Excelling in Excel – Certification

CEU Approved

This program is valid for 6 PDC for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit shrmcertification.org. Training Doyens is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP.

Learn about the basic as well as the advanced features of Excel and become a power user. Be it working with large amounts of data, or building reports and summaries, this advanced excel certification helps you become proficient in Excel. And, if you are already a regular user, you can take your knowledge to the next level to become even more efficient and productive with this critically important tool.

Highlights:

• Understanding Vlookup, Hlookup, and other important features
• Advanced Pivot Tables
• Data visualization using Sparkline charts, Bar charts, Infographic-style charts and more
• Creating Excel dashboards
• Data entry shortcuts

Number of Webinars Included: 6 Webinars       Total Learning Hours: 10 Hours 15 Minutes
Requirements: Basic Excel knowledge                   Method: Online, anytime, any device

This certificate includes the below webinars:

01Excel - Pivot Tables 101

Audrey Halpern

Speaker: Mike Thomas
Duration: 90 Minutes
Level: Intermediate

Overview

Pivot Tables are one of the most powerful tools in Excel’s data analysis and Business Intelligence (BI) armory. With just a few clicks of the mouse (and no complicated formulas!) you can quickly and easily build reports and charts that summarize and analyze large amounts of raw data and help you to spot trends and get answers to the important questions on which you base your key business decisions.

Why should you attend

Learning how to create Pivot Tables is one of the must have skills for anyone who needs to use Excel to quickly build reports and summaries. This training will provide you with a solid foundation that you can use to build your own pivot tables and reports.

Areas covered in the session
  • What is a pivot table – a few examples of pivot tables
  • Creating a simple pivot table in 6 clicks
  • Sum, count and percent – how to change what is displayed
  • Making a pivot table report eye-catching appealing
  • Changing the layout of a pivot table
  • Displaying the data in a pivot table in alphabetical or numerical order
  • Using filters to display specific items in a pivot table
  • Grouping the data by month, year or quarter in a pivot table
  • Representing the pivot table data as a chart/graph
  • Best practices for updating a pivot table when the source data changes
Learning objectives

In this Microsoft Excel training, you'll learn 

  • How to create a pivot table report in just 6 clicks! 
  • How to change the layout and appearance of the report to make it inviting to read
  • How to display data in different ways, for example, sales grouped by month or top 10 customers and finally 
  • How to display the pivot table data as a chart/graph

02Excel Top 10 Functions and how to use them

Audrey Halpern

Speaker: Tom Fragale
Duration: 75 Minutes
Level: Intermediate

Overview

Learning how to use efficiently use Excel is so critical in many of today’s office jobs. Many people know the basics of Excel. This webinar will show you how to use some of the advanced functions of Excel to really help get the most out of your data be more efficient, and get the information that you are looking for.

Why should you attend

This webinar is for someone who uses Microsoft Excel on a regular basis, and wants to be more efficient in using the program, or who wants to get more out of it.

Areas covered in the session
  • IF, including the nested if, the AND, and the OR functions for more complicated If statements.
  • Vlookup
  • Hlookup
  • Sumif and Sumifs
  • Countif and Countifs
  • Averageif and averageifs
  • Match and Index
Learning objectives
  • Today, Networkdays, and other date functions
  • PMT and other financial functions

03Excel - Data Visualization and Infographics

Audrey Halpern

Speaker: Mike Thomas
Duration: 90 Minutes
Level: Intermediate

Overview

There is a saying, “a picture is worth a thousand words”. In Excel that means finding ways to represent numerical data pictorially so that your audience can quickly and easily understand it. It's often easier to look at a chart, a graph or something visual than to just look at a set of figures.

Why should you attend

Until a few years ago it was enough to take a set of numbers and create a bar chart or pie chart. Although in the right situation these traditional charts are still appropriate, things have moved on and we're constantly hearing words like Data Visualization and Infographic. It's time to get your Excel-related business and communication skills up to date and learn how to use it to present data in the modern world.

Areas covered in the session
  • Charting 101 - create a basic chart
  • From drab to fab - enhance and customize a basic chart
  • Combination charts - line and bar in a single chart
  • Dynamic charts - automate adding new data to a chart
  • Creating in-cell Sparkline charts
  • Creating infographics with Excel
  • Using Conditional Formatting to present data visually
  • 3D Map - presenting geographic data in a visual way
  • An introduction to the Power View add-in
Learning objectives

In this Microsoft Excel training you’ll learn how to create and enhance the appearance of traditional charts such as bar charts. You’ll also learn how to create Sparkline charts (really useful in dashboards), infographic-style charts and how to represent data in a visual way without using the charting features at all.

04VLOOKUP and Beyond in Microsoft Excel

Audrey Halpern

Speaker: Dennis Taylor
Duration: 90 Minutes
Level: Intermediate

Overview

Lookup formulas such as VLOOKUP allow you to return data from other locations in your spreadsheets without linking to individual worksheet cells. However, VLOOKUP can't always return the data that you need. 

