Full-Day Classroom Seminar
Advanced Excel, Data Analysis, Macros & AI
Advanced Excel, Data Analysis, Macros & AI
The Programme
Programme Overview
Introduction
Course Overview
Go Beyond Formulas. Build Intelligence into Your Excel Work.
Most professionals use only a fraction of Excel’s true capabilities. Modern organizations expect employees to analyze large datasets, automate repetitive tasks, create dashboards, forecast trends, and generate management insights quickly and accurately. With the addition of AI-powered tools, Excel is evolving from a spreadsheet application into a powerful business intelligence platform.
This highly practical workshop equips participants with advanced Excel techniques, Power Query automation, Power Pivot data modelling, dashboard creation, Macros, VBA automation, and AI-powered data analysis tools that significantly improve productivity and decision-making.
Outcomes
What You Will Learn
Participants will learn how to:
- Master advanced Excel formulas and functions
- Build powerful Pivot Tables and Power Pivot models
- Create professional dashboards and management reports
- Clean, transform, and automate data using Power Query
- Perform advanced analysis and forecasting techniques
- Automate repetitive activities using Macros and VBA
- Use AI tools to accelerate analysis and reporting
- Improve productivity and decision-making through automation
Methodology
How We Teach
This workshop is completely hands-on and practical.
Learning methodology includes:
- Faculty-led demonstrations
- Practice file exercises
- Dashboard building workshops
- Data analysis scenarios
- Automation exercises
- Real business reporting examples
- Immediate doubt clearing and coaching
- Practical application on participant laptops
Participants work directly on Excel throughout the workshop and learn by doing.
The Outcome
Impact & Audience
For the Organization
Organizational Impact
Organizations that leverage advanced Excel capabilities can significantly improve reporting quality, productivity, and decision-making.
This workshop helps organizations to:
- Reduce manual reporting effort
- Improve accuracy of business reports
- Automate repetitive data processing tasks
- Strengthen analytical decision-making
- Accelerate MIS generation and reporting cycles
- Improve dashboard and KPI visibility
- Enhance employee productivity
For the Individual
Personal Impact
Advanced Excel remains one of the most valuable workplace skills across industries.
Participants will be able to:
- Build sophisticated reports and dashboards
- Automate repetitive Excel tasks
- Analyze large datasets confidently
- Improve reporting and forecasting capabilities
- Increase productivity through automation
- Enhance career opportunities in analytics and reporting roles
Audience
Who Should Attend
This workshop is ideal for:
- MIS Executives & Analysts
- Finance & Accounts Professionals
- Business Analysts
- HR Professionals handling reports
- Operations Managers
- Supply Chain & Procurement Professionals
- Sales Reporting Teams
- Managers and Executives working extensively with Excel
Curriculum
Course Outline
Advanced Excel Formulas & Functions
Modern Excel for Faster Analysis
- XLOOKUP and advanced lookup techniques
- VLOOKUP and nested lookups
- IF, AND, OR conditional formulas
- UNIQUE, SORT, FILTER functions
- Dynamic arrays and Office 365 formulas
- Formula optimization techniques
Pivot Tables, Power Pivot & Dashboards
Advanced Reporting & Visualization
- Advanced Pivot Table techniques
- Reporting layouts and summarization
- Automating Pivot updates
- Creating relationships between multiple tables
- Power Pivot modelling
- Interactive dashboards and KPI reporting
- Advanced charting techniques
- Slicers, Sparklines, and Timelines
Power Query – Advanced Data Cleaning & Automation
Automate Data Preparation
- Importing data from Excel, CSV, PDF, databases, and websites
- Data cleaning and transformation
- Reshaping and preparing datasets
- Merging and appending data
- Consolidating multiple files automatically
- Automating monthly reporting processes
Advanced Data Analysis & Forecasting Techniques
Smarter Business Decisions
- Scenario planning and analysis
- Creating multiple business scenarios
- Comparing alternative outcomes
- Forecasting techniques
- Decision-support models
- Sensitivity analysis and business impact assessment
Automation with Macros & VBA
Eliminate Repetitive Work
- Understanding automation opportunities
- Recording Macros
- Editing and managing Macro logic
- VBA fundamentals for business users
- Automating repetitive reports
- Dashboard automation techniques
AI & Excel Automation
Next-Generation Reporting & Analysis
- AI-powered formula generation
- AI-assisted dashboard creation
- Automated data analysis
- AI tools for business reporting
- AI-based forecasting and insight generation
- Combining Excel with AI productivity tools
Faculty & Inclusions
Your Trainer
Faculty
Instructors
Programs are delivered by Microsoft Certified Trainers with more than 10 years of practical training experience in Excel, Power BI, reporting automation, dashboard development, analytics, and business intelligence.
What's Included
Certificates & Inclusions
Participants will receive:
- Certificate of Course Completion
- Practice files and datasets
- Dashboard templates
- Excel automation examples
- VBA and Macro exercises
- AI productivity resources
- Lunch and tea/coffee (for classroom participants)
Registration
Reserve Your Seat
Need Assistance?
Talk to a Programme Advisor
Have questions about your specific industry, or want to enquire about group discounts? Reach out to our programme coordinators directly.
Or register by e-mail
register@princetonacademy.co.inFor Teams
Corporate In-House Training
Have a large HR and Finance team? Standardize your compliance across all locations by training your entire team at once.
Request a Custom In-House ProposalSchedule
Upcoming Advanced Excel, Data Analysis, Macros & AI Sessions
No upcoming sessions are scheduled right now — please check back soon, or contact us directly.
Questions
Frequently Asked Questions
Yes. Participants should have basic Excel knowledge. The workshop focuses on advanced features, automation, dashboards, and AI-assisted analysis.
Yes. Participants learn Macro recording, automation techniques, and practical VBA concepts through hands-on exercises.
Yes. Participants learn Power Query for data transformation and Power Pivot for advanced data modelling and reporting.
Yes. Participants learn how AI can assist with formula generation, reporting, automation, dashboard development, and data analysis.
Yes. Princeton Academy offers customized Excel, Dashboarding, Data Analysis, and Automation programs tailored to organizational reporting needs.
