MICROSOFT EXCEL TRAINING

INTERMEDIATE
This intermediate Microsoft Excel training course is suitable whatever version of Excel you use,
from 2003 2013, you will expand your knowledge and skills. By the end of this course, you will
be able to create charts, work effectively with multiple sheets in workbooks, use basic functions
effectively, use productivity tools and work with the Excel list/database features.
By the end of this course, students will be able to create charts, work effectively with multiple
sheets in workbooks, use basic functions effectively, use productivity tools and work with the
Excel list/database features.
Having practiced all of these new skills extensively during the course you will be able to hit the
ground running on your return to the office and should be able to complete your Excel work far
more quickly.
This Excel training course assumes that you have a basic understanding of Windows.
Additionally, you should have an understanding of concepts covered in the Excel
Essentials course. These include creating workbooks, using AutoFill and AutoSum, constructing
formulae, Absolute Cell References and formatting worksheets.

Course Details
Review Exercise Formulas and Function
This introductory session reviews the key basic Excel skills that delegates need to get the most
from this course. It serves as a very quick revision of functions, ranges and some simple
functions.
The key topics covered are:

Understanding Functions

Summing Non-Contiguous Ranges

Calculating An Average

Maximum And Minimum Functions

Worksheet Techniques
Being able to manipulate and control worksheets is a key skill in Excel. This will show you how
to make your worksheets do exactly what you want them to, and also how to format them to
make working with them clearer. It also covers hiding and unhiding rows and columns within a
worksheet.
The key topics covered include:

Renaming, Inserting And Deleting Worksheets

Copying And Moving Worksheets

Hiding And Unhiding A Worksheet

Copying A Worksheet To Another Workbook

Changing Worksheet Tab Colours

Grouping Worksheets

Hiding and Unhiding Rows And Columns

Freezing Rows And Columns

Splitting Windows

Data Linking
As you become a more proficient Excel user it is very likely that your spreadsheets will contain
more than one worksheet. This means that you then need to be able to link data from one
worksheet to another worksheet, and potentially from one workbook to another workbook. This
lesson leads you through how to do that quickly and simply.
The key topics covered include:

Understanding Data Linking

Linking Between Worksheets

Linking Between Workbooks

Updating Links Between Workbooks

Creating Charts
The ability to quickly and simply create a chart or graph to illustrate the data in your spreadsheet
is one of the most used parts of Excel. The chart wizard offers a huge number of potential chart

types and presentation options. This session shows you how to create a simple chart and the
basics of how to work with it.
The key topics covered include:

Understanding The Charting Process

Choosing The Chart Type

Creating A New Chart

Working With An Embedded Chart

Resizing The Chart

Dragging A Chart

Printing An Embedded Chart

Creating A Chart Sheet

Changing The Chart Type

Changing the Chart Layout

Changing The Chart Style

Printing A Chart Sheet

Embedding A Chart Into A Worksheet

Deleting A Chart

Charting Techniques
The previous session showed you how to create a chart. This session shows you how to ensure
that it is presented exactly as you would like it to be, Excel offers numerous options. Learning to
control and manipulate all of these options is complex but allows you to present your chart
exactly as you would like it to be.
The key topics covered include:

Understanding Chart Layout Elements

Adding A Chart Title

Adding Axes Titles

Positioning The Legend

Showing Data Labels

Showing A Data Table

Modifying The Axes

Showing Gridlines

Formatting The Plot Area

Showing The Plot Area

Adding A Trendline

Adding Error Bars

Adding A Text Box To A Chart

Drawing Shapes In A Chart

Special Pasting
Cutting and pasting in Excel can be tricky when working with different data types. As ever, Excel
offers a number of options to ensure that it all works smoothly. This session will make sure that
you get it right first time.
The key topics covered include:

Using Paste Special to Copy Values

Add Values and Multiply Values

Transpose Cells

Conditional Formatting
Excel offers the ability to only change the formatting of cells meeting certain criteria. This can
make finding key data in a large spreadsheet very quick and simple. This session shows you
how to set the criteria that you are looking for and also how to format those cells to ensure that
you can easily see them.
The key topics covered include:

Understanding Conditional Formatting

Highlighting Cells Containing Values

Highlighting Cells Containing Text

Highlighting Duplicate Values

Using Top and Bottom Rules

Using Data Bars

Using Colour Scales

Using Icon Sets

Creating Custom Rules

The Conditional Formatting Rules Manager

Managing Rules

Clearing Rules

Hyperlinks
Excel is often used to hold lists of webpages or information that includes a hyperlink to a
website or a file produced in a completely different program. This session will show you how to
do all of this quickly and simply.
The key topics covered include:

Hyperlinking Within A Workbook

Using A Hyperlink

Hyperlinking To A Range

Hyperlinking Between Applications

Working With tables

Data in Excel is often held in tables. This session will show you how to create a table and how
to modify and edit it once you have created it.
The key topics covered include:

Creating a Table

Inserting or Deleting Rows

Modifying a Table

Sorting Data in a Table

Filtering

MICROSOFT EXCEL TRAINING

ADVANCED
This advanced Microsoft Excel training course will teach you to use the advanced features of
Excel in any version to their full extent. By the end of this course, you will be able to report on
data in a list using PivotTables, edit and analyse complex data using advanced features such as
Scenarios, Goal Seek and Solver, incorporate built-in functions into a worksheet, work with
controls and record macros.
Learn to use the advanced features of Excel to their full extent. By the end of this course,
students will be able to report on data in a list using PivotTables, edit and analyse complex data
using advanced features such as Scenarios, Goal Seek and Solver, incorporate built-in
functions into a worksheet, work with controls and record macros.

