
Basic to Advanced Excel Course
Master Excel from the ground up and advance to professional-level data analysis, financial modelling, and dashboard design. This course covers everything from basic navigation to Power Query, VBA macros, and dynamic array functions. Whether you are managing budgets, analysing sales data, or building executive reports, you will gain the skills to work faster and smarter.
What you will learn:
You will start with Excel's core interface and essential formatting, then move into powerful formulas, lookup functions, and data validation techniques. From there, you will build PivotTables, design interactive dashboards, and apply advanced tools like Solver, What-If Analysis, and dynamic array functions. You will also learn Power Query for automated data transformation and get a practical introduction to VBA macros. Financial modelling principles and workbook security round out the curriculum. By the end, you will handle real-world Excel challenges with confidence and precision.
How you study in practice Basic to Advanced Excel Course
How you practise Basic to Advanced Excel Course
For companies looking to train their teams
With Elevify for businesses, the course includes exercises and examples tailored to your company and its specific needs.
Course content
8 Chapters • 40 LessonsDuration between 4 and 360 hours (you decide)
Chapter 1HideHide detailsSee detailsExcel Interface and Workbook Fundamentals
Excel Interface and Workbook Fundamentals
Lesson 1 • Creating and Managing Workbooks
Teaches file creation, saving formats, and workbook properties. Establishes safe file-handling habits used throughout the course.
Lesson 2 • Entering and Editing Data
Covers text, number, and date entry plus editing shortcuts. Accurate data entry is the foundation of reliable spreadsheet output.
Lesson 3 • Navigating the Excel Interface
Covers the Ribbon, Quick Access Toolbar, and worksheet tabs. Builds the spatial awareness needed for all subsequent Excel tasks.
Lesson 4 • Working with Cells and Ranges
Introduces cell addressing, selection techniques, and range naming. These skills underpin every formula and data operation ahead.
Lesson 5 • Customising Excel Settings
Adjusts default options, language, and display preferences. Proper configuration reduces errors and improves personal productivity.
Chapter 2HideHide detailsSee detailsFormatting and Data Presentation
Formatting and Data Presentation
Lesson 1 • Cell Formatting Essentials
Covers fonts, borders, fill colours, and alignment options. These tools transform raw data into professional-looking reports.
Lesson 2 • Conditional Formatting
Applies rules-based formatting to highlight trends and outliers. Connects visual cues directly to data values for faster analysis.
Lesson 3 • Row, Column, and Sheet Management
Controls row height, column width, and sheet organisation. Proper structure makes large workbooks easier to navigate and maintain.
Lesson 4 • Number and Date Formats
Teaches built-in and custom number formats for currency, dates, and percentages. Correct formatting prevents misreading of numeric data.
Lesson 5 • Themes, Styles, and Templates
Uses built-in themes and cell styles for consistent branding. Saving custom templates speeds up future workbook creation.
Chapter 3HideHide detailsSee detailsCore Formulas and Functions
Core Formulas and Functions
Lesson 1 • Logical and Conditional Functions
Teaches IF, AND, OR, NOT, and nested logic structures. Conditional logic enables dynamic, decision-driven spreadsheet behaviour.
Lesson 2 • Formula Syntax and Operators
Explains operator precedence, parentheses, and formula construction rules. A solid syntax foundation prevents calculation errors in all later work.
Lesson 3 • Text Functions
Manipulates strings with CONCATENATE, LEFT, RIGHT, MID, and TRIM. Text functions clean and restructure data imported from external sources.
Lesson 4 • Date and Time Functions
Calculates durations, deadlines, and schedules using TODAY, NOW, and DATEDIF. Date functions are critical for project tracking and reporting.
Lesson 5 • Math and Statistical Functions
Covers SUM, AVERAGE, COUNT, MIN, MAX, and ROUND. These functions handle the majority of everyday business calculations.
Chapter 4HideHide detailsSee detailsData Management and Validation
Data Management and Validation
Lesson 1 • Sorting and Filtering Data
Applies single and multi-level sorts and AutoFilter to datasets. Sorting and filtering are the first steps in any data exploration workflow.
Lesson 2 • Tables and Structured References
Converts ranges to Excel Tables for automatic expansion and structured references. Tables simplify formula writing and improve data scalability.
Lesson 3 • Importing and Connecting External Data
Brings data from CSV, text, and web sources into Excel. External connections keep reports current without manual copy-paste updates.
Lesson 4 • Removing Duplicates and Cleaning Data
Uses Remove Duplicates, TRIM, and text tools to clean raw data. Clean data is a prerequisite for accurate formulas and pivot tables.
