Excel for All: Beginner to Experts

All round use of Excel Explained with examples
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  • Lectures 83
  • Length 9 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
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    Available on iOS and Android
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About This Course

Published 4/2014 English

Course Description

Microsoft Excel is by far the most widely used and useful software there is! It is the most basic tool that is used when dealing with data - data in any format.

This simple yet sophisticated tool has a use for everyone, from keeping a simple tab your daily expenses, to analyzing and presenting a complex profit and loss statement, from keeping a tab on attendance of students to analyzing and presenting data on world hunger!

Excel when used intelligently makes for one of the most powerful yet simple reporting engine. Such is the power of Excel. But despite this, Microsoft Excel in most cases is not used to its full potential even though it one of the most easiest skill to pick up.

With this course, aimed at beginners, intermediate and Expert users we begin by introducing the basic functionality of this software and then work upwards, along the way covering very simple tips that will profoundly increase your speed and efficiency while using Excel.

At a high level the course is structured in the below format.

- Data Cleaning

- Data Processing

- Data Summarizing (As A Template)

- Data Presentation (As A Dashboard)

- Automation of the above process using VBA Macros

The course comprises of videos, key points /summary of each video is available as downloadable material. We suggest that you give a quick run through the downloadable material before you begin watching any video. This is will allow you to understand what it is that you will be learning in the attached video. The short videos take you through each concept step-by-step and allow you to practice while studying.

This course as indicated is one for those just beginning with Excel and for those who need to master their Excel skills.

What are the requirements?

  • MS Excel 2007 or later

What am I going to get from this course?

  • Master Excel
  • Learn with Logics
  • Automate your work in Excel
  • Understand how Excel works
  • Get the work out of Excel
  • VBA
  • Macros
  • Learn to delegate work to Excel and stay at ease

Who is the target audience?

  • Anybody From Beginner from Expert
  • Anybody who wants to understand rather learn

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Intro
Intro Lecture
Section 2: MS Excel: Offload your Work
What you will learn

MS Excel: Offload your work: Agenda

In this video we are will be finalizing the steps to reach our agenda.

The video starts with the screen overview and also explains some essential starting techniques.

Please download the attached reading material.

Section 3: Data Cleaning
How you can clean Data

Data Cleaning: Customize a list

This Video explains about how the Excel's Fill handle can be used to drag and drop and create several lists out of it without typing it.

We can also see if a customized list can be created and incorporated in excel in the similar way.


Data Cleaning: Format Numbers

This video is one of the important video in the series:

We are learning the different types on number formatting in Excel here like:

Data formats, Currency formats, etc.

Please download the Employees Data and start working with us


Data Cleaning: Coloring cells the smarter way

Have you been coloring cells the historical way? Here is a video that can help us save tremendous amount of time in coloring and highlighting the insightful data. and also helps us save time from redoing it again.

Download the Data below and start working together.

Please download the attached material for your reference.


Data Cleaning: Going beyond a simple paste

In Excel, when we copy, there are too many features that gets copied , example - Value of the cell, boder, color, font color, formula, etc.

But at the time of pasting we might want to paste only one required feature.

The video explains how can we use the option "Paste Special" in excel to do this.

Please download the attached material.


Data Cleaning: Going beyond a simple Find

This video takes us beyond a very popular concept of "CTRL + F"

Use a blank sheet to work with is, no specific data needed.

Please download the attached material.

Using Shortcuts
Section 4: Organizing Data in Excel
How to organize data in Excel

Organizing data in Excel: Sorting and Filtering

This video will explain about the best practices from data arrangement. and Talks about the difference in sorting and filtering as well. Do look for quick shortcuts to the same here.

Download the Employee data given below to start off with the video.


Organizing data in Excel: Deciding what others Enter

We all know the problems and discrepancies in entering of the data by different people. the best way is to restrict them to type the way we need it. Data validation talks about the same in this video.

Please download the file and then continue with the video.


Organizing data in Excel: Creating Subtotals

This video is based on the concept of Subtotal, where we derive calculations on the data and present them within the data itself. (below the data mostly). very useful when we need to segment the data and take printouts.

Please download the attached material.


Organizing data in Excel: Consolidating Tables

Summary from a summary.

