Tables: The Portal to Modern Excel

This will be a walkthrough of Chapter 1 of my book You do NOT need to have read the book, but you're certainly welcome to! We'll be walking through the content together for an hour and I'll try taking any questions from readers about the book.

• A recording will be made available after the event.
• All downloads used during the event will come from the book's free online repository.

• The importance and foundational aspects of using tables in Excel to enhance data analysis.
• How to properly utilize table headers and footers to structure your data effectively.
• The advantages of naming tables for easier reference and organization in formulas and data analysis.
• The significance of formatting tables to improve readability and presentation.
• The concept of tidy data and the necessary steps to reorganize data into a tidy format for advanced analytical tasks.
• How Excel tables integrate with tools like Power Query and Power Pivot to expand data manipulation capabilities beyond basic table functionalities.

• Create tables in Excel and convert existing data ranges into formatted tables.
• Implement headers and footers in tables, customize their features such as total rows, and use structured references.
• Name tables within Excel to streamline references and improve clarity in formulas.
• Apply various formatting options to enhance the visual appeal of tables, including banded rows and colored headers.
• Reorganize data into a tidy format, adhering to the principles of tidy data for more effective analysis.
• Integrate Excel tables with Power Query for data transformation tasks, further leveraging the structured references for automated updates and calculations.

Typical job titles might include:

• Data analysts
• Financial analysts
• Marketing coordinators
• Accountants
• Controllers
• Operations analysts

• Please have an up-to-date version of Microsoft 365 for desktop installed prior to the workshop.
• To make the most of the workshop, you will have some experience in topics such as taking sums and counts, creating calculated columns, and using relative and absolute references in Excel.
• It is recommended to attend this workshop on a Windows machine
• No other preparation is needed.

George Mount is the founder of Stringfest Analytics. He has over 10 years of experience in data analytics and holds master’s degrees in both finance and information systems from Case Western Reserve University. George is the author of Advancing into Analytics: From Excel to Python and R (O’Reilly, 2021) and Modern Data Analytics in Excel: Using Power Query, Power Pivot, and More for Enhanced Data Analytics (O'Reilly, 2024). He is a recipient of the Most Valuable Professional (MVP) award from Microsoft for technical excellence & community advocacy.

I look forward to seeing you at the event!

If your team is looking for custom training in Modern Excel, check out my corporate workshops.

Event Venue

Online