The Comprehensive Excel Masterclass is an advanced course designed to empower students with the skills and knowledge needed to maximize the potential of Microsoft Excel in a business environment. This course goes beyond the basics and explores advanced functions, and features that will enable students to perform complex calculations, retrieve and manipulate data from multiple sources, and gain valuable insights from data. The course combines theoretical concepts with practical exercises and examples to reinforce learning.

A Comprehensive Excel Masterclass

A Comprehensive Excel Masterclass

Instructor: Liz Durango-Cohen
Access provided by ExxonMobil
15,187 already enrolled
68 reviews
Recommended experience
Recommended experience
Intermediate level
Basic understanding of Excel functionalities such as creating formulas, working with worksheets, and basic data manipulation.
68 reviews
Recommended experience
Recommended experience
Intermediate level
Basic understanding of Excel functionalities such as creating formulas, working with worksheets, and basic data manipulation.
Skills you'll gain
- Financial Modeling
- Excel Formulas
- Financial Management
- Data Analysis Expressions (DAX)
- Data Visualization
- Key Performance Indicators (KPIs)
- Timelines
- Financial Analysis
- Business Intelligence
- Data Presentation
- Spreadsheet Software
- Cash Flows
- Interactive Data Visualization
- Mortgage Loans
- Data-Driven Decision-Making
- Capital Budgeting
Tools you'll learn
Details to know

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There are 5 modules in this course
Welcome to Mastering Excel Essentials to Enhance Business Value! This module introduces Pivot Tables and Power Query as powerful tools for organizing, analyzing, and transforming data. You will learn to build dynamic reports, apply filters, group data, and create interactive dashboards, while also gaining an introduction to preparing and cleaning data with Power Query.
What's included
25 videos20 readings8 assignments1 discussion prompt
25 videos•Total 190 minutes
- Course Overview Video•3 minutes
- Module 1 Introduction•2 minutes
- Overview of Pivot Tables•5 minutes
- Guidelines for Inserting Pivot Tables and Pivot Table Structure•9 minutes
- Understanding Variable Types and Pivot Table Structure•12 minutes
- Filtering, Organizing and Sorting Pivot Tables•8 minutes
- More on Filtering Pivot Tables•5 minutes
- Grouping Dates in Pivot Tables•7 minutes
- Pivot Tables Contextual Tabs: The Design and Analyze Tabs•7 minutes
- The “Show Value As” Display•5 minutes
- Creating Calculated Fields•7 minutes
- The Power of “Show Value As” Displays to Analyze Data – Part I•10 minutes
- The Power of “Show Value As” Displays to Analyze Data – Part II•8 minutes
- Pivot Table Options, Field Headers and Buttons•7 minutes
- Using Slicers to Filter Pivot Tables•5 minutes
- Using Slicers and Timelines to Filter Pivot Tables •8 minutes
- Creating Pivot Charts I•7 minutes
- Creating Pivot Charts II•7 minutes
- Pivot Tables Formatting Options•5 minutes
- Pivot Tables with Different Levels of Granularity•9 minutes
- Pivot Tables in Google Sheets: Functional Differences (Interface, Slicers, Grouping Dates)•14 minutes
- Introduction to Power Query •3 minutes
- Importing & Cleaning Data with Power Query•10 minutes
- Merging Data in Power Query•12 minutes
- Complex Data Prepping with Power Query•14 minutes
20 readings•Total 280 minutes
- Syllabus•30 minutes
- Module 1 Lesson 1 Reading•10 minutes
- Module 1 Lesson 1 Video Instructions Pt.1•30 minutes
- Module 1 Lesson 1 Video Instructions Pt.2•10 minutes
- Pivot Table Exercise Completed Workbook•10 minutes
- Module 1 Lesson 2 Reading•10 minutes
- Module 1 Lesson 2 Video Instructions Pt.1•30 minutes
- Module 1 Lesson 2 Video Instructions Pt.2•10 minutes
- Pivot Tables II Exercise Completed Workbook•10 minutes
- Pivot Tables Exercise III Completed Worksheet•10 minutes
- (Optional) Google Sheets Exercises•10 minutes
- Module 1 Lesson 3 Reading •10 minutes
- Module 1 Lesson 3 Video Instructions Pt.1•30 minutes
- Sample Data Power Query Import File•10 minutes
- Module 1 Lesson 3 Video Instructions Pt.2•10 minutes
- Power Query Exercise Data Files•10 minutes
- Power Query Exercise Part A Completed Workbook•10 minutes
- Power Query Exercise Part B Completed Workbook•10 minutes
- Module 1 Summative Assessment Answers•10 minutes
- Module 1 Summary•10 minutes
8 assignments•Total 795 minutes
- Pivot Table Exercise•180 minutes
- Pivot Tables Quiz•180 minutes
- Pivot Tables II Exercise•180 minutes
- Pivot Tables Exercise III•15 minutes
- Power Query Exercise Part A•15 minutes
- Power Query Exercise Part B•15 minutes
- Power Query Quiz•30 minutes
- Module 1 Summative Assessment•180 minutes
1 discussion prompt•Total 10 minutes
- Meet and Greet Discussion•10 minutes
Welcome to Module 2! This module explores the time value of money and its role in financial decision-making. You will use Excel’s financial functions to model investments, calculate loan payments, build amortization schedules, and analyze the impact of interest rates and repayment strategies on long-term outcomes.
