Excel Essentials & Applied Skills - UAH Procurement and Business Services
Excel remains one of the most widely used tools in business, yet most professionals only tap a fraction of its capabilities. This course equips employees with the practical Excel skills needed to analyze data, build accurate calculations, and create clear visual insights that support better decision-making. Through hands-on exercises and real business scenarios, participants learn how to work confidently and efficiently in Excel-regardless of their starting skill level.
Who This Course Is For
- Professionals who use Excel in daily operations
- Employees who manage budgets, sales data, or operational reports
- Supervisors and analysts who need stronger data-driven decision-making skills
- Anyone seeking to improve speed, accuracy, and confidence in Excel
No prior Excel experience is required.
Key Learning Outcomes
Participants will be able to:
- Navigate Excel efficiently and structure data for analysis
- Apply formatting and table tools to create clean, professional worksheets
- Build formulas and functions that automate calculations
- Sort, filter, and manage large datasets
- Use logical functions to evaluate conditions and model scenarios
- Create charts and visualizations that communicate insights clearly
- Optional: Apply lookup functions (VLOOKUP, INDEX/MATCH, XLOOKUP) to connect data
- Optional: Build practical business tools such as budgets, forecasts, and amortization schedules
Course Modules
- Excel Foundations
- Understanding the Excel interface
- Navigating worksheets efficiently
- Selecting cells, ranges, and differences
- Using the Fill Handle
- Building structured tables for clean data
- Table features for sorting, filtering, and analysis
- Working with Data & Worksheets
- Inserting, deleting, and resizing rows/columns
- Consolidating data across sheets
- Alignment tools: Merge & Center, Wrap Text, Orientation
- Custom cell formatting for clarity and consistency
- Formatting for Professional Results
- Applying and modifying number, date, and percentage formats
- Custom format examples
- Pre-tax cost calculations
- Autofill techniques for fast, accurate work
- Core Formulas & Math Functions
- Writing basic formulas
- Division and other math functions
- Absolute vs. relative references
- Order of operations
- Array formulas (Intro)
- Function Wizard basics
- Sorting, Filtering & Data Management
- Basic and custom sorting
- Creating and using custom lists
- Filtering data, including unique values and number filters
- Clearing filters and restoring full datasets
- Viewing & Navigation Tools
- Freezing rows and columns for easier analysis
- Conditional Formatting & Visual Insights
- Creating rules to highlight key information
- Data bars, color scales, and icon sets
- Data series examples for trend identification
- Essential Functions for Everyday Work
- SUM, AVERAGE, MAX, MIN
- Working with multiple ranges
- Editing predicted ranges
- Logical functions: IF, IFS, AND/OR
- "What-If" analysis
- Nested functions
- Autofill with logical functions
- Charts & Data Visualization
- Chart basics and insertion
- Chart design tools and contextual tabs
- Editing chart elements and data series
- Creating charts from partial tables
- Data labels and pie chart best practices
- Lookup & Reference Functions
- LOOKUP and VLOOKUP
- INDEX/MATCH
- XLOOKUP
- Autofill techniques for lookup formulas
- Applied Business Scenarios
- Budget and expense tracking
- Orders and sales analysis
- Forecasting and trend evaluation
- Inflation discounting
- Amortization schedule
- Future value calculator
- Invoice template
- Dialog box controls (intro to form controls)
Available Sessions
No public sessions are currently scheduled.
Contact opce@uah.edu to schedule this course for your organization.
Contact opce@uah.edu to schedule this course for your organization.
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