MS Excel Masterclass (Intermediate)

Learn at your own pace eLearning


This course is suitable for anyone who already has basic knowledge of Excel and wants to learn more.

Learning Outcomes

  • Work with spreadsheets, worksheets, and workbooks
  • Familiarise yourself with the Excel interface
  • Use keyboard navigation
  • How to copy and paste data statically
  • How to link a resource in Word dynamically to its source
  • How to choose between source or target document formatting
  • How to copy and paste data statically
  • How to link a resource in Powerpoint dynamically to its source
  • How to choose between source or target document formatting
  • How to insert the map chart into a worksheet
  • Setting the source data to the Geographic type
  • Constraining the map to regions or subregions
  • How to chain logical operators (IF, AND, OR, XOR)
  • How to format nested formulas in the formula editor
  • When to choose alternatives to nested formulas
  • How to use basic cashflow formulae such as PV, FV, IRR
  • The limitations of these formulae
  • How to use more complex formulae such as YIELD, PRICE
  • The importance of parameters such as day count convention
  • Other frequently-used formulae
  • How to password-protect at worksheet, spreadsheet and range level
  • How to set privileges for password-protected objects
  • How to import from text, web and database sources
  • Managing connections
  • Handling custom cell division/newline formats
  • What the Data Model is for
  • Adding a source to the Data Model
  • Installing the PowerPivot add-in
  • How to import tables into PowerPivot
  • Setting relationships between tables
  • Creating a pivot table from >1 related sources
  • How to synchronise pivot charts to >1 table
  • Starting up Goal Seek
  • identifying dependent and independent variables
  • Setting constraints
  • Enabling Solver on the toolbar
  • Identifying dependent and independent variables
  • Setting more complex constraint rules
  • How to create, name and manage scenarios
  • How to toggle between scenario outcomes
  • The possibilities and limitations of the manager

Course Content

Unit 1 – The Excel ecosystem and linking worksheets

Unit 2 – Exporting from Excel to Word

Unit 3 – Exporting from Excel to PowerPoint

Unit 4 – Advanced visualisation with maps

Unit 5 – Nested formulae

Unit 6 – Common financial formulae (Cashflows)

Unit 7 – Common financial formulae (Rates)

Unit 8 – Importing data into Excel

Unit 9 – Spreadsheet security

Unit 10 – The data model

Unit 11 – Pivot tables from multiple tables

Unit 12 – Advanced pivot charts

Unit 13 – What is analysis (Goal Seek)

Unit 14 – What if analysis (Solver)Unit 15 – What if analysis (Scenario Manager)

This Course Includes

  • Learn: 15 micro-learning on-demand videos
  • Check: 15 knowledge checks to validate understanding
  • Apply: 15 hands-on practical exercises and projects
  • Requirements: Access to a computer with an internet connection
  • Accessibility: Access on PC, mobile or TV
  • Certification: Certificate of completion with CPD record


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