EX-201 · Microsoft Excel

Microsoft Excel Intermediate

One day to stop doing things the long way. Most people at this level are not missing features; they are missing the handful of ideas that make Excel do the work instead of you. This is that day.
1 day
Level: Intermediate
Assumes basic Excel
Online · in person · onsite
Hands-on throughout
4.7 out of 5 stars (based on 6 reviews)

From £249 (ex VAT)

per person, online. From £349 in person.
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Klarna & Clearpay available. Pay in 3 or spread the cost.

WHAT IS INCLUDED
One day with an experienced Excel trainer
Vantage 365 courseware and exercise files
Hands-on practice in every module
A quick reference guide to take away
Certificate of completion for your LinkedIn profile

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.

Understand what a relative and an absolute reference really are, and stop formulas breaking the moment you copy them
Write logical formulas with IF, and nest functions without ending up with something nobody can read back
Work confidently with text, numbers and dates, including the joins, splits and conversions that usually get done by hand
Read a formula error properly and work out what Excel is objecting to, rather than rebuilding the cell
Lay data out so it can be analysed, and recognise the layout choices that quietly prevent it
Sort on several criteria, filter with more precision than the drop-down arrow, and remove duplicates safely
Summarise data with functions, and build your first PivotTables to answer questions in seconds
Choose the right chart for the point you are making, and avoid the ones that mislead people without meaning to
Build spreadsheets that survive other people, with formulas protected and a sensible structure underneath
Bring the questions, not the files. There is nothing to prepare and nothing to send us. The exercise files are built to look like the work people actually do, so the techniques land in a context you recognise. If there is something specific you are trying to do back at your desk, say so on the day and the trainer will show you the approach, and if you would like it covered in the demonstrations, tell us when you book so we can pass it on in advance.

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.

MODULE 1

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
Module 2 · lab

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
Module 3

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
Module 4 · lab

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
Module 5 · lab

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

Comfortable typing, formatting and adding things up, but you write formulas by copying what worked last time
Spending hours a month on a report that you suspect should take minutes
Doing the joining, splitting and re-typing of data by hand, because you have never been shown the function that does it
Aware that PivotTables exist, and quietly avoiding them
Inheriting spreadsheets from colleagues who have left, and afraid to change anything in case it breaks
Producing charts that technically work but never quite land in the meeting
Coming straight from Excel Essentials, ideally within a few weeks while it is fresh
Self-taught over several years, and beginning to suspect the habits are the problem rather than the knowledge

Not the right course if

You are not yet confident writing a basic formula or formatting without breaking your data. Start with Excel Essentials
You already build PivotTables comfortably and want Power Query, advanced functions and automation. That is Excel Advanced
Your reporting has outgrown spreadsheets and needs to refresh on its own. Look at PL-300 Power BI Data Analyst
You need someone to build or rescue a specific spreadsheet for you. That is consultancy, not training, and we can help with that separately
Prerequisites: you should have completed a Microsoft Excel foundation course, or have been using Excel regularly for a year or more. In practice, the test is simpler than that. You should be able to write a formula of your own, format cells without changing the underlying values, and sort a list. No coding experience is needed, and none is involved. If you are not sure whether you belong on Essentials or Intermediate, tell us what you can already do, and we will tell you honestly. Booking the wrong level wastes your day, and we would rather move you than take the money.

What is included

One full day of instructor-led training, online, in person or onsite at your offices
Vantage 365 courseware, written for this course rather than adapted from a generic manual
Exercise files to work in during the day, which are yours to keep and practise with afterwards
A quick reference guide covering the functions, shortcuts and techniques the course uses
Small groups, with time for questions during every practice session
A certificate of completion for your LinkedIn profile and your training record

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 honest version

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.

Before

How it usually looks

Formulas that break when copied, so the fix is to write them out again row by row
Dollar signs used by superstition, added and removed until the number looks right
Manual joining and splitting of names, codes and dates, done by hand every month
An error message treated as a dead end, so the cell gets deleted and rebuilt from scratch
Duplicates found by eye, and filtering that stops at the drop-down arrow
PivotTables avoided, and the same answer produced with a long column of SUMIF you half trust
Charts chosen by whichever looks nicest, with a truncated axis nobody meant to be misleading
A workbook only one person dares open, because nothing in it is protected
After

How it looks by five o’clock

One formula written once and filled across a whole sheet, because the references are right
Absolute and relative understood, deliberately chosen rather than guessed at
Text, number and date functions doing in one step what used to be an afternoon
Errors read and diagnosed, so you know whether it is the syntax, the data or the reference
Data cleaned properly, duplicates removed safely and filters that answer a real question
PivotTables built in under a minute, and rebuilt differently when the question changes
Charts chosen for the point being made, and checked for the things that mislead
A workbook that survives other people, with formulas protected and the structure obvious

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.

4.7
4.7 out of 5 stars (based on 6 reviews)

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.

Paul James
After the course

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.

After the course

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.

Then, for as long as you want it

The learner community

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.

Start Here

Excel Essentials

Structure, navigation, formatting, your first formulas, sorting and filtering, and printing. The foundation everything else is built on. No prerequisites at all.

Then go further

Excel Intermediate

Then go deeper

Excel Advanced

PivotTables, Power Query, advanced functions and automation. The point at which colleagues start asking you how you did that.

See the whole Excel pathway →

Related courses

Others in Microsoft Office

Not sure it is the right fit?

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.

Training a team?

Onsite & closed courses

Ask us

Not sure whether you are Intermediate or Advanced, or want it for your team?

No hard sell · A real trainer replies · We will tell you if you do not need us

Prefer to talk? Call +44 121 269 8660

Why train with us

What you get that you will not get everywhere

01

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.

02

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.

03

Real prices, published

Every course shows its price and what is included. No “contact us for pricing”, no surprises.

04

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.

Reviews
4.7
4.7 out of 5 stars (based on 6 reviews)
What delegates said after taking Excel Essentials with us.
October 20, 2025

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.

Paul James
October 20, 2025

The instructor was fantastic. Suzanne really knew her stuff and made complex formulas easy to understand

James
October 20, 2025

Absolutely brilliant course! I’ve been using Excel for years but had no idea it could do half of what I learned.

Sarah M
June 30, 2025

Julie is very good in her delivery and has a lot of knowledge about the program, which helps immensely.

Thank you Julie

Sally
June 30, 2025

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.

Zoe C
June 29, 2025

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.

Matt Weston
Our clients

Teams we have trained

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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.

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