Microsoft Excel Intermediate Training Course

Microsoft Excel Intermediate Training Course Outline

This course is deleivered for Excel 365, Excel 2019 and others.

This one-day Microsoft Excel Intermediate Training Course builds on the skills and concepts taught in Excel Basic. Students will learn how to use multiple worksheets and workbooks efficiently, and they will start working with more advanced formatting options including styles, themes, backgrounds, and watermarks. They will also learn how to create outlines and subtotals, how to create and apply cell names, and how to work with lists and tables. Students will save workbooks as Web pages, insert and edit hyperlinks, and save a workbook as a PDF file. This course also covers worksheet auditing and protection, file sharing and merging, and workbook templates. Delivered in Dundee,  Aberdeen,  Edinburgh,  Stirling,  Glasgow,  Fife,  London,  Aberdeenshire,  Angus,  Perth and most UK locations.

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Course objectives

After completing this course, students will know how to:

1. Freeze panes and split a worksheet; open and arrange a new window with the current worksheet content; hide and unhide data; set print titles and page breaks to optimise print output; insert different even and odd headers; manage multiple worksheets; link worksheets by using 3-D formulas; add a Watch window; create and manage links between workbooks.
2. Apply special and custom number formats; control the display of zero values; apply and modify themes; merge and split cells; change the orientation of data in cells; transpose data; use Paste Special operations, and add a background color and a watermark.
3. Create an outline and consolidate data; create custom views to save different sets of worksheet display and print settings; create subtotals in a list; use multiple subtotal functions
4. Define and apply cell and range names; use names in formulas; and define and apply 3-D names.
5. Sort and filter data; create, format, and name a table, and add rows and columns; use structured references.
6. Save and publish a worksheet as a Web page; insert and edit hyperlinks; publish a worksheet; and send a worksheet as an e-mail attachment.
7. Use auditing features; add comments to cells and workbooks; protect a worksheet or part of a worksheet; protect the workbook structure; share, merge, and track changes in a workbook; find and remove hidden and personal data in a workbook; and mark a workbook as final.
8. Change Excel’s default application settings and customize the ribbon; create and modify templates.

Course contents

Managing workbooks and worksheets
Viewing large worksheets 
Printing large worksheets 
Working with multiple worksheets 
Linking worksheets with 3-D formulas 
Using multiple workbooks 
Linking workbooks 

Advanced formatting
Using special number formats 
Working with themes 
Other advanced formatting 

Outlining and subtotals
Outlining and consolidating data 
Creating subtotals 

Cell and range names
Creating and using names 
Managing names 

Data structure and tables
Sorting and filtering data 
Working with tables 

Introduction to PivotTables and PivotCharts
Creating a PivotTable 
Creating a PivotChart 

Web and sharing features
Saving workbooks as Web pages 
Using hyperlinks  

Documenting and auditing
Auditing features 
Comments in cells and workbooks 
Protection 
Workgroup collaboration 

Application settings and templates
Application settings 
Working with templates 

Topics covered will vary slightly depending upon the version you are using, e.g. 2010, 2013, 2016, 2019 or 365.

Prerequisites

Before taking this course, you should be familiar with personal computers and the use of a keyboard and a mouse. Furthermore, this course assumes that you've completed the Excel: Foundation course or have equivalent experience.

Target Audience

Beforetaking this course, you should be comfortable using a personal computer and Microsoft Windows. You should have some experience using Microsoft Excel. You will get the most out of this course if your goal is to become proficient in such tasks as consolidating data, sorting and filtering lists, using special formatting options, using templates, using error tracing features, protecting worksheets, and linking worksheets and workbooks.

Courseware

Courseware with supporting exercise files will be provided and delegates will find this valuable for further study, revision and reference.

Certification Track

For comprehensive training, you should complete all of the following courses: Excel Foundation, Excel Intermediate, Excel Advanced and Excel Power User.

Topics covered will vary slightly depending upon the version of Excel you are using, e.g 2007, 2010, 2013, 2016, 2019 or 365.

New Functions for Excel 365:

FILTER function
RANDARRAY function
SEQUENCE function
SINGLE function
SORT function
SORTBY function
UNIQUE function  

Also new in Excel 365: Create a diagram in Excel 365 with the Visio Data Visualizer add-in

Contact us for further information, to check available dates or to book a course.