The Ultimate Excel Boot Camp: Experienced Level

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About the Mastery Series

Format: 6 sessions, 2 hours each, over 3 weeks
Session Days: Tuesday and Thursdays
Time: 2pm - 4pm ET
Platform: Zoom
Style: Interactive, cohort-based with peer learning and shared insights

Workshop Overview

When was the last time you leveled up your Excel skills since that intro-level course you took in college (if you even took one)? Chances are it was 5 or 10 years ago, maybe more! A lot has changed in Excel - it's more powerful than ever. And yet most people still use it in a very basic, manual way. If you're ready to level up your Excel skills in an engaging setting, this workshop is for you!

More is demanded of us every day, despite so much new tech at our disposal. The technology is there to optimize that work if you're willing to take a few hours to learn how best to use it. That's what this workshop is all about - guiding you through the most important Excel topics you need to know about to thrive in your role as a frequent Excel user.

Designed for busy professionals to get a ton of bang for their buck, this workshop includes 6 x 2-hour sessions spread over 3 weeks in an interactive cohort-style setting. We learn best when we learn together, which is why I'm a huge fan of cohort courses, and I think you'll be as well.

What You'll Learn:

• Discover new navigation techniques, features, and pro habits that modern Excel power users rely on.
• Master modern formulas and functions, including dynamic arrays, advanced references, and custom LAMBDA functions.
• Elevate your formatting with advanced number formats, conditional formatting, and reusable cell and table styles.
• Analyze data with confidence using tables, filters, SORT/SORTBY, PivotTables, PivotCharts, slicers, and Sparklines.
• Automate and streamline your work using Power Query for data preparation and macros/VBA for repetitive tasks.

What You’ll Get:

• 6 x 2-hour live sessions
• Recordings of all sessions
• Presentation slides and workbook materials
• Reference guides and example files for ongoing use

Session Breakdown

Session 1 – What’s New

• Get a quick glimpse of what we’ll cover throughout the entire course
• Learn new approaches to easily and quickly navigate files, sheets, and features
• Learn new features that help build, review, and optimize the content in your files
• Learn about underused tools to save time and ensure quality data
• Learn the habits of Excel pros

Session 2 - Mastering Formulas

• Understand the modern ways to build formula/function references
• Understand key functions that every frequent Excel user should be familiar with
• Understand how dynamic array functions (DAFs) are especially useful for returning multiple cell results
• Understand how you can build custom functions using LAMBDA to save time and reduce errors
• Understand tools that are helpful for working with formulas

Session 3 - Mastering Formats

• Review the standard formatting options you have available and how they interact with the other formatting types
• Understand how number formats work, including pre-set and custom number formats
• Understand how conditional formatting works, including pre-set and custom/formula-driven options
• Understand how cell styles work, how to apply them, and how to edit/add them
• Understand how table styles work and differ from the other formatting types
• Understand tools that are helpful for working with formats

Session 4 - Analyzing Data

• Understand the different ways you can filter data, including the FILTER function
• Understand the ways you can sort data, including the SORT and SORTBY functions
• Understand the benefits of tables and why they are preferable for source data
• Understand why Slicers are helpful as a filter visualization for Tables and PivotTables
• Understand why PivotTables are so helpful for quickly summarizing and analyzing your data
• Be familiar with the most commonly-used chart types
• Be familiar with PivotCharts as a fast way to set up common chart types
• Be familiar with Sparklines as a way to display in-cell charts along with trended data

Session 5 - Working with Power Query

• Understand the huge efficiency potential with Power Query
• Understand how to get data from common data sources
• Understand the common basic transformations you can apply to data
• Understand the common advanced transformations you can apply to data
• Understand the different ways you can refresh data that runs through Power Query
• Know some of the tips, tricks, and best practices for working in Power Query

Session 6 - Working with Macros

• Know how to display the Developer ribbon tab
• Know how to use the macro recorder for your common actions and make basic code edits
• Understand the VBA building blocks
• Keep in mind the different examples of how to use macros

Why You Should Register

• Master the most powerful Excel tools in under a month.
• Boost your value, efficiency, and confidence in Excel.
• Save hours each week with smarter workflows.
• Reduce errors and build consistency in your processes.

Program FAQs

Purchase
Good News! You can join late!
All sessions are recorded.

About The Speaker

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  Derek Henry, CPA, CFE

  Derek is an accomplished speaker, trainer, consultant, and developer with over 20 years of experience in public accounting, corporate accounting/finance, and software pre-sales. Over that time, he has taught, managed, and mentored hundreds of people on how to work with more efficiency, accountabilit [...]

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