Microsoft Excel Level III

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.


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

Course Content Microsoft Excel Level III

Lesson 1: Working with Multiple Worksheets and Workbooks Simultaneously

Use 3-D References
Use Links and External References
Consolidate Data

Lesson 2: Sharing and Protecting Workbooks

Collaborate on a Workbook
Protect Worksheets and Workbooks

Lesson 3: Automating Workbook Functionality

Apply Data Validation
Work with Forms and Controls
Work with Macros

Lesson 4: Applying Conditional Logic

Use Lookup Functions
Combine Functions
Use Formulas and Functions to Apply Conditional Formatting

Lesson 5: Auditing Worksheets

Trace Cells
Search for Invalid Data and Formulas with Errors
Watch and Evaluate Formulas

Lesson 6: Using Automated Analysis Tools

Determine Potential Outcomes Using Data Tables
Determine Potential Outcomes Using Scenarios
Use the Goal Seek Feature
Activate and Use the Solver Tool
Analyze Data with Analysis ToolPak Tools

Lesson 7: Presenting Your Data Visually

Use Advanced Chart Features
Create Sparklines


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


"Love the instructor’s ability to tailor the educational process to meet the needs of the students in the class."  —  Program Policy and Analyst

"Greg Patterson was very detailed and understandable. I really appreciated that we were able to focus on personal needs as well as cover class materials. We were able to get all questions answered and still completed all the material."  —  International Sales Analyst

Date: Tue, Oct 29, 2024

Delivery Method: In-person

Time: 8:30am-4pm CT

Location: UWM School of Continuing Education

Instructor: Jennifer Buchholz MA


$249 by Oct 15, 2024
$274 after Oct 15, 2024

CEUs: .7

Enrollment Limit: 20

Program Number: 5070-16152

Registration Deadline: Oct 29, 2024

Register Now

Date: Tue-Wed, Apr 1-2, 2025

Delivery Method: Live Online

Time: 8am-Noon CT

Platform: Zoom

Instructor: Greg Patterson


$249 by Mar 18, 2025
$274 after Mar 18, 2025

CEUs: .7

Enrollment Limit: 20

Program Number: 5070-16183

Registration Deadline: Apr 1, 2025

Register Now


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