Microsoft Excel Intermediate Training is designed for users who already have basic Excel knowledge and want to develop stronger skills in spreadsheet management, data analysis, reporting, and workplace productivity. The course provides a practical next step for learners who are comfortable with basic Excel functions but want to work more confidently with complex data and advanced spreadsheet tasks.
Duration: 1 day – 7 hr.
Overview
The Microsoft Excel Intermediate Training course is designed for users who already have basic Excel knowledge and want to develop more advanced skills in data analysis, spreadsheet management, reporting, visualization, and productivity. It provides a practical progression from fundamental Excel tasks to more sophisticated techniques for working with business and organizational data.
As spreadsheets become increasingly important for reporting and decision-making, professionals need more than basic formulas and formatting skills. This course helps participants use Excel more effectively to organize information, analyze data, identify patterns, evaluate scenarios, and communicate insights clearly.
Participants will strengthen their ability to work with advanced formulas and functions, named ranges, Excel Tables, conditional formatting, and data organization tools. They will also learn how to use powerful lookup, logical, text, date, and financial functions to extract relevant information and perform more meaningful calculations.
A key focus of the training is turning raw data into useful information. Participants will explore Excel’s charting and visualization capabilities to create clearer and more engaging reports. They will also learn how to use scenarios and other analytical features to examine different possibilities and support informed decision-making.
Through practical exercises and real-world examples, learners will develop more efficient spreadsheet workflows and learn how to select the appropriate Excel features for different business requirements. The course emphasizes productivity, accuracy, and effective data presentation, helping participants get greater value from the information they already have.
By the end of the Microsoft Excel Intermediate Training, participants will be able to work confidently with more complex spreadsheets, apply advanced Excel functions, analyze and visualize data, create professional reports, and use Excel more efficiently for everyday business and analytical tasks. This course also provides a strong foundation for progressing to advanced Excel, dashboards, Power Query, Power Pivot, and Excel automation.
Learning Objectives
- Make formulas easier to understand using named ranges
- Use functions such as XLOOKUP, string and date functions
- See different “What-if” scenarios using the Scenario Manager
- Group data and see subtotals
- Create more engaging reports by adding images
- Visualize data using charts
- Take advantage of Excel Tables
- Apply different styles and conditional formatting
Audience
- Anyone who wants to use Microsoft Excel to create spreadsheets and automate data processing. Basic Excel knowledge at the level of Microsoft Excel Basic is expected.
Pre- requisites
- No Pre-requisites anyone can attend this course
Course Content
Advanced Formula Tasks
- Understanding Relative and Absolute Cell References
- Using Multiple Cell References
- Using 3D References
Working with Named Ranges
- Understanding Named Ranges
- Defining Named Ranges
- Editing Named Ranges
- Deleting Named Ranges
- Using Named Ranges in Formulas
Using Advanced Functions
- Using PROPER, UPPER, and LOWER Functions
- Using the TRIM Function
- Using LEN and SUBSTITUTE Functions
- Using LEFT, RIGHT, and MID Functions
- Using the CONCAT Function
- Using TODAY, NOW, DATE, and TIME Functions
- Using YEAR, MONTH, DAY Functions
- Using VLOOKUP, HLOOKUP, XLOOKUP Functions
- Using SUMIF, COUNTIF, and AVERAGEIF Functions
- Using IF, AND, OR Functions
- Using PMT Function
Outlining and Grouping Data
- Outlining Data
- Showing and Hiding Outline Details
- Grouping Data
- Creating Subtotals
- Removing Outlining and Grouping
Working with Scenarios
- Creating Scenarios
- Loading Scenarios
- Merging Scenarios
- Editing Scenarios
- Creating a Scenario Summary Report
- Deleting Scenarios
Working with Images
- Inserting Smart Art
- Inserting Text Boxes
- Inserting WordArt
- Inserting Pictures
- Inserting Icons
- Drawing Shapes
Visualizing Your Data
- Inserting a Chart
- Choosing a Chart Type
- Changing Colors
- Adding Axis Titles
- Adding Chart Title
- Adding Data Labels
- Adding Gridlines
- Adding a Legend
- Using Quick Layout
- Switching Rows and Columns
- Using Chart Options
Working with Tables
- Why Use Tables?
- Converting a Range to a Table
- Modifying Tables
- Defining Titles
- Converting a Table to a Range
Advanced Formatting
- Using Styles
- Creating and Modifying Templates
- Using Conditional Formatting
