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Microsoft Excel - Intermediate

  • Length 1 day
  • Price  NZD 435 exc GST
Course overview
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Why study this course

Gain valuable skills in Excel, Microsoft’s powerful and easy-to-use spreadsheet program, that will enable you to work more efficiently, effectively, and impressively with your data.

We'll teach you 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 elevate your skills to the next level, enhance your workbooks, and 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

  • Understand and use formula cell referencing

  • Use the fill operations available to fill a data series

  • Create and use defined names in a workbook

  • Use common worksheet functions

  • Create more complex formulas and functions

  • Apply a range of number formatting techniques to worksheet cells

  • Apply conditional formatting to ranges in a worksheet

  • Use a variety of data validation techniques

  • Use data linking to create more efficient workbooks

  • Use goal seeking to determine the values required to reach a desired result

  • Work with tables in Microsoft Excel

  • Understand and create simple PivotTables

  • Use a range of elements and features to enhance charts

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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

Setting Excel Options

  • Understanding Excel Options

  • Personalising Excel

  • Setting the Default Font

  • Setting Formula Options

  • Understanding Save Options

  • Setting Save Options

  • Setting the Default File Location

  • Setting Advanced Options

Formula Referencing

  • Absolute Versus Relative

  • Referencing Relative Formulas

  • Problems With Relative Formulas

  • Creating Absolute References

  • Creating Mixed References

Filling Data

  • Understanding Filling

  • Extracting With Flash Fill

  • More Complex Flash Fill Extractions

  • Extracting Dates and Numbers

Defined Names

  • Understanding Defined Names

  • Defining Names From Worksheet Labels

  • Using Names in Typed Formulas

  • Applying Names to Existing Formulas

  • Creating Names Using the Name Box

  • Using Names to Select Ranges

  • Pasting Defined Names Into Formulas

  • Defining Names for Constant Values

  • Creating Names From a Selection

  • Scoping Names to a Worksheet

  • Using the Name Manager

  • Documenting Defined Names

Essential Functions

  • Worksheet Functions

  • Using IF With Text

  • Using IF With Numbers

  • Nesting IF Functions

  • The VLOOKUP Function

  • Using Counting Functions

  • The ROUND Function

  • Rounding Up and Rounding Down

  • Manipulative Functions

  • The MOD Function

  • The TODAY Function

  • The NOW Function

  • The DATE Function

  • The PMT Function

Complex Formulas

  • Scoping a Formula

  • Long-Hand Formulas

  • Preparing for Complex Formulas

  • Creating the Base Formula

  • Adding More Operations

  • Editing a Complex Formula

  • Adding More Complexity

  • Copying Nested Functions

  • Switching to Manual Recalculation

  • Pasting Values From Formulas

  • Documenting Formulas

Number Formatting Techniques

  • Applying Alternate Currencies

  • Applying Alternate Date Formats

  • Formatting Clock Time

  • Formatting Calculated Time

  • Understanding Number Formatting

  • Understanding Format Codes

  • Creating Descriptive Custom Formats

  • Custom Formatting Large Numbers

  • Custom Formatting for Fractions

  • Padding Numbers Using Custom Formatting

  • Aligning Numbers Using Custom Formats

  • Customising the Display of Negative Values

Conditional Formatting

  • Understanding Conditional Formatting

  • Formatting Cells Containing Values

  • Clearing Conditional Formatting

  • More Cell Formatting Options

  • Top Ten Items

  • More Top and Bottom Formatting Options

  • Working With Data Bars

  • Working With Colour Scales

  • Working With Icon Sets

  • Understanding Sparklines

  • Creating Sparklines

  • Editing Sparklines

  • Creating Custom Rules

  • The Conditional Formatting Rules Manager

  • Managing Rules

  • Clearing Rules

Validating Data

  • Understanding Data Validation

  • Creating a Number Range Validation

  • Testing a Validation

  • Creating an Input Message

  • Creating an Error Message

  • Creating a Drop Down List

  • Using Formulas as Validation Criteria

  • Circling Invalid Data

  • Removing Invalid Circles

  • Copying Validation Settings

Data Linking

  • Understanding Data Linking

  • Linking Between Worksheets

  • Linking Between Workbooks

  • Updating Links Between Workbooks

  • Using Names to Link Between Workbooks

Goal Seeking

  • Understanding Goal Seeking

  • Using Goal Seek

Worksheet Tables

  • Understanding Tables

  • Creating a Table From Scratch

  • Working With Table Styles

  • Inserting Table Columns

  • Removing Table Columns

  • Converting a Table to a Range

  • Creating a Table From Data

  • Inserting or Deleting Table Records

  • Removing Duplicates

  • Sorting Tables

  • Filtering Tables

  • Renaming a Table

  • Splitting a Table

  • Deleting a Table


  • Understanding Pivot Tables

  • Recommended Pivot Tables

  • Creating Your Own PivotTable

  • Defining the PivotTable Structure

  • Filtering a PivotTable

  • Clearing a Report Filter

  • Switching PivotTable Fields

  • Formatting a PivotTable

  • Understanding Slicers

  • Creating Slicers

  • Inserting a Timeline Filter

Chart Elements

  • Understanding Chart Elements

  • Adding a Chart Title

  • Adding Axis Titles

  • Repositioning the Legend

  • Showing Data Labels

  • Showing Gridlines

  • Formatting the Chart Area

  • Adding a Trendline

  • Adding Error Bars

  • Adding a Data Table

GoTo Special

  • Finding Constants

  • Finding Formulas

  • Finding Blanks

Supplementary Content

  • SUMIF Functions

  • Special Pasting

  • Finding and Replacing

  • Text Functions

  • Financial Functions

  • Grouping and Outlining

  • Summarising and Subtotalling

  • Chart Object Formatting


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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