Training

Excel Intermediate

Training

Excel Intermediate

Comprehensive Excel training, emphasizing techniques that increase efficiency and are useful in daily work.

MS Excel

A comprehensive tool for data storage, calculation, analysis and visualization.

Training profile

A thematically broad, comprehensive Excel training course, raising knowledge of the program and proficiency in its use.

We have conducted it many times since 2018, all the time enriching it and adding answers to interesting questions from trainees. We collect interesting questions (and the most common mistakes), and promote techniques that get a lively reaction from students, and not entirely professional exclaims “cool”, ” it will come in handy” 🙂.

Yes, because each training we conduct is personalized, i.e. tailored to your needs and your level of knowledge.

So we suggest that you tailor the training program to your expectations, for example, by:

  • a short online videoconference meeting, during which we will establish organizational and substantive details;
  • sending your expectations prior to the training course in the form of an email, preferably with the examples of the tasks ahead of you.

When arranging the course, we emphasize that the participants should be at a similar, similar level of knowledge. This way, later, during the class, the trainer will adjust the course to the averaged level of the group by optimal selection of exercises and their level of difficulty. In addition, during the training session, we encourage you to express your expectations: promptly signal the difficulties encountered, ask questions, direct the training yourself towards the issues you need.

  • Proficient computer and keyboard skills
  • trainees in the training group must have a similar, comparable level of knowledge (very important)
  • if the course is being planned for two training days, it is necessary to have a knowledge of at least 75% of the “Excel Elementary” course material
We conduct the training in English or in Polish, all training materials are available in EN or PL version.

Training objectives

  • To complement and to systematize knowledge
  • To become proficient in the cross-use of tools, arriving at a result through different paths
  • Learn the efficient navigation, selection and copying of large data sets using keyboard shortcuts
  • To expand knowledge of formulas with conditional calculations and tools for working with dates and texts
  • To introduce new, convenient tools of Excel 365

Training is successful:

  • When participants have a similar level of knowledge (very important). Whether basic, or intermediate, or advanced, the trainer will adjust quickly anyway, but the important thing is that they are alike. In extreme cases (beginners in one group with veterans) it is not possible to determine an averaged level, and the students themselves quickly realize that a mixed group does not work in practice,
  • the group should be no more than 6-9 people,
  • it is good if during the training the participants are relieved of other duties so that they can focus solely on learning.

Regarding videoconference online training:

  • the day before the training, we suggest testing the computer, software and downloading exercise files so that everything is ready to go the next morning,
  • very important: two displays; with the trainer’s remote presentation on one screen, and on the other the trainee’s individual exercises. More information about two displays.

After the training:

  • after completing the course, daily professional contact with Excel is necessary: work, practical tasks, individual repetition of the material.

Training duration

The scope of topics we offer at the intermediate level is best arranged in time in 24 lesson hrs. divided into 3 training days. The abbreviated form of 16 lesson hrs. (2 days) will work only if you are at least 75% familiar with the material of the Elementary course.

We welcome you to adjust the hours and duration to suit your needs. The most frequently ordered training schedules are: three-day (24 lesson hrs.) and two-day (16 lesson hrs.), but other time arrangements (e.g. recurring four-hour, afternoon, weekend training) that do not make all employees unavailable at the same time are also possible.

Aiming to improve own employees’ knowledge of Excel, it is a good idea to plan the training as a cyclical event, e.g. 2 days of Elementary course, one year break, 3 days of Intermediate course, one year break, 3 days of Advanced course.

08:45

Gathering

Workplace preparation, attendance list, organizational arrangements

09:00

Beginning of a training

An introduction & lesson start right on time

10:45

Coffe break (15 min.)

A short breather to stretch your legs

12:30

Lunch break (45 min.)

45 minutes to rest, relax and to have a meal

14:30

Coffe break (15 min.)

The last break on this training day

16:00

End of a training day

A quick review of the topics covered

Naturally. The presented schedule is a proposal based on the experience from previous training sessions, however, the trainer can adapt flexibly to the client’s requirements.
Yes, of course. If students wish, breaks can be shifted at will.

Online training

Stationery training

If you prefer a training in a videoconferencing form, we offer our courses in Poland and abroad as live online classes, through modern platforms like Zoom, Teams, etc.,
Do you prefer a stationary training conducted locally, at the premises of your company? We offer on-site courses throughout Poland.

