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Testimonials

FMG Consulting

"Very engaging & helpful, Simon my course teacher was great!"

Bedfordshire OPCC

"Simon was a fantastic training facilitator and made the session fun and easy to engage with. When one of my colleagues was concerned about how the skills learnt would transfer to her role, Simon took the time to design an activity (on the spot) that would apply to her and her role. Thank you for the brilliant session Simon - we can't wait to put our new skills to the test!"

BUUK Infrastructure

" I found the training excellent, I thought Simon's knowledge was great and he helped with some slightly off topic excel queries - I learnt so much from this workshop! I have undertaken this course before and the learning did not stick, but Simon's story telling and contextulisation has made it much more memorable."

GKN Aerospace

"Great, Gary was amazing and taught me loads "

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Microsoft Excel 365 Training Course Intermediate

Intermediate Microsoft Excel 365 Course Overview

By using Microsoft Excel 365 and its more advanced features, delegates attending this course will build greater confidence working with tools and techniques that go beyond everyday spreadsheet tasks.

This Excel 365 Intermediate training course covers a range of practical functions including VLOOKUP, XLOOKUP, text functions, date and time calculations, and logical functions commonly used in business reporting and analysis. Delegates will learn how to search for information more efficiently, combine and extract text, and create formulas that improve accuracy and reduce manual work.

The course also introduces PivotTables and PivotCharts, helping delegates summarise, analyse, and present larger sets of information more clearly. These tools make it easier to identify trends, compare results, and create flexible reports for business use.

What You'll Learn in this Excel 365 Intermediate Training Course

  • Using Lookup and Advanced Functions - work with functions including VLOOKUP, XLOOKUP, text functions, date functions, and newer dynamic array features.
  • Creating PivotTables and PivotCharts - summarise and analyse information more effectively using interactive reporting tools.
  • Applying Data Validation - improve accuracy and consistency by controlling how information is entered into worksheets.
  • Using Conditional Formatting - highlight trends, important values, and patterns automatically using visual formatting tools.

See how we roll with a free Leap Year in Excel online lesson.

Course Duration: 1 Days

Course Prerequisites

This course is ideal for delegates who already have a basic understanding of Microsoft Excel and are ready to build on their existing skills with more advanced tools and techniques. To help you get the most from the training, we recommend the following:

  • Confidence Using the Excel Interface - familiarity with basic Excel navigation, entering information, and working with worksheets and workbooks.
  • Basic Formula Skills - experience using simple formulas and functions such as SUM and AVERAGE.
  • Working with Data - confidence formatting cells, sorting information, and applying basic filtering tools.
  • General Excel Experience - regular use of Excel for everyday workplace tasks will help delegates progress more comfortably through the course.

Not sure if you're ready for the intermediate course? Take a look at our Excel Beginners Course to make sure you have the recommended foundation skills.

Complete Course Outline

Formulas and Functions within Excel 365

  • Using Lookup Functions - search for and retrieve information more efficiently using functions such as VLOOKUP and XLOOKUP.
  • Working with Text Functions - combine, extract, and clean text using functions including CONCATENATE, LEFT, MID, and RIGHT.
  • Using Date and Time Functions - perform calculations and automate date-based tasks using functions such as TODAY, NOW, and NETWORKDAYS.
  • Applying Logical Functions - create smarter formulas using IF, AND, OR, and NOT functions to control calculations and outputs.

Array Functions

  • Filtering Dynamic Results - use the FILTER function to display information based on selected criteria.
  • Sorting Information Automatically - apply the SORT function to organise information dynamically within worksheets.
  • Removing Duplicate Entries - use the UNIQUE function to quickly identify and return distinct values from a list.

Pivot Tables and Pivot Charts

  • Creating PivotTables and PivotCharts - build interactive summaries and visual reports from larger sets of information.
  • Modifying PivotTable Layouts - add, remove, and rearrange fields to change how information is grouped and analysed.
  • Formatting Pivot Reports - improve readability and presentation using PivotTable and PivotChart formatting tools.
  • Analysing Business Information - use PivotTables to identify trends, totals, comparisons, and patterns more effectively.

Creating Charts

  • Building Column Charts - create clear visual comparisons using column-based charts.
  • Adjusting Chart Elements - customise titles, labels, legends, and layout options to improve readability.
  • Changing Chart Styles and Colours - apply formatting changes to improve the appearance and impact of charts.
  • Creating Combination Charts - combine multiple chart types to compare different sets of information more clearly.

Working with Data

  • Cleaning and Consolidating Information - remove duplicates and combine information from multiple sources more efficiently.
  • Splitting and Combining Text - use Text to Columns and Flash Fill to reorganise and tidy imported information.
  • Finding and Replacing Information - quickly locate and update values using Find and Replace tools.
  • Importing Information from Websites - bring online information into Excel for further analysis and reporting.

Conditional Formatting

  • Applying Visual Formatting Rules - highlight important values and trends automatically using conditional formatting.
  • Using Formula-Based Formatting - apply formatting dynamically using custom formulas and conditions.
  • Exploring Practical Formatting Techniques - discover useful conditional formatting tips and time-saving tricks for everyday reporting.

Other Related Courses

Browse all of our Excel Training Courses.

Post-Course Resources

  • Training Notes and Exercise Files - continue practising using guided examples and course materials.
  • Online Learning Materials - access video tutorials, tips, and useful Excel shortcuts after the course.
  • Post-Training Support - receive up to 3 months of follow-up support after your training session.

Microsoft Excel training is available face-to-face at your premises or as live online instructor-led training.

All you need to know about our Live Online Training.

Training Locations and Delivery Options

This course is available online instructor-led, at client premises, and at selected training venues across the UK.

View training centres and venue information