Introduction
Your first step into Excel for Microsoft 365
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Discover what's possible with Excel
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1. Establish Your Excel Foundation
Navigate Excel's essentials: Workbooks, sheets, and cells
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Find any feature: Ribbon, menus, and search
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Never lose your work: AutoSave, undo, and recovery
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Expert tip: Hidden in plain sight
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2. Enter Data with Confidence
A guide to data entry basics
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Quick formatting for clean data
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Navigate and restructure your data
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Enter dates and times efficiently
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AutoFill to repeat patterns
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Flash Fill to let Excel guess the pattern
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Drop-down lists and checkboxes to control input
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Challenge: Prepare the employee list
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Solution: Prepare the employee list
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Expert tip: The forgetting curve
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3. Build Your First Formula
Create your first formula
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Save time with quick calculations and AutoSum
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Formula toolkit: SUM, AVERAGE, and COUNT
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Calculate percentages
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Lock cells to copy formulas correctly
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Challenge: Calculate total and running total percentages
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Solution: Calculate total and running total percentages
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Expert tip: A rule that saves hours
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4. Explore Smarter Formulas with Functions
Apply the IF function for logical tests
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Common formula errors explained
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IFERROR: Catch and fix errors
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XLOOKUP: Find data instantly
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Formulas that spill: One formula, many results
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Challenge: Find values and calculate percentage change
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Solution: Find values and calculate percentage change
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Expert tip: Excel keeps evolving
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5. Work across Sheets and Files
Work with multiple sheets
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Group sheets for bulk edits
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Paste Special: Values, formulas, and more
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Expert tip: Give the mess a structure
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6. Sort, Filter, and Manage Data
Sort data your way
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Filter to get exactly what you need
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Remove duplicates in seconds
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Find and replace data quickly
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Freeze panes: Lock rows and columns
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Why Excel tables make your work easier
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Challenge: Turn a messy dataset into a clean table
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Solution: Turn a messy dataset into a clean table
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Expert tip: Structure before style
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7. Summarize Data with PivotTables
Build your first PivotTable
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Add calculations to your PivotTable
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Customize and format PivotTables
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Expert tip: Simple beats complicated
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8. Visualize Insights with Your Data
Conditional formatting: Highlight key data
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Create your first chart
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Build charts that compare
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Challenge: Build an interactive chart
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Solution: Build an interactive chart
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Expert tip: What your audience won't tell you
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9. Share and Protect Your Work
Protect sheets and workbooks
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Share files and add comments
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Leverage Sheet View for team collaboration
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Expert tip: Make it easy to consume
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10. Boost Your Work with Excel Copilot
Excel Copilot: A smart work assistant
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Formulas made easy with Copilot
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Get formula suggestions from Copilot
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Expert tip: Don't fall for fake productivity
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Conclusion
You're ready: Take the next step with Excel
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Ex_Files_Excel_EssT_MSFT_365.zip
(6.3 MB)