Microsoft Excel Intermediate

Overview

The goal of this course is to provide you with the knowledge required to use more advanced formulas and work with various tools to analyze data in spreadsheets, such as advanced sorting and filtering, and conditional formatting. You will also organise table data and present data in different visuals, such as charts and maps.

The course emphasizes hands-on experience, with a series of instructor guided and independent tasks that mirror real workplace challenges. Attendees will have the option to apply learning to realistic scenarios from one of seven sectors: Retail, Education, Local Government, Legal, Policing, Healthcare, or Finance.

Prerequisites

This course is aimed at existing Excel users who need to further their knowledge. Delegates are assumed to have experience of entering data and writing basic formulas, including common functions such as SUM and AVERAGE.

Target audience

This course is designed for existing Excel users who want to build confidence with more advanced spreadsheet tools and techniques. It is suitable for delegates who already understand how to enter data and create basic formulas, and now need to work more efficiently with functions, tables, data lists, charts, conditional formatting, and analytical features in Excel.

Objectives

Delegates will learn how to:

• Use formula-related tools and techniques.
• Work with popular Excel functions.
• Use advanced data list features and Excel tables.
• Create visuals representing data, using charts and sparklines.
• Apply and use conditional formatting.

Outline

Module 1: Formula tools and techniques

• Quick Analysis
• Absolute and mixed referencing
• Working with range names
• Linking to other worksheets
• Linking to external workbooks

Module 2: Popular Excel functions

• Understanding functions
• Criteria-based functions
• Logical functions
• Lookup and reference functions
• Dynamic array functions

Module 3: Working with data lists

• Flash fill
• Checkboxes*
• Advanced sorting
• The FILTER function*

Module 4: Mastering Excel tables

• Introducing tables
• Creating and managing tables
• Calculation and totals in tables
• Formatting a table
• Further table tools

Module 5: Creating Visuals

• Understanding charts
• Creating a chart
• Resizing and moving
• Managing a chart
• Working with chart elements
• Formatting charts
• Working with chart templates
• Creating maps from Geographic data
• Creating Infographics with Excel add-ins**
• Analyze data with sparklines

Module 6: Conditional formatting

• Applying and managing conditional formatting
• Creating custom conditional formatting
• Sorting and filtering by color

Exams and assessments

There is no formal exam or certification associated with this course. Learner progress is assessed through instructor-guided activities, practical exercises, and independent tasks completed during the course. These activities allow delegates to apply the techniques covered and check their understanding in realistic Excel scenarios.

Hands-on learning

This course includes hands-on practice throughout, with a mix of trainer-led demonstrations, guided exercises, and independent tasks. Delegates will work with realistic Excel scenarios and can apply their learning to one of seven sector-based contexts: Retail, Education, Local Government, Legal, Policing, Healthcare, or Finance.