Duration: 3 days – 21 hrs

 

Overview 

 

This hands-on program levels up power users on Microsoft 365/Office 2021 apps—Excel, Word, PowerPoint, and Outlook—focusing on real-world productivity, automation, data analysis, and professional document/report creation. Participants will master advanced features (dynamic arrays, Power Query, slide masters, long-document controls, automation helpers, and collaboration) and apply them in end-to-end case studies.

 

Objectives 

 

• Build robust Excel workbooks using advanced formulas, dynamic arrays, PivotTables, and Power Query for repeatable data prep.
• Design publication-ready Word documents using styles, sectioning, templates, references, and controlled layouts.
• Create compelling, on-brand PowerPoint decks using slide masters, layouts, storytelling flows, and data-driven visuals.
• Streamline email and time management with Outlook rules, Quick Steps, search, and shared calendars.
• Collaborate securely with OneDrive/SharePoint, manage versions, and co-author across apps.
• Apply best practices for performance, auditing, accessibility, and maintainability across Office files.

 

 

Audience 

 

• Analysts, specialists, managers, project leads, trainers, and power users who work extensively with Office files
• Teams producing reports, dashboards, client deliverables, or executive presentations

Pre- requisites  

• Comfortable with basic Office usage (Excel formatting & simple formulas, basic Word/PowerPoint editing, sending email in Outlook)

• Laptop with Microsoft 365/Office 2021 installed; organization access to OneDrive/SharePoint recommended

 

Course Content 

 

Day 1 Excel Analytics & Data Preparation

 

Module 1: Excel Power Foundations (Advanced)

 

• Structured references & named ranges
• Data validation, error trapping, audit & trace precedents/dependents
• Tables as data models (sorting, filtering, totals, relationships basics)

 

Module 2: Advanced Formulas & Dynamic Arrays

 

• XLOOKUP vs. VLOOKUP; INDEX/MATCH patterns
• FILTER, UNIQUE, SORT, SEQUENCE, LET, LAMBDA patterns
• Date/time, text, conditional & aggregation functions (IFS, SUMIFS, XMATCH)

 

Module 3: Pivot Power

 

• PivotTables & PivotCharts: grouping, calculated fields, slicers, timelines
• Scenario analysis with What-If tools (Goal Seek, Solver intro)

 

Module 4: Power Query (Get & Transform)

 

• Importing CSV/Excel/SharePoint/web data
• Cleaning & shaping (split/merge, unpivot, fill, data types)
• Query parameters & refresh strategies for repeatable pipelines

 

Lab & Checkpoint

 

• Build a refreshable report: automate data cleanup with Power Query; analyze with PivotTables & dynamic arrays

 

Day 2 Word for Professional Docs + Outlook Productivity

 

Module 5: Word Mastery for Long & Branded Documents

 

• Styles architecture (paragraph, character, linked styles) & multi-level numbering
• Section breaks, headers/footers, page numbering variants
• Templates & themes; building blocks, Quick Parts, and content controls
• Tables, images, icons, and layout alignment best practices
• References: table of contents, captions, cross-references, citations, bibliography
• Mail Merge (Excel/CSV/Outlook contacts), envelopes/labels
• Review tools: Track Changes, Compare, Restrict Editing, document protection
• Accessibility: headings, alt text, reading order, export to PDF

 

Module 6: Outlook for Focus & Flow

 

• Mail triage systems (rules, Quick Steps, categories, search folders)
• Calendar mastery, shared calendars, meeting polls & booking etiquette
• Advanced search, flags, follow-ups; delegation and mailbox cleanup

 

Lab & Checkpoint

 

• Create a branded report template with automatic TOC and styles; mail-merge a stakeholder update; set Outlook automations for triage

 

Day 3 PowerPoint Storytelling + Cross-App Collaboration

 

Module 7: Slide Masters & Visual Systems

 

• Master slides, layouts, themes, and color/typography governance
• Grids, alignment, white space, and visual hierarchy; consistency checks
• Advanced animations & transitions (incl. Morph) used sparingly

Module 8: Data-Driven Storytelling

 

• Choosing the right chart; linking Excel ranges/charts; updating without breakage
• Infographics with shapes/icons; image treatment & compression
• Presenter tools, rehearsal, and export options (PDF, video, PPTX packaging)

 

Module 9: Collaboration & Governance (Microsoft 365)

 

• OneDrive/SharePoint basics: sharing, permissions, version history
• Real-time co-authoring across Word/Excel/PowerPoint
• Comments/mentions, tasks, and review workflows
• File hygiene: naming, metadata, and archival strategies

 

Capstone Lab (End-to-End)

 

• Team builds a mini “business review pack”:
  • Excel: refreshable analysis with PQ + Pivot + dynamic arrays
  • Word: executive brief using the team’s template & references
  • PowerPoint: 7–10 slide narrative with linked charts & slide master
  • Publish to SharePoint, set permissions, and simulate a review cycle