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Excel Work Essentials for Beginners - NEW 2025

Name: Excel Work Essentials for Beginners - NEW 2025
Rating: 4.7 (6 reviews)

Learn Excel formulas, charts, and pivot tables with hands-on projects for work success

Created byNathan Rogers

Last updated 10/2025

English

What you'll learn

Create Useful Excel Workplace Tools: A Gantt Chart Project Planner and an Open-to-buy Calculator
Create Professional Reports with Excel Formulas
Lookup and Analyse Workplace Data with Confidence
Understand Tables, Pivot Tables, and Pivot table Calculations
Understand Charts, Pivot Charts, and use Slicers
Build Dynamic Dashboards with Pivot Charts for Data Visualization

Course content

7 sections • 40 lectures • 5h 34m total length

Introduction2:54
Welcome to this comprehensive Excel course, designed to transform you into a confident and skilled user of Microsoft Excel, whether you're a beginner or looking to elevate your existing skills. This course is crafted to be accessible, engaging, and practical, guiding you through a step-by-step journey to master Excel’s powerful tools and features. We’ll empower you to apply your skills in real-world scenarios, creating valuable tools and dashboards that enhance productivity and decision-making.
What You’ll Learn
This course is structured into five modules, each building on the previous one to ensure a smooth learning curve. You’ll start with the basics and progress to advanced techniques, creating functional tools at the end of each module to solidify your skills. Here’s a glimpse of what you’ll achieve in each module:

Getting Started With Excel
You’ll master the Excel interface, learn essential formulas (SUM, AVERAGE, COUNT, MIN, MAX), and explore data validation and conditional formatting. By the end, you’ll create a professional Gantt Chart (Project Planner) for effective project management. A handy Excel Keyboard Shortcuts Guide will boost your efficiency.
Working with Data and Conditional Calculations
Dive into data management with sorting, filtering, and cleaning techniques. You’ll use advanced formulas like SUMIFS, COUNTIFS, AVERAGEIFS, and IF statements to build a two-tab sales summary dashboard, complete with charts for clear insights. A key formulas guide will serve as a quick reference.
Mastering Lookup Functions
Learn to link data across spreadsheets using Text-to-Columns and lookup functions like VLOOKUP, HLOOKUP, and XLOOKUP. You’ll apply these skills to create a consolidated report from multiple datasets. A concise XLOOKUP guide with practical examples will reinforce your learning.
Analysing Data with Pivot Tables
Discover the power of pivot tables and Excel Tables to analyse data efficiently. You’ll build a practical "Open-to-Buy" tool for strategic purchase planning, enhancing your ability to make data-driven decisions in a business context.
Building Interactive Dashboards with Pivot Tables and Charts
Take your skills to the next level by creating a dynamic, interactive sales and stock dashboard using pivot tables, pivot charts, slicers, and timeline filters. This highly sought-after skill will make your work stand out in any professional setting.
Why This Course?
Each module includes hands-on tasks that result in practical, real-world tools, from project planners to interactive dashboards. You’ll also receive concise summaries and guides to reinforce key concepts, ensuring you can apply what you’ve learned with confidence. Whether you’re managing projects, analysing sales data, or presenting insights to stakeholders, this course equips you with the skills to excel.
Get ready to unlock the full potential of Excel and take your productivity to new heights. Let’s dive in and start building your expertise today!

