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HR Business Partner Certificate Program

HR must create and demonstrate value as organizations operate in challenging times. To be successful, HR professionals need to position themselves as business partners by building relationships with people across the organization, developing a deep understanding of the company's business model, presenting business solutions, influencing leadership decisions, and taking ownership of business results.

In this practical and insightful two-day certificate program, you will learn more about the business partnership role, understand the new competencies necessary for success as a true HR business partner, and learn how to transition from functional expert to business partner successfully.

Who Should Attend

HR Professionals and anyone else who would like to learn how the HR function can become a business partner and drive results

Learning Objectives

At the end of this certificate program, you will be able to:

  • Describe how the role of HR continues to evolve
  • Assess your strengths and areas for development against HR core competencies
  • Identify strategies to overcome obstacles in becoming a trusted HR business partner
  • Identify actions you can take to build trust and credibility with your customers
  • Align HR activities to the needs of your business
  • Use workforce metrics and analytics to connect what you are doing to business outcomes
  • Coach your customers using effective listening and questioning skills
  • Use a four-step process to solve customer problems
  • Adjust your influencing style to effectively influence others
HR must create and demonstrate value as organizations operate in challenging times. To be successful, HR professionals need to position themselves as business partners by building relationships with people across the organization, developing a deep understanding of the company's business model, presenting business solutions, influencing leadership decisions, and taking ownership of business results. In this practical and insightful two-day certificate program, you will learn more about the business partnership role, understand the new competencies necessary for success as a true HR business partner, and learn how to transition from functional expert to business partner successfully. Who Should Attend HR Professionals and anyone else who would like to learn how the HR function can become a business partner and drive results Learning Objectives At the end of this certificate program, you will be able to: Describe how the role of HR continues to evolve Assess your strengths and areas for development against HR core competencies Identify strategies to overcome obstacles in becoming a trusted HR business partner Identify actions you can take to build trust and credibility with your customers Align HR activities to the needs of your business Use workforce metrics and analytics to connect what you are doing to business outcomes Coach your customers using effective listening and questioning skills Use a four-step process to solve customer problems Adjust your influencing style to effectively influence others
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Improving Communication Using the DiSC® Assessment

Did you know you can substantially increase your ability to communicate successfully with others by understanding DiSC styles?

Communication skills can make or break a career. If you are serious about reaching your career goals, learn how to improve your communication skills by understanding your DiSC style and discover how to adapt your communication techniques to the DiSC styles of others.

Who Should Attend

Anyone who would like to advance their career by improving their communication skills

Learning Objectives

At the end of this course, you will be able to:

  • Understand the 4 primary DiSC styles
  • Analyze your own DiSC style
  • Describe how each DiSC style prefers to communicate
  • Identify the DiSC styles of others
  • Develop strategies to better communicate with different DiSC styles than your own

This course is part of Practical Management I Certificate Series. A DiSC Assessment must be completed as pre-work for this course.

Did you know you can substantially increase your ability to communicate successfully with others by understanding DiSC styles? Communication skills can make or break a career. If you are serious about reaching your career goals, learn how to improve your communication skills by understanding your DiSC style and discover how to adapt your communication techniques to the DiSC styles of others. Who Should Attend Anyone who would like to advance their career by improving their communication skills Learning Objectives At the end of this course, you will be able to: Understand the 4 primary DiSC styles Analyze your own DiSC style Describe how each DiSC style prefers to communicate Identify the DiSC styles of others Develop strategies to better communicate with different DiSC styles than your own This course is part of Practical Management I Certificate Series. A DiSC Assessment must be completed as pre-work for this course.
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Inspiring Employee Motivation

Everyone is motivated by different things. How do you discover what motivates your employees and then use that knowledge to inspire them to optimal productivity?

