Live online courses
All my Excel and Power BI courses, plus AI in the Workplace, run live online on Microsoft Teams, in small groups of no more than six, so there’s time for your questions and feedback on your work. Power BI Foundations and AI in the Workplace are for complete beginners; the other courses build on skills you already have. Not sure which level is right? Get in touch and I’ll help you choose.
At a glance
| Course | Who it’s for | Length | Price |
|---|---|---|---|
| Excel Intermediate | Confident everyday Excel users | 8 weeks | £325 |
| Excel Advanced | Experienced Excel users | 8 weeks | £375 |
| Power BI Foundations | Complete beginners | 8 weeks | £325 |
| Power BI Intermediate | Regular Power BI users | 8 weeks | £375 |
| AI in the Workplace | Managers, team leaders and anyone new to AI | 6 weeks | £325 |
All courses run for 2 hours a week, live on Microsoft Teams. Choose a course below to see the full week-by-week outline.
Excel Intermediate: for confident everyday users
Build on the basics
Already comfortable with the basics of Excel? This intermediate course is for professionals who want to work faster and more accurately. Over 8 weeks, you’ll learn to clean, analyse and visualise data, skills used every day in finance, marketing, HR, operations and beyond.
You’ll learn smarter formulas, PivotTables and simple dashboards that save you time and help you make better decisions.
This course is 2 hours per week, for 8 weeks.
Week 1: Working with Structured Data
- Learn how to manage data using Excel Tables
- Use advanced sorting and filtering techniques
- Clean and prepare data for analysis
- Best practices for organising data in Excel
Week 2: Time-Saving Formulas and Functions
- Master logical functions: IF, IFS, AND, OR
- Work with text data using TEXTJOIN, CONCAT, LEFT, RIGHT
- Build and combine nested formulas for flexible analysis
- Tips for debugging common formula errors
Week 3: Lookup and Reference Functions
- Use XLOOKUP, VLOOKUP, and INDEX with MATCH
- Reference data across sheets and workbooks
- Troubleshoot and avoid common lookup issues
- Real-world examples of lookups for business data
Week 4: Working with Dates and Times
- Format and calculate with dates and time values
- Use functions like TODAY, DATEDIF, NETWORKDAYS
- Build dynamic timelines and calendars in Excel
- Automate time-based tasks for reports
Week 5: Introduction to PivotTables
- Create and customise PivotTables to summarise data
- Analyse trends, group data, and apply calculations
- Use slicers for dynamic filtering
- Summarise large datasets quickly
Week 6: Data Visualisation Techniques
- Create charts that tell a story: column, line, combo, scatter
- Use conditional formatting to highlight trends
- Design simple dashboards with sparklines and visuals
- Best practices for clear, compelling reports
Week 7: Data Validation, Protection & Review Tools
- Control data input with drop-down lists and rules
- Protect workbooks and sensitive data
- Use comments, track changes, and sheet protection
- Review tools to maintain clean, accurate spreadsheets
Week 8: Final Project and Progression Pathways
- Apply everything learned in a real-world project
- Clean, analyse, and visualise a complete dataset
- Present findings with PivotTables and charts
- Get guidance on progressing to advanced Excel or Power BI
Ready to build real confidence with Excel?
Ideal for individuals and teams who use Excel every day and want to get more done in less time.
Price: £325 per person for the 8-week course
Excel Advanced: analysis, automation and dashboards
This advanced course is for professionals who already know their way around formulas, tables and charts, and want to use Excel for serious analysis, reporting and automation.
Over 8 weeks, you’ll use advanced functions, Power Query and PivotTables, and automate repetitive tasks with macros. By the end, you’ll be able to tackle complex problems, build dynamic dashboards and save hours on routine work.
This course is 2 hours per week, for 8 weeks.
