Training Overview

Managing your data is a key to success in any business and Microsoft Excel, if used correctly, can be an exceptionally robust tool for storing, managing and examining your data.

The Working with Microsoft Excel – Level 2 workshop is targeted towards individuals who are familiar with the basics of Excel but wish to deepen or refresh their base of knowledge.

This workshop will give participants the skills and confidence they need to find success with Microsoft Excel.


On completion of this training, you should be able to:

  • Create complex formulas and functions beyond the basics
  • Work with lists and tables
  • Analyze data for better interpretation and reporting
  • Visualize data with charts and tables
  • Audit worksheets to find errors

Intended Audience

This course is for individuals who are familiar with the basics of Excel and who wish to learn additional functions and tools to more fully organize and analyze their data.

Session Information

  • 1-day instructor-led session or two 3-hour web-based live online
  • Optional follow up Coaching Session to reinforce learning
  • Customised options for shorter in-house training are also available

Level 2 – Units

Section 1: Creating Advanced Formulas

  • Apply Range Names
  • Use Specialized Functions

Section 2: Analyzing Data with Logical and Lookup Functions

  • Use Logical Functions
  • Use Lookup Functions
  • Use Date Functions
  • Conditional formatting with formula

Section 3: Organizing Worksheet Data with Tables

  • Create and Modify Tables
  • Sort and Filter Data
  • Create a custom list (new)
  • Create Slicers (new)

Section 4: Visualizing Data with Charts

  • Create Charts
  • Modify and Format Charts
  • Create a Trendline

Section 5: Auditing Worksheets

  • Trace Cells
  • Troubleshoot Invalid Data and Formula Errors
  • Watch and Evaluate Formulas
  • Create a Data List Outline

Additional Materials

  • Enrollment in our Monthly LearningLink Newsletter
  • Lifetime Support
  • A Free Follow-up 30-minute Coaching Session

Follow-up Coaching

There is a key difference between learning and knowing. Learning is the process of being taught the material while knowing is about internalizing and retaining it. If at any point after a session you feel the need for more support in knowing the lessons taught to you, a free 30-minute coaching session is available to you on request.