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Mastering Excel 365 - Advanced (2025)

Learn many of Excel’s advanced tools for analyzing and reporting on your data

Created byBigger Brainsworkspace_premiumBest Instructor
AdvancedUpdated Aug 10, 2026

What You'll Learn

  • check_circleManage and convert various Excel file formats including CSV and legacy versions.
  • check_circleCreate and customize personal templates to streamline repetitive tasks.
  • check_circleConfigure the Quick Access Toolbar to optimize workflow efficiency.
  • check_circleApply advanced data analysis and organization techniques within Excel 365.
  • check_circleProtect sheets, workbooks, and ranges
  • check_circleRun the Accessibility Checker and address needed changes

About This Course

Excel 365 gives experienced users a set of tools that reach beyond basic formulas and formatting into automated analysis and dynamic reporting. Dynamic array functions let a single formula return results across a range of cells, and newer lookup and filtering functions such as XLOOKUP and FILTER pull and arrange data while leaving the original source intact. Combined with data validation, controls, and interactive filters, these features let practitioners build workbooks that stay accurate and update themselves as the underlying data changes. This course brings those capabilities together for users who already work comfortably in Excel and want to handle larger datasets efficiently and with greater accuracy.

The program works through advanced functions including SORTBY, MATCH, INDEX, SUMIFS, CONCAT, RANDARRAY, FILTER, and XLOOKUP, along with the criteria-based family of SUMIFS, AVERAGEIFS, MAXIFS, and MINIFS. It shows how to bring external data into a workbook through the Text Import Wizard and the comma separated values (CSV) format, and how to keep that data consistent using data validation. Participants add interactivity with slicers, timelines, and form controls, and present results through radar, combo, and dual axis charts. The course also covers building reusable templates, recording and running macros while accounting for the security risks of code from outside sources, and formatting PivotTables. It closes with guidance on accessibility checking, keyboard shortcuts, and the recording habits that keep a workbook accurate.

Learning Objectives

  1. Apply dynamic array functions such as FILTER, SORTBY, and XLOOKUP to return and arrange results from a single formula.
  2. Construct criteria-based calculations using SUMIFS, AVERAGEIFS, MAXIFS, and MINIFS.
  3. Import and prepare external data through the Text Import Wizard and the comma separated values (CSV) format.
  4. Configure data validation, slicers, timelines, and controls to build accurate and interactive workbooks.
  5. Create radar, combo, and dual axis charts to present data that contains multiple value types.
  6. Evaluate the security considerations involved in recording and running macros from trusted and outside sources.

This course is designed for experienced Excel users working in Microsoft 365. It assumes familiarity with basic formulas, formatting, and PivotTables, and reflects the features available in the 2025 version of the application.

Course Content

9 activities • 42 videos • duration: 4h 23m

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Editing4 videos • 16 min
  • videocamCourse Introduction
    Duration 2:03
  • videocamFile Types
    Duration 6:34
  • videocamTemplates
    Duration 3:36
  • videocamCustomizing the QAT
    Duration 4:12
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Functions11 videos • 1.3 hours
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Data Manipulation6 videos • 38 min
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Data Consolidation and Subtotals3 videos • 20 min
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PivotTables and Macros3 videos • 23 min
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Charts4 videos • 21 min
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Graphics4 videos • 26 min
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Sharing7 videos • 39 min
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Final Assessment1 quiz

Your Instructors

Bigger Brains

Powering Productivity, One Brain at a Time!

menu_book105 courses
star3,386 reviews

Combining TV-style video production with modern graphics and animation, Bigger Brains courses are popular with both learners and training professionals around the world. Our top teachers and subject matter experts have real-world experience and create the most realistic and comprehensive training courses possible. Bigger Brains courses are built in a unique “Teacher/Learner” style, featuring two people on camera to recreate some of the interactivity and physiological benefits of classroom training, including dialogue, humor, and practical use case examples. This Uniquely Engaging™ video-based format is more enjoyable and more effective than traditional eLearning formats.

Kathy Jones

Certified Trainer

Kathy is a Microsoft Certified education/training professional with experience in all aspects of training. Her strengths include classroom presentations, organizational skills, problem-solving, program design and development, and interpersonal communication.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

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Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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