Stationery training

Do you prefer a stationary training conducted locally, at the premises of your company? We offer on-site courses throughout Poland.
If you prefer a training in a videoconferencing form, we offer our courses in Poland and abroad as live online classes, through modern platforms like Zoom, Teams, etc.,

Online training

If you prefer a training in a videoconferencing form, we offer our courses in Poland and abroad as live online classes, through modern platforms like Zoom, Teams, etc.,

Stationery training

Do you prefer a stationary training conducted locally, at the premises of your company? We offer on-site courses throughout Poland.

Being aware that a “rigidly” written program may not coincide with the expectations of the trainees, we encourage you to personalize the content of the training according to the specifics of your team.

You can adjust the program to your preferences, for example, by:

  • a short online videoconference meeting, during which we will establish organizational and content details;
  • sending your pre-training wishes by email, preferably with ready-made examples of the tasks you face (specific problems and tasks to be solved are welcome);
  • expressing your expectations while the training is already in progress, the trainer will adjust accordingly.

The Excel interface
  • Ribbon and Quick Access bar
  • Creating custom ribbons
  • Installing the Add-ins
  • Interface language, PL, EN, DE – changing the language
  • Enabling hidden interface elements, customizing to your needs
Working with documents
  • xls, xlsx, xlsm formats
  • Quickly open frequently used documents
  • Quick saving
  • Ways to quickly put “side by side” windows of two sheets from the same workbook, or from different documents
Sheet management
  • Moving / copying sheets between workbooks
  • Operations on several sheets simultaneously
  • Password locking of all the sheet operations
Navigation within the sheet
  • Efficient viewing and selection of data
  • Necessary shortcuts, ways to move the cursor, proper alignment of data
  • How to move the selection (without data)?
  • Techniques for selecting large data, that is, no more dragging the mouse over 10,000 rows 🙂
Rows and columns
  • Inserting and deleting rows / columns (one, several at a time)
  • Changing and applying a consistent width / height to multiple rows / columns
  • Grouping rows / columns
  • Auto Outline: multi-level row / column grouping
How  to properly lay out data from the beginning?
  • Data layouts: tabular vs. outline vs. pivotal
  • How to make analysis more difficult for yourself, i.e. what not to do on tabular data layout?
  • How to perform analysis on data having large merged headings on top?
  • Contiguous data area (that is: when automatic selection of data for sorting and filtering will fail?)
Filtering data 
  • How to put the Filter on the data incorrectly? (examples of errors)
  • Techniques for creating filter criteria on text, numbers, dates, e.g:
    • find people with a name beginning with “M”, “T”, or “J”
    • find product codes longer than 5 characters, but only sold in July, any year)
    • find the three most expensive transactions from the beginning of the year to date
  • What is the behavior of the area on which the Filter operates? (calculation, selection, formatting, deletion, etc.)
Sorting data
  • Sorting by one / multiple criteria
  • Remembering the “default order” of the data, restoring to the previous sorting order
  • Sorting by cell colors
  • Sorting with auxiliary criteria
  • Sorting texts by self-set, custom order rather than alphabetically
  • The SORT function in Excel 365
Anatomy of a cell
  • Layered structure of a cell, distinguishing between a cell and its contents
  • Overview of cell functionality: value, table styles, cell styles, manual formatting, conditional formatting, comments, notes, content validation
  • Four types of content: numbers, text, logical values, errors
Entering data
  • What happens when user hits “Enter”? Understanding Excel’s independent decisions, automatically interpreting the input data
  • Intentional input of data of a specific type
  • Checking and correcting decimal fractions in a multilingual environment
  • Entering data “downwards”, “rightwards”, techniques of duplication of cells, rows, columns
  • How to enter zeros before a number? How to enter a bank account number?
  • Deleting: why there are seven types of Clear tool in Excel?
Fill with data series
  • Quickly create numerical lists, days of the week, months, hours with specified increments
  • Defining own series, with own entries
  • Generation of very long numbered lists (not necessarily incremented by +1)
  • List of dates (e.g., a ten-year calendar with working days only)
  • Decreasing series, series with % step, from-to series with specified number of steps
Percentages
  • How does Excel “think “about percentages?
  • Adding, subtracting, multiplying percentages
  • Calculating percentage change on a series of data
Date & time (module 1)
  • Explaining the concept of date and time in Excel
  • Correct entering of dates and times
  • Why do dates look different on different computers?