This module focuses on helping you successfully motivate employees by measuring and building the motivation levels of your employees, as well as creating and maintaining a motivating work environment. Participants will learn that employees must have autonomy, mastery, and purpose to be motivated by discussing why traditional carrot-and-stick motivational models are ineffective in producing long-term productivity and engagement. The class draws on fundamental principles and scientific research from Daniel Pink's book, "Drive." Participants will apply these principles to their work situations.

Who Should Attend

New and experienced managers and supervisors who want to improve employee performance by creating a motivating work environment

Learning Objectives

At the end of this course participants will be able to:

  • Explain the importance of motivation for employees, leaders, and the organization
  • Understand the link between motivation and performance
  • Identify appropriate motivators for intrinsically and extrinsically motivated individuals
  • Create a plan for motivating a team member
  • Describe the elements of a motivating work environment
  • Identify specific activities to create a motivational work environment
  • Articulate the dangers of rewards and punishment

This course is part of Practical Management I Certificate Series.

Everyone is motivated by different things. How do you discover what motivates your employees and then use that knowledge to inspire them to optimal productivity? This module focuses on helping you successfully motivate employees by measuring and building the motivation levels of your employees, as well as creating and maintaining a motivating work environment. Participants will learn that employees must have autonomy, mastery, and purpose to be motivated by discussing why traditional carrot-and-stick motivational models are ineffective in producing long-term productivity and engagement. The class draws on fundamental principles and scientific research from Daniel Pink's book, "Drive." Participants will apply these principles to their work situations. Who Should Attend New and experienced managers and supervisors who want to improve employee performance by creating a motivating work environment Learning Objectives At the end of this course participants will be able to: Explain the importance of motivation for employees, leaders, and the organization Understand the link between motivation and performance Identify appropriate motivators for intrinsically and extrinsically motivated individuals Create a plan for motivating a team member Describe the elements of a motivating work environment Identify specific activities to create a motivational work environment Articulate the dangers of rewards and punishment This course is part of Practical Management I Certificate Series.
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Interviewing for Success

Successful interviewing requires skill and knowledge. How can you take the guesswork out of interviewing and equip yourself with everything you need to make the best hire for the organization?

Whether you are a new or experienced interviewer, you will benefit from the interviewing techniques you will learn in this course and be able to apply them immediately in your next interview. The result? You will have better interviewing skills, leading to successful hires, a stronger team, and a competitive edge for your organization.

Who Should Attend

New and experienced managers and supervisors who want to ensure they are hiring candidates who will be successful in their new roles

Learning Objectives

At the end of the course, you will be able to:

  • Identify the 4 steps in a successful selection process
  • Avoid common interviewing errors
  • Understand the importance of asking behavioral interview questions
  • Develop questions for an effective interview
  • Identify appropriate probing questions
  • Develop strategies for handling difficult candidate responses

This course can be taken as part of the Practical Management I Certificate Series or independently.

Successful interviewing requires skill and knowledge. How can you take the guesswork out of interviewing and equip yourself with everything you need to make the best hire for the organization? Whether you are a new or experienced interviewer, you will benefit from the interviewing techniques you will learn in this course and be able to apply them immediately in your next interview. The result? You will have better interviewing skills, leading to successful hires, a stronger team, and a competitive edge for your organization. Who Should Attend New and experienced managers and supervisors who want to ensure they are hiring candidates who will be successful in their new roles Learning Objectives At the end of the course, you will be able to: Identify the 4 steps in a successful selection process Avoid common interviewing errors Understand the importance of asking behavioral interview questions Develop questions for an effective interview Identify appropriate probing questions Develop strategies for handling difficult candidate responses This course can be taken as part of the Practical Management I Certificate Series or independently.
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Managing for Results Certificate Program

Managers’ traditional roles and responsibilities are evolving. In many organizations, managers who are taskmasters, custodians, and controllers are no longer the norm as people look to their managers to define their purpose. Today’s managers must collaborate with workers to maximize efficiency, nurture skills, develop talent, and inspire results.

