Excel Crash Course for Assistant Managers

Excel Essentials for Assistant Managers (Beginner to Intermediate)

Spreadsheets are part of nearly every task at a property, from tracking renewals and delinquencies to reviewing rent rolls, budgets, and work orders. This hands-on class helps assistant managers build a strong foundation in Microsoft Excel and apply it to the reports and data they work with every day. You’ll learn how to navigate Excel with confidence, organize and clean up data, use essential formulas, and turn raw numbers into clear, professional reports. Whether you’re brand new to Excel or want to sharpen your skills and save time, you’ll leave with practical techniques you can use at your property right away.

This is a hands-on course. Please bring a laptop with Microsoft Excel installed.

Key Takeaways:

• Excel Basics: Navigating the interface, entering and editing data, working with rows and columns, and understanding how workbooks are organized, plus time-saving shortcuts.
• Data Management: Sorting, filtering, and formatting property reports so they’re accurate, readable, and easy to work with.
• Formulas & Functions: Using SUM, AVERAGE, COUNT, and lookup functions like XLOOKUP and VLOOKUP to automate calculations, reconcile lists, and reduce manual work.
• Charts & Graphs: Creating clear, polished visuals to share occupancy, collections, and maintenance trends with your team and regional managers.
• Conditional Formatting: Automatically flagging lease expirations, past-due balances, and other key data points with color and formatting rules.
• Data Analysis Tools: An introduction to PivotTables and PivotCharts for quickly summarizing and analyzing large datasets.