Excel for the Workplace: Data, Budgets, and Beyond

Course Overview

About the Course
Excel is more than a spreadsheet, it's a powerful tool for managing data, tracking budgets, and presenting results. In this hands-on course, you'll learn how to stay organized, make smarter decisions, and work more efficiently with Excel.

From employee rosters to department budgets and charts, you’ll explore practical features like sorting, formulas, formatting, and dashboards, all with real-world examples and reusable templates.

Taught by Staci Warne, a Microsoft Certified Trainer (MCT) and PMP with 25+ years of experience, this course blends expert guidance with real-world tips. Staci’s friendly, hands-on style makes learning Microsoft tools simple and effective.

Whether you're in admin, management, or project leadership, you’ll leave with essential Excel skills the modern workplace relies on.

Course Objective
By the end of this course, participants will be able to:

Organize, sort, and filter workplace data for clarity and decision-making

Create and customize budgets using formulas, tables, and formatting tools

Visualize data with charts, conditional formatting, and PivotTables

Use time-saving techniques like Flash Fill, AutoFill, AI and templates

Who is the Target Audience?
This course is ideal for:

Business professionals who want to use Excel more effectively for day-to-day tasks

Administrative staff managing schedules, rosters, and reports

Project coordinators and managers building budgets, timelines, and dashboards

Finance and operations team members tracking expenses and performance

Job seekers or career changers looking to enhance their Excel proficiency

Small business owners managing data, inventory, or customer info

Anyone ready to build confidence and speed in using Excel.

No prior advanced Excel experience required, just a basic familiarity with navigating spreadsheets.

Basic Knowledge
Participants should have a basic familiarity with navigating Excel, including opening files, selecting cells, and entering data. A general understanding of spreadsheet structure, such as rows, columns, and worksheets, is helpful. Comfort using a mouse and keyboard in a Windows or Microsoft 365 environment is also recommended. No advanced Excel skills are needed; this course is designed to build your confidence and expand your skills from any starting point.