Excel Tutorial in 15 min

Aug 13, 2023

Excel Tutorial in 15 min

Are you looking to upskill your Excel game? Look no farther than this step-by-step tutorial! Learn the essentials of how to use Microsoft Excel, starting with the absolute basics like entering data and formatting. From there, we cover conditional formatting, sorting, filtering, and advance to charts and pivot tables. By the end of this video, you’ll have a strong understanding of the fundamentals of Excel.

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⌚ TIMESTAMPS
00:00 Introduction
0:26 Get Excel
1:01 Start page
1:30 Cells, columns, and rows
2:08 Adjust zoom
2:23 Enter data
3:41 Format cells
4:36 Auto fit contents
5:20 Hide and unhide
5:55 Move columns and rows
6:32 Tables
7:19 Insert columns and rows
7:46 Conditional formatting
8:25 Status bar
8:45 Analyze data
9:15 Formulas
9:49 Functions
10:39 Sorting and filtering
11:37 Charts
12:18 Pivot tables
15:02 Collaborate with others
15:26 Wrap up

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- Playlist with all my videos on Excel: • ❎ How to use Excel

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Content

0 -> Hi everyone, Kevin here. Today, we are going to learn how to use Microsoft Excel in just

5.76 -> 15 minutes. Excel is the perfect tool to analyze and to get insights from your data,

11.58 -> but there are so many different menus and so many different buttons. What do they all do?

16.68 -> In this video, we're going to make sense of them so you can start understanding the story behind

22.26 -> your data. Let's start with how you can even get Excel. There are two different ways that you can

28.38 -> get started with Excel. The first way, you can navigate to excel.new in your web browser. You'll

34.74 -> need to log in, but that's entirely free, and that'll drop you into a brand-new spreadsheet

39.72 -> directly in your web browser. Excel on the web has most of the functionality that you'll find in the

44.58 -> desktop app and typically new features hit the web first. Second, you can also install Excel on your

50.94 -> desktop, but you will need to purchase something called Microsoft 365. If you're interested in

56.76 -> that, you can check out the product tagged to this video, and that helps support this channel. When

61.8 -> you launch Excel for the first time, you'll land on the start page. In the top left-hand corner,

67.26 -> you can jump into a blank new workbook, and in a moment, we'll do this. Over on the right, you'll

72.96 -> also see a whole host of different templates. It's well worth looking through these to see if

77.58 -> maybe one of these meets your needs. Down below, you can get back to recent workbooks that you

82.26 -> worked on. Right up on top, you can search for a workbook and down below, you'll see all of your

86.4 -> recents. In the top left-hand corner, let's click into a blank, new workbook. This drops us into a

92.64 -> brand-new workbook, and at first glance, you might notice that, wow, we have a lot of rectangles on

98.46 -> the screen. These are all referred to as cells. Across the top, you'll notice that we have all

103.86 -> these different letters. These are referred to as columns and over on the left-hand side,

108.18 -> you'll see that we have all these numbers going down the screen. These are referred to as rows.

112.56 -> The intersection of the column and the row, this is referred to cell E7. You start with the column

118.98 -> and then you follow with the row. In the top left-hand corner, you'll see it's referred to here

124.14 -> as E7 in the name box. You can also change the name, but for this we'll stick with the default.

129 -> To make things easier to see, we can zoom in and out. In the bottom right-hand corner, we can zoom

134.58 -> in or here you can zoom out. You can also press control and then move your mouse wheel up or down,

140.1 -> and that will also zoom in and out. My eyes aren't what they used to be. Let's start now by entering

145.74 -> in some data. I'll click into cell A1 and here I'll type in a header sales. To move over to

152.64 -> the next cell, I can click on it with my mouse. I could also press tab, or the right arrow key on my

157.2 -> keyboard and that'll move me over to the next cell and here I'll type in date. To move down here,

162.36 -> I could press the down arrow key or I could press enter. I want to track cookie sales

167.04 -> here at the Kevin Cookie Company starting in January 2023. Here I'll type in January 2023,

172.92 -> and then hit enter. So that's the first month I'll track. And I want to track all the way through

177.96 -> November 2023. Now, of course I could go through and type in every single month, but Excel is smart

184.62 -> and it detects a pattern. Here it sees that I entered a date. When I click into cell B2, you'll

190.38 -> notice that there's this rectangle in the bottom right-hand corner, and when I hover over it,

194.16 -> my cursor changes. I can press and hold on that and then I could drag it down and here that'll

199.62 -> fill in all the different months. This works with dates. It also works with numbers as long

204.36 -> as Excel can detect a pattern. Next, we need to enter in some data for how many cookies we sold.