  • Customizing date formatting, e.g. „1998-12-02 wednesday”, „12/2/98” „1998, 2 december”, 1 ਜੁਲਾਈ 1999 ਵੀਰਵਾਰ
The appearance of the cell and its contents
  • Manual formatting: font, alignment, indentation, cell text angle and other decorations
  • Borders, efficient drawing and editing
  • Quickly change the appearance of cells by using Cell Styles, instead of manual formatting
  • Cell merges
  • Ways to copy formatting between cells
  • Cells framed by a border are not a Table
  • The appearance of numbers and units: decimal precision, currency symbols, dates, percentages
  • What does 5.2E+14 mean?
  • How to apply a custom formatting, e.g.: ₿0,043 ±44µm -12°C 7,3cm²
Copying the cell contents, paste options
  • Keyboard shortcuts vs. modes of mouse dragging
  • Changing the orientation of data: let columns become rows and vice versa
  • Storing multiple copied items on the clipboard at the same time
  • Communicating through the clipboard between Excel, Word and Power Point
  • Linking between Excel files – a change in file A automatically propagates to file B
  • Linking cells with Power Point – a change in Excel automatically propagates to P.P.
Moving, deleting, inserting cells along with their contents
  • Moving a cell is not the same as moving its contents
  • Where instead of using the clipboard (copy, cut, paste) is it better to swap cells places?
  • Swapping columns / rows (not copy-pasting, but actually swapping)
  • Inserting cells, rows, columns between existing ones
  • Removing cells, aka “a hole” in the sheet
Calculations
  • Operators: * / + – ^
  • The most important mathematical, computational, rounding functions
  • How to find the nth highest number in a series? E.g. the second highest, or the third lowest?
  • How to increase the numbers in several columns in one go by, say, 10?
  • Quick calculations with Counters
  • Counting cells containing only text, only numbers, only empty cells
  • Calculations with one and with multiple conditions. Having a column of numbers, how to calculate only on selected values?
    • e.g. sum up deposits, but only from Warsaw
    • e.g. average amount of purchases in the retail channel in Q2
  • How can we count the cells of a given color? (Advanced: and how to count them with a formula?)
Actions on visible cells only
  • How do counters and functions behave on hidden cells?
  • What are the differences in the behavior of cells hidden “manually” vs. hidden with Filter?
  • Calculations only on visible (unhidden) cells / or only on hidden cells
  • How to select only visible cells (e.g., to format, to clear them)?
  • How to copy data only from visible cells to another sheet?
Formulas and addressing
  • Techniques of entering and editing formulas
  • How to turn off calculation of formulas to see all of them at once?
  • How to exchange formulas with their results?
  • How to calculate only a selected expression within a formula?
  • Catalog of all Excel formulas
  • The concept of relative and absolute addressing
  • A series of formulas referring to a common cell (e.g., converting EUR –> PLN quotas according to the current exchange rate in cell A1, when we update the exchange rate in A1, all amounts update)
  • How to copy formulas that do not have the $ sign in them, but so the addresses in the formulas do not change?
  • Naming ranges
    • Naming cells and ranges
    • Using names in formulas
    • Inspecting names, editing, deleting, searching for incorrectly defined names
  • What is nesting of formulas?
  • Tools for finding and fixing formulas that return errors
  • Formula servicing: previewing the order of calculation steps when it produces an error or works incorrectly
  • Analysis of the construction of a report built by another person: what do formulas count? Where do they get the data from? Where are these calculations used later?
  • Automatic translation of formulas (e.g. PL <--> EN)
Search by content
  • Finding and replacing the specified text
  • Selecting “in gray” all cells containing the searched text
  • Searching only in a specified range
  • Searching all sheets in a workbook
Search by formatting
  • Searching for cells with the same fill / font color
  • Selecting cells with inconsistent formatting (e.g., in a data series, select only numbers formatted in euros, but not in dollars)
  • How to locate and select all merged cells?
Search by content type and by cell features
  • Selecting only cells with content or only empty cells
  • Selecting cells only containing numbers, only text, only logical values, only errors
  • Copying only visible (not hidden) cells
Comments & Notes 
  • Notes in a cell: adding, editing, removing
  • How to print notes along with data?
  • How to quickly select only notes? How to search through the content of notes?
  • How to show/hide all notes?
  • How to copy a note to multiple cells?
  • What is the difference between the new Comments and Notes? (365)
  • How to add a common note to a range of cells?
Annotations, arrows, diagrams
  • Insert note plaques, “floating” above the sheet
  • Lines, rectangles, arrows, “comic bubble” indications, etc.
  • How to move / how to hide all plaques at once?
  • Handwriting and painting on the sheet, indications, “marker” highlighting (365)
  • Block diagrams: organizational hierarchy, bulleted list, process and cycle steps, enriching diagrams with pictures and illustrations
Inserting photos
  • Adding photos to a sheet, aligning with cell edges
  • Photo effects: borders, shadows, perspective, etc.
Inserting links to…
  • …web pages
  • …files on disk (e.g., when you click on a link, Word opens a specific document)
  • …cell ranges inside the current workbook
  • How to turn links to other sheets into the designated content (e.g., before emailing it)?
Charts
  • Fundamentals of working with charts, the concept of data series
  • Methods of inserting a chart from one / several data series
  • Where does a chart draw its data from? Checking and changing the sources of data series
  • Systematize the types of charts (in practice we use only 10-12 types)
  • Comparison of components and proportions
  • Chart filtering, logarithmic scale, two different scales
  • Formatting: chart subcomponents, styles, manual formatting, copying formatting between charts
  • Inserting photos and graphic elements into the chart
  • How about instead of a traditional chart – it would be faster to use a pivot chart?
Printing
  • Defining the areas of the sheet that will be sent to the printer
  • Discarding columns / rows that we do not want to print
  • Page size and layout, margins
  • Arrangement of data on pages, i.e. looking for a balance between readability and paper usage
  • Automatic page numbering
  • Custom pagination, i.e. putting contents in the header and footer (e.g. email, phone number, current date, etc.)
  • Repetition of column titles on all pages of the printout
  • Printing of high volume data, i.e. wide tables that do not fit across a single page
  • Printing to a multi-page PDF file
Operations on logical values
  • Constants of type TRUE and FALSE
  • Comparison of numbers / texts
  • Two-way alternative: overview and examples of the IF function
  • How to check if “several conditions at once” are met or if “at least one condition” is met
Conditional formatting
  • What is conditional formatting?
  • Coloring cells accordingly to a criteria (e.g. highlight duplicates, negative amounts, numbers in the from-to range, three highest payments, dates of the current month, etc.).
  • Highlighting empty cells, cells with content, cells containing errors
  • Other visualization methods: Color Scales, Data Bars, Icon Sets
  • Multiple rules in one area: stacking rules, rule prioritization, rule conflict resolution
  • How to search for cells that use Conditional Formatting?
  • Changing the rule area, editing rule condition, customizing colors
  • How to copy the rule itself to other data series?
  • Constructing own, fully customized Conditional Formatting rules
    • highlight only employees without absences whose average salary is greater than 4k.
    • comparison: highlight only those cells in list A that are present are in list B
  • Cooperation of Conditional Formatting with Filter
  • Conditional Formatting highlighting of entire rows in the database
Data validation
  • How to restrict the user from entering incorrect data?
  • Ready-made templates of data validation, e.g.:
    • allow to enter only numbers greater than 0
    • allow to enter only dates within the specified range
    • allow the user to enter only text between 8 and 10 characters long
  • Building own custom validation rules, e.g.:
    • only allow input of content into a cell if the adjacent cell “one above” is already filled
    • o not allow to enter a past date
  • Applying rules to existing data, clearly highlighting data that does not comply with the rule
  • Creating drop-down lists
  • How to select all cells with Data Validation rules applied?
  • How to copy a Data Validation rule to other cells?
Working with texts
  • Practical problems: how to input “00123” in the cell? How to store a bank account number?
  • Insertion symbols, e.g. µ ℮ φ • € № Ω ∞ ∆ ≠ (⌐■_■) 🐌
  • Overview of techniques for merging texts from several cells
  • Splitting texts based on the occurrence of a given character:
    • e.g.: after each comma, after each space
    • e.g.: after the first comma, after the last space (easy in 365, advanced in older Excel versions)
  • How to copy a certain number of characters from the left side of the text, from the middle, from the right?
  • “Cleaning” text of double spaces, of non-printing characters
  • Changing letters to uppercase or vice versa
  • How to change the data type to text if the usual ” format as text” operation does not work?
  • Finding and replacing cell contents with the Find and Replace tool, or with appropriate functions
Date & time (module 2)
  • Looking for incorrectly entered dates
  • Generation of a long-term calendar, (e.g. for 10 years, but without Tuesdays)
  • Date and time functions, building custom nested functions
  • Business weeks of the year, e.g. WK 26
  • Calculation examples:
    • addition and subtraction of days, hours, minutes, seconds
    • working time based on time of arrival and departure
    • person’s age with accuracy of 1 day, 1 week, 1 month, 1 year
    • how many days are left until John Smith’s birthday?