Week 1: Power Functions for Smart Analysis
- Recap nested IF and IFS, then move on to SWITCH and other logical formulas
- Use ARRAY formulas and dynamic arrays (e.g. FILTER, UNIQUE, SORT)
- Apply complex text and number functions for real-world tasks
- Build formulas that update automatically as your data changes
Week 2: Advanced Lookup Techniques
- Recap INDEX and MATCH, and when to use them over VLOOKUP
- Use XLOOKUP for cleaner, flexible lookups
- Handle multi-criteria lookups with advanced techniques
- Troubleshoot errors in large lookup tasks
Week 3: Working with Power Query
- Connect to multiple data sources with Power Query
- Clean and transform messy data
- Merge, append, and pivot/unpivot datasets
- Automate recurring data preparation tasks
Week 4: Advanced PivotTables and Data Analysis
- Create calculated fields and items in PivotTables
- Use PivotCharts for visual analysis
- Apply grouping, filtering, and slicers to enhance insights
- Perform year-over-year, variance, and trend analysis
Week 5: Building Interactive Dashboards
- Design user-friendly dashboards with form controls and slicers
- Link charts, formulas, and PivotTables for dynamic reports
- Use conditional formatting to highlight key metrics
- Layout best practices for executive-ready dashboards
Week 6: Introduction to Macros and VBA
- Understand how macros work and how to record them
- Create simple macros to automate repetitive tasks
- Introduction to the VBA editor and basic scripting
- Build time-saving tools with real business applications
Week 7: Auditing, Error Handling, and Data Protection
- Trace errors and audit complex formulas
- Use tools like Watch Window, Evaluate Formula, and Formula Auditing
- Lock, protect, and control user input across workbooks
- Build robust files ready for shared use
Week 8: Final Project and Expert Tips
- Complete a practical project combining Power Query, PivotTables, and macros
- Review advanced functions in a business scenario
- Share your final dashboard/report for feedback
- Guidance on continuing with Power BI or VBA development
Ready to take Excel further?
Ideal for analysts, managers and anyone who relies on Excel for reporting and wants to automate more of it.
Price: £375 per person for the 8-week course
Power BI Foundations: from raw data to interactive reports
Power BI turns data into clear, interactive dashboards and reports. This 8-week course is for complete beginners: no previous Power BI or data analysis experience is needed.
You’ll learn to connect to data, clean it, build visuals and share your findings. By the end, you’ll have built your own interactive dashboard to support better decisions at work.
This course is 2 hours per week, for 8 weeks.
Week 1: Introduction to Power BI
- What Power BI is and how it’s used in business
- Exploring the Power BI interface
- Understanding the difference between Power BI Desktop and Service
- Installing Power BI Desktop and getting set up
Week 2: Connecting to Data
- Importing Excel and CSV files
- Understanding data sources and file structures
- Creating basic data models
- Refreshing and managing data connections
Week 3: Cleaning and Shaping Data in Power Query
- Removing errors and blank rows
- Renaming columns, changing data types, and formatting
- Filtering, sorting, and merging datasets
- Creating reusable queries for clean data
Week 4: Building a Data Model
- Understanding relationships between tables
- Creating and managing relationships
- Using primary keys and unique identifiers
- Introduction to the data model view
Week 5: Introduction to DAX (Data Analysis Expressions)
- What DAX is and why it matters
- Creating calculated columns and measures
- Using basic functions like SUM, COUNT and DISTINCTCOUNT
- Practical examples to reinforce learning
Week 6: Designing Effective Visualisations
- Choosing the right visuals for your data
- Creating bar charts, pie charts, cards, and slicers
- Customising visuals for clarity and impact
- Using themes and layouts for professional design
Week 7: Creating Interactive Dashboards
- Combining visuals into clean, interactive dashboards
- Using filters, slicers, and drill-throughs
- Designing with the end-user in mind
- Best practices for layout and usability
Week 8: Publishing and Sharing Reports
- Publishing dashboards to Power BI Service
- Sharing reports securely with colleagues or clients
- Setting up scheduled data refresh
- Final review project and feedback session
Ready to get started with Power BI?
Ideal for professionals and teams who want to understand their data and share it clearly. No technical background needed.
