In this Excel training, participants will explore advanced data management and analysis techniques. 

The course covers structured references, focusing on cell-based versus table-based references and table elements. Attendees will learn to create and manage named ranges for more dynamic spreadsheets. The session also includes dynamic array functions like UNIQUE, SORT, and XLOOKUP. PivotTables will be emphasized, with guidance on creating, customizing, and extracting insights from data sets. Finally, the training introduces advanced functions, including Date, Information, Math, Statistical, and Text functions, to handle various data analysis tasks proficiently. 

This course introduces functions that require an Microsoft Office 365 version of excel. These tools have no equivalent in prior Excel Versions.

Structured References

• Cell-based vs table-based references
• Table elements
• Structured reference for a row
• Structured reference for a Range
• Structured reference for Table Totals
• Union operator (,) 

Named Ranges

• Creating Named ranges
• Creating Named ranges using the Name Box
• Creating Named ranges using the Create from Selection
• Applying names to Tables
• Creating Ranges for Data Validation
• Editing named ranges – Single Cell
• Editing named ranges - Range
• Finding where named ranges are used
• Deleting named ranges
• Using names in a formula
• Display a list of range names
• Dynamic Array Functions
• Function Arguments Dialogue Box
• UNIQUE Function
• SORT
• FILTER Function
• CHOOSECOLS

LOOKUP: INDEX MATCH

• INDEX Function
• Using XMATCH
• SEARCH Mode
• MATCH Function [LEGACY FUNCTION]
• Using MATCH and INDEX together [LEGACY FUNCTION]
• Nesting the MATCH and INDEX Functions 

LOOKUP: Choose Switch XLOOKUP

• CHOOSE vs SWITCH
• XLOOKUP

Pivot Tables

• Creating Pivot Tables
• Extracting data from the PivotTable
• Filtering the PivotTable
• Changing the calculation in the PivotTable
• Creating Pivot Charts
• Adding Slicers
• The Timeline Filter
• Show Values As
• Grouping Data
• Report Layout in Pivot Tables
• Totals in a Pivot Table
• Calculations in a PivotTable
• Report Filter Pages
• Refresh the PivotTable

Advanced Functions

• Date Functions
• Information Functions
• Maths and Statistical Functions
• TEXT Functions (OPTIONAL)

Private and Group Classes:
This course is available for individual enrolment and Private classes (min 10 students). Please contact Lumify to organise a quote.

What do I need to know to attend?

The course is for existing users of Excel. You should have completed the Excel Beginner Course and our Excel Intermediate Course or be familiar with the content covered on these courses. The course is aimed at those wishing to move to the next level with Excel with a focus on increasing automation and employing the more advanced tools offered. This course will cover advanced excel skills.

Excel Advanced Learning Outcomes

• Learn structured references, including cell/table-based references, table elements, rows, ranges, totals, and the union operator.
• Master creating, editing, applying, managing, and using named ranges in formulas.
• Understand and apply dynamic array functions such as UNIQUE, SORT, FILTER, CHOOSECOLS, INDEX, MATCH, XMATCH, and XLOOKUP.
• Develop skills in creating, customizing, filtering, calculating, and visualizing data with PivotTables and PivotCharts, including using slicers and the Timeline Filter.
• Utilize advanced Excel functions, including Date, Information, Math, Statistical, and Text functions.

Excel Intermediate or relevant experience