Expert Excel Level 4: Formulas and Functions

In this expert level Excel course, you will be introduced to Basic Formulas, use Statistical and Logical functions, use Lookup and Reference Formulas, add Date and Time Formulas and learn about Efficiency Tips.

We are currently only holding our public programme online, delivered as Live Online Interactive Learning via GoToTraining. We are able to offer classroom sessions for private bookings only — please get in touch for availability.

Course Overview

  • Public Sector Price

  • Charity Price

  • *per person, excluding VAT
  • Location

  • Requirements

    Delegates must be comfortable creating basic formulas and functions in Excel, including the use of Absolute and partial Absolute Cell references.

Course Overview

What you will learn

In particular you will be able to:

  • Fix formulas using Absolute Cell References ($)
  • Use logical functions, such as COUNTIF to count cells that meet a certain condition
  • Use HLOOKUP function to look up values in the top row of the table
  • Use the CONCATENATE Function to join separate fields, such as FirstName and LastName
  • Calculate the number of days between two dates

Course timetable

Session 1: Formulas and Functions Basics

  • Use Cell References
  • Copy a Formula without changing Cell References
  • Transpose a Formula
  • Copy and Paste Values
  • Quick Calculations

Session 2

  • Nesting Functions
  • Statistical and Logical Functions: COUNTIF, SUMIF, AVERAGEA, IF, ISERROR, Nested IF

Session 3: Lookup % Reference Formulas

  • Using INDEX and MATCH to Retrieve Data

Session 4: Text Formulas

  • Change Case of Text
  • Join Text from Multiple Columns
  • Combine Text and Formatted Numbers
  • Convert Imported Text Format into Numbers
  • Break Imported Date Field into Individual Columns
  • Substitute Text
  • Extract a Name Field into Three Columns

Session 5: Date and Time Formulas

  • Add a Number to Current Date to Get New Dates
  • Calculate a Period of Time Between Two dates
  • Perform Calculation with Time Fields

Session 6: Array and Database Functions

  • Array Formulas
  • Calculate the Difference Between MAX and MIN Values in an Array
  • Find Value in List
  • Use Frequency Function to Count Responses
  • Analyse Data in a Database

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


Kanta Patel5 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.

Book now

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

Expert Level 4 Excel 2007-2013 Formulas and Functions
There are currently no upcoming public course dates available. Please email our team on and ask to be added to the waiting list for this course. We'll let you know as soon as a date is available.

Contact us now!

020 7375 7300

Why choose Happy?

  • Award-winning learner-focused approach
  • Small class sizes to give personal one-to-one support
  • Two years of free support after your course
  • Private group options available
  • No quibble money-back guarantee on all courses

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. 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 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


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...

...this course covers many useful Excel functions that will help you with Data Analysis? 

This lets you draw definitive conclusions from your data and make informed decisions as a result.

Happy also offers a range of different level courses in Excel, from beginner and intermediate to specialised programmes such as Excel Without Maths and business-oriented data analysis.

Advanced Excel Core Level 3 to improve your ability to organise and analyse data and represent it in a readily understandable chart. Find out more

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

Beginner Excel Core Level 1 for anyone who has never used Excel before. Find out more