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Advanced Excel Workshop – Reporting, Analysis & Automation

Master Excel like a pro with this intensive, hands-on workshop designed for professionals who want to streamline reporting, analysis, and automation. Led by a Microsoft Certified Excel Expert, this training upgrades your skills to handle data confidently and efficiently.

Course Overview

This intensive, hands-on training is designed for professionals who already use Excel but want to elevate their skills to an advanced level. Delivered by a Microsoft Certified Trainer, the course focuses on real-world business scenarios and automation techniques, enabling participants to work smarter, faster, and with greater confidence. 

  • Build fully dynamic dashboards using PivotTables, slicers, charts, and formulas 
  • Automate repetitive tasks with Macros and get introduced to Power Query 
  • Master nested functions like IF + AND + OR + IFS for complex logic 
  • Manage large data sets with powerful tools like Data Validation, Named Ranges, and Error Handling 
  • Learn the foundation of Excel Automation through Visual Basic for Applications (VBA) 

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Why Advanced Excel Skills Matter for Teams

Advanced Excel proficiency transforms manual work into automated systems — reducing human error, saving time, and increasing your team’s data handling power. It enables professionals to: 

  • Build interactive dashboards and reports 
  • Automate calculations and data clean-ups 
  • Handle large data efficiently 
  • Support business decisions with accurate data models 

Professionals with strong Excel skills are more productive, independent, and valuable to any business operation. 

Who Should Enroll?

This workshop is ideal for professionals who: 

  • Already use Excel but want to deepen their skills 
  • Create regular reports and dashboards 
  • Need to clean and combine data from various sources 
  • Want to automate repetitive Excel tasks 

Best suited for Sales, Finance, Admin, and Operations professionals who manage high-volume data and reporting tasks. 

What You'll Learn

The course is split across two days and is highly practical: 

Day 1 – Advanced Excel Formulas & Data Handling 

  • Nested Formulas: Combine IF, AND, OR, IFS for multiple conditions 
  • Data Validation: Create dropdowns, restrict input values, and prevent errors 
  • Named Ranges: Clean, structured formulas using defined data blocks 
  • Advanced Conditional Formatting: Apply logic-based formatting for live reporting 
  • Error Handling: Use IFERROR and other tools to manage formula risks 
  • Power Functions: MAXIFS, MINIFS, TEXT functions, CONCAT, etc. 
  • Multi-Sheet Formulas: Work across multiple tabs/files with ease 
  • Hands-On Practice: Apply learning with guided practice tasks 

Day 2 – Dashboards, Pivot Charts, Automation 

  • Excel Dashboards: Combine charts, PivotTables, slicers, & formatting 
  • Advanced Pivot Tables: Calculated fields, grouping, custom formatting 
  • Interactive Reports: Use slicers & timeline filters 
  • Basic Macros: Record & run Macros for repetitive tasks 
  • Introduction to Power Query: Combine, clean & reshape data 
  • Intro to VBA (Visual Basic for Applications): Understand how automation works in Excel 
  • Capstone Project: Build a mini dashboard with automation elements 

Why study with Train Point Institute?

We redefine Training by focusing on practical skills and real-world relevance. Here’s why we stand out as your ideal partner in professional development:

Meet Your Trainer

Certifications

Participants will receive a prestigious certificate upon completion.

Frequently Asked Questions (FAQs)

Professionals who already use Excel and want to take their skills to an advanced, practical level for reporting, dashboarding, and automation.

Yes, participants will receive a digital certificate from our certified training institute.

Absolutely. Participants will work on real-life datasets, guided by a Microsoft Certified Trainer, with plenty of exercises, case studies, and challenges.

Yes. We offer in-house training. Get in touch to discuss customized delivery at your location.

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