# Intermediate Excel for Business

Canonical URL: <https://training-nyc.com/courses/intermediate-excel>

## Overview

Go from beginner to experienced professional: summarize data with Pivot Tables, write advanced functions including VLOOKUP and XLOOKUP, and learn techniques to expedite your workflow. Split and join text, create dropdown menus, and sort and filter data. Use statistical formulas like COUNTIFS and SUMIFS to learn more about your data. At the end of this class, you'll unlock powerful techniques that will help you complete tasks more quickly.

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**Operating System Note:** A PC or Mac with Excel will be provided (choose your operating system at checkout). The instructor will present on a PC but will explain the differences for Mac students, and the class files clearly outline the differences.

## What you'll learn

- Navigation tricks & shortcuts
- Summarize data with Pivot Tables
- VLOOKUP & XLOOKUP functions
- Join and split text
- Create drop-down menus
- Sort & filter data
- Tricks to speed up workflow
- Logical functions: IF, AND, OR

## Prerequisites

Attendees must have beginner Excel skills equivalent to our [Excel Fundamentals course](/courses/excel-fundamentals), including basic functions and formulas, printing, formatting, basic charts, and tables.

## Curriculum

### Worksheet Management

#### Navigation

- Keyboard shortcuts that facilitate quick and easy navigation within cells

#### Formula Review

- Review various methods for completing calculations

### Working with Text

#### Splitting Text

- Use Text to Columns to split text into multiple cells

#### Joining Text

- Using Concat and the & (ampersand) to combine cells

### Cell Ranges

#### Paste Special

- Apply formats and perform calculations on selected cells

#### Paste Special Values

- Hardcode the answer to a formula or function

#### Named Ranges

- Assign a name to a range of cells to make it easier to reference those ranges in calculations

### Database Functions

#### VLOOKUP & XLOOKUP

- Use VLOOKUP and XLOOKUP to find information in cell range and return information from another cell range

#### Sort & Filter

- Use Sort & Filter to find and organize data in large databases

### Pivot Tables

#### Pivot Tables

- Create Pivot Tables to quickly summarize large databases

#### Pivot Tables & Grouping

- Group within Pivot Tables

#### Multiple Pivot Tables

- Create multiple Pivot Tables on a single worksheet

### Logical Functions

#### IF statements

- Use IF statements to return output based on the contents of another cell

#### AND, OR

- Tests to see whether multiple conditions are true

### Math Functions

#### SUBTOTAL

- Use SUBTOTAL function to sum/average/count values based on what is not filtered

### Statistical Functions

#### SUMIFS

- Use SUMIFS function to sum cells based on one or more conditions

#### COUNTIFS

- Use COUNTIFS function to count cells based on one or more conditions

### Improve Data Quality

#### Data Validation

- Restrict the type of data that can be allowed in a cell

#### Remove Duplicates

- Eliminate duplicate row data

### End of Class Project

#### Project

- End of class project to review key concepts from the class

## Schedule
- Jun 10, 2026 10:00am–5:00pm — NYC
- Jun 17, 2026 10:00am–5:00pm — NYC
- Jun 23, 2026 10:00am–5:00pm — NYC
- Jun 30, 2026 10:00am–5:00pm — NYC
- Jul 8, 2026 10:00am–5:00pm — NYC
- Jul 14, 2026 10:00am–5:00pm — NYC
- Jul 21, 2026 10:00am–5:00pm — NYC
- Jul 30, 2026 10:00am–5:00pm — NYC
- Aug 9, 2026 10:00am–5:00pm — NYC
- Aug 9, 2026 10:00am–5:00pm — NYC
- Aug 11, 2026 – Aug 13, 2026 — NYC
- Aug 12, 2026 10:00am–5:00pm — NYC
- Aug 25, 2026 10:00am–5:00pm — NYC
- Sep 2, 2026 10:00am–5:00pm — NYC
- Sep 9, 2026 10:00am–5:00pm — NYC
- Sep 15, 2026 – Sep 17, 2026 — NYC
- Sep 15, 2026 – Sep 17, 2026 — NYC
- Oct 4, 2026 10:00am–5:00pm — NYC
- Oct 14, 2026 10:00am–5:00pm — NYC
- Oct 20, 2026 10:00am–5:00pm — NYC

## FAQ

### What version of Excel does this course cover?

The instructors typically present using Excel 2019 or Office 365. However, you can also use Excel 2013 or 2016; the exercises and interface are compatible with what we teach (with some minor differences that the instructor will explain).

## Pricing

**Tuition:** $249