Microsoft Excel Training

Comprehensive Excel Master Class

Build end-to-end Excel capability across formulas, analysis, visualization, reporting, automation, and data modeling.

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Recommended duration2 or 3 Days — Adjustable

DeliveryOnsite / Venue / Zoom

FormatInstructor-led hands-on workshop

Connect Excel tools into one complete workflow.

This hands-on master class develops essential to advanced Excel capability—from formulas, logic, formatting, validation, and calculations to charts, PivotTables, dashboards, Macros, Power Query, PowerPivot, and selected Microsoft 365 functions.

Participants work through practical exercises that connect individual Excel tools into efficient reporting and analysis workflows.

Construct and troubleshoot formulas using text, logical, lookup, math, date, array, and error-handling functions.

Organize, validate, format, protect, and summarize worksheet data.

Build charts, PivotTables, PivotCharts, and dashboards.

Record simple Macros for basic task automation.

Combine, clean, model, and analyze data with Power Query and PowerPivot.

Apply selected Microsoft 365 functions where available.

Who this training is for

Regular Excel users seeking broad capability beyond basic spreadsheet operations
Analysts and reporting staff who clean, calculate, summarize, visualize, and present data
Finance, operations, HR, sales, administrative, and project teams working with recurring reports
Teams preparing to use PivotTables, dashboards, Macros, Power Query, or PowerPivot

Training methodology

The program combines live demonstrations, guided practice, structured walkthroughs, workplace-style datasets, individual exercises, and application workshops.

The two-day format is compressed and application-focused. The three-day format provides more time for guided practice, reinforcement, and additional activities.

Course Overview

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

Module 1: Review of Basic to Advanced MS Excel Functions

Text, logical, and lookup functions
Formula combinations for complex scenarios

Module 2: Performing Advanced Calculations

Conditional math, named ranges, and arrays
Date calculations and wildcard conditions

Module 3: Data Tab and Other Analysis and Formatting Tools

Formatting, validation, subtotals, and Text-to-Columns
Conditional formatting and worksheet security

Module 4: Data Visualizations with Charts

Basic, combination, sparkline, and special charts
Dynamic charts using INDIRECT

Module 5: PivotTables, Pivot Charts, and Dashboards

PivotTable reports, calculated fields, grouping, and slicers
PivotCharts and dashboard creation

Module 6: Error Handling

Understanding and solving formula errors
Using IFERROR

Module 7: Introduction to Automation using Macros

Macro security, recording, and assignment
Introduction to VBA

Module 8: Data Modeling using PowerPivot and Power Query

Importing, cleaning, and consolidating data
PowerPivot data models and PivotTables

Module 9: Using MS365 Functions in Excel

LET, TEXTSPLIT, IFS, and REGEXEXTRACT
LAMBDA, SCAN, MAP, BYCOL, and BYROW

Full course outline

Open the complete outline below to review or copy all detailed topics.

View full outline

Module 1: Review of Basic to Advanced MS Excel Functions
- Text Functions
  - Combining Texts (CONCATENATE)
  - Extracting Values from Texts (LEFT, RIGHT, MID)
  - Changing Case (UPPER, LOWER, PROPER)
  - Accessory Text Functions (TRIM, VALUE, SUBSTITUTE)
- Logical Functions
  - Basic IF Statements
  - Nested and Series IF Statements
  - Logic Statements with AND and OR
  - Complex Logic
- Lookup Functions
  - VLOOKUP
  - Advanced Usage of VLOOKUP
  - XLOOKUP, INDEX and MATCH
Module 2: Performing Advanced Calculations
- Math Functions
  - Basic Math Functions (SUM, AVERAGE, MAX, MIN, COUNT)
  - Named Ranges
  - Conditional Math Functions (COUNTIF, SUMIF, AVERAGEIFS, etc.)
  - Complex Math Functions Scenarios
- Handling Date and Time Problems
  - Calculating Working Days
  - Calculating Age and Other Date-Related Problems
- Shortening Long Formulas with Arrays
- Using Wildcards to Handle Complex Conditions
Module 3: Data Tab and Other Analysis and Formatting Tools
- Worksheet Formatting Tools (Sort, Filter, Format, Merge, etc.)
- Text-to-Columns
- Conditional Formatting
  - Basic Conditional Formatting
  - Formula-Based Format
- Data Validation
  - Basic Dropdown Menus and Cell Validations
  - Advanced Dropdown Menus
  - Advanced Data Validation Scenarios
- Subtotal Tool
- Worksheet Security: Locking Cells and File Passwords
Module 4: Data Visualizations with Charts
- Basic Charts Review
- Combination Charts
- Sparklines
- Using INDIRECT to Create Dynamic Charts
- Special Chart Types
Module 5: Analyzing and Visualizing Data Using PivotTables and Pivot Charts
- Basic PivotTable Features
  - Refresh and Change Data Source
  - Creating Calculated Fields
- Constructing Reports using PivotTables
  - Grouping Data
  - Using Slicers
- Creating Pivot Charts
- Creating Dashboards using PivotCharts
Module 6: Error Handling
- Understanding Errors in Formulas
- Solving Errors in Formulas
- Using IFERROR
Module 7: Introduction to Automation using Macros
- Understanding Macro Security
- Macro Recording
- Assigning Macros to Images and Buttons
- VBA Introduction
Module 8: Data Modeling using PowerPivot and Power Query (Combining and Analyzing Multiple Data Sources)
- Getting External Data using Power Query
- Basic Power Query Tools: Clean Up Tools
- Creating IF Statements in Power Query
- Linking Data from File to Power Pivot
- Consolidating Files in a Folder
- Data Modeling in PowerPivot
- Creating PivotTables from PowerPivot
Module 9: Using MS365 Functions in Excel (if available)
- Shortening Formulas using LET Function
- Using New Data Cleanup Functions: TEXTSPLIT, IFS, etc.
- Using New Efficiency Functions: LAMBDA, SCAN, MAP, BYCOL and BYROW
- Introduction to Data Extraction using REGEXEXTRACT

Version note: Power Query, PowerPivot, XLOOKUP, REGEXEXTRACT, and other Microsoft 365 functions depend on the Excel version and licensing available to participants.

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