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Applied Excel


Applied Excel: Best Practices, Data Sets and Scenario Analysis

This intensive, hands-on workshop will benefit any professional who is focused on improving their Excel skills and efficiencies. We welcome all backgrounds and skill levels of Excel users.

To register or to view training locations and date options, please see our course calendar. Course Pricing:

  • Early Registration: $1,000 per day (register at least 14 days in advance)
  • Standard Registration: $1,200 per day
  • Group rates also available
  • Discounts offered to existing clients

Please contact for more information.

Applied Excel Outline:

Excel Best Practices:

  • Basic Excel setup including iterations & calculations settings
  • Excel best practices, including common “shortcut” keys and other efficiency tips
  • Best practices for building formulas (auto sum, filling, anchoring)
  • Customizing toolbars in Excel (including adding icons to your toolbar)
  • Auditing formulas and cell references
  • Introduction to macros & distribution of TTS proprietary macro toolkit

Working with Client Data:

  • Text to columns
  • Text functions within Excel: LEFT, RIGHT, UPPER, LOWER, CONCATENATE

Analyzing Data:

  • Lookup functions: VLOOKUP, HLOOKUP
  • INDEX and MATCH Functions
  • Analyzing data using SUMIF, COUNTIF, and Nested IF functions
  • Pivot Tables

Scenario Analysis:

  • Sensitivity analysis including data tables
  • Conditional formatting
  • Scenario analysis using CHOOSE & OFFSET functions
  • Utilizing “named” cells

Macros and User Friendly Tools:

  • Introduction to macros
  • Introduction to Visual Basic for Applications (VBA)
  • Creations of basic print macros and editing of basic VBA code
    • Insertion of a “print button”

Case Study Exercise:

  • Designed to emphasize and reinforce skills taught during seminar


Event Category:


New York, NY
275 Madison Avenue, Suite 1201
New York, NY, NY 10016 United States