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HomeAccounting and FinanceAdvanced Excel: Functions, Power Query and Power Pivots

Seminar content

What you will learn

Why Attend

The "Advanced Excel: Functions, Power Query, and Power Pivots" training course delves into advanced, and most recently added, Excel functions like XLOOKUP, TEXTJOIN, TEXTSPLIT, UNIQUE, SORT, and FILTER, enabling you to streamline your data tasks with ease. The course will cover Power Query to import and transform data from various sources, such as Excel files, folders, PDFs, and websites, preparing it for further analysis and reporting. Additionally, the course introduces Power Pivots, which teaches you how to create sophisticated data models, establish relationships between tables, and craft decisive DAX measures for complex calculations. This course is designed to elevate your Excel skills, enhance your productivity, and provide you with the tools needed for advanced data analysis and reporting.

Course Methodology

This is a hands-on course with practical applications using Microsoft Excel 2021 or Office 365 throughout the five days. All examples, exercises, and cases are practiced in Excel.


Course Objectives

By the end of the course, participants will be able to:

  • Apply key Excel functions to prepare data for analysis and reporting
  • Utilize pivot tables functions and calculations to generate a set of management and business analysis reports
  • Utilize Power Query to clean up and prepare data for reporting
  • Report and analyze big data using Power Pivots
  • Utilize Excel automation solutions to speed up work
Target Audience

Accountants, senior and junior accountants, business analysts, accounting and finance professionals, business analysts, research professionals, and staff from any function who need to master and upgrade their skills in Excel functions, pivot tables, Power Query, and Power Pivots and work with big data analysis.


Target Competencies
  • Excel functions
  • Power Query
  • Practicing pivot tables
  • Utilizing Power Pivot
  • Reporting
  • Analyzing business data


Benefits

Why attend this seminar

  • Build current, practical knowledge in accounting and finance.
  • Translate the course ideas into actions you can use immediately at work.
  • Review real schedule options across 10 venues and live dates.
  • Connect course detail, venue, and category routes in one workflow.

Methodology

How the course is delivered

  • Structured seminar input and guided discussion.
  • Applied examples using current business situations.
  • Focused explanations based on the stored overview and outline.
  • Clear next steps for implementation after the course.

Target audience

Who this is for

  • Professionals responsible for accounting and finance.
  • Managers, specialists, and team leads who need applied skills.
  • Participants looking for a focused route into Advanced Excel: Functions, Power Query and Power Pivots.

Seminar details

Detailed outline

Advanced Excel Functions and Features

  • Table tool
  • Naming cells and ranges
  • Data validation using custom formulas
  • Conditional formatting using formulas
  • Functions:
  • Text functions: TextSplit, TextJoin, TextAfter, TextBefore
  • Trim, Clean, Find/Search, Len
  • IF, IFS, and using AND & OR
  • CountIF, SUMIF, and AverageIF
  • XLookup and Index & Match
  • Sequence, Unique, Sort, Sort By, and Filter
  • ​Formula auditing

Advanced Techniques in Creating and Customizing Pivot Tables

  • Number and cell format
  • Report layout
  • Grouping and un-grouping fields
  • Default and customized sorting and filtering
  • Sorting using a custom list
  • Creating a calculated field
  • Pivot charts
  • Filtering using slicers and timelines
  • Slicer settings and connections
  • Customizing reports using the GetPivotData option

Power Query: A Must-have Skill

  • Get and transform: Link your Excel to external other data sources
  • Excel files
  • Text files
  • Web
  • Folder: all files and latest file
  • Power Query to transform and clean up data:
  • Naming, merging, splitting and removing columns
  • Filtering rows
  • Fill, Replace, Clean, Trim, and Format
  • Adding Date columns
  • Adding columns from examples
  • Adding custom columns and conditional columns
  • Using Parameter
  • UnPivot data
  • Grouping
  • Combining queries:
  • Append
  • Merge: The different types of joining data

Power Pivot and the Data Model

  • Benefits and drawbacks of PowerPivot
  • Merging data from multiple tables using relationships
  • Creating better calculations using the DAX Formulas
  • Using DAX to create calculated fields
  • Formatting using DAX measures
  • Date DAX measures
  • Calculate and Related functions

Excel Automation Tools

  • Data types
  • Currencies
  • Geography
  • Organization
  • Stocks
  • Automate routine tasks with office scripts (e.g., formatting sheets)
  • Practical examples of using Macros


Dates and locations

Available seminar dates

9 dates
Date City Duration Price
6 - 10 April 2026 Rome - Italy 5 Days €4,250.- Book now
11 - 15 May 2026 Kuala lumpur - Malaysia 5 Days €2,250.- Book now
8 - 12 June 2026 Barcelona - Spain 5 Days €3,850.- Book now
6 - 10 July 2026 London - U.K 5 Days €4,200.- Book now
10 - 14 August 2026 Munich - Germany 5 Days €3,450.- Book now
14 - 18 September 2026 Amsterdam - Netherlands 5 Days €4,250.- Book now
5 - 9 October 2026 Istanbul - Turkey 5 Days €2,850.- Book now
16 - 20 November 2026 Rome - Italy 5 Days €4,250.- Book now
7 - 11 December 2026 Istanbul - Turkey 5 Days €2,850.- Book now

Course certificate

Certificate awarded on completion

Every participant who completes this seminar receives a professional course certificate from INFORAMTECH.

  • Participants receive an INFORAMTECH certificate for completing Advanced Excel: Functions, Power Query and Power Pivots.
  • The certificate recognises attendance and successful participation in the seminar.
  • It can support professional development records within accounting and finance and related functions.
Verify a certificate

Information about

Frequently asked questions

When is my seat confirmed?

Your seat is confirmed once full payment has been received.

Do you offer group discounts?

Yes, we offer the following discounts for group bookings:

  • 2 participants: 20% discount
  • 3 participants: 35% discount
  • 5 or more participants: 50% discount
Can discounts be combined with other offers?

No, discounts cannot be combined unless explicitly stated.

What payment methods do you accept?

We accept bank transfers, credit/debit cards, and selected online payment methods.

When do I need to pay?

Full payment must be completed before the course start date to secure your participation.

Is VAT included in the course fee?

VAT treatment depends on your location and status:

  • EU Companies (with valid VAT number): VAT may be reverse charged (0%)
  • EU Individuals (without VAT number): VAT is applicable based on local regulations
  • Non-EU Participants: VAT is generally not applicable (0%)
Can I get a VAT invoice?

Yes, all participants receive an official invoice. EU companies must provide a valid VAT number.

Can I cancel my registration?

Yes, cancellations must be submitted in writing.

What is your refund policy?
  • More than 14 days before the course: Full refund
  • 7-14 days before the course: 50% refund
  • Less than 7 days before the course: No refund
Can I transfer my seat to another person?

Yes, substitutions are allowed at no extra cost if requested before the course start date.

What happens if the course is postponed or canceled?

We reserve the right to reschedule or cancel a course due to unforeseen circumstances. In such cases, you may:

  • Transfer to another date
  • Receive full refund
Will I receive a certificate?

Yes, all participants will receive a certificate of completion after attending the course.

Is attendance mandatory?

Yes, full attendance is required to receive certification.

Are your courses online or in-person?

We offer both in-person and virtual (live online) training options.

Will course materials be provided?

Yes, all participants receive training materials in digital format.

Are travel and accommodation included?

No, participants are responsible for their own travel and accommodation unless otherwise stated.

Can you deliver customized or in-house training?

Yes, we offer tailored training programs based on your organization's needs.

How can I contact you for support?

You can reach us via email info@inforamtech.uk or through our contact form. Our team will respond promptly.

Testimonials

“

The structure of Advanced Excel: Functions, Power Query and Power Pivots made the topic practical and easy to apply immediately.

Course participant
Accounting and Finance
“

The venue and date options made planning the right session straightforward.

Seminar attendee
Rome - Italy
“

Clear content, relevant examples, and useful follow-up topics for the next training step.

Learning manager
Professional development

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