The Ultimate Excel Bootcamp – Beginners

Excel Boot Camp Questionnaire Screenshot

Summary

Are you new to a role or project that demands a solid understanding of Excel? Maybe you missed out on the chance to take an intro-level course in college or high school. Excel has evolved from a basic spreadsheet to a powerful calculation and analysis tool. And yet most people still use it in a very basic, manual way. If you’re ready to level up your Excel skills in an engaging setting, this workshop is for you!

More is demanded of us every day, despite so much new tech at our disposal. The technology is there to optimize that work if you’re willing to take a few hours to learn how best to use it. That’s what this workshop is all about – guiding you through the most important Excel topics that beginners need to know about to thrive in roles as frequent Excel users.

Designed for busy professionals to get a ton of bang for their buck, this workshop includes 6 x 2-hour sessions spread over 3 weeks in an interactive cohort-style setting. We learn best when we learn together, which is why I’m a huge fan of cohort courses, and I think you’ll be as well.

Beginners vs. experienced users

We also offer an Excel boot camp for experienced users. Not sure which level is right for you or your team? Download this survey/calculator 🖼️ to get a recommendation!

Learning Objectives (click each session to see more)

	Session 1 – Mastering the Fundamentals A level-set that covers the basics Session 1 learning objectives: Learn how the Excel application and files are set up, and what Excel is commonly used for Learn how to navigate the ribbon, files, sheets, ranges, and other key Excel window elements Learn the basics of formulas, functions, and references Learn the different format options available Learn some beginner-friendly, high-impact Excel tools
	Session 2 – Mastering Formulas (Part 1) The basics of formulas, functions, and references Session 2 learning objectives: Learn about formula references and named ranges Learn common math, date, and text functions Learn helpful logic functions to calculate based on different conditions Learn lookup functions that can help you combine data Learn different formula review tools and approaches and how to fix errors
	Session 3 – Mastering Formulas (Part 2) Adding modern formula approaches Session 3 learning objectives: Learn newer reference types that dynamically update based on changes in your data Learn other useful common functions Learn about how dynamic array functions can expand and contract with your data Learn how, when, and why to use custom functions with LAMBDA Learn tools, tips, and tricks for efficiently building, reviewing, and updating formulas
	Session 4 – Mastering Formats Polish your files and manage risk Session 4 learning objectives: Understand all the basic, standard formatting options you have available and how they interact with the other formatting types Understand the pre-set number format types and be familiar with the custom number format code contents Understand how to apply the pre-set conditional formatting types and be familiar with custom/formula-driven conditional formatting Understand how cell styles work, how to apply them, and how to edit/add them Understand how table styles work and differ from the other formatting types Understand how to optimize print settings for physical and PDF printouts
	Session 5 – Analyzing Data (Part 1) Find insights with ease Session 5 learning objectives: Understand the different ways you can filter data, including using the FILTER function Understand the ways you can sort data, including using the SORT function Understand various options for data validation to ensure quality data Learn how to add notes, comments, and other documentation to your files Learn how to embed and format pictures, icons, and shapes to complement your data
	Session 6 – Analyzing Data (Part 2) More analysis tools and approaches Session 6 learning objectives: Learn how and why to use tables for your source data Learn how to use slicers to easily filter tabular data Learn how PivotTables allow you to easily analyze your data and answer common questions Be familiar with the most commonly-used chart types Learn how to use PivotCharts as a quick and easy chart option Learn how to use Sparklines to display in-cell charts to complement trended data

CPE Information

Our administrative CPE policies can be found here. Below are CPE details for this specific course.

	Recommended CPE Credit: 12 hours of CPE credits are awarded based on a 50-minute hour for attendees who are present for the entirety of each program session.
	Instructional Delivery Method: Group live or Group internet based
	Recommended Field of Study: Computer Software & Applications
	Program Level: Basic
	Prerequisites: None
	Advance Preparation: None