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Wed 4 Oct 2023
09:30 - 12:30

Venue: Via MS Teams

Provided by: Finance Training


Bookings cannot be made on this event (Event is not taking bookings).

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Virtual - How to Excel - Part 3 (For Finance staff)

Wed 4 Oct 2023


The session will look at more advanced formulas and macros using the recorder and VBA tools.

The formulas covered in this course include SUMIF and COUNTIF which will allow the user to quickly summarise data.

Macros will enable the user to automate tasks within excel. During this session, we will use the example of needing to analyse, sort, split and send data to specific email contacts. Users will be introduced to a series of macros to reduce this process to a few simple steps.

The session will run on Teams and delegates must be able to access Excel during the session

Target audience

This course is aimed at any staff in a financial role who would like to develop their spreadsheet skills beyond the basics.

If you would like a more generalised Excel course to learn from, there are many courses here which may suit your requirements better.


– Coursework will be sent out 1 week prior to course, please complete and return in timely manner.

In order to confirm your booking, you will need to fulfil the following pre-requisites;

  • You are working in a finance role within the University as staff.
  • You will have either;
    • completed the previous two-session How to Excel course
    • or have similar prior Excel knowledge

and be a confident user of Excel

  • You will be given some pre-course work to demonstrate your Excel knowledge. This is to be completed and sent to us prior to this course.
    • We normally send this a week before the course. If you would like this earlier, please do not hesitate to email us at requesting this.

If you require to book onto the pre-requisite How to Excel course you can do so here;

Only when these criteria are fulfilled can we confirm your booking.


Number of sessions: 1

# Date Time Venue Trainer
1 Wed 4 Oct 2023   09:30 - 12:30 09:30 - 12:30 Via MS Teams Graeme Criddle
Topics covered

Advanced Formulas



  • Why use macros?
  • Creating simple recorded macros
  • Using publically available macros
  • An introduction to reviewing and customising the code of publically available macros
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