
Master Excel fundamentals by opening the software, exploring the home page, ribbons, and worksheets. Enter data, use basic formulas, and apply formatting and charts.
Launch Excel from the start bar by typing excel and clicking the app to open. The home page shows a blank workbook ready for a new worksheet alongside recent files.
Explore the Excel home screen, open blank workbooks or templates, browse recent files, use the search bar and open options, and understand how Office 365 variations affect the layout.
Explore the Excel interface, including the quick access toolbar, the ribbon, the home tab, and essential tools like the formula bar and name box, with tips for formats and formulas.
Customize the quick access toolbar in the Excel interface by adding commands like sort ascending and print, then use right-click to add tools from the ribbon for faster access.
Explore the Excel interface by locating the status bar, page layout and preview, macros, and the view tab, while understanding where workbooks and sheets live.
Explore worksheets and workbooks, add and manage sheets, and use right-click to delete, rename, move, or copy. Identify cell references with the name box and learn basic formula referencing.
Save an Excel workbook using file and save as, name file, and pick a location. Enable autosave and use the quick access toolbar for fast saves in .xlsx format.
Open a saved Excel workbook by clicking the file button and selecting open. Access recent workbooks, browse folders, or search to locate and open your document.
Master essential excel shortcuts for navigation, editing, and saving, including ctrl+c, ctrl+v, ctrl+x, and ctrl+s. The instructor explains them aloud and provides a pdf reference while building tables.
Discover how to enter data in Excel and highlight cells using click and drag, shift-click, or arrow keys to select ranges, with clear steps for accuracy.
Enter text and build a simple business budget in Excel by listing costs like rent, inventory, marketing, utilities, and payroll across January to March, using formulas and charts to total.
Learn how to enter numeric and currency values in Excel, distinguish them from text values by right-aligned and left-aligned formatting, and use decimals and the formula bar for consistency.
Learn how to enter and format dates in Excel, using month-year shortcuts, hyphen year, and custom date formats, with examples of US date conventions and numeric alignment.
Learn to use cell references by linking formulas to single and non-contiguous ranges, identify positions with the Name Box, and reference multi-cell blocks across rows and columns.
Learn how to enter basic formulas in Excel using the equal sign, perform arithmetic with cell references, and create totals that update when source values change.
Explore relative references that move with your formulas and absolute references that stay fixed, using copy-paste techniques and F4 locking to manage grand total calculations.
Learn how to use the Excel sum function to add a range of cells, starting with the equals sign, selecting the range, and obtaining automatically updating totals.
Learn to apply Excel's min and max functions to find the smallest and largest values in a cell range, and use the insert function to select and apply them.
Master the Excel average function to compute the mean of a chosen range of cells. Learn to select non-contiguous cells with control-click and apply average across multiple months.
Learn to use the count function to tally how many cells are in a chosen range, and see how the results update dynamically when costs are added or removed.
Learn how to use sum, max, min, and average functions in Excel, understand adjacent and relative references, and resolve green triangle errors by ignoring the error.
Learn to use the auto sum function in Excel to quickly total a range of cells, with both the keyboard shortcut (equals) and the formulas tab method.
Learn to use Excel's auto fill for sum, max, average, and count with relative references, and drag the fill handle down or across.
Move data around in Excel using cut, copy, and paste, create new sheets, and watch formulas update while hard-coded references can cause errors.
Insert and delete rows and columns in Excel using right-click, the Home tab, or keyboard shortcuts. See how these changes automatically update totals and key formulas.
Learn to adjust row heights and column widths in Excel to fit data and improve readability. Use dragging, auto fit, and multi-column selection to resize single or multiple columns.
Learn to hide and unhide Excel columns and rows to show totals while concealing other data using right-click hide and unhide commands.
Rename worksheets to reflect their contents by right-clicking the sheet tab and editing the name. Use clear names like budget costs or copy and paste to improve organization.
Delete a sheet by right-clicking the tab and selecting delete, but heed the warning that data cannot be recovered; save copy first, and you can delete multiple sheets at once.
Move and copy Excel sheets using drag-and-drop or right-click. Create and rename copies, place them before a chosen sheet or at the end, and preserve formulas.
Apply cell color formatting in Excel to highlight headers, totals, and cost cells by changing background and font colors.
Learn to delineate table sections by applying borders in Excel. Add bottom and top borders, then a thicker left border to totals, and use more borders for precise emphasis.
Learn how to format cost, totals, and min, max, and average as currency in Excel using accounting and currency formats, adjust decimals, and fit columns for a clean budget table.
Format the data as percentages by applying percentage formatting to decimals using the grand total as the denominator, with an absolute reference, and adjust decimals for accurate rounding.
Use the format painter to copy a cell’s background color, borders, and font for consistent formatting. Click the home ribbon format painter and select target cells to apply formatting quickly.
Create and apply cell styles to update headers and formatting, and use a custom header style to propagate changes across all cells, including date and number formats.
Master merge and center to create a six-cell budget title across A through F, then auto adjust row height and tune font size for a clean, well-formatted header.
Learn how to use conditional formatting in Excel to highlight values greater than 500 and between 200 and 900, including text matches, reducing manual errors and improving data visibility.
Learn how to insert images and shapes into Excel from your computer, online pictures, or cloud drives, resize them, and use images to enhance data storytelling without clutter.
Insert shapes into your Excel worksheet using the Insert tab and shapes dropdown, draw a shape, and customize its fill and outline to highlight data.
Format shapes in Excel by editing rounded corners, applying fills and outlines, adjusting line weight and color, and using arrows and text boxes to highlight budget percentages.
Learn to insert and customize smart art in Excel to visualize processes and data, explore layouts, colors, and graphics for clear client-ready presentations.
Create a simple clustered column chart in Excel to visualize monthly costs, highlight the data, insert the bar chart, and link it so the chart updates automatically as numbers change.
Design and format a bar chart in Excel using the chart ribbon; adjust colors and styles, add axis titles, data labels, a bottom legend, and a trend line.
Modify an Excel column chart by adjusting its data source, removing months and outliers, and watching the chart update automatically as you drag the data to refine the view.
Move your excel chart to its own sheet for a larger, clearer view, then name the sheet and use chart design tools to adjust formatting.
Create a pie chart from a single row or column by inserting a 2D pie chart and switching rows and columns to visualize rent and utilities in small data sets.
Learn how to use print preview in Excel to print whole pages or charts, adjust landscape or portrait orientation, margins, and preview before printing to avoid wasting paper.
Explore Excel print properties, including print preview, active sheet versus entire workbook, portrait and landscape orientation, margins, paper size, and fit to page scaling.
Explore how to preview and adjust printing in Excel using page layout view, scaling, and page breaks to ensure tables and charts print on separate pages.
Learn how to use Excel's page layout to add header and footer content, including left/center/right sections, automatic page numbers, and sheet name or file path for printed results.
Learn to print only a chosen table in Excel by selecting cells, setting print area from the Page Layout tab, and clearing it to print the entire sheet when needed.
Learn to open and use pre-existing Excel templates and create your own, with built-in formulas and a graph, so you plug in numbers and save time.
Learn how to find and use existing excel templates, such as budgets and chore schedules, with built-in formulas and charts, and update inputs to see automatic income and expense updates.
Learn to create a custom Excel template from a budget, remove hard coded data, save as an Excel template, and reuse it for new months with updated numbers and formulas.
Why this course is for you?
You want to learn the basics of Excel for professional or personal reasons but you have little to no knowledge of how Excel works. You have heard that Excel will allow you to automate work and make your life easier but you don't know where to start. You know that a lot of jobs now require Excel skills and you want to build up your skills for these jobs.
What you will learn:
The basics of Excel
How to work with the Excel interface
How to open and save an Excel file
How to enter numbers and text into Excel
How to enter formulas into Excel
How to have your formulas automatically update
Common Excel shortcuts
Creating graphs and charts
How to copy, cut, and paste data
Different formatting options and tools
How to create a budget
Cell referencing
Inserting images and shapes
What you will need:
A computer, laptop, or tablet
Microsoft Excel
No prior Excel knowledge needed
Hunger and willingness to learn