
Learn the essentials of Excel for business professionals through a building-block, project-based course that starts with navigation and basic formulas, then apply data manipulation and work papers with downloadable spreadsheets.
Navigate Excel's interface to master cells, coordinates, and the formula bar, then explore core tabs—Home, Insert, Page Layout—covering formatting, charts, formulas, pivot tables, and data tools.
Learn how to build basic Excel formulas with the equal sign, operands, and operations, follow order of operations, use cell references, and explore functions and the insert function.
Explore basic Excel formulas for business data: format cells, compute totals, averages, and counts, and link cells to build dynamic dashboards with formatting and freeze panes.
learn how to copy and paste in excel, use paste special to paste values, formulas, or formats, and apply comments and data validation to manage hardcoded results and formatting.
Learn how relative references adjust when you copy and paste formulas, and how absolute references lock rows or columns with dollar signs to fix constants like a 54 percent rate.
Learn to manipulate data in Excel by calculating profit or loss from market values and purchase costs, using formulas, locking cells, and subtotals with filters.
Learn to use the if function and sumifs to sum purchase costs by criteria, such as bonds and corporate bonds, with quick checks using count if and average if.
Discover how to use vlookup to search the leftmost column of a table and return a value from a chosen column, with exact-match options and error handling.
Learn to manipulate Excel data with custom inputs using left and right to extract digits, month conversion for purchases, sumif for totals, and concatenate to create unified lookups.
Discover how pivot tables summarize and analyze data in Excel, using fields, filters, and layout options to compute sums by security type and time period.
Explore specific Excel formulas for accounting, finance, and marketing, focusing on pivot tables, lookups, and criteria-based data extraction to solve real business data needs.
Explore Excel finance functions like IRR, NPV, present value, and PMT. Navigate four scenario tabs to learn input of cash flows, application of discount rates, and loan payment calculations.
Learn to turn monthly marketing data into clear visuals by creating formatted tables and charts in Excel, with subtotals, colors, axis labels, and automatic updates.
Explore using Excel to perform common accounting functions. Learn to calculate total assets, liabilities, revenue, expenses, and net income from a trial balance using sum formulas and criteria.
Continue to work with the prior section's spreadsheet, Wood Floor Depot, and follow along this section's lectures!
Learn how to build and document work papers in Excel for taxes and client work with clear references, tab naming, and headers so peers can follow calculations with fewer questions.
Choose a professional font like Georgia, adjust column widths, align numbers, and apply currency formatting and subtotals to create a clean, professional Excel workbook.
Learn to label spreadsheets with clear titles, headers, and sheet names (sales revenue 2015), insert rows and columns, and apply bold, italics, alignment, and color fill for clear presentation.
Master referencing as a core best practice for work papers, naming tabs and tracing calculations to clearly show data sources.
Explore conditional formatting in Excel to highlight cells by criteria, such as unpaid invoices and text matches. See real-time updates and labeling to ensure clear work papers.
Master Excel functions such as average, subtotal, and pivot tables, plus shortcuts for copy-paste, autofill, and moving formulas, and navigate with control bracket, page up/down, and absolute/relative references.
Master key data analytic formulas and functions, including lookups, for business analysis. Learn work paper preparation with clear references and earn a completion certificate for achieving 70 percent.
In today's day and age, Microsoft Excel is fully integrated in all businesses. Mastering its functionality is not only recommended, it is required.
"Microsoft Excel For Business Professionals" is not your average Excel course. What sets this course apart is its business centric focus. Frankly- if you are looking for complex macros or building information databases- this course is not for you.
This course is specifically tailored for those working in some form of business capacity. If you want to develop Excel skills applicable to any trade/business, instantly boost your resume, and outperform your peers, then this course is for you.
My name is Calvin and I am the instructor for this course. I have been fortunate to be employed by arguably the largest professional services firm in the world with high profile clients such as Disney, Edison International, Nike, Dreamworks, and Fox- many of which I have had the opportunity to work directly with.
While these high profile clients may seem glamorous, I am down in the trenches- preparing and reviewing workpaper after workpaper, spreadsheet after spreadsheet. Naturally throughout my experience, I have seen a common thread of Excel tips, tricks, and best practices that companies across the board use. Mastering these skills is an important addition to any business professional's arsenal of skills. Through step by step guides, downloadable spreadsheet, and project based examples, this course will impart this knowledge to you.
By taking this course you will be able to:
So what are you waiting for? With Udemy's 30 day money back guarantee, you have nothing to lose!
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What Business Excel Really Means:
I've received a lot of questions on what Excel for Business really means. Using Microsoft Excel in a business setting can be boiled down to three broad categories:
Data Manipulation
How do you take large data sets and extract the information you need? Furthermore, how do you take the information you need and forecast results? Using Excel in a business setting is about taking raw data and transforming it meaningful information. Many of these functions and calculations are already baked into the Excel software.
Efficiency
When you're working with thousands of transactions and billions of dollars, Excel can perform calculations in seconds which otherwise would take hours manually. Using Excel correctly can not only save you countless number of hours, but also, can save your company countless number of dollars.
Model Building
There are three keys in building a strong model- flexibility, results, and clarity. Flexibility means that a user can change any inputs and the model will automatically calculate a new result. Whether it's forecasts or estimates, inputs are always changing. Building a model that can accommodate that is the foundation to any good model. Secondly, you must learn to present information in a clear, concise, and visually appealing manner. If someone can't understand, it won't matter how good your model is. Lastly, you must build a model that not only applies the correct logic, but can you give information that solves problems.