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14 December 2020

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.

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 https://support.microsoft.com/en-us/help/4340331/windows-10-set-up-dual-monitors 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

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
14 December 2020 - 09:30 Online Live Price: GBP 634.00
Member price: £571. Plus VAT on all prices.


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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 cima@bpp.com 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: https://www.bpp.com/professional-education/privacy

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

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