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Advanced Excel for Business

NYIM Training
4.5 750 reviews

Sharpen your Excel capabilities with focused, practical training in advanced tools including What-If Analysis, INDEX-MATCH, and macro automation. Designed for professionals who rely on Excel every day, this course delivers real efficiency gains through custom shortcuts and powerful features that reduce repetitive tasks and speed up complex workflows.

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  • 185 Madison Ave, New York, NY & Virtually Online
Advanced Excel for Business
Advanced Excel for Business
Advanced Excel for Business
Advanced Excel for Business
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Start Dates (44) $299/person

Thu. Oct 29th, 10am–5pm ET
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Wed. Nov 11th, 10am–5pm ET
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Mon. Nov 16th, 6–9pm ET
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  • Mon, Nov 16 at 6:00pm - 9:00pm
  • Wed, Nov 18 at 6:00pm - 9:00pm
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Wed. Dec 2nd, 10am–5pm ET
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Thu. Dec 17th, 10am–5pm ET
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Class Description

Description Syllabus Cancellation Policy

Description

Develop mastery of advanced Excel techniques and strategies through intensive hands-on training and practical application. Learn to harness the power of Excel's most sophisticated tools, including What-If Analysis capabilities, INDEX-MATCH formula combinations, macro automation, and additional advanced features designed for professional users.

This essential course is specifically designed for working professionals who rely on Excel as a central tool in their daily responsibilities and workflows. You will learn methods for making functions more flexible and adaptable, advance your Pivot Table skills to leverage more sophisticated functionality, and automate repetitive tasks using custom macros that save considerable time. You will develop competency with Excel's core database functions and advanced lookup techniques. If you currently possess a strong working knowledge of Excel fundamentals and seek to optimize your efficiency with additional time-saving shortcuts and advanced capabilities, this course is an ideal fit for your professional development.

Required Prerequisites:

Participants must demonstrate Excel proficiency equivalent to our Intermediate Excel course, including competency with VLOOKUP functions, Pivot Table construction and manipulation, and IF statement logic.

Core Learning Objectives and Topics:

  • What-if analysis techniques, including goal seek and data table functionality
  • Advanced cell reference locking and worksheet protection
  • Create more flexible lookup functions using INDEX-MATCH combinations
  • Advanced PivotTable techniques and custom calculations
  • Record and implement relative and absolute macro automation
  • Advanced nested functions and complex formula creation
  • Keyboard navigation without mouse dependency using hotkeys

Comprehensive Course Syllabus

  • Advanced Navigation
    • Advanced Navigation techniques and methods
    • Fill operations review and practice
  • Cell Management
    • Advanced cell locking and worksheet protection
    • Keyboard shortcuts and hotkeys
    • Cell Auditing and formula tracing
    • Go to special for complex selection
  • Special Formatting
    • Conditional formatting using formulas
    • Date functions and calculations
    • Custom number formats and display options
  • Advanced Functions
    • Nested IF statements and complex logic
    • IF statements with AND and OR operators
  • What If Analysis
    • Goal seek for target calculations
    • Data tables for scenario analysis
  • Advanced Analytical Tools
    • Calculation options and settings
    • Conditional SumProduct formulas
    • PivotTable base fields and set creation
    • PivotTable calculations and custom aggregations
    • PivotCharts and visual analysis
  • Advanced Database Functions
    • XMATCH function for flexible matching
    • INDEX-MATCH combinations for powerful lookups
    • INDEX-Double MATCH for complex multi-criteria matching
  • Introduction to Macros
    • Recording and editing macros
  • Dynamic Arrays
    • Dynamic array formulas and usage
  • Capstone Projects
    • End of class projects and real-world applications

Learn more about Advanced Excel for Business offered at NYIM Training.

Syllabus

Advanced Navigation

Advanced Navigation

  • Advanced navigation techniques

Fill Review

  • Review of Autofill conventions and techniques

Cell Management

Mixed Reference Formulas

  • Create powerful formulas by locking either the column or the row

Hot Keys

  • Transform the ribbon into a visual listing of pre-assigned shortcuts

Cell Auditing

  • Observe the relationship between formulas and cells

Go To Special

  • Quickly select cells that meet certain criteria

Special Formatting

Conditional Formatting-Formulas

  • Create custom rules for Conditional Formatting with formulas

Date Functions

  • Calculate dates with a variety of functions

Custom Number Formats

  • Customize number formats to meet specific requirements

Advanced Functions

Nested IF statements

  • Nested "IF" statements allow for more than just two possibilities in a single cell

