Expert Excel Level 4: Formulas and Functions

In this expert level Excel course, you will be introduced to Basic Formulas, use Statistical and Logical functions, use Lookup and Reference Formulas, add Date and Time Formulas and learn about Efficiency Tips.

Course Overview

Designed for experienced users, this course dives deep into Excel’s most powerful formulas and functions—perfect for anyone looking to boost their analytical confidence and take spreadsheet skills to the next level.

 

Why take this course?

  • Unlock the full potential of Excel by mastering complex formulas and nested functions
  • Learn how to troubleshoot errors, work with arrays, and build robust spreadsheets
  • Great for professionals working with financial models, data analysis, or reporting

Who is it for?

This course is for confident Excel users who want to strengthen their formula knowledge and streamline their workflow with expert-level techniques.

 

Which Excel course is right for you?

Making sure you’ve booked the right course isn’t always easy, luckily we have a handy survey to help you decide.

And if you’re still unsure, call our friendly team on 020 7375 7300 and we’ll help you work out what you need.

Take Our Excel Survey

Duration

1 day

Classroom size

8 approx.

Location

Online | Classroom

Certificate

CPD Certified Certification

Experience

Advanced

What you will learn

  • Fix formulas using Absolute Cell References ($)
  • Use logical functions, such as COUNTIF to count cells that meet a certain condition
  • Use HLOOKUP function to look up values in the top row of the table
  • Use the CONCATENATE Function to join separate fields, such as FirstName and LastName
  • Calculate the number of days between two dates

Course Timetable

This course will be taught in the latest version of the software. We can train this in older versions if needed – please get in touch for more information and availability.

Session 1: Formulas and Functions Basics

  • Use Cell References
  • Copy a Formula without changing Cell References
  • Transpose a Formula
  • Copy and Paste Values
  • Quick Calculations

Session 2

  • Nesting Functions
  • Statistical and Logical Functions: COUNTIF, SUMIF, AVERAGEA, IF, ISERROR, Nested IF

Session 3: Lookup % Reference Formulas

  • Using VLOOKUP and HLOOKUP
  • Using INDEX and MATCH to Retrieve Data

Session 4: Text Formulas

  • Change Case of Text
  • Join Text from Multiple Columns
  • Combine Text and Formatted Numbers
  • Convert Imported Text Format into Numbers
  • Break Imported Date Field into Individual Columns
  • Substitute Text
  • Extract a Name Field into Three Columns

Session 5: Date and Time Formulas

  • Add a Number to Current Date to Get New Dates
  • Calculate a Period of Time Between Two dates
  • Perform Calculation with Time Fields

Session 6: Array and Database Functions

  • Array Formulas
  • Calculate the Difference Between MAX and MIN Values in an Array
  • Find Value in List
  • Use Frequency Function to Count Responses
  • Analyse Data in a Database

Ready to take the next step?

We are here to help!

This course is only available as a one-to-one or private group booking.

For pricing and availability, send us a message using the form, leave us a message on 020 7375 7300, or speak to an Account Manager straight away using our Live Chat service in the bottom right of your screen!

Testimonials From Happy Learners

Looking for Private Group Training?

If you have three or more learners, a private group training could be cheaper.

We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy’s HQ in Aldgate, Central London.

The Happy guarantee

We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please get in touch with our Customer Services team within 30 days of the course.

We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

Why Choose happy?

Because Happiness Works

Joy leads to success, every time,

Expert-Led & Hands-On

Our award-winning training isn’t just theoretical. It’s packed with practical tools you can use straight away.

B Corp Certified & Proud

We don’t just talk about impact — we live it. As a B Corp, we’re committed to making workplaces better for everyone.

Classroom or live online learning available

Both available for public and private dates.

The small print

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for a full day consisting of three 90-minute live online sessions with independent work in between. 

All learners will need to install Zoom on their machines. Full technical requirements are on the Zoom website. Your link will be included in your joining instructions once you have booked your place — if you haven’t received this email then please contact our team.

Learners should log into the session 10 minutes before the start time to ensure that they have downloaded and set up Zoom correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. Unfortunately you will be asked to leave and attend a different day if you arrive more than 15 minutes late for online sessions, and more than 30 minutes late for classroom sessions.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

For classroom sessions

All public classroom sessions take place at Happy’s HQ in London at Robert Dolan House, 9 Alie Street, London E1 8DE. Please see our Contact Us page for full directions and a PDF map.

The course will run from 10am to 4:45pm (lunch is served 1pm to 1:45pm — we offer a choice of 3 cold bowl dishes). Please be careful to arrive by 9:45am for registration and refreshments. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 30 minutes late you may be asked to leave and attend another day.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

FAQs

What if I have a Mac?

If you are a Mac user, please let us know when booking. If the course is held in the classroom at Happy, the training is held on PCs so we recommend that you bring your Macbook with you (we are not able to provide an additional monitor). For online training, please let us know when booking and you can use your Mac as normal. We provide a PDF with shortcuts for Mac users and your trainer will refer to this throughout the training.