4.35 (534 reviews)
☑ Learn and master Excel from complete beginner to advance
☑ Walk through 10 real-world business case studies
☑ Cover all Excel essential features with Foundation Series
☑ Build Excel models with advanced formulas
☑ Analyze with Pivot Tables, Data Models and Power Pivot
☑ Learn data lookups and preparation including Power Query
☑ Impress with charts, data viz and dynamic reports
☑ Intensive 6-week bootcamp for complete beginners on your own time
☑ Analytics expertise from two practicing professionals
☑ Excel instruction from version 2010 to 2020
This is an Excel master course to ramp up a newbie or to advance an intermediate Excel user. People learn by practicing, not watching videos about technical details. This course is packed with supplemental material for those who learn by practicing, including 10 real world case studies in addition to 260+ course files for practice. Some students may choose to skip to the intermediate and advance sections.
This course is combination of 3-4 courses from their "bootcamps" to quickly ramp people up to perform analyst work in investment, product management, marketing, finance, operations, and business intelligence. Excel is the essential tool to learn in a business world inundated with data and analysis. In this course, Symon and Travis will start from the very beginning in Excel.
Symon and Travis began their way of training Excel while attending MBA program at Stanford and University of Chicago. No matter how smart or patient their classmates were, they couldn't learn Excel fast enough by first memorizing all the technical features in Excel. People learn by immediately applying their skills to business cases. By combining Excel learning with immediate application to business cases, students learned twice as fast and retained newfound expertise in Excel.
Just take a look at our thousands of 5-star reviews from our other courses to see the value and commitment we give to our students.
Sei Im - 5 Stars
“Great examples and practice scenarios! Pacing of the course was great and very easy to understand even at 1.5x”
Brandon Parker - 5 Stars
“I have a lot of experience building excel models and purchased the course for the case studies. I didn't expect to learn much from the introductory parts but was surprised to find additional keyboard shortcuts I had never learned as well as powerful new functions that will make my life a lot easier. This course helped me brush up on functionality that I often neglected while using excel and was super comprehensive. I look forward to continuing using this course as additional case studies are added and highly recommend it for even excel experts.”
Why Microsoft Excel?
Regardless of role or industry, nearly everyone in business needs to have an ever growing baseline knowledge of Excel for business analysis.
Whether you're working in sales, finance, marketing, operations, or investments, knowing your way around Excel and being able to turn complex questions into solutions is critical for success.
Whether you're working for a company or running your own, being able to make better decisions requires you to be able to analyze and interpret data.
What data do you need? How do you prep that data? How do you analyze it to answer specific questions? How do you structure your analysis? How should you visualize your findings?
In this course, we're going to show you step-by-step, exactly how to do that, by starting with the very basics.
This course is all about Excel and its application in the business world. Why?
Excel is still the most popular tool used by analysts in all industries, across all roles. It's used by financial analysts, marketing analysts, sales analysts, and of course, data analysts.
Yes, there are many tools out there but if you learn and master the core concepts and techniques of analysis and modeling in Excel, you'll be able to apply your knowledge to a broad range of applications.
Pankaj Yadav - 5 Stars
“This course is a perfect start for analytics guys...sometimes we work on all hot tools but forget about the basics..so this course can help in clearing all fundamentals.”
Why learn from us?
Both Travis and Symon have been applying and teaching business intelligence, analytics and modeling since our days in business school for over a decade. Our past students and on-the-job trainees have learned best through this combination of technical knowledge and business application.
Travis went to Chicago Booth business school and Symon went to Stanford Business school.
Between Travis and me, we have worked in various roles as analysts, managers, executives, and entrepreneurs across a dozen industries, including real estate, hospitality, software, and consumer products--and thru this course, you'll become as well versed in Excel as we are.
By enrolling with us, you will be learning from two industry practitioners using Excel for a combined 35 years across a dozen different roles in half a dozen industries.
Travis has been a digital marketer, investor, and entrepreneur for 20 years. He’s led growth in Asia for Groupon and even helped build Excel when he was as an engineer at Microsoft. He is a data analysis and data visualization expert who pulls from his industry experience to teach some of the advanced data analysis topics you’ll find in this course.
Symon has been using Excel for all sorts of analysis and modeling for 15 years. He has served as a financial analyst, marketing analyst, and even head of marketing analytics across half a dozen industries. If you look at his other courses on Udemy, you'll see that he is an Excel and analysis ninja, having taught over 200,000 students with nearly 20,000 reviews.
Together, we’ve pulled directly from our personal experience and put everything we could into this course. In fact, all of the case studies you’ll find inside are inspired by real-world projects we’ve worked on.
