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23 September 2020

Data analysis with Excel - advanced


Discover how to use the more advanced functions of Excel - including structured references, dynamic listing techniques, scenario modelling - to create dynamic and expandable spread sheets.

Who should attend?
Designed for those who use Excel on a regular basis and want to further their knowledge of how to produce more robust spreadsheets, the course covers the more advanced features of Excel.

What you will gain
Many of us struggle with the vast amount of data currently available, finding that the structure of the reports we build to present this data limits their use. This course will provide hands-on techniques to help you create spreadsheets which are dynamic and expandable, enabling you to benefit from using functions including structured references, dynamic listing techniques and scenario modelling.

All exercises and project files used on this course will be available to take home.

Programme outline
Advanced listing techniques
- Tricks in creating dependent lists
- Dynamic selection tips
- Dynamic extraction of unique values

Facilitating calculations
- Dynamic and expandable named ranges
- Multi-nested functions / expandable referencing
- Structured table references / table nomenclature
- Aggregate calculation using the ‘wildcard’ technique 

Key functions
- DSUM / SUMPRODUCT / SUMIFS (and building conditions)
- Advanced uses of: OFFSET / CHOOSE / INDEX / MATCH

Further advanced techniques for summarising and presenting data
- Mini pivot table reports
- Fast calculations with data tables
- Data modelling with scenario manager
- Histogram and Pareto Charts 

Excel dashboards (extracts)
- Creative charting techniques
- Building a visual analysis
- Tips and tricks in custom formatting 

Bonus VBA exercises
- Apply simple automation to speed up processes 

You will gain maximum benefit from this course is you are already a competent spreadsheet user or have attended Data analysis with Excel - intermediate. It is assumed you will know how to:

  • use the functions covered in Data analysis with Excel - intermediate
  • navigate confidently in Excel
  • use absolute cell references (eg=$A$1)
  • create and use nested functions, or at least understand the benefits of nesting functions together.

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

Information for Online Live dates
Please read the following guidance carefully, which applies only if you are attending this course online:

  • In addition to the Online Classroom, you will need to have your own version of Excel open to complete the exercises
  • It does prove to be challenging to follow-on with the exercises using only 1 screen as you will need to be regularly switching between open windows. We recommend to either:
  • Extend from a computer to a 2nd screen - please refer to this link for guidance on how to correctly setup a second monitor or
  • Use 2 computers, or
  • Use a tablet for the online classroom and a computer for the Excel
  • Please note that our courses are based on Excel for Windows and it is recommended that you are using at least Excel 2010 or a later version. MAC users are welcome but please note that there may be some tools and functionality that will differ from what is being presented. The presenter will accommodate for MAC versions on the course.

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

CIMA work in partnership with BPP Professional Education to offer CPD training courses


Booking Information

Date Location Price
23 September 2020 - 09:30 London Price: GBP 634.00
Member price: £571. Plus VAT on all prices.
14 October 2020 - 09:30 Birmingham Price: GBP 634.00
Member price: £571. Plus VAT on all prices.
16 December 2020 - 09:30 London Price: GBP 634.00
Member price: £571. Plus VAT on all prices.

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Data analysis with Excel - advanced

CIMA members and students should log in to MY CIMA before booking to receive the appropriate discount.

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In-house training 
We can develop tailored training programmes to enhance the finance and business skills of staff across your organisation. To discuss how we can meet your learning and development needs please email us.

Find out more 
If you have any queries please email or phone us on: +44 (0)3300 603400.

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

CIMA work in partnership with BPP Professional Education to offer CPD training courses.  

This course will be delivered by BPP Professional Education Limited (“BPP”).  Accordingly, when you sign up for this course, CIMA will pass on the contact details you have provided to BPP so that they can contact you to complete your booking and process payment.  BPP will process any personal information it collects about you in accordance with its privacy policy, which is available at:

The information provided to BPP will not be used by BPP for marketing purposes.

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