Excel Basics - The Foundations for Great Analysis

Having strong foundations in Excel is a critical skill that most business professionals require at a basic level in order to be effective and efficient at data analysis. This needs to go beyond a training course that simply teaches how to calculate a mortgage and perform other basic functions that will most likely never be used, or an online course that covers generic use of data.

This virtual classroom training dives into the most important elements of Excel to give participants confidence while working in the application, including: moving around a spreadsheet, writing basic formulas like SUM, COUNT, RANK, UNIQUE, IFERROR, and conditional formulas, formatting cells, understanding absolute and relative ranges, and creating basic charts and PivotTables. We use examples that are very common in retail and CPG, so it also helps participants learn some best practices in analyzing and calculating key measures in their data.

There are many hands-on workshops in this fast-paced session. We can adjust focus areas based on the unique needs of your organization with an emphasis on specific topic areas. We can also use data and examples from your business to increase relevancy. 


Optimum class size: 10-15 participants (maximum 25)

Length of session: 120-150 minutes

Cost: Starts at $3,000 USD (includes development, customization, delivery, student notes, hands-on workshops). Multiple sessions of the same topic are at a reduced price.

Core Competency:  DATA AND ANALYTICS


This session can be combined with other training topics to create a virtual training series over days, weeks or months.



  • To explain the keys to help you move efficiently and effectively through Excel worksheets
  • To identify the steps needed to sort data
  • To list some common Excel formulas and the nomenclature for each (SUM, COUNT, RANK, SUMIF, ISERROR)
  • To describe how to create and format basic charts in Excel
  • To explain when to use PivotTables and how to make a basic PivotTable


Contact us for more details



Best 3-hour lecture / class I've ever attended!
Time went by too quickly.
I learned many new things (i.e. formula building, shortcuts, and emphasis on what I'm trying to say or do in Excel).
Handouts are incredibly helpful and I will go back to reference them.

Virtual Classroom Training FAQ:

  • What will individuals learn? Each Virtual Classroom training has defined learning objectives. If you have a question about what is specifically covered, please email info@cmkg.org to request more information.
  • What is required of individuals? Virtual Classroom training is designed as highly interactive and requires individual participation through chat, whiteboards, breakout rooms, contests, quizzes, and more. There may also be additional work required before class sessions and/or homework between class sessions.
  • Want to customize your training? With customized training, you’ll be able to focus on the specific areas where you’d like to optimize and hone your team’s skills. Personalizing your training allows you to tailor longer and extra sessions to fit your exact needs and overall goals. In addition, your customized training session can be expanded and combined with other sessions to create a virtual training program and/or regular sessions on different topic areas (chosen by you!) every month or two. Pricing will vary depending on the specifics of your customized training.

What are some other topics for Virtual Classroom training? 

Customize Your Training by Creating Your Own Topic, Combining Topics, or Creating Your Own Training Program!

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