Classroom Instructor Led Microsoft Excel Training 405-438-6287

Public Excel Classes

Our Public Excel Classes are held across Oklahoma City and are open to everyone. We provide you everything you need for the class, so all you need to do is dress comfortably and show up. In each class we will provide you with a full size training computer, Excel training file, Excel training binder, and a laminated Excel shortcut guide. We also offer all of our classes in a live online format for those that need the convenience of a live online training format.

Excel Introduction

Overview

This course is ideal for complete novices, those who have basic knowledge of Excel or are self-taught. The course will provide you with the skills you need to work quickly and produce functional and well formatted spreadsheets. This course is often used to benchmark Microsoft Excel skills and ensure a level of understanding for new hires at companies. Students will leave feeling confident about creating professional worksheets with the software and be able to navigate the interface intuitively and productively.

Price

$425 per Student

CPE Credits

8 CPE Credits

Prerequisites

Participants must have basic keyboard and mouse skills and be familiar with the Windows operating system.

Duration

1 Day

Class Outline
Getting Started with Excel
  • Working with the Excel Environment
  • Title Bar
  • Ribbon and Ribbon Tabs
  • Quick Access Toolbar
  • Worksheet Views
  • Backstage View
Cell Basics
  • Understanding Cells
  • Select a Cell
  • Select a Cell Range
  • Inserting Cell Content
  • Deleting Cell Content
  • Cutting & Pasting Cell Content
  • Drag and Drop Cells
  • Completing Series with Fill Handle
Modifying Columns, Rows, and Cells
  • Changing Column Width
  • Changing Row Height
  • Inserting & Deleting Columns and Rows
  • Hiding & Showing Columns and Rows
  • Wrapping Cell Text
  • Merging Cells
Formatting Cells
  • Font Type, Size, Color, and Decorations
  • Cell Borders and Fill Colors
  • Cell Alignment and Styles
Cell Formats
  • Number Formats
  • Percentage Formats
  • Date Formats
Tables
  • Tables Overview
  • Creating Tables
  • Adding & Removing Data
Pivot Tables
  • Pivot Tables Overview
  • Creating Pivot Tables
  • How Pivot Tables Work
  • Slicing and Dicing
Page Layout and Printing
  • Print Pane
  • Print Area
  • Page Orientation
  • Page Breaks
Intro to Formulas
  • Formulas Overview
  • Mathematical Operators
  • Cell References
  • Creating Formulas
  • Copying Formulas
Creating More Complex Formulas
  • Order of Operations
  • PEMDAS
Relative and Absolute Cell References
  • Relative References
  • Absolute References
  • Cell References Across Worksheets
Functions
  • Functions Overview
  • Parts of a Function
  • Function Arguments
  • Using Functions
  • Function Library
IF Function
  • IF Function Overview
  • IF Function Arguments
  • Using the IF Function
XLOOKUP Function
  • XLOOKUP Function Overview
  • XLOOKUP Function Arguments
  • Using the XLOOKUP Function
Charts
  • Charts Overview
  • Chart Components
  • Chart Layout and Styles

Not sure if this is the right class for you?

Excel Intermediate Part 1

Overview

Our 3 Excel Intermediate Classes are our most popular classes. This class is typically ideal for someone that has taken the Excel Introduction class or someone that has used Excel for a long-time without any formal training. Students who have used Excel for years are quite often surprised after taking this class on how much Excel they did not actually know and/or how there are much more efficient ways to accomplish their business tasks in Excel. After taking this class, we highly recommend you take the second part of this class which is Excel Intermediate Part 2.

Price

$425 per Student

CPE Credits

8 CPE Credits

Prerequisites

Participants must have basic knowledge of entering data, formatting and simple formulas. Participants should be familiar with the topics covered in the Excel Introduction class.

Duration

1 Day

Class Outline
Tables
  • Tables Overview
  • Table Structured Cell References
  • Table Styles
  • Table Options
  • Table Slicers
  • Converting Tables to Ranges
  • Removing Duplicate Rows
Range Names
  • Range Names Overview
  • Navigating Range Names
  • Creating Range Names
  • Creating Range Names in Bulk
  • Assigning Range Names
  • Using Range Names in Formulas
  • Managing Range Names
Functions Overview
  • Functions Overview
  • Functions vs Formulas
  • Why use Functions?
Date and Time Functions
  • NOW Function
  • TODAY Function
  • YEAR Function
  • MONTH Function
  • DATE Function
  • DAYS Function
Statistical Functions
  • SUM Function
  • AVERAGE Function
  • MIN Function
  • MAX Function
  • MEDIAN Function
  • COUNT Function
  • COUNTA Function
  • COUNTBLANK Function
Text Functions
  • CONCAT Function
  • PROPER Function
  • UPPER Function
  • LOWER Function
  • LEFT Function
  • RIGHT Function
  • MID Function
  • TRIM Function
  • LEN Function
  • FIND Function
  • SUBSTITUTE
Logical Functions
  • IF Function
  • IFS Function
  • Nested IFs Function
  • AND Function
  • OR Function
  • COUNTIF Function
  • COUNTIFS Function
  • SUMIF Function
  • SUMIFS Function
  • AVERAGEIF Function
  • AVERAGEIFS Function
Lookup Functions
  • XLOOKUP Function
  • VLOOKUP Function
  • HLOOKUP Function
  • INDEX Function
  • MATCH Function
Flash Fill
  • Using Flash Fill
  • Troubleshooting Flash Fill
  • Limitations of Flash Fill

    Not sure if this is the right class for you?

    Excel Intermediate Part 2

    Overview

    This is the second part of our Excel Intermediate classes, and it is focused on presenting and analyzing data using PivotTables. We cover PivotTables from the ground up teaching all the fundamental concepts. Then we go into more advanced topics like PivotTable calculations, PivotCharts, and integrating PivotTables and PivotCharts into robust dashboards. After taking this class, we highly recommend you take the third part of this class which is Excel Intermediate Part 3.

    Price

    $425 per Student

    CPE Credits

    8 CPE Credits

    Prerequisites

    For the best results, participants should be familiar with the topics covered in the Excel Introduction and Excel Intermediate Part 1 classes.

    Duration

    1 Day

    Class Outline
    PivotTable Fundamentals
    • Preparing the Data
    • Anatomy of a PivotTable
    • Slicing and Dicing with a PivotTable
    • Grouping Data
    • Sorting Data
    • Custom PivotTable Field Names
    • PivotTable Slicers
    • PivotCache
    • Refreshing Data
    PivotTable Calculations
    • Customize Subtotals
    • Showing Values as Calculations
    • Calculated Fields
    • Calculated Items
    PivotCharts
    • Creating a PivotChart
    • PivotChart Control Buttons
    • PivotChart and PivotTable Filters
    PivotChart with Slicers Dashboards
    • Example Dashboards
    • Key Components of Dashboard
    • Basic Steps to Create Dashboard
    • PivotTable Cache
    PivotChart with Slicers Dashboards Integrating Everything Together
    • Creating Dashboards
    • Creating Dashboards with Multiple Sheets
    • Utilizing Hyperlinks for Navigation
    • Utilizing Icons for Navigation
    • Drilling into Details of Dashboard Charts

    Not sure if this is the right class for you?

    Excel Intermediate Part 3

    Overview

    This is the third part of our three Excel Intermediate classes, and it is focused on data validation, conditional formatting, advanced charts, form controls, optimization with Solver and Goal Seek, and recorded Macros. You will learn the following:

     

    • How to control what users enter with Data Validation
    • How to dynamically change formatting based on the values of the data using Conditional Formatting
    • How to enrich the user experience by putting website like controls like scroll bars using Form Controls
    • How to optimize problems using Solver and Goal Seek
    • How to record Macros and execute recorded Macros
    Price

    $425 per Student

    CPE Credits

    8 CPE Credits

    Prerequisites

    For the best results, participants should be familiar with the topics covered in the Excel Introduction, Excel Intermediate Part 1, and Excel Intermediate Part 2 classes.

    Duration

    1 Day

    Class Outline
    Data Validation
    • Understanding Data Validation
    • Data Validation Rule Setting
    • Data Validation Tool Tips
    • Data Validation Custom Error Messages
    Conditional Formatting
    • Understanding Conditional Formatting
    • Highlight Cell Rules
    • Top/Bottom Rules
    • Data Bars
    • Color Scales
    • Icon Sets
    • Custom Rules
    • Advanced Rules based on Formulas
    • Creating a Schedule (Gantt Chart) using Conditional Formatting
    Advanced Charts
    • Waterfall Chart
    • Histogram Chart
    • Pareto Chart
    • Treemap Chart
    • Geography Filled Maps
    • 3D Geography Maps
    • Sparkline Cell Chart
    Form Controls
    • List Box
    • Spin Button
    • Check Box
    • Option Button
    • Scroll Bar
    • Radio Button
    Optimization & What If Analysis
    • Solver Overview
    • Framing the Problem
    • Setting Objective
    • Setting Constraints
    • Understanding Results
    • Goal Seek
    Recorded Macros
    • Macros Overview
    • Recording a Macro
    • Executing a Macro
    • Modifying a Macro
    • Running Macro from Button

    Not sure if this is the right class for you?

    Excel Financial Modeling

    Overview

    In this course we are going learn how to financially model a business using Excel. Financial models underpin strategic and business planning, solicitations for financing, budgeting and forecasting, business valuations, cash budgeting, capital budgeting, and so many other corporate finance purposes. In this course, we are going to concentrate on the preparation of a financial projection of the income statement, balance sheet and statement of cash flow. We will first model out very simple business models like running a lemonade stand and then will build out more complex business models.

    Price

    $595 per Student

    CPE Credits

    8 CPE Credits

    Prerequisites

    For the best results, participants should be familiar with the topics covered in the Excel Introduction, Excel Intermediate Part 1, and Excel Intermediate Part 2 classes. There is no previous finanical modeling experience required. We will cover the topics from the ground up.

