Automating Analysis with Advanced Features of Excel


This course is intended for experienced Excel users seeking to advance their skills and find short-cuts and tips to get more from Excel. It will introduce participants to Excel's automated techniques in both forecasting and historical analysis.

Venue details:  
Virtual Classroom, , Online
Start date & time:  
11 June 2020 09:30
End date & time:  
12 June 2020 13:00
By registering for this course you have accepted the terms and conditions
Training ticket cost:  
CPD hours:  
Speaker details
First nameLast name
Professional Training


Product type:  
CPD course
Technology and data


This course will be delivered over two half days via Zoom. Thursday 11 & Friday 12 June 2020, 9:30am - 1:00pm .

Who should attend

This course is for accountants, and other business professionals, with existing advanced Excel skills. It is not appropriate for anyone new to Excel, or who is not using Excel regularly, at a level comparable to the Institute's Intermediate or Advanced Excel courses.

Course overview

  • Macros - useful macros will be presented especially covering more tedious areas such as printing, graphing, filling etc.
  • Functions - A number of powerful Excel functions useful for analytical purposes will be introduced such as SUMPRODUCT, D functions, financial functions and information functions (CELL, ISERROR, TRIM etc.)
  • Time based functions
  • Toolbars and Custom toolbars
  • Graphs
  • Forecasting model
  • Data Consolidation techniques
  • Pivot Tables - Practical examples
  • Range names - advanced uses

Key learning outcomes

By the end of this course, participants will be able to:

  • Utilise Excel skills to maximise output versus time input
  • Demonstrate the power of Excel without recourse to programming in VBA i.e. using the present tools in Excel

What do you need to access this course

  • To get the most from your course, it is strongly recommended that participants have two monitors. This allows the Zoom window to be in one monitor and the application that is the subject of the training in the other
  • It is possible to attend the training with a single monitor and there are some specific techniques that we can demonstrate to make the most of the available screen real estate. Please make sure you inform the trainer at and ensure to attend the test session before your course if you have a single monitor
  • It is strongly advised that all participants attend the test session prior to the training - this will allow you to verify that your computer and internet connection will work properly and iron out any technical issues in advance
  • The course will be delivered using Microsoft Office 365 Professional. If you are using this software, please ensure it is installed and that you are logged in properly - some features are disabled until you log in. Please inform the trainer or email us if you are using an older version of Microsoft Office and be aware that some of the features covered in the training may not be available
  • We prepare our files on Windows 10 - if you would like to us an Apple MacBook please ensure that Office is installed and verify that the course files open properly prior to the training

Speaker bio

Professional Training is a group of experienced specialists providing focused training in IT and Management skills. Our trainers use a combination of tailored, flexible approaches and real-life business knowledge to develop and provide techniques and solutions for immediate implementation by our course participants. We have delivered a range of CPD programmes with Chartered Accountants Ireland since 1997. Website: