• One-Day Course

    6 Hours
    of training

  • 6 to 20 Participants

    6 to 20
    participants from
    your organization

  • On-Site or Virtual

    On-Site at your
    place of business or
    Virtual via Zoom / Teams

Learn how Excel can elevate your data management skills

WORKSHOP DESCRIPTION

Microsoft Excel has become the de facto spreadsheet application for business. This versatile software package can help you manage virtually any type of data. Whether you are tracking orders, working with budgets, or analyzing a database – Excel is the powerful and flexible solution your job requires.

This hands-on course will teach you the important functions of this industry-standard software.

This course is delivered using the current version of Microsoft Excel for Microsoft 365. Content can also be adapted for organizations using supported desktop versions of Excel.

Microsoft Excel Training

WHO SHOULD ATTEND:

  • Experienced Excel users who work with large data sets

YOU WILL LEARN:

  • Create and use Excel tables, as well as add, edit, search for, and delete records in a data list using a form
  • Use VLOOKUP and HLOOKUP to aggregate data from multiple tables
  • Sort records in a data list using a variety of methods
  • Filter data in a list using a variety of methods, as well as work with filtered data
  • Create and work with subtotalled lists
  • Use various database functions to summarize data
  • Create, modify, and work with PivotTables, PivotCharts, and Slicers
  • Import external data from a variety of sources into Excel

COURSE OUTLINE

Maintaining Data

  • Understanding data list and Excel table concepts
  • Using data forms
  • Using lookup tables

Sorting Lists

  • Sorting concepts
  • Sorting lists
  • Performing custom sort orders

Filtering Lists

  • Reviewing filtering concepts
  • Using AutoFilter
  • Using Advanced Filter
  • Working with Filtered Data

Summarizing Data

  • Setting automatic subtotals
  • Working with Subtotalled Lists
  • Using Functions to Summarize Data

Working With PivotTables

  • Reviewing PivotTable Concepts
  • Creating PivotTables
  • Modifying PivotTable Layouts
  • Working with PivotTables
  • Using PivotCharts and Slicers

Working With External Data

  • Reviewing External Data Concepts
  • Importing Query Data from Access
  • Importing Query Data from Web Pages
  • Importing Query Data from Text Files

Summary and Evaluations

METHODS TO BE USED

This is a live, instructor-led workshop with hands-on exercises.

Participants are requested to bring their computers to the session. Laptops are also available to rent for an additional fee.

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