210.12 -> January is by far the worst month for the cookie business. Everyone has a new year's resolution

214.92 -> that they just don't want to eat cookies. And I'll go through and fill in numbers for the rest of the

219.48 -> months, and feel free to follow along. I've now entered in all of our cookie sales. Like I've

224.82 -> always said, the cookie business is a good one to be in. It's a little difficult to parse these

229.92 -> numbers just at a glance. Ideally, I could have a thousands separator. I'll highlight all of these

235.08 -> cells and up on the home tab within the home ribbon, in the center, here I can click on this

240.66 -> icon to add a thousands separator. That makes it much easier to tell which numbers are larger and

246 -> which are smaller. But I don't need this decimal place. We don't sell fractions of cookies here. Up

252.18 -> on top, I'll click on this icon and I can remove those decimal places. Now as a neat little pro

257.46 -> tip, you can press control together with the one key on your keyboard, and this opens up the format

263.58 -> cells dialogue. Here you have full control over what the format of the cell is. If you'd like

270 -> to learn all about the different shortcut keys available in Excel, I've included a link down

274.32 -> below that'll show you every possible option. Looking over at my table, I think it would be

279.3 -> helpful to provide some context for why January was such a low sale month. I'll click into cell

285.42 -> C1 and add another header titled notes. And here in C2, I'll provide an explanation. New Year's

291.84 -> resolution depresses sales. You'll notice that the explanation bleeds over into the adjacent columns,

297.96 -> and ideally, I would like for all of it to fit within column C. I can click on this line in

303.78 -> between C and D and I can double click and that'll auto fit the contents, so there it expands C. If

309.54 -> you have many different columns or many different rows that you would like to fit to the content,

313.5 -> you can click on this icon and then click on any line in between two columns and that'll auto fit

318.96 -> everything. It's a handy little trick. On second thought, I don't know if I need this column.

324.12 -> The management here should already know this information. At least I would hope. On column C,

329.94 -> I'll right click, and this shows me a context menu with different actions that I can take. And right

335.04 -> down here, I can delete the column, but I don't know if I want to get rid of this information.

339.18 -> Maybe someone will ask some questions. Down at the very bottom, I can also hide a column.

343.8 -> I'll click on that and it doesn't remove the data. It's just hidden on the sheet. To show it again,

349.26 -> I'll highlight these two columns, right click, and here I have the option to unhide. I can also

354.48 -> do this with rows as well. Looking at all of my data, I actually think it would be better to show

359.64 -> the date first followed by the sales. The good news is it's very easy to move columns in Excel.

365.28 -> I'll highlight all of this data and then press the shift key on my keyboard and hover over the edge.

370.56 -> You'll see that my cursor changes. I can now press my left mouse button and I can move this column

376.5 -> to a new position. I'll place it to the left of sales, and now we see the date first. Of course,

381.66 -> we can't see all of the sales. The cell just isn't wide enough. Right up on top, I'll click on this

387.36 -> icon again and here I can expand it, so it fits all of the contents. That's exactly how I want it.

393.24 -> I also think it would be nice to just format this table, so it looks better. Up on the top tabs,

398.82 -> let's click on insert, and here we have the option to insert a table. I'll click on that. And here

403.92 -> it automatically identifies all this data. We have headers. I'll make sure that's checked and

408.12 -> then click on okay. And look at that. I now have banded rows. It's a lot easier to read this table.

413.82 -> Over on the right-hand side under table design, here we have all different types

417.9 -> of styles that we can choose. I'll stick with the default. The benefits of tables

422.4 -> go beyond just the look and feel. Right here, I could also add what's called a total row. Here,

428.34 -> you see the total down at the bottom, and if I click on this little dropdown arrow, here I could

432.78 -> choose what I want to total up. Let's get a sum of all these sales. Look at that. 75,000 sales.

