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Advanced Excel for Data Management and Dashboards

Master the advanced features of Microsoft Excel to solve complex data challenges and boost productivity for financial analysts, data managers, and business professionals. This course covers professional spreadsheet creation, advanced formulas, macros, and data visualization, addressing the growing demand for expert-level Excel skills—over 1.2 million MOS certifications have been earned globally. Gain hands-on expertise to streamline workflows and meet project-specific needs efficiently.

Prepare for the Microsoft Office Specialist: Excel Expert (Microsoft 365 Apps) certification with Koenig Solutions’ official vendor-authorized courseware and 30-day lab access. Validate your skills to stand out in the job market and unlock career advancement in data-driven roles.

8 Hours (1 Days)
Live Online / Classroom
11+ professionals trained

Training Formats & Pricing

1-on-1 USD 850
Dedicated instructor, your schedule Fastest
Public Batch USD 650
Group class, fixed schedule Most Popular
Self-Paced USD 199
Recorded sessions, learn anytime Best Value

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Course Overview

The Microsoft Advanced Excel course is designed for professionals seeking mastery in Excel’s most powerful features, specifically preparing candidates for the Microsoft Excel Expert (Microsoft 365 Apps) certification exam MO-211. This course targets business analysts, financial planners, and data managers who need to create complex spreadsheets, automate workflows, and produce professional reports. Participants will gain expertise in managing advanced charts, tables, and macros, skills directly aligned with the exam’s objectives. According to Microsoft, over 2 million professionals globally have earned MOS certifications, demonstrating the widespread employer recognition and demand for validated Excel proficiency across industries such as finance, consulting, and operations.

Learners engage with core Microsoft 365 tools including Excel for Microsoft 365, OneDrive for cloud storage, and SharePoint for collaborative workbook sharing. The course includes hands-on labs conducted in a Windows-based desktop environment where students configure custom business templates, build amortization tables, and design multi-axis financial charts using advanced formulas like INDEX-MATCH, array functions, and dynamic arrays. A key project involves creating a fully automated inventory management system with macros and pivot tables, simulating real-world business scenarios. These exercises are performed using the official Microsoft Excel interface, ensuring familiarity with the actual exam environment and practical workplace applications.

This training prepares candidates for the Microsoft Office Specialist: Excel Expert (Microsoft 365 Apps) certification, a globally recognized credential that validates elite spreadsheet competency. Certified professionals often see career advancement opportunities, with Payscale reporting an average salary of $62,000–$85,000 for roles requiring advanced Excel skills, such as financial analysts and business intelligence specialists. Koenig Solutions enhances learning with official Microsoft courseware, 1-on-1 instructor support, and a Guaranteed-to-Run schedule, ensuring timely access to training. Completing the Advanced Excel course empowers professionals to drive data-informed decisions and stand out in competitive job markets.

What You'll Learn

Configure workbook options and settings in Microsoft Excel to enhance your productivity with Advanced Excel training from Microsoft
Format and organize data efficiently using Microsoft Excel tools to streamline your workflow
Develop complex formulas with Microsoft Excel functions to perform sophisticated data analysis
Automate repetitive tasks with macros in Microsoft Excel to save time and reduce errors
Create professional, advanced charts in Microsoft Excel to visualize data insights clearly
Improve data analysis by optimizing data models with Power Pivot in Microsoft Excel for faster, more accurate results

Skills You'll Gain

Excel PivotTables Advanced Excel Formulas Excel Data Validation Excel Named Ranges Excel Conditional Formatting Excel VBA Macros Excel Power Query Excel Dashboard Design Excel What-If Analysis Excel Data Models Excel Array Formulas Excel XLOOKUP Function Excel Dynamic Arrays Excel Goal Seek Excel Scenario Manager Excel Data Tables Microsoft Excel Expert

Prerequisites

Recommended knowledge before taking this course
  • Proficiency in creating and managing PivotTables, PivotCharts, and slicers in Advanced Excel by Microsoft
  • Experience with advanced Excel formulas and functions such as INDEX-MATCH, OFFSET, and array formulas in Microsoft Excel
  • Ability to create and modify macros using VBA for automation within Advanced Excel
  • Skill in managing and formatting complex datasets and tables using Microsoft Excel
  • Familiarity with managing workbook options and settings, including protection and sharing features in Advanced Excel
  • Prior certification MO-200 or equivalent experience in Excel Associate-level skills with Microsoft Excel
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Certification Exam

