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22 September 2020

Data analysis with Excel - intermediate


Harness the power of Excel. Discover how to: interpret, present and search for data from large quantities of information, synthesise information into a logical framework for analysis and summarise it in a meaningful format.

Who should attend?

  • All who use Excel on a regular basis wishing to learn more about performing various kinds of analysis and exploring more complex functions and calculations.
  • Support staff, finance professionals and analysts wanting to increase their functional knowledge of Excel.

It is recommended that you attend this course before Data analysis with Excel - advanced, as it will familiarise you with many of the core functions and disciplines which are studied in more detail on the advanced course.

What you will gain

  • Apply more complex calculations to your spreadsheets.
  • Make quicker decisions to synthesise and summarise lots of information.
  • Work with pivot charts and tables.
  • Create bespoke formats and write formula-based rules.
  • Apply advanced text manipulation and other types of calculations to create error-free spreadsheets.
  • Perform various forms of analysis on business data.

These quick tips and tricks will help you to utilise the power of Excel more effectively, enhancing your expertise in:

  • analysing and extracting data quickly from data sets
  • a variety of reporting tools, array formulae and CSE keystrokes, nesting functions and data manipulation
  • the basics of macro automation
  • some of the more complex and advanced areas and functions within Excel, including complex nesting techniques, performing unconventional and flexible lookups, summarising and analysing trends, and controlling charts via pivot tables
  • writing formulae to develop bespoke conditional formats
  • dealing with spreadsheet errors and automating repetitive tasks.

Programme outline
Time savers / fast keys / shortcuts

Key functions

  • Introduction to ARRAY functions
  • Complex nesting techniques

Lookup in-depth

  • Flexible lookup techniques for unconventional datasets
  • Problems and limitations of a VLOOKUP
  • Practical solutions for complex datasets

Data manipulation

  • Advanced use of text-string functions
  • Text extraction with nesting

Additional forms of analysis

  • Control a chart via a Pivot Table
  • Summarise data and automate chart elements
  • Frequency distribution table

Bespoke and extensive conditional formatting

  • Create immediate visuals using Data Bars
  • Writing formulae to control range formatting

Introduction to scenario building

  • Experiment with goal seek
  • Introduction to solver analysis

Bonus macro and VBA exercises

  • Applying meaningful macro functionality
  • Viewing and simple editing of macro VBA code

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

See also: Data analysis with Excel - introduction offers an introduction to the topic, while Data analysis with Excel - advanced and  Excel VBA for finance professionals will extend your knowledge. 

Booking Information

Date Location Price
22 September 2020 - 09:30 London Price: GBP 634.00
Member price: £571. Plus VAT on all prices.
13 October 2020 - 09:30 Birmingham Price: GBP 634.00
Member price: £571. Plus VAT on all prices.
15 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 - intermediate

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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