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Coursera

Excel 365 Fundamentals – Getting Started and Core Skills

Packt via Coursera

Overview

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This course features Coursera Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. Learn the core skills needed to navigate and master Microsoft Excel 365 in this comprehensive beginner course. From basic navigation to more advanced formula creation and data analysis, this course is designed to provide you with a solid foundation for using Excel effectively in various contexts. Throughout the course, you'll engage in hands-on exercises that will reinforce the concepts and techniques covered in the lessons. You'll explore how to navigate the Excel interface, customize your workspace, and efficiently create and manage spreadsheets, followed by mastering essential formulas and formatting features. The course journey starts with an introduction to Excel 365 and its online portal, providing you with a user-friendly guide to start working. It then takes you step-by-step through critical tasks like creating spreadsheets, applying functions and formulas, and organizing your data with tables and lists. You'll also learn how to present your findings with charts and apply advanced formatting techniques to enhance the appearance and usability of your worksheets. This course is perfect for beginners with little to no experience in Excel. It is designed for individuals who want to develop their foundational skills in spreadsheet creation, data organization, and basic data analysis. There are no prerequisites, making it ideal for anyone looking to improve their Excel skills from scratch. By the end of the course, you will be able to confidently navigate Excel 365, create spreadsheets, apply formulas, format data, analyze information, and collaborate in real-time with others.

Syllabus

  • Microsoft Excel 365 Beginner – Course Introduction
    • In this module, we will introduce the Excel 365 Beginner course and provide an overview of what to expect. You’ll also learn how to access and navigate the online portal, followed by an exercise to solidify your foundational Excel knowledge.
  • Get Started in Excel 365
    • In this module, we will guide you through the steps to launch Excel and explore its interface. You’ll also learn how to personalize your workspace with the Quick Access Toolbar and keyboard shortcuts to boost your productivity.
  • Create an Excel Spreadsheet
    • In this module, we will teach you how to create and manage Excel spreadsheets. You will explore templates, organize workbooks, and practice entering and formatting data, including text, numbers, and dates.
  • Introduction to Excel Formulas
    • In this module, we will introduce you to the fundamentals of Excel formulas, starting with the order of operations (BODMAS). You’ll also learn how to create simple formulas and explore key functions for everyday calculations.
  • Use Named Ranges
    • In this module, we will explain how named ranges can simplify and clarify your Excel formulas. You’ll also gain hands-on experience creating and using named ranges in your own spreadsheets.
  • Format Numbers and Cells
    • In this module, we will cover various formatting techniques, including applying number formats, customizing cells, and using AutoFormat to style your worksheets quickly and uniformly.
  • Excel Tables
    • In this module, we will show you how to work with Excel tables, including converting data to tables, using structured references, and practicing with real-world exercises to master table management.
  • Format Worksheets
    • In this module, we will demonstrate various formatting techniques, including organizing rows and columns, aligning text and numbers, and applying themes to give your worksheets a professional finish.
  • Excel Lists
    • In this module, we will guide you through effective list management in Excel, from sorting and filtering data to adding subtotals and applying custom sorting rules for more flexible analysis.
  • Move and Link to Data
    • In this module, we will teach you how to efficiently move, link, and copy data across worksheets. You’ll also learn about 3D referencing and how to use hyperlinks to navigate between data sets.
  • Introduction to Intermediate Formulas
    • In this module, we will introduce intermediate formulas, including lookup functions, logical tests, and text manipulation techniques to help you manage more complex data analysis tasks.
  • Analyze Data
    • In this module, we will explore data analysis techniques, including using the Quick Analysis tool, selecting charts, and creating in-cell charts to quickly highlight trends and insights in your data.
  • Conditional Formatting
    • In this module, we will show you how to apply conditional formatting in Excel, including using data bars, color scales, and icon sets to visually highlight key data points and trends.
  • Insert Pictures and Other Graphics
    • In this module, we will teach you how to insert and format images, icons, and diagrams to make your spreadsheets more engaging. You’ll also learn to collaborate with threaded comments for better teamwork.
  • Work with Views
    • In this module, we will cover workbook view management techniques, including adjusting zoom levels, arranging multiple worksheets, and freezing panes for easier data navigation.
  • Prepare for Printing
    • In this module, we will guide you through the steps to prepare your worksheets for printing, from adjusting margins and orientation to inserting headers, footers, and page breaks for professional presentation.
  • Finalizing the Spreadsheet
    • In this module, we will show you how to finalize your workbook by protecting data, inspecting for errors, and saving it in various formats for easier sharing and compatibility.
  • Excel 365 Online
    • In this module, we will introduce you to Excel 365 Online, where you’ll learn how to collaborate in real-time, share workbooks, and integrate your Excel files with Microsoft Teams for efficient teamwork.
  • Microsoft Excel 365 Beginner – Conclusion
    • In this module, we will wrap up the beginner course by reviewing key takeaways and guiding you on your next steps to continue mastering Excel skills for personal or professional use.

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Packt - Course Instructors

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