Format
This course will be delivered via Zoom. The Zoom link will be emailed to participants the day before the course is due to take place.
Who should attend
This course is ideal for professionals who use Excel regularly and want to enhance their skills. It’s perfect for accountants, business analysts, data managers, and administrative staff looking to improve efficiency in reporting and data management. Anyone with basic Excel knowledge who wants to master advanced formulas, PivotTables, charts, and collaboration tools will benefit. If you’re looking to work smarter with data, this course will help you boost productivity.
Course overview
- Features - Flash Fill, Quick Analysis, Quick Access
Toolbar, Customising Ribbon Tab, Analyse, Smart Lookup, Auto Correct, Copy
& Paste, Table of Content
- Working with Charts - Waterfall, Histogram, Pareto,
Sunburst, People Graph, Combo Chart
- Working with Functions - Conditional Formatting,
Flash Fill, Text Join, ConCat, Absolute Reference, Names
- Working with Formulas - IfError, If, Ifs, CountIf,
SumIf, VLookUp, VLookup & IfError, XLookup, Data Validation
- Pivot - Pivot Table, Pivot Chart, Timeline, Slicers
- Tables - Formatting Tables, Working with Tables
Key learning outcomes
By the end of this course, participants will be able to understand and apply:
- Advanced Formulas & Functions - Apply logical, lookup, and text functions for efficient
data processing.
- Managing & Analysing Data - Organize, filter, and sort large datasets effectively.
- Creating & Customising Charts - Visualize data with dynamic charts and graphs.
- Working with PivotTables & PivotCharts - Summarize and analyze complex data sets.
- Applying Conditional Formatting - Highlight key data trends and patterns.
- Using Data Validation Techniques - Control data entry and maintain accuracy.
- Enhancing Efficiency with Named Ranges - Simplify formulas and navigation.
- Automating Tasks with Excel Features - Utilize Flash Fill and Quick Analysis tools.
- Collaborating in Excel 365 - Share, comment, and work on spreadsheets with others.
- Improving Productivity with Shortcuts & Tips - Speed up workflow with essential Excel tricks.
All participants should please note:
- Microsoft Office/ Apps Version
Participants should have a Microsoft 365 subscription but supported older desktop versions are workable.
Microsoft Excel 365 for Mac has some incompatibilities with Windows and certain features are not available. Contact us before booking if you are in any doubt about your setup.
We prepare the files and deliver the course using Windows 11 but Windows 10 on Extended Support is fine.
This allows better viewing of the trainer's screen and relevant Microsoft 365 application or AI site. If you only have a single screen, please inform us prior to the course.
If you would like to test your connection and setup prior to your course, please contact info@professional.ie or 01 6627700 and we will arrange this with you.
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.
Note for Legacy CPA Members
Members who joined Chartered Accountants Ireland following the amalgamation on 1 September, please contuine to book on the CPA Portal here to ensure you receive your member discount.
Contact us
If you have any questions regarding this or any other CPD course or requirements, please feel free to contact the team here or call us at (+353) 01 523 3930
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