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Microsoft Excel: Excel Beginner Basics, Formulas & Functions
Rating: 4.6 out of 5(64 ratings)
308 students

Microsoft Excel: Excel Beginner Basics, Formulas & Functions

Microsoft Excel Course: From A-Z, Zero to Hero - Microsoft/Office/Excel 365, Microsoft Excel 2019, Microsoft Excel 2016
Created byRobert Mathisen
Last updated 7/2024
English

What you'll learn

  • Build a solid understanding on the Basics of Microsoft Excel
  • Learn the most common Excel functions used in the Office
  • Take control of your Excel data! Learn fast and efficient management techniques.
  • Learn how to THINK like Excel, and write powerful and dynamic Excel formulas from scratch
  • How to standardize and clean data ready for analysis in Excel
  • Be a Confident & Advanced Microsoft Excel user
  • Learn new techniques and formulas to tackle tasks faster and better in Excel
  • Learn practical methods to sort and filter your data in Excel

Course content

14 sections195 lectures9h 0m total length
  • Excel's Start Screen1:12

    Microsoft Excel Course: From A-Z, Zero to Hero - Microsoft/Office 365/Excel 365, Microsoft Excel 2019, Microsoft Excel 2016

  • Workbooks and Worksheets in Excel0:43

    In Excel, a workbook is a spreadsheet program file that can contain one or more worksheets, also known as spreadsheets. A worksheet is a single spreadsheet that consists of cells organized into rows and columns, where users can enter and calculate data. The term "workbook" is used because it's similar to a book, with each worksheet like a page.

  • Exploring Excel's User Interface2:26

    Microsoft Excel Course: From A-Z, Zero to Hero - Microsoft/Office 365/Excel 365, Microsoft Excel 2019, Microsoft Excel 2016

  • Navigating around the Worksheet0:54

    Microsoft Excel Course: From A-Z, Zero to Hero - Microsoft/Office 365/Excel 365, Microsoft Excel 2019, Microsoft Excel 2016

  • Navigating using your Keyboard1:14

    Here are some keyboard shortcuts for navigating around Excel:

    • Arrow keys: Move between cells, with the up arrow moving down, down arrow moving left, left arrow moving right, and right arrow moving to the edge of the current data region

    • Ctrl + arrow key: Enter End mode, move to the next nonblank cell in the same column or row as the active cell, and turn off End mode

    • Ctrl + Home: Return to the upper left of the worksheet

    • Ctrl + End: Return to the lower right of the worksheet

    • Ctrl + Page Up/Page Down: Switch between sheets

    • Scroll Lock or ScrLk toggle key: When toggled on, the movement keys scroll the window rather than moving the cursor

  • Shortcuts for moving the Cell Pointer1:13

    Microsoft Excel Course: From A-Z, Zero to Hero - Microsoft/Office 365/Excel 365, Microsoft Excel 2019, Microsoft Excel 2016

  • Scroll & Zoom1:24

    Here are some ways to scroll and zoom in Excel:

    • Scroll

      To scroll to the start or end of a range in a column or row, press CTRL and an arrow key. To scroll to the start or end of a range while selecting it, press CTRL+SHIFT and an arrow key. To scroll one row up or down, press SCROLL LOCK and then use the UP or DOWN arrow key. To scroll one column left or right, press SCROLL LOCK and then use the LEFT or RIGHT arrow key. To scroll one window up or down, press PAGE UP or PAGE DOWN.

    • Zoom

      To zoom in or out, you can use the Zoom group on the View tab:

      • Click Zoom 100%

      • Click Zoom to Selection to maximize the view of selected cells

      • Click Zoom and then enter a percentage or choose other settings

    • Mouse wheel

      You can also zoom in or out by holding down the CTRL key and using the scroll wheel on your mouse. Scrolling forward zooms in, and scrolling downward zooms out. However, some say this method can be choppy. To make it smoother, you can try clicking on cell A1 before zooming.

    • Keyboard

      You can also zoom in or out using the Control key and the plus and minus keys on your keyboard. To zoom in, hold down Control and press the plus key. To zoom out, hold down Control and press the minus key.

  • Backstage View0:35

    The Backstage view in Excel is a central hub that provides access to functions that apply to the entire file, such as opening, saving, printing, and managing files. It also allows users to access program options and customization settings.