In this webinar, Excel expert Dennis Taylor explores the nuances and limitations of VLOOKUP, helps you expand your use of this function, and then presents you with a handful of alternatives.

Why should you attend
  • Compare and contrast IFNA, IFERROR, and ISERROR, and see which versions of Microsoft Excel support these worksheet functions
  • Discover how to use wildcards and multiple criteria within lookup formulas
  • Don't be caught off-guard by the new IFNA function available to Excel 2013 users
  • Improve the integrity of spreadsheets with Excel's VLOOKUP function
  • Master the versatile SUMIF and SUMIFS functions
Areas covered in the session
  • Perform dual lookups, where you look across columns and down rows to cross reference the data you need
  • See how to arrange two worksheets from within the same workbook onscreen at the same time
  • See why the MATCH and INDEX combination is often superior to the VLOOKUP or HLOOKUP function
  • Uncover the limitations of VLOOKUP, along with alternatives
  • Use the SUMIFS function to sum value based on multiple criteria
Learning objectives
  • Understand how to use VLOOKUP to perform both exact and approximate matches
  • Use the MATCH function to overcome a data integrity risk with VLOOKUP
  • See how the SUMIF and SUMIFS functions can serve as alternatives to VLOOKUP

05Excel - Creating a KPI Dashboard for HR Professionals

Audrey Halpern

Speaker: Mike Thomas
Duration: 90 Minutes
Level: Intermediate

Overview

A dashboard is a critical tool in your communication armory and as with any communication tool, presentation is everything. Although there are many tools that can be used to create a dashboard, Excel is commonly used due to its power, its flexibility and the fact that most people have it installed on their computer.

Why should you attend

In this Microsoft Excel training, you'll learn how to create a stunning, interactive professional-looking dashboard using Excel. This training will provide you with a solid foundation that you can use to build your own dashboards and reports.

Areas covered in the session
  • Best practice for setting up data sources
  • Using Pivot Tables to summarize data
  • Visual communication using charts
  • Using formulas to create KPI summaries
  • Creating interactive filters with Slicers
  • Automating the dashboard with a simple macro
  • Using protection to prevent accidental changes
Learning objectives

This training focuses on what you need to know to create an interactive professional-looking dashboard using Excel. You'll learn how to: make the dashboard maintenance-free when new data becomes available; create the pivot tables needed to drive the dashboard; create great looking visuals; add interactivity using slicers; automate elements of the dashboard with a macro and protect the cells containing critical formulas.

06Excel - Become a Power User - Virtual Boot Camp (3 Hours)

Audrey Halpern

Speaker: Mike Thomas
Duration: 180 Minutes
Level: Intermediate

Overview

Search the web for the phrase "Power Users" and you'll probably find that it's defined as someone who has an intermediate-to-advanced knowledge of an application. That's what this training is about; showing you some "wow moments" and at the same time taking your knowledge of Excel to the next level and helping you become more productive.

This intensive 3-hour virtual boot camp is designed to help business professionals take advantage of the power of Pivot Tables and Power Pivot - two of Excel's most useful and powerful Business Intelligence and Data Analysis tools.

Why should you attend

As a basic-level user of Excel you'd love to reduce the number of "hair-tearing-out" moments. You'd love to be able to do things faster so you can go home on time. You'd love to be seen as an "Excel Hero" in your organization. As an added bonus, because Excel is so widely used across the globe, having good-to-excellent Excel skills means you'll be more marketable in today’s highly competitive job market!

Learning how to create Pivot Tables is one of the must have skills for anyone who needs to use Excel to quickly build reports and summaries. This training will provide you with a solid foundation that you can use to build your own Pivot Tables and reports.

Areas covered in the session

This is a 100% example-based comprehensive training with special focus on speed, automation and efficiency (the keys to becoming a power-user). Session highlights include…

  • Data entry shortcuts including Transpose, AutoFill and Flash Fill
  • Taking Find and Replace to the next level
  • Automating cell formatting with Conditional Formatting
  • Creating and managing dynamic ranges
  • Pivot Table Power Tips
  • Creating charts
  • Heat maps and other data visualizations
  • Using data across worksheets
  • Using protection to "bullet-proof" your spreadsheets
  • VLOOKUP and HLOOKUP functions
  • IF and other "Logic" functions
  • Creating a basic macro to automate a task
Learning objectives
  • You should attend this training if you need to use Excel to quickly build reports and summaries or if you simply want to learn how to create Pivot Tables to improve your knowledge of Excel.
  • You don't have to be proficient in the use of Excel to attend. If you can create basic worksheets and can copy and paste and apply basic formatting to cells, you’ll be able to follow along.

PURCHASE CERTIFICATION

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