Advanced Excel Training with Gen AI
Practical Excel skills for teams and professionals.
A practical Excel Basic to Advanced program for working professionals and teams. Covers productivity tools, formulas, lookup, Pivot Tables, Power Query, dashboards, sheet security and Gen AI workflows using real business scenarios.
Duration
4 weeks
Format
Live, Instructor-led
Level
All levels
Language
English
What you will achieve
✓Clean messy Excel data using Flash Fill, Text to Columns and Power Query
✓Write lookup, logical, conditional and dynamic array formulas
✓Build Pivot Table based MIS reports, aging reports and KPI scorecards
✓Create automated reporting workflows from files, folders and multiple sheets
✓Use Goal Seek, Scenario Manager and Solver for business analysis
✓Apply ChatGPT and Copilot-style Gen AI workflows for formulas, macros and data analysis
Who this is for
Employees and professionals who use Excel for reporting, analysis or operations
Finance, MIS, HR, sales, quality and operations teams
Managers who want teams to move from manual Excel work to structured reporting
Analysts who need Pivot Tables, Power Query, dashboards and automation skills
Working professionals who want practical Excel skills with Gen AI support
Complete 4-week outline
This Advanced Excel with Gen AI syllabus is designed for working professionals and teams who want practical Excel reporting, automation, dashboarding and AI-assisted productivity skills.
Excel Interface, Fundamentals and Productivity Tools
Excel interface, Ribbon and QAT customization
Workbook vs worksheet management
Data types: general, number, text, date and time
Relative, absolute and mixed references
AutoFill, Flash Fill and Fill Series
Find and Replace with wildcards
Go To Special for blanks, formulas and visible cells
Remove Duplicates, Freeze Panes and Split Window
Productivity shortcuts
Business application: Clean messy production sheets, remove duplicate data, identify blanks in QC sheets and create structured tables for daily shift reports.
Foundational Functions and Lookup Basics
SUM, AVERAGE, MAX, MIN, COUNT and COUNTA
LEFT, RIGHT, MID, LEN, TRIM, PROPER, UPPER, LOWER, CONCAT and TEXTJOIN
TODAY, NOW, EOMONTH, NETWORKDAYS, WORKDAY and DATEDIF
VLOOKUP, HLOOKUP, XLOOKUP and CHOOSE
IFERROR, ISERROR, ISBLANK, ISTEXT and ISNUMBER
Business application: Extract employee codes and part codes, calculate delays, create employee master lookups and standardize customer or vendor names.
Logical, Conditional and Advanced Functions
IF and Nested IF
AND, OR and NOT
COUNTIF and COUNTIFS
SUMIF and SUMIFS
AVERAGEIF and AVERAGEIFS
SUMPRODUCT
DSUM, DCOUNT and DCOUNTA
Formula-based conditional formatting
Business application: Build quality check pass/fail logic, create multi-criteria production MIS, highlight delayed orders and calculate filtered totals without manual filters.
Data Cleaning, Analysis and Scenario Tools
Text to Columns
Advanced Flash Fill patterns
Single-level, multi-level and custom sorting
Subtotals, grouping and outline
Data validation and dependent dropdowns
Goal Seek
Scenario Manager
Solver
Watch Window and Evaluate Formula
Business application: Create automated dropdowns for production entry, perform sales forecasting, simulate raw material cost impact and optimize scrap cost or resource allocation.
Pivot Tables and Advanced Data Summarization
Pivot Tables from multiple sources
Pivot Table Wizard
Tabular and outline layouts
Date, number and text grouping
Slicers and timelines
Calculated fields and calculated items
GETPIVOTDATA
Pivot Charts including line, column, combo and KPI visuals
Business application: Create daily and weekly production MIS, aging reports, customer-wise and product-wise summaries, regional dashboards and performance scorecards.
Advanced Excel Formulas, Dynamic Arrays and Power Query
Name Manager and dynamic ranges
INDIRECT and OFFSET
UNIQUE, SORT, FILTER, SEQUENCE and RANDARRAY
Legacy and dynamic array formulas
One-variable and two-variable Data Tables
Formula auditing
Power Query ETL
CSV, Excel and folder import
Split, merge, append and unpivot
Power Pivot relationships and keys
Business application: Build dynamic dropdowns, real-time filtered dashboards, sensitivity analysis, monthly templates and automated Power Query pipelines for recurring reports.
Dynamic Dashboards and KPI Reporting
Dashboard concepts and layout planning
Choosing Pareto, trend, variance and KPI visuals
Clean chart formatting
Slicers, timelines and interactivity
Combining Pivot Tables, formulas and visuals
Business application: Build an end-to-end production, sales or quality dashboard, create management-ready KPI scorecards and complete a final assessment dashboard.
Gen AI for Excel, ChatGPT Workflows and Sheet Security
AI-driven productivity in Excel
Limits of traditional Excel functions
ChatGPT and Copilot-style formula support
Analyzing Excel data with ChatGPT
Generating instructions, formulas and macro ideas
Automated workflows using formulas and Power Query
Worksheet and workbook protection
Cell protection and review settings
Business application: Use AI to generate formulas, clean data, draft macro logic, convert business logic into Excel models and protect reports from unwanted changes.
Get the detailed course outline
Share minimal contact details and we will send the outline with suitable duration and delivery options.