Excel training built for your job. Free, interactive, boost to your CV.

Who it's for

Medical secretaries, ward clerks, GP practice administrators and receptionists, booking and appointment clerks, patient pathway coordinators and RTT validators, clinical audit and governance admin, rota coordinators, health records staff, care-home administrators.

What you'll use Excel for

• Cleaning patient lists exported from PAS/EPR and GP systems (Cerner, Epic, EMIS, SystmOne): NHS numbers losing leading zeros, dates arriving as text, names in capitals, duplicate rows.
• Waiting-list and pathway tracking: weeks waited, RTT 18-week breach dates, cancer 28-day FDS and 62-day deadlines, overdue follow-ups, DNA and cancellation rates, clinic utilisation.
• Staff rotas, annual leave, sickness and mandatory-training expiry trackers; bank staff timesheets and hours.
• Audit data collection and simple charts for governance and clinical audit meetings.
• Clinic letters and patient mailings via mail merge.
• Stock and consumables ordering, petty cash.
• Sharing trackers on SharePoint/Teams and collecting Friends & Family Test feedback via Forms – all within Information Governance rules.

What's in the track

Full Basic

Modules 1–3, including custom number formats for NHS and phone numbers, conditional formatting with formula rules for overdue dates, and percentages (DNA %, utilisation %).

Full Intermediate

Dates & times (TODAY, DATEDIF for age, NETWORKDAYS with bank holidays for working-day SLAs, EDATE for breach dates, hours for rotas and timesheets); IF/AND/OR, COUNTIFS/SUMIFS; text cleaning (TRIM, PROPER, LEFT/RIGHT/MID, Text to Columns, text-to-number); XLOOKUP/VLOOKUP with IFNA; sorting, filtering, Tables, Remove Duplicates, Data Validation, sheet protection, safe CSV imports, mail merge; basic and stacked charts; PivotTables (appointments by clinic/consultant/month, slicers, distinct patient counts).

Intro Advanced-lite

Power Query to clean a weekly export once and refresh; UNIQUE/FILTER; median waits and simple KPI stats; audit sampling with RANDBETWEEN; Power Automate and Office Scripts awareness.

Full Workplace & AI skills

Excel for the web, SharePoint/Teams, version history, co-authoring, Forms, GDPR and IG, accessibility (public-sector duty); AI – Analyze Data, Copilot, AI-written formulas, and strict “no patient-identifiable data in public AI tools” guidance.

Who it's for

Office administrators, receptionists, team and department administrators, PAs and EAs, office managers, customer-service and facilities admin, business administration apprentices.

What you'll use Excel for

• Contact, supplier, visitor and asset lists – sorted, filtered, de-duplicated and printable.
• Expense claims, petty cash, mileage (HMRC 45p/25p), invoice and PO logs with VAT.
• Team holiday and absence trackers with days-remaining calculations.
• Meeting-room and desk bookings, task and action lists with due dates.
• Event registrations, name badges and letters via Forms and mail merge.
• Simple departmental budgets and stationery/stock orders.
• Professional-looking printouts and PDFs; sharing on SharePoint, Teams and by email.

What's in the track

Full Basic

Modules 1–3 with extra emphasis on formatting, printing and page setup, Paste Special, Flash Fill, file types and percentages.

Full Intermediate

IF, COUNTIF/SUMIF (SUMIFS intro), IFERROR; PROPER/TRIM/&, Text to Columns; TODAY, due-date logic, NETWORKDAYS intro; VLOOKUP and XLOOKUP basics with IFNA; sorting, filtering, Tables, Remove Duplicates, Data Validation dropdowns, sheet protection, CSV import, mail merge; basic charts; PivotTables (counts and sums, grouping by month, slicers).

Intro Extras

Conditional formatting formulas, budget vs actual, VAT and mileage, holiday entitlement, SUBTOTAL – and hyperlinks in full.

