• £100

Excel For Beginners

  • Course
  • 25 Lessons

MS Excel is one of the most commonly used software tools within finance functions across the UK, and as a result it plays a key component within most accounting, bookkeeping and tax apprenticeships and diploma qualifications, in particular within the Association of Accounting Technicians (AAT) and the Association of Tax Technicians (ATT) diplomas.

Contents

Excel Lesson 1

Welcome to the very first Excel lesson 1 video, in this mini series we are going to go through the very basics of excel together. There is a pdf transcript which can also be downloaded at the end of the page for each lesson.

Lesson 1A

In this video we will cover:

  1. Getting started with Excel – How to open a blank workbook

  2. Spreadsheet structure – rows and columns

  3. A whistle-stop tour around Excel including home, insert, page layout, formulas, data, review, help.

  4. Worksheets versus work tabs

  5. Moving around Excel

Lesson 1B

In this video we discuss:

  1. Basic formatting – (changing the look and layout of data)

  2. Changing the format of number data cells

  3. Formatting with the Ctrl button

  4. How to undo a cell

Lesson 1C

In this final video in lesson 1 we cover:

  1. Adding new rows in Excel with keyboard shortcuts– different ways

  2. Adding new columns in Excel with keyboard shortcuts– different ways

  3. How to undo and redo

Lesson-1A-Transcript.pdf
Excel lesson 1 Part 1 of 3.mp4
Excel lesson 1 Part 2 of 3.mp4
Excel lesson 1 Part 3 of 3.mp4

Excel Lesson 2

Lesson 2A

In lesson two we are going to step it up a notch and look at how we can use formulas within excel to save us time when analysing large volumes of data. In this video we cover:
 
1. Changing row height – amending the row height with the mouse and how to amend this back to the default height
2. Changing column width – a mending the column width with the mouse and how to amend this back to the default height
3. Adding cells – using the top bar with a formula and cell section as well as individual cell selection

Lesson 2B

In this video we cover:

1. Subtracting cells – using the top bar with a formula and cell section as well as individual cell selection
2. How to copy formulas with quickly to other cells (“dragging down method”)
3. Multiplying cells together to give a total
4 Dividing cells together to give a total
5. Using the SUM Function and how this works – different ways of using the SUM function

Lesson 2C

In this final video of lesson 2 we are going to look at:
 
1.  Using the Average Function – this creates an average total on a range of cells
2.  Where you can find the average on each excel sheet
3.  How to check spelling
4.  How to check for duplication
5.  How to remove duplicate cells
6.  How to use conditional formatting

Excel lesson 2 Part 1 of 3.mp4
Excel lesson 2 Part 2 of 3.mp4
Excel lesson 2 Part 3 of 3.mp4

Excel Lesson 3

Lesson 3A

In lesson 3 we are stepping it up once again and we will be looking at more complex functions within Excel. In this video we will cover:

  1. How to use the ABS function and what this does

  2. How to use the INT function and what this does

Lesson 3B

In this video we will cover:

  1. How to use absolute addressing ($) – before a column and before a row and how the totals differ depending on where the absolute addressing is placed

Lesson 3C

In this video we will cover:

  1. How to use the date function

  2. How to use the text function

  3. How to use the concatenate function

Lesson 3D

In this video we will cover:

  1. How to hide and unhide columns

  2. How to use the IF function & what it does

  3. How to create a blank text within formulas

Lesson 3E

In this video we will cover:

  1. How to use the Vlookup function (vertical lookups)

Lesson 3F

In this video we will cover:

  1. How to use the Hlookup function (horizontal lookups)

  2. How to use the Xlookup function and why this can save you time over using the vlookup function with mass data.

Excel lesson 3 Part 1 of 5.mp4
Excel lesson 3 Part 2 of 5.mp4
Excel lesson 3 Part 3 of 5 1 of 2.mp4
Excel lesson 3 Part 3 of 5 2 of 2.mp4
Excel lesson 3 Part 4 of 5.mp4
Excel lesson 3 Part 5 of 5.mp4

Excel Lesson 4

Lesson 4A

In lesson 4 we are stepping it up once again and we will be looking at more functions within Excel, data sorting and filtering as well as statistic function and how to add notes and commentary for review. In this video we will cover:

  1. Find and replace function

Lesson 4B

In this video we cover:

  1. Sorting and filtering data

Lesson 4C

In this video we cover:

  1. Linking in excel & hyperlinks

  2. Screenshots in Excel

  3. Statistic functions COUNT & AVEREAGE

Lesson 4D

In this video we cover:

  1. Statistic functions –  SUMIF, MIN, MAX, ROUND UP, ROUNDDOWN

  2. Analysis – RANKING

Lesson 4E

In this final video of lesson 4 we will cover the following:

  1. Adding comments

  2. Adding notes

  3. Freeze panes

Excel Lesson 4 part 1 of 5.mp4
Excel Lesson 4 part 2 of 5.mp4
Excel Lesson 4 part 3 of 5.mp4
Excel Lesson 4 part 4 of 5.mp4
Excel Lesson 4 part 5 of 5.mp4

Excel Lesson 5

In lesson 5 we are stepping it up for one last time and we will be looking at creating management reports with the use of charts and pivot tables. In this video we will cover:

  1. Chart types

  2. How to create a chart (using a pie chart example)

  3. How to edit and format a chart

Lesson 5B

In this video we cover:

  1. How to create a chart (using a 3-d column chart example)

  2. How to copy and paste a chart with keyboard shortcuts

  3. How to copy and paste a chart using the copy and paste in Home

  4. How to change the chart type

Lesson 5C

In this video we cover:

  1. How to format the legend on a chart

  2. How to change the a chart layout

  3. How to add chart elements

  4. How to print a chart

  5. Different paste formats

Lesson 5D

In this video we cover:

  1. How to create a pivot table

  2. How to format a pivot table

  3. Using filters on a pivot table

  4. Changing row and columns in a pivot table

Lesson 5E

In the final lesson of this Excel course we cover:

  1. Creating a pivot chart from a pivot table

  2. How to format a pivot chart from a pivot table

  3. Using goal seek

Lesson 5 1 of 3.mp4
Lesson 5 2 of 2.mp4
Lesson 5 3 of 5.mp4
Lesson 5 4 of 5.mp4
Lesson 5 5 of 5.mp4

Excel Quiz

Summarise your knowledge by completing this Excel quiz

Excel Quiz

Summary

Congratulations on completing the excel for beginners course with finance basics. The last part of this course is the multiple choice quiz which will test your knowledge on everything that you have learnt on the course. Once completed you will receive a certificate of completion for the excel for beginners course.

Finance-Basics-excel-course-handout (1).pdf