Skill Development

Microsoft Excel Masterclass
Level 2 – Advanced

Microsoft Excel Masterclass

Level 2 – Advanced

Advanced MS Excel Features
Level Up Your Aptitude in Excel Using Advanced MS Excel Features
This training session is designed to help participants progress from everyday Excel users to confident and efficient Excel professionals. Participants will learn how to manage larger datasets, produce smarter and more dynamic reports, automate repetitive tasks, and apply advanced Excel features with greater confidence and accuracy.

Learning Outcomes

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

  • Use advanced Excel formulas confidently and accurately. 
  • Retrieve, match, and consolidate data effectively. 
  • Analyse large datasets quickly and efficiently. 
  • Build PivotTables and Pivot Charts for meaningful reporting. 
  • Create dynamic and executive-friendly management reports. 
  • Clean, transform, and structure data efficiently. 
  • Reduce manual reporting effort through smarter Excel techniques. 

Session Agenda

Module 1: Advanced Formula Techniques

Topics Covered:

  • Conditional functions, including IF() and nested IF() formulas 
  • Error handling using IFERROR() 
  • Multi-criteria calculations using SUMIFS() and COUNTIFS() 
  • Key text functions for data preparation and reporting
Module 2: Lookup and Data Matching Mastery

Topics Covered:

  • Traditional lookup functions 
  • Modern best-practice lookup approaches 
  • Powerful formula combinations for data matching 
  • Common lookup errors and how to avoid them 
Module 3: Data Cleaning and Smart Controls

Topics Covered:

  • Removing duplicates 
  • Using Text to Columns 
  • Creating data validation drop-down lists 
  • Protecting formula cells 
  • Using named ranges 
  • Applying Find and Replace professionally 
Module 4: PivotTables and PivotCharts

Topics Covered:

  • Building and structuring PivotTables 
  • Creating PivotChart reports 
  • Using interactive tools such as slicers and timelines 
  • Summarising data for faster business insight 
Module 5: Dashboards and Visual Reporting

Topics Covered:

  • Creating KPI summary sheets 
  • Selecting the most suitable chart types for business reporting 
  • Building dynamic charts 
  • Designing executive-friendly report layouts 
  • Applying traffic light indicators 
  • Using conditional formatting for dashboard reporting 
Module 6: Power Query Essentials

Why Power Query matters:

Manual copy-paste reporting is time-consuming and outdated. Power Query enables users to clean, combine, and refresh data efficiently with minimal manual effort.

Core skills covered:

  • Importing CSV and Excel data 
  • Cleaning and transforming columns 
  • Splitting text into structured fields 
  • Merging files 
  • Appending monthly data 
  • Refreshing reports with one click 
Module 7: Practical Exercises and Case Challenge

Participants will apply the techniques learned through practical, business-focused exercises.

  • Practical Lab 1: Create a procurement spend analysis
  • Practical Lab 2: Build an HR headcount dashboard
  • Mini Challenge: Analyse 5,000 rows of data and produce a management summary within 15 minutes.
Target Audience

This programme is designed for:

  • Professionals who already use Excel and wish to enhance their analytical capability, 
  • Improving reporting efficiency and strengthen their advanced productivity skills.

Face-to-Face / Live Interactive

3 hrs

Certificate of Participation

Interested in training or a tailored proposal? Let's discuss your organisation's needs.

Key Contacts

Dedicated professionals committed to your unique challenges.

Sylvie Greco

Sylvie Greco

Partner - IT Governance & Consulting
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Dhilagam Meunier

Dhilagam Meunier

Training Consultant
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