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Skill Details

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Skill Overview

Learn how to build better reports from your data with our award-winning Excel Intermediate course.

In this practical session, you'll learn how to clean, analyse, and present Excel data more clearly - giving you the confidence to use tools like PivotTables, VLOOKUP, and Conditional Formatting.

Whether you're working with exported data, inherited spreadsheets, or messy datasets, you'll discover how to save time, reduce errors, and turn raw data into clear, insightful reports.

Learning Objectives

Setting Up for Success
- Recap essential Excel features
- Explore examples of powerful real-world Excel reports
- Identify your own Excel goals and desired outcomes for the session

Navigation, Shortcuts & Customisation
- Everyday tips and tricks for navigating large sheets
- Customising the Quick Access Toolbar

Formula & Copying Refresh
- AutoSum, COUNT, AVERAGE, percentages
- Absolute cell referencing for flexible formulas

Named Ranges & Print Areas
- Create and manage named areas
- Navigate and use named ranges in formulas
- Apply named ranges to print areas

Advanced Functions
- IF statements for logic-based outputs
- VLOOKUP and XLOOKUP for retrieving data
- COUNTIF and SUMIF for conditional calculations

Conditional Formatting
- Use rules, icon sets and shading to highlight trends
- Apply Format Painter to replicate styles

Working with Large Data Sets
- AutoFilter and advanced filtering tips
- Sort and custom sort options
- Remove duplicates for cleaner data

Text Functions & Data Cleaning
- Use TRIM, PROPER, LEFT, RIGHT
- Combine and split data using CONCATENATE, Flash Fill and Text to Columns

Working with Excel Tables
- Create and format tables
- Use structured references and table-specific calculations

PivotTables, Charts & Timelines
- Prepare and format data for PivotTables
- Group, refresh, and drill into data
- Add interactivity with slicers and timelines
- Build PivotCharts and use them for reporting

Charting & Visual Data Presentation
- Create standard charts using function keys
- Change chart types and format visuals
- Add titles, labels
- Sparklines

Reflections & Planning
- Recap key skills and tools covered during the session
- Discuss how to apply the learning in your specific role
- Identify personal next steps or areas to build on after the course

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This course is ideal for:
- Anyone currently working with data who wants to produce clearer, smarter Excel reports.
- Learners familiar with basic formulas like SUM and AVERAGE looking to build on their skills.
- Individuals who have completed our Excel Essentials: Everyday Confidence course or are self-taught to a similar level.

Prerequisites: Learners should be confident using basic Excel features, including simple formulas, formatting, and navigation.

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