Excel for Intermediate Users

Tired of asking for help with Excel formulas, or feeling like there’s a faster way to do what you are doing? You’re not alone.

This supportive and practical course is designed for people who know the basics but want to feel more confident and capable using Excel at work. We will help you go from ‘just about managing’ to genuinely understanding what Excel can do for you.

Course overview

Excel for Intermediate Users is designed for those who have already tackled the foundations of Excel and want to develop their skills further. You will explore formulas, functions and shortcuts that make daily tasks quicker and clearer. Whether you are handling budgets, tracking data or cleaning up messy spreadsheets, you will leave with practical tools and the confidence to use them.

Why take this course?

  • Boost your confidence when working with data and formulas
  • Understand what’s possible in Excel, and how to do it faster
  • Learn how to build and manage Pivot Tables to analyse large data sets
  • Tidy messy data without starting from scratch
  • Stop relying on Google or colleagues for help
  • Discover tools that save time and reduce frustration

Who is this course for?

  • You can use Excel but often feel unsure or stuck
  • You have picked things up as you go but want proper training
  • You want to save time and avoid repetitive, manual tasks
  • You are looking for a positive, no-judgement learning space
  • You want to feel more capable and independent at work

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, call our friendly team on 020 7375 7300 and we’ll help you work out what you need.

Take Our Excel Survey

Duration

1 day

Classroom size

8 approx.

Location

Online | Classroom

Certificate

CPD Certified

Experience

Intermediate

What you will learn

  • Recap on formulas and functions such as AVERAGE, MIN (minimum) and MAX (maximum) to create statistical information
  • Create a calculation based on a condition. e.g., add a £10 bonus to all staff who have achieved results above target and keep the target value fixed (absolute) when copied in order to save time
  • Manually create a Range Name to refer to a cell, for example ‘VAT’ rather than using a Cell address e.g., B2 to make them easier to read and work with
  • Setup a Data Validation Dropdown list where you can pick from a list of values which limits the type of data that can be entered into a cell
  • Count entries if they meet a condition. e.g., count the number of customers who live in specific city
  • Create and work on more than one worksheet and group them to make changes simultaneously
  • Link formulas across Worksheets to create a Summary sheet
  • Use Conditional Formatting to automatically change the look of cells depending on their value e.g., Above Average and Below Average
  • Create an Excel Table and use it to analyse data
  • Create a basic Pivot Table and Pivot Chart to summarise large sets of data easily

How much does it cost?

Option 1

Standard

Standard course rate

£315

per person (+VAT)

Option 2

Public Sector

Discounted rate for public sector organisations, eg. councils

£265

per person (+VAT)

Option 3

Charity

Charities with 31+ staff

£210

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 - Formulas and Absolutes

  • Brief Recap on Formulas and Functions
  • Absolute Cell References
  • Basic Range Names
  • Data Validation Drop-Down Lists

Session 2 - Multiple Sheets, IF and Count Functions

  • Using multiple sheets (duplicating sheets, moving, renaming, linking across sheets)
  • The IF Function
  • The COUNT, COUNTA, COUNTIF Functions
  • The SUMIFS and COUNTIFS Functions
  • Conditional Formatting (Above Average, Below Average)
  • Copying and Pasting to different applications, e.g. Word

Session 3 - Introduction to Pivot Tables and Pivot Charts

  • Creating an Excel Table (Table Tools)
  • How to create a Pivot Table
  • Pivot Table Slicers
  • Editing the Calculation Type
  • Rearranging your Pivot Table
  • Creating Pivot Charts

Book now

Date Availability Number of places
11 Sep 2025Fully Booked
09 Oct 2025 9:30 AM - 3:30 PM 8 spaces left
12 Nov 2025 9:30 AM - 3:30 PM 8 spaces left
Date Availability Number of places
04 Sep 2025 10:00 AM - 4:45 PM 6 spaces left
22 Oct 2025 10:00 AM - 4:45 PM 7 spaces left
02 Dec 2025 10:00 AM - 4:45 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.