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Excel for Microsoft 365/2021 - Level 4 - Extract, Analyze, and Visualize Data

Excel for Microsoft 365/2021 - Level 4: Extract, Analyze, and Visualize Data is a one-day, 8-hour course designed for participants with an intermediate understanding of Excel. This intensive training focuses on data extraction, transformation, and loading using Power Query, followed by data analysis and dashboard creation. You will learn how to manage and reorganize data, combine datasets, and work with web data efficiently. The course also covers creating impactful dashboards, utilizing slicers, and understanding the vital aspects of data analysis. By the end of this course, you'll be equipped to leverage Excel for advanced data tasks, ensuring your reports and visualizations are both insightful and professional.

8 Hours (1 Days)
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Course Overview

The **Excel for Microsoft 365/2021 - Level 4 - Extract, Analyze, and Visualize Data** course by Microsoft is designed for professionals aiming to master advanced data workflows in Excel. This training prepares learners for the **MO-211: Microsoft Excel Expert (Microsoft 365 Apps)** certification exam, a credential recognized globally for validating expert-level spreadsheet proficiency. Ideal for business analysts, financial planners, and data managers, this course equips users with the skills to transform raw data into strategic insights. With over 750 million people using Microsoft Office worldwide, demand for certified Excel experts remains strong across finance, consulting, and operations roles where data-driven decision-making is critical.

Participants engage with core technologies including Power Query for data extraction and transformation, Power Pivot for robust data modeling, DAX (Data Analysis Expressions) for advanced calculations, and Excel’s Data Model for integrating multi-source datasets. The hands-on lab environment centers on real-world scenarios such as building an interactive sales performance dashboard using the AdventureWorks dataset. Students learn to extract data from web sources and CSV files via Power Query, establish table relationships in the Data Model, create KPIs using DAX measures, and visualize trends through dynamic PivotCharts and slicers. These labs simulate enterprise reporting workflows, enabling learners to build fully functional dashboards that update automatically when refreshed—mirroring actual business intelligence practices.

By completing this course, candidates are well-prepared to earn the Microsoft Office Specialist: Excel Expert (Microsoft 365 Apps) certification, which is endorsed by industry leaders and frequently listed in job postings requiring advanced Excel skills. Certified professionals report salary increases of up to 15%, with senior analysts and financial modelers earning between $75,000 and $95,000 annually in the U.S. Koenig Solutions enhances learning outcomes with official Microsoft courseware, Guaranteed-to-Run batches, and optional 1-on-1 training to ensure mastery. Graduates gain the expertise to design scalable data solutions, automate reporting processes, and drive strategic decisions—positioning them for advancement into senior analyst, BI specialist, or finance manager roles.

What You'll Learn

Extract and transform raw datasets using Power Query functions such as Unpivot, Merge, and Append to automate data cleaning and preparation workflows.
Integrate diverse external data sources into Excel models by configuring Power Query connections to ensure seamless data synchronization.
Analyze complex datasets by leveraging Microsoft 365 Copilot to generate automated insights, formulas, and trend analysis.
Execute predictive modeling and statistical forecasting by applying Python libraries like pandas and matplotlib directly within Excel cells.
Design dynamic, interactive dashboards by building a 4-quadrant KPI interface utilizing advanced PivotCharts and linked data models.
Visualize performance metrics by implementing synchronized Slicers and Timeline controls to enable real-time data storytelling and drill-down capabilities.

Skills You'll Gain

Power Query ETL Excel Data Modeling Data Transformation Merge Queries Append Queries Web Data Extraction M Language PivotTables PivotCharts Dashboard Design Slicers Timelines Data Validation Named Ranges Lookup Functions Data Analysis ETL Process

Prerequisites

Recommended knowledge before taking this course
  • Proficiency in Excel formulas and functions, specifically VLOOKUP/XLOOKUP, IF statements, and nested functions.
  • Experience working with Excel tables, structured data, and PivotTables for data summarization.
  • Ability to create and format charts to visualize data insights effectively.
  • Access to the desktop version of Excel for Microsoft 365 or 2021, as web-based Excel lacks the full Power Query functionality required for this course.
  • Familiarity with the 'Data' tab and Power Query features for data extraction and transformation.
  • Foundational understanding of data analysis concepts, including KPIs and dashboard creation.
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Certification Exam

Everything you need to know about the Excel for Microsoft 365/2021 - Level 4 - Extract, Analyze, and Visualize Data certification exam

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Excel for Microsoft 365/2021 - Level 4 - Extract, Analyze, and Visualize Data

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What's Included in Your Training

