Microsoft Excel – Tips & Tricks

February 8, 2022

2-timeslots for your convenience - 10am & 2pm

ONLY $69 per person

In this engaging workshop, taught by in-house computer expert Kyle McCloud, you will learn valuable tips, tricks, and techniques that will transform an ordinary spreadsheet program into one of the powerful tools in your business arsenal.

Level I: Recommended Experience – Any. (Maybe too basic for users with 10+ years experience)
Topics Covered: • Hot Keys and Cool tricks • Spreadsheet creation & Navigation • Customizing Quick Access Tool Bar • Entering and Editing Data • Using Auto Fill • Working with Rows and Columns and Sheet Tabs • Formatting • Creating and Working with Tables • Basics Formulas and Functions such as; AUTO SUM, AVERAGE, MAX, MIN • Sorting and Filtering

Level II: Recommended Experience: Attended Level I (2+ years & topics covered in Level I)
Topics Covered: • Quick review of Level I o Navigation, Hot Keys and Cool tricks • Customizing the Excel environment • Paste Special Tools such as; Transpose, Paste Value • Conditional Formatting and Comments • Creating Custom Auto Fill Lists • Basic Formula Review • Absolute Referencing • Naming Cells and Ranges • Formula Auditing • Working with Logical and Lookup Functions such as; If & VLOOKUP • Working with Text Functions; TEXT TO COLUMNS, CONCATENATE (CONCAT), LEFT, RIGHT • Using Subtotals Feature • Creating and Working with Charts

Level III: Recommended Experience: Attended Level II (5+ years & ALL topics covered in Level I & II)
Topics Covered: • Customizing Excel Environment – Advanced. • Grouping Worksheets • Advanced Filter • Working with Date and Time Functions such as; TODAY, NOW, MONTH, DAY, DATE • Working with Statistical Functions such as Count, CountA & CountIf • Review Linking Cells and Workbooks • Object Linking and Embedding (OLE) across programs • 4 Levels of Security • 3D Referencing • Nested Functions and Formulas such as; AND, OR, IFERROR • Pivot Tables • Macros

  • Learn to create a basic worksheet

  • Learn to perform calculations in an Excel worksheet

  • Learn to modify an Excel worksheet

  • Learn to modify the appearance of data within a worksheet

  • Learn to manage Excel workbooks

  • Learn to print the content of an Excel worksheet

  • Learn to use advanced formulas

  • Learn to organize worksheet and table data

  • Learn to create and modify charts

  • Learn to insert and modify graphic objects in a worksheet

  • Learn to collaborate with other workbook users

  • Learn to import and export data

  • Learn to analyze data using Pivot Tables, Slicers, and Pivot Charts

  • Learn to use Macros


  • Participant workbook 
  • Presenter slides and outlines 
  • Case Studies and Media as appropriate 
  • Role-play scenarios 
  • Post-training assessment 

Room Requirements 

  • Internet access for the presenter 
  • Screen 
  • Projector (if not ceiling mounted then a table or cart will need to be provided)
  • Training room must be able to comfortably accommodate the number of participants plus room to move around for various activities) 
  • Rounds or pods, a small table for presenter’s materials, chairs for all participants
  • One Flip chart and easel for each round table (for small group work) and markers

Additional Requirements 

  • Elevate will choose training facilitators whose background and expertise will support the subject matter and goals of the client 
  • Instructors will use a variety of instructional methods including lecture, group projects, discussion, and role play 
  • Participants are expected to be actively engaged in the learning process 


GOVERNMENT: Julie Burns | 646-416-6441 |
CORPORATE: Jason Hawkins | 904-650-2740 |