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Advanced Formulas in Excel: Beyond the Basics
Master Excel's most powerful formulas - from XLOOKUP to LAMBDA - and start transforming raw data into meaningful reports with confidence using advanced functions, modern tools, and expert techniques.
What are dot operators, regex patterns, array of constants, and LAMBDA functions?
Should I be using GROUPBY or PIVOTBY, CHOOSECOLS or CHOOSE, XLOOKUP or INDEX, LET or LAMBDA's?
Join this course to unlock the full potential of Excel via a range of different advanced formulas. This session is designed to elevate your skills, offering expert insights into complex array formulas, advanced lookup functions and dynamic reporting techniques.
What you'll learn?
- Using Excel tables, spill ranges, trimmed ranges and rich data types
- Mastering advanced Excel functions for optimal results, including GROUPBY, PIVOTBY, CHOOSECOLS, CHOOSE, XLOOKUP, INDEX, LET or LAMBDA's
- Building dynamic and interactive reports that respond to user input or changes in data
- Using Copilot for Excel formula assistance
- Writing your own Excel formulas, using LAMBDA functions
This Masterclass will be delivered by Microsoft MVP Alan Murray on 2 & 3 June 2025 as an online-only course. This is available as a single course or as part of our Premium Online Global Excel Summit 2026 ticket.
Who is it for?
This course is designed for Excel users who are comfortable with basic lookup functions and want to level up their skills with advanced techniques like XLOOKUP, dynamic ranges, and LAMBDA's. It’s perfect for:
- Business professionals looking to support strategic decision-making with better reporting techniques
- Finance practitioners aiming to enhance budgeting and forecasting models
- Operations and supply chain analysts improving logistics and efficiency tracking
- Marketing and sales analysts seeking deeper insights through KPI and campaign analysis
Download Event Brochure
What's included?
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✔︎ What is “extract, transform, load,”?
✔︎ How data profiling works in Power Query and why it matters
✔︎ First steps for profiling and cleaning the data
✔︎ Avoid memory-draining “Frankentables” and build relational data models and reports right from Excel
✔︎ Power Pivot and DAX for data analysis in Excel
✔︎ What are dynamic array functions?
✔︎ Learn how to build quick, responsive formulas for easy analysis.
✔︎ Boost Excel with generative Ai and Copilot
✔︎ Use natural language propmpts to simplify Python scripting, uncover insights and streamline workflows for even faster and easier analytics
✔︎ What is Python and why has it become the glue that binds today’s data analytics stack.
✔︎ Learn basic Python scripting to build compelling analyses and visualizations that would otherwise be difficult or impossible to do in Excel
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
Course contents
Excel hasmoved beyond the classic grid that we love and now includes tables, spillranges, trimmed ranges, rich data types and the data model to name a few. Learnhow to take advantage of these different data structures and when to use them.
Learn the best functions in Excel and combine them with good practice for optimal results. Master GROUPBY, PIVOTBY, CHOOSECOLS, CHOOSE, XLOOKUP, INDEX,TAKE and OFFSET.
Learn to create dynamic and interactive reports using advanced formulas that respond to user inputs or changes in data, enhancing the flexibility and usability of your spreadsheets.
Copilot is here for everyone, even those with advanced Excel formula skills. Utilise Copilot for Excel formula assistance.
Step into modern Excel formula writing using LAMBDA functions such as SCAN, BYROW, custom LAMBDAs and LET. Make robust, fast and dynamic Excel formulas.
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
Course contents
✔︎ Understanding business requirements
✔︎ Outlining our reports
✔︎ Defining key performance indicators (KPIs) based on report outlines
✔︎ Semantics!
✔︎ Setting up Power BI Desktop
✔︎ Configuring file settings and options
✔︎ Connecting and transforming data with Power Query
✔︎ Most important data cleaning and shaping techniques
✔︎ Understanding data relationships
✔︎ Creating relationships
✔︎ Building a semantic part of the model
✔︎ Introduction to DAX (Data Analysis Expressions)
✔︎ Writing basic DAX formulas
✔︎ Time intelligence DAX techniques
✔︎ Disconnected tables or slicers
✔︎ Implementing row-level security (RLS)
✔︎ Defining user roles and permissions
✔︎ Publishing our model so we have a single model that we will connect to from various reports
✔︎ Design principles for effective visualisations — what is IBCS?
✔︎ Using Power BI's visualisation tools
✔︎ Customising charts, graphs, and dashboards
✔︎ Publishing reports to Power BI Service
✔︎ Creating and configuring the workspace app
✔︎ Adding audiences
✔︎ Creating dashboards
✔︎ Sharing reports and dashboards
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
Training requirements
Masterclass attendees should have a supported Excel version installed: 2019, 2021, or Microsoft 365.
