Microsoft Guaranteed-to-Run

Excel Power Techniques: Automation, Dashboards & Lookups

Unlock the power of Microsoft Excel with our <b>Excel Power Techniques: Automation, Dashboards & Lookups</b> course. Designed for both beginners and advanced users, this course focuses on essential <b>automation skills</b> to streamline repetitive tasks, creating dynamic <b>dashboards</b> for data visualization, and mastering <b>lookup functions</b> for efficient data management. <br><br>By the end of the course, participants will confidently navigate Excel's advanced features, enabling them to enhance productivity and make data-driven decisions. Practical applications include developing interactive reports and automating workflows, making this course invaluable for professionals looking to elevate their Excel capabilities. Join us to transform how you work with data!

8 Hours (1 Days)
Live Online / Classroom
33+ 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

100% Happiness Guarantee · Free Rescheduling · Secure Payment

Course Overview

The Microsoft course Excel Power Techniques: Automation, Dashboards & Lookups is designed for professionals seeking mastery in advanced Excel functionalities to streamline data workflows and build dynamic reporting systems. While no standalone certification exam maps exclusively to this course, it directly supports preparation for the Microsoft Office Specialist: Excel Expert (Microsoft 365 Apps) certification (Exam MO-211), which validates expertise in managing complex workbooks, creating advanced formulas, and automating tasks. This training serves financial analysts, business intelligence specialists, and operations managers who rely on accurate, automated reporting. With over 750 million people using Excel worldwide and 90% of Fortune 500 companies relying on Microsoft 365 for core productivity, advanced Excel skills remain in high demand across industries.

Participants engage with core Microsoft technologies including Power Query, Power Pivot, DAX (Data Analysis Expressions), Excel Tables, PivotTables, and slicers within the Excel for Microsoft 365 environment. The hands-on lab component challenges learners to build an end-to-end automated financial dashboard that ingests raw data from multiple sources, applies transformation rules using Power Query, models relationships via the Data Model, and visualizes key metrics through interactive PivotCharts and dashboards. Students configure macros to automate repetitive tasks and use XLOOKUP and INDEX-MATCH functions to create dynamic lookups. A real-world scenario involves designing a monthly sales performance report that auto-updates with refreshed source data, featuring conditional formatting, KPI indicators, and drill-down capabilities—all built and tested in a live Excel desktop environment.

By completing Excel Power Techniques: Automation, Dashboards & Lookups by Microsoft, learners gain critical skills aligned with the MOS Excel Expert certification, a globally recognized credential that validates professional proficiency. Certified experts report salary increases of up to 18%, with roles like Financial Analyst and BI Developer commanding median salaries between $75,000 and $110,000 annually in North America. Koenig Solutions enhances this learning path with Guaranteed-to-Run batches, official Microsoft courseware, and optional 1-on-1 mentoring to ensure mastery. Graduates are positioned to lead automation initiatives, reduce manual reporting effort by over 70%, and drive data-informed decision-making across organizations—equipping them for advancement into senior analyst and data strategy roles.

What You'll Learn

Automate data cleansing, transformation, and merging from multiple sources using Power Query to reduce manual preparation time by up to 50%.
Implement advanced XLOOKUP functions to eliminate reference errors and improve data retrieval speed by 30% in complex datasets.
Design interactive, dynamic dashboards using Excel slicers and PivotCharts to decrease stakeholder reporting turnaround time by 40%.
Develop robust DAX measures within Power Pivot to perform complex calculations on large datasets, increasing analytical depth by 25%.
Streamline recurring reporting workflows by automating Excel templates, resulting in a 60% reduction in repetitive manual entry tasks.
Analyze large-scale datasets using Microsoft Power Pivot data modeling to uncover actionable trends and improve decision-making accuracy.

Skills You'll Gain

Excel Power Query Power Pivot Data Modeling DAX Formulas Excel Dashboards VLOOKUP Function XLOOKUP Function PivotTables in Excel Data Transformation Merge Queries Append Queries Excel Data Model KPIs in Power Pivot Hierarchies in Excel Calculated Columns Slicers in Excel Timelines in Excel Excel Automation

Prerequisites

Recommended knowledge before taking this course
  • Basic knowledge of Microsoft Excel, including familiarity with the user interface, data entry, and basic formulas.
  • Understanding of fundamental Excel functions, such as SUM, AVERAGE, and COUNT.
  • Experience with creating and formatting basic spreadsheets.
  • A willingness to learn and explore advanced features within Excel, including automation and data visualization.
Corporate Training
Get a Corporate Quote

Volume discounts · Dedicated account manager · Custom scheduling

Certification Exam

Everything you need to know about the Excel Power Techniques: Automation, Dashboards & Lookups certification exam

Exam Details
Exam Name
Format
Multiple choice, labs & case studies
Questions
Duration
Passing Score
Validity
Let's Talk

Request for more information

Excel Power Techniques: Automation, Dashboards & Lookups

We'll respond within 1 business day · No spam, ever.

