Advanced Excel: Analysing Data for Better Business Decisions

This Excel course is for learners that need to use Excel to quickly and effectively analyse data. The techniques range from those for speedy analysis to setting up complex automated dashboards.

This is an intensive advanced course for users who are ready to learn at a fast pace.

This course is currently only available online, delivered through an interactive webinar via GoToTraining. See below for the course outline and upcoming dates.

Course Overview

  • Standard Price

    £225*
  • Public Sector Price

    £180*
  • Charity Price

    £150*
  • *per person, excluding VAT
  • Duration

    0.75 day
  • Class size

    6 approx.
  • Requirements

    Before attending this course, you must be confident creating basic formulas from scratch, including using Absolute Cell References to fix a reference to a single piece of data. You should also be able to create a basic chart.

About Analysing Excel Data for Better Business Decisions

Course Overview

Currently all of our classroom sessions have been suspended until we receive further government guidance. We have converted this classroom course into an interactive webinar, delivered via GoToMeeting.

We have had to adjust the course content slightly so it can be delivered online — please see below for the updated course outline.

 

This is a full-day course consisting of three 90-minute live online sessions with independent work and breaks inbetween. Please ensure you block out the whole day in your diary to get the most impact from your learning.

What you will learn

By the end of this intensive, fast-paced course, you will be able to:

  • Import data from various sources
  • Tidy imported data using Text, Date and Lookup Functions
  • Use data analysis functions to extract summary information
  • Use conditional formatting to highlight and quickly identify the variety in results, the top 10, the top 10% and so on
  • Use conditional formatting for traffic light colour coding – creating RAG highlighting (Red Amber Green)
  • Quickly identify the key trends in the data using Pivot Tables
  • Use filters, group selection and value field settings in Pivot Tables to quickly produce detailed analysis
  • Use Slicers to filter the results of many Pivot Tables
  • Create interactive dashboards to display key information with Pivot Charts

Course timetable

Session 1 — Dealing with Imported Data

  • Where does your data come from?
  • Importing data
  • Formatting issues
  • Text and Date Functions to tidy your data
  • LOOKUP Functions to add detail

Session 2 — Extracting Meaning

  • Using functions to summarise data
  • Data Analysis Functions (COUNT/A, SUMIFS, COUNTIFS)
  • Conditional Formatting to highlight trends

Session 3 — Extracting Meaning with Pivot Tables and Pivot Charts

  • Pivot Tables
  • Pivot Charts
  • Slicers

Before attending this course, you must be confident creating basic formulas from scratch, including using Absolute Cell References to fix a reference to a single piece of data. You should also be able to create a basic chart.

We recommend that you take our Excel Core Level 2 Live Online Learning sessions first to ensure you have the skills required for this course, though this is not a requirement.

What you will learn

By the end of this intensive, fast-paced course, you will be able to:

  • Set out your data, and create charts, to provide the clearest possible picture of the meaning of the information
  • Use conditional formatting to highlight and quickly identify the variety in results, the top 10, the top 10% and so on
  • Use conditional formatting for traffic light colour coding – creating RAG highlighting (Red Amber Green)
  • Quickly identify the key trends in the data using Pivot Tables
  • Use filters, group selection and value field settings in Pivot Tables to quickly produce detailed analysis
  • Use Slicers to filter the results of many Pivot Tables
  • Example: Set up quarterly analysis of thousands of records in under a minute
  • Solve the most common issues with importing data from large databases or other sources
  • Automate the spread-sheet so updates only require a cut-and-paste
  • Create interactive dashboards to display key information
  • Use drop-down menus to enable others to extract information
  • Add validation and criteria analysis
  • Use data analysis functions to extract summary information

Before attending this course, you must be confident creating basic formulas from scratch, including using Absolute Cell References to fix a reference to a single piece of data. You should also be able to create a basic chart. 

We recommend that you take our Excel Core Level 2 course first to ensure you have the skills required for this course, though this is not a requirement.

Course timetable

Session 1 — Data Presentation

  • Principles for clear display of data
  • Effective use of charts

Session 2 — Dealing with Imported Data

  • Where does your data come from?
  • Importing data
  • Formatting Issues
  • Text Functions to tidy your data
  • VLOOKUP, IF
  • If there's time: Index & Match

Session 3 — Extracting Meaning

  • Using functions to summarise data
  • Data Analysis Functions
  • COUNT
  • COUNTIF
  • SUMIF
  • SUMIFS
  • COUNTIFS
  • Conditional Formatting to highlight trends

Session 4 — Extracting Meaning with Pivot Tables and Pivot Charts

  • Pivot Tables
  • Pivot Charts
  • Sparklines
  • Slicers

Intensive courses from happy

Intensive courses have been created specifically for those who need to learn a great deal of content at a faster pace. Each one is focused on increasing your productivity, and building a substantial expertise in just a single day. These courses will be longer, faster and more intensive than a standard classroom course. If you can keep up, the rewards will definitely be worth the effort.

