Excel for Business and Professional Services - Essentials

Master the essential concepts of Excel in a business and professional environment
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  • Lectures 16
  • Length 5.5 hours
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 8/2015 English

Course Description

Excel for business and professional services is a structured course designed to take beginner Excel users to an intermediate level - see course content below.

The teaching has also been designed to be practical in a business and professional services environment. It is suitable for jobseekers, school leavers preparing for the workplace, entrepeneurs, or for administrative people who work with excel.

The modules are engaging and interactive, and have proven to be highly effective. A number of attendees have participated in this course via webinars with the intention of "just doing a re-cap here and there" - and have been amazed by how much they have gained from each module.

Course Content is as follows:

1. Excel Essentials 1.1 Excel Worksheet / Workbook - Inserting a Worksheet - Renaming a Worksheet - Deleting a Worksheet - Moving or Copying a Worksheet - Moving between Worksheets 1.2 Active Cell, Name Box, Formula Bar 1.3 Inserting Rows / Columns - Shift Cells down / across - Inserting a Picture / Logo 1.4 Entering Data - Fill Series (Numbers, months, days) 1.5 Editing Contents of a Cell 1.6 Select All Button 1.7 Grouping Worksheets 1.8 Common Keyboard Shortcuts

2. Tables and Text files 2.1 Setting up a table - Merging cells - Sum and other calculations 2.2 Importing a Text File - Text Import Wizard - CSV Files - Import example text file - Converting Data to Numbers - Space or comma as thousand separator 2.3 Useful Text Functions = LEFT / RIGHT, FIND = MID, CONCATENATE, TRIM

3. Function vs Formula - What is the difference? 3.1 Using Insert Function = SUM / SUMIF, COUNT, COUNTA, COUNTIF = AVERAGE, REPT, VLOOKUP 3.2 Copying and Pasting Formulae - Editing Formulae F2 3.3 Absolute References F4

4. Named Ranges and Paste Special 4.1 Alternative to using $ - F3 4.2 Paste Special - All - Formulas - Values - Formats, Format Painter, three semi-colons ;;; - Column widths - Operation - Skip blanks - Transpose

5. Working with Data 5.1 Freezing Row or Column Titles 5.2 Split Window 5.3 Sorting Data - Add Levels 5.4 AutoFilter

6. Working with Data (continued) 6.1 Advanced Filter 6.2 Conditional Formatting 6.3 Remove Duplicates 6.2 Data Validation

7. Data Presentation 7.1 Tables - Grouping - Subtotals 7.2 Graphs 7.3 Watermarks 7.4 Save as PDF

8. View Options and Data Protection 8.1 Comparing Two Workbooks Side by Side - Creating Multiple Views for a Workbook 8.2 Protecting Cells - Worksheet - Workbook 8.3 Practical tips

What are the requirements?

  • You should have a working copy of the Microsoft Excel program
  • You will need to have a basic or beginners knowledge of Excel

What am I going to get from this course?

  • Efficiently use worksheets and workbooks
  • Insert, delete, move and rename a worksheet
  • Use an active cell, name box and the formula bar
  • Master the formatting of dates
  • Insert rows and columns
  • Shift cells down and across
  • Insert a logo
  • Fill a series using drag handles and double click dropdown
  • Navigate a worksheet using shortcuts
  • Edit cell contents
  • Use common keyboard shortcuts
  • How to work with text files, import and format them in Excel
  • The difference between, and use of functions and formulas
  • Learn to work with named ranges and paste special
  • How to work with data, autofilters and autoformat
  • Duplicates and data validation
  • Groupings, graphs, watermarks and PDF
  • View options and data protection functionality

Who is the target audience?

  • This course is suited to students who have very basic Excel skills and want to develop to the intermediate level
  • This course is also suited to Jobseekers, Admin Clerks who use Excel at work, Business People and Professional Services staff
  • If you already have intermediate Excel skills this course is not for you

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: Introduction and Course Materials

An introduction to using Excel in a business and professional services environment.