  • Introducing Your First Assignment2:27

    Microsoft Excel Course: From A-Z, Zero to Hero - Microsoft/Office 365/Excel 365, Microsoft Excel 2019, Microsoft Excel 2016

  • Getting to know Excel - Assignment 10:15

    Microsoft Excel Course: From A-Z, Zero to Hero - Microsoft/Office 365/Excel 365, Microsoft Excel 2019, Microsoft Excel 2016

  • Getting to know Excel - Assignment 1 (Answer Guide)7:03

    Microsoft Excel Course: From A-Z, Zero to Hero - Microsoft/Office 365/Excel 365, Microsoft Excel 2019, Microsoft Excel 2016

  • The Excel Ribbon2:21

    Microsoft Excel ribbon is the row of tabs and icons at the top of the Excel window that allows you to quickly find, understand and use commands for completing a certain task.

  • Excel Ribbon Tabs - Part 12:53

    The Excel ribbon is a set of toolbars at the top of the window that contains tabs for quick access to commands. The standard Excel ribbon includes the following tabs:

    • File

      Provides access to the backstage view, which contains file-related commands and Excel options

    • Home

      Includes frequently used commands like copying and pasting, sorting and filtering, and formatting

    • Insert

      Allows users to add objects to a worksheet, such as images, charts, PivotTables, hyperlinks, equations, and headers and footers

    • Formulas

      Includes mathematical and logical functions, as well as tools for auditing and evaluating formulas

  • Excel Ribbon Tabs - Part 21:11

    Microsoft Excel Course: From A-Z, Zero to Hero - Microsoft/Office 365/Excel 365, Microsoft Excel 2019, Microsoft Excel 2016

  • Types of Commands on the Ribbon3:12

    Microsoft Excel Course: From A-Z, Zero to Hero - Microsoft/Office 365/Excel 365, Microsoft Excel 2019, Microsoft Excel 2016

  • Shortcut Menus1:54

    In Excel, the shortcut menu displays a list of commands relevant to a selected item. It can be opened by pressing Shift+F10 or right-clicking an item. The commands on the shortcut menu will vary depending on the object that is selected.

  • The Quick Access toolbar0:42

    The Quick Access Toolbar (QAT) in Excel is a customizable toolbar that contains frequently used commands. It's located in the upper left corner of the Excel window, either above or below the ribbon.

  • Adding Ribbon Commands to the Quick Access toolbar2:24

    Add a command to the Quick Access Toolbar

    1. On the ribbon, select the appropriate tab or group to display the command that you want to add to the Quick Access Toolbar.

    2. Right-click the command, and then select Add to Quick Access Toolbar on the shortcut menu.

  • Adding Non-Ribbon Commands to the Quick Access toolbar1:17

    Add a command to the Quick Access Toolbar that isn’t on the ribbon

    1. Select Customize Quick Access Toolbar > More Commands.

    2. In the Choose commands from list, select Commands Not in the Ribbon.

    3. Find the command in the list, and then select Add.

  • The Formula bar1:44

    The formula bar in Excel is a toolbar at the top of a worksheet window that allows users to enter, copy, edit, and review formulas. It's labeled with the function symbol (fx) and is available in both desktop and online versions of Excel.

  • Dialog Boxes1:11

    A dialog box is a temporary window an application creates to retrieve user input. An application typically uses dialog boxes to prompt the user for additional information for menu items.

  • Tabbed Dialog Boxes0:40

    Tabbed dialog boxes are common in Excel. They break complex dialogs into multiple pages that replace each other as the user clicks on the different tabs.

  • Task Panes1:19

    Task panes are interface surfaces that typically appear on the right side of the window within Word, PowerPoint, Excel, and Outlook. Task panes give users access to interface controls that run code to modify documents or emails, or display data from a data source. Use task panes when you don't need to embed functionality directly into the document.

  • Getting to know Excel - Assignment 20:08

    Microsoft Excel Course: From A-Z, Zero to Hero - Microsoft/Office 365/Excel 365, Microsoft Excel 2019, Microsoft Excel 2016

  • Getting to know Excel - Assignment 2 (Answer Guide)2:48

    Microsoft Excel Course: From A-Z, Zero to Hero - Microsoft/Office 365/Excel 365, Microsoft Excel 2019, Microsoft Excel 2016

Requirements

  • Must have access to Microsoft Excel (ideally Excel 365, Excel 2021, or Excel 2019)

Description

Are you ready to master Microsoft Excel and unlock its full potential? Whether you're a beginner looking to grasp the basics or an experienced user aiming to refine your skills, you've come to the right place!

In this comprehensive Microsoft Excel course, we cover everything from the fundamental functions to advanced techniques that will make you a spreadsheet wizard. Excel isn't just a tool. It's your secret weapon for organizing data, and performing complex calculations that drive informed decisions.

