Excel for Sales Teams

Course length – 1 day


Delegates should have knowledge of the topics from the Excel Level 1 course with an understanding of simple calculations.


  • Working with large worksheets and workbooks
  • Linking data
  • Use statistical and lookup functions
  • Identify and locate formulas
  • Utilise Excel’s database and filtering features
  • Create and change PivotTables
  • Produce charts / graphs
  • Analyse data with conditional formatting


Working with Large Worksheets / Workbooks
  • Navigate around large worksheets
  • Select data
  • Freeze panes and split screen
  • Find and replace
  • Arranging worksheets/ workbooks
Linking Data
  • Linking data
  • Calculating across worksheets
  • Hyperlinks
  • Consolidate worksheets / workbooks
  • Vlookup
  • Statistical (average, median, mode)
  • Identify formulas
  • Conditional formatting
  • Goal seek
Excel’s Database & Filtering Features
  • Creating a table/list
  • AutoFilter and advanced filter
  • Sorting
  • Sub totals and outlining
Create Charts / Graphs
  • Inserting a chart
  • Chart types
  • Formatting
  • Adding/removing data
  • Creating and changing a PivotTable
  • Formatting the PivotTable
  • Changing the layout
  • The PivotTable fields
  • Using calculations
  • Refreshing the PivotTable

Topics not what you require? Contact us to discuss, all courses can be tailored to your needs, topics mixed and matched from other outlines (Excel training courses).

1 to 1 training: £299 per day
Each additional person: £40 per day

We come to you.  Courses take place at your offices, using your equipment.

We recommend no more than 8 people on a course.