What's included
25 videos16 readings9 assignments
25 videos•Total 169 minutes
- Module 2 Introduction•1 minute
- Introduction to Time Value of Money and Cash Flow Diagrams•7 minutes
- Cash Flow Diagrams in Excel•5 minutes
- Introduction to Loans and Simple Interest•8 minutes
- Understanding Compound Interest•8 minutes
- Comparing Quotes Rates•4 minutes
- Calculating the Effective Interest Rate•7 minutes
- EFFECT and NOMINAL Functions•5 minutes
- Terminology: Interest Vs. Discount Rates•2 minutes
- The Power of Compounding•7 minutes
- Basic Excel Financial functions I (FV, PV,)•8 minutes
- Annuity and Perpetuities•14 minutes
- Basic Excel Financial functions II (RATE, NPER)•8 minutes
- Example I – Using APR, EAR, FV and PV Functions•5 minutes
- Example II – Calculating EAR and APR with Period Mismatch •7 minutes
- Example III – Recursive and Nested PV Calculation•6 minutes
- Calculating Loan Payments (PMT)•7 minutes
- Understanding Amortization or Repayment Schedules•5 minutes
- Creating an Amortization in Excel: Applying IPMT, PPMT Functions•9 minutes
- Calculating Loan Balances with CUMPRINC Function•10 minutes
- CUMIPMT and CUMPRINC Functions – Understanding Total Interest and Principal Payment Calculations•7 minutes
- CUMIPMT and CUMPRINC Functions – Automating Start and End Periods by Year•5 minutes
- Impact of Paying Extra each Period on Loan Repayment Horizon (NPER)•11 minutes
- Impact of Adjustable Rates on Mortgages and Credit Card Loans – Part I•8 minutes
- Impact of Adjustable Rates on Mortgages and Credit Card Loans – Part II•4 minutes
16 readings•Total 200 minutes
- Module 2 Lesson 1 Reading•10 minutes
- Module 2 Lesson 1 Video Instructions Pt.1•30 minutes
- Module 2 Lesson 1 Video Instructions Pt.2•10 minutes
- Module 2 Lesson 2 Reading•10 minutes
- Module 2 Lesson 2 Video Instructions Pt. 1•10 minutes
- Module 2 Lesson 2 Video Instructions Pt. 2•10 minutes
- Time Value of Money Exercise Completed Workbook•10 minutes
- Basic Financial Functions Exercise Completed Workbook•10 minutes
- More Complex Financial Functions Exercise Completed Workbook•10 minutes
- Module 2 Lesson 3 Reading•10 minutes
- Module 2 Lesson 3 Video Instructions Pt.1•30 minutes
- Module 2 Lesson 3 Video Instructions Pt.2•10 minutes
- Loan Analysis Exercise Completed Workbook•10 minutes
- Mortgage Loan & Refinancing Exercise Completed Workbook•10 minutes
- Module 2 Summative Assessment Answers•10 minutes
- Module 2 Summary•10 minutes
9 assignments•Total 900 minutes
- Time Value of Money Quiz•180 minutes
- Time Value of Money Exercise•15 minutes
- Basic Financial Functions Exercise •15 minutes
- More Complex Financial Functions Exercise•30 minutes
- Excel Functions Quiz (Excel Needed) •180 minutes
- Loan Analysis Exercise•60 minutes
- Mortgage Loan & Refinancing Exercise•60 minutes
- Excel Functions Quiz (No Excel Needed)•180 minutes
- Module 2 Summative Assessment•180 minutes
Welcome to Module 3! This module focuses on building models to support data-driven decision-making and evaluating business projects. You will apply Excel tools like Goal Seek, data tables, and scenario analysis, while also mastering capital budgeting techniques such as NPV, IRR, and incremental analysis to select the most profitable investments.
