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Payment Of Invoices

For bookings from established businesses, we do not require payment at the point of booking.

We will send you an invoice which you can submit to your accounts payable system.

Purchase Orders

If your employer uses a purchase order (P.O.) system to manage supplier invoices that is no problem.

  • If you already have a P.O. number when booking add it to the PO number box on the booking form, and we will include it on your invoice.
  • If you need an invoice to generate a P.O. number in your accounts system, please book the course as normal and add a note in the PO number box – to be provided
  • We will send you an invoice (without a P.O.) which you can use to generate a P.O..
  • We will then re-issue your invoice with your P.O. included when you provide us with it

PAYMENT METHODS:

You are not able to pay directly online at the time of booking, we issue an invoice for all bookings.

We accept payment either via direct bank transfer or card

Our invoices contain our bank details if you would like to pay by bank transfer and there is also information on how to pay by card.

Please note, if you are using a business card there is a surcharge of 2% to cover the payment processing charges.

Excel Training: Intermediate Course

Excel Training: Intermediate Course

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Expand your Excel skills on this 1-Day Intermediate Excel training course.

Learn to use some of Excel’s more powerful features like sorting and filtering data and creating charts.

This is a hands-on course and includes plenty of chances to try out what you are being taught and ask questions.

✔ An intermediate Excel course that will build on your existing Excel skills.
✔ Plenty of one to one attention and time to ask questions.
✔ Friendly expert trainers, small groups and a comfortable place to learn.
✔ All the materials and extras that you’ll ever need.
✔ Ongoing support and help with issues you have after the course.

The Trainer

Lucinda is our usual trainer for our intermediate Excel course. She has been training Microsoft Excel for over 20 years.

She is a certified Microsoft Office trainer, a certified life coach and also works as a teaching assistant working at a primary school one day per week.

What Will I Learn?

By the end of this course you’ll be a far faster, more confident Excel user. 

You’ll learn how to:

  • Create and format different types of charts.
  • Work with multiple sheets in Excel workbooks.
  • Copy and paste data in a variety of different data formats.
  • Use quick analysis tools to visualise your data.
  • Work with Excel’s list / database features to quickly sort data tables.

Watch Lucinda give a taster of what you’ll cover:

Course Details

Download full course details Download full course details

 

Click on the sections below to see the full syllabus that this Excel course covers.

Being able to manipulate and control worksheets is a key skill in Excel. This will show you how to make your worksheets do exactly what you want them to, and also how to format them to make working with them clearer. It also covers hiding and unhiding rows and columns within a worksheet.

The key topics covered include:

  • Renaming, Inserting And Deleting Worksheets
  • Copying And Moving Worksheets
  • Hiding And Unhiding A Worksheet
  • Copying and moving a worksheet to new and other workbooks
  • Changing Worksheet Tab Colours
  • Grouping Worksheets
  • Hiding and Unhiding Rows And Columns
  • Freezing Rows And Columns
  • Splitting Windows

As you become a more proficient Excel user it is very likely that your spreadsheets will contain more than one worksheet. This means that you then need to be able to link data from one worksheet to another worksheet, and potentially from one workbook to another workbook. This lesson leads you through how to do that quickly and simply.

The key topics covered include:

  • Understanding Data Linking
  • Linking Between Worksheets
  • Linking Between Workbooks
  • Updating Links Between Workbooks

The most common basic functions and how to use them are covered on our Essentials course. This session takes you a little further into using functions which are not only useful in themselves, but also allows you to see how powerful Excel is and the type of work it is capable of.

  • Using Counting Functions
  • Using COUNT and COUNTA
  • Using COUNTBLANK
  • Using COUNTIF
  • Using SUMIF
  • Using SUMIFS
  • Using the CONCATENATE Function – combine the contents of various cells into one, e.g. First name and surname, or product description and size.

The ability to quickly and simply create a chart or graph to illustrate the data in your spreadsheet is one of the most used parts of Excel. The chart wizard offers a huge number of potential chart types and presentation options. This session shows you how to create a simple chart and the basics of how to work with it.

