Software and Data
THE MOST POPULAR AND USEFUL BUSINESS TOOLS
All Levels
Workshops have something for everyone.
All Workshops are 2-Hours
Customization and consulting is available.
CLASSES
Software and Data Literacy
hands-on interactive sessions with real-world tools
Spreadsheets & Data
Spreadsheet Basics
Audience: People who don’t build formulas yet
Duration: 2hr.
In a world where spreadsheet management is commonplace, how do we start getting the most out of spreadsheet software? In this workshop we take a quick tour and jump right into table management and formulas. You’ll be sorting, filtering, and creating basic formulas with the best of them.
“Next Level” Spreadsheets - Pivot Tables and More
Audience: You can use spreadsheet software like Excel or Google Sheets. You’re ready to learn the exciting “next level” stuff
Duration: 2hr.
After you’re comfortable with spreadsheet management it’s time to get into the powerful stuff.
Pivot tables make sense of big spreadsheets to show results you care about. IF functions let Excel make choices based on the content of a cell. VLOOKUP saves hours of work by combining separate spreadsheets.
Shoot, people tell us this workshop is worth it just for the shortcuts. You need this.
Excel for People Already Good at Excel
Audience: You’re good at Excel, but you know it can do so much more.
Duration: 2 session "Gravity Series" - 2hrs, each
In this workshop an Excel wizard and master-level teacher shows you how to make Excel jump through hoops, automate processes, and apply detailed logic. You’ll learn tips and tricks that will make you say, “Whaaaaaat?!”
Session 1: Formulas that Make Decisions
Session 2: Interactive Spreadsheets
Intro to Business Data Analysis
Audience: You want to make or drive data driven decisions
Duration: 3 session "Gravity Series" - 2hrs, each
This workshop will show you how analyze problems from a "data perspective". You'll learn how to choose, analyze, and work with data to help you and your leaders make strong decisions.
You'll get hands-on. You'll set up well-formed data sets and learn to quickly identify and remedy data imperfections for better data analysis. Additionally, we will explore some helpful functions so you can start producing "next level" reports.
Session 1: Understanding Data Analysis - Objectives and Structure
Session 2: Cleaning Up Data & Analysis Tools
Session 3: Hands-on Data Analysis Lab
Data Modeling for Better Business Decisions
Audience: You're not new to data reporting and you're ready for "next level" skills
Duration: 4 session "Gravity Series" - 2hr. ea
In this workshop you will learn to harness the tools data pros use--SQL (Structured Query Language) and data modeling with Power Query.
You'll learn how to formulate the right questions so leaders can get the answers they need.
You and your data will rise to a new level of reporting; exactly where you need to be.
Session 1: Introduction to Data Modeling and Objective Setting
Session 2: The Basics of Power Query & SQL
Session 3: Data Modeling Tools and Techniques
Session 4: Hands-on Data Modeling Lab
Powerful Dashboards with Power B.I.
Audience: You need more impactful story telling with business data
Stop annoying people with spreadsheets!
No one wants to look at a huge table. Humans like data that tells a story, and interactive dashboards are fantastic for that.
In this course you will learn the unique strengths of the interactive visuals found in Power BI. Learn to quickly go from "messy data" to "Stunning Interactive Dashboards" quickly and without programming.
Session1: The Power of Power BI
Session2: Choosing and Building the Best Visuals
Session3: Interactivity and Publishing Dashboards
Session4: Hand's-On Dashboard Creation Lab
SQL - Quick Start
Audience: Everyone who Needs a Quick SQL Start - From Zero to Hero
Workshop Overview: SQL - Quick Start
The SQL - Quick Start workshop is designed to provide participants with a foundational understanding of Structured Query Language (SQL) and its application in managing relational databases. The workshop aims to equip attendees with the necessary skills to retrieve, manipulate, and analyze data using SQL queries.
Workshop Objectives:
Session1: Gain proficiency in querying databases to retrieve specific data
Session2: Explore data manipulation techniques such as filtering, sorting, and joining tables
Session3: Discover how to perform data analysis using SQL functions and aggregations
Automation and B.I.
Automation – Buy Time and Confidence
Audience: Everyone who wants to automate business workflows
Business workflows are the lifeforce of any business. Automating a workflow can free up time, avoid inconsistency and save money.
Microsoft Power Automate is a tool anyone can use to automate business workflows like triggered email flows, new employee on-boarding, scheduling, reminders and more.
The applications for Power Automate are truly endless. If you're not automating, you're missing out.
Session 1: Introduction to Automation and What's Possible
Session 2: Desktop Automations - Automate Things You Do
Session 3: Automations That Make Decisions
Session 4: Planning Your Automations
Session 5: Hands-on Planning Lab
Powerful Dashboards with Power B.I.
Audience: You need more impactful story telling with business data
Stop annoying people with spreadsheets!
No one wants to look at a huge table. Humans like data that tells a story, and interactive dashboards are fantastic for that.
In this course you will learn the unique strengths of the interactive visuals found in Power BI. Learn to quickly go from "messy data" to "Stunning Interactive Dashboards" quickly and without programming.
Session1: The Power of Power BI
Session2: Choosing and Building the Best Visuals
Session3: Interactivity and Publishing Dashboards
Session4: Hand's-On Dashboard Creation Lab
Power Apps – Build Apps Without Coding
Audience: Anyone who needs to make their business data available everywhere
Power Apps is a tool built for anyone who needs to build powerful mobile apps connected to your critical business data. Create a stunning interface to view, add, and edit data from almost any data source.
