Excel for Excel Users

Microsoft Excel  ·  Intermediate to Advanced  ·  2-Day Intensive

Stop Wrestling With Excel.
Start Building Dashboards That Impress.

A hands-on 2-day course for professionals who already use Excel and are ready to work faster, report smarter, and build executive-ready dashboards — without learning to code.

2
Days Intensive
9
Modules
100%
Hands-On
0
Coding Required
🎯 Real Business Scenarios 📊 Live Dashboard Build 🏅 Certificate of Completion ✅ No Coding Required
Register Now — Secure Your Seat → Enquire about group / corporate training
Limited seats available — register early to avoid disappointment
About This Course

Course Overview

This course is designed for professionals who already use Microsoft Excel and want to take their skills to the next level. Participants will learn how to work smarter with formulas, analyse data efficiently and transform raw data into clear, interactive dashboards for business reporting and decision-making.

The course focuses on practical, real-world Excel usage — combining essential formulas, data aggregation techniques and modern dashboard design principles.

By the end of the training, participants will be able to build automated, visually effective Excel reports and dashboards that require minimal manual updates and support faster, more confident decisions.
Is This For You?

Who Should Attend?

  • Executives and managers who rely on Excel reports and dashboards
  • Business analysts and reporting professionals
  • Finance, HR, Sales, Operations and administrative staff
  • Excel users who work with data regularly and want to improve efficiency
  • Anyone who already uses Excel and wants to create smarter reports and dashboards
Not a beginner course. We skip the basics and go straight to what matters for real-world business reporting. If you can type a SUM formula, you are ready.
Entry Requirements

Prerequisite

  • Basic working knowledge of Excel (data entry, basic formulas, formatting)
  • Experience using Excel for simple reports or data analysis

If you can open a spreadsheet, type a SUM formula and apply basic formatting — you are ready for this course.

What You Will Achieve

Learning Outcomes

By the end of this course, participants will be able to:

  • Structure and prepare data effectively for reporting and analysis
  • Apply essential Excel formulas to automate calculations and data retrieval
  • Use logical, lookup, text and date functions in real business scenarios
  • Aggregate and summarise data using formulas and PivotTables
  • Create meaningful KPIs and summary metrics
  • Design clear, professional charts and visualisations
  • Build interactive dashboards using slicers and dynamic elements
  • Reduce manual work by creating reports that update automatically
  • Develop complete, executive-ready Excel dashboards from start to finish

Outline

Module 1: Excel for Business Reporting

  • How Excel is used in modern business reporting
  • Common reporting challenges and inefficiencies
  • Formula-driven vs PivotTable-driven reporting
  • What makes a good Excel report or dashboard

Module 2: Preparing and Structuring Data

  • Data cleaning fundamentals
  • Structuring raw data for reporting
  • Using Excel Tables for dynamic ranges
  • Understanding data granularity
  • Best practices for maintainable source data

Module 3: Essential Excel Formulas for Reporting

  • Formula structure and references (relative, absolute, mixed)
  • Lookup functions: XLOOKUP, INDEX/MATCH
  • Logical functions: IF, IFS, AND, OR
  • Text functions for data cleanup
  • Date functions commonly used in reports
  • Dynamic array formulas: FILTER, SORT, UNIQUE

Module 4: Data Aggregation & KPI Creation

  • Using PivotTables for summarisation and analysis
  • Creating calculated fields
  • Building KPI and summary tables
  • Choosing between formulas and PivotTables
  • Designing metrics that auto-update

Module 5: Charting for Business Insight

  • Selecting the right chart for the message
  • Creating dynamic charts using Tables and PivotTables
  • Combination charts and drill-down visuals
  • Formatting charts for clarity and impact

Module 6: KPI Visuals & Data Highlighting

  • Conditional formatting for insights
  • KPI indicators (icons, traffic lights)
  • Sparklines and progress bars
  • Heatmaps for trend analysis
  • Using visuals to highlight performance

Module 7: Interactivity & Automation

  • Slicers and timeline controls
  • Dropdown-driven dashboards
  • Linking formulas to user selections
  • Creating interactive, user-friendly reports

Module 8: Dashboard Layout & Design

  • Dashboard design best practices
  • User experience and readability
  • Layout grids, spacing, and alignment
  • Consistent colour themes
  • Using shapes and containers effectively

Module 9: Capstone – Building a Complete Dashboard

  • End-to-end dashboard development
  • Connecting data, metrics, and visuals
  • Ensuring scalability and easy maintenance
  • Protecting and sharing dashboards with stakeholders

APPLY

Leave A Comment

Subscribe Our Newsletter