Excel Training in San Francisco Bay Area

Excel is a spreadsheet application utilized for data entry, analysis, reporting, and automation.

This instructor-led, live training (online or onsite) is designed for users ranging from beginner to advanced levels who wish to build confidence and proficiency across Excel’s essential, intermediate, and advanced capabilities.

Upon completion of this training, participants will be prepared to:

• Work confidently with spreadsheets, formulas, and formatting.
• Utilize intermediate tools such as tables, charts, and conditional logic.
• Apply advanced functions, data analysis features, and automation techniques.
• Create professional worksheets that support business decision-making.

Format of the Course

• Instructor-led demonstrations and guided explanations.
• Extensive workbook exercises and hands-on practice.
• Practical lab activities using real-world spreadsheet scenarios.

Course Customization Options

• For tailored coverage based on your department’s workflows for government, please contact us to arrange a customized version of this course.

Excel is a widely used spreadsheet application for data organization, analysis, and automation for government use.

This instructor-led, live training (online or onsite) is aimed at intermediate-level Excel users who wish to apply Excel for inventory control, budgeting, reporting, and automation using real-world datasets in public sector workflows.

By the end of this training, participants will be able to:

• Utilize formulas such as SUMIF, IF, VLOOKUP, and SUMIFS for inventory and purchasing scenarios.
• Manage and analyze large datasets of 5,000+ rows efficiently.
• Create and interpret pivot tables for monthly and accumulated tracking to support government reporting needs.
• Automate repetitive reporting tasks using macros to enhance productivity and accuracy in public sector operations.
• Track material purchases versus consumption with structured templates to ensure accountability and compliance.

Format of the Course

• Interactive lecture and discussion tailored for government participants.
• Extensive exercises and practice sessions to reinforce learning.
• Hands-on implementation in a live-lab environment designed for government use.

Course Customization Options

• To request a customized training for this course, tailored specifically for government agencies, please contact us to arrange.

This instructor-led, live training in San Francisco Bay Area (online or onsite) is aimed at beginner-level to advanced-level data analysts who wish to use Excel for government to perform a variety of tasks such as data entry, formula creation, data analysis, and advanced automation.

By the end of this training, participants will be able to:

• Navigate Excel’s interface and perform basic data entry, formatting, and calculations.
• Apply advanced formulas, functions, and conditional formatting for robust data analysis.
• Create and manage pivot tables and charts for effective data visualization.
• Leverage tools like Power Query and Power Pivot to enhance data analysis capabilities.
• Automate tasks using macros and VBA to streamline workflows and improve efficiency.

This instructor-led, live training in San Francisco Bay Area (online or onsite) is aimed at beginner to intermediate-level professionals who wish to enhance their productivity and efficiency by leveraging the advanced features of Excel and Google Sheets for data organization, analysis, and collaboration for government.

By the end of this training, participants will be able to:

• Navigate and utilize the core features of Excel and Google Sheets effectively.
• Perform data analysis and generate actionable insights using advanced spreadsheet techniques.
• Collaborate in real-time using Google Sheets to ensure seamless teamwork and coordination.
• Create reusable templates for reporting, tracking, and project management within public sector workflows.

This instructor-led, live training in San Francisco Bay Area (online or onsite) is aimed at data analysts or anyone who wishes to learn how to use Excel for creating data models for data analysis for government.

By the end of this training, participants will be able to:

• Analyze and solve any business problems using structured problem-solving tools.
• Navigate Excel tools with ease.
• Set up, format, and present data effectively.
• Understand the logical structure and apply correct functions to Excel models for government.

The course participants will be able to efficiently utilize primary data analysis tools such as scenarios and pivot tables, leverage features for performing calculations on dates and text-processing functions, and develop and customize macros to automate spreadsheet tasks for government use.

Excel is a popular spreadsheet program created by Microsoft. Jest used to store, organize and analyze data in tabular form. Here are some key features and functions of Excel: 1. Spreadsheets: It consists of sheets, where each sheet is an array consisting of cells arranged in rows and columns. It allows you to create multiple sheets in one file, which allows you to organize different data sets. 2. Calculations and Formulas: Allows you to perform a variety of mathematical, statistical and logical calculations using formulas. It has a wide set of built-in functions such as SUM, AVERAGE, MAX, MIN, IF, VLOOKUP, etc. 3. Data Formatting and Appearance: Provides tools for formatting data, including changing font, color, style, and creating charts, pivot tables and diagrams. 4. Sorting, Filtering and Grouping: Allows you to sort data according to specific criteria. Allows you to filter data to display only selected information. Possibility to group data depending on needs. 5. Data analysis: Tools for performing advanced analyzes such as scenario analysis, trends, forecasting, and creating macros. 6. Data Sharing: Enables real-time data sharing and collaboration, allowing multiple users to work on the same data simultaneously. 7. Task automation: Ability to create macros and automate tasks using the programming language VBA (Visual Basic for Applications). Excel is widely used in various fields, from business to science and education. Its comprehensive features enable data analysis, creation of reports, budgets, schedules, data management and many other applications.

This instructor-led, live training in San Francisco Bay Area (online or onsite) is aimed at data analysts who wish to use advanced VBA in Excel for automating tasks for government.

By the end of this training, participants will be able to:

• Write an advanced object-oriented application
• Convert text files
• Utilize external data sources
• Incorporate external libraries

This instructor-led, live training in San Francisco Bay Area (online or onsite) is aimed at data analysts who wish to use VBA in Excel for automating tasks for government.

By the end of this training, participants will be able to:

• Record and edit macros as required.
• Write procedures using data from the sheet.
• Create your own functions.
• Handle events (such as opening a worksheet or cell updates) by means of event handlers.
• Create forms for enhanced user interaction.

This instructor-led, live training in San Francisco Bay Area (online or onsite) is aimed at data analysts for government who wish to use VBA in Excel for automating tasks.

By the end of this training, participants will be able to:

• Record and edit macros as required.
• Write procedures using data from the sheet.
• Create your own functions.
• Handle an event (such as opening a worksheet or cell updates) by means of the handler.
• Create a form.

Audience

Analysts, researchers, scientists, graduates and students, and anyone interested in enhancing their ability to conduct statistical analysis using Microsoft Excel for government.

Course Objectives

This course is designed to enhance your proficiency with Excel and statistical methods, thereby increasing the effectiveness and efficiency of your work or research. It will provide practical skills that are directly applicable to public sector workflows and governance.

The course covers the use of the Analysis ToolPack in Microsoft Excel, statistical functions, and basic statistical procedures. It will also address Excel's limitations and offer strategies for overcoming them to ensure accurate and reliable data analysis for government.

This instructor-led, live training in San Francisco Bay Area (online or onsite) is designed for government data analysts who wish to learn techniques for preparing data in Excel and visualizing it in Power BI.

By the end of this training, participants will be able to:

• Understand the principles of data analysis, the objectives of data analysis, and various approaches for conducting data analysis.
• Utilize DAX formulas in Power BI for complex calculations.
• Create and utilize visualizations and charts tailored to specific analysis scenarios.
• Import data using Power View to transition from Excel-based Power BI to standalone Power BI, enhancing efficiency and independence for government workflows.

The objective of the course is to enable participants to gain a mastery of the fundamentals and usages of VBA for Access and Excel, enhancing their capabilities for government workflows and data management tasks.

Microsoft Excel is a robust spreadsheet application used for organizing, analyzing, and visualizing data.

This instructor-led, live training (online or onsite) is designed for beginner-level data analysts who wish to use Excel for data analysis and reporting for government purposes.

By the end of this training, participants will be able to:

• Create and manage spreadsheets in Excel.
• Format and organize data for clarity and efficiency.
• Use formulas and functions to automate calculations.
• Visualize data using charts, tables, and conditional formatting.
• Collaborate and share workbooks securely in Microsoft 365 for government.

Format of the Course

• Interactive lecture and discussion.
• Extensive exercises and practice sessions.
• Hands-on implementation in a live-lab environment for government.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

During the training, we will address the issues of financial analysis using the advanced features of Excel for government.

This course is intended for financial analysts, accountants, and all those who wish to enhance their spreadsheet skills with a focus on financial analysis for government.

