4.69 out of 5
513 reviews on Udemy

Microsoft Excel for Complete Beginners w/ Case Studies

Master or review Excel with 10 real world case studies. Packed with supplemental material for analysts.
Symon He
22,254 students enrolled
English [Auto]
Learn and master Excel from complete beginner to advance
Walk through 10 real-world business case studies
Cover all Excel essential features with Foundation Series
Build Excel models with advanced formulas
Analyze with Pivot Tables, Data Models and Power Pivot
Learn data lookups and preparation including Power Query
Impress with charts, data viz and dynamic reports
Intensive 6-week bootcamp for complete beginners on your own time
Analytics expertise from two practicing professionals
Excel instruction from version 2010 to 2020

This is an Excel master course to ramp up a newbie or to advance an intermediate Excel user.  People learn by practicing, not watching videos about technical details. This course is packed with supplemental material for those who learn by practicing, including 10 real world case studies in addition to 260+ course files for practice. Some students may choose to skip to the intermediate and advance sections.

This course is combination of 3-4 courses from their “bootcamps” to quickly ramp people up to perform analyst work in investment, product management, marketing, finance, operations, and business intelligence. Excel is the essential tool to learn in a business world inundated with data and analysis.  In this course, Symon and Travis will start from the very beginning in Excel. 

Symon and Travis began their way of training Excel while attending MBA program at Stanford and University of Chicago. No matter how smart or patient their classmates were, they couldn’t learn Excel fast enough by first memorizing all the technical features in Excel. People learn by immediately applying their skills to business cases. By combining Excel learning with immediate application to business cases, students learned twice as fast and retained newfound expertise in Excel.

Just take a look at our thousands of 5-star reviews from our other courses to see the value and commitment we give to our students.

Sei Im – 5 Stars

“Great examples and practice scenarios! Pacing of the course was great and very easy to understand even at 1.5x”

Brandon Parker – 5 Stars

“I have a lot of experience building excel models and purchased the course for the case studies. I didn’t expect to learn much from the introductory parts but was surprised to find additional keyboard shortcuts I had never learned as well as powerful new functions that will make my life a lot easier. This course helped me brush up on functionality that I often neglected while using excel and was super comprehensive. I look forward to continuing using this course as additional case studies are added and highly recommend it for even excel experts.”

Why Microsoft Excel?

Regardless of role or industry, nearly everyone in business needs to have an ever growing baseline knowledge of Excel for business analysis.

Whether you’re working in sales, finance, marketing, operations, or investments, knowing your way around Excel and being able to turn complex questions into solutions is critical for success.

Whether you’re working for a company or running your own, being able to make better decisions requires you to be able to analyze and interpret data.

What data do you need? How do you prep that data? How do you analyze it to answer specific questions? How do you structure your analysis? How should you visualize your findings?

In this course, we’re going to show you step-by-step, exactly how to do that, by starting with the very basics.

This course is all about Excel and its application in the business world. Why?

Excel is still the most popular tool used by analysts in all industries, across all roles. It’s used by financial analysts, marketing analysts, sales analysts, and of course, data analysts.

Yes, there are many tools out there but if you learn and master the core concepts and techniques of analysis and modeling in Excel, you’ll be able to apply your knowledge to a broad range of applications.

Pankaj Yadav – 5 Stars

“This course is a perfect start for analytics guys…sometimes we work on all hot tools but forget about the basics..so this course can help in clearing all fundamentals.”

Why learn from us?

Both Travis and Symon have been applying and teaching business intelligence, analytics and modeling since our days in business school for over a decade. Our past students and on-the-job trainees have learned best through this combination of technical knowledge and business application.

Travis went to Chicago Booth business school and Symon went to Stanford Business school.

Between Travis and me, we have worked in various roles as analysts, managers, executives, and entrepreneurs across a dozen industries, including real estate, hospitality, software, and consumer products–and thru this course, you’ll become as well versed in Excel as we are.

By enrolling with us, you will be learning from two industry practitioners using Excel for a combined 35 years across a dozen different roles in half a dozen industries.

Travis has been a digital marketer, investor, and entrepreneur for 20 years. He’s led growth in Asia for Groupon and even helped build Excel when he was as an engineer at Microsoft. He is a data analysis and data visualization expert who pulls from his industry experience to teach some of the advanced data analysis topics you’ll find in this course.

Symon has been using Excel for all sorts of analysis and modeling for 15 years. He has served as a financial analyst, marketing analyst, and even head of marketing analytics across half a dozen industries. If you look at his other courses on Udemy, you’ll see that he is an Excel and analysis ninja, having taught over 200,000 students with nearly 20,000 reviews.

Together, we’ve pulled directly from our personal experience and put everything we could into this course. In fact, all of the case studies you’ll find inside are inspired by real-world projects we’ve worked on.

