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Free course template · Global

Advanced excel: Lookups, pivottables and automation

A ready-made course, live deck and two surveys for finance. AhaSlides tracks progress, completion and scores for you. 50 minutes, 6 lessons. Last reviewed 21 October 2026; not legal advice.

By Brian

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Advanced excel: Lookups, pivottables and automation: try 3 questions

Three questions from this course. Pick an answer, then see why.

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Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 9 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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The Advanced excel: Lookups, pivottables and automation course as a learner first sees it

Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's answers to the quizzes and activities in the course.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

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6 lessons, about 50 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: A lookup that returns the wrong price: lookup functions · 10 min

    Before you begin · An invented story · Which lookup?

  • Lesson 2: PivotTables for summaries · 10 min

    The four areas · Build one, step by step · Predict the summary

  • Lesson 3: Data validation, cleaning, named ranges and dynamic arrays · 9 min

    Stop bad data at the door · Clean what is already there · Names and spills

  • Lesson 4: Dashboards in Excel and their grey areas · 9 min

    Scenario · Scenario · Scenario

  • Lesson 5: An introduction to macros and VBA, and where to get help · 9 min

    What a macro is · Record, run, stop · Who to ask

  • Lesson 6: Final assessment · 3 min

    Practice

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

For analysts after Excel essentials, before a month-end or reporting cycle, or when a team inherits a large workbook.

Finance, operations and reporting analysts who already use Excel daily; run by L&D with finance leads.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • Office suite in use
  • Team workbook template
  • Macro policy link
  • It helpdesk contact
  • Security incident route
  • LMS or record system
  • Course URL
Then edit anything else you like: wording, scenarios, your logo.
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Ready to run it?

Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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