Excel for Intermediate Users

This intermediate course is for anyone who has used Excel before and is confident with creating basic formulas e.g., adding, subtracting, multiplying, and dividing. In this intermediate Excel course, you will learn time-saving techniques including Absolute Cell References e.g., a multiplication that involves a fixed figure (such as VAT) and requires two-dollar signs (e.g., $B$4).  You will explore more Conditional Formatting Settings, use Range Names and several functions e.g., IF, SumIFs, and CountIFs to analyse your data.

You will also learn how to create a basic Pivot Table to summarise large sets of data quickly and easily.

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

Course Overview

Prices

  • Standard Price

    £300*
  • Public Sector Price

    £250*
  • Charity Price

    £200*
  • *Per person, excluding VAT

  • Duration

    1 day
  • Class size

    8 approx.
  • Location

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

    Classroom

    Public classroom sessions are held at 3rd Floor, 9 Alie Street, London E1 8DE

    Find out more

    Online|Classroom
  • Requirements

    Learners must have used Excel before and be familiar with using formulae for calculations that add, subtract, multiply and divide.

Course Overview

This Excel for Intermediate Users course can be held either in the classroom or online as Live Online Learning. The outline for both formats is the same, however the classroom session offers more time with the trainer to work on exercises, ask questions and complete activities.

What you will learn

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

  • Recap on formulas and functions such as AVERAGE, MIN (minimum) and MAX (maximum) to create statistical information.
  • Create a calculation based on a condition. e.g., add a £10 bonus to all staff who have achieved results above target and keep the target value fixed (absolute) when copied in order to save time.
  • Manually create a Range Name to refer to a cell, for example ‘VAT’ rather than using a Cell address e.g., B2 to make them easier to read and work with
  • Setup a Data Validation Dropdown list where you can pick from a list of values which limits the type of data that can be entered into a cell.
  • Count entries if they meet a condition. e.g., count the number of customers who live in specific city.
  • Create and work on more than one worksheet and group them to make changes simultaneously.
  • Link formulas across Worksheets to create a Summary sheet.
  • Use Conditional Formatting to automatically change the look of cells depending on
  • their value e.g., Above Average and Below Average.
  • Create an Excel Table and use it to analyse data.
  • Create a basic Pivot Table and Pivot Chart to summarise large sets of data easily.

Course Timetable

Formulas and Absolutes

  • Brief Recap on Formulas and Functions
  • Absolute Cell References
  • Basic Range Names
  • Data Validation Drop-Down Lists

Multiple Sheets, IF and Count Functions

  • Using multiple sheets (duplicating sheets, moving, renaming, linking across sheets)
  • The IF Function
  • The COUNT, COUNTA, COUNTIF Functions
  • The SUMIFS and COUNTIFS Functions
  • Conditional Formatting (Above Average, Below Average)
  • Copying and Pasting to different applications e.g. Word

Introduction to Pivot Tables and Pivot Charts

  • Creating an Excel Table (Table Tools)
  • How to create a Pivot Table
  • Pivot Table Slicers
  • Editing the Calculation Type
  • Rearranging your Pivot Table
  • Creating Pivot Charts

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.

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

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.

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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).

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 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.

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 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.

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

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 Policy

In light of the current Coronavirus outbreak we want all of our customers to be reassured that we are working to maintain the highest standards of Health and Safety. We are monitoring the situation closely and are following all current Government guidelines.

Please see our Coronavirus Policy for more details and the latest information.

If you have any questions or concerns, 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

Did you know...

...we also run more advanced Excel courses?

Learn how to summarise and display useful and relevant information to help you make better decisions with our courses that focus on Pivot Tables, Dashboards and Charts.

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 for Advanced Users: Pivot Tables: From Data to Dashboard to enable you to to use Excel’s powerful Pivot Table and Pivot Chart tools to summarise and display useful and relevant information to help your decision makers use all of this data. Find out more

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