Executive Master in Strategic Finance and Business Leadership

MS Excel Intermediate Course    

Course ID:   260525 0106 618ESH

Course Dates :          25/05/2026             Course Duration :   5   Studying Day/s   Course Location: London,   United Kingdom

Language:  Bilingual

Course Category:  Computer Science Programmes

Course Subcategories:

Advanced Excel & Modelling Data Analysis Data Science Information Systems Programming & Development Systems Architecture

Course Certified By:  ESHub CPD & LondonUni - Executive Management Training

* Professional Training and CPD Programs

Certification Will Be Issued:  From London, United Kingdom


Course Fees: 

VAT varies by course location and participant nationality.

Date has passed please contact us Sales@e-s-hub.com

Introduction

Microsoft Excel is a powerful business application for analysing data, producing reports, and supporting everyday decision-making. Beyond basic spreadsheets, intermediate Excel skills enable users to organise larger datasets, automate calculations, analyse information more efficiently, and present results in a professional format.

This five-day course builds on fundamental Excel knowledge and introduces intermediate tools used in modern workplaces. Participants will learn advanced formulas, data management techniques, conditional formatting, charts, PivotTables, and workbook management through practical business exercises that can be applied immediately.

Objectives

1. Apply intermediate Excel formulas and functions to analyse and manage business data efficiently.
2. Organise, sort, filter, and validate datasets to improve data accuracy and usability.
3. Create PivotTables, PivotCharts, and professional charts to summarise and present information effectively.
4. Manage multiple worksheets and workbooks using linking, protection, and auditing techniques.
5. Produce professional reports that combine calculations, visualisations, and formatted business data.

Who Should Attend

1. Administrative Professionals and Office Coordinators.
2. Finance, Accounting, and Payroll Officers.
3. Business Analysts and Reporting Specialists.
4. Project Coordinators and Operations Supervisors.
5. Anyone who has completed a beginner Excel course or has equivalent Excel knowledge.

Training Method

• Pre-assessment
• Live group instruction
• Use of real-world examples, case studies and exercises
• Interactive participation and discussion
• Power point presentation, LCD and flip chart
• Group activities and tests
• Post-assessment
If Applicable:
• Each participant receives a 7” Tablet containing a copy of the presentation, slides and handouts

Program Support

This program is supported by:
* Interactive discussions
* Role-play
* Case studies and highlight the techniques available to the participants.

Course Agenda

Daily Schedule (Monday to Friday)
- 09:00 AM – 10:30 AM Technical Session 1
- 10:30 AM – 12:00 PM Technical Session 2
- 12:00 PM – 01:00 PM Technical Session 3
- 01:00 PM – 02:00 PM Lunch Break (If Applicable)
- Participants are expected to engage in guided self-study, reading, or personal reflection on the day’s content. This contributes toward the CPD accreditation and deepens conceptual understanding.
- 02:00 PM – 04:00 PM Self-Study & Reflection

Please Note:
- All training sessions are conducted from Monday to Friday, following the standard working week observed in the United Kingdom and European Union. Saturday and Sunday are official weekends and are not counted as part of the course duration.
- Coffee and refreshments are available on a floating basis throughout the morning. Participants may help themselves at their convenience to ensure an uninterrupted learning experience Provided if applicable and subject to course delivery arrangements.
- Lunch Provided if applicable and subject to course delivery arrangements.

Week 1

Day 1 – Intermediate Excel Skills

1. Working with Large Worksheets
- Managing tables and datasets
- Freezing panes and split views
- Using named ranges

2. Intermediate Formulas
- IF, AND, and OR functions
- COUNTIF and SUMIF
- Nested formulas

3. Workbook Management
- Linking worksheets
- Referencing other workbooks
- Protecting worksheets and workbooks

Day 2 – Data Management

1. Sorting and Filtering
- Multi-level sorting
- Advanced filtering
- Custom sorting options

2. Data Validation
- Creating drop-down lists
- Applying validation rules
- Preventing invalid entries

3. Conditional Formatting
- Highlighting trends
- Using formula-based formatting
- Visual data indicators

Day 3 – Data Analysis

1. PivotTables
- Creating PivotTables
- Grouping and summarising data
- Applying calculated fields

2. PivotCharts
- Creating PivotCharts
- Filtering PivotChart data
- Interactive analysis using slicers

3. Data Analysis Tools
- Subtotals
- Consolidating data
- Using Quick Analysis

Day 4 – Professional Reporting

1. Advanced Charts
- Selecting appropriate chart types
- Customising chart elements
- Combining charts with business reports

2. Workbook Auditing
- Formula auditing tools
- Error checking
- Trace precedents and dependents

3. Printing Professional Reports
- Page layout and scaling
- Headers and footers
- Print area management

Day 5 – Practical Excel Reporting Workshop

1. Business Reporting Exercise
- Building an interactive report
- Applying formulas and PivotTables
- Creating professional charts

2. Data Analysis Exercise
- Analysing operational data
- Identifying business insights
- Presenting findings

3. Implementation Planning
- Applying intermediate Excel skills in daily work
- Improving reporting efficiency
- Course review, feedback and implementation planning

Executive Master in Strategic Finance and Business Leadership

Course Information

Introduction

Microsoft Excel is a powerful business application for analysing data, producing reports, and supporting everyday decision-making. Beyond basic spreadsheets, intermediate Excel skills enable users to organise larger datasets, automate calculations, analyse information more efficiently, and present results in a professional format.

