Intermediate Spreadsheet Skills

in-house CPD training course

Intermediate Spreadsheet Skills
In-house training course

The following course is an in-house course. We also offer an open course in excel.

We offer courses in financial spreadsheet skills for both finance and non-finance professionals.

If you are looking for an introduction to spreadsheets, a practical guide, a refresher or to enhance your existing understanding then we have the right course for you.

No matter what your experience or level, we can pitch our courses at the right level for you.

Our Intermediate Spreadsheet Skills Course objectives

This course is aimed at those who have attended the course: ‘Spreadsheet Skills – The Basics’ or with a reasonable existing experience in excel.

This course aims to further develop some basic skills as well as looking at some more advanced techniques, functions and formulas.

We will focus on three areas of spreadsheet skills:
• Functions
• Data analysis
• Best practice

Our Intermediate Spreadsheet Skills Course Includes:

Our spreadsheet skills courses are usually tailored to meet our clients specific needs.

1. Functions

Logical & conditional functions
• Countif/s
• Sumif/s.

Date functions
• Excel serial numbers
• Adding
• Subtracting
• Networkdays.
Training course in excel skills intermediate level
Text functions
• Concatenate
• Left, Right, Mid, Len
• Find
• Trim, Proper, Clean

Lookup functions
• vlookup
• hlookup.

Error control functions
• Iferror, Ifna, isblank

2. Data analysis

Importing data
• Text to columns and other tips

Data Validation
• Dropdown lists
• Permissible values
• Help and error messages

Pivot Tables
• Building
• Formatting
• Filtering
• Sorting
• Alternative view
• Slicers (Excel 2010 onwards)

• Grouping columns and rows

Conditional Formatting
• Types and uses
• Adding
• Managing & clearing rules
• Best practice

More in-depth graphs and charts
• Dealing with more complex data
• Manipulating axes, legends, presentation & source data
• Alternative presentations
• Sparklines (excel 2010 onwards)
• Best practice tips
Spreadsheet (Excel) Skills for Finance Courses
3. Best practice

The ideal spreadsheet
• Transparency
• Documentation
• Version control
• Planning
• Standardisation
• Separation of inputs, workings and outputs
• Using hyperlinks

Named Ranges
• Benefits
• Creating
• Editing
• Inserting
• Navigating with

Working with multiple worksheets and workbooks
• Referencing within a workbook
• Referencing between workbooks
• Updating external references.

Sharing spreadsheets
• The sharing function
• Avoiding conflict
• Version control
• Protecting cells, sheets and workbooks.

Spreadsheet auditing
• Excel checks
• User built checks and controls

Expensive mistakes are made by many organisations through poor spreadsheet techniques.

Our courses demonstrate best practice techniques.

Delegates are advised to use laptops on our spreadsheet skills training courses.

Requirements for Intermediate Spreadsheet Skills

Prior attendance on ‘Spreadsheet Skills – The Basics’ or a reasonable level of existing proficiency in excel.

Spreadsheet (Excel) Skills for Finance Table

See also our investment appraisal courses, which complement this course.

Intermediate Spreadsheet Skills Course Delivery

Spreadsheet (Excel) Skills for Finance Quote

We take an open friendly and enthusiastic approach to learning finance. We believe that people learn more effectively when they are enjoying themselves. We make finance interesting for you. We love questions and welcome as many as possible.

We encourage an open atmosphere which in our experience accelerates the learning process. We always use lots of exercises, case studies and real life examples in our training as we believe this really helps our clients to understand concepts.

We find that people only really learn when they test their understanding through practice. We offer traditional training, facilitation, interactive simulations, coaching and online training.

Tailored Spreadsheet Skills Courses

All our courses are tailored to meet our client’s specific needs. We like to spend time getting to know our clients as we strongly believe that training is most effective and valuable when tailored and focused.
In-house Intermediate Spreadsheet Skills for Finance Training

In-house Intermediate Spreadsheet Skills Training

Our training can be held within your office or an external venue of your choice.

We can also secure venues on your behalf through our venue sourcing agency.


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    Individual Learners
    Please note that this is an in-house course offered to organisations.
    For individual learners, we offer:
    • a selection of open / public courses
    • a range of over 150 online courses
    • a range of finance and tax publications.