
Master data analysis, reconciliation, and advanced reporting with lookups, formulas, and pivot tables. Tackle real-world projects and become a valuable Excel specialist through structured, project-based learning.
Learn to optimize video clarity in the course player by turning on hd mode using the hd button or gear icon, and setting to 720p for sharp playback.
Our first project, check the resources for some quick reference guides.
Learn to format cells and columns in Excel by uniform column widths, text alignment, and bold headings for a clean aging report with comma formatting.
Learn how to create and copy a sum formula in Excel, apply it across columns, and format a clean, print-ready report with borders, gridlines, and landscape setup.
Learn to save work in Excel, choosing between CSV, Excel workbook, and PDF formats; understand that CSV has no formatting and how to share clean data with the customer.
Learn to manage a multi-company aging report in Excel with top totals, filters, and quick copy-paste shortcuts, plus find and replace to convert blanks into zeros.
Learn to apply Excel filters to sort data, filter by color, and use numeric and top-n filters; use subtotal to sum only visible data.
Explore subtotals in Excel to compute sums, averages, and counts within the visible range using function numbers 1–11, and learn to clear filters, insert functions, and sort data.
Discover how to freeze panes to keep headings and certain columns visible, format cells for dates and currency, and set the print range.
Define the print area to include only your data, adjust margins and scaling in page setup, and preview to ensure headings repeat on pages and the content fits.
Learn how to use wrap text in Excel headings to fit long column titles, by enabling wrap text in the Home tab, adjusting row height, and aligning text for readability.
Learn to build arithmetic formulas in Excel to calculate current invoices under 60 days and the past two invoices, copy formulas efficiently, and format aging data for clear invoice tracking.
Explore how to add and manage comments in Excel, format and position them, and use filters and borders to highlight over 100 days, with tips for printing and reviewing comments.
Learn to copy and move multiple tabs in a spreadsheet, rename sheets, and create a consolidated report by linking data across tabs.
Link data across multiple tabs in Excel and build custom lists, using paste special transpose to convert vertical months to horizontal, then consolidate sales by person.
Explore merging text from multiple cells into one with concatenate, adjust formatting for last name, comma, and space, then finalize with paste values and tidy layout.
Learn to build a professional Excel chart by selecting four salespeople’s monthly sales, inserting a 2D column chart, excluding totals, and adding a clear title and legend.
Learn to insert pictures, word art, and smart art in Excel and build an org chart with hierarchy, shapes, and formatting for polished reports.
Learn how to transfer invoice data from email into Excel for seven invoices, create an invoice details worksheet with headings, and use a look up formula for fast reconciliation.
Master vlookups in Excel using the insert function wizard to pull the customer name, invoice date, and total from a lookup table, with the leftmost column requirement.
Master anchoring our formulas in Excel by using F4 to create absolute and mixed references, copy formulas across rows and columns, and understand when to lock rows, columns, or ranges.
Polish data for management by formatting headings, dates, and numbers; use apostrophes to show text or formulas; convert lookups to values and prepare a print-ready one-page report.
Use vlookup to pull invoice totals from a separate spreadsheet by matching company names, then learn its first-match limitation and how to sum by company with a pivot table.
learn to summarize data in excel using a pivot table, including configuring fields, filtering by company, and totaling invoice totals for quick analysis.
Explore how to use the If/Then formula in Excel to test logic, flag invoices over 2000, and prepare data for pivot table analysis.
Learn to build a pivot table report showing company, invoice number, date, and total for invoices over 2000, using pivot table options, filters, and subtotals.
Explore essential Excel options for working with pivot tables, including enabling formula autocomplete, choosing A1-style references over R1C1, and managing get pivot table data and functions for clearer formulas.
Explore building a nested and formula in Excel to identify invoices between 1000 and 2000, using greater than or equal to 1000 and less than or equal to 2000.
Add new columns to a pivot table by adjusting the data source and dragging fields into the pivot; format subtotals, borders, and headings for a clear, printable multi-page report.
Excel Master Course for the Real World
From Beginner to Excel Guru
This course was designed to take Excel users at any level, whether you are someone who is just starting out with Excel or someone who has used Excel for years but you just know that there is so must more you could be doing with Excel and by the end of the course turn you into an Excel Guru.
People who take my courses usually end up knowing more about analyzing and managing data in Excel than 90% of people you meet in your working career, and for a large population of my students this percentage would be closer to 95-99%. That is my goal, to give you the skills necessary to become the “Excel Superstar" in your office or at your university.
You will find this course to be designed a little different than all other courses and that is what makes it so effective.
What makes this course so effective and so unique?
You are by newest employee and I've created a fictitious boss that gives us real world projects to us to complete.
Each email project builds upon what you've learned in the previous projects.
So instead of just going through Excel's interface and learning one thing at a time we learn how to use all of the tools in Excel simultaneously to complete each project.
The difference?
You will learn start to think in terms of solving real-world problems where Excel is a just a powerful tool that we use to get to the end result rather than just learning how to do things in Excel.
At the end of this course, Excel will just become the “go-to" tool in your arsenal used to solve the problem and get the job done.
It won't matter if you need to prepare a quick report or a major analysis that you need to send out to a 3rd party or month-end reconciliations and analysis.
Whether you are preparing a budget for a fortune 500 company or reconciling your checkbook
at home.
We'll naturally learn to use Excel as the powerful tool it was designed to be to solve any problems we encounter.
This course is divided into three sections:
Excel, the Basics and Beyond
Ultimate Reconciliations and Analysis
and lastly, Pivot Table Domination.
In the first section, we take a fresh look at all of the basics in Excel.
Every thing from:
In the second section, we learn how to analyze and reconcile data in Excel. This is truly the meat and potatoes of Microsoft Excel.
We'll cover:
In the third section we cover everything you ever wanted to know about pivot tables.
As you can probably tell I love Excel, I use it for pretty much everything but there is one other thing I'd like to mention.
Listen, I'm can't make any guarantees but when the US economy took a turn for the worse back in 2009, I saw a lot of people lose their jobs due to company's downsizing.
Simple economics - Sales decreased so the first cut always seems to be cuts to the headcount. It's the quickest way to cut costs.
This is a sad but true realty.
But I truly believe that my ability to manage and analyze data so effectively in Excel helped me remain gainfully employed while other people were “downsized."
Most of these people weren't bad employees but by really understanding how manage data in Excel set some people apart from others.
And those of us who super-efficiently managed, reconciled and analyzed data (With Microsoft Excel) where typically the one's who remained.
Another area where becoming a master of managing data in Excel really helps is on job interviews.
Most people you work for in business will not know as must as you will about managing, analyzing and reconciling data in Excel.
So they tend to rely a lot on you to produce reports and analysis that they need.
So become almost like a “right-hand" man (or woman) to your boss. This not only helps in your job security but also you tend to work on a lot of the items that your boss is working, helping you grow you career as much as help your boss.
A true Win-Win!
So let me show you exactly how I manage projects using Microsoft Excel to the most productive (and valuable) employee you can possibly be.
What are you waiting for?
Let's get started Right Now!