Using pre-made templates

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Course info

24 lessons / 2 hours

Overview

Hi there, Welcome to this Microsoft Excel BootCamp. Together we’re going to learn how helpful Excel is in nearly every part of our professional lives.

This course is for beginners. You do not need any previous knowledge of Excel. We will stick closely to the powerful built in features of Excel and will not get bogged down in confusing code & complicated formulae.

This training course is project based. We start with a simple company branded invoice and explain how to calculate totals & tax. Using a complex and messy spreadsheet we will clean it up using Excels automatic features. With our new tidy data you’ll learn how easy pivot tables can turn long and hard to understand information into simple tables & beautiful graphs. Before you’re finished you’ll be making helpful drop down menus to help you fill out & sort your financial data. . You will learn how to turn uninspiring profit & loss statements into a good looking, easy to use documents. 


Class projects:

  • Create a quote & invoicing form.

  • Cleaning & formatting messy imported data.

  • Inventory spreadsheet.

  • Pivot tables

  • Regional Sales Report

  • Profit & loss spreadsheet.

  • GST & Tax calculations

  • Graphs for use in Word, PowerPoint, InDesign & Illustrator

  • Creating spreadsheets that work within Word documents.

Who should attend?

  • This course is designed for people who have little or no previous experience in Microsoft Excel. You will start right at the beginning and cover all the basics.

  • Only basic computing skills are necessary - if you can send emails and surf the internet then you’ve found the right training.

  • By the end of the course, you will be producing real world results with Excel.

What do you need?

  • No previous Microsoft Excel experience necessary.

  • You'll need Excel 2016 installed on your laptop. The standard installation of Excel 2016 or the Microsoft Office 365 version is fine.

Course duration 2 hours

Daniel Scott

Daniel Scott

Founder of Bring Your Own Laptop & Chief Instructor

instructor

I discovered the world of design as an art student when I stumbled upon a lab full of green & blue iMac G3’s. My initial curiosity around using the computer to create ‘art’ developed into a full-blown passion, eventually leading me to become a digital designer and founder of Bring Your Own Laptop.

Sharing and teaching are a huge part of who I am. As a certified Adobe instructor, I've had the honor of winning multiple Adobe teaching awards at their annual MAX conference. I see Bring Your Own Laptop as the supportive community I wished for when I was first starting out and intimidated by design. Through teaching, I hope to bring others along for the ride and empower my students to bring their stories, labors of love, and art into the world.
True to my Kiwi roots, I've lived in many places, and currently, I reside in Ireland with my wife and kids.

Downloads & Exercise files

Download Exercise Files

Transcript

All right, this is a quick one, just to remind you that there are a bunch of templates built into Excel. Find them online, just to get started.

You might be put in charge of holy crap, I've got to go off and I've got to make, I don't know, a profit/loss sheet. So when you open it up, it comes up under this featured options. And you can type in 'Profit', I'll just type in 'Profit Loss'. And there are lots of templates ready to go.

Now, you might not like the styling of them, they’re not perfect, but it might just have the calculations in there with the formulas that you can rob out of it, say that you are-- we just did that thing with our quotes, or say you want to make an invoice, you might not like any of these because you're going to style them all perfect, but you can open one up and get started with this.

Maybe, the only thing you want out of here is to go through, and actually just grab the formulas out of the 'Total' here. You can just grab the formulas in bits and pieces, that you need.  So don't be afraid, there are lots of options in here.

Sometimes, you need to use the language correctly. You might be calling it something in your country, but it's called generically something else in the US, I think, US.

Say you need to make a schedule, instead of making it, type in 'Schedule', and pick from the thousands of templates to get started. You'll find something that's close enough. And you can go and adjust with your mad new Excel skills that we're learning.

All right, don't forget about templates. I cheat all the time, and start with them, and work backwards.

That's it for this video, on to the next one.

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