Certificate in Excel Functions for Data Analysts I

Modeling Complex Warfare Workshop

Certificate in Excel Functions for Data Analysts I
1000 to 1800 ET
Online (Zoom)

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The MORS Certificate in Excel Functions for Data Analysts is a five-day course designed for beginner to mid-level analysts who wish to enhance their Excel skills and see what is new. Participants will learn how to conduct analysis and prepare briefs for decision makers using only Microsoft Office products. The course begins with the basics to provide a strong foundation, then builds up to a more in-depth look at various tools and functions within Excel. On the final day, participants will create and present a Capstone Project that combines everything they have learned throughout the week. 

During the first 3 days (Week 1), the course material is taught with in-course work and overnight homework to reinforce the material covered. Between weeks, a practice Capstone Project is presented to provide more opportunities to reinforce the material. Finally, during the last 2 days (Week 2) an actual Capstone Project is presented: the first day of Week 2, each student works the capstone project independently, while the second day, students are grouped into teams to present the results of the Capstone to the instructors.  


Through a combination of lectures and group work, our expert instructors will introduce participants to a variety of different Excel tools and functions, including:

  • Probability, statistics, and simulation
  • Creating charts
  • Data query and analysis
  • Visual basic and dashboards

Requirements: Computer equipped with Excel 2016 or beyond (anything before 2016 will not work), plus three add-ins that will be used in the course: Data Analysis Toolpak, Solver, and Visual Basic Editor



Basics, Probability, and Statistics
Basic Functions
Percentiles and Quartiles
Forecasting (Moving Averages, Weighted Averages)
Random Number Generation
Common Probability Functions
Charts & Data Query Main Charts (pie, column, bar & line)
Specialized Charts (control, scatterplot, pareto, histogram, and boxplots)
Pasting excel charts in PPT and Word
Logic and Logic Math
Lookup Functions
Pivot Tables
Macros / VBA & Dashboards  
Presenting Results to Senior Leaders  


Ms. Trena Lilly
Trena Lilly

Trena Lilly is an Operations Research Practitioner with degrees from North Carolina A&T State University, University of Maryland, College Park and the George Washington University. She joined the Johns Hopkins University Applied Physics Laboratory (JHU/APL) in June 1997. Ms. Lilly is currently the Deputy Technical Lead for the Next Generation Surface Weapon (NGSW) Study and the Modeling and Simulation (M&S) Verification, Validation and Accreditation (VV&A) Lead for Aegis BMD. Ms. Lilly is a Past President and Fellow of the Military Operations Research Society (MORS).

Dr. Nicholas Shallcross
Headshot of Dr. Nicholas Shallcross in a white and green checkered shirt infront of a brown background

Nicholas J. Shallcross, Ph.D. is an active-duty Army Officer with over 20 years of operational and staff experience at multiple echelons. Lieutenant Colonel Shallcross holds a B.S. in Mechanical Engineering from the Virginia Military Institute, a M.S. in Operations Research from the Air Force Institute of Technology, and a Ph.D. in Engineering from the University of Arkansas. He currently serves as the Senior Army Advisor to the President of the Naval Post Graduate School. He is also adjunct professor in the Industrial Engineering Department at the University of Arkansas. His research interests include decision analysis, set-based design, risk analysis, simulation, stochastic processes, and operations assessments. He is a member of ASEM, INCOSE, INFORMS, and MORS.


The "Invoice Me" option can only be used for the registration fee. This option won't appear if you have social tickets, CEU courses or tutorials in your cart. If you need assistance registering please contact Ms. Sarah Madonia, sarah.madonia@mors.org.

Employer Member Non-Member
MORS Government Sponsor*  $2,700  $2,800
U.S. Federal Government  $2,800  $2,900
National Research Partner
(IDA Employees Only)
 $2755  $2850
 All Others  $2,900  $3,000

*Government Sponsor organizations include: Center for Army Analysis, HQDA/DCS Program G-8; Marine Corps Combat Development and Integration; Naval Operations, N81; Secretariat of the Air Force, Studies and Analysis SAF/SA; OSD, A&S; and DHS S&T/OSE/ORA