Spreadsheet Fundamentals: Part 1

The most complete course to learn the basics of spreadsheet data analysis
3 live classes
90 mins each
1:1 office hours
Video recordings
and practice exercises

What you’ll learn

Fundamentals & lists

Build comfort in Excel/Sheets and save time dealing with lists of data.

  • Keyboard shortcuts
  • Linking and locking cell references
  • Text manipulation for easy list clean-up and maintenance
  • Remove duplicates, unique
  • Static filter, filter views, and sort
Intro to summarizing data

Learn to create effective data summaries

  • Summarizing data with sumifs and countifs
  • Summarizing data with pivot tables
  • Dynamic data filtering
  • Create dropdowns
  • Conditional formatting
Data analysis & presentation

Create more advanced data analysis and well-formatted summaries.

  • Formatting best practices for effective presentation of data
  • Summarize data by month to highlight trends
  • Introduction to lookups
  • Dynamic sort

Interested in a future training?

Our team members love Recalc training. It has become a favorite part of our ongoing professional development.
Recalc training is an innovative and practical way to acquire the skills needed for success in a PE environment. Katie tailored a curriculum for our portfolio company CFOs and they’ve seen immediate benefit.
Highly recommend classes with the Recalc Academy! I have taken several and find each to provide valuable and actionable insights I was immediately able to apply to my day-to-day work life. The extra office hours are such a wonderful perk to get more personalized and one-on-one training.

Frequently asked questions

Everything you need to know about the courses and billing.

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