Microsoft Excel Training is eligible for reimbursement through the Ohio TechCred program. Any Ohio employer with a physical location in Ohio that employs Ohio W-2 employees is eligible to receive up to $180,000 in training grant funding per year.
Microsoft Excel Training Programs
Basics
This session covers the basics of working with Excel. It starts from opening the application and progresses through creating a worksheet with some basic formulas. Formatting the worksheet and preparing to print will be covered too. No prior Excel knowledge is necessary.
Intermediate
Depicting numerical information visually is often helpful in making your point. This course covers creating charts in Excel. In addition, this course covers many of Excel’s database management tools, such as, data validation, sorting, filtering, and automatic subtotals. Formatting Excel tables and pivot tables are also explored.
Advanced
Performing–and re-performing– calculations is one of the main reasons to use Excel. This course covers many of Excel’s built in functions. Working with nested functions, naming cells and absolute referencing will be taught too. In addition, importing and exporting data will be covered. Also, running, recording, and basic editing of macros is included.
Skills Learned in Microsoft Excel Training
Through our Microsoft Excel training courses, participants will learn essential skills for organizing, analyzing, and presenting data. Training starts with foundational formulas and formatting and expands into advanced techniques like dynamic dashboards, pivot tables, and business intelligence tools.
Formulas and Functions
- Writing and editing basic formulas (SUM, AVERAGE, COUNT)
- Using lookup functions like VLOOKUP, HLOOKUP, and XLOOKUP
- Extracting data using functions like MID, LEFT, RIGHT
- Applying logical functions such as IF, AND, OR
- Creating dynamic formulas using named ranges and cell references
- Understanding and using MAX, MIN, and other statistical functions
- Auditing and troubleshooting formula errors
Pivot Tables & Dashboards
- Building and customizing pivot tables to summarize data
- Creating calculated fields and grouping data in pivot tables
- Inserting pivot charts to visualize summaries
- Designing interactive dashboards with slicers and timelines
- Linking multiple pivot tables for unified reports
- Using Excel Tables for dynamic data management
- Combining pivot tables and charts for executive dashboards
Data Formatting & Preparation
- Applying basic formatting for readability (alignment, number formats, styles)
- Using conditional formatting to highlight trends and anomalies
- Building advanced formatting rules using formulas
- Cleaning and preparing raw data for analysis
- Creating and customizing data templates for repeat use
- Leveraging data validation to control user input
- Structuring large datasets with freeze panes, filters, and sorting tools
Advanced Analysis & Business Intelligence
- Using Power Query to import and transform external data
- Modeling data with Power Pivot and DAX formulas
- Forecasting trends using Excel’s built-in tools (e.g., Forecast Sheet)
- Creating KPI visualizations and metrics
- Automating tasks with macros and VBA (if included in advanced training)
- Integrating Excel with Power BI or other tools for broader reporting
- Leveraging scenario analysis tools like Goal Seek and Data Tables
Data Visualization & Charting
- Creating impactful charts (bar, line, pie, combo)
- Customizing chart elements (legends, axes, colors)
- Choosing the right chart type for the message
- Using sparklines and in-cell visualizations
- Enhancing dashboards with chart-based storytelling
- Applying best practices in data visualization
- Automating chart updates with dynamic ranges
Who Is Microsoft Excel Training For?
Professionals Who Use Excel Without Formal Training
Many employees rely on Excel but have never received structured training, leaving them to figure things out as they go, often with inconsistent results.
- Learn shortcuts and structured approaches that save time and reduce errors
- Build confidence using formulas, templates, and formatting tools correctly
- Create clear, professional-looking spreadsheets and reports
- Eliminate guesswork with structured data entry and basic analysis techniques
- Use charts and basic pivot tables to turn information into insights
Operations & Supply Chain Professionals
For roles that require managing complex systems, forecasting demand, and optimizing resources, Excel is a critical tool for turning data into action.
- Build financial models to assess operational costs or inventory investments
- Use pivot tables and dashboards to track supply chain performance
- Apply forecasting tools for demand planning and stock control
- Clean and prepare raw data quickly using Power Query
- Visualize trends to support logistics and resource allocation decisions
Leaders and Analysts Who Need Clear, Actionable Reporting
For managers and analysts, Excel provides the structure and flexibility to make data-driven decisions and clearly communicate results.
- Create dynamic dashboards that update automatically as data changes
- Combine lookup functions and logic formulas for deeper analysis
- Design reports with charts and visuals tailored for stakeholders
- Build pivot tables to monitor KPIs and departmental performance
- Explore what-if scenarios to guide strategic planning and resource use
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Delivery Methods
We work with organizations to create a customized training solution, and we deliver the courses nationwide in a variety of formats. ERC delivers our Middle Management Training Series training in webinar format, at your organization, and at our training center in Ohio. Check out the full details of our delivery methods below.
Prior to training, ERC performs an assessment of your organization’s needs to recommend the right structure and content. Modules can be customized based on the needs of your organization and training participants.
Traditional Classroom Format
Our traditional classroom format can be delivered at your organization, a facility of your choice, or at ERC’s Training Center. This format is best suited for small groups with no more than 25 people per class.
Virtual Format
Our virtual format is delivered live and can accommodate larger groups.
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