Microsoft Excel Courses
We offer a wide range of live online and in-person Excel courses. Pick the one that's right for you, or contact us to design your own!
Choose Your Delivery Style
Our live Excel classes are flexible and accommodating. Choose the option that best suits your delivery needs.
LIVE Online Excel Courses
Our Excel courses are live and fully interactive. Speak with the Instructor at any time during the course or use the Chat and Q&A features. Each course is 3 ½ hours in length and includes a PDF reference manual and 30 days of technical support. Learn more about our online courses.
Course 1A: Getting Started
If you’re new to Excel or have never created your own Excel file, this course is for you. We look at entering data, formatting cells and sheets, saving and printing your work.
General Information
- Course duration is 3.5 hours
- This is a LIVE online course (all you need is a computer and internet access)
- PDF course reference manual and 30 days of technical support included
- Price is $ 109 per person
Dates & Times
Tue May 4 (9am to 12:30pm)
Wed Jun 2 (1:30pm to 5pm)
Mon Jul 12 (9am to 12:30pm)
Thu Aug 5 (1:30pm to 5pm)
Course hours are EST (Eastern Standard Time). Our Instructors are located in Toronto, Canada.
Course Topics
Entering Data
– Entering Text and Numbers
– Entering & Working with Dates
– Selecting Cells
– Understanding Cell Pointer Icons
– Cut, Copy, Paste and Fill Basics
Formatting Cells
– Horizontal Cell Alignment
– Formatting Numbers
– Using Format Cells
– The Format Painter
– Cancel vs Undo
– Delete and Clear Options
Sheet Tasks
– Column Widths / Row Heights
– Insert / Delete Columns and Rows
– Add, Rename, Delete, Move Sheets
– Zooming In and Out
– Printing and Basic Print Settings
– Saving, Open, New, Close
After taking this course, the next step is Course 1B: Basic Formulas.
Course 1B: Basic Formulas
All the formula essentials are covered in this course: operators, the order of operations, using built-in functions, and understanding relative vs. absolute cell referencing.
General Information
- Course duration is 3.5 hours
- This is a LIVE online course (all you need is a computer and internet access)
- PDF course reference manual and 30 days of technical support included
- Price is $ 109 per person
Dates & Times
Thu May 6 (9am to 12:30pm)
Fri Jun 4 (1:30pm to 5pm)
Wed Jul 14 (9am to 12:30pm)
Mon Aug 9 (1:30pm to 5pm)
Course hours are EST (Eastern Standard Time). Our Instructors are located in Toronto, Canada.
Course Topics
Take this course if you feel comfortable with the basics in Excel (Course 1A), but have little or no experience creating formulas.
Formulas / Functions
– Entering a basic formula
– Operators & order of operations
– General Use of Excel Functions
– Using these Functions:
– Sum, Average, Max, Min
– Count, CountA, CountBlank
– Round, Today, Now
Absolutes ‐ $
– What is a Relative Reference?
– What is an Absolute Reference?
– Using Full Absolutes
– Using Partial Absolutes
Trouble Shooting / Tips
– Display Formulas
– Editing and Finding Formulas
– Errors & Error Checking
Course 2A: Intermediate Topics
Conditional Formatting and Data Validation are features so widely used today that knowing how they work is essential. We also look at some useful sheet tips & features.
General Information
- Course duration is 3.5 hours
- This is a LIVE online course (all you need is a computer and internet access)
- PDF course reference manual and 30 days of technical support included
- Price is $ 109 per person
Dates & Times
Fri May 7 (1:30pm to 5pm)
Tue Jun 8 (9am to 12:30pm)
Mon Jul 12 (1:30pm to 5pm)
Wed Aug 11 (9am to 12:30pm)
Course hours are EST (Eastern Standard Time). Our Instructors are located in Toronto, Canada.
Course Topics
Conditional Formatting
– Highlight cell rules
– Top/bottom rules
– Data bars, color scales, icon sets
– Using manage rules
– Clearing rules
– Using formulas for a rule
Data Validation
– Set Values Allowed in Range
– Create Drop‐down Lists
– Information Messages
– Unacceptable Entry Messages
– Modifying Validation Settings
Working with Sheets
– Quick Navigation/Copy
– Using Group Mode
– Protect a Workbook
Course 2B: More Intermediate Topics
Learn three important and widely used features in Excel: working with a database, protecting data from being changed or erased and creating basic charts.