Why Microsoft Excel? It's the cornerstone of data management across industries, from finance and marketing to education and beyond. By the end of this course, you'll feel confident navigating Excel's interface, and creating formulas with ease.

Each module is designed for maximum clarity and hands on practice, ensuring you not only understand concepts but can apply them immediately.

Ready to excel in Excel? Join us on this exciting learning journey and take your skills to the next level. Enroll today and empower yourself with the spreadsheet skills that employers value.

Let's dive in and discover the endless possibilities of Microsoft Excel together!


Below are the sections and topics that will be covered in this course.

Getting to know Excel

  • Understanding Excel Workbooks and Worksheets: Learn how Excel organizes data using workbooks and worksheets, including creating, saving, and managing multiple sheets within a single Excel file.

  • Exploring the User Interface: Discover the key components of the Excel interface, such as the toolbar, formula bar, and sheet tabs, to streamline your workflow and boost productivity.

  • Navigating Excel: Master the techniques for moving through large datasets in Excel, efficiently locating specific data or cells within your worksheets.

  • Shortcuts for moving the Cell Pointer: Accelerate your work by using keyboard shortcuts to quickly move the cell pointer in Excel, improving your navigation and data entry speed.

  • The Microsoft Excel Ribbon: Get familiar with the Excel Ribbon, where you can find essential tools and functions organized into tabs for easy access to the features you need.

  • Excel Dialog Boxes: Learn how to interact with Excel’s dialog boxes, which provide advanced settings and options for functions, formatting, and more, enhancing your control over the software.

Entering and Editing Data in Excel

  • Excel Data Types: Learn about the various data types used in Excel, including text, numbers, dates, and formulas, to optimize how Excel interprets and processes data.

  • Entering Data: Discover how to input data into Excel cells efficiently and accurately, from manual entry to using built-in shortcuts.

  • Editing & Deleting Cell Contents: Explore methods for editing existing data in Excel cells, as well as removing cell contents without disrupting your spreadsheet's structure.

  • Undo & Redo in Excel: Master the Undo and Redo functions in Excel to quickly reverse or reapply changes, ensuring smoother data entry and editing.

  • Inserting Cells: Learn how to insert new cells into an Excel worksheet, shifting existing data to accommodate additional entries.

  • AutoFill: Understand how Excel’s AutoFill feature helps replicate data or extend patterns across multiple cells, saving time in repetitive tasks.

  • AutoComplete: See how Excel’s AutoComplete feature can automatically suggest and complete entries based on previous data, reducing typing time and errors.

  • Intro to Formatting: Get an introduction to Excel formatting tools to enhance the appearance of your spreadsheets, making them easier to read and interpret.


Worksheet Operations in Excel

  • Moving and Resizing Microsoft Excel Windows: Learn how to efficiently move and resize Excel windows to manage your workspace and improve multitasking across multiple files.

  • Activating a Worksheet: Discover the simple ways to activate and switch between Excel worksheets, helping you navigate large workbooks with ease.

  • Adding, Deleting, and Renaming Worksheets: Master the steps to add new worksheets, delete unnecessary ones, and rename them in Excel to keep your work organized.

  • Zooming In & Out in Excel: Explore how to zoom in and out of your Excel worksheet to get a better view of your data, whether you’re fine-tuning details or looking at the bigger picture.

  • Freezing Window Panes: Learn how to freeze rows and columns in Excel, ensuring critical data remains visible while scrolling through large datasets.

  • Selecting, Adding, Deleting, and Hiding Rows and Columns: Understand how to select, insert, delete, and hide rows and columns in Excel, streamlining your data management and organization.

Working with Ranges in Excel

  • Finding and Replacing Data: Learn how to quickly locate and replace specific text or values within Excel to save time and improve efficiency when working with large data sets.

  • Copying, Moving, and Cutting Ranges: Master the essential skills of copying, moving, and cutting Excel data ranges to organize and restructure your spreadsheets with ease.

  • Paste Special in Excel: Explore advanced options for pasting data in Excel, including formulas, values, formats, and more, using the powerful Paste Special feature.

  • Adding, Editing, and Removing Hyperlinks: Discover how to insert, modify, and remove hyperlinks in Excel to create interactive, connected spreadsheets that link to external sources or internal sheets.

  • Excel Cell Notes: Learn how to add, edit, and manage cell notes in Excel, allowing you to insert helpful comments or annotations for better collaboration and data tracking.

  • Sort and Filter: Understand how to use Excel's Sort and Filter tools to organize and analyze data, making it easier to find relevant information within your worksheets.

