Excel Essentials: Level 1 Basics - Master Excel Step-By-Step

Excel: Master the fundamentals of Excel easily! The complete step-by-step guide for complete beginners.
4.7 (117 ratings) Instead of using a simple lifetime average, Udemy calculates a
course's star rating by considering a number of different factors
such as the number of ratings, the age of ratings, and the
likelihood of fraudulent ratings.
5,559 students enrolled
$19
$100
81% off
Take This Course
  • Lectures 57
  • Length 4 hours
  • Skill Level Beginner Level
  • Languages English, captions
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
Wishlisted Wishlist

How taking a course works

Discover

Find online courses made by experts from around the world.

Learn

Take your courses with you and learn anywhere, anytime.

Master

Learn and practice real-world skills and achieve your goals.

About This Course

Published 6/2015 English Closed captions available

Course Description

Over 8,500 students in 141 countries are becoming Excel masters with THIS course!

  • The No.1 ranked Excel course on Udemy!
  • Average review HIGHER than the other Microsoft courses on Udemy!
  • Average minutes viewed 27% HIGHER than other Microsoft course!
  • New students join THIS Excel course EVERY DAY!

Great news! I have added a new bonus section to this course "Student Questions Answered"!

In this section you will find custom made tutorials to answer YOUR specific questions! Just drop a message in the discussion board, and if I can't answer it in a simple message, I'll make a video just for you!

__________________________________________________________________________

What other students are saying:

"This course is exactly what I was looking for. Simply explained, and in a level of detail I could follow. I really enjoyed it, and will recommend it to all my friend"sBeatrice

"Learned about stuff I never knew"Sarah Jones

"This course gives a solid foundation for a beginner who wants to develop their skills...To sum up Folks, this is a HIGHLY RECOMMENDED course. I will be shortly enrolling myself in the next course with Alan of course"  – Alex

__________________________________________________________________________

Next to soft skills, being able to use Microsoft Excel well is probably one of the most sought after skills employers are looking for in today’s competitive market. Make sure you can compete…

  • Do you want to master one of the must have skills for any work place?
  • Are you willing to invest a little time now for your own future?
  • Want to learn powerful, little known tools most users don't know about?
  • Do you want to get ahead of your competition?

If you are a complete beginner looking to master Excel, or you just want to brush up on the basics, you've come to the right place. If you want to earn more money by developing a skill set that today’s employers demand, this is the course is for you!

__________________________________________________________________________

"This is a great course for anyone wishing to learn or brush up on the basics. The presentations are easy to follow!" – Pamela Reyna

"This is a very simple, clear and concise and easy to follow course that is perfect for beginners" – Sean Loftus

"I loved this course...he made a 20+ minute video tutorial and reverse engineered a sample form I provided him. This unlocked a huge amount of functionality for me. Excellent teacher!David Keegan

__________________________________________________________________________

Getting to grips with Excel will give you a distinct advantage in whatever work you currently do, and can open the door to new opportunities.

Many of my students have gone on to get better paying jobs, or even start their own businesses, using the very skills you will soon master.

“I spent over 20 years mastering Excel, so you don't have to!”

In this course we cover in detail all of the basic functions of Excel, and you will learn not only how to use it, but some powerful tools to allow you understand how it works. There is a difference between repeating something and understanding it.

Who is this course aimed at?

Complete beginners, and those who want to build a solid foundation upon which to build their skills.

__________________________________________________________________________

"The author of this course takes you through it one simple step at a time, and it is really easy to follow. I like that the lectures are short, and focus on one thing at a time, which was perfect for me. I actually now feel confident using Excel. Well done and thank you!"Nickie Student

"This is the course you need to take if you are a beginner. Alan teaches you what you need to know without the fluff. Recommended!"Lee Johnson

"Excellent tutorial to learn Excel. Thank you" - Shibu Thankachan

__________________________________________________________________________

How is it structured?

Together we concentrate on building a single complete project from beginning to end, using all the basic functions and give you a thorough understanding. I know your time is valuable, so most lectures are between 3-5 minutes, allowing you to dip in and out when it's convenient for you. This also maximizes your learning, and makes it easy if you ever need to go back to refresh your memory...no need to click through a 40 minute lecture to find the part you're looking for! There are screencasts, lots of quizzes, presentations, pdfs, downloadable files...all designed to optimize your learning.

