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
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Course Modules

  1. 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
  2. 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
  3. 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
  4. 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
  5. 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
  6. Viewing & Navigation Tools
    • Freezing rows and columns for easier analysis
  7. Conditional Formatting & Visual Insights
    • Creating rules to highlight key information
    • Data bars, color scales, and icon sets
    • Data series examples for trend identification
  8. 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
  9. 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
  10. Lookup & Reference Functions
    • LOOKUP and VLOOKUP
    • INDEX/MATCH
    • XLOOKUP
    • Autofill techniques for lookup formulas
  11. 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.