Excel Analytics and Programming

Learning advanced Excel functionality directly through practical applications
"I was lucky enough to sit in on George Zhao’s Excel class this past year at Columbia. George’s thorough understanding of the subject allowed him to intelligently lecture on a topic that mystifies most, and also field the many questions with ease. His knowledge and patience makes him a superior lecturer." -Attendee from Fall 2012 sessions 
In Microsoft Excel, numerous built-in functions greatly facilitate data analysis, while Visual Basic programming language expands the range of capabilities by writing customized functions. In learning Excel tools, often the biggest hurdle in utilizing them is a lack of awareness in Excel's capabilities.

There are no courses offered at Columbia University that directly teach students the intricate tools of Excel. As a result, the idea of the workshop was conceptualized to provide an opportunity to learn some important problem-solving skills. The philosophy of the workshops is learning directly through practical examples, from creating PivotTable to analyze transaction data to writing fewer than 10 lines of code to convert any data from matrix to vector format with one click.

The workshop was initially launched in the Fall 2012 semester at Columbia University in a series of presentations. Since then, it has expanded beyond the Columbia campus into New York City. Some of the materials from the inaugural series of workshops are available online below.

2012 Fall Workshop Materials

Materials available for download here:
  • Learning Slides (.pdf)
  • Exercises - Blank (.xlsx)
  • Exercises - Filled (.xlsm)

  • Get the Complete Package
  • Over 6 hours of video recordings for the 8 total sessions
  • Post-recording recap points and remarks on each of the sessions
  • Presentation Slides, Blank Exercises, Completed Exercises that follow the sessions
  • 3 additional sample assignment exercises and their solutions
  • Available for purchase, with free sample (first session) to the right
  • Workshop History

  • Oct - Dec 2012: series of 8 weekly workshops throughout the semester at Columbia University (resources above)
  • February 16, 2013: 4-hour workshop at Columbia University, hosted by Columbia China Law and Business Association, attended by 250+ students from colleges around New York region (pictured above)
  • April 22, 2013: 1-hour workshop at Columbia University, hosted by Alpha Kappa Psi
  • April 29, 2013: 2-hour sold-out workshop at Alley NYC, attended by 30 students and professionals
  • July 25, 2013: 1-hour webinar workshop, attended by 200+
  • September 8, 2013: 1-hour workshop at Columbia University, attended by 100+
  • November 10, 2013: 1-hour workshop at Columbia University
  • December 16, 2013: 2-hour workshop at SoTechie Spaces
  • April 2, 2014: 1.5-hour workshop at Columbia University, hosted by Columbia China Law and Business Association
  • April 15, 2014: 1-hour workshop at Columbia University, hosted by Columbia Financial Investment Group
  • November 9, 2014: 1-hour workshop at Columbia University, hosted by Columbia Investment Banking Division
  • April 14, 2015: 1-hour workshop at Columbia University, hosted by Columbia Military Veterans Group
  • March 27, 2016: 1-hour workshop at Columbia University, hosted by Columbia Investment Banking Division