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Microsoft Excel - Intermediate

  • Length 1 day
  • Price  NZD 445 exc GST
Course overview
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Why study this course

Learn how to expertly organise, analyse and present data through the use of complex formulas, functions, dynamic charts, and reports. You'll also be introduced to advanced features such as pivot tables, conditional formatting, defined names, and data validation. These key concepts are highly relevant for the workplace and will help you stand out from the competition.

This course builds on what was learned in Microsoft Excel - Beginner. After completing this course, you may be interested in our Advanced course.

Note: Excel 2016, Excel 2019, Excel 2021, and Excel 365 are all desktop application versions of Microsoft Excel. Excel 2016, Excel 2019, and Excel 2021 are the perpetual, bought-outright, stand-alone versions of the software; Excel 365 is the subscription-based version. Anyone working with any of these versions will be able to successfully complete this course. Throughout this course you will be using the desktop app; the course does not cover use of the web/online app.

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What you’ll learn

At the completion of this course you should be able to:

  • Modify Excel options and use formula cell referencing

  • Create and use named ranges, fill data series, and apply common functions

  • Build complex formulas and use data linking for efficient workbooks

  • Apply number formatting, conditional formatting, and data validation

  • Use goal seek for scenario analysis and work with Excel tables

  • Create basic PivotTables and enhance charts with advanced features


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Microsoft Apps at Lumify Work

As part of Lumify Group, Lumify Work has skilled more people in Microsoft technologies than any other organisation in Australia and New Zealand. We have a campus in the Philippines, too. We offer the broadest range of instructor-led training courses, from end user to architect level.  We are proud to be the winner of the Microsoft MCT Superstars Award for FY24, which formally recognises us as having the highest quality Microsoft Certified Trainers in ANZ. 


Who is the course for?

This course is designed for existing users of Microsoft Excel who would like to expand their knowledge and learn more of the techniques associated with creating better and more productive workbooks.


Course subjects

Cell Referencing and Names

  • Understanding Relative References

  • Understanding Absolute References

  • Creating Mixed References

  • Applying References in Formulas

  • Understanding Named Ranges

  • Creating and Managing Named Ranges

  • Using Named Ranges for Clarity and Efficiency

  • Referencing Data Across Worksheets and Workbooks

VLookup

  • Understanding Lookup Concepts

  • Setting Up a VLOOKUP Formula

  • Exact Match vs Approximate Match

  • Troubleshooting Common VLOOKUP Errors

  • Improving Reliability with Absolute References

Data Validation

  • Understanding Data Validation

  • Restricting Data Entry by Type

  • Creating Drop Down Lists

  • Building Custom Validation Rules

  • Creating Input Messages and Error Alerts

  • Maintaining Data Integrity

Protecting Workbooks and Sheets

  • Understanding Workbook and Sheet Protection

  • Locking and Unlocking Cells

  • Protecting a Worksheet

  • Protecting a Workbook Structure

  • Applying Password Protection

  • Managing Permissions and Preventing Unauthorized Changes

Date and Time Functions

  • Working with Dates and Times in Excel

  • Converting Between Date and Time Formats

  • Calculating Durations

  • Using TODAY and NOW

  • Creating and Using Timestamps

  • Automating Time-Based Analysis

Nesting Functions

  • Understanding Nested Formulas

  • Planning a Nested Function

  • Nesting IF Statements

  • Combining Logical and Lookup Functions

  • Building Complex Formulas Step by Step

  • Testing and Troubleshooting Nested Functions

Conditional and Number Formatting

  • Understanding Conditional Formatting

  • Highlighting Values Using Rules

  • Visualising Trends with Data Bars and Colour Scales

  • Using Icon Sets for Quick Interpretation

  • Applying Number Formats for Readability

  • Formatting for Dates, Currency, Percentages, and Decimals

Creating Charts

  • Selecting the Right Chart Type

  • Creating Charts from Data

  • Customising Chart Elements

  • Adding Titles, Labels, and Legends

  • Formatting Axes and Series

  • Creating Professional-Quality Visuals

Creating Tables

  • Understanding Excel Tables

  • Creating a Table from Data

  • Applying Table Styles

  • Sorting and Filtering Table Data

  • Using Table Features for Analysis

  • Working with Table Formulas and Structured References

Creating Pivot Tables

  • Understanding PivotTables

  • Creating a PivotTable from Source Data

  • Arranging Fields (Rows, Columns, Values, Filters)

  • Filtering and Sorting PivotTable Results

  • Formatting PivotTables for Clarity

  • Refreshing and Updating PivotTables

  • Using PivotTables to Identify Trends and Insights

Custom Number Formatting

  • Understanding Custom Number Formats

  • Creating Custom Formats for Numbers

  • Formatting Currency, Percentages, and Large Values

  • Custom Date and Time Formats

  • Displaying Text with Numbers

  • Improving Clarity in Financial and Operational Reporting


Prerequisites

This course assumes the user has completed Microsoft Excel - Beginner or has the equivalent skills and knowledge about the basics of Excel.


Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.


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