Intro to Excel

This is course starts at a beginner level but it is for people who work in Excel everyday, so it will be longer and more extensive than your average beginner class. Since you work in Excel daily it will touch topics usually reserved for intermediate classes, like Pivot Tables, Power Query, and Automations, but not in depth. We’ll dig deeper on those in the intermediate class.

By the end of this course, participants will be comfortable that they can build/edit a productive spreadsheet that they use regularly to get their work done and recognize when a spreadsheet task requires intermediate skills.

INTRODUCTION

1. Course overview
   • Beginner vs Intermediate
   • Target audience
2. File management
   • Save
   • Save As
   • AutoSave
   • Versions
   • Naming Conventions
   • Storage Conventions
   • Terminology (sheets vs tabs and more)
3. The ribbon and menus
   • The ribbon
     • Customizing
     • Show/Hide options
     • Search in contextual menu
   • Quick Access Toolbar (QAT)
     • Customizing
4. Short cut keys and other hacks
   • Shortcut resource (Microsoft: Official Shortcuts)
   • Navigation and navigating worksheets
     • Tabs (worksheets)
     • Ranges, F5, and Name Manager
     • Using View menu and Navigation pane
   • Copy and paste
     • Ctrl + C and Ctrl + V
     • Paste Special
     • Using arrow keys with control and shift
5. Formatting
   • Columns and rows
   • Text and shading
   • Borders
   • Numbers and dates
6. Building Formulas and using Functions
   • Straight math
   • Editing
   • Elevated math
   • Function directory
   • Copy and pasting formulas (using $)
   • Boolean functions

LISTS AND TABLES

Overview

1. Structuring a list and using tables
   • Functional vs Aesthetic
   • Fields
   • Records
   • Ranges/Names
2. When you have multiple lists
   • Organizing them
   • Range names
3. Pivot Table Preview (Sales by Territory)

Working With Lists and Tables

1. Building your list, creating a Table
2. Editing
3. Formatting
4. Filtering and sorting
   • UNIQUE function
   • SUMIF function
5. Formulas in a list or table
   • VLOOKUP
   • Math (Gross Margin)

Pivot Tables

1. Create a Pivot Table – Round 2
   • Sales region
2. Edit a Pivot Table
   • Formatting – Design Tab
   • Formatting – Context Menu
   • Filtering and Sorting
   • Product Category (Column, Filter, Slicer)
   • Totals and Subtotals (Region within Group)
3. Retrieving Data from a Pivot Table
   • GETPIVOTDATA

CONCLUSION AND NEXT STEPS

1. Preview of Power Query
2. Preview of Automations