Excel Advanced Analysis & Reporting
Course Overview
This advanced Excel course is designed for experienced users who want to maximize the power of Excel for data analysis, reporting, and decision-making. Participants will learn advanced techniques for managing complex workbooks, analyzing large datasets, and automating common tasks.
Through hands-on exercises and real-world business scenarios, participants will develop skills that improve efficiency, accuracy, and productivity while creating more sophisticated Excel solutions.
Who Should Attend
This course is designed for:
• Experienced Excel users
• Analysts and reporting specialists
• Project managers
• Financial professionals
• Data-driven decision makers
• Anyone responsible for creating and maintaining advanced Excel workbooks
Prerequisites
Participants should be comfortable with:
• Creating formulas and functions
• Working with Excel Tables
• Conditional Formatting
• Data Validation
• Lookup functions
• PivotTables and PivotCharts
Knowledge equivalent to Excel Intermediate is recommended.
Topics Include
Advanced Functions and Formulas
• Nested functions
• Advanced lookup techniques
• Logical functions
• Text functions
• Date and time calculations
• Error handling functions
Dynamic Array Functions
• FILTER
• SORT
• UNIQUE
• SEQUENCE
• Dynamic spill ranges
Working with Large Datasets
• Data analysis techniques
• Worksheet design considerations
• Managing workbook performance
• Data cleanup strategies
Advanced PivotTables and PivotCharts
• Custom calculations
• Grouping and summarizing data
• Slicers and timelines
• Interactive reporting techniques
Power Query Fundamentals
• Importing data from external sources
• Cleaning and transforming data
• Combining data sources
• Refreshing queries
What-If Analysis Tools
• Goal Seek
• Scenario Manager
• Data Tables
Auditing and Troubleshooting
• Formula auditing tools
• Error checking
• Tracing precedents and dependents
• Workbook documentation
Reporting and Dashboard Concepts
• Organizing information effectively
• Building management reports
• Interactive reporting techniques
• Best practices for dashboard design
Learning Outcomes
After completing this course, participants will be able to:
• Create sophisticated formulas and calculations
• Analyze and summarize large amounts of data
• Use dynamic array functions effectively
• Build advanced PivotTable reports
• Import and transform data using Power Query
• Perform What-If analysis
• Troubleshoot and audit complex workbooks
• Design effective business reports and dashboards
Lighthouse Training Difference
Lighthouse Training focuses on solving real business problems, not simply demonstrating software features. Participants learn practical techniques that can be applied immediately to improve reporting, analysis, and decision-making in the workplace.
Shining a guiding light on technology.
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Jeff's Top 5 Excel Shortcuts
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Ctrl+1 — Show all formatting options
Ctrl+Enter — Enter data without moving
Ctrl + Arrow Keys — Jump through large datasets
Ctrl+; — Insert current date
Ctrl+` — Show or hide formulas -
What People are Saying...
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"I thought I knew excel, then I met Jeff. I learned 100% more!"
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Emile B