What if I don't have any Excel background?
No worries! This is why we start with the very basics in our foundational sections, which is designed to get you familiar with Excel before we move on to more advanced topics. You can be a complete beginner and take this course. It might sometimes feel like you're drinking out of a fire hose, but if you put in the time and effort we promise you’ll see results by following our course and doing the exercises.
We then progressively increase the difficulty as you move along in the course, culminating in advanced techniques taught through our case studies.
If you do have an Excel background, you can skip or skim through the foundational sections and move directly into the more advanced topics.
Dijil Dev Kuniyil Vela... - 5 Stars
“Very informative, and excellent presentation. I can use most of the techniques on a daily basis, and save lot of time on manual checks.”
Learn through practice.
Like most things in life, becoming proficient at using Excel takes practice. A lot of practice.
Sure, you'll pick up plenty just from watching, but you'll be doing yourself a disservice if you don't download our more than 100 plus custom-built Excel practice files specifically designed to help you master the program.
We're not done adding all our content yet, either. This class was initially created an "intro" course, but it will soon become a complete coverage of all things essential for any analyst looking to master Excel.
In conclusion, does any of the following apply to you?
1. Do you want to really know your way around Excel?
2. You have data for your work or business but you're not sure what to make of it?
3. You might know your way around Excel but you're not confident about how to real world techniques
4. You frequently receive Excel spreadsheets from others but want to better understand how they arrived at their conclusions?
5. You want to learn the best practices when it comes to using Excel in business environments
6. You are intimidated by spreadsheets and terms like Pivot Tables and VLookups
7. You want to learn a skill set that is useful for any role in any industry you get into later.
If so, then take charge and take our course.
You have absolutely ZERO risk. Udemy gives you a solid-as-an-oak-tree 30-day money back guarantee. You have nothing to lose and everything to gain.
So if you're ready to go from Excel noob to Excel ninja, enroll now!
OPTIONAL: How to use Udemy, download files, etc...
Udemy Technical Issues
Course Files Download
Foundations: Knowing your way around Excel
Overview of knowing your way around Excel
Overview of the Excel Interface
Adding, Deleting, and Editing Data
Data Selection in Excel
Intro to Excel Shortcuts
Excel Navigation Shortcuts
Inserting and Deleting Columns and Rows
Autofit Column and Row Sizes
Freezing Panes and Splitting Boxes
Grouping and Hiding Rows and Columns
Foundations: Essential Excel Functions, Formulas, and Concepts
Overview of Foundations; Essential Excel Functions and Formulas
Doing basic math in Excel
Doing conditional math in Excel
MIN, MAX, and AVG Functions
Logical Operators and Functions
Cell References and Naming
Intro to Array Functions
Internal Rate of Return Functions
Net Present Value Function
Loan Amortization Schedule
Foundations: Mastering Times, Dates, and Text
How Excel Handles Dates, Times, and Text Data
Combining Strings of Text
Cutting Substrings from Text 1/2
Cutting Substrings from Text 2/2
Searching Text in Data
Splitting Text Into Multiple Columns
Converting Date and Text into Numeric Values
Adding and Subtracting Date Values
Compiling Monthly and Annual Totals
Combining Date and Time Values
Adding and Subtracting Time Values
Hours of the Day Analysis
Day of the Week Analysis
Foundations: Essential Statistics for Excel
Over of Essential Statistics for Excel
Descriptive and inferential statistics
The three averages: Mean, Median, and Mode
Percentiles and percentileranks
Standard deviation and variance
Finding trends in data
Correlation in data
Essentials Excel Charts for Business
Overview of Excel Charts
Types of Excel Charts
Stacked Column Chart
100% Stacked Column Chart
Clustered Column Chart
Lookups and Data Functions
Intro to Data and Lookup Formulas
VLOOKUP to Look Up Rows
HLOOKUP to Look Up Columns
Branching with IF Statements
IF and ISNUMBER Catch Errors
SUMIF, COUNTIF and Dropdowns
Unique Lists and Duplicates
INDEX with MATCH for Fast Flexible Lookups
DSUM and Database Functions
SMALL and LARGE to Rank
Multi-Conditions with INDEX and MATCH
Analyzing with Pivot Tables
Overview of Pivot Tables
Pivot Table Quick Tour
Data Prep for Pivot Tables
Pivot Table Builder
Formatting the Pivot Table
Changing Field Values for Analysis
Calculated Fields in Pivot Tables
Sorting, Filtering, Slicing
Updating and Refreshing Data
Data Models with Power Pivot
Overview of Power Pivot
When Do I Need a