Price: £325 per person for the 8-week course
Power BI Intermediate: data models, DAX and dashboards
Already comfortable with the basics of Power BI? This intermediate Power BI course is designed for professionals ready to move beyond simple charts and data imports. Over 8 weeks, you’ll learn to model complex data, write DAX measures and build interactive dashboards that turn business data into clear insights.
You’ll get hands-on practice with Power Query, DAX, data modelling and publishing, so your reports are accurate, fast and easy to use.
Price: £375 per person for the 8-week course
Week 1: Building Stronger Data Models
- Review of data model basics
- Creating relationships between multiple tables
- Star vs snowflake schemas
- Best practices for building scalable data models
Week 2: Advanced Data Transformation with Power Query
- Creating reusable transformation steps
- Merging and appending datasets
- Working with unpivoted data
- Handling nulls, errors, and changing data types
Week 3: DAX for Calculated Measures and Columns
- Creating calculated measures and columns
- Using CALCULATE, SUMX, and FILTER for advanced analysis
- Applying context transition and row context
- Practical use cases for dynamic metrics
Week 4: Time Intelligence in Power BI
- Using built-in date tables and time functions
- Year-to-date, month-over-month, and moving averages
- Creating dynamic date slicers
- Comparing performance across time periods
Week 5: Visualising Complex Data
- Customising visuals with fields and formatting
- Using bookmarks, buttons, and tooltips
- Designing drill-down and drill-through reports
- Creating cohesive, user-friendly layouts
Week 6: Interactive Dashboards and UX Design
- Creating multi-page, interactive dashboards
- Using slicers, filters, and synced visuals effectively
- Designing dashboards for specific audiences (e.g., finance, sales)
- Balancing aesthetics with clarity and performance
Week 7: Publishing, Sharing, and Refreshing
- Publishing to Power BI Service
- Setting up workspaces and managing access
- Configuring automatic data refresh and gateways
- Sharing securely with internal and external stakeholders
Week 8: Final Project and Review
- Complete a full end-to-end Power BI project
- Use Power Query, DAX, and visuals to solve a real-world problem
- Present your dashboard and get expert feedback
- Explore next steps: Power BI advanced or Power Platform tools
Ready to build better reports?
Ideal for regular Power BI users who want to write DAX with confidence and build reports their teams rely on.
Price: £375 per person for the 8-week course
AI in the Workplace: introducing AI in your organisation
AI tools can save your team hours every week, but only if people know how to use them well and safely. This 6-week course is for managers, team leaders and anyone asked to help their organisation adopt AI. No technical background is needed.
You’ll learn what AI tools can realistically do, how to get useful results from them, how to manage the risks around data and accuracy, and how to build a practical plan for rolling AI out across your team.
This course is 2 hours per week, for 6 weeks.
Week 1: What AI Can and Can’t Do
- What generative AI is, explained in plain English
- Where AI fits into everyday work, and where it doesn’t
- Common myths and limitations, including made-up answers and bias
- Hands-on: your first tasks with an AI assistant
Week 2: Prompting for Real Work
- Writing clear prompts: context, examples and format
- Refining and improving answers step by step
- Drafting emails, reports and summaries
- Building a reusable prompt library for your role
Week 3: AI in Your Everyday Tools
- AI assistants such as Microsoft Copilot and ChatGPT
- Using AI with Word, Outlook, Teams and Excel
- AI for data: asking questions of your spreadsheets and reports
- Choosing the right tool for the job
Week 4: Data, Privacy and Risk
- What you should and shouldn’t put into AI tools
- UK GDPR, confidential data and your organisation’s policies
- Checking AI output for accuracy and bias
- Being open about when and how AI is used
Week 5: Finding the Right Use Cases
- Mapping your team’s tasks to spot opportunities
- Estimating time saved and value added
- Quick wins versus bigger projects
- Measuring whether AI is actually helping
Week 6: Building Your AI Plan
- Writing a simple AI acceptable use policy
- Rolling out AI and supporting your colleagues
- Final project: an AI adoption plan for your team or organisation
- Present your plan and get feedback
Ready to make AI work for your organisation?
Ideal for managers, team leaders and professionals who want to introduce AI with confidence. Also available as private training for your whole team.