Discover the tools you will use for effective data management in Excel® and a guide on how to use these tools.
Let's face it, using Microsoft® Excel® can get complicated really fast when you start adding large amounts of data. Think about what happens when you add data from multiple sources and none of them have the same data fields. A simple list of items can turn into a nightmare once you try to find individual items or do comparisons. This training will show best practices for using PivotTables, charts, and just ordinary plain lists and columns. You will learn the most common keyboard shortcuts, as well as common functions and formulas.
More Program Information
Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Down to Basics - Design the Spreadsheet
- Who's Your Audience?
- What Data Are You Wanting to Communicate?
- Rows and Columns
- Worksheets
- Absolute vs. Relative Cells
Formatting
- Shortcuts
- Conditional
- Cell Formats, Numbers, Text, etc.
- Cell Comments
Tables
Templates
Security
- Protect or Not Protect
Sort and Filter
Formulas/Functions
- Trace Precedents/Trace Dependents
- VLOOKUP
- Difference Between TODAY and NOW
- COUNT and COUNTIF
- Data Validation
- CONCATENATE (Text to Columns)
- TRIM
- UPPER/LOWER/PROPER
- IF/THEN
- AND/OR
- NOT
- INDEX and MATCH
- Duplicates
PivotTables/PivotCharts
To Macro or Not to Macro
More Program Information
Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on October 30, 2020.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
More Program Information
Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty

Jill A. Trehearne
FatDAWGS.com
- Over 20 years in the IT industry, including 8 years working at Microsoft® Corporation as a support engineer and content lead
- President of FatDAWGS.com
- Windows® system engineer for various other companies including a major health provider group
- Experienced working on multiple Six Sigma Green Belt projects while at Microsoft®
- As part of a Green Belt team won the Microsoft® Excellence in Business Award
- As content lead, wrote technical support articles for Office® and Microsoft® Home products
- Through FatDAWGS.com, along with Jay Carlson, co-wrote OfficeFest 2007, a self-published series of training modules that includes “Using Microsoft® Excel® for Financial Analysis”, “Microsoft® Excel® PivotTables and Charts”, as well as “Visual Basic for Applications in Microsoft® Excel® 2007”
- Develops and designs websites, designs iPhone graphics, co-develops Commercial SQL solutions
- Associates degree in applied sciences – graphic design, Illinois Central College; continuing education with University of Maryland, Europe Division, and various certificates of learning while on the job
More Program Information
Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- Live Webinars
- OnDemand Webinars
- MP3 Downloads
- Course Manuals
- Audio Recordings*
- Executive Reports
- White Papers and Articles
- Sponsored Live Webinars
Additional benefits include:
- State Specific Credit Tracker
- Members Only Newsletter
- All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
Access to all training products for one year
$699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.