Intermediate Microsoft Excel Training | Intermediate Excel Training
for Business Professionals

Intermediate Microsoft Excel Training for Business Professionals
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Our Intermediate Excel training shows you the basics of analyzing business information using formulas, worksheet functions and Excel's data processing tools.

Our 1-day "hands-on" intermediate Excel training shows you Excel skills that apply to analyzing business information. Topics include cell and range naming, building formulas using functions like VLOOKUP, SUMIF and IF; linking and managing worksheet information; organizing and analyzing worksheet data with Excel's data tools and functions; building professional charts; building pivot tables and pivot charts; cleaning worksheet text and working with text files; and linking Excel to other programs like Word and PowerPoint. Excel for Mac users welcome.

Key Intermediate Excel Training Skills You'll Learn

Key Intermediate Excel Training Skills You'll Learn
  • A review of how to build basic Microsoft Excel worksheet formulas and correct them
  • How to name worksheet cells and ranges, the key to building advanced, self-adjusting Microsoft Excel formulas
  • How to construct proper worksheet tables, the key to using Microsof Excel's data tools and creating advanced data storage systems
  • How to use the Data Validation and Conditional Formatting features
  • How to use Group, Sort, Advanced Filter and AutoFilter to filter Excel worksheet data
  • How to use the Microsoft Excel worksheet functions like SUM, MIN, MAX, COUNTA, AVERAGE and SUBTOTAL in ways you have not seen before
  • How to lookup and merge Excel worksheet data using key intermediate Excel worksheet functions like VLOOKUP, MATCH, INDEX and INDIRECT
  • How to summarize data using key intermediate Microsoft Excel worksheet functions like SUMIF, SUMIFS, COUNTIF and COUNTIFS
  • How to filter worksheet text using the Text to Columns, Text Wizard and the Remove Duplicates features
  • How to data mine worksheet text using key intermediate Excel worksheet functions like LEFT, RIGHT, MID, SEARCH, SUBSITUTE, LEN, REPLACE, TRIM and CLEAN
  • How to create professional business Microsoft Excel charts including combining different chart types in one chart
  • How to create, control and format pivot tables and pivot charts including slicers and timelines

Who Should Take This Intermediate Excel Training

Who Should Take This Intermediate Excel Training

Select this workshop if you or your group have:

  • Opened and saved a workbook file
  • Learned about worksheets, cells and cell references like A1
  • Copied and pasted worksheet data
  • Performed basic cell formatting tasks like coloring a cell
  • Typed data in worksheet cells and built basic formulas like =A1+A2
  • Used a worksheet function like =Sum(A1:A10) in a formula or have seen it before

Intermediate Microsoft Excel Training Workshop Outline

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

Worksheet Formula, Cell Naming and Sheet Linking Review

Free Repeats Policy
  • 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

How to Use Data Validation to Control Your Worksheet Data Entry

  • The 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

How to Build Tables on the Worksheet

Webinar Details
  • The difference between a report and a table 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

How to Use Key Worksheet Functions to Analyze Your Data

- Function Basics

  • What is a worksheet function, how does it work and what is an argument list
  • How to use basic functions in your formulas like SUM, COUNTA, AVERAGE, MAX, MIN, SUBTOTAL
  • How to use ranges in your worksheet functions including ranges that resize
  • How to nest Microsoft Excel worksheet functions to create powerful formulas

- How to Use Key Worksheet Functions That Lookup and Merge Table Data

  • 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
  • How to nest Microsoft Excel worksheet functions to create powerful formulas

- How to Use Key Worksheet Functions and Operators That Allow Your Formulas to Make Decisions

  • Review of basic logic and the logical operators <, >, <=, >=, <>, =
  • How to use the IF, AND, OR and IS functions to develop formulas that can make decisions like what calculation to use, when to display an answer and when to apply a value in a time line

How to Create Logical Formulas in Excel

  • 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

- How to Use Key Worksheet Functions That Process and Summarize Your Worksheet Data

  • 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

How to Group, Advance Filter and Sort 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

How to Use 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...)

How to Analyze Text on the Worksheet

  • 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

How to Create Professional 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

  • 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

Report Generation - How to Link 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

Additional Intermediate Excel Information and Signup

Additional Intermediate Excel Training Information

  • Duration: 1-day
  • Our workshops cover Excel versions 2007-2013 including Excel for Mac and discuss differences when necessary.

Included in Our Intermediate Excel Training

  • Free Repeats
  • 1800+ page manual filled with key Excel strategies, examples and tips
  • Hands-on training
  • Personal questions answered

Training Formats

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