General Information
- Course duration is 3.5 hours
- This is a LIVE online course (all you need is a computer and internet access)
- PDF course reference manual and 30 days of technical support included
- Price is $ 109 per person
Dates & Times
Tue May 25 (1:30pm to 5pm)
Thu Jun 10 (9am to 12:30pm)
Wed Jul 14 (1:30pm to 5pm)
Fri Aug 13 (9am to 12:30pm)
Course hours are EST (Eastern Standard Time). Our Instructors are located in Toronto, Canada.
Course Topics
Basic Database Topics
– Valid Database Setup Rules
– Freeze Headings & Print Titles
– Using Sort and Custom Sort
– Using Filter
Protecting Sheet Data
– Locking/Unlocking Cells
– Protection Options
– Protect On/Off
– Forgot Your Password?
Chart Basics
– Insert a Chart
– Use the Chart Buttons
– The Chart Tools Tabs
– Move, Size and Print Charts
Course 3: Using IF & VLOOKUP
Learn how to effectively use the two most popular functions in Excel – IF and VLOOKUP. We also cover a feature called Range Names, which is incredibly useful with formulas.
General Information
- Course duration is 3.5 hours
- This is a LIVE online course (all you need is a computer and internet access)
- PDF course reference manual and 30 days of technical support included
- Price is $ 109 per person
Dates & Times
Fri Apr 16 (1:30pm to 5pm)
Wed May 12 (1:30pm to 5pm)
Mon Jun 14 (9am to 12:30pm)
Fri Jul 16 (1:30pm to 5pm)
Tue Aug 17 (9am to 12:30pm)
Course hours are EST (Eastern Standard Time). Our Instructors are located in Toronto, Canada.
Course Topics
The IF Function
– IF Arguments
– Using IF
– Nesting IF’s
– Multiple Conditions with AND/OR
– Conditional Formatting with IF
– The IFS Function (Excel 365/2019)
Range Names
– Why Use Range Names?
– Creating and Referencing a Range Name
– Go to a Range Name
– Edit and Delete a Range Name
The VLOOKUP Function
– What is VLOOKUP?
– VLOOKUP vs. HLOOKUP
– Using VLOOKUP
– Approximate & Exact Match
– IFNA with VLOOKUP
– What is the New XLOOKUP Function (Excel 365)?
Course 4: More Useful Formulas
Learn how to quickly produce results that are difficult or time‑consuming using other methods. We look at conditional functions, index match, xlookup and linking formulas.
General Information
- Course duration is 3.5 hours
- This is a LIVE online course (all you need is a computer and internet access)
- PDF course reference manual and 30 days of technical support included
- Price is $ 109 per person
Dates & Times
Mon Apr 19 (9am to 12:30pm)
Tue May 18 (9am to 12:30pm)
Wed Jun 16 (1:30pm to 5pm)
Tue Jul 20 (9am to 12:30pm)
Thu Aug 19 (1:30pm to 5pm)
Course hours are EST (Eastern Standard Time). Our Instructors are located in Toronto, Canada.
Course Topics
Conditional Functions
– The Subtotal Function
– SumIf / Sumifs
– CountIf / CountIfs
– AverageIf / AverageIfs
– MinIf / Maxif (Excel 365/2019)
Linking Formulas to Other Sheets
– Link Cell/Formulas/3D Formulas
Linking Formulas to Other Files
– Create Linking Formulas
– Edit Links Dialog Box
– Finding Links in a File
Using INDEX MATCH & XLOOKUP
-INDEX MATCH & INDEX MATCH MATCH
-Using XLOOKUP (365)
-Using MATCH with VLOOKUP
-Using XMATCH (365)
-What’s Better: VLOOKUP, INDEX MATCH or XLOOKUP?
(Knowledge of VLOOKUP required)
Course 5: PivotTables Part 1
Learn how to produce meaningful reports quickly and easily by leveraging PivotTables. By the end of this session you will feel confident building PivotTables in Excel.
General Information
- Course duration is 3.5 hours
- This is a LIVE online course (all you need is a computer and internet access)
- PDF course reference manual and 30 days of technical support included
- Price is $ 109 per person
Dates & Times
Thu Apr 22 (9am to 12:30pm)
Tue May 18 (1:30pm to 5pm)
Fri Jun 18 (9am to 12:30pm)
Tue Jul 13 (1:30pm to 5pm)
Wed Aug 11 (1:30pm to 5pm)
Course hours are EST (Eastern Standard Time). Our Instructors are located in Toronto, Canada.
Course Topics
Create and Format a Table
– Valid Database Setup
– Create a Table
– Dynamic vs Static Ranges
– Tables with VLOOKUP, Data Validation & Charts
Get Started with a PivotTable
– What is a PivotTable?
