Excel Essential Training (Microsoft 365)

Introduction

• Your first step into Excel for Microsoft 365
• Discover what's possible with Excel

1. Establish Your Excel Foundation

• Navigate Excel's essentials: Workbooks, sheets, and cells
• Find any feature: Ribbon, menus, and search
• Never lose your work: AutoSave, undo, and recovery
• Expert tip: Hidden in plain sight

2. Enter Data with Confidence

• A guide to data entry basics
• Quick formatting for clean data
• Navigate and restructure your data
• Enter dates and times efficiently
• AutoFill to repeat patterns
• Flash Fill to let Excel guess the pattern
• Drop-down lists and checkboxes to control input
• Challenge: Prepare the employee list
• Solution: Prepare the employee list
• Expert tip: The forgetting curve

3. Build Your First Formula

• Create your first formula
• Save time with quick calculations and AutoSum
• Formula toolkit: SUM, AVERAGE, and COUNT
• Calculate percentages
• Lock cells to copy formulas correctly
• Challenge: Calculate total and running total percentages
• Solution: Calculate total and running total percentages
• Expert tip: A rule that saves hours

4. Explore Smarter Formulas with Functions

• Apply the IF function for logical tests
• Common formula errors explained
• IFERROR: Catch and fix errors
• XLOOKUP: Find data instantly
• Formulas that spill: One formula, many results
• Challenge: Find values and calculate percentage change
• Solution: Find values and calculate percentage change
• Expert tip: Excel keeps evolving

5. Work across Sheets and Files

• Work with multiple sheets
• Group sheets for bulk edits
• Paste Special: Values, formulas, and more
• Expert tip: Give the mess a structure

6. Sort, Filter, and Manage Data

• Sort data your way
• Filter to get exactly what you need
• Remove duplicates in seconds
• Find and replace data quickly
• Freeze panes: Lock rows and columns
• Why Excel tables make your work easier
• Challenge: Turn a messy dataset into a clean table
• Solution: Turn a messy dataset into a clean table
• Expert tip: Structure before style

7. Summarize Data with PivotTables

• Build your first PivotTable
• Add calculations to your PivotTable
• Customize and format PivotTables
• Expert tip: Simple beats complicated

8. Visualize Insights with Your Data

• Conditional formatting: Highlight key data
• Create your first chart
• Build charts that compare
• Challenge: Build an interactive chart
• Solution: Build an interactive chart
• Expert tip: What your audience won't tell you

9. Share and Protect Your Work

• Protect sheets and workbooks
• Share files and add comments
• Leverage Sheet View for team collaboration
• Expert tip: Make it easy to consume

10. Boost Your Work with Excel Copilot

• Excel Copilot: A smart work assistant
• Formulas made easy with Copilot
• Get formula suggestions from Copilot
• Expert tip: Don't fall for fake productivity

Conclusion

• You're ready: Take the next step with Excel