This Excel Intermediate course equips delegates with essential skills to enhance productivity and accuracy in data management and analysis. Participants will gain confidence in automating decision-making with logical functions, retrieving and validating data efficiently, and creating dynamic summaries and visualisations that transform complex datasets into actionable insights. By mastering tools such as advanced filters, pivot tables, and conditional formatting, delegates will be able to handle real-world challenges with greater precision, ensuring data integrity and clarity in their workflows. This course is essential for professionals seeking to elevate their Excel proficiency and drive informed decision-making in their organisations.
Transform your Excel skills from basic data entry to powerful business insight in just one day. This hands-on course teaches you to automate decisions with smart logic, pull data instantly using modern lookups, clean and validate entries like a pro, summarize dynamically with subtotals and database functions, highlight critical trends with conditional formatting, and build interactive dashboards using PivotTables, charts, and slicers. You’ll leave with practical techniques you can apply immediately to save time, reduce errors, and turn raw data into clear, actionable reports. Excel won’t just work for you it’ll work for your goals. for more information contact us at lets dash talk at e q v dot co dot uk
Counts towards 6 CPD Hours 1 Day Open Public & Closed Group
Please reflect on one or more of the questions below and come prepared to discuss your responses during the session.
Self-Assessment: On a scale of 1–10, how would you rate your current skill level in this subject? What factors influenced your rating?
Development Focus: Identify one specific behaviour, skill, or capability you would like to improve or develop further.
Relevant Examples: If possible, bring one or two relevant examples or scenarios from your experience that you would be willing to share with the group.
What You Will Learn
Use IF, IFS, AND, and OR functions to automate decisions based on multiple conditions.
Apply VLOOKUP, HLOOKUP, and especially XLOOKUP to retrieve data accurately and handle errors gracefully.
Implement Data Validation with dropdown lists and custom rules to ensure clean, consistent data entry.
Use Advanced Filters with criteria ranges to extract unique records or filter data using complex AND/OR logic.
Leverage the Subtotal feature and SUBTOTAL function to create dynamic summaries that respect filters and hides.
Apply DAVERAGE, DCOUNT, and DSUM to perform conditional calculations using flexible criteria ranges.
Use Conditional Formatting with rules and formulas to visually highlight trends, outliers, and key performance indicators.
Build, customize, and interact with PivotTables, PivotCharts, and Slicers to summarize large datasets and create instant insights.
Your Post-Course Challenge
Complete the further practice workbook
Apply the techniques to your own data
Counts Towards 6 CPD Hours
This course contributes 6 hours of Continuing Professional Development. Delegates can log these hours as evidence of structured learning for professional bodies and employers.
This course is designed for professionals who use Excel regularly but feel limited by manual processes, static reports, or complex formulas. It’s ideal for those looking to streamline workflows, improve data accuracy, and unlock advanced features to make better-informed decisions — without needing prior experience with advanced tools.
This course is ideal for:
Analysts who need to create dynamic reports and automate data analysis tasks
Coordinators managing large datasets and seeking efficient ways to filter, summarize, and visualize information
Managers aiming to reduce manual effort in budgeting, forecasting, or performance tracking
Operations professionals looking to enhance data consistency and error handling in spreadsheets
HR or marketing staff who rely on Excel for tracking metrics, generating insights, or managing databases
Administrators seeking to move beyond basic formulas and build more sophisticated, automated workflows
No prior experience needed
While solid foundational Excel skills are required — such as using basic functions, creating charts, and sorting data — no prior knowledge of advanced tools like XLOOKUP, PivotTables, or database functions is necessary. The course assumes familiarity with basic arithmetic and filtering but is structured to bridge the gap between foundational skills and advanced problem-solving.
What you will take away
By the end of the course, you’ll be able to build dynamic spreadsheets that automate decisions, retrieve data accurately, and generate insightful summaries. You’ll gain confidence in using tools that reduce manual effort, improve data accuracy, and help you create professional, visually engaging reports that drive better business outcomes.
For Groups & Teams
We can deliver this training session in several ways to suit your organisation’s needs:
Open Public Course
Join delegates from other organisations on a scheduled date
Closed Group
Exclusively for your team, using your real scenarios
In Person
Face-to-face at your premises or a venue of your choice
Virtual
Live, interactive online delivery via Teams or Zoom
One-to-One Coaching
Personalised sessions tailored entirely to you
Have two or more people to train?
You may want to consider a closed group course. Benefits include:
Cost effective for teams
Choose a date to suit you
Customise content and timings
No minimum delegate numbers
Uses your real-world scenarios
Builds shared language in your team
Contact us on [email protected] to discuss specific dates and delivery requirements.
How Our Tutor-Led Courses Are Delivered
Before the day
Delegates are given pre-work to complete before attending. This ensures everyone arrives with relevant context and real scenarios from their own experience, so learning is immediately relevant and actionable from the first minute.
On the day
Our sessions are participative and highly interactive. We don’t do “death by PowerPoint” — instead, the day includes a variety of engaging activities throughout:
Real-world casework using your scenarios
Practical hands-on exercises
Real Play (not role play) simulations
Peer learning and group discussion
Case studies and scenario work
Facilitated discussion and structured reflection
What you leave with
Participants leave with:
Practical tools — frameworks and models you can use straight away
Clear action plans — specific next steps tailored to your role
Greater confidence — built through intensive, realistic practice
Skills you can apply immediately — not theory, but techniques tested during the day
After the day
Post-session measurements and a 30-day challenge ensure that learning is embedded and behaviour change is sustained.
Key Features
Course Duration is 1 Day
Engaging tutor led event
Comprehensive course materials
Certificates of attendance
Access to Customer Portal (course bookers)
Course Guarantee
Priced per delegate per day virtual open public course
From: £295.00 Plus VAT
Can’t see a suitable date? Please request a date here
Payment available via all major credit cards or Invoice. All options available during the online booking process.