What if I don’t have any Excel background?

No worries! This is why we start with the very basics in our foundational sections, which is designed to get you familiar with Excel before we move on to more advanced topics. You can be a complete beginner and take this course. It might sometimes feel like you’re drinking out of a fire hose, but if you put in the time and effort we promise you’ll see results by following our course and doing the exercises.

We then progressively increase the difficulty as you move along in the course, culminating in advanced techniques taught through our case studies.

If you do have an Excel background, you can skip or skim through the foundational sections and move directly into the more advanced topics.

Dijil Dev Kuniyil Vela… – 5 Stars

“Very informative, and excellent presentation. I can use most of the techniques on a daily basis, and save lot of time on manual checks.”

Learn through practice.

Like most things in life, becoming proficient at using Excel takes practice. A lot of practice.

Sure, you’ll pick up plenty just from watching, but you’ll be doing yourself a disservice if you don’t download our more than 100 plus custom-built Excel practice files specifically designed to help you master the program.

We’re not done adding all our content yet, either. This class was initially created an “intro” course, but it will soon become a complete coverage of all things essential for any analyst looking to master Excel.

In conclusion, does any of the following apply to you?

1. Do you want to really know your way around Excel?

2. You have data for your work or business but you’re not sure what to make of it?

3. You might know your way around Excel but you’re not confident about how to real world techniques

4. You frequently receive Excel spreadsheets from others but want to better understand how they arrived at their conclusions?

5. You want to learn the best practices when it comes to using Excel in business environments

6. You are intimidated by spreadsheets and terms like Pivot Tables and VLookups

7. You want to learn a skill set that is useful for any role in any industry you get into later.

If so, then take charge and take our course.

You have absolutely ZERO risk. Udemy gives you a solid-as-an-oak-tree 30-day money back guarantee. You have nothing to lose and everything to gain.

So if you’re ready to go from Excel noob to Excel ninja, enroll now!

Start Here


Welcome to the course! This Excel course is designed for the complete beginner with little to no experience. If you have some experience already, feel free to skip or breeze thru the "foundations" sections to the more advanced topics.

A few things before we begin

Dropbox link to coure files

Jumpstart Case - A Little Fun with MBA Statistics

Jumpstart Overview

Overview of this quick jumpstart section to get your feet wet.

Demo: Excel Model from Raw Data in 5 Minutes

Quick demo of going from raw data to simple Excel model

Explaining the ROI Calculator

Creating an ROI calculator with Excel

Foundations: Knowing your way around Excel

Overview of knowing your way around Excel

The rest of this section will get you used to the Excel interface.

Overview of the Excel Interface

A brief introduction to the basic Excel interface.

Adding, Deleting, and Editing Data

Adding, deleting, and editing data in a cell.

Formatting Cells

Formatting cells in Excel.

Formatting Numbers

Formatting Numbers in Excel

Suggestion: Use Excel in First Business Case Study

Checkout the case studies for deeper learning.

Data Selection in Excel

How to select data in Excel.

Intro to Excel Shortcuts

A brief introduction to Excel shortcuts.

Excel Navigation Shortcuts

The most commonly used Excel shortcuts for navigation.

Inserting and Deleting Columns and Rows

How to insert and delete rows and columns in Excel.

Autofit Column and Row Sizes

How to autofit column and row sizes in Excel

50 Time Saving Excel Shortcuts

50 time saving Excel shortcuts

Freezing Panes and Splitting Boxes

How to freeze panes and create split boxes in Excel.

Grouping and Hiding Rows and Columns

How to group and hide rows and columns in Excel.

Foundations: Essential Excel Functions, Formulas, and Concepts

Overview of Foundations; Essential Excel Functions and Formulas

The rest of this section will help you learn essential Excel functions and formulas you'll frequently use for work, regardless of your role or industry.

Doing basic math in Excel

Learn how to use basic math operations in Excel.

Doing conditional math in Excel

Learn how to do conditional math operations in Excel

MIN, MAX, and AVG Functions

Using the MIN, MAX, and AVG functions in Excel.

Logical Operators and Functions

How to do logical operations and use logical functions in Excel.

Cell Reference Anchoring and Naming

How to use cell references and names in Excel.

Intro to Array Functions

How to use Array functions in Excel.

Internal Rate of Return Functions

A brief intro to IRR functions in Excel and how they differ.

Net Present Value Function

Understanding the NPV concept and function in Excel.

Calculating CAGR

What is CAGR and how to calculate it in Excel.

Loan Amortization Schedule

How to build a loan amortization schedule in Excel.

Auditing Formulas

How to audit formulas in Excel.

Fill Commands

How to use Fill commands in Excel.

IS Function

In this lecture, we introduce you to the IS function in Excel and go over a common usage.