438.66 -> We're doing really well. Now I almost forgot to include December data. That's by far our best

444.54 -> month of the year. It's amazing how people forget about calories during the holidays. Luckily,

449.1 -> it's very easy to add either rows or columns. I'll click on row 13 and then right click,

454.92 -> and here's the option to insert. I'll select that. Click into this cell. Here I could drag down and

460.74 -> that'll fill in December and let's type in the sales. That was a great month. That feels about

466.32 -> right now. Of course, December was a great month and January not so good, but just glancing at this

471.42 -> table, it's a little hard to tell very quickly. I'll highlight all of these cells and up on the

477.42 -> home tab in the center, there's something called conditional formatting. This allows us to format

482.76 -> the cells based on a condition or the underlying data. And we have all sorts of different options

488.52 -> here. You could show data bars, color scales. You could even define your own rules. For this,

493.08 -> let's go with color scales and let me try this one. This will apply red for lower numbers and

498.36 -> green for higher numbers. Now, when I look at this data, I could very quickly tell that December was

503.64 -> by far the best month of the year for us. I now want to start analyzing my data and luckily Excel

509.88 -> makes this really easy. First, I want to know what were total sales in Q1. So, January through March,

516 -> I can simply highlight these three cells, and down at the bottom on something called the status bar,

521.28 -> here I can see that total sales were about 12,000. Not bad. I can also go up to the home tab and over

528.6 -> on the right-hand side, let's click on analyze data. This opens up the analyze data pane,

533.4 -> and the really neat thing here is I can simply ask questions about my data and then Excel will

539.22 -> provide back insights. Let's ask what were total sales in Q1, and I want to see that as a table.

545.34 -> And right here, I can see sales and there it was 12,000. That makes analysis really easy,

550.86 -> and I didn't even have to enter in a function or a formula. I'll close out of this pane. Of course,

556.38 -> we can also calculate this on our own. I'll click down into this cell and let's add up Q1. I'll

562.92 -> enter in the equal sign. This lets Excel know that we're about to enter in a formula. Next,

568.68 -> I'll click into cell B2 and there you see it in my formula. And I want to add this. I'll enter in

574.44 -> the plus sign to cell B3 and I want to add that to cell B4. Here you see my formula down below.

580.74 -> I'll press enter and there too, you also see that the total was 12,000. Along with addition,

586.08 -> you could also do subtraction, multiplication, and also division. Now that was a little cumbersome to

592.08 -> click into each individual cell that I wanted to add up. Alternatively, we can also use something

597.24 -> called a function. One of the most popular functions is sum. Again, I'll enter in the equal

602.82 -> sign and type in the function name, sum. Then I'll open up the parenthesis and here I need to pass in

609.84 -> an argument or basically all the numbers that we want to sum up. Here, I'll simply highlight

614.58 -> these three cells, so here you see B2 through B4, and then close the parenthesis, hit enter,

620.1 -> and there too, we also see that the sum is 12,000. Excel has many different functions available.

626.58 -> Up at the very top, let's click on the formulas tab and over here, we can see some of the most

631.8 -> popular functions that you might want to use and over here, we'll see many different options for

636.54 -> functions, so it's well worth looking through to see what you can do with functions. As we've been

641.4 -> going through this, you might've noticed that we have these arrows that appear next to our headers

646.2 -> in the table. I'll click on one of the headers and then let's click on the data tab. Over here,

651.72 -> you can toggle that on or off, but let's leave it on to see what they do.

655.98 -> Now over here, let's click on this arrow and this opens up a context menu and here I can sort my

661.26 -> data. So, let's sort from largest to smallest. So here I see December, which had the greatest sales,

665.94 -> and then we have January down at the very bottom. But let's say I want to restore it to the original

670.62 -> order. Here, I'll click on date and let's sort from oldest to newest, and right here, we're back

675.78 -> to where we were. Let's say I only want to look at Q1, I can click on this and along with sorting,

681.12 -> I can also filter my data. I'll click on this to deselect all of these dates and let's just

686.04 -> select Q1 January, February, March, click on okay and here I see my first quarter and look at the

691.2 -> total row. It also tells me that it was 12,000. So, another way to calculate that. I'll click on

696.3 -> this again and here I can clear the filter. Up to this point, we've just been looking at all

700.74 -> of our data in a tabular format, but sometimes a picture or a chart is worth a thousand words.

708.36 -> Let's go up to the insert tab up on top and right here in the center, you'll see the option

713.22 -> for charts. We could insert a recommended chart, or we could choose one of these many different

718.08 -> options. I'll click on recommended charts and here it recommends a line chart, which works well with

723.78 -> this type of data. I'll click on okay and this inserts a chart in and now we can visually see

729.72 -> what sales were like throughout the year. That's a lot easier to parse the data. Up on top, we have

735.18 -> all sorts of different tools that we can use to customize the way this chart looks. We've covered

740.52 -> quite a bit of content so far, but we're going to finish up with one of the most powerful analysis

744.9 -> tools available in Excel. And you can analyze data just by dragging and dropping your mouse. Let's

750.84 -> click into the table of data over on the left-hand side, then go up to the insert tab and here's the

756.36 -> option to insert a pivot table. Let's click on that. Here, it's identified all of our data and

762.12 -> let's place it on a new worksheet and then click on okay. This now drops us into a new worksheet.

767.94 -> Right down below, you see that we're in sheet two, and if we click into sheet one, this will

771.6 -> bring us back to our original data. Let's click into the pivot table. Over on the right-hand side,

777.06 -> you'll notice that we have something called pivot table fields with all these different items.

780.96 -> You might recognize these. These are all the different columns that we had in our data table.

786.54 -> Now check out what you could do with pivot tables. I'll press and hold on sales and drag

791.64 -> that down into values. You typically place something in values if you want to calculate

796.86 -> something. And over here on the left-hand side, I'll zoom in and here we see the sum of sales,

801.36 -> almost a hundred thousand. That's how many sales we had. Now, one of the neat things is,

806.64 -> here I could right click on that and I can go down to summarize values by. Currently it's set to sum,

812.04 -> but let's see the average sales over the course of the year and there we sold about 8,200 or so

817.32 -> per month. I'll right click and let's go back to sum. Over on the right-hand side, I could take

824.22 -> another item, like let's say the date and I could drag that down into filters. And here I can click

829.08 -> on this dropdown, just like that dropdown we saw earlier, and let's filter just to January. I'll

833.76 -> click on okay and here we see those 1000 sales that we had in January. Let's remove the filter

839.1 -> over here. I'll drag that out. Again, you could do all this analysis just by dragging and dropping.

844.92 -> Let's take the date and drag it down into the rows. Now this looks very similar to what we

849.3 -> had on sheet one, where we have the date and then also the sales. Now, instead of putting it down

854.52 -> this way, I can also drag out the date and let's put the date as columns and here we see it going

860.16 -> across the columns. So, you could very quickly visualize your data in different ways and it

864.9 -> doesn't require much effort to do that. I'll pull these out and let's pull the date back into the

869.52 -> rows. Now here's one more really neat thing you could do. Here we see the sum of sales,

873.72 -> but let's say I want to know the percent of sales that that month made up. Here I could right click

879.54 -> on one of the cells and we could go down to show values as and let's select percent of grand total

884.7 -> and there I see that January made up about 1% of our sales for the year and here December made up

890.58 -> 24%, so quite a bit more. Pivot tables are such a powerful tool. If you'd like to learn more about

897.54 -> them, be sure to check out the Excel playlist that I've included in the description and it

901.5 -> walks through them in depth. Now that we've done all this analysis on our cookie sales,

906.54 -> I want to share it out with the team. In the top right-hand corner, let's click on this share

911.82 -> button and then let's select share. You'll have to make sure that your workbook is saved in OneDrive,

917.76 -> but once you do that, right here, I can click on this and I can now select people from my team

922.44 -> who I want to share this workbook with. Once I'm all done, I can click on send. All right, well,

927.96 -> that was just a really quick overview of Excel, but hopefully that gives you enough to start

932.94 -> building that muscle in data analysis. To continue your learning journey, I've included a playlist

939.06 -> with all of my free videos on YouTube down below. If you're interested in a more structured way of

945 -> learning about Excel, I also have a course that you could click on in the top right-hand corner,

948.78 -> and that walks through all of the fundamentals of Excel. To watch more videos like this one,

954.12 -> please consider subscribing and I'll see you in the next video.

Source: https://www.youtube.com/watch?v=LgXzzu68j7M