Section 2: Excel Essentials

Understand the structure and functions of workbooks and worksheets.

Master the following:

  • Insert a worksheet
  • Rename a worksheet
  • Delete a worksheet
  • Move or copy a worksheet
  • Move between worksheets

Will know what an active cell, the name box and formula bar is and the concept of referencing cells.

  • Master sheet navigation
  • Introduction to referencing cells


Master the various ways of inserting rows and columns, and the effects thereof.

  • Insert and shift cells
  • Insert and shift rows
  • Insert and shift columns
  • Number of rows and columns in a spreadsheet
  • Insert picture or logo

Understand the various ways of entering data.

  • Creating numbered rows
  • Creating sequences
  • Formatting dates
  • Using the apostrophe
  • Drag handle
  • Double click dropdown

Know how to edit the contents of a cel.

  • Using F2 and double click
  • Referencing and use of ampersand in text strings

Know how to use the "select all" button.


Master the use of the most common keyboard shortcuts.

Summary of this section by Shane Webb
12 questions

A quiz to test the understanding of Section 2

Section 3: Tables and Text files

This lesson teaches about creating tables and importing and formatting text files such as CSV and fixed widths.

12 questions

A quiz to test section 3

Section 4: Function versus Formula

This lesson teaches about the difference between functions and formulae and how to use them.

8 questions

A quiz for section 4

Section 5: Named Ranges and Paste Special

Learn how to work with named ranges and how to use paste special

6 questions

A quiz for section 5

Section 6: Working with data
Working with data - Part 1
Working with data - Part 2
12 questions

A quiz for section 6

Section 7: Excel data presentation
How to present Excel data
4 questions

A quiz for section 7

Section 8: View Options and Data Protection
Excel view options and data protection
5 questions

A quiz for section 8

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Instructor Biography

Mr Connie Muller, Business and life coach, online and offline business expert

Connie specializes in the teaching and training of people in sales, sales management and building businesses online and offline. As a secondary focus he acts as a life coach to people who want to master themselves and find their own direction for the future.Thirdly, one of his technical skills is the development of Wordpress websites.

While still in the corporate arena, Connie Muller worked for a large corporation as their National Sales Manager and in 2012 was responsible for four regional managers, 183 branch managers, and over 400 sales consultants.

His key responsibilities were on achieving sales results but his focus was on ensuring the people responsible for the results understood their job, the processes involved and giving them responsibility for self-improvement.

Connie understands that results come from people, so it is the people that he focuses on first and foremost. He knows this because he has been in business since 1981 and brings a wide range of experiences to the table from a wide range of business types, from small and large corporations to online business building.

His first foray into business was the family company. This was a business that provided building materials, household hardware, clothing and fast moving consumer goods. During his time working in that business he learned enough to take the next step.

In 1993 he launched his own business. With the business he taught subjects such as teaching schools how to use computers as teacher aides to students from nursery age to adult students. He expanded that business to include training for electronic stores, cellphone retailers and other business types. During this period he grew the business to provide training to the local NGO authority to teach local entrepreneurs how to start a business and learn to maintain it beyond the initial first few years.

In 1998 Connie began trading on the commodity futures exchanges in Chicago. During the next couple of years he expanded and diversified into forex, stocks and CFDs.

Although he enjoyed trading, he found his true calling was in training and working with people. So in 2000 he became involved in building sales team. Rather than focus on one industry, he focused on the sales process and the people involved with it. This led to training in various environments and business types, although his initial focus was the financial sector, he spread out to other sectors quickly.

During his time of training he developed a philosophy that followed the principles of “people, profits and productivity". It was obvious that if the first focus was on the people and only the people, the profit and productivity took care of themselves.

In 2006 he began developing his skills in the online world and worked with online start-ups, web mastery and web design. This is something he did on a part time basis but in recent years has started to put a lot more effort into the online form on business ownership.

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