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Microsoft Excel Intermediate

Special Notices

Please note that this course uses Microsoft Excel for Windows. It is not suitable for Excel for MAC. Courses for MAC users are available on request

For customers attending remotely via Virtual Classroom or ‘Attend From Anywhere’, an additional screen is required for this course to work through remote desktop labs and view training information.

This course is suitable for anyone using Excel 2013 or later. If delivered in one of our training centres, it will be delivered using Excel 2019.

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

The course emphasises hands-on experience, with a series of self-guided exercises integrated into the training.

Select specific date to see price, venue and full details.

Learning Objectives

  • Work with more advanced formulas
  • Excel’s formula auditing tools
  • Work with lists, including sorting, filtering, and subtotalling
  • Master Excel’s powerful Tables feature
  • Analyse and visualise data with charts
  • Work with comments, links, templates, and options
  • Present data using conditional formatting


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.

Course Content

Module 1: Formulas

  • Quick Analysis
  • Absolute and mixed referencing
  • Working with Range Names
  • Calculating across worksheets
  • Exploring Excel’s functions
  • Criteria-based functions
  • Text functions
  • Calculating with dates
  • Logical functions
  • Using the VLOOKUP function
  • Using XLOOKUP (Excel 365 only)

Module 2: The Auditing tools

  • Tracing precedents and dependents
  • Tracing errors
  • Viewing formulas
  • The Watch Window
  • Evaluating formulas

Module 3: Working with data lists

  • Creating an effective list
  • Applying basic sorting
  • Advanced sorting
  • Summarising data with subtotals

Module 4: Filtering data lists

  • Applying basic filters
  • Advanced filters
  • Custom views

Module 5: Mastering Excel tables

  • Introducing tables
  • Creating a table
  • Managing a table
  • Calculations and totals in tables
  • Formatting a table
  • Further table tools

Module 6: Charts

  • Understanding charts
  • Creating a chart
  • Resizing and moving charts
  • Managing a chart
  • Working with chart elements
  • Formatting charts
  • Working with chart templates
  • Analyse data with sparklines

Module 7: Additional features

  • Comments and notes
  • Hyperlinks
  • Templates
  • Excel options

Module 8: Conditional formatting

  • Applying conditional formatting
  • Modifying and deleting
  • Creating custom conditional formats
  • Sorting and filtering by colour

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