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Course duration

(we will customise to your learning requirements and timeframe)

Target audience

This course is designed for those who need to know how to use Microsoft Excel as a database to manage and manipulate data. Participants should have completed the Excel Introduction training course or have a good understanding of Microsoft Excel.

Download the PDF Course Outline.

Course Objectives

At the end of the course participants will be able to:

  • Create databases in Microsoft Excel
  • Do’s and Do nots of creating databases in Excel
  • Perform calculations on data by using functions and formulas
  • Sort and Filter a database in Excel
  • Work with Pivot Tables and Sub Totals to generate calculations

Rules for Creating a Database

  • Elements of a Database
  • Create an Excel Database
  • Do’s
  • Don’t’s
  • Modifying the Database Structure


  • 2 click sorting
  • Multiple column sorting
  • Sort by colours
  • Sort by cell icon


  • Understanding filters
  • Turn on auto filter
  • Filter text fields
  • Filter number fields
  • Filter date fields
  • Filter by colour
  • Filter by cell icon
  • Select filtered data
  • Totals and filters
  • Multiple field filters
  • Advanced filter
  • Remove filters

Calculating your Data with Subtotals

  • Understand Subtotals
  • Create Subtotals
  • Create multiple levelled Subtotals
  • Remove Subtotals


  • What is a Pivot Table
  • Understand how PivotTables summarise data
  • Create a PivotTable
  • Work with the Pivot Table layout
  • Change designse
  • Sort and filter a PivotTable
  • Refresh a PivotTable
  • Change the data source
  • Group data by row labels
  • Format numbers within a Pivot Table
  • Create calculated fields
  • Create and work with Pivot Charts