Led by an experienced trainer, the session provides step-by-step guidance on working with data, using common formulas, and presenting information visually. You’ll also learn time-saving tips and best practices that make Excel a more powerful tool for managing data, budgets, or reports.

Please bring your own laptop with Excel installed so you can follow along using the version you’re most familiar with.

Key Learning

• Navigate and format spreadsheets effectively
• Enter, organise, and manage data accurately
• Use key functions such as SUM, COUNT, and AVERAGE
• Apply number, date, and currency formatting
• Sort and filter data to find information quickly
• Create simple charts and graphs to display results
• Save time with shortcuts and smarter workflows

The course begins by revisiting essential layout and formatting techniques before progressing to data organisation and practical formula use. Participants learn how to manage lists, totals, and averages using built-in functions such as SUM, COUNT, and AVERAGE, and how to apply consistent number, date, and currency formats to keep spreadsheets clear and professional.

Delegates will also explore how to sort and filter data for quick analysis, and how to transform information into visual insights using Excel’s chart tools. With guided demonstrations and hands-on support, the trainer helps participants understand not just how to complete each task, but why each feature is useful in day-to-day work.

This course is ideal for anyone who already uses Excel for data storage, financial tracking, or reporting and wants to use it more efficiently. It is especially suited to staff in charities, small businesses, or administrative roles who need to manage and interpret data confidently without delving into advanced Excel techniques.

Participants leave with improved confidence, greater accuracy, and new ways to make Excel work for them,  saving time and improving results.