AUTOMATION+TRAINING - Intermediate Excel

D I F F I C U L T Y L E V E LBASIC | INTERMEDIATE | ADVANCED | PROFESSIONAL
Basic: Start from zero, learn the essentials and use the tools correctly with confidence.Intermediate: Designed for users who know the basics who want to sharpen their skills for work scenarios.Advanced: Built for power users who want to handle complex data, scenarios, and evolving requirements. Professional: Multiple-skilled training. Designed for users who want to use multiple methods to build business-ready solutions.

T A R G E T P A R T I C I P A N T SHR managers, project managers, revenue managers, finance managers, analysts, and administrative professionals who already use Excel regularly and want to work faster, cleaner, and smarter with modern Excel tools. Participants are expected to have basic Excel knowledge (formulas, simple lookups, basic charts).

L E A R N I N G O U T C O M E S

Upon completion of this course, participants will be able to:

Confidently use intermediate to advanced formulas

Build error-resilient and scalable worksheets

Perform multi-criteria analysis without helper columns

Apply dynamic array concepts to replace repetitive copy-paste workflows

Prepare data properly for reporting, analysis, and dashboards

Adopt best practices that reduce rework, errors, and manual effort

HRDC claimable.

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OUTLINE

1. Excel Foundations

Understanding the Excel interface (365 vs older versions)

Workbook vs Worksheet best practices

Efficient navigation & selection techniques

Formula references- Relative, Absolute, Mixed

2. Managing and Preparing Data Effectively

Separating source data from analysis and reporting data

Safely linking and updating data across worksheets and workbooks

Bringing data together from multiple sheets for reporting purposes

3. Formula Auditing

Trace precedents & dependents

Show formulas & error tracking

4. Formula Logic & Error Control

IF vs nested IF vs IFS

IFERROR (when to use it, when not to)

Logical combinations with AND / OR

COUNT, SUM, AVERAGE

Error-resilient formulas for shared files

5. Lookup Mastery (Old vs New)

VLOOKUP & HLOOKUP (legacy understanding)

XLOOKUP (modern default)

Multi-criteria lookups without helper columns

Lookup fallback logic (Plan A → Plan B → Plan C)

Designing lookup stacks that don’t break

6. Dynamic Arrays – The Game Changer

What are Dynamic Arrays?

Spill behavior explained (and controlled)

FILTER, SORT, UNIQUE

SEQUENCE for automation

Replacing copy-down formulas forever

Why helper columns are becoming optional

7. Grouping, Subtotals & Analysis Tools

Manual Grouping & Auto Outlining

SUBTOTAL vs AGGREGATE

Hidden rows & filtered data behavior

8. Charts & Visual Output

Preparing data properly for charts

Choosing the right chart (no more pie chart abuse)

Creating charts from the ribbon

Chart styles & formatting best practices

Custom chart templates

Copying charts to PowerPoint without distortion

9. Collaboration & Protection

Worksheet protection (specific ranges)

Workbook protection

Shared workbooks – risks & realities

Excel on the Web vs Desktop (what breaks, what survives)