Get in Touch

Course Outline

Advanced Fundamentals + Introduction to AI in Excel

1. Advanced Data Formatting

  • Conditional formatting based on multiple criteria
  • Custom rules with formulas
  • Custom formats (Custom Format)

2. Efficient Work with Functions

  • Essential functions for calculations (SUM, AVERAGE, MIN, MAX, etc.)
  • Automating calculations through tables (structured references)
  • Dynamic ranges and modern functions (LET, LAMBDA – intro)

3. Data Validation and Accuracy Verification

  • Data Validation – complex rules
  • Dependencies/ dynamic lists
  • Error identification (Trace Dependents/Precedents)

**4. Introduction to AI in Excel

  • What Copilot can do in Excel
  • How to describe a task effectively (prompts for data and calculations)
  • Limitations + best practices

 

Data Analysis + Modern Functions + AI

1. Advanced Filtering and Sorting

  • Types of filters
  • Custom sorting
  • Filtering with the FILTER function (Excel 365)

2. Time and Date Functions

  • WEEKDAY, WORKDAY, DATE, EOMONTH
  • Automatic calendar generation
  • Term and scheduling calculations

3. Working with Smart Tables

  • Creating, using, and benefits of Table
  • Automatic calculation, totals, derived columns
  • Dynamic functions for data processing

**4. AI for Data Analysis and Transformation

  • Cleaning data with Copilot (deduplication, structuring, conversions)
  • Automatic formula generation based on descriptions
  • Identifying patterns and anomalies in datasets

 

Advanced Functions + LAMBDA + AI for Formulas

1. Advanced Text Functions

  • LEFT/RIGHT/MID, TEXTSPLIT, TEXTAFTER, TEXTBEFORE
  • Formulas for data standardization

2. Complex Logical Functions

  • IF / IFS
  • AND, OR, XOR
  • Nested functions vs simplification with LET

3. Modern Lookup Functions

  • XLOOKUP (complete replacement for VLOOKUP/HLOOKUP)
  • Lookup with multiple criteria

4. Advanced Functions with LAMBDA

  • Creating custom functions

**5. AI for Formula Generation and Explanation

  • “Write this formula for me”
  • Step-by-step explanation of complex formulas
  • Optimization of existing formulas
  • Formula generation with multiple criteria (advanced prompting)

 

Advanced Analysis, Pivot Tables, Charts + AI

1. Advanced Statistical Functions

  • SUMIF/SUMIFS, COUNTIFS, AVERAGEIFS

2. Pivot Tables – Advanced Level

  • Building a Pivot from scratch
  • Calculated Fields / Calculated Items
  • Data grouping (intervals, months, categories)
  • Top 10, Slicers, Timeline

3. Data Visualization

  • Charts
  • Customizing layout + professional design
  • Sparklines for rapid monitoring

**4. AI for Analysis, Visualization, and Synthesis

  • Automatic generation of analyses (trends, outliers, conclusions)
  • Automatic chart creation from text
  • Writing an executive summary with Copilot

 

 

Requirements

Intermediate to advanced level of Excel
 

 14 Hours

Number of participants


Price per participant

Testimonials (6)

Upcoming Courses

Related Categories