Full Workplace & AI skills

The whole collaboration module (Excel for the web, OneDrive, sharing and permissions, co-authoring, comments, Teams, Forms, Word/PowerPoint/Outlook, GDPR basics, accessibility intro, mobile); AI core (Analyze Data, Copilot, AI for formulas, safe use).

Bonus Optional

Power Query intro, UNIQUE/FILTER.

Who it's for

Project coordinators and administrators, PMO analysts and support, junior project managers, delivery and programme coordinators, change coordinators.

What you'll use Excel for

• Project plans and Gantt-style timelines from start dates and durations (working days, bank holidays).
• RAID logs, action logs and decision logs with owners, due dates and RAG status.
• Milestone and status reporting; weekly dashboards pasted into PowerPoint or Teams.
• Budget tracking: planned vs actual vs forecast, % complete, burn rate.
• Resource and capacity planning, timesheets.
• Tidying exports from Planner, Jira, MS Project or Monday.com.
• Change requests and stakeholder updates via Forms and Power Automate.

What's in the track

Full Basic

Modules 1–3 including hyperlinks, grouping and outlining, 3D references.

Full Intermediate

Conditional formatting with formulas (RAG, overdue, Gantt bars); IF/IFS/AND/OR, COUNTIFS/SUMIFS/MAXIFS; dates (WORKDAY, NETWORKDAYS, EDATE/EOMONTH, deadline logic, % of time elapsed); XLOOKUP, IFNA, INDEX/MATCH intro; Tables, Data Validation (status lists, in-cell checkboxes), dependent dropdowns intro, protection; charts (Gantt via stacked bar, burndown, combo, dashboard layout, linking charts into PowerPoint); PivotTables (actions by owner/status, timelines, PivotCharts, multi-pivot dashboard intro).

Intro Advanced-lite

FILTER for “open actions by owner”, UNIQUE, SORT, SEQUENCE for timeline headers; budget variance, running totals, SUMPRODUCT intro, NPV intro for business cases; Goal Seek and Scenario Manager intro; Power Query intro (import and append tool exports and timesheets); Power Automate reminders (in full) and Office Scripts intro.

Full Workplace & AI skills

Collaboration in full (co-authoring, Sheet Views, Teams, Forms, version history), AI core, and strong documentation and version-control practice.

Who it's for

Bookkeepers, accounts assistants, purchase and sales ledger clerks, credit controllers, payroll administrators, assistant and management accountants, finance analysts, SME finance managers, practice staff, AAT/ACCA/CIMA students.

What you'll use Excel for

• Bank reconciliations and matching transactions against Sage, Xero and QuickBooks exports.
• Aged debtors and creditors, credit-control chasing lists, customer statements.
• VAT returns and MTD working papers (20%/5%/0%), gross/net calculations.
• Prepayments, accruals, fixed asset registers and depreciation schedules.
• Budgets, forecasts, cash-flow forecasts and budget vs actual variance commentary.
• Management accounts packs and KPI dashboards; consolidations across departments and entities.
• Loan schedules, investment appraisal and sensitivity analysis.
• Payroll checks, journals, CSV uploads to finance systems; reviewing other people's spreadsheets.

What's in the track (close to the full catalogue)

Full Basic

Extra depth in accounting and custom formats (brackets for negatives, £k), named ranges, rounding to the penny, formula auditing tools.

Full Intermediate

All logical, text, date (EOMONTH, financial and tax year, working days and payment terms), lookup (VLOOKUP/XLOOKUP/INDEX-MATCH, multi-criteria) and data tools (Tables, validation, SUBTOTAL/AGGREGATE, Consolidate, protection); charts including waterfall, combo and dashboards; full PivotTables including calculated fields, GETPIVOTDATA and multi-pivot dashboards.

Full Advanced

Dynamic arrays (UNIQUE, FILTER, SORT, LET, VSTACK); financial functions (PMT family, NPV/IRR/XIRR, depreciation); ageing analysis; cash-flow models; Goal Seek, Data Tables, Scenario Manager; Power Query end-to-end (bank statements, trial balance mapping, append, merge/anti-join reconciliations, combine files from a folder).

Intro Advanced tools taster

Power Pivot/DAX and Power BI; macro recording; Solver; statistics; linked data types. Bonus: Python in Excel.

Full Workplace & AI skills

Collaboration (sensitivity labels, locking models, version control), AI (generating formulas, explaining other people's formulas), reconciliation checks and documentation.

Who it's for

HR administrators, officers and advisors, HR coordinators, recruitment coordinators and resourcers, talent acquisition, L&D coordinators, payroll and benefits administrators, junior people analysts, HR business partners.

What you'll use Excel for

• Employee master lists, starters and leavers, headcount and FTE by department.
• Absence tracking and Bradford Factor; holiday entitlement (5.6 weeks, pro-rata, 12.07% accrual for irregular hours), carry-over.
• Probation end dates, length of service, age bands, right-to-work/visa and DBS expiry alerts, training compliance.
• Recruitment pipeline: candidates by stage, time-to-hire, source effectiveness, offer acceptance rate.
• Pay bands and salary benchmarking, pay review modelling, gender pay gap (mean/median, quartiles).
• Equality and diversity monitoring with small-number suppression.
• Letters and contracts via mail merge; surveys and applications via Forms.
• Strict confidentiality: special-category data, GDPR, anonymised reporting.

What's in the track

Full Basic

Modules 1–3 including custom formats (NI numbers), conditional formatting for expiries, percentages.

Full Intermediate

IF/IFS/AND/OR, COUNTIFS/SUMIFS/AVERAGEIFS; text (splitting and joining names, PROPER, TRIM, generating email addresses); dates (DATEDIF, EDATE, NETWORKDAYS, YEARFRAC, hours); VLOOKUP approximate match for pay bands, XLOOKUP, INDEX/MATCH; Tables, validation, Remove Duplicates, protection, mail merge, HRIS/ATS imports; charts (recruitment funnel, stacked, dashboard basics); PivotTables (headcount by dept/grade, age-band grouping, distinct count, slicers, PivotCharts).

Intro Advanced-lite

UNIQUE/FILTER; HR metrics (turnover, absence, Bradford Factor, FTE, entitlement, gender pay gap with MEDIAN/QUARTILE/PERCENTILE); SUMPRODUCT; forecasting intro for headcount planning; Power Query intro (HRIS exports, append monthly files, merge, unpivot); Power Automate (onboarding form → Excel → notification).

Full Workplace & AI skills

Collaboration with strong emphasis on permissions, Document Inspector and anonymising; AI with strict “no employee data in public AI tools” guidance.

Who it's for

School office staff and business managers, attendance and exams officers, teachers and TAs handling data, local-authority business support and performance officers, housing/planning/customer-service admin, charity administrators, fundraising and grants officers, volunteer coordinators, small-charity treasurers and trustees.

What you'll use Excel for

• Pupil, service-user and beneficiary lists from MIS and case systems (SIMS, Arbor, Bromcom, council CRMs); letters to parents, residents and donors via mail merge.
• Attendance %, assessment and progress tracking with grade boundaries and colour-coding.
• Statutory working-day deadlines (FOI 20 working days, complaints, subject access requests).
• Budget monitoring, trip and event budgets, grant income vs restricted spend, budget vs actual for governors, trustees and committees.
• Donor records, donation logs, Gift Aid claims, membership renewals, fundraising campaign results.
• Volunteer and staff rotas, DBS and safeguarding training expiry.
• Reports with charts for governors, councillors and trustees; consultations and surveys via Forms; Google Sheets alongside Excel.

What's in the track

Full Basic

Modules 1–3 including printing registers and lists, and RAG conditional formatting for attendance and progress.

Full Intermediate

IF/IFS, COUNTIFS/SUMIFS; text cleaning; dates (age at 31 August, NETWORKDAYS for FOI, EDATE for renewals, academic and financial year); VLOOKUP approximate match for grade boundaries, XLOOKUP, IFNA; Tables, validation, Remove Duplicates, protection, imports, mail merge; charts for board reports and copying into Word/PowerPoint; PivotTables (attendance by year group, donations by campaign, cases by ward, grouping by month).