  • Custom Sort: Dive into Excel's Custom Sort feature, enabling you to sort data based on multiple criteria for a more detailed and organized view of your spreadsheet.


Formatting in Excel

  • Excel Fonts: Learn how to change font types, sizes, and styles to enhance the appearance of your Excel worksheets.

  • Text Alignment: Discover how to adjust the alignment of text within cells, including vertical and horizontal alignment options in Excel.

  • Colors and Shading: Understand how to apply background colors and shading to cells to highlight important data in Excel.

  • Borders and Lines in Excel: Master the use of borders and lines to clearly separate data and create professional-looking tables in Excel.

  • Format Painter: Learn how to quickly copy and apply formatting from one cell to another using Excel’s Format Painter tool.


Saving and Password Protection in Excel

  • Creating a New Microsoft Excel Workbook: Learn how to start fresh by creating a new Excel workbook, customizing it to your needs from the ground up.

  • Opening an Existing Microsoft Excel Workbook: Discover how to quickly and efficiently open existing Excel workbooks to access and update your data.

  • Saving a Microsoft Excel Workbook: Understand the best practices for saving your Excel workbook to ensure your data is securely stored and accessible.

  • Changing the Default File Location: Learn how to modify the default save location in Excel to streamline your workflow and keep your files organized.

  • Password-Protecting a Microsoft Excel Workbook: Explore how to add password protection to your Excel workbooks to safeguard sensitive information from unauthorized access.


Printing in Excel

  • Previewing the Printout: Learn how to use the print preview feature in Excel to ensure your data is formatted correctly before printing.

  • Changing your Page View: Discover how to adjust Excel's page view settings to optimize your worksheet for printing, including switching between normal, page layout, and page break views.

  • Previewing the Pages: Master the skill of navigating through multiple pages in Excel’s print preview mode to confirm all your data appears as expected.

  • Creating PDF Files: Explore how to easily save and export your Excel worksheets as PDF files for sharing or printing.



Disclaimer: If running Excel 365, Excel 2021, Excel 2019, you'll likely have access to all of the following functions.
Although, if you're using Excel 2016 or earlier versions, some functions may not be available.


Intro to Excel Formulas, Functions, and Cell References

  • Excel Formulas: Learn how to create and use Excel formulas to perform basic and complex calculations, helping you automate tasks and improve efficiency in your spreadsheets.

  • Excel Functions: Discover the most commonly used Excel functions, such as SUM, AVERAGE, and IF, which allow you to streamline data analysis and make more informed decisions.

  • Relative & Absolute Cell References: Understand how Excel's relative and absolute cell references work, ensuring that your formulas behave as expected when copied to different cells in your worksheet.

  • Mixed References: Explore mixed cell references in Excel, which combine both relative and absolute references to offer more flexibility when creating formulas.

  • Circular References: Learn about circular references in Excel, how they can occur, and the steps to resolve or manage them effectively within your formulas.


Math Functions

  • RANDBETWEEN: The Excel RANDBETWEEN function generates a random number between two specified values.

  • ROUND, ROUNDUP, ROUNDDOWN: Excel functions used to round numbers; ROUND rounds to the nearest digit, ROUNDUP always rounds up, and ROUNDDOWN always rounds down.

  • INT, TRUNC, ROUND: The Excel INT function returns the integer part of a number, TRUNC cuts off the decimal places without rounding, and ROUND rounds to a specified number of digits.

  • MROUND: Excel’s MROUND function rounds a number to the nearest specified multiple.

  • FLOOR, CEILING: Excel FLOOR rounds a number down to the nearest multiple, while CEILING rounds a number up.

  • ODD, EVEN: These Excel functions round a number up to the nearest odd or even integer, respectively.

  • MOD: The Excel MOD function returns the remainder after division, useful for working with cycles or grouping data.

  • SUM, AutoSum, Alt + Plus Sign, Quick Analysis: Excel's SUM function adds a range of numbers, AutoSum quickly applies the SUM function, Alt + Plus Sign is a shortcut for AutoSum, and Quick Analysis provides options to apply sum functions with one click.

  • Running Total Formula: Excel’s Running Total Formula helps you track cumulative totals over a series of rows or columns.

  • SUMIF: Excel’s SUMIF function adds up cells that meet a specific condition.

  • SUMIFS: The Excel SUMIFS function extends SUMIF by allowing multiple criteria for summing data across ranges.


Logical Functions

  • AND: The Excel AND function checks if all specified conditions are true. It returns TRUE if all arguments evaluate to TRUE and FALSE otherwise.

  • IF: The Excel IF function allows you to create conditional statements. It returns one value if a condition is met and another if it’s not.