This five-day course builds on fundamental Excel knowledge and introduces intermediate tools used in modern workplaces. Participants will learn advanced formulas, data management techniques, conditional formatting, charts, PivotTables, and workbook management through practical business exercises that can be applied immediately.

Objectives

1. Apply intermediate Excel formulas and functions to analyse and manage business data efficiently.
2. Organise, sort, filter, and validate datasets to improve data accuracy and usability.
3. Create PivotTables, PivotCharts, and professional charts to summarise and present information effectively.
4. Manage multiple worksheets and workbooks using linking, protection, and auditing techniques.
5. Produce professional reports that combine calculations, visualisations, and formatted business data.

Who Should Attend?

1. Administrative Professionals and Office Coordinators.
2. Finance, Accounting, and Payroll Officers.
3. Business Analysts and Reporting Specialists.
4. Project Coordinators and Operations Supervisors.
5. Anyone who has completed a beginner Excel course or has equivalent Excel knowledge.

Training Method

• Pre-assessment
• Live group instruction
• Use of real-world examples, case studies and exercises
• Interactive participation and discussion
• Power point presentation, LCD and flip chart
• Group activities and tests
• Post-assessment
If Applicable:
• Each participant receives a 7” Tablet containing a copy of the presentation, slides and handouts

Program Support

This program is supported by:
* Interactive discussions
* Role-play
* Case studies and highlight the techniques available to the participants.

Daily Agenda

Daily Schedule (Monday to Friday)
- 09:00 AM – 10:30 AM Technical Session 1
- 10:30 AM – 12:00 PM Technical Session 2
- 12:00 PM – 01:00 PM Technical Session 3
- 01:00 PM – 02:00 PM Lunch Break (If Applicable)
- Participants are expected to engage in guided self-study, reading, or personal reflection on the day’s content. This contributes toward the CPD accreditation and deepens conceptual understanding.
- 02:00 PM – 04:00 PM Self-Study & Reflection

Please Note:
- All training sessions are conducted from Monday to Friday, following the standard working week observed in the United Kingdom and European Union. Saturday and Sunday are official weekends and are not counted as part of the course duration.
- Coffee and refreshments are available on a floating basis throughout the morning. Participants may help themselves at their convenience to ensure an uninterrupted learning experience Provided if applicable and subject to course delivery arrangements.
- Lunch Provided if applicable and subject to course delivery arrangements.

Course Outlines

Week 1
Day 1 – Intermediate Excel Skills

1. Working with Large Worksheets
- Managing tables and datasets
- Freezing panes and split views
- Using named ranges

2. Intermediate Formulas
- IF, AND, and OR functions
- COUNTIF and SUMIF
- Nested formulas

3. Workbook Management
- Linking worksheets
- Referencing other workbooks
- Protecting worksheets and workbooks

Day 2 – Data Management

1. Sorting and Filtering
- Multi-level sorting
- Advanced filtering
- Custom sorting options

2. Data Validation
- Creating drop-down lists
- Applying validation rules
- Preventing invalid entries

3. Conditional Formatting
- Highlighting trends
- Using formula-based formatting
- Visual data indicators

Day 3 – Data Analysis

1. PivotTables
- Creating PivotTables
- Grouping and summarising data
- Applying calculated fields

2. PivotCharts
- Creating PivotCharts
- Filtering PivotChart data
- Interactive analysis using slicers

3. Data Analysis Tools
- Subtotals
- Consolidating data
- Using Quick Analysis

Day 4 – Professional Reporting

1. Advanced Charts
- Selecting appropriate chart types
- Customising chart elements
- Combining charts with business reports

2. Workbook Auditing
- Formula auditing tools
- Error checking
- Trace precedents and dependents

3. Printing Professional Reports
- Page layout and scaling
- Headers and footers
- Print area management

Day 5 – Practical Excel Reporting Workshop

1. Business Reporting Exercise
- Building an interactive report
- Applying formulas and PivotTables
- Creating professional charts

2. Data Analysis Exercise
- Analysing operational data
- Identifying business insights
- Presenting findings

3. Implementation Planning
- Applying intermediate Excel skills in daily work
- Improving reporting efficiency
- Course review, feedback and implementation planning