Microsoft Excel For Business

Manage contact information in Excel, craft personalized communications, and summarize products and services using tables, pivot tables, and calendars for marketing insights, then share with mail merge and templates.

Learn to manage customer, vendor, and employee contacts in Excel by formatting as a table, using sort, filter, and totals, and splitting names with proper, left, and search text functions.

Learn to manage customer, vendor, and employee data in Excel by building tables, sorting and filtering, using text to columns, and applying the end-of-month function to standardize dates.

Discover how to create personalized letters with mail merge in Word using an Excel employee list, inserting fields like first name, address, department, hire date, and phone.

Create personalized mail merge letters from Excel data using if-then-else rules to tailor content based on whether a home phone number is on file, preview results, and generate final letters.

Explore how pivot tables in Excel summarize and analyze a catalog of products and services, showing counts, average costs, and min/max prices for informed sales insights.

Analyze customer and employee demographics with excel pivot tables, compute ages using the Year function, and group into four ranges to inform sales, marketing, and HR decisions.

Leverage Excel templates from backstage to create scheduling and marketing calendars, customize company details and images, and print monthly, quarterly, or yearly calendars.

Learn to manage money with Excel by budgeting, visualizing cash flow, consolidating data from multiple worksheets, and tracking loans with account registers and data validation.

Learn to build budgets across locations in Excel by standardizing expense categories, linking monthly values in grouped worksheets, applying a custom not-applicable format, and summarizing with sums for cash flow.

Learn to consolidate multi-location budgets in Excel using three dimensional formulas and the consolidation tool, create subtotals on a summary sheet, and link data for automatic updates.

Apply sparklines and charts to budgets, freeze panes to preserve labels, and use consolidation, subtotals, and secondary axes for a clear, flexible budgeting overview.

Model amortized and term loans in Excel using the payment function and CUMIPMT to compare monthly costs and total interest.

Apply data validation in the account register to enforce predefined expense categories, using an in-cell dropdown and validation rules to highlight or warn on invalid entries.

Master the sales process from prospecting to follow-up and manage it with Excel tools—database and date functions, lookups, slicers, timelines—to support pipelines, invoicing, accounts receivable, and scheduling.

Learn to manage the sales pipeline in Excel by cleaning opportunities data: sort and remove duplicates, unlock specific columns, and protect the sheet with a password.

Explore how to manage the sales pipeline in Excel for business by using slicers, timelines, and a pivot table to filter opportunities and visualize the funnel.

Automate invoice creation in Excel using a VLOOKUP to pull the class description and price from the class list into the invoice by class ID.

Calculate invoice due dates with workday and net 30 terms, assess aging by delinquent, past due, and current statuses, and summarize open invoices and total due for collections and reporting.

Learn to gauge business status with Excel by analyzing cash flow, ratios, and financial statements. Develop professional presentations and forecasts using Excel tools for planning and decision making.

Explore how financial statements—balance sheet, income statement, and cash flows—provide a standardized, GAAP-based view of a business’s status, enabling informed decisions and credible communication with banks, investors, and managers.

Configure cash flow statements in excel using a template, set a fiscal year name, and link labels to that year for one-point data entry and consistent referencing.

Configure cash flow labels and use trace precedents to reveal inputs from January through May. Link to the cash flow summary chart for quick navigation and accuracy.

Explore how to assess a business’s financial health using balance sheet basics—assets, liabilities, and owners equity—and analyze liquidity with current and quick ratios, including Excel exercises.

Use Excel's what-if analysis and goal seek to determine the cash on hand needed to reach a 0.5 quick ratio on the balance sheet, then document the result for management.

Improve income statements by ensuring accurate data, readable design, and branded headers and footers, while leveraging Excel file properties and metadata for professional sharing.

Configure print settings and export options in Excel to finalize financial statements, apply consistent branding with Calibri fonts, set print area, margins, orientation, and fit sheet on one page.

Explore how Excel equips business professionals to manage contact lists, marketing, mail merge, budgets, cash flow, and financial statements like balance sheets and income statements.