Which Excel course is right for you?

Making sure you’ve booked the right course isn’t always easy.

Luckily we have a handy survey to help you decide.

And if you’re still unsure, call our friendly team on 020 7375 7300 and we’ll help you work out what you need.

Take our Excel survey

Group Learning Events

If you have three or more learners, a private group course could be cheaper.

We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy's HQ in Aldgate, Central London.

Find out more
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What is it like to learn with Happy?

Our facilitators make learning interactive and fun. In this video, Maureen delivers a session on Formulas and Functions in Excel at Happy's HQ in London.

Book now

See our available course dates, or contact us for bespoke options.

Advanced Excel: Analysing Excel Data for Better Business Decisions
There are currently no upcoming course dates available. Please contact our team on 020 7375 7300 or email hello@happy.co.uk to enquire and find out availability for private groups.

Please note that your booking is not secured until you checkout. All prices listed in the shopping cart are excluding VAT.

If you are booking at a discounted rate (for example, if you are from a charity), you will see this on the final stage of the shopping cart after you have set up your account or logged in. Discount codes can also be added on this final page.

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Contact us now!

020 7375 7300

Why choose Happy?

  • Award-winning learner-focused approach
  • Small class sizes to give personal one-to-one support
  • Two years of free support after your course
  • Private group options available
  • No quibble money-back guarantee on all courses

The Small Print

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for a full day consisting of three 90-minute live online sessions with independent work in between. 

All learners will need to either install GoToTraining on their machines or use the Web App in a browser (either Google Chrome and Microsoft Edge are supported). Full technical requirements are on the GoTo websiteYour link will be included in your joining instructions once you have booked your place — if you haven't received this email then please contact our team.

Learners should log into the training session 10 minutes before the start time to ensure that they have downloaded and set up GoTo correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals.

Your active participation is expected: everyone will be heard and seen throughout, just as they would be if we were in a room together. To be heard, hear and seen you will need a microphone, speakers and camera – if you have a modern laptop that’s all you will need. Remember, you’ll need a quiet place to call from and a decent internet connection is a must.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

For classroom sessions

The course runs 9:30am to 5:15pm (lunch is served 1pm to 1:45pm — we offer a choice of 3 cold bowl dishes). Please be careful to arrive by 9:15am for registration and refreshments. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 20 minutes late you may be asked to leave and attend another day.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

The happy Guarantee

We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please get in touch with our Customer Services team within 30 days of the course. We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

Coronavirus Update

In light of the current Coronavirus outbreak we want all of our customers to be reassured that we are operating with a ‘business as usual’ approach, while still ensuring that we maintain the highest standards of Health and Safety.

We are monitoring the situation closely and are following all current Government guidelines. We ask that if you are attending a course here (or if we are sending a trainer to your location) that you do the same.

If you have recently visited an affected area please follow the self-isolation guidelines which can be found here.

We have extra hygiene measures in place which include (but are not limited to):

  • Anti-bacterial soap dispenser available in all loos
  • Hand sanitizer gel available in our café area and training rooms
  • Anti-bacterial surface cleaner and surface wipes available in all training rooms
  • Sanitising work surfaces in all training rooms at the start of the day (including sanitising all PCs and PC keyboards at the start of all IT courses)
  • Disposable plastic gloves are also available should you wish to use them during your visit

If you are unable to attend your course due to Coronavirus we have a number of alternative solutions we can offer you to still meet your training needs despite travel limitations – please get in touch with us to discuss a suitable solution. Potential solutions may mean sending a trainer to your location or delivering your training online.

If you are sick, have vulnerable health issues or are self-isolating do contact us. For this, we would be happy to rearrange your course at no extra cost or exchange the cost for vouchers. Vouchers at Happy are valid for 5 years from the date of issue.

We will continue to monitor the situation and will advise all of our clients if the situation changes.

Please speak to our friendly team if you have any further questions or concerns – we are available on 0207 375 7300 from 9am until 5pm, Monday to Friday.

Your post-course support package

  • 2 years of free access to our IT Helpline
  • Unlimited access - call or email our team as often as you need
  • Ask about any content covered on your course
  • Included in the price of our training sessions

Did you know...

...how to work with the right functions to analyse your large set of data?

This course will teach you techniques for speedy analysis and show you how to set up complex automated dashboards.

Happy also has a range of different level Excel courses. See below:

Beginner Excel Core Level 1 for anyone who has never used Excel before. Find out more

Intermediate Excel Core Level 2 to enable you to use time-saving techniques including Conditional Formatting, range names and formulas such as Average, Min, Max and Count IF. Find out more

Advanced Excel Core Level 3 to enable you to take functions further and be able to make them more powerful by nesting them. Find out more