What do I get with this course? 

  • Lifetime access to over 4 hours of content.
  • Over 50 bite-size lectures, each covering a specific topic in detail. Some of which I have never seen taught before!
  • Multiple quizzes to ensure you cement your learning!
  • Downloadable source file, practice file, and pdf cheat sheets that you can take with you and quickly refer back to if you are away from home.
  • Access to the Q&A forum, so if you have any questions, you can ask me!

__________________________________________________________________________

"Instructor covers the basics very well. He is precise and has a nice presentation style"  - Elizabeth Van Rij

"Taught in easy bite size chunks makes the learning fun as well as informative"Joe Long

"If you are beginner and want to master excel, this course is fantastic"Anson Dsouza

__________________________________________________________________________

So, Why take THIS course?

I have been using Excel for over 20 years, but there is a difference between being good at something and being able to teach it. In that time I have taught thousands of people how to master its power. Because I have taught so many people, I know not to assume you already understand something, and I have probably already heard every question you are likely to have.

This course took over 4 months to produce, and has been tested extensively with hundreds of people. If something didn't work, or wasn't clear, it was revised until it did, to make this the best possible course on Excel.

Of course, we never stop learning, and I will continue to develop this course, and your skills, with your feedback. And remember, if you have a question, post it in the Q&A and I will answer it for you personally.

Get this course now, and...enjoy!

Alan

__________________________________________________________________________

*** Udemy Badges Earned for This Course ***

  • Level 1 Responder
  • Level 2 Responder
  • Level 3 Responder
  • Builder Instructor
  • Genius Instructor
  • Level 1 Riddler
  • Level 2 Riddler

__________________________________________________________________________

What are the requirements?

  • All you need is a PC, a copy of Excel 2007, 2010, 2013, or 2016 and a willingness to learn!
  • No other knowledge is required, as each step is explained fully in the course.

What am I going to get from this course?

  • Increase your chances of promotion, or a better paying job by understanding the most widely used business software in the world
  • Build your own spreadsheets from scratch, and actually understand how they work!
  • You will be able to build your own simple, AND complex formulas (and know what the difference is!), and use some of Excels built in functions.
  • Do in seconds, what a lot of seasoned users take minutes to do!

What is the target audience?

  • This course is aimed at complete beginners, or those who want to get a thorough knowledge of the basics.
  • Anyone looking to increase their chances of better paying jobs, through mastering MS Excel

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.

Curriculum

Intro
Preview
01:43
Section 1: Start Here - All The Basics
00:52

This is just a short video about how to download your practice files :)

03:46

In this first short lecture, we're going to look at the various ways of opening Excel, including how to add a shortcut to your desktop.

15:19

Before we get started on how to build working spreadsheets, it's useful to know the anatomy of a workbook.

This lecture covers all the major parts of the screen and explains the layout of the Excel interface. In this lecture you will learn the key components, and overview of what they do!

06:11

This is a condensed version of the previous lecture, and is included so you can get a quick refresher without having to go over the whole thing again.

If you are happy you got it first time around, just hit complete lecture at the bottom of the screen...remember, it's always going to be here if you ever need to come back!

Also, there is a pdf refresher in the resources section for you to download and keep with you!

02:01

Without doubt, the second biggest problem Excel users encounter is creating a masterpiece, and then not being able to find it again because they chose to save it as "Book 1" or "Book 23"! We'll get to the biggest problem people have later in the course!

This lecture covers how to rename your workbook, so you will always be able to find it again later!

01:41

To use Excel effectively, you're going to need to enter something into it! Data can be text, numbers, dates and formulas.

Here we will learn the two places you can enter data in Excel.

Quiz Number 1
5 questions
01:42

In this lecture we will cover how to edit data you have already entered. This will save you having to re-enter the entire text, number, date or formula, if you just want to change one little part of it.

01:20

We all make mistakes, and from time to time you will too.

Excel provides a very quick way to undo these, using the undo function. And just in case you really did mean it, there is a redo function too!

The keyboard shortcuts in this lesson are:

CTRL + Z to Undo

CTRL + Y to Redo

09:03

Now you know how to enter text, you may want to change the way it looks so it's not in plain black Calibri!

