Overview

Seven Steps to Excel - Beyond Basics is an intermediate-level learning session designed to elevate your Excel skills beyond simple data entry and formatting. This webinar delves into powerful tools and functions that enable smarter data analysis, improved efficiency, and better decision-making.

Through seven structured steps, participants will explore features such as logical and lookup functions (e.g., IF, VLOOKUP, INDEX-MATCH), data validation, conditional formatting, pivot tables, and basic automation with Excel formulas and features. The session also introduces techniques for creating dynamic reports and interactive dashboards.

Ideal for those who are comfortable with the basics and ready to build real-world Excel skills, this session combines hands-on demonstrations with practical examples to help you become a more confident and capable Excel user.

Why you should Attend

Attending the Seven Steps to Excel - Beyond Basics webinar is the perfect opportunity to take your Excel skills to the next level. If you already know the basics but want to work more efficiently, solve complex problems, or gain a competitive edge in your academic or professional life, this session is for you.

Here’s why you should attend:

• Go Beyond the Basics: Learn intermediate-level tools like logical functions, VLOOKUP, pivot tables, and data validation that can transform how you work with data
  
• Boost Efficiency: Discover techniques and shortcuts that save time and reduce manual effort
  
• Improve Data Analysis Skills: Understand how to summarize, filter, and visualize data effectively for better decision-making
  
• Solve Real-World Problems: Gain practical knowledge through examples that reflect actual workplace challenges
  
• Build Confidence: Master features that many users overlook but are essential for advanced data handling and reporting
  
• Enhance Career Prospects: Employers highly value Excel proficiency-especially beyond basic use
  

This webinar is your next step toward becoming a more capable, confident, and data-savvy Excel user

Areas Covered in the Session

• Step 1 - DESIGN - Templates
• Step 2 - BUILD - Building Your Worksheet
• Step 3 - CALCULATIONS - Add Some Calculations + BONUS AI Formula Writing Tool
• Step 4 - FORMATTING -Make It Pretty for the End User. Make It easy To Understand
• Step 5 - REPORTING - Garbage In Garbage Out - What About PivotTables? + More AI in Excel for Data Analysis!
• Step 6 - PROTECTION - Learn Where The "Security Settings" Are Located
• Step 7 - MACROS - Automation

Who Will Benefit

• Administrative Professionals 
• Data Analysts 
• Project Managers 
• Accountants & Bookkeepers 
• Operations Managers
• HR & L&D Professionals 
• Anyone who uses Excel Regularly