THE 7 STEPS TO EXCEL SUCCESS
BEYOND THE BASICS

5 Days of Excel Beyond The Basics Live Class opens at 8:45 AM - Class starts at 9:00 AM - Class ends at 10:30 AM

See What Others Are Saying About Their Beyond The Basics Experience

Toni and Dominic required personalized Excel training to improve their Excel skills and achieve their objectives by enhancing their productivity.

Day 1
 LET'S GET UP-TO-DATE

Here is what we will learn in this session:

CONGRATULATIONS! -- WELCOME!

Make sure to download the Excel workbook for this course. You will receive a download link via email 24 hours before class starts.

Begin With The End In Mind - 7 Steps To Excel Success - Let's Make a Plan

We go over the 7 Steps To Excel Success - Beyond The Basics, and make a plan for the week based on what you are most interested in learning.

Elements of the Excel Screen - Remember? Yes - This Is Important!

What's a Tab? Where are the tool Groups? Did you say keep the Marquee in the data? - This will be quick!

Revisit the Backstage View

Your familiarity with Excel's Backstage View will be one of your hidden skills.

What's New in Excel?

Excel is always improving so it's important for us to synergize and learn new and different ways in which we are using Excel.

Day 2 - Step 1 and Step 2
 THE 7 STEPS BEGIN

Here is what we will learn in this session:

Step 1 - DESIGN - Templates

Taking templates to the next level - Learn how to to tame the "World's Most Dangerous Program."

Step 2 - BUILD - Building Your Worksheet
  • Optimizing Your Workbook Structure
  • Data entry Tips and Tricks
  • Import Data into Excel Using Get and Transform 
  • Learn about Data Types - You will be AMAZED! 

Day 3 - Step 3
LOGICAL CALCULATIONS WITH FUNCTIONS

Here is what you will learn in this session:

Step 3 - CALCULATIONS - Add Some Calculations + BONUS AI Formula Writing Tool
  • Using Defined Names and Named Cell Ranges - Use words to write your formula!
  • Learn IF this is TRUE do this, if this is FALSE do this. Simple and powerful - logical functions.
  • The famous VLOOKUP explained.
  • Now that you know the VLOOKUP, it's time for more function power with the XLOOKUP.
  • IF this is TRUE then do a VLOOKUP, if FALSE then display "Make more calls!"
  • Explore how to troubleshoot errors and let Excel help you fix them.
  • Subtotals are a great way to summarize your data, and impress your colleagues.
  • How do you work with text in Excel? It's easy after you learn to use Text functions like TEXTJOIN, TEXTSPLIT, UPPER, LOWER, PROPER, and others.
  • By the end of Day 3 you will know how to nest a function - put a function inside of a function..
  • Did you know Excel has a Formula Builder?
  • Learn how to convert text to columns, and other ways to split your data.
  • BONUS - spend the last part the class going trying out my secret AI Formula formula writing tool.

Day 4 - Step 4 and Step 5
TABLE YOUR FORMATTING AND PIVOT YOUR REPORTS

Here is what you will learn in this session:

Step 4 - FORMATTING -Make It Pretty For The End User. Make It easy To Understand
  • Why Format Your Data? 
  • Let's talk about the power of Magical Tables - Ctrl+T will change your data life and you will be loved for it.
  • Zebra stripes!
  • Want to automatically highlight an overdue date? After this class you will know how - Conditional Formatting is easy!
  • The Format Painter and it's advanced feature - Paste Special.
Step 5 - REPORTING - Garbage In...Garbage Out - What About PivotTables? + More AI in Excel for Data Analysis!
  • 7 Habits Of Efective Lists -Learn The Right Way To Set Up Your Data Effectivelly - Yes, again!
  • Let's get into the Advanced Filter
  • Now you are ready to meet the Filter on Steroids - the PivotTable!
  • Make your first PivotTable using Excel's built-in AI, and love it! 
  • Formatting a PivotTable is a little different - learn the basics PivotTable skills that many others ignore - Yikes!
  •  A little about Calculated Fields - huh? Yes, I know - you think it's hard. It's easy, when you know how.
  •  What's a chart made from a PivotTable called? Is it called a PivotChart? Hmmmm....
  •  Build your first Dashboard with controls!

Day 5 - Step 6 and Step 7
YOU ARE A WINNER!
TIME FOR SOME POWER SKILLS!

Here is what you will learn in this session:

Step 6 - PROTECTION - Learn Where The "Security Settings" Are Located
  • Secure Your Data 
  • Data Validation
  • Sharing your work - let them edit or not? 
  • Comments versus Notes - what's the difference?
Step 7 - MACROS - Automation
  • Understanding Macros 
  • What Are Office Scripts?
  • Recording Your 1st Macro - Yes, It's That Easy 
  • Run Your Macro 
  • Debug your Macro
  • What is VBA?
  • Watch Excel teach you how to code!
  • Launch a Macro with a button.

The Best Way To Learn Is With Others. Your team will feel Excel-lent after 
each class!

5 - Live Excel Classes

$3,997

Up to 35 participants

$8,808

Groups over 35 participants

  • Microsoft Certified Trainer (Valued $165/hour)
  • Comfortable class size
  • Custom Excel Workbook (Valued at $125)
  • Unlimited access to class recording
  • 5 - 1.5 hour sessions
  • Fill in the blank PDF
  • E-book with 338 Excel Keyboard Shortcuts (Valued at $27)
  • E-book with 227 MAC OS Excel Keyboard Shortcuts (Valued at $27)
  • Completion Certificate With MCID
  • Access to a private community

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