Advanced MS Excel Training (Level 1) - Customized for Sales | Insights Training
Microsoft Excel training

Advanced MS Excel Training (Level 1) - Customized for Sales

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

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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 training 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

Training methodology

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

Course Overview

Open a module to see its full coverage.

1. Part 1: Basic to Advanced MS Excel Functions
  • Review of Basics
  • Text vs Number Data Types
2. Part 2: Managing Data Using Excel Tools
  • Review of Basic Conditional Formatting
  • Formula-based Conditional Formatting (Target vs. actual)
3. Part 3: Using Copilot with Excel
  • What Copilot can and cannot do in Excel
  • Using Copilot to:
4. Part 4: Analyzing and Presenting Data Using PivotTables
  • PivotTable Fundamentals
  • Creating and modifying PivotTables (SKU and salesperson performance)
5. Part 5: Introduction to Macros (If Time Permits)
  • Understanding macro security and risks
  • Recording simple macros for repetitive tasks

Full course outline

View every topic from the source course outline.

View full outline

1. Part 1: Basic to Advanced MS Excel Functions

  • Review of Basics
  • Text vs Number Data Types
  • Making Absolute Ranges ($)
  • Text Functions
  • Concatenating texts
  • Extracting values from text (LEFT, RIGHT, MID)
  • Changing case (UPPER, LOWER, PROPER)
  • Accessory text functions (TRIM, VALUE, SUBSTITUTE)
  • Performing function combinations for complex formulas
  • 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.) (Sales tracking and target vs. actual)
  • Using wildcards
  • Shortening long formulas using arrays
  • Lookup Functions
  • Understanding VLOOKUP
  • Advanced VLOOKUP usage and limitations
  • Using XLOOKUP, INDEX and MATCH for flexible lookups (SKU and salesperson performance)

2. Part 2: Managing Data Using Excel Tools

  • Review of Basic Conditional Formatting
  • Formula-based Conditional Formatting (Target vs. actual)
  • Adding Data Validation to Tables (Sales and order tracking)
  • Creating Dropdown Lists
  • Numeric, date, and text validation
  • Summarizing Data using Subtotal Tool
  • Understanding subtotals vs totals
  • Grouping and summarizing datasets (Sales by channel and distribution reports)
  • Consolidating Data from Multiple Sheets (Data consolidation)
  • insights

3. 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 (Reporting and management reports)
  • Identify patterns and trends in datasets (Campaign and conversion results)

4. Part 4: Analyzing and Presenting Data Using PivotTables

  • PivotTable Fundamentals
  • Creating and modifying PivotTables (SKU and salesperson performance)
  • Refreshing data and changing sources
  • Grouping dates, text, and numeric fields (Inventory movement and sales by channel)
  • Enhancing Analysis
  • Creating PivotCharts and Simple Dashboards (Dashboards and management reports)

5. 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

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