Skills learned in this Excel Tips & Tricks course

  • Efficiently manage and navigate Excel workbooks to work efficiently
  • Master formatting and data visualization to create polished presentations
  • Use Excel formulas to intelligently handle data
  • Efficiently handle data using  lookup and sorting techniques in Excel
  • Unlock the power of tables and pivot tables to calculate and summarize data
  • Create professional charts and graphs in Excel to quickly visualize data

Excel tips & tricks course - Course Dates

All classes are led by a live instructor. Class times listed are Eastern time.

Excel tips & tricks course

Weekdays

Wed, Jun 10 2026

10:00 am to 5:00 pm

Live instructor-led class online
$295.00
Excel tips & tricks course

Weekdays

Wed, Aug 05 2026

10:00 am to 5:00 pm

Live instructor-led class online
$295.00
Excel tips & tricks course

Weekdays

Wed, Sep 30 2026

10:00 am to 5:00 pm

Live instructor-led class online
$295.00
Excel tips & tricks course

Weekdays

Wed, Nov 25 2026

10:00 am to 5:00 pm

Live instructor-led class online
$295.00
Excel tips & tricks course

Weekdays

Wed, Jan 20 2027

10:00 am to 5:00 pm

Live instructor-led class online
$295.00
Excel tips & tricks course

Weekdays

Wed, Mar 17 2027

10:00 am to 5:00 pm

Live instructor-led class online
$295.00

Excel tips & tricks course topics

Efficiently managing Excel workbooks

  • Navigate workbooks seamlessly with pro tips
  • Boost productivity with keyboard shortcuts
  • Tailor Excel to your workflow with easy customization
  • Safeguard your work with protected view
  • Enabling and using autorecover to keep files safe
  • Preserving documents in read-only format for enhanced security

Mastering Excel formatting and printing to create polished presentations

  • Tailor numbers with custom number formats
  • Present data more clearly with alternating row shading 
  • Using conditional formatting to automatically color and style data
  • Streamline styling with the format painter
  • Balance text and values for clear communication
  • Improve data organization with merged cells
  • Enhance visual appeal with styles mastery
  • Add consistent style with document themes
  • Print perfectly using swift printer setting adjustments

Using Excel formulas for intelligent data handling

  • Turbocharge formulas using autosum capabilities
  • Learn to use references including absolute and mixed references
  • Eliminate errors as you become an expert with formula display
  • Streamline data organization naming and structure for worksheets
  • Establish consistency with named constants
  • Learn to use lookups efficiently
  • Achieve clarity with rounded or precise numbers

Efficient data handling techniques in Excel

  •  Efficiently select cells 
  •  Automate data series with seamless and automatic range filling
  •  Transform data dynamically, with or without formulas
  •  Enhance data input using drop-down lists
  •  Visualize data patterns with conditional formatting
  •  Eliminate excess spaces for clean data
  •  Transpose data with ease
  •  Expedite data formatting with flash fill
  •  Find and report data effectively in reports
  • New GROUPBY and PIVOTBY functions
  • Advanced lookups and returns using DGET & FILTER

Unlocking the power of tables and pivot tables

  • Leverage formulas within tables for smart data analysis
  • Navigate data with tables for enhanced understanding
  • Identify data worthy of pivot tables for comprehensive insights
  • Optimize data analysis with pivot tables
  • Control pivot table cell references for precision
  • Master date grouping within pivot tables
  • Enhance pivot table clarity using slicers and timelines
  • Tables & Advanced table functions
  • Calculated Items & Fields
  • Summarize techniques

Creating professional charts and graphs in Excel

  •  Use charts to provide intuitive data representation
  •  Customize charts for maximum impact
  •  Streamline chart creation with templates
  •  Dynamically link chart text to cells for real-time updates
  •  Apply data labels to charts with effortless range selection
  •  Group charts and objects for organized presentations
  •  Capture dynamic range snapshots for visual appeal
  •  Seamlessly integrate images and artwork for rich visuals
  • In-line progress trackers and spark lines 

Excel course instructors

AGI instructors are Excel professionals and skilled teachers. You'll learn from a live Excel professional that brings years of experience that will help you learn Excel quickly and easily.

Grace
Grace

MS, Information Design

BA, Digital Communications

Adjunct Professor, St. Olaf

Shirley
Shirley

MLA, Harvard

MS, Bentley

BS, Bentley

Elizabeth
Elizabeth

BS, Finance

Teaching Assistant, Virginia Tech

Accounting & Finance Roles

Custom and private Excel classes

This Excel course is available as a private class. Curriculum can be customized for your specific needs. Excel classes can be delivered at your location, online, or in our classrooms. For more information, call 781-376-6044 to speak with a training consultant or contact us.

Who should attend this Excel course

This course is for those who have some experience with Excel and are looking to improve their efficiency. This course expects participants to have some previous experience in Excel, either self-taught or through previous training, such as the introductory level Excel course. This Excel course is useful for professionals across various job roles who work with data and want to optimize their Excel proficiency. Business analysts seeking advanced data analysis techniques, project managers aiming for efficient data presentation, and financial analysts requiring precision in financial modeling will find immense value. Human resources professionals managing data for decision-making, researchers handling large datasets, and marketing professionals creating impactful presentations will benefit from the diverse range of topics covered. Whether you're in finance, project management, marketing, or any field that involves data, this course equips you with the skills to excel in your role and stand out in today's competitive job market.

This course requires previous experience with Excel. Participants should be familiar with topics covered in the introductory Excel course, which can be gained through the course itself, or through your own experience using Excel.

Why attend this Excel course

This course helps you to unlock the full potential of Excel and transforms you into a highly efficient Excel user. Whether you are looking to build a strong foundation, or an experienced user aiming to refine your skills, this course offers a comprehensive exploration of Excel's essential capabilities for working efficiently. Learn to format data for maximum impact and use formulas that streamline data analysis. Discover efficient data handling techniques, unlock the power of tables and pivot tables, and configure charts and graphics with precision. You will leave with practical skills that can be immediately applied to enhance productivity and data presentation. Whether you’ve taken an Excel beginners class in the past, or learned Excel on your own, this course helps you to become more efficient and productive every time you use Excel.

We recommend that you have a Microsoft Excel license before starting this class. This can be part of the Office 365 license, or can be licensed individually from Microsoft. If attending this course in our classrooms, Excel and a computer are provided.

You will receive a comprehensive course manual for this class developed by the instructors at AGI. AGI instructors have created many of the official training guides and books for Microsoft, including official Excel curriculum.

You can attend this Excel class with a live instructor online or in-person. You can also schedule this as a corporate Excel training for your group or organization or as private Excel training.

Frequently Asked Questions for Excel tips & tricks course

Which Excel course covers Pivot tables and V LOOKUP?

You will learn Pivottables and VLOOKUP in the intermediate Excel course. These topics are covered in-depth with hands-on projects, and the ability to ask questions from a live instructor.

Available Delivery Methods For This Class

CLASSROOM
LIVE ONLINE
PRIVATE
MY LOCATION