Microsoft Excel Intermediate Training

This course is appropriate for professionals in any role who regularly work with data in Excel — including finance, operations, HR, marketing, and administrative professionals — who have completed introductory Excel training or have equivalent working experience.

By the end of this course, students will be able to:

• Build more maintainable formulas by referencing named ranges instead of cell addresses, producing spreadsheets that are easier to read, audit, troubleshoot, and hand off to colleagues
• Automate decisions that are currently made manually, using conditional logic through functions such as IF and SUMIF, and comparison operators including AND, OR, and NOT
• Work confidently with dates, using functions such as DATE and NOW to calculate durations, flag deadlines, and keep time-based reporting current without manual updates
• Extract, clean, and reformat text automatically, using functions such as UPPER, LOWER, and CONCATENATE, eliminating the need to retype or manually reformat imported or inconsistent data
• Convert flat data into structured, sortable, filterable tables, and retrieve summary information using database functions such as DSUM
• Build and format charts that communicate a trend clearly, rather than simply displaying underlying data
• Summarize large datasets into an interactive, decision-ready view using PivotTables, PivotCharts, Timelines, and Slicers

Building more efficient formulas

Creating and using named ranges · Conditional formulas with IF and SUMIF · Comparison operators: AND, OR, NOT · Working with date functions: DATE and NOW

Working with text data

Cleaning and standardizing text with UPPER and LOWER · Combining data from multiple cells with CONCATENATE

Organizing lists and tables

Sorting and filtering lists · Converting ranges into formatted Excel Tables · Retrieving summary data with database functions, including DSUM

Visualizing data

Building charts from a dataset · Formatting and refining charts for clarity and presentation

Summarizing large datasets

Building PivotTables to summarize data by category · Creating PivotCharts linked to PivotTable data · Using Timelines and Slicers to filter and explore data interactively

Completion of Microsoft Excel Introduction Training, or equivalent hands-on experience creating worksheets, entering basic formulas, and formatting cells. Students should be comfortable navigating the Excel interface and entering simple formulas before beginning this course.

Intermediate Excel topics — particularly formula logic and PivotTable configuration — are among the most common points at which self-paced training loses students. A formula returns an unexpected result, a PivotTable does not summarize the way it is expected to, and without a way to resolve the issue in the moment, momentum stalls and the material is set aside.

In this course, an instructor is present throughout to answer questions and troubleshoot issues as they come up, so that students move on to the next topic with a working understanding rather than an unresolved question. Students also retain access to a recording of the live session and receive post-class instructor support, providing a dependable resource when applying these skills independently after the course has ended.