Microsoft Excel Level I

Microsoft Excel is used in many jobs and at home to organize data and perform reliable, repeat calculations. This course focuses on navigating Excel, entering data, performing calculations, modifying worksheets, formatting cells, and applying styles and themes.

We are now offering both in-person and live online sessions. Check session details for format.

To participate in the live online sessions, you must have

  • a computer
  • reliable internet connectivity
  • Microsoft Excel version 2016 or later (preferably)
  • computer audio with microphone or headphones with microphone
  • webcam, built-in or added – strongly recommended for interaction with the instructor and class participants

This course can be applied to the Business Analysis Certificate.


Jennifer Buchholz, MA

Jennifer Buchholz, MA

Jennifer Buchholz is the founder of Excel & Flourish, a Microsoft Partner and Microsoft Certified Trainer who specializes in M365 adoption and training. She’s based in Milwaukee and has served companies in a variety of industries across the U.S. She ... read more

Greg Patterson

Greg Patterson

Greg Patterson is president and CEO of Great Lakes Training and Consulting. As president, Greg has conducted training for many companies, including several Fortune 500 companies. Mr. Patterson has trained small and large companies within the United States and internationally. ... read more

Course Outline/Topics

Lesson 1: Getting Started With Excel

 Topic A: Navigate the Excel User Interface

 Topic B: Use Excel Commands

 Topic C: Create and Save a Basic Workbook

 Topic D: Enter Cell Data

 Topic E: Use Excel Help


Lesson 2: Performing Calculations

 Topic A: Create Worksheet Formulas

 Topic B: Insert Functions

 Topic C: Reuse Formulas and Functions


Lesson 3: Modifying a Worksheet

 Topic A: Insert, Delete and Adjust Cells, Columns and Rows

 Topic B: Search for and Replace Data

 Topic C: Use Proofing and Research Tools


Lesson 4: Formatting a Worksheet

 Topic A: Apply Text Formats

 Topic B: Apply Number Formats

 Topic C: Align Cell Contents

 Topic D: Apply Styles and Themes

 Topic E: Apply Basic Conditional Formatting

 Topic F: Create and Use Templates


Lesson 5: Printing Workbooks

 Topic A: Preview and Print a Workbook

 Topic B: Set Up the Page Layout

 Topic C: Configure Headers and Footers


Lesson 6: Managing Workbooks

 Topic A: Manage Worksheets

 Topic B: Manage Workbook and Worksheet Views

 Topic C: Manage Workbook Properties


Experience using Windows


Contact Christine Sigrist at or 414-227-3336 to learn more about delivering this course to your business or organization.


"Greg did a tremendous job. He knows his way around this software. Covered just enough material that it didn’t get overwhelming for the first session."  —  Gary Oldenburg, Danfoss LLC, May 2021

"Beginners level but still covered a lot. Greg is obviously very knowledgeable but made you feel welcome to ask all questions and explained them well. If I had teachers like him in school, I may have been valedictorian."  —  Alberto A Aranda, Milwaukee Public Schools Division of Facilities and Maintenance, April 2021

"Greg Patterson was very patient with the class. He knows his stuff. Great instructor and Rebecca from UWM was awesome as well."  —  Daniel M. Swiatkowski, Crew Leader for T.A.B. and the Metal Shop, Milwaukee Public Schools, April 2021

"Greg is knowledgeable, thorough and patient – qualities that transcend the diverse experience within the class [sic]."  —  Giles Patterson, Milwaukee Public Schools Department of Facilities and Maintenance, April 2021

"Such a great class! Greg is such a fun, smart, witty and engaging teacher. I would take so many classes with him. He challenges you, keeps you interested, which is hard for a big group of random people, and I learned so much. I thought I knew Excel well, but I already learned a lot from just class 1. Planning on coming back for Excel 2 and 3. I really hope that Greg is my teacher again. Could not recommend more highly as an instructor!"  —  Erin TerBeek (Olson), Prospect Researcher, Greater Milwaukee Foundation

"Greg Patterson is an excellent instructor! Personable. Made me feel as though we’d been in class together before. Very patient. Welcomed any and all questions, even if they were “help, I’m lost” or “help, don’t know what I did wrong.” Looking forward to Levels II & III with Greg."  —  Ruth Alpizar, Acelero Learning Wisconsin

"Great teacher; incredibly helpful, funny and engaging."  —  Tammy Tellock, BelAir Cantina, Operations and Training Manager

"This course was very good for a beginner level; [it] went over many of the various features of Excel. Plus [it] taught me new skills that I can use at my job. Greg was well informed; [he] kept the class on track and interactive. It was not boring but was still informative and inclusive."  —  Jennifer Held, Job Cost Accountant

"I learn a lot of new skills in Excel. It will really make my data entries more pleasant and accurate. Hopefully, I can be part of Level II."  —  Jerry Northern II, MPS Plumbing Shop, April 2021

Date: Tue, Sept 10, 2024

Delivery Method: In-person

Time: 8:30am-4pm CT

Location: UWM School of Continuing Education

Instructor: Jennifer Buchholz MA


$249 by Aug 27, 2024
$274 after Aug 27, 2024

CEUs: .7

Enrollment Limit: 20

Program Number: 5070-16150

Registration Deadline: Sept 10, 2024

Register Now

Date: Tue-Wed, Feb 4-5, 2025

Delivery Method: Live Online

Time: 8am-Noon CT

Platform: Canvas

Instructor: Greg Patterson


$249 by Jan 21, 2025
$274 after Jan 21, 2025

CEUs: .7

Enrollment Limit: 12

Program Number: 5070-16181

Registration Deadline: Feb 4, 2025

Register Now

Date: Tue, Apr 29, 2025

Delivery Method: In-person

Time: 8:30am-4pm CT

Location: UWM School of Continuing Education

Instructor: Greg Patterson


$249 by Apr 15, 2025
$274 after Apr 15, 2025

CEUs: .7

Enrollment Limit: 20

Program Number: 5070-16153

Registration Deadline: Apr 29, 2025

Register Now


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