Intermediate Excel Training for Business Professionals

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Supercharge your formula and data analysis skills in Excel.

Our intermediate Excel training shows you the skills that you need to start analyzing, processing and modeling business information using a whole host of Excel tools, functions and formulas.

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About our intermediate Microsoft Excel training.

Our 1-day intermediate Excel training will show you how to effectively use Excel to process business data. Key topics include cell and range naming, building formulas using functions like VLOOKUP, COUNTIF, SUMIF and IF; linking and managing worksheet information; organizing and analyzing worksheet data with Excel's data tools and functions; building professional charts; building basic Pivot Tables and Pivot Charts; cleaning worksheet text and working with text files; and linking Excel to other programs like Word and PowerPoint. Also discussed are the basics of creating and organizing models on the worksheet.

The key skills learned in our intermediate Excel training.

Key intermediate Excel skills learned:

Intermediate Excel review of how to build worksheet formulas and debug them
How to name worksheet cells and ranges, the key to building sophisticated, self-adjusting Microsoft Excel formulas
How to build proper worksheet tables, the key to using Microsoft Excel's data tools and creating data storage systems
How to design and build useful worksheet forms
How to turn a worksheet range into an Excel table and use it in formulas
How to use Excel features like Data Validation to protect cell data entry and Conditional Formatting to color cells based on logic
How to use Group, Sort, Advanced Filter, AutoFilter and Subtotal to manipulate Excel worksheet data
How to use intermediate Excel worksheet functions like SUM, MIN, MAX, COUNTA, AVERAGE and SUBTOTAL in ways you have not seen before
How to look up and merge worksheet data using key Excel worksheet functions like VLOOKUP, MATCH, INDEX and INDIRECT
How to use intermediate Excel functions to summarize data like SUMIF, SUMIFS, COUNTIF and COUNTIFS
How to parse text on a worksheet using Text to Columns, Text Wizard and the Remove Duplicates features
How to use intermediate Excel functions like LEFT, RIGHT, MID, SEARCH, SUBSITUTE, LEN, REPLACE, TRIM and CLEAN for parsing worksheet text
How to create professional business charts including combining different chart types in one chart
How to create, control and format Pivot Tables and Pivot Charts including slicers and timelines
How to link Excel with PowerPoint and Word to create reports

The skills you need for our intermediate training.

Select this intermediate Excel training if you or your group:

Have opened and saved a workbook file
Know the basics about worksheets, cells and using cell references like A1
Have copied and pasted worksheet data
Have performed basic cell formatting tasks like coloring a cell, bolding, aligning...
Have typed data in worksheet cells and built basic formulas like =A1+A2
Have used a worksheet function like =Sum(A1:A10) in a formula or have seen it before

The topics covered in our intermediate Microsoft Excel training.

Important: We focus our intermediate Excel training on what our customers need. When training begins, we analyze those needs and shift our intermediate Excel training outline appropriately. We will stress topics or add topics that our customers want. No two training sessions are ever the same with EMAGENIT.

Intermediate Excel Review of Worksheet Formulas, Cell Naming and Sheet Linking

A review of how to create basic formulas on the worksheet that add, subtract, multiply and divide
How to debug your formula errors and map how your formulas relate to each other
How to name a cell or range so the name can be used in a formula instead of a cell reference like A1
How to manage cell and range name editing and deletion in your workbook
How to manage and link sheet information in your workbook using names and cell references

Using Data Validation to Control Your Worksheet Data Entry

Intermediate Excel uses of Data Validation
How to use Data Validation to control what number, text or date a person types in a worksheet cell
How to create a list in a worksheet cell using Data Validation

Key Things Intermediate Excel Users Need to Know About Building Tables on the Worksheet

The difference between a report and a table on a worksheet that stores data
Different types of tables, how they impact your analysis approach in Excel
Proper header and data column design for your worksheet tables
What is an Excel table and how to use them to manage data and enhance data processing tasks
How to create an Excel table and add, edit and delete its rows
How to control Excel tables and use their quick summary tools to analyze data
How to format Excel tables including creating custom table styles
How to use Excel table structured references in formulas to make them adaptive

