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Classes and Workshops

  • Pre-registration is required for all classes. See individual listings for the date that registration opens for that particular class.
  • All classes listed below take place in downtown Oakland.
  • Log into UC Learning Center (UCLC) to pre-register and see full class description and location. (See instructions at bottom of this page.)
  • For general information about learning and development opportunities at UCOP, visit the Local Human Resources webpage.

October 2018

Tableau Server Workshop

Date: Oct 3, 2018 (two classes offered)

Time: 9 a.m. — 12 p.m. (Introduction) and 1— 4 p.m.  (Tableau PREP)

Location: Franklin

During this hands on workshop you will work with the Tableau team to learn the ins and outs of modern analytics. The workshop will focus on the use of Tableau Server to develop, access and publish visual analytics for the enterprise.

Topics will include:

  • Using Tableau’s Web Authoring capabilities for content creation and data discovery
  • Collaborating and sharing best practices with diverse departments and business units
  • Governing data to create a self-service environment that is scalable, yet secure and available to business users

By the end of the workshop you’ll learn about the benefits of Tableau’s modern approach and get hands on training to bring self-service analytics at scale back to your organization in a secure and governed fashion.

Project Management Part 1 – Initiating a Project

Date: Oct. 10

Time: 8:30 a.m. – 12:30 p.m.

Location: Franklin

This three-part course in project management helps you learn how to identify a clear, shared understanding of a project and create a comprehensive project charter or decision document. The first in the series, Initiating a Project, focuses on how to effectively set up a project to ensure a smooth start.


  • How to define the purpose of the project and its business value
  • Define the project’s objectives, assumptions and constraints
  • Understand how the project is linked to other projects and activities
  • Define the high level project scope
  • Define how the project success will be measured
  • Identify warning signs to watch for as the project is executed
  • Identify the project stakeholders and determine their priorities and their impact on the project
  • Assess the complexity of the project in both business and technical dimensions
  • Understand the pivotal importance of a well-prepared project charter.

Excel Advanced

Date: Oct. 17

Time: 9 a.m. — 4 p.m.

Location: Franklin

Excel Advanced is targeted at experienced Excel users and builds on the key concepts learned from the Introduction and Intermediate courses.  Content focuses on importing and exporting data, formatting numbers, working with ranges, working with macros, data analysis tools, summarizing data, using “what-if” data analysis and expands on workgroup collaboration.  This full day class is hands-on and highly interactive.

After completing the course, participants will be able to:

  • Apply advanced functions, including logical, financial, statistical, and database functions
  • Use Data Tables to explore the effects of different input values on a formula
  • Find specific values or determine the cell address of a specific value with lookup functions
  • Implement data validation to control which values are allowed in cells
  • Set up, use, and format Pivot Tables to analyze complex data sets
  • Present results to stakeholders graphically with PivotCharts, SmartArt graphics, and conditional data bars or icons
  • Use text files, XML files, Microsoft Queries, and Web Queries to import and export spreadsheet data


Project Management Part 2 – Planning and Estimating a Project

Date: Oct. 18

Time: 8:30 a.m.—12:30 p.m.

Location: Franklin

Learn how to build a professional-grade project plan and detailed estimates. Topics include:

  • How to construct a “work breakdown structure”
  • How to construct a “network diagram,” connecting tasks to show their logical relationships
  • How to perform critical path analysis, “crashing,” and “fast-tracking” to meet project requirements
  • How to manage scope
  • How to create a project staffing plan
  • Discuss the role of a change management plan
  • Development and application of a communications management plan


Project Management 3- Scheduling and Tracking

Date: Oct. 24

Time: 8:30am — 12:30pm

Location: Franklin

In this course, students learn how to convert a project plan and estimates into a project schedule, and to track and communicate project status. At the conclusion of this half-day course, students will be able to:

  • Create a project schedule
  • Perform what if analysis to optimize the project schedule
  • Understand the role of project management software in managing the schedule
  • Conduct effective project progress reviews
  • Track the health of the project using “Vital signs”
  • Continuously monitor and update risks to the project


Excel Power Users

Date: Nov. 15

Time: 9 a.m. — 4 p.m.