Course Curriculum

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

1
Day 1– Mastering Excel Power Techniques
Streamline Microsoft Excel environment settings Control workbook file version history Deploy and migrate automation macros Enforce workbook structure security protocols Restrict sensitive editing and sharing Configure advanced formula calculation modes Apply global localized language preferences Secure workbooks using encryption standards
2
Day 2– Advanced Functions and Logic
Execute complex nested IF, IFS, SWITCH Apply conditional SUMIF, COUNTIF, AVERAGEIF logic Perform multi-criteria SUMIFS, MAXIFS, MINIFS Execute logical operations using AND, OR Automate dates with TODAY, NOW, WORKDAY Model financial data using PMT functions Validate formulas with error checking tools Audit formula precedents and dependent cells
3
Day 3– Data Structuring and Lookups
Execute rapid lookups with VLOOKUP, HLOOKUP Optimize data retrieval via INDEX-MATCH Extract text using LEFT, RIGHT, MID Clean datasets using Excel Flash Fill Link cells using INDIRECT, CONCATENATE functions Refine text strings with PROPER, SUBSTITUTE Manipulate data ranges with Paste Special Apply professional custom number formatting
4
Day 4– Advanced Analysis and Modeling
Summarize large datasets using Consolidate Perform What-If Analysis via Goal Seek Forecast outcomes using Scenario Manager Build one- and two-variable data tables Monitor critical cells using Watch Window Troubleshoot complex formula logic errors Group PivotTable data with calculated fields Insert precise subtotals and grand totals
5
Day 5– Dashboards and Automation Mastery
Build PivotTables from multi-source ranges Generate Box & Whisker, Waterfall charts Create interactive data slicer controls Style professional PivotCharts for reporting Drill down into deep PivotChart insights Automate repetitive tasks with Macros Record and execute custom VBA scripts Construct executive-level automated dashboards

What's Included in Your Training

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

Career Outcomes

78%

of Excel Power Techniques: Automation, Dashboards & Lookups certified professionals report career advancement within 6 months

Salary Impact

+18%

Average salary increase reported after obtaining the Excel Power Techniques: Automation, Dashboards & Lookups 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
  • Business Analyst
  • Financial Analyst
  • Operations Analyst
  • Excel Specialist
  • Reporting Analyst

Companies Hiring

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

and 5,000+ organizations worldwide seeking Excel Power Techniques: Automation, Dashboards & Lookups 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+
Verified Reviews
4.9 / 5
Average Rating
95%
Would Recommend
1M+
Professionals Trained
  • ★★★★★

    “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
  • ★★★★★

    “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
  • ★★★★★

    “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
  • ★★★★★

    “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
  • ★★★★★

    “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

Frequently Asked Questions

Everything you need to know about the Excel Power Techniques: Automation, Dashboards & Lookups training course

Is the certification exam included in the course fee for Excel Power Techniques: Automation, Dashboards & Lookups?
The certification exam is not included in the course fee for Excel Power Techniques: Automation, Dashboards & Lookups. You must purchase the MO-211: Microsoft Excel Expert (Microsoft 365 Apps) exam separately for $100 USD, which is the standard fee set by Microsoft and may vary slightly based on country or region.
What training formats are available for Excel Power Techniques: Automation, Dashboards & Lookups?
Koenig offers live online 1-on-1, public instructor-led, and self-paced Flexi Video formats for Excel Power Techniques: Automation, Dashboards & Lookups, all with Guaranteed-to-Run scheduling—ensuring your class starts as planned even with one participant. Weekend and custom scheduling options are also available to suit individual needs.
How long is lab access provided, and what environment is used for hands-on practice?
Students receive 4 hours of dedicated lab access using a secure, cloud-based sandbox environment for Excel Power Techniques: Automation, Dashboards & Lookups. This real-time, professional-grade setup allows learners to practice Power Query, macros, PivotTables, and dashboard creation without requiring local software installation.
What is Koenig's rescheduling and cancellation policy for this course?
Koenig allows free rescheduling for Excel Power Techniques: Automation, Dashboards & Lookups with at least 7 days' prior notice; cancellations within 7 days may incur a fee. Written notification is required, and the same training cannot be rescheduled more than once, per Koenig’s standard Terms of Service.
What is the format, duration, number of questions, and passing score for the MO-211 exam?
The MO-211 exam lasts 50 minutes and includes performance-based tasks across multiple projects, assessing skills in data formatting, advanced formulas, macros, and charts. While the exact number of questions isn't disclosed, a scaled score of at least 700 out of 1,000 is required to pass, as per Microsoft’s scoring policy.
How long is the Microsoft Excel Expert certification valid, and how is it renewed?
The Microsoft Office Specialist: Excel Expert certification is valid for 60 months (5 years) from the date of achievement. To renew, candidates must retake the current version of the MO-211 exam before expiration, paying the applicable $100 exam fee; there is no automatic renewal or continuing education path.
What post-training support does Koenig provide after completing Excel Power Techniques?
Koenig provides 30 days of post-training support for Excel Power Techniques: Automation, Dashboards & Lookups, including access to session recordings, trainer consultation, and practice test materials. Learners also benefit from the Happiness Guarantee, allowing a free retake if unsatisfied with their training experience.
What prerequisites or prior experience are recommended for this course?
Candidates should have approximately 150 hours of hands-on experience with Excel before taking Excel Power Techniques: Automation, Dashboards & Lookups, as recommended by Microsoft. Familiarity with formulas, PivotTables, and basic data management is essential to succeed in mastering Power Query, automation, and dynamic dashboards.
What career impact or salary increase can I expect after completing this course?
Professionals with MOS Excel Expert certification earn up to 15% more than non-certified peers, with finance and business analysts commanding median salaries between $65,000 and $85,000 annually. Mastery of automation and dashboards directly enhances job performance in roles requiring high-level data analysis and reporting.
How does instructor-led training compare to self-study for mastering Excel Power Techniques?
Instructor-led training for Excel Power Techniques: Automation, Dashboards & Lookups offers structured learning, real-time feedback, and hands-on labs—critical for mastering complex tools like Power Query and macros—while self-study lacks interaction and mentorship. Koenig’s guided approach increases certification success rates compared to unstructured self-study methods.
100%

Happiness Guarantee

We are so confident in the quality of our training that we offer a full money-back guarantee. Not satisfied? Contact us within 24 hours of your first session — we'll refund you completely, no questions asked.

Full Refund

Within 24 hours

No Questions

Asked ever

Secure Payment

Encrypted checkout

PCI DSS

Compliant