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Ricardo R. Trujeque

This introductory Excel course will equip you with a strong foundational knowledge of Excel to organize, analyze and work with data. You will develop essential Excel skills, such as simple data wrangling and managing spreadsheets, along with a foundational understanding of business data analysis.

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This introductory Excel course will equip you with a strong foundational knowledge of Excel to organize, analyze and work with data. You will develop essential Excel skills, such as simple data wrangling and managing spreadsheets, along with a foundational understanding of business data analysis.

The course is designed for those with little or no functional knowledge of Excel, as well as those who regularly use Excel at a basic level, but wish to enhance their skills. From basic operations to an introduction to more advanced techniques, within six weeks you’ll gain the confidence to navigate the Excel interface, master essential spreadsheet functions, perform calculations and produce creative charts and graphs from your data, while building an aptitude for data analysis that is critical to the success of any organization.

What you'll learn

  • Excel fundamentals.
  • Data entry and editing using various formats.
  • Performing calculations using formulas and functions.
  • How to format and optimize spreadsheets.
  • How to manage spreadsheets using Filter and sort table data capabilities.
  • Previewing and printing.
  • Effective data visualization using basic charts.

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What's inside

Learning objectives

  • Excel fundamentals.
  • Data entry and editing using various formats.
  • Performing calculations using formulas and functions.
  • How to format and optimize spreadsheets.
  • How to manage spreadsheets using filter and sort table data capabilities.
  • Previewing and printing.
  • Effective data visualization using basic charts.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Develops foundational Excel skills, which are core requirements in business data analysis
Offers a comprehensive study of fundamental spreadsheet operations, a common task in the workplace
Builds a strong foundation for data analysis using Excel, which is highly relevant in organizations
Appropriate for those new to Excel or seeking to enhance their basic skills
Taught by recognized experts in the field, ensuring quality instruction
Course is beginner-friendly, ensuring accessibility for those with little or no prior knowledge

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Excel for Everyone: Core Foundations with these activities:
Attend Virtual Study Sessions
Enhance your understanding by collaborating with peers in virtual study sessions to discuss concepts and solve problems.
Show steps
  • Join or create a virtual study group.
  • Review course materials together.
  • Discuss concepts and ask questions.
  • Work together on practice exercises.
Read The Data Science Handbook
Build a strong foundation in data science concepts by reviewing this foundational text.
Show steps
  • Read and summarize the key concepts in each chapter.
  • Underline, highlight, or annotate important passages.
  • Take notes on the key ideas and how they relate to the course.
Attend Advanced Excel Workshop
Develop advanced Excel skills by attending a workshop tailored to specific areas of Excel functionality.
Browse courses on Advanced Excel Techniques
Show steps
  • Research and identify relevant Excel workshops.
  • Register for a workshop that aligns with your learning needs.
  • Actively participate in the workshop.
  • Apply the skills learned to your own projects.
Four other activities
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Explore Pivot Tables and Power Query
Expand your Excel skills by exploring advanced features like Pivot Tables and Power Query to manage and analyze data efficiently.
Browse courses on Advanced Excel Techniques
Show steps
  • Follow online tutorials on using Pivot Tables.
  • Create Pivot Tables from sample datasets.
  • Explore the features and applications of Power Query.
  • Apply Power Query to streamline data transformation tasks.
Prepare an Excel Data Analysis Report
Showcase your data analysis skills by creating a comprehensive Excel report that communicates insights from your data analysis.
Browse courses on Data Analysis
Show steps
  • Gather and organize the data for your analysis.
  • Conduct data analysis using Excel tools and functions.
  • Develop insights and conclusions based on your analysis.
  • Create an Excel report presenting your findings, insights, and recommendations.
Create Excel Dashboards
Develop your data visualization skills by creating interactive Excel dashboards to present data insights.
Browse courses on Data Presentation
Show steps
  • Identify the key data points to visualize.
  • Design the layout and structure of your dashboard.
  • Use appropriate charts and graphs to present the data.
  • Add interactivity to enhance the user experience.
  • Share and present your dashboard to gather feedback.
Develop an Excel Application
Solidify your Excel skills by developing a practical Excel application that addresses a real-world problem.
Browse courses on Project-Based Learning
Show steps
  • Identify a problem or opportunity that can be solved with Excel.
  • Design and plan the structure of your application.
  • Develop the core functionality and features of the application.
  • Test and refine the application to ensure accuracy and efficiency.
  • Present or share your application with others to demonstrate your skills.

