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Guide to Excel.
Six workshops that take you from an empty spreadsheet to a working budget planner - and to the Microsoft Office Specialist: Excel Associate (MO-210) exam.
Week by week.
Free session · Open to everyone, no membership
Tue8Sep7:00 PM
Week 01· Smith 303Done
Week 1 · Excel Introduction
Excel Basics: SUM, Autofill, Copy & PastePractice: The SUM FunctionProject Part 1: Budget Planner Foundations
LabSUM, Autofill, Copy & PasteView in calendar →
Tue15Sep7:00 PM
Week 02· Smith 303Done
Week 2 · Excel Beginner Lesson #2
IF, Cell References, Cell Math & HidingPractice: The IF FunctionProject Part 2: Making the Budget Decide
LabIF, cell references, cell math, hiding rowsView in calendar →
Tue22Sep7:00 PM
Week 03· Smith 303Up next
Week 3 · Excel Beginner Lesson #3
INDEX & MATCHPractice: MATCH and INDEXProject Part 3: Wiring Up the Charts
LabINDEX & MATCH on the chart calculationsView in calendar →
Tue29Sep7:00 PM
Week 04· Smith 303Upcoming
Week 4 · Excel Beginner Lesson #4
TRUE & FALSE, TODAY and DATEPractice: TRUE & FALSE, TODAY, DATEProject Part 4: Dashboard & Conditional Formatting
LabDates, logicals and conditional formattingView in calendar →
Tue6Oct7:00 PM
Week 05· Smith 303Upcoming
Week 5 · Excel Beginner Lesson #5
COUNT, MIN, MAX, LARGE & SMALLPractice: COUNT, MIN, MAX, LARGE & SMALLProject Part 5: Finishing the Budget Planner
LabCOUNT, MIN, MAX, LARGE & SMALLView in calendar →
Tue13Oct7:00 PM
Week 06· Smith 303Upcoming
Week 6 · Excel Final Presentation
VLOOKUP & SUMIFPractice: VLOOKUP & SUMIFFinal Presentation: Show Your Planner
LabVLOOKUP, SUMIF and your finished plannerView in calendar →
Enrollment
7 enrolledof 40 seats
33 seats left · join any week
Workshops, the project workbook and the MO-210 practice sets are included with club membership.
How to become a member →Track details
MeetsWeekly · Tue 7:00 PM
WhereSmith 303
Length6 sessions
LevelBeginner friendly
CertMO-200
What you need
A laptop with Microsoft Excel (free for UNC Charlotte students through Microsoft 365)
A Microsoft Learn account
No prior Excel experience - we start from SUM
Miss a week? No sweat.
Every session's deck and recording lands in the portal the next morning.
The Semester Project
Personal Budget Planner
One workbook, built a part at a time across the whole track. Each week adds a layer - totals, then decisions, then lookups, then a live dashboard - so by the last session you have a budget planner you actually use, and every MO-210 skill has been used for something real.
01Part 1 - Totals: fix the #SPILL! errors and complete the year with SUM and Autofill
02Part 2 - Decisions: cell math, cross-sheet references and an IF that validates the budget
03Part 3 - Lookups: drive the chart calculations with INDEX and MATCH
04Part 4 - Dashboard: date functions and conditional formatting on the pie charts
05Part 5 - Reporting: COUNT, MAX and the summary figures, then make it your own
06Present it - show your finished planner to the club in the final session
Close the book with these.
MO-200 certification
A Microsoft certification on your resume before finals week.
Personal Budget Planner
One workbook, built a part at a time across the whole track. Each week adds a layer - totals, then decisions, then lookups, then a live dashboard - so by the last session you have a budget planner you actually use, and every MO-210 skill has been used for something real.
A cohort
6 sessions with the same crew, study partners for every cert after this one.
Chapter onestarts soon.
Free to join · No experience required · Seats capped at 40
Excel
33 seats left · first week free
