UToledo Family Business Center

Excel for Beginners Certificate Program

Two sheets of paper, one showing numbers in a spreadsheet and one showing different graphs

Excel for Beginners offers a basic introduction of spreadsheet functionality beyond simple data entry. It is targeted for those who are new to Excel or seeking to expand their foundational skills. Beginning with the basics of spreadsheet navigation, the course then introduces basic data management, reporting and creating managerial data visualizations. This course is designed to empower attendees with the tools necessary to enhance their productivity and data-driven decision-making. Through hands-on exercises and practical examples, participants will leave with confidence in managing data, creating visual reports, and utilizing Excel's robust features to support their day-to-day office tasks.

 

course prerequisites
  • Participants are expected to bring a laptop with Excel (Office 365) installed
  • Alternate: Laptop with access to Excel online (either free-trial or employer/personal Microsoft account)

Date: August 19 through August 22, 2024 - 8:30 a.m. - 12:30 p.m.

Location: The University of Toledo

How to Enroll: Click here to register

Program Dates and Curriculum:

All sessions are 8:30 a.m. - 12:30 p.m. and held on The University of Toledo Main Campus.

August 19: Excel Fundamentals and Basic Data Entry

  • Excel Fundamentals: Interface & Navigation
  • Data Entry and Basic Formatting
  • Introduction to Basic Formulas
  • Hands-On Practice Session

August 20: Intermediate Data Entry and Formatting

  • Sorting and Filtering Data
  • Introduction to Data Validation
  • Basic Text Functions
  • Applying Conditional Formatting
  • Introduction to Excel Graphs
  • Creating and Customizing Simple Charts
  • Formatting Charts for Clarity

August 21: Managerial Visualizations and Data Management

  • Introduction to Excel Graphs
  • Creating and Customizing Simple Charts
  • Formatting Charts for Clarity
  • Review of Basic Formulas and Functions
  • Working with Advanced Functions
  • Using Named Ranges
  • Hands-On Practice: Creating Charts

August 22: Pivot Tables and Advanced Visualization

  • Introduction to Pivot Tables
  • Pivot Tables and Advanced Visualization
  • Grouping and Filtering Data within Pivot Tables
  • Pivot Charts and Slicers for Data Visualization
  • Utilizing Timelines for Interactive Analysis
  • Introduction to Data Tables for Sensitivity Analysis
  • Advanced Excel Graphs and Customization

Program Cost

  • $1,000 per participant for UToledo Family Business Center member companies and sponsors
  • If you are not a UToledo Family Business Center member or sponsor please email us at utfamilybusiness@utoledo.edu for non-member pricing rates
  • This program qualifies for Ohio TechCred.

For questions please contact Angie Jones at angie.jones@utoledo.edu 


Sponsors

Last Updated: 3/8/24