    • what time will it be exactly 80 minutes from now?
    • add to the date exactly 1 month, regardless of its length
    • How many days are there in the current month? In Excel 365 this is easy, but how do you do it in older versions?
Lookup and reference functions
  • Why VLOOKUP is an outdated function?
  • Overview of the VLOOKUP and HLOOKUP functions, syntax, examples, exercises
  • How to conceal #N/A errors returned by VLOOKUP?
  • Why doesn’t VLOOKUP find a value in a cell, even though it should?
  • VLOOKUP acquiring data from external worksheet
  • How to work around the limitations of VLOOKUP in Excel 365/in older versions?
Recording and installation of macros
  • Recording a custom macro
  • Installing a macro and the ways to run it
  • Security policies, macros as a potential threat to the company
  • Collection of macros useful in everyday work
Preparation of data for analysis
  • Introduction to database normalization
  • Removing hidden characters
  • How to check data type on large arrays? How to change data type to “text” when applying text format doesn’t work?
  • Merged cells / Forced text breaks:
    • Why those features result in incorrect calculations?
    • How to fix the problematic cells in bulk?
    • How and where can it be used?
  • How to “patch” cells merged horizontally and vertically in a large set of data?
Tables
  • A Table object is more than just cells with borders
  • Working with Tables: inserting, adding and deleting rows / columns, sorting
  • Filtering techniques (e.g., convenient filtering of wide Tables with lots of columns)
  • The Total Row feature (plus a riddle: how below the Total Row to create a row calculating only from hidden cells?)
  • Table Styles: naming, defining custom styles
Pivot Tables
  • Introduction, basics of P.T. operations: insert, move, delete, change data source
  • Calculations: quantity, sum, average, min, max
  • Explaining the purpose of T.P.: why use them if we have formulas? What does “pivot” mean?
  • How to properly prepare data for P.T. analysis?
  • Sorting P.T. manually and automatically
  • Report clarity:
    • hiding irrelevant calculations with a filter
    • grouping ranges of numbers / dates, calculations based on these groups
    • displaying calculations as % of column total
    • company colors, formatting, report layouts, P.T. styles
  • Creating charts based on P.T.
  • How to quickly refresh all P.T.’s in a workbook?
What makes us 
stand out 
?
We offer 
individual 
live online 
competitively priced 
customizable 
trainings.
CALENDAR3-3
Close delivery dates
We specialize in closed training courses aimed at companies and institutions, so we can offer quick delivery times. We do not reschedule agreed trainings unless requested by the client.
Artboard 2
Even for a one trainee
Are you looking for a position training for a newly hired employee? We will deliver it in the form of remote online training or onsite stationery training at your company office in any location in Poland.
Artboard 1
Customizable courses
The modular construction of the training material allows for flexible adjustment of the material exactly according to the needs of the participants, even on an ongoing basis during the training session.
What makes us 
stand out 
?
We offer 
individual 
live online 
competitively priced 
customizable 
trainings.
CALENDAR3-3
Close delivery dates
We specialize in closed training courses aimed at companies and institutions, so we can offer quick delivery times. We do not reschedule agreed trainings unless requested by the client.
Artboard 2
Even for a one trainee
Are you looking for a position training for a newly hired graphic specialist? We will deliver it in the form of remote online training or onsite stationery training at your company office in any location in Poland.
Artboard 1
Customizable courses
The modular construction of the training material allows for flexible adjustment of the material exactly according to the needs of the participants, even on an ongoing basis during the training session.
What makes us 
stand out 
?
We specialize in closed training courses aimed at companies and institutions, so we can offer quick delivery times. We do not reschedule agreed trainings unless requested by the client.
Are you looking for a position training for a newly hired graphic specialist? We will deliver it in the form of remote online training or onsite stationery training at your company office in any location in Poland.
The modular construction of the training material allows for flexible adjustment of the material exactly according to the needs of the participants, even on an ongoing basis during the training session.
Estimated training cost

Price

The calculator below will give you a close indication of the training price. To get a final binding offer, multiple variables have to be accounted for, therefore please contact us directly.


Contact us

If You want to ask about our training offer, services or need any additional information, we invite You to contact us.
For Your coonvenience there is the contact form below. A more direct forms of contact are also available – details upon request.

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