Microsoft Excel A-Z: True Beginner to Professional Analyst
4.5 (401 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.
21,999 students enrolled

Microsoft Excel A-Z: True Beginner to Professional Analyst

Learn and master Excel with real case studies for business data analysts. Teaching method started at top MBA programs.
Hot & New
4.5 (401 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.
21,999 students enrolled
Last updated 7/2020
English [Auto]
Current price: $139.99 Original price: $199.99 Discount: 30% off
23 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 19 hours on-demand video
  • 3 articles
  • 261 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Learn and master Excel from complete beginner to analyst
  • Walk through 10 real-world business case studies
  • Cover all Excel essential features with Foundation Series
  • Build Excel models with advanced formulas
  • Analyze with Pivot Tables, Data Models and Power Pivot
  • Learn data lookups and preparation including Power Query
  • Impress with charts, data viz and dynamic reports
  • Intensive 6-week bootcamp for complete beginners on your own time
  • Analytics expertise from two practicing professionals
  • Effective teaching method developed 10 years ago in MBA
  • Excel instruction from version 2010 to 2020
  • Course is created using Microsoft Excel 2016 - 2020. Almost all features apply to Excel 2010 or newer while all analysis concepts and techniques will work for all versions.
  • Recommended: Excel 2013 or newer
  • No prior knowledge needed.

A former executive and an entrepreneur joined up for this master course to ramp up a newbie into a professional analyst. Their methodology is proven from over a decade of training people with no background in Excel and getting them ready for analyst positions in various organizations. In addition to learning Excel from scratch, you will immediately apply it to 10 real world case studies in addition to 260+ course files for practice. Some students may choose to skip right to the intermediate sections.

Symon and Travis began their way of training Excel while attending MBA program at Stanford and University of Chicago. No matter how smart or patient their classmates were, they couldn't learn Excel fast enough by first memorizing all the technical features in Excel. People learn by immediately applying their skills to business cases. By combining Excel learning with immediate application to business cases, students learned twice as fast and retained newfound expertise in Excel.

This course is combination of 3-4 courses from their "bootcamps" to quickly ramp people up to perform analyst work in investment, product management, marketing, finance, operations, and business intelligence. Excel is the essential tool to learn in a business world inundated with data and analysis.  In this course, Symon and Travis will start from the very beginning in Excel. 

Just take a look at our thousands of 5-star reviews from our other courses to see the value and commitment we give to our students.

Sei Im - 5 Stars

“Great examples and practice scenarios! Pacing of the course was great and very easy to understand even at 1.5x”

Brandon Parker - 5 Stars

“I have a lot of experience building excel models and purchased the course for the case studies. I didn't expect to learn much from the introductory parts but was surprised to find additional keyboard shortcuts I had never learned as well as powerful new functions that will make my life a lot easier. This course helped me brush up on functionality that I often neglected while using excel and was super comprehensive. I look forward to continuing using this course as additional case studies are added and highly recommend it for even excel experts.”

Why Microsoft Excel?

Regardless of role or industry, nearly everyone in business needs to have an ever growing baseline knowledge of Excel for business analysis.

Whether you're working in sales, finance, marketing, operations, or investments, knowing your way around Excel and being able to turn complex questions into solutions is critical for success.

Whether you're working for a company or running your own, being able to make better decisions requires you to be able to analyze and interpret data.

What data do you need? How do you prep that data? How do you analyze it to answer specific questions? How do you structure your analysis? How should you visualize your findings?

In this course, we're going to show you step-by-step, exactly how to do that, by starting with the very basics.

This course is all about Excel and its application in the business world. Why?

Excel is still the most popular tool used by analysts in all industries, across all roles. It's used by financial analysts, marketing analysts, sales analysts, and of course, data analysts.

Yes, there are many tools out there but if you learn and master the core concepts and techniques of analysis and modeling in Excel, you'll be able to apply your knowledge to a broad range of applications.

Pankaj Yadav - 5 Stars

“This course is a perfect start for analytics guys...sometimes we work on all hot tools but forget about the this course can help in clearing all fundamentals.”

Why learn from us?

Both Travis and Symon have been applying and teaching business intelligence, analytics and modeling since our days in business school for over a decade. Our past students and on-the-job trainees have learned best through this combination of technical knowledge and business application.

Travis went to Chicago Booth business school and Symon went to Stanford Business school.

Between Travis and me, we have worked in various roles as analysts, managers, executives, and entrepreneurs across a dozen industries, including real estate, hospitality, software, and consumer products--and thru this course, you'll become as well versed in Excel as we are.

By enrolling with us, you will be learning from two industry practitioners using Excel for a combined 35 years across a dozen different roles in half a dozen industries.

Travis has been a digital marketer, investor, and entrepreneur for 20 years. He’s led growth in Asia for Groupon and even helped build Excel when he was as an engineer at Microsoft. He is a data analysis and data visualization expert who pulls from his industry experience to teach some of the advanced data analysis topics you’ll find in this course.

