Office skills
Master Excel Day to Day: Formulas, PivotTables and Charts
Do you build spreadsheets every week? This course teaches you to get them right, step by step, on real Excel screens:
- Enter data and calculate correctly: formulas, references, error messages
- Organize your lists: tables, conditions, lookups
- Summarize and present: PivotTables and charts
You repeat the steps in a starting workbook, then compare your work with the solution.
- Level: beginner to intermediate
- Length: 5 h 47
- Available in English, French and Spanish
An independent course, not affiliated with Microsoft. Microsoft and Excel are trademarks of the Microsoft group of companies.
Free sample lesson · Module 0 · 8 min 05 s
What you see, what the cell holds
In the full course: 42 more lessons, starting workbooks and solutions, and 8 exercises with solutions. Buy the full course
Who it is for
Office staff, assistants, bookkeepers, managers, freelancers and small business owners: anyone who builds or receives spreadsheets every week, beginner or self-taught. You need Excel on Windows or a Mac (ideally Microsoft 365, otherwise Excel 2024). Knowing how to open and save a file is enough.
How the course is made
Real screens from Excel for Microsoft 365 on Windows, in the language of the version you choose, with the function names of that language. A badge points out what is missing in Excel 2024 or on a Mac.
Depending on your Excel, the arguments of a formula are separated by a comma or a semicolon. Module 1 shows you which one your Excel uses.
One rule of caution runs through the whole course: check a result by a second means before you move on.
Course outline
A sample lesson, then eight modules: 43 lessons in all. Open a module to see its lessons.
Module 0Sample lesson
- 0.1What you see, what the cell holds Free sample lesson8 min
Module 1Get started with Excel and set it up for your language
- 1.1Your Excelversion, display language, separators7 min
- 1.2Find your wayworkbook, sheet, cell, range, ribbon, formula bar, Name Box8 min
- 1.3Enter data without trapsnumbers, text, dates, percentages8 min
- 1.4Copy and fillfill handle, series, Flash Fill7 min
- 1.5Organize and saverows, columns, sheets, frozen panes, file formats, useful shortcuts9 min
Module 2Formulas and references
- 2.1First formulathe equals sign, operators, parentheses, and your Excel’s separator8 min
- 2.2Basic functionsSUM, AVERAGE, COUNT, COUNTA, MIN, MAX, and AutoSum8 min
- 2.3Copy a formularelative references8 min
- 2.4Lock a referencethe dollar sign, absolute and mixed references, the F4 key9 min
- 2.5Round without cheating, and calculate percentages9 min
- 2.6Read an error#####, #DIV/0!, #NAME?, #VALUE!, #REF!, and error checking9 min
Module 3Formatting and printing
- 3.1Number and date formatscurrency, percentage, dates, a simple custom format10 min
- 3.2Conditional formattingthresholds, data bars, a formula rule8 min
- 3.3A readable tablestyles, alignment, “Center Across Selection” rather than merging7 min
- 3.4Print and export to PDFpage layout, print area, repeated titles, header and footer8 min
Module 4Structured tables and clean data
- 4.1A well-built listone row per record, one header per column, nothing merged6 min
- 4.2Create and name a table; calculated columns and structured references9 min
- 4.3Sort, filter, Total Row8 min
- 4.4Drop-down lists and data validation8 min
- 4.5Clean up a list you receiveduplicates, spaces, numbers and dates stored as text9 min
Module 5Calculate with conditions
- 5.1IFone condition, two results8 min
- 5.2AND, OR, IFSseveral conditions without getting lost9 min
- 5.3Count and sum by criteriaCOUNTIFS, SUMIFS, AVERAGEIFS9 min
- 5.4Criteria in cellsthresholds, periods, partial text8 min
- 5.5A formula you can rereadIFERROR used wisely, LET, Evaluate Formula10 min
Module 6Look up, extract and work with dates
- 6.1XLOOKUPfind a price in another list9 min
- 6.2When the lookup fails, and older workbooks#N/A, VLOOKUP, INDEX and MATCH9 min
- 6.3TextLEFT, RIGHT, MID, LEN, TEXTJOIN; TEXTSPLIT and TEXTBEFORE10 min
- 6.4Dates are numbersTODAY, DATE, EOMONTH, EDATE, due dates8 min
- 6.5Working days and schedulesNETWORKDAYS, WORKDAY, a list of holidays8 min
- 6.6Lists that calculate themselvesSORT, FILTER, UNIQUE, and the #SPILL! error8 min
Module 7PivotTables and charts
- 7.1Your first PivotTablea source in a table, fields, four areas9 min
- 7.2Group and calculatemonths and quarters, percentage of the total, several values9 min
- 7.3Slicers, timeline, refreshwhat keeps a PivotTable from following your data9 min
- 7.4Choose the right chartthe question before the type8 min
- 7.5A chart that follows the data and tells the truthsource, axes, titles, labels8 min
- 7.6A summary pagePivotChart, shared slicers, sparklines7 min
Module 8AI and your formulas, then what comes next
- 8.1Ask an AI assistant for a formuladescribe your table without real data8 min
- 8.2Check the formula you receive before you use it9 min
- 8.3Copilot in Excelwhat it takes to see it, what it does, its limits7 min
- 8.4Read a tutorial in another languagetranslate a formula for your Excel6 min
- 8.5What formulas do not doa look at Power Query, the course review and what comes next6 min
Objectives
By the end of this course, you will be able to:
- Read your Excel’s settings (version, language, separator) and adapt a formula found elsewhere to them
- Enter numbers, dates and text so that Excel recognizes them, and spot a number stored as text
- Write formulas that copy without errors, with well-chosen relative, absolute or mixed references
- Read and fix common errors (#####, #DIV/0!, #NAME?, #VALUE!, #REF!, #N/A, #SPILL!)
- Turn a list into a table, sort it, filter it, total it and control data entry with drop-down lists
- Calculate with one or more conditions (IF, IFS, SUMIFS, COUNTIFS) and write formulas that are easy to read
- Find information in another list with XLOOKUP, and read older workbooks that use VLOOKUP
- Split and join text, calculate due dates and working days, and produce lists that update themselves
- Summarize a list with a PivotTable and choose a chart that tells the truth
- Ask an AI assistant for a formula without sharing real data, then check it before you use it
Questions
Common questions
What to know before you buy this course.
Another question? Write to us: contact@yuzutrace.com
Which version of Excel do I need?
Ideally Excel for Microsoft 365, on Windows or on a Mac. A badge points out the few steps that are not available in Excel 2024 or on a Mac. Several functions in the course do not exist in Excel 2019 or earlier versions.
Which language is the course in?
English, French or Spanish: you choose when you buy, and the videos, subtitles, workbooks and quizzes are all in that language.
Do I need to know Excel already?
No. Knowing how to open and save a file is enough. Each term is explained the first time it appears.
How long do I have access to the course?
Twelve months from purchase. Access opens as soon as your payment is confirmed, and you take the course online, from your account; the videos cannot be downloaded.
Does the course cover AI?
Yes, at the end: asking an AI assistant for a formula without sharing real data, then checking it in Excel. Copilot, available only with certain Microsoft subscriptions, is covered separately: nothing else in the course depends on it.
Can I get a refund?
Access opens as soon as you pay: no refund is given after that, except where the law requires it. If a technical problem on our side durably prevents you from accessing the course and we cannot resolve it within a reasonable time, we refund you.
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