    Duration

    1 Day

    Class Outline
    • How to build a working financial model
    • How to build a Three Statement Model
    • Discounted cash flow (DCF) valuation, including Free Cash Flow to the Firm and Free Cash Flow to Equity
    • Comparable Analysis
    • Advanced Excel functions and Data Analysis techniques

    Excel Power Query

    Overview

    Power Query is a data connection technology that comes with Excel that enables you to discover, connect, combine, and refine data sources to meet your analysis needs. Features in Power Query are available in Excel and Power BI Desktop. With Power Query you can search for data sources, make connections, and then shape that data (for example remove a column, change a data type, or merge tables) in ways that meet your needs. Once you’ve shaped your data, you can share your findings or use your query to create reports. This class is designed to teach Power Query from the ground up and assumes you have not used Power Query in the past. Once we have covered the foundational topics of Power Query, then we will move on to the Power Query M language (code) that is used to create queries in Power Query.

    Price

    $595 per Student

     

    CPE Credits

    8 CPE Credits

    Who this course is for
    • New to Power Query or never been formally trained in Power Query
    • Users who utilize often the VLOOKUP and INDEX/MATCH Functions
    • People performing Data Analytics in Excel, Power Pivot, Power BI, Tableau, Python, R
    • Business Intelligence Specialists using Excel, Tableau, Power Pivot, Power BI, Python, R
    • Data Analysts / Financial Analysts using Excel, Tableau, Power Pivot, Power BI, Python, R
    • If you or your team needs to fetch data from different sources and transform it so that it can be used in Excel for further analysis, then this course will help you master Power Query features from scratch
    • IT specialists who performs Extract Transform & Load (ETL) activities for business
    Duration

    1 Day

    Class Outline
    Power Suite Overview
    • What is Power Pivot, Power Query, Power View and Power Map
    • The Power Suite Workflow
    • Power Query Examples
    • Power Pivot Examples
    • Power View Examples
    Data Loading Options
    • Common Usage Patterns
    • Load to a Table
    • Load to a Pivot Table
    • Load to a Pivot Chart
    • Only Create Connection
    • Add to the Data Model
    Standard Transformations
    • Basic Data Transformations
    • Text Data Transformations
    • Number Data Transformations
    • Date Data Transformations
    Advanced Transformations
    • Indexes and Conditional Columns
    • Grouping and Summarizing Data
    • Transposing Data
    • Pivoting and UnPivoting Data
    Merging, Appending, and Updating Queries
    • Updating Workbook Queries
    • Combining Multiple Queries
    • Appending Queries
    • Utilizing a Folder of Data Files

     

    Custom Columns
    • Columns From Examples
    • Custom Columns
    M Language and Advanced Query Editor Concepts
    • M Language Overview
    • Parameters in Power Query
    • Maintaining Parameters
    • Custom M Function Overview
    • Custom M Functions with Parameters
    • Custom M Functions using Advanced Editor
    Query Organization and Dependencies
    • Grouping Queries
    • Query Dependency View

    Power Pivot and DAX

    Overview

    You will be learning in-detail about all the techniques of Power Pivot of excel and what are its usages & benefits. This course will help you to know how Power Pivot  will help to analyze the comprehensive data to make timely business decisions. This class is ideal for Excel users that want to pull data into Excel using Power Query and summarize and analyze the data in Power Pivot. 

    Price

    $595 per Student

     

    CPE Credits

    8 CPE Credits

    Prerequisites

    For the best results, participants should be familiar with the topics covered in the Excel Introduction, Excel Intermediate Part 1, and Excel Intermediate Part 2 classes.

    Duration

    1 Day

    Class Outline
    Power Suite Overview
    • What is Power Pivot, Power Query, Power View and Power Map
    • The Power Suite Workflow
    • Power Query Examples
    • Power Pivot Examples
    • Power View Examples
    Data Modeling
    • Introduction
    • Understanding Excel’s Data Model
    • Data View versus Diagram View
    • Database Normalization
    • Data Tables versus Lookup Tables
    • Relationships versus Merged Tables
    • Creating Table Relationships
    • Updating Table Relationships
    • Active versus Inactive Relationships
    • Relationship Cardinality
    • Connecting Multiple Data Tables
    • Data Filter Direction
    • Hiding Fields from Client Tools
    • Defining Hierarchies
    Power Pivot and DAX
    • Introduction
    • Creating a Power Pivot Table
    • Power Pivots versus Normal Pivots
    • Data Analysis Expression (DAX) Overview
    • Calculated Columns
    • DAX Measures
    • Creating Implicit Measures
    • Creating Explicit Measures (AutoSum)
    • Creating Explicit Measures (Power Pivot)
    • Filter Context
    • Measure Calculation Steps
    • Dimensions vs Measures
    • Best Practices
    Popular DAX Functions
    • Introduction
    • DAX Formula Syntax and Operators
    • Common DAX Function Categories
    • Basic Math and Statistical Functions
    • COUNT, COUNTA, DISTINCTCOUNT, and COUNTROWS Functions
    • Logical Functions: IF, AND, OR
    • SWITCH Function
    • Text Functions: LEN, CONCATENATE, UPPER, LOWER, PROPER, LEFT, MID, RIGHT, SEARCH, SUBSTITUTE
    • CALCULATE Function
    • Adding Filter Context with FILTER
    • Removing Filter Context with ALL
    • Joining Data with RELATED Function
    • Iterator (“X”) Functions: SUMX
    • Iterator (“X”) Functions: RANKX
    • Date and Time Functions
    • Time Intelligence Formulas
    • Speed and Performance Factors
    • DAX Best Practices

