Course overview

This course accelerates the skills of regular Excel users, to enable management reporting on a wide range of business data scenarios.

Ready to unlock the full power of Excel? This advanced course is designed for experienced users who want to master complex data management, analysis, and reporting. Building on your existing skills, you’ll discover powerful tools and techniques to handle large datasets, automate tasks, and deliver professional, insightful reports.

Through practical exercises, you’ll learn advanced formulas and database functions, consolidate data from multiple sources, and use “What If” analysis (including scenarios and Goal Seek) for effective forecasting and planning. You’ll explore advanced PivotTable features, data validation, error tracing, and get hands-on with macro recording to automate repetitive tasks. The course also covers importing/exporting data, creating templates, and auditing workbooks for accuracy.

By the end of the programme, you’ll be able to build reliable, scalable spreadsheets, produce polished reports, and deliver valuable insights that support strategic decision-making.

Course benefits

  • Deeper business insight with advanced tools: Use scenarios, data consolidation, and advanced PivotTables to forecast, compare alternatives, and make informed decisions.

  • Accurate and reliable data modelling: Apply data validation, error alerts, and auditing tools to reduce mistakes and maintain spreadsheet integrity.

  • Efficient data handling: Import/export data, link sources, and consolidate information for streamlined analysis.

  • Scalable reporting: Create dynamic templates and automate frequent tasks with recorded macros, so your reports grow with your business.

  • Stronger control and auditability: Trace formula connections, audit dependencies, and maintain clarity in complex workbooks.

  • Time savings through automation: Use macro recording to automate repetitive processes and free up time for higher-value analysis.

  • Professional reporting and presentation: Build custom templates, apply consistent styling, and deliver reports that communicate data clearly and persuasively.

  • Advanced scenario planning and forecasting: Monitor KPIs, budget forecasts, and explore “What If” scenarios with confidence.

  • Reduced errors and data risk: With validation, structured design, and auditing, your analyses are robust and reliable.

  • Foundation for expert-level Excel mastery: Prepare for specialist data or BI training, including working with large datasets and more complex automation.

Course dates and fees

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Date: 10 Nov 2025 Location: Portsmouth Duration: 1 day Availability: Spaces Member Price: £295.00 (Fees + VAT) Non-Member Price: £347.00 (Fees + VAT)
Date: 7 Jan 2026 Location: Portsmouth Duration: 1 day Availability: Spaces Member Price: £295.00 (Fees + VAT) Non-Member Price: £347.00 (Fees + VAT)
Date: 17 Feb 2026 Location: Portsmouth Duration: 1 day Availability: Spaces Member Price: £295.00 (Fees + VAT) Non-Member Price: £347.00 (Fees + VAT)
Date: 1 Apr 2026 Location: Portsmouth Duration: 1 day Availability: Spaces Member Price: £295.00 (Fees + VAT) Non-Member Price: £347.00 (Fees + VAT)
Date: 11 May 2026 Location: Portsmouth Duration: 1 day Availability: Spaces Member Price: £295.00 (Fees + VAT) Non-Member Price: £347.00 (Fees + VAT)
Date: 1 Jul 2026 Location: Portsmouth Duration: 1 day Availability: Spaces Member Price: £295.00 (Fees + VAT) Non-Member Price: £347.00 (Fees + VAT)
Date: 13 Aug 2026 Location: Portsmouth Duration: 1 day Availability: Spaces Member Price: £295.00 (Fees + VAT) Non-Member Price: £347.00 (Fees + VAT)

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