Microsoft Excel Level II

Microsoft Excel allows users to create and manage spreadsheets to manipulate data used in personal finance, budget preparation, financial and investment analysis, business modeling, sales forecasting and other calculating and analytical applications.

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

To participate in live online courses, you must have

  • a computer
  • reliable internet connectivity
  • Microsoft Excel version 2016 or later preferably
  • computer audio 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.


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: Customizing the Excel Environment

  • Configure Excel Options
  • Customize the Ribbon and the Quick Access Toolbar
  • Enable Excel Add-Ins

Lesson 2: Creating Advanced Formulas

  • Use Range Names in Formulas
  • Use Specialized Functions
  • Use Array Formulas

Lesson 3: Analyzing Data with Functions and Conditional Formatting

  • Analyze Data by Using Text and Logical Functions
  • Apply Advanced Conditional Formatting

Lesson 4: Organizing and Analyzing Datasets and Tables

  • Create and Modify Tables
  • Sort Data
  • Filter Data
  • Use SUBTOTAL and Database Functions

Lesson 5: Visualizing Data with Basic Charts

  • Create Charts
  • Modify and Format Charts

Lesson 6: Analyzing Data with PivotTables, Slicers, and PivotCharts

  • Create a PivotTable
  • Analyze PivotTable Data
  • Present Data with PivotCharts
  • Filter Data by Using Slicers


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


"Learned a lot of cool new tricks to be as efficient as possible when working with Excel. Instructor was very good at keeping everyone engaged throughout the entire course!"  —  Ashley M. Crown - Danfoss, Milwaukee WI, May 2021

"Greg was great! Definitely recommending this course to my coworkers."  —  Course participant, December 2021

"Excellent instruction. Would recommend highly."  —  Course participant, May 2021

"Excellent instructor! Greg Patterson is superb!"  —  Ruth Alpizar, Acelero Learning Wisconsin, 2021

"I liked that Greg was able to handle all levels of learning with this course. Great information in a next-level course. Pace was good to learn areas. I really enjoyed the continuing education course and would come back."  —  Lisa Lumani, Store Manager, H&M, 2019

"I was happy to learn the foundation of processes and the right way. I have learned how to create certain reports from hand-me-down behaviors, but this will help me to analyze new data."  —  Heather Kutz, Sales Operations Manager, Sprint, 2019

Date: Tue, Oct 3, 2023

Delivery Method: In-person

Time: 8:30am-4pm CT

Location: UWM School of Continuing Education

Instructor: Greg Patterson

Fee: $274

CEUs: 0.7

Enrollment Limit: 20

Program Number: 5070-15372

Registration Deadline: Oct 3, 2023

Register Now

Date: Tue-Wed, Feb 20-21, 2024

Delivery Method: Live Online

Time: 8am-Noon CT

Platform: Zoom

Instructor: Greg Patterson


$249 by Feb 6, 2024
$274 after Feb 6, 2024

CEUs: 0.7

Enrollment Limit: 10

Program Number: 5070-15377

Registration Deadline: Feb 20, 2024

Register Now

Date: Tue, May 7, 2024

Delivery Method: In-person

Time: 8:30am-4pm CT

Location: UWM School of Continuing Education

Instructor: Greg Patterson


$249 by Apr 23, 2024
$274 after Apr 23, 2024

CEUs: 0.7

Enrollment Limit: 20

Program Number: 5070-15375

Registration Deadline: May 7, 2024

Register Now


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