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\Advanced MS Excel Training (with Copilot*)
Level 1

This course is designed to build strong, practical Excel skills for professionals who regularly handle data but want to work faster, cleaner, and with more confidence. Participants move from core Excel functions to structured data analysis, while also learning how Microsoft Copilot can support formula building, data interpretation, and productivity—without replacing fundamental Excel thinking.

Excel 2007, Excel 2010, Excel 2013, Excel 2016, Excel 2019, Office 365, Microsoft 365
*Copilot only available to certain versions

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

• Apply text, logical, math, and lookup functions from basic to advanced levels to clean, transform, and analyze datasets
• Use Excel tools such as Conditional Formatting, Data Validation, Subtotals, and PivotTables to manage and summarize data effectively
• Build and interpret PivotTables and PivotCharts to extract insights from structured datasets
• Leverage Copilot to accelerate formula creation, explain existing formulas, suggest data analysis approaches, and reduce manual trial-and-error—while still validating results independently

Who This Course Is For

• Office professionals, analysts, supervisors, and managers who work with Excel regularly
• HR, finance, operations, sales, and admin staff handling reports and datasets
• Users with basic Excel knowledge who want to move toward structured analysis and smarter workflows
• Teams transitioning to Microsoft 365 and beginning to use Copilot alongside Excel

Methodologies

1. Hands-on, scenario-based exercises using realistic business datasets to reinforce practical application of formulas, tools, and PivotTables.
2. Guided Copilot-assisted workflows, where participants compare manual Excel solutions with AI-supported suggestions to build speed without sacrificing accuracy.

Course Outline

Part 1: Basic to Advanced MS Excel Functions

• Text Functions
  • Concatenating texts
  • Extracting values from text (LEFT, RIGHT, MID)
  • Changing case (UPPER, LOWER, PROPER)
  • Accessory text functions (TRIM, VALUE, SUBSTITUTE)
• Logical Functions
  • Basic IF statements
  • Nested and series IF statements
  • Combining conditions using AND and OR
• Math Functions
  • Core math functions (SUM, AVERAGE, MAX, MIN, COUNT)
  • Named Ranges for readability and control
  • Conditional math functions (COUNTIF, SUMIF, AVERAGEIFS, etc.)
• Shortening long formulas using arrays
• Lookup Functions
  • Understanding VLOOKUP
  • Advanced VLOOKUP usage and limitations
  • Using XLOOKUP, INDEX and MATCH for flexible lookups

Part 2: Managing Data Using Excel Tools

• Formula-based conditional formatting
• Data Validation
  • Dropdown lists
  • Numeric, date, and text validation
• Subtotal Tool
  • Understanding subtotals vs totals
  • Grouping and summarizing datasets

Part 3: Using Copilot with Excel

• What Copilot can and cannot do in Excel
• Using Copilot to:
  • Explain existing formulas
  • Suggest formulas based on business questions
  • Summarize tables and PivotTables
  • Identify patterns and trends in datasets

Part 4: Analyzing and Presenting Data Using PivotTables

• PivotTable Fundamentals
  • Creating and modifying PivotTables
  • Refreshing data and changing sources
  • Grouping dates, text, and numeric fields
• Enhancing Analysis
  • Using slicers for interactive filtering
  • Creating PivotCharts for reporting and presentations

Part 5: Introduction to Macros (If Time Permits)

• Understanding macro security and risks
• Recording simple macros for repetitive tasks
• Identifying tasks suitable for basic automation

Related Courses

Advanced Excel Level 2

Extensive MS Excel

Basic MS Excel

​Macros and VBA Programming

​Excel for Data Analytics

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