Mastering Excel Lists and Databases: Essential Tips and Tools

OVERVIEW

Excel expertise goes beyond mastering functions and formulas—it encompasses the art of data management. This webinar focuses on unlocking Excel's full potential by delving into effective data management techniques, covering everything from worksheet setup to data entry and maintenance practices.

WHY PARTICIPATE?

While learning functions is crucial, managing databases in Excel is equally vital. This session, led by Excel expert Cathy Horwitz, empowers participants to navigate large datasets effortlessly, employing tools to enhance sorting, analysis, and automation through simple macros. Attendees will gain mastery in working with databases, making informed business decisions and optimizing Excel's capabilities.

LEARNING GOALS

1. Clever utilization of standard Excel functions for time-saving.
2. Easy methods for building and managing databases.
3. Importing databases from external sources.
4. Sorting and filtering techniques to identify business trends.
5. Data validation tips for accuracy assurance.
6. Transforming databases into PivotTables for comprehensive analysis.

AREAS ADDRESSED

1. Database creation in Excel.
2. Setup and navigation of databases.
3. Data validation and cleanup tools.
4. Sorting, multi-level sorting, auto-filter, and advanced filters.
5. Summarizing data through subtotal lists and function usage.
6. Data analysis using Pivot Tables.

WHO WILL BE BENEFITED?

1. Professionals in companies utilizing computer systems, including:
2. Business Owners
3. CEOs/CFOs/CTOs
4. Managers, Accountants, CPAs
5. IT Professionals, Auditors
6. Human Resource Personnel
7. Bookkeepers, Marketers
8. Mergers & Acquisitions Specialists
9. Controllers, Investment Analysts
10. Financial Consultants, Financial Analysts
11. Risk Managers, Strategic Planners
12. Business Analysts, Forecasting & Planning Personnel
13. Capital Expenditure Planners
14. Anyone dealing with substantial data
15. Regular users of Microsoft Excel aiming for enhanced efficiency and productivity.

ABOUT SPEAKER

Cathy teaches classes on the Microsoft suite of application software including Excel, PowerPoint, Word, Access, and Outlook.  Cathy has over 30 years of experience in the classroom and virtual training and has been an instructor of Microsoft Office since 1989. Cathy Horwitz believes that when your employees know the capabilities of the software they use, they will demonstrate improved productivity, will be more efficient, and will be able to problem-solve more easily. Her strengths include customizing classes based on the needs of individual students and providing realistic business examples to complement the training.  She is a high-energy trainer with a flair for training the Experienced student. She holds the Modern Classroom Certified Trainer certification from Logical Operations which prepares instructors for all aspects of delivering a course using the latest training technologies and approaches. When not teaching, Cathy enjoys shopping estate sales and refinishing mid-century furniture.