The Ultimate Excel Boot Camp: Beginner 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

Are you new to a role or project that demands a solid understanding of Excel? Maybe you missed out on the chance to take an intro-level course in college or high school. Excel has evolved from a basic spreadsheet to a powerful calculation and analysis tool. 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 that beginners need to know about to thrive in roles as frequent Excel users.

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:

• Build a strong Excel foundation, including navigation, workbook structure, and essential tools.
• Write, review, and troubleshoot formulas using lookups, logic, dynamic arrays, and custom LAMBDA functions.
• Format worksheets professionally with number formats, cell and table styles, conditional formatting, and print-ready layouts.
• Turn raw data into insights using filters, sorts, validation, PivotTables, PivotCharts, slicers, and Sparklines.
• Document and enhance your workbooks with comments, notes, and visuals like pictures, icons, and shapes.

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 - Mastering the Fundamentals - January 27th

• Learn how the Excel application and files are set up, and what Excel is commonly used for.
• Learn how to navigate the ribbon, files, sheets, ranges, and other key Excel window elements.
• Learn the basics of formulas, functions, and references.
• Learn the different format options available.
• Learn some beginner-friendly, high-impact Excel tools.

Session 2 - Understanding Formulas (Part 1) - January 29th

• Learn about formula references and named ranges.
• Learn common math, date, and text functions.
• Learn helpful logic functions to calculate based on different conditions.
• Learn lookup functions that can help you combine data.
• Learn different formula review tools and approaches and how to fix errors.

Session 3 - Understanding Formulas (Part 2) - February 3rd

• Learn newer reference types that dynamically update based on changes in your data.
• Learn other useful common functions.
• Learn about how dynamic array functions can expand and contract with your data.
• Learn how, when, and why to use custom functions with LAMBDA.
• Learn tools, tips, and tricks for efficiently building, reviewing, and updating formulas.

Session 4 - Working with Formats - February 5th

• Understand all the basic, standard formatting options you have available and how they interact with the other formatting types.
• Understand the pre-set number format types and be familiar with the custom number format code contents.
• Understand how to apply the pre-set conditional formatting types and be familiar with custom/formula-driven conditional formatting.
• 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 how to optimize print settings for physical and PDF printouts.

Session 5 - Analyzing Data (Part 1) - February 10th

• Understand the different ways you can filter data, including using the FILTER function.
• Understand the ways you can sort data, including using the SORT function.
• Understand various options for data validation to ensure quality data.
• Learn how to add notes, comments, and other documentation to your files.
• Learn how to embed and format pictures, icons, and shapes to complement your data.

Session 6 - Analyzing Data (Part 2) - February 12th

• Learn how and why to use tables for your source data.
• Learn how to use slicers to easily filter tabular data.
• Learn how PivotTables allow you to easily analyze your data and answer common questions.
• Be familiar with the most commonly-used chart types.
• Learn how to use PivotCharts as a quick and easy chart option.
• Learn how to use Sparklines to display in-cell charts to complement trended data.

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
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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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