• Training Courses

    The tools within Microsoft Office are extremely powerful, and already exist on your systems... but do your staff know how to use them?

    The biggest issue facing corporate efficiency today is not the inability to afford powerful systems, but rather the lack of recognition of what you already have and how to leverage it. Does a knowledge gap exist in your staff's Office skill-set? Would you like to fix it?

    Personalized Instructor Led Training
    As a business professional and employer I understand that the value of a training session is in making sure the participants learn skills that they can apply in their daily jobs. For this reason, I customize each and every one of my courses to tailor to your specific needs.

    My goal with every course is to ensure that all of my students learn real skills that can be applied in the real world. To maximize learning, I prefer to lead on-site, hands on courses where each person has a laptop and can follow along with the examples files I provide (each of which is built from real life scenarios that I've experienced.)

    Image produced by Jay Shaw Photography, copyright CMABC
    Ken Puls, CPA, CMA, MS MVP (Excel) presenting at the 2013 CMABC Strategic Leadership Conference.

    Every course I teach ends with a section on how to get help and find answers as well, as you won't always have an Excel Guru standing next to you. In addition, if requested, I can also provide documentation on all the topics covered so that the participants can review the techniques I've taught at a later date.

    Just some of the courses I've taught in the past include:
    • Spreadsheets That Last (a course focused on designing spreadsheets that will last over time)
    • Introduction to Excel
    • Intermediate Excel
    • Intro-Mediate Excel (introductory review in the morning followed by intermediate topics in the afternoon)
    • Data Cleanup, Analysis and Display (from importing text files and cleaning up the data, to working with Pivot Tables)
    • Charting and Dashboarding (a course focused on creating effective charts and data visualizations that help make your data tell a story)
    • Introduction to PowerPivot (the best new feature to be added to Excel since PivotTables, this course will blow your mind and take you into a business intelligence realm that was never before possible in Excel!)
    • Introduction to VBA (from recording to editing macros. All the things I wish I was told when I started my VBA journey!)
    To date I've led training at many independant companies, as well as led multiple sessions for all three of Canada's major accounting societies. The feedback I have received has been resoundingly positive due to my knowledge, passion for the product and engaging presentation style.

    Image produced by Jay Shaw Photography, copyright CMABC
    Ken Puls, CPA, CMA, MS MVP (Excel) presenting at the 2013 CMABC Strategic Leadership Conference.

    Whether you are interested in a presenter for a conference, professional development session or corporate training, you need look no further. From basic Windows and Excel training, to designing efficient spreadsheets to Visual Basic for Applications, (the macro language within Microsoft Office,) I can build a course for you.

    If you'd like more information, please contact me.

    Personalized Webcasts
    One of the issues with live training sessions is, of course, travel costs. The great news here is that I can also provide live webcasts tailored to your organizations needs.

    Every webcast I host is led using professional web conferencing software to ensure the best experience for attendees. While it's not as interactive as a hands-on session, this can be a great compromise for cost-conscious businesses that still want to get high-end training to their staff.

    Again, if you'd like more information, please contact me.

    Online Training Courses
    I've also worked with a company called GoSkills to help design and build a targeted Excel course which is offered in an online format. This course is set up to offer short videos to train on the specific topics you need to get the most out of Excel. You can learn more about it in the video below (and yes, the Expert they talk about is... me!)

    Even better, there's even a discount available to you if you're ready to sign up. Just enter the code XLGURU66 at checkout any you end up getting the course at 1/3 the regular price. (A savings of almost $200!) Click the banner below to get started, or to check out the sample videos available:

  • Recent Knowledge Base Articles

    Ken Puls

    Making Pivot Table Hyperlinks Clickable

    If you’ve ever built a PivotTable that contains hyperlinks, you’ll notice that clicking the hyperlinks doesn’t do anything. This can be a bit frustrating as the reason you put that field on the Pivot in the first place is that it’s valuable information you want to use. When you click the hyperlink,... read more
    Ken Puls 2013-10-31, 01:58 AM
    Ken Puls

    Temperature Forecast Chart

    Some of the really cool charts that we can build in Excel involve the trick of combining multiple chart types together to make them happen. In this article, we’ll build one of those; a temperature chart that not only shows the forecasted high and low temperatures, but also the season highs and lows. The beauty of this chart is that it provides a lot of information, some of which essentially fades into the background until you really need it.
    ... read more
    Ken Puls 2013-03-21, 05:04 AM
    Ken Puls

    VLOOKUP for Pictures

    Something that can be very handy when you’re building a dashboard is to return a certain picture depending on a condition. We can use VLOOKUP to look up data in a table and return the corresponding value from a different column, but unfortunately we can’t do that with pictures... or can we?

    This example shows how to accomplish the equivlanet of a picture VLOOKUP, and is based on looking up a picture to display the appropriate... read more
    Ken Puls 2013-03-14, 05:47 AM
    Ken Puls

    Understanding How Conditional Formatting Rules Are Applied

    Conditional formatting in Excel is a powerful tool that allows you to dynamically format cells depending on the values of that or other cells’ data. In Excel 2007 the conditional formatting engine was re-written, opening things up to allow more than 3 conditional formats on any cell, as well as conditional formats that could overlap ranges. All in all, these were fantastic improvements that can lead to some very versatile and useful worksheets.

    Unfortunately, the user interface to control conditional formatting is not the most intuitive. The purpose of this article is to help you understand the way Excel applies rule precedence so that you can build powerful formatting rules of your own, without getting frustrated along the way.
    ... read more
    Ken Puls 2013-01-22, 07:30 AM
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