Microsoft® Excel Stage 3 Training Course

Take your skills up MORE than a few notches!

Learn Lookup functions, Tables and Pivot Tables

Duration: 4 hours

Excel Combine, Analyse and Report - Stage 3

About this course

This half-day, high-end intermediate level course has been designed to introduce the features that assist you in combining, analysing and reporting on large data lists.

Topics include super helpful tips on preparing data for use in VLOOKUP formulas, creating dynamic ranges using Tables, and producing Pivot Table reports.

Is this course suitable for you or your team?

This course is suitable for anyone who is already knowledgeable in the topics covered in our Excel Essential Skills course and our Excel Organising and Analysing Data course, and is the next step to becoming a proficient user of Excel. This course is definitely for you if you want to:

  • master using VLOOKUP and XLOOKUP functions to combine and cross-reference data
  • learn how Tables allow you to reference dynamic ranges - no more having to reset your ranges!
  • learn how to quickly consolidate and analyse data into meaningful Pivot Table reports

Learning outcomes

This hands-on course takes you through the steps you need to master in order to be a 'lookup' guru, use Tables and Table references to save you time and avoid potential errors and to confidently build meaningful reports using Pivot Tables.

Course pre-requisites

You would benefit from having an understanding of the skills covered in our and our Excel Organising and Analysing Data course. However, this isn't mandatory. 

What you will learn...

VLOOKUP and XLOOKUP to cross-reference data

Become a Lookup WHIZ! Not only will you learn how to create VLOOKUP and XLOOKUP functions, you will learn how to identify common problems that prevent these functions from working. Note: XLOOKUP is only available with a Microsoft 365  subscription


Cross-referencing data using the VLOOKUP function

Avoid the things that cause a VLOOKUP not to work

Learn the functions that are commonly used with VLOOKUP


XLOOKUP features

Preparing data for reporting

Data can be quirky! You'll learn how to fix problems by preparing your data so that it will work with a lookup function. AND you'll learn the tips, tricks, hacks and complementary functions that will have you creating functions that rock!


Identify and remove duplicate records

Change numbers formatted as text back to numbers

Join the content of several cells into one cell

Split a single column of data into several columns

Quickly remove unwanted text and unwanted spaces inside of cells

Using Tables

The Table feature in Excel offers so many time-saving benefits. Create dynamic, multi-functional lists so that you never have to reset your ranges again. Learn how to use Tables to name these dynamic ranges and insert them into your formulas. AND how to use Tables and Pivot Tables together to save time resetting ranges. So great!


What are Tables and why use them?

Manage and analyse data ranges using the Table feature

Use dynamic Table ranges in formulas

Use dynamic Table ranges with Pivot Tables

Creating Pivot Table reports

You may have heard about them...seen them...even attempted to create one. Pivot Tables aren't that scary when you are shown the best way to create them. Learn how to consolidate your data quickly into POWERFUL reports.  It changes your life!


Check your data is fit for pivoting

Create a new Pivot Table

Understand the Pivot Table cache

Change the layout and formatting of the report

Control how the data, totals and subtotals are displayed and summarized

Sort, filter and rank the data

Insert Slicers and Timelines

Move items into logical groups for ease of summarizing and performing data analysis

Group dates by month, quarter and year

Create calculations within the Pivot Table area

Display values as percentages of totals

Work with multiple data cache

What you will get...

A copy of our super popular step-by-step workbook along with file downloads for every exercise we cover together. Perfect to follow along with during the training, and to refer to after the training. 

Capped class size to ensure you have the hands-on time required and your questions answered.

Need proof of your Continuing Professional Development (CPD)? On completion of the workshop, by request, we will send you a “Certificate of Attendance” confirming your participation and the duration of the training session.

For online sessions

We use the latest version of Zoom or Microsoft Teams to deliver this course live online. If you would like to follow along with your trainer please ensure you have the desktop version of Microsoft Excel available. Having a webcam and headphones available ensures you can enjoy interacting with your trainer and fellow participants. Please ensure your browser software is up to date too. For the best experience we would recommend using Microsoft Chromium Edge or Google Chrome as your browser.

Details on how to connect to the session, along with your workbook and exercise files will be emailed to you prior to your session. Having a printed copy of the workbook handy during your learning will be extremely beneficial to your learning.

$ Prices for Online Live Workshops

Any questions, please contact us at

Excel Stage 3 course
  • Online

  • Coaching

This course is available as a LIVE Online session, or as a self-guided Online course

LIVE Online session

Online self-guided course

Need a quote for a group booking?
Please contact us today.

This training is for the Windows Desktop version of Excel and may not be suitable for Mac users

Keen to do all 3 Stages of Excel? 

Talk to us about booking an
'Excel Combo' and save!

People who booked this course also booked:

Excel Stage 1 course
Excel Stage 2 course

Sharyn is an expert trainer.  She became the first certified Microsoft® MOUS Authorised Instructor in New Zealand... [read more]

"This was a great course"
I will save 1 to 2 hours a day and additional time for my team as I will be running them through some of the content. Thank you!! This was a great course.

Bridget Armstrong


"I learnt lots!"
The accessible language used and explanations was what I liked most about the course. I spend most of my day in Excel so the quick tips will save me hours of time a week. So impressed with how the whole group went at a steady pace despite different levels. Sharyn, you're a star! Very enjoyable and I learnt lots!

Rachel Alcorn

Human Resources

"Your training style is wonderful"
Thank you so much once again for the training yesterday. Feedback from the team is all very positive. Your training style is wonderful, and even the members of the team who probably considered themselves as capable Excel users had their minds blown a number of times.. which is awesome!

Craig Williams

Country Manager - New Zealand