Excel for Expert Users

Formulas and Functions are the key to getting work done in Excel. If you are experienced in Excel but need to start building more complex calculations this one-day course (split over two half days) will help you to deepen your understanding.

By the end of this Level 4 course, you will feel more confident problem-solving in Excel. For example, you will be able to compare lists of data in order to spot similarities and differences, you will be able to 'LOOKUP' data and return the value of a cell in a table/range based on the column and row number using a variety of functions. You will also learn how to solve problems in fewer steps than with traditional formulas using dynamic array functions.

Our public course dates for this course are online, via Live Online Learning. This course is also available for private group bookings for your organisation, both in the classroom and online — please contact us for availability, pricing and customisation options.

Course Overview

Prices

  • Standard Price

    £345*
  • Public Sector Price

    £290*
  • Charity Price

    £230*
  • *Per person, excluding VAT

  • Duration

    2 days
  • Class size

    8 approx.
  • Location

    Interactive online sessions delivered via Zoom. The link is sent to you after booking.

    Online
  • Requirements

    Learners must already feel confident creating and nesting formulas (e.g. Ifs and ANDs) and be able to use named ranges instead of cell references in formulas.

Course Overview

What you will learn

By the end of this expert level Excel course, you will be able to:

  • Compare lists of data for similarities and differences
  • Cross reference information from specific rows and columns in a table of data using VLOOKUP, HLOOKUP, INDEX and MATCH
  • Make your Lookups and Indexes more powerful using other functions such as, XLOOKUP
  • Use Dynamic Array Functions

Public dates will be taught in the latest version of the software as 2 consecutive half-days.

For private group sessions, this will be taught as either a two-day course if your learners have the latest version of Excel, or as a one-day course (consisting of sessions 1 and 2 only) if your learners do not have the latest version of Excel. Please get in touch for more information and availability.

Course timetable

Session 1: Comparing lists of data

  • Using =
  • Using the Exact Function
  • Using IF
  • Using a Lookup Function
  • Using Conditional Formatting
  • How to use the Today() function

Session 2: Looking up data

  • VLOOKUPs
    • VLOOKUP (wildcards and the Column Function)
    • VLOOKUP and IFERORR
    • VLOOKUP using two criteria
    • VLOOKUP, Range Names and Match
    • VLOOKUP and Indirect
  • HLOOKUP, Range Names and Match
  • Index
    • Index (one way lookup)
    • Index (two way lookup)
  • Index and Match
  • Data validation using Index and Match

Session 3: XLOOKUP

  • The Benefits of XLOOKUP vs VLOOKUP and HLOOKUP
  • Using XLOOKUP instead of VLOOKUP/HLOOKUP with IFERROR
  • Using XLOOKUP instead of INDEX and MATCH
  • Why using a Nested XLOOKUP can be useful

Session 4: Dynamic Arrays (saying goodbye to Ctrl+Shift+Enter)

  • Unique
  • The Spill Error
  • Sort
  • SortBy
  • Filter
  • Extracting records between 2 dates (using Filter)
  • Sequence

Public dates will be taught in the latest version of the software as 2 consecutive half-days.

For private group sessions, this will be taught as either a two-day course if your learners have the latest version of Excel, or as a one-day course (consisting of sessions 1 and 2 only) if your learners do not have the latest version of Excel. Please get in touch for more information and availability.

Information for Mac users

If you are a Mac user, please let us know when booking. If the course is held in the classroom at Happy, the training is held on PCs so we recommend that you bring your Macbook with you (we are not able to provide an additional monitor). For online training, please let us know when booking and you can use your Mac as normal. We provide a PDF with shortcuts for Mac users and your trainer will refer to this throughout the training.

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
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What's it like to learn online with Happy?

In this short video, Rachael explains how Happy makes our Live Online Learning IT programmes just as interactive and engaging as our classroom sessions.

Book now

See our available course dates, or contact us for bespoke options.

First, choose your delivery style — Live Online Learning or in the classroom (at Happy's HQ in London).

Public dates for this course will be taught in the latest version of the software. We can train this in older versions if needed – please get in touch for more information and availability.

The Small Print

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for 2 x half-days starting at 9:30am each day.

All learners will need to install Zoom on their machines. Full technical requirements are on the Zoom website. Your 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 Zoom 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

All public classroom sessions take place at Happy's HQ in London at Robert Dolan House, 9 Alie Street, London E1 8DE. Please see our Contact Us page for full directions and a PDF map.

The course will run from 10am to 1pm. 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.

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

For Mac Users

If you are a Mac user, please let us know when booking. If the course is held in the classroom at Happy, the training is held on PCs so we recommend that you bring your Macbook with you (we are not able to provide an additional monitor). For online training, please let us know when booking and you can use your Mac as normal. We provide a PDF with shortcuts for Mac users and your trainer will refer to this throughout the training.

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

While we continue to only run our public courses online, we have reinstated classroom-based training for private group bookings only. We can also host you for room hires – please contact us for further details.

We have made our training centre COVID safe. Please see our full Coronavirus guidance page for details.

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, please contact our friendly team.

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

Did you know...

...working on complicated functions can be simplified by using Array Formulas?

An array is a collection of more than one item. Excel's array formulas perform operations on multiple values instead of single values. The terminology around array formulas is a bit complicated, but array formulas themselves can be very simple.

Want to learn more about formulas and functions, and other Excel features? See our specialised courses below: 

Excel for Expert Users: Formulas and Functions to enable you to fix formulas and use Statistical and Logical functions. Find out more

Excel for Advanced Users: Pivot Tables: From Data to Dashboard to enable you to summarise and display useful and relevant information. Find out more

Excel for Advanced Users: Analysing Excel Data for Better Business Decisions to enable you to use techniques that range from speedy analysis to setting up complex automated dashboards. Find out more