Advanced Excel: Functions, Power Query and Power Pivots
- Build dynamic array formulas with FILTER, SORT, UNIQUE and XLOOKUP that update automatically as data changes.
- Simplify complex calculations with LET and create reusable custom functions with LAMBDA.
- Create Power Query queries that import, clean and combine files from a folder without manual steps.
- Build a Power Pivot data model with relationships between fact and lookup tables.
- Write DAX measures for totals, ratios and time comparisons and use them in PivotTables.
- Automate a recurring report so that a single refresh updates all outputs.
- Advanced Formula Techniques
- Dynamic arrays and spill ranges
- FILTER, SORT, UNIQUE and SEQUENCE
- XLOOKUP and advanced lookups
- Formula Efficiency and Reuse
- LET for readable formulas
- LAMBDA custom functions
- Error handling and auditing tools
- Power Query Fundamentals
- Importing from files, folders and databases
- Cleaning and reshaping data
- Merging and appending queries
- Advanced Power Query
- Parameters and custom columns
- Introduction to the M language
- Refresh and query management
- Power Pivot Data Models
- Loading data to the data model
- Relationships and hierarchies
- Data model versus worksheet tables
- DAX Measures and Reporting
- Core DAX measures
- Time comparisons
- PivotTables and charts from the data model
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Program Professional Framework
Advanced Excel: Functions, Power Query and Power Pivots
Program Overview
Modern Excel includes a full self-service analytics toolkit that many users never touch. This programme covers its three pillars: advanced formulas including dynamic arrays such as FILTER, SORT, UNIQUE and XLOOKUP together with LET and LAMBDA; Power Query for repeatable import, cleaning and combining of data from files, folders and databases; and Power Pivot for building a data model with relationships and DAX measures that handle large datasets. Participants automate a monthly reporting process from raw data to final PivotTables.
Learning Outcomes
- ✓Build dynamic array formulas with FILTER, SORT, UNIQUE and XLOOKUP that update automatically as data changes.
- ✓Simplify complex calculations with LET and create reusable custom functions with LAMBDA.
- ✓Create Power Query queries that import, clean and combine files from a folder without manual steps.
- ✓Build a Power Pivot data model with relationships between fact and lookup tables.
- ✓Write DAX measures for totals, ratios and time comparisons and use them in PivotTables.
- ✓Automate a recurring report so that a single refresh updates all outputs.
Target Audience
- Experienced Excel users and analysts
- Finance and accounting professionals
- Reporting and MIS officers
- Operations and supply chain analysts
Detailed Program Modules
01Advanced Formula Techniques
- Dynamic arrays and spill ranges
- FILTER, SORT, UNIQUE and SEQUENCE
- XLOOKUP and advanced lookups
02Formula Efficiency and Reuse
- LET for readable formulas
- LAMBDA custom functions
- Error handling and auditing tools
03Power Query Fundamentals
- Importing from files, folders and databases
- Cleaning and reshaping data
- Merging and appending queries
04Advanced Power Query
- Parameters and custom columns
- Introduction to the M language
- Refresh and query management
05Power Pivot Data Models
- Loading data to the data model
- Relationships and hierarchies
- Data model versus worksheet tables
06DAX Measures and Reporting
- Core DAX measures
- Time comparisons
- PivotTables and charts from the data model
Training Methodology
Applied Project & Assessment
Applied Project
Participants automate a monthly reporting process: Power Query solution that combines files from a folder, a Power Pivot model with DAX measures, PivotTable outputs and a dynamic array summary sheet that refreshes in one step.
Assessment
Short diagnostic at the start, practical tasks linked to each learning outcome, and evaluation of the applied project against published criteria.


