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Excel Basics for School Business Finance

Excel Basics for School Business Finance

Unlock the power of Excel for school business finance.

Presented by Kay Pugh, Financial Analyst with the San Diego County Office of Education, this four-part course will take your financial management skills to new heights. Starting with a beginner's tour, you'll navigate through Excel's interface and learn essential data entry and formatting techniques. Kay will demystify Excel formulas so you can say goodbye to manual calculations and be on your way to creating insightful pie charts with ease.

Ever wondered how to harness the power of pivot tables for account reconciliation? This course will guide you step-by-step to become a pivot table pro in no time. With downloadable Excel templates, demonstration data, and an Excel "Cheat Sheet," you'll get hands-on experience right alongside the presenter. By the end of the course, you'll put it all together by leveraging datasets and pivot tables to build a captivating presentation slide.

Embrace the world of Excel to level up your finance skills today!

Continuing Education
3.00 CEUs

Competency Level
Learning Objectives
  • Format Excel spreadsheets for school business finance tasks, including data entry, basic calculations, and pie charts.
  • Use formulas and copy-paste techniques to efficiently manipulate financial data and perform accounting tasks within Excel.
  • Create pivot tables to analyze and reconcile financial accounts.
  • Synthesize datasets to build insightful financial presentations and reports.