Course Description

This course covers advanced data management, complex formulas, and macro automation across Microsoft Excel and integrated MS Office applications. It benefits finance professionals, data analysts, and administrative leads who need to process large datasets and streamline reporting. Participants gain the practical capability to build automated dashboards, manage relational data, and reduce manual spreadsheet errors.

Course Objectives

  • Apply advanced logical and lookup functions to complex datasets​
  • Analyze large datasets using PivotTables and Power Query
  • Develop automated workflows and basic macros using VBA
  • Create dynamic interactive dashboards for executive reporting
  • Integrate Excel data seamlessly with Word, PowerPoint, and Outlook

Who Should Attend?

Financial analysts, operations managers, and advanced administrative professionals who rely on Microsoft Office for complex data management and reporting.

Course Agenda

Day 1 – Advanced Formulas and Data Organization

  • Mastering nested logical, text, and date functions
  • Utilizing advanced lookup functions like XLOOKUP and INDEX-MATCH
  • Implementing robust data validation and error handling techniques
  • Structuring relational data tables for analysis
  • Hands-on: Build a standardized financial template using advanced lookup and validation rules

Day 2 – Data Analysis and Dynamic Dashboards

  • Importing and transforming data using Power Query
  • Building advanced PivotTables and PivotCharts with calculated fields
  • Applying slicers and timeline filters for interactive reporting
  • Designing executive-ready visual dashboards in Excel
  • Hands-on: Construct a dynamic performance dashboard integrating data from multiple external sources.

Day 3 – Automation, Integration, and Wrap-Up

  • Recording and editing basic VBA macros to automate repetitive tasks
  • Linking Excel data and charts dynamically into Word and PowerPoint
  • Automating email distribution and reporting through Outlook integration
  • Course review, open Q&A, and individual action planning for workplace application
  • Hands-on: Develop an automated reporting macro that generates and emails a summary packet across MS Office applications.

Assessment Methodology

All courses conducted by EdTech will begin with a Pre-evaluation and end with a Post-evaluation. The instructor will evaluate the knowledge and skills of the participants according to the feedback given by participants. This will help to recognize the benefits and the level of knowledge gained by participants through the course.

Training Methodology

Facilitated by a highly qualified specialist, who has extensive knowledge and experience; this program will be conducted using extensively interactive methods, encouraging participants to share their own experiences and apply the program material to real-life work situations in order to stimulate group discussions and improve the efficiency of the subject coverage.

Percentages of the total course hour classification are:

  • ​40% Theoretical lectures, Concepts and approach
  • 20% Motivation to develop individual skill and Techniques
  • 20% Case Studies and Practical Exercises
  • 20% Topic General Discussions and interaction

Course Manual

Participants will be provided with comprehensive presentation material as reference manual. This presentation material is a compilation of core valuable information, references, presentation methods and inspiring reading which will be used as a part of the material guide.

Course Certificate

At the completion of the course, all participants who successfully accomplished the required contact hours will receive an EdTech Training Participation Certificate as a testimony to their commitment to professional development and further education.

Why Edtech ?

  • Industry Experienced; Internationally Qualified Trainers
  • Hands-on Practical Sessions & Assignments
  • Intensive Study materials
  • Flexible Schedules
  • Realistic training methodology
  • High-Quality Training in Affordable Course Fees
  • Achievement Certificate, as approved by the Ministry of Education (Abu Dhabi Center for Technical and Vocational Education Training - ACTVET), HABC, AWS, IAOSHE, SHRM, etc.