Microsoft® Excel a Step Up from Introduction – Stage 2

Half-day course (3 hours)

About this course

This lively half-day course is the second-step in becoming proficient in Excel. It focuses on teaching the smart ways to quickly update, analyse and format Excel data. Follow along with the trainer as you become proficient at creating effective worksheets.

This is the next step on from our half-day course ‘Excel – Getting Started’.

This course is suitable for anyone who is already knowledgeable in the basics of using Excel and is ready for the next step to becoming a proficient user of Excel. This course is definitely for you if …

  • You want to be confident in writing complex calculations
  • You want to learn the most popular Excel functions and features that will allow you to understand how others have created calculations in shared workbooks
  • You want to reduce time spent cross-referencing and updating your data
  • You want to learn how to use Excel functions to save time sorting, filtering and analysing data


Proficiency in creating, formatting, editing, saving and printing an Excel workbook. This includes the ability to create basic formulas and use the SUM function.

Learning objectives

This hands-on rapid course takes you through the most popular time-saving features of Excel. Practice files are supplied for use during the training and for use post-training, allowing you the opportunity to repeat the exercises again in your own time.

By the end of this course you should be able to confidently:

  • Understand how to fix complex formulas when you don’t receive the result you had expected
  • Save time by updating data using grouping and linking between worksheets and workbooks
  • Sort and Filter large lists of data using advanced sorting features
  • Save time cross-referencing and fixing errors using Logical Functions

Follow on with our half-day course ‘Excel – Combining, Analysing and Reporting’.

If you are looking for an intermediate course that includes time to complete practical exercises please refer to our full day course Excel Time Saving Features.

Course Content

Dealing with unexpected results

  • Quick refresher on creating calculations in Excel
  • Understand why calculations can be displayed incorrectly.
  • Following the BEDMAS rule.
  • Learn quick tips for copying calculations; absolute addressing and named ranges

Working with data lists

  • Freezing titles so that they are still seen while scrolling
  • Prepare the data for sorting and filtering
  • Sort lists of data
  • Apply sorting levels (a sort within a sort)
  • Instantly insert sub-total and total rows to a table of sorted data
  • AutoFilter – using criteria to filter lists
  • Filtering tricks that save you time

Working with multiple worksheets/workbooks

  • Saving and formatting multiple worksheets at once
  • Copy and move data between worksheets and workbooks
  • Link information held in one worksheet to another
  • Link information between workbooks

Time saving functions

  • Learn how to insert, write and get help on functions in Excel
  • Find averages, highest value and lowest value using AVERAGE, MAX and MIN
  • Count how many items are in a range using the COUNT family of functions
  • Perform calculations only if a set criteria is met using the IF function
  • Total a range, but only include in the total values that met a set criteria using SUMIF
  • Work with ranges that contain errors using the IFERROR function

Attendance Certificate

Need proof of your Continuing Professional Development (CPD)? On completion of the session, by request, we will send you a “Certificate of Attendance” confirming your participation and the duration of the training session.

Course Duration

Workshop delivery consists of 3 hours hands-on tuition. Please note the duration is set for a maximum of 12 people. Individual coaching can be customised to suit. Please contact us to discuss.


Please refer to Price and Booking details below.

Need more information? Contact us today!


I would highly recommend. Sharyn catered our learning to our specific needs. Helpful in teaching us ways to cut out hours/shortening time.

Terri Simpkins – Higgins, Roading and Infrastructure Specialists

Price and Booking details

We bring the training to you…

That’s right! We don’t run scheduled courses. We come to your place of work.

Avoid traffic and parking hassles and learn at work. And if you don’t have a laptop, we can lend you one.

Price: $250 + GST per person, with a minimum booking of two people.

Please contact us to make a booking or for pricing if you would like to run this course for a large group or as personal coaching.