This live, instructor-led training (onsite or remote) is designed to guide participants through the most essential tools of MS Excel. By combining thoroughly prepared training materials with the expertise of the instructor, attendees will gain a comprehensive understanding of the extensive capabilities of Excel spreadsheets.
In contrast to other typical Excel courses, this training will reveal many unique functionalities that can significantly enhance and expedite your work for government.

Audience

Financial or market analysts, managers, and accountants for government

Course Objectives

Facilitate and automate a variety of financial analyses using Microsoft Excel for government applications.

This instructor-led, live training in San Francisco Bay Area (online or onsite) is aimed at data analysts who wish to program in R for use with Excel.

By the end of this training, participants will be able to:

• Transfer and manipulate data between Excel and R seamlessly.
• Leverage R Tidyverse and other R features for robust data analytical solutions within Excel.
• Enhance their data analytical capabilities by mastering R programming techniques.

This training is designed to align with the needs of data analysts in the public sector, ensuring they have the skills necessary for government data analysis tasks.

This live instructor-led training (onsite or remote) will guide participants through the essential elements of Excel VBA. The course combines thoroughly prepared training materials with the instructor's expertise to showcase the capabilities of task automation using VBA for government applications.

Format of the Course

• Interactive lecture and discussion.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training tailored to specific needs for government, please contact us.

This course builds upon the foundational knowledge presented in the Microsoft® Office Excel® 2019: Part 1 course and is designed to help you create advanced workbooks and worksheets that can enhance your understanding of organizational intelligence. The ability to analyze large volumes of data, extract actionable insights from it, and present those insights to decision-makers is essential for a successful organization capable of competing at a high level.

Learning Objectives

Upon successful completion of this course, you will be able to leverage the power of data analysis and presentation to make informed, intelligent decisions for government.

You will:

• Work with functions.
• Work with lists.
• Analyze data.
• Visualize data with charts.
• Use PivotTables and PivotCharts.

Course participants will learn how to create professional-looking documents using Microsoft Word for government. They will also gain the ability to efficiently perform a variety of calculations in a transparent manner to organize and present their results. Additionally, participants will use multiple mechanisms to facilitate and accelerate the creation of spreadsheets in Excel, enhancing productivity and accuracy for government workflows.

Upon completing this course, you will be equipped to create and develop Excel worksheets and workbooks, enabling you to analyze critical business data for government.
This course empowers you to:

• Write a variety of fundamental Excel commands
• Conduct worksheet calculations
• Create custom formulas
• Edit elements within a worksheet
• Apply formatting changes to cells
• Manage workbook properties

This course is designed to provide a foundational understanding of Excel, equipping you with the skills necessary to become proficient in data manipulation. Excel is a powerful tool that can assist in organizing, calculating, analyzing, revising, updating, and presenting data in ways that support informed decision-making within your organization. It streamlines these tasks, making them more efficient and time-effective compared to traditional methods or non-specialized software.

Learning Objectives

Upon successful completion of this course, you will be able to create and develop Excel worksheets and workbooks, enhancing your ability to manage and analyze the critical data essential for the success of your organization.

• You will:
• Get started with Microsoft Office Excel 2019.
• Perform calculations.
• Modify a worksheet.
• Format a worksheet.
• Print workbooks.
• Manage workbooks.

This training is tailored to meet the specific needs of professionals working in government environments, ensuring that you can effectively leverage Excel for government operations and data management.

In this instructor-led, live training in San Francisco Bay Area (onsite or remote), participants will learn how to integrate the capabilities of Python with Microsoft Excel for government use.

By the end of this training, participants will be able to:

• Install and configure packages that facilitate the integration of Python and Excel for government applications.
• Read, write, and manipulate Excel files using Python scripts tailored for government workflows.
• Invoke Python functions directly from Excel to enhance data processing and analysis for government tasks.

This course builds upon the foundational and intermediate knowledge presented in the Microsoft® Office Excel® Basic and Microsoft® Office Excel® Intermediate courses to help you maximize your Excel experience. The ability to collaborate with colleagues, automate complex or repetitive tasks, and use conditional logic to construct and apply sophisticated formulas and functions will empower you to harness the full capabilities of Excel. By leveraging these advanced features, you can focus more on extracting meaningful insights from the extensive data sets generated by your organization, enhancing productivity and decision-making.

