Excel Formulas & Functions Course: From Basics to Automation

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 learn ai for accounting finance accounting 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 scenarios