While the manager's role is changing, the function of management remains essential and continues to be the core driver of organizational performance. For your organization to consistently achieve its desired business results, managers must understand how their role has changed and what employees need from them. This managed approach includes bringing the right people together, engaging them in meaningful work, and leading them to accomplish desired goals and objectives.

This certificate course consists of six three-hour sessions and will help your managers understand their changing roles and further develop the skills they need to excel in today’s workplace. 

“As a new manager, I found Managing for Results to be incredibly helpful. The coaching segment in particular gave me a great deal to think about and take back to use with my employees. Before the class, I had not given coaching all that much thought. Now I feel more confident after the instruction and guidance I gained working with other managers in the class.”

Brandon Reed – Manager of Member Services and Public Relations, Piedmont Electric Membership Corporation

"The Managing for Results course that I attended had a lot of impact on me professionally. It helped me to see several ways that I needed to improve my communication skills. The class activities opened my eyes to the need for one voice when training new colleagues or current colleagues in new positions. The discussions provided useful tools that we have incorporated into our daily meetings back at work. It has helped to create a true “Team” approach for accomplishing daily tasks. The classroom experience at CAI was great. The way the facilitator had us interact with each other was brilliant! We worked with different people during each exercise, which gave us access to other colleagues’ experiences and knowledge. I have been taking training classes for over 30 years and “Managing for Results” was by far the BEST class that I have ever been in! I would and have highly recommended this class to others within and outside our company.”

– Terry McGee – Purchasing Manager, Grief, Inc.

Who Should Attend

New and experienced managers and supervisors with more than two years of experience

Learning Objectives

At the end of the course participants will be able to:

  • Describe characteristics of an effective manager 
  • Identify what you will do to adapt to the changes in the role of a manager 
  • Apply four active listening techniques: attending, inquiry, paraphrasing and  empathy 
  • Give feedback for reinforcement and feedback for improvement 
  • Use active listening skills to manage employee responses to feedback 
  • Describe the benefits of coaching in the workplace 
  • Identify characteristics of an effective coach 
  • Describe the four coaching approaches in the Skill/Will Matrix 
  • Apply the four coaching approaches to case studies provided 
  • Develop a plan to match their coaching approach to their team members’ needs 
  • Apply the GROW model to coaching scenarios 
  • Demonstrate how to coach an employee using the GROW Model 
  • Discuss what makes managing employees difficult 
  • Learn the difference between coaching and counseling 
  • Define two types of employee issues 
  • Apply strategies to maintain workplace improvement and follow-up
  • Define employee engagement 
  • List characteristics of an engaged employee 
  • Describe the impact of an engaged workforce on business success 
  • List the 12 critical indicators of employee engagement 
  • Identify strategies to build and sustain the engagement and motivation of disengaged employees 

