This practical, hands-on course is designed for those already comfortable with basic Excel features who want to take their skills further. Excel for Smarter Working focuses on advanced functions, data organisation, and time-saving tools that help you work more efficiently and confidently.

Delivered by an experienced trainer, the session introduces more complex formulas and features used for managing budgets, invoices, and reports. With guided examples and real-world problem-solving, participants learn how to apply Excel’s tools to their own work situations.

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

Key Learning

• Use logical and conditional formulas such as IF, SUMIF, and COUNTIF
• Format data professionally and consistently across multiple sheets
• Work with data tables and perform “what-if” analysis
• Use absolute values effectively in formulas
• Combine and present information using charts and graphs
• Build and maintain spreadsheets for budgets, invoices, or reports

Building on the foundations covered in Excel for Everyday Work, this course takes participants deeper into Excel’s capabilities to help them manage data with greater precision and confidence. It’s ideal for anyone who already uses Excel but wants to use it more powerfully in their role — whether tracking budgets, preparing reports, or analysing project data.

Participants will explore logical and conditional functions such as IF, SUMIF, and COUNTIF, learning how to create formulas that respond dynamically to data changes. They’ll also practise data consolidation and working across multiple sheets — essential skills for managing complex spreadsheets or combining information from different sources.

The course also covers advanced formatting, merging cells, and text wrapping to keep documents clear and professional. Through hands-on exercises, delegates will learn how to create structured data tables and apply Excel’s built-in What-If Analysis tools to test different budget or forecasting scenarios.

Charts and graphs are introduced as tools for visualising data, allowing learners to present information in a clear, impactful way. The trainer supports each delegate to apply new techniques to their real-world tasks, ensuring the learning is practical, relevant, and immediately usable.

This session is especially valuable for small business staff, charity administrators, and finance officers who use Excel regularly and want to enhance their accuracy, efficiency, and understanding of its more advanced tools.

Open course per person           £97
In-house for up to 6 people     £343
In-house for up to 12 people   £365