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Microsoft Excel - Expert

  • Length 1 day
  • Price  NZD 495 exc GST
Course overview
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Why study this course

Become an Excel Expert using the Power Platform! This course is intended to help advanced Excel users supercharge their Excel skills and learn multiple ways to boost productivity.

Learn how to work with large data sources, transform and clean data using Power Query, and create an advanced data model in Power Pivot. Take advantage of Microsoft Excel’s cloud automation, Office Scripts, and Power Platform to further automate your spreadsheet both in the cloud and on your desktop. You will also be introduced to Power BI and see how quickly you can turn your data into actionable insights with just a few clicks.

This course builds on what was learned through Microsoft Excel - Beginner, Intermediate, and Advanced courses. After completing this course, you may be interested in one of our Excel Specialist courses.

Note: Excel 2016, Excel 2019, Excel 2021, and Excel 365 are all desktop application versions of Microsoft Excel. Excel 2016, Excel 2019, and Excel 2021 are the perpetual, bought-outright, stand-alone versions of the software; Excel 365 is the subscription-based version. Anyone working with any of these versions will be able to successfully complete this course. Throughout this course you will be using the desktop app; the course does not cover use of the web/online app.

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What you’ll learn

At the completion of this course you should be able to:

  • Work effectively with large datasets in Excel

  • Transform and clean data in Power Query

  • Create data relationships

  • Create customised calculations in Power Pivot

  • Use Office Scripts for automation

  • Create workflows with Power Automate

  • Create visualisations of your model in Power BI

  • How to connect Excel and Power BI data

  • Understand when to choose Excel or Power BI

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Who is the course for?

This course is designed for experienced users of Excel who want to learn more about handling data in Power Query and building automations into their models.

Course subjects

Power Query

  • Open Power Query

  • Configure Power Query

  • Add Power Pivot

  • Modify the Quick Access Toolbar

Get Data

  • Import Data from:

    • CSV File

    • Excel Table, List, Pivoted Data

    • Folder

    • PDF File

  • Type in the Data

  • Load the Data to Excel

Transform Data

  • Applied Steps

  • Deleting Applied Steps

  • Adding Applied Steps

  • Editing Data using

    • Fill Down

    • Trim

    • Replace Values

  • Filters

  • Modify the Filter Manually

  • Format

  • Removing Errors

  • Unpivoting Data

Working with Columns

  • Deleting Columns

  • Renaming Columns

  • Adding Columns

  • Standard and Custom Date Columns

  • Renaming Applied Steps

  • Create a Conditional Column

Working with Queries

  • Grouping Queries: Creating Query Groups

  • Appending Queries

  • View the Loaded Queries

  • Rename Queries

  • Reloading the Queries

  • View the Re-loaded Queries

  • Stop a Single Data Load

  • Stop Multiple Data Loads

  • Extended Exercise: Macro

Power Pivot

  • Data Model

  • Add Tables to a Data Model

  • Arrange the Data Model

  • Connect the Data Model using Create

  • Connect the Data Model using Manage

  • Connect the Data Model using Click and Drag

  • Pivot Table

  • Pivot Table from Excel

  • Pivot Table from Power Pivot

  • Measure in Power Pivot

  • Sum in DAX

  • Pivot Table for Measures

  • Measure with Filter

Data Types

  • Standard Data Types

  • Stock Data Type

  • Uploading Stock Data Type

  • Displaying Extra Data

  • Custom Data Type - Get Data

  • Custom Data Type - Transform Department Data

  • Custom Data Type - Transform Countries Data

  • Custom Data Type - Merge Data

  • Create Custom Data Type

  • Create Custom Report

  • Extend the Custom Report

Office Script

  • Load file into OneDrive

  • Office Script

  • Before You Record a Script

  • Start Recording

  • Edit the Script

  • Rename the Script

  • Change the Chart Title

  • Script a Dynamic Range

  • Script a Loop

  • Power Automate Online

  • Open Power Automate

  • Start Power Automate and Select Trigger

  • Add an Action

  • Add a Second Action

  • Check the Flow

  • Test the Flow

Power Automate Desktop

  • The Setup 104

  • Start Desktop from Online

  • Working with Excel

  • Launch Excel Action

  • Read from Excel Action

  • Create new List Action

  • Write to Excel Worksheet Action

  • Working with the Browser

  • Get the Converter Page

  • Looping Through Currencies

  • Create a For Each Action

  • Retrieving the Rates

  • Using the Recorder

  • Edit the Recording

  • Copy Actions

  • Save Value to a List Action

  • Running the PAD

  • Run the Actions

  • Finding the bug


This course assumes the user is experienced with Excel features and tools. You should be familiar with most of the material covered in Excel - Intermediate and Advanced.

Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.

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