Introduction to Module "Getting started With Excel"0:43
A brief overview of the module "Getting Started with Excel".
Overview of the Excel Interface5:43
Data Entry and Navigation Shortcuts11:47
Data Types (Text, Currency, Numbers, Dates)12:16
Understand different data formats (Currency, Text, Number, Dates)
Explore the date field and why it can be used in calculations.
Formatting Data10:59
Basic Formulas (SUM, AVERAGE, MIN, MAX, COUNT)9:34
Cell Referencing (Relative, Absolute, Mixed)8:06
Data Validation (Drop down lists)2:29
Conditional Formatting11:22
TASK: Create a Gantt Chart using Conditional Formatting13:43

Introduction to Module "Working with data and conditional calculations"0:31
A brief overview of module "Working with Data and Conditional Calculations"
Sorting data5:31
SORT your data using the Right click menu and the SORT functions on the DATA tab.
Sort by QUANTITY, DATE, COLOUR
SORT Multiple fields as once.
Filtering Data9:33
Cleaning Data13:28
Using Subtotals6:11
Summarise your data using the inbuilt Subtotal Function.
Summarise your data using the Subtotal Formula and investigate its use with filters.
Use SUMIFS for conditional summing6:47
Use COUNTIFS and AVERAGEIFS5:22
Introduction to IF statements7:12
Using Flash Fill3:52
Linking Worksheets12:42
Create a Simple Chart10:37
TASK: Create a Simple Sales Summary Dashboard31:18
TASK: Create a 2 tab "Qtr 2 Sales Summary", comparing Qtr 1&2 sales, for Region and Product. A completed example file is also provided.
1. Create 2 tabs - Sales by Region, Sales by Product (Create and label the tabs. Create and format a common report title in each tab)
2. Add buttons to link between the two sheets (use buttons that look like actual buttons, depressed and not depressed. Select a shape and use formatting options)
3. The Report will compare Quarter 1 and Quarter 2 sales. Create a helper column in the Sales data to identify the quarter each transaction belongs to.
4. In the Sales Data tab, Create a commentary column that highlights when a transaction is at least $500 for Hats or at least $600 for shoes. Use If Statements.
5. Include a Quarter 2 KPI Summary table showing the Sales $, Quantity, Number of transactions, Number of on Target Transactions (Use Sumifs, Countifs) for quarter 2 and the % Growth between each quarter. Use a Helper Table.
6. Show on a Chart % Sales $ Growth for Category, Product and Region

Introduction to Module: Mastering Lookups0:27
A brief overview of the module "Mastering Lookups"
Text to Columns for Data Preparation5:57
Understanding VLOOKUP and HLOOKUP8:47
Combining lookups with other functions (eg: Iferror)3:47
Introduction to Xlookup11:48
TASK: Combine Sales and Stock data into one sheet5:08
Combine data in 3 spreadsheets using vlookups. Please refer to the video for a walkthrough.
We will lookup REGION and STOCK to the SALES spreadsheet. We will create helper columns to simplify the lookup.

Introduction to Module: Analysing Data with Pivot Tables0:23
A brief overview of the module "Analysing Data with Pivot Tables"
Introduction to Tables9:03
Creating a Pivot Table9:10
Pivot Table Calculations10:26
Formatting a Pivot Table8:41
TASK: Build an "Open-to-Buy" tool using Pivot Tables20:06
TASK: Create a Pivot table that shows the "Open to Buy" by month
1. Format "SALES and STOCK" and "On Order" tabs as Tables.
2. Lookup the "On Order" Values to the "Sales & Stock" sheet. Use a helper column. Use a Vlookup.
3. Create a pivot table. Display field "Planned BOM Inventory, Planned EOM Inventory, "Sales", Planned Markdowns", "On Order". Show Monthly values.
4. Show the % Mix of Sales by month
5. Create a calculated field to display the Planned EOM Stock Cover (Stock divided by Sales)
6. Create a calculated field to determine the Open to Buy amount. Formula is "OTB = Planned EOM Inventory + Sales + Planned Markdown - Planned BOM Inventory - On order"
7. Apply a Style to improve the look and feel
8. Include a filters for Category, Region, Product.

Introduction to Module: Build Simple Dashboards using Pivot Tables and Charts0:27
A brief overview of the module "Build simple dashboards using pivot tables and charts"
Using Pivot Charts for Visualisation7:35
Applying Slicers and Timelines for interactivity11:22
TASK: Build an Interactive Dashboard using Pivot Tables and Charts17:50
TASK: Create a Dashboard that shows Monthly Sales using Slicers and a Timeline filter
Use file : Sales and Stock for Interactive Dashboard
1. Convert the data into a Table Format. Name the Table
2. Insert a Date column into the Sales and Stock tab. "=DATE([@Year],MONTH(DATEVALUE([@Month]&"1")),1)"
3. Create a Tab Called "PERFORMANCE DASHBOARD". Create Title on that tab for illustrative purposes.
4. Chart 1: Create a Line chart showing Monthly Sales $ 2025 v 2024. Label 2025 values.
5. Chart 2: Create Column chart showing YOY variance (2025 v 2024). Use Pivot table function "% difference to previous year"
6. Chart 3: Create Pie chart showing Category mix. Include Timeline for selection. Put a box around this section.
7. Chart 4: Create column chart showing Stock to Sales Ratio (use a calculated field)
8. Use slicers for Region, Category, Product. Link Region to charts 1,2,3,4, Link Category and Product to chart 1,2,4 only.

Requirements

No previous excel experience is needed. You will need access to a computer and internet and a willingness to upskill

Description

Unlock the power of Microsoft Excel to boost your workplace productivity and career potential with Excel Work Essentials: From Beginner to Intermediate Mastery! This comprehensive course is designed for beginners eager to build job-ready Excel skills and transition to an intermediate level with confidence. Whether you’re preparing for a new job, aiming to excel in your current role, or seeking to stand out in data-driven workplaces, this course equips you with practical tools and techniques to succeed.

What You’ll Learn:

• Getting Started with Excel: Master the basics, including navigating the interface, creating spreadsheets, and using essential functions to organize and manage data effectively.

• Working with Data and Conditional Calculations: Learn to manipulate and analyze data using formulas, conditional logic, and data formatting to make informed decisions.

• Mastering Lookups: Harness the power of VLOOKUP, HLOOKUP, and other lookup functions to efficiently retrieve and connect data across datasets.

• Analysing Data with Pivot Tables: Transform raw data into meaningful insights using pivot tables to summarize, filter, and visualize trends with ease.

• Building Interactive Dashboards: Create dynamic, professional dashboards using pivot tables and charts to present data visually and impress stakeholders.

Practical Tools You’ll Build: By the end of the course, you’ll create real-world tools like a Gantt chart for project management, a sales summary for business insights, an open-to-buy calculator for retail planning, and an interactive dashboard to showcase your data analysis skills.

Why This Course?

• Beginner-Friendly: No prior Excel experience required—just a desire to learn!

• Job-Focused: Tailored for workplace applications, helping you tackle tasks in roles like data analysis, project management, finance, and more.

• Hands-On Learning: Build practical, portfolio-ready tools through step-by-step projects.

• Career Boost: Gain intermediate-level skills that employers value, from pivot tables to dashboards, to stand out in the job market.

Who Should Enroll?

• Beginners looking to master Excel for work or job preparation.

• Professionals seeking to enhance data analysis and reporting skills.

• Job seekers aiming to add in-demand Excel skills to their resume.

Enroll now and transform your career with Excel Work Essentials for beginners!

Who this course is for:

This course is for beginners and will bring you up to a high standard intermediate level. You will be able to confidently create and manipulate data using a spreadsheet work with excel spreadsheet to generate insights that a workplace values.

Excel Work Essentials for Beginners - NEW 2025

What you'll learn

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Course content

Introduction1 lecture • 3min

Getting Started with Excel10 lectures • 1hr 27min

Working with Data and Conditional Calculations12 lectures • 1hr 53min

Mastering Lookups6 lectures • 36min

Analyzing Data with Pivot Tables6 lectures • 58min

Build Simple Dashboards using Pivot Tables and Charts4 lectures • 37min

Final Words1 lecture • 1min

Requirements

Description

Who this course is for: