Course: 7 Steps To Excel Success - Excel Skills And Power Tips

7 Steps To Excel Success - Excel Skills And Power Tips

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  • Self-Paced
About this Course

¡Con subtítulos en español!

What is this course about?

Learning 7 Steps To Excel Success - Excel Skills And Power Tips, is a sure way to build a rock solid foundation that will catapult you into the next level of Excel proficiency.

You will learn how to write basic formulas, and understand how they work. Even a 3D Referencing formula will seem simple. Learn how to make a Macro with just your mouse.

Ever wondered how to Sort and Filter (just right click)?

What would it be like to dominate keyboard shortcuts (Power Tips)? Learn Power Tips from Printing, Universal Shortcuts to Navigation Shortcuts, and more. Never again wonder what the AutoSum does. 

Be confident building error free spreadsheets using thousands of built-in templates.

Want to become a Microsoft Office Specialist (MOS), and watch your earning potential explode? It’s easy, just ask your instructor--Billy Wigley (MCT, MOS Expert, MCP)--how to do it!

What kinds of materials are included?

This course is skillfully designed to be followed along with a pre-formatted Excel workbook. Download the Don’t Get Mad..Get Skills! Excel Skills workbook in the very first lecture.

How long will the course take to complete?

You can learn at your own pace, and ask your instructor for help when you are ready. You will always be on track, the course is continually being improved, and you have access to it for life!

How is the course structured?

Each lecture can be viewed as a standalone video, so you can skip around most videos in the course, and focus only on the skills you want to strengthen.

Why take this course?

I wisely prepared this course for you, based on feedback from thousands of students.

It is a result of my experience from 5 years of travelling to cities across the U.S.A., Canada, and Mexico, presenting two-day Excel seminars to over 45,000 professionals; including on-line students in over 105 countries. 

I am a Microsoft Certified Trainer (MCT) with over 5 years of experience teaching Excel. This is all I do, and I am committed to helping you achieve beyond what you believe you are capable. 

Think of me as your Excel coach! 

I love to know you are making your dreams come true, so I make sure to maintain regular office hours to serve you, and all my students worldwide. 

Take this course, and let’s keep on learning! 

Who this course is for:

  • You have been using Excel for less that a year.
  • Take this course when you are tired of struggling with Excel because you know there is a better way to work with Rows, and columns, and Formulas, and Formats, and all that stuff!
  • Even if you have used Excel for years, you will be amazed at what is available to you.
  • Take this course to rebuild your foundation, and turn it into an Excel Expert Launching pad.
  • If you like to work too much, and complain all the time, do not take this course.
  • Take this course when you are "self-taught" in Excel because you did not get training at work, and just had to "figure it out!"
  • Take this course when you want to soar with other Eagles (High Achievers) around you.
  • Take this course if you are an achiever.
Basic knowledge
  • In this course you will become skilled in using Excel 2007, 2010, 2013, 2016. All the concepts you will learn are compatible with Excel 2007 to 2016
  • You just need to know how to find Excel on your computer
  • You are committed to life long learning
What you will learn
  • You will Get Some New Skills that will multiply your Excel proficiency
  • You may learn how to speak Excel in Spanish, because this course has Spanish subtitles, and the instructor is fluent in Spanish
  • Look at a formula and be able to know what it is referring to
  • Understand 3D Referencing, and linking
  • Your confidence in reporting, and using Filters will be apparent
Number of Lectures: 58
Total Duration: 04:58:59

    Aloha! congratulations! I know you are eager to take your Excel Skills to the next level.

    This course is designed so that you can follow along in the same Excel workbook that I am using..

Elements of the Excel Screen - Click This Do What?
  • Elements of the Excel Screen - Click This Do What? Ever hear of the Ribbon? Tab?  

    What is the number one reason that people fail at Excel? - FEAR!

    When you get comfortable with your surroundings fear begins to dissipate. Once you are familiar with the proper terminology you will know what to do when somebody says: "Can you please go to the Home Tab, and in the Clipboard Group use the Format Painter to copy the formats in that Range?"

    ¿Cuál es la razón principal por la que las personas fallan en Excel? ¡El miedo!

    Cuando uno se siente cómodo en su entorno, el miedo comienza a disiparse. Una vez familiarizados con la terminología adecuada, sabremos qué hacer cuando alguien nos pregunte: "¿Puedes ir a la pestaña Inicio y en el grupo Portapapeles utilizar la herramienta Copiar formato para usarlos en ese Rango?”

