Advanced Excel Core Level 3

If you use Excel for budgets, timesheets, reports or other data that needs calculating, this one-day course will improve your ability to organise and analyse data. You will take functions further and be able to make them more powerful by nesting them. You will also learn ways to represent your data in a visual and readily understandable chart.

We have made our training centre as safe as possible, and will be limiting these sessions to just 4 people to ensure that social distancing can take place. Learn more about these measures here. We may need to cancel these dates if government advice changes or if there is not enough demand — in these instances we will host the session online, with the same date and timings.

Course Overview

  • Standard Price

    £300*
  • Public Sector Price

    £250*
  • Charity Price

    £200*
  • *per person, excluding VAT
  • Duration

    1 day
  • Class size

    4 approx.
  • Location

    London
    Map
  • Requirements

    Learners must be confident creating formulas that use Absolute Cell References ($ to fix cell references), Named Ranges and more complex functions like IF. If you’re not confident with those, look at our Excel Core Level 2 course.

Course Overview

What you will learn

  • Create Partial Absolute Cell References to lock just the Column or just the Row reference in a formula
  • Move around a spreadsheet speedily using range names and use them in formula to improve accuracy and readability
  • Accurate data entry by using Data Validation. e.g. a dropdown list to choose from to avoid errors
  • Use the table tools and calculate within a table
  • Advanced Conditional Formatting – using ‘If Formula Is’ to format cells other than the one that contains the value you are testing
  • Create calculations based on single or multiple conditions. For example, calculate a discount for those over a specific age or ordering a high volume (IF with AND and OR)
  • Use ISERROR and ISNA to tidy up your results
  • Cross reference data using an Hlookup or Vlookup function. For example, look up a National Insurance Number to find other personal details from another sheet or book
  • Use Formula Auditing tools to check for errors and make nested formulas easier to fix
  • Create charts that include a secondary axis and trendlines
  • Create Pivot Charts

Timetable

Session One: Range Names and Nesting Functions

  • Partial Absolute Cell References
  • Range Names
  • Data Validation
  • Nesting Logical Function: IF, AND, OR

Session Two: Excel 2016 functions

  • IFs
  • SWITCH
  • CONCAT
  • TEXTJOIN
  • MINIFS, MAXIFS

Session Three: Lookups

  • VLookup (and if there’s time, HLOOKUP too)
  • Nesting COLUMN and/or ROW function to make your Lookup autofillable
  • IFERROR, IFNA

Session Four: Data visualisation

  • Conditional formatting using a formula, including using IF and conditional formatting for RAG
  • More charts: Combo, Funnel, Waterfall, Box and whisker, Pivot
  • Forecast sheet

This course can be delivered in the classroom or remotely via GoToTraining. Contact us for availability and pricing, or see our Live Online Learning sessions for our interactive 90-minute webinars that cover specific sessions. 

Course Overview

What you will learn

In particular you will be able to:

  • Create Partial Absolute Cell References to lock just the Column or just the Row reference in a formula
  • Move around a spreadsheet speedily using range names and use them in formula to improve accuracy and readability
  • Accurate data entry by using Data Validation. e.g. a dropdown list to choose from to avoid errors
  • Use the table tools and calculate within a table
  • Advanced Conditional Formatting – using ‘If Formula Is’ to format cells other than the one that contains the value you are testing
  • Create calculations based on single or multiple conditions. For example, calculate a discount for those over a specific age or ordering a high volume (IF with AND and OR)
  • Use ISERROR and ISNA to tidy up your results
  • Cross reference data using an Hlookup or Vlookup function. For example, look up a National Insurance Number to find other personal details from another sheet or book
  • Use Formula Auditing tools to check for errors and make nested formulas easier to fix
  • Create charts that include a secondary axis and trendlines
  • Create Pivot Charts
  • Create macros to automate your work and assign it to a toolbar button to make it easier to use

Timetable

Session 1

  • Brief recap on Excel Core Level 2
  • Partial Absolute Cell References
  • Using Insert Function
  • Good Design Principles
  • Range Names
  • Data Validation, Table Tools and Calculating in Tables.

Session 2

  • Conditional Processing – Using the If Function with AND and OR
  • Nesting Ifs with ISERROR and ISNA
  • Using VLookup or HLookup to categorise and find an exact match
  • Auditing and Error Spotting.

Session 3

  • Charts with Trendlines
  • Adding a Secondary Axis
  • Pivot Charts.

Session 4

  • Introduction to Macros – Running and recording macros
  • Assigning a macro to a button on a toolbar.

This course can be delivered in the classroom or remotely via GoToTraining. Contact us for availability and pricing, or see our Live Online Learning page for our interactive 90-minute webinars that cover specific sessions. 