Career center

Learners who complete Excel for Everyone: Core Foundations will develop knowledge and skills that may be useful to these careers:
Data Analyst
A Data Analyst collects, processes, analyzes, and interprets data to draw meaningful insights and inform decision-making. The Excel for Everyone: Core Foundations course provides a strong foundation in data wrangling, spreadsheet management, and business data analysis, equipping you with essential skills for success in this role. By mastering Excel's capabilities, you'll be able to effectively organize, analyze, and visualize data, uncovering patterns and trends to drive informed decision-making.
Financial Analyst
A Financial Analyst evaluates and interprets financial data to make informed investment decisions. The Excel for Everyone: Core Foundations course provides a solid foundation in financial data analysis, spreadsheet management, and essential Excel functions. You'll learn to perform calculations, format spreadsheets, and create clear and concise charts and graphs, enabling you to effectively analyze financial data, identify trends, and make informed recommendations.
Product Manager
A Product Manager is responsible for the development and management of a product or service. The Excel for Everyone: Core Foundations course equips you with the Excel skills necessary to analyze market data, track product performance, and create clear and concise visualizations. These skills are essential for success in product management, as they enable you to make informed decisions, track progress, and communicate effectively with stakeholders.
Management Consultant
A Management Consultant provides advice and support to organizations on improving their operations and performance. The Excel for Everyone: Core Foundations course equips you with the Excel skills necessary to analyze data, create clear and concise visualizations, and communicate insights effectively. These skills are essential for success in management consulting, as they enable you to identify problems, develop solutions, and track progress towards organizational goals.
Market Researcher
A Market Researcher gathers and analyzes data to understand market trends, customer behavior, and industry dynamics. The Excel for Everyone: Core Foundations course provides a strong foundation in data wrangling, spreadsheet management, and data visualization. You'll learn to effectively organize and analyze market data, create compelling charts and graphs, and draw meaningful insights to inform decision-making.
Operations Analyst
An Operations Analyst analyzes operational data to identify areas for improvement and optimize processes. The Excel for Everyone: Core Foundations course provides a strong foundation in data analysis, spreadsheet management, and process optimization. You'll learn to effectively organize and analyze operational data, identify bottlenecks and inefficiencies, and develop data-driven solutions to improve performance.
Project Manager
A Project Manager plans, executes, and monitors projects to ensure their successful completion. The Excel for Everyone: Core Foundations course provides a strong foundation in project management, spreadsheet management, and data visualization. You'll learn to effectively plan and track projects, manage resources, and communicate project updates, enabling you to deliver projects on time, within budget, and to the desired quality.
Business Analyst
A Business Analyst identifies and analyzes business needs and develops solutions to improve efficiency and performance. The Excel for Everyone: Core Foundations course provides a strong foundation in data analysis, spreadsheet management, and business process improvement. You'll learn to effectively analyze business data, identify pain points, and develop data-driven recommendations to optimize operations.
Supply Chain Manager
A Supply Chain Manager oversees the flow of goods and services within an organization. The Excel for Everyone: Core Foundations course may be useful as it provides a foundation in data analysis and spreadsheet management. While it does not cover advanced supply chain management concepts, it can help you build a foundation for further learning in this field.
Marketing Manager
A Marketing Manager plans and executes marketing campaigns to promote products or services. The Excel for Everyone: Core Foundations course may be useful as it provides a foundation in data analysis and spreadsheet management. While it does not cover advanced marketing concepts, it can help you build a foundation for further learning in this field.
Sales Manager
A Sales Manager leads and manages a team of sales professionals. The Excel for Everyone: Core Foundations course may be useful as it provides a foundation in data analysis and spreadsheet management. While it does not cover advanced sales management concepts, it can help you build a foundation for further learning in this field.
Data Scientist
A Data Scientist uses data to solve complex business problems and make predictions. The Excel for Everyone: Core Foundations course may be useful as it provides a foundation in data analysis and spreadsheet management. While it does not cover advanced data science techniques, it can help you build a foundation for further learning in this field.
Operations Manager
An Operations Manager oversees the day-to-day operations of an organization. The Excel for Everyone: Core Foundations course may be useful as it provides a foundation in data analysis and spreadsheet management. While it does not cover advanced operations management concepts, it can help you build a foundation for further learning in this field.
Financial Planner
A Financial Planner helps individuals and families manage their finances and plan for the future. The Excel for Everyone: Core Foundations course may be useful as it provides a foundation in financial data analysis and spreadsheet management. While it does not cover advanced financial planning concepts, it can help you build a foundation for further learning in this field.
Human Resources Manager
A Human Resources Manager oversees all aspects of human resources within an organization. The Excel for Everyone: Core Foundations course may be useful as it provides a foundation in data management and spreadsheet management. While it does not cover advanced human resources concepts, it can help you build a foundation for further learning in this field.