This is exactly what a Consolidate tool does.

If you have two cross tabs displaying similar information, and you need them to be clubbed together, do switch on the video once you download the given data, and we can start together then?

Please download the attached material.

Section 5: Writing Smart Functions in Excel
How Functions can help you

writing smart Functions in Excel: Tricks

This video is to explain the symbols important to work with functions, and help you self suffice yourself to get any new function by yourself.

this shall be treated as the foundation of all the functions, based on which every function in excel works, and will help us understand any new functions by ourselves -easily.


writing smart Functions in Excel:Arguments

This video is a continuation of the last video and explains some trial usage of functions. some sample functions will also be displayed in this video.

00:01 how to identify optional Arguments and usage.
01:38 Absolute/ Fixed cell references (using $ Symbols)
03:20 to make dynamic(smarter) functions

writing smart Functions in Excel: Creating Templates from Summaries

This Video explains how do we create a summary of the data and then how do we convert it into a self learning template.

a self learning template is a kind of report which is generated one and automatically adopts itself on any changes made on the data

00:35 Creating Summary
01:40 Formula of summary to template conversion

Please download the Data for working with this video. you can continue with the same data for the next videos, untill we complete counting.


writing smart Functions in Excel: Count Functions

We start touching upon functions from this video. carrying an idea of learning various aspects of a function and be able to crack functions concept as a whole.

we are hereby starting with some counting functions used in summarizing data sets.

00:20 Logic comes from the historical ways of doing things (strange but true)
02:40 Thinking about the name of the functions
03:15 learning to Explore functions
04:25 CountA function ( difference between CountA and Count Function)
05:55 Popularly made mistakes while selecting a range in Excel
07:14 Correcting  the mistake by selecting a bigger range

writing smart Functions in Excel: Countif Functions

This video explains the practical usage of the functions in a correct manner and filling arguments step by step.

02:10 COUNTIF Function to conditionally calculate the summary of the data based on values in the columns.
04:00 how to name ranges and whats the usage of the same in functions
04:50 naming multiple columns at a time using their headings as names
06:45 using COUNTIFS function to work with multiple conditions at a time.
08:25 Creating charts to present the template
11:15 Chart alignment trick
11:50 Connecting Excel charts to Powerpoint dynamically
15:55 using Wildcard characters(*/?) to avoid the data cleaning.

writing smart Functions in Excel: Text functions

This video talks about some random data cleaning text functions. you don't need any specific data sets to be downloaded, just open up a blank sheet and start working on it with the video.

The presentation theory Material is under revamp and shall update it asap.

Section 6: Segmenting Data in Excel
How to segment your Data

Segmenting Data in Excel: IF Functions

Before we can think of a summary, we need to divide the data into meaningful segments by using some logical functions.

basically to create categorical variables in the data.

Download the data to start with the video and replicate as when i explain.


Segmenting Data in Excel: Nested IF, AND and OR Functions

This video is a continuation of the logical functions itself where the advanced logical function is used.

Nested Ifs
Section 7: Why create Reports the tedious way

Why create reports the tedious way: Introduction to Pivots

See how a Pivot table makes our life simpler by generating awesome reports in no time.

Download the data and lets start.


Why create reports the tedious way: Generating Pivot Reports

This video is a continuation of the previous video and talks further about generating reports. some more problems have been picked up in the video on report generation.


Why create reports the tedious way: Slicing the Report

In this video we specifically going to focus on data segmentation and slicing of the reports based on different criterias.


Why create reports the tedious way: Pivots on Dates

Lecture video explains the use of Group option in Pivot tables to make the report generation based on the time factor user friendly.

Section 8: Showcasing your data with Excel
Using Dashboards to make Data look good
13 pages
How to Create a Dashboard

Showcasing your data with Excel: Ways to Present

Starting from this lecture , we talk about presenting the information that we have.

the current video talks about some trial and error approaches that we follow.


Showcasing your data with Excel: Creating a template

A self learning template is a kind of information that keeps getting updated by itself and also accommodates the output based on changes in the requirement.


