Course Description

This one-day Excel 365 Level 2 course builds on foundational Excel skills and introduces learners to intermediate tools for analysing, managing, and presenting data. The course also introduces Microsoft Copilot as a supportive assistant to help explain formulas, summarise data, and improve productivity, without replacing core Excel skills.

Target Student

This course is designed for users who regularly work with Excel and want to improve their confidence with formulas, tables, charts, and data analysis. Ideal for business users who need to analyse and present data more effectively.

Pre-requisites

• Delegates should have completed Excel 365 Level 1 or have equivalent experience, including basic formulas, formatting, and worksheet navigation.

Core Learning Objectives

• Use intermediate formulas to analyse data accurately
• Work confidently with tables, charts, and conditional formatting
• Understand how Copilot can support Excel tasks safely and effectively

Course Outline

1. Advanced Formatting and Conditional Formatting

• Applying advanced conditional formatting rules
• Using Copilot to explain conditional formatting logic

2. Working with Excel Tables

• Creating and managing tables
• Structured references
• Using Copilot to summarise table data

3. Intermediate Formulas

• Logical functions (IF, IFS)
• Lookup functions (XLOOKUP)
• Using Copilot to suggest and explain formulas

4. Charts and Data Visualisation

• Creating and modifying charts
• Sparklines
• Using Copilot to recommend suitable charts

5. Sorting, Filtering, and Collaboration

• Advanced filtering
• Sharing and collaboration tools

Copilot Module (End of Day – approx. 45 minutes)

• What Copilot can and cannot do in Excel
• Writing effective prompts
• Validating Copilot outputs