Applied Excel

Gain the skills for parsing, analyzing, and presenting information from large data sets

Upcoming Courses

VIRTUAL

Upcoming Courses

VIRTUAL

Learn techniques we teach around the world...

This intensive one day, hands-on workshop will benefit any professional focused on importing, preparing, analyzing and presenting data in Excel. The course will also focus on improving Excel skills and efficiencies via shortcuts and functions. We welcome all backgrounds and skill levels of Excel users.

A mix of microlectures and self-paced Excel exercises providing hands-on, real world, practical applications of the standards and methods that a professional needs.

Led by our experienced instruction team of former practitioners, you get a unique blend of industry insight combined with a passion for teaching. The average TTS instructor has been part of the team for 8.5 years.

Select Dates & Register

What you will learn?

Excel Best Practices and Efficiencies
Working with Client Data
Analyzing Data
Scenario Analysis
Introduction to Graphing and Visualizations

Course PDF

Day 1

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

Working with Client Data:

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

Analyzing Data:

Lookup functions (XLOOKUP, VLOOKUP, HLOOKUP)
INDEX and MATCH Functions
Analyzing data using SUMIF, COUNTIF, Nested IF, and SUMPRODUCT
Pivot Tables

Scenario Analysis:

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

Introduction to Graphing and Visualizations:

Introduction to Excel charts
Basic functionality of charts

What Does A Day Look Like?

Whether you join us in-person or virtually, the classroom is a combination of micro-lectures and hands-on exercises that ensure retention levels are high and students stay engaged. You’ll use some of the most innovative Excel based learning tools available, providing instant performance feedback as well as the opportunity for as many “reps” as you need to be “desk ready”.

Who Is This Course For?

Practitioners who would like to upskill to more intermediate and advanced Excel use
Job functions including importing, preparing, analyzing, and presenting data in Excel for business insights or internal/external reporting purposes
Consultants who work with client data and utilize information for making recommendations
Professionals in Financial Planning & Analysis (FP&A) groups that are responsible for aggregating and presenting information

Course Details

What’s Included

Instructor-led classroom training
Ongoing instructor support
One-year online access to course materials, Excel files, and these self-study courses for additional reference and review • Excel Best Practices • Applied Excel

Schedule

9:00 am to 4:30 pm with an hour lunch around noon and shorter breaks throughout the day.

Prerequisites

Beyond having some basic Excel familiarity, there are no prerequisites.

How Do You Like To Learn?

Flexible Learning Options
Our courses are available in both in-person or virtual classroom formats. If you learn better in your own space or traveling isn’t convenient, virtual is great solution. Either way, you get the skills and support you need to succeed.

Course Pricing

$1,150 USD*

* register at least 30 days in advance

Standard registration inside 30 days:
$1,250 USD

– Group rates available
– Discounts offered to existing clients

Select Dates & Register

Cancellation Policy

Cancellations up to 14 days before the workshop will receive a full refund. Cancellations within 14 days of a course will not be refunded. TTS reserves the right, at its sole discretion, to cancel a course. If TTS cancels a course, payments are refunded in full.

Questions? Please contact info@trainingthestreet.com for more information.

See what our students say

Pamela J

June 14, 2024

Alex was a great instructor. He explained concepts in a way everyone could understand, and was happy to answer any questions

Steven A

May 17, 2024

Great course. Perfect pacing. Great balance of individual attention and group learning. Christian is an excellent educator.

Levi R

May 17, 2024

Christian was my instructor and he was willing to help and did a great job teaching. Definitely learned a lot and enjoyed him teaching the class.

Jason M

May 17, 2024

It was great

Kirin M

April 30, 2024

The course was adequately paced and very informative. I would recommend others to take this course to gain skills in Excel.

Kyra D

April 26, 2024

Maithili is extremely thorough and polite. Very easy to follow, would 100% recommend

Ethan T

March 22, 2024

Great course. It went through at a very good pace.

Kelsey E

March 22, 2024

Darshan is a great teacher. He can speak to all experience levels of excel and keeps the information relevant. Great course!

Kirin M

March 22, 2024

I thought the course was fantastic. The pace was just right and the instructor made the course very engaging.

Ross C

March 22, 2024

Great training and instructor!

Unlock your career potential

Training The Street has been teaching the biggest finance firms for over 20 years. To help unlock your career potential, we offer certificates to provide the recognition you deserve.

After you finish your course, you will receive a certificate which can be easily added to your LinkedIn profile.