Symon has been using Excel for all sorts of analysis and modeling for 15 years. He has served as a financial analyst, marketing analyst, and even head of marketing analytics across half a dozen industries. If you look at his other courses on Udemy, you'll see that he is an Excel and analysis ninja, having taught over 200,000 students with nearly 20,000 reviews.

Together, we’ve pulled directly from our personal experience and put everything we could into this course. In fact, all of the case studies you’ll find inside are inspired by real-world projects we’ve worked on.

What if I don't have any Excel background?

No worries! This is why we start with the very basics in our foundational sections, which is designed to get you familiar with Excel before we move on to more advanced topics. You can be a complete beginner and take this course. It might sometimes feel like you're drinking out of a fire hose, but if you put in the time and effort we promise you’ll see results by following our course and doing the exercises.

We then progressively increase the difficulty as you move along in the course, culminating in advanced techniques taught through our case studies.

If you do have an Excel background, you can skip or skim through the foundational sections and move directly into the more advanced topics.

Dijil Dev Kuniyil Vela... - 5 Stars

“Very informative, and excellent presentation. I can use most of the techniques on a daily basis, and save lot of time on manual checks.”

Learn through practice.

Like most things in life, becoming proficient at using Excel takes practice. A lot of practice.

Sure, you'll pick up plenty just from watching, but you'll be doing yourself a disservice if you don't download our more than 100 plus custom-built Excel practice files specifically designed to help you master the program.

We're not done adding all our content yet, either. This class was initially created an "intro" course, but it will soon become a complete coverage of all things essential for any analyst looking to master Excel.

In conclusion, does any of the following apply to you?

1. Do you want to really know your way around Excel?

2. You have data for your work or business but you're not sure what to make of it?

3. You might know your way around Excel but you're not confident about how to real world techniques

4. You frequently receive Excel spreadsheets from others but want to better understand how they arrived at their conclusions?

5. You want to learn the best practices when it comes to using Excel in business environments

6. You are intimidated by spreadsheets and terms like Pivot Tables and VLookups

7. You want to learn a skill set that is useful for any role in any industry you get into later.

If so, then take charge and take our course.

You have absolutely ZERO risk. Udemy gives you a solid-as-an-oak-tree 30-day money back guarantee. You have nothing to lose and everything to gain.

So if you're ready to go from Excel noob to Excel ninja, enroll now!

Who this course is for:
  • Complete beginners who want to master Excel from the ground up
  • Beginner or intermediate users who want to see Excel applied to real world use cases
  • Anyone who wants to feel confident in their Excel abilities in almost any business context
Course content
Expand all 200 lectures 18:49:00
+ Start Here
2 lectures 04:52

Welcome to the course! This Excel course is designed for the complete beginner with little to no experience. If you have some experience already, feel free to skip or breeze thru the "foundations" sections to the more advanced topics.

Preview 03:37

Dropbox link to coure files

A few things before we begin
+ Jumpstart Case - A Little Fun with MBA Statistics
3 lectures 14:47

Overview of this quick jumpstart section to get your feet wet.

Jumpstart Overview
Explaining the ROI Calculator
+ Foundations: Knowing your way around Excel
14 lectures 40:54

The rest of this section will get you used to the Excel interface.

Overview of knowing your way around Excel

A brief introduction to the basic Excel interface.

Overview of the Excel Interface

Adding, deleting, and editing data in a cell.

Adding, Deleting, and Editing Data

Formatting cells in Excel.

Formatting Cells

Formatting Numbers in Excel

Formatting Numbers
Suggestion: Use Excel in First Business Case Study

How to select data in Excel.

Data Selection in Excel

A brief introduction to Excel shortcuts.

Intro to Excel Shortcuts

The most commonly used Excel shortcuts for navigation.

Excel Navigation Shortcuts

How to insert and delete rows and columns in Excel.

Inserting and Deleting Columns and Rows

How to autofit column and row sizes in Excel

Autofit Column and Row Sizes
50 Time Saving Excel Shortcuts

How to freeze panes and create split boxes in Excel.

Freezing Panes and Splitting Boxes

How to group and hide rows and columns in Excel.

Grouping and Hiding Rows and Columns
+ Foundations: Essential Excel Functions, Formulas, and Concepts
15 lectures 01:29:53

The rest of this section will help you learn essential Excel functions and formulas you'll frequently use for work, regardless of your role or industry.

Overview of Foundations; Essential Excel Functions and Formulas

Learn how to use basic math operations in Excel.

Doing basic math in Excel

Learn how to do conditional math operations in Excel

Doing conditional math in Excel

Using the MIN, MAX, and AVG functions in Excel.

MIN, MAX, and AVG Functions

How to do logical operations and use logical functions in Excel.

Logical Operators and Functions

How to use cell references and names in Excel.

Cell Reference Anchoring and Naming

How to use Array functions in Excel.

