Excel is a powerful statistical management tool that can help organize and analyze data. But it does more than that - it’s a tool that can help tell the story of the data.
Up Your Excel Skills consists of five 1.5-hour sessions with hands-on instruction that help you understand the capabilities of Excel and how to use them to your advantage. Plus, you will earn PDUs toward your current credentials.
Six participants per workshop are guided through a series of exercises to help them gain confidence and knowledge of how to use Excel. Throughout the workshop, useful techniques and tips are revealed – and participants are encouraged to share what they may have learned through their own use of the software. (It is strongly recommended that participants have two screens – one to watch and the other to follow along.)
We’ll focus on Windows Excel 2020 and above, but welcome participants with other versions of Excel.
FYI – The Mac version of Excel isn’t as robust. Many functions aren’t available on a Mac.
Course Objectives
Participants will increase their skills at:
The goal of this course is to give the participants a taste of what Excel can do. We hope the participants will come away with an understanding of Excel’s taxonomy, formatting, when and how to use the functions and formulas reviewed, how to create a table or pivot table.
Workshop Sessions
1 - The Language of Excel
This session addresses the basics of Excel – and the unique language that is used within it. We’ll learn some tips and tricks and how to work with Excel using keystrokes to save time and increase work efficiency. As well as begin basic data entry and conditional formatting.
2 - Formatting
Following the basic knowledge established in Session 1, we will move into more extensive formatting and the various methods used to display data.
3 – Math Functions and Formulas
There are many formulas and functions within Excel. We will start with “the basics” with the objective of understanding how Excel interprets what the user is inputting.
4 – Logic Formula and Lookup
Continuing from the third session with formulas, we’ll learn about Lookups and combining formulas and conditional formatting.
5 – Analyzing data and telling its story
In this session, we will learn how to use tables and build a pivot table. We will also learn how to produce charts to make our data come alive graphically.
Added Benefit for Participants
The instructor (Rachel Margolis, PMINJ’s Director – Special Projects) will stay on for 30 minutes after each session, as requested, to go through questions participants may have on work they are doing. It’s the participant’s responsibility to make sure the work they share can be shared.
Registration
We currently have a waitlist of more than 50 people so we're not accepting registrations at this time.
We'll open registratioin once we have managed to reduce the waitlist. We appreciate your patience.
The Average Rating (out of 10) is 9.5. Read what previous participants wrote:
"Great class and highly recommended."
"Rachel did an amazing job teaching us practical Excel functions. She made the class engaging and fun!"
"Rachel is a very good instructor. She made what could potentially be a dry subject enjoyable with her good sense of humor and patience."
"Rachel did an amazing job of gauging our interest and level of knowledge and working around that to suit our needs."
Rachel Margolis' journey with Excel is a testament to the software's versatility and robustness. From crafting legal documents to managing complex datasets for research, sales, and project management, Excel has been an indispensable tool in her toolkit. Her ability to adapt its functionalities to various needs, including comparing data across multiple workbooks and sources, highlights not only her expertise but also the potential of Excel to streamline and enhance diverse professional tasks.
Rachel's background in usability further enhances her capability to create meaningful and impactful Excel reports, tailored to communicate effectively with any audience, whether it's her colleagues or the executive suite.
For additional information email: