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18 September 2017

Data analysis with Excel - introduction

Category: MASTER COURSE

Excel essentials: quick tips to improve functionality, formatting techniques, data searching and calculations amongst large data sets within Excel. This course will provide an introduction to data analysis, reporting tools, data manipulation and searching, plus an insight into the simple automation of tasks using macros.

Who should attend?

  • Users of Microsoft Excel who are new to analysing business data.
  • Those needing to obtain analytical skills for working around their day-to-day spreadsheets.
  • Support staff, spreadsheet authors and finance workers wanting to improve Excel functionality and processing speed.

What you will gain

  • Quick tips to improve functionality, formatting techniques, data searching and calculations amongst large data sets within Excel.
  • An introduction to data analysis, reporting tools, data manipulation and searching.
  • An insight into simple automation of tasks using macros.

The course is very hands-on and practical - you will be encouraged to discuss your ideas and problems relating to spreadsheets and data sets, using the tools and techniques covered during the course.

Programme outline

  • Time savers.
  • Keyboard hotkeys and shortcuts.
  • Data filtering and searching.
  • Functions: logical / mathematical; conditional; text-string (for cleaning data); nesting.
  • Applying VLOOKUP within large data sets.
  • Applying meaningful conditional formatting.
  • Analytical options: calculating SUBTOTAL on filtered records; goal seeking.
  • Organise business data via pivot tables: when to use a pivot table for analysing large amounts of data; quick breakdown and analysis of complex data.
  • Automation using macros: creating macros for repetitive tasks; using the macro recorder; best practice for macro preparation.

Laptops with Excel 2013 will be provided on the course. The knowledge and skills gained can be used across all modern versions of Excel.

The course starts at 9.30am. Lunch and refreshments are included.
6 CPD hours (where applicable) 

See also
Data analysis with Excel - intermediate, Data analysis with Excel - advanced and Excel VBA for finance professionals - part 1 will extend your knowledge

Booking Information

Date Location Price
18 September 2017 - 09:30 London Price: GBP 599.00
Member price: £539. CDS member price: £415. Plus VAT on all prices.
16 October 2017 - 09:30 Birmingham Price: GBP 599.00
Member price: £539. CDS member price: £415. Plus VAT on all prices.
11 December 2017 - 09:30 London Price: GBP 599.00
Member price: £539. CDS member price: £415. Plus VAT on all prices.


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Data analysis with Excel - introduction

CIMA members and students should log in to MY CIMA before booking to receive the appropriate discount. Save up to 30% with the CIMA Corporate Discount Scheme (CDS). Find out more at: www.cimamastercourses.com/CDS

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If you have any queries please email or phone us on: +44 (0)3332 221608. Visit our booking page for information on how to book and pay.

The venue for this course will be confirmed 14 days before the scheduled date. 

CIMA Mastercourses are held in partnership with BPP.  

CIMA on demand is our range of online CPD courses specifically designed for busy finance and business professionals who need training that's convenient and will fit around their schedule. Find out more