Topics Covered

  • Managing in Today’s Workplace 
  • Feedback for Reinforcement and Improvement 
  • Coaching for Success Part 1 
  • Coaching for Success Part 2 
  • Managing Employee Performance 
  • Building and Sustaining Employee Engagement 
Managers’ traditional roles and responsibilities are evolving. In many organizations, managers who are taskmasters, custodians, and controllers are no longer the norm as people look to their managers to define their purpose. Today’s managers must collaborate with workers to maximize efficiency, nurture skills, develop talent, and inspire results. While the manager's role is changing, the function of management remains essential and continues to be the core driver of organizational performance. For your organization to consistently achieve its desired business results, managers must understand how their role has changed and what employees need from them. This managed approach includes bringing the right people together, engaging them in meaningful work, and leading them to accomplish desired goals and objectives. This certificate course consists of six three-hour sessions and will help your managers understand their changing roles and further develop the skills they need to excel in today’s workplace.  “As a new manager, I found Managing for Results to be incredibly helpful. The coaching segment in particular gave me a great deal to think about and take back to use with my employees. Before the class, I had not given coaching all that much thought. Now I feel more confident after the instruction and guidance I gained working with other managers in the class.” –Brandon Reed – Manager of Member Services and Public Relations, Piedmont Electric Membership Corporation "The Managing for Results course that I attended had a lot of impact on me professionally. It helped me to see several ways that I needed to improve my communication skills. The class activities opened my eyes to the need for one voice when training new colleagues or current colleagues in new positions. The discussions provided useful tools that we have incorporated into our daily meetings back at work. It has helped to create a true “Team” approach for accomplishing daily tasks. The classroom experience at CAI was great. The way the facilitator had us interact with each other was brilliant! We worked with different people during each exercise, which gave us access to other colleagues’ experiences and knowledge. I have been taking training classes for over 30 years and “Managing for Results” was by far the BEST class that I have ever been in! I would and have highly recommended this class to others within and outside our company.” – Terry McGee – Purchasing Manager, Grief, Inc. Who Should Attend New and experienced managers and supervisors with more than two years of experience Learning Objectives At the end of the course participants will be able to: Describe characteristics of an effective manager  Identify what you will do to adapt to the changes in the role of a manager  Apply four active listening techniques: attending, inquiry, paraphrasing and  empathy  Give feedback for reinforcement and feedback for improvement  Use active listening skills to manage employee responses to feedback  Describe the benefits of coaching in the workplace  Identify characteristics of an effective coach  Describe the four coaching approaches in the Skill/Will Matrix  Apply the four coaching approaches to case studies provided  Develop
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Managing Problem Performance

Failure to address an employee performance issue quickly can lead to deeper problems later. Are you doing enough to prevent one underperforming employee from destroying your team's productivity?

 

Discover strategies and tools to deal with problem performance in this interactive course. Learn the key steps to follow in a performance management process and the four leading causes of performance problems. 

Real-world examples, interactive exercises, and case studies will provide proven strategies for effectively managing challenging performance issues in your workplace.

Who Should Attend

Anyone with direct reports who is responsible for managing performance

Learning Objectives

At the end of the course, you will be able to:

  • Define Performance Management
  • Determine the difference between behavioral issues and performance issues
  • Identify causes of poor performance
  • Apply the 5 steps to improve performance
  • Hold a conversation to improve performance
  • Identify when progressive discipline is appropriate
  • Identify the components of a performance improvement plan

This course can be taken as part of the Practical Management I Certificate Series or independently.

Failure to address an employee performance issue quickly can lead to deeper problems later. Are you doing enough to prevent one underperforming employee from destroying your team's productivity?   Discover strategies and tools to deal with problem performance in this interactive course. Learn the key steps to follow in a performance management process and the four leading causes of performance problems.  Real-world examples, interactive exercises, and case studies will provide proven strategies for effectively managing challenging performance issues in your workplace. Who Should Attend Anyone with direct reports who is responsible for managing performance Learning Objectives At the end of the course, you will be able to: Define Performance Management Determine the difference between behavioral issues and performance issues Identify causes of poor performance Apply the 5 steps to improve performance Hold a conversation to improve performance Identify when progressive discipline is appropriate Identify the components of a performance improvement plan This course can be taken as part of the Practical Management I Certificate Series or independently.
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Maximizing Performance: The Power of Feedback

Do you need help providing effective feedback to your employees? Are you uncomfortable constructively delivering a complex message? Do you find it awkward to let your employees know they are doing well? What do you do when someone gets defensive or reacts adversely to feedback? 

This course teaches you the difference between reinforcing and developmental feedback and strategies for delivering both. Using a personal feedback assessment, group exercises, a video clip, and skills practice, you will learn and apply the strategies you need to provide feedback that will maximize employee performance.  

