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Technical skills courses

Business Excel course for companies

A business Excel course for people who already use Excel every day and still do by hand what the tool can do on its own. You learn the functions that carry most of the operational workload, pivot tables, Power Query to clean and consolidate data, and dashboards that refresh with one click, with no VBA programming. With a DC-3 certificate filed with Mexico's STPS.

Business Excel course

What is the business Excel course?

It is a 16-hour program that takes employees from basic Excel use to professional business use: lookup and logical functions, structured tables, pivot tables, Power Query to clean and consolidate data from several sources, and dashboards with indicators. It runs live virtual, on-site or self-paced and includes a DC-3 certificate.

Course sheet

The essentials at a glance.

Duration

16 hours

Formats

Live virtual · On-site · Self-paced

Certificate

DC-3 · STPS

AI agent

Geedle Bot answers questions 24/7 with the exact minute of the recording

What your team will be able to do

Learning objectives observable on the job.

  • Master the functions businesses use most

    XLOOKUP, IF and its variants, SUMIFS, text and date functions, with well-built references and structured tables.

  • Analyze with pivot tables

    Summarize, group, slice and compare periods without complex formulas.

  • Clean and consolidate data with Power Query

    Import from several sources, transform and refresh with one click, no VBA.

  • Build indicator dashboards

    Design a clear dashboard with the right charts and slicers that refreshes on its own.

Syllabus

Course syllabus

Six modules; each one leaves a deliverable you can apply in your operation.

  1. Solid foundations for working with data

    Structured tables, references, data validation, conditional formatting and good housekeeping in a workbook.

    Tidy base workbook
  2. Lookup, logical, text and date functions

    XLOOKUP, INDEX and MATCH, IFS, SUMIFS, text and date functions for the operation.

    Solved formula sheet
  3. Pivot tables in depth

    Fields, grouping, slicers, timelines, calculated fields and period comparisons.

    Pivot-table analysis
  4. Power Query: clean and consolidate

    Import from files, folders and sheets, clean columns, append, merge and refresh without redoing the work.

    Consolidation query
  5. Data model and charts that communicate

    Relationships between tables, simple measures, choosing the right chart and common mistakes when presenting data.

    Report charts
  6. The area's indicator dashboard

    Dashboard design, connected slicers, automatic refresh and delivery to leadership.

    Area dashboard
01

Who is this course for?

Analysts, administrative staff, accountants, buyers, supervisors, sales, logistics and HR staff: any role that reports, reconciles or decides with data in Excel. Basic familiarity with the tool is required. We run a quick diagnostic at the start to adjust the pace and use your own files in the exercises.

02

What changes in the operation after the course?

Reports that used to take hours refresh in minutes with Power Query and pivot tables, fewer copy-paste errors, tidy files that someone else can understand and maintain, and dashboards with indicators that leadership consults directly. Every participant finishes with their own template applied to a real report from their area.

Want this course at your company?

Request the proposal for the business excel course: three scope options with a closed price in under 24 business hours.

Participant asking Geedle Bot on a laptop at night; the agent replies with minute 42:15 of the course recording
Artificial intelligence

An AI agent supports every participant during and after the course

Geedle Bot is trained on the syllabus, materials and recordings of your course. Participants ask in plain language and get an exact answer, not a generic one.

  • Knows every detail of the course: dates, syllabus, deliverables and certificate criteria
  • Solves problems in real time, at any hour, from Moodle, WhatsApp, Teams or Slack
  • Delivers the exact minute and second of the recording where the instructor explained the topic
  • Reinforces what was covered with summaries and review questions, and escalates to the instructor when needed
  • Shows HR which topics raise the most questions so the course can be adjusted

Which format suits each course?

All of them issue a DC-3 certificate and leave records on the platform; what changes is how people practice and how the calendar is organized.

Live virtualOn-site at your companySelf-paced on the platform
Ideal forTeams across several sites or remoteHands-on practice, team dynamics and brigadesRotating shifts and large workforces
InteractionLive instructor, breakout rooms and real casesInstructor in the room, role-plays and practice with equipmentMicrolessons, challenges and automatic assessments
Typical duration2-to-4-hour sessions on different days4-to-8-hour days2 to 4 weeks at your own pace
RecordsAttendance, participation and assessment on the platformRoster, assessment and photo evidenceProgress, grades and time on the platform
Questions between sessionsGeedle Bot 24/7Geedle Bot 24/7Geedle Bot 24/7
CertificateDC-3 with the STPSDC-3 with the STPSDC-3 with the STPS
FAQ

Frequently asked questions about the business excel course

Get a quote for this course for your team

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