Microsoft Excel for Legal Professionals: Beginner to Advanced

Excel mastery is crucial for legal professionals to enhance efficiency and data analysis skills. This 4-hour course transforms beginners into proficient users, focusing on legal data management, analysis, and reporting using advanced Excel features.
Duration: 1 Day
Hours: 4 Hours
Training: Live Training
Training Level: All Level
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Batch Nine
Wednesday November 20 2024
12:00 PM - 04:00 PM (Eastern Time)
Batch Ten
Tuesday December 03 2024
12:00 PM - 04:00 PM (Eastern Time)
Live Session
Single Attendee
$149.00 $249.00
Live Session
Recorded
Single Attendee
$199.00 $332.00
6 month Access for Recorded
Live+Recorded
Single Attendee
$249.00 $416.00
6 month Access for Recorded

Overview: 

This specialized Excel course is tailored for legal professionals, focusing on the application of Excel in legal contexts. Starting with the basics, participants will learn the Excel interface, including menu systems and Ribbon, and progress to organizing and formatting legal data. The course covers creating formulas with simple to advanced functions, emphasizing absolute and relative referencing. Participants will explore advanced features such as If, VLookup, and PMT functions, vital for legal data analysis. 

The training includes building charts, conditional formatting, and mastering PivotTables and PivotCharts, essential for creating compelling legal reports and presentations. Additionally, the course addresses managing multiple worksheets and workbooks, a crucial skill for handling complex legal cases.

Course Objective:

  • Master Excel’s Menu system for legal data analysis and reporting
  • Acquire time-saving techniques tailored for legal workflows
  • Develop skills in advanced printing and charting for legal presentations
  • Handle multiple worksheets and workbooks efficiently in legal contexts
  • Implement data management and analysis techniques for legal cases
  • Create visually compelling legal reports using PivotTables and PivotCharts

Target Audience: 

  • Legal professionals at the beginning level in MS Excel  

Basic Knowledge: 

  • Basics of Excel

Versions: 

Microsoft Excel 2010, 2013, 2016, 2019, 0365

Curriculum
Total Duration: 4 Hours
Customized for legal applications.
Formulas and Functions relevant to legal data
Excel interface navigation with a focus on legal usage
Data Fill Techniques including Fill Handle and Flash Fill
Basic and Advanced Functions (Sum, Avg, Min, Max, Count, If, VLookup, PMT)
Legal Data Validation and Error Auditing
Visualization tools for legal reporting (Conditional Formatting, Charts)
Data Analysis with PivotTables and PivotCharts
Practical Tips and Tricks for legal professionals