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Instructor-led training

Intermediate Microsoft Excel Training in Mill Valley, California

Microsoft Office training from Hartmann Software Group, delivered onsite in Mill Valley, California or live online.

What you'll learn

This Intermediate Excel course builds upon the foundational skills acquired in the Introduction to Excel course, offering a deeper understanding of Excel's capabilities. The course covers common functions like IF, COUNTIF, and TEXTJOIN, as well as working with lists, tables, and advanced formatting. It also provides an introduction to visualizing data through charts, sparklines, and SmartArt. Throughout the course, students will learn how to apply these concepts to real-world scenarios, improving their ability to manage and analyze data effectively.

Prerequisites

Basic Excel Skills

Course Outline

  1. Common Functions
    1. Using Named Ranges in Formulas
    2. Using Named Ranges in Formulas (Exercise)
    3. Using Formulas That Span Multiple Worksheets
    4. Entering a Formula Using Data in Multiple Worksheets (Exercise)
    5. Functions: IF and IFS
    6. Using the IF Function (Exercise)
    7. Functions: AND and OR
    8. Functions: NOT
    9. Functions: SWITCH
    10. Functions: COUNTIF, AVERAGEIF, and SUMIF
    11. Functions: PMT and NPER
    12. Using the PMT Function (Exercise)
    13. Functions: TEXTJOIN and CONCAT
    14. Using the TEXTJOIN Function (Exercise)
    15. Text Functions
    16. Creating Ordinal Numbers (Exercise)
    17. Date and Time Functions
    18. Using Date Functions (Exercise)
  2. Working with Lists
    1. What is a List of Data?
    2. Removing Duplicates from a List
    3. Removing Duplicates from a List (Exercise)
    4. Sorting Data in a List
    5. Sorting Data in a List (Exercise)
    6. Filtering Data in a List
    7. Filtering Data in a List (Exercise)
    8. Adding Subtotals to a List
    9. Adding Subtotals to a List (Exercise)
  3. Visualizing Your Data
    1. Chart Basics
    2. Tools for Editing Charts
    3. Using the Chart Design Tool Tab (Exercise)
    4. The Format Tool Tab
    5. Using the Three Chart Buttons
    6. The Format Task Pane
    7. Useful Charts
    8. Line and Area Charts
    9. Hierarchy Charts
    10. Statistic Charts
    11. Other Charts
    12. Combo Charts
    13. Using Recommended Charts
    14. Sparklines
    15. Inserting and Customizing Sparklines (Exercise)
    16. Add and Format Objects
    17. Working with Shapes
    18. Working with Icons
    19. Working with SmartArt
    20. Using the Quick Analysis Tool
  4. Working with Tables
    1. Format Data as a Table
    2. Table Design Tool Tab
    3. Formatting Individual Cells
    4. Selecting Table Rows and Columns
    5. Creating and Modifying a Table in Excel (Exercise)
    6. Structured References
    7. Convert a Table to a Range
  5. Advanced Formatting
    1. Cell Styles
    2. Working with Cell Styles (Exercise)
    3. Conditional Formatting
    4. Conditional Formatting: Highlight Cells Rules
    5. Conditional Formatting: Top/Bottom Rules
    6. Conditional Formatting: Data Bars, Color Scales, and Icon Sets
    7. Conditional Formatting: Create a New Rule
    8. Removing Conditional Formatting
    9. Using Conditional Formatting (Exercise)

Training locations

Intermediate Microsoft Excel training across the U.S. and beyond.

We provide Intermediate Microsoft Excel training onsite and live online for organizations throughout the United States and internationally.

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Private, instructor-led training customized for your organization.

  • Onsite or live online delivery
  • Customized curriculum
  • Training for groups of 3 or more
  • Flexible scheduling
  • Experienced instructors
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or email info@hartmannsoftware.com

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