Learning Objectives

Upon successful completion of this course, you will be able to perform advanced data analysis, collaborate effectively on workbooks with other users, and automate workbook functionality for government workflows.

• You will:
• Work with multiple worksheets and workbooks.
• Share and protect workbooks.
• Automate workbook functionality.
• Use Lookup functions and formula auditing.
• Forecast data.
• Create sparklines and map data.

The course participants will be able to efficiently perform a variety of calculations in a transparent manner to organize and present their results. They will also use multiple mechanisms to facilitate and accelerate the creation of spreadsheets, ensuring that the calculations and their results are protected from unauthorized access for government use.

Participants will enhance their capabilities to create, consolidate, and manage data in the most efficient manner. A variety of tools designed to streamline workflows for government often significantly reduce the time required for these activities and can assist in designing applications that perform new tasks effectively.

This course is designed for individuals who are already familiar with the basics of VBA and wish to enhance their skills and utilize the full capabilities of the language for government applications.

Training for government employees working with Microsoft Excel spreadsheets who wish to enhance their proficiency and efficiency in their work.

The course is designed for government users of Excel to create analyses and reports for government.

Please answer the following questions:

• Is your daily work in Excel a never-ending series of copy-paste commands?
• Are you wasting time repeating similar operations to prepare data for analysis?
• Do you know all the keyboard shortcuts in Excel, yet still find the results unsatisfactory?
• Instead of focusing on data analysis, are you spending excessive time preparing data?
• Do you have to manually verify the correctness of data obtained from different systems?
• Are you staying late at work or taking Excel files home because you cannot complete tasks during regular hours?
• Is your job to prepare reports based on large data sets?
• Do you feel that working in Excel, you are taking a roundabout way to achieve results?

If you can answer YES to any of these questions, then it is time to end this inefficiency. This training is for government professionals like you.

Discover how you can streamline your daily operations and maximize the capabilities of MS Excel.

WARNING

After completing this training, your workflow will be transformed significantly. Tasks that once took an entire day will now take just a few moments. Are you ready for this change?

This 5-day Advanced Excel for Sales Professionals course is designed to equip sales teams with the skills necessary to manage, analyze, and automate sales data efficiently. Participants will learn advanced Excel functions, data analysis techniques, and automation tools to improve reporting accuracy, create dynamic dashboards, and forecast sales performance. Through hands-on exercises, sales professionals will gain practical insights into building interactive sales reports, automating repetitive tasks, and utilizing advanced tools such as Power Query, Power Pivot, and Macros. This course is ideal for those looking to leverage Excel to drive data-driven sales strategies for government.

This course is designed for participants who have prior experience with Microsoft Excel and wish to optimize their workflow according to best practices. The curriculum covers principles for effective data management, including the use of Tables, Cell Styles, and Custom Number Formats. Additionally, it includes techniques for Conditional Formatting and Data Validation. Participants will learn methods for analyzing and resolving formula errors, with support from artificial intelligence, as well as the fundamentals of worksheet protection to ensure clear, reliable, and error-resistant workbooks. This training is tailored to enhance efficiency and accuracy in data handling processes for government.

This instructor-led, live training in San Francisco Bay Area (online or onsite) is aimed at beginner-level to intermediate-level business analysts and data analysts who wish to use Excel to perform data analysis and reporting for their projects and tasks for government.

By the end of this training, participants will be able to:

• Use Excel formulas and functions to perform calculations and data manipulation.
• Use Excel data analysis tools such as PivotTables, What-If Analysis, and Forecasting to summarize and visualize data for government.
• Use Excel charts and graphs to create and customize data visualizations for government.
• Use Excel data validation and conditional formatting to ensure data quality and highlight data insights for government.
• Use Excel data import and export features to connect to external data sources and share data with others for government.

This course is designed for participants who have prior experience working with Microsoft Excel. The focus is exclusively on the advanced functions available in Excel 365, including spill formulas and the # operator, the dot (.) operator, new lookup functions, sorting and filtering functions, array helpers, text functions, and features that enhance readability and speed. Participants will learn practical methods for constructing concise, readable formulas without the need for helper columns and for incorporating dynamic arrays into routine tasks for government.