Excel and Power Query

MS Excel: intermediate level

2 days · 16 hours6–12 people

Move from simple sheets to reports built with functions and PivotTables.

People who know Excel basics often spend too much time manually fixing reports. This level combines formulas with clean data structure, quality checks and faster summaries.

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Outcomes

What you will learn

Combine logical, text and lookup functions

Organize and validate input data

Use filters and conditional formatting

Build PivotTables, charts and simple dashboards

Refresh reports after data changes

Audience

Who this workshop is for

People preparing recurring reports
Administration, sales and finance teams
Users familiar with basic formulas and filters

Course agenda

From knowledge to hands-on work

Day 1 · Functions and data quality

Excel tables and structured references
IF, compound conditions and error handling
Text, date and lookup functions
Multilevel sorting and advanced filters
Data validation and selection lists
Conditional formatting in everyday reports

Day 2 · Analysis and reporting

Prepare a clean PivotTable source
PivotTable fields, aggregation, grouping and filters
Slicers and data refresh
Charts and choosing a presentation format
Combine formulas and PivotTables
Build a report and interpret findings

Final exercise

Build a report with formulas, a PivotTable and a chart from a shared dataset.

What you take away

Practice files, a function guide and a reusable report template.

FAQ

Questions about this course

Do I need to take the basics course first?

No, if you are comfortable with tables, filters and simple formulas.

Are macros included?

Macros are covered in the advanced course.