Microsoft Excel Training

Excel is an extremely powerful program that can be used for many applications that even veteran users may not be aware of. Excel can automate financial and statistical tasks, saving you time. I offer a variety of Excel training courses including a free introductory class that demonstrates the power of Excel. Each class is available for excel 2003 or 2010 users. Classes can be tailored to meet your organization's specific needs and are offered via webinar saving you time and travel expenses.

I offer the following classes. Click on course name for more information:

Amazing Excel

If you have never used Excel or even if you are a long-time user you might be surprised at Excel's many talents. In this free demonstration class, you will see many ways Excel might make your life easier and more productive. Unlike my other classes, this lecture and demonstration is not hands-on and there is no limit on the number of participants.

Excel Basics

In this class, you will be introduced to Excel and discover how it will help manage your financial data. As with most of my classes, Excel Basics offers a mix of lecture and actual practice. You will learn how to:

  • Understand the Excel layout – workbooks, worksheets, cells
  • Navigate quickly and with ease
  • Do basic formatting
  • Understand formulas – the real power behind Excel
  • Speed up your work with copy, paste and autofill
  • Print your results the way you want to see them
  • Apply what you have learned – design and update a budget
  • Create an Excel worksheet to fit your needs

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Formulas and Functions

In this class you will learn more about Excel's powerful ability to manipulate numbers. As with most of my classes, it will offer a mix of lecture and actual practice. Time will be set aside to create formulas that work for your situation. You will learn how to:

  • Use Excel's basic formulas
  • Save time by copying formulas
  • Use "relative copy" and "absolute copy" appropriately
  • Create formulas that reference other worksheets and workbooks
  • Use Excel's most popular functions:
    • Sum, average, count
    • If/then
    • Lookup Tables
  • Calculate loan payment amounts
  • Enter today's date and time
  • Round a number to a specified number of places
  • Count cells that meet a certain criteria
  • Enter a goal and have Excel find the best solution
  • Analyze data and retain several different scenarios
  • Share your files via e-mail or the web
  • Apply what you have learned to your own needs

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Charts and Graphs

In this class you will learn how to make your data more reader-friendly through the use of Excel's charting feature. As with most of my classes it will offer a mix of lecture and actual practice. Time will be set aside to use your data to create exciting-looking charts. You will learn how to:

  • Create a chart with a single keystroke
  • Examine the variety of charts Excel has to offer
  • Determine which chart is best for your data
  • Make your chart easy to understand with pictures, colors, scaling, etc.
  • Insert your chart into a presentation, letter or other document
  • Apply what you have learned to your own needs

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Lists and Databases

In this class, you will learn how to use one of Excel's most powerful and underutilized tools - its ability to analyze all sorts of data. As with most of my classes, it will offer a mix of lecture and actual practice. Time will be set aside to analyze data pertinent to your job. You will learn how to:

  • Define an Excel "list"
  • Sort, find, filter data from a list of thousands of cells
  • Sub-total, total, count and otherwise summarize the data
  • Use pivot tables to analyze mountains of information any way you want
  • Chart your analysis
  • Import data to and export data from other applications and the Internet
  • Apply what you have learned to your own needs

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Formatting, Drawing and Graphics

In this class, you will learn about Excel's many features that allow you to display and print your data in a manner that is attractive and easy for readers to understand. As with most of my classes, it will offer a mix of lecture and actual practice. Time will be set aside to design and format a worksheet pertinent to your job. You will learn how to:

  • Employ Excel's library of fonts and formats
  • Use special formatting
  • Create formatting that is conditional on the result
  • Use Excel's styles; and design, develop, and save your own style
  • Add clip art or favorite pictures
  • Make grid lines disappear or change color
  • Zoom in or out
  • Use drawing tools to add boxes, ellipses, arrows, etc., to your worksheet
  • Use built-in drawings, such as organizational and flow charts
  • Make your graphics colorful and interactive by adding macros
  • Apply what you have learned to your own needs

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Tricks, Shortcuts and Tips

In this class you will discover little things can make life easier and ways to speed up your everyday tasks. As with most of my classes, it will offer a mix of lecture and actual practice. Time will be set aside to make Excel work faster for you. You will learn how to:

  • Use 20 keyboard shortcuts
  • Create custom toolbars for fast access to your frequently used tasks/li>
  • Use autofill to enter a series of numbers, words dates, etc.
  • How to write macros and make Excel do your work for you
  • Easily display all formulas
  • How to audit your worksheet
  • Create a hyperlink
  • Research an idea
  • Apply what you have learned to your own needs

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Benefits

  • Training is designed to meet your organization's needs
  • Training is available:
    • For all Excel versions
    • For Open Office and Google Docs applications
  • Follow-ups are always available