
Discover Excel 365 for beginners, with evergreen updates, online access, real-time co-authoring, and features like filter, xlookup, sort, unique, picture in cell, and new charts.
Access essential course logistics by learning how to download and unzip exercise files, follow along with optional practice, adjust video quality and speed, and understand review prompts.
Navigate the Excel 365 online portal via your browser, sign in with your Microsoft 365 account, and manage files with universal search, app launcher, and automatic saves to OneDrive.
Sign in to office.com with your Microsoft 365 account. Download the course and exercise files, and familiarize yourself with the Microsoft 365 interface and Excel Online.
Install the full Microsoft 365 apps to access the desktop version of Excel, then launch Excel from the start page or taskbar and pin it for quick access.
Explore the Excel interface by creating a new blank workbook, distinguishing workbooks from worksheets, and navigating ribbons, the quick access toolbar, name box, and formula bar.
Discover contextual menus and ribbons in Excel, how right-clicking text, pictures, or tables reveals options, and how panes, format dialogs, pivot tables, and charts appear.
Learn how to customize the quick access toolbar in Excel by adding frequently used commands, arranging separators, and repositioning the toolbar for faster access.
Learn essential Excel keyboard shortcuts to boost efficiency, including selecting data with Ctrl shortcuts, copying, pasting, and formatting, plus using Alt key tips and help resources.
practice exercise two to master Excel interface by launching the desktop app, creating a blank workbook, identifying elements, customizing the quick access toolbar, and using the alt key for tips.
Use Excel templates to save time, including online templates and invoice templates with pre-populated formulas, and save them in the custom office templates folder for later reuse.
Learn to work with workbooks and worksheets by opening files, organizing tabs with drag and drop, renaming sheets, color coding tabs, and copying, moving, or deleting sheets.
Save your Excel workbooks to OneDrive to share easily and keep edits synchronized in the cloud, with files accessible from Excel, File Explorer, or the Microsoft 365 portal.
Learn how to enter text, numbers, and dates in Excel, apply currency formatting, handle date formatting quirks, and use shortcuts like tab, enter, F2, and control enter to edit cells.
Master how built-in and custom lists streamline data entry with the autofill handle and fill series for days and months, plus creating or importing custom lists.
Create a new workbook from the monthly bank reconciliation template and save it to the custom templates folder, then apply bold headings and build a custom list from column k.
Master how Excel uses formulas and built-in functions, including the order of operations (bodmas), brackets, and cell references, to ensure accurate calculations.
Learn to build a simple Excel formula using the sum function to total revenue and profit, using cell references and ranges, and navigate the formulas tab and insert function.
Explore the six essential excel functions—sum, count, counta, average, min, and max—and apply them to a revenue and profit dataset with quick status bar totals.
Master relative versus absolute referencing in Excel formulas, lock a cell with dollar signs, and use the autofill handle; note mixed referencing as a future concept.
Learn to speed up calculations in Excel using autosum to total rows and columns, with Alt+Equals shortcut and multi-table selections. Understand autosum limitations, warning triangles, and how to ignore errors.
Master auto fill and flash fill in Excel to quickly populate dates, numbers, and data patterns. Learn to combine, split, and format data with pattern recognition and fill options.
Exercise four guides you through using basic formulas (sum, count, average, min, max) and applying absolute referencing with a 5.2% fee increase to calculate each student's new term fee.
Discover named ranges in Excel, turning cell ranges into labels like revenue or profit. Access them via typing or the name box and use them in formulas such as sum.
Learn to create named ranges in Excel using the name box, define name, create from selection with header, and the Name Manager, for easy navigation and use in formulas.
Use named ranges in formulas to simplify calculations like sum revenue or count profit, and improve readability by using the range name instead of cell references.
Create named ranges from the table columns using the top row as names, then apply those named ranges in formulas to total the invoice amount and count invoices.
Learn to apply number formats in Excel as mask-like formats that do not change underlying values, including currency, accounting, date, time, and percentage through the format cells dialog.
Learn to format Excel worksheets quickly with auto fit column width, bold headings, fills, borders, and center across selection. Use the Format Cells dialog for alignment and wrap text.
Use auto format in Excel by choosing a template from the gallery on the quick access toolbar, then tailor formats like borders, font, alignment, and width for your data set.
Learn to use Excel's find and replace to locate formatting in cells and replace it with new formatting across a worksheet or workbook.
Use format painter to quickly copy formatting across data sets. Select a formatted range, click format painter, apply formatting to target area; double-click to keep painting, press escape to exit.
Master clearing formatting in Excel 365 with options to clear formats, clear contents, clear hyperlinks, or clear all, using the Home tab's eraser.
Format exercise six data to match the screenshot by applying borders, background fills, Dosis Extra Bold headings, Georgia text, short date, currency formats, removing grid lines, and replacing gray fills.
Explore why Excel tables beat plain data and enable auto expand when you add rows. See how the table design ribbon and filter dropdowns keep charts and pivot tables current.
Format data as an excel table to enable filters and totals. Use the home format as table or control t, name the table meaningfully, and adjust styles and themes.
See how table data changes formulas to use table references, like employee data[salary], for sum and average. Count employees with count a to see how clarity improves.
Format data as an excel table named invoices, apply a style, turn off banded rows, enable filters and a total row, and compute the average invoice amount using table references.
Learn to manage rows and columns in large spreadsheets: autofit column width and row height, insert or delete rows and columns, move or copy data, and hide or unhide columns.
Master the alignment of text and numbers in Excel by applying vertical and horizontal alignment, wrap text, and rotate headers for a large 51,000-row data set.
Learn how to merge cells and center versus center across selection in Excel, explore the look and usability differences, and understand the formula risks and recommended approach.
Explore how Excel themes define colors, fonts, and effects to create readable, branded spreadsheets. Learn to apply, customize, and save themes—including palette changes and how themes affect charts and shapes.
Practice exercise eight in Excel 365: insert two rows for Hawaii and Idaho, format sales with two decimals, bold and fill the heading row, and center title across all columns.
Structure Excel lists by using a heading row, organizing data in columns and rows, removing blank rows, spell check, and formatting salaries to enable filters, sorts, and pivot tables.
Learn how to set up data in Excel table, apply filters, and perform single level, multi-level, and custom sorts using custom lists to organize employees by salary, department, or name.
Master multi-level sorts in Excel by using the sort dialog to add levels, sorting by department A to Z then salary largest to smallest, with or without headings.
Learn to sort with custom lists in Excel 365 by importing a list from cells and using it to order the employee list in the exact sequence shown.
Learn how to filter data in Excel using header drop-downs and text or number filters to hide records, refine results, and use top ten filters.
Learn to filter and sort by cell color and font color in Excel 365, apply background fill and font color criteria, clear filters, and create custom multi-level color sorts.
Apply subtotals in excel to group data by region and compute regional totals for the sales amount, using sort by region and the subtotal tool.
Sort pizza data by id (z to a) and size (a to z) in Excel 365; then filter for California Chicken pizza and total price greater than 20.
Master cut, copy, and paste in Excel using the home ribbon and shortcuts like Ctrl+C and Ctrl+V, and learn to drag, drop, and use paste options with marching ants.
Explore paste options to tailor copying data in Excel: keep source formatting, paste formulas, values, or column widths, and use transpose via paste special for orientation changes.
Learn how the Excel clipboard holds up to 24 items, enabling multi-item copy and paste across worksheet columns. Manage the clipboard with options, docking, floating panes, and clear all.
Move and copy worksheets in Excel 365 using the move or copy dialog to relocate or duplicate tabs, copy to a new workbook, or duplicate with Ctrl-drag.
Use 3D referencing to quickly consolidate monthly sales totals across multiple worksheets, selecting the first to last sheet to sum a single cell across all regions.
Learn to create hyperlinks to worksheets within a workbook, using place in this document, customize display text and screen tips, and enable quick navigation via a table of contents.
Copy 2018 to create 2019–2022, update dates with find and replace, convert data to tables with totals, link totals on a summary sheet, and apply 3d referencing and b4 hyperlinks.
**This bundle includes practice exercises, downloadable files, and LIFETIME access**
Learn all the tools needed to become a Microsoft Excel 365 power user with this great-value 3-course training bundle from Simon Sez IT for beginners to advanced users. This Excel bundle is perfect for anyone interested in number-crunching, data organizing, and chart-making.
Start by learning the basics, such as navigating Excel's interface, entering data, and using basic formulas. Then, move on to creating impressive charts, sorting and filtering data, and collaborating with others.
As you advance, master complex calculations, design professional spreadsheets, and analyze data with PivotTables and charts. Finally, explore powerful tools like Power Pivot, Power Query, and macros to automate tasks and handle large datasets effortlessly.
If you already have a good understanding of Excel, you can skip to the intermediate and advanced sections, where our expert instructor will help you take your spreadsheet skills to the next level.
What's included?
Excel 365 Beginners
Access the Microsoft 365 online portal.
Understand the order of operations and the BODMAS rule.
Know the difference between absolute and relative referencing.
Apply number formatting, format cells, rows, and columns.
Perform lookups with VLOOKUP and XLOOKUP.
Freeze and unfreeze panes.
Protect cells, worksheets, and workbooks from editing.
Work with files in Excel Online.
Add an Excel workbook to a Teams channel and share in a Teams meeting.
Excel 365 Intermediate
Design spreadsheets for improved readability using cell styles.
Implement data validation for accurate input control.
Utilize logical functions like AND, OR, and IF for decision-making.
Perform lookup operations using VLOOKUP and INDEX/MATCH.
Sort and filter data efficiently using built-in Excel functions.
Identify and handle duplicates in data using conditional formatting and formulas.
Round values and perform special rounding using Excel's math functions.
Apply statistical functions such as mean, median, and mode.
Analyze data using PivotTables and Pivot Charts for insights.
Perform what-if analysis using functions like PMT, Goal Seek, and Data Tables.
Excel 365 Advanced
Extract and count unique entries using Dynamic Array Functions.
Differentiate between unique and distinct values in Excel spreadsheets.
Utilize SORT and SORTBY functions for data organization and analysis.
Employ FILTER functions with logical operators for precise data filtration.
Generate random arrays and values with RANDARRAY and RANDBETWEEN functions.
Perform complex lookups efficiently using XLOOKUP and XMATCH functions.
Develop custom formulas with LET and LAMBDA functions for tailored analysis.
Create and manage data models with Power Pivot, including table relationships.
Clean and manipulate data effectively using Power Query functionalities.
Automate repetitive tasks and customize Excel with macros and VBA.
This course bundle includes:
25+ hours of video tutorials
270+ individual video lectures
Course and exercise files to follow along
Certificate of completion