Advanced Excel for Professionals
Event Date
5th Nov 2025
Location
Request for brochure
Overview
Microsoft Excel has been a part of our lives for around 40 years now and for the first 30-35 years of its life, we were treated to an ever growing core of Excel functionality that was released to us every year or two. Ever since they introduced Office 365, however, that landscape changed and now we see changes, sometimes game changing updates all of the time. Keeping abreast of developments and learning to work with them can be a challenge.
For this course, we assume that you are already an intermediate user of Excel: that will mean you already have at least five years of beginner and intermediate experience under your belt. It also means that whether you are aware of the latest changes to Excel or not, you are ready to welcome them into your Excel life and accept the challenge of mastering them. We will be using Excel 365 throughout the course, although Excel 2024 may be a substitute if you have that. Excel for the Mac does not have everything you need for this course.
Rest assured that the contents of this course will not only be aimed at accountants, financial modellers, sales, marketing and HR personnel but we welcome engineers and scientists, too. Some of the examples we will be using will be directly relevant to engineers, for example. There will be statistical work as well and that should appeal to everyone, whatever their background.
Learning Objectives
By the end of the course, delegates will be able to:
- Follow spreadsheeting best practice at all times
- Import, clean and reorganise data to make it ready for application and analysis
- Apply the latest dynamic array functionality in Excel
- Appreciate when and how to apply LET and LAMBDA functions in Excel
- Apply and analyse the key elements of Power Query in an advanced data analysis setting
- Implement the Data Model in Excel using multi table input sources
- Prepare and organise data sources for further analysis and assessment
- Recognise the ways in which advanced users of Excel might apply Python in Excel, R Studio and VBA to their data sources
- Integrate Flash Fill, conditional formatting and data validation in a variety of data analysis and reorganisation settings
- Carry out forecasting and time series modelling exercises using the more advanced Excel functionality built for this purpose
- Review the case studies made available to delegates to this course as they seek to consolidate their advanced Excel learning
Who should attend?
This course is best suited for intermediate to advanced professionals from any sector, finance, marketing, engineering, HR, data science, who rely on Excel regularly and are ready to leverage the latest Excel 365 features for higher productivity, better modelling and data driven decision making.
- Experienced Excel Users
- Accountants
- Financial analysts
- Budget officers
- Financial controllers
- Business analysts
- Finance and Accounting Professionals
- Sales, Marketing and HR Analysts
- Engineers and Scientists
- Data Professionals
Topics Covered
- Training Methodology
- Introductory & Refresher
- Data Preparation & Presentation Methods
- Excel Formula Structure & Debugging
- Dynamic Arrays & Advanced Functions
- Depreciation Methods & Financial Analysis
- Flash Fill, Visualisation & Pivot Tables
- Macros and Advanced Excel Automation
- Power Query & Power Pivot
- Statistics, Python
- Forecasting & Time Series Modeling
- Case Studies for Advanced Excel
Our Speakers
Duncan is an Accounting and Management Consultant with significant experience with a sustained record of success established in the Educational, Financial and Commercial marketplaces. Duncan is an inspirational presenter whose excellent communication skills have been demonstrated across several countries and cultures assisting students, trainees and colleagues to achieve their full potential. Duncan’s international experience includes projects and consultancies carried out in the Middle East, Africa, South East, South and Central Asia, the Caucasus, Australia, New Zealand, the Balkans and Denmark. He also regularly works with colleagues from around the world via his on line activities. Duncan combines his extensive academic and training experience with significant manufacturing and commercial work. In addition to working as a teacher and trainer, Duncan has experience of working in a wide variety of settings, ranging from working as a management accountant in process industries in the UK to product cost consulting in several industries in Eastern Europe. Duncan has published widely over the years and his publications listing includes Have published books and articles, case studies and so on: my latest series of books is a three volume set entitled the Power Trilogy: Power BI, Power Pivot and Power Query Finance. I have also recently published The Non Financial Manager and my four volume work, Excel Solutions for Accountants, all of which have been published by www.bookboon.com. In addition, Duncan has written The Accounting and Bookkeeping Coach, published in April 2014 by Hodder and Stoughton. He self published, via amazon.com, three books in 2012: a large starter book on Excel together with much small introductory text on Excel.
He maintains his own Blog, Duncan’s Diurnal Diatribe, that contains many articles and observation on spreadsheeting, modelling, accounting and finance. He contributes significantly to various spaces on www.quora.com. Duncan holds an MBA degree from the University of Newcastle upon Tyne in the UK together with a Diploma in Marketing from the Chartered Institute of Marketing. He also holds a Certificate of Education and a Higher National Diploma in Business Studies.
