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 users who already have a foundational understanding of Excel and want to develop their skills further in a practical, applied context. It is particularly suited to professionals who regularly work with data and want to improve productivity and analytical capability.

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

*Contains features which are not available in every version of Excel, and as such may not be shown during the training course.

**Please note, the inclusion of Infographics is dependent upon the add-ins being installed on the learner’s PC. If your organisation does not permit the installation the topic may not be covered by the Trainer. This will be included if the training is located at a QA Training Centre.