Advanced Excel Modules

Our advanced Excel modules are aimed at individuals who use Excel to a high level in a business environment. As with all of our bespoke Excel courses we tailor the content to your specific needs and where possible work with examples based on your own data.

Module title Duration
Building Better Dashboards in Excel Full day
Spreadsheet Modelling Best Practice Full day
Risk Management and Auditing techniques in Excel Full day
Access for analysts Full day
Integrating Excel and Access Full day

Click on the link above for more information about the module.

Our courses are bespoke and modular. Simply select the modules you are interested in from any of our Excel course modules and then contact us to book your course.

To download our Bespoke Excel Training Brochure click here.


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Course details: Advanced Excel Modules

A001 - Building Better Dashboards in Excel

Duration: Full day
Pre-requisites: A sound knowledge of Excel and experience in using the analytical formulae to create reports.
Learning Objectives: You will learn the theory behind dashboard design and the tools that you can use to create a dashboard in Excel.
Content: • Characteristics of bad dashboard design
• Characteristics of good dashboard design
• Excel tools for dashboarding

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A002 - Spreadsheet Modelling Best Practice

Duration: Full day
Pre-requisites: A sound knowledge of Excel
Learning Objectives: You will learn how to design and build robust, flexible and efficient models in Excel.
Content: • The modelling life cycle
• Spreadsheet risk
• The rules of spreadsheet design

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A003 - Risk Management and Auditing techniques

Duration: Full day
Pre-requisites: A sound knowledge of Excel
Learning Objectives: Undetected errors in Excel spreadsheets provide managers with unreliable information. This can lead to poor business decisions and lost profit. You will learn how to manage spreadsheet risk at a model level basis and for your organisation as a whole.
Content: • The risk management cycle
• Managing spreadsheets within your organisation
• Managing risk within your spreadsheets

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A004 - Access for analysts

Duration: Full day
Pre-requisites: A sound knowledge of analysis using Excel, no prior knowledge of Access required.
Learning Objectives: Excel is used to provide a huge range of solutions including being used as a database tool. Access is a much more powerful database tool (that is what it was designed to do) but very few people know how to use it. You will learn the basics of how to use Access and most importantly how to use it to more efficiently perform database storage and analysis.
Content: • Why use Access?
• An introduction to Access (Tables, Queries and forms)
• Analysis techniques
• Integrating Excel and Access through Pivot Tables

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A005 - Integrating Excel and Access

Duration: Full day
Pre-requisites: A sound knowledge of Excel, intermediate knowledge of VBA and Access
Learning Objectives: You will learn how to benefit from the joint functionality of Excel and Access to create an Excel based application that analyses data held in Access
Content: • An introduction to ADO
• Making a connection
• Running queries in access from Excel
• Building an application

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Key facts:

  • We focus on your specific needs
  • We tailor a modular course to suit you
  • Training for all levels of Excel
  • On site training - we come to you
  • Work on your own data/spreadsheets
  • Small groups - maximum of three

Click here to book your bespoke excel course