Excel Crash Course

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What You’ll Learn

  • Master basic to advanced Excel features
  • Develop skills in data management, including importing, exporting, and transforming data using Power Query.
  • Create and customize charts and visualizations
  • Automate repetitive tasks using macros and VBA
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Who is this for?

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Excel Course Outline

1. Welcome to Excel

  • Getting Started with Excel
  • Excel for Mac Quick Setup
  • Using the Keyboard to Navigate the Excel Ribbon
  • Ribbon Layout
  • Excel Settings Overview
  • Basic Excel Shortcuts, Navigation & Editing
  • Course Downloads

2. Excel Basics

  • Creating and Saving Workbooks
  • Basic Formatting
  • Referencing Cells from Other Worksheets and Workbooks
  • Entering & Editing Data
  • Basic Excel Shortcuts and Navigation
  • Quiz: Excel Basics Review

3. Data Entry and Management

  • Autofill
  • Working with Ranges
  • Resizing, Freezing, and Hiding Rows and Columns
  • Working with Multiple Worksheets and Workbooks
  • Find and Replace
  • Data Validation and Drop-Down Lists

4. Formatting and Styles

  • Intro to Formatting
  • Formatting Numbers, Dates, and Times
  • Font Styles, Text Wrapping, and Alignment
  • Cell Borders and Merging
  • Conditional Formatting
  • Custom Formatting and Dynamic Headers
  • Exercise: Formatting Data

5. Formulas

  • Introduction to Formulas
  • Arithmetic Formulas
  • Applying Formulas to Dates
  • Copying and Cutting Formulas
  • Cell References and Anchoring Cells
  • Hiding Rows and Columns with Formulas
  • Exercise: Formulas 101


6. Functions

  • Introduction to Excel Functions
  • Arithmetic Functions (SUM, COUNT, etc.)
  • Logical Functions (IF, IFS, AND, OR)
  • Counting Functions (COUNTIF, COUNTIFS)
  • Statistical Functions (MEDIAN, STANDARD DEVIATION)
  • Lookup Functions (VLOOKUP, HLOOKUP, XLOOKUP, INDEX, MATCH)
  • Date Functions (EOMONTH, EDATE, YEARFRAC, DAY, MONTH, YEAR)
  • Text Functions (LEN, LEFT, RIGHT, MID, REPLACE)
  • Advanced Functions (SUMPRODUCT, NPV, XNPV, IRR, XIRR)
  • Exercise: Crunching Numbers with Excel Functions


7. Data Filtering and Sorting

  • Intro to Filtering
  • Advanced Filtering
  • Sorting Data
  • Exercise: Filtering and Sorting Data

8. PivotTables and PivotCharts

  • Creating PivotTables and PivotCharts
  • Using the Field List to Arrange Fields
  • Grouping, Filtering, and Analyzing Data with PivotTables
  • Creating a PivotChart
  • Exercise: PivotTable Analysis

9. Creating Charts

  • Introduction to Charts
  • Adding Titles, Legends, and Data Tables
  • Using Sparklines to Show Data Trends
  • Adding Trend Lines and Moving Averages
  • Updating Data in Existing Charts
  • Exercise: Creating and Customizing Charts

10. Advanced Data Management

  • Importing and Exporting Data (Text, CSV)
  • Using Power Query for Data Import and Transformation
  • Splitting and Merging Data
  • Handling Duplicate Values
  • Scenario Analysis and Data Tables

11. Automation and Custom Functions

  • Introduction to Macros and VBA
  • Recording and Running Macros
  • Creating Custom Functions with LAMBDA
  • Using Custom Functions Across Multiple Workbooks
  • Exercise: Automation with Macros and Custom Functions

12. Sharing and Co-authoring

  • Sharing Workbooks and Collaborating in Real-Time
  • Best Practices for Co-authoring
  • Protecting and Securing Excel Files
  • Saving or Converting to PDF
  • Comments and Notes

13. Data Analysis Project

  • Data Analysis Project: Introduction and Formulas
  • Data Analysis Project: Crunching Numbers with Excel Functions
  • Final Review and Application of Skills

14. Where to Keep Learning Excel

  • Recommended Resources for Advanced Learning
  • Excel Communities and Forums
  • Continuous Learning and Certification Paths

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