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Excel Essentials I (Eastern Time)


About This Class

Excel is an incredibly powerful tool that allows us to clean and sort data, analyse, visualise, and automate our data processes. Knowing where to start your learning can be intimidating, but with Excel Essentials I, we'll cover all the areas of this powerful product to set you up to work in Excel with confidence and skill.

Timing

This class is broken into three, 3-hour sessions.

  • Day One, 9:00 am to 12:00 pm (Eastern Time)

  • Day Two, 9:00 am to 12:00 pm (Eastern Time)

  • Day Three, 9:00 am to 12:00 pm (Eastern Time)

WHAT WILL YOU GET?

In addition to two half-days of instruction, attendees will walk away with a 100+ page digital manual, data files to revisit the concepts on their own later, and access to class recordings for two weeks.

WHERE WILL THIS BE HOSTED?

This training will be hosted virtually.

What We’ll Cover

Topics we will explore include:

Introduction to Excel

  • What is Excel?

  • What file types can I work with?

Worksheet Formatting

  • Filtering and Sorting

  • Freeze Rows/Columns

  • Field-Based Formatting

  • Insert, Delet, and Hide Rows/Columns

  • Removing Duplicates

  • Conditional Formatting

  • Duplicating Worksheets

  • Building Tables

  • Themes

  • Find and Replace

Shortcuts and Tips

  • Copy and Paste

  • Select All

  • Autofill

  • Adjust All Rows/Columns At Once

  • Copy Visible Cells Only

  • Cross-Workbook References

  • Named Ranges

  • Input Data From PDF

Intro to Functions and Formulas

  • Math and Operators

  • Aggregations (SUM, AVG, COUNTD)

Logic Functions

  • IF

  • Nested IF

  • SUMIF

  • COUNTIF

  • AVERAGEIFS

  • IFERROR

String Functions

  • Text to Columns

  • CONCAT

  • TEXTJOIN

  • SEARCH

  • LEFT

  • RIGHT

  • MID

Case Functions

  • UPPER

  • LOWER

  • PROPER

  • TRIM

Date Functions

  • DATE and TIME

  • DATEVALUE

  • VALUE

  • DATEDIF

  • DATEADD options

  • NOW

  • TODAY

  • NETWORKDAYS

  • Arrays

  • VLOOKUP

  • XLOOKUP

  • XLOOKUP vs VLOOKUP

  • FILTER

Macros

  • Intro to Macros

Structuring Data

  • Ideal Data Formatting

  • Red Flags for Formatting

  • Pivot Tables

  • UNIQUE

  • Transposing Rows and Columns

  • INDEX

  • MATCH

  • LOOKUP

  • Anchoring References

  • OFFSET & Dynamic Arrays

  • Grouping Data

Building Visuals

  • Bar Charts

  • Line Graphs

  • Highlight Tables

  • Scatterplots

  • Pie Charts

Best Practices

  • Using Colour

  • Formatting Options

  • Merged Cells

  • Error-Handling

Collaboration and Sharing

  • Office 365 vs Desktop

  • SharePoint/OneDrive

Requirements:

  • A Personal Computer

  • An External Monitor (strongly recommended)

  • Excel 365 or Desktop

Prerequisites:

There are no prerequisites to doing this class! If you have a laptop and Excel, you're welcome!

Price

$995

Ollie Linley

Ollie Linley is a Tableau Certified Trainer and an Excel Trainer with a passion for helping his students get the most out of their data. When he’s not writing formulas and building beautiful dashboards he can be found trail running on a mountain or traveling the world with his wife!