
This chapter sets the scene, explaining the problem we are tasked to solve. In the rest of the course we will solve the problem together.
In this chapter we cover two concepts:
- Start by clarifying the problem you are solving
- Design your model on paper before building it in Excel
In the resources you can download:
- Keyboard shortcuts (for PC and Mac)
- Raw data files
In this chapter we cover:
Concepts:
- Always include an "About This Spreadsheet" tab in your model
- Color coding is critical for good spreadsheet hygiene
Operations:
- Save as
- Insert tab
- Rename tab
- Recolor tab
- Resize columns
- Wrap text
- Remove gridlines
- Insert rows
In the resources you can download:
- Keyboard shortcuts (for PC and Mac)
- The raw data file "Sales data.xlsx"
- "Market analysis-v1.xlsx"
In this chapter we cover:
Operations:
- Freeze panes
- Autofilter
In the resources you can download:
- Keyboard shortcuts (for PC and Mac)
- "Market analysis-v1.xlsx"
In this chapter we cover
Concept:
- Keep up your color coding of cells
Functions:
- Concatenate
- Proper
- Upper
- Lower
- Trim
- Left
- Right
- Mid
- Len
- Search
Operations:
- Get external data
- Text to columns
- Drag and copy formulas
In the resources you can download:
- Keyboard shortcuts (for PC and Mac)
- The raw data file "Product-author data.txt"
- "Market analysis-v2.xlsx"
In this chapter we cover:
Function:
- Vlookup
Operation:
- Drag and copy formulas
In the resources you can download:
- Keyboard shortcuts (for PC and Mac)
- "Market analysis-v3.xlsx"
In this chapter we cover:
Functions:
- Index
- Match
- Index-match (in a column)
In the resources you can download:
- Keyboard shortcuts (for PC and Mac)
- "Market analysis-v4.xlsx"
In this chapter we cover:
Function:
- Index-match (in a matrix)
Concepts:
- Locking only the row (or only the column)
- Why index-match is better than vlookup
In the resources you can download:
- Keyboard shortcuts (for PC and Mac)
- "Market analysis-v5.xlsx"
In this chapter we cover:
Operations:
- Hide
- Group
- Autofilter
Functions:
- Countif
- Countifs
- Sumif
- Sumifs
In the resources you can download:
- Keyboard shortcuts (for PC and Mac)
- "Market analysis-v6.xlsx"
In this chapter we cover:
Operations:
- Create pivot table
- Make changes to pivot table
- Sort pivot table
- Turn off GetPivotData
- Freeze panes
- Arithmetic (+, -, ×, ÷) within cell formulas
In the resources you can download:
- Keyboard shortcuts (for PC and Mac)
- "Market analysis-v7.xlsx"
In this chapter we cover:
Functions:
- Rank
- Offset
- Iferror
- Index and Match
- Sum
Operations:
- Create pivot table by copying an existing one
- Center across selection
- Editing formulas by dragging the cell reference
Concepts:
- Never merge cells
In the resources you can download:
- Keyboard shortcuts (for PC and Mac)
- "Market analysis-v8.xlsx"
Note: this is the most advanced chapter of the course. As always, it may be helpful to rewatch and to try it out in your own spreadsheet.
In this chapter we cover:
Functions:
- Countif
- Index and Match
- Average, Median, Min, Max, Quartile
- If
- Isnumber, Istext, Isblank, Iseven, Isodd
Operations:
- Move or copy tabs
- Autofilters
- Conditional formatting
Concepts:
- Make sense of data before using it
- Place data summaries at top of tab, not below raw data
In the resources you can download:
- Keyboard shortcuts (for PC and Mac)
- The raw data file "Survey data.xlsx"
- "Market analysis-v9.xlsx"
In this chapter we cover:
Function:
- Sumproduct
Operations:
- Move or copy tabs
- Paste special - transpose
- Format painter
In the resources you can download:
- Keyboard shortcuts (for PC and Mac)
- The raw data file "Cost data.xlsx"
- "Market analysis-v10.xlsx"
In this chapter we cover:
Operations:
- Data table
In the resources you can download:
- Keyboard shortcuts (for PC and Mac)
- "Market analysis-v11.xlsx"
Congratulations on finishing the course! I hope you enjoyed it and found it useful.
If you are looking for an exercise to practice with, this is it! Details are in the 1-page pdf, and 4 data files are available for you to download and work with.
This two-hour Excel crash course is the quickest way to go from spreadsheet rookie to rockstar. It's an accelerated 'learn-by-doing' approach: we'll solve a business problem by designing a model, collecting data and building a spreadsheet. Along the way, we'll cover the keyboard shortcuts, functions and insider 'best practices' to make your spreadsheets sizzle!
Who is this for?
Anyone who has to build Excel models from scratch. If you fall into one of these groups, this course will suit you particularly well:
Business professionals (consultants, analysts, marketers etc)
Students using Excel to analyze data or entering business careers
Entrepreneurs who use Excel to run their startups, to analyze opportunities and to present to investors
What makes this course different?
- It's practical. The instructor worked in consulting at BCG for eight years. That's a lot of Excel. His practical knowledge of how to use Excel in real life, as well as pitfalls and traps to avoid, will save you hundreds of hours of spreadsheet anxiety
- It's efficient. 2.5 hours of the highest quality content
- It uses the 'case-method' pedagogy. By teaching in the context of a real example, retention is significantly higher than a traditional 'formula-led' approach