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Instructor-led course

Provided by: Finance Training

This course has 5 scheduled runs. To book a place, please choose your preferred date:



Events available

How to Excel - Part 1 & 2 (For Finance Staff)


This course will enable the participants to practice existing spreadsheet skills and develop more advanced skills within the context of UFS data. There will be the opportunity to extract data from the system and learn to manipulate, analyse and use it for reporting purposes. The course runs over two sessions and participants will need to attend both of these sessions.

Target audience

This course is aimed at staff in a financial role who would like to develop their spreadsheet skills using data from CUFS.

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


We will need to ensure you are working in a finance role within the University as staff before confirming your booking.

Topics covered
  • Extracting data from CUFS and Cognos
  • Basic formatting
  • Basic formulas
  • Navigating large spreadsheets
  • Advanced formulas
  • Conditional formatting
  • Data validation
  • Protecting cells and sheets
  • Lookup function
  • Pivot tables
  • Charts and graphs
  • Using data in other documents

Presentation with guided practical exercises.


Two half day sessions.

Related courses

Events available