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Microsoft Excel – optimising your workflow as well as tricks, tips and techniques to improve your operations

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Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

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Speed up daily work - You will master keyboard shortcuts plus faster ways to select, copy and move data, so you can complete repetitive Excel tasks with fewer clicks and noticeably less manual effort.

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Make workbooks faster - You will learn how to write more efficient formulas, avoid design mistakes that slow files down, and choose better functions so your workbooks stay responsive with larger datasets.

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Organize worksheets better - You will use conditional formatting, frozen headers, named ranges and grouping to make your sheets easier to read, easier to navigate and much more comfortable to use every day.

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Analyze data with ease - You will use Excel Tables, PivotTables, slicers and basic Power Query tools to structure data faster, filter results more effectively and build useful reports without overusing formulas.

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Present results clearly - You will create clearer charts, avoid common visual mistakes and build dynamic data presentations, helping your audience understand key findings faster and with less explanation.

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Automate routine tasks - You will use the macro recorder to build simple automations for data cleanup, reporting and printing, reducing repetitive manual work and saving time in your everyday Excel tasks.

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Work better with others - You will learn how to share files safely, track changes, protect worksheets and manage external links, so collaborating on shared workbooks becomes smoother and more reliable.

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Handle large files confidently - You will learn practical ways to organize bigger workbooks, diagnose performance issues and reduce the risk of Excel freezing when you work with heavier files and larger data volumes.

Training programme

1. Faster work with a spreadsheet – tricks and shortcuts

  • key keyboard shortcuts speeding up work (e.g. Ctrl + ;, Ctrl + Arrow, F4, Ctrl + Enter),
  • effective selecting, copying and moving of data,
  • filling series, custom lists and quick organizing of data,
  • creative use of the "Paste Special" option.

2. Optimization of formulas and performance

  • how to write formulas that work faster,
  • avoiding errors that slow down files (nesting, redundant functions),
  • alternatives to popular but slow functions (e.g. instead of VLOOKUP – XLOOKUP),
  • monitoring and diagnostics of workbook performance.

3. Effective formatting and navigation

  • conditional formatting with purpose – not just red cells,
  • freezing headers, dynamic ranges, custom names,
  • creating readable worksheets with the help of „Hide/Show”, grouping, outlines and buttons.

4. Intelligent data analysis

  • Excel tables and their advantages (automatic expansion, formulas, summaries),
  • pivot tables – quick analysis without formulas,
  • slicers and timeline – dynamic reports without VBA,
  • data transformation using Power Query (basics).

5. Charts and data presentation

  • typical visual errors and how to avoid them,
  • quick creation of readable charts (color, description, sorting),
  • creating dynamic charts dependent on user selections,
  • custom charts and chart tricks (e.g. bubble charts, bars in cells).

6. Automation of simple activities

  • macro recorder – creating automatic operations without knowledge of VBA,
  • macros for everyday activities: data cleaning, printing, report,
  • simple macros for buttons and interaction with the user.

7. Practical tips for teamwork

  • file sharing, versioning, checking changes,
  • protecting ranges and worksheets,
  • working with external files, links and their control,
  • organizing large files – how not to cause „Excel to freeze”.

What are the prerequisites for participating in the training?

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Basic Excel skills - You should be comfortable moving around a worksheet, entering and editing data, saving files, and using basic tabs and commands without needing an introduction to the program.

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Simple formulas and functions - You should know how to enter simple formulas, use basic functions and understand cell references, so you can keep up with the parts focused on formula optimization.

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Working with data tables - You should have experience working with data lists or tables, including sorting and filtering, because the training expands these skills toward analysis and data organization.

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Regular use of Excel - You will benefit most if you use Excel in your daily work and perform repetitive tasks on data, reports or summaries that you want to complete faster and more efficiently.