What's included
25 videos13 readings8 assignments
25 videos•Total 149 minutes
- Module 3 Introduction•1 minute
- Module 3 Lesson 3 Introduction•1 minute
- Inspired Endeavors Base Case – Using Cell References•6 minutes
- Inspired Endeavors Base Case -- Using Names•8 minutes
- One-Variable Data Table•5 minutes
- Text Label Format for One-Variable Data Table•6 minutes
- Two-Variable Data Table•7 minutes
- Scenario Manager•15 minutes
- Goal Seek & Loans•4 minutes
- One-Variable Data Tables & Loans•5 minutes
- Two-Variable Data Tables & Loans•4 minutes
- Introduction to Capital Budgeting•3 minutes
- Introduction to Net Present Value (NPV Function)•8 minutes
- NPV Pitfalls•3 minutes
- XNPV – NPV Function using Real Dates•5 minutes
- Evaluating One-Time Projects using Net Present Analysis•9 minutes
- Capital Budgeting for Ongoing Projects – Using a specified Time Horizon•8 minutes
- Equivalent Annual Worth Analysis Motivation•6 minutes
- Common Cycle Analysis in Excel•5 minutes
- Equivalent Annual Worth Analysis•5 minutes
- Internal Rate of Return (IRR) Introduction•6 minutes
- More on Internal Rate of Return (IRR)•7 minutes
- XIRR, RATE and Guesses for Internal Rate of Return•5 minutes
- Incremental Rate of Return Analysis -- Part I•7 minutes
- Incremental Rate of Return Analysis -- Part II•8 minutes
13 readings•Total 130 minutes
- Module 3 Lesson 1 Videos Pt.1•10 minutes
- Module 3 Lesson 1 Videos Pt.2•10 minutes
- Base Case Analysis Exercise Completed Workbook•10 minutes
- Goal Seek Exercise Completed Workbook•10 minutes
- What-If Analysis Exercise Completed Workbook•10 minutes
- NPV Exercise Completed•10 minutes
- Module 3 Lesson 3 Reading•10 minutes
- Module 3 Lesson 3 Video Instructions Pt.1•10 minutes
- Module 3 Lesson 3 Video Instructions Pt.2•10 minutes
- Capital Budgeting Exercise Completed Workbook•10 minutes
- Project Evaluation and Selection Quiz - Solution Worksheet•10 minutes
- Module 3 Summative Assessment Answers•10 minutes
- Module 3 Summary•10 minutes
8 assignments•Total 990 minutes
- Practice Activity: Base Case Analysis Exercise•180 minutes
- Practice Activity: Goal Seek Exercise•180 minutes
- Practice Activity: What-If Analysis Exercise•180 minutes
- What-If Analysis Quiz•30 minutes
- NPV Exercise•30 minutes
- Capital Budgeting Exercise•180 minutes
- Project Evaluation and Selection Quiz•30 minutes
- Module 3 Summative Assessment•180 minutes
Welcome to Module 4! In today's data-driven world, the ability to create dashboards that are both interactive and informative is absolutely crucial for effective data analysis and decision-making. In this module, we'll dive deep into the art of dashboard design, focusing on the practical application of our lessons. You'll learn how to leverage Excel's Form Controls to build dynamic and user-friendly dashboards without the need for VBA programming. But this module is about much more than Excel functions. It's about mastering the design principles that make dashboards meaningful and effective. You'll discover how to craft displays of quantitative data that facilitate managerial decision-making. We'll explore essential theories, concepts, and methodologies to visualize and analyze real-world data. From mastering data retrieval techniques with INDEX to exploring ways to create dynamic charts, this module is designed to transform you into an adept dashboard designer, capable of synthesizing and visualizing complex data in an easily digestible format.
