Excel for Expert Users

Do you often find yourself struggling with complex calculations in Excel?

Designed for those who regularly use formulas and functions, this course will deepen your skills in powerful tools like Pivot Tables, nested formulas, and advanced data analysis. You will learn with techniques that save time, simplify complexity, and boost your impact at work.

Course overview

This one-day expert Excel course focuses on improving your efficiency and unlocking Excel’s more powerful features. You will learn to manipulate and analyse complex data sets, automate calculations, and build tools that help others user data more easily. It is ideal if you have taken our Advanced course or are self-taught to a high-level.

Why take this course?

  • Spot patterns, similarities, and differences in moments
  • Work smarter with VLOOKUP, HLOOKUP, XLOOKUP, and INDEX-MATCH for robust data analysis
  • Simplify your Excel formula and reduce repetitive tasks
  • Create dynamic spreadsheets others can use with ease
  • Take your Excel skills to the next level and feel truly in control

Who is this course for?

  • You regularly use Excel and feel confident with formulas
  • You have completed our Advanced Excel course or equivalent
  • You want to increase efficiency when working with advanced formulas and datasets
  • You would like to simplify process and reduce errors when using dynamic array functions
  • Regularly compare, cross-reference or validate information across spreadsheets

How is the course delivered?

The course is delivered as 2 consecutive half-day interactive online sessions, allowing ample time to absorb and practice the concepts. Your trainer will guide you every step of the way, ensuring you can confidently apply your new skills to real-world tasks.

Which Excel course is right for you?

Making sure you’ve booked the right course isn’t always easy. Luckily we have a handy survey to help you decide. And if you’re still unsure, please call our friendly team on 020 7375 7300 and we’ll help you work out what you need.

Take Our Excel Survey

Duration

2 half-day sessions

Classroom size

8 approx.

Location

Online | Classroom

Certificate

CPD Certified

Experience

Expert

What you will learn

  • Combine formulas using nested IF statements and logical functions
  • Master VLOOKUP, HLOOKUP, XLOOKUP and INDEX/MATCH for quicker, more accurate data analysis
  • Streamline repetitive tasks and minimise errors with dynamic array functions
  • Save time by discovering efficient ways to manage your workflows
  • Unlock new skills to compare and analyse datasets for well-informed decisions
  • Build robust, user-friendly spreadsheets for others to use
  • Link data across sheets and workbooks securely

How much does it cost?

Option 1

Standard

Standard course rate

£365

per person (+VAT)

Option 2

Public Sector

Discounted rate for public sector organisations, eg. councils

£305

per person (+VAT)

Option 3

Charity

Charities with 31+ staff

£245

per person (+VAT)

Group Training

If you have three or more learners, We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy’s HQ in Aldgate, Central London.

Course timetable

This course will be taught in the latest version of the software. We can train this in older versions if needed – please get in touch for more information and availability.

Session 1: Comparing lists of data

  • Using =
  • Using the Exact Function
  • Using IF
  • Using a Lookup Function
  • Using Conditional Formatting
  • How to use the Today() function

Session 2: Looking up data

  • VLOOKUPs
    • VLOOKUP (wildcards and the Column Function)
    • VLOOKUP and IFERORR
    • VLOOKUP using two criteria
    • VLOOKUP, Range Names and Match
    • VLOOKUP and Indirect
  • HLOOKUP, Range Names and Match
  • Index
    • Index (one way lookup)
    • Index (two way lookup)
  • Index and Match
  • Data validation using Index and Match

Session 3: XLOOKUP

  • The Benefits of XLOOKUP vs VLOOKUP and HLOOKUP
  • Using XLOOKUP instead of VLOOKUP/HLOOKUP with IFERROR
  • Using XLOOKUP instead of INDEX and MATCH
  • Why using a Nested XLOOKUP can be useful

Session 4: Dynamic Arrays (saying goodbye to Ctrl+Shift+Enter)

  • Unique
  • The Spill Error
  • Sort
  • SortBy
  • Filter
  • Extracting records between 2 dates (using Filter)
  • Sequence

Book now

Date Availability Number of places
14 Oct 2025 9:30 AM - 1:00 PM 6 spaces left
Date Availability Number of places
26 Nov 2025 9:30 AM - 5:15 PM 8 spaces left

Please note that your booking is not secured until you checkout. All prices listed in the shopping cart are excluding VAT.

If you are booking at a discounted rate (for example, if you are from a charity), you will see this on the final stage of the shopping cart after you have set up your account or logged in. Discount codes can also be added on this final page.

Testimonials from Happy learners

Looking for private group training

If you have three or more learners, a private group training could be cheaper.

We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy’s HQ in Aldgate, Central London.

The Happy guarantee

We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please get in touch with our Customer Services team within 30 days of the course.

We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

Why choose Happy?

Because happiness works

Joy leads to success, every time,

Expert-led and hands-on

Our award-winning training isn’t just theoretical. It’s packed with practical tools you can use straight away.

B Corp certified and proud

We don’t just talk about impact — we live it. As a B Corp, we’re committed to making workplaces better for everyone.

Classroom or live online learning available

Both available for public and private dates.

The small print

For Live Online Interactive Learning sessions (webinars)

All learners will need to install Zoom on their machines. Full technical requirements are on the Zoom website. Your link will be included in your joining instructions once you have booked your place — if you haven’t received this email then please contact our team.

Learners should log into the session 10 minutes before the start time to ensure that they have downloaded and set up Zoom correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. Unfortunately you will be asked to leave and attend a different day if you arrive more than 15 minutes late for online sessions, and more than 30 minutes late for classroom sessions.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

For classroom sessions

All public classroom sessions take place at Happy’s HQ in London at Robert Dolan House, 9 Alie Street, London E1 8DE. Please see our Contact Us page for full directions and a PDF map.

The course will run from 10am to 4:45pm (lunch is served 1pm to 1:45pm — we offer a choice of 3 cold bowl dishes). Please be careful to arrive by 9:45am for registration and refreshments. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 30 minutes late you may be asked to leave and attend another day.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

FAQs

If you are a Mac user, please let us know when booking. If the course is held in the classroom at Happy, the training is held on PCs so we recommend that you bring your Macbook with you (we are not able to provide an additional monitor).

For online training, please let us know when booking and you can use your Mac as normal. 

We provide a PDF with shortcuts for Mac users and your trainer will refer to this throughout the training.

Our public course is designed for Windows users only due to the large differences between the Apple and Microsoft versions of Outlook. We can hold this as a private group session for Mac users — please get in touch for pricing and availability.

Our learning sessions are thoughtfully designed to be inclusive of all learners by accommodating a variety of learning styles and preferences. We recognise that individuals process and engage with information differently, so each session includes a range of practical exercises that allow participants to interact with the material in ways that best suit them. Whether through hands-on activities, visual aids, group discussions, or individual reflection, we strive to create a supportive and flexible learning environment where everyone can thrive. Learn more about ways that we can support your learning here.

If you are eligible for a discounted rate you will see this on the final stage of the shopping cart after you have either logged in or set up your account (if you are a new user). Discount codes can also be added on this final page. 

 

If you have any issues, get in touch with our friendly team for help.

For our public dates, if you give us at least 14 days’ notice, you can rebook on another date or cancel your place at no extra cost. For less than 14 days, there is a charge – please see our Terms and Conditions for full details. If a colleague can take your place, no extra fee applies (even if it’s at the last minute).

 

For private group bookings, there is no charge if you give us at least 28 days’ notice. Cancellations after this time will incur 100% of the cost of the course. Please speak to your Account Manager or email speak to our friendly team.

For our digital skills courses, we provide one PC per learner, so you do not need your laptop.

 

For all courses, we provide all supporting materials, such as manuals, pens, sticky notes and refreshments, so you don’t need to bring anything with you. 

 

Lunch is provided on full-day courses, but not on half-day courses.

We are based at Robert Dolan House, 9 Alie Street, London E1 8DE. We are just 5 minutes’ walk from Aldgate and Aldgate East.

 

Please see our Contact Us page for a map and directions, or search on Google Maps for Happy Ltd. [can this link jump down to the map/directions section under the form?]

 

For private group bookings, we can hold this course at Happy, inhouse at your workplace, or at a location of your choice, as long as you have a suitable space.



We accept all credit and debit cards through Stripe (including American Express). You can also pay by invoice, both for our public dates and private group bookings. Your invoice should be emailed to you at the time of booking. If you haven’t receive this please contact our team.

After attending your course, you will receive a certificate of attendance.

 

If your chosen course is certified by the CPD Certification Service, you can track and log your hours of learning using the myCPD Portal.



Want more ideas for creating happy, productive workplaces?

Sign up for our Happy Manifesto newsletter and discover fresh ways to ignite joy and productivity at work. Get expert tips, insights, and ideas that challenge the norm—straight to your inbox. Join our movement and start your journey for a trust-based, values-led organisation.

Want more ideas for creating happy, productive workplaces?

Sign up for our Happy Manifesto newsletter and discover fresh ways to ignite joy and productivity at work. Get expert tips, insights, and ideas that challenge the norm—straight to your inbox. Join our movement and start your journey for a trust-based, values-led organisation.