Who Should Attend

New and experienced managers and supervisors who want to develop effective feedback skills to help their employees reach their full potential

Learning Objectives

At the end of this course, you will be able to:

  • Describe the difference between reinforcing and developmental feedback
  • List the steps to giving reinforcing and developmental feedback
  • Give reinforcing and developmental feedback in the workplace
  • Identify opportunities to provide reinforcing and developmental feedback to your employees

This course can be taken as part of the Practical Management I Certificate Series or independently.

Do you need help providing effective feedback to your employees? Are you uncomfortable constructively delivering a complex message? Do you find it awkward to let your employees know they are doing well? What do you do when someone gets defensive or reacts adversely to feedback?  This course teaches you the difference between reinforcing and developmental feedback and strategies for delivering both. Using a personal feedback assessment, group exercises, a video clip, and skills practice, you will learn and apply the strategies you need to provide feedback that will maximize employee performance.   Who Should Attend New and experienced managers and supervisors who want to develop effective feedback skills to help their employees reach their full potential Learning Objectives At the end of this course, you will be able to: Describe the difference between reinforcing and developmental feedback List the steps to giving reinforcing and developmental feedback Give reinforcing and developmental feedback in the workplace Identify opportunities to provide reinforcing and developmental feedback to your employees This course can be taken as part of the Practical Management I Certificate Series or independently.
Copy URL: https://letscatapult.org/events/maximizing-performance-the-power-of-feedback/
MS Excel Charting

A chart is a tool you can use in Excel to communicate data graphically. Charts allow your audience to see the meaning behind the numbers, making comparisons and trends much more straightforward. In this class, you'll learn how to insert, modify, and format charts far beyond the default information allowing you to communicate information effectively.  

Prerequisites: Must be a current Excel user and have taken Excel I or have equivalent experience

Program Level: Intermediate

Contents:

  • Create Charts 
  • Chart Types 
  • Chart Elements 
  • New Features 
  • Formatting Charts
  • Intro to Pivot Charts 

Note: This course will be taught using the windows operating system environment

A chart is a tool you can use in Excel to communicate data graphically. Charts allow your audience to see the meaning behind the numbers, making comparisons and trends much more straightforward. In this class, you'll learn how to insert, modify, and format charts far beyond the default information allowing you to communicate information effectively.   Prerequisites: Must be a current Excel user and have taken Excel I or have equivalent experience Program Level: Intermediate Contents: Create Charts  Chart Types  Chart Elements  New Features  Formatting Charts Intro to Pivot Charts  Note: This course will be taught using the windows operating system environment
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MS Excel Dashboards

An Excel dashboard is a single page that helps managers and business leaders track key KPIs (Key Performance Indicators) or metrics to make informed decisions. It contains charts/tables/views backed by raw data. Learners will create a business dashboard to visualize and analyze sets of data. A well-designed dashboard provides on-demand access to all core metrics inter-departmentally.  

Prerequisites: Has successfully completed Excel I and/or II and had more than six months using Excel

Program Level: Intermediate

Contents:

  • Dashboard Environment
  • Creating Dashboards
  • Chart Types
  • Inserting Charts into Dashboards
  • Sorting and Filtering Pivot Tables
  • Inserting Pivot Tables and Pivot Charts into Dashboards
  • Formulas and functions
  • Conditional Formatting

Note: This course will be taught using the windows operating system environment

An Excel dashboard is a single page that helps managers and business leaders track key KPIs (Key Performance Indicators) or metrics to make informed decisions. It contains charts/tables/views backed by raw data. Learners will create a business dashboard to visualize and analyze sets of data. A well-designed dashboard provides on-demand access to all core metrics inter-departmentally.   Prerequisites: Has successfully completed Excel I and/or II and had more than six months using Excel Program Level: Intermediate Contents: Dashboard Environment Creating Dashboards Chart Types Inserting Charts into Dashboards Sorting and Filtering Pivot Tables Inserting Pivot Tables and Pivot Charts into Dashboards Formulas and functions Conditional Formatting Note: This course will be taught using the windows operating system environment
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MS Excel for HR

Is your HR Department wasting time manipulating canned reports from HCM and payroll systems? Do you need help accessing and analyzing data quickly? Are data errors causing you concerns? Whether auditing, reconciling bills, calculating bonuses and PTO, or analyzing turnover data, Excel offers tools to help. Based on guidance from HR experts and our interaction with supporting members, we identified the most common and helpful Excel tips that can benefit new and experienced HR individuals.  

