Excel Intermediate

11-12 Feb, 2026, Concorde Hotel Kuala Lumpur

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Learn from the Best

Theresa Morgis
Microsoft Application Trainer

 

Theresa Morgis is certified Microsoft Trainer and a certified HRDF trainer. She has more than 20 years of training experience in Microsoft products. Theresa is well versed in Microsoft Application products: MS Excel, Word, and PowerPoint (Basic to Advance Level).

 

Her years of experience in this field has also encouraged her to develop and customize her own training materials and she occasionally customises specific course manuals upon requests.

 

Theresa has conducted training for CEO’s, vice presidents, directors, accountants, managers, secretaries, production operators and clerical staffs.

 

Her Clients include Shell Malaysia, ASTRO, Bolton Bhd, SMBC Bank, Pos Malaysia, TNB, Petronas, Honda, Ingram Micro, Maybank Bhd, Bank Simpanan Nasional, Telekom Malaysia, Nippon Oil, RHB Bank, Public Bank Bhd, CIMB, Hilton Hotel, Touch N Go, PLUS, Ansat Broadcast, Sunway University, Monash University, UNITAR, Ambank, Zuellig Pharma, HERO and more.

 

Venue Details

Concorde Hotel Kuala Lumpur
2 Jalan Sultan Ismail, 50250 Kuala Lumpur, Malaysia,
Phone : 03 2144 2200

https://kualalumpur.concorde hotelsresorts.com/

Contact us

Juliany,
03 2283 6109
juliany@ipa.com.my

Phoebe,
03 2283 6100
phoebe@ipa.com.my 

FOR CUSTOMISED IN-HOUSE TRAINING
Jane,
03 2283 6101
Jane@ipa.com.my

ADDRESS 
A-28-5, 28th Floor, Menara UOA Bangsar, 
No.5, Jalan Bangsar Utama 1, 
59000 Kuala Lumpur
www.ipa.com.my

FOCUSING ON
Module 1: Excel Customisation
Module 2: Introductions to Formulas & Functions
Module 3: Managing Large Worksheet & Workbooks
Module 4: Dynamic Data Range with Table
Module 5: Data Validation
Module 6: Criteria Based Functions
Module 7: Charting/Graphs in Excel
Module 8: Conditional Formatting
COURSE OBJECTIVE

This course is designed to help you move beyond basic Excel skills. You’ll learn practical techniques for preparing spreadsheets with formulas and generating a variety of reports. You’ll discover how to work efficiently with tables and manage large workbooks, making it easier to organize and analyze your data.

The course covers essential mathematical and statistical functions for accurate calculations. You’ll also learn to create and manage charts for effective data visualization, and apply conditional formatting to highlight important trends.

Finally, you’ll master data validation and criteria-based functions to ensure data quality and perform advanced analysis. By the end of the course, you’ll be equipped to handle complex Excel tasks with confidence.

AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Automating and customizing Excel tasks efficiently.
    Saving time on repetitive tasks, reducing manual errors, and increasing productivity.
  2. Using formulas and functions for data analysis.
    To summarize sales or performance data. Enables faster, more exact data analysis for better
    decision-making.
  3. Managing large workbooks and worksheets with ease.
    To organize monthly reports in a single file improving organization and making handling complex projects more manageable.
  4. Applying data validation and criteria-based functions.
    Ensures data accuracy and consistency, minimizing costly mistakes.
  5. Creating, formatting charts and applying conditional formatting to communicate trends
    and to visualize data.
    You will present data visually in a way that is easy to understand, making your reports more impactful
    and helping others quickly grasp key trends and findings.
WHO SHOULD ATTEND

This course is for Excel users who want to build upon their basic skills. Participants are required to prepare spreadsheet with formulas and subsequently generate variety of reports are the encouraged to attend this course.

Various techniques such as working with table, mathematical and statistical functions and large workbook management. The participants will also explore how to create and manage charts & conditional formatting functions.

*Prerequisite: To ensure success, each participant is expected to have basic skills with Microsoft Excel.

METHODOLOGY
This course is Instructor Led Training – interactive lectures which includes discussions and practical exercises
DAY 1
9:00

MODULE 1: EXCEL CUSTOMISATION

  • The Excel Interface
  • AutoFill
  • Custom Lists
  • Using the Fill Command
  • Flash Fill
10.45

MODULE 2: INTRODUCTIONS TO FORMULAS & FUNCTIONS

  • Understanding Relative References
  • Apply Absolute & Mixed References in formulas
  • Use basic formulas to summarize Table
    o Sum, Average, Max, Min
    o Count, Counta & Countblank Functions
1:00 Lunch
2:00

MODULE 3: MANAGING LARGE
WORKSHEET & WORKBOOKS

  • Using Multiple Windows
  • Custom Views
  • Manage Worksheet Tabs
  • Grouping and Ungrouping Worksheets
3:45

MODULE 4: DYNAMIC DATA RANGE
WITH TABLE

  • Create and Modify Table
  • Auto Filter
  • Apply and manage Slicer in Table
  • Sorting Data
5:00 End of Day 1

DAY 2

9:00

MODULE 5: DATA VALIDATION

  • Adding validation rules to cells to limit data input
  • Using data validation to create drop
    down lists
  • Managing invalid data
  • Customize Error Message
  • Remove data validation
10.45

MODULE 6: CRITERIA BASED FUNCTIONS

  • Sumif, Averageif & Countif
  • Sumifs, Averageifs & Countifs
  • Maxifs & Minifs (Office 2019 and above)
1:00 Lunch
2:00

MODULE 7: CHARTING/GRAPHS IN EXCEL

  • Create a Chart
  • Dynamic Table vs Range Data Charts
  • Modifying Chart elements
  • Understanding Dual Axis Chart
3:45

MODULE 8: CONDITIONAL FORMATTING

  • Applying Cell Highlighting
  • Applying Top, Bottom, and Average Rules
  • Applying Data Bars, Color Scales, and Icon Sets
  • Creating a Customized Rule Editing Rules
  • Prioritizing Rules Deleting Rules
5:00 End of Course