Aims & Objectives

Our Intermediate course is for regular users of Excel who are familiar with the basics and who want to broaden their knowledge of Excel.

On completion of this course, attendees will be able to create and apply formulas that include statistical, logical, lookup and date functions; apply formatting based on conditions; work across multiple sheets; write formulas to link sheets and workbooks; use a variety of tools to manage and extract data from lists; create a basic PivotTable to summarise data; create and modify charts.

Before attending this course you should have attended our Excel Foundation course or have equivalent knowledge. Attendees must be confident with creating basic formulas (+-/*), use of AUTOSUM, copying formulas and an awareness of $ within formulas.

What will I learn?

Not sure which level your staff need?

Our Skills Assessment will help you assess the knowledge of your staff so that you can choose the most relevant course and the appropriate level of training. Or take a look at the course outline below.

Introduction to Named Ranges

  • Recap on absolute cell references (the use of the $ sign in formulas)
  • Define Named Cell Ranges
  • Edit and Delete Named Ranges
  • Use Named Ranges in Formulae

Further Formulae and Functions

  • Introduction to the IF function
  • Introduction to the VLOOKUP function
  • Calculate dates with NOW and TODAY functions

Work with Multiple Sheets and Workbooks

  •  Group and ungroup worksheets
  • Organise windows
  • Link formulas across worksheets and workbooks
  • Edit links

Work with Data Lists

  • Multi Criteria Sort and filter
  • Use Find and Replace
  • Work with the “Format as a table” feature
  • Create automatic Subtotals

Introduction to Conditional Formatting

  • Cell Rules
  • Apply Top-Bottom Rules
  • Apply Data bars, Gradient Fills, Icon Sets

Introduction to PivotTables

  • Create a PivotTable from an Excel data list
  • Add/remove/reorganise data fields
  • View data in more detail
  • Change how values are summarised
  • Refresh data/change data source
  • Filter PivotTable with Slicers
  • Create and modify a Pivot Chart


  • Create and modify charts such as Pie, Column & Line
  • Format charts to enhance their presentation
  • Print charts

Working with Sparklines

  • Create, format and delete Sparklines

How We Deliver

We currently deliver all training online to comply with the Government's guidelines.

Online training works well for businesses whose staff are mainly working from home.

It allows us to train all of your staff with the same training needs at the same time. Your people simply log on from home, using details provided in advance by our team.

Choose from Watch and Learn sessions for larger groups or interactive hands on sessions for smaller groups.

When permitted we also offer face to face training at your offices.

All sessions can be customised to a half day or 90 minute sprint session and tailored to fit your needs, covering the topic(s) within a course that are most important to your business.

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