Rounding Functions

Introduction to Rounding functions in Excel.

Foundations: Mastering Times, Dates, and Text

Section Overview

Section overview of Dates, Times, and Text data in Excel.

How Excel Handles Dates, Times, and Text Data

Overview of how Excel Handles Dates, Times, and Text Data in Excel.

Case Functions

How to change the case of words in Excel.

Combining Strings of Text

How to combine strings of text together in Excel.

Cutting Substrings from Text 1/2

How to cut a substring from a longer string of text in Excel part 1 of 2

Cutting Substrings from Text 2/2

How to cut a substring from a longer string of text in Excel part 2 of 2

Note Date Format Issues
Searching Text in Data

How to search thru text in data in Excel.

Splitting Text Into Multiple Columns

How to split text from 1 column into multiple columns in Excel

Converting Date and Text into Numeric Values

How to convert date and text data into numeric values in Excel.

Adding and Subtracting Date Values

How to add and subtract date values in Excel.

Compiling Monthly and Annual Totals

How to compile monthly and annual totals.

Combining Date and Time Values

Combining Date and Time Values in Excel

Adding and Subtracting Time Values

How to add and subtract time values in Excel.

Hours of the Day Analysis

How to run an "hour of the day" analysis in Excel.

Day of the Week Analysis

How to run a "day of the week" analysis in Excel.

TODAY Function

Using the Today() function in Excel.

Foundations: Essential Statistics for Excel

Over of Essential Statistics for Excel

Section overview for essential statistics in Excel.

Descriptive and inferential statistics

An introduction to essential statistical concepts.

The three averages: Mean, Median, and Mode

Calculating the three averages in Excel: Mean, Median, and Mode

Percentiles and percentileranks

Doing percentile and percentile ranks in Excel.

Frequency distributions

Doing frequency distributions in Excel.

Standard deviation and variance

Calculating standard deviations and variance in Excel.

Finding trends in data

Finding trends in data in Excel.

Correlation in data

How to do correlations in Excel data.

Essentials Excel Charts for Business

Overview of Excel Charts

Section overview of Excel Charts.

Types of Excel Charts

A brief introduction to the main Excel chart types.

Pie Chart

How to make a pie chart in Excel.

Bar Chart

How to make a bar chart in Excel.

Line Chart

How to make a line chart in Excel.

Bubble Chart

How to make a bubble chart in Excel.

Area Chart

How to make an area chart in Excel.

Scatter Plot

How to make a scatter plot in Excel.

Stacked Column Chart

How to make a stacked column chart in Excel.

100% Stacked Column Chart

How to make a 100% stacked column chart in Excel.

Clustered Column Chart

How to make a clustered column chart in Excel.

Gantt Chart

How to make a gantt chart in Excel.

Bullet Chart

How to make a bullet chart in Excel.

Combination Chart

How to make a combination chart in Excel.

Waterfall Chart

How to make a waterfall chart in Excel.

Lookups and Data Functions

Intro to Data and Lookup Formulas

Intro to data and lookup formulas.

VLOOKUP to Look Up Rows

Learn Excel's most used lookup function called VLOOKUP.

HLOOKUP to Look Up Columns

Learn HLOOKUP, which is a horizontal version of VLOOKUP.

Naming Arrays

Naming arrays is a good practice as you progress from beginner to intermediate level.

Branching with IF Statements

Branching IF statements allow you to create more sophisticated logic such as putting things into categories.

IF and ISNUMBER Catch Errors

Catching errors is important to prevent data problems.

SUMIF, COUNTIF and Dropdowns

Combine counting and adding with filtering using SUMIF and COUNTIF.

Unique Lists and Duplicates

Dealing with duplicates and making unique lists are very useful tools.

INDEX with MATCH for Fast Flexible Lookups

Learn the basics of using two functions together that provide very flexible data handling in your formulas.

DSUM and Database Functions

Learn how to use database functions in Excel

SMALL and LARGE to Rank

Assigning a rank to items in your data is a frequent requirement.  Learn how to do this in Excel.

Multi-Conditions with INDEX and MATCH

Learn how to use INDEX and MATCH in a more sophisticated way.  You can construct multiple conditions with it that is more easy to read than using branching IF statements.

Analyzing with Pivot Tables

Overview of Pivot Tables

Section overview for pivot tables

Pivot Table Quick Tour

Quick walk-through of pivot tables in Excel

Data Prep for Pivot Tables

Learn common data preparation tasks and concerns before using pivot tables

Pivot Table Builder

Get to know the main user interface for creating and interacting with pivot tables.

Creating Groupings

Custom groupings allow users to organize rows and columns

You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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19 hours on-demand video
3 articles
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Access on mobile and TV
Certificate of Completion
Microsoft Excel for Complete Beginners w/ Case Studies
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