📊

Kevin's 15-Minute Microsoft Excel Tutorial

Jul 12, 2024

Kevin's 15-Minute Microsoft Excel Tutorial

Introduction

  • Microsoft Excel is a powerful tool for data analysis.
  • Two ways to get started:
    1. Use excel.new in a web browser (Free and functional).
    2. Install Excel via Microsoft 365 (Paid).

Initial Setup

  • Start Page Overview: Blank workbook, templates, recent workbooks.
  • Workbook Structure:
    • Cells (rectangles)
    • Columns (letters)
    • Rows (numbers)
    • Cell identification by column and row (e.g., E7).
  • Zoom In/Out:
    • Use bottom right-hand corner zoom slider
    • Press Ctrl + Mouse Wheel.

Data Entry

  • Enter headers in cells (e.g., Sales, Date).
  • Navigate cells using Tab, Arrow, or Enter keys.
  • Auto-fill patterns like dates and numbers by dragging the fill handle.

Formatting Data

  • Number Formatting: Add thousands separator, remove decimal places.
  • Pro Tip: Ctrl + 1 to open format cells dialog.
  • Text Fitting: Double-click on column lines to auto-fit content.
  • Hiding/Showing Columns: Right-click to hide or unhide columns.

Rearranging Data

  • Move columns using Shift + Drag.

Table Creation and Formatting

  • Insert Table: Use the Insert tab to add tables.
  • Table Benefits: Banded rows, easily readable, total rows.
  • Conditional Formatting: Use color scales to visualize data ranges.

Basic Calculations

  • Status Bar Summary: Highlight cells to see sums.
  • Analyze Data Pane: Ask questions to get insights automatically.
  • Formulas: Enter formulas using = (e.g., =SUM(B2:B4)).

Sorting and Filtering Data

  • Use arrows next to headers for sorting and filtering (e.g., sort from largest to smallest).

Chart Creation

  • Insert Charts: Use Insert tab to add charts (e.g., line charts for data visualization).

Pivot Tables

  • Insert Pivot Table: Use Insert tab, place on new worksheet.
  • Configuration: Drag fields into values, rows, columns, and filters.
  • Functionality: Summarize values, show percentages of grand totals.

Sharing Workbooks

  • Share Button: Ensure workbook is in OneDrive to share with team members.

Conclusion

  • Further Learning: Check out the provided playlist and courses for in-depth learning.
  • Subscriptions and Updates: Subscribe for more videos.