Excel is a powerful tool and indispensable for business, personal, and academic use. In this course, you will gain a strong foundation in Microsoft Excel 365, equipping you with the skills to confidently navigate Excel's features. Whether organizing data, creating professional spreadsheets, or generating insightful visualizations, this introduction to Excel course will provide the tools and techniques to maximize your efficiency with this industry-leading spreadsheet software program.
Beginning with the basics of how to enter labels and numeric data, you will learn ways to structure and format your worksheets for clarity and efficiency. This intro to Excel course will show you how to modify a worksheet's structure by inserting, deleting, and formatting rows and columns, and explore formatting options to make your data visually appealing and easy to interpret. From applying number formats to text styling, you will gain the skills to transform plain data into professional-grade spreadsheets.
Next, dive into calculation capabilities, starting with simple formulas and progressing to aggregate functions. You will practice using references to cells and ranges, troubleshoot formula errors, and explore tools like autofill and quick analysis to save time and streamline your workflow. You will also learn how to apply headers, footers, and themes to give your worksheets a polished, cohesive appearance, and how to prepare your spreadsheets for printing.
In addition to foundational skills, this course introduces advanced techniques like working with multiple sheets and referencing data across workbooks. You will create and format tables, sort and filter data, and generate dynamic charts to visualize trends and insights. Next, explore statistical and financial functions essential for analyzing data in a business context. Finally, you will practice creating business forms, using templates, and designing workbooks that maximize efficiency and usability.
By the end of this introduction to Excel course, you will have a solid understanding of Excel's core features and advanced capabilities. Hands-on practice and real-world examples boost your ability to successfully learn Excel online and enable you to tackle various tasks confidently. Get ready to unlock the potential of Excel and elevate your productivity!
Chad Wambolt has spent his entire professional career in the finance field, working for both private and publicly-held companies with sales ranging from $500 million to $3 billion. He is a graduate of Boise State University, where he obtained his bachelor's degree in accounting. Through the course of his career, Wambolt became an expert user of Microsoft Excel. Since 1997, he has taught Excel to students of varying skill levels and helped organizations streamline internal processes.
The instructional materials required for this course are included in enrollment and will be available online.
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Lesson 1
Getting to Know Excel
This lesson introduces the fundamentals of Excel, including navigating its interface, understanding workbooks and worksheets, and mastering basic data entry. You'll learn how to input labels, numeric data, and fractions, move efficiently within a worksheet, and save your work in various formats, ensuring your files are well-organized and accessible.
Modifying a Worksheet's Structure
In this lesson, you'll explore how to modify the structure of a worksheet by selecting, moving, and copying data. Topics include inserting and deleting rows, columns, and cells, merging cells, and using shortcuts to streamline tasks. These skills will enable you to organize and manipulate data effectively.
Using Formulas and Functions
This lesson focuses on creating and using formulas and functions to perform calculations in Excel. You'll learn about simple formulas, essential aggregate functions like SUM and AVERAGE, and time-saving tools like AutoFill and Flash Fill. These techniques will help you automate calculations and save time.
Formatting Cells and Their Content
Learn how to format cells, rows, and columns to enhance the readability and appearance of your data. This lesson covers text alignment, cell borders, fill colors, number formatting, and custom cell styles. These formatting techniques will give your spreadsheets a polished and professional look.
Formatting and Printing a Worksheet
This lesson covers preparing your worksheet for presentation and printing. Topics include modifying page setup, applying headers and footers, using themes, and printing to PDF or other formats. You'll learn to optimize your worksheets for both digital and physical distribution.
Referring to Cells, Ranges, and Formulas
In this lesson, you'll explore cell references, including relative, absolute, and mixed references, and learn to name ranges for clarity and ease of use. You'll also practice resolving formula errors and using tools to display and troubleshoot formulas effectively.
Using Multiple Sheets and Workbooks
This lesson focuses on managing and linking data across multiple sheets and workbooks. You'll learn to add, delete, and group sheets, reference data across worksheets, and link content to other applications, expanding your ability to manage complex projects.
Working with Tables
This lesson introduces Excel tables, showing you how to create, format, and manage table data. You'll explore sorting, filtering, adding totals, and using table styles to make your data more organized and interactive.
Charting Data
This lesson teaches you to visualize data with charts. You'll create and modify various chart types, format chart elements, and apply styles to make your data presentations clear and impactful. Topics include pie charts, bar charts, and advanced chart customizations.
Using Aggregate, Statistical, and Financial Functions
This lesson explores several types of powerful functions. We start with a review of aggregate functions, and then turn our attention to statistical functions like AVERAGE and standard deviation, as well as financial functions such as PMT and PV to calculate loan values and payments.
Creating Business Forms
This lesson explores using Excel to create professional business forms, including calendars, invoices, and purchase orders. You'll learn to design layouts, apply formatting, and incorporate formulas to create functional and visually appealing forms.
Working with Templates
In the final lesson, you'll learn to create and use templates to save time and ensure consistency across projects. Topics include using Excel's built-in templates, designing custom templates, and creating chart templates for reuse. This lesson helps streamline your workflow and maintain professional standards.
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