Microsoft Excel Quick Overview

Getting Started with Excel

• Accessing Excel:
  • Method 1: Navigate to excel.new in browser (free with login).
  • Method 2: Install Excel on desktop via Microsoft 365 (purchase required).

Launching Excel

• On launch, you land on the start page:
  • Option to create a new workbook.
  • Various templates available.
  • Access recent workbooks.

Understanding the Excel Interface

• Cells: Individual rectangles on the screen.
• Columns: Labeled with letters (A, B, C, ...).
• Rows: Labeled with numbers (1, 2, 3, ...).
• Cell Reference: Intersection of column and row (e.g., E7).

Zooming In & Out

• Use zoom control in the bottom right corner or hold Control and scroll mouse wheel.

Entering Data

• Click into a cell to enter data.
• Use Tab or Arrow keys to navigate between cells.
• Excel can detect patterns (e.g., dragging to fill in months automatically).

Formatting Data

• Use thousands separator for better readability.
• Adjust decimal places as needed.
• Shortcut: Control + 1 opens the format cells dialog.

Adding Notes

• Create a new header (e.g., "Notes") and add explanations.
• Use double-click between columns to auto-fit content.

Managing Columns

• Right-click to delete or hide columns.
• Use Insert option to add rows or columns easily.

Rearranging Data

• Highlight data and drag to move columns.
• Adjust column widths for visibility.

Creating Tables

• Use Insert > Table to convert data range into a formatted table.
• Enable Total Row for summary calculations.

Analyzing Data

• Use Conditional Formatting for visual data insights.
• Check total sales in Q1 using the Status Bar or by asking Excel.

Functions & Formulas

• Use SUM function to calculate totals efficiently.
• Access popular functions from the Formulas tab.

Sorting & Filtering Data

• Use Sorting to organize data from largest to smallest.
• Filter options to view specific data ranges (e.g., Q1).

Creating Charts

• Use Insert > Charts to visualize data.
• Recommended charts can help display trends clearly.

Pivot Tables

• Insert a Pivot Table for advanced data analysis.
• Drag and drop fields to summarize and analyze data.

Sharing Your Workbook

• Click on Share to collaborate with team members (requires OneDrive).

Conclusion

• Overview provides foundational skills for data analysis in Excel.
• Additional resources:
  • Playlist for self-paced learning.
  • Structured course available for fundamentals.
• Encourage subscription for more content.