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EXCEL BEGINNER TO INTERMEDIATE

Master essential Excel functions and formulas

Automate calculations and improve workflow efficiency

Analyze data using advanced formulas and logical functions

Organize and manage data with tables and structured references

Clean, transform, and prepare data using Power Query

Import data from CSV, databases, PDFs, and web sources

Create dynamic reports with PivotTables and PivotCharts

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About This Course

This comprehensive course takes you from the basics to advanced techniques, ensuring you can confidently manage large datasets, streamline reporting, and apply analytical methods to support data-driven strategies. With hands-on training in functions, formulas, Power Query, PivotTables, and predictive analytics, you'll gain the skills to turn raw data into actionable insights—critical for professionals in finance, business, operations, and beyond. From organizing complex spreadsheets to building interactive dashboards, this course will equip you with practical expertise that can enhance productivity and decision-making across various industries. Whether you’re working with financial models, project data, or business performance metrics, mastering Excel means working smarter, not harder.

Course Cost: R 2250

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Next Course Date:

Date: 29 June 2026

Time: 1 Full Day Session from 8:30am - 16:00pm

About the course

In today’s data-driven world, mastering Microsoft Excel is no longer just a valuable skill—it’s an essential one. Whether you're managing financial data, analyzing business trends, or optimizing workflows, Excel provides the tools needed to work efficiently and make informed decisions. Understanding its full capabilities allows you to manipulate data, automate repetitive tasks, and generate insightful reports that drive results.

This comprehensive course takes you from the basics to advanced techniques, ensuring you can confidently manage large datasets, streamline reporting, and apply analytical methods to support data-driven strategies. With hands-on training in functions, formulas, Power Query, PivotTables, and predictive analytics, you'll gain the skills to turn raw data into actionable insights—critical for professionals in finance, business, operations, and beyond.

From organizing complex spreadsheets to building interactive dashboards, this course will equip you with practical expertise that can enhance productivity and decision-making across various industries. Whether you’re working with financial models, project data, or business performance metrics, mastering Excel means working smarter, not harder.

What you will learn on this course:
 

  • Master essential and advanced Excel functions – Develop a strong foundation in Excel, from basic spreadsheet navigation to advanced formulas that streamline calculations and automate workflows.

  • Enhance data analysis with formulas, tables, and conditional operations – Learn how to efficiently organize, manipulate, and analyze data using powerful functions like SUMIFS, VLOOKUP, INDEX-MATCH, and logical formulas that improve decision-making.

  • Extract, clean, and transform data from various sources using Power Query – Connect Excel with multiple data sources (CSV, databases, PDFs, and web data), perform transformations, and automate data preparation to create accurate, structured datasets for reporting.

  • Utilize PivotTables and PivotCharts for interactive and insightful reporting – Learn to summarize and visualize data dynamically, filter key insights, and create interactive reports with slicers, timelines, and calculated fields to drive better business decisions.

  • Create visually compelling dashboards and automate workflows with Macros – Design professional dashboards that present complex data in an easy-to-read format using charts, sparklines, and dynamic reports. Automate repetitive tasks with Excel Macros and VBA to improve efficiency.

  • Apply predictive analytics techniques for forecasting and business insights – Use advanced forecasting tools, regression analysis, and time series modeling to predict trends, optimize budgets, and support data-driven decision-making with confidence.


Who is this course for:

This course is ideal for:

  • Business professionals handling large datasets

  • Financial analysts and accountants

  • Project managers and consultants

  • Data analysts and researchers

  • Anyone looking to maximize their Excel efficiency

On completion of the course, you will receive the following:

  • A certificate of completion

  • 3-month access to recordings of live sessions

  • This is a live interactive course, allowing you to ask the presenter questions in real-time.

Note: Live sessions must be attended to qualify for the certificate; recordings are for review only.

What is covered in this course

2015-2017

Section 1: Data Management – Spreadsheet Tools & Techniques

  • Understanding structured data management in Excel

  • Formatting for visual impact: Themes, sparklines, and conditional formatting

  • Advanced data validation: Lists, dates, and custom rules

  • Essential text and number functions: LEFT, RIGHT, MID, CONCATENATE, VALUE

  • Working efficiently with Excel tables instead of cell ranges

  • Conditional calculations: SUMIF, SUMIFS, SUMPRODUCT, COUNTIF, COUNTIFS

  • Data lookup techniques: VLOOKUP, XLOOKUP, MATCH, INDEX, Table & Slicer combinations

  • Time-based calculations: Extracting and manipulating date values

  • Find, replace, and substitute for text manipulation

  • Statistical analysis: Calculating Upper (UCL) and Lower (LCL) control limits

  • Scenario Manager for what-if analysis

2011-2014

Section 2: Power Query – Automating Data Extraction & Transformation

  • Extracting data from Excel, PDFs, CSVs, databases, and web sources

  • Creating and managing Power Queries for automation

  • Transforming raw data efficiently with Power Query tools

  • Loading data into tables, PivotTables, charts, and the Excel Data Model

  • Comparing Power Query with Macros: When to use each

2007-2010

Section 3: PivotTables – Data Analysis & Visualization

  • Creating and formatting PivotTables for insightful reporting

  • Advanced sorting and filtering techniques

  • Expanding and collapsing reports for better navigation

  • Summarizing data with SUM, AVERAGE, MIN, MAX, COUNT functions

  • Using calculated fields and custom formulas in PivotTables

  • Creating slicers and timelines for interactive reports

  • Designing PivotCharts to visually represent data trends

Section 4:

Advanced Dashboards, Macros & Predictive Analytics

  • Designing interactive Excel dashboards for business intelligence

  • Automating repetitive tasks with Macros

  • Identifying key business drivers using statistical tools

  • Creating and interpreting scatter graphs for correlation analysis

  • Building accurate forecast models using Excel formulas

  • Testing and refining predictive models for better decision-making

Section 4:

Time Series Analysis & Budget Forecasting

  • Understanding time series analysis in Excel

  • Budget prediction techniques using historical data

  • Applying the Winters 3 Method for trend and seasonality forecasting

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Company Information

Tacit Skills is an registered CPD Accredited Training Provider
 

Company Registration Number:
CSD: 2022/568336/07

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