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

Career Outcomes

78%

of Excel for Microsoft 365/2021 - Level 4 - Extract, Analyze, and Visualize Data certified professionals report career advancement within 6 months

Salary Impact

+16%

Average salary increase reported after obtaining the Excel for Microsoft 365/2021 - Level 4 - Extract, Analyze, and Visualize Data 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
  • Data Analyst
  • Financial Analyst
  • Business Operations Analyst
  • Reporting Specialist
  • Excel Developer
  • Business Intelligence Analyst

Companies Hiring

5,000+
Microsoft Deloitte Accenture Ernst & Young (EY) PwC J.P. Morgan Chase & Co. Bank of America Amazon Booz Allen Hamilton Lockheed Martin

and 5,000+ organizations worldwide seeking Excel for Microsoft 365/2021 - Level 4 - Extract, Analyze, and Visualize Data certified professionals

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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.

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    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.

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  • ★★★★★

    “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.

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    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

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  • ★★★★★

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    James T.

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  • ★★★★★

    “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

Frequently Asked Questions

Everything you need to know about the Excel for Microsoft 365/2021 - Level 4 - Extract, Analyze, and Visualize Data training course

Is the certification exam included in the Excel for Microsoft 365/2021 - Level 4 - Extract, Analyze, and Visualize Data training, and what is the fee?
The Microsoft certification exam is not included in the course fee; it is purchased separately. The Microsoft Excel Expert (MO-211) exam costs $165 USD, though regional pricing varies. Candidates schedule and pay for their exam directly via Certiport or Pearson VUE.
What training formats are available for this course, and does Koenig offer Guaranteed-to-Run scheduling?
Koenig provides live online 1-on-1, public instructor-led, and self-paced Flexi Video formats. All live sessions are Guaranteed-to-Run, ensuring the class proceeds on the scheduled date even with one participant. This provides reliable, flexible access to expert-led training for every enrolled student.
How long is lab access provided, and what type of lab environment is used for this Excel training?
Students receive 30 days of hands-on lab access using a secure, cloud-based sandbox. This professional-grade Microsoft Excel workspace allows learners to master Power Query, data modeling, PivotTables, and dashboard creation in a real-time environment that mirrors industry-standard business intelligence workflows.
What is Koenig's rescheduling and cancellation policy for this Excel for Microsoft 365/2021 - Level 4 course?
Koenig offers free rescheduling for the course with at least 7 days' notice. Cancellations made within 7 days of the start date may incur a fee. Contact your Customer Success Manager to adjust your training schedule and ensure minimal disruption to your learning path.
What is the format and difficulty level of the Microsoft Excel Expert (MO-211) certification exam?
The MO-211 exam consists of approximately 40 performance-based and multiple-choice questions. It features a 60-minute time limit and a 700/1000 passing score. It validates advanced proficiency in data management, complex formulas, macros, and chart manipulation, reflecting high-level, real-world business intelligence tasks.
How long is the Microsoft Excel Expert certification valid, and what is the renewal process?
The Microsoft Excel Expert (MO-211) certification remains valid for one year. To renew, candidates must complete a free, online, unproctored assessment on Microsoft Learn during their six-month eligibility window. The assessment focuses on the latest updates to Excel and Microsoft 365 Apps.
What post-training support does Koenig provide after completing the Excel for Microsoft 365/2021 - Level 4 course?
Koenig offers 30 days of post-training support, including access to recorded sessions, 200+ practice test questions, trainer consultations, and continued lab access. Learners also receive official courseware and a certificate of completion to validate their expertise and accelerate their exam preparation efforts.
What prerequisites are recommended for enrolling in the Excel for Microsoft 365/2021 - Level 4 - Extract, Analyze, and Visualize Data course?
Participants should possess an intermediate understanding of Excel, including experience with functions, tables, and basic analysis. Microsoft recommends approximately 150 hours of hands-on experience or prior completion of foundational training to ensure success in this advanced-level, data-focused curriculum.
What career benefits can professionals expect after earning the Microsoft Excel Expert certification?
Professionals earning this Microsoft certification often see up to a 15% increase in earning potential. Roles like financial analyst or data specialist average $65,000–$85,000 annually. This credential is highly recognized by major employers like Bank of America, significantly enhancing credibility in data-driven positions.
How does Koenig's instructor-led Excel training compare to self-study for the Excel for Microsoft 365/2021 - Level 4 course?
Koenig’s instructor-led training boosts exam success through structured learning, live doubt resolution, and hands-on labs. With Guaranteed-to-Run batches and expert guidance, learners achieve deeper mastery of Power Query, dashboards, and data modeling than is typically possible through independent, self-study methods alone.
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