Enginance offers training courses for business-users of Microsoft Excel™. Our courses are derived from experience of using Excel for calculation and analysis since 1995; this means that our courses focus on the key elements of Excel in the workplace and are run by those who regularly use Excel in a professional ‘real-world’ context.

Attendees learn how to interface with the software and use the key functions most useful in a business and analysis context.  A number of examples are workshopped and attendees may keep their work from throughout the day for future reference.

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We offer fully bespoke training packages, or a choice of two set courses:

(1) Elementary

  • Covers all that you will need to be an effective business-user of Excel
  • Designed for anyone:
    • New to Excel
    • Wanting a refresher of the basics and best practice
    • Who uses Excel in a limited capacity and wants to know more, and/or
    • Planning to use Excel up to an ‘Intermediate’ level
  • Full-price: £250 per person (+ VAT), Concessions: £175 per person (+ VAT)
  • Course dates are agreed to suit you, taking place in London (EC2A)
  • Scroll-down for syllabus information
  • Register your interest

(2) Advanced

  • Covers advanced approaches and functionality for further analysis and modelling
  • Designed for anyone:
    • Familiar with the basics of Excel to an intermediate level
    • Wanting to learn additional & advanced functions
    • Who regularly undertakes detailed and extensive analysis, and/or
    • Planning to use Excel up to an ‘Advanced’ level and for cost modelling
  • Full-price: £350 per person (+ VAT), Concessions: £275 per person (+ VAT)
  • 15% discount for those on the Elementary course within the previous 6 months
  • Course dates are agreed to suit you, taking place in London (EC2A)
  • Scroll-down for syllabus information
  • Register your interest

Prices include:

  • Training material
  • A free ‘best practice’ guide to assist you in your work after the training day
  • Computers and all necessary software (on the day)
  • Lunch and refreshments throughout the day

Concessions apply to charities, school leavers, students, etc.

Our training takes place in Central London, EC2A, between Old Street, Liverpool Street, Moorgate and Shoreditch stations where each candidate is supplied with a computer to work on.

Alternatively, if you and your staff have laptops and a meeting room with a projector/screen we can deliver either course at your office. The price for this would be no more than shown above and likely to be lower; the savings would increase in accordance with the number of people to be trained.

Our cancellation policy is 100% refund when cancelling with more than 2 weeks notice, 50% refund when cancelling within 2 weeks, and no refund when cancelling within 1 week.

Why Enginance?

Our Excel training courses are differentiated from others by:

  1. Offering single stand-alone courses; by attending our Elementary course there is no need for any further training when undertaking typical business-user analysis
  2. Our courses being forged from business analysis and financial modelling experience since 1995, thereby covering the most purposeful/useful elements of Excel in a single concise course and not spending time on any superfluous content
  3. Providing a mixture of input and output learning: input being the theory of Excel functions, etc. during the morning and output being working through examples and applying what has been learnt in real-time
  4. Allowing you to bring with you (and to work on) spreadsheet tasks that you are struggling with, in place of working on case studies, with the trainer on-hand to assist
  5. Providing a free ‘best practice’ reference sheet for continual reference to take away
  6. Allowing you to take away what you do during the day, for future reference
  7. Enabling you to learn at your own pace, irrespective of others in the room and their relative ability
  8. After the training course, offering each attendee a 2-month discount of 25% off Enginance’s unique spreadsheet helpdesk (click here for more information) for ongoing support and assistance

Further details & syllabus

Each course caters for no more than 14 attendees in a session. From experience, this is the maximum that one trainer can accommodate comfortably. We focus our training around Excel 2010 (currently the most widely used version of Excel in the workplace and a good match to Excel 2013 and Excel 2016 in terms of functionality covered in our courses) with all attendees having their own computer to work on, following the trainer working on a live screen. The day is split into four sections, for each of our courses:

Excel training - syllabus

The Introduction to Microsoft Excel covers the look & feel of Excel and familiarising the user with how to navigate the software; looking at ‘ribbons’, buttons in the corners of the screen, and useful functionality via the left and right mouse buttons. Best practice is considered and the basics of renaming worksheets, formatting cells, sorting/filtering, setting print-areas, etc. are all covered. The advanced introduction also covers principles of ‘error trapping’ (i.e.: identifying and solving errors), dynamic analysis and how to quickly audit/check work that you inherit.

The Key & Advanced Functions cover the top twenty most-widely used functions in the workplace on an importance basis. The most important are addressed first. Each is done via worked-examples in the software with the candidate following the trainer at their own pace. These are (1 = most important):

  1. SUM
  2. SUMPRODUCT
  3. SUMIF
  4. MAX
  5. MIN
  6. AVERAGE
  7. COUNT
  8. COUNTIF
  9. VLOOKUP
  10. IF
  11. ROUND
  12. ABS
  13. TEXT
  14. CELL
  15. FIND
  16. HLOOKUP
  17. ISERROR
  18. INDEX
  19. INDIRECT
  20. PMT

Functions 1 to 9 are covered in our Elementary course, 9 to 20 are covered in our Advanced course. In the Elementary course the creation of graphs and charts is also covered.

The Data analysis & presentation section covers how to present data, control analysis via data validation, use range names to improve data-referencing, perform conditional formatting and how to ‘goal seek‘ for an iterative calculation (e.g.: the content of a calculation that needs to be a percentage of a final value).

The Case Study section is structured around a number of basic, intermediate and advanced tasks. Each attendee can select which best suits them to employ the key functions that have been learnt in the prior session. There is no pressure or ‘show & tell’ afterwards and it is up to the attendee to get the most that they can from the session. It is a workshop environment so attendees can help each other and ask the trainer for assistance.

The Course Recap is when the class come together and go over key elements that may need to be revisited. This is by majority-vote so where any course content needs a second pass this can be done. Alternatively, attendees can use this session to continue working on case studies.

At the end of the day, attendees transfer all their work and content onto a personal USB stick to take away with them for future reference. Alternatively this data can be emailed to attendees, after the event.

All content from our courses, in Excel 2010, is compatible with later versions of Excel being in *.xlsx files (not *.xls), such as Excel 2013 and Excel 2016.