Intermediate Excel Class - San Diego

This Excel class continues where the Intro class left off: we cover advanced formulas, link workbooks, and Pivot Tables.

Formula Syntax

Learn the proper use of these special characters in formula syntax:

Order of Operations

Understand how the Order of Operations affects formulas containing different types of math operators, and the proper use of inner and outer parentheses.

3D Formulas

Use 3D formulas to combine data from different worksheets within the same workbook or file.

Link Workbooks

Link cells from different workbooks (files) so you always see the latest information with automatic updates. Much better than the Copy and Paste approach.

Consolidate Data

Consolidate data from different worksheets and workbooks, even if the worksheets have radically different layouts.


Use Validation to improve the speed and accuracy of data entry. Set limits on what can be entered into a spreadsheet. Add drop-down lists and pop-up explanation boxes.

Pivot Tables

Learn to harness the power of PivotTables and PivotCharts to analyze large spreadsheets:

  • Create a PivotTable
  • Layout & Design
  • Copy a PivotTable
  • Move a PivotTable
  • Sort a PivotTable
  • Expand & Collapse Columns
  • Change PivotTable Report Layout
  • Include or Exclude Grant Totals and Subtotals
  • Functions (Sum, Average, Min, Max)
  • Change Data Source (change range of cells, use Access as data source, etc.)
  • Append (Add) Data to a Pivot Table
  • Convert Underlying Data into a Table
  • Use GetPivotData
  • Refresh Data
  • Group by Dates (Week, Month, Year)
  • Calculated Fields (Create, Edit, Delete, List Formulas, Change Solve Order)
  • Slicers (visual filters)

Group / Outline / Sort / Filter / Subtotal Data

Group and Outline spreadsheets to simplify them, apply multiple Sorts and Filters, and Subtotal data.

Formula Auditing

Evaluate formulas to discover and resolve errors. View Precedents and Dependents to better understand the relationships between different cells.


Create and edit a Workbook Template so you can base new spreadsheets on it - complete with formulas, functions, titles, borders, etc. This is better than the "File, Save As" approach.

Conditional formatting

Use Conditional Formatting to make important numbers stand out. Make negative numbers turn red automatically or change the background color of cells to highlight certain ranges of values. Make rows change color based on specific criteria.

Password Protect All or Part of Workbook

Password Protect an entire workbook or file to limit access and/or editing capabilities. Restrict editing to specific cells within a worksheet so users cannot alter other parts of the spreadsheet.

Excel Intermediate Training Reviews:

5/5 review stars
Rated 4.7/5 based on 543 student reviews.

It was awesome! I really liked Gene's style and the way that the information was presented on the second screen. At no point did I feel lost or confused. It was all step by step.
- Liz Henton, Sunrun

Loved this class! Very direct, interactive, and informative. I will be using these skills on a daily basis, and wish I had them years ago.
- Michelle Ashman, UCOP

Awesome Class. Will probably take another advanced class in the future. Thanks!
- Kyle Olsen, Kovaris

LOVED IT! Very helpful. The instructor was very engaging and kept up awake!
- Pippy Sou, The Presidio Group

The class was very informative. I am already quite proficient in Excel, but Sue was able to custom tailor the course for me to teach me a bunch of things I didn't know.
- Ben Bell, Hulu

Professional training for all education levels. This will helpful for my business. Thanks, Academy X!
- Denise Watts, Whimsical Living

This was WONDERFUL!! Made sense, built on itself, well-organized and detailed. I am especially glad that I can still reference the trainings from home or work with the assistance of the book if I need a "refresher".
- Angela Brooks, Sierra Donor Services, Oakland

Solid training taught by someone who knows her stuff.
- Kris Livingston,

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* Note: This class description is for Excel training in San Diego. We also offer Excel training in San Francisco, Sacramento, San Jose, and Los Angeles.