Professional workbook structure
Organise sheets, tables, ranges, names, formats, and references so workbooks remain clear, consistent, and safe to update.
Course 03 / Productivity pathway
Advanced MS Excel with AI Automation
Move beyond manual spreadsheets with advanced formulas, structured analysis, refreshable data, dashboards, macros, and AI-assisted problem solving.
Course overview
Build Excel systems that are faster, clearer, and easier to maintain.
This program develops strong workbook fundamentals before moving into advanced analysis and automation. You will learn to structure data correctly, write reliable formulas, summarise large tables, create decision-ready dashboards, and reduce recurring manual work.
Best forAnalysts, finance and operations teams, administrators, and experienced Excel users
Core toolsMicrosoft Excel, Power Query, macros, VBA concepts, and AI assistants
You will buildA refreshable reporting workbook with dashboard and automation steps
ProgressionAdvanced reporting, data analytics, Power BI, or office automation
Formula logicReliable calculations and lookups
Data toolsTables, filters, and Power Query
AutomationMacros and AI-assisted workflows
DashboardRecurring management report
Essential curriculum
What you will learn
The Excel handout has been shaped into six professional modules that move from strong workbook habits to analysis, visual reporting, and automation.
Advanced formulas and lookup logic
Use conditional calculations, text and date functions, lookup and reference functions, absolute and relative references, error handling, and nested logic.
Data cleaning and quality control
Apply tables, sorting, filtering, validation, conditional formatting, Flash Fill, duplicate handling, and checks that prevent common data errors.
PivotTables, charts, and dashboard design
Summarise large datasets, group and filter results, select appropriate chart types, format visual elements, and arrange KPIs into a clear dashboard.
Power Query and repeatable reporting
Import files, transform fields, merge and append tables, create refreshable preparation steps, and reduce repeated copy-and-paste work.
Macros and AI-assisted automation
Record and refine macros, understand practical VBA logic, use AI to draft and explain formulas, troubleshoot errors, document workflows, and plan safer automation.
Practical outcomes
Skills you can apply immediately at work.
Design reliable workbooksUse structured tables, names, references, and validation to reduce errors.
Solve formula problemsCombine logical, lookup, text, date, and aggregation functions confidently.
Clean recurring dataTurn inconsistent files into refreshable, analysis-ready tables with Power Query.
Summarise performanceUse PivotTables, charts, slicers, and KPIs to make patterns easy to scan.
Automate repeated stepsRecord macros and structure recurring tasks so reporting takes less time.
Use AI with judgmentDraft, explain, review, and document formulas without losing control of accuracy.
Portfolio capstone
Create a refreshable Excel management reporting system.
Build a workbook that imports source data, applies repeatable preparation steps, calculates core KPIs, and presents the results through a polished dashboard with documented automation.
01Structured input and validation layer
02Power Query preparation workflow
03Formula and PivotTable analysis model
04Dashboard with automated update steps
Admissions
Ready to work smarter in Excel?
Ask about the required Excel level, the next batch, fees, and learning format.