Training & Education

Helping you need us less.

Customized Just For You

Whether you’re starting out or an experienced user, we offer trainings for all skill levels. We’ll work together to create a plan that works for you, whether that’s a tailored solution, or a standardized class like the ones below.

Entry Level

Excel for beginners. We cover the basics, from saving a file to setting up a spreadsheet and navigating through the features you’ll use most. We’ll equip you with what you need most to get going in Excel.

  • Basic formulas: sum, vlookup, index, row, npv, and on and on
  • Basic Navigation: shortcuts, formatting, file-management


Already familiar with Excel but need a little more? Start here, our team will guide you through formulas, visual representations of data, logic statements and all around ‘analysis’ work tools.

  • Spreadsheet Modeling: nested formula, data linking, report generation, dashboards, conditional formula, visualizations & charts


Do you have more experience in Excel than most? We’ll grow the gap. Learn advanced functions, data validation, troubleshooting, data manipulation, automation and more.

  • Automation
  • VBA Scripting
  • Macro Implementation
  • Auto-Emailing out of Excel

We understand that not everyone fits into a category, or even needs a broad lesson plan. Excel can take years to master, and you may only want to be an expert in a niche area. Our team will work with you to make a personalized plan that fits your needs. Contact us to get started.

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