Rady School of Management

Excel 1 Essentials: More Than a Foundation

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About the course

Get more out of Microsoft Excel® 2016: more productivity and better answers for greater success. This intermediate-level course brings together all the intensely useful knowledge you need: insights, techniques, tips, and shortcuts.

At this hands-on, you will learn to use Excel to successfully tackle financial forecasting, mortgage analysis, purchase order calculations, pro forma financials, capital budgeting and the effects of different economic scenarios on earnings.

Topics Covered:

  • Formatting: Customize the look and feel of your workbook, allowing you to draw attention to specific sections and making your content easier to view and understand
  • Absolute vs. Relative Cell References: a cell or a range of cells on a worksheet and can be used in a formula so that Excel can find the values or data that you want that formula to calculate
  • Filtering: Filter your Excel data if you only want to display records that meet certain criteria
  • Tables: Allow you to analyze your data in Excel quickly and easily
  • Sorting: Sort data by numbers, text such as alphabetical order, dates, colors, icons, or by a custom list.
  • Formulas and Functions: Allows all sorts of data analysis, from simple sums to standard deviation
  • Macros: Easily create automated tasks and custom logic
  • Solver / Goal Seek: find roots of a polynomial equation and a variety of other problems, even with multiple unknowns
  • Linking Spreadsheets: Establish links across multiple spreadsheets and workbooks to streamline data management
  • Present Value Applications and Finance Functions: Determine the value of a financial asset.
  • Charting: Communicate data graphically.
  • Conditional Formatting: Allows you to apply different formatting options, such as color, to a cell or cells based on the data entered.
  • Spark lines: Graphs that fit in one cell and give you information about the data
  • Sliders: Use a scroll bar or spin button to quickly enter or change a range of values.
  • Histograms: A specialized type of bar graph used to summarize groups of data.
  • Working with Text: Learn valuable formulas for working with text in Excel, Flash Fill

Who should attend

This course is designed for participants with intermediate skill level using Excel. Participants should be comfortable using Excel and have familiarity with its basic functions. This course is not for beginners or designed for people with no Excel experience.

Trust the experts

David Ravetch

David Ravetch has been a UCLA faculty member for over thirty years. He has won numerous teaching awards. He has been named Favorite Accounting Instructor, as voted by the accounting students, as well as, Most Recommended Instructor, as voted by students campus wide. In the spring of 1995, the Cal...


Course reviews

Excel Education with David Ravetch (with slides)