Excel & data
Excel training for clearer reporting
Organise the source, make the calculation reliable and build a report people can use.
Practical skills. A clear purpose.
Move beyond copying, pasting and repairing the same spreadsheet each month. This Microsoft Excel training focuses on a dependable path from raw records to a useful report: consistent tables, formulas that answer the question, and summaries that are easy to check. The starting level and exercises are agreed with your team, so beginners are not rushed and experienced users have a meaningful challenge.
What you will practise
- Structure records into clean, usable tables
- Choose suitable formulas and lookups for a reporting task
- Summarise and explore records with PivotTables and charts
- Apply repeatable data preparation steps where Power Query is appropriate
Inside the workshop
From understanding to application.
Make the source dependable
Review headers, data types, missing values and consistent records before building calculations.
Answer questions with formulas
Work through conditional calculations and lookups, with checks that make errors easier to spot.
Build a useful summary
Use PivotTables and suitable charts to move from a list of records to a clear management view.
Prepare for the next update
Explore Power Query and repeatable preparation steps, then document how the workbook should be refreshed.
Who this is for
- Staff who prepare operational or management reports
- HR, finance, sales and administrative teams
- Excel users who want a more consistent reporting process
The final outline, duration, materials and account requirements are agreed in the proposal. Share your team’s starting point and a suitable example of the work you want to improve.
Good questions
Before the session.
Can beginners and advanced users attend the same session?
A mixed group can work when the objectives are shared, but a short skills check helps determine the pace. For a wide gap in experience, separate foundation and advanced sessions may be more useful.
Which Excel version do we need?
Share the Excel version and operating system used by participants before the workshop. Some features differ across versions, so the exercises should match the software available to your team.
Can the exercises use our reporting format?
Yes, subject to a review of the scope and suitable anonymised sample files. A familiar reporting task helps participants see how the techniques fit their own work.
Keep exploring
Related training.
Power BI
Build the model before the visuals, and keep the reporting question in view.
A useful next step
Let’s make the learning relevant.
Share your objectives, team size and preferred date. We can work out the right scope from there.