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Excel for Managing Budgets and Financial Data - Part I

Class Code


Class Description

Effective immediately in response to COVID-19, most Technology Training classes will be delivered online until further notice.

In advance of each session, Tech Training will provide you with a Zoom link to your class, along with any required class materials.

Do you have trouble managing budgets and financial data in Excel? Would you like to become more proficient in it? This class provides you with the essential skills and tools to manage financial data in Excel. 

This is the first of two, 1/2-day classes for finance professionals who want to get better in Excel.
  • Learning Objectives:
  • Develop a deeper understanding of Excel's tools, crucial for financial data management.
  • Develop the essential Excel skills required for preparing and tracking budgets and for working with financial data.
  • Become more productive and efficient when working with Excel.
  • Financial functions category in Excel.
  • Numbers and number formatting in Excel.
  • Best practices for efficient formula building.
  • How to use named ranges and named constants and why.
  • Working with Excel tables
  • The secrets of sorting and filtering data.
  • The techniques for using lookup functions.

University IT Technology Training classes are only available to Stanford University staff, faculty, students and Stanford Hospitals & Clinics employees. A valid SUNet ID is needed in order to enroll in a class.