Microsoft Excel for Business Professionals

Tips, Tricks, and Best Practices Straight from Corporate America
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• 5,317 students enrolled
Instructed by Calvin Liu Business / Other
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  • Lectures 30
  • Length 2.5 hours
  • Skill Level All Levels
  • 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 5/2015 English

Course Description

In today's day and age, Microsoft Excel is fully integrated in all businesses. Mastering its functionality is not only recommended, it is required.

"Microsoft Excel For Business Professionals" is not your average Excel course. What sets this course apart is its business centric focus. Frankly- if you are looking for complex macros or building information databases- this course is not for you.

This course is specifically tailored for those working in some form of business capacity. If you want to develop Excel skills applicable to any trade/business, instantly boost your resume, and outperform your peers, then this course is for you.

My name is Calvin and I am the instructor for this course. I have been fortunate to be employed by arguably the largest professional services firm in the world with high profile clients such as Disney, Edison International, Nike, Dreamworks, and Fox- many of which I have had the opportunity to work directly with.

While these high profile clients may seem glamorous, I am down in the trenches- preparing and reviewing workpaper after workpaper, spreadsheet after spreadsheet. Naturally throughout my experience, I have seen a common thread of Excel tips, tricks, and best practices that companies across the board use. Mastering these skills is an important addition to any business professional's arsenal of skills. Through step by step guides, downloadable spreadsheet, and project based examples, this course will impart this knowledge to you.

By taking this course you will be able to:

  • Analyze and Manipulate Data
  • Execute beginner and Intermediate Excel Functions
  • Perform Business Centric Excel Formulas
  • Save Time and Effort in Your Work
  • Prepare Standardized/Properly Referenced Workpapers
  • ... Become a Better Business Professional!

So what are you waiting for? With Udemy's 30 day money back guarantee, you have nothing to lose!


What Business Excel Really Means:

I've received a lot of questions on what Excel for Business really means. Using Microsoft Excel in a business setting can be boiled down to three broad categories:

Data Manipulation

How do you take large data sets and extract the information you need? Furthermore, how do you take the information you need and forecast results? Using Excel in a business setting is about taking raw data and transforming it meaningful information. Many of these functions and calculations are already baked into the Excel software.


When you're working with thousands of transactions and billions of dollars, Excel can perform calculations in seconds which otherwise would take hours manually. Using Excel correctly can not only save you countless number of hours, but also, can save your company countless number of dollars.

Model Building

There are three keys in building a strong model- flexibility, results, and clarity. Flexibility means that a user can change any inputs and the model will automatically calculate a new result. Whether it's forecasts or estimates, inputs are always changing. Building a model that can accommodate that is the foundation to any good model. Secondly, you must learn to present information in a clear, concise, and visually appealing manner. If someone can't understand, it won't matter how good your model is. Lastly, you must build a model that not only applies the correct logic, but can you give information that solves problems.

What are the requirements?

  • Microsoft Excel 2007 or 2010

What am I going to get from this course?

  • Analyze and Manipulate Data
  • Execute Beginner and Intermediate Excel Functions
  • Perform Business Centric Excel Formulas
  • Save Time and Effort in Work
  • Prepare Standardized/Properly Referenced Workpapers

Who is the target audience?

  • Anyone working in a business capacity
  • Small Business Owners
  • Prospective Job Hunters

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
Navigating Excel
Section 2: Excel Functions
Case Study 1: Barney's Investment Management Firm
Formulas 101
Basic Formulas
Absolute Verse Relative
Section 3: Data Analysis
Case Study 2: Wood Floors Depot
Manipulating Data
If Analysis
Custom Inputs
Pivot Tables
Section 4: Use Excel For
Use Excel For..
Excel For Finance Data Set
Excel for Finance
Excel for Marketing Data Set
Excel for Marketing
Spreadsheet Download: Accounting
Excel for Accounting
Section 5: Workpaper Preparation

Continue to work with the prior section's spreadsheet, Wood Floor Depot, and follow along this section's lectures!

Secret for Success
Conditional Formatting
Section 6: Course Wrap Up
Spreadsheet Download: Excel Hacks
Excel Hacks
Section 7: Take Action!
Translating your skills to real life

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Instructor Biography

My name is Calvin and I run TaxSavingStrategy. I am a Certified Public Accountant and work full time as a tax consultant with clients ranging from individuals to Fortune 500 companies. I graduated with both a Bachelor's in Accounting as well as a Master's in Business Taxation.

I understand that the complexities of tax law can be a daunting task especially for those who have no background. However, if you don't at least try, you will never really know. Let me illustrate with a example from my personal life. When I decided to make TaxSavingStrategy, I had to face the daunting challenge of making a website. Coming from a business background, I have zero coding knowledge so building a website seemed impossible. I took the time to learn some basic fundamentals and the site you see today was 100% built by me. It took me a couple hours to learn the basics. I'm still not an expert and I still don't know coding; but as you can see, I was able to create a full functioning website, something that I did not think was ever possible.

My point? We fear the unknown. We make things out to be much harder than they are. You are more capable than you think you are. In today's digital era, there are so many resources that can significantly reduce the learning curve. This introductory course sets out to do that. Use this as a guide to become an informed individual. No you won't be an expert, but by the end, you will be equipped with strategies that can make a difference.

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