Excel for Business: Essentials to Advanced

Schedule

Mon, 22 Jun, 2026 at 06:00 pm to Mon, 06 Jul, 2026 at 06:00 pm

UTC-06:00
Location

2530 S 500 E, Salt Lake City, UT 84106-1316, United States | Salt Lake City, UT

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Our Excel for Business Owners program helps aspiring entrepreneurs master both basic and advanced Excel to manage finances, analyze data, and make smarter business decisions with tools like ChatGPT, Claude or Copilot embedded in Excel.
Excel Essentials
​Week 1 – June 22: Foundations & Financial Formulas
​Set up spreadsheets with professional formatting
​Apply SUM, AVERAGE, MIN, MAX in business contexts (e.g., sales tracking, expense summaries)
​Week 2 – June 29: Logical Functions & Decision-Making
​Use IF functions for logical comparisons
​Apply to business scenarios: pricing decisions, budgeting, and conditional reporting
​Week 3 – July 6: Data Management & Analysis
​Organize and analyze data with MULTIPLY, FILTER, SORT, and DATA VALIDATION
​Create Named Ranges for efficiency
​Practice with real-world business examples: client lists, sales data, reporting accuracy
​Week 4 – July 13: Final Exam & Celebration
​Apply all skills to a practical business scenario
​Review and reinforce concepts learned in previous weeks
​Excel Advanced
​Week 5 – July 20: Organizing & Retrieving Business Data
​Use XLOOKUP and INDEX/MATCH for advanced data retrieval
​Analyze business datasets efficiently
​Week 6 – July 27: PivotTables & Interactive Dashboards
​Create PivotTables for summarizing business data
​Build interactive dashboards for reporting and decision-making
​Week 7 – August 3: Efficiency & Automation
​Apply Advanced Conditional Formatting and Macros to automate tasks
​Streamline repetitive business operations
​Week 8 – August 10: Final Exam & Celebration
​Demonstrate mastery through a real-world business dataset
​Present insights and analysis from course exercises
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Where is it happening?

2530 S 500 E, Salt Lake City, UT 84106-1316, United States

Event Location & Nearby Stays:

Know what’s Happening Next — before everyone else does.
Westminster Center for Financial Wellness
Host or PublisherWestminster Center for Financial Wellness

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