Excel Intermediate Half-Day Training Programme

Description

Microsoft Excel remains one of the most widely used tools in the modern workplace, yet many professionals only use a fraction of its capabilities. This half-day Excel Intermediate programme is designed for participants who are already comfortable with basic Excel operations and are ready to build faster, more accurate, and more insightful spreadsheets. Through a practical, hands-on approach using realistic business data, participants will strengthen their command of formulas and functions, learn to manage and clean data efficiently, and build PivotTables and simple dashboards that turn raw numbers into decision-ready information. The session is designed to be immediately applicable, with participants working on exercises that mirror everyday reporting and analysis tasks.

What You'll Learn

Strengthen participants' confidence in using intermediate-level Excel formulas and functions for everyday business tasks.
Equip participants with efficient techniques to organise, clean, and validate data.
Introduce PivotTables and PivotCharts as core tools for summarising and analysing data.
Build participants' ability to present data visually using conditional formatting and simple dashboard techniques.
Encourage the practical application of these skills to participants' own work upon returning to the office.

Requirements

Physical Appearance

Who this course is for

Executives and administrators
Non-finance professionals
Regular Excel users involved in reporting
Users involved in data entry or basic data analysis
Users with basic knowledge of Excel navigation
Users familiar with simple formulas such as SUM and AVERAGE
Users with basic Excel formatting skills

Course Content Overview

MODULE 1: EXCEL FOUNDATIONS REFRESHER

Efficient navigation and shortcuts for intermediate users
Relative cell referencing absolute cell referencing and mixed cell referencing ($A$1 A$1 $A1)
Naming ranges for clarity in formulas
Workbook and worksheet best practices

MODULE 2: POWERFUL FORMULAS & FUNCTIONS

IF and nested IF statements for decision-based calculations
Combining logic with AND / OR
SUMIF(S), COUNTIF(S) and AVERAGEIF(S) for conditional summaries
Introduction to XLOOKUP for flexible error-resistant lookups

MODULE 3: DATA MANAGEMENT TOOLS

Sorting and multi-level filtering
Removing duplicates and identifying data errors
Data validation to control data entry
Text-to-Columns and quick data clean-up techniques

MODULE 4: PIVOTTABLES & PIVOTCHARTS

Building a PivotTable from raw transactional data
Grouping data by date & category & value ranges
Adding calculated fields for quick analysis
Creating a PivotChart to visualize PivotTable summaries

MODULE 5: CONDITIONAL FORMATTING & DASHBOARD BASICS

Using conditional formatting to highlight exceptions and trends
Icon sets & colour scales and data bars
Combining formulas & PivotTables and formatting into a simple one-page dashboard