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Microsoft Excel Course (Functions, Dashboards and What-If Analysis Tools)

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Avantix Learning | Virtual Classroom | Eaton Centre classroom

250 Yonge Street

Suite 2700

Toronto, ON M5G 1V2


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Event description
Microsoft Excel: Data Analysis with Functions, Dashboards and What-If Analysis Tools training course (Toronto or Virtual).

About this Event

Microsoft® Excel® Data Analysis Course (Functions, Dashboards and What-If Analysis Tools) - 2 Day Course

Upcoming Dates: August 24/25, 2020 (Virtual Classroom) | Check for more dates >

Duration: 2 days (9 am - 4 pm)

Microsoft Excel Versions: 2010 | 2013 | 2016 | 2019 | 365 (Windows)

Course Fee: $495 CDN per person + HST (virtual classroom), $545 CDN per person + HST (bring your own device) or $595 CDN per person + HST (Avantix Learning provides device)*

Virtual Classroom: Virtual classroom courses are delivered online from 9:00 am to 4:00 pm (Eastern Standard Time) with a 15 minute break in the morning and in the afternoon and a 1 hour break for lunch.

Classroom Course Location: Downtown Toronto, Ontario, Canada | Our live classroom courses are offered at the Toronto Eaton Centre or at the Toronto Star Building (some Avantix Learning courses may be held at an alternate downtown Toronto location). Location will be confirmed when you register.

Delivery Method: Instructor-led classroom training or virtual classroom training

Learning Path: Level 3

Prerequisite: Microsoft Excel: Intermediate / Advanced or equivalent knowledge and skills.

Custom Training: Available on request. Contact us to arrange a date.

In this instructor-led course, students will learn to use many more advanced Excel functions and features including text functions, date functions, lookup functions, logical functions, information functions and arrays. Formulas will be created in cells and in conditional formats. Students will learn to use advanced pivot table features, create dashboards and use what-if analysis tools including Goal Seek, Scenarios, one and two input Data Tables and Solver. Throughout this course, the instructor will include numerous tips, tricks and shortcuts. Key takeaways include a full course manual, Quick Reference Guide with keyboard shortcuts as well as sample and exercise files.

Course topics

Creating Formulas with Logical, IS and Nested IF Functions

  • Creating nested formulas with IF and logical functions
  • Using IS functions with the IF functions
  • Writing formulas to highlight data using logical and IS functions

Looking Up Data in Different Ways

  • Combining the INDEX and MATCH functions as an alternative to VLOOKUP
  • Automating VLOOKUP formulas to find columns based on matching field names
  • Entering data using the CHOOSE function with numeric values
  • Using multiple criteria with SUMIFS and COUNTIFs
  • Creating formulas with SUMPRODUCT

Dealing with Errors

  • Dealing with errors using the IFERROR or ISERROR functions

Summarizing Data Using Advanced Pivot Table Techniques

  • Generating pivot tables using dynamic named ranges
  • Creating calculated fields in pivot tables
  • Calculating running percent totals in pivot tables
  • Summarizing pivot table data by date or number intervals
  • Moving pivot tables and charts to other sheets
  • Generating pivot charts quickly using keyboard shortcuts
  • Creating pivot tables from related data on different sheets (2013 and later versions)

Creating and Formatting Dashboards

  • Common components and functions used in dashboards
  • Creating dashboards that include multiple pivot tables and pivot charts
  • Setting dashboard components to consistent sizes
  • Connecting slicers to multiple pivot tables
  • Tips for formatting dashboards

Using Text Functions to Extract Text Data

  • Using text functions to manipulate text strings [8+ text functions]
  • Extracting text strings from from the left, middle or right of cells
  • Finding and replacing text using functions
  • Joining strings of text from two or more cells
  • Separating data into multiple columns using text functions
  • Changing case using text functions
  • Removing extra characters from data

Working with Date and Time Functions

  • Entering valid dates in Excel
  • Understanding how Excel interprets dates
  • Using date functions to manipulate dates [10+ date functions]
  • Extracting date information from cells such as year, month and day
  • Calculating the number of days or working days between two dates
  • Finding the last day in the current month or a future month
  • Calculating the date a specific number of working days from a date
  • Finding appropriate dates for different fiscal years such as the first month in a fiscal year
  • Writing conditional formatting formulas to highlight records with date data
  • Entering valid times in Excel
  • Understanding how Excel interprets times
  • Calculating the difference between times
  • Dealing with hours, minutes and seconds

Converting Different Types of Invalid Data

  • Converting invalid dates into valid dates
  • Converting text to numbers

Creating Dynamic Drop-Down Menus

  • Creating dynamic drop-down menus using expanding value lists
  • Creating context sensitive drop-down menus that change depending on another value


  • Calculating extreme values such as the 1st, 2nd and 3rd highest sales
  • Ranking numbers from highest to lowest

Calculating Average, Median and Mode

  • Calculating averages and weighted averages
  • Finding the middle value in a range
  • Finding  the most frequently occurring number in a range

Working with Arrays

  • Advantages of array formulas
  • Recognizing array formulas
  • Creating array formulas

What-If Analysis using One or Two Input Data Tables, Goal Seek and Solver

  • Creating one variable data tables to experiment with different values
  • Using two inputs to create variable data tables
  • Using Excel’s Goal Seek tool to test values to achieve a desired result
  • Installing Solver for what-if analysis
  • Defining and solving a simple problem using Solver
  • Setting parameters

Creating Multiple Scenarios with Excel’s Scenario Manager

  • Adding and saving scenarios to test different possible outcomes such as best case and worst case
  • Generating a summary of scenarios for comparison
  • Tips when working with the Scenario Manager in Excel


Who will benefit

This course has been designed for Microsoft Excel users who have completed the Microsoft Excel: Intermediate / Advanced course or have equivalent knowledge and skills.

Can I bring my own device?

Absolutely! If you choose to bring your own device, you will receive a reduced rate. Be sure to bring a power cord and a mouse is helpful.

What's included

Included in this course:

  • Comprehensive course manual
  • Keyboard shortcuts quick reference
  • Sample and exercise files
  • Refreshments (for classes conducted in Avantix Learning classrooms)
  • Certificate of completion
  • Follow-up email support

Microsoft Office training series

Other courses in this series include:

Microsoft Excel: Introduction

Microsoft Excel: Intermediate / Advanced

Microsoft Excel: Introduction to Power Query to Get and Transform Data

Microsoft Excel: Introduction to Power Pivot and Data Modelling

Microsoft Excel: Introduction to VBA (Visual Basic for Applications)

Microsoft Project: Introduction

Microsoft Access: Introduction


About Avantix Learning courses

Avantix Learning offers live instructor-led classroom (ILC) courses allowing personal interaction between the students and the instructor. We specialize in small classes, typically ranging from 6 to 8 students to ensure an optimal student to instructor ratio.

Public courses are offered in downtown Toronto at 1 Yonge Street (Toronto Star Building), Suite 1801, Toronto, Ontario, Canada.

Our top-notch instructors have years of experience in the business world and students are encouraged to ask questions during our courses. Avantix Learning senior instructors have 15 or more years of experience. A complete profile of the instructor leading a specific course is available on request.


Have a question? Email us at

You can also find information about all of our courses on our web site at


We understand that your plans may change. Check out our refund policy for information regarding refunds and transfers.

Microsoft, the Microsoft logo, Microsoft Office and related Microsoft applications and logos are registered trademarks of Microsoft Corporation in Canada, US and other countries. All other trademarks are the property of the registered owners.

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Date and Time


Avantix Learning | Virtual Classroom | Eaton Centre classroom

250 Yonge Street

Suite 2700

Toronto, ON M5G 1V2


View Map

Refund Policy

Contact the organizer to request a refund.

Eventbrite's fee is nonrefundable.

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