training : microsoft excel

Available Versions

Training on Microsoft Excel is available in the following versions:

  • Office 2010
  • Office 2013
  • Office 2016 / 365
  • Excel Web App
  • Excel Mobile App
Special Offer

Book in Advance and Save 15%... on all on-site classes from July - December 31, 2024!

This special offer applies to every class that you schedule prior to May 1, 2024, with the class occurring any time before December 31, 2024.

Special Notes:

  • Discount excludes travel costs and materials
  • Discount applies to full-day (6+ hours) sessions
  • Classes may be cancelled or rescheduled up to two weeks prior without penalty

Get out your calendar and plan your training for the year because you're about to save big! Contact David to get started.


This class provides a useful introduction to Microsoft Excel and a foundation of understanding even to those who have been using the software for some time. Covered topics include data entry shortcuts, simple formatting and print options, working with tables (including sorting and filtering data), and using AutoSUM. We'll also create an annual budget from scratch and turn that into a simple column chart. (Recommended Time: 2 Hours)

creating charts

Use a chart to express your data in a beautiful, easy-to-read way and communicate with ease. This class explores the basics of creating and formatting charts, adding chart elements, and using new Excel 2013/2016 chart features.

creating charts ii

Take your Excel charting skills to the next level by learning even more about formatting, customization, and best practices. Bring your charts for recommendation and assistance.

pivot tables

Learn how to summarize and aggregate large amounts of data with Pivot Tables, making Excel a valuable reporting tool after importing raw data from external systems or maintaining a large list. Attendees will learn how to report totals by categories and date ranges, and filter or sort those totals in a variety of ways, then those results into easy-to-read Pivot Charts. Attendees should be familiar with basic Excel features.

pivot tables ii

After learning the basics of Pivot Tables, take your knowledge further with this class that explores additional features and analysis options to make the reporting of aggregate data even easier.

power pivot

PowerPivot is an add-in for Microsoft Excel that enables you to import millions of rows of data from multiple data sources, create relationships between heterogeneous data, create calculated columns and measures using formulas, and then further analyze the data quickly and painlessly.

formatting spreadsheets

This class will demonstrate how to create compelling, attractive spreadsheets.  Through the use of spacing, borders, font, and color, participants will observe how a simple spreadsheet can be designed to be more easily understood and accepted by the reader. 

Participants will also learn how to create charts and adjust their appearance.  This class assumes prior knowledge of basic Excel skills.  (Recommended Time: 2 Hours)

formulas I

This class helps participants learn precisely how expressions and functions work, starting from the basics (simple arithmetic, SUM, and AVERAGE).  (Recommended Time: 2 Hours)

formulas II (Absolute References, Named Refs)

Take your workbook skills to the next level in this class that focuses on Absolute References, Named Ranges, Cross-Worksheet References, and more.


By popular demand, this class on Excel’s VLOOKUP function will help you pull selected data from a table. We’ll also explore intermediate use of the IF function with related functions AND and OR.


Knowledge of advanced functions like Indirect, Row, and Column will help users create dynamic worksheets that can extend the functionality of a spreadsheet. Index and Match work like VLOOKUP to query information from a worksheet. Not for beginners!

formulas with dates and times

Excel provides a wealth of formulas to deal with dates and times. Learn how to use them in this short class with a timely focus. Participants will create their own time card sheet.

formulas w/ text manipulation

Excel has over a dozen functions to get more out of text-based columns. Learn how to split and combine text (including full names), convert text to upper or lower case, remove or find duplicates, and more.

linking worksheets and workbooks

Participants will learn how to manage multiple worksheets and workbooks in Excel.  They will learn how to link data between worksheets and even other Excel workbooks.  They will learn how to use absolute cell references, named ranges, and expressions that span multiple worksheets and workbooks.  This class assumes prior knowledge of basic Excel expressions.  (Recommended Time: 2 Hours)

tips and tricks

This fast-paced class is intended for users who are looking to get more out of Excel.  A wide variety of shortcuts and features will be demonstrated to the class, including keyboard time-savers, series fills, format styles, function tricks, and more.  This class assumes prior knowledge of basic Excel skills.  (Recommended Time: 1 Hour)

goal seek, scenarios, and solver

Excel’s power is greatly magnified by three features: Goal Seek, Scenarios, and Solver. Goal Seek will easily allow you set the value of a particular cell based on a desired outcome at another cell. Take that to the next level with Solver, which allows you to create a number of constraints and variables to reach a desired outcome. Scenarios let you easily report on a number of what-ifs by identifying cells to watch including variables and objectives.

locking down your workbook

Participants will learn how to create spreadsheets to be used by other employees and reduce error through data validation, cell locking, and automated assistance.  They will learn how to password-protect parts of the spreadsheet, or the entire workbook, to create a solution or template that can be used throughout the organization.  (Recommended Time: 2 Hours)

macros I (Macros and Automation)

Macros are recorded steps that can be played back to make repetitive tasks much easier. In this introductory class on Excel Macros, participants will learn how to record, view, share, and make minor changes to an Excel macro.

macros II (VBA for Beginners)

After reviewing the basics of Excel macros, we'll cover Visual Basic for Applications (VBA) which lets you extend the power of macros by giving you limitless control over Excel. Learn how to automate nearly anything. Basic macro experience is required.

macros III (VBA Intermediate)

After reviewing the basics of VBA, we’ll dive into loops, variable declaration, error handling, and more. Basic VBA skills are required.