MOS Excel Expert (Office 2019) study plan
MOS Excel Expert (Office 2019) · Give each week a clear focus.
8 weeks · About 6 hours per week
Create advanced formulas and macros
Build a personal formula reference sheet covering lookup, logical, and text functions, writing each function's syntax from memory before verifying it
Construct nested IF, IFS, and SWITCH formulas that classify a column of raw records into at least four categories
Write INDEX plus MATCH formulas that retrieve values both vertically and horizontally from a two-dimensional range
Diagnose and repair five deliberately broken formulas covering absolute versus relative references and circular references
Your checkpoint
A saved workbook containing 15 working formulas across lookup, logical, and text categories, each annotated with a one-line note on what it returns and why
Create advanced formulas and macros
Compose SUMIFS, COUNTIFS, and AVERAGEIFS formulas that aggregate a dataset using at least three simultaneous criteria
Build dynamic array formulas using FILTER, SORT, and UNIQUE to produce a live summary from a raw table
Create defined names and use them inside formulas so that a formula reads without cell addresses
Trace dependency errors with the Evaluate Formula and Trace Precedents tools and document each fix
Your checkpoint
A one-page summary dashboard driven entirely by formulas, with no hardcoded totals, plus a short error log listing each problem found and how it was resolved
Create advanced formulas and macros
Record, edit, and run macros that format a report and save the workbook as a macro-enabled file type
Assign macros to buttons and keyboard shortcuts and set the correct macro security level for a trusted location
Edit recorded VBA in the editor to add a loop and a conditional statement that the recorder could not produce
Use the Personal Macro Workbook to store a utility macro available across all workbooks
Your checkpoint
A macro-enabled workbook with three working macros (formatting, looping data cleanup, and a cross-workbook utility) plus a written note on where each is stored and how it is triggered
Manage and format data
Apply data validation rules with input messages and error alerts to constrain entries in three columns
Use Flash Fill and Text to Columns to split and recombine inconsistent name and address data
Remove duplicates and apply advanced filters with criteria ranges to extract targeted record sets
Import and transform a messy text file with Power Query, then load the cleaned result to a table
Your checkpoint
A cleaned dataset workbook with a documented before-and-after record count and a Power Query chain that refreshes correctly when the source file changes
Manage and format data & Manage advanced charts and tables
Apply conditional formatting rules, including formula-based rules and data bars, to highlight outliers automatically
Convert a range to an Excel table and use structured references inside formulas and calculated columns
Build a PivotTable that groups data by two dimensions and add a calculated field and a slicer
Configure PivotTable options for refresh behavior and value field settings such as percent of total
Your checkpoint
An interactive PivotTable report with slicers and conditional formatting that updates from a single Refresh action, saved alongside the source table
Manage advanced charts and tables
Create and format a combo chart that plots two different value series on primary and secondary axes
Insert trendlines and sparklines, and format axis bounds, units, and number formats for readability
Build a chart template and apply it to a second dataset to confirm reuse works
Create a PivotChart linked to a PivotTable and filter it with a timeline control
Your checkpoint
A chart gallery workbook containing four distinct chart types, one saved chart template, and a PivotChart with a working timeline
Manage workbook options and settings & Manage advanced charts and tables
Configure workbook properties, calculation options, and compatibility settings for a shared file
Protect worksheets and workbook structure with passwords and restrict editable ranges
Track changes and merge or compare two versions of the same workbook
Create custom number formats and apply them to a financial summary table
Your checkpoint
A protected, version-tracked workbook with custom number formats and a written record of the protection settings applied and why
Manage workbook options and settings & Manage and format data & Create advanced formulas and macros & Manage advanced charts and tables
Complete a full timed practice project that touches all four domains within 90 minutes
Audit every formula and macro in the project for errors and correct at least three deliberate faults
Review weak objectives from earlier weeks and rewrite the reference sheet to cover them
Take two timed domain-weighted quizzes and score each objective area
Your checkpoint
A completed capstone workbook plus a scored self-assessment table showing pass or fail per domain and the top three remaining weak areas
Milestones
Week 2: Can write INDEX/MATCH and SUMIFS from memory without referencing notes, and explain the difference between relative and absolute references aloud
Week 4: Macros run from a button and a shortcut, and the cleaned dataset refreshes from Power Query with matching record counts
Week 6: Can build a secondary-axis combo chart and a filtered PivotChart in under 15 minutes each without instructions
Week 8: Capstone project completed within the time limit with all four domains scored at or above 80 percent on the self-assessment