Reading list

We've selected 14 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Excel for Everyone: Core Foundations.
Comprehensive reference guide to Microsoft Excel. It covers all the features of Excel, from the basics to the most advanced.
Comprehensive guide to Microsoft Excel 2019. It covers all the basics of Excel, from data entry and formatting to creating charts and graphs. It also includes more advanced topics, such as data analysis and pivot tables.
Provides a comprehensive guide to using Power Pivot and Power BI for data modeling and business intelligence. It covers all the basics of data modeling, from creating data models to creating reports and visualizations.
Provides a step-by-step guide to data analysis using Microsoft Excel. It covers all the basics of data analysis, from data cleaning and preparation to creating charts and graphs.
Comprehensive guide to Microsoft Excel 2016. It covers all the basics of Excel, from data entry and formatting to creating charts and graphs. It great option for those who are upgrading to Excel 2016 or who want a comprehensive reference guide.
Beginner-friendly guide to Microsoft Excel. It covers all the basics of Excel, from data entry and formatting to creating charts and graphs. It great option for those who are new to Excel or who need a refresher.
Provides a comprehensive guide to creating dashboards and reports in Microsoft Excel. It covers all the basics of dashboard design, from data visualization to creating interactive reports.
Provides a comprehensive guide to Microsoft Excel 2013. It covers all the basics of Excel, from data entry and formatting to creating charts and graphs. It also includes more advanced topics, such as data analysis and pivot tables.
Provides a comprehensive guide to Microsoft Excel 2010. It covers all the basics of Excel, from data entry and formatting to creating charts and graphs. It also includes more advanced topics, such as data analysis and pivot tables.
Provides a comprehensive guide to Microsoft Excel 2007. It covers all the basics of Excel, from data entry and formatting to creating charts and graphs. It also includes more advanced topics, such as data analysis and pivot tables.
Provides a beginner-friendly guide to programming in Excel using VBA. It covers all the basics of VBA, from creating macros to automating tasks.
Provides a comprehensive guide to Microsoft Excel 2003. It covers all the basics of Excel, from data entry and formatting to creating charts and graphs. It also includes more advanced topics, such as data analysis and pivot tables.
Provides a comprehensive guide to Microsoft Excel 2002. It covers all the basics of Excel, from data entry and formatting to creating charts and graphs. It also includes more advanced topics, such as data analysis and pivot tables.
Provides a comprehensive guide to Microsoft Excel 2000. It covers all the basics of Excel, from data entry and formatting to creating charts and graphs. It also includes more advanced topics, such as data analysis and pivot tables.

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