Training Overview

Managing your data is a key to success in any business and Microsoft Excel, if used correctly, can be an exceptionally robust tool for storing, managing and examining your data.

The Working with Microsoft Excel – Level 3 workshop is targeted towards individuals familiar with Excel who wish to expand their knowledge around advanced data analysis tools as well as learn more about Excel’s various time-saving features.

This workshop will give participants the skills and confidence they need to find success with Microsoft Excel.


  • 1 full day
  • Two 3 hour sessions online


On completion of this training, you should be able to:

  • Analyze data with Pivot Tables, Slicers and PivotCharts
  • Troubleshoot Pivot Table Report Compatibility Issues
  • Automate Worksheet functionally including Macros
  • Analyze and present data with Sparklines, Scenarios and What-If analyses
  • Work with multiple workbooks
  • Export Excel data

Intended Audience

This course is for users are familiar with Excel, and who wish to expand their knowledge and use of advanced data analysis and time-saving features.

Session Information

  • 1-day online instructor-led session or two 3 hour sessions online
  • Optional follow up Coaching Session to reinforce learning
  • Customised options for shorter in-house training are also available

Level 3 – Units

Section 1: Automating Worksheet Functionality

  • Protect your data (new)
  • Update Workbook Properties
  • Introduction to creating and editing a Macro
  • Add Data Validation Criteria
  • Working with lookup formulas (VLOOKUP, HLOOKUP, XLOOKUP)

Section 2: Analyzing and Presenting Data

  • Create Sparklines
  • Create Scenarios
  • Perform a What-If Analysis

Section 3: Working with Multiple Workbooks

  • Consolidate Data
  • Link Cells in Different Workbooks
  • Merge Workbooks

Section 4: Introduction to analyzing Data with PivotTables, Slicers, and PivotCharts

  • Create a PivotTable
  • Filter Data by Using Slicers
  • Analyze Data with PivotCharts

Section 5: Exporting Excel Data

  • Export Excel Data
  • Import a Delimited Text File

Section 6: Enhancing Workbooks

  • Customize Workbooks
  • Manage Themes
  • Create and Use Templates

Additional Materials

  • Enrollment in our Monthly LearningLink Newsletter
  • Lifetime Support
  • A Free Follow-up 30-minute Coaching Session

Follow-up Coaching

There is a key difference between learning and knowing. Learning is the process of being taught the material while knowing is about internalizing and retaining it. If at any point after a session you feel the need for more support in knowing the lessons taught to you, a free 30-minute coaching session is available to you on request.