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Microsoft Excel – Advanced Level

Course Summary

This advanced-level course is structured for professionals who require in-depth Excel capabilities for reporting, analysis, and operational efficiency. The two-day program explores advanced formulas, data modeling techniques, dynamic dashboards, and practical tools for managing complex datasets.

Participants will also explore Microsoft Copilot and Generative AI tools integrated within Excel, including formula suggestion, smart data pattern recognition, and AI-assisted dashboard creation for decision support.

Learning Objectives

By the end of this course, participants will be able to:

    • Build dynamic, interactive dashboards using advanced Excel features

    • Automate calculations and error-checking using nested and array formulas

    • Create and manage complex PivotTables with slicers and filters

    • Use Power Query to clean, merge, and reshape large datasets

    • Apply data validation, advanced conditional formatting, and scenario tools

    • Use Microsoft Copilot and AI-enhanced features for insight generation and automation support

Target Audience

    • Analysts, finance teams, HR professionals, operations leads, and project managers

    • Individuals managing large or complex datasets on a regular basis

    • Professionals preparing reports, forecasts, or dashboards for senior management

Course Modules (Simplified Overview)

Participants will complete structured labs and business case scenarios across:

    • Advanced Formula Mastery
       Combine logical, lookup, array, and error-handling functions to streamline complex calculations and ensure accuracy.
    • Data Modeling with PivotTables and Beyond
       Build layered PivotTables with calculated fields, slicers, timelines, and dynamic filters to surface insights on demand.
    • Data Cleaning and Preparation with Power Query
       Automate and standardize messy data from multiple sources using Power Query’s powerful transformation tools.
    • Interactive Dashboards & Visualization Techniques
       Design user-friendly dashboards using named ranges, form controls, sparklines, and advanced chart customization.
    • Automation and Error Prevention
       Implement data validation, custom views, templates, and formula auditing tools to increase reliability in business-critical files.
    • AI-Augmented Productivity in Excel
       Use Microsoft Copilot to suggest next steps, generate quick visuals, explain anomalies, and guide decision-making through automated insights.

Learning Outcomes

Participants will be equipped to:

    • Build end-to-end Excel dashboards for executive reporting

    • Handle messy, inconsistent, or multi-source data with confidence

    • Integrate automation and validation into data workflows

    • Apply Generative AI to enhance productivity and reduce manual effort

Course Duration & Format

    • Duration: 2 Day
    • Mode: Physical / Virtual / Hybrid
    • HRDC Claimable: Yes

Trainer

Delivered by an experienced Microsoft Excel Specialist with practical consulting and training expertise in workflow automation, dashboard building, and strategic reporting across diverse industries.

Ready to Maximize Your Excel Capability?

Reach out to us today to schedule a private session for your team or check our public training calendar for upcoming dates. Custom versions available for finance, HR, logistics, or operational use cases.