Professional training course
Advanced Excel: Functions, Power Query and Power Pivots
The "Advanced Excel: Functions, Power Query, and Power Pivots" training course delves into advanced, and most recently added, Excel functions like XLOOKUP, TEXTJOIN…
- 5 daysClassroom or online
- 14Upcoming dates
- 6Cities
- £2,850Fees from
Course overview
Why Attend
The "Advanced Excel: Functions, Power Query, and Power Pivots" training course delves into advanced, and most recently added, Excel functions like XLOOKUP, TEXTJOIN, TEXTSPLIT, UNIQUE, SORT, and FILTER, enabling you to streamline your data tasks with ease. The course will cover Power Query to import and transform data from various sources, such as Excel files, folders, PDFs, and websites, preparing it for further analysis and reporting. Additionally, the course introduces Power Pivots, which teaches you how to create sophisticated data models, establish relationships between tables, and craft decisive DAX measures for complex calculations. This course is designed to elevate your Excel skills, enhance your productivity, and provide you with the tools needed for advanced data analysis and reporting.
Course Methodology
This is a hands-on course with practical applications using Microsoft Excel 2021 or Office 365 throughout the five days. All examples, exercises, and cases are practiced in Excel.
Course Objectives
By the end of the course, participants will be able to:
- Apply key Excel functions to prepare data for analysis and reporting
- Utilize pivot tables functions and calculations to generate a set of management and business analysis reports
- Utilize Power Query to clean up and prepare data for reporting
- Report and analyze big data using Power Pivots
- Utilize Excel automation solutions to speed up work
Target Audience
Accountants, senior and junior accountants, business analysts, accounting and finance professionals, business analysts, research professionals, and staff from any function who need to master and upgrade their skills in Excel functions, pivot tables, Power Query, and Power Pivots and work with big data analysis.
Target Competencies
- Excel functions
- Power Query
- Practicing pivot tables
- Utilizing Power Pivot
- Reporting
- Analyzing business data
Course outline
-
1Day 1: Advanced Excel Functions and Features
- Table tool
- Naming cells and ranges
- Data validation using custom formulas
- Conditional formatting using formulas
- Functions:
- Text functions: TextSplit, TextJoin, TextAfter, TextBefore
- Trim, Clean, Find/Search, Len
- IF, IFS, and using AND & OR
- CountIF, SUMIF, and AverageIF
- XLookup and Index & Match
- Sequence, Unique, Sort, Sort By, and Filter
- Formula auditing
-
2Day 2: Advanced Techniques in Creating and Customizing Pivot Tables
- Number and cell format
- Report layout
- Grouping and un-grouping fields
- Default and customized sorting and filtering
- Sorting using a custom list
- Creating a calculated field
- Pivot charts
- Filtering using slicers and timelines
- Slicer settings and connections
- Customizing reports using the GetPivotData option
-
3Day 3: Power Query: A Must-have Skill
- Get and transform: Link your Excel to external other data sources
- Excel files
- Text files
- Web
- Folder: all files and latest file
- Power Query to transform and clean up data:
- Naming, merging, splitting and removing columns
- Filtering rows
- Fill, Replace, Clean, Trim, and Format
- Adding Date columns
- Adding columns from examples
- Adding custom columns and conditional columns
- Using Parameter
- UnPivot data
- Grouping
- Combining queries:
- Append
- Merge: The different types of joining data
-
4Day 4: Power Pivot and the Data Model
- Benefits and drawbacks of PowerPivot
- Merging data from multiple tables using relationships
- Creating better calculations using the DAX Formulas
- Using DAX to create calculated fields
- Formatting using DAX measures
- Date DAX measures
- Calculate and Related functions
-
5Day 5: Excel Automation Tools
- Data types
- Currencies
- Geography
- Organization
- Stocks
- Automate routine tasks with office scripts (e.g., formatting sheets)
- Practical examples of using Macros
Schedule
Dates and fees
14 upcoming dates in 6 cities. Fees are per delegate; bring colleagues and every seat is discounted. Every date can also be joined live online for £1,280.
No dates in this city right now. Request a quotation and we will suggest the nearest date.
Join the class in real time from your office or home: live sessions with the trainer, group discussion, course materials and a certificate of completion. Joining details are emailed before the course starts.
Questions
Frequently asked questions
How long is the Advanced Excel: Functions, Power Query and Power Pivots course?
The course runs over 5 days of classroom training, usually Monday to Friday.
When is the next Advanced Excel: Functions, Power Query and Power Pivots course?
The next public date is 16 - 20 Nov 2026 in Rome. There are 14 upcoming dates in total.
Where is this course held?
Upcoming sessions run in Rome, Istanbul, Barcelona, Geneva, Munich, Amsterdam.
Can I take Advanced Excel: Functions, Power Query and Power Pivots online?
Yes. Every date can also be joined live online in a virtual classroom with the trainer, for £1,280 per participant. Choose "Live online" in the dates table when you register.
How much does the course cost?
Fees start from £2,850 per delegate, depending on the city. Fees include tuition and course materials.
Do participants receive a certificate?
Yes. Delegates who complete the course receive a London Leadership Management Innovation certificate of completion.
Can this course be delivered in-house for our team?
Yes. LLMI can tailor and deliver this course privately for your organisation at your premises or in one of our training cities.
Course information last updated 14 November 2026.
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