Excel 101: Mastering the Fundamentals

Recorded Session
90 Minutes

If spreadsheets feel overwhelming, this beginner Excel training is a good place to start. In 90 minutes you'll build the core Excel skills you need to organize information, run calculations and analyze data with confidence.

The session starts with the interface and how a workbook is structured, from cells to rows and columns. You'll practice entering and editing data quickly, use shortcuts, and apply basic formatting so your sheets look clean and professional. Next come the fundamental formulas and functions that take over routine calculations, with no math anxiety required.

You'll also see helpful tools for organizing and filtering data and for spotting exceptions and errors. It suits anyone new to Excel or wanting a refresher, from students to business professionals.

WHY SHOULD YOU ATTEND?

Excel is used for all kinds of data analysis, yet most people rely on only a few of its features. A solid grasp of the important ones helps you save time, reduce risk and build better files that support key decisions.

These skills transfer across roles, levels and industries. Accountants, analysts, executive assistants, managers and directors will learn modern approaches that can save dozens of hours a year and make them a more valuable resource to their team.

AREA COVERED

  • Structure: the Excel interface, cells, rows and columns
  • Entering and editing data efficiently
  • Shortcuts
  • Formatting for clean, professional spreadsheets
  • Formulas and functions to automate calculations
  • Organizing and filtering data for analysis
  • Other helpful features for finding exceptions and errors

LEARNING OBJECTIVES

  • Navigate the Excel interface and enter data with ease
  • Use shortcuts to work faster
  • Apply basic formatting for a clear, readable spreadsheet
  • Perform calculations with formulas and functions
  • Organize and filter data for efficient analysis
  • Use helpful tools to spot exceptions and errors

WHO WILL BENEFIT?

  • Accountants
  • Analysts
  • Executive Assistants
  • Managers
  • Directors

Excel is used for all kinds of data analysis, yet most people rely on only a few of its features. A solid grasp of the important ones helps you save time, reduce risk and build better files that support key decisions.

These skills transfer across roles, levels and industries. Accountants, analysts, executive assistants, managers and directors will learn modern approaches that can save dozens of hours a year and make them a more valuable resource to their team.

  • Structure: the Excel interface, cells, rows and columns
  • Entering and editing data efficiently
  • Shortcuts
  • Formatting for clean, professional spreadsheets
  • Formulas and functions to automate calculations
  • Organizing and filtering data for analysis
  • Other helpful features for finding exceptions and errors
  • Navigate the Excel interface and enter data with ease
  • Use shortcuts to work faster
  • Apply basic formatting for a clear, readable spreadsheet
  • Perform calculations with formulas and functions
  • Organize and filter data for efficient analysis
  • Use helpful tools to spot exceptions and errors
  • Accountants
  • Analysts
  • Executive Assistants
  • Managers
  • Directors
Currency:
Webinar Option
Transcript (PDF Transcript of the Training)
Downloadable Recorded Session
USB

Speaker Profile

ins_img Mr.Derek Henry

Derek has an extensive 20+ year background in Accounting and IT, having held roles in public/corporate accounting and technical sales. He helps accounting and finance teams optimize their processes in Excel and beyond with training, tools, consulting projects, and productivity coaching.  He is passionate about efficiency and accountability.Derek is a Certified Public Accountant and a Certified Fraud Examiner.  He lives with his family in Arlington, TX.  He is actively involved at church, and enjoys disc golf, softball, and having fun with his family.

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