16.08W Microsoft Excel for Credit Unions

Human Resources


Microsoft Excel is one of the most important analytical tools in the financial industry.  Nearly every credit union staff member can benefit from a basic knowledge of this program and its powerful capabilities.  In this course, participants will explore Microsoft Excel and its credit union applications.


This course is designed for an credit union employee who needs to compile, manipulate, or analyze financial data.


By the completion of this course, participants will be able to:

  • Define key Excel terminology
  • List best practices for structuring data
  • List recommendations for maintaining spreadsheet integrity
  • Perform basic Excel calculations
  • Apply basic Excel formatting
  • Create basic Excel formulas
  • Incorporate multiple conditions within Excel formulas


  • Excel terminology
  • Data structuring best practices
  • Recommendations for maintaining spreadsheet integrity
  • Data types
  • Data formatting
  • Custom formats
  • Data sorting
  • Data grouping
  • Subtotals
  • Calculated fields
  • Tables and named ranges
  • Simple formulas
    • Sum
    • Average
    • Count
  • The "if" function
  • Incorporating multiple conditions within formulas
  • Visual representations of data