Excel Level 2 — Intermediate

Extend Excel skills into multi-sheet workbooks, charts, financial functions and advanced formatting.

Part of the PCG Excel Training Program, which builds Excel proficiency in progressive stages: from core worksheet skills, through intermediate charting and financial functions, to advanced business-analysis tools such as pivot tables, macros and OLAP. Each level runs as its own one-day session, and a short bonus module covers what is new in Excel 365 (maps, data types, cell comments, data from a picture).

What we cover

• Multiple worksheets and workbooks Inserting, renaming and deleting worksheets, multiple views, freezing panes, arranging windows, navigating multiple workbooks, workspaces, moving and copying data between sheets, linking data, 3-D formulas.
• Charts Purpose and use of charts, creating a chart, changing type, style and sub-type, changing and adding source data, managing, moving, resizing and deleting chart objects, adding data series, formatting and printing charts.
• Advanced functions Working with arguments (the PMT function), dates and times in calculations, nested functions, auditing worksheets, the audit commands, the Watch Window, the Formula Evaluator, tracing and correcting errors.
• Advanced formats Comments, styles and conditional formats, Format Painter, custom number formats, table formats.
• Macros and templates Using macros to automate your work environment and using templates.

What you will leave able to do

• Use multiple worksheets, workbooks and workspaces
• Work with financial functions
• Use advanced format techniques
• Use the audit tools to track information
• Use charts to display financial data
• Use macros and templates to automate your work environment

Every private session is adjusted to your tools, your files and the outcomes you are trying to hit. The final agenda is confirmed with your facilitator before delivery.