– Creating a PivotTable
– Inside/Outside a PivotTable
– Adding Columns, Rows, Values and Filters Fields
– Moving & Removing Fields
– Applying Formatting
Working with a PivotTable
– Edit PivotTable Data
– Expand / Collapse
– Changing Report Layout
– Hide/Show/Modify Subtotals
– Hide/Show Grand Totals
– Sorting and Manual Sort
– Filtering Labels & Values
– Field Settings
– PivotTable Options
– Refresh Data
– Changing the Summary Function
– Percent, Running Totals, Ranking, etc.
Course 6: PivotTables Part 2
Once you’ve learned the basics, it’s time to see what a PivotTable can really do! Produce reports that output exactly what you need with visuals that will impress any reader.
General Information
- Course duration is 3.5 hours
- This is a LIVE online course (all you need is a computer and internet access)
- PDF course reference manual and 30 days of technical support included
- Price is $ 109 per person
Dates & Times
Mon Apr 26 (1:30pm to 5pm)
Tue May 25 (9am to 12:30pm)
Tue Jun 22 (1:30pm to 5pm)
Fri Jul 16 (9am to 12:30pm)
Tue Aug 17 (1:30pm to 5pm)
Course hours are EST (Eastern Standard Time). Our Instructors are located in Toronto, Canada.
Course Topics
Intermediate Topics
– How to Add Filter Pages
– Show Details (Drill Downs)
– Grouping Dates & Numbers
– Creating Custom Groups
– Printing Options
– Creating and Using Styles
– Defer Layout
– Creating PivotCharts
– Using Slicers & Timelines
– Setting PivotTable Default Options
– Conditional Formatting in a PivotTable
Advanced Topics
– Understanding the PivotCache
– Adding Calculated Fields
– Adding Calculated Items
– Create a Basic Dashboard
– Using GetPivotData
(Knowledge of PivotTables Part 1 is required for this course)
Course 7: Introduction to Macros
Understanding macros will make you far more efficient. We start with the basics (recording, edit & saving) and then we’ll get you started in the visual basic programming language.
General Information
- Course duration is 3.5 hours
- This is a LIVE online course (all you need is a computer and internet access)
- PDF course reference manual and 30 days of technical support included
- Price is $ 109 per person
Dates & Times
Mon Apr 19 (1:30pm to 5pm)
Fri May 14 (9am to 12:30pm)
Thu Jun 10 (1:30pm to 5pm)
Tue Jul 20 (1:30pm to 5pm)
Thu Aug 19 (9am to 12:30pm)
Course hours are EST (Eastern Standard Time). Our Instructors are located in Toronto, Canada.
Course Topics
Recording Macros
– What is a Macro?
– Recording & Playing a macro
– Using Relative Referencing
– Workbook vs Personal Workbook
– Buttons & Illustrations to Run Macros
– Adding Macros to the QAT or Ribbon
– Saving and Opening Files with Macros
– Understanding the Personal Macro Workbook File
Introduction to VBA
– What is Visual Basic?
– Working in the VBA Editor
– Editing Recorded Macros
– Creating Macros that Cannot be Recorded
– Creating Macros that are Triggered by Events
Using the Following in VBA:
– With & End With
– Show Message Boxes
– Add Comments
– The IF Statement
– The Range Object
– Intersect
– Exit a Procedure
Course 8: Time-Saving Shortcuts
Getting the job done efficiently is everyone’s goal. This course will dramatically improve your productivity by showing you the useful time‑saving features that are hidden in plain sight.
General Information
- Course duration is 3.5 hours
- This is a LIVE online course (all you need is a computer and internet access)
- PDF course reference manual and 30 days of technical support included
- Price is $ 109 per person
Dates & Times
Wed Apr 28 (9am to 12:30pm)
Thu May 20 (1:30pm to 5pm)
Tue Jun 22 (9am to 12:30pm)
Mon Jul 26 (1:30pm to 5pm)
Fri Aug 27 (9am to 12:30pm)
Course hours are EST (Eastern Standard Time). Our Instructors are located in Toronto, Canada.
Course Topics
Course 9: Cleaning Up Imported Data
Using Excel to report on data that has come from another program often involves fixing that data first. This course looks at the best ways to ‘clean up’ your imported data.
General Information
- Course duration is 3.5 hours
- This is a LIVE online course (all you need is a computer and internet access)
- PDF course reference manual and 30 days of technical support included
- Price is $ 109 per person
Dates & Times
Mon May 31 (1:30pm to 5pm)
Thu Jul 22 (9am to 12:30pm)
Course hours are EST (Eastern Standard Time). Our Instructors are located in Toronto, Canada.
Course Topics
Import & Fix Text Files
– Import .CSV, .TXT, .PRN
– The Text Import Wizard
– Fix Bad Dates and Bad Numbers
– Transpose
– Finding Duplicates
Splitting Data
– Using Flash Fill to Split Columns
– Using Text to Columns
Concatenating
– Combining Cell Contents
– Combining Different Data Types
Use Text Functions to Fix Data
– Left / Mid / Right
– Len / Search / Trim / Text / Clean
– Lower / Upper / Proper
– Value / NumberValue
– Substitute
Course 10: More Data Features
This course looks at three great features in Excel that will help you quickly and easily manipulate sheet data to display the results you need (advanced filter, grouping and consolidate).
General Information
- Course duration is 3.5 hours
- This is a LIVE online course (all you need is a computer and internet access)
- PDF course reference manual and 30 days of technical support included
- Price is $ 109 per person
Dates & Times
Wed May 19 (9am to 12:30pm)
Fri Jul 30 (1:30pm to 5pm)
Course hours are EST (Eastern Standard Time). Our Instructors are located in Toronto, Canada.
Course Topics
Advanced Filter
– Filter vs. Advanced Filter
– The 3 Ranges
– Simple and Formula‐based Criteria
– Running the Filter
– Using OR Conditions
– Using Range Names
– Copy Unique Records
(You should already be familiar with the regular Filter feature.)
Creating Groups & Subtotals
– Using Auto Outline
– Manually Creating Groups
– Collapse and Expand
– Hide/Show Outline Symbols
– Adding Subtotals
– Subtotal Options
– Removing Subtotals
Data Consolidation
– Consolidate by Position
– Consolidate by Category
Course 11: Dynamic Arrays (365)
The new Calculation Engine now available to all Excel 365 subscribers is by far the biggest change ever made to Excel formulas. Dynamic Arrays allow you to quickly and easily produce results that were difficult or time-consuming using the old-style formulas (now referred to as Legacy Formulas).
General Information
- Course duration is 3.5 hours
- This is a LIVE online course (all you need is a computer and internet access)
- PDF course reference manual and 30 days of technical support included
- Price is $ 109 per person
Dates & Times
Thu May 6 (1:30pm to 5pm)
Wed Jul 28 (9am to 12:30pm)
Course hours are EST (Eastern Standard Time). Our Instructors are located in Toronto, Canada.
Course Topics
This course is for intermediate and advanced Excel users who are already familiar with basic formulas, relative and absolute cell referencing and functions such as SUM, COUNT, IF and VLOOKUP, etc.
Arrays
– What is an Array?
– Old CSE Arrays vs DA Arrays
– How to “Spill” a Formula
– The #SPILL! Error
– Implicit Intersection
– Compatibility with other Features
– Forward & Backward Compatibility
New Dynamic Array Functions
– Sort / SortBy
– Filter
– Unique
– Sequence
– RandArray
Existing Functions
– SUMPRODUCT vs SUM
– TRANSPOSE & FREQUENCY Now Easy
Course 12A: Advanced Formulas (365)
In this course we will show you how to use some of the advanced functions in Excel 365, including creating your own custom functions.
General Information
- Course duration is 3.5 hours
- This is a LIVE online course (all you need is a computer and internet access)
- PDF course reference manual and 30 days of technical support included
- Price is $ 109 per person
Dates & Times
Thu Jun 24 (9am to 12:30pm)
Wed Aug 25 (1:30pm to 5pm)
Course hours are EST (Eastern Standard Time). Our Instructors are located in Toronto, Canada.
Course Topics
This course is for Excel 365 users who are already familiar with basic and intermediate formulas and functions that we cover in Excel courses 1B, 3, and 4, as well as the concept of Dynamic Arrays covered in course 11.
Course 12B: Creating a Dashboard (365)
In this course we put together the formulas created in Course 12A, to create an interactive dashboard with Excel form controls.
General Information
- Course duration is 3.5 hours
- This is a LIVE online course (all you need is a computer and internet access)
- PDF course reference manual and 30 days of technical support included
- Price is $ 109 per person
Dates & Times
Mon Jun 28 (9am to 12:30pm)
Tue Aug 31 (1:30pm to 5pm)
Course hours are EST (Eastern Standard Time). Our Instructors are located in Toronto, Canada.
Course Topics
You must take Course 12A before taking this course. You should also be familiar with creating basic charts in Excel.
Private Training for Your Team
Private training is a course dedicated to your team only, on the date that works best for you. Choose any of our standard Excel courses or build your own custom course, with the topics you would like included.