In this lecture, we will look at the various ways of formatting text, and a few different ways to get there!

You will learn how to:

  • Change the font itself (the typeface)
  • Change the font size
  • Change the colour
  • Apply bold formatting
  • Apply italics
  • Apply underlining
  • Apply subscript
  • Apply superscript
  • Apply strikethrough

 We will look at how to do this using the icons on the home ribbon, using the right click option to get to the Format Cells dialogue box (which gives you even more options than the ribbon!), and a really fast way to get to the full-blown Format Cells dialogue box which hardly anyone ever uses!

The keyboard shortcuts in this lesson are:

CTRL + B to Bold your text

CTRL + I to apply Italics

CTRL + U to Underline

01:20

I added this lecture as one of my students pointed out that formatting text actually formats the cell itself. Though I know this, it was apparent that not everyone does!

Throughout this course, if you think I have missed anything, or it requires more explanation, please let me know!

03:07

From time to time, you may want to have your data aligned in a way that Excel doesn't choose by default.

The default options are:

  • Text automatically aligns to the left
  • Numbers automatically align to the right

In this lesson we take a look at how to align your text (or any data) in the cells any way you want to see it.

You will learn how to:

  • Align left
  • Align right
  • Align centre
  • Align top
  • Align bottom
  • Align middle
04:41

Excel offers a bunch of timesaving features, a lot of which most users aren't even aware of! By learning these, you will become faster than most of your competition :)

In this lesson we look at auto-filling naturally occurring sequences using one of Excel's most useful features; the Drag Handle.

We also look at how to get Excel to spot patterns, so you can use auto-fill beyond the predefined days of the week and months of the year

04:23

Wouldn't it be great if you could add your own custom lists, beyond the standard days of the week and months of the year?

Well now you can!

In this lecture, you will learn how to build your own custom autofill lists into Excel so they are always available to you, and save yourself a lot of time having to keep typing them in manually.

02:48

Another time saver.

In this lecture you will learn how to quickly apply the formatting you have applied to one cell to another, and even how to copy that formatting across an entire row (or column if you want) using the Format Painter.

3 questions

You are doing really well! Let's have a quick quiz to cement your learning...

03:33

You can easily change the width of your columns (or the height of your rows) if you find that part of your data has been lopped off, or the column is just too wide for the data you have in it.

In this lecture you will learn how to do this precisely using the right click option, how to get Excel to do it automatically (something not many people use!). You'll also learn how to resize a bunch of columns (or rows) all at once!

Enjoy!

03:01

In this lesson you will learn how to use the Merge and Centre function.

This is a clever way to bypass the annoying super wide columns if you have a long title in your workbook!

03:57

If there's a fast way of doing something, save yourself some time and do it that way!

This lecture covers a handy function built in to Excel that automatically suggests entries based on what came before! Very useful.

We also look at another use for the drag handle, this time using the double click feature to automatically fill down your data for as far as your columns go. And finally, how to instantly populate a bunch of cells with the same value using a simple, if little known, keyboard shortcut.

Keyboard shortcut in this lesson:

CTRL + SHIFT + ENTER to fill the same value in all the cells of a highlighted range

Section 2: Doing The (Simple) Math
03:11

In this lesson you will learn how to create your first formula...the old fashioned way!

Every formula you enter in Excel always begins with an equals sign. Always!

We will cover the simple way to view your formula so you can see which cells are being used in the calculation, and a quick way to correct it if you pointed to the wrong cell!

Enjoy!

05:32

Excel has lots of built in functions to make your life easier. In this lesson, you will learn how to use your first Excel built in formula; the AutoSUM.

You will learn the structure of the autosum, what arguments are and how to use ranges in your calculations!

You will also discover a little used, but very useful, built in feature of Excel, so you can instantly see the sum, average, lowest value and highest value in a range...all without having to write a single formula!

3 questions

You're doing great! Let's see how much you can remember...

03:17

In this lecture, you will learn how to copy formulas you've already written!

You will learn some super-fast keyboard shortcuts to make this really quick, and also take another look at one of my favourite features...the drag handle.

The keyboard shortcuts in this lesson are:

CTRL + C to Copy

CTRL + V to paste what you've just copied

CTRL + R to fill Right

CTRL + D to fill Down

03:16

So, now you understand how to sum a column, but what if you want to use auto-sum to add up a row of numbers?

