Spreadsheet Fundamentals: Part 1The most complete course to learn the basics of spreadsheet data analysis
90 mins each
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.
How do the courses work?
Each course is taught over multiple highly-interactive Zoom-based classes. They are designed so you can follow along in your own spreadsheet and try out what you’re learning during the class. Participants can also attend individual office hours to help connect in-class concepts to their real work.
Can I arrange training for my team?
Yes, we primarily offer training for corporate and investment teams. Please contact us at firstname.lastname@example.org to discuss and schedule training for your team.
I am not part of a team. Can I still join training?
Yes, we offer training for individuals and we always have a few upcoming courses. Please visit our upcoming courses page or contact us at email@example.com.
I use Google Sheets. Can I still take this training?
Yes! We teach Excel and Google Sheets. And if you feel like you lost efficiency by moving from Excel to Google Sheets, we’re here to help! You’ll learn the shortcuts and formulas to help you save time and learn to love Sheets.
I use a Mac. Can I still take this training?
Yes! We teach PC and Mac users.
Can you tailor the content to my business?
Yes, we are happy to incorporate your company’s data or other examples that are relevant to your business to make it highly relatable and impactful for your team.
How much does training cost?
Please reach out to us at firstname.lastname@example.org for more information on courses and pricing.