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Microsoft Excel - Beginner to Advanced - Models & Templates

Name: Microsoft Excel - Beginner to Advanced - Models & Templates
Rating: 4.6 (27 reviews)

Learn 40+ Excel formulas and 30+ Excel shortcuts for building models, business cases, and personal finance templates.

Created byCori Arnold

Last updated 5/2023

English

English [Auto],

What you'll learn

Master Microsoft Excel from Early Beginner to Advanced Users
Learn how to use Excel to Manage Corporate Finance & Accounting to Small Business Finance & Accounting
Gain Skills to Create Budget, Net Worth, Spending, and Debt Excel Trackers & Templates.
Build a Solid Understanding of the Basics, Giving You the Ability to Apply Across a Variety of Uses
Impress Your Boss with Your Skills and Efficiency - Create Models to Simplify Your Job
Manage Millions of Data in Seconds

Course content

10 sections • 40 lectures • 5h 53m total length

Introduction: What Can Excel Do?4:04
Get a preview here of the templates and models offered in this course. You will have the skills to build all of these on your own after taking this course.

Microsoft Excel Basics23:29
If you're brand new to Excel, this video walks you through the fundamentals of a workbook and worksheet as well as goes through the most common features of the menus.

Here is timestamp breakdown of the video:
00:18 Open a new workbook
02:04 Insert a worksheet
02:30 Hide a worksheet
02:59 Rename a worksheet
05:30 Resize columns and rows
07:24 Zooming in and out
08:00 Home menu
12:30 Insert menu
14:30 Formulas menu
16:15 Data menu
17:44 Filter data
18:53 Sort data
19:47 Freeze panes
21:15 Formatting cells pop-up menu
Patterns - Inserting - Pasting - Transposing Data21:35
Discover a few tips and tricks to saving time when working with data, from Excel auto-populating patterns in data to cutting and inserting data to pasting and transposing data.
Here is a timestamp in case you want to skip any topics:
00:39 - Auto-populating patterns in data
03:57 - Cutting & Inserting data without impacting formulas
11:47 - Pasting data options
19:46 - Transposing data
Grouping Data3:07
Easily group data for presentations while keeping the ability to ungroup it when you need to work in the file.
Grouping/ungrouping data is a quick and easy way to show/hide information in seconds.
Conditional Formatting6:53
Learn everything you need to know about conditional formatting.
- Create rules to highlight outliers in your data
- Find your highest or lowest values in seconds
- Provide visually stunning reports for your boss
Filter Data7:28
This video is a deep-dive into the options you have when filtering data.
Understanding how to filter data gives you a simple method for narrowing down your data and finding the important data quickly.
Copy Visible Cells Only4:10
If you're working with hidden or grouped data, you'll soon realize you can't just Copy and Paste only the data on the screen. Discover how to copy only the cells you want to copy.
Creating a Drop-Down List3:42
Standardize your data with the drop-down list.
If you collect data from multiple sources, a list is the easiest way to ensure it is standardized.
Changing Multiple Worksheets Simultaneously3:48
Learn to change multiple worksheets at once by selecting several tabs with shift and applying edits across all sheets for a consistent budget model.
CSV Delimited to Excel Format5:15
Learn how to quickly convert CSV data to data you can work with in Microsoft Excel.

Intro to Formulas14:59
Learn the most fundamental Excel formulas in this introductory video.
SUM vs SUBTOTAL10:46
SUM or SUBTOTAL? Find out which has more flexibility in this video.
SUBTOTAL v AVERAGE v MIN v MAX v MEDIAN v AVERAGEIF4:47
Learn what happens when you use the AVERAGE, MIN, and MAX formulas with and without the SUBTOTAL formula.
TRUE-FALSE Check4:36
Discover a quick and easy way to see if your data matches using the equal sign.
IF Statements (IF, IFS, IFERORROR, SUMIF)16:53
Discover how beneficial the simple IF statement can be.
- it's flexible: it can be paired with other formulas
- it's simple: everyone makes if/then decisions everyday

