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Microsoft Excel

Learn how to create clear, effective spreadsheets and analyze data using Microsoft Excel.

Excel: Business Analytics

PivotTables allow for quick and easy data view modifications while generating totals, averages and other results. We'll build different PivotTables using existing databases to obtain insights into account management, human resources, marketing, and more.


The Business Analytics field is popular and growing; Microsoft Excel has many features to make creating analytics easy, attractive, and powerful. Many positions require that we know how to manage, manipulate, and analyze our data table information. We well learn how to manage and manipulate our data and prepare the information for analysis. Then, we will work with Excels’ four important analytical tools: Scenario Manager, PivotTables, Subtotals, and Charts/PivotCharts.

Audience: We designed this course for current, experienced users of Excel who are comfortable using formatting, sorting, and filtering features.

Software: This course is designed for Microsoft Office 2016 and Microsoft 365.

After completing this course, participants will be able to:
  • Manage tables with the Name Box and shortcuts
  • Manipulate information with filtering and sorting
  • Use Format as Table for an attractive and more functional data table
  • Save and re-use What If analysis using Scenario Manager
  • Create and edit PivotTables and PivotCharts to summarize our data
  • Employ Subtotals and Grand Totals in our table
  • Construct various type of charts to represent our data graphically

Excel: Formulas and Functions

Excel helps us perform very complex tasks using very simple built-in functions. Learn different cell references—relative, absolute/mixed, and 3-D—and begin developing formulas. Track monthly budget expenses and efficiently create organized worksheets.


We designed this course for current users of Microsoft Office and Excel who want to improve and elevate their skillset in Excel’s powerful functions. We will learn introductory, intermediate, and advanced functions/formulas. The introductory, aggregate functions include SUM, AVERAGE, COUNT, COUNTA, and TODAY functions. The Intermediate functions include PMT and CONCATENATE. Advanced functions include VLOOKUP/HLOOKUP, SUMIFS, AVERAGEIFS, DSUM, DCOUNT, and IF…THEN…ELSE.

Audience: We designed this course for current, experienced users of Excel who want to know more about formulas and functions. This is NOT a course for beginners.

Software: This course is intended for Microsoft Office 2016/2019 and Microsoft 365.

After completing this course, participants will be able to:
  • Create and edit basic, intermediate, and advance functions with ease
  • Use all of the cell references in Excel – Relative, Absolute/Mixed, and 3-D
  • Develop results with functions based on criteria
  • Employ the Name Box and Name manager for cell referencing and productivity in Excel
  • Use Introductory functions – SUM, AVERAGE, COUNT, and TODAY
  • Use Intermediate functions –PMT and CONCATENATE
  • Build drop down lists and error alerts using Data Validation
  • Use Advanced functions – VLOOKUP/HLOOKUP, SUMIFS, DSUM, and IF-THEN-ELSE.

Excelling at Excel: The 5 Fs: Formatting, Fills, Formulas, Functions, and Filters/Sorts

Discover the 5 Fs of Excel: Formatting, Fills, Formulas, Functions, and Filters/Sorts, as well as custom formatting, creating and using fills for dates, numbers, and formulas/functions; how to use different types of functions, and filtering/sorting data.


In this half-day course, students will discover the important 5 Fs of Excel: Formatting, Fills, Formulas, Functions, and Filters/Sorts.

  1. Formatting: Using and creating custom formatting for SSNs, phone numbers, and other special types of data.
  2. Fills: Using fills for dates, numbers, formulas/functions, and how to create your fills.
  3. Functions: Using SUM, AVERAGE, COUNT, COUNTA, TODAY, CONCATENATE, and other functions.
  4. Formulas: Using Relative, Absolute/Mixed, and 3-D references
  5. Filters/Sorts: Using Excel as a database/table for filtering and sorting data.

Audience: This course is designed for those who are familiar with Excel and want to learn to perform more complex tasks and functions. This course builds on "Excelling at Excel: The FUNdamentals."

Software: This class is taught using Microsoft Excel 2016 on our lab PCs, but the content applies to Excel 2007, 2010, 2013, and 2016 for Windows. Material learned in this course may not apply to Excel for Mac.

After completing this course, you will be able to:
  • Create and use special and custom formats
  • Employ Conditional Formatting based on various criteria
  • Use AutoFill to save lists and for dates, text, numbers, and formulas and functions
  • Develop formulas and functions in Excel for tables and databases
  • Filter your information quickly for date ranges, numbers, and text lists

Microsoft Excel Level 2: Excelling at Excel

Comfortable with Excel, but know you can do better? We'll use formatting and basic formulas to create our own fully functional budget tracking spreadsheets. We'll also cover advanced functions like PivotTables and VLOOKUPs to improve your productivity.

You may feel comfortable using Excel -- but to maximize the software’s full potential, you’ll need to discover the 5 Fs—Formatting, Fills, Formulas, Functions, and Filters/Sorts. To begin creating clearer and more effective spreadsheets (including fully operational budget tracking), we’ll utilize formatting as well as basic formulas and functions.

Join us to review the features in Excel that allow for data management in both flat file and relational databases as we incorporate Name Box/Name Manager for easier/cleaner data referencing. PivotTables and Pivot Charts help avoid information overload by summarizing the data selection – now you can change the view of your data, simplify huge worksheets, and easily apply functions like COUNT, SUM, AVERAGE, and more.

VLOOKUP functionality will pull together information from large, database-like workbooks; then we’ll repackage data into more useful forms using the CONCATENATE function to combine data from two or more columns.

After completing this course, you will be able to:
  • Increase productivity through shortcuts and the Quick Access Toolbar
  • Create attractive worksheets with formatting
  • Understand syntax of Excel’s formulas and functions
  • Develop formulas and functions in Excel for tables and databases
  • Filter your information quickly for date ranges, numbers, and text lists
  • Construct powerful functions to find and display data with VLOOKUP
  • Utilize the CONCATENATE function to bring columns together
  • Use the Name Box and Name Manager to navigate, print select, and add functionality for your tables
  • Create PivotTables to analyze data more effectively
  • Select useful charts to help visualize information
This class is taught using Microsoft Excel 2016 on our lab PCs, but the content applies to Excel 2007, 2010, and 2013 for Windows. Material learned in this course may not apply to Excel for Mac.

Microsoft Excel Level 3: More Excelling at Excel

Discover how to formulate smarter worksheets using data validation criteria to keep data accurate and streamline input with dropdown lists. We'll also learn about PivotTables, collaboration within Excel, and how to create useful presentation charts.

Microsoft Excel has hundreds of features, functions, formulas, and other things that can make managing your data easier. In this course, we will discover how to formulate smarter worksheets by understanding Excel’s time format and using Date Calculations such as TODAY and YEAR.

We will also learn to use Data Validation criteria to keep data accurate and streamline input with dropdown lists. From there, we will construct logical comparisons between given and expected values using IF…THEN…ELSE statements to make data more readable, locate information in a workbook, and avoid duplicate entries.

We will use advanced functions to repackage data into more useful forms—such as correctly formatted addresses—using the CONCATENATE function to pull data together from two or more columns. Split data using delimiters and the Text to Columns feature to deconstruct names, dates, and other data into more useful formats.

We will also go more in-depth with PivotTables, saving time with macros, and how to create the most useful types of charts for presenting your data.

After completing this course, you will be able to:
  • Establish criteria using Data Validation to more easily search for data
  • Record macros for repetitious actions that save time and assign the macro to keyboard shortcuts
  • Create multiple IF-THEN-ELSE statements for more efficient functions
  • Develop functions—COUNTIFS, SUMIFS, AVERAGEIFS, DSUM, DCOUNT, and DAVERAGE—that give results based on criteria
  • Develop formulas and functions in Excel for tables and databases
  • Construct advanced functions to find and display data with VLOOKUP/HLOOKUP and IF-THEN-ELSE.
  • Create the CONCATENATE function to bring columns together
  • Employ Text to Columns to separate data from one column into multiple columns

This class is taught using Microsoft Excel 2016 on our lab PCs, but the content applies to Excel 2007, 2010, and 2013 for Windows. Material learned in this course may not apply to Excel for Mac.