Accounting and Finance
Accounts Payable: Accounting and Management Best Practices
19–23 Oct 2026 · Jeddah
View courseAF-002
Advanced Excel: Functions, Power Query and Power Pivots
Intensive 5-day course · English, Arabic & European languages
- Duration5 days
- FormatClassroom or live online
- LanguageEnglish, Arabic or a European language
- CertificateARUK Certificate of Attendance
- FeeFrom £2,280 + VAT
Accountants, business analysts and finance professionals study advanced Excel techniques over five days. Practical work includes TEXTJOIN and TEXTSPLIT functions, data preparation in Power Query and modelling with Power Pivots. Delegates use DAX measures for complex calculations and explore automation tools for speeding up routine reporting tasks.
Classroom
Public courses in our cities
- 19–23 Oct 2026Riyadh£4,200 + VAT
- 2–6 Nov 2026Doha£4,200 + VAT
- 16–20 Nov 2026Rome£3,400 + VAT
- 7–11 Dec 2026Istanbul£2,280 + VAT
- 21–25 Dec 2026Abu Dhabi£4,200 + VAT
- 11–15 Jan 2027Munich£3,400 + VAT
Show 23 more dates
- 25–29 Jan 2027Jeddah£4,200 + VAT
- 8–12 Feb 2027Amsterdam£3,400 + VAT
- 22–26 Feb 2027Singapore£4,200 + VAT
- 1–5 Mar 2027Istanbul£2,280 + VAT
- 15–19 Mar 2027Muscat£3,080 + VAT
- 5–9 Apr 2027Casablanca£2,280 + VAT
- 19–23 Apr 2027Rome£3,400 + VAT
- 3–7 May 2027Istanbul£2,280 + VAT
- 17–21 May 2027Manama£3,080 + VAT
- 14–18 Jun 2027Munich£3,400 + VAT
- 28 Jun – 2 Jul 2027Amman£3,400 + VAT
- 12–16 Jul 2027Amsterdam£3,400 + VAT
- 26–30 Jul 2027Madrid£3,400 + VAT
- 2–6 Aug 2027Istanbul£2,280 + VAT
- 16–20 Aug 2027Berlin£3,400 + VAT
- 6–10 Sep 2027Milan£3,400 + VAT
- 20–24 Sep 2027Rome£3,400 + VAT
- 4–8 Oct 2027Istanbul£2,280 + VAT
- 18–22 Oct 2027Malaga£3,080 + VAT
- 8–12 Nov 2027Munich£3,400 + VAT
- 22–26 Nov 2027Sarajevo£3,400 + VAT
- 13–17 Dec 2027Amsterdam£3,400 + VAT
- 27–31 Dec 2027Dubai£4,200 + VAT
Group discount: 2 delegates 20% · 3 delegates 35% · 5 or more delegates 50%
Can't make these dates? We can run this course for your team on dates that suit you. Ask for custom dates · In-house options
Online (live)
With a trainer, on dates to suit your team
This course can be taught live online by a trainer, in English, Arabic or any European language, for one person or a whole team.
£1,850 + VAT
Group discount: 2 delegates 20% · 3 delegates 35% · 5 or more delegates 50%
Special requests
Tailor this course
Pick what you want changed and we’ll come back with a proposal and price.
Course overview
Preparing business data for reporting can involve several files and different sources. The five-day programme develops advanced Excel skills for that work, including functions that organise data and tools that connect separate tables before delegates analyse the results. All practice takes place in Excel.
This course opens with recent Excel functions: UNIQUE, SORT, FILTER, and XLOOKUP. Delegates learn to pull data from external sources using Power Query, including folders, websites, and PDFs. Sessions then cover how to clean, transform, and combine that data ready for analysis. The programme addresses Pivot Tables for generating management reports, including calculated fields, slicers, and custom layouts.
From day four, work turns to Power Pivots and data modelling. Delegates build relationships between tables and write DAX formulas to create calculated fields and measures. The final day covers Excel automation: data types for currencies, geography, and stock information, plus Office Scripts and macros for handling repetitive formatting and reporting tasks.
