Microsoft Private Public On-Demand

Intermediate Microsoft Excel Training (EXC365.2)

Build intermediate Excel skills with formulas, functions, lists, charts, tables, conditional formatting, and data visualization in Excel 365 and Excel 2021.

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Price per student
$245.00
Guaranteed to run
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  • Private class for your team
  • Live expert instructor
  • Online or on‑location
  • Customizable agenda
  • Proposal responses same day as request
Price per student
$49.95 or 1 voucher
  • On-Demand 24/7
  • Readings, Video Presentations, Exercises
  • Quizzes to knowledge check
  • Life-Time Access

Course Overview

Develop the intermediate Microsoft Excel skills needed to organize, analyze, format, and present data more effectively. Designed for professionals with basic Excel experience, this course covers logical, statistical, financial, text, and date functions along with named ranges and formulas that reference multiple worksheets.

You will also learn to manage lists, create charts and sparklines, work with tables and structured references, add visual elements, and apply cell styles and conditional formatting. Exercises throughout the course provide opportunities to practice key techniques.

Excel versions: The course primarily covers Excel 365 and Excel 2021. Features unavailable in earlier versions are identified, with alternatives noted when available.

Course Benefits

  • Use Excel database functions and logic functions to work with information in large datasets.
  • Leverage Excel's statistical functions to analyze data.
  • Visualize your data using charts to show trends, create comparisons, and demonstrate other meaningful insights.
  • Convert, sort, filter, and manage lists to keep your data organized.
  • Insert and modify illustrations, logos, or shapes to create professional reports.
  • Manage and analyze data using tables.
  • Emphasize interesting and unusual data with conditional formatting
  • Save time by using styles to apply formatting instantly.

Delivery Methods

Public Class
Live expert-led online training from anywhere. Guaranteed to run .
Private Class
Delivered for your team at your site or online.
On-Demand
Learn at your own pace with 24/7 access.

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Course Outline

  1. Common Functions
    1. Using Named Ranges in Formulas
    2. Using Named Ranges in Formulas (exercise)
    3. Using Formulas That Span Multiple Worksheets
    4. Entering a Formula Using Data in Multiple Worksheets (exercise)
    5. Functions: IF and IFS
    6. Using the IF Function (exercise)
    7. Functions: AND and OR
    8. Functions: NOT
    9. Functions: SWITCH
    10. Functions: COUNTIF, AVERAGEIF, and SUMIF
    11. Functions: PMT and NPER
    12. Using the PMT Function (exercise)
    13. Functions: TEXTJOIN and CONCAT
    14. Using the TEXTJOIN Function (exercise)
    15. Text Functions
    16. Creating Ordinal Numbers (exercise)
    17. Date and Time Functions
    18. Using Date Functions (exercise)
  2. Working with Lists
    1. What is a List of Data?
    2. Removing Duplicates from a List
    3. Removing Duplicates from a List (exercise)
    4. Sorting Data in a List
    5. Sorting Data in a List (exercise)
    6. Filtering Data in a List
    7. Filtering Data in a List (exercise)
    8. Adding Subtotals to a List
    9. Adding Subtotals to a List (exercise)
  3. Visualizing Your Data
    1. Chart Basics
    2. Tools for Editing Charts
    3. Using the Chart Design Tool Tab (exercise)
    4. The Format Tool Tab
    5. Using the Three Chart Buttons
    6. The Format Task Pane
    7. Useful Charts
    8. Line and Area Charts
    9. Hierarchy Charts
    10. Statistic Charts
    11. Other Charts
    12. Combo Charts
    13. Using Recommended Charts
    14. Sparklines
    15. Inserting and Customizing Sparklines (exercise)
    16. Add and Format Objects
    17. Working with Shapes
    18. Working with Icons
    19. Working with SmartArt
    20. Using the Quick Analysis Tool
  4. Working with Tables
    1. Format Data as a Table
    2. Table Design Tool Tab
    3. Formatting Individual Cells
    4. Selecting Table Rows and Columns
    5. Creating and Modifying a Table in Excel (exercise)
    6. Structured References
    7. Convert a Table to a Range
  5. Advanced Formatting
    1. Cell Styles
    2. Working with Cell Styles (exercise)
    3. Conditional Formatting
    4. Conditional Formatting: Highlight Cells Rules
    5. Conditional Formatting: Top/Bottom Rules
    6. Conditional Formatting: Data Bars, Color Scales, and Icon Sets
    7. Conditional Formatting: Create a New Rule
    8. Removing Conditional Formatting
    9. Using Conditional Formatting (exercise)

Class Materials

Each student receives a comprehensive set of materials, including course notes and all class examples.

Class Prerequisites

Experience in the following is required for this Microsoft Excel class:

  • Basic Microsoft Excel skills.

Prerequisite Courses

Courses that can help you meet these prerequisites:

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