      Excel VBA Macro Programming

      Overview

      Visual Basic for Applications is the integrated programming language used in Excel to create Excel Macros. In this class we take an in-depth look at this language starting from the ground up, and how it is applied to developing programs & automating operations in Excel.

      Price

      $1,295 per Student

      CPE Credits

      16 CPE Credits

      Prerequisites

      For the best results, participants should be familiar with the topics covered in the Excel Introduction, Excel Intermediate Part 1, and Excel Intermediate Part 2 classes.

      Duration

      2 Days

      Class Outline
      Introduction to VBA
      • Why use VBA if I can record macros in Excel?
      • Recoding a Simple macro
      • Reviewing the code
      • Familiarisation with the VBA environment
      • Running Code from the VB Editor window
      • Getting help on code
      • Stepping through a procedure
      • Using a Break point
      • Communicating with the User
      VBA Terminology
      • Modules and procedures
      • Components of your code
      • Objects, Collections, Properties and methods
      • Using the Excel Object model
      Data Types, Variables and Operators
      • Working with variables and constants
      • Using Data types
      • Working with operators and expressions
      • Implicit and Explicit Declarations
      • Variable Scope – Procedural, Modular or Public
      • Passing variables by Value
      • Passing variables by Reference
      • Using Arrays
      Workbooks and Worksheets
      • Workbook objects and methods
      • Creating a new workbook
      • Adding and Renaming Sheets
      • Saving and Closing a Workbook
      Functions
      • Mathematical functions
      • Date and time functions
      • String functions
      • Using Excel functions in VBA code
      User Defined Function Procedures
      • Creating User Defined functions
      • Using user-defined functions in a worksheet
      • Declaring Multiple arguments in a function
      • Creating a Function Library
      Loops
      • Do Until and Do While loops
      • Looping at least once
      • For Next Loop
      • For Each Loops with collections
      Decision Structures
      • Using IF to make decisions
      • Testing for multiple conditions
      • Establishing Flow control
      • Branching
      • Call other procedures
      Working with Names
      • Adding Names
      • Deleting Names
      • Creating Hidden Names
      • Checking for the Existence of a Name
      Manipulating data
      • Working with the Ranges and Selections
      • Using the Cells Property to Select a Range
      • Using the Offset Property to Refer to a Range
      • Using the Columns and Rows Properties
      • Using the Union Method to Join Multiple Ranges
      • Using the IsEmpty Function
      • Using the CurrentRegion Property
      • Using the Areas Collection
      File management techniques in VBA
      • Open and Save files
      • Copy, move and delete files
      • Changing folders
      • Using Excel Open and SaveAs dialog boxes in code
      Custom Forms / Dialog boxes
      • Creating a user form
      • Labels, text boxes, combo boxes and list boxes
      • Setting properties for the form and controls
      • Assigning data to combo boxes and list boxes
      • Option buttons, Groups, checkboxes and buttons
      • Creating the event code for controls
      • Initialising the form
      • Closing the form
      • Using RefEdit to allow user interaction
      Managing Information with VBA
      • Linking Excel to an Access database
      • Adding a Record to the Database from Excel
      • Retrieving Records from the Database
      • Updating an Existing Record

      Microsoft Excel (Microsoft 365 Apps) Exam MO-210 Prep Class

      Overview

      This class is designed to prepare you to pass the MO-210 Microsoft Certification exam in Excel 365. Once you pass this exam, you will earn the Microsoft Office Specialist: Excel Associate (Microsoft 365 Apps) certification. In the class we will go through multiple practice exams where after each question we go over the answer. This class is just a prep class. You will need to sign up with Microsoft to take the Microsoft Excel (Microsoft 365 Apps) MO-210 certification exam.

      Price

      $425 per Student

      CPE Credits

      8 CPE Credits

      Prerequisites

      For the best results, participants should be familiar with the topics covered in the Excel Introduction, Excel Intermediate Part 1, Excel Intermediate Part 2, and Excel Intermediate Part 3 classes.

