Advanced Excel Analytical Reporting and Automation Course

Name: Advanced Excel Analytical Reporting and Automation Training Course
Availability: InStock

Build refreshable, controlled Excel reporting workflows for analysis, modelling, dashboards and recurring decisions.

Advanced Excel Analytical Reporting and Automation Course

At a glance

Duration: 1 Week
Format: Classroom
Cities: Accra, Tbilisi, Berlin, Kuala Lumpur, Jakarta, Marbella and more
Next session: 18 – 22 October 2026, Accra
Average fee: 5,800 €

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Advanced Excel Analytical Reporting and Automation Training Course

Overview

Advanced Excel Analytical Reporting and Automation Training Course is a one-week course for professionals who use spreadsheets for analysis, reporting, modelling, controls, and decisions, who leave with an Analytical Workbook Pack. Participants engineer advanced formulas, prepare refreshable data, build relational models and PivotTables, design dashboards, automate repeatable steps, and test workbook controls. The course turns fragmented techniques into a traceable reporting workflow. Agile Leaders Training Center develops advanced Excel reporting and automation capability.

Who Should Attend

Analysis functions responsible for recurring calculations and decision models
Reporting functions responsible for management packs and performance views
Finance functions responsible for reconciliations, forecasts, and variance analysis
Operations functions responsible for trackers and exception reporting
Project functions responsible for schedules, resources, and progress reporting
Control functions responsible for spreadsheet review and reliability

The course assumes participants can build basic formulas, format tables, sort and filter data, and create simple charts, and leaves out introductory spreadsheet navigation, enterprise database administration, and certification preparation.

Departments and Industries

The course supports departments and industries that depend on controlled spreadsheet analysis and repeatable reporting.

Finance, audit, risk, and performance management
Operations, supply chain, procurement, and projects
Sales, marketing, customer service, and human resources
Manufacturing, construction, energy, and transport
Healthcare, education, hospitality, and professional services

Learning Objectives

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

Apply advanced formulas and structured references
Build refreshable Excel Power Query automation
Analyze data through models, measures, and PivotTables
Evaluate scenarios, exceptions, and calculation risks
Build decision-ready dashboards with interactive controls
Apply testing, protection, documentation, and review controls

Course Agenda

Day 1: Engineer Reliable Formulas

Excel Table and Structured Reference Design
Advanced Excel Formulas and Named Logic
XLOOKUP, INDEX, MATCH, and Retrieval Patterns
Dynamic Array and Error-Handling Methods
Formula Audit and Calculation Control Checklist

Day 2: Prepare Refreshable Data

Source Connection and Query Plan
Excel Power Query Automation Workflow
Type, Null, Duplicate, and Error Treatment
Merge, Append, Group, and Reshape Operations
Refresh, Parameter, and Source-Control Register

Day 3: Model and Analyze Data

Table Relationship and Data Model Diagram
Calculated Column and Measure Selection
Foundational DAX Measure Patterns
Excel PivotTable Analysis and PivotCharts
What-If, Goal Seek, Scenario, and Solver Uses

Day 4: Design Decision Dashboards

Audience, Question, and KPI Definition
Chart Selection and Visual Hierarchy
Slicer, Timeline, and Interaction Design
Excel Dashboard Controls and Exception Flags
Management Reporting Layout and Commentary

Day 5: Automate and Control Reporting

Exercise: Assemble a Refreshable Reporting Flow
Exercise: Record and Review a Simple Macro
Exercise: Test Formulas, Queries, and Measures
Exercise: Protect Inputs and Document Assumptions
Capstone: Analytical Workbook Pack

Practical Exercises

The course uses suggested activities based on recurring finance, operations, sales, and project reports.

Suggested activity: restructure a source table and build controlled lookup, aggregation, dynamic-array, and error-handling formulas.
Suggested activity: import, clean, merge, reshape, and refresh files through a documented Power Query workflow.
Suggested activity: create relationships, measures, PivotTables, scenarios, and a dashboard for management questions.
Suggested activity: test calculations, protect input areas, document assumptions, and package a repeatable reporting process.

FAQs

Who suits an advanced Excel reporting course, and what does it assume?

Analysts, reporting, finance, operations, project, and control functions suit the course; it assumes confident use of basic formulas, tables, sorting, filtering, and simple charts.

How does an advanced Excel reporting course differ from a basic Excel course?

Advanced training combines complex formulas, query-based preparation, data models, analytical tools, dashboards, automation, and controls, while basic training concentrates on workbook navigation, simple calculations, formatting, and lists.

When should Excel Power Query automation be used?

Power Query suits repeatable connections and transformation steps such as changing types, filtering, merging, appending, grouping, reshaping, and refreshing source data.

What makes Excel PivotTable analysis reliable?

Reliable PivotTable analysis starts with structured, typed, complete source data; defined relationships and measures; controlled refresh; appropriate aggregation; and reconciliation to source totals.

Which Excel dashboard controls improve review?

Input separation, validation rules, visible assumptions, exception flags, reconciliations, protection, version notes, refresh records, and formula checks improve dashboard review.

Conclusion

Participants take back an Analytical Workbook Pack containing structured inputs, advanced formulas, query steps, a data model, PivotTables, measures, scenarios, dashboards, automation notes, tests, and controls. It changes manual spreadsheet handling into a repeatable reporting workflow. The pack supports analysis, review, refresh, handover, and controlled adaptation for recurring management decisions.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Showing 61-74 of 74 events

Location	Dates	Duration	Mode	Price
Madrid	Week 33, 2027 16 – 20 August 2027	1 Week	Onsite	€5,700
Chicago	Week 33, 2027 22 – 26 August 2027	1 Week	Onsite	€12,000
Rome	Week 35, 2027 30 August – 3 September 2027	1 Week	Onsite	€5,700
Cairo	Week 36, 2027 6 – 10 September 2027	1 Week	Onsite	€4,100
Montreux	Week 36, 2027 6 – 10 September 2027	1 Week	Onsite	€7,500
Istanbul	Week 37, 2027 13 – 17 September 2027	1 Week	Onsite	€4,500
Porto	Week 37, 2027 13 – 17 September 2027	1 Week	Onsite	€5,700
Prague	Week 38, 2027 20 – 24 September 2027	1 Week	Onsite	€6,000
Amsterdam	Week 39, 2027 27 September – 1 October 2027	1 Week	Onsite	€5,700
Zoom	Week 40, 2027 4 – 8 October 2027	1 Week	Online	€1,500
Casablanca	Week 41, 2027 11 – 15 October 2027	1 Week	Onsite	€4,100
Baku	Week 41, 2027 11 – 15 October 2027	1 Week	Onsite	€5,000
Doha	Week 41, 2027 17 – 21 October 2027	1 Week	Onsite	€5,500
Abu Dhabi	Week 42, 2027 18 – 22 October 2027	1 Week	Onsite	€4,700

Frequently asked questions

What does this course cover?

OverviewAdvanced Excel Analytical Reporting and Automation Training Course is a one-week course for professionals who use spreadsheets for analysis, reporting, modelling, controls, and decisions, who leave with an Analytical Workbook Pack. Participants engineer advanced formulas, prepare refreshable data, build relational models and PivotTables, design da…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

Advanced Excel Analytical Reporting and Automation Course