  • Did Somebody Say File Tab? What Does F11 Do? The Status Bar Counts, and Sums?  

    Did anybody ever teach you about the Marquee? Did you know that the marquee should always be in the data? Most tool work better, and some tools do not work at all, when your marquee is not in the data. What about the QAT? You will be happy to know to use the Status Bar to simplify some tasks.

    In this lecture you keep on building a rock-solid Excel foundation! 

  • Can't See Your Data? Zoom Into It! There Have To Be More Options? Dialogue Box?  

    Remember that we are laying a solid foundation from which to launch off. Learning the Elements of the Excel screen will put you light years ahead of the "self-taught" users.

    Get introduced to the Zoom Slider, and learn the Ctrl+Mouse wheel shortcut. Ever wonder what that little arrow in the corner of some Groups is called, or what it does?

    Let's keep on learning! 

  • The Name Box - Where's My Marquee? The Formula Bar - What's In That Cell?  

    There are 1,048,576 rows in Excel, and 16,384 columns. How would you know that your marquee in on cell DX8110, and what the contents of that cell are? Do you have to scroll all the way over to column DX and down to Row 8110?

    The answer is NO! There is always a better way.

    Use the Name Box, and the Formula Bar - check it out! 

Is This 2007, 2010, 2013, 2016? What's The Difference? Just Look At The Ribbon!
  • Open Da Maka-Look At The Ribbon. The Simplest Way To Know The Version You're In.  

    I am sure you have heard of Excel 2007, 2010, 2013, 2016, and you may be wondering about that.

    Microsoft Office is frequently getting updated, and new version are regularly released. You may have one version at home, and another version at work or school. It is important to know the version you are working in, and ensure you are compatible.

    Here is how you can tell what version you are working in. 

  • Who Made This Workbook? Get Into The File Tab and Learn The Backstage View.  

    Have you ever wanted to go Backstage?

    The File Tab is your key to the Backstage View where you will enjoy a wealth of information. Like, the name of the author, quick access to the file location, manage versions, printing, saving, and many more options.

    Get a quick overview of the File Tab, and the Backstage View. 

  • F12 - Save As - I Prefer The "Old School" Save As.  

    So, you've opened up Excel, and you started doing some work. Now what you really want do is you want to save your work.

    There's nothing worse than spending hours on your work, and suddenly, something happens and you lose your data because you didn't save it. In this lecture, let me show you how to Save.

    What's the shortcut to "Save?" That question is answered in this lecture.

  • Saving and Compatibility. What Happened To The Sparklines? Save As What Version?  

    Have you ever sent an Excel file to somebody, and they tell you that they can't open it? You send it to them again, and they still can't open it? You ask them for a different e-mail to send it to, and when you send it, they still can't open your workbook! What's the problem?

    What does Read-only mean?

    How come your colleague can't see the Sparklines in the report that you sent them?

    Join this lecture, and learn about saving, and compatibility so that you can answer these questions. 

  • The Quick Access Toolbar - QAT - Find The Secret Features Of Excel  

    Have you ever heard of hidden features in Excel? 

    The Quick Access Toolbar (QAT) is jam-packed with hidden secret features, and is easily customizable to suit your needs. Step into this lecture, and begin your discovery!

Begin With The End In Mind - 7 Steps To Excel Success
  • Begin With the End in Mind - 7 Steps To Excel Success  

    When using Excel, you must begin with the end in mind.

    Learn the 7 Steps To Excel Success, and unlock the secrets to accurate, and profitable spreadsheets. 

Step 1 - DESIGN - It's So Easy In The 21st Century
  • Templates - Learn how to to tame the "World's Most Dangerous Program."  

    Excel is considered by some to be "The world's most dangerous program." There are too many user worldwide that are asked to use Excel for work, and given the proper training. The result is spreadsheets with costly errors.

    To aid in minimizing spreadsheet errors, Microsoft has made thousands of prepackage files, including all necessary formulas and functions - Templates. For FREE!

    In this lesson you will learn where to find your Templates. 

Step 2 - BUILD - Building Your Worksheet
  • Five Things That Can Go Into An Excel Worksheet - F2 Is Your Friend  

    Learn five things that can go into an Excel worksheet, and be on your way to Entering and Editing Data like a professional.

    Always remember, when editing, F2 Is Your Friend.

    Plus other methods of entering, and editing data in Excel. 

  • Minimize Repetition - Learn The Auto Fill Handle.  

    Ever wished there was a faster way of typing a list, like a series of names, numbers, dates, etc.?

