*REPEAT SESSION
This intermediate/advanced Excel session is designed for participants who already have a solid working knowledge of Excel and want to elevate their skills – this course is NOT for beginning users. We’ll explore tools and techniques that streamline workflows, improve accuracy, and prepare admins to handle larger, more complex datasets with confidence.
Participants will work with structured tables, multi-level sorting, advanced filtering, conditional formatting, nested formulas, and features like Flash Fill and custom lists. Building on those foundations, attendees will master PivotTables and PivotCharts, advanced functions including XLOOKUP, IFS, INDEX and MATCH, and dynamic array formulas such as FILTER, SORT, and UNIQUE. The session also covers Power Query for data cleanup, workbook security, and advanced chart customization to create polished, executive-ready reports.
Key Takeaways:
- Master structured tables, multi-level sorting, advanced filtering, and nested formulas
- Work with PivotTables and PivotCharts to quickly summarize, analyze, and present data
- Apply advanced functions including XLOOKUP, IFS, INDEX and MATCH, and dynamic array formulas
- Automate data cleanup using Power Query and create executive-ready reports
- Optimize productivity through Flash Fill, custom lists, and workbook security best practices
Technical Requirements:
- Solid working knowledge of Excel (NOT for beginning users)
Who Should Attend: Administrative Professionals with solid knowledge of Excel, ready to handle larger, more complex datasets. Not for beginning Excel users. This session is not for beginning Excel users.
Note: Copilot in Excel is not covered in this session. It will be covered in Chris Menard’s M365 Copilot session.
