3-Day Intensive Course for Business and Technical Professionals

3 Intense Days
7 Hours per Day (Split into two 3.5-hour sessions)

Learning Path Visual

Your hands-on journey from formulas to advanced analytics and automation:

Day 1: Core Excel Skills & Data Management
Master Excel’s interface, formulas, functions, and data organization tools. Learn how to clean, structure, and manage business data efficiently.

Day 2: Advanced Functions, Analysis & Visualization
Dive into lookup functions, pivot tables, dynamic charts, conditional formatting, and intermediate data analysis techniques.

Day 3: Automation, Dashboards & Excel for Decision-Making
Build interactive dashboards, use macros and basic VBA for automation, and learn how to turn raw data into business insights.

Course Overview

Spreadsheets are still the most widely used business analysis tool in the world — but few users ever unlock their full potential. This Excel Workshop equips professionals with the skills to go far beyond the basics and create high-impact, dynamic workbooks that improve clarity, speed, and decision-making.

Through a practical, hands-on approach, you’ll work with real datasets, solve common business problems, and build reusable assets that save time and reduce errors.

You’ll learn how to:

• Master formulas, functions, and error-proof data organization

• Use lookup functions (VLOOKUP, INDEX/MATCH, XLOOKUP) for cross-sheet analysis

• Create and customize pivot tables and charts for executive reporting

• Apply conditional formatting, data validation, and named ranges

• Automate repetitive tasks using macros and introductory VBA

• Build dashboards with slicers, timelines, and clean design

• Work with business datasets (sales, HR, finance) for actionable reporting

• Export reports, share templates, and lock/protect sensitive content

This course bridges operational efficiency, visual reporting, and Excel automation — transforming spreadsheets into strategic tools.

What’s Inside Each Day

Day 1 — Core Excel Skills & Data Management

• Navigating the Excel interface (ribbons, shortcuts, layout control)

• Working with tables, ranges, and structured references

• Basic functions: SUM, IF, COUNTIF, TEXT, LEFT/RIGHT, CONCAT

• Sorting, filtering, conditional formatting

• Removing duplicates, splitting text, parsing data

• Hands-on: Clean and structure a messy dataset for analysis

Tools: Excel (Microsoft 365 or 2019+), sample datasets
Focus: Foundation • Functions • Data Cleanup

Day 2 — Advanced Functions, Analysis & Visualization

• Lookup functions: VLOOKUP, HLOOKUP, INDEX/MATCH, XLOOKUP

• Nesting functions: IF + AND/OR, SWITCH, IFS

• Pivot tables: grouping, filtering, calculated fields

• Dynamic charts and data visualizations

• Using named ranges and structured tables for clean logic

• Hands-on: Build a multi-sheet workbook with dynamic summaries

Tools: Excel Pivot Tables, Chart Wizard, Named Ranges
Focus: Cross-Sheet Analysis • Pivoting • Visual Reporting

Day 3 — Automation, Dashboards & Excel for Decision-Making

• Creating dashboards with slicers, timelines, and interactivity

• Recording macros to automate tasks

• Intro to VBA: working with buttons, user prompts, loops

• Building KPI reports with real business metrics

• Protecting workbooks, sharing templates, export options

• Hands-on: Build a full dashboard with automated updates

Tools: VBA Editor, Macros, Dashboard Templates
Focus: Automation • Interactivity • Business Insight

Course Goals

By the end of this course, you’ll be able to:

• Use Excel as a dynamic tool for business analysis

• Create clear, interactive dashboards for decision-makers

• Apply advanced formulas and lookup functions for scalable workbooks

• Automate tedious processes with macros and intro-level VBA

• Communicate data visually using charts and conditional formatting

• Build robust spreadsheets that reduce error and increase impact

Who Should Take This Course?

• Business professionals working with data in Excel daily

• Analysts and finance teams creating regular reports

• HR, marketing, and ops staff managing spreadsheets and exports

• Entrepreneurs and freelancers building business models and tools

• Students and jobseekers preparing for Excel-heavy roles

• Anyone stuck in Excel basics and ready to level up

Class Reference: EXL-CORE/
Form Updated on: 06/16/2025 (Version 1)
Last Modified on: 06/16/2025

Program Note

This course is continuously updated with Excel 365 enhancements, productivity tricks, and real business case studies to stay aligned with evolving workplace standards.