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Home > Microsoft Excel Workshops > Intermediate Microsoft Excel Training for Business Professionals

Intermediate Microsoft Excel Training

for Business Professionals

Our "data processing and formulas" Microsoft Excel 1-day workshop that shows you how to build powerful formulas using VLOOKUP, IF, SUMIFS..., link and manage sheet information, organize process and analyze worksheet data, build professional charts, build pivot tables, process text, link to Word and PowerPoint and much more. Read below and see how our 15 years of Excel training can help supercharge your Excel skills >>>

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Intermediate Microsoft Excel Training for Business Professionals

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Key Intermediate Excel Skills You'll Learn

  • Key Intermediate Excel Skills You'll LearnA review of how to build basic worksheet formulas and correct them

  • How to name cells and ranges for use in formulas

  • How to construct proper worksheet tables that hold data

  • How to use the Data Validation and Conditional Formatting features

  • How to use Group, Sort, Advanced Filter and AutoFilter to filter worksheet table data

  • How to use basic worksheet functions like SUM, MIN, MAX, COUNTA, AVERAGE and SUBTOTAL

  • How to lookup and merge table data using key worksheet functions like VLOOKUP, MATCH, INDEX and INDIRECT

  • How to summarize data using key worksheet functions like SUMIF, SUMIFS, COUNTIF and COUNTIFS

  • How to filter worksheet text using the Text to Columns and Remove Duplicates features

  • How to data mine worksheet text using key worksheet functions like LEFT, RIGHT, MID, SEARCH, LEN, REPLACE, TRIM and CLEAN

  • How to create professional business charts including combining different chart types in one chart

  • How to create and use Microsoft Excel pivot tables and pivot charts

  • How to link Microsoft Excel to Word and PowerPoint to create powerful report generation tools


Who Should Take This Workshop (Prerequisites)

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 Excel Training Focus

Our 1-day "hands-on" intermediate Microsoft Excel training focuses on useful formula design for data processing and analysis. It discusses how to use Excel's built-in features like data validation and conditional formatting to control data display and user input. Our workshop also discusses how to manage and link your worksheet information in your workbook using references and names. Also discussed is how to use all the important worksheet functions like VLOOKUP and how to use Excel's built-in data processing tools to organize and analyze your worksheet data. Last it covers how to summarize and display your data using pivot tables, charts and how to link Excel with Word and PowerPoint.


Intermediate Excel Workshop Outline - Detailed

Important. We focus our workshops on what our customers need. When class begins, we analyze those needs and shift our workshop training outline appropriately. No two of our classes are ever the same.

1-Day Workshop

Worksheet Formula, Cell Naming and Sheet Linking Review

  • 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

  • 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 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 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, 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 Autofilter feature to hide table rows based on logic

  • How to use the Advanced Filter to build advanced table filters based on calculations

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 models

  • 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 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 Basic Pivot Tables and Pivot Charts

  • How to designate and manage the worksheet table that will be used for a pivot table

  • How to construct and edit a pivot table and pivot chart

  • How to use common pivot table features like filters and the Slicer feature

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


Microsoft Excel Versions Taught in Workshop

  • Our workshops cover Excel versions 2003-2013 including Excel for Mac and discuss differences when necessary.


Included in Our Intermediate Excel Workshop

  • Free Repeats

  • 1800+ page manual filled with key Excel strategies, examples and tips

  • Hands-on training

  • Personal questions answered


Our Intermediate Excel Workshop Training Choices

  • Available as Public Seminar, Live Online Webinar, Company Onsite, Self-Study Manual

  • For company onsite information or if you have any questions, please contact us 1.805.498.7162 or 1.805.558.9277.

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