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Learn to plan projects and track data like a pro at upcoming Smartsheet and Excel workshops

Whether you’re organizing a project, working with a large dataset or building a report, the right tools can make the work easier. Upcoming workshops will help you strengthen your Excel skills and learn how to use Smartsheet to plan projects, manage tasks and keep work moving.

Live classes and workshops

Excel Power Pivot
Oct. 7 & Oct. 9, 9 a.m. – 12 p.m. (PT)
Learn data modeling and business intelligence fundamentals in Excel! This workshop is ideal for analysts and employees who work with large datasets. Topics will include:

  • Data modeling
  • Relationships
  • DAX calculations
  • Measures and key performance indicators (KPIs)
  • PivotTables from data models

You must have the Microsoft 365 desktop version of Excel with Power Pivot enabled. A dual-monitor setup is recommended.

Smartsheet Essentials: Project Planning Made Easy
Oct. 13, 10 a.m. – 12 p.m. (PT)
Learn the core skills needed to manage projects effectively with Smartsheet. This foundational workshop is designed for new users and project managers who want to use Smartsheet for project planning and execution.

Through demonstrations and hands-on activities, you’ll learn how to set up and manage projects using tools such as Gantt charts, task assignments and resource allocation. The session also covers ways to create organized workflows and apply best practices to real-world projects.

Excel Intermediate/Advanced
Oct. 21 & Oct. 28, 9 a.m. – 12 p.m. (PT)
Take your Excel skills further with advanced tools for analysis and reporting. This workshop, designed for experienced Excel users and analysts, will cover:

  • Advanced formulas and functions
  • Conditional formatting
  • Data validation
  • PivotTables and PivotCharts
  • Forecasting tools
  • Dashboards and slicers

You must have the Microsoft 365 desktop version of Excel. A dual-monitor setup is recommended.

Self-paced learning

Can’t make a scheduled course work with your schedule? You can still access powerful resources to support your personal and professional well-being with on-demand resources from LinkedIn Learning. Get started by checking out the Technology Courses for UCOP collection, featuring classes personally vetted by the Learning and Development team for their quality and relevance.

A LinkedIn Learning login is required to access these resources. Learn how to set up your account

For questions, contact ucopld@ucop.edu.

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