Microsoft Excel Intermediate
What you will be able to do afterwards
People arrive on an intermediate course having found a way to make Excel work. It does work. It just takes them four hours a month, involves a lot of copying and pasting, and breaks quietly whenever somebody adds a row. The skill gap at this level is rarely about features nobody has heard of. It is about a small number of ideas that change how you build a spreadsheet in the first place.
This day is those ideas, applied to work you actually do. You will spend as much of it building things as watching things being built.
Why learn it with us rather than free
There is a great deal of free Excel content and some of it is very good. What none of it can do is watch you work. At this level the thing holding you back is rarely a feature you have never heard of, it is a habit, and habits are almost impossible to spot in yourself. A video answers the question you thought to ask. A trainer looking over your shoulder for a day names the three you did not.
Free content also has no order to it. An afternoon on YouTube gives you six techniques from six different people, in six different styles, with no way of knowing which ones matter for the work in front of you or which are being demonstrated badly. A structured day puts them in the sequence that makes them stick, and the reason references come before PivotTables here is that everything downstream depends on getting them right.
It also gives you a person to ask a fortnight later, when the report you rebuilt does something you did not expect. That is the point at which self-taught Excel usually reverts to the old method, and it is why three months of trainer support is included rather than sold separately.
What the day covers
Five modules across one day, with hands-on practice in every one. The order is deliberate. References and structure come first, because everything after them depends on getting those right, and most of the problems people bring to this course trace back to one of the two.
Teaching accounts for roughly half the day. The other half is you working in Excel, with the trainer available.
Working confidently with Excel data
Strengthen your understanding of how Excel handles data and calculations, so your spreadsheets behave predictably rather than surprising you.
- Review of spreadsheet structure and best practice
- Understanding relative and absolute cell references
- Working safely with existing spreadsheets
- Avoiding common structural mistakes
- Preparing data for analysis
Using formulas and functions effectively
Move beyond basic calculations and start using Excel’s built-in functions properly, including the logical and text handling that removes most manual work.
- Logical functions such as IF
- Nesting functions safely
- Working with text, numbers and dates
- Understanding function syntax
- Troubleshooting formula errors
Managing and analysing data
Get your data into a state where Excel can actually work with it, then interrogate it properly rather than scrolling and squinting.
- Structuring data for analysis
- Sorting data using multiple criteria
- Advanced filtering techniques
- Removing duplicates
- Identifying common data quality issues
Summarising and visualising information
Turn a long list into an answer, and then into something you can put in front of someone else without it being misread.
- Creating summaries using functions
- Introducing PivotTables for simple analysis
- Creating clear, meaningful charts
- Choosing the right chart for the data
- Avoiding misleading visuals
Improving efficiency and reliability
Finish by making the work stick: less manual effort, a structure that copes with growth, and a file other people cannot accidentally break.
- Reducing manual effort
- Using Excel tools to work faster
- Designing spreadsheets that scale
- Protecting formulas and key data
- Final checks before sharing work
Who this course is for
A good fit if you are
Not the right course if
What is included
About the hands-on time
Roughly half the day is you working in Excel rather than watching someone else work in Excel. At this level that ratio matters more, not less. Watching a nested IF being written is straightforward and slightly hypnotic. Writing one from a blank cell, getting it wrong, and finding out why is the part that transfers back to your desk.
Online delegates need a second screen or a device to watch the session on while working in Excel. One laptop screen split between the trainer’s demonstration and your own workbook makes for a frustrating day, and we would rather tell you that in advance than on the morning.
Three ways to take it
Online
Live with a real trainer and a small group, scheduled regularly. Same trainer, same exercises and same courseware as the classroom. £249 per person excluding VAT, or three interest-free instalments of £99.60 with Klarna.
In person
Small cohorts at our UK training venues, on machines set up and ready, which suits people who would rather not wrestle with their own laptop while learning something new. Classroom prices vary by venue and are published against every date in the schedule above, so you can compare a classroom date with the online course before you decide rather than waiting on a quote. Brierley Hill is £299 per person excluding VAT.
Onsite / closed
At your offices, using your own version of Excel and, if you want, your own reports as the worked examples. At intermediate level this is often the strongest option, because the whole team ends up structuring data the same way, and the monthly report stops being one person’s private knowledge. Best value for four or more. Ask for a quote.
Self-paced (Launching soon)
On-demand modules to work through at your own pace. Register your interest and we will let you know when it goes live.
What it costs to not do it
The cost at this level is not that people cannot do the work. They can. It is that the work takes far longer than it needs to, and the organisation has stopped noticing, because the time disappears into a hundred small jobs that each look reasonable on their own.
Somebody spends the first two days of every month rebuilding a report by hand, because the source data arrives in a slightly different shape each time and nobody has shown them how to handle that. A figure is wrong in a board pack for a quarter, because a formula was copied down and a reference moved, and the person who wrote it could not read it back well enough to spot it. A chart makes performance look worse than it is, and a perfectly good decision gets argued about for an hour. A capable analyst leaves, and it turns out the monthly numbers only ever existed inside their head and a workbook nobody else dares open.