Intro to Array Functions

A brief intro to IRR functions in Excel and how they differ.

Internal Rate of Return Functions

Understanding the NPV concept and function in Excel.

Net Present Value Function

What is CAGR and how to calculate it in Excel.

Calculating CAGR

How to build a loan amortization schedule in Excel.

Loan Amortization Schedule

How to audit formulas in Excel.

Auditing Formulas

How to use Fill commands in Excel.

Fill Commands

In this lecture, we introduce you to the IS function in Excel and go over a common usage.

IS Function

Introduction to Rounding functions in Excel.

Rounding Functions
+ Foundations: Mastering Times, Dates, and Text
17 lectures 01:07:36

Section overview of Dates, Times, and Text data in Excel.

Section Overview

Overview of how Excel Handles Dates, Times, and Text Data in Excel.

How Excel Handles Dates, Times, and Text Data

How to change the case of words in Excel.

Case Functions

How to combine strings of text together in Excel.

Combining Strings of Text

How to cut a substring from a longer string of text in Excel part 1 of 2

Cutting Substrings from Text 1/2

How to cut a substring from a longer string of text in Excel part 2 of 2

Cutting Substrings from Text 2/2
Note Date Format Issues

How to search thru text in data in Excel.

Searching Text in Data

How to split text from 1 column into multiple columns in Excel

Splitting Text Into Multiple Columns

How to convert date and text data into numeric values in Excel.

Converting Date and Text into Numeric Values

How to add and subtract date values in Excel.

Adding and Subtracting Date Values

How to compile monthly and annual totals.

Compiling Monthly and Annual Totals

Combining Date and Time Values in Excel

Combining Date and Time Values

How to add and subtract time values in Excel.

Preview 05:39

How to run an "hour of the day" analysis in Excel.

Hours of the Day Analysis

How to run a "day of the week" analysis in Excel.

Day of the Week Analysis

Using the Today() function in Excel.

TODAY Function
+ Foundations: Essential Statistics for Excel
8 lectures 47:39

Section overview for essential statistics in Excel.

Over of Essential Statistics for Excel

An introduction to essential statistical concepts.

Descriptive and inferential statistics

Calculating the three averages in Excel: Mean, Median, and Mode

The three averages: Mean, Median, and Mode

Doing percentile and percentile ranks in Excel.

Percentiles and percentileranks

Doing frequency distributions in Excel.

Frequency distributions

Calculating standard deviations and variance in Excel.

Standard deviation and variance

Finding trends in data in Excel.

Finding trends in data

How to do correlations in Excel data.

Correlation in data
+ Essentials Excel Charts for Business
15 lectures 01:28:10

Section overview of Excel Charts.

Overview of Excel Charts

A brief introduction to the main Excel chart types.

Types of Excel Charts

How to make a pie chart in Excel.

Pie Chart

How to make a bar chart in Excel.

Bar Chart

How to make a line chart in Excel.

Line Chart

How to make a bubble chart in Excel.

Bubble Chart

How to make an area chart in Excel.

Area Chart

How to make a scatter plot in Excel.

Scatter Plot

How to make a stacked column chart in Excel.

Stacked Column Chart

How to make a 100% stacked column chart in Excel.

100% Stacked Column Chart

How to make a clustered column chart in Excel.

Clustered Column Chart

How to make a gantt chart in Excel.

Gantt Chart

How to make a bullet chart in Excel.

Bullet Chart

How to make a combination chart in Excel.

Combination Chart

How to make a waterfall chart in Excel.

Preview 15:19
+ Lookups and Data Functions
12 lectures 01:03:01
Intro to Data and Lookup Formulas
VLOOKUP to Look Up Rows
HLOOKUP to Look Up Columns
Naming Arrays
Branching with IF Statements
IF and ISNUMBER Catch Errors
SUMIF, COUNTIF and Dropdowns
Unique Lists and Duplicates
INDEX with MATCH for Fast Flexible Lookups
DSUM and Database Functions
SMALL and LARGE to Rank
Multi-Conditions with INDEX and MATCH
+ Analyzing with Pivot Tables
10 lectures 01:11:02
Overview of Pivot Tables
Pivot Table Quick Tour
Data Prep for Pivot Tables
Pivot Table Builder
Creating Groupings
Changing Field Values for Analysis
Calculated Fields in Pivot Tables
Sorting, Filtering, Slicing
Updating and Refreshing Data
+ Data Models with Power Pivot
15 lectures 01:24:28

Brief introduction to this Power Pivot section

Overview of Power Pivot
When Do I Need a Data Model?
Setting Up Power Pivot
Loading a Data Model
Importing a Data Model
Viewing the Data Model
Creating Relationships
Adding and Formatting Columns
Adding Measures
Creating Power Pivots
Working with Pivot Charts
Adding a Date Table
Creating Your Own Date Table
Adding Hierarchies
Sorting by Refrence Column