The key topics covered include:

  • Understanding The Charting Process
  • Choosing The Chart Type
  • Creating A New Chart
  • Working With An Embedded Chart
  • Resizing The Chart
  • Dragging A Chart
  • Printing An Embedded Chart
  • Creating A Chart Sheet
  • Changing The Chart Type
  • Changing the Chart Layout
  • Changing The Chart Style
  • Printing A Chart Sheet
  • Embedding A Chart Into A Worksheet
  • Deleting A Chart
  • Understanding chart layout elements
  • Adding a chart title
  • Adding axes titles
  • Positioning the legend
  • Showing data labels
  • Showing a data table
  • Modifying the axes
  • Showing gridlines
  • Formatting the plot area
  • Showing the plot area
  • Adding a trendline
  • Adding error bars
  • Adding a text box to a chart
  • Drawing shapes in a chart

Cutting and pasting in Excel can be tricky when working with different data types. As ever, Excel offers a number of options to ensure that it all works smoothly. This session will make sure that you get it right first time.

The key topics covered include:

  • Understanding pasting options
  • Pasting formulas
  • Paste values
  • Pasting without borders
  • Paste as a link
  • Paste as a picture
  • Transposing ranges
  • Copying comments
  • Copying validations
  • Copying column widths
  • Performing arithmetic with paste special
  • Copying formats with paste special
  • Add values and multiply values
  • Understanding Custom Views
  • Adding a Custom View
  • Creating a Custom View
  • Working With Custom Views
  • Understanding lists
  • Performing an alphabetical sort
  • Performing a numerical sort
  • Sorting on more than one column
  • Sorting numbered lists
  • Sorting by rows
  • Understanding filtering
  • Applying and using a filter
  • Clearing a filter
  • Creating compound filters
  • Multiple value filters
  • Creating custom filters
  • Using wildcards

Excel offers the ability to only change the formatting of cells meeting certain criteria. This can make finding key data in a large spreadsheet very quick and simple. This session shows you how to set the criteria that you are looking for and also how to format those cells to ensure that you can easily see them.

The key topics covered include:

  • Understanding conditional formatting
  • Highlighting cells containing values
  • Highlighting cells containing text
  • Highlighting duplicate values
  • Using top and bottom rules
  • Using data bars
  • Using colour scales
  • Using icon sets
  • Creating custom rules
  • The conditional formatting rules manager
  • Managing rules
  • Clearing rules
  • Using Sparklines
  • Creating a table
  • Inserting or deleting table records
  • Removing duplicates
  • Modifying a table
  • Sorting data in a table
  • Filtering data in a table
  • Adding and removing table columns
  • Naming tables
  • Resizing tables
  • Playing with table styles
  • Converting a table to a range
  • Deleting a table

Now you have learnt how to do all these things properly, here are some shortcuts:

  • Understanding Quick Analysis
  • Quick Formatting
  • Quick Charting
  • Quick Totals
  • Quick Sparklines
  • Quick Tables

Am I Ready For This Course?

You need a basic of level of Excel knowledge to attend this course. 

This Excel course assumes that you have an understanding of the concepts covered in our basic Excel course like using AutoFill and AutoSum, Absolute Cell References, formatting worksheets and simple formulas.

If you are unsure if this course is the appropriate level for you, please either contact us or use our Excel level analyser tool to advise you.

Once you have completed this course you will be at the appropriate level to attend either our advanced Excel course or our financial modelling in Excel course.

The Training Day

You don’t need to bring anything with you – we provide everything you’ll need for a really fun, productive day of training.

Our courses run from 9.30 am to roughly 4.30 pm with refreshments and biscuits throughout the day and a break for lunch.

We offer a relaxed, supportive learning environment, fully air-conditioned facilities and some of the nicest instructors on the planet.

Also, you’ll receive:

✔ A full-colour A4 manual covering everything in the course to keep.
✔ A USB stick so that you can take the course exercises home with you.
✔ A Certificate of Attendance.

Online Training Requirements

To attend this Excel course online, you will need:

✔ MS Excel on your Windows PC with a camera, speakers & microphone
✔ A stable internet connection capable of running Zoom
✔ To be a confident computer user and able to use Zoom

If you have access to a second screen, we would encourage you to use it as it improves the experience.