Excel 1 – 3
(15 Hours | Prerequisites: Intro to the Industry, previous Oil & Gas employment or strong knowledge of Oil & Gas Industry)

Prior Knowledge required: 

Basic Computer skills, including managing files and folders; opening, saving and organizing documents; basic keyboard and mouse proficiency 

Expect to Learn: 

By completing a basic-to-advanced Excel course, a student can progress from creating simple spreadsheets to building automated dashboards, analyzing large datasets, forecasting trends, and supporting business decision-making. 

Beginner Level

Students learn how to:

• Navigate the Excel interface 
• Create and save spreadsheets 
• Enter and format data 
• Use rows, columns, and worksheets 
• Perform basic calculations 
• Use simple formulas and functions: 
  • SUM 
  • AVERAGE
  • MIN 
  • MAX 
  • COUNT
• Create basic charts and graphs 
• Sort and filter data 
• Print and format reports 

Intermediate Level

Students develop stronger data management and analysis skills:

• Use relative and absolute cell references 
• Work with conditional formatting 
• Create and manage tables 
• Use data validation and drop-down lists 
• Apply functions such as: 
  • IF 
  • AND 
  • OR 
  • CONCAT
  • TEXT
  • DATE functions 
• Create PivotTables and PivotCharts 
• Import and clean data 
• Use lookup functions: 
  • VLOOKUP
  • HLOOKUP
  • XLOOKUP
• Protect worksheets and workbooks 

Advanced Level

Students learn powerful tools for business analysis and automation:

• Advanced formulas and nested functions 
• INDEX and MATCH 
• Dynamic array formulas 
• Power Query for data transformation 
• Power Pivot and data modeling 
• Dashboard creation 
• Interactive reports and visualizations 
• Scenario analysis: 
  • Goal Seek 
  • Solver
  • What-If Analysis 
• Advanced PivotTable techniques 
• Financial modeling 
• Forecasting and trend analysis 
• Data auditing and error checking 

Who would benefit from attending: 

Beginner level to advanced level excel users who would like to understand how Excel can assist in basic data management to business analytics.  

Excel Practices 

Expect to Learn: 

How to use Excel specifically with oil and gas data, including key components: 

• Analyze large oil and gas datasets efficiently. 
• Build advanced production and revenue models. 
• Automate reporting processes with Power Query and VBA. 
• Create professional dashboards for management reporting. 
• Perform financial and operational analysis using industry-standard metrics. 
• Develop Excel solutions commonly used by operators, mineral owners, land departments, accounting teams, and production analysts.

Who would benefit from attending: 

Anyone who is using Excel to manage oil and gas data. 

Prior Knowledge required: 

Levels 1-3 of Excel