Worksheet Formatting and Form Construction

How to use formatting, pictures and drawing shapes to give your worksheet a professional business look
How to use drawing shapes to create different types of worksheet diagrams
How to design and format useful worksheet forms that your associates can use to store work related data
How to use Data Validation and worksheet protection to lock down your form entries ensuring data integrity

Key Worksheet Function Review for the Intermediate Excel User

What is a worksheet function, how does it work and what is an argument list
Review of how to use basic functions in your formulas like SUM, COUNTA, AVERAGE, MAX, MIN, SUBTOTAL
How to use range references, cell references, names, constants and Excel table structured references in your worksheet function formulas
How to nest Microsoft Excel worksheet functions to create powerful formulas

Key Lookup Worksheet Functions for the Intermediate Excel User

Review of the VLOOKUP, HLOOKUP, MATCH and INDEX functions
How to use VLOOKUP to lookup table information and merge it
How to use MATCH, INDIRECT and INDEX to perform table lookups that VLOOKUP cannot

Key Logical Worksheet Functions for the Intermediate Excel User

Logic, the key to advanced tool construction in Excel
How to use logic in general and figure out logical triggers
How to build logic formulas using the relational operators: <, >, <=, >=, < >, =
How to build logic formulas using the IF, AND, OR logical worksheet functions
How to protect your formulas from errors using the IF and the IS functions
How to create formulas that appear and disappear when needed using the IF and IS functions

Essential Data Analysis Worksheet Functions for the Intermediate Excel User

How to use SUMIF and SUMIFS to summarize your worksheet data
How to use COUNTIF and COUNTIFS to count how many instances you have in your worksheet data

Must Know Text Analysis Techniques for the Intermediate Excel user

How to analyze, split and clean worksheet text using the text worksheet functions like RIGHT, MID, LEFT, SUBSTITUTE, TRIM, CLEAN, SEARCH and REPLACE
How to use the Text to Columns feature to separate delimited data into separate worksheet columns
How to use Text Wizard to import text files
How to use the Remove Duplicates feature to retrieve unique names from a column

Using the Group, Advance Filter and Sort Tools on Your Worksheet Tables

How to hide and unhide worksheet rows using the Group feature
How to use the Sort feature to sort tables based on text and colors
How to use the Advanced Filter to build advanced table filters

Using Conditional Formatting to Flag Your Data

The uses of Conditional Formatting
How to use the Conditional Formatting feature to flag data in tables and in visual displays
How to use the Conditional Formatting feature as a dashboard system (i.e. graphical bars, icons...)

Creating Business Charts

How to create charts that have a professional look
Chart formatting tips including picture placement, data labels and professional coloring
How to combine two or more chart types into one chart

How to Create Pivot Tables and Pivot Charts on the Worksheet

What is a Pivot Table and Pivot Chart?
How to arrange and name worksheet data for a Pivot Table to use
How to create Pivot Tables from worksheet data
How to control Pivot Tables using filtering and grouping
How to refresh and remap Pivot Table data
How to create different Pivot Table summary types
How to format a Pivot Table using styles and the Format Cells dialog box
How to make slicers and timelines for Pivot Tables
How to format and control the options for timelines and slicers
How to construct, edit and format Pivot Charts
How to use the filters on a Pivot Chart and arrange them
How to use the Pivot Tables, Pivot Charts, slicers and timelines to create dashboards and reports

Linking Excel with Word and PowerPoint

Basic linking between the programs with copying and pasting
How to link cells, ranges and charts with Word and PowerPoint

The details about our intermediate Excel training.

Audience: Business professionals
Duration: 8:30 AM - 4:30 PM
# of Days: 1-day
Instruction Type: Hands-on, live, instructor taught training
Manual Included: 2200 + page Microsoft Excel Aided Business manual full of Excel tips, how-to-do topics and Excel examples included with the training
Excel Versions 2007-2016, Office 365, Windows and Mac
Free Repeats: Repeat your Excel training as many times as you like, no date or limit
Personal Examples: We review our attendees personal examples in our training instruction
Available Training Formats:
- Public Training Event >
- Live Online Webinar >
- Company Onsite >
- Self Study

Microsoft Excel Business Essentials Self Study
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Our full manual is free with our training.

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