Take your Excel skills to the next level with advanced techniques for analysing, transforming and managing complex data. This hands-on course will help you build more efficient spreadsheets, automate repetitive tasks and create reliable, dynamic reports that support better decision-making.
Is this course right for you?
This course is designed for experienced Excel users who regularly work with large or complex datasets and want to improve the efficiency and accuracy of their reporting.
This course may be right for you if you:
- already have a solid understanding of Excel and want to advance your skills
- work with large or complex datasets
- regularly create reports or dashboards
- want to automate repetitive tasks and formulas
- need to clean, combine or transform data from multiple sources
- are responsible for data analysis, forecasting or business reporting
What you’ll explore
Participants will develop advanced Excel techniques to improve data analysis, reporting and productivity.
Topics include:
- advanced lookup functions including VLOOKUP, XLOOKUP and INDEX & MATCH
- error handling and formula troubleshooting
- structured references and dynamic spreadsheets
- using FILTER, SORT and UNIQUE to create dynamic datasets
- extracting, cleaning and transforming data
- preparing data for reporting and analysis
- introduction to DAX concepts
- creating calculated columns and measures
- building more efficient and maintainable Excel models
Benefits to You and Your Organisation
By attending this course, participants and organisations will benefit from:
- increased efficiency when working with complex spreadsheets
- reduced manual processing and data errors
- improved reporting accuracy and consistency
- greater confidence analysing and interpreting data
- stronger data modelling and reporting capability
- more reliable information to support business decisions
- improved productivity through automation and advanced formulas
Who Should Attend
This course is suitable for:
- business analysts
- data analysts and BI professionals
- finance professionals
- project officers
- operations and reporting staff
- professionals responsible for analysing, cleaning or reporting on complex datasets
Participants should already have an intermediate knowledge of Microsoft Excel.
Group Bookings
**For groups of five or more, IPAA SA can tailor the training to suit your organisation. Group bookings may also be eligible for a preferential rate. Complete the form, and our team will be in touch to discuss options. **
Learn about our speakers
Jagmohan (Jagg) Singh
Trainer
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Jagmohan (Jagg) Singh is a premier Software and Professional Development Trainer with over 18 years of global experience across the IT, Insurance, and Hospitality sectors. Jagg specializes in transforming training from a functional task into a strategic differentiator that drives measurable business results.
He has a remarkable track record of empowering over 57,000 professionals (50,000+ in India and 7,000+ in Australia), helping them master complex technical skills while refining their professional demeanor for maximum organizational impact.
Key Qualifications:
Microsoft Certified Trainer (MCT): Specialist in Microsoft 365, Teams Administration, and Data Analytics.
Certified Professional: Cert IV in Training and Assessment (TAE) and Diploma in Financial Planning (Australia).
Academic Foundation: MBA in Sales & Marketing; BSc in Computer Science.
Areas of Expertise:
End-to-End L&D Strategy: Expert in Training Need Analysis (TNA), content development, and delivery planning that aligns with C-Suite objectives.
Software & Data Mastery: Bridging the gap between complex data/software tools (Microsoft 365, Power BI) and practical business application.
Sales & Leadership Coaching: Developing high-performance teams through behavioral competency modeling and integrated coaching (Classroom + Field Monitoring + E-Learning).
Evidence-Based Results: Dedicated to showcasing training effectiveness through clear ROI and productivity metrics.
Upcoming course availability
November 2026
Tuesday, 10 November 2026
Format
Face-to-face
Duration
1 full-day
9:00am - 4:30pm (8:45am registration)
Inclusions
Resources, morning tea, lunch and refreshments
Location
12 Pirie Street, Adelaide, SA 5000
(please visit registration links for further information)
View map
Costs
Personal Member $575
State Govt Employee Member $615
Corporate Member $625
Non-Member $725
This course is also available in-agency. Please contact us for further information