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Microsoft Excel Training


Most supply chain logistics professionals use Microsoft Excel in their work. Yet most people in business have little or no formal training in Excel, meaning they’re overlooking many efficiencies, quality control mechanisms, and data analysis methods – among other things.  

Now, over the next year, CITT is offering a suite of seminars presented live but online for busy people like you. Each of these acclaimed seminars is taught by an expert instructor with content based on over 20 years of experience delivering Excel training and implementing feedback from working professionals. Regardless of your skill level, you’ll learn something valuable. And a recording of each seminar will be provided to the attendees - so you can go back and review what you've learned. 

Excel Training Sessions

Excel Tips, Tricks, and Techniques: July 16, 17, & 18, 2019

These three sessions will walk you through productivity-enhancing tactics in Excel, building from foundational tips into more advanced techniques that will allow you to customize Excel to your specific needs, calculations and more. Regardless of your skill level, you’ll learn something valuable. And a recording of each seminar will be provided to the attendees - so you can go back and review what you've learned. If you’ve never taken formal Excel training these are can’t-miss sessions that will provide you with immediately relevant skills. The three chapters will cover: 

Productivity Tips & Tricks; Formatting Essentials: July 16

  • Tips and tricks such as freezing panes, split windows, selecting cells with special characteristics, adding date and time stamps, the clipboard, and how to use these to increase productivity
  • Formatting techniques; including multiline column headings; custom date and number formats; and conditional formatting

Customizing Excel; Formula Building Essentials: July 17

  • Customizing Excel for your specific uses, including customizing the ribbon, the quick access toolbar and using templates to increase productivity
  • Use formula building tools, such as the formula tab, splitting and combining text strings, conditional calculations, VLOOKUPS and HLOOKUPS, and using the text to columns wizard

Three-dimensional Workbooks; Printing Essentials: July 18

  • Linking data from multiple workbooks; handling broken links; combining workbooks; and creating sum-through formulas and rolling reports
  • Expertly print data from Excel, including adjusting settings, using the camera feature to create report forms, and working with custom views

Register for the session of your choice, or all three days here

Excel: Beyond the Basics: September 24-26, 2019

If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2’s Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information.

Upon completing this course, you should be able to:

  • Identify and implement the best techniques to secure sensitive information in Excel workbooks and collaborate with other users to improve accuracy and efficiency
  • Create tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model
  • Import and link data into Excel from external sources – including text, Access, and SQL Server – and use advanced tools, such as Power Query and various cleanup tools to manipulate the data to meet specific needs
  • Use advanced functions, such as SUMPRODUCT, VLOOKUP, HLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV, and XIRR to create and audit complex formulas
  • Analyze worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables
  • Describe techniques used to create, manipulate, and customize charts for analyzing and communicating information

Register for the session of your choice, or all three days here

Excel: Data Magic: October 8-10, 2019

In this program, you will learn how to use automated data queries to link data from external databases into Excel and then transform this data into Data Models. From there, you will learn how to use Power Pivot and CUBE formulas to streamline the process of summarizing and reporting this data. You will also learn how to take advantage of advanced features such as Data Analysis Expressions, Key Performance Indicators, Hierarchies, and Dimensions to streamline your reporting processes. Further, you will learn how to create compelling visualizations of this summarized data to help your readers understand the true meaning behind the numbers. If you currently use PivotTables on a regular basis and want to take advantage of the powerful advanced reporting features available in Excel, then sign up today for this program. 

Upon completing this course, you should be able to:

  • Construct and manage links from external data sources into Excel for the automatic acquisition of data
  • Define, build, and manage Data Models and build PivotTables from these objects
  • Create PivotTables using Power Pivot, including PivotTables that summarize data from multiple data sources
  • Utilize Data Analysis Expressions and other tools to add calculations to PivotTables
  • Add features such as Key Performance Indicators, Dimensions, and Hierarchies to Power Pivotbased PivotTables
  • Create compelling visualizations of the data in your Power Pivot-based PivotTables using PivotCharts and Power View

Register for the session of your choice, or all three days here

Excel Tips, Tricks, and Techniques: February 25-27, 2020

Throughout the program, your instructor will reinforce key learning points with practical, real-world examples that will improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience in delivering spreadsheet training to accounting and financial professionals, which assures you of the relevance and usefulness of the information and guidance provided during the program. 

Upon completing this course, you should be able to:

  • Identify situations in which various Excel features can increase productivity and apply each of these techniques in context, such as Freeze Panes, Split Windows, selecting cells with special characteristics, AutoCorrect, the Office Clipboard, and Paste Special
  • Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
  • ustomize Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity
  • Utilize various formula building tools to create formulas more efficiently and create various types of formulas, including formulas to manipulate text and dates, formulas containing VLOOKUP and HLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
  • Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports
  • Implement procedures for producing Excel-based reports, including adjusting print settings, using the Camera

Excel Bootcamp: May 19-21 and May 26-28, 2020

If you are ready fo six days of intensive Excel training in a “laptop optional, laptop friendly” environment, then this course is for you. By using accounting-centric examples, developed for accountants, by accountants, Excel Boot Camp takes you through Excel from A to Z and shows you how to elevate your use of Excel to the next level. In addition to long-standing features in Excel such as lookup functions, the Camera tool, and formatting options, this program will highlight the number of recent improvements to Excel including additions to the function library, tables, a vastly improved charting engine, and an overhaul of PivotTable functionality. You will also learn various techniques for enhancing, not only your efficiency, but also your effectiveness, when working with Excel by taking advantage of a wide variety of “power features” to assist you in creating accurate spreadsheets in a fraction of the time previously required.

Upon completing this course, you should be able to:

  • Implement various tips, tricks, and techniques in Excel to address issues, such as formatting, AutoCorrect, handling dates and times, and selecting cells with special characteristics
  • Utilize Excel’s formula-building tools
  • Identify how and when Excel’s table feature should be used
  • Create and audit complex formulas, including those containing arrays and SUMIFS, VLOOKUP, HLOOKUP, INDEX, and MATCH functions
  • List and apply various techniques for securing Excel workbooks
  • Create charts in Excel that captivate audiences and communicate messages effectively
  • List the six components of PivotTables and create PivotTables, including PivotTables that perform user-defined calculations
  • Implement Excel’s Camera function to assist in creating custom reports
  • Utilize Excel’s Macro Recorder tool to create simple, yet very useful, macros that you can put to work right away

Register for the dates of your choice - or the full six-day session here




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