Surgent's Excel for Staff Level 3 - Build Reports and Analyze Data
Start Date
Friday, May 1 2026
Friday, May 1 2026
End Date
Tuesday, April 20 2027
Tuesday, April 20 2027
Credit Hours
2.00
2.00
Fields of Study
Computer Science
Computer Science
Type
Seminar
Seminar
Level
Intermediate
Intermediate
Member
$109.00
$109.00
Non-Member
$120.00
$120.00
Facility Location
Virtual Learning
Virtual Learning
Company
WEBIN
WEBIN
Vendor
Surgent McCoy CPE, LLC
Surgent McCoy CPE, LLC
Status
Self Study
Self Study
Description
This is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather, organize, and structure data, apply calculations to derive key metrics, and create professional-grade reports that are both visually appealing and actionable. The course emphasizes practical application, providing participants with guidance on Excel's advanced tools and functions. By mastering workflows and best practices, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally, participants will explore methods to validate and share their work, ensuring that reports are accurate, insightful, and easily communicated across teams. Whether you are tasked with preparing financial summaries, tracking performance metrics, or generating operational insights, this course will equip you with the tools to maximize Excel's potential, saving time and improving the quality of your outputs.
Designed For
Any Excel user that wants to maximize Excel's potential to build reports, saving time and improving the quality of your outputs
Objectives
- Apply Excel workflows to build efficient and accurate data reports
- Analyze data sets to calculate key performance metrics and insights
- Use Excel formatting tools to structure reports for clarity and professional presentation
Major Subjects
- The steps for creating professional and functional
- Best practices for compiling and cleaning data for accurate analysis
- Applying formulas and functions to calculate meaningful insights
- Strategies for using formatting tools to create
- Data accuracy verification and potential error troubleshooting
- Methods for distributing reports effectively within your organization
Prerequisites
Have intermediate knowledge of Microsoft Excel and have taken Excel for Staff Level 1 and 2 (or similar)