Excel Basics: Learn While Creating a Personal Budget
- 1 hour on-demand video
- 10 downloadable resources
- Full lifetime access
- Access on mobile and TV
- Certificate of Completion
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- Getting started from absolute basics - Opening and Saving Excel, Screen navigation, Screen Elements Explained, Typing and Deleting Data
- Column width and row height
- AutoSum, Sum function and simple formulas
- Text and Cell formatting - Borders and shading, Column width and Row height, Wrap Texting, Row and Column Adjustment
- Number Formatting - Data Types, Currency and Accounting
- Naming a worksheet
- Printing - Page Breaks, Margin Settings, Orientation, Scaling, Printing
- You need to have Excel 2007 or later. No Previous Knowledge of Excel Needed.
- Users of Mac Excel will be able to follow along for about 80% of the demos, but there are some features that I will show that are Windows PC specific. All demos will be shown on a Windows PC.
- Students need to have a beginner understanding of Windows operating system or Mac OS.
The best way to learn Excel is to jump right in and start on a project. What better project than creating a personal budget. Follow along with each video as I guide you through the project, step-by-step.
I could take you through each feature of Excel that I feel you should know as a beginner. And it might make sense - until you try to put it all together with your own project. At the end of this course, you will a have a working knowledge of Excel and a usable spreadsheet - your budget!
This course is packed with information, but is is also kept simple. You will not be buried in complicated or exhaustive explanation that cause confusion.
Each detail is broken down into sizable chunks, which makes it easy for you to move along at your own pace.
You are encouraged to ask as many questions as you like regarding the course and project.
- This course is designed for anyone who has the desire to learn Excel and has little or ZERO prior experience.
Hello and welcome to Excel Basics. If you're an Excel beginner (or an intermediate) and want to learn Excel, this is the perfect place for you to start.
To make the most of this training, please go through these Excel training videos in the sequence in which they have been listed.
The first section deals with opening Excel and the Excel interface. If you are already familiar with these topics, you might want to skip to Section 2.
This is your class. If you have any questions, leave a question for me and I will respond as soon as possible (usually within 48 hours).
There are no formal assignments or quizzes for this course.
Your assignment is to watch each video and then create your own budget.
Download the ExcelBasics_CourseGuide.pdf - just about everything covered in this course is available in the course guide.
First things first, where is Excel located on your computer? This video covers how to locate the Excel application. The different versions of Excel are also discussed. If you have already been using Excel, you might want to skip this video.
Excel documents are called workbooks. Each workbook can have an unlimited number of worksheets. If you are new to Microsoft Excel, the terminology used can be a little challenging.
In this lesson, we will take a look at a spreadsheet’s interface so you understand the most important parts.
Note that while each version of Excel may have variations, much of this information is applicable to versions 2007 through 2019 of Excel. All videos in this course use Excel 2019.
Check out the additional resource for this lecture: Excel_Interface.pdf
Ok, let's get started creating our budget. In this video, you will enter text (monthly expenditures) and numbers (expenditure amount). I will explain how: to edit a cell, what an active cell is, number formatting, column width and row height.
Make sure to pause as needed during the video while you enter your own information. Feel free to use the exact data as I do or use your own monthly expenditures.
Having trouble coming up with expenses? Download the CommonExpenses.pdf for some ideas.
How should your spreadsheet look after this lecture? Take a peek at the JanuaryExpenses image.
In the previous video, we entered our expenditures and the amounts for January. In this video, we will continue with February - December. I will cover:
Opening your saved document
Selecting a range of cells
Copy and Paste
Problems you may have with AutoSum
Be sure to check out the two additional resources for this lecture: AutoFill video and Troubleshooting AutoSum.pdf
Pause as needed during the video to complete your own work.
How should your spreadsheet look at after this lecture? Open the JanuarythruDecemberExpenses image.