    There is, it is called the Auto Fill Handle, and it is amazingly easy to use with its preset lists, and ability to create your own custom lists.

    You will say to yourself - "I never noticed that little dot, hmmm? 

  • Learn How To Create A Create Custom Fill Series - No More Typing That List!  

    Now that you have learned what the Auto Fill handle can do, it is time to unlock the secrets of this handy little tool.

    Create your own customized lists known as, Custom Fill Series.

    Here the goal is to learn the easiest, and fastest way to use this handy (some consider Advanced) feature. 

  • How Many Rows and Columns In Excel? Select All And The Name Box Will Tell You  

    Ever wonder how many rows are in Excel 2007, and beyond? Before 2007 there were 65,000 rows, and 255 columns.

    Find out how many are available now, and a quick way to see it. 

  • Navigation Shortcuts  

    With 1,048,576 rows, and 16,384 columns in a spreadsheet, it is important to skillfully navigate your from cell A1 to cell XFD1048576 like an Excel ninja.

    Learn the often ignored Navigation shortcuts that will change your life. 

  • Insert Rows and Columns Like A Professional  

    As you have noticed, Excel is made up of Rows and Columns. So you will need to now how to insert rows and columns when you need them.

    There are many ways to do this, and in this lecture we learn my favorite ways of inserting rows and columns into your Excel worksheets. 

  • Selecting Cells And Ranges Like a Professional  

    With all of the tools that you have available in Excel, you are going to be eager to use them. Well, how do we select where to apply these tools?

    What if you what to Bold a range of multiple non-adjacent cells?

    Learn how to select your cells, and ranges. 

  • Universal Shortcuts - You Probably Already Know Them And Did Not Realize It.  

    Did you know that Ctrl+C is the shortcut to "copy?" What's the shortcut to Paste? Ctrl+P! No, that's the keyboard shortcut to Print. The shortcut to Paste is Ctrl+V.

    Have you used these shortcuts? Can you think of any shortcuts that you use in many different software programs? Shortcuts like Ctrl+C, and Ctrl+V, are called "Universal Shortcuts" because they can be used in may different applications.

    In this lecture you will learn these, and a few more Universal Shortcuts that are commonly used. 

  • Insert A Worksheet, Name It, Rename It, Move It  

    Just like you must work with Rows and Columns in your worksheets, you work with worksheets in your workbooks. It is easy to quickly insert, name, and rename worksheets.

    You may even need to quickly move a copy of a worksheet from one workbook to another while keeping the original in the source workbook.

    Learn how to make your worksheets stand out by coloring the worksheet tabs. 

  • Move Worksheets To Another Workbook - Make Worksheet Names Standout With Color  

    Sometimes you need to have the same data in multiple workbooks. Instead of copying, and pasting the data, there's an even better way. You can Move or Copy entire worksheets, and Move or Copy them to other workbooks!

    Perhaps you want to send just a worksheet containing a chart, and not the entire workbook? Easy, move a copy of the worksheet to a new workbook.

    What if you have many worksheets, and you want to easily identify specific ones? Just color the worksheet tabs, and you are done! 

Step 3 - CALCULATIONS - Add Some Calculations
  • Please Excuse My Dear Aunt Sally! - Time To Remember Some 5th or 6th Grade Math.  

    What do you think is the answer to this formula =5+6*10?

    Is it 65 or 110?

    Before we can learn how to build formulas in Excel, we better remember some basic math.

    Let's learn the Order of Operations. 

  • Formulas - The Heartbeat Of Excel - The Cells Remain The Same What Changes Is..?  

    When you are building formulas in Excel, you must remember that you are adding, dividing, multiplying, cells. It's the contents of the cells that changes, the formula remains the same.

    Learn how formulas work, and start building formulas by just pointing, and clicking. 

  • You Try - Relative Referencing - Let's Keep It Relative - F4 Is Your Friend  

    It's time to practice what you have been learning, and write your first formula. As you succeed at writing your first formula, you will notice something odd happening in your results.

    Oh no! How can you solve this! Simple--Absolute Referencing.

    How do you keep a ship from drifting? Anchor it! What does anchoring have to do with formulas?

    Step into this lesson, and let's make your Relative References--Absolute! 

  • Example Of The Moment You Realize - It's Time To Start Thinking About Functions  

    Once you learn the basics of formulas, you are going to run into situations where you begin to realize, "There's got to be a better way?"

    Here is an example of using a basic formula, and realizing that it is time look into learning some Functions. 

