The goal of this course is to provide you with the knowledge required to use more advanced formulas and work with various tools to analyse data in spreadsheets, such as advanced sorting and filtering, and conditional formatting. You will also organise table data and present data as charts.

The course emphasises hands-on experience, with a series of self-guided exercises integrated into the training.

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This course is aimed at existing Excel users who need to further their knowledge. Delegates are assumed to have experience of entering data and writing basic formulas, including common functions such as SUM and AVERAGE.

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Delegates will learn how to

  • Use formula-related tools and techniques
  • Work with popular Excel functions including IF, IFS, VLOOKUP and XLOOKUP*
  • Utilise the features of new dynamic arrays and dynamic array formulas*
  • Use advanced data list features and Excel Tables
  • Create and visualise using charts and sparklines
  • Use common features such as comments, notes, and templates
  • Apply and use conditional formatting
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Module 1: Formula tools and techniques

  • Quick Analysis
  • Absolute and mixed referencing
  • Working with Range Names
  • Linking to other worksheets
  • Linking to external workbooks

Module 2: Popular Excel functions

  • Understanding functions
  • Criteria-based functions (inc. COUNTIFS, SUMIFS and AVERAGEIFS)
  • Logical functions (inc. IF and IFS*)
  • Lookup and reference functions (inc. VLOOKUP and XLOOKUP*)
  • Dynamic array functions (inc. UNIQUE, SORT and FILTER*)

Module 3: Working with data lists

  • Flash Fill
  • Advanced sorting
  • Summarising with subtotals
  • Advanced filters

Module 4: Mastering Excel tables

  • Introducing tables
  • Creating and managing tables
  • Calculations and totals in tables
  • Formatting a table
  • Further table tools

Module 5: Charts

  • Understanding charts
  • Creating and modifying charts
  • Working with chart elements
  • Formatting charts
  • Chart templates
  • Analyse data with sparklines

Module 6: Additional features

  • Comments and notes
  • Hyperlinks
  • Templates
  • Excel options

Module 7: Conditional formatting

  • Applying and managing conditional formatting
  • Creating custom conditional formatting
  • Sorting and filtering by colour

*IFS, XLOOKUP, UNIQUE, SORT AND FILTER functions are only available if you are using Office 365 or Excel 2021

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Why choose QA

Special Notices

Please note that this course uses Microsoft Excel for Windows. It’s not suitable for Excel for Mac. Courses for Mac users are available on request

For customers attending remotely via Virtual Classroom or ‘Attend From Anywhere’, an additional screen is required for this course to work through remote desktop labs and view training information.

This course is suitable for anyone using Excel 2013 or later. If delivered in a QA training centre, it will be delivered using Excel 2019.

Dates & Locations

Data for Business Users learning paths

Required Star = Required
Certification = Certification
Microsoft Excel
Google Sheets
Microsoft Power BI
Microsoft Access

Frequently asked questions

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How can I create an account on myQA.com?

There are a number of ways to create an account. If you are a self-funder, simply select the "Create account" option on the login page.

If you have been booked onto a course by your company, you will receive a confirmation email. From this email, select "Sign into myQA" and you will be taken to the "Create account" page. Complete all of the details and select "Create account".

If you have the booking number you can also go here and select the "I have a booking number" option. Enter the booking reference and your surname. If the details match, you will be taken to the "Create account" page from where you can enter your details and confirm your account.

Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.

How do QA’s virtual classroom courses work?

Our virtual classroom courses allow you to access award-winning classroom training, without leaving your home or office. Our learning professionals are specially trained on how to interact with remote attendees and our remote labs ensure all participants can take part in hands-on exercises wherever they are.

We use the WebEx video conferencing platform by Cisco. Before you book, check that you meet the WebEx system requirements and run a test meeting (more details in the link below) to ensure the software is compatible with your firewall settings. If it doesn’t work, try adjusting your settings or contact your IT department about permitting the website.

Learn more about our Virtual Classrooms.

How do QA’s online courses work?

QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course. When you book a QA online learning course you will receive immediate access to it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.

All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.

Learn more about QA’s online courses.

When will I receive my joining instructions?

Joining instructions for QA courses are sent two weeks prior to the course start date, or immediately if the booking is confirmed within this timeframe. For course bookings made via QA but delivered by a third-party supplier, joining instructions are sent to attendees prior to the training course, but timescales vary depending on each supplier’s terms. Read more FAQs.

When will I receive my certificate?

Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.

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