Microsoft® Excel: Level 2

1 days

This course is meant for those desiring to gain advanced skill sets necessary for calculating data using functions and formulas, sorting and filtering data, using PivotTables and PivotCharts for analyzing data, and customizing workbooks.


Microsoft Excel is a popular tool for creating spreadsheets, analyzing data, and charting information. This new version of Excel incorporates robust error checking, numerous file validation/verification tools, image editing, and Sparklines (charts within individual cells).

This Intermediate level is intended to help everyday users of Excel become more proficient by expanding their knowledge of functions, formulas, and new Excel features. This manual will also help more experienced users who have little to no experience with Excel and the ribbon interface.

Advanced File Tasks
This section teaches students how to use the Open and Save dialogs to create new files and folders. It also covers file types that are compatible with Excel, how to work with older file formats, and how to protect their workbook against accidental or intentional changes to the data. Finally, this section will discuss the many file management tools and checkers that are used to scan workbooks for personal information and compatibility issues.

Working with Functions and Formulas
In this section, participants will learn how to properly reference cells, use mathematical operators, and how to check their formulas for errors. This section also covers how to browse, insert, and use functions to perform complex mathematical operations. Students will learn how to use the IF function, use nested functions to perform multiple operations, and define and use range names. Finally, array formulas will be discussed.

Managing Tables
Tables are an important part of Excel because they inherently contain a lot of useful functionality, including sorting and filtering. This section teaches participants how to add and edit tables, edit table information, perform sort and filter operations, and even how to use Excel as a database.

Adding the Finishing Touches
This section details how to round off a spreadsheet by discussing how to check spelling and use the research pane to look up words, facts, and figures. Students will learn how to apply and use theme effects and create text boxes, pictures, and Clip Art. Basic image editing will also be discussed.

Showing Data as a Graphic
This final section will show how to turn data into informative visual aids. Students will learn how to add and edit SmartArt; how to add symbols, special characters, and equations; and also how to add and edit shapes. Finally, the new Sparkline feature will be discussed, showing participants how to add, edit, and customize these useful graphs-in-a-cell.


Section 1: Advanced File Tasks

  • Using Windows Explorer within Excel
  • Saving your Files
  • Using File Management Tools, Part One
  • Using File Management Tools, Part Two

Section 2: Working with Functions and Formulas

  • Using Formulas in Excel, Part 1
  • Using Formulas in Excel, Part 2
  • Exploring Excel Functions
  • Using Functions in Excel
  • Working with Names and Ranges
  • Working with Array Formulas

Section 3: Managing Tables

  • Working with Tables
  • Working with Records and Fields
  • Working with Tables and Filters
  • Using Excel as a Database

Section 4: Adding the Finishing Touches

  • Research Tools
  • Using Themes
  • Adding Text Boxes
  • Inserting Pictures and ClipArt
  • Editing Pictures

Section 5: Showing Data as a Graphic

  • Inserting SmartArt
  • Formatting SmartArt
  • Adding Symbols, Equations, and Shapes
  • Adding Sparklines
  • Editing Sparklines