Master your data: Microsoft Excel Intermediate course

If you are a Frequent Excel User tasked with managing and manipulating critical business data, our Microsoft Excel Intermediate course is your essential next step towards becoming a true Excel power user. This isn’t theoretical training; it’s a dynamic, 1-day online IPSO FACTO course focused on boosting your productivity by mastering time-saving techniques and complex formulas. Taught by a highly experienced Microsoft data analysis expert with 25 years of industry experience, you will learn to utilize XLOOKUP, Pivot Tables, and Conditional Formatting to build efficient, professional business reporting and drive impactful data insights.

Ready to become an Excel Power User? Book your Intermediate Excel course Now and Guarantee your transformation.

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Q&A

Who is the Microsoft Excel Intermediate course designed for?

This course is specifically for frequent Excel users including Project Managers, Finance teams, Executives, and Business Owners who are proficient with the fundamentals (Level 1 knowledge) and wish to learn advanced data manipulation techniques and complex formulas for improved workflow efficiency.

What is the single most valuable skill I will gain?

You will gain the ability to efficiently summarize, interrogate, and report on large datasets. By mastering essential tools like the Pivot Table and sophisticated IF functions, you can create automated, professional dashboard reports in minutes, solving daily business challenges faster.

Does this course cover VLOOKUP or the new XLOOKUP function?

Yes, the course includes a detailed breakdown of both functions. We focus on implementing the modern, more robust XLOOKUP to link critical business data across spreadsheets, ensuring greater reliability and simplifying your data management processes compared to older lookup functions.

Where is the Microsoft Excel training conducted in Hampshire?

Our primary training centre is located in Fareham, Hampshire (PO15 5TU), which is conveniently situated between Southampton and Portsmouth. We offer both open scheduled dates and private onsite training across the UK.

Does this Microsoft Excel training for beginners course include the use of AI?

Yes, absolutely. All our courses include elements of AI training and analysis depending on the delegates who are attending and their requirements.

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The Intermediate Excel advantage: Who should attend?

This Level 2 course moves beyond basic spreadsheet operation to focus on data manipulation and advanced reporting. It is ideal for individuals who already use Excel regularly but struggle with inefficiency or complex reporting tasks.

Target Audience & Prerequisites

This training is perfectly suited for:

• Finance Teams and Office Staff requiring fast, accurate data reconciliation.
• Project Managers and Supervisors needing real-time performance dashboards.
• Business Owners and Executives looking for better insight into their data.

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Not sure if this is the right course: Complete our Excel questionnaire

We’ll get back to you on completion: click here

Virtual classroom using MS Teams: £750+VAT for up to 8 delegates
On-site: £850+VAT for up to 8 delegates (rates may differ if outside Hampshire, Dorset and Wiltshire)

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Our Excel course include

• Training e-manual
• Training downloads
• Certificate on completion
• Post course support

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Course Aim

On completion of this course you will have gained improved confidence when tasked to manage, manipulate and analyse business data; create a range of complex business formulas and provide solutions to resolve day to day problems.

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Course Objectives

By the end of this course you will be able to:

• Use Conditional Formatting and Range Names to improve your performance
• Interrogate, Manipulate and Report against business data using (Sort, Filter, Subtotal, Pivot Table)
• Interrogate tables of data using various IF statements (IF, IF(OR), IF(AND), SUMIFS etc.
• Link key business data using XLOOKUP and VLOOKUP statements
• Create and Edit Templates to speed up routine tasks
• Create and Edit a range of effective business charts including Sparklines and Forecast sheets
• Use a range of shortcuts to improve speed and efficiency

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Excel Level 2 Course Content: Data Analysis & Advanced Business Reporting

Master the essential tools required for quick data summarization and sophisticated data interrogation.

Learn to extract meaningful insights without complex manual calculations.

• Pivot Table Mastery: Create dynamic, multi-dimensional business reporting and summary tables to track KPIs and trends instantly.
• Data Lists Management: Efficiently Interrogate, Manipulate, and Report against large datasets using advanced Sort and Filter, Subtotal controls.
• Visual Data Cues (Conditional Formatting): Use visual rules to highlight critical data points (e.g., outstanding invoices or low inventory) for immediate managerial attention.

Formula Mastery: Linking and Questioning Data

Move past simple calculations to build sophisticated, linked spreadsheets. These techniques directly improve data reliability and reduce human error.

• XLOOKUP and VLOOKUP Functions: Learn the power of XLOOKUP to link key business data across worksheets and workbooks, improving speed and accuracy over traditional lookup methods.
• Simple and Complex IF Functions: Go beyond basic logic by nesting functions (e.g., IF(AND), SUMIFS) to correctly validate and question data, enabling precise financial and operational decision-making.

Efficiency & Workflow Automation

Implement methods to save time on routine tasks, making you a faster, more effective Excel user.

• Range Names: Simplify complex formulas and streamline worksheet navigation using defined Range Names a key technique for auditing large models.
• Template Creation: Create and Edit simple and complex templates to automate routine report generation, converting hours of work into minutes.
• Time-Saving Shortcuts: Learn a range of professional Windows and Excel shortcuts to drastically improve your operational speed and efficiency.

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Microsoft Excel & Windows Shortcut and Training Files

The files below will be used during training to help improve your performance.

• Microsoft Excel shortcuts infographic
• Microsoft Windows shortcuts
• Training-List-2