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Customised Basic to Advanced Excel (Microsoft)

Master the full spectrum of Excel—from foundational data entry to advanced macros and financial modeling—with Microsoft’s Customised Basic to Advanced Excel course, designed for financial analysts, operations managers, and business intelligence professionals drowning in manual reporting. Gain verified skills used by 87% of mid-level data roles to automate workflows, reduce errors, and deliver insights faster. With 150+ hours of hands-on practice aligned to real-world demands, this training closes the gap between basic proficiency and expert execution.

This course prepares learners for the Microsoft Office Specialist: Excel Expert (MO-211) certification, enhancing career mobility and earning potential by up to 18%. Koenig’s Guaranteed-to-Run scheduling ensures training proceeds on time, every time, with optional 1-on-1 instruction for personalized mastery. Earn a credential recognized by Bank of America and Northrop Grumman, unlocking roles in high-growth analytics and finance domains.

24 Hours (3 Days)
Live Online / Classroom
2+ professionals trained

Training Formats & Pricing

1-on-1 USD 2,210
Dedicated instructor, your schedule Fastest
Public Batch USD 1,700
Group class, fixed schedule Most Popular
Self-Paced USD 199
Recorded sessions, learn anytime Best Value

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Course Overview

The Customised Basic to Advanced Excel course by Microsoft is designed for professionals aiming to master Excel from foundational skills to expert-level data analysis. This comprehensive training prepares learners for the Microsoft Office Specialist: Excel Expert (MO-201) certification, validating advanced proficiency in one of the most widely used business tools globally. Targeted at roles such as Data Analysts, Financial Analysts, and Business Operations Managers, the course addresses a critical workplace need—over 80% of Fortune 500 companies rely on Excel for daily reporting and financial modeling. Participants gain hands-on experience with core functionalities including formula creation, cell formatting, data validation, and advanced functions like XLOOKUP and dynamic arrays, building a strong foundation for data-driven decision-making.

Students engage with key Microsoft technologies including Excel’s native environment, Power Query, Power Pivot, and integrated Copilot features for data insights. The hands-on lab component is conducted directly within Microsoft Excel, where learners build real-world deliverables such as automated financial models, interactive dashboards, and complex pivot table reports. A major project involves analyzing a large-scale sales dataset to generate forecasting models and visual summaries using advanced charting techniques. These practical exercises simulate actual business scenarios, ensuring that skills are immediately applicable. Lab access is provided for 30 days, allowing extended practice with official Microsoft courseware and guided exercises that reinforce learning through repetition and application.

This course prepares candidates for the MO-201 Microsoft Excel Expert certification, an industry-recognized credential that validates high-level spreadsheet competency and is highly valued in finance, consulting, and operations roles. Certified professionals report an average salary increase of 15–20%, reflecting the credential’s impact on career advancement. Koenig Solutions enhances this training with its Guaranteed-to-Run scheduling, ensuring courses proceed even with a single participant, and offers optional 1-on-1 instruction for personalized learning. Upon completion, learners are equipped to take on data-intensive roles, paving the way for growth in business intelligence, financial analysis, and operational management careers.

What You'll Learn

Manage Microsoft Excel workbooks and worksheets efficiently with our Customised Basic to Advanced Excel course by Microsoft, designed to improve your productivity and data handling skills
Apply advanced formulas and functions in Microsoft Excel to solve complex data problems and automate calculations, enhancing your analytical capabilities
Create and customize PivotTables and PivotCharts in Microsoft Excel for in-depth data analysis, enabling better decision-making
Automate repetitive tasks using macros and VBA in Microsoft Excel, saving time and reducing errors in your workflows
Transform and clean data seamlessly with Power Query in Microsoft Excel, making data preparation faster and more accurate
Build and optimize data models using Power Pivot and DAX in Microsoft Excel to handle large datasets and perform sophisticated analysis

Skills You'll Gain

Excel Formulas Excel Functions VLOOKUP Function IF Function XLOOKUP Function PivotTables Excel Charts Conditional Formatting Data Validation Named Ranges Excel Tables Macros Excel Dashboard Excel Data Analysis Excel Reporting Excel Templates Excel Copilot

Prerequisites

Recommended knowledge before taking this course
  • Basic understanding of IT concepts relevant to Excel training
  • Proficient in Microsoft Windows OS (taskbar, Start menu, file management)
  • Experience working with Excel spreadsheets and workbooks
  • Ability to create and apply basic formulas like SUM and AVERAGE in Excel
  • Knowledge of cell formatting, range management, and creating simple charts in Excel
  • Completed Microsoft Excel Associate-level courses or possess equivalent experience
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Certification Exam

Everything you need to know about the Customised Basic to Advanced Excel (Microsoft) certification exam

Exam Details
Exam Name
Format
Multiple choice, labs & case studies
Questions
Duration
Passing Score
Validity
Retake Policy
Candidates can retake the exam 24 hours after the first attempt; subsequent retakes require a 14-day waiting period.
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Course Curriculum

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

1
Day 1– Master Workbook Options and Settings
Build and organize Microsoft Customised Basic to Advanced Excel workbooks Import external data from delimited text files Navigate complex workbooks using interactive hyperlinks Optimize productivity via Quick Access Toolbar customization Apply professional workbook properties and visual themes Secure data by inspecting hidden workbook properties Restrict unauthorized access using worksheet protection Encrypt sensitive workbooks with robust password security
2
Day 2– Efficient Data Management and Formatting
Implement professional custom number formatting techniques Accelerate data entry using advanced Fill Series Ensure data integrity with custom validation rules Visualize trends using formula-based conditional formatting Streamline reporting by managing conditional formatting rules Organize large datasets by grouping rows and columns Maintain database accuracy by removing duplicate records Summarize critical metrics using automated subtotal functions
3
Day 3– Advanced Formulas and Excel Macros
Master logical decision-making with IF, IFS, SWITCH Analyze datasets using SUMIFS, COUNTIFS, and AVERAGEIFS Retrieve data precisely with XLOOKUP and INDEX/MATCH Automate time-sensitive tasks with date and time functions Audit complex logic by tracing formula precedence Track calculation changes using the Watch Window Debug and troubleshoot formula errors systematically Automate repetitive manual tasks by recording macros
4
Day 4– Advanced Charts and PivotTable Reporting
Generate dynamic insights using professional PivotTables Enhance PivotTable reporting with custom calculated fields Filter large datasets interactively using modern slicers Categorize and organize complex PivotTable data structures Refine data presentation with value field settings Visualize performance metrics using dynamic PivotCharts Perform deep-dive analysis by drilling into PivotCharts Apply professional visual styles to PivotChart reports
5
Day 5– Advanced Data Analysis and Automation
Create professional dual-axis and combo chart visualizations Build statistical Box & Whisker and Histogram charts Develop advanced Sunburst and Waterfall data charts Perform strategic what-if analysis using Goal Seek Forecast business outcomes using the Scenario Manager Consolidate fragmented data from multiple workbook ranges Leverage dynamic array functions like SORTBY and FILTER Calculate complex financial projections using PMT functions

What's Included in Your Training

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

Career Outcomes

78%

of Customised Basic to Advanced Excel (Microsoft) certified professionals report career advancement within 6 months

Salary Impact

+16%

Average salary increase reported after obtaining the Customised Basic to Advanced Excel (Microsoft) 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
  • Expert Data Analyst
  • Senior Financial Analyst
  • Strategic Business Analyst
  • Efficient Administrative Assistant
  • Professional Accountant
  • Operations Coordinator

Companies Hiring

5,000+
Microsoft Deloitte Accenture JPMorgan Chase Google Amazon PwC KPMG IBM Capgemini

and 5,000+ organizations worldwide seeking Customised Basic to Advanced Excel (Microsoft) 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 Customised Basic to Advanced Excel (Microsoft) training course

Is the certification exam included in the Customised Basic to Advanced Excel course by Microsoft, and what is the exam fee?
The certification exam is not included in the course fee; it must be purchased separately for $100 USD. This cost varies by region and is set by Certiport, the official Microsoft proctoring partner. Candidates can schedule the MO-211 exam directly through Certiport after completing training.
What training formats are available for the Customised Basic to Advanced Excel course by Microsoft, and is there a Guaranteed-to-Run option?
Koenig offers live online 1-on-1, public instructor-led, and self-paced Flexi Video formats for this course. All live sessions are Guaranteed-to-Run, meaning they proceed on schedule even with a single participant. Weekend and custom scheduling options are also available to accommodate professional learners.
How long is lab access provided for the Customised Basic to Advanced Excel course by Microsoft, and what type of environment is used for hands-on practice?
Students receive 30 days of extended lab access post-training using a secure cloud-based sandbox environment. These real-time, professional-grade labs allow mastery of Power Query, PivotTables, macros, and advanced formulas in an actual Microsoft 365 Excel workspace with full tool access.
What is Koenig's rescheduling and cancellation policy for the Customised Basic to Advanced Excel course by Microsoft?
Koenig allows free rescheduling for the Customised Basic to Advanced Excel course with prior notice of at least 7 days. Cancellations made less than 7 days before the start date may incur a fee. Customers should contact their Customer Success Manager to adjust their enrollment.
What is the format, number of questions, passing score, and time limit for the Excel Expert (MO-211) exam related to the Customised Basic to Advanced Excel course by Microsoft?
The MO-211 exam lasts 50 minutes and includes performance-based, interactive tasks assessing skills in data formatting, advanced formulas, macros, and chart management. While the exact number of questions isn't disclosed, a score of 700 out of 1000 is required to pass, reflecting approximately 70% proficiency.
How long is the Microsoft Office Specialist: Excel Expert certification valid for the Customised Basic to Advanced Excel course by Microsoft, and how do I renew it?
The certification is valid for 60 months (5 years), but Microsoft now requires annual renewal via a free online assessment. Candidates must pass unproctored, open-book assessments on Microsoft Learn every year to maintain active status and stay current with technology updates.
What post-training support does Koenig provide after completing the Customised Basic to Advanced Excel course by Microsoft?
Koenig provides 30 days of post-training lab access, a comprehensive lab manual, 200+ practice test questions, and 6 hours of free trainer consultation. Students also receive session recordings and exam preparation materials to support ongoing learning and certification success.
What prerequisites or experience are recommended before enrolling in the Customised Basic to Advanced Excel course by Microsoft?
Candidates should have approximately 150 hours of prior instruction or hands-on experience with Excel. Familiarity with core functions like formulas, tables, and charts is essential, as the course covers expert-level topics including macro creation, complex financial models, and automated reporting workflows.
How does earning the Microsoft Excel Expert certification via the Customised Basic to Advanced Excel course by Microsoft impact salary and career advancement?
Professionals with MOS Excel Expert certification report up to a 15% increase in earning potential, with roles like Financial Analyst or Data Coordinator averaging $55,000–$75,000 annually in the U.S. The credential is recognized by employers such as Bank of America and Deloitte.
How does Koenig's Customised Basic to Advanced Excel training by Microsoft compare to self-study options?
Compared to self-study, Koenig’s training offers structured learning with expert instructors, 30+ guided labs, and real-time feedback. It includes exam prep materials, practice tests, and guaranteed lab access, significantly increasing certification success rates over unguided study methods.
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