Building mobile apps is easy and quick with Power Apps. But don't be fooled by this simple approach to app building. Power Apps has a full-featured customization options that allows for robust business app solutions.
Session 1: Planning Your App & Gathering Data
Session 2: Building Apps with Templates
Session 3: Custom App Creation
Session 4: Hands-on App Building Lab
Tableau
Audience: You need more impactful story telling with business data
Data arrives in many forms, SQL, CSV, Excel, TXT... Pulling this data together and producing meaningful reports is a real challenge.
In this course you will learn the unique strengths of the Tableau Prep Builder tool and the interactive visuals found in Tableau. Learn to quickly go from "messy data" to "Interactive Dashboards".
Session 1: Introduction to Tableau Dashboards
Session 2: Choosing and Building the Best Visuals
Session 3: Interactivity and Publishing Dashboards
Session 4: Hand's-On Dashboard Creation Lab
Office and Productivity Software
Time Management with Outlook
Audience: People who are challenged by time management. So, pretty much everyone.
Duration: 2hr.
Time management is not natural to humans and it’s one of the most important professional skills you can learn. In this workshop, we combine proven time management techniques with the most popular business calendar. Then, we learn techniques to take our life back from email. Sounds good? It is!
MS Project
Audience: Project Managers and people who work on projects
Duration: 2hr. "Crash Course" or 4 session "Gravity Series"
MS Project is the industry standard project management software. It's super useful, but not always the most user friendly to new users. That's where we come in!
Available as: MS Project Crash Course (2hr)
or 4-Session Series
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- Planning a Project with Mr. Gantt
- Work with Deadlines, Alerts, and Resource Allocation
- Tracking a Project, and Customizing for your Org
- Hands-on Project Planning Lab
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Smartsheet
Audience: Project Managers and people who work on projects
Duration: 2hr. "Crash Course" or 5 session "Gravity Series"
Smartsheet is an online collaborative project tool that is taking the business world by storm. Get yourself up and running fast with this incredibly useful online software.
Available as: Smartsheet Crash Course (2hr)
or 5-Session Smartsheet University
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- Introduction to Smartsheet and Collaborative Projects
- Working with Sheets
- Project Planning - Gantt Charts & Kanban Boards
- Reports and Dashboards
- Hands-on Project Planning Lab
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SharePoint
Audience: Multiple levels. Ask us!
Duration: Varies, see below
SharePoint is an incredibly useful tool. Our SharePoint workshops are designed to pull back the curtain and make SharePoint incredibly user-friendly.
If you are a department head, an IT admin, a super-user, or if you’re new to SharePoint, we’ve got what you need.
Offerings:
- SharePoint User: The how, why, and best practices of SharePoint.
Duration: 2hr. - SharePoint Site Owner: Create the most useful SharePoint site, ever.
5 session "Gravity Series" - 2hr, each- SharePoint Site Planning - Opportunities and Structure
- Document & List Management
- Site Pages and Integrations
- Permissions and Permission Management
- Hands-on SharePoint Site Design
MS Teams
Audience: People and groups new to MS Teams
Duration: 2hrs for normal use, or two 2hr sessions for Team Leaders
MS Teams is crazy useful, but it’s not intuitive to everyone. That’s where we come in. We’ll have your group buying-in and up and running on Teams in a way that will make you say, “Go Team!”
2-hours is enough to get everyone up and running. Consider booking extra sessions for Team Leaders to learn how to design and create collaborative MS Teams hubs and channels.
Offerings:
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- MS Teams - For Everyday Users (2hr)
- MS Teams for "Team Leaders" - 3 Session Series (2hr, ea)
- Understanding the Power of MS Teams
- Design and Build a Clean MS Teams Experience
- Communicating the Power of Teams & Hands-On Planning Lab
MS Teams for Project Managers
Audience: Project Managers, Senior Admins, or anyone who works on big projects
Duration: 2-session "Gravity Series" (2hr, each)
Microsoft Teams is the world's number one collaboration tool, and what's more collaborative than a project?
Normally, during a project, a million emails fly around, and files are stored in all kinds of different places. It's usually a bit of a mess. In this fascinating workshop, project managers learn how to use MS Teams to build a project hub for each of your major projects. When everything is in one place, things get done and stress goes down.
Session 1: Understanding the Power of MS Teams for Projects
Session 2: Building a MS Teams Project Hub
The Psychology of PowerPoint
Audience: People who know that slide decks can be something to be proud of.
Duration: 2hr.
We’ve all suffered through bullet-heavy, jam-packed, ugly presentations. Yet, we keep building them. Why?
In this captivating workshop we explore the psychology of presentation design. We examine research-based best practices around slide content, displaying data, and animation that helps with retention.
You’ll learn about imagery, design, and how to make a deck work for live presentation and as reading material. This is the thinking person’s PowerPoint class. You’re going to love it.
Present for Impact
Audience: All presenters who utilize a slide deck.
Duration: 2hr. "Greatest Hits" or 2 session "Gravity Series"
Doesn't it make you cringe when a presenter slowly reads a whole slide deck to their audience? Or maybe you've experienced a slide SO FULL of data that the message gets lost?
In this workshop you’ll learn the most common mistakes, why people repeatedly make them, and rules you can follow to get your message across and make you look good.
If you’re worried that your presentations have too much data (they do), are too boring (they are), or how to present with slides in a way that helps your audience… this is the class for you.