What's included
38 videos17 readings5 assignments
38 videos•Total 318 minutes
- Module 4 Introduction•1 minute
- Introduction to Mastering Excel Dashboards•5 minutes
- Dashboard Design Checklist•6 minutes
- Dashboard Design Basics – Getting Started•4 minutes
- Dashboard Workbook Structure•3 minutes
- Useful Shortcut Keys•10 minutes
- Dashboard Design and Creation Tips•10 minutes
- Static Dashboard Calculations I•14 minutes
- Static Dashboard Calculations II – GETPIVOTDATA Function•6 minutes
- Constructing Static Dashboard – Using Textboxes for Flexibility•16 minutes
- Design Elements of Dashboards•12 minutes
- Static Dashboard Formatting I -- Size, Fonts and Colors•8 minutes
- Static Dashboard Formatting II – Containers and Alignment•16 minutes
- Static Dashboard Formatting III – Object Properties & Final Touches•7 minutes
- MATCH Function Tutorial•5 minutes
- Using Slicers and Timelines in Pivot Tables•14 minutes
- INDEX Function – Efficient Lookup Function•15 minutes
- LARGE and SMALL – For sorting values•5 minutes
- CHOOSE – An alternative to IF Statements•8 minutes
- SUMIFS – A Review with Twists•10 minutes
- OFFSET Function - Basic Usage•4 minutes
- OFFSET with Arrays•4 minutes
- Introduction to the Developer Tab and Form Controls•4 minutes
- Combo Box – More Attractive Dropdown List•8 minutes
- Check Box – Check/Uncheck Option•7 minutes
- List Box – A Different Way to Selection from a List•3 minutes
- Spin Button – Increase or Decrease a Value/Position in a list•2 minutes
- Option Button – Choose Between Options•3 minutes
- Scroll Bar – Scroll Through Choices•7 minutes
- Calculations -- Form Controls and Slicer Cell Links•11 minutes
- Calculations -- Overall Metric Calculations•14 minutes
- Calculations -- Monthly Charts and Dynamic Titles•16 minutes
- Calculations -- Current vs. Previous Year Deltas•16 minutes
- Calculations – Top 3 and Bottom 3 Products by Profitability•6 minutes
- Construction and Design -- Shapes and Formatting•14 minutes
- Construction and Design – Charts Edits and Shape Properties•9 minutes
- Construction and Design – Linked Pictures•10 minutes
- Final Touches for Dynamic Dashboard•5 minutes
17 readings•Total 250 minutes
- Module 4 Lesson 1 Reading•10 minutes
- Module 4 Lesson 1 Video Instructions Pt.1•30 minutes
- Module 4 Lesson 1 Video Instructions Pt.2•10 minutes
- Module 4 Lesson 2 Reading•10 minutes
- Module 4 Lesson 2 Video Instructions Pt.1•30 minutes
- Module 4 Lesson 2 Video Instructions Pt.2•10 minutes
- Data Retrieval and Reporting Exercise Completed •10 minutes
- Module 4 Lesson 3 Reading•10 minutes
- Module 4 Lesson 3 - Section 1 Video Instructions Pt.1•30 minutes
- Module 4 Lesson 3 - Section 1 Video Instructions Pt.2•10 minutes
- Module 4 Lesson 3 - Section 2 Video Instructions Pt.1•30 minutes
- Module 4 Lesson 3 - Section 2 Video Instructions Pt.2•10 minutes
- Module 4 Lesson 3 - Section 3 Video Instructions Pt.1•10 minutes
- Module 4 Lesson 3 - Section 3 Video Instructions Pt.2•10 minutes
- Module 4 Lesson 3 - Section 4 Video Instructions Pt.1•10 minutes
- Module 4 Lesson 3 - Section 4 Video Instructions Pt.2•10 minutes
- Module 4 Summative Assessment Answers•10 minutes
5 assignments•Total 750 minutes
- Dashboard Design Quiz •180 minutes
- Data Retrieval and Reporting Exercise•180 minutes
- Retrieval Functions Quiz •180 minutes
- Form Controls Quiz•30 minutes
- Module 4 Summative Assessment•180 minutes
This module contains the summative course assessment that has been designed to evaluate your understanding of the course material and assess your ability to apply the knowledge you have acquired throughout the course. Be sure to review the course material thoroughly before taking the assessment.
What's included
1 assignment
1 assignment•Total 120 minutes
- Summative Course Assessment•120 minutes
Build toward a degree
This course is part of the following degree program(s) offered by Illinois Tech. If you are admitted and enroll, your completed coursework may count toward your degree learning and your progress can transfer with you.¹
Build toward a degree
This course is part of the following degree program(s) offered by Illinois Tech. If you are admitted and enroll, your completed coursework may count toward your degree learning and your progress can transfer with you.¹
Illinois Tech
Master of Business Administration
Degree · 12-24 months
¹Successful application and enrollment are required. Eligibility requirements apply. Each institution determines the number of credits recognized by completing this content that may count towards degree requirements, considering any existing credits you may have. Click on a specific course for more information.
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Illinois Tech is a top-tier, nationally ranked, private research university with programs in engineering, computer science, architecture, design, science, business, human sciences, and law. The university offers bachelor of science, master of science, professional master’s, and Ph.D. degrees—as well as certificates for in-demand STEM fields and other areas of innovation. Talented students from around the world choose to study at Illinois Tech because of the access to real-world opportunities, renowned academic programs, high value, and career prospects of graduates.
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Reviewed on Aug 31, 2024
This Course will help an MBA students to get knowledge about Excel most important Functions like Pivot Table, Developer tool features and so on
Reviewed on Aug 14, 2024
It was very comprehensive course on critical features and functions in Excel that are required for everyday use and data analysis and visualization.
Reviewed on Jun 30, 2024
Great experience and I learned more than I projected.
Materials as well as the instructor were exceptionally excellent!