IF statements with AND/OR

  • Expand the functionality of the IF function by adding an AND / OR criteria

What If Analysis

Goal Seek

  • Find the desired result by adjusting an input value

Data Tables

  • Data Tables show the range of effects of one or two different variables on a formula

Advanced Analytical Tools

Calculation Options

  • Minimize volatility by changing calculation options

Pivot Table-Base Fields & Sets

  • Analyze data in a Pivot Table with increased granularity by defining base fields and sets

Pivot Table-Calculations

  • Create calculated rows or columns in a Pivot Table that go beyond the source data

Pivot Charts

  • Create dynamic, graphical representations of Pivot Table data

Advanced Database Functions

XMATCH function

  • Return the relative position (column or row number) of a lookup value

INDEX-MATCH

  • Efficiently return a value or reference from a cell at the intersection of the row and column

INDEX-Double MATCH

  • Use a second Match function to create a powerful, two-way lookup tool

Introduction to Macros

Recording Macros

  • Record macros that involve formatting and calculations

Dynamic Arrays

Dynamic Arrays

  • Use formulas that can return arrays of variable size

End of Class Projects

Projects

  • End of class project to review key concepts from the class

Refund Policy

  • Students may cancel up to 11 business days before the class/program start date and receive a refund, less the registration fee (10% of the undiscounted course price).
  • Cancellations within 11 business days are not permitted, but students may reschedule up to 4 business days before the class start date.

For cancellations and reschedules, please email us at [email protected]

Reviews of Classes at NYIM Training (750)

(4.5-star rating across 750 reviews)

This class: 4.6 out of 5 from 18 reviews

  • Advanced Excel for Business

  • Advanced Excel for Business

  • Advanced Excel for Business

    Michael was a great professor. Kept us on track to go through every subject on the agenda and allowed space for questions along the way.

  • Advanced Excel for Business

  • Advanced Excel for Business

    Great teacher! She was really helpful and moved at a solid pace. Answered all questions super well. She made the class.

  • Advanced Excel for Business

    Garfield is the best instructor. Took him twice for different Exel classes.

  • Advanced Excel for Business

  • Advanced Excel for Business

  • Advanced Excel for Business

    The course was structured well and the content was very applicable to a business setting, however, I don't think it should be labelled as 'advanced', but rather Intermediate pt.2. Additionally the instructor didn't seem entirely confident teaching the content, and we moved extremely slowly through each segment due to mistakes she made (which participants taking the class had to correct her on regularly). Because of this, we were not even able to complete the final project exercise, which I was looking forward to...

  • Advanced Excel for Business

    Michael followed the syllabus well and class was knowledgeable, which helped with the fast pace we set throughout the day. Thanks Michael for a job well done.

  • Advanced Excel for Business

    great class. pace at times can be a little too fast. (a few more pauses would help)

  • Advanced Excel for Business

    I attended the one day Advanced Excel Power Users Level 3 course taught by Karen M. and it was amazing! I have used Excel for over 10 years while working in financial services, yet was never formally taught the application. So while I have used vlookups, hlookups, pivot tables and various functions to analyze large sets of data I was still hesitant to attend this class fearing it would be too advanced. So glad I decided to sign up - the pace of the course was perfect. Karen explained things in a way that made it easy to understand and follow along. I liked how she would continue to repeat the "quick tips" so they would stick in your head and by end of day you were using them to work thru the application. This is a great course for someone who is very familiar with Excel but wants to learn how to use Excel more effectively & efficiently to analyze large sets of data (e.g, nesting of functions, indexing, recording & editing macros, functions other than the typical SUMIF, etc.). Great course and would definitely recommend.

  • Advanced Excel for Business

  • Advanced Excel for Business

    Karen was great. She was very patient and knowledgable. I really learned a lot

  • Advanced Excel for Business

  • Advanced Excel for Business

  • Advanced Excel for Business

    Very knowledgeable instructor.To give you a better idea the following was covered in this class: min, max, sum, offset, count, absolute, conditional formatting, importing data from website, text to column, find, iferror, consolidate, left, right, concatenate, mid, replace, dates match index, indirect, pmt, arrays, overview of macros,

  • Advanced Excel for Business

    I thought this class was a wonderful overview of ways to improve your efficiency in using excel and touched upon some Macros and match index examples at the end. The teacher was good and it was only me and one other person so we were able to ask a lot of questions.
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