This course equips delegates with the skills to design and manage effective data collection processes using Microsoft Forms, while transforming raw responses into meaningful insights through advanced Excel techniques. By mastering tools such as pivot tables, charts, and slicers, participants will learn to analyse and visualise data efficiently, enabling informed decision-making across various professional contexts. The course emphasises the integration of data collection and analysis workflows, empowering delegates to produce clear, actionable reports and dashboards that enhance organisational performance.
Struggling to make sense of your data? Imagine transforming raw responses into clear insights in just one day... With our Microsoft Forms course, delegates gain the confidence to design powerful surveys, streamline feedback processes, and unlock actionable results. Whether you’re new to Forms or looking to level up, this fast-track training covers everything you need to create professional, effective data collection tools. Held as an open course, closed group session, or one-to-one coaching it's flexible to suit your schedule. Six CPD hours included, so you’ll leave not just skilled, but certified. Ready to turn data into decisions? ...To find out more, contact us at let’s dash talk at eqv co uk.
Counts towards 6 CPD Hours1 DayOpen Public & Closed Group
Please reflect on one or more of the questions below and come prepared to discuss your responses during the session.
Self-Assessment: On a scale of 1–10, how would you rate your current skill level in this subject? What factors influenced your rating?
Development Focus: Identify one specific behaviour, skill, or capability you would like to improve or develop further.
Relevant Examples: If possible, bring one or two relevant examples or scenarios from your experience that you would be willing to share with the group.
What You Will Learn
Getting Started Microsoft Forms
Question Types
Sections
Branching
Themes and Settings
Summary Links & Downloading Results
Manipulate results via Microsoft Excel
Pivot Tables
Charts & Pivot Charts
Working with Slicers
Dashboards & Saving as PDF
Your Post-Course Challenge
Reflect on the key topics covered and identify one area to apply immediately.
Share one insight or action point with a colleague within the next week.
Review your notes after 30 days and assess your progress.
Counts Towards 6 CPD Hours
This course contributes 6 hours of Continuing Professional Development. Delegates can log these hours as evidence of structured learning for professional bodies and employers.
This course is designed for professionals who need to collect, organise, and analyse data using Microsoft Forms and Excel. Whether you’re new to data manipulation or looking to enhance your skills, this course provides practical insights to streamline your workflow and make informed decisions based on actionable insights.
This course is ideal for:
Administrative professionals seeking to improve data collection and reporting processes
HR personnel who need to create and analyse employee feedback or onboarding forms
Project managers looking to track project progress through customised data collection tools
Data analysts aiming to refine their ability to interpret and visualise survey results
Team leads who want to gather and present team performance data effectively
Business support staff requiring skills to generate clear, professional dashboards and reports
No prior experience needed
This course is suitable for all experience levels — no prior knowledge of Microsoft Forms or Excel is required. The content is structured to guide delegates from the basics through to advanced data manipulation techniques, ensuring a smooth learning journey for everyone.
What you will take away
By the end of this course, you will have the confidence and skills to create effective data collection tools, analyse results using Excel, and present insights through clear visualisations. You’ll leave with the ability to streamline data workflows, generate actionable reports, and make data-driven decisions in your professional role.
For Groups & Teams
We can deliver this training session in several ways to suit your organisation’s needs:
Open Public Course
Join delegates from other organisations on a scheduled date
Closed Group
Exclusively for your team, using your real scenarios
In Person
Face-to-face at your premises or a venue of your choice
Virtual
Live, interactive online delivery via Teams or Zoom
One-to-One Coaching
Personalised sessions tailored entirely to you
Have two or more people to train?
You may want to consider a closed group course. Benefits include:
Cost effective for teams
Choose a date to suit you
Customise content and timings
No minimum delegate numbers
Uses your real-world scenarios
Builds shared language in your team
Contact us on [email protected] to discuss specific dates and delivery requirements.
How Our Tutor-Led Courses Are Delivered
Before the day
Delegates are given pre-work to complete before attending. This ensures everyone arrives with relevant context and real scenarios from their own experience, so learning is immediately relevant and actionable from the first minute.
On the day
Our sessions are participative and highly interactive. We don’t do “death by PowerPoint” — instead, the day includes a variety of engaging activities throughout:
Real-world casework using your scenarios
Practical hands-on exercises
Real Play (not role play) simulations
Peer learning and group discussion
Case studies and scenario work
Facilitated discussion and structured reflection
What you leave with
Participants leave with:
Practical tools — frameworks and models you can use straight away
Clear action plans — specific next steps tailored to your role
Greater confidence — built through intensive, realistic practice
Skills you can apply immediately — not theory, but techniques tested during the day
After the day
Post-session measurements and a 30-day challenge ensure that learning is embedded and behaviour change is sustained.
Key Features
Course Duration is 1 Day
Engaging tutor led event
Comprehensive course materials
Certificates of attendance
Access to Customer Portal (course bookers)
Course Guarantee
Priced per delegate per day for open public course
£295.00 Plus VAT
Can’t see a suitable date? Please request a date here
Payment available via all major credit cards or Invoice. All options available during the online booking process.
