Course Overview

The Microsoft Excel Intermediate course is aimed at those who want to improve the efficiency of their workbooks, improve the quality of data and effectively, analyse data using various Excel tools and functions.

Microsoft Excel Intermediate Course Content

Customise Quick Access Toolbar

  • Move the Quick Access Toolbar
  • Add common buttons to QAT
  • Add other buttons to QAT

Customise the Ribbon

  • Create a custom tab
  • Add a custom group
  • Add a command

Custom Lists

  • Create a new custom list
  • Import a new custom list
  • Edit a custom list
  • Use a custom list to fill text

Custom Formatting

  • Create a custom date format
  • Create a custom number format
  • Use Format Painter

Cell Styles

  • Create a new cell style
  • Modify a cell style
  • Apply a cell style

Conditional Formatting

  • Highlight cells based on a rule
  • Apply graphical conditional format
  • Create a custom rule

Themes

  • Change workbook theme
  • Change colour palette
  • Create custom colour palette

Data Validation

  • Types of Data Validation
  • Create Drop Down Lists
  • Number Validation
  • Text Validation
  • Date Validation
  • Input Messages and Error Alerts

Use Functions

  • Statistical: AVERAGE, MAX, MIN, COUNT, COUNTA
  • Math: SUM, ROUND, ROUNDUP, ROUNDDOWN, RAND, RANDBETWEEN
  • Date: TODAY, NOW
  • Text: LOWER, UPPER, TRIM

Absolute Referencing

  • Reference vs absolute cell referencing
  • Set absolute cell reference
  • Set absolute row reference
  • Set absolute column reference

Names

  • Naming conventions
  • Name a cell or range
  • Create multiple names from labels

Linking

  • Link data within a worksheet
  • Link data within a workbook
  • Link data between workbooks

Populate Data using IF

  • Use an IF function to populate data
  • Use a nested IF function to populate data

Populate Data using VLOOKUP

  • Set up a lookup table
  • Use a VLOOKUP function to populate data

Tables

  • Convert a range to a table
  • Name a table
  • Reference a table

Protect your Data

  • Protect a worksheet
  • Protect a workbook
  • Allow editing in specific cells only

Sorting

  • Sort by single column
  • Sort multiple columns
  • Sort by colour
  • Sort by custom list

Subtotals

  • Subtotal a single column
  • Create a nested subtotal
  • Remove subtotals

Group Data

  • Manually group rows and columns
  • Automatically group data
  • Clear grouping

Filtering

  • Filter items
  • Use the filter search tool
  • Text filters
  • Number filters
  • Date filters
  • Custom filters

Create a Pivot Table

  • Insert a pivot table
  • Select data to add to pivot table
  • Change pivot table layout

Analyse data in Pivot Tables

  • Filter data
  • Subtotal data

Protect your Data

  • Protect a worksheet
  • Protect a workbook
  • Allow editing in specific cells only

Templates

  • Save a workbook as a template
  • Create a new workbook from a template

Printable Course Information

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Pre-requisites for the Microsoft Excel Intermediate Course

  • Basic experience in using Microsoft Excel
  • Knowledge of simple formulas and functions
  • Alternatively, completion of Excel Essentials training course