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Intermediate Microsoft Excel

365 | 2019 | 2016
1 Day, 9:00-4:00

Course Overview

This Instructor-led course, through lecture and hands-on exploration, will teach students the skills needed to work with multiple worksheets within the same workbook. Students will also learn how to use statistical, logical, and text functions like COUNT, COUNTIF, IF, CONCATENATE, TRIM, LEFT, MID, RIGHT, UPPER, LOWER and PROPER. The course also covers how to graph information to create pie and bar charts.

Course Objectives

  • Create formulas to summarize data across worksheets and multiple files
  • Save multiple files as a workspace to create a shortcut for easy access
  • Create a shared workbook to allow multiple people to work at the same time
  • Use a variety of statistical and text functions
  • Turn numeric data into a pie, bar, and line charts

Course Outline

Creating and Working with Multiple-Sheet Workbooks

  • Reviewing Excel Fundamentals
  • Copying Worksheets
  • Writing 3-D References
  • Formatting Multiple Worksheets Simultaneously
  • Grouping Multiple Worksheets
  • Ungrouping Worksheets

Writing Formulas that Link Different Excel Workbooks

  • Creating Links Between Workbooks
  • Viewing Linked Information
  • Watching Formulas
  • Editing Source Files
  • Inserting Rows and Columns in the Source File

Working with Statistical and Logical Functions

  • Understanding Absolute vs. Relative Cell References
  • Using the IF Function to Calculate Based on a Condition
  • Writing IF Statements
  • Nesting IF Statements
  • Using the COUNT Function to Count a List of Numbers
  • Using the COUNTA Function to Count Non-Empty Cells
  • Using the COUNTBLANK Function to Count Blank Cells
  • Using the COUNTIF Function to Count Based on a Condition
  • Using the COUNTIFS Function to Count Based on Multiple Conditions

Using Text Functions and Features

  • Using the Text to Columns Feature
  • Inserting Columns
  • Splitting Text over Multiple Columns
  • Using Text Functions
  • Using the CONCATENATE Function to Join Cells
  • Accelerating Data Insertion with Flash Fill
  • Using the TRIM Function to Remove Extra Spaces
  • Using the UPPER, LOWER, and PROPER Functions to Change Case
  • Using the LEFT, MID, and RIGHT Functions to Extract Characters
  • Using the Paste Values Feature

Working with Shared Workbooks

  • Creating Shared Workbooks
  • Highlighting Changes
  • Accepting and  Rejecting Changes

Charting Data to Visualize Results

  • Creating Pie Charts
  • Overview of Chart Tools
  • Modifying and Resizing Charts
  • Adding Chart Titles and Labels
  • Formatting Chart Objects
  • Previewing and Printing Charts
  • Creating Column or Bar Charts
  • Changing the Numbering Scale
  • Changing the Data Series to Rows or Columns
  • Working with Trendlines
  • Updating the Source Data
  • Working with Sparklines

Appendix: Auditing Formulas

  • Tracing Precedents
  • Removing Tracer Arrows
  • Tracing Dependents
  • Tracing Errors


Cost and Delivery Format Options

We offer the above listed class on our public schedule and as a private group class in the following delivery formats:

Public Class: Live Virtual or at Softek
Per student $275
Private Group Class: Live Virtual
1-4 students $700
5-8 students $850
9-12 students* $950
*$50 per additional student
Private Group Class: At Your Location or Softek
1-4 students $850
5-8 students $1000
9-12 students* $1100
*$50 per additional student

Private Group Training

Private group classes are cost effective when you have a group of students who need the same course. Volume discounts of 5% to 20% are available when five or more training days are scheduled. For classes conducted at your location, you are responsible for the classroom setup which should include:

  • A computer for each student (with the appropriate software installed), and
  • An instructor workstation connected to a visual display (e.g., projector, smartboard, etc.).


Softek can easily customize a training course that covers the specific topics you require and integrate examples relevant to your work environment. Course customization is billed at $125 per hour and covers time needed to meet, discuss, prepare, and incorporate any specific examples into the training program. Once we have a better idea of what you have in mind, we will be glad to provide a specific price quote for the customization. There is a 2-hour minimum fee for customization.

Why Choose Softek?

  • Live, virtual or in-person training
  • Instructors with 10+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee