Advanced Excel: Beyond the Basics
20

Friday, 20 January

10 am – 1 pm PST

GA SF

225 Bush Street, 5th Floor (East Entrance)
San Francisco , CA 94104
$65 USD
Regular Ticket
$65 USD
Total

Questions? Read our FAQs

Advanced Excel: Beyond the Basics

Adam Russell Photo


Insurance Product and Analytics Professional

20

Friday, 20 January

10 am – 1 pm PST

GA SF

225 Bush Street, 5th Floor (East Entrance)
San Francisco , CA 94104
$65 USD
Regular Ticket
$65 USD
Total

Questions? Read our FAQs

About This Class

In this class, we will move beyond the basics of spreadsheet creation. Topics will include data manipulation/troubleshooting and advanced functions to summarize and analyze data having multiple attributes. We will also introduce using slicers with PivotTables, creating interactive charts and dashboards, and writing basic macros. Class exercises will be utilized to facilitate understanding.

Takeaways

Students will learn how to effectively streamline and analyze data using some of the more advanced features of Excel including:

  • Data Validation
  • Advanced Functions such as INDEX, MATCH, and SUMIFS
  • Interactive PivotCharts

Prospective Topic List:

  • Review of intermediate functions (VLOOKUP, SUMIF, COUNTIF)
  • Date and Time
  • Data Validation (notably drop-down lists)
  • Advanced Functions (INDEX/MATCH, SUMIFS, COUNTIFS)
  • Array formulas
  • Using Slicers with PivotTables and PivotCharts
  • Creating a Dashboard
  • Introduction to Macros

Prereqs & Preparation

Recommended but not required:

  • Excel at Excel: Getting Down the Basics Class
  • Intermediate Excel: Formulas & Functions Class

About the Instructor

Adam Russell Photo

Insurance Product and Analytics Professional

Adam Russell has nearly 20 years of Microsoft Excel experience developed during a career as an insurance product management consultant and actuarial analyst. He left the corporate world in 2016 to embark on a new career as an Excel trainer, consultant, and freelance writer. Adam has a bachelor’s degree in Applied Mathematics and earned his MBA from Pepperdine University in 2012 with an emphasis in Entrepreneurship. In his spare time Adam enjoys training for half-marathons and triathlons.

Refund Policy

Plans change. We get it. But if you can't make it to a class/workshop, please email us at least 7 days before the scheduled event date. No refunds will be given after this timeframe.

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