A hands-on 2-day intensive that takes you beyond basic spreadsheets into the tools professionals use to analyse data, build automated reports, and make faster business decisions. Designed for executives, analysts, and operations staff who already use Excel but want to work smarter.
Day 1: Advanced Analysis & Data Transformation
Advanced Lookup & Reference Functions
Move past VLOOKUP. Master XLOOKUP, INDEX/MATCH, INDIRECT, and nested formulas to retrieve and cross-reference data across large, complex datasets with precision.
PivotTables & PivotCharts for Business Insight
Build dynamic summaries that answer real business questions. Learn grouping, calculated fields, and value field settings to slice data the way decision-makers need it.
Power Query: Automated Data Cleaning
Stop manually reformatting downloaded reports. Use Power Query to connect, merge, and transform messy data from multiple sources into a clean, repeatable workflow — no code required.
Conditional Formatting & Data Validation
Apply rules that make critical numbers stand out instantly. Use data validation to prevent input errors and enforce consistency across shared workbooks.
Day 2: Dashboards, Automation & Reporting
Building Interactive Dashboards
Combine charts, slicers, and timelines into a single-screen dashboard that stakeholders can navigate without touching the raw data. Focus on clarity, layout, and professional presentation.
Power Pivot & Data Models
Work with multiple related tables without VLOOKUP-ing everything into one sheet. Build a data model and use DAX measures to create KPIs and running totals that update automatically.
Macros & VBA Introduction
Record and edit macros to automate the repetitive tasks that eat up your week — formatting, copying, generating reports. No prior programming experience needed.
End-to-End Reporting Case Study
Apply everything from both days to a realistic business dataset. Participants leave with a working dashboard and an automation template they can adapt immediately at their workplace.
What You Will Leave With:
Confidence using XLOOKUP, INDEX/MATCH, and advanced formulas in real scenarios
A ready-to-use interactive dashboard built during the workshop
Automated data cleaning pipelines using Power Query
Macro scripts to eliminate repetitive formatting and reporting tasks
A Power Pivot data model connecting multiple business tables