 

The course explores using lookups to pull information out of multiple workbooks, bringing in delimited information from other sources, filtering information, using date calculations to figure out things like tenure and turnover, visually representing data to make it simple to review, and many tips and tricks that can help most every Excel user increase their productivity and decrease errors.

Prerequisites: This course requires that you are familiar with Excel. You should have successfully completed Excel I and II or used the software for over six months

Note: This course will be taught using the windows operating system environment

Is your HR Department wasting time manipulating canned reports from HCM and payroll systems? Do you need help accessing and analyzing data quickly? Are data errors causing you concerns? Whether auditing, reconciling bills, calculating bonuses and PTO, or analyzing turnover data, Excel offers tools to help. Based on guidance from HR experts and our interaction with supporting members, we identified the most common and helpful Excel tips that can benefit new and experienced HR individuals.     The course explores using lookups to pull information out of multiple workbooks, bringing in delimited information from other sources, filtering information, using date calculations to figure out things like tenure and turnover, visually representing data to make it simple to review, and many tips and tricks that can help most every Excel user increase their productivity and decrease errors. Prerequisites: This course requires that you are familiar with Excel. You should have successfully completed Excel I and II or used the software for over six months Note: This course will be taught using the windows operating system environment
Copy URL: https://letscatapult.org/events/ms-excel-for-hr/
MS Excel Level 1

This course will familiarize learners with Excel, helping them to create, enter, and edit text, values, and formulas, save workbooks, and move and copy data and formulas. They will work with ranges (contiguous versus non-contiguous), rows, and columns. Participants will also learn to use simple functions and easily apply formatting techniques to worksheet data. They will review workbooks for spelling errors, modify page setup, and learn how to print professional-looking worksheets.  

Prerequisites: The course requires that you are familiar with using personal computers and have used a mouse and keyboard; basic typing skills are recommended. You should be comfortable in the Windows environment and be able to use Windows to manage information on your computer.

Contents:

  • Spreadsheet terminology
  • The Excel environment
  • Navigating a worksheet
  • Entering and editing text and values
  • Entering and editing formulas
  • Saving and updating workbooks
  • Moving, copying, and viewing data and formulas
  • Absolute references
  • Inserting and deleting ranges, rows, and columns
  • AutoSum and other common functions
  • Text formatting
  • Row and column formatting
  • Number formatting
  • Additional formatting options
  • Preparing to print
  • Page Setup options
  • Printing worksheets

Note: This course will be taught using the windows operating system environment

This course will familiarize learners with Excel, helping them to create, enter, and edit text, values, and formulas, save workbooks, and move and copy data and formulas. They will work with ranges (contiguous versus non-contiguous), rows, and columns. Participants will also learn to use simple functions and easily apply formatting techniques to worksheet data. They will review workbooks for spelling errors, modify page setup, and learn how to print professional-looking worksheets.   Prerequisites: The course requires that you are familiar with using personal computers and have used a mouse and keyboard; basic typing skills are recommended. You should be comfortable in the Windows environment and be able to use Windows to manage information on your computer. Contents: Spreadsheet terminology The Excel environment Navigating a worksheet Entering and editing text and values Entering and editing formulas Saving and updating workbooks Moving, copying, and viewing data and formulas Absolute references Inserting and deleting ranges, rows, and columns AutoSum and other common functions Text formatting Row and column formatting Number formatting Additional formatting options Preparing to print Page Setup options Printing worksheets Note: This course will be taught using the windows operating system environment
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MS Excel Level 2

This course will teach learners how to work with large worksheets in Microsoft Excel and efficiently use multiple worksheets and workbooks. It will show how to link information from different worksheets and workbooks and introduce more advanced formatting techniques, such as creating custom number formats. In addition, participants will learn how to create outlines and subtotals and create and apply cell names. They will sort, filter, consolidate, remove duplicate data, and create and format tables. Finally, they will learn how to audit worksheets for errors, and how to protect and share workbooks.  

