Excel Training in San José

Excel is a spreadsheet application used for data entry, analysis, reporting, and automation.

This instructor-led, live training (online or onsite) is aimed at beginner-level to advanced-level users who wish to build confidence and proficiency across Excel’s essential, intermediate, and advanced capabilities.

Upon completion of this training, participants will be prepared to:

• Work confidently with spreadsheets, formulas, and formatting.
• Use intermediate tools such as tables, charts, and conditional logic.
• Apply advanced functions, data analysis features, and automation techniques.
• Create professional worksheets that support business decision-making.

Format of the Course

• Instructor-led demonstrations and guided explanations.
• Extensive workbook exercises and hands-on practice.
• Practical lab activities using real-world spreadsheet scenarios.

Course Customization Options

• For tailored coverage based on your department’s workflows, please contact us to arrange a customized version of this course.

Excel is a widely used spreadsheet application for data organization, analysis, and automation.

This instructor-led, live training (online or onsite) is aimed at intermediate-level Excel users who wish to apply Excel for inventory control, budgeting, reporting, and automation using real-world datasets.

By the end of this training, participants will be able to:

• Use formulas such as SUMIF, IF, VLOOKUP, and SUMIFS for inventory and purchasing scenarios.
• Handle and analyze large datasets of 5,000+ rows efficiently.
• Create and interpret pivot tables for monthly and accumulated tracking.
• Automate repetitive reporting tasks using macros.
• Track material purchases versus consumption with structured templates.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

This instructor-led, live training in San José (online or onsite) is aimed at beginner-level to advanced-level data analysts who wish to use Excel to perform a variety of tasks such as data entry, formula creation, data analysis, and advanced automation.

By the end of this training, participants will be able to:

• Navigate Excel’s interface and perform basic data entry, formatting, and calculations.
• Apply advanced formulas, functions, and conditional formatting for data analysis.
• Create and manage pivot tables and charts for data visualization.
• Use tools like Power Query, Power Pivot, and perform data analysis.
• Automate tasks using macros and VBA to streamline workflows.

This instructor-led, live training in San José (online or onsite) is aimed at beginner-level to intermediate-level professionals who wish to enhance their productivity and efficiency by leveraging the advanced features of Excel and Google Sheets for data organization, analysis, and collaboration.

By the end of this training, participants will be able to:

• Navigate and utilize the core features of Excel and Google Sheets.
• Perform data analysis and create actionable insights using advanced spreadsheet techniques.
• Collaborate in real-time using Google Sheets for seamless teamwork.
• Create reusable templates for reporting, tracking, and project management.

This instructor-led, live training in San José (online or onsite) is aimed at data analysts or anyone who wishes to learn how to use Excel for creating data models for data analysis.

By the end of this training, participants will be able to:

• Learn to analyze and solve any business problems using structured problem-solving tools.
• Navigate Excel tools with ease.
• Set up, format, and present data effectively.
• Understand the logical structure and apply correct functions to Excel models.

Excel is a popular spreadsheet program created by Microsoft. Jest used to store, organize and analyze data in tabular form. Here are some key features and functions of Excel: 1. Spreadsheets: It consists of sheets, where each sheet is an array consisting of cells arranged in rows and columns. It allows you to create multiple sheets in one file, which allows you to organize different data sets. 2. Calculations and Formulas: Allows you to perform a variety of mathematical, statistical and logical calculations using formulas. It has a wide set of built-in functions such as SUM, AVERAGE, MAX, MIN, IF, VLOOKUP, etc. 3. Data Formatting and Appearance: Provides tools for formatting data, including changing font, color, style, and creating charts, pivot tables and diagrams. 4. Sorting, Filtering and Grouping: Allows you to sort data according to specific criteria. Allows you to filter data to display only selected information. Possibility to group data depending on needs. 5. Data analysis: Tools for performing advanced analyzes such as scenario analysis, trends, forecasting, and creating macros. 6. Data Sharing: Enables real-time data sharing and collaboration, allowing multiple users to work on the same data simultaneously. 7. Task automation: Ability to create macros and automate tasks using the programming language VBA (Visual Basic for Applications). Excel is widely used in various fields, from business to science and education. Its comprehensive features enable data analysis, creation of reports, budgets, schedules, data management and many other applications.

This instructor-led, live training in San José (online or onsite) is aimed at data analysts who wish to use VBA in Excel for automating tasks.

By the end of this training, participants will be able to:

• Record and edit macros as required.
• Write procedures using data from the sheet.
• Create your own functions.
• Handle an event (opening worksheet cell update etc.) by means of the handler.
• Create a form.

