Traci Williams

Power Query is an extremely powerful (and hugely under-utilised) tool in Excel that can consolidate and transform data from multiple sources in seconds, negating the need for complex formulas and calculations on the face of a spreadsheet, and therefore eliminating the risk of them breaking, or being accidentally overwritten.

In this session, I’ll demonstrate the power of this function, showing a couple of different scenarios and also comparing it to the alternative methods, to really highlight the benefits.

Learning Outcomes

• Understanding the benefit of Power Query
• Using Power Query to Combine data sets from different sources
• Using Power Query to Transform and Merge data at the touch of a button.

This session is available on demand, in our Learning Library

In this session, we will look at some of the newest, and most exciting formulas in Excel which can make our spreadsheets more automated and reliable.

These include:

• Dynamic Formulas:
  • Unique
  • Sort
  • Filter
• TextJoin
• Xlookup

Learning Outcomes

• How / when to use Dynamic Formula to your advantage
• How to use newer formulas
• Upgrade your Vlookup knowledge to Xlookup

This session is available on demand, in our Learning Library

This exciting session will cover lots of simple little tricks that can speed up your use of Excel and make your life easier….without you needing to become any sort of Excel expert.

It will include a combination of keyboard shortcuts, fabulous formulas as well as some MUST USE functions.

You will wonder why nobody has ever told you about these before!

Learning Outcomes

• Save time using Excel
• Increase accuracy
• Improve visibility of important information

In this session Traci will demonstrate how to build a complete event dashboard, starting with a blank spreadsheet and resulting in a 1-page visual summary of the event, follow-up actions and a to-do list that can be manipulated (to enable drill-down) simply and easily.

The session will be jam-packed with lots of ACE tips and tricks from the formatting and creating pick lists, to pivot tables and pivot charts.

The template is generated throughout the session and will also be available to download.

Learning Outcomes

• General Formatting
• Named Ranges
• Data Validation
• Conditional Formatting
• Pivot Tables
• Pivot Charts
• Timelines / Slicers
• If Formula

They say a picture paints a thousand words, and when it comes to numbers, data and specifically spreadsheets, that’s definitely true! People can look at numbers, and easily miss the obvious, but pop those numbers into a pretty little chart, and not only will people WANT to look at it, but the obvious will also jump right out and fail to be ignored!

This session will show you how to create your own gorgeous dashboards; update them at the touch of a button when new data becomes available, and also drill into the detail as required… and this is all super simple to do too (Honest!).

The session will use Excel functions such as:

• Named Ranges
• Pivot Tables
• Pivot Charts
• Slicers / Timelines

Learning Outcomes

• Create and edit Named Ranges
• Create and edit multiple Pivot Tables
• Create and edit Pivot Charts linked to Pivot Tables
• Create Timelines / Slicers to manipulate multiple Pivot Charts at the touch of a button
• Tips for data setup to make your Dashboard ACE!!

We’ve all had tasks before that are boring and repetitive, but we have to complete them week in, week out.

The good news is that there is a better way – and that is to use some ‘magic macros’ to complete the task for you.

Not only will macros save you from the boring job, but they will complete the task in a fraction of the time.  Macros also increase accuracy as they remove the risk of human error (none of us are perfect!).

This session will show you the simple way to generate a macro, and also explain the ‘hidden code’ that is created in the background, and how we can edit it.

Learning Outcomes

• Recording macros
• Assigning macros to shapes
• Accessing VBA
• Editing macros

This workshop can be delivered online and in separate one hour sessions to fit perfectly into your day.

Week 1 : Keyboard Shortcuts / Dollar Symbol / Concatenate Formula / Blobby (Fill Handle)

Week 2 : Named Ranges / Data Validation / Protect Workbooks

Inclusions:

• Practise material and documentation to use throughout the workshop
• Follow up practise material and tasks to consolidate your understanding and increase confidence in your new skills
• Certificate of Attendance
• Recording of each session that can be accessed for 90 days following the training

This workshop can be delivered online and in separate one hour sessions to fit perfectly into your day.

Week 1 : Data Set Up / If Formula / Nested If Formula / VLOOKUP

Week 2 : Pivot Tables / Pivot Charts / Timelines & Slicers

Week 3:  Linking Files / Macros’ (Basic)

Inclusions:

• Practise material and documentation to use throughout the workshop
• Follow up practise material and tasks to consolidate your understanding and increase confidence in your new skills
• Certificate of Attendance
• Recording of each session that can be accessed for 90 days following the training

I had several absolutely excellent Excel intermediate and advanced sessions with Traci. She is extremely knowledgeable and makes the sessions fun and interactive ~ both face to face and virtual. I would definitely recommend Traci if you need some Excel training ~ she’s excellent!

Traci is a wonderful teacher, although when first using excel seemed daunting, Traci made it easy, enjoyable and understandable to learn and put in to everyday use for work. 100% recommend the course and Traci!

I will use this daily and it will make some manual processes much more automated and will ultimately give me time back. Love Traci’s style of training – the hour is also great in terms of length of time.

Enjoyed the training and has given me a thirst for more. Well delivered at a good pace.