Excel Basics: Learn While Creating a Personal Budget
4.4 (229 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
5,070 students enrolled

Excel Basics: Learn While Creating a Personal Budget

Learn the basics of Excel while working on your personal budget project
4.4 (229 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
5,070 students enrolled
Created by Micki Harris
Published 8/2019
English
English [Auto]
Current price: $13.99 Original price: $19.99 Discount: 30% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 1 hour on-demand video
  • 10 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • 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
Requirements
  • 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.
Description

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.

Who this course is for:
  • This course is designed for anyone who has the desire to learn Excel and has little or ZERO prior experience.
Course content
Expand all 10 lectures 01:10:54
+ Let's Begin
3 lectures 10:18

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.

Preview 01:51

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.

Preview 05:36

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

Preview 02:51
+ Create the Budget
3 lectures 32:08

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.

Create the Basic Budget Layout
13:58

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

  • Autofill

  • Selecting a range of cells

  • Copy and Paste

  • AutoSum

  • 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.

Continue with February through December
10:30

In the previous video, we entered expenditures and the amounts for January - December. In this video, we will include income and use simple formulas.

How should your spreadsheet look after this lecture? Open the Income image to see.

Add Income
07:40
+ Columns and Rows
1 lecture 06:09

Our yearly budget for January - December is complete. Now we need to start customizing the way it looks. In this video we will cover inserting columns and rows and deleting columns and rows.

Insert and Delete Columns and Rows
06:09
+ Formatting
2 lectures 18:23

In this video, we will continue customizing our spreadsheet. We will cover:

  • Borders

  • Fill color (cell background color)

  • Fonts, font styles, font size, font color

  • Alignment

  • Indent text

  • Naming a worksheet

Time to Add Some Style
15:35

If your spreadsheet contains a lot of data, it can useful to freeze rows or columns. This allows you to keep rows and/or columns visible while scrolling through the rest of the worksheet.

This video will review the Freeze Panes feature.

Preview 02:48
+ Printing
1 lecture 03:56

There will be times you want to print your spreadsheet. In this video we take a look at how to get the data on one page. We will take a look at:

  • Page Orientation - Portrait to Landscape

  • Margins

  • Scaling

Printing the Budget
03:56