Course Overview

What you will learn

In particular you will be able to:

  • Create Partial Absolute Cell References to lock just the Column or just the Row reference in a formula
  • Move around a spreadsheet speedily using range names and use them in formula to improve accuracy and readability
  • Accurate data entry by using Data Validation. e.g. a dropdown list to choose from to avoid errors
  • Use the table tools and calculate within a table
  • Advanced Conditional Formatting – using ‘If Formula Is’ to format cells other than the one that contains the value you are testing
  • Create calculations based on single or multiple conditions. For example, calculate a discount for those over a specific age or ordering a high volume (IF with AND and OR)
  • Use ISERROR and ISNA to tidy up your results
  • Cross reference data using an Hlookup or Vlookup function. For example, look up a National Insurance Number to find other personal details from another sheet or book
  • Use Formula Auditing tools to check for errors and make nested formulas easier to fix
  • Create charts that include a secondary axis and trendlines
  • Create Pivot Charts
  • Create macros to automate your work and assign it to a toolbar button to make it easier to use

Timetable

Session 1

  • Brief recap on Excel Core Level 2
  • Partial Absolute Cell References
  • Using Insert Function
  • Good Design Principles
  • Range Names
  • Data Validation, Table Tools and Calculating in Tables.

Session 2

  • Conditional Processing – Using the If Function with AND and OR
  • Nesting Ifs with ISERROR and ISNA
  • Using VLookup or HLookup to categorise and find an exact match
  • Auditing and Error Spotting.

Session 3

  • Charts with Trendlines
  • Adding a Secondary Axis
  • Pivot Charts.

Session 4

  • Introduction to Macros – Running and recording macros
  • Assigning a macro to a button on a toolbar.

This course can be delivered in the classroom or remotely via GoToTraining. Contact us for availability and pricing, or see our Live Online Learning page for our interactive 90-minute webinars that cover specific sessions. 

Which Excel course is right for you?

Making sure you’ve booked the right course isn’t always easy.

Luckily we have a handy survey to help you decide.

And if you’re still unsure, call our friendly team on 020 7375 7300 and we’ll help you work out what you need.

Take our Excel survey

Group Learning Events

If you have three or more learners, a private group course could be cheaper.

We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy's HQ in Aldgate, Central London.

Find out more
5 out of 5 stars

Brilliant set of tips and tricks to make everything much more straightforward!

John Fricker14 days ago

What is it like to learn with Happy?

Our facilitators make learning interactive and fun. In this video, Maureen delivers a session on Formulas and Functions in Excel at Happy's HQ in London.

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The Small Print

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for a full day consisting of three 90-minute live online sessions with independent work in between. 

All learners will need to either install GoToTraining on their machines or use the Web App in a browser (either Google Chrome and Microsoft Edge are supported). Full technical requirements are on the GoTo websiteYour link will be included in your joining instructions once you have booked your place — if you haven't received this email then please contact our team.

Learners should log into the training session 10 minutes before the start time to ensure that they have downloaded and set up GoTo correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals.

Your active participation is expected: everyone will be heard and seen throughout, just as they would be if we were in a room together. To be heard, hear and seen you will need a microphone, speakers and camera – if you have a modern laptop that’s all you will need. Remember, you’ll need a quiet place to call from and a decent internet connection is a must.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

For classroom sessions

The course will run from 10am to 4:45pm (lunch is served 1pm to 1:45pm — we offer a choice of 3 cold bowl dishes). Please be careful to arrive by 9:45am for registration and refreshments. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 30 minutes late you may be asked to leave and attend another day.

We have made our training centre as safe as possible and will be limiting these sessions to just 4 people to ensure that social distancing can take place. You can learn more about what measures we have put in place on our Terms and Conditions page. We may need to cancel these dates if government advice changes or if there is not enough demand — in these instances we will host the session online, with the same date and timings.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

The happy Guarantee

We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please get in touch with our Customer Services team within 30 days of the course. We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

Coronavirus Update

Due to current government guidelines we have temporarily closed our training centre in London. All of our staff are now working remotely, and all classroom training has been postponed while we await further guidance.

We have a fantastic range of interactive webinars delivered by our experienced facilitators, Live Online Learning. We offer both shorter, 1.5-2 hour sessions that focus on a particular skill, as well as full-day sessions. You can see details of our online public programmes for our IT Skills here and our Leadership and Personal Development sessions here. We can also adapt any of our existing classroom sessions into webinar format for you.

For the latest government guidance, please visit the gov.uk website.

We will continue to monitor the situation and will advise all clients if the situation changes.

If you have any questions or concerns, or would like to arrange some online training, our friendly team are available Monday to Friday, 9am to 5pm. You can leave a message on 020 7375 7300 or email us at hello@happy.co.uk.

 

Your post-course support package

  • Included in the price of both online and classroom programmes
  • 2 years of free access to our IT Helpline
  • Unlimited access - call or email our team as often as you need
  • Ask about any content covered on your course

happy learners

Did you know...

...there are so many Excel functions that will make your job more efficient?

These include V/HLOOKUP, IF, COUNTIF, SUMIF functions and so much more. How to use dynamic VLOOKUP with MATCH function is also covered in Excel Core Level 3 course. 

If this isn't what you're looking for, we also run a range of specialised Excel courses. Take a look at the courses below:

Analysing Excel Data for Better Business Decisions to enable you to quickly and effectively analyse data by using techniques such as interactive Dashboards, Conditional Formatting and Pivot Tables. Find out more

Excel Without Maths to explore several cool Excel features that will help make Excel better and more efficient for you, all without having to use formulas! Find out more