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Intermediate Excel: Next Steps

  • Intermediate
  • 18 and older
  • $65
  • 225 Bush St, San Francisco, CA
  • 3 hours

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  • $65
  • GA San Francisco @ 225 Bush St 5th Fl East Entrance, San Francisco, CA 94104
  • 3 hours

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Class Description

Description

What you'll learn in this excel class:

The wellbeing of our employees, students, clients, instructors, and guests is our number one priority here at General Assembly. We are monitoring the Coronavirus situation very carefully and will be adjusting delivery of our programs.

Due to the current health concerns in the greater San Francisco area, all GA short-form (one day) classes, workshops and bootcamps will temporarily be held online - including this one.

Registered students will be notified 24 hours in advance of this program with information on how to log in to the Zoom Meeting Room and Slack messaging apps. Registration for this class will close 24 hours prior to class start in order to allow all students ample opportunity to have the technology enabled.

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Go beyond the basics of Excel to learn some of the more advanced features of Excel. This is an interactive class, designed to improve your all-around Excel skills.


The ability to analyze and present data is a powerful skill that helps you make better decisions and effectively present information. In this workshop, you’ll have the opportunity to advance your analytical tools by learning some of the more advanced functions in excel by working through a raw dataset. You will also learn how to present your information in an easy-to-see format with charts that will help translate data into actionable information.


The workshop is designed to have an overall understanding of how to use aggregate functions, pivot tables, pivot charts, slicers and other methods to summarize data and create meaningful reports. We will apply conditional formatting with color and bars to our datasets in order to quickly highlight specific characteristics and create a dynamic dashboard to communicate data narratives. Finally, we will create a macro button to process a command.


Takeaways

  • Use more advanced functions with your dataset like Index Match, nested If statements, pivot tables, pivot charts, slicers, and more
  • How to build charts to effectively present visual information
  • Build your own data dashboard using industry best practices
  • Apply visual design principles to your dashboard to present your findings clearly
  • Understand dynamic data and use macros to automate processes

Prerequisite: Students should have a broad familiarity with Excel, including some of the functions covered in our Excel at Excel: Getting Down the Basics. You should have a basic understanding of creating formulas and how cells are referenced by rows and columns within Excel.


Required Materials: Please bring a laptop with Microsoft Office installed either on PC or Mac. Note that while there may be differences in how Microsoft show certain functions in their menus across the different versions, all functions referred to in the course should be available no matter which version you are using. The instructor will be using a PC.


Instructions for setting up the Developer tab for Macros:

  • PC: File > Options > Customize Ribbon > check "Developer"
  • Mac: Excel > Preferences > View > in Ribbon > check "Developer tab"

This is an interactive class, and your participation and questions are encouraged.


  • You will need access to a laptop or computer with a working webcam and microphone as well as a strong internet connection.
  • This course will occur completely online using Zoom and Slack.
  • Course set up information will be emailed to all students signed up around 24 hours before (and again an hour before) your course launches.
  • Each individual course participant must have purchased a ticket
School Notes:
For students enrolling in 12 week part time and immersive classes, it is not recommended that you book more than one class simultaneously.

Refund Policy

If you can't make it to a class/workshop, please email us at [email protected] at least 7 days before the scheduled event date. No refunds will be given after this timeframe.


In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

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