Everything you need to know about the Advanced Excel for Data Management and Dashboards certification exam

Exam Details
Exam Name
Advanced Excel for Data Management and Dashboards
Exam Cost
$99 USD (pricing varies by region and currency; prices are subject to change by Microsoft)
Format
Multiple choice, labs & case studies
Questions
Duration
Passing Score
Validity
Retake Policy
Candidates must wait 24 hours after the first failure and 14 days for subsequent attempts.
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Advanced Excel for Data Management and Dashboards

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Course Curriculum

Structured learning with hands-on labs and real-world scenarios

1
Day 1– Master Advanced Excel Workbook Settings
Enable or disable macros Secure workbook structure and application windows Restrict document editing and user permissions Configure complex calculation options Manage workbook recovery and version history Link external data sources Customize environment settings Prepare professional workbooks for secure sharing
2
Day 2– Advanced Excel Data Formatting and Validation
Accelerate entry using Flash Fill Design custom number formats Implement robust data validation rules Organize data by grouping rows and columns Insert accurate subtotals Clean datasets by removing duplicate records Apply conditional formatting using complex formulas Manage formatting rule sets
3
Day 3– Build Advanced Excel Complex Formulas
Execute nested logic with IF, IFS, SWITCH Apply COUNTIF, SUMIF, AVERAGEIF Master multi-criteria COUNTIFS, SUMIFS, AVERAGEIFS functions Perform lookups with XLOOKUP, VLOOKUP, HLOOKUP Use INDEX and MATCH for dynamic lookups Automate dates with NOW and TODAY functions Calculate timelines using WORKDAY and WEEKDAY Simplify formulas using the LET function
4
Day 4– Advanced Excel Analysis, Automation, and Data Modeling
Consolidate data from multiple ranges Execute what-if analysis using Goal Seek Model data scenarios with Scenario Manager Forecast future trends using statistical functions Calculate financial metrics with PMT Filter datasets dynamically using Dynamic Arrays Transform data using Power Query Develop relationships using Power Pivot and Data Modeling
5
Day 5– Advanced Excel Charts, PivotTables, and Certification Prep
Build professional dual-axis charts Create Box & Whisker and Histogram visualizations Design Combo, Funnel, and Waterfall chart types Develop and modify PivotTables Group data and create custom calculated fields Configure value field settings Create and format interactive slicers and timelines Align skills with Microsoft Office Specialist (MOS) Expert Exam MO-201

What's Included in Your Training

Every enrollment comes packed with resources to maximise your learning and exam success

Hands-On Lab

Live Lab Sandbox

Real Environment

Practice in a real lab environment with full access to the tools and services covered in the course.

30+ Guided Labs

30+

Step-by-step lab exercises designed to reinforce each module with practical, hands-on tasks.

Lab Manual Included

Full Guide

Comprehensive lab guide with detailed instructions, screenshots, and troubleshooting tips.

Post-Training Access

30 Days

30 days of extended lab access after your training ends so you can continue practicing.

Career Outcomes

78%

of Advanced Excel for Data Management and Dashboards certified professionals report career advancement within 6 months

Salary Impact

+16%

Average salary increase reported after obtaining the Advanced Excel for Data Management and Dashboards certification

Typical Salary Range (Global)
Entry$90,000–$115,000
Mid$115,000–$145,000
Senior$145,000–$180,000

*Source: Glassdoor / LinkedIn 2025

Job Roles

6
  • Financial Planning & Analysis (FP&A) Analyst
  • Data Visualization Analyst
  • Business Intelligence Analyst
  • Reporting & Compliance Specialist
  • Operations Management Lead
  • Advanced Administrative Strategist

Companies Hiring

5,000+
Microsoft Accenture Deloitte JP Morgan Chase Goldman Sachs IBM PwC Amazon Bank of America

and 5,000+ organizations worldwide seeking Advanced Excel for Data Management and Dashboards certified professionals

Real Transformations

Course Student Reviews

Real results from IT professionals who trained with Koenig — rated 4.9/5 from 18,400+ verified reviews.

18,400+
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  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

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    AZ-104 Certified ✓ Verified
  • ★★★★★

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    Business Intelligence Lead

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    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

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    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

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    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

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    Security Analyst

    SC-300 Certified ✓ Verified
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    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

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    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
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