Advanced Excel for Data Analysis and Presentation is a course in analysing figures with statistical functions, What-If Analysis and Forecast Sheet, then presenting the results with conditional formatting, modern charts such as waterfall and interactive charts in Excel. It suits planning, finance and marketing staff who present numbers to management.
Numbers in Excel are only valuable when readers can understand them and make decisions from them. Many people calculate correctly but still cannot answer the key questions: what happens to profit if sales rise by 10 per cent, what next quarter is likely to look like, which branch is out of line. And when it is time to present, they copy tables into PowerPoint and rebuild the charts every time. Excel in Microsoft 365 has analysis tools and charts that answer these questions and let you present from a single file.
The course starts with worksheet design that keeps data, calculations and presentation apart, then covers operators, nested functions, statistical functions, What-If Analysis, forecasting with Forecast Sheet and advanced conditional formatting. Day two focuses on presentation: choosing and formatting charts, modern charts such as waterfall and funnel, sparklines, interactive charts and making Excel present as smoothly as PowerPoint. It finishes with a workshop that turns sales data into an analysis ready to present. (2 days, 6 hours per day, 12 hours in total, Advanced level.)
Course Details
This is the 2026 edition of the Advanced Microsoft Excel for Data Analysis and Presentation course. It runs for 2 days, 6 hours per day (12 hours in total, 09:00-16:00), as lectures with labs, at Advanced level. It keeps the original topics of data preparation, operators, nested functions, conditional formatting and charts, and adds What-If Analysis, Forecast Sheet, waterfall and funnel charts, interactive charts and presenting from Excel. Its focus on analysis and presentation sets it apart from the advanced Excel courses on data management or formulas and from Excel Dashboards, which centres on PivotTables. Learners take home the sample data, answer files and the report from the workshop.
Section 1: Lab: Designing Worksheets for Analysis and Presentation
Section 2: Lab: Operators and Nested Functions
Section 3: Lab: Statistical and Ranking Functions
Section 4: Lab: What-If Analysis
Section 5: Lab: Trends and Forecasting
Section 6: Lab: Advanced Conditional Formatting
Section 7: Choosing the Right Chart for the Data
Section 8: Lab: Formatting Charts to Communicate
Section 9: Lab: Modern Chart Types in Excel
Section 10: Lab: Sparklines and Interactive Charts
Section 11: Lab: Presenting in Excel with a PowerPoint Feel
Section 12: Workshop: A Sales Analysis Ready to Present
No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770
Select the range, go to Home > Conditional Formatting > New Rule and choose Use a formula to determine which cells to format. Write a formula that returns TRUE or FALSE, referring to the first cell of the range, for example =$E2<$F2 to highlight a whole row when sales are below target. The $ before the column makes every cell in the row check the same column.
Start from the question you need to answer. Use bar or column charts to compare items, line charts for trends over time, waterfall charts to show what drove a rise or fall, funnel charts for stages that narrow, and histograms or box and whisker charts for distribution. Recommended Charts offers options, but check that the chart actually answers the question.
Select data with a column of evenly spaced dates or periods and a column of values, then go to Data > Forecast Sheet. Excel creates a new sheet with a table of historical and forecast values and a chart with confidence bounds, using exponential smoothing (ETS). Treat the forecast as input to a decision alongside business knowledge, not as a certain answer.
It suits regular Excel users who analyse or present figures, such as planning, finance, sales and marketing staff. You should be able to write basic formulas such as SUM, IF and XLOOKUP or VLOOKUP and have created charts before.
You will be able to design workbooks that are easy to read and maintain, analyse data with statistical functions, What-If Analysis and Forecast Sheet, highlight what matters with formula-based conditional formatting, build classic and modern charts that make a clear point and present smoothly from Excel, and you leave with the analysis from the workshop.
Yes. IT Genius Institute runs in-house sessions and can adapt the lab examples to the reports your team presents regularly. Contact us for a quotation.
Articles are published in Thai.
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