Excel Training, Seminars & Workshops

Microsoft Excel Productivity Training Classes & Workshops

To build your Microsoft Excel skills, choose from these popular Excel training sessions (virtual or in-person) or create a custom workshop:

Let’s connect to talk about creating your custom Microsoft Excel training programs or conference sessions for skill levels ranging from foundation (beginning) to advanced as well as targeted, project-specific education.

These Excel training and speaking topics may be combined to create customized education solutions ranging from 45-minute presentations, hands-on online Learning Labs, one to two-hour virtual training classes, Lunch & Learn sessions, or half-day to full-day workshops:

Stop Wasting Time in Excel! Tips & Shortcuts to Be More Efficient

Microsoft Excel is packed full of features designed to help you create, edit, and format a wide range of worksheet projects. With all of its power, many Excel shortcuts, tips, and techniques are not obvious or intuitive. Join this session to find out how to simplify actions in Excel, customize your workspace, and learn the steps and shortcuts to quickly and easily get your work done.

• Navigating shortcuts
• Saving time with 4 automation shortcuts: AutoFill, AutoComplete, AutoCorrect, and AutoCalculate
• Customizing your Excel environment
• Building Excel skills with data entry tips and easy formatting

Recommended Session Length: 45 to 120 minutes (customized to audiences and organizations). Longer, hands-on training sessions are also available on key topics in Microsoft Excel.

Mastering Microsoft 365 Copilot in Excel: Work Smarter with AI

Ever wished Excel could do the heavy lifting for you? With Microsoft 365 Copilot, it can! This hands-on training will show you how to analyze data, uncover trends, and automate tasks with AI, all while saving you time and effort. Whether cleaning up messy spreadsheets, building reports, or making forecasts, Copilot helps you work smarter, not harder.

What you’ll learn:

• Ask Copilot to analyze and summarize data—no formulas required!
• Get instant insights with AI-powered trend detection
• Automate data clean-up, formatting, and calculations in a snap
• Create PivotTables and charts just by describing what you need
• Enhance forecasting and spot trends with AI-driven suggestions
• Boost productivity with smart automation in Excel

Who Should Attend? If you use Excel and want to work faster and more efficiently, this session is for you! Perfect for business professionals, analysts, administrative staff, and anyone curious about AI-powered Excel magic. Plus, no advanced Excel skills needed!

Microsoft Excel: Top Editing & Formula Skills

The key to using Microsoft Excel effectively is to build a strong foundation of important editing, formatting, and formula skills. In this training course, find out how to easily create, edit, and format data and build Excel formulas.

• Editing and formatting data
• Leveraging automatic features: AutoFill, AutoSum, AutoComplete, AutoCorrect
• Using Find and Replace
• Creating basic formulas
• Working with Excel functions
• Understanding the 3 Types of Cell References in Excel

Recommended Session Length: 45 to 120 minutes (customized to audiences and organizations). Longer, hands-on training sessions are also available on key topics in Microsoft Excel.

Microsoft Excel: Top Essential Functions

With almost 500 functions built into Microsoft Excel, which of these functions are likely to be most valuable to you to build formulas, analyze data, extract essential information, and use your Excel worksheets more effectively? This workshop focuses on many of the frequently used and essential functions in Microsoft Excel.

• Understanding absolute and relative references
• Creating named ranges
• Improving data analysis with logical functions, including IF, SUMIF, AVERAGEIF
• Looking up values with VLOOKUP & XLOOKUP
• Working with date values
• Leveraging functions for combining and extracting text

Recommended Session Length: 45 to 120 minutes (customized to audiences and organizations). Longer, hands-on training sessions are also available on key topics in Microsoft Excel.

Microsoft Excel: Managing Workbooks

Each Microsoft Excel workbook can include up to 1,024 worksheets! How do you navigate and organize all of this data? Explore the best and easiest ways to manage multiple spreadsheets and more than one workbook to simplify viewing, editing, and formatting.

• Navigating between sheets in a workbook
• Inserting and deleting worksheets
• Renaming, moving, and copying worksheets
• Arranging multiple workbooks and comparing side-by-side
• Working with different views
• Applying fast formatting and editing by grouping worksheets

Recommended Session Length: 45 to 120 minutes (customized to audiences and organizations). Longer, hands-on training sessions are also available on key topics in Microsoft Excel.

Microsoft Excel: Linking & Sharing Data

Some of the most useful and time-saving features in Excel are the choices to link and share worksheet data. Find out how to easily reference and summarize data from other worksheets, learn how to use Excel data in other programs, and look at options to protect data.

• Linking within a workbook
• Linking and updating across workbooks
• Sharing Excel data with other programs (Word, PowerPoint)
• Applying protection
• Handling comments
• Creating hyperlinks to other files and resources

Recommended Session Length: 45 to 120 minutes (customized to audiences and organizations). Longer, hands-on training sessions are also available on key topics in Microsoft Excel.

Microsoft Excel: How to Visually Communicate Data with Charts & Graphics

Not all of Excel is about crunching numbers. Excel is also an easy yet powerful program for creating charts and graphics. With this training, you’ll discover how to use Excel’s graphics capabilities to quickly communicate complex data in a chart and learn how to use Excel’s other graphics and diagram tools to enhance your worksheets.

• Creating, updating, and customizing a chart
• Modifying chart formats and options
• Building combination charts to display diverse data
• Adding mini charts with Sparklines
• Creating professional graphics and diagrams with SmartArt

Recommended Session Length: 45 to 120 minutes (customized to audiences and organizations). Longer, hands-on training sessions are also available on key topics in Microsoft Excel.

Microsoft Excel: How to Save Countless Hours with Excel PivotTables

How can you answer data-related questions quickly, easily, and applicably? When your projects require being able to synthesize large amounts of data, Excel PivotTables are often a great solution to save hours, or even days, when you need to summarize and evaluate your key data. In this session, explore the steps to easily work with PivotTables to manage and analyze complex Excel worksheets.

• Creating, formatting, and modifying a PivotTable
• Sorting and filtering in a PivotTable
• Adding a Slicer or Timeline to filter data
• Summarizing, calculating, and customizing data
• Creating a PivotChart

Recommended Session Length: 45 to 120 minutes (customized to audiences and organizations). Longer, hands-on training sessions are also available on key topics in Microsoft Excel.

Microsoft Excel: Getting Started with Macros

If you have tasks in Microsoft Excel you perform repeatedly, you don’t have to keep doing each step manually. Instead, create macros to automate these actions. In this session, find out how to plan, create, edit, and run macros in an Excel workbook.

• Understanding and planning macros
• Creating macros with the recorder
• Working with macro security
• Understanding absolute vs. relative recording
• Exploring easy editing of macros (programming not required)
• Running macros with keyboard shortcuts and the Quick Access Toolbar

Recommended Session Length: 90-180 minutes (customized to audiences and organizations). Longer, hands-on training sessions are also available on key topics in Microsoft Excel.

Microsoft Excel: Custom

Build your own customized conference session or training course (on-site or virtual) to focus on the Microsoft Excel skills that are essential to help your team and organization get the results they need.

Bring an Excel Expert to Your Office or Next Meeting

Quickly build Microsoft Excel expertise within your office, department, or work team by bringing Dawn to your next meeting for virtual or in-person computer training and seminars. Add valuable educational sessions by adding a Microsoft certified expert, Certified Speaking Professional, Certified Virtual Presenter (CVP), and software conference speaker to your organization or association meetings and conferences. Or create customized virtual training for expert training without travel.

Contact The Software Pro^® for your tailor-made training program.

Dawn Bjork, MCT, MOSE, CSP^®, CVP, The Software Pro^®
(303) 699-6868
Dawn@TheSoftwarePro.com

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