Microsoft Online Excel Level 4 Training

Excel Level 4 online courses comprise of live, online moderated workshops using web conferencing software, e.g., Microsoft Teams or Zoom, Excel, and blended with self-directed study assignments after the training.

There is access to live, online tutor support throughout the course and email support afterwards. Pick from any of the 90-minute sessions.

We deliver Microsoft Excel online training for both Windows and Mac users.

Which online training session is right for you?

Choose from the three sessions summarised below or download the PDF outline at the bottom of the page.

If most of a team is reasonably proficient, they’re maybe just a few areas that need updating; a bespoke programme means tailored sessions matching current skill levels and work needs. You can choose from Excel Level 1, Excel Level 2, and Excel Level 3.

Excel Level 4 – Naming cells and further Lookup functions

Who should attend?

This session is for everyone who uses Excel and needs to expand their knowledge on general lookup functions and find out why naming cells can be a big time saver.

Training Requirements

Participants must be using Excel and be able to create simple formulae, use absolute cell references, e.g., $C$4 and have some experience of simple functions.

Aim

By the end of the session, you will be able to use Excel’s Lookup functions, e.g., Index()/Match() and HLookup(), and also use names to aid in formula creation and navigation.

What you will learn

  • Naming a cell or range of cells to make formulas easier to interpret and to troubleshoot
  • Use labels to quickly create named cells and how to edit/delete names
  • Combine named ranges with Vlookup() and HLookup()
  • Use Vlookup() or Hlookup() to return the closest match when using values
  • The advantages of using Index()/Match() rather than a Lookup formula

Excel Level 4 – Further Pivot table options and Pivot Charts

Who should attend?

This session is for everyone who uses Excel and needs to expand their existing knowledge on basic Pivot Tables.

Training Requirements

Participants must have some experience of building a Pivot Table using Filters, Columns, Rows, and Values.

Aim

By the end of the session, you will be able to use the full functionality of Pivot Tables and Pivot Charts to group data, create summary calculations, and work with slicers and timelines to construct dashboards.

What you will learn

  • Sorting and filtering data, e.g., creating a custom sort order
  • Grouping information by date, number, and text
  • Adding calculated fields and items
  • Control layout options to give different report layouts, e.g., tabular, compact and outline
  • Functions to summarise data, e.g., maximum value, % difference from
  • To use slicers and timelines to control Pivot tables and Pivot charts

Excel Level 4 – Validation, advanced filtering and database functions

Who should attend?

Anyone who uses Excel and wants to restrict data entry, e.g., create a drop-down box, extract information into a separate list and analyse a list with database functions.

Training Requirements

Participants must be confident in building simple formulae, use absolute cell references, e.g., $C$4, and have some experience of simple functions.

Aim

By the end of the session, you will be able to use database functions for summarising data, using criteria to extract data into a separate list, and apply validation rules to a range of cells.

What you will learn

  • To use an advanced filter to extract records into a new table
  • Apply database functions to a list to extract data based on specific criteria
  • Validate data using a drop-down box or restricting data to whole numbers
  • Create input and custom error messages for validation rules
  • Apply grouping/outlining to collapse and expand columns and rows

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