Location: Franklin

Microsoft Excel’s array of analytic capabilities make it an invaluable problem-solving tool in any context. However, to use Excel’s most sophisticated features effectively requires more than a knowledge of the application’s formulas and menu options. To take mastery of Excel to the next level requires the ability to apply Excel’s arsenal of analytic tools to derive meaning from the data and arrive at more effective solutions. Excel for Power Users training provides the learner with practical experience using the application’s most powerful features and sophisticated data analysis techniques to develop better solutions faster, and implement those solutions with a greater understanding of the complex set of factors which affect business outcomes.

Specific topics include:

  • Analyzing spreadsheet data effectively with advanced formulas
  • Taking PivotTable analysis to the next level
  • Creating powerful, customizable dashboards to display key data in a single view
  • Enhancing spreadsheet functionality with powerful, multi-purpose VBA macros
  • Giving users control over the way they interact with spreadsheet data

Excel – Pivot Tables

Date: Dec. 5

Time: 9 a.m. — 4 p.m.

Location: Franklin

The pivot table in Excel is arguably the most powerful tool in the entire Microsoft Office suite. When the success of the organization relies on the ability of its employees to analyze complex data efficiently and quickly, it is essential that you master pivot tables. A pivot table is a data summarization tool that can automatically sort, group, count, filter, report, and summate data with simple dragging and dropping. UCOPs pivot tables training will enhance your ability to manipulate, analyze, and interpret large quantities of data and empower you to make effective, data-driven solutions.

Through hands-on lessons in our computer lab, accompanied by the pivot tables training curriculum, you will learn to:

  • Import and prepare large datasets into Excel
  • Setup data and create a pivot table
  • Understand source data considerations
  • Respond to changes in source data
  • Work with Report Layout options
  • Group PivotTable data and create Calculated Fields
  • Sort and filter data
  • Create data subsets and extract detail from a pivot table
  • Create a Pivot Chart

An Intermediate Level Excel background of either class or working knowledge is strongly encouraged.


Influencing without Authority

Date: Dec. 6

Time: 1— 5 p.m.

Location: Franklin

The ability to exercise influence without authority is one of the most important skills of an effective professional. This course will develop the learner’s capability to assess and increase influential power to accomplish objectives.

Effectively exercising influence, even when one may not have the formal authority to mandate action, is a challenge many face. Whether working in a matrix organization or leading a cross functional team, the goal is to contribute one’s best, support the organization, and ensure goals are met.

To exercise influence without authority, it is important to understand the nature of power and influence in the organization, understand personal sources of influence, and know how to leverage personal political power. Successful professionals build networks of relationships with stakeholders and influencers. This course introduces the skills necessary to employ these interpersonal and leadership skills and to manage the often complex relationship dynamics of the workplace.

This 4-hour workshop explores the primary strategies of influence –reciprocity, communicating to influence, and influencing styles. The participant will learn how to select the most appropriate strategy for the circumstances.

Learning Objectives

  • Better understand the dynamics of the influence process
  • Develop skills for use in a variety of situations
  • Increase awareness of one’s current influence behavior
  • Identify areas for ongoing development


Embracing Change

Date: Dec. 6, 2018

Time: 1 — 5 p.m.

Location: Franklin

Change is something that excites people who love opportunities for growth, to see and learn about new things, or who like to shift the status quo.

Some changes, however, are harder to adjust to and lead to expressions of resistance and anger. We can take concrete steps to make change more palatable by understanding people’s hesitation, enlisting the help of others, setting up plans, and managing stressors. These steps can also ensure that desired changes are implemented successfully.

In this half-day workshop, participants learn how to work through and cope with change, and how to help those around them.



How to Register

To register for any of these classes, go to the UC Learning Center:

  • Log in using your UCOP login and password
  • Using the Search box on the left, type in the name of the class you want
  • Click the session you want, then click on the Register box and Submit

If you enroll in a class and are unable to attend, please be sure to cancel your registration so that your slot can be made available to others interested in the class. Cancel through the UC Learning Center 48 hours before the scheduled class time, or contact Learning & Development.