      Duration

      1 Day

      Class Outline
      Manage worksheets and workbooks (25–30%)
      Import data into workbooks
      • import data from text files
      • import data from online sources
      Navigate within workbooks
      • search for data within a workbook
      • navigate to named cells, ranges, or workbook elements
      • insert and remove hyperlinks
      Format worksheets and workbooks
      • modify page setup
      • adjust row height and column width
      • customize headers and footers
      • customize options and views
      • manage the Quick Access toolbar
      • display and modify worksheets in different views
      • freeze worksheet rows and columns
      • change window views
      • modify built-in workbook properties
      • Display formulas
      Prepare workbooks for collaboration and distribution
      • set a print area
      • save and export workbooks in alternative file formats
      • configure print settings
      • inspect workbooks and correct issues
      • manage comments and notes
      Manage data cells and ranges (25–30%)
      Manipulate data in worksheets
      • paste data by using special paste options
      • fill cells by using Auto Fill
      • insert and delete multiple columns or rows
      • insert and delete cells
      • generate numeric data by using RANDBETWEEN() and SEQUENCE()
      Format cells and ranges
      • merge and unmerge cells
      • modify cell alignment, orientation, and indentation
      • format cells by using Format Painter
      • wrap text within cells
      • apply number formats
      • apply cell formats from the Format Cells dialog box
      • apply cell styles
      • clear cell formatting
      • format multiple worksheets by grouping
      Define and reference named ranges
      • define a named range
      • reference a named range
      Summarize data visually
      • insert Sparklines
      • apply built-in conditional formatting
      • remove conditional formatting
      Manage tables and table data (10–15%)
      Create and format tables
      • create Excel tables from cell ranges
      • apply table styles
      • convert tables to cell ranges
      Modify tables
      • add or remove table rows and columns
      • configure table style options
      • insert and configure total rows
      Filter and sort table data
      • filter records
      • sort data by multiple columns
      Perform operations by using formulas and functions (15–20%)
      insert references
      • insert relative, absolute, and mixed references
      • use structured references in formulas
      calculate and transform data
      • perform calculations by using the AVERAGE(), MAX(), MIN(), and SUM() functions
      • count cells by using the COUNT(), COUNTA(), and COUNTBLANK() functions
      • perform conditional operations by using the IF() function
      • sort data by using the SORT() function
      • get unique values by using the UNIQUE() function
      format and modify text
      • format text by using RIGHT(), LEFT(), and MID() functions
      • format text by using UPPER(), LOWER(), and LEN() functions
      • format text by using the CONCAT() and TEXTJOIN() functions
      Manage charts (15–20%)
      create charts
      • create charts
      • create chart sheets
      modify charts
      • add data series to charts
      • switch between rows and columns in source data
      • add and modify chart elements
      format charts
      • apply chart layouts
      • apply chart styles
      • add alternative text to charts for accessibility

      Microsoft Power BI Introduction

      Overview

      In this course we will start with an overview of Microsoft Power BI, and then will quickly dive into using Microsoft Power BI Desktop to transform raw data into professional reports and dashboards to track KPIs, compare regional performance, analyze product-level trends, and identify high-value customers. In this journey we will use a fictional company and will go through all the key stages of the business intelligence workflow, and simulate real-world experiences that data professionals encounter on the job.

      Price

      $595 per Student

      CPE Credits

      8 CPE Credits

      Duration

      1 Day

      Who is this Course For?
      • Anyone looking to pursue a career in data analysis or business intelligence

      • Anyone looking for a hands-on, project-based introduction to Microsoft Power BI Desktop

      • Beginners in Data Analysis: If you’re new to the world of data analysis and visualization, this course provides a structured path to mastering Power BI’s core concepts and functionalities.

      • Business Professionals: Managers, executives, and professionals from various industries will discover how to leverage Power BI to interpret data and drive strategic decision-making.

      • Students and Graduates: Aspiring analysts and graduates seeking to enhance their skill set for better career prospects will find this course invaluable.

      • Curious Minds: If you have an inquisitive mind and want to explore the world of data, this course provides a gentle and practical introduction.

      Prerequisites

      None

      Class Outline
      Power BI Overview

      The Microsoft Power BI suite consists of several tools that work together for business intelligence (BI) tasks. We will at high-level go over each tool and how they all work together to deliver industry leading business intelligence solutions.

      • Power BI Desktop: This is a free desktop application that allows users to connect to various data sources, transform and shape the data, create reports and visualizations, and perform basic data analysis.
      • Power BI Service (SaaS): This is a cloud-based service where you can publish and share reports and dashboards created with Power BI Desktop. It also offers collaboration features, access control, and administrative tools. There are free and paid tiers available.
      • Power BI Mobile: This is a set of mobile apps for viewing and interacting with Power BI reports and dashboards on smartphones and tablets.
      • Power BI Report Server (on-premises): This is an on-premises solution for organizations that prefer to keep their data behind their firewall. It allows them to publish and manage Power BI reports and dashboards within their own infrastructure.
      • Power Query: This is a data manipulation tool embedded within Power BI Desktop. It allows users to connect to various data sources, clean and transform the data, and shape it for analysis.

