This course is designed to give an insight into the essential aspects of this powerful integrated spreadsheet product. It focuses on quick ways to get started and is packed with shortcuts and useful exercises. Those attending will get practice in creating and modifying actual spreadsheets, enhancing them with formulas and charts.

  • Create an Excel table from scratch.
  • Input and edit data. Wrap text in cells
  • Speed up table navigation using shortcuts
  • Speed up data entry using AutoFill
  • Understanding the SUM, AVERAGE, MAX and MIN functions
  • Insert and delete columns and rows
  • Hide and unhide columns and rows
  • Writing calculations from scratch. Troubleshoot calculation errors
  • Managing worksheets. Copy a sheet to another file
  • Controlling Excel's number and text formatting
  • Working with and managing large tables
  • Sorting multiple table columns together
  • Extract table rows based on criteria using Filters
  • Running reports by using Excel's Table tool
  • Insert a Pie chart and a Column chart. Adding chart titles. Changing chart type
  • Print tables and charts. Modify page orientation. Print a selection. Adjust margins
  • Understanding a Relative and an Absolute formula reference. Using $ signs to lock formulas cells

This course is designed for those who have had some or no experience of using Microsoft Excel.


This course is designed to give users an understanding of some of the more advanced features and functions within Excel and highlight the advantages of using this powerful electronic spreadsheet. Those attending will get practice in using features to manage, automate and customise workbooks, including working with more advanced aspects of formulas including the IF and Nested IF function.

  • Revision of absolute cell references in a calculation
  • Inputting data through multiple worksheets
  • Run calculations through multiple worksheets
  • Create links across files. Controlling links using the Links Manager
  • Use the Function Library to find and write formulas
  • Writing Statistical functions COUNTA, COUNTBLANK, COUNTIFS and more
  • Writing the Logical IF function to generate results from tests
  • Automatically format data based on rules using Conditional Formatting
  • Easily view two tables together to compare data
  • Analyse tables using Pivot Table reports
  • Create a visual report using Pivot Charts
  • Build a Pivot Table dashboard using Slicers
  • Use Data Validation lists for data input
  • Writing Lookup and Reference functions VLOOKUP to pull data
  • Writing Lookup and Reference functions HLOOKUP to pull data
  • Nesting LOOKUP's in an IFERROR function to achieve a professional result
  • Printing table headings across pages. Scaling content to print

Attendees are required to be competent with our introduction content before attending the intermediate course.


This course focuses on advanced methods of data management. You will learn how to summarise large workbooks, use analysis tools to forecast figures based on a range of scenarios and use consolidation to bring information together. Find out how you can utilise advanced Logical, Lookup and Financial functions. Learn easy ways to automate repetitive or tedious tasks with macros.

  • Principals of nesting multiple Logical functions IF, AND and OR to achieve results from multiple tests
  • Advanced Pivot Table tools. Creating a Pivot Table from multiple tables. Grouping dates and numbers for indepth analyses. Run percentage and difference from analyses. Writing Field and Item calculations
  • Apply Conditional Formatting to dates using the TODAY function. Format table rows based on criteria. Format data based on formula results
  • Writing powerful lookups with INDEX and Match
  • Lookup data based on multiple criteria
  • The Math and Trig function SUMIFS
  • The Statistical functions COUNTIFS and AVERAGEIFS
  • Apply Conditional Formatting to dates
  • format data based on a formula result
  • Understand and write Array formulas for added formula protection
  • Analyse data with ‘What If’ scenarios
  • Reaching targets using Goal Seek
  • Forecasting with Scenario Manager
  • Using Conditional Formatting to compare data
  • Conditionally format data based on the results of formulas
  • Principles of successfully recording a macro
  • Understanding the versatility of a Relative Reference macro
  • Running recorded Macros
  • Assign a Macro to a Keystroke or Ribbon Button
  • What is VBA? Editing VBA code without programming
  • Sharing macros across files
  • Text functions including CONCATENATE, PROPER, REPT and FIND

Attendees are required to be regularly using Excel and feel competent with our intermediate content before attending this course.