Excel for Expert Users

CPD certified course

Excel for Expert Users is now CPD certified.

CPD or Continuing Professional Development is an essential, recognised approach to helping you keep your skills and knowledge up to date. It supports conscious and pro-active learning and demonstrates commitment towards your role or profession.

Course Overview

What you will learn

By the end of this expert level Excel course, you will be able to:

• Compare lists of data for similarities and differences
• Cross reference information from specific rows and columns in a table of data using VLOOKUP, HLOOKUP, INDEX and MATCH
• Make your Lookups and Indexes more powerful using other functions such as, XLOOKUP
• Use Dynamic Array Functions

Public dates will be taught in the latest version of the software as 2 consecutive half-days.

For private group sessions, this will be taught as either a two-day course if your learners have the latest version of Excel, or as a one-day course (consisting of sessions 1 and 2 only) if your learners do not have the latest version of Excel. Please get in touch for more information and availability.

Course timetable

Session 1: Comparing lists of data

• Using =
• Using the Exact Function
• Using IF
• Using a Lookup Function
• Using Conditional Formatting
• How to use the Today() function
  

Session 2: Looking up data

• VLOOKUPs
  • VLOOKUP (wildcards and the Column Function)
  • VLOOKUP and IFERORR
  • VLOOKUP using two criteria
  • VLOOKUP, Range Names and Match
  • VLOOKUP and Indirect
• HLOOKUP, Range Names and Match
• Index
  • Index (one way lookup)
  • Index (two way lookup)
• Index and Match
• Data validation using Index and Match

Session 3: XLOOKUP

• The Benefits of XLOOKUP vs VLOOKUP and HLOOKUP
• Using XLOOKUP instead of VLOOKUP/HLOOKUP with IFERROR
• Using XLOOKUP instead of INDEX and MATCH
• Why using a Nested XLOOKUP can be useful

Session 4: Dynamic Arrays (saying goodbye to Ctrl+Shift+Enter)

• Unique
• The Spill Error
• Sort
• SortBy
• Filter
• Extracting records between 2 dates (using Filter)
• Sequence

Public dates will be taught in the latest version of the software as 2 consecutive half-days.

For private group sessions, this will be taught as either a two-day course if your learners have the latest version of Excel, or as a one-day course (consisting of sessions 1 and 2 only) if your learners do not have the latest version of Excel. Please get in touch for more information and availability.

Information for Mac users

If you are a Mac user, please let us know when booking. If the course is held in the classroom at Happy, the training is held on PCs so we recommend that you bring your Macbook with you (we are not able to provide an additional monitor). For online training, please let us know when booking and you can use your Mac as normal. We provide a PDF with shortcuts for Mac users and your trainer will refer to this throughout the training.

The Small Print

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for 2 x half-days starting at 9:30am each day.

All learners will need to install Zoom on their machines. Full technical requirements are on the Zoom website. Your link will be included in your joining instructions once you have booked your place — if you haven't received this email then please contact our team.

Learners should log into the training session 10 minutes before the start time to ensure that they have downloaded and set up Zoom correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals.

Your active participation is expected: everyone will be heard and seen throughout, just as they would be if we were in a room together. To be heard, hear and seen you will need a microphone, speakers and camera – if you have a modern laptop that’s all you will need. Remember, you’ll need a quiet place to call from and a decent internet connection is a must.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

For classroom sessions

All public classroom sessions take place at Happy's HQ in London at Robert Dolan House, 9 Alie Street, London E1 8DE. Please see our Contact Us page for full directions and a PDF map.

The course will run from 10am to 1pm. Please be careful to arrive by 9.45am for registration and refreshments. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 30 minutes late you may be asked to leave and attend another day.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

For Mac Users

If you are a Mac user, please let us know when booking. If the course is held in the classroom at Happy, the training is held on PCs so we recommend that you bring your Macbook with you (we are not able to provide an additional monitor). For online training, please let us know when booking and you can use your Mac as normal. We provide a PDF with shortcuts for Mac users and your trainer will refer to this throughout the training.

The happy Guarantee

We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please get in touch with our Customer Services team within 30 days of the course. We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.