The Basics of Excel: Part 1

This three-part series will focus on how to set up database-like structures, navigate them, create models and build various types of reports in Microsoft Excel. By the end of this series, participants will be able to sort and look for information within large datasets, use character-based functions, pivot tables, and build basic financial models.

Technology requirement: Please arrive with Microsoft Excel installed on your laptop.

Please note: Registration is required for each part of this series. See below for topics covered during each session and links for registration. 

The Basics of Excel Part 1:

• Math Operations
• Basic Formulae
• Spreading Formulae
• Locking Reference
• Cell Referencing
• Importing Text Data
• Text to Columns
• Sorting and Filtering

The Basics of Excel Part 2:

• Vlookup
• If
• Sumproduct
• Index & Match
• Conditional formatting & data validation
• Character-based Functions: concatenate, extracting substring (mid/left/right)

The Basics of Excel Part 3:

• Pivot Tables
• Modeling 101