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FMG Consulting

"Very engaging & helpful, Simon my course teacher was great!"

Bedfordshire OPCC

"Simon was a fantastic training facilitator and made the session fun and easy to engage with. When one of my colleagues was concerned about how the skills learnt would transfer to her role, Simon took the time to design an activity (on the spot) that would apply to her and her role. Thank you for the brilliant session Simon - we can't wait to put our new skills to the test!"

BUUK Infrastructure

" I found the training excellent, I thought Simon's knowledge was great and he helped with some slightly off topic excel queries - I learnt so much from this workshop! I have undertaken this course before and the learning did not stick, but Simon's story telling and contextulisation has made it much more memorable."

GKN Aerospace

"Great, Gary was amazing and taught me loads "

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Microsoft Excel 365 Training Course Advanced

Advanced Microsoft Excel 365 Course Overview

Welcome to the Excel 365 Advanced training course. This practical and hands-on course is designed to help delegates build advanced Excel skills and work more confidently with complex formulas, larger sets of information, automation tools, and advanced reporting techniques.

Whether you're a business professional, analyst, administrator, or regular Excel user, this course will help you work more efficiently, reduce manual processes, and make better use of Excel 365's advanced features. Delegates will explore advanced formulas and functions, powerful data management techniques, advanced conditional formatting, and automation tools designed to improve productivity and reporting.

Throughout the Excel 365 Advanced Training Course, you will work with dynamic array functions, advanced lookup and calculation techniques, Power Query tools, and automation features that help simplify repetitive tasks and improve the way information is managed and analysed.

What You'll Learn in this Excel 365 Advanced Training Course

Using Advanced Formulas and Functions - develop confidence using advanced Excel functions for more complex calculations, reporting, and analysis.
Working with Dynamic Array Functions - use functions including TOCOL(), UNIQUE, SEQUENCE(), and LAMBDA() to work with modern Excel features more effectively.
Improving Formula Structure - simplify and improve formulas using the LET() function for better readability and efficiency.
Managing and Analysing Information - summarise and analyse information across multiple worksheets using tools such as SUMIF(), COUNTIF(), and related functions.
Using Advanced Power Query Features - import, transform, reshape, and clean information using advanced Power Query techniques including unpivoting and automated transformation steps.

Course Duration: 1 Day

Course Prerequisites

This is an advanced Excel course, so to help you get the most from the training, delegates should already feel confident using core and intermediate Excel features.

Using Formulas and Functions - confidence creating and working with formulas and commonly used Excel functions.
Creating Charts and Visual Reports - experience presenting information using basic charts and formatting tools.
Working with PivotTables and PivotCharts - familiarity creating, modifying, and analysing information using PivotTables and PivotCharts.
General Excel Experience - regular use of Excel for reporting, analysis, or business tasks is recommended.

You may also wish to review our beginners and intermediate Excel training course outlines before attending:

Complete Course Outline

Advanced Formulas and Functions in Excel 365

Reviewing Advanced Formula Techniques - understand how advanced formulas and functions can improve reporting, analysis, and efficiency.
Extracting Middle Names and Initials - use text functions to identify and extract names and initials from larger text values.
Working with Dynamic Array Functions - explore modern Excel array functionality for faster and more flexible calculations.
Using the TOCOL() Function - transform multiple columns into a single column for easier analysis and reporting.
Using the UNIQUE() Function - return distinct values from lists and remove duplicate entries dynamically.
Using the SEQUENCE() Function - generate automatic numbered sequences and dynamic lists.
Understanding the LAMBDA() Function - create reusable custom formulas without requiring VBA.
Applying LAMBDA() in Real Scenarios - use custom functions to extract customer middle names and simplify repetitive calculations.
Improving Formulas with LET() - make complex formulas easier to read, manage, and optimise using the LET() function.

Data Management

Grouping and Summarising Information - analyse information across multiple worksheets using SUMIF(), COUNTIF(), and related functions.
Understanding Formula Logic - break down how advanced formulas work to improve troubleshooting and confidence.

Power Query

Understanding Applied Steps - explore how Power Query records and manages transformation steps automatically.
Unpivoting Information - reshape data into a more flexible structure for reporting, analysis, and dashboards.

Advanced Pivot Tables

Using Power Pivot with PivotTables - build more advanced PivotTables using the Power Pivot data model.
Creating PivotTable Calculations - add custom calculations to extend PivotTable analysis.
Working with Calculated Columns and Measures - create reusable calculations for more advanced reporting and analysis.

Advanced Conditional Formatting

Using Formula-Based Formatting - apply advanced conditional formatting rules using custom formulas.
Highlighting Entire Rows - automatically format complete rows based on selected conditions or values.

Forms and Automation

Using Checkboxes - add interactive controls to worksheets for tracking and selection tasks.
Exploring Automation Features - reduce repetitive manual tasks using Excel automation tools.
Working with Forms - create simple forms to improve information entry and usability.
Introduction to Power Automate - explore how Excel can connect with automated business workflows.
Using Macros - understand how macros can automate repeated Excel tasks.
Highlighting Selected Rows Automatically - apply interactive formatting techniques to improve worksheet visibility.
Recording Macros - create basic automated actions using Excel's macro recorder.

Other Related Courses

Microsoft Excel 365 Beginners Training Course - build confidence with core Excel features, formulas, formatting, and everyday spreadsheet tasks.

Microsoft Excel 365 Intermediate Training Course - develop stronger reporting, analysis, PivotTable, and function skills using Excel 365.

Microsoft Power BI Beginners Training Course - create interactive dashboards and visual reports using Power BI.

Power BI DAX Beginners Training Course - learn how to build calculations and measures using DAX functions in Power BI.

Python Beginners Training - explore automation, scripting, and data handling using Python for business tasks.

Learn Microsoft Copilot for Business Copilot 365 App and Free Voice Chat Beginners - discover practical ways to save time and improve productivity using AI tools within Microsoft 365.

Post-Course Resources

Training Notes and Exercise Files - continue practising using guided examples and advanced Excel exercises.
Online Learning Materials - access video tutorials, tips, and useful shortcuts after the course.
Post-Training Support - receive up to 3 months of follow-up support after your training session.

Training Locations and Delivery Options

This course is available online instructor-led, at client premises, and at selected training venues across the UK.

View training centres and venue information