Excel 2016 and Financial Data

In this session, we will create a new workbook, use basic formulas, and apply formatting.  Additionally, we will download data from the Finance Data Warehouse and perform various functions.

Session Length: 2 Hours

Intended Audience: Any CSUB Staff or Faculty

Prerequisites: Familiarity with Microsoft Excel 2016 and the Finance Data Warehouse

Format: Presentation and Hands-on activities


  • Basic Excel Concepts
  • Query Data
  • Formatting Data
  • Basic Formulas
  • Sorting Columns
  • Hiding Columns
  • Freezing Panes
  • Filtering Data
  • Conditional Formatting
  • Sub-totaling
  • Pivot Tables
  • Printing

Session Documents:

Printer Friendly Version

Excel and Financial data

Making sense of dollars and cents

GCF Learn Free

To learn more about Microsoft Excel 2016, check out GCFLearnFree. This non-profit organization provides excellent tutorials and video on Word and much more.