Course objectives
By the end of the course, delegates will be able to:
- Apply key Excel functions to prepare data for analysis
- Use pivot table calculations to generate management reports
- Clean and prepare data for reporting using Power Query
- Report and analyse big data using Power Pivots
- Apply Excel automation solutions to speed up routine work
Target competencies
- Excel functions
- Power Query
- Practising pivot tables
- Using Power Pivot
- Reporting
- Analysing business data
Who should attend
This course suits:
- Accountants, including junior and senior accountants
- Business analysts
- Accounting and finance professionals
- Research professionals
- Staff needing to improve and upgrade their skills in Excel, Power Query, and Power Pivots
Training methodology
- This is a hands-on course with practical applications.
- Delegates use Microsoft Excel 2021 or Office 365 throughout the five days.
- All examples, exercises, and case studies are practised directly in Excel.
Daily agenda
- Day 1
Advanced Excel Functions and Features
- The table tool
- Naming cells and ranges
- Data validation using custom formulas
- Conditional formatting formulas
- Text functions including TEXTSPLIT, TEXTJOIN, TextAfter, and TextBefore
- Trim, Clean, Find, Search, and Len functions
- IF, IFS, AND, and OR logic
- CountIF, SUMIF, and AverageIF
- XLOOKUP, Index, and Match
- Sequence, UNIQUE, SORT, Sort By, and FILTER
- Formula auditing
- Day 2
Advanced Techniques in Creating and Customising Pivot Tables
- Number and cell formatting
- Report layout options
- Grouping and ungrouping fields
- Default and customised sorting and filtering
- Sorting with custom lists
- Creating calculated fields
- Pivot charts
- Filtering with slicers and timelines
- Slicer settings and connections
- Customising reports using GetPivotData
- Day 3
Power Query: A Must-have Skill
- Getting and transforming data by linking Excel to external sources
- Importing from Excel files
- Importing from text files
- Importing from the web
- Linking to folders for all files and latest files
- Transforming and cleaning up data with Power Query
- Naming, splitting, merging, and removing columns
- Applying row filters
- Using Fill, Replace, Clean, Trim, and Format tools
- Creating date columns
- Creating columns based on examples
- Building custom and conditional columns
- Working with a Parameter
- Using the UnPivot data function
- Grouping information
- Methods for combining queries
- Appending data
- Merging and the different types of joining data
- Day 4
Power Pivot and the Data Model
- Benefits and drawbacks of PowerPivot
- Merging data from multiple tables using relationships
- Creating calculations using DAX formulas
- Using DAX to create calculated fields
- Formatting with DAX measures
- Date DAX measures
- Calculate and Related functions
- Day 5
Excel Automation Tools
- Working with Excel data types
- Handling currencies
- Geography data
- Organisation data
- Stocks data
- Using office scripts to automate routine tasks such as formatting sheets
- Applying Macros through practical examples
Certificate
Every delegate who completes the course receives an ARUK Training Certificate of Attendance.
Frequently asked questions
How do I register?
Choose a date and city in the schedule and press Register, or send us an enquiry. Our team confirms your place and sends an invoice.
Are fees shown with VAT?
Fees are shown per delegate and exclude VAT, which is added to the invoice where applicable.
Can this course be delivered for our team only?
Yes. Any ARUK course can be delivered in-house at your premises, in a meeting room we book for you, or 1-to-1.
Is this course available online?
Yes. We run it live online with a trainer, on dates that suit your team, for £1,850 + VAT per delegate.
Is there a group discount?
Yes. 20% for 2 delegates, 35% for 3 delegates and 50% for 5 or more delegates on the same course.
Can the course be delivered in Arabic or another language?
Yes. Our courses can be delivered in English, Arabic or any European language, by a trainer who teaches in that language. Mention your preferred language when you register or enquire.
What certificate will I receive?
An ARUK Training Certificate of Attendance.
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