The Ultimate Excel Bootcamp – Experienced Users

Excel Boot Camp Questionnaire Screenshot

Summary

When was the last time you leveled up your Excel skills since that intro-level course you took in college (if you even took one)? Chances are it was 5 or 10 years ago, maybe more! A lot has changed in Excel – it’s more powerful than ever. 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 you need to know about to thrive in your role as a frequent Excel user.

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.

Experienced users vs. beginners

We also offer an Excel boot camp for beginners. 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 – What’s New in Excel What’s new in Excel and habits of Excel pros Session 1 learning objectives: Get a quick glimpse of what we’ll cover throughout the entire course Learn new approaches to easily and quickly navigate files, sheets, and features Learn new features that help build, review, and optimize the content in your files Learn about underused tools to save time and ensure quality data Learn the habits of Excel pros
	Session 2 – Modern Formulas A thorough look at modern formula best practices Session 2 learning objectives: Understand the modern ways to build formula/function references Understand key functions that every frequent Excel user should be familiar with Understand how dynamic array functions (aka DAFs) are especially useful for returning multiple cell results Understand how you can build custom functions using LAMBDA to save time and reduce errors Understand tools that are helpful for working with formulas
	Session 3 – Mastering Formats Polish your files and manage risk Session 3 learning objectives: Review the standard formatting options you have available and how they interact with the other formatting types Understand how number formats work, including pre-set number format types and custom number formats Understand how conditional formatting works, including pre-set conditional formats and 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 tools that are helpful for working with formats
	Session 4 – Analyzing Data Find insights with ease Session 4 learning objectives: Understand the different ways you can filter data, including the FILTER function Understand the ways you can sort data, including the SORT and SORTBY functions Understand the benefits of tables and why they are preferable for source data Understand why Slicers are helpful as a filter visualization for Tables and PivotTables Understand why PivotTables are so helpful for analysis for quickly building a summary of your data Be familiar with the most commonly-used chart types Be familiar with PivotCharts as a quick and easy way to set up the most common chart types. Be familiar with Sparklines as a way to display in-cell charts along with trended data.
	Session 5 – Working with Power Query Compile and enhance data efficiently Session 5 learning objectives: Understand the huge efficiency potential with Power Query Understand how to get data from common data sources Understand the common basic transformations you can apply to data Understand the common advanced transformations you can apply to data Understand the different ways you can refresh data that runs through Power Query Know some of the tips, tricks, and best practices for working in Power Query
	Session 6 – Working with Macros Automate your micro and macro repetitive work Session 6 learning objectives: Know how to display the Developer ribbon tab Know how to use the macro recorder for your common actions and make basic code edits Understand the VBA building blocks Keep in mind the different examples of how to use macros

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: Intermediate
	Prerequisites: Experience using Excel – including formulas, formats, and analyzing data – is highly recommended.
	Advance Preparation: None