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Mastering Excel 365 - Expert (2025)

Learn many of Excel’s advanced tools for analyzing and communicating your data. 

Created byBigger Brainsworkspace_premiumBest Instructor
AdvancedUpdated Aug 10, 2026

What You'll Learn

  • check_circleShare a workbook with other users
  • check_circleInsert and sign a digital signature line in a workbook
  • check_circleGet and transform external data
  • check_circleFormat and change the data source for a PivotTable
  • check_circleCreate and modify PivotCharts
  • check_circleCreate a forecast timeline

About This Course

At the expert level, Excel becomes a platform for financial modeling, statistical analysis, and connected reporting across multiple datasets. Relationships link separate tables through a shared column so that PivotTables can draw on data from several sources at once, while 3D references and paste links pull values across worksheets and workbooks that update as the source changes. Financial functions such as PMT, NPER, and RATE handle loan and annuity calculations, and information functions such as ISBLANK, ISNUMBER, and IFERROR keep formulas reliable when data is missing or produces errors. This course is built for users who already command Excel's core features and want to model outcomes, audit complex formulas, and analyze large datasets with confidence.

The program covers date and workday calculations through WORKDAY, WORKDAY.INTL, and NETWORKDAYS, along with the INDEX function for locating values within a range. It moves into what-if analysis with the Solver add-in and scenario management, formula auditing with Evaluate Formula and the Watch Window, and the statistical tools in the Analysis ToolPak including Descriptive Statistics, Rank and Percentile, and Sampling. Participants build advanced visualizations with waterfall, treemap, funnel, and map charts, and work with 3D maps to plot geographic and time based data. The course also develops advanced PivotTable and PivotChart techniques, including calculated items, GETPIVOTDATA, and slicer behavior, and closes with recording macros in Visual Basic for Applications (VBA), applying digital signatures, and restoring earlier file versions through version history.

Learning Objectives

  1. Build financial models using the PMT, NPER, and RATE functions for loan and annuity calculations.
  2. Apply date and workday functions including WORKDAY, WORKDAY.INTL, and NETWORKDAYS to schedule based data.
  3. Construct relationships across tables and use 3D references and paste links to connect data across worksheets.
  4. Perform what-if analysis with the Solver add-in and manage results through scenarios.
  5. Audit and troubleshoot formulas using Evaluate Formula, the Watch Window, and the information functions ISBLANK, ISNUMBER, and IFERROR.
  6. Analyze datasets with the Analysis ToolPak tools for descriptive statistics, ranking, and sampling.

This course is designed for advanced Excel users working in Microsoft 365. It assumes command of formulas, charting, and PivotTables at the level covered in earlier Excel training, and reflects the features available in the 2025 version of the application.

Course Content

8 activities • 34 videos • duration: 3h 47m

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Sharing4 videos • 14 min
  • videocamCourse Introduction
    Duration 2:01
  • videocamCollaborating and Co-Authoring
    Duration 5:21
  • videocamDigital Signatures
    Duration 4:11
  • videocamGet and Transform Data
    Duration 3:05
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Charts3 videos • 15 min
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PivotTables5 videos • 34 min
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Functions9 videos • 1.2 hours
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What-If Analysis4 videos • 27 min
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Macros and Forms4 videos • 32 min
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Customizing Excel5 videos • 27 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.

What Students Are Saying

5.0 out of 5
Student's Choice
2 reviews
  • JC
    Jason C.
    starstarstarstarstar

    Great to see some new features

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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