  • OR: The Excel OR function evaluates multiple conditions and returns TRUE if at least one condition is true, and FALSE if all conditions are false.

  • IFS: The Excel IFS function tests multiple conditions in a sequence and returns a corresponding value for the first true condition.

  • Nested IF: Nested IF in Excel is a technique where multiple IF functions are combined to test more than one condition, returning different outcomes based on the results.

  • ISEVEN: The Excel ISEVEN function checks if a number is even. It returns TRUE for even numbers and FALSE for odd numbers.

  • ISODD: The Excel ISODD function determines if a number is odd. It returns TRUE for odd numbers and FALSE for even numbers.

  • ISBLANK: The Excel ISBLANK function checks if a specified cell is empty and returns TRUE if the cell is blank.

  • ISFORMULA: The Excel ISFORMULA function verifies if a cell contains a formula. It returns TRUE if the cell has a formula, otherwise FALSE.

  • ISERROR: The Excel ISERROR function checks if a cell contains any error, returning TRUE for errors and FALSE for non-errors.

  • IFERROR: The Excel IFERROR function handles errors by returning a specified value or message if an error is found in a formula.


Statistical Functions

  • AVERAGE: The Excel AVERAGE function calculates the mean of a range of numbers, providing a central value.

  • MEDIAN: The Excel MEDIAN function returns the middle number in a set of data, ensuring accurate analysis of skewed distributions.

  • MODE: The Excel MODE function identifies the most frequently occurring value in a dataset, highlighting trends or common figures.

  • COUNT: The Excel COUNT function counts the number of cells containing numeric data, helping track quantities within a range.

  • COUNTA: The Excel COUNTA function counts non-empty cells, including those with text, numbers, or formulas.

  • COUNTBLANK: The Excel COUNTBLANK function counts the number of empty cells in a specified range, useful for data analysis and cleanup.

  • COUNTIF: The Excel COUNTIF function counts cells that meet a single condition, ideal for filtering data based on criteria.

  • COUNTIFS: The Excel COUNTIFS function counts cells that meet multiple conditions across ranges, allowing for more complex data analysis.

  • MAX, MIN: The Excel MAX and MIN functions find the largest and smallest values in a dataset, helping to quickly identify extremes.


Text Functions

  • UPPER, LOWER, PROPER: In Excel, these functions convert text to uppercase, lowercase, or proper case (capitalizing the first letter of each word).

  • LEN: This Excel function returns the number of characters in a text string.

  • TRIM: Removes any extra spaces from text in Excel, leaving only single spaces between words.

  • Concatenation using the Ampersand symbol (&): In Excel, this combines multiple text values into one using the & symbol.

  • LEFT, RIGHT, MID: These Excel functions extract specific parts of a text string—LEFT retrieves characters from the start, RIGHT from the end, and MID from the middle.

  • TEXTBEFORE: This Excel function extracts text that appears before a specified delimiter in a string.

  • TEXTAFTER: In Excel, this extracts text that appears after a specific delimiter in a string.

  • Text to Columns: This Excel feature splits text into separate columns based on a delimiter like commas or spaces.

  • TEXTJOIN: Combines text strings with a specified delimiter in Excel, skipping any empty cells.

  • CONCATENATE: An Excel function that merges multiple text strings into one, an older method similar to using &.

  • TEXTSPLIT: In Excel, this function splits a text string into an array based on a specified delimiter.

  • TEXT (including Leading Zeros and Padding Zeros): This Excel function formats numbers as text, useful for preserving leading or padded zeros.

  • TYPE: In Excel, this function returns the data type of a value, such as text, number, or error.

  • VALUE: Converts text that appears as a number into an actual numeric value in Excel.

  • T: Returns the text from a value, or an empty string if the value is not text, in Excel.


Lookup Functions

  • XLOOKUP: XLOOKUP is a powerful function that allows users to search for a value in a range or array and return a corresponding value from another range, offering more flexibility than VLOOKUP or HLOOKUP in Excel.

  • UNIQUE: The UNIQUE function in Excel is used to extract unique values from a range or array, helping users eliminate duplicates and simplify data analysis.

  • TRANSPOSE: TRANSPOSE in Excel allows users to switch the orientation of data, converting rows into columns or columns into rows, making data organization and presentation more flexible.

  • VSTACK, HSTACK: VSTACK and HSTACK functions in Excel enable users to vertically or horizontally combine ranges or arrays, making it easy to merge data for analysis without needing manual adjustments.

Who this course is for:

  • Anyone looking for a deeper understanding of Microsoft Excel.