  • What Is A Function? Pre - Programmed Formulas - Excel Does The Math  

    You can manually do the math, or you can have Excel do the math. Which would you prefer?

    Ever hear of the SUM? What about the DATE? You must have heard of the VLOOKUP?

    What are they? These are functions in Excel. Think functions as pre-programmed formulas. 

  • The Most Basic Function - The AutoSum - So Much More Than Just Sum!  

    The most commonly used function in Excel is the AutoSum (Alt+=).

    No more =E1+E2+E3+E4+E5+E6+E7+E8+E9.

    With the AutoSum you change that formula to SUM(E1:E9) - that's it!

    And there is so much more! Let Excel do the math! 

  • Learn To Delegate To Excel - Just Press Alt+= - The AutoSum - More Than Just SUM  

    Have you ever heard that you can get a lot more done when you have effective delegation skills?

    Get more done in Excel! Delegate the SUM of multiple non-adjacent ranges to the AutoSum.

    Don't be mouse dependent - keep learning shortcuts. 

  • Quick Overview Of The Insert Function Tool - Your Search Engine For Functions  

    There are hundreds of functions in Excel, are you supposed to know them all?

    Watch how Excel can help you learn the functions.

    Check of the Insert Function tool--your search engine for functions! 

  • Quick Tip - Zoom To Selection  

    Ever have trouble re-sizing a worksheet? Trying to get it to fit just right within a window so you can easily work with it?

    Tired of using the Zoom Slider, and wish you could just perfectly Zoom to Selection in just a couple of steps?

    Step into this lecture View how it's done! 

  • Introduction to 3D Referencing - Enter Data In One Cell, It Appears In Another  

    It's time to learn how to link. Enter data in one cell, and have it appear in another cell?

    It's as easy as saying, I want this cell to = this cell!

  • 3D Referencing In Action  

    Ever had to do a Year-End Summary from data in multiple worksheets? In other words, you want the various totals to be summarized into one worksheet.

    You will be so happy after you learn 3D Referencing! Just saying it makes you feel smarter.

  • 3D Referencing - Formula Explained - Why Did That Work? It's All In The Set Up!  

    In this lecture you will understand what =SUM('Q1:Q4'!F3) means.

    Once you understand what that formula means you will realize the meaning of an, Aha moment! 

  • Practice More 3D Referencing - Did You Know You Can Link Your Workbooks?  

    Practice your linking techniques, and learn how to link data between workbooks. 

Step 4 - FORMATTING -Make It Pretty For The End User. Make It easy To Understand
  • Why Format Your Data? Plus A Handy Way To Select Your Data Range - Ctrl+A  

    Never let the end user assume anything. Your spreadsheets must be easy to understand.

    Formatting helps you ensure your spreadsheet success.

    Check out a handy shortcut I use every day in Excel. 

  • Let's Get Into Some Formatting - Make It Pretty! - Pus Some Formatting Shortcuts  

    Wow! 4.6 billion color variations! With so many colors, and formatting groups like Font, Alignment, Numbers, you can ensure that your spreadsheet will attract attention to the right places. 

  • Formatting Money - Should You Pick The Currency Method Or The Accounting Method?  

    What are those numbers? If they are currency, what kind of currency is it?

    Is it Dollars, CH Francs, Chinese (PRC), Euros? Make it clear with the proper currency formatting. It's easy! 

  • Alignment- Customize The Orientation Of Your Values- Use Preset Formats (Styles)  

    Have you ever wanted to angle the headers, or titles in your worksheets? In other words, have you ever wondered how to adjust the orientation of values in Excel spreadsheets?

    It's all in the Alignment, and while we're at it let's apply some Styles. 

  • The Format_Painter  

    Do you like the look of a particular selection of data? You can easily apply that look to other content in your workbook. Just use the Format Painter! 

Step 5 - REPORTING - Garbage In...Garbage Out - What About Charts?
  • 7 Habits Of Efective Lists -Learn The Right Way To Set Up Your Data Effectivelly  

    The reason why so many people have problems with Excel is, that they are self-taught, and never learned the basics of Excel. Like something as simple as how to properly build a list, and set up your data.

    In this lecture I share with you my 7 Habits of Effective Lists, so you never have many common problems I see like, why is my my data not sorting properly?

  • Organize And Display Data - Sort It Out- But Avoid Merged Cells  

    When you want to make a list of names, addresses, numbers, etc., make it easy, make it in Excel.

    Learn why merged cells can cause problems, and how to fix them.

