Microsoft Excel: Beyond the Basics

Is this Excel training course hands-on? 

No, this is a dynamic hands-off workshop. Instead of spending time entering data or correcting mistakes during class, you’ll focus on learning powerful Excel techniques through clear demonstrations. You’ll receive a detailed workbook that allows you to practice everything you’ve learned at your own pace once you return to work. 

What Excel topics are covered in this “Beyond the Basics” course? 

This accelerated one-day course dives deep into advanced Excel tools and time-saving features. You’ll learn how to create and manage PivotCharts®, build complex formulas, use macros, debug code in the Visual Basic Editor, streamline data entry, manipulate charts, integrate with Microsoft applications and analyze data using advanced functions, tables and scenarios. 

Is this course right for me if I’m not an Excel beginner—but not quite an expert? 

Absolutely. This course is ideal for users who are comfortable with Excel basics and ready to level up. If you already know how to navigate the program but want to master automation, advanced functions, and powerful data tools, this class will help you work smarter and faster. For those newer to Excel, we recommend starting with Microsoft Excel Basics before taking this course. 

Smart Worksheet Setup & Editing Techniques 

Master the foundational skills that make working in Excel faster, cleaner and more efficient. 

• 7 rules for setting up worksheets the right way 
• How to hide data in cells, columns and rows—without deleting it 
• 3 simple steps to protect your data from unwanted changes 
• 9 essential keyboard shortcuts to dramatically speed up your work 
• Tips for adjusting chart attributes without compromising your data 
• Use Autofill to manipulate multiple ranges with ease 
• The often-overlooked trick for naming ranges that solves common problems 
• Say goodbye to repetitive data entry—let Excel do the work for you 

Formulas & Functions That Save Time 

Learn to build powerful formulas and leverage built-in functions for better accuracy and productivity. 

• Pro tips for creating complex formulas quickly and correctly 
• How to unlock the full potential of Excel’s function library 
• Understanding when to use absolute vs. mixed cell references 
• Make data smarter with logical functions like IF, AND and OR 
• 7 practical formulas to select, extract and combine text entries 

Mastering Macros Made Easy 

Automate repetitive tasks and increase efficiency with simple yet powerful macro techniques. 

• When to use a macro—and when not to 
• How to record complex macros that work seamlessly 
• Assigning command buttons to run macros with one click 
• Easy debugging techniques that solve issues in seconds 
• How to get started with the Visual Basic Editor 

Seamless Data Integration Across Applications 

Make your Excel data work beyond the spreadsheet with smooth integration into other platforms. 

• Step-by-step instructions for sharing data with PowerPoint®, Word, Access® and more 
• How to export and save your Excel files in web-friendly formats 

Advanced Tools: Tables, Databases & Data Visualization 

Turn raw data into actionable insights using Excel’s most advanced tools. 

• Sorting strategies that improve usability and decision-making 
• Use auditing tools to create a visual map of your formulas 
• Build and manage PivotCharts® that deliver exactly what leadership needs 
• Use scenario analysis to explore “what-if” possibilities 
• Fast-track your forecasting with trend analysis and projection shortcuts