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Insights Training
Advanced Excel

Advanced MS Excel Training — Level 2

Solve complex reporting, analysis, data preparation, and automation problems using advanced formulas, modern Microsoft 365 functions, Power Query, Power Pivot, and PivotTables.

Join a Public ClassRequest Company Training

Handle complex workbooks with greater speed and control.

Designed for experienced Excel users who prepare reports, consolidate data, analyze transactions, and build reusable spreadsheet solutions.

Troubleshoot errors and build advanced logical formulas.
Apply flexible lookup and criteria-based calculations.
Use modern Microsoft 365 array and productivity functions.
Prepare data, build models, dashboards, and basic automations.

Course overview

A practical, instructor-led program with guided exercises and workplace examples. Open a topic to see the coverage.

Part 1. Review of Excel Functions
  • Review of Excel Functions
  • Quick Review of Excel Functions
Part 2. Advanced Logical Structures
  • Advanced Logical Structures
  • Combining AND and OR in One Formula
Part 3. Advanced Lookup Scenarios
  • Advanced Lookup Scenarios for XLOOKUP, INDEX/MATCH, INDIRECT
  • Looking Up Matrices using OFFSET
Part 4. Advanced Formulas
  • Advanced Criteria in SUMIFS, COUNTIFS, etc.
  • Dealing with Intermediate to Advanced Date Problems (Tenure, Ageing, etc.)
Part 5. Using Arrays to Shorten Formulas
  • Using Arrays to Shorten Formulas
  • Array 1: Merging Ranges within a Formula
Part 6. Using New MS365 Functions and Features in Excel
  • Using MS365 Functions in Excel
  • Shortening Formulas using LET and LAMBDA Function
Part 7. PowerPivot Data Modeling and Data Cleaning Tools
  • Connecting Data to Power Pivot
  • PowerPivot to Combine Tables into One Pivot Table
Part 8. Advanced PivotTable Customization
  • Creating Advanced Calculations in PivotTables
  • Creating Dashboards
Part 9. Introduction to Macros
  • Introduction to Macros
  • Understanding Macro Security

Full course outline

Review the complete legacy course outline, including all detailed subtopics.

View full outline
  • Part 1. Review of Excel Functions
    • Review of Excel Functions
    • Quick Review of Excel Functions
    • Troubleshooting Excel Error Messages
    • Solving Complex Problems in Excel
  • Part 2. Advanced Logical Structures
    • Advanced Logical Structures
    • Combining AND and OR in One Formula
    • Complex Nested IFs
    • Advanced Conditional Formatting (Formula-Based)
  • Part 3. Advanced Lookup Scenarios
    • Advanced Lookup Scenarios for XLOOKUP, INDEX/MATCH, INDIRECT
    • Looking Up Matrices using OFFSET
    • Using INDIRECT Function to Lookup Several Tabs
    • Creating Advanced Dropdowns using INDIRECT
    • Using Wildcards to Deal with Inconsistent Arguments/Lookup Values
  • Part 4. Advanced Formulas
    • Advanced Criteria in SUMIFS, COUNTIFS, etc.
    • Dealing with Intermediate to Advanced Date Problems (Tenure, Ageing, etc.)
    • Using Wildcards with SUMIFS
  • Part 5. Using Arrays to Shorten Formulas
    • Using Arrays to Shorten Formulas
      • Array 1: Merging Ranges within a Formula
      • Array 2: Merging Formulas into one Formula
      • Array 3: Combining Criteria in SUMIFS
  • Part 6. Using New MS365 Functions and Features in Excel
    • Using MS365 Functions in Excel
    • Shortening Formulas using LET and LAMBDA Function
    • Using Modern Functions: TEXTSPLIT, IFS, XLOOKUP, etc.
    • Maximizing the FILTER Function
    • VSTACK and HSTACK and Their Applications
    • WRAPCOLS and WRAPROWS Functions
    • Exploring New Charts in Excel
      • Map Charts
      • Waterfall Charts
  • Part 7. PowerPivot Data Modeling and Data Cleaning Tools
    • Connecting Data to Power Pivot
    • PowerPivot to Combine Tables into One Pivot Table
    • Introduction: Using PowerQuery to Extract and Fix Data from Other Sources
  • Part 8. Advanced PivotTable Customization
    • Creating Advanced Calculations in PivotTables
    • Creating Dashboards
    • Using PIVOTBY and GROUPBY Alternative to PivotTables
  • Part 9. Introduction to Macros
    • Introduction to Macros
    • Understanding Macro Security
    • Exploring Macro Security Settings
    • Macro Recording
    • Recording and Implementing Macros for Task Automation and Efficiency.