      Connecting & Shaping Data

      We will focus on building automated workflows to extract, transform, and load our project data using Power Query, and explore common data connectors, storage modes, profiling tools, table transformations, and more:

      • Data connectors
      • Storage & import modes
      • Query editing tools
      • Table transformations
      • Connecting to a database
      • Extracting data from the web
      • QA & Profiling tools
      • Text, numerical, date & time tools
      • Rolling calendars
      • Index & conditional columns
      • Grouping & aggregating
      • Pivoting & unpivoting
      • Merging & appending queries
      • Data source parameters
      • Importing Excel models

       

      Creating a Relational Data Model

      We will review data modeling best practices, introduce topics like cardinality, normalization, filter flow and star schemas, and begin to build our data model from the ground up:

      • Database normalization
      • Fact & dimension tables
      • Primary & foreign keys
      • Star & snowflake schemas
      • Active & inactive relationships
      • Relationship cardinality
      • Filter context & flow
      • Bi-directional filters
      • Model layouts
      • Data formats & categories
      • Hierarchies

       

      Adding Calculated Fields with DAX

      We will introduce data analysis expressions (DAX). We’ll create calculated columns and measures, explore topics like row and filter context, and practice applying powerful tools like filter functions, iterators, and time intelligence patterns:

      • DAX vs. M
      • Calculated columns & measures
      • Implicit, explicit & quick measures
      • Measure calculation steps
      • DAX syntax & operators
      • Math & stats functions
      • Conditional & logical functions
      • The SWITCH function
      • Text functions
      • Date & time functions
      • The RELATED function
      • CALCULATE, FILTER & ALL
      • Iterator (X) functions
      • Time intelligence patterns

       

      Visualizing Data with Reports

      We will visualize our data with reports and dashboards. We’ll review data viz best practices, building and format basic charts, and add interactivity with bookmarks, slicer panels, parameters, tooltips, report navigation, and more:

      • Data viz best practices
      • Dashboard design framework
      • Cards & KPIs
      • Line charts, trend lines & forecasts
      • On-object formatting
      • Table & matrix visuals
      • Conditional formatting
      • Top N filtering
      • Map visuals
      • Drill up, drill down & drillthrough
      • Report slicers & interactions
      • Bookmarks & page navigation
      • Numeric & fields parameters
      • Custom tooltips
      • Importing custom visuals
      • Managing & viewing roles (RLS)
      • Mobile layouts
      • Publishing to Power BI Service

       

      Artificial Intelligence Tools

      We will introduce powerful artificial Intelligence tools like decomposition trees, key influencers, smart narratives and natural language Q&A, along with performance optimization techniques to keep your reports running smoothly at scale.

       

      Power BI Optimization Tools

      We will introduce Power BI Optimization tools to optimize the performance of your reports and visualizations. We will go over the Optimize Ribbon, Pausing Visuals, Optimization Presets, Applying All Slicers, Performance Analyzer, and other useful external tools.

      Microsoft Word Class

      Overview

      This comprehensive course is perfect for beginners just starting with Microsoft Word or for those with basic skills looking to enhance their proficiency. Through hands-on lessons, you'll gain the essential skills to work efficiently and produce well-formatted, functional Word documents with ease.

      Widely recognized as a benchmark for assessing Microsoft Word expertise, this course is frequently utilized by companies to ensure new hires possess a solid understanding of the software. Upon completion, you'll feel confident in creating professional-grade Word documents, navigating the interface intuitively, and maximizing your productivity.

      Whether you're a student, job seeker, or professional aiming to elevate your Word skills, this course will equip you with the necessary knowledge and practical experience to excel in any Word-based task.

      Price

      $425 per Student

      CPE Credits

      8 CPE Credits

      Prerequisites

      Basic computer skills

      Duration

      1 Day

      Class Outline
      Getting Started with Word
      • Overview of Capabilities
      • Creating New Documents
      • Microsoft Word Ribbon
      • Microsoft Word File Tab
      Word Basics Entering and Editing
      • Entering and Editing Text
      • Navigating Word Documents
      • Selecting Text in Documents
      • Saving Documents
      Formatting Word Document
      • Creating Bulleted & Numbered Lists
      • Formatting Text
      • Formatting with Mini Toolbar
      • Formatting Paragraphs
      • Using Word Styles
      • Creating Custom Word Styles
      Page Layout Techniques
      • Word Document Margins
      • Working with Page Breaks
      • Page Breaks and Columns Together
      • Changing Page Orientations
      • Working with Page Background
      Word Style Features
      • Using Heading Styles
      • Create Document Outline with Styles
      • Reorder Document Content by Style
      Touch Ups, Printing, Exporting
      • Word Spell Checker
      • Working with AutoCorrect
      • Using the Navigation Pane to Find & Replace
      • Printing Your Word Document
      • Converting Document to a PDF
      • Emailing Word Documents
      Working with Word Tabs
      • Understanding Word Tabs
      • Setting Tabs in a Document
      • Formatting Word Tabs
      • Modifying Spacing of Word Tabs
      • Removing Word Tab Stops
      • Other Tab Stop Options
      Working with Word Tables
      • Modifying Rows and Columns
      • Changing Heights and Widths
      • Table Merge Cells
      • Creating Calculations
      • Formatting Word Tables
      • Formatting Table Borders
      • Using Table Sytles
      Filter and sort table data
      • filter records
      • sort data by multiple columns
      Using Mail Merge
      • Understanding Mail Merge
      • Mail Merge Data Source
      • Creating Mailing Labels
      • Creating Form Letters
      Building a Table of Contents
      • Preparing a Document for a Table of Contents
      • Creating the Table of Contents
      • Formatting a Table of Contents
      • Modify the Table of Contents
      Footnotes and Endnotes
      • Adding Footnotes
      • Adding Endnotes
      • Formatting Footnotes and Endnotes
      Tracking Changes
      • Overview of Tracking Changes
      • Enable Track Changes
      • Making Changes to a Document
      • Reviewing Changes
      • Turn off Track Changes
      Working with Pictures
      • Inserting Local Pictures
      • Adding Online Pictures
      • Resizing Pictures
      • Cropping Pictures
      • Applying Picture Styles
      • Text Wrapping