None of that shows up on a budget line, which is exactly why it persists. One day and a couple of hundred pounds a head against a job someone repeats every single month is not a close call financially. Most delegates recover the cost the first time they run their own report after the course.
The problem at this level is almost never knowledge. It is habit.
Here is what we tend to see arriving on the morning of an intermediate course, and what has usually changed by the end of the day. If the left-hand column is uncomfortably familiar, that is the point, and you are in good company.
How it usually looks
How it looks by five o’clock
If none of the left-hand column applies and you already live in PivotTables, you are probably an Advanced delegate. If most of it applies but formulas still make you nervous in general, Essentials first is the better day. Ask us, and we will place you honestly.
Solid training that covered all the advanced features I needed. The pace was sometimes a bit fast, but the follow-up support helped fill in any gaps.
The course ends. The support does not.
Fundamentals courses have a particular afterlife. You go back to work, someone asks you a question because you are now the person who did the training, and you need a second opinion fast.
Trainer email support
Email our support team with the questions that come up as you apply it to your own reports. Not a ticket queue, and not a chatbot. The people who teach you, answering the thing you are actually stuck on.
The learner community
A private community for people who have trained with us, with a board for each technology. Ask questions, read what others have hit, and get answers from our trainers and other delegates. Your access does not expire when the three months do.
Where this fits
The Excel learning pathway
Three courses, in order. Most people take Essentials and Intermediate a few weeks apart, then come back for Advanced when they have a reason to.
Excel Essentials
Structure, navigation, formatting, your first formulas, sorting and filtering, and printing. The foundation everything else is built on. No prerequisites at all.
Excel Intermediate
Where Excel starts to give you the time back: references that hold, logical and text functions, clean data, PivotTables and charts that make the point.
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Ask before you book
Tell us what you can already do in Excel and we will tell you which of the three courses to book. Getting this wrong is the single most common way a training day gets wasted, and it takes two minutes to avoid.
Onsite & closed courses
For four or more people, onsite is usually better value, and we can teach on your own version of Excel using your own reports as the examples. At this level it is also the fastest way to stop the monthly report living inside one person’s head.
Not sure whether you are Intermediate or Advanced, or want it for your team?
These are the two conversations we have most often about this course. One is someone working out whether they are an Intermediate delegate or ready for Advanced. The other is someone with six, twelve or thirty people to train, asking what a private course would look like.
Both start the same way. Tell us where you are and a trainer will come back to you, usually the same working day.
If Intermediate is right for you, we will say so. If you would spend the day waiting for everyone else to catch up, we will tell you that instead, even though it is the same money to us and a wasted day to you.
Prefer to talk? Call +44 121 269 8660
What you get that you will not get everywhere
Small groups, real practice
Half the day is you in Excel, not watching a screen share. At this level the gap between watching a formula and writing one is the whole point.
Trainers who use it for real
Our trainers spend the rest of the week building and fixing spreadsheets for clients. When you ask why yours is slow, you get an answer from experience rather than from the manual.
Real prices, published
Every course shows its price and what is included. No “contact us for pricing”, no surprises.
We say when not to book
If you are past this level we will point you at Advanced, and if you are not there yet we will point you at Essentials, rather than take your money for the wrong day.
Solid training that covered all the advanced features I needed. The pace was sometimes a bit fast, but the follow-up support helped fill in any gaps.
The instructor was fantastic. Suzanne really knew her stuff and made complex formulas easy to understand
Absolutely brilliant course! I’ve been using Excel for years but had no idea it could do half of what I learned.
Julie is very good in her delivery and has a lot of knowledge about the program, which helps immensely.
Thank you Julie
The course material was clear and easy to understand with good examples of how the tools could be used.
The instructor was very knowledgeable and covered a lot of material during the day.
I really enjoyed this course, and learnt a lot even though I’ve been using Excel for years! Also, doing this in an online classroom (via Teams) wasn’t the barrier that I was expecting it to be.
Read before you book
Teams we have trained
Upcoming dates
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Oct
21
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Microsoft Excel IntermediateLive Online 09:00 – 17:00 |
£249.00 |
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Nov
11
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Microsoft Excel IntermediateLive Online 09:00 – 17:00 |
£249.00 |
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Dec
02
|
Microsoft Excel IntermediateLive Online 09:00 – 17:00 |
£249.00 |
|
Oct
21
|
Microsoft Excel IntermediateLive Online 09:00 – 17:00 |
£249.00 |
|
Nov
11
|
Microsoft Excel IntermediateLive Online 09:00 – 17:00 |
£249.00 |
|
Dec
02
|
Microsoft Excel IntermediateLive Online 09:00 – 17:00 |
£249.00 |
Frequently asked questions
Am I the right level for the Microsoft Excel Intermediate course?
You are ready if you can write a formula from a blank cell, format numbers without changing the values underneath, and sort a list. If formulas are something you copy from a colleague and edit hopefully, start with Excel Essentials instead. If you already build PivotTables comfortably and want automation, you are ready for Excel Advanced. Tell us what your typical day in Excel looks like and we will place you honestly.
What are the prerequisites for the Microsoft Excel Intermediate course?