Course Details
Labels and Names
The first session of this course reviews the concept of creating and using names for cells which
is covered in our Intermediate Excel Course. In doing so it also quickly reviews formulas and
selections.
The key topics covered include:

Creating Names In A Worksheet

Using Names In New Formulas

Applying Names To Existing Formulas

Creating Names Using the Names Box

Using Names To Select Ranges

Pasting Names Into Formulas

Creating Names for Constants

Creating Names From A Selection

Scoping Names To The Worksheet

Using The Name Manager

Documenting Range Names

Logical Functions
This section of the course introduces logical functions. This is a key part of more advanced
Excel use. It focuses on the use of IF functions and how they can be combined to produce
Nested IF functions and also combined with AND, NOT or OR in more complicated situations.
The key topics covered include:

Understanding Logical Functions

Using IF To Display Text

Using IF To Calculate Values

Nesting IF Functions

Using AND

Using OR

Using NOT

Validating Data
When working with large amounts of data the ability to validate data using Excel is critical. This
is especially true when working in combination with logical formulas which require that all data is
in the appropriate format to work. This session covers both data validation, which is checking
that the data in the cells meets certain criteria and also the ways that you can then highlight
data that does not meet the criteria.
The key topics covered include:

Understanding Data Validation

Creating a Number Range Validation

Testing Data Validation

Creating an Input Message

Creating an Error Message

Creating Drop-Down Lists

Using Formulas as Validation Criteria

Circling Invalid Data

Removing Invalid Data Circles

Copying Validation Settings

Lookup Functions
Lookup functions are another very powerful tool to master when working with large amounts of
data. They allow individual items in a list to be found and then the corresponding value from
another column or row in the same data table. For example, if working with a series including
dates and values of a variable, they offer the ability to find a certain data and have the formula
return the value of that variable on the specific date being search for.
The key topics covered include:

Understanding Data Lookup Functions

Using CHOOSE

Using VLOOKUP

Using VLOOKUP For Exact Matches

Using HLOOKUP

Using INDEX

Summarizing Data
Excel contains a number of features that allow you to very quickly summarise large amounts of
data. This shorter session will show you how to very quickly use these features to create subtotals and other summary statistics.
The key topics covered include:

Summarising Data Features

Subtotalling a List

Using a Subtotalled Worksheet

Creating Nested Subtotals

Copying Subtotals

Pivot Tables
PivotTables are one of Excels most powerful functions. They are extremely versatile and make
it very easy to extract information from large tables of data without the use of formulas. They are
also very quick to use as by moving, or pivoting, fields of data from one location to another

using drag and drop functionality they allow you to look at the same data in a number of
different ways.
The key topics covered include:

Understanding PivotTables

Working with the PivotTable Field List

Creating the PivotTable

Adding Fields to a PivotTable

Value Field Settings

Applying a Filter to a PivotTable

Changing the PivotTable Report Layout

Manipulating PivotTable Detail

Creating a PivotTable Report

Pivot Tables Techniques

The session builds on the previous PivotTable session which introduced the concept. This takes
the use of PivotTables one step further and leads delegates through summarising, grouping,
sorting and names the data held in the PivotTable that they have created. This session
demonstrates how powerful Excel can be when used correctly. Thousands of data records can
be quickly and simply manipulated, analysed and presented using PivotTables in a matter of
minutes.
The key topics covered include:

Using Compound Fields

Counting In A PivotTable

Formatting PivotTable Values

Working With PivotTable Totals

Finding The Percentage of Total

Finding The Difference From

Grouping In PivotTables

Creating Running Totals

Creating Calculated Fields

Providing Custom Names

Creating Calculated Items

Sorting In A PivotTable

Data Consolidation
Excels Consolidate feature allows you to merge and summarize values from multiple
workbooks. Its a great tool for combining data when several users work with different instances
of the same file but can also be used when the data to be consolidated is held in differernt
formats.
The key topics covered include:

Understanding Data Consolidation

Consolidating Data with Identical Layouts

Consolidating Data with Different Layouts

Data Tables
Data tables are a summary function for the scenarios tool. It allows you to summarise the
results of multiple scenarios very simply. It creates a table that shows the changes in the inputs
into a scenario and also the outputs for a range of values. A data table can work with either one
or two input variables.
The key topics covered in this section include:

Data Table Components

Two-Variable Data Tables

Using a Simple What-If Model

Creating a One-Variable Table

Using One-Variable Data Tables

Creating a Two-Variable Data Table