Excel Formulas & Functions Course: From Basics to Automation

Master Excel formulas and functions to organize data, automate workflows, and create professional business dashboards!

What you’ll learn
The difference between formulas and functions, and when to use each
How to reference cells correctly (relative, absolute, mixed)
Important math functions: SUM, AVERAGE, ROUND, and more
Logical functions: IF, AND, OR, NOT
Conditional calculations: SUMIF, SUMIFS, COUNTIF, COUNTIFS, AVERAGEIFS
Text manipulation: LEFT, RIGHT, MID, TEXTJOIN, REPLACE, TRIM, SEARCH, FIND
Date & time management: TODAY, WORKDAY, NETWORKDAYS, EOMONTH, DATEDIF
Lookup mastery: INDEX, XLOOKUP, VLOOKUP, HLOOKUP, FILTER
Error handling: IFERROR, ISERROR, ERROR.TYPE
Charts, graphs, conditional formatting & the Analyze Data tool
PivotTables, PivotCharts, GETPIVOTDATA & dynamic arrays
Named ranges, dynamic print areas, and structured references
Power Query fundamentals for automation
VBA macro essentials
How to design a professional sales dashboard
How to use Excel Copilot to generate formulas, summaries, and insights

Requirements
Beginner knowledge of Excel is helpful but not required
Microsoft Excel (2016 or later recommended)
A desire to learn and practice!

Description
Become the Excel user everyone turns to!Master the formulas, functions, and analytical tools used every day by business analysts, accountants, marketers, managers, and data professionals. This step-by-step course takes you from fundamental concepts like cell referencing, text functions, and logical operators, to advanced workflows such as dynamic lookups, pivot tables, Power Query automation, and even Excel Copilot for AI-assisted analysis.Each chapter includes downloadable Excel practice files, PowerPoint summaries, helpful resources, and chapter quizzes to reinforce your learning. You’ll work hands-on with real-world datasets as you explore math functions, nested logic, text and date manipulation, lookups (including XLOOKUP and FILTER), and error-handling techniques to ensure clean, reliable worksheets.You’ll move beyond formulas into data visualization, analyzing datasets using conditional formatting, charts, Quick Analysis tools, and PivotTables. Next, you’ll learn automation fundamentals with Power Query and VBA macros, and finish the course by building a fully functional business dashboard, complete with dynamic elements and best-practice design principles.Finally, for Microsoft 365 users, we introduce Excel Copilot, showing how to generate formulas, summarizations, and automated insights using AI, all directly inside Excel.By the end of this course, you will not only understand Excel’s most important formulas, but you’ll know how to combine them to solve real business problems, automate workflows, and build analysis tools that stand out in any workplace.After taking this course, you will be able to:Confidently use Excel’s most essential formulas in real work scenariosClean, prepare, and analyze data efficientlyCombine multiple functions to build smarter and more dynamic sheetsUse XLOOKUP, FILTER, and advanced referencing for powerful lookupsDetect and fix errors using Excel’s error-handling functionsBuild charts, graphs, and PivotTables to visualize data effectivelyAutomate tasks using Power Query and basic VBA macrosCreate and design a complete Excel dashboard from scratchApply AI with Excel Copilot to enhance productivity and accelerate analysisWork like an intermediate-to-advanced Excel professional

Who this course is for
Professionals who want to excel at data-driven work
Students preparing for business, finance, or analytics careers
Entrepreneurs and freelancers using Excel for daily operations
Analysts, accountants, marketers, and managers
Anyone who wants to upgrade from basic Excel skills to advanced capabilities

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