Intermediate Spreadsheet Skills
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.
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)
Viewing
• 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
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.
See also our investment appraisal courses, which complement this course.
Intermediate Spreadsheet Skills Course Delivery
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 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.
