Keith’s Training Hub

EXCEL INTERMEDIATE · FULL-DAY PRACTICAL

Turn a list into
a report you can trust.

Use a fictional order list to check totals, link a rate and make a chart. Keep the workbook as your example.

4 sessions · 16 short lessons · Optional checks · Fictional data only

Start the first lesson →Get your practice files

This is a separate guided programme. The existing short Excel intermediate course and its saved progress stay unchanged.

Before you start

You should be able to select cells, enter a simple formula and save a workbook. Need a refresher? Use Excel beginner first.

Practice workbook (.xlsx)Source workbook for linking (.xlsx)Whole course guide (.txt)
  1. Save the downloads in a practice folder. Keep the originals and work on copies.
  2. Open the main workbook’s Start here sheet. Orders!A1:I9 holds the eight fictional records. H:I are left for your formulas.
  3. Use Microsoft 365 desktop Excel for the fullest practice. Mac and web menus differ. Where a command is unavailable, use the worked example and move on.

No real payroll, pension or personal data. No macro, connection, paid upgrade or account sign-in is needed to read the course. The supplied workbooks have no pre-created external links. You create one only in the linking exercise.

All 16 lessons and the day programme

Welcome and setup: 09:30–09:40. Evaluation and close: 16:15–16:30.

The four session windows match the supplied programme. Lesson times below are approximate independent practice times. Facilitators can use the remaining time for demonstrations, questions and breaks, including lunch within Session 2.

SESSION 1 · 09:40–11:40

More functions

Count, total, classify and work with dates.

  1. Count matching orders with COUNTIF · 15 min
  2. Add matching costs with SUMIF · 15 min
  3. Use IF to label a result · 15 min
  4. Use TODAY without losing a reporting date · 15 min

SESSION 2 · 11:40–14:30

Managing datasets

Keep records together, find what matters and control new entries.

  1. Sort whole records safely · 15 min
  2. Sort by team, then amount · 15 min
  3. Put priorities in a custom order · 15 min
  4. Filter a list and restore every row · 15 min
  5. Make a safe dropdown with data validation · 20 min

SESSION 3 · 14:30–15:30

Linking

Reuse values across cells, sheets and files with clear checks.

  1. Link cells instead of retyping · 10 min
  2. Link sheets inside one workbook · 10 min
  3. Link a value from another file · 15 min
  4. Inspect, repair and safely remove a link · 15 min

SESSION 4 · 15:30–16:15

Charts

Choose a chart, label it and improve its design.

  1. Choose a chart for the question · 15 min
  2. Label the chart so someone else can read it · 15 min
  3. Improve the design without changing the message · 15 min

Final practical task and evaluation →

Preview the fictional practice dataset
Orders!A1:G9. Headers are row 1; amounts total £540.
Excel rowA · Order IDB · TeamC · ItemD · Amount (£)E · StatusF · Due dateG · Priority
2TR-101NorthWorkbooks120Open10 Nov 2026High
3TR-102SouthRoom hire90Closed12 Nov 2026Low
4TR-103NorthPrinting80Open5 Nov 2026Medium
5TR-104WestHeadsets60Open18 Nov 2026Low
6TR-105SouthPostage40Open7 Nov 2026High
7TR-106NorthRefreshments50Closed15 Nov 2026Medium
8TR-107WestCables30Open20 Nov 2026Medium
9TR-108SouthStationery70Open11 Nov 2026Low

No new learner account or progress record is created for this programme. Bookmark your lesson or keep a note in your workbook. Optional answers are not retained when you leave a page.