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Skill Overview

This one-day, non-regulated course is designed for employed adults who have basic Excel skills and want to develop their skills and apply it to a workplace setting. Learners will build confidence in using more advanced formulas, data validation, conditional formatting, and introductory data analysis tools to handle workplace datasets efficiently and responsibly. Wider themes such as safeguarding, GDPR, accessibility, and data integrity are embedded to ensure compliance with professional standards. 

Flexible Delivery: Sessions can be adapted to suit employer needs in terms of content focus and delivery format (on-site, in-house, or online). Feedback from employers can shape the content and examples used to ensure maximum workplace relevance.

This is a non-regulated course.
Session Duration: 4 hours (1 day)

Key Topics (dependant on employer needs):
- Intermediate Functions – IF, COUNTIF, and CONCATENATE/TEXTJOIN for logical and text-based calculations.
- Data Validation & Conditional Formatting – reducing errors, improving clarity, and visually highlighting key information.
- Tables, Sorting & Filtering – structuring datasets for improved analysis and navigation.
- Introduction to PivotTables – summarising and analysing larger datasets effectively.
- Professional Presentation of Data – creating clear and accessible reports for workplace decision-making.
- Safeguarding & GDPR – embedding responsible data handling practices.

Employer Benefits:

- Minimises disruption through flexible delivery – sessions can be delivered on-site, in-house at our training centre, or online, with timing adapted to shift patterns and operational needs.
- Increases data accuracy – staff learn to apply data validation and structured workflows to reduce costly errors and inconsistencies in reporting.
- Enhances decision-making – employees develop skills to analyse, interpret, and present workplace data clearly, improving reporting and compliance monitoring.
- Boosts efficiency – improved Excel skills help staff complete data tasks more quickly, freeing up time for higher-value responsibilities.
- Supports compliance and GDPR standards – participants embed responsible data handling practices, ensuring sensitive information is managed securely and professionally.

Learning Objectives

As this course is flexible, learning objectives may vary dependant on your employer needs.

Some learning objectives may include the following:

1. Use Intermediate Functions – Apply IF, COUNTIF, and CONCATENATE/TEXTJOIN to improve data accuracy and efficiency in workplace tasks.
2. Enhance Data Quality – Implement data validation and conditional formatting to control input and highlight key trends or risks.
3. Organise and Analyse Data – Create tables, use sorting/filtering, and build basic PivotTables to summarise and interpret datasets.
4. Produce Professional Reports – Integrate multiple Excel tools to create clear, accurate, and visually effective workplace reports.
5. Apply Compliance Principles – Use Excel responsibly with awareness of safeguarding, GDPR, and accessibility requirements.

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Funding Eligibility

This course is part of our Skills Development Service.

To be eligible for this training, you must be:

•	19 years old or over 
•	Employed, volunteering or an unpaid worker.
•	Have the right to live and work in the UK. 
•	You must not already have achieved a level 2 qualification, in this subject, in the last 3 years.

This support is available for those living in Greater Manchester or one of the neighbouring areas. These include parts of Lancashire, Derbyshire, Merseyside, West Yorkshire, and Cheshire – your eligibility will be checked by one of our Skills Coaches

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