Our public Microsoft Excel, Microsoft Word, Microsoft Powerpoint, and Microsoft Power BI classes are held in our Houston office 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. We also offer all of our classes in a live online format for those that need the convenience of a live online training format.

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.

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

• Working with the Excel Environment
• Title Bar
• Ribbon and Ribbon Tabs
• Quick Access Toolbar
• Worksheet Views
• Backstage View

• 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

• Changing Column Width
• Changing Row Height
• Inserting & Deleting Columns and Rows
• Hiding & Showing Columns and Rows
• Wrapping Cell Text
• Merging Cells

• Font Type, Size, Color, and Decorations
• Cell Borders and Fill Colors
• Cell Alignment and Styles

• Number Formats
• Percentage Formats
• Date Formats

• Tables Overview
• Creating Tables
• Adding & Removing Data

• Pivot Tables Overview
• Creating Pivot Tables
• How Pivot Tables Work
• Slicing and Dicing

• Print Pane
• Print Area
• Page Orientation
• Page Breaks

• Formulas Overview
• Mathematical Operators
• Cell References
• Creating Formulas
• Copying Formulas

Our three Excel Intermediate Classes are our most popular classes. This class is typically ideal for someone who has taken the Excel Introduction class or someone who 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.

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.

• Tables Overview
• Table Structured Cell References
• Table Styles
• Table Options
• Table Slicers
• Converting Tables to Ranges
• Removing Duplicate Rows

• 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 vs Formulas
• Why use Functions?

• NOW Function
• TODAY Function
• YEAR Function
• MONTH Function
• DATE Function
• DAYS Function
• NETWORKDAYS Function
• EOMONTH Function

• SUM Function
• AVERAGE Function
• MIN Function
• MAX Function
• MEDIAN Function
• COUNT Function
• COUNTA Function
• COUNTBLANK Function
• UNIQUE Function
• FILTER Function

• PROPER Function
• UPPER Function
• TRIM Function
• LOWER Function
• LEFT Function
• RIGHT Function
• MID Function
• SUBSTITUTE Function
• TEXTJOIN Function
• TEXTBEFORE Function
• TEXTAFTER Function

This is the second part of our three 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.

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

• 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

• Customize Subtotals
• Showing Values as Calculations
• Calculated Fields
• Calculated Items

• Creating a PivotChart
• PivotChart Control Buttons
• PivotChart and PivotTable Filters

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

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.

• Waterfall Chart
• Histogram Chart
• Pareto Chart
• Treemap Chart
• Geography Filled Maps
• 3D Geography Maps
• Sparkline Cell Chart

• List Box
• Spin Button
• Check Box
• Option Button
• Scroll Bar
• Radio Button

In this course we are going learn how to financially model a business using Excel. Financial models underpin business and strategic 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 build out more complex business models.

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.

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.

• 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

• What is Power Pivot, Power Query, Power View and Power Map
• The Power Suite Workflow
• Power Query Examples
• Power Pivot Examples
• Power View Examples

• 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

• Basic Data Transformations
• Text Data Transformations
• Number Data Transformations
• Date Data Transformations

• Indexes and Conditional Columns
• Grouping and Summarizing Data
• Transposing Data
• Pivoting and UnPivoting Data

• Updating Workbook Queries
• Combining Multiple Queries
• Appending Queries
• Utilizing a Folder of Data Files

You will be learning in-detail about all the techniques of Power Pivot of Excel and what are it’s usages & benefits. In this course, you will discover how Power Pivot  helps analyze 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. 

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.

• What is Power Pivot, Power Query, Power View and Power Map
• The Power Suite Workflow
• Power Query Examples
• Power Pivot Examples
• Power View Examples

• 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

• 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

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.

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.

• 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

• Modules and procedures
• Components of your code
• Objects, Collections, Properties and methods
• Using the Excel Object model

• 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

• Workbook objects and methods
• Creating a new workbook
• Adding and Renaming Sheets
• Saving and Closing a Workbook

• Mathematical functions
• Date and time functions
• String functions
• Using Excel functions in VBA code

• Creating User Defined functions
• Using user-defined functions in a worksheet
• Declaring Multiple arguments in a function
• Creating a Function Library

• Do Until and Do While loops
• Looping at least once
• For Next Loop
• For Each Loops with collections

• Using IF to make decisions
• Testing for multiple conditions
• Establishing Flow control
• Branching
• Call other procedures

• Adding Names
• Deleting Names
• Creating Hidden Names
• Checking for the Existence of a Name

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 this 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.