In this lesson you will learn how to view a formula in one cell while you're in different cell!

This will allow you to copy the structure of the original formula, and adapt it so it works somewhere else! This saves you having to remember everything.

We will also look at how Excel will help you to use the various functions by offering tool tips to show you what you need to do!

02:28

In this lesson you will learn how to do subtraction.

We will also look at how to use formulas you have already written in new formulas, to save having to write everything from scratch.

01:32

In this lesson, you will learn how to do multiplication.

You will also learn that there are two ways to express values in your formulas...you can point and click the cells you want to use (so the formula uses the cell reference (A1, C3 etc.)), and you can also just type in a number.

01:21

In this lesson, you will learn how to do division. Nice and simple!

02:41

In this lesson, you will learn how to use our second of Excel's built in function; Average.

You will also learn how to get to some of the other built in functions using the formula ribbon.

Finally, you will learn how to edit a formula, which saves you having to start over if most of your formula is correct.

06:38

This is probably the most important lecture in the entire course!

In this lecture you will learn about the order of mathematical operation. This is the number 1 problem I see with a lot of Excel users, after this lecture you will never have this problem!

Because Excel always acts on the different mathematical operators (+, -, *, / etc.) in a specific sequence, you may not always get the answer you thought you would get!

Luckily, I have a really simple way of committing this to memory so you will always remember it!

04:50

In this lecture you will learn about one of the most powerful tools in Excel; evaluate formula. I have never seen this taught before anywhere else!!!

I literally only discovered this the day before I created this lecture...and I've been using Excel for over 20 years! I asked everyone I know who uses Excel, and none of them knew about it either.

So you will now not only understand how to explore your formulas step by step, you will know how to use a really powerful tool that almost no one else knows is there!

Section 3: Rearranging Things
06:21

In this lecture you will learn how to insert columns and rows.

From time to time, you will realise you forgot to include something in your spread sheet, and wish that you had added it when you started. Luckily, Excel provides a really quick way of adding new columns or rows to a worksheet you have already created.

You will learn two ways to do this (just pick your favourite :)). The insert option from the home ribbon, and the right click method.

We will also cover sanity checking the formulas you have already written (just in case)!

02:27

You may decide that one or more of your columns would be better placed somewhere else. This lesson covers how to do that quickly and easily.

06:07

Like the title says, in this lesson you will learn how to cut and copy (and the difference between the two), and insert and delete blocks of data (or single cells, it works the same).

02:41

Sometimes your workbooks become too big to see everything all at once, that's when hiding certain columns or rows becomes useful. You may want to print out your worksheet for a meeting, but hide a particular column (perhaps buy prices).

In this lecture you will learn how to hide single or multiple columns and/or rows.

5 questions

Well done, you're more than half way through.

Time for another quick quiz!

Section 4: Formulas: Learning The Clever Stuff!
05:55

In this lesson you will learn all three of Excels built in rounding functions:

ROUND

ROUNDUP

ROUNDDOWN

...and the differences between the three.

We'll also have another look at the built in tool tips when using functions, to allow Excel to help us as we're working!

You will also learn how to change a bunch of formulas all at once!

The keyboard shortcuts in this lesson are:

CTRL + F to find a certain value in a range of selected cells

02:12

In this lecture you will learn how to format numbers to a number of decimal places of your choosing!

You will learn a couple of ways to do this, try both, and pick your favourite.

03:10

In this lesson you will learn how to build your own complex formulas, and the easy way to do it. I've been using Excel for a few decades, and I still use this method to build multi-tiered complex formulas.

If you ever see a spreadsheet with a formula a mile long, just remember, the person who wrote it probably did it this way too to begin with!

04:19

In this lecture, we will apply what we learned in the last lecture to the project we're working on!

Section 5: A Few More Essentials
04:16

In this lesson you will learn how to sort your data.

To begin with, you will learn how to sort alphabetically and reverse alphabetically. Nice and easy.

Then you will learn how to sort over multiple columns in any order you want using the custom sort option.

Just remember to highlight (left click and drag over) all the data you want to sort!

03:59

In this lesson you will learn how to wrap text, and soft enter (sometimes called a soft return).