Prerequisites: The course requires that you have successfully completed Excel I or had more than six months using Excel and are familiar with all Excel I materials.

Contents:

  • Managing workbooks and worksheets
  • Setting sheets up in a workbook
  • Viewing large worksheets
  • Printing large worksheets
  • Working with multiple worksheets
  • Cell and range names
  • Linking worksheets
  • Using multiple workbooks
  • Custom Number formatting
  • Using and Creating special formats
  • Transposing data
  • Create and Modify Tables
  • Creating Subtotals.
  • Summarizing large amounts of information
  • Custom Sorting
  • Filtering data
  • Removing Duplicate values
  • Auditing features and error checking
  • Comments and Notes
  • Worksheet and Workbook Protection

Note: This course will be taught using the windows operating system environment

This course will teach learners how to work with large worksheets in Microsoft Excel and efficiently use multiple worksheets and workbooks. It will show how to link information from different worksheets and workbooks and introduce more advanced formatting techniques, such as creating custom number formats. In addition, participants will learn how to create outlines and subtotals and create and apply cell names. They will sort, filter, consolidate, remove duplicate data, and create and format tables. Finally, they will learn how to audit worksheets for errors, and how to protect and share workbooks.   Prerequisites: The course requires that you have successfully completed Excel I or had more than six months using Excel and are familiar with all Excel I materials. Contents: Managing workbooks and worksheets Setting sheets up in a workbook Viewing large worksheets Printing large worksheets Working with multiple worksheets Cell and range names Linking worksheets Using multiple workbooks Custom Number formatting Using and Creating special formats Transposing data Create and Modify Tables Creating Subtotals. Summarizing large amounts of information Custom Sorting Filtering data Removing Duplicate values Auditing features and error checking Comments and Notes Worksheet and Workbook Protection Note: This course will be taught using the windows operating system environment
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MS Excel Level 3

This Excel course is a day of finding ways to save time and energy digging into your data to get the desired result. You will be introduced to various functions that will quickly condense substantial amounts of data through a Pivot Table, pull out specific data through VLOOKUPs, conditional and logical functions, and save time through macros, data validation, and more. This class is a segue into our more focused courses for individual advanced Excel topics.  

Prerequisites: The course requires that you have successfully completed Excel I and II (or had more than six months using the software and are familiar with the concepts presented in Excel I and II).



Contents:

  • Logical functions 
  • Conditional functions 
  • Financial functions 
  • Text functions 
  • Date functions 
  • Lookup functions 
  • Data Validation 
  • PivotTables 
  • Running and recording a macro 

Note: This course will be taught using the windows operating system environment

This Excel course is a day of finding ways to save time and energy digging into your data to get the desired result. You will be introduced to various functions that will quickly condense substantial amounts of data through a Pivot Table, pull out specific data through VLOOKUPs, conditional and logical functions, and save time through macros, data validation, and more. This class is a segue into our more focused courses for individual advanced Excel topics.   Prerequisites: The course requires that you have successfully completed Excel I and II (or had more than six months using the software and are familiar with the concepts presented in Excel I and II).  Contents: Logical functions  Conditional functions  Financial functions  Text functions  Date functions  Lookup functions  Data Validation  PivotTables  Running and recording a macro  Note: This course will be taught using the windows operating system environment
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MS Excel Pivot Tables

Pivot tables are the perfect solution when summarizing and analyzing large amounts of data. You can access a whole new information set in just a few clicks. Pivot tables extract meaning from that endless jumble of numbers on your screen allowing you to group your data differently, drawing helpful conclusions more quickly. If you work with large amounts of data in Excel, you need to know Pivot Tables to work more efficiently.  