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.

• import data from text files
• import data from online sources

• search for data within a workbook
• navigate to named cells, ranges, or workbook elements
• insert and remove hyperlinks

• 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

• set a print area
• save and export workbooks in alternative file formats
• configure print settings
• inspect workbooks and correct issues
• manage comments and notes

• 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()

• 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 a named range
• reference a named range

• insert Sparklines
• apply built-in conditional formatting
• remove conditional formatting

• create Excel tables from cell ranges
• apply table styles
• convert tables to cell ranges

• add or remove table rows and columns
• configure table style options
• insert and configure total rows

• filter records
• sort data by multiple columns

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.

Basic computer skills

• Overview of Capabilities
• Creating New Documents
• Microsoft Word Ribbon
• Microsoft Word File Tab

• Entering and Editing Text
• Navigating Word Documents
• Selecting Text in Documents
• Saving Documents

• Creating Bulleted & Numbered Lists
• Formatting Text
• Formatting with Mini Toolbar
• Formatting Paragraphs
• Using Word Styles
• Creating Custom Word Styles

• Word Document Margins
• Working with Page Breaks
• Page Breaks and Columns Together
• Changing Page Orientations
• Working with Page Background

• Using Heading Styles
• Create Document Outline with Styles
• Reorder Document Content by Style

• 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

• Understanding Word Tabs
• Setting Tabs in a Document
• Formatting Word Tabs
• Modifying Spacing of Word Tabs
• Removing Word Tab Stops
• Other Tab Stop Options

• Modifying Rows and Columns
• Changing Heights and Widths
• Table Merge Cells
• Creating Calculations
• Formatting Word Tables
• Formatting Table Borders
• Using Table Sytles

• filter records
• sort data by multiple columns

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.

Basic computer skills

• Navigating PowerPoint Interface
• Ribbon and Quick Access Toolbar
• Presentation Interface
• Saving a Presentation
• Using PowerPoint Help

• Adding Text to Slides
• Working with Slide Layouts
• Working with Bullet Lists
• Modifying Bullet Lists

• Adding Color to Slide Backgrounds
• Working with Gradients
• Adding Images to Backgrounds
• Applying Background to all Slides

• Formatting Text
• Formatting Bullet Icons
• Adding Columns to Text
• Paragraph First Line Indent

• Adding Images to Slides
• Formatting Images
• Working with Text Boxes
• Adding Shapes to Slides
• Formatting Shapes
• Arranging Shapes
• Grouping Shapes

• Organizing Data with Tables
• Creating a Table
• Inserting Tables without Content
• Modifying Table Sizes
• Modifying Table Cells
• Formatting Tables
• Using Excel to Create Tables

• 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

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.

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.

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

• Working with the Excel Environment
• Title Bar
• Ribbon and Ribbon Tabs
• Quick Access Toolbar
• Worksheet Views
• Backstage View

• 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

• Changing Column Width
• Changing Row Height
• Inserting & Deleting Columns and Rows
• Hiding & Showing Columns and Rows
• Wrapping Cell Text
• Merging Cells

• Font Type, Size, Color, and Decorations
• Cell Borders and Fill Colors
• Cell Alignment and Styles

• Number Formats
• Percentage Formats
• Date Formats

• Tables Overview
• Creating Tables
• Adding & Removing Data

• Pivot Tables Overview
• Creating Pivot Tables
• How Pivot Tables Work
• Slicing and Dicing

• Formulas Overview
• Mathematical Operators
• Cell References
• Creating Formulas
• Copying Formulas

• Order of Operations
• PEMDAS

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.

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

• Tables Overview
• Table Structured Cell References
• Table Styles
• Table Options
• Table Slicers
• Converting Tables to Ranges
• Removing Duplicate Rows

• Range Names Overview
• Navigating Range Names
• Creating Range Names
• Assigning Range Names
• Using Range Names in Formulas
• Managing Range Names

• Functions Overview
• Functions vs Formulas
• Why use Functions?

• NOW Function
• TODAY Function
• YEAR Function
• MONTH Function
• DATE Function
• DAYS Function

• SUM Function
• AVERAGE Function
• MIN Function
• MAX Function
• MEDIAN Function
• COUNT Function
• COUNTA Function
• COUNTBLANK Function

• 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