Which level is right for you?
1 Aug 2026
Most of us use Excel every day, but we often only scratch the surface of what it can do. Whether you're self-taught or just haven't updated your skills in a while, we're here to help you close that gap and start working more efficiently.
Identifying your current level isn't just about a title, it’s about productivity. Moving from a Beginner to an Intermediate level is often the biggest 'lightbulb' moment for our delegates.
By learning how to automate logical decisions and handle data more efficiently, you can stop the tedious manual work and spend your time on what really matters
Before you begin the Excel skills assessment below, here is a summary of the benchmarks we use for our professional training modules:
- Beginner Level: Perfect for building foundational confidence. We'll cover core navigation, simple formulas, and how to make your sheets look professional.
- Intermediate Level: The 'Efficiency' stage. Master the logic behind Excel like IF functions, to stop the manual data entry.
- Advanced Level: The 'Analytical' stage. For those ready to master complex reporting using Pivot Tables, XLOOKUPs, and Macros.
Specialist Tracks: Beyond standard levels, tools like Power Query, VBA and SQL allow for deep automation and handling of massive corporate datasets.
Use this table to quickly identify which syllabus aligns with your career goals and current technical gaps.
| Level | Ideal For... | Key Topics | The Core Goal |
|---|---|---|---|
| Beginner | New users or those who are self-taught and want to learn the "correct" way. | Basic formulas, shortcuts, and sheet formatting. | Confidence: Build worksheets from scratch that actually work. |
| Intermediate | Users confident with the basics who want to eliminate manual data entry. | IF, tables and data validation, tables, conditional formatting and 3D Calculations | Efficiency: Handle larger datasets and automate logical decisions. |
| Advanced | Experienced users looking to master complex reporting and automation. | Pivot Tables, XLOOKUP, and recording/running Macros. | Mastery: Produce complex, automated reports and high-level analysis. |
| Specialist | Power users requiring deep automation or Big Data management. | Power Query, Data Relationships, and Intro to VBA. | Automation: Connect multiple data sources and build custom tools. |
The following 15 question Excel assessment is mapped directly to our 5 star rated course syllabuses and will help you to decipher your skills level and appropriate course.
- It’s Practical: These aren’t trick questions; they simply look at the real-world skills you use every day to see which syllabus matches your needs.
- It’s Fast: It takes approximately 2 minutes to complete.
- It’s Personal:You will receive an instant recommendation for the 1-day course that best fits your current gap.
Please Note: This assessment is intended as a guide to help you identify the M Training course most suited to your current skill level. While it measures core "threshold" skills, it is not a formal skills assessment.
If your score falls on the boundary between two levels, we recommend reviewing the full course outlines or speaking with our team for a personalised recommendation.
Not sure if you need a Beginner, Intermediate, or Advanced Excel course?
Our 15-question competency quiz is designed to benchmark your current skills against our official course modules.
By the end of this 2-minute assessment, you will receive a personalized recommendation on which level is right for you.
Whether you are an individual looking to upskill or a manager benchmarking for a team of 5 or more, this guide ensures you choose the most effective path to Excel mastery.
Training a team? If you have 5 or more people with similar needs, a Private Group Course is usually the best value. We can come to you, host you at our Manchester office or run a private session online. Get in touch
Once you have your results, you can explore the full course outlines and view upcoming dates for our classroom and online Excel courses or get in touch for more information.
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