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About The Event

While most HR professionals aren’t crunching huge sheets of complex transactions, they are using Excel to create trackers, reports, and visualizations of the business in real time. Being self-taught means you typically don’t know about the wide range of Excel functions and tools that can simplify your work. In this session, we’ll be focusing on a couple of areas: (1) creating bulletproof templates for your reports, (2) building calculations around text and dates you manage regularly, and (3) building simple Pivot Tables to create reports and drill deeper into the data you’re collecting. This session eliminates the guesswork, the repetitive data entry, and the headache of other users breaking your files.

Topics Include

  • Data Validation and Conditional Formatting for fine-tuned cell control
  • Calculating dates with TODAY, EDATE, NETWORKDAYS, and more
  • Adjusting text content with functions like LEFT, RIGHT, MID, TRIM, CONCAT, and Flash Fill
  • Finding relevant data with VLOOKUP
  • Reporting with Pivot Tables
  • Drilling into the data with Pivot Tables

Learning Objectives

  • Data Validation against existing lists
  • Data Validation against data types and date ranges
  • Conditional Formatting for range violations
  • Using TODAY to recalculate an entire spreadsheet
  • Calculating expirations and deadlines
  • Extracting relevant data with text-part functions
  • Stringing together multiple entries with concatenation
  • Finding matching values with VLOOKUP
  • Building simple Pivot Tables
  • Drilling into a Pivot Table

Who Should Attend

  • HR Professionals
  • Business Owners
  • Project Managers
  • Administrative Professionals
  • Team Leads

Bonus Handouts: How-to job aid: Excel Power Tools


Industries:

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Neil Malek

Neil Malek runs Knack Training, an Orlando, FL area software and professional development training company. He is a Microsoft Certified Trainer, Adobe Certified Instructor, and CompTIA Certified Technical Trainer with 20 years of working with individuals, small businesses, non-profits, and Fortune 500 companies to identify and close skill gaps. He specializes in customized, hands-on, live workshops.

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