Intermediate Excel Modules

Our intermediate Excel modules are aimed at individuals who have some previous knowledge of Microsoft Excel but need to develop their understanding further.

These modules are designed to provide you with a strong grounding in core Excel functions and formulae. As with all of our bespoke Excel courses we tailor the content to your specific needs and where possible work with examples based on your own data.

Our trainers use Excel for modelling and analysis every day whilst providing solutions to client's specific needs. They can share their wealth of knowledge gained from using Excel in business to ensure that you apply best practices when working with Excel spreadsheets.

Our bespoke modular approach to Excel training allows you to tailor your Excel course by selecting only the modules that are relevant to you. Alternatively we can design a tailored course for you by discussing your role and business needs.

To download our Bespoke Excel Training Brochure click here.

Core Excel Functions

Module title Duration (hrs)
Tables 1
Named Ranges 1
Data Validation 1
Excel and the Web 1
What if analysis 2.5
Working with external data 2
Worksheet sharing and protection 2
Pivot Tables 2
Interacting with Word 1
Customising toolbars 1
Risk Management 2
Conditional Formatting 2
An Introduction to VBA 3
Userforms 2
User Defined Functions and Add-ins 2

Click on the link above for more information about the module.

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Core Excel Formulae

Module title Duration (hrs)
Working with text 1
IF, AND & OR 1
Summing and counting 2
Error Management Formulae 1
Lookup formulae 2
Database formulae 1
Days, dates and times 1

Click on the link above for more information about the module.

Our courses are bespoke and modular. Simply select the modules you are interested in from any of our Excel course modules and then contact us to book your course.


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Course details: Intermediate Excel Modules

I001 - Tables

Duration: 1 hour
Pre-requisites: You will need a good working knowledge of Excel.
Learning Objectives: Tables were one of the most significant features introduced in Excel 2007. You will learn how to harness their power.
Content: • What is a Table?
• Creating a Table
• Modifying a Table
• Working with Tables

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I002 - Named Ranges

Duration: 1 hour
Pre-requisites: You will need a good working knowledge of Excel.
Learning Objectives: The named range function allows you to assign a name to a cell or range. You will learn how to assign a name to a range and how to reference them.
Content: • The case for using named ranges
• Creating a named range
• Referencing a named range

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I003 - Data Validation

Duration: 1 hour
Pre-requisites: You will need a good working knowledge of Excel.
Learning Objectives: Data validation allows you to control the inputs made by the end user. You will learn how to create validations in your spreadsheets.
Content: • Types of validation
• Create validations
• Drop down lists
• Linking to named ranges
• Validation messages

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I004 - Excel and the Web

Duration: 1 hour
Pre-requisites: You will need a good working knowledge of Excel.
Learning Objectives: You will learn how to create Excel files that you can use on the web and also collect information from the web using Excel.
Content: • Creating an HTML file from your spreadsheet
• Web queries

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I005 - What if analysis

Duration: 2.5 hours
Pre-requisites: You will need a good working knowledge of Excel.
Learning Objectives: Master Excel’s scenario tools.
Content: • Manual what-if analysis
• Using the camera tool and watch window
• Data table
• Scenario Manager
• Goal Seek
• Solver

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I006 - Working with external data

Duration: 2 hours
Pre-requisites: You will need a good working knowledge of Excel.
Learning Objectives: You will learn how to import data from text files and Access into Excel.
Content: • Import a text file
• Microsoft query
• Pivot Tables based on external data

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I007 - Worksheet sharing and protection

Duration: 2 hours
Pre-requisites: You will need a good working knowledge of Excel.
Learning Objectives: You will learn how to share and protect your workbooks.
Content: • Sharing workbooks
• Protecting worksheets and workbooks
• Protecting VBA code

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I008 - Pivot Tables

Duration: 2 hours
Pre-requisites: You will need a good working knowledge of Excel.
Learning Objectives: You will learn how to harness the power of Pivot Tables and turn your data into information that you can action.
Content: • Creating a data table
• Creating a Pivot Table
• Turn your data into information
• Using external data
• Grouping
• Pivot Charts

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I009 - Interacting with Word

Duration: 1 hour
Pre-requisites: You will need a good working knowledge of Excel.
Learning Objectives: You will learn how to share data with Word.
Content: • Simple pasting
• Embedding

