BTMG USA Professional Training

MS Excel (Beginner → Intermediate)

Course Description

A practical, instructor-led Microsoft Excel course designed for professionals who want to build reliable spreadsheet skills—from clean data entry and formatting to formulas, functions, PivotTables, and reporting. Enterprise-ready, hands-on, and focused on real workplace tasks.

Duration and Format

  • 5 Days, 3 Hours/Day
  • Instructor-led (Theory + Hands-on)
  • Beginner Friendly

Course Fee

$699
Certificate Included

Key Features:

  • Instructor-led sessions
  • Hands-on exercises
  • Daily recap & knowledge checks
  • 70% Practice
  • Real Templates
  • Work-Ready Skills

Course Overview

Beginner-to-Intermediate Path

Start from the essentials and progress into formulas, functions, PivotTables, and reporting without guesswork.

Practical, Job-Focused Training

Learn with hands-on exercises using real business scenarios: clean data, analyze it, and present it clearly.

Reporting & Decision Support

Build confidence creating charts, PivotReports, and structured summaries suitable for leadership and stakeholders.

Course Objective

What This Course Delivers

A strong foundation in Microsoft Excel that supports day-to-day operational work, reporting, and analysis. Participants will move from clean spreadsheet fundamentals to intermediate capabilities including functions, structured tables, PivotTables, charts, and dashboards.

Teaching Approach

  • 70% hands-on practice with guided exercises
  • Live demonstrations + common mistake troubleshooting
  • Concept explanation → practice on realistic templates
  • Daily recap sessions + quick knowledge checks
  • Confidence building: participants explain steps and logic

Overall Learning Outcomes

Core Excel Skills

  • Navigate the Excel interface efficiently
  • Use clean data entry, formatting, and layout best practices
  • Understand relative vs absolute references

Formulas & Functions

  • Build formulas with correct order of operations
  • Use key functions: IF, SUMIF, COUNTIF, XLOOKUP/VLOOKUP
  • Work with text, date/time, and error-handling functions

Analysis & Reporting

  • Organize data with Tables, sorting, filtering, and validation
  • Create PivotTables and PivotCharts for summary reporting
  • Build charts and simple dashboards for decision-making

5-Day Curriculum (Instructor-Led)

Each day includes instruction + hands-on exercises. We keep it practical, structured, and workplace-relevant.

Day 1 — Excel Fundamentals & Spreadsheet Essentials

Objective: Build a strong foundation for working confidently in Excel.

  • Excel interface: ribbon, worksheet, workbook, quick access, navigation
  • Data entry best practices (text vs numbers, leading zeros, consistent formats)
  • Cells, ranges, fill handle, AutoFill, Flash Fill (intro)
  • Formatting: number formats, alignment, borders, styles, wrapping
  • Basic formulas: +, -, *, /, (), and order of operations
  • Relative vs absolute references ($A$1) and when to use them
  • Print & page setup basics (margins, scaling, headers/footers)

Outcome: Create clean spreadsheets and build correct formulas with confidence.

Day 2 — Essential Functions for Daily Work

Objective: Use Excel functions to automate calculations and logic.

  • Function basics: syntax, arguments, nested functions (intro)
  • Core math/stat: SUM, AVERAGE, MIN, MAX, ROUND
  • Logical functions: IF, AND, OR (with practical scenarios)
  • Conditional totals: SUMIF/SUMIFS, COUNTIF/COUNTIFS
  • Lookup concepts: exact match vs approximate match
  • XLOOKUP (preferred) + VLOOKUP (legacy support)
  • Error handling: IFERROR and common Excel errors (#N/A, #VALUE!)

Outcome: Build reliable spreadsheets using functions that reduce manual work.

Day 3 — Data Management, Cleaning, and Quality Control

Objective: Organize, validate, and clean data for accurate reporting.

  • Excel Tables: structured references, table styles, total row
  • Sorting & filtering (multi-level, custom lists, quick filters)
  • Conditional formatting (rules, duplicates, highlights, data bars)
  • Data validation (drop-downs, rules, input messages, error alerts)
  • Text cleanup: TRIM, CLEAN, LEFT/RIGHT/MID, TEXTSPLIT (if available)
  • Date/time basics: DATE, TODAY, NOW, formatting dates correctly
  • Named ranges and best practices for maintainable spreadsheets

Outcome: Prepare consistent, clean data that is ready for analysis.

Day 4 — Charts, PivotTables, and Summary Reporting

Objective: Turn raw data into clear summaries for stakeholders.

  • Chart selection: column, bar, line, pie (when to use what)
  • Chart formatting: titles, labels, axes, legends, readability
  • PivotTables: build, refresh, group, sort, filter
  • PivotTable calculations: values, % of total, running totals (intro)
  • Slicers and timelines for interactive filtering (where available)
  • PivotCharts for executive-ready summaries
  • Common reporting mistakes and how to avoid them

Outcome: Build professional summaries using PivotTables and charts.

Day 5 — Intermediate Productivity: What-If, Dashboards, and Automation Basics

Objective: Apply intermediate tools to create faster, more scalable Excel workbooks.

  • What-If Analysis: Goal Seek + basic scenarios
  • Advanced worksheet practices: protecting sheets, locked cells, safe sharing
  • Dashboard basics: layout, KPI cards, chart placement, consistency
  • Data import overview: CSV/text import (practical workplace use)
  • Intro to Power Query (concepts + simple cleaning steps, if available)
  • Automation basics: recording a simple macro (optional overview)
  • Final lab: build a mini report from raw data → cleaned table → Pivot → chart summary

Outcome: Deliver a complete Excel reporting workflow with intermediate productivity tools.

Frequently Asked Questions

Who should take this course?

Professionals and students who want to build strong, job-ready Excel skills for office work, reporting, and analysis—no prior experience required.

Is this course hands-on?

Yes. The training is designed with 70% practice, guided exercises, and real templates used in workplace scenarios.

Do I need any special software?

A laptop/desktop with Microsoft Excel installed is recommended. We also cover practical differences you may see across common Excel versions.

Will I get a certificate?

Yes. A BTMG USA course completion certificate is provided after successful completion.

Can my organization enroll a team?

Yes. Use the registration form below and select Corporate/Team.