      Microsoft PowerPoint Class

      Overview

      This comprehensive course is perfect for beginners just starting with Microsoft PowerPoint or for those with basic skills looking to enhance their proficiency. Through hands-on lessons, you'll gain the essential skills to work efficiently and produce well-formatted, PowerPoint presentations with ease.

      Widely recognized as a benchmark for assessing Microsoft PowerPoint expertise, this course is frequently utilized by companies to ensure new hires possess a solid understanding of the software. Upon completion, you'll feel confident in creating professional-grade PowerPoint presentations, navigating the interface intuitively, and maximizing your productivity.

      Whether you're a student, job seeker, or professional aiming to elevate your PowerPoint skills, this course will equip you with the necessary knowledge and practical experience to excel in any PowerPoint-based task.

      Price

      $425 per Student

      CPE Credits

      8 CPE Credits

      Prerequisites

      Basic computer skills

      Duration

      1 Day

      Class Outline
      Getting Started
      • Navigating PowerPoint Interface
      • Ribbon and Quick Access Toolbar
      • Presentation Interface
      • Saving a Presentation
      • Using PowerPoint Help
      Working with PowerPoint Text
      • Adding Text to Slides
      • Working with Slide Layouts
      • Working with Bullet Lists
      • Modifying Bullet Lists
      Formatting Slide Background
      • Adding Color to Slide Backgrounds
      • Working with Gradients
      • Adding Images to Backgrounds
      • Applying Background to all Slides
      Advanced Text Editing
      • Formatting Text
      • Formatting Bullet Icons
      • Adding Columns to Text
      • Paragraph First Line Indent
      Adding Graphics to slides
      • Adding Images to Slides
      • Formatting Images
      • Working with Text Boxes
      • Adding Shapes to Slides
      • Formatting Shapes
      • Arranging Shapes
      • Grouping Shapes
      Working with Tables
      • Organizing Data with Tables
      • Creating a Table
      • Inserting Tables without Content
      • Modifying Table Sizes
      • Modifying Table Cells
      • Formatting Tables
      • Using Excel to Create Tables
      Working with Charts
      • Creating Charts
      • Adding Data to Charts
      • Filtering Chart Data
      • Formatting Charts
      • Changing Chart Titles
      • Adding Labels to Charts
      • Inserting Charts from Excel
      • Update Excel Chart in Slides
      Preparing Your Slides
      • Spell Check
      • Applying Transitions
      • Slide Durations and Timing
      • Adding Sound to Transitions
      • Printing Presentations
      • Presenting with Presenter View
      Customize Design Templates
      • Slide Master Introduction
      • Consistency with Master Slide
      • Manual Formatting Overrides
      • Working with Slide Layouts
      • Adding Images to Slide Master
      • Add Headers and Footers
      SmartArt
      • Create SmartArt
      • Format SmartArt
      • Modify SmartArt Layout
      Adding Multimedia to Sldies
      • Adding and Modifying Audio
      • Adding and Modifying Video
      • Adding Online Video
      Animating Slide Content
      • Animating Text
      • Animating Bullet Lists
      • Timing and Order of Animation
      • Animating Shapes
      • Animating Charts

      Google Sheets Introduction

      Overview

      This course is ideal for complete novices, those who have basic knowledge of Google Sheets or are self-taught. The course will provide you with the skills you need to work quickly and produce functional and well formatted spreadsheets. This course is often used to benchmark Google Sheets skills and ensure a level of understanding for new hires at companies. Students will leave feeling confident about creating professional worksheets with the software and be able to navigate the interface intuitively and productively.

      Price

      $425 per Student

      CPE Credits

      8 CPE Credits

      Prerequisites

      Participants must have basic keyboard and mouse skills and be familiar with the Windows operating system.