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Course List · Public Classes
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  • Home
  • Corporate Training
  • Public Class
    • 2027 Training Calendar
  • Course List
    • Excel Training >
      • Basic Excel
      • Intermediate MS Excel
      • Advanced Excel L1
      • Advanced Excel L2
      • Comprehensive Excel
      • Macros and VBA
      • Excel Data Analysis
      • Power Query
    • Data Analytics >
      • Data Analysis and Report Writing
      • Power BI Training for Beginners
      • Advanced Power BI Training
      • Excel Charting and Data Visualization
      • Dashboard Data Storytelling
      • Data Analysis and Interpretation for Better Business Decisions
    • AI Workshops >
      • AI for Office Productivity
      • AI for Content Generation
      • AI for Data Analysis
      • AI for Image and Video Generation
      • Practical AI Automation
      • AI for Automation: Working with AI Agents
      • AI for Supervisors and Leaders
      • AI for Trainers and Teachers
      • AI for HR Personnel
      • Google Gemini Training for Workplace Productivity
      • Microsoft Copilot Training
      • ChatGPT and Claude Training
    • Microsoft Office and Google Workspace >
      • MS Office Training: Excel, Word, PowerPoint
      • MS 365 Productivity: Outlook, OneNote, Teams, etc.
      • Fundamentals of MS Access Training
      • Managing Emails using MS Outlook
      • Google Workspace Productivity
      • Advanced Google Sheets
    • Creatives and PowerPoint >
      • Data Visualization and Storytelling
      • Basic to Intermediate PowerPoint
      • Advanced MS PowerPoint
      • Designing Business Presentations
      • Adobe Photoshop Fundamentals
      • Canva Design Training
      • Canva Level 2: Advanced Design, Collaboration and Automation
      • think-cell Training
    • Leadership and Management Skills >
      • Supervisory and Leadership Skills: Fundamentals
      • Coaching Your Team
      • Managing Using Metrics and Data
      • Essential Manager Skills
      • Coaching and Mentoring
      • Fundamentals of Project Management
      • MS Project Fundamentals
      • Earned Value Management
    • Risk, Safety and Qualit >
      • Hazard Identification, Risk Assessment and Determining Control
      • Risk Management Understanding Using ISO 31000New Page
      • ISO 9001:2015 and Amendment 1:2024 Quality Management System Understanding
    • Problem Solving and Workplace Improvement >
      • Critical Thinking and Decision Making
      • Creative Problem Solving
      • Change Management for Leaders
      • Conflict Resolution
      • Root Cause Analysis
      • Good Documentation Practice
      • Attention to Details
      • Design Thinking for Innovation
      • 5S Implementation in the Workplace
      • Train-the-Trainer: Facilitation Skills
      • Train-the-Trainer: Instructional Design
    • Professional Effectiveness >
      • Professional Presence and Workplace Etiquette
      • Social and Business Etiquette
      • Confidence Building for Workplace Success
      • Practical Tools for Time Management
      • Critical Thinking and Analytical Skills
      • Workplace Behavior & Maturity
      • Assertiveness Workshop
      • Influencing and Persuasion Skills
      • Work Attitude and Values Enhancement (WAVE)
      • Handling Difficult Conversations
      • Work Ethics and Reliability
    • Business Communication >
      • Effective Business Writing
      • Technical Writing
      • Grammar Essentials
      • Business Communication (Written and Oral Skills)
      • Ethical Communication in the Workplace
    • Sales and Customer Service >
      • Sales Skills: Handling Customers
      • Creating Effective Sales Presentations
      • Sales Negotiation Workshop
      • Consultative Selling Skills
      • Advanced Sales and Customer Engagement Skills
      • Negotiation Skills Workshop
      • Customer Service Training
      • Customer Service Training for Tech Support
      • Phone Etiquette: Handling Phone Conversations
      • Handling Irate or Angry Customers
      • Customer Relationship Management
    • Business Support Training >
      • Fundamentals of Employee Relations
      • Bookkeeping and Accounting for Non-Accountants
      • Strategic Talent Acquisition
  • Contact
  • Meet the Experts
    • Donnie Baje
    • Jan Francis Calinao
    • Sonny Soriao Jr
    • Vicente Caraig III
  • Request for Proposal
  • Other Services
  • Privacy Policy
  • Class Videos
  • Insights & Resources
  • Testimonials
  • Cancellation Policy