Intermediate level Excel skills include options and methods to manage and work data in an efficient way..

Some helpful Intermediate level Functions to know are

  • SUMIF: Finds a specific piece of information by matching it against criteria. 

  • VLOOKUP: Finds a value in a table and returns related information from another column. It's useful for combining data from different lists or comparing lists for missing or matching items. 

  • INDEX-MATCH: Returns a value in a column to the left. It's an alternative to VLOOKUP, which returns an appraisal from a column to the right. 

  • CONCATENATE: Joins information from different cells to make worksheets more dynamic. It's a powerful tool for financial analysts. 

  • IFERROR: Catches and handles formula errors, returning a custom message if an error is detected. 

  • COUNTIF: Counts cells within a specified range that meet a certain criterion. 

  • IF AND: Creates a new field based on constraints from an existing field. 

  • LEFT, MID, and RIGHT: Extracts parts of a text string. 

  • OFFSET: Can be combined with other functions like SUM or AVERAGE to build complex formulas. For example, you can use OFFSET to shift the cell reference around. 

Beginner level recap navigation & formatting of the worksheets, sorting, filtering, and basic calculation.

1 Beginner - Basic Workbook Skills

o   Moving around a worksheet

o   Navigating the workbook

o   Creating a workbook

o   Selecting cells and ranges

o   Opening, closing, and saving workbooks

o   Entering data into cells EX 9

o   Entering values into ranges

o   Entering multiple lines EX 11

o   Entering Dates, numbers, %, etc EX 12

2 Creating Formulas EX 30

o   Writing formulas in cells

o   Precedence EX 31

o   Using the Formula Bar

o   AutoSum and other basic functions EX 34

o   Automatic calculation EX 36

3 Working with Functions EX 127

o   Inserting Functions EX 131

o   Using the Paste Function tool

o   Absolute and relative cell references EX 118-121

o   Using range names in functions

o   Creating nested functions

o   Logical functions (SUMIF, COUNTIF) EX 151

o   The IF function and nested IFs

o   Using VLOOKUP

4 Working with Data

o   Sorting Data

o   Custom sorts

o   The Advanced Filter tool

o   Inserting Charts

o   Using the Chart Recommendation Feature

o   Editing Charts

o   Using Chart Tools

o   Using the Quick Analysis Tool

o   Add and Format Objects

5 Collaboration Tools

o   Protecting a workbook

o   Protecting worksheets and cells

o   Adding comments to cells

o   Sharing workbooks

o   Tracking changes

Materials

MS Excel Manual (2010)