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I010 - Customising toolbars

Duration: 1 hour
Pre-requisites: You will need a good working knowledge of Excel.
Learning Objectives: You will learn how to customise Excel’s Quick Access Toolbar (QAT).
Content: • Customising the Quick Access Toolbar (QAT)
• Adding a macro command to the QAT

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I011 - Risk Management

Duration: 2 hours
Pre-requisites: You will need a good working knowledge of Excel.
Learning Objectives: You will learn how to manage errors in your spreadsheets using formulae.
Content: • How to spot common errors
• Excel’s auditing tools
• Tracing relationships

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I012 - Conditional Formatting

Duration: 2 hours
Pre-requisites: You will need a good working knowledge of Excel.
Learning Objectives: You will learn how to highlight cells based on determined values and how to use the new features introduced in Excel 2007.
Content: • Conditionally formatting a cell or range based on its value
• Conditionally formatting a cell or range based on a formula
• Visualisation using conditional formatting (2007)

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I013 - An Introduction to VBA

Duration: 3 hours
Pre-requisites: You will need a good working knowledge of Excel.
Learning Objectives: You will learn the building blocks of VBA programming and then learn how to create some simple but very useful macros.
Content: • Developer Toolbar
• Recording Macros
• Visual Basic Editor
• Variables
• Useful examples

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I014 - Userforms

Duration: 2 hours
Pre-requisites: A basic knowledge of VBA.
Learning Objectives: You will learn how to create simple userforms and turn them into add-ins so they can be distributed.
Content: • Creating Userforms
• Linking Userform controls to your worksheets
• Useful examples

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I015 - User Defined Functions and Add-ins

Duration: 2 hours
Pre-requisites: A basic knowledge of VBA
Learning Objectives: Excel’s built in formulae may not always do quite what you need. You will learn how to create your own functions and turn them into add-ins.
Content: • Creating UDFs
• Creating Add-ins
• Useful examples

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I016 - Working with text

Duration: 1 hour
Pre-requisites: You will need a good working knowledge of Excel.
Learning Objectives: You will learn how to use the text formulae in Excel.
Content: • LEN()
• LEFT()
• RIGHT()
• MID()
• CONCATENATE()

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I017 - IF, AND & OR-

Duration: 1 hour
Pre-requisites: You will need a good working knowledge of Excel.
Learning Objectives: You will learn how to use these core formulae.
Content: • AND()
• OR()
• IF()
• Nesting and combining IF AND & OR

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I018 - Summing and counting

Duration: 1 hour
Pre-requisites: You will need a good working knowledge of Excel.
Learning Objectives: You will learn how to master the full suite of summing and counting formulae, from the basic SUM to the powerful analytical tool that is SUMIFS.
Content: • SUM
• COUNT
• COUNTA
• SUMPRODUCT
• SUBTOTAL
• SUMIF
• COUNTIF
• SUMIFS

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I019 - Error Management Formulae

Duration: 1 hour
Pre-requisites: You will need a good working knowledge of Excel.
Learning Objectives: You will learn how to manage errors in your spreadsheets using formulae.
Content: • The types of error (#DIV/0!, #N/A, #VALUE etc)
• Error handling formulae (IFERROR, ISNA, ISERROR etc)

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I020 - Lookup Formulae

Duration: 2 hours
Pre-requisites: You will need a good working knowledge of Excel.
Learning Objectives: You will learn how to use these key formulae for mapping, matching and comparing data.
Content: • LOOKUP
• VLOOKUP
• HLOOKUP
• INDEX
• MATCH
• VLOOKUP MATCH

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I021 - Database Formulae

Duration: 1 hour
Pre-requisites: You will need a good working knowledge of Excel.
Learning Objectives: Excel’s database formulae are robust and powerful analytical tools used to interrogate data held in Excel. You will learn how to build robust models using these formulae.
Content: • DSUM
• DCOUNT

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I022 - Days, dates and times

Duration: 1 hour
Pre-requisites: You will need a good working knowledge of Excel.
Learning Objectives: You will learn how to work with days, dates and times.
Content: • Date & time formats
• NOW()
• DATE()
• NETWORKINGDAYS()
• DAY(), MONTH() and YEAR()
• DATEIF()

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Key facts:

  • We focus on your specific needs
  • We tailor a modular course to suit you
  • Training for all levels of Excel
  • On site training - we come to you
  • Work on your own data/spreadsheets
  • Small groups - maximum of three

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