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excel consultants sheffield yorkshire


Dr Peter Clayton
BEng MBA PhD
CMC CMgr FCMI FIC CMgr=Chartered Manager; FMCI=Fellow of the Chartered Management Institute; FIC=Fellow of the Institute of Consulting

EXCEL TRAINING COURSES: Advanced, Intermediate, Refresher and Bespoke

Speed up and improve your Excel spreadsheets every day by learning the functions, tools and tricks that make a difference on real projects.

With over 1000 business Excel systems created I know which parts you really need to know and can explain those which are worth learning. Many Excel training courses teach you functions and formulas that I've never used in my entire Excel career so I will only train you in those that you will actually find useful.

I run Excel training courses at your offices as needed or online over shared screens. I build a training matrix around your specific requirements and ideally use your actual files as live examples so you end up with an advanced version of them which you fully understand and can maintain yourself.

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Excel Training Courses & Coaching

  1. Onsite training & coaching to demonstrate only those Excel functions and techniques you need to do your specific job better. Ideal for the intermediate to advanced user.
  2. Top-up refresher training for managers who already use Excel - be shown lots of different available functions quickly then be trained only in those you need.
  3. Online Excel training using shared screens (eg Skype, TeamViewer or join.me) as needed at the time eg demonstrate how to use a particular function immediately without leaving your desk and with no travel costs.
  4. Become more profficient in your daily work by minimising the time you spend on Excel and become more "lean" in everything you do.
  5. Be trained by someone who is an Excel trainer, expert and power user not just by someone who trains it in a classroom. I've done built over 1000 Excel systems so know what you need to really know.
  6. Please note that I don't provide training for absolute beginners in Excel as your local training company is probably better suited to doing this. However if you need someone who has used Excel to solve complex real life problems please contact me with your needs.
  7. I can also provide drop-in sessions at your offices where staff bring Excel documents they are working on to get instant expert help and advice.

I have run advanced and intermediate Excel training for large and small companies including:

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I run any form of refresher, bespoke and/or customised Excel training courses, online or onsite.

Contact me to discuss your requirements and sample Excel training course matrix

Typical training topics which can be covered by your Excel trainer:

  • How to structure and set out your Excel files for maximum efficiency and accuracy (one of the most overlooked things you need to know and rarely trained).
  • Extracting data from different types of lookup tables in the most efficient way.
  • Creating formulas that give different values based on other variables.
  • Pivot tables and pivot charts with slicers for extracting data very quickly from large data sets.
  • Simple macros which don't involve programming skills.
  • Moving around an Excel file efficiently and quickly.
  • Creating efficient and re-useable formulas with absolute and relative cell referencing.
  • Building formulas that are easier to read.
  • Building simple and more complex formulas - how to do so reliably and how to check they are right.
  • Formatting worksheets so they look and print well.
  • Linking different sheets and files to extract data from other places.
  • Working with dates for calculating time differences and for calculating monthly totals.
  • Building complicated formulas with multiple formulas inside.
  • Text manipulation for analysis and display.
  • Filtering and sorting data.
  • Automating repetitive actions.
  • Statistical and Financial functions.
  • Auditing formulas to ensure accuracy.
  • Error handling and analysis.
  • Colouring cells in particular colours based on their values.
  • Creating dropdown lists that show all the items in a list regardless of the number of items in the list.
  • Data manipulation and management done efficiently and sustainably.
  • Protecting a worksheet and workbook with passwords.
  • Making Excel files smaller than normal so they are quicker and can be emailed.

In my opinion the following topics should not be in Excel training courses as standard as I never use them or have almost never used them in over 1000 projects:

  • Solver and Scenarios.
  • Analysis Toolpak.
  • Interactive Forms.
  • Data Functions (DGET, DCOUNT, DSUM, etc).
  • Array Formulas.
  • Styles & Templates.
  • Sparklines.
  • ODBC connectivity.
  • Workbook Merging
  • Data Tables.
  • Track Changes.

Contact me to discuss your requirements and sample Excel training course matrix

microsoft office specialist excel 2007 2010
Excel Expert Microsoft Certified
Institute of Consulting IC Fellow of the Institute of Consulting

Certified Management Consultant CMC
Certified Management Consultant

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PRINCE2 & MSP Practitioner, Project Management
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All business and management consultants services can be in Excel 2016, Excel 2013, Excel 2010 or Excel 2007.
Expert help in Excel is provided as part of general business consultancy.
Based in Sheffield, Yorkshire; working across the UK and abroad.

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