  • Continue Sorting - Right Click To Sort - A To Z Sorting And Keeping It Together  

    There is more than one way to sort your data.

    1. A to Z
    2. Z to A
    3. Right Click

  • The BIG Sort Buton  

    What happens when you want to do a multi-level sort, for example, sort by last name, then by first name?

    Easy! Use the BIG sort button--considered to be the safest way to sort.

  • Sometimes You Do Not Want To Show All The Data - Hide Rows And Columns With Ease  

    When preparing your reports, there may be times when you want to hide some data to keep it from being printed, or perhaps you just want to hide it from view in your spreadsheet.

    Let's start learning some effective techniques for hiding your data, and displaying only what you wish to display.

  • The Filter That Lives A Healthy Lifestyle - Auto Filter  

    There are many ways to hide data in Excel. In other words, display what you are looking for only, and have Excel automatically hide the data that does not meet your criteria.

    Step into this lecture, and learn how to use the most basic filter in Excel--the AutoFilter.

  • Want To See What Your Numbers Are Saying? How About A Graphical Representation?  

    Here is a brief introduction to charts in this section, and I am reminding you to start a discussion at any time.

    There is so much to know about Excel, the only way we are are going to truly learn Excel is to synergize--help each other out--and share knowledge.

    Abundance is the rule here - no scarcity!

  • Visualize Your Data With Charts - Insert Charts And See What Your Numbers Say  

    Did you know that there are several methods for inserting charts? Methods like:

    1. F11
    2. Alt+F1
    3. Alt+Q
    4. Ctrl+Q

    There are other ways of inserting charts, and it also varies depending on the version of Excel you are working with.

  • Different Charts For Different Reasons - Change Chart Types - Make Them Pretty  

    Not all charts are used for the same purpose. That is why there are many different types of charts like the Clustered Column, Pie, Line, Histogram, just to name a few.

    Learn how to change your chart types with ease. Did you know Excel will even recommend a chart based on your data? 

  • Sparklines - Miniature Charts Inside Of Your Cells - They Make People Say Wow!  

    Did you know that you can place miniature charts into individual cells? That's right--Sparklines are miniature graphical representations of selected data.

    You can customize Sparklines to add more impact to your spreadsheet presentations.

Step 6 - Printing - Learn Where The "Fit-to-One-Page" Button Is Located
  • Print Correctly - Start With a Print Preview - There Is More Than One Way  

    Ever press Print, and what gets printed is not what you are looking at on your computer screen?

    Before pressing Print, it is advisable to preview how your spreadsheet is going to print. So let's learn how to use the Print Preview Full Screen, and the Print Preview and Print.

  • Tell Excel What You Want To Print - Set The Print Area  

    Have you ever asked this, Why does Excel always print out one page that looks good, then 3 blank pages, then a piece of one, and then another blank page, etc?

    The answer is - you have to tell Excel exactly what it is you want printed. In other words, Set Print Area.

  • Now That Excel Knows What To Print Let's Make It All Fit To One Page  

    Now that you have Set Print Area, that does not necessarily mean that your selection is going to all print on one page.

    Learn how to Fit to One Page, and fine-tune your settings so that your printout is clearly legible.

  • Now That We Can Print Properly - How About Some Headers And Some Footers?  

    What if you wanted to have specific details like page number, file name, date, time, etc., printed on the top, or bottom of your printout?

    Learn how to apply custom headers, as well as preset headers, and footers.

Step 7 - Macros - Delegate to Excel
  • What's A Macro?  

    Can you think of any repetitive tasks that you must perform on a regular basis? Perhaps every Monday, when you come into work, your first task is to format a report that you receive. Every Monday you format this report by applying the same steps, every single time. So you are wondering, I wish Excel had a button or a shortcut that I could press, and all of these steps get done for me. 

    Good news, there is a solution, that magic button/shortcut exists, and you create it. It's called a --Macro!  

  • Recording Your 1st Macro - Yes, It's That Easy  

    Prepare to be SHOCKED! Yes, you may have to hold on to your chair when you realize how easy it is to record a macro.

    Check it out!

  • Run Your Macro  

    OK, so you have recorded your first macro. Now what? 

    It's time to use it!

    In this lecture learn how to launch (run) your macro, and be happy.

  • Wrap Up  

    This is the final lecture in this course, and it is the begging of your success.

    As this course evolves, I will continue adding lectures, and recommending solutions, all while keeping you updated on additional techniques that will ensure the achievement of your dreams/goals! 

    Let's synergize, and keep on learning!

    Don't Get Mad...Get Skills!

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