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Microsoft Excel in 15 minutes
Jul 12, 2024
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Microsoft Excel in 15 minutes
Introduction
Excel is a tool for data analysis and gaining insights.
Focus on how to use it efficiently.
Getting Excel
Web Version
: Go to excel.new in your web browser, log in (free).
Desktop Version
: Install via Microsoft 365 (requires purchase).
Starting Excel
Start Page
: Options for blank workbook, templates, and recent workbooks.
Creating a New Workbook
: Blank workbook with cells organized in columns (letters) and rows (numbers).
Basic Navigation
Cells
: Intersection of columns and rows (e.g., E7).
Zoom
: Bottom right corner or control + mouse wheel.
Entering Data
Headers
: Insert headers (e.g., Sales, Date).
Navigation
: Use mouse, tab, arrow keys.
Auto-Fill
: Dragging fill handle for patterns (dates, numbers).
Formatting Data
Thousands Separator
: Home tab, add thousands separator icon.
Remove Decimal Places
: Icon next to thousands separator icon.
Format Cells
: Control + 1 key for format cells dialog.
Adding Context
Notes Column
: Adding a notes column with an explanation.
Auto-Fit Columns
: Double-click line between columns to auto-fit.
Hide/Unhide Columns
: Right-click to hide or unhide.
Reorganizing Data
Move Columns
: Press shift, hover over edge, drag to new position.
Fit Contents
: Click icon on top, adjust width.
Tables
Insert Table
: Insert tab, select table, check 'headers'.
Total Row
: Enable total row, use drop-down for functions (sum, etc.).
Conditional Formatting
Apply Rules
: Home tab, conditional formatting, choose rules (e.g., color scales).
Simple Analysis
Status Bar
: Quick calculation (totals, averages) by highlighting.
Analyze Data
: Home tab, analyze data pane for quick insights.
Formulas and Functions
Basic Formulas
: Using equal sign (
=
) for formulas (addition, etc.).
SUM Function
:
=SUM(range)
to quickly sum a range of cells.
Sorting and Filtering
Sort Data
: Click arrow in header, choose sorting order.
Filter Data
: Select specific criteria to filter.
Charts
Insert Chart
: Insert tab, recommended charts, choose type (e.g., line chart).
Pivot Tables
Create Pivot Table
: Insert tab, choose data range, new worksheet.
Drag and Drop Fields
: Use pivot table fields to customize data analysis.
Show Values As
: Option to show values as percentage of total, etc.
Sharing Workbooks
Share Button
: Save workbook on OneDrive, click share, enter people's emails.
Conclusion
Overview of Excel for data analysis.
Links for further learning and structured courses.
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Full transcript