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Excel for Managing Budgets and Financial Data - Part II

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.


Continue learning Excel for managing budgets and financial data. Discover data validation, conditional formatting, data-management tools and more.

This is the second 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.
  • Tools for managing data
  • Data validation
  • Conditional formatting
  • Logical functions and their uses
  • Time-saving strategies and shortcuts
  • Printing issues
  • Software integration (using Excel with Word or PowerPoint )

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.