Microsoft Excel for Lawyers (2024 Edition)

Craig Brody
Craig Brody | Craig Brody LLC

Craig Brody runs Craig Brody, LLC, a software training and consulting business. Craig has trained thousands of employees, managers, executives and students in application software including Microsoft 365 and Adobe Acrobat Pro. Craig also conducts and facilitates in person and online training workshops for professionals such as those in the fields of Accounting, Business, and Law.

Re-Broadcast: July 22, 2025

2 hour CLE

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Program Summary

Microsoft Excel can be an important spreadsheet application for lawyers. It effectively manages and organizes data in a variety of lists; for example, lists of cases, documents, and exhibits. Excel can also calculate interest on court judgments and determine dates to file deadlines. You can use it to transform data into professional tables and reports that can then be inserted into Word and PowerPoint documents. This overview course demonstrates Excel using different legal examples.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Create a new spreadsheet; Format and Align data
  • Set up data lists; Organize lists with Sort, Filter and related commands
  • Calculate data with Formulas
  • Link spreadsheets together
  • Create professional reports using Tables and PivotTables
  • Insert Charts to illustrate data
  • Copy Excel tables & reports into Microsoft Word and PowerPoint
  • Add Headers & Footers
  • Change page layout for effective viewing and printing

Date / Time: July 22, 2025

  • 2:00 pm – 4:10 pm Eastern
  • 1:00 pm – 3:10 pm Central
  • 12:00 pm – 2:10 pm Mountain
  • 11:00 am – 1:10 pm Pacific

Closed-captioning available

Speakers

Craig Brody_ Craig Brody LLC – Training Services_myLawCLECraig Brody | Craig Brody LLC

Craig Brody runs Craig Brody, LLC, a software training and consulting business. Craig has trained thousands of employees, managers, executives and students in application software including Microsoft 365 and Adobe Acrobat Pro. Conducts and facilitates in person and online training workshops for professionals such as those in the fields of Accounting, Business, and Law. Conducts workshops, classes and consulting services for the University of Pennsylvania including the Wharton Business School and Penn Carey Law. Provides clients with spreadsheet analysis and design, software programming, consulting services and course curriculum including videos, reference guides and related materials.

Agenda

I. Create a new spreadsheet; Format and Align data | 2:00pm – 2:10pm

II. Set up data lists; Organize lists with Sort, Filter and related commands | 2:10pm – 2:25pm

III. Calculate data with Formulas | 2:25pm – 2:35pm

IV. Link spreadsheets together | 2:35pm – 2:45pm

V. Create professional reports using Tables and PivotTables | 2:45pm – 3:00pm

Break | 3:00pm – 3:10pm

VI. Insert Charts to illustrate data | 3:10pm – 3:25pm

VII. Copy Excel tables & reports into Microsoft Word and PowerPoint | 3:25pm – 3:50pm

VIII. Add Headers & Footers | 3:50pm – 4:00pm

IX. Change page layout for effective viewing and printing | 4:00pm – 4:10pm

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