Microsoft 365 Excel Intermediate Training Course

Name: Microsoft 365 Excel Intermediate Reporting Course
Availability: InStock

Build structured tables, reliable formulas, repeatable data preparation, PivotTable summaries, charts, and controlled recurring reports.

Microsoft 365 Excel Intermediate Training Course

At a glance

Duration: 1 Week
Format: Classroom
Cities: Langkawi, Zanzibar, Kuwait, Munich, Amsterdam, Chicago and more
Next session: 18 – 22 October 2026, Langkawi
Average fee: 5,800 €

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Microsoft 365 Excel Intermediate Reporting Course

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Overview

Microsoft 365 Excel Intermediate Reporting Course is a one-week course for business professionals, coordinators, administrators, and reporting staff who leave with a Reliable Recurring Report Workbook. Participants organize tables, build structured formulas, apply lookups, prepare source data, summarize results with PivotTables, and create charts with validation and protection controls. The course addresses inconsistent inputs, broken references, manual summaries, and unclear report updates. Agile Leaders Training Center develops Microsoft 365 Excel intermediate reporting practice.

Who Should Attend

Business support functions responsible for maintaining records and recurring reports
Coordination functions responsible for tracking activities, deadlines, and exceptions
Administrative functions responsible for structured lists, calculations, and document control
Reporting functions responsible for summaries, charts, and distribution
Operations functions responsible for performance data and routine decisions

The course assumes participants can enter, format, sort, and filter worksheet data and use basic formulas; it leaves out introductory navigation, relational modeling, macros, and advanced automation.

Departments and Industries

The course supports departments and industries that maintain operational records and recurring business reports.

Administration, finance support, sales operations, and project coordination
Human resources, procurement, customer service, and quality
Retail, logistics, manufacturing, and professional services
Healthcare, education, hospitality, and technology

Learning Objectives

By the end of this course, participants will be able to:

Build structured tables with controlled inputs and references.
Apply intermediate formulas and lookup methods to business records.
Use Power Query for repeatable cleaning and combination.
Build PivotTable summaries and decision-focused charts.
Evaluate workbook validation, protection, and refresh checks.
Build a recurring report workbook with handover guidance.

Course Agenda

Day 1: Structure Reliable Worksheets

Excel Table Design and Structured Reference Map
Data Type, Format, and Naming Checklist
Data Validation List and Input Message Pattern
Duplicate, Blank, and Exception Review Method
Workbook Sheet Purpose and Ownership Register

Day 2: Build Intermediate Formulas

Relative, Absolute, and Mixed Reference Decision Guide
IF, AND, and OR Business Rule Pattern
SUMIFS and COUNTIFS Criteria Calculation Template
XLOOKUP Match, Not-Found, and Return Pattern
Formula Trace, Error Check, and Test Log

Day 3: Prepare and Combine Data

Text, Date, and Number Cleaning Method
Remove Duplicates and Missing-Value Review
Power Query Source Connection and Type Profile
Merge and Append Transformation Flow
Query Refresh and Source Change Checklist

Day 4: Summarize and Visualize Reports

PivotTable Field, Layout, and Calculation Specification
Grouping, Sorting, Filtering, and Slicer Control
Chart Selection and Message Planning Matrix
Trend, Comparison, and Exception Display Pattern
Report Page Print and Distribution Checklist

Day 5: Practice Recurring Reporting

Exercise: Repair Table Structure and Input Controls
Exercise: Diagnose Formula References and Lookup Results
Exercise: Rebuild Data Cleaning and Refresh Steps
Exercise: Validate PivotTable and Chart Outputs
Capstone: Reliable Recurring Report Workbook

Practical Exercises

The course uses suggested activities based on administration, operations, sales, and service records.

Suggested activity: convert an unstructured list into a controlled Excel table with validation and ownership fields.
Suggested activity: build criteria calculations and XLOOKUP results with error tests and trace evidence.
Suggested activity: clean and combine source tables, then refresh a PivotTable report and chart.
Suggested activity: assemble a recurring report workbook with update, review, protection, and handover checks.

FAQs

Who suits Microsoft 365 Excel intermediate reporting training, and what does it assume?

Business support, coordination, administration, reporting, and operations functions suit the training. It assumes basic worksheet entry, formatting, sorting, filtering, and formulas.

How does Microsoft 365 Excel intermediate training differ from basic Excel training?

Intermediate training combines structured tables, conditional calculations, flexible lookups, repeatable data preparation, PivotTable summaries, chart decisions, and workbook controls rather than basic entry and formatting.

When should an intermediate Excel report use XLOOKUP?

XLOOKUP suits reports that match one field and return a related value while controlling missing matches and keeping the return column independent of its position.

Why use Power Query in an intermediate Excel reporting workflow?

Power Query records repeatable connection, cleaning, combination, reshaping, and refresh steps so recurring reports rely less on manual preparation.

How should teams maintain recurring Excel reports?

Teams should define owners, source locations, input controls, formula tests, refresh steps, report checks, protection rules, distribution points, and handover notes.

Conclusion

Participants take back a Reliable Recurring Report Workbook containing controlled tables, tested formulas, lookup rules, query steps, PivotTable summaries, charts, validation, protection, update checks, and handover notes. It changes manual report rebuilding into a defined reporting cycle. The workbook supports consistent preparation, review, refresh, and distribution.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Showing 61-74 of 74 events

Location	Dates	Duration	Mode	Price
Jakarta	Week 33, 2027 16 – 20 August 2027	1 Week	Onsite	€5,700
New York	Week 34, 2027 23 – 27 August 2027	1 Week	Onsite	€12,000
Trabzon	Week 34, 2027 29 August – 2 September 2027	1 Week	Onsite	€6,800
Manama	Week 35, 2027 5 – 9 September 2027	1 Week	Onsite	€4,700
Cape town	Week 35, 2027 5 – 9 September 2027	1 Week	Onsite	€4,500
Kuala Lumpur	Week 37, 2027 13 – 17 September 2027	1 Week	Onsite	€5,200
Singapore	Week 37, 2027 13 – 17 September 2027	1 Week	Onsite	€5,700
Dubai	Week 38, 2027 20 – 24 September 2027	1 Week	Onsite	€4,500
Barcelona	Week 39, 2027 27 September – 1 October 2027	1 Week	Onsite	€5,700
Madrid	Week 40, 2027 4 – 8 October 2027	1 Week	Onsite	€5,700
Athens	Week 40, 2027 4 – 8 October 2027	1 Week	Onsite	€6,700
Milan	Week 41, 2027 11 – 15 October 2027	1 Week	Onsite	€5,700
Baku	Week 42, 2027 18 – 22 October 2027	1 Week	Onsite	€5,000
Seoul	Week 42, 2027 18 – 22 October 2027	1 Week	Onsite	€10,000

Frequently asked questions

What does this course cover?

OverviewMicrosoft 365 Excel Intermediate Reporting Course is a one-week course for business professionals, coordinators, administrators, and reporting staff who leave with a Reliable Recurring Report Workbook. Participants organize tables, build structured formulas, apply lookups, prepare source data, summarize results with PivotTables, and create charts…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

Microsoft 365 Excel Intermediate Training Course