One of the most widely used programmes in the world for visualising and analysing data is Microsoft Excel. Within a practice this software can be used to track hours, finances, and invoices, and for data analysis, to visualise data, and innumerable other tasks.

By attending, delegates will learn how to save precious hours from their daily tasks.want to learn more, this web workshop is for you.

Whether you are brand new to the world of Excel or have limited knowledge and want to learn more, this web workshop is for you.

The MS Excel beginners web workshop will give you a full overview of all of the most common features of Excel and how to use them.

At the PMA we pride ourselves on the understanding that one size doesn’t fit all and – therefore, we have various formats of our workshops and can adapt any programme / agenda to suit your local needs and necessaries – so, please get in touch to discuss your requirements.

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Who should attend?

Anyone in the practice who needs to use a spreadsheet


By the end of the web workshop delegates will have a basic overview of Excel and be able to:

  • Calculate sums, averages, and totals
  • Counting cells
  • Insert, edit, and delete comments
  • Create borders
  • Wrap text
  • Merge cells
  • Paste, sort, and convert columns to rows

Guidance notes and will be provided to support this web workshop and certificates of attendance are awarded after the workshop.

Workshop Agenda

Below is an outline of the proposed agenda and sample timings. If you have any questions please get in touch.

Introduction & Welcome 
Introduction to Excel

  • Finding our way around Excel
  • Open, save, create a new sheet, tabs
  • Calculating: Add, Multiply, Subtract, Divide
  • How to:
    • Sort
    • Percentage
    • Running totals
    • Print
    • Paste Special
    • Merge
    • Filter
    • Average
Data formatting

  • Formatting numbers
  • Formatting dates
  • Conditional formatting
Cells and name ranges

  • Creating name ranges for data
  • Using name ranges for values calculations
  • Updating name ranges
  • Editing name ranges
Summary – Q & A
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If you would like information about workshop dates or would like to develop a specific programme or host this workshop, please call 0330 111 6459 or email

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