Expert Excel Consulting Classes

We are highly experienced at conducting formal Excel and Access classes. For example, Marilyn is currently working as a collegiate Excel instructor in addition to being an expert Excel consultant with my firm. Marilyn's Excel book is a good example of her ability to generate high quality commercial instructional materials for her students and our clients as well as having over ten years of formal Excel instruction experience. You really could not ask for a better Excel teacher.

Our Excel and Access classes are custom tailored to the needs of the specific client versus pre-developed or canned commercially available training materials. Before we even begin to determine what instructional materials are needed we look at your company's exact needs, based on your actual files that your team uses at work, and we build the class around that. When possible we ask for an example of your Excel workbooks and/or Access databases, and we insert our training examples inside your actual working files. The materials then instantly make sense to your staff, and they can then focus on grasping the topics being taught as they are already familiar with the Excel workbooks and/or Access databases. They can take the training materials back to work with them, and reference them at later point, if needed. We have found that this approach lessens the learning curve, it allows the students to ask better questions, and to ultimately learn more in less time. This approach means more effort on our part, but it also means better results on your part. While are corporate office is located in the Irvine California area, we also have developer offices in San Francisco, Los Angeles, New York, Arizona, Florida, Georgia, North Carolina, Sydney, Manchester, and London, to name a few.

Our philosophy, we teach you everything that you need to know and nothing else. This is important when you consider many Excel and Access books exceed 1,200 pages or more, and those are the beginner books!

We take your ideas as far as what you need to learn and we build the class around them. It works well.

Learn Excel and Access

• Become an Excel Expert
• Learn to be an Access expert
• Learn PivotTables in both apps
• Create advanced graphs
• Learn VLookups and HLookups
• Learning SumIfs is a must
• If statements, and embedded Ifs
• UserForms for Automation
• Conditional Formatting
• DashBoards and ScoreCards
• Index/Match, Offset, Indirect
• Macros (Visual Basic for Apps)
• Automation and integration
• AutoFilters and advanced filters
• Excel 2007, Excel 2010
• Lotus 123 conversions
• Access action queries
• MakeTable, append, delete
• Update, crosstab, union
• Access forms interface
• Automate access
• Copy/Paste/Past Special
• We go at your pace
• Custom tailored to you
  
  

  

Expert Access Programming Training

Unlike Excel, Access is a difficult and intimidating application to learn, that is without proper training. The sheer volume of information to learn is overwhelming to beginners, and as such, often they have no idea of where to even start. They can flounder needlessly for months on end, never reaching their destination or their potential. Access is one of those applications that should be taught and not self learned, at least not until you get into the intermediate level. Allow an expert to show you where the pieces go, and you can quickly see the solution fall into place.

That said, with proper instruction and guidance, Access can actually be a real joy to learn and to work with. As the student begins to grasp the application and what is possible within Access you can see the light in their eyes, and they quickly understand that there work day will never be the same again. They usually become the star of the office, your internal go to person.

If you become an intermediate Access user you can begin to shave hours off of your day, you can eliminate costly human errors and the time associated with the corrections, that is if you are lucky enough to find the errors, and preferably not in the presentation or month-end. Ultimately you can do more important work such as finding business opportunities.

For example, most financial analysts spend more of their time manipulating data in Excel and/or Access than they actually spend doing financial analysis. They are wasting their time and your money. And I know this from personal experience, for I, just as Mr. Excel, started my career as a financial analyst. And once I saw what VBA and Access could do, I never looked back.

Excel and Access Mentoring

Mentoring. Now that can be as much fun for the instructor as it is for the student. Take someone who has intense passion to absorb Excel and/or Access and the possibilities are endless. There is so much that can be taught with this method. Though not everything is formally taught, some of it is the mentor briefly describing the topic, and then directing the student as to where to go to learn more, on their own, and for them to have time to research the topics and experiment with the materials taught. This followed up with a more detailed review and conversation on the materials. This is when the student really learns, and begins to go from intermediate to advanced. Still not an expert, but moving up to the advanced level. Becoming an expert is still years ad years away from the advanced .

• Build robust Access applications
• Learn to master Access forms GUI for automation
• Build Access Front-End, Back-End systems
• Import Excel data in Access and return to Excel
• Learn VLookups, HLookups, SumIfs, If Statements
• Excel Arrays and Pivot Tables
• Build Excel User Forms