Excel Intermediate

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About Course

This course builds on basic Excel literacy to develop the intermediate skills most used in day-to-day office and reporting work. Learners will move beyond simple sums and averages into logical formulas, lookup functions, PivotTables, data cleaning, conditional formatting, and chart-building — the core toolkit for analysing and presenting workplace data.

Each topic combines a short explanation with a realistic business example (budgets, staff records, sales figures) and a hands-on task you complete in your own workbook. By the end of the course you will be able to build formulas that make decisions (IF, nested IF, AND/OR), pull information from other tables (VLOOKUP, INDEX/MATCH), clean and organise messy data, summarise large datasets in a PivotTable, and present findings clearly with conditional formatting and charts.

No prior PivotTable or lookup-function experience is assumed, but you should already be comfortable opening Excel, entering data, and using basic formulas such as SUM and AVERAGE.

Recommended resources:

  • Microsoft’s official Excel function reference (support.microsoft.com) for quick syntax lookups while you practise
  • A blank practice workbook of your own — every lesson task is designed to be redone on your own data
  • Excel keyboard shortcuts cheat sheet (Ctrl+; for today’s date, Ctrl+Shift+L for filters, F4 to repeat your last action)
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What Will You Learn?

  • Learn core Excel skills: data entry, simple formulas, formatting, basic charts

Course Content

Topic 1: Formulas & Logical Functions
Build formulas that make decisions instead of just calculating totals โ€” the foundation for every other intermediate skill in this course.

  • Lesson 1.1: IF Statements โ€” Making Excel Decide
  • Lesson 1.2: Nested IF, AND & OR
  • Lesson 1.3: Error-Proofing Formulas with IFERROR
  • Assignment: Departmental Budget Flagging Sheet
  • Quiz: Formulas & Logical Functions

Topic 2: Lookup Functions for Real Work
Pull information from other tables and worksheets automatically instead of copying and pasting โ€” the single most time-saving intermediate Excel skill.

Topic 3: Managing & Cleaning Data
Turn messy, inconsistent spreadsheets into reliable data you can trust and report on.

Topic 4: PivotTables & PivotCharts
Summarise thousands of rows of raw data into a clear, interactive table in a few clicks โ€” no formulas required.

Topic 5: Conditional Formatting & Presenting Data
Make the numbers speak for themselves โ€” highlight what matters and present findings with simple, effective charts.

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