There will be examples that utilise the power of Excel for Microsoft 365, so attendees that use an older version can use a free Microsoft 365 account and use Excel Online (https://www.microsoft.com/en-us/microsoft-365/free-office-online-for-the-web).
About the trainer
Alan Murray
Alan Murray is a Microsoft MVP and Excel trainer. He has training Excel for over 25 years. He loves training and the joy he gets from knowing he is making people’s working lives easier.
Alan runs his own blog - Computergaga and the Computergaga YouTube channel has over 650 videos and over 50 million views.
He organises a free monthly Excel meetup in London where anyone can come learn Excel, chat, and enjoy each other’s company.
Alan is the author of the best-selling ‘Advanced Excel Formulas’ and ‘Advanced Excel Success’ books.
What people think of
Alan Murray
★★★★★
★★★★★
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant data visualisation, analytics and Power Query topics.
✔︎ Masterclass with George Mount: Excel Analytics 2.0
✔︎ Masterclass with Ann K. Emery: Designing and Building Interactive Dashboards in Excel
✔︎ Masterclass with Chandeep Chhabra: Advanced Data Cleaning Using M in Power Query
Check out the introductory keynotes from Microsoft and world-renowned MVP Leila Gharani. Software developers showcase add-ins that transcend Excel's limitations, plus robust panel discussions and expert insights complete the Tech & Innovation Track!
✔︎ Keynote by Microsoft: Transforming Excel through research and AI
✔︎ Keynote by Leila Gharani
✔︎ Actionable Data Storytelling in Excel with Zebra AI
✔︎ AI: Sorting fact from fiction
✔︎ Python in Excel: First Steps
✔︎ Teaching Excel with AI
✔︎ Is AI taking over the role of the data analyst?
✔︎ How to build re-usable Excel automations with AI
✔︎ Empowering learners to Excel with digital skills certifications
✔︎ Kids meet spreadsheets
✔︎ Corporate charts inspired by social media
✔︎ ChatGPT: Match Made in Heaven or Hell..?
✔ Turn Excel models into Web apps: features, sharing, monetization
✔ Panel discussion: The future of Excel in an AI world
✔ Panel discussion: Does being Excel-certified matter?
Harness the power of Excel and Power BI for budgeting, forecasting, and modelling. You'll master dashboards, P&L statements, and learn to build bullet-proof models that won't disintegrate!
✔ Client's perspectives on quality — lessons from a career in financial modelling and what that means for the future
✔ Dynamic Arrays - A financial modelling game changer
✔Upgrading financial modelling — how, who, and why?
✔ Fivecasting: One Better than Forecasting
✔ A bank’s perspective on Excel and AI
Showcase your data with insightful visuals and learn the secrets of presenting it for effective communication. You'll also create custom charts, intuitive analytic experiences, and write DAX expressions for true flexibility!
✔ Is this an Excel chart?!? - 5 ways to take your boring charts to the NEXT Level
✔ Interactive Data Visualisation for decision support using Excel
✔ How to create an intuitive analytic experience in Excel using Script Labs
✔ Dynamic dashboard creation for KPI reporting using Power BI
Expand your understanding of Power Query, Power Pivot, Power BI, and Power Automate. You'll arm yourself with the latest time-saving functionalities, powerful visualisations & expert techniques.
✔ Why use Power Query to solve practical data cleaning problems?
✔ 5 Things every Excel user should know about Power BI
✔ Using Git in Power BI for effective teamwork and version control
✔ Overcoming real-world problems with Power BI
✔ Power Query on Excel for Mac
Discover the Excel hacks and best practices that empower you to do more with less. Whether it's formulas, keyboard shortcuts, or named ranges, you'll turbocharge your workflow!
✔ Optimising the Monetisation of Spreadsheets
✔ LAMBDA - There is no stopping you
✔The *NEVER SEEN* Tips & Tricks by Bob Umlas
✔ Converting spreadsheets into web apps; 3 apps in fifteen minutes
✔ 5 ways for analysts to leverage 'Analyze Data’ in Excel
✔Combine Data in Excel Like A Pro
✔ Why VLOOKUP when there is Power Query?
Discover the Excel hacks and best practices that empower you to do more with less. Whether it's formulas, keyboard shortcuts, or named ranges, you'll turbocharge your workflow!
✔ Excel Analytics 2.0 with George Mount
✔ Designing and Building Interactive Dashboards in Excel with Ann K. Emery
✔ Advanced Data Cleaning Using M in Power Query with Chandeep Chhabra
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