Advanced Excel training for teams

Turn your team’s spreadsheets into reports people trust

This advanced Microsoft Excel training helps your team clean data, connect tables, build clear dashboards and automate the routine part – in four live, hands-on sessions.

4 modules · 90 minutes eachOnline or on siteEnglish or German

After four sessions your team can

  • 1clean any export into data they can trust
  • 2link tables and turn numbers into decisions
  • 3build a one-page dashboard management reads in seconds
  • 4automate weekly routines with macros and AI
What your team can do afterwards

Faster reports, fewer errors, more time for the thinking

Every module ends with something your team uses the next day.

Trust the numbers

Clean an export in minutes and build input sheets that only accept clean data.

Connect instead of copy

Look up and combine data across tables so every report draws on one source.

Show the message

Build charts, pivot tables and a one-page dashboard that management reads in seconds.

Win back time

Automate repetitive steps with macros, shortcuts and AI – every week, from the next report on.

How it works

An advanced Excel training built around real work

Short inputs, then straight into the file. Every participant works in a copy of their own.

Hands-on all the way

A new task every few minutes, live in Microsoft Excel – with the file open, the whole time.

Realistic data

Practice files with sales, stores and targets that look like everyday reports.

Step by step

Each module builds on the last – from clean data to dashboards to automation.

The agenda

Four modules of the Excel course for teams

Book the full series or the modules your team needs most.

Module 1

Data Integrity and Hygiene

Work with large tables safely and turn messy exports into data you can trust.

  • Sort by one or several columns, with header rows – and the pitfalls to avoid
  • Filter by values, condition and colour; total only the visible rows with SUBTOTAL
  • Excel tables: structured references and totals that grow with the data
  • Clean data: TRIM, Text to Columns, Flash Fill, fix text-numbers and dates, remove duplicates, find & replace
  • Quick summaries: UNIQUE combined with SUMIF and SUMIFS, e.g. sales per store or region
  • Data validation: dropdown lists, number and date rules, dependent dropdowns
  • Conditional formatting with formulas: gaps between two lists, duplicates, whole rows flagged by one value
Module 2

Connectivity and Logic

Link data across tables and let formulas turn numbers into decisions.

  • Lookups with VLOOKUP and XLOOKUP, with clean error handling via IFERROR
  • Connect tables and worksheets: pull product, store or region details from a master list
  • IF for simple rules, e.g. “on target” or “below target”
  • Several conditions with nested IF and IFS, e.g. a traffic-light status
  • IF with AND/OR, e.g. flag stores below target in a specific region
  • COUNTIF and COUNTIFS: count by one or several criteria
  • FILTER and SORT: dynamic lists that update themselves
Module 3

Data Visualisation

Make the message obvious at a glance and build a one-page dashboard.

  • The right chart for the question: ranking, trend, share, relationship
  • Column, bar, line, pie and combo charts that speak clearly
  • Colour and design principles: one highlight colour, grouping, white space, action titles
  • Pivot tables and pivot charts: grouping by month and quarter, filters, calculated fields
  • Slicers and timelines that filter several charts at once
Module 4

Automation and Efficiency

Hand repetitive work to Excel and use AI as a smart assistant.

  • Record a simple macro, save it in a macro-enabled workbook and run it with a shortcut
  • Copilot in Excel and other AI tools: prompts that work – and how to check what AI suggests
  • Productivity tips: keyboard shortcuts, paste special, freeze panes and grouping
  • Templates your team reuses every week
Formats

Fits your calendar and your locations

Teams spread across countries and time zones learn together in live online sessions. Teams in one place often prefer a day in the room.

Live online series

Four sessions of 90 minutes on the video platform your team already uses – spread over a few weeks so the skills stick.

On site at your offices

The same modules in the room, as a full or half training day.

Your mix of modules

Pick the modules that close your team’s biggest gaps.

What they take away

Templates and files to reuse every week

A practice file per module – with solutions to look up later

A clean-data checklist for every new export

An input sheet with dropdowns and validation rules

A lookup and logic template for status reports

A one-page dashboard to adapt to your own data

A recorded macro and a set of AI prompts that work

Clients

SkillDay works with teams at

AllianzBayerDHLeBayBrown-FormanLufthansaMcKinseyMercedes-BenzSiemensVolkswagenVodafoneVantage TowersHarvey NormanMitsubishiHyundaiESAPwCEYPorscheAstraZeneca
FAQ

Questions about the advanced Excel training

Who is the advanced Excel training for?

For people who already use Microsoft Excel every day – they know SUM, simple filters and basic formatting – and want to work faster, more accurately and with more confidence.

Online or on site?

Both. Most teams book four live online sessions of 90 minutes each. We also run the modules on site at your offices.

Can we book single modules?

Yes. Each module works on its own; together they build on each other. In a short call we pick the mix that fits your team.

Do you work with our own data?

Every module comes with a practice file built on realistic data. On request we shape the exercises around your typical reports, using anonymised or sample data that looks like yours.

Which languages do you train in?

English and German. If your team needs further languages, tell us in the first call.

What do participants need?

Microsoft Excel on their laptop and, ideally, a second screen. Functions such as XLOOKUP, UNIQUE and FILTER, and the AI features, depend on your Excel version and Microsoft 365 licence – we adapt the exercises to your setup.

Is there a training just on Copilot in Excel?

Yes – our Copilot in Excel training focuses on working with AI in your spreadsheets.

Microsoft, Copilot, Excel and Microsoft 365 are trademarks of the Microsoft group of companies. SkillDay is an independent training provider and is not affiliated with or endorsed by Microsoft.

Jörn Steinz, trainer for advanced Excel training
Your trainer

Jörn Steinz

Founder of SkillDay · trainer and facilitator since 2014

Jörn started as a consultant at Accenture and worked in corporate development at XING and the freenet Group. Today he and a network of around six SkillDay trainers help teams across Europe work faster and more accurately with the tools they use every day.

1.000+workshops facilitated
2014training teams since
EN / DEtraining languages

Ready for faster, cleaner spreadsheets?

Tell us about your team and your reports. We suggest the modules, format and dates that fit – in a short call.

SkillDay
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