Excel for the Executive or Professional MBA

A full day of training with Chris Menard

I will be leading a full day of training on Microsoft Excel Beginner, Intermediate and Advanced for the Executive / Professional MBA students at the University of Georgia Terry College of Business.

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If you encouter any problems, please contact Chris here.

Chris Menard

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Saturday, July 22, 2023 - Zoom Meeting

9:00am – 10:30am MS Excel: Essentials/Beginner
10:30am – 10:45am Break
10:45am – 12:15pm MS Excel: Intermediate 1
12:15pm – 1:00pm Lunch
1:00pm – 2:30pm MS Excel: Intermediate 2
2:30pm – 2:45pm Break
2:45pm – 4:00pm MS Excel: Advanced

See below for details of topics covered in each session.



Terry Executive Education Center

Terry College of Business University of Georgia

The Terry Executive Education Center is Terry College’s “home away from home” in the Buckhead district of Atlanta. Designed and constructed to maximize the educational experience, the 33,000 square foot facility boasts modern conference rooms, a 120-capacity special events space, interview suites, private break-out rooms, and tiered executive classrooms.

Read more about the Terry Executive Education Center


Resources and links:

Files area for these sessions

If we need any files during these sessions, they will be uploaded at the following link:

View session files


Downloadable files (UGA)

UGA Excel keyboard shortcuts (Size: 117.4KB)

PDF version of keyboard shortcuts cheatsheet for Excel

UGA Excel keyboard shortcuts (Word format) (Size: 111.3KB)

Word format downloadable Excel keyboard cheatsheet.

UGA_2022 (Size: 2.3MB)

Analyzing Financial Data with Excel

  • Vertical Analysis
  • Horizontal Analysis (aka Trend Analysis)
  • Cost-Volume Profit Analysis
  • Breakeven chart
  • Product Mix

Excel Microsoft 365 Essentials

Getting started

  • Topic A: Spreadsheet terminology
  • Topic B: The Excel environment
  • Topic C: Getting help
  • Topic D: Navigating a worksheet

Entering and editing data

  • Topic A: Entering and editing text and values
  • Topic B: Entering and editing formulas
  • Topic C: Working with pictures
  • Topic D: Saving and updating workbooks

Modifying a worksheet

  • Topic A: Moving and copying data
  • Topic B: Moving and copying formulas
  • Topic C: Absolute and relative references
  • Topic D: Inserting and deleting ranges, rows, and columns


  • Topic A: Entering functions
  • Topic B: AutoSum
  • Topic C: Other common functions


  • Topic A: Text formatting
  • Topic B: Row and column formatting
  • Topic C: Number formatting
  • Topic D: Conditional formatting
  • Topic E: Additional formatting options


  • Topic A: Preparing to print
  • Topic B: Page Setup options
  • Topic C: Printing worksheets


  • Topic A: Chart basics
  • Topic B: Formatting charts

Managing large workbooks

  • Topic A: Viewing large worksheets
  • Topic B: Printing large worksheets
  • Topic C: Working with multiple worksheets

Excel Microsoft 365 Intermediate

Using multiple worksheets and workbooks

  • Topic A: Using multiple workbooks
  • Topic B: Linking worksheets with 3-D formulas
  • Topic C: Linking workbooks
  • Topic D: Managing workbooks

Advanced formatting

  • Topic A: Using special number formats
  • Topic B: Using functions to format text
  • Topic C: Working with styles
  • Topic D: Working with themes
  • Topic E: Other advanced formatting

Outlining and subtotals

  • Topic A: Outlining and consolidating data
  • Topic B: Creating subtotals

Cell and range names

  • Topic A: Creating and using names
  • Topic B: Managing names


  • Topic A: Sorting and filtering data
  • Topic B: Advanced filtering
  • Topic C: Working with tables

Web and sharing features

  • Topic A: Saving workbooks as Web pages
  • Topic B: Using hyperlinks
  • Topic C: Sharing workbooks

Advanced charting

  • Topic A: Chart formatting options
  • Topic B: Combination charts
  • Topic C: Graphical elements

Documenting and auditing

  • Topic A: Auditing features
  • Topic B: Comments in cells and workbooks
  • Topic C: Protection
  • Topic D: Workgroup collaboration

Templates and settings

  • Topic A: Application settings
  • Topic B: Built-in templates
  • Topic C: Creating and managing templates

Excel Microsoft 365 Advanced

Advanced functions

  • Topic A: Logical functions
  • Topic B: Math and statistical functions
  • Topic C: Financial functions
  • Topic D: Displaying and printing formulas

Lookups and data tables

  • Topic A: Using lookup functions
  • Topic B: Using MATCH and INDEX
  • Topic C: Creating data tables

Advanced data management

  • Topic A: Validating cell entries
  • Topic B: Exploring database functions

PivotTables and PivotCharts

  • Topic A: Working with PivotTables
  • Topic B: Rearranging PivotTables
  • Topic C: Formatting PivotTables
  • Topic D: PivotCharts

Exporting and importing

  • Topic A: Exporting and importing text files
  • Topic B: Exporting and importing XML data
  • Topic C: Querying external databases

Analytical tools

  • Topic A: Goal Seek and Solver
  • Topic B: The Analysis ToolPak
  • Topic C: Scenarios
  • Topic D: Views

Macros and custom functions

  • Topic A: Running and recording a macro
  • Topic B: Working with VBA code
  • Topic C: Creating functions

Conditional formatting and SmartArt graphics

  • Topic A: Conditional formatting with graphics
  • Topic B: SmartArt graphics