Lesson 5 • Data Validation Rules
Restricts cell input using validation rules, drop-down lists, and alerts. Validation prevents entry errors that corrupt downstream analysis.
Chapter 5HideHide detailsSee detailsLookup and Reference Functions
Lookup and Reference Functions
Lesson 1 • XLOOKUP and XMATCH
Introduces the modern XLOOKUP and XMATCH functions with built-in error handling. These replace legacy lookups with simpler, more powerful syntax.
Lesson 2 • INDEX and MATCH
Combines INDEX and MATCH for flexible two-way lookups. This pair overcomes VLOOKUP's column-order and left-lookup limitations.
Lesson 3 • VLOOKUP and HLOOKUP
Teaches vertical and horizontal lookup syntax, match types, and common errors. These functions are the most widely used data-retrieval tools in business.
Lesson 4 • Conditional Lookup Techniques
Applies SUMIF, COUNTIF, and AVERAGEIF for criteria-based aggregation. Conditional lookups power summary dashboards and exception reports.
Lesson 5 • CHOOSE and INDIRECT Functions
Uses CHOOSE for list-based selection and INDIRECT for dynamic range references. These functions enable flexible, user-driven spreadsheet designs.
Chapter 6HideHide detailsSee detailsCharts and Data Visualisation
Charts and Data Visualisation
Lesson 1 • Advanced Chart Types
Builds combo, waterfall, funnel, and histogram charts for complex data. Advanced chart types reveal patterns that standard charts cannot show.
Lesson 2 • Formatting and Customising Charts
Applies titles, labels, legends, and colour schemes to charts. Proper formatting ensures charts are self-explanatory and visually consistent.
Lesson 3 • Chart Fundamentals and Types
Introduces chart creation, data selection, and the most common chart types. Choosing the right chart type is the first step in effective visualisation.
Lesson 4 • Sparklines and In-Cell Visuals
Embeds sparklines and data bars directly inside cells for compact trend views. In-cell visuals add context without consuming extra worksheet space.
Lesson 5 • Dynamic and Interactive Charts
Links charts to named ranges, slicers, and form controls for interactivity. Dynamic charts update automatically as underlying data changes.
Chapter 7HideHide detailsSee detailsPivotTables and PivotCharts
PivotTables and PivotCharts
Lesson 1 • Slicers and Timelines
Adds slicers and timelines for visual, click-based PivotTable filtering. These controls make reports interactive for non-technical stakeholders.
Lesson 2 • Building Your First PivotTable
Creates a PivotTable from a structured dataset and explores the field list. Understanding the layout areas is essential before applying any analysis.
Lesson 3 • Grouping and Summarising Data
Groups dates, numbers, and text fields to create meaningful summaries. Grouping transforms raw records into actionable business insights.
Lesson 4 • Calculated Fields and Items
Adds custom calculations inside PivotTables using calculated fields and items. These extend PivotTable analysis beyond the source data's existing columns.
Lesson 5 • PivotCharts and Dashboard Integration
Creates PivotCharts linked to PivotTables and assembles them into dashboards. PivotCharts inherit slicer connections for fully synchronised reporting.
Chapter 8HideHide detailsSee detailsAdvanced Functions and Data Analysis
Advanced Functions and Data Analysis
Lesson 1 • Statistical Analysis Tools
Runs descriptive statistics, regression, and correlation via the Analysis ToolPak. These tools support data-driven decisions without external software.
Lesson 2 • What-If Analysis Tools
Applies Goal Seek, Scenario Manager, and Data Tables for sensitivity analysis. What-if tools quantify the impact of variable changes on outcomes.
Lesson 3 • Solver and Optimisation
Uses the Solver add-in to find optimal solutions under defined constraints. Solver handles resource allocation, scheduling, and cost minimisation problems.
Lesson 4 • Array Formulas and LAMBDA
Builds Ctrl+Shift+Enter arrays and custom LAMBDA functions for reusable logic. LAMBDA enables users to define named functions without VBA.
Lesson 5 • Dynamic Array Functions
Uses FILTER, SORT, UNIQUE, and SEQUENCE to return arrays that spill automatically. Dynamic arrays replace many legacy helper-column workarounds.

Your valid completion certificate
This course is for you:
Administrative professional: needs to produce accurate reports without wasting hours.
Small business owner: wants to track finances without hiring a dedicated analyst.
Recent graduate: looking to stand out in competitive, data-driven job markets.
Marketing coordinator: needs to measure campaign results and present them clearly.
Career changer: moving into finance or operations and must close skill gaps fast.
Project manager: wants to build tracking tools that update automatically with data.
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