Wrapping text is useful if you want your text to wrap-around and be displayed over a few lines in a particular cell, but sometimes, you want to make sure your text always appears on different lines (even though its all in a single cell). Pretty much as it would when you type in Word.

01:07

Possibly the shortest lecture in the whole course!

In this lesson, you will learn how to add additional worksheets to your workbook. You will also learn how to rename your worksheets to something more useful than Sheet1 and Sheet2!

04:21

In this lesson you will create your first chart from the data you have already entered.

Charts are a lot easier to make than most people think. The usual problem I find is that there are columns of data that they don't want to have in the chart. So with that in mind, you will also learn how to select two (or more) separate ranges of data at the same time!

You will also learn how to move your chart to a different sheet (the one we created in the last lecture).

Quiz Number 5
5 questions
02:36

In this lecture you will learn how to add borders to your cells.

Borders are those lines around cells you sometimes see on spreadsheets, aside from the faint grey ones that are there to make them easier to see.

We will have a quick look at the built in border options, and you'll then learn how to build your own custom border from scratch!

02:11

In this lesson you will learn how to personalise Excel's Quick Access Toolbar.

This is a powerful thing to learn. I lose count of how many times I've seen people wasting valuable seconds navigating the ribbons to get to a function they use a hundred times a day!

Once you have this in your skills toolbox, you will be more productive than a lot of people who use Excel everyday!

03:34

In this lesson you learn how to set up your spreadsheet to print.

You will learn a few ways to get to the print interface, and once you're there, you will learn how to make sure your print out always fits on a single page!

The keyboard shortcuts in this lesson are:

CTRL + P to print

04:07

There's nothing more frustrating than scrolling down a huge spreadsheet, not being able to see your headings anymore, so you don't know what you are looking at!

Freezing is the way to get around this problem. It is so useful, I use this feature on every single workbook I have ever made! I'm pretty sure you will too.


01:39

In this lecture we will take a look at Excel's built-in help function.

The help section of Excel is huge! Probably enough to fill a dozen books.

The keyboard shortcut for this lesson is:

F1 (at the top of your keyboard) gets you to Excel help.

06:22

Without doubt, one of the (other) most powerful tools in Excel...the filter.

In this lesson you will learn what a filter is, how to add them, clear them, and generally manipulate them to quickly drill down to see exactly (and only) what you want to see.

You'll also learn how to instantly tell if you have any filters are applied (hint: look at the colour of the row numbers!).

I think you will be using these a lot!

02:03

In this lesson you will learn how to highlight cells in a myriad of colours.

You may want to do this to make certain things stand out (totals for example), or you may use highlighting to show certain cells contain formulas (so don't change them!), or you may choose to highlight cells to show that this is where data needs to be entered.

It's really quick, and really useful.

Quiz Number 6
5 questions
Closing
01:30
Section 6: Bonus Section - The Keyboard Shortcuts
06:45

This lesson is a recap of a bunch of the keyboard shortcuts you have learned to get you whizzing around Excel like a ninja!

The keyboard shortcuts in this lesson are:

CTRL + Arrow Keys to get to the far right, far left, the top or bottom of your data set

If you want to select a row or column, just hold down SHIFT with the above!

CTRL + Home to get to your home cell (the top left in your data set)

SHIFT + Page Up/Down to scroll whole pages at a time

CTRL + Page Up/Down to flip between sheets

CTRL + A to select all of your data table (and again for all of the sheet)

You'll also learn a nifty trick with the format painter!

11:18

This lesson is a recap of the keyboard shortcuts you have learned to get you whizzing around Excel like a super-ninja!

The keyboard shortcuts in this lesson are:

CTRL + C to Copy

CTRL + X to Cut (X looks like scissors, and scissors cut!)

CTRL + V to paste what you've just copied

CTRL + R to fill Right

CTRL + D to fill Down

CTRL + B to Bold your text

CTRL + I to apply Italics

CTRL + U to Underline

CTRL + Z to Undo

CTRL + Y to Redo

CTRL + F to Find

CTRL + H to Replace

CTRL + N to create a new workbook

CTRL + O to Open an existing workbook

CTRL + P to Print

CTRL + S to Save

Wow, that's a lot of shortcuts!

