Course Description

This one-day Excel 365 Level 3 course focuses on advanced data analysis, validation, and auditing techniques. Copilot is integrated throughout the day to support complex formula development, PivotTable analysis, and documentation, helping learners work faster while maintaining full control over results.

Target Student

This course is aimed at experienced Excel users who work with large datasets, complex formulas, and reporting requirements, and who want to improve efficiency and confidence when analysing and validating data.

Pre-requisites

• Delegates should have completed Excel 365 Level 2 or have equivalent experience, including confident use of formulas, tables, charts, and basic data analysis tools.

Core Learning Objectives

• Build, test, and audit advanced formulas
• Analyse and summarise data using PivotTables and PivotCharts
• Use Copilot to assist with analysis, auditing, and documentation

Course Outline

1. Data Validation and Auditing

• Creating validation rules
• Formula auditing and error checking
• Using Copilot to diagnose and explain errors

2. Advanced Formulas

• MAXIFS, MINIFS, text, date, and financial functions
• Nested and complex logic
• Copilot-assisted formula refactoring and explanation

3. PivotTables and PivotCharts

• Advanced PivotTable techniques
• Slicers and timelines
• Using Copilot to interpret PivotTable insights

4. Templates and Documentation

• Creating reusable templates
• Using Copilot to document workbook logic and assumptions

Copilot Integration Throughout the Day

• Refining prompts for better results
• Validating Copilot-generated insights
• Understanding Copilot limitations