Prerequisites: This course requires that you are familiar with Excel. You should have successfully completed Excel I and II or used the software for over six months.

Program Level: Advanced



Contents:

  • PivotTable Fundamentals
  • Creating a Basic Pivot Table
  • Introduce Slicers and other New Pivot Table Tools
  • Customize the Pivot Table View
  • Layout Changes
  • Changing Summary Calculations
  • Using Running Totals, % Of, and Rank Options
  • Grouping, Sorting, and Filtering Pivot Tables
  • Calculations within Pivot Tables
  • Calculated Fields and Calculated items
  • Using Pivot Charts
  • Advanced Pivot Table Tips & Techniques
  • Solutions to Common Pivot Table Problems

Note: This course will be taught using the windows operating system environment

Pivot tables are the perfect solution when summarizing and analyzing large amounts of data. You can access a whole new information set in just a few clicks. Pivot tables extract meaning from that endless jumble of numbers on your screen allowing you to group your data differently, drawing helpful conclusions more quickly. If you work with large amounts of data in Excel, you need to know Pivot Tables to work more efficiently.   Prerequisites: This course requires that you are familiar with Excel. You should have successfully completed Excel I and II or used the software for over six months. Program Level: Advanced  Contents: PivotTable Fundamentals Creating a Basic Pivot Table Introduce Slicers and other New Pivot Table Tools Customize the Pivot Table View Layout Changes Changing Summary Calculations Using Running Totals, % Of, and Rank Options Grouping, Sorting, and Filtering Pivot Tables Calculations within Pivot Tables Calculated Fields and Calculated items Using Pivot Charts Advanced Pivot Table Tips & Techniques Solutions to Common Pivot Table Problems Note: This course will be taught using the windows operating system environment
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MS Excel Tips & Tricks

Learning Excel tips is highly beneficial for anyone working with data or spreadsheets regularly. Understanding keyboard shortcuts, formula shortcuts, data manipulation techniques, and data analysis features can save time and reduce errors. Whether you're a beginner or an experienced user, this class will empower you to work smarter, not harder. 

Prerequisites: The student must be a current Excel user, and have taken Excel Level 1 or have equivalent experience.

Program Level: Intermediate

Contents:

  • Workbooks and File Secrets 
  • Customizing Excel for Efficiency 
  • Filters and slicers
  • The Most Effective Shortcut Keys 
  • Tips for Selecting and Navigating Efficiently 
  • Finding and Filling blank cells
  • Understanding the power of Flash Fill and Autofill
  • Using the Quick Analysis Feature 
  • Using Conditional Formatting
  • Finding Duplicate records
  • Using Data Validation
  • How to effectively use Excel Indenting 

Note: This course will be taught using the windows operating system environment

Learning Excel tips is highly beneficial for anyone working with data or spreadsheets regularly. Understanding keyboard shortcuts, formula shortcuts, data manipulation techniques, and data analysis features can save time and reduce errors. Whether you're a beginner or an experienced user, this class will empower you to work smarter, not harder.  Prerequisites: The student must be a current Excel user, and have taken Excel Level 1 or have equivalent experience. Program Level: Intermediate Contents: Workbooks and File Secrets  Customizing Excel for Efficiency  Filters and slicers The Most Effective Shortcut Keys  Tips for Selecting and Navigating Efficiently  Finding and Filling blank cells Understanding the power of Flash Fill and Autofill Using the Quick Analysis Feature  Using Conditional Formatting Finding Duplicate records Using Data Validation How to effectively use Excel Indenting  Note: This course will be taught using the windows operating system environment
Copy URL: https://letscatapult.org/events/ms-excel-tips-tricks/