Excel Formatting & Presentation

Length: 2 hours, Price: $95

To see available dates/times, use the “Choose a Session” drop down box below.

Turn Raw Data into Clear, Professional, Share-Ready Spreadsheets

Well-formatted spreadsheets are easier to understand, easier to trust, and far more effective for decision-making. In this practical, hands-on class, you’ll learn how to use Excel’s formatting and presentation tools to transform messy data into clean, readable, and professional spreadsheets—without over-designing or breaking the data underneath.

This class focuses on clarity, consistency, and communication, helping you present information in a way that makes sense to funders, leadership, colleagues, and external audiences.

No advanced Excel skills required—this class is about making your spreadsheets look right, read right, and communicate clearly.


What You’ll Learn

In this class, you will learn how to:

  • Apply consistent formatting that improves readability and understanding

  • Use fonts, alignment, spacing, and color appropriately (and sparingly)

  • Format numbers, dates, currency, and percentages correctly

  • Create clear headers, labels, and section breaks

  • Highlight important information without clutter or confusion

  • Use conditional formatting to guide the reader’s attention

  • Format tables for on-screen viewing and printing

  • Prepare spreadsheets for sharing, presentations, or leadership review

  • Avoid common formatting mistakes that make spreadsheets hard to read or misinterpreted


Who This Class Is For

This class is ideal for:

  • Nonprofit staff and grant professionals

  • Program managers, administrators, and analysts

  • Development and finance teams

  • Anyone who shares spreadsheets with leadership, boards, or funders

  • Beginner and intermediate Excel users who want more polished results


What This Class Is Not

  • Not a graphic design course

  • Not focused on formulas, pivot tables, or advanced analytics

  • Not about flashy effects or unnecessary visual complexity

This is a best-practices course focused on professional, real-world spreadsheet presentation.


Format & Takeaways

  • Live, instructor-led training

  • Practical demonstrations using real-world examples

  • Tips you can apply immediately to existing spreadsheets

  • Clear guidelines you can reuse for future work

You’ll leave knowing how to make your spreadsheets clean, credible, and easy to understand—without sacrificing accuracy or function.

Participants will receive a certificate of completion. Course materials include an easy-to-use reference guide and practice problems.

All sessions of this class are currently virtual.  Participation is easy.  All you need is an internet connection; we will do the rest.

We have morning, afternoon and evening classes available. See the drop-down menu in the section below to find available classes.

Register

Classes are listed using Eastern Time:

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    If you do not receive a confirmation email after registering, please contact us at info@grant-foundation.org.