      Duration

      1 Day

      Class Outline
      Getting Started with Google Sheets
      • Working with the Excel Environment
      • Title Bar
      • Ribbon and Ribbon Tabs
      • Quick Access Toolbar
      • Worksheet Views
      • Backstage View
      Cell Basics
      • Understanding Cells
      • Select a Cell
      • Select a Cell Range
      • Inserting Cell Content
      • Deleting Cell Content
      • Cutting & Pasting Cell Content
      • Drag and Drop Cells
      • Completing Series with Fill Handle
      Modifying Columns, Rows, and Cells
      • Changing Column Width
      • Changing Row Height
      • Inserting & Deleting Columns and Rows
      • Hiding & Showing Columns and Rows
      • Wrapping Cell Text
      • Merging Cells
      Formatting Cells
      • Font Type, Size, Color, and Decorations
      • Cell Borders and Fill Colors
      • Cell Alignment and Styles
      Cell Formats
      • Number Formats
      • Percentage Formats
      • Date Formats
      Tables
      • Tables Overview
      • Creating Tables
      • Adding & Removing Data
      Pivot Tables
      • Pivot Tables Overview
      • Creating Pivot Tables
      • How Pivot Tables Work
      • Slicing and Dicing
      Intro to Formulas
      • Formulas Overview
      • Mathematical Operators
      • Cell References
      • Creating Formulas
      • Copying Formulas
      Creating More Complex Formulas
      • Order of Operations
      • PEMDAS
      Relative and Absolute Cell References
      • Relative References
      • Absolute References
      • Cell References Across Worksheets
      Functions
      • Functions Overview
      • Parts of a Function
      • Function Arguments
      • Using Functions
      • Function Library
      IF Function
      • IF Function Overview
      • IF Function Arguments
      • Using the IF Function
      XLOOKUP Function
      • XLOOKUP Function Overview
      • XLOOKUP Function Arguments
      • Using the XLOOKUP Function
      UNIQUE Function
      • UNIQUE Function Overview
      • UNIQUE Function Arguments
      • Using the UNIQUE Function
      FILTER Function
      • FILTER Function Overview
      • FILTER Function Arguments
      • Using the FILTER Function
      Charts
      • Charts Overview
      • Chart Components
      • Chart Layout and Styles

      Google Sheets Intermediate

      Overview

      This class is typically ideal for someone that has taken the Google Sheets Introduction class or someone that has used Google Sheets for a long-time without any formal training. Students who have used Google Sheets for years are quite often surprised after taking this class on how much Google Sheets they did not actually know and/or how there are much more efficient ways to accomplish their business tasks in Google Sheets. This class is primarily focused on formulas, functions and pivot tables.

      Price

      $425 per Student

      CPE Credits

      8 CPE Credits

      Prerequisites

      For the best results, participants should be familiar with the topics covered in the Google Sheets Introduction class.

      Duration

      1 Day

      Class Outline
      Tables
      • Tables Overview
      • Table Structured Cell References
      • Table Styles
      • Table Options
      • Table Slicers
      • Converting Tables to Ranges
      • Removing Duplicate Rows
      Range Names
      • Range Names Overview
      • Navigating Range Names
      • Creating Range Names
      • Assigning Range Names
      • Using Range Names in Formulas
      • Managing Range Names
      Functions Overview
      • Functions Overview
      • Functions vs Formulas
      • Why use Functions?
      Date and Time Functions
      • NOW Function
      • TODAY Function
      • YEAR Function
      • MONTH Function
      • DATE Function
      • DAYS Function
      Statistical Functions
      • SUM Function
      • AVERAGE Function
      • MIN Function
      • MAX Function
      • MEDIAN Function
      • COUNT Function
      • COUNTA Function
      • COUNTBLANK Function
      Text Functions
      • CONCAT Function
      • PROPER Function
      • UPPER Function
      • LOWER Function
      • LEFT Function
      • RIGHT Function
      • MID Function
      • TRIM Function
      • LEN Function
      • FIND Function
      • SUBSTITUTE Function
      • TEXTBEFORE Function
      • TEXTAFTER Function
      • TEXTJOIN Function
      • TEXTSPLIT Function
      Logical Functions
      • IF Function
      • IFS Function
      • Nested IFs Function
      • AND Function
      • OR Function
      • SWITCH Function
      • COUNTIF Function
      • COUNTIFS Function
      • SUMIF Function
      • SUMIFS Function
      • AVERAGEIF Function
      • AVERAGEIFS Function
      Lookup Functions
      • XLOOKUP Function
      • VLOOKUP Function
      • INDEX Function
      • MATCH Function
      PivotTable Fundamentals
      • Preparing the Data
      • Anatomy of a PivotTable
      • Slicing and Dicing with a PivotTable
      • Grouping Data
      • Sorting Data
      • Custom PivotTable Field Names
      • PivotTable Slicers
      • Refreshing Data

      Contact Us

      Phone

      405-438-6287

      Office Address

      100 NE 5th Street
      Oklahoma City, OK 73104

      Mailing Address

      PO Box 712
      Aledo, TX 76008

      Communication Preference

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