Course Information

Introduction

This course focuses on practical Excel skills used in real business work.

Participants learn how to manage data, analyze results, and automate tasks.

The course is hands-on and business-focused.

No theory for the sake of theory.

Objectives

1. Build flexible financial and operational models using structured tables, named ranges, and scenario tools.
2. Clean, merge, and shape data from multiple sources using Power Query.
3. Analyze large datasets with PivotTables, Power Pivot and basic DAX measures.
4. Automate routine reporting and tasks with macros, query refreshes and deployment best practices.
5. Produce clear, auditable dashboards and reports with charts, slicers, conditional formatting and performance tuning.

Who Should Attend?

1. Financial analyst (forecasting and modeling)
2. FP&A analyst or manager
3. Business analyst or reporting analyst
4. Operations manager or operations analyst responsible for metrics
5. Sales operations or commercial analyst responsible for pipeline and revenue reporting

Training Method

• Pre-assessment
• Live group instruction
• Use of real-world examples, case studies and exercises
• Interactive participation and discussion
• Power point presentation, LCD and flip chart
• Group activities and tests
• Post-assessment
If Applicable:
• Each participant receives a 7” Tablet containing a copy of the presentation, slides and handouts

Program Support

This program is supported by:
* Interactive discussions
* Role-play
* Case studies and highlight the techniques available to the participants.

Daily Agenda

Daily Schedule (Monday to Friday)
- 09:00 AM – 10:30 AM Technical Session 1
- 10:30 AM – 12:00 PM Technical Session 2
- 12:00 PM – 01:00 PM Technical Session 3
- 01:00 PM – 02:00 PM Lunch Break (If Applicable)
- Participants are expected to engage in guided self-study, reading, or personal reflection on the day’s content. This contributes toward the CPD accreditation and deepens conceptual understanding.
- 02:00 PM – 04:00 PM Self-Study & Reflection

Please Note:
- All training sessions are conducted from Monday to Friday, following the standard working week observed in the United Kingdom and European Union. Saturday and Sunday are official weekends and are not counted as part of the course duration.
- Coffee and refreshments are available on a floating basis throughout the morning. Participants may help themselves at their convenience to ensure an uninterrupted learning experience Provided if applicable and subject to course delivery arrangements.
- Lunch Provided if applicable and subject to course delivery arrangements.