Audience

Analysts, researchers, scientists, graduates and students and anyone who is interested in learning how to facilitate statistical analysis in Microsoft Excel.

Course Objectives

This course will help improve your familiarity with Excel and statistics and as a result increase the effectiveness and efficiency of your work or research.

This course describes how to use the Analysis ToolPack in Microsoft Excel, statistical functions and how to perform basic statistical procedures. It will explain what Excel limitation are and how to overcome them.

This instructor-led, live training in San José (online or onsite) is aimed at data analysts who wish to learn techniques for preparing data in Excel, then visualizing it in Power BI.

By the end of this training, participants will be able to:

• Understand the principles of data analysis, objectives of data analysis, and approaches for data analysis.
• Use DAX formulas in Power BI for complex calculations.
• Create and use visualizations and charts for particular analysis cases.
• Import with Power View to move from Excel based Power BI to independent Power BI.

Microsoft Excel is a powerful spreadsheet application used for organizing, analyzing, and visualizing data.

This instructor-led, live training (online or onsite) is aimed at beginner-level data analysts who wish to use Excel for data analysis and reporting.

By the end of this training, participants will be able to:

• Create and manage spreadsheets in Excel.
• Format and organize data for clarity and efficiency.
• Use formulas and functions to automate calculations.
• Visualize data using charts, tables, and conditional formatting.
• Collaborate and share workbooks securely in Microsoft 365.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

During the training, will present the issues of financial analysis using the advanced features of Excel.

This course is intended for financial analysts, accountants and all those who want to expand their skills spreadsheet with issues of financial analysis.

This instructor-led, live training in San José (online or onsite) is aimed at data analysts who wish to program in R for Excel.

By the end of this training, participants will be able to:

• Toggle and move data between Excel and R.
• Use R Tidyverse and R features for data analytic solutions in Excel.
• Extend their data analytical skills by learning R.

In this instructor-led, live training in San José (onsite or remote), participants will learn how to combine the capabilities of Python and Excel.

By the end of this training, participants will be able to:

• Install and configure packages for integrating Python and Excel.
• Read, write, and manipulate Excel files using Python.
• Call Python functions from Excel.

This instructor-led, live training in San José (online or onsite) is aimed at beginner-level analysts who wish to use Excel VBA to automate repetitive work, clean and transform data, and improve reporting processes.

By the end of this training, participants will be able to: record and edit macros, write simple VBA procedures, work with Excel objects for reporting tasks, and debug basic automation solutions.

Please answer the following questions:

• Is your daily work in Excel is a never-ending string of commands copy-paste?
• Are you wasting time on repetition of similar operations to prepare the data for analysis?
• Do you know all the keyboard shortcuts in Excel, but you are not satisfied with the results?
• Rather than deal with data analysis and preparation of wasting time?
• Do you have to manually verify the correctness of such data obtained from different systems?
• Do you have to stay at work after hours or Excel to take books home because not doing during the day?
• Is Your job is to prepare reports based on a large data set?
• Do you feel that working in Excel, you come to a roundabout way of results?

If you can answer YES to one of the questions then it's time stop this nightmare. This training is for you.

Find out how you can speed up your daily operations and get most out of MS Excel.

WARNING

After the training, your life will change dramatically. Activities, which occupied the whole day will take just a few moments. Are you ready for this?

Excel is a versatile tool that has been widely used in various areas, from data analysis to project management. Its flexibility and ease of use make it a popular tool for working with data and analysis in many fields. Excel allows you to create spreadsheets in which you can enter data, calculate formulas, analyze data and present results in the form of tables, charts or reports. It has a rich set of built-in mathematical, statistical and financial functions that facilitate calculations and data analysis. It allows you to generate various types of charts (e.g. bar, line, pie) based on data from the spreadsheet, which helps you visualize and present data. Excel offers tools for sorting, filtering, grouping data, as well as creating pivot tables and preliminary data analysis. It is used in business for budgeting, planning, tracking expenses, analyzing sales, creating financial reports, etc. It can be used to create schedules, project plans, manage tasks, and track progress.

This instructor-led, live training in San José (online or onsite) is aimed at beginner-level to intermediate-level business analysts and data analysts who wish to use Excel to perform data analysis and reporting for their projects and tasks.

By the end of this training, participants will be able to:

• Use Excel formulas and functions to perform calculations and data manipulation.
• Use Excel data analysis tools such as PivotTables, What-If Analysis, and Forecasting to summarize and visualize data.
• Use Excel charts and graphs to create and customize data visualizations.
• Use Excel data validation and conditional formatting to ensure data quality and highlight data insights.
• Use Excel data import and export features to connect to external data sources and share data with others.