Date and Time:

Start date & time:  13 November 2025 09:30

End date & time:  13 November 2025 16:30

Format

This course will be delivered via Zoom. The Zoom link will be emailed to participants the day before the course is due to take place.

Who should attend

This course is intended for experienced Excel users. It has two main aims:

1. Providing a detailed introduction to the new tools in Excel 365: what they do, how they operate and show them working in real world examples. These tools are Dynamic Array Formulas. This will include (where appropriate) contrasting with how these real world issues would have been handled in ‘legacy’ (i.e. pre-365) Excel.
2. Focusing on particularly useful techniques in a few areas that will be familiar - Charting and Formatting - and one that may or not be well known to you - Macros.

This course will operate with a mixture of instructor-delivery and practical exercises using a case-study approach. The emphasis will be on delivering practical techniques which can be used in everyday work, rather than on esoteric theory.

Course overview

• Explore the latest Excel 365 dynamic array functions such as FILTER, UNIQUE, SORT, SEQUENCE — and how they streamline analysis and replace older formulas.
• Learn how to write custom functions with LAMBDA (and BYCOL, etc) and embed them in your spreadsheets for reusable logic.
• Master advanced Pivot-Table techniques: in-table calculations, multi-sheet generation and the new PIVOTBY/GROUPBY functions.
• Dive into automation and efficiency: record and edit macros, introduce basic VBA to reduce repetitive tasks and accelerate workflows.
• Improve data preparation and cleaning: convert ranges to Tables, use dynamic ranges and apply best practices for robust data modelling.
• Enhance visualisation and reporting: formatting tricks, slicers/timelines, PivotCharts and interactive dashboards to present insights clearly.
• Integrate functions, PivotTables and macros into repeatable reporting systems: linking slicers to multiple PivotTables, referencing results in formulas and automating updates.
• Targeted at professionals who already have solid Excel skills and want to elevate their data-analysis toolkit for faster, smarter, error-resistant work.
• Lambda Helper Functions - overview of the Lambda helper functions including MAKEARRAY, BYROW and BYCOL, MAP, REDUCE and SCAN
• Harnessing AI Assistants like ChatGPT and Copilot with LAMBDA
• Practical Examples - convert a complex formula to a simple Lambda. Perform rate-band calculations. Simplify Complex Lookups, Sort a Range using an ID that contains text and numbers.

Key learning outcomes

By the end of this course, participants will be able to understand and apply:

• Gain proficiency with the latest dynamic array functions in Excel 365, including FILTER, UNIQUE and SEQUENCE.
• Learn how to create reusable custom functions with the LAMBDA function in Excel.
• Master advanced PivotTable techniques to perform more complex data analysis and reporting.
• Develop skills to automate repetitive tasks using Macros and Basic VBA scripting.
• Understand how to clean and prepare data effectively using advanced Excel tools and best practices.
• Improve data visualisation techniques with advanced charting, PivotCharts and slicers.
• Learn how to link multiple PivotTables and charts to create interactive, dynamic dashboards.
• Build efficient, repeatable reporting systems using Excel’s functions and automation tools.
• Gain the ability to manipulate and summarise large data sets quickly and accurately.
• Enhance your data analysis skills to streamline workflows, reduce errors and boost productivity.

All participants should please note:

• Microsoft Office/ Apps Version 

Participants should have a Microsoft 365 subscription but supported older desktop versions are workable.

• Excel for Mac Users

Microsoft Excel 365 for Mac has some incompatibilities with Windows and certain features are not available.  Contact us before booking if you are in any doubt about your setup.

• Windows 11 / 10 ESU

We prepare the files and deliver the course using Windows 11 but Windows 10 on Extended Support is fine. 

• Two monitors recommended

This allows better viewing of the trainer's screen and relevant Microsoft 365 application or AI site. If you only have a single screen, please inform us prior to the course.

• Test Session

If you would like to test your connection and setup prior to your course, please contact info@professional.ie or 01 6627700 and we will arrange this with you.

Speaker bio

Professional Training is a group of experienced specialists providing focused training in IT and Management skills. Our trainers use a combination of tailored, flexible approaches and real-life business knowledge to develop and provide techniques and solutions for immediate implementation by our course participants. We have delivered a range of CPD programmes with Chartered Accountants Ireland since 1997.

Contact us

If you have any questions regarding this or any other CPD course or requirements, please feel free to contact the team here or call us at (+353) 01 523 3930