Again, thank you for taking this course, I hope you enjoyed it!

Remember, if you have any questions, please post them in the forum and I will answer them for you!


Alan

Section 7: Bonus Section: Absolute and Relative Cell References
A1 Style - Relative Relative
02:15
$A$1 Style - Absolute Absolute
02:44
$A1 Style - Absolute Relative
02:16
A$1 Style - Relative Absolute
02:01
Section 8: Bonus Section: Student Questions Answered!
20:56

In this first bonus lecture, we will look at reverse engineering a form used by one of our community. There is a lot of ground covered in here, but you may find some gems that make it all click!

06:35

I had a question this morning from one of our community regarding casing...specifically, how do you make the first letter of a word in a cell appear in uppercase. Now, we get into text manipulation in depth in Level 2, but I figured it may be useful to give you a quick heads up on the basics of text manipulation, so that's what I did!


In this new lecture, which you will find in the Student Questions Answered" section, we will look at Excel's built in functions to convert text to upper case, lower case and proper case. Then for good measure, we'll take a look at extracting parts of a cells text from the left, the right and the middle, and finally we'll look at how to build the complex formula to capitalise only the first letter of the text in a cell.


That's quite a lot packed into 6 and a half minutes!

Section 9: Thank You - Your Special Bonus!
Get Your Next Course Now!
02:27

Students Who Viewed This Course Also Viewed

  • Loading
  • Loading
  • Loading

Instructor Biography

Alan Jarvis, Everything Is Easy, Once You Know How

Over 8,500 Happy Students Are Enrolled In My Courses!

Hi, my name is Alan, and I have almost thirty years of experience in teaching various subjects and have held senior management positions at several blue chip and Times Top 100 companies. I now specialise in consultancy and interim work.

My love for Excel began soon after the program was released. Back then, we really only used it for typing tables in our production planning department. If you can believe it, I was taught to then calculate with a calculator and TYPE the answers into Excel...you'd be surprised how many people I meet who still do this!

There were two turning points for me in my journey. The first was a chance conversation with one of our accountants when I was complaining how slow it was to keep having to flip between worksheets to see different bits of data. He introduced me to VLookups and a new world of possibilities opened up. I found that I need never have huge paper accountancy pads (remember those?) and a calculator to produce a production plan again! Suddenly, I could produce my plan in 15 minutes, rather than the day and a half it used to take. I began delving into other features of Excel, and finding ways to incorporate them into the planning "system" I had created, and remember this was back in the day when the internet hadn't been invented! Through trial and error, I refined my Workbook until I could chomp through days of work in seconds, and what's more, using these powerful features of Excel, I could optimise our production runs to get more output from the same working week, something that had never been done before. Promotion soon followed, and I became the "go to guy" for anything Excel related. This was the 90's.

Then, in manufacturing, came the MRP revolution. We had an army of programmers developing a system for us. This was my second turning point. I was awestruck with coders. The skill they had, and how clever they were, and that they were smart enough to go to university in the first place. I wasn't like that. I had no formal education beyond primary and secondary school, but a really cool programmer named Mark let me into a secret...

He said "If you can describe, step by step, how to cross the road without getting killed, you can be a programmer". I recorded my first macro, and took a peek under the hood. I deconstructed the VBA code, and played with it until I understood what everything did. Then I changed it to make it do what I needed it to do.

Since then, I have developed accountancy systems, simple planning systems, full blown MRP systems and scores of stand alone "helper" systems to simplify and speed up work in almost every department in every company I have worked in. Some of the solutions I created 20 years ago are still being used today! If you doubt the power of Excel, it may surprise you to learn that you can run the procurement of a £1.3b (yes, billion) company with an Excel file with a bit of coding behind it. This is a skill that people will pay highly for!

Not everyone wants to go that far, so over the years I have taught people to create efficient solutions for themselves, either with or without coding. Those who took the time to learn have since had multiple promotions, or have started their own businesses! At the very least, they are getting more work done in less time with less headaches :)

If you are a complete beginner, just want to polish up your skills, or want to create sophisticated super efficient solutions for your business or personal life, my series of courses will help you achieve that. All you need is a little time, and a willingness to learn...I'm looking forward to working with you.

Alan

Ready to start learning?
Take This Course