Included in this video is an overview of the following IF statements:
00:39 - IF
05:11 - IFS
09:06 - IFERROR
14:08 - SUMIF
CONCATENATE-SUMIF13:21
Learn how to use the CONCATENATE formula in the video and see what you can do when you combine the CONCATENATE and SUMIF formulas.
LEFT-RIGHT-MID3:58
Learn how to standardize data quickly and efficiently using these three formulas - LEFT, RIGHT, and MID.
VLOOKUP4:13
The VLOOKUP formula is one of my favorite formulas.
I use it every time I'm enhancing a file or improving a process.
Learn how to use the VLOOKUP to save you time.
HLOOKUP2:35
Discover how to use an HLOOKUP formula when you're data is formatted horizontally instead of vertically.
XLOOKUP3:16
When VLOOKUP's and HLOOKUP's don't work, an XLOOKUP is the perfect solution.
SUMPRODUCT2:53
Discover how to save time with the SUMPRODUCT formula.
15 Formulas to Know5:34
Learn these quick and easy 15 formulas:
TODAY
NOW
TIME
LEN
UPPER
LOWER
PROPER
TRIM
COUNT
COUNTA
COUNTIF
RAND
RANDBETWEEN
POWER
ABS
ROUND CEILING FLOOR2:38
Learn 3 more formulas in this video - ROUND, CEILING, and FLOOR.
IRR NPV PMT NPER5:16
Discover the two of the most valuable Excel formulas when it comes to analyzing an investment as well as two formulas to calculate your debt pay off.

Timestamp:
0:00 IRR & NPV
2:59 PMT & NPER
Fixing Errors4:15
Check out this video for the three most common errors I run into.

Creating a Pivot Table7:42
Learn to summarize millions of data in seconds via a Pivot Table.
We create a pivot and analyze the data in this video.
Removing Duplicate Data with Pivot Tables2:21
Within seconds, you can delete redundant, duplicate data with a pivot table.
Find out how in this quick video.
Reordering Data in Pivot Tables5:08
Sometimes your pivot table doesn't order the data in the way you'd prefer. Watch this video to learn how to reorder it.
GETPIVOTDATA Formula6:54
Discover how the GETPIVOTDATA formula can automate your output with the quick refreshing of a pivot table.

Create a Budget-Net Worth Tracker - Part 123:11
Learn exactly how to build your own personal budget, net worth, and debt tracker in this video.
This is part 1 of 3.
Part 2 shows how to add the dashboard to your budget tracker, and Part 3 shows how to add the Spending tracker to this file.
Adding a Spending Tracker to the Budget Tracker6:39
Put your skills to the test by adding and automating this Spending Tracker for the Budget Tracker in the prior lesson.
Adding the Chart Dashboard to the Budget Tracker9:09
Create a Dashboard that automatically updates as you complete your personal finances each month.
Compounding Template10:37
Compounding is the 8th wonder of the world!
I was a skeptic of compounding in my early 20's, but the math doesn't lie.
Learn to create a dynamic compounding calculator here.
Debt Amortization Calculator6:37
Learn how to calculate how quickly you can pay off your debt with this quick and easy model.
Determine Your Retirement Value Calculator5:03
Here is a quick and simple model to calculate your retirement value using the 4% rule.

Requirements

No Prior Microsoft Excel Knowledge Needed

Description

From the earliest beginner to the mid-skilled Microsoft Excel user, this course is for all those:

who want to impress their boss
who aspire to grow in their career
who desire to create a side hustle with Microsoft Excel
who see the power in knowing a software used globally
who want to create visual trackers to help them improve their lives

Understanding how to use Microsoft Excel well is a skill that keeps giving. Becoming the person in your office who can create the visually stunning dashboards, the efficient processes, and the transparent reports gives you exposure at your company.

Knowing Microsoft Excel creates an opportunity to make additional side income as well, creating business cases for start-ups, doing consulting work, and selling your own templates.

Creating personal finance and other goal-related Microsoft Excel templates gives you the ability to see where you are and monitor your progress, resulting in further inspiration to hit your targets.

In this course, you'll receive 40 lectures, 30+ associated data sets and templates with those lectures, 40+ formulas, and 30+ shortcuts.

All videos and files are downloadable and yours to keep forever.

As a student, you'll receive all future updates for free.

With over two decades of experience using Microsoft Excel, this course is packed with every valuable tool I've learnt.

All lectures allow you to follow along with the given file in the Resources section, or you have the option to build these files from scratch for a more thorough learning experience.

Enjoy!

Who this course is for:

Beginner to Intermediate Excel User who Wants to Learn how to use Excel for Accounting, Finance, Money Management, Business Case Modeling, Template Creation & Efficiency Improvement

Microsoft Excel - Beginner to Advanced - Models & Templates

What you'll learn

Explore related topics

Course content

Introduction1 lecture • 4min

Microsoft Excel Fundamentals for Beginners9 lectures • 1hr 19min

Formula Mastery15 lectures • 1hr 40min

Microsoft Excel Keyboard Shortcuts1 lecture • 16min

Pivot Tables4 lectures • 22min

Charts1 lecture • 21min

Use Case: Key Metrics Templates1 lecture • 8min

Use Case: Money Templates (Budget-Net Worth, Compounding & Calculators)6 lectures • 1hr 1min

Use Case: Business Cases1 lecture • 28min

Microsoft Excel Premade Templates1 lecture • 12min

Requirements

Description

Who this course is for: