Your manager wants to see you excel at Excel, but you have Excelphobia.

It's time to get fun, real-world practice gathering data, cleaning it up, and analyzing it to understand what your data is telling you. What better data to practice with than our own personal finances? Don't worry, sample data will be provided for class. For homework, you will download and practice with your own bank transactions.

Attend this 3-part workshop to harness essential Excel skills that you can take back to the office. You'll find ways to save money and perhaps make more money by improving your skills!

This course meets objectives of the Microsoft Office Specialist (MOS) Excel Associate and Excel Expert certification exams.

Part 1

Create and analyze a personal finance report

  • Examine the finished report

  • Create the pivot table report from categorized transactions

  • Analyze spending and make decisions

  • Identify what you'll need to create your report

Part 2

Export and prepare your bank transactions for reporting

  • Create your list of income and expense categories and subcategories

  • Export transactions from the bank and convert the text file to Excel

  • Use Excel features to filter, sort, categorize, and clean up your data

Part 3

Troubleshooting tips and best practices

  • Learn how to add new records to your list of transactions

  • Walk through common roadblocks and issues

  • Review best practices that will help you save time, increase accuracy, and reduce errors

This class is for you if you...

  • Spend money

  • Want to analyze your spending to see where you can reduce costs

  • Want to improve your professional Excel skills by practicing with data that is meaningful to you

  • Are preparing for the MOS Excel Associate or Expert certification exams

Prerequisite course

75 minutes

Your Instructor

Vickie Sokol Evans

Microsoft Certified Trainer

Vickie Sokol Evans is a globally recognized digital productivity instructor and comedic speaker who trains the world's smartest people how to use their technology to get better results in less time. Her clients include: Microsoft, The Gates Foundation, Stanford University, The New York Times, Starbucks, Amazon, UK's Parliament, and most notably Bill Gates' team, among many others. A Microsoft Certified Trainer with 25+ certifications and over 20 years' training experience on PC and Mac platforms, Vickie is founder of The Red Cape Company headquartered in Austin, Texas.