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?

Hands down Katie’s delivery style is just one that I think resonates with just about anybody. I think she has a way of giving real world examples, which is really great because everybody can draw their own experiences and apply it
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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