Pick an Excel Course
You can select any of the 3.5 hour Excel courses listed on this page. $895 flat rate for up to 15 people.
Contact Us or Register to book the most convenient time for your team!
Build Your Own Course
“Build your own course” means you tell us what topics you would like included in your course.
Use our Master Topic List to select the topics you would like covered. $995 flat rate for up to 15 people for a 3.5 hour session.
Learn more about build your own courses.
Contact Us or Register to book the most convenient time for your team!
In-Person Team Training - at Your Office
In-Person private training is held at your office, in your company meeting room. Choose from one of 6 different 1-day courses or build a completely customized course for your team. For pricing information, please contact us.
Course 1: Creating Spreadsheets
Whether you’ve never touched Excel or been using it for years, this course starts from the beginning, filling in self-taught gaps along the way. You will learn many time-saving shortcuts that will make you far more efficient.
- Getting Started With Excel
- Entering Text, Numbers, Dates & Formulas
- Entering Formulas & Using Functions
- Using Number Formats
- Cell Alignment Options
- Columns & Rows
- Cut, Copy, Paste and Paste Special
- Using Fill
- Formatting (fonts, colours, borders, etc.)
- Zoom & Views
- Freeze Headings on Screen
- Files (Open, New, Save, Close)
- Printing
Contact Us or Register to book the most convenient time for your team!
Course 2: Expand Your Knowledge
Handle large datasets and display information graphically. Learn how to deal with multi-page spreadsheets, create automatic formatting based on changing data, and display information with beautiful charts and graphs.
- Setting Up a Database
- Sorting
- Filtering With AutoFilter
- Using Data Validation
- Conditional Formatting
- Custom Number Formats
- Multiple Sheets
- Multiple Windows
- Adding Cell Comments/Notes
- Basic Charts
Contact Us or Register to book the most convenient time for your team!
Course 3: Working With Formulas
Multiply your knowledge of formulas. By the end of the day, you will have the skill set to leverage Excel’s hundreds of built-in formulas/functions (such as IF and VLOOKUP) and handle almost any situation, simple or complex.
- Absolute Formulas
- Range Names in Formulas
- The IF Function
- Conditional Functions (SumIf, CountIf, etc.)
- The VLOOKUP Function
- Using INDEX MATCH
- Multiple Sheet/File Formulas
- Concatenating
- Protecting Formulas
- Mapping Formulas with Auditing
- Trouble Shooting Errors
Contact Us or Register to book the most convenient time for your team!
Course 4: Working With PivotTables
Learn how to use one of Excel’s most powerful – and most intimidating – features to make sense of large sets of data. You will also learn other techniques for building and managing an Excel database.
- Setting Up a Valid Database
- Create and Format a Table
- PivotTables Part 1 – Introduction Topics
- PivotTables Part 2 – Intermediate Topics
- PivotTables Part 3 – Advanced Topics
- PivotTables Part 4 – Expert Topics (if time permits)
Contact Us or Register to book the most convenient time for your team!
Course 5: Spreadsheet Management
Learn macros and control nearly any setting in Excel. Data topics covered include finding and showing duplicate data, grouping data for easy viewing and performing advanced filters not possible with the standard filter feature.
- Introduction to Macros
- Templates
- Setting Program Defaults
- Creating Groups & Adding Subtotals
- Customize the Ribbon
- Customize the Quick Access Toolbar
- Using Advanced Filter
- Hyperlinks
- Creating Custom Views
- Cell Styles, Themes, Fonts & Colours
- Managing Database Duplicates
- Importing & Fixing Text Files
Contact Us or Register to book the most convenient time for your team!
Excel 365: Dynamic Arrays
Learn how to use the new Calculation Engine, called Dynamic Arrays (available to all Excel 365 subscribers as of in July 2020). This is by far the biggest change ever made to Excel formulas and will allow you to easily produce results and reports.
- Overview of Arrays
- Dynamic Array Spill
- New Dynamic Array Functions
- Impact on Formulas
- Understanding Array Constants
- Interactive Reports Made Easy
Contact Us or Register to book the most convenient time for your team!
Build Your Own (Private In-Person)
Use our Master Topic List to select the topics you would like included in your course. Learn more.
Contact Us or Register to book the most convenient time for your team!
Excel YouTube Tutorials
How to Navigate a Database in Excel
How to Create a Quick Drop Down List in Excel
How to Select Ranges to Enter Data in Excel
How to Zoom In & Out in Excel
How to Select Multiple Ranges in Excel
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