Showcasing your data with Excel: Making Templates Smarter

Using index and Match functions , you will notice how the output becomes smarter and smarter.

the standard step to making anything smarter is to:

identify constants and replacing them by variables

Showcasing your data with Excel: Creating Dashboard from Templates

In this video we are discussing how to create controllable charts.


Showcasing your data with Excel: using Controls

This video cements the concepts we have learnt and based on it creates a dynamic and well managed information dashboard which can be controlled from a single point.

Section 9: Test Case Study
Revenue Report
6 pages
Section 10: Vocabulary
Introduction to VBA Programming
Hierarchy as a vocabulary of the language
Communication among objects
Examples to justify the communication techniques
Introducing: Intangible Hierarchy
Section 11: Grammar
Sentence Creation: Connections in Excel
Rules of Writing the sentenses in VBA
Section 12: Introducing the Platform to write and Automate
Introducing the Platform: VBA Window
Section 13: Small Exercises to connect our learning so far
Applying Functions in VBA
Basic Error Debugging & Recording
Applying Methods in VBA
Various ways of executing a macro
Section 14: Case Study: Real Implementation
Explaining the case study for hands on learning
Understanding the IF Statements
Converting Constants to variables
Understanding Loops: FOR-NEXT
Understanding Loops: DO-LOOP
Recording a Macro: Handholding / On job training to macros
Trailing multiple macros one after another
Section 15: Functions and Events Can also be customized
Events to self execute the Macros
Creating your own functions in Excel
Section 16: Why Data Visualization
Snapshot of the Course
Dynamic Charts through checkboxes
Creating Dynamic Charts
Section 17: Data Visualization using CheckBoxes
Trailer: Battery Charts
Creating: Battery Charts
Creating: Applying motion to the battery Charts
Section 18: Speedometer charts
Trailer: Speedometer Charts
Creating: Speedometer Charts
Creating: Moving Speedometer Charts
Section 19: Introduction to Excel Apps using Userforms

Introduction to Excel Apps using userforms: Why userforms

In what ways are the userforms being used and in what ways can we use them

Please download supplementary material


Introduction to Excel Apps using userforms: Snapshot of the course

This lecture, gives a gist of all the topics covered in the course and intended outcome of the course.

Please download supplementary material

Section 20: Step By Step Approach to creating an App in Excel

Step by step approach to creating an App in Excel: Creating an Empty userform

In this lecture, we talk about how we insert an empty userform in VBA

Please download supplementary material


Step by step approach to creating userforms: Creating Controls

Here we talk about Controls like - Buttons, Text box, checkbox, radio button, dropdown, etc


Step by step approach to creating userforms: Connecting Text Box and Combo Box

Directly connecting the text box and combobox to excel and test if the data reaches in Excel on pressing the Submit Button


Step by step approach to creating userforms: Adding values in the combo box

A combo box when created will be an empty combo box, in this lecture we will see how can we put the values in the combo box


Step by step approach to creating userforms: Connecting Radio buttons to Excel data

Radio buttons are the ones with "Only One" to be selected, so how to structure the conditional statements to read it through Excel.


Step by step approach to creating userforms: Connecting check boxes to excel data

Check boxes are the ones where multiple selections can be made, thus we write different conditional statements for each.


Step by step approach to creating userforms: Making the excel connection intelligent & dynamic

using variables in place of constants and making the connection more dynamic and usable

Testing the form
Section 21: Getting your App to interact with the user

Getting your app to interact with the user: why should an app interact with the user

This lecture, explains why is it necessary for us to make the app interactive and how does it saves time an energy at work

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Instructor Biography

ATI - Analytics Training Institute, Committed to creating a difference

We are an Analytics firm committed to developing intellectual property that will help individuals and their organisation take smarter decisions every day. ATI, the education arm of Redwood Associates has helped 200 companies and over 15000 individuals speak the language of DATA

The founder Gautam Munshi has nearly two decades of high performance analytics experience. His strong belief that anyone can become an analyst has led him to build a team of 12 - a group of math geeks, techies, musicians, comedians, beer enthusiasts, agriculturists, geneticists, teachers and bankers,who have the gumption that they can make a difference and truly believe that analytics can influence and make a huge impact on a day-day basis. It is this diverse lot that brings Analytics to the mind space of every individual. You can view their moments in the lime light here and follow them on Facebook

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