Note: For the best experience, we recommend using a dual-screen setup or two computers.

What to Expect

Step up to handling large-scale data with speed and confidence. In this hands-on workshop, you won’t just learn analytical tools—you will actively shape, and summarize datasets containing thousands of rows yourself. Working through real-world projects, you’ll write XLOOKUP and VLOOKUP formulas to merge split records, construct dynamic Pivot Tables from scratch to build custom summary reports, and generate visual charts to present your findings.

Level 3 – Advanced – Summarize & Analyze Data

• Shortcuts for Managing Large Datasets
• Build Reports from Large Datasets
• Pivot Tables
• Functions (XLOOKUP, VLOOKUP)
• Merge Data with Lookup Functions
• Create Basic Charts

Prerequisites

• Must know how to create formulas that link to data located on other sheets, and be familiar with filters

About the Session

• Software Used: Microsoft Excel 365
• Course Materials: We do not provide physical manuals, but you are welcome to keep all practice files to use as an excellent refresher after class.