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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



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-Wed, Feb 21-22, 2023

Delivery Method: Live Online

Time: 8am-Noon CT

Platform: Zoom

Instructor: Greg Patterson


$249 by Feb 7, 2023
$274 after Feb 7, 2023

CEUs: .7

Enrollment Limit: 10

Program Number: 5070-14642

Note: Participants will receive an email with instructions for logging into Canvas to access course materials and Zoom links prior to first class.

Registration Deadline: Feb 21, 2023

Register Now

Date: Tue, May 23, 2023

Delivery Method: In-person

Time: 8:30am-4:30pm CT

Location: UWM School of Continuing Education

Instructor: Greg Patterson


$249 by May 9, 2023
$274 after May 9, 2023

CEUs: .7

Enrollment Limit: 15

Program Number: 5070-14648

Registration Deadline: May 23, 2023

Register Now


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