
Master the fundamentals of Microsoft Excel, from the absolute basics to formulas and functions, charts, and pivot tables, to become proficient for answering business questions.
Explore how Microsoft Excel functions as spreadsheet software to analyze data and reveal insights with formulas, conditional formatting, charts, pivot tables, and collaboration.
Choose from plans or a one-time purchase to get Excel, or use Excel on the web for free by signing in with a Microsoft account on office.com for desktop use.
Explore the Excel start screen, create a new blank workbook, browse templates, manage recent and pinned workbooks, and open files from cloud or pc.
Explore the Excel interface by examining a workbook, an Excel file made of multiple worksheets, and navigate among them using the bottom tab strip.
Explore how Excel's tabs and the ribbon organize tools, with quick access toolbar shortcuts for features like conditional formatting, and use the search to locate commands.
Explore navigating an Excel worksheet by locating cells in columns and rows, noting the name box and precise cell location, and using arrows, enter, tab, and scroll controls.
Navigate through a workbook by clicking the welcome sheet, the summary sheet, or the formula sheet, and using the bottom tabs, arrows, and right-click options to add or delete sheets.
Learn how to get help in Excel by using the home tab, hover tooltips and shortcuts, insert a table, use the help pane, and explore VLOOKUP basics with feedback options.
Enter quarterly revenue data in Excel, use the fill handle to auto-increment quarters, format values as currency, and apply formatting to cells with copy formats and the format painter.
Adjust column width and row height in Excel, use the divider to resize, and double-click for best fit to contents, including applying best fit to multiple columns or all data.
Enter and format dates and times in Excel, learn how dates are stored as numbers, identify invalid dates like September 31, and use 24‑hour time or am/pm formats.
Learn to speed data entry in Excel by selecting a range of cells and using the tab key to move within the selection, then type values for different markets.
Save your workbook by opening the file menu, choosing save a copy, and selecting a cloud option (OneDrive or SharePoint) or a local computer location.
Save your workbook to the cloud with OneDrive or SharePoint to back up your file, enable auto save, access version history, and collaborate with others at the same time.
Learn to format your workbook in Excel for beginners by applying cell styles, customizing fonts, colors, and borders, and using format painter to copy formatting across headings.
Convert data to an Excel table using format as table or CTRL+T, choose a style with headers, then use table design to filter, sort, and add a sum or average.
Learn to insert rows and columns to create white space, and use insert options to shift cells right or down without disturbing existing data.
Learn to copy and move a table in Excel by cutting and pasting, dragging by the boundary to reposition, shifting columns, and creating copies with copy and paste.
Apply conditional formatting to make data easier to understand at a glance by using color scales and data bars to compare items.
Hide and unhide rows and columns in Excel by selecting rows, right-clicking to hide or unhide, and using the top-left triangle to reveal all data.
Use find and replace on selected cells to spell out quarter instead of q, leaving numbers untouched, and tailor options to scope, formatting, and match criteria before replacing all.
Explore how to use Excel formulas and the status bar to compute totals and metrics for an income statement, including sum, average, count, min, and max.
Learn to create a basic Excel formula by using = to add values from multiple cells, reference cell B5, C5, and D5, and update automatically when source cells change.
Copy and extend formulas across cells to repeat formulas efficiently using the fill handle and ctrl+enter, with relative references that adjust automatically for revenue, cost, and profit calculations.
Learn to build formulas in Excel using relative and absolute references. Name cells with the Name Manager for cleaner, reusable calculations.
Learn to calculate your share of profit in Excel by entering an equals formula, selecting profit value of 14, and dividing by 2 with forward slash to split two ways.
Apply the order of operations in Excel to compute tax on profits by first subtracting cost from revenue, then multiplying by the tax rate, using parentheses to enforce the sequence.
Learn how to use common Excel functions such as sum, max, min, count, and average, including inserting functions, passing arguments, and summing ranges with shortcuts like alt + =.
Learn how to use VLOOKUP, the vertical lookup function, to fetch product prices from a table by looking up the chocolate chip cookie with leftmost-column lookup and exact-match (false) options.
Explore how XLOOKUP improves on VLOOKUP by enabling flexible lookups, returning multiple columns such as price and cost, and customizing not found messages, and choosing exact or approximate match modes.
Learn to insert and format charts in Excel to visually tell a data story, using line and column charts, chart design options, and keyboard shortcuts.
Explore how to use Excel's analyze data tools to generate charts, apply quick analysis, and visualize insights with pivot charts, data bars, and percent of total.
Learn to sort data in Excel using multiple methods and levels to rank revenue and customer IDs, with options to sort by cell value, color, font, or conditional formatting.
Filter data in Excel to view orders by customer 1 or revenue above 12,000. Use the data tab or home tab and Ctrl+Shift+L to apply filters and copy visible rows.
Use Excel sheet view to save a filter set named 'Customer1Over12K', then open filter view to quickly apply it and analyze customer 1 over 12k revenue.
Master pivot tables in Excel by dragging fields to rows, columns, and values to summarize revenue and order counts by customer and product, with filters, sorts, and a slicer.
Learn how to separate first and last names and merge them into a full name using Excel's flash fill, with Ctrl+E and data tab tools for quick data transformation.
You’ll learn the essentials of Excel in just 2 hours.
Having worked at Microsoft and on Excel, we focus on the core functionality that most people use to make you productive as quickly as possible vs. digging into every single feature available. This way, you’ll have a strong foundation to start getting insights from your data.
Build a strong foundation
We start with the absolute basics. When you first open Excel, it may appear somewhat intimidating with so many different buttons and controls. It may even feel like the cockpit of a jet plane. To demystify Excel, we begin by walking through the interface and covering how you can easily get back to the controls that you use most often.
Next, we delve into how you can enter data efficiently and format it so that it looks good. We then save the workbook in a way that lets us collaborate with others in real time and gives us access to something called version history so you can easily jump back to earlier versions.
Formulas and functions made easy
Once we save our workbook, you’ll learn all about formulas and functions to help you answer those critical business questions. Here too we cover the basics, like how to use the status bar for simple metrics, how to enter a formula by referencing cells, and how to reference cells relatively, absolutely, or with naming.
From there, we move on to some of the most used Excel functions, like SUM, MAX, MIN, COUNT, AVERAGE, VLOOKUP, and XLOOKUP. You’ll understand how functions work and how to make sense of other functions not covered in this course, as there are over 500 functions in Excel.
Visualize your data with charts
We then launch into how to visualize your data using charts and conditional formatting. Charts make it easy to see trends and anomalies in your data that you might otherwise miss by just looking at your data.
Explore your data with sorting, filtering, and pivot tables
Sorting and filtering come next, which lets you manipulate how to view your data. You’ll also discover how pivot tables work and how you can analyze data simply by dragging and dropping fields. With the magic of pivot tables, you don’t even need to enter in formulas or functions to quickly summarize your data.
Focus on just what matters
Throughout this course, you’ll learn quick shortcuts to make you more efficient, like how you can flash fill to separate or merge columns, how to split panes to view far away rows at the same time, and even how to print just what you need.
By the end of this course, you'll gain a strong foundation in Excel & you’ll be well on your way to understanding the story behind your data. Join me, your host, to master the essentials of Excel.