Governor Ned Lamont


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Excel for EPM Users - Class Information

FRP299 - Beginning Excel Exercises

FRP300 - Intermediate Excel Exercises

FRP300 - Active Contract Import File

FRP301 - Advanced Excel Exercises

FRP312 - Advanced Excel II Exercises

FRP311 - Charting Fundamentals

Importing CSV files to Excel

Consolidating Data

Fiscal Conversion Table

FRP299 - Basic Excel This half-day class introduces the user to basic spreadsheet concepts using Excel. Topics covered include spreadsheet navigation, column and row insertion and deletion, find/replace, basic math, basic formulae (SUM, COUNT, etc), autofilter, and basic formatting. Concepts learned here are used in all future Excel classes. Prerequisites: Windows, keyboard, mouse, internet.

FRP300 - Intermediate Excel This half-day class introduces more complex formulae (SUMIF, COUNTIF, etc), absolute and relative referencing (including naming ranges), conditional formatting, importing csv files, and sorting and subtotaling. Prerequisites: FRP299 or knowledge of basic Excel.

FRP301 - Advanced Excel This half-day classes introduces additional formulae (IF, VLOOKUP, COUNTIFS, SUMIFS, etc), pivot tables, advanced filtering, and date to period conversion. Prerequisites: FRP300 or knowledge of intermediate Excel.

FRP312 Advanced Excel II explains additional Excel features including: INDEX/MATCH, OFFSET, dynamic tables (their advantages and limitations) and how standard Excel functions (SUMIF, SUMIFS, VLOOKUP) interact with them. The session concludes with a discussion of how array formulas work with or without dynamic tables. Prerequisites: FRP301 or a knowledge of advanced Excel.

FRP311 Charting Fundamentals takes the student through the process of creating and formatting charts from user data. The more common types of charts are used and explained: Pie, Column, Line, Bar charts, as well as charts from conditional formatting, pivot tables, and Sparklines. It is expected that the student is comfortable using advanced level (FRP301) formulae, named ranges, and pivot tables.

Above are the class exercises that are used to teach these classes. Additionally, there is material that has been developed that is presented when there is class time remaining. If, after reviewing this material, you are interested in attending this class please ask your agency training registration contact (list here) to place you on the Course Waitlist for FRP299, FRP300, or FRP301.

If you have any questions about the material posted on this page please contact