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 4 hour sessions online


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

  • Use outlining tools to group and subtotal your data
  • Audit your formulas to help track down any errors
  • Analyze data with Pivot Tables
  • Record and delete macros
  • Edit basic macros using the Visual Basic Editor
  • Link and consolidate data across multiple workbooks

Intended Audience

TThis 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 4 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

  • Update Workbook Properties
  • Create and Edit a Macro
  • Apply Conditional Formatting
  • Add Data Validation Criteria

Section 2: Analyzing and Presenting Data

  • Create Sparklines
  • Create Scenarios
  • Perform a What-If Analysis
  • Perform a Statistical Analysis with the Analysis ToolPak
  • Create Interactive Data with Power View

Section 3: Working with Multiple Workbooks

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

Section 4: 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
  • Integrate Excel Data with the Web
  • Create a Web Query

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.