
Learn essential, beginner-friendly Excel skills using built-in features to create invoices with totals and tax, clean messy spreadsheets, and build pivot tables, dashboards, and drop-down menus for financial data.
Access downloadable exercise files, compare your work to the trainer's completed files, and use printable cheat sheets to reinforce Excel 2016 skills throughout the bootcamp.
Switch to page layout view to set printable page sizes to US letter or A4, adjust margins, and set ruler units between inches and metric for printing and PDFs.
Learn to insert and resize images in Excel, and place logos in the top-left of a quote. Adjust page margins to fit the visuals.
Apply basic Excel formatting to quotes by aligning text, managing margins, and formatting numbers; merge cells, wrap text, and add placeholders for client details, dates, and notes.
Learn date formatting in Excel 2016, including day versus month order, US vs UK locale, long date, and how to fix display with column width, today, and text conversion.
Master borders and lines in Excel by using pre-made styles, merging headers, centering and bolding, applying outside borders, and formatting subtotal, tax, and total with borders and alignment.
Format currency, add line items, and compute subtotal, tax, and total using autosum and formulas, with currency symbols and country-specific rates.
Create a reusable Excel template for invoices or quotations by saving a workbook as an Excel template, copying sheets, and opening from personal templates to generate new quotes.
Learn to print a quote or invoice on one page, align page size (US letter or A4) with the print area, and export or email a PDF using built-in options.
Discover built-in Excel templates to jumpstart tasks like profit/loss sheets and invoices, copy key formulas, and tailor templates with your growing Excel skills.
Learn to clean messy spreadsheets in Excel using select, copy, paste with transpose, and delete unnecessary columns. Add clear headings, save as to preserve originals, and format dates and currency.
Format dates and currency in Excel by normalizing date formats with text to columns, applying short and long date options, and setting currency symbols and decimals for a consistent column.
Remove blank rows and columns in Excel 2016 by sorting to push blanks down, or use Go To Special to delete blanks, then drag or insert columns to reorder.
Remove duplicates in Excel 2016 using data > remove duplicates, and highlight duplicates with conditional formatting; use email as a unique key to refine which rows to delete.
Split names into separate columns using Text to Columns and Flash Fill, showing how delimited data and spaces separate first and last names.
Learn to organize data with sorting and filtering in Excel 2016, sorting by first name, last name, date, and sponsorship, and filter to show unpaid records for follow-ups.
Master repeating formulas in Excel by building a simple inventory value and using the fill handle to auto-adjust references across rows, months, and days.
Practice exercise demonstrates Excel data cleanup, removing empty rows and duplicates, reordering columns, applying currency format, creating total sales and price formulas, and sorting by sales.
Learn to create charts and in-cell graphs in Excel 2016, select data, use recommended charts, customize titles, labels, colors, and quick analysis data bars.
Export your chart to Word, PowerPoint, Illustrator, and InDesign, choosing between embed and link options, keep it vector and editable where possible, and save a PDF for broad sharing.
Learn to create and customize pivot tables in Excel 2016 by arranging data into rows, values, and columns, using filters and slicers, and refreshing on raw data updates.
Build a profit and loss spreadsheet with data validation and drop-down lists. Create a dashboard using pivot tables and charts to track sales, cost of sales, and net profit.
Explore practical Excel shortcuts from a cheat sheet, including inserting columns, auto filling dates and days, currency formatting, freezing panes, sorting and filtering, format as table, and Flash Fill.
Hi there, Welcome to this Microsoft Excel BootCamp. Together we’re going to learn how helpful Excel is in nearly every part of our professional lives.
This course is for beginners. You do not need any previous knowledge of Excel. We will stick closely to the powerful built in features of Excel and will not get bogged down in confusing code & complicated formulae.
This training course is project based. We start with a simple company branded invoice and explain how to calculate totals & tax. Using a complex and messy spreadsheet we will clean it up using Excels automatic features. With our new tidy data you’ll learn how easy pivot tables can turn long and hard to understand information into simple tables & beautiful graphs. Before you’re finished you’ll be making helpful drop down menus to help you fill out & sort your financial data. . You will learn how to turn uninspiring profit & loss statements into a good looking, easy to use documents.
Note: Mac users won't have the same experience of Excel as PC users as the software is slightly different and doesn't contain the exact same features. For example the Mac version of Excel doesn't currently support Flash fill so please make sure you're okay with missing out on some small things.
Class Projects
Create a quote & invoicing form.
Cleaning & formatting messy imported data.
Inventory spreadsheet.
Pivot tables
Regional Sales Report
Profit & loss spreadsheet.
GST & Tax calculations
Graphs for use in Word, PowerPoint, InDesign & Illustrator
Creating spreadsheets that work within Word documents.