You should have completed an Excel foundation course, or have used Excel regularly for a year or more, and be comfortable with basic formulas, formatting and file management. No coding experience is needed and none is involved.
What is an intermediate level Excel user?
An intermediate Excel user can build and adapt their own formulas rather than copy them. In practice that means understanding the difference between relative and absolute cell references, using logical functions such as IF, working with text and date functions, structuring data so it sorts and filters reliably, and summarising it with PivotTables and charts.
What does an intermediate Excel course cover?
An intermediate Excel course covers the ground between writing basic formulas and automating work: cell referencing, logical functions such as IF, nesting functions safely, text, number and date handling, troubleshooting formula errors, structuring and cleaning data, sorting and advanced filtering, removing duplicates, summarising with functions and PivotTables, and choosing charts that present data honestly. Vantage 365 covers all of it in one day.
What is the difference between Excel Essentials, Intermediate and Advanced?
Essentials covers understanding Excel: structure, navigation, formatting, writing and copying formulas, sorting, filtering and printing. Intermediate is where the time comes back: cell references that hold when copied, logical and text functions, cleaning and filtering data, first PivotTables and clear charts. Advanced covers PivotTables in depth, Power Query, advanced functions and automation. Most people take the first two a few weeks apart and return for Advanced when a specific need appears.
What is the difference between a relative and an absolute cell reference in Excel?
A relative reference changes when you copy a formula and an absolute reference does not. A1 is relative, so copying it down a column gives A2, then A3. $A$1 is absolute and always points at the same cell. Mixed references such as A$1 lock only the row or only the column. This single idea causes more broken spreadsheets than anything else at intermediate level.
Why do my Excel formulas break when I copy them?
Almost always because a reference is relative when it should be absolute. When you copy a formula, Excel shifts every relative reference by the same number of rows and columns you moved it, so a formula pointing at a fixed rate or a lookup table ends up pointing somewhere else entirely. Locking the reference with dollar signs, using the F4 key, fixes it.
When should you use VLOOKUP or XLOOKUP in Excel?
Use a lookup function when you need to pull a value out of another table rather than retype it, for example matching a product code to a price. XLOOKUP is the modern replacement: it is easier to write, it can search in any direction, and it does not break when someone inserts a column. VLOOKUP still appears in a great many existing workbooks, so it is worth being able to read both.
How long does it take to become an intermediate Excel user?
With training, about a day, followed by a few weeks of applying it to real work. Without training most people take far longer, or never quite get there, because what holds people back at this level is usually a habit rather than a gap in knowledge, and habits are very hard to spot in yourself.
How much does the Microsoft Excel Intermediate course cost?
The scheduled online course is £249 per person excluding VAT. Classroom courses are priced by venue and start at £299 per person excluding VAT, with the price published against every date. Both include the courseware, exercise files, a quick reference guide, a certificate of completion and three months of trainer support. Private onsite training for a team is quoted separately.
Can I pay for Excel Intermediate training in instalments?
Yes. The online course can be paid in three interest-free instalments of £99.60 using Klarna, offered at checkout. That is the full £298.80 including VAT split into three, with nothing extra to pay. Klarna's own terms apply and acceptance is subject to status. If you would rather be invoiced, or your employer is paying, Vantage 365 can raise an invoice against a purchase order instead.
Is there a certification or exam at the end of Excel Intermediate?
No exam. Microsoft Excel Intermediate is a practical skills course taught on Vantage 365 courseware, and you receive a certificate of completion rather than a Microsoft certification. If a formal Microsoft credential matters to you, ask us and we will talk you through the Microsoft Office Specialist route.
Which version of Excel is the Excel Intermediate course taught on?
Microsoft Excel for Microsoft 365 on Windows, which is the version most organisations now run. Almost everything applies to older perpetual versions such as Excel 2019 and Excel 2021, and to Excel for Mac, with small differences in where features sit on the ribbon and which newer functions are available. Tell us when you book if you are on something different.
What do I need for the online Excel Intermediate course?
A computer with Excel installed and a reliable connection. We strongly recommend a second screen, or a separate device to watch the session on, so that you can follow the trainer and work in your own workbook at the same time. Trying to do both on a single laptop screen makes for a frustrating day.
Do I need to prepare anything before the Excel Intermediate course?
No. Everything is provided, including exercise files built to look like real reports rather than artificial data. If there is a particular task you are hoping to solve, tell us when you book and we will pass it to the trainer. Working through your own workbooks in detail suits a private onsite course, where the whole day can be built around your files.
Can Vantage 365 run Excel Intermediate training for my team?
Yes, and for a team it is often the better option. Onsite and private virtual deliveries use your own version of Excel and your own reports as the worked examples, and a team that structures data the same way stops producing five versions of the same monthly figure. Onsite is usually better value from four people upwards. Call 0121 269 8660 to talk it through.
What should I do after the Microsoft Excel Intermediate course?
Rebuild one real report with what you have learned within the first fortnight, because that is what makes it stick. After that, Excel Advanced is the natural next step for people who spend most of their week in spreadsheets. If your reporting is straining Excel, or several people need the same numbers at once, DP-605 is our one-day introduction to Power BI.