Intro Advanced-lite

UNIQUE/FILTER; percentages and KPIs, Gift Aid and restricted/unrestricted funds, budget vs actual, cash-flow intro, MEDIAN/RANK/PERCENTILE for assessment data; Goal Seek intro (fundraising targets); Power Query intro (MIS export clean-up, appending class and term sheets); Power Automate intro.

Full Workplace & AI skills

Collaboration including Google Sheets interoperability, accessibility (public-sector duty), safeguarding and GDPR for children's and donor data; AI core with data-protection rules.

Who it's for

Data, MI, BI, performance, insight and reporting analysts; business analysts; data administrators; anyone who owns a regular KPI report or dashboard.

What you'll use Excel for

• Cleaning and combining data from several systems every week or month without redoing the work.
• Building KPI dashboards and management information packs with drill-down.
• Data models and measures across multiple tables; year-to-date and prior-year comparisons.
• Statistical analysis, trend and forecast, outlier and QA checks.
• Automating refresh, formatting and distribution; migrating to Power BI where appropriate.
• Documentation, version control, large-dataset performance.

What's in the track

Full The whole catalogue

Advanced Filter, dependent dropdowns, calculated fields, GETPIVOTDATA, all dynamic arrays (LET, LAMBDA, VSTACK, GROUPBY/PIVOTBY), statistics, forecasting, Goal Seek/Data Tables/Scenario Manager, Solver intro, Power Query end-to-end including M, Power Pivot/DAX and Power BI, macros/VBA/Office Scripts/Power Automate, Python in Excel, linked data types and advanced Copilot.

Intro Intro only

Printing and Word/PowerPoint integration.

Bonus Optional

Sector-specific metrics (HR, retail, charity).

Who it's for

Store, restaurant, bar, café, hotel and venue managers and assistant managers; F&B and kitchen managers; front-office and operations managers; area and franchise managers; supervisors stepping up; owner-operators.

What you'll use Excel for

• Weekly rotas with hours, breaks, overnight shifts, overtime, wage cost and labour %.
• Daily and weekly sales trackers vs budget and vs last year (LFL), covers, ATV, conversion, occupancy/RevPAR.
• Stock takes, stock value, par levels, ordering with case-size rounding, wastage.
• GP%, menu and recipe costing, price lists with VAT, supplier price comparisons.
• Cash-ups and till reconciliation variances, petty cash.
• EPOS/PMS exports; top-seller analysis by product, category, day and hour.
• Seasonal forecasting for orders and rotas; team communication via Teams and mobile; customer feedback via Forms.

What's in the track

Full Basic

Modules 1–3 with emphasis on ROUNDUP/CEILING for case ordering, % change, printing rotas and order sheets.

Full Intermediate

IF/IFS, COUNTIFS/SUMIFS/MAXIFS; dates and times (hours worked, overnight shifts, WEEKNUM, retail weeks and 4-4-5 calendars); XLOOKUP/VLOOKUP price and product lookups, approximate match for bonus tiers; Tables, validation, dependent dropdowns intro, SUBTOTAL, protection, EPOS imports; conditional formatting (low stock, labour % over target); charts (sales vs budget, combo sales vs GP%, Pareto top sellers, sparklines, dashboard); PivotTables (sales by category/day/hour, slicers, PivotCharts, margin calculated field intro, multi-pivot dashboard).

Intro Advanced-lite

UNIQUE/FILTER/SORT (top products); VAT, margin/mark-up/GP%, budget vs actual, running totals, labour and stock calculations, RANK; Goal Seek intro; Forecast Sheet and TREND for sales forecasting; Power Query intro (combine daily EPOS files); Power Automate intro.

Full Workplace & AI skills

Collaboration including mobile Excel and Insert Data from Picture, Teams, Forms, Google Sheets intro; AI core.