Intermediate Excel: Dealing with Data

This workshop is designed to create proficiency using Excel to manage data, including pivot table, creating charts, using mail merge, and other helpful data sorting and editing functions. A few keyboard shortcuts will be shared to help participants be more efficient in their Excel usage day-to-day. Participants will be provided with various generic data sets to use in the class and will practice various methods to view, sort and analyze this data. The course will also show participants how to do a Mail Merge with Microsoft Word. Participants will be given a prepared Excel Workbook with exercises to be practiced as a group, as well as a prepared Word file.

Topics include: Keyboard Shortcuts, Conditional Formatting, Finding and Removing Duplicates, Modifying Text in to Multiple columns, Mail Merging with Word, Pivot Tables/Charts, Using Data Validation, Protecting cells, sheets and workbooks, using Paste Special to adjust data, Subtotals, Sorting and Filtering, Charts and Graphs, and Formulas such as Count, Text, Trim, If Statements, and Concatenate.

The handout for this course is written as a how-to guide with example exercises such that participants can go back to the material at any time. The presentation style for this course is learning by doing – the instructor will demonstrate the use of the Excel function, and have all students follow along on their own pre-made Excel workbook.

By the end of this course, participants will be able to:

  • Use the Alt keyboard short cut to navigate Excel with the keyboard
  • Create and manipulate pivot tables and pivot charts
  • Perform a Mail Merge with MS Word
  • Sort and Filter information
  • Use the subtotal and other common data editing and analysis formulas.
Academic Units
0
Section Number
243CTS903
Instruction Method
Online class

Section Notes

Fee Details: The program enrollment fee is .06 training unit per person for those utilizing their county contract. If not using a county contract, the fee is $255.00 per person. The fee for a 1-day class, and it includes soft copy materials.

Training Format: This program will be offered via remote learning using Zoom. Login information will be provided after your enrollment is processed.

Enrollment Policies

Enrollment closes on 3/6/25.

Those paying by check or with credit card, please have payment to us no later than two weeks prior to start of class.

To be officially dropped from the class, please notify us at least 10 business days prior to the training start date to drop a class and cancel the billing, or request a refund of fees paid, less a $30 processing fee (no exceptions). If you have questions, please contact us at (530) 757-8538 or at human@ucde.ucdavis.edu.

Substitutions can be done with a 48-hour minimum notice prior to the training start date. A 48-hour notice is needed to get all updated information processed.

Technical Requirements

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