Excel for Intermediate Users

Building on your basic Excel skills, Excel for Intermediate Users will transform how you work with spreadsheets. Designed for those confident with simple formulas, it introduces you to techniques to save you time, improve accuracy, and help you get the most out of your data.

Learn how to create conditional formulas, set up dynamic dropdown lists, use multiple worksheets seamlessly, and master the basics of Pivot Tables and Charts. Whether you deal with budgets, reports, or analysis, these powerful tools will help you work more effectively.

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. This one-day, CPD-certified course focuses on formulas, data analysis and dynamic formatting to make your data work harder for you.

Why take this course?

  • Learn essential techniques and tools that will save you time and streamline your work in Excel;
  • Strengthen your skills and boost your confidence when working with data and formulas;
  • Gain hands-on experience by working on real-world examples straight away;
  • Learn from experienced trainers who ensure you get the most from the course and your goals are met;
  • Access up to two years of free IT Helpline assistance for any course-related questions.

Who is this course for?

This course is perfect if you:

  • Have experience with basic Excel functions (e.g. SUM, AVERAGE) and want to develop your skills further;
  • Regularly analyse data for reports, budgets or performance tracking;
  • Want to save hours on repetitive tasks by learning advanced Excel formulas;
  • Are looking for a CPD-certified course to enhance your professional development.

Whether you’re an administrator, analyst, or small business owner, this course is tailored to give you practical skills you will use every day.

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
29 Jul 2025 9:30 AM - 3:30 PM 5 spaces left
11 Sep 2025 9:30 AM - 3:30 PM 6 spaces left
Date Availability Number of places
01 Jul 2025 10:00 AM - 4:45 PM 7 spaces left
31 Jul 2025 10:00 AM - 4:45 PM 4 spaces left
04 Sep 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 & Hands-On

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

B Corp Certified & 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)

The course will run remotely for a full day consisting of three 90-minute live online sessions with independent work in between. 

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

What if I have a Mac?

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.

I work in the public sector or for a charity. How do I claim my discounted rate?

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.

I can’t attend my course. Can I rebook or cancel my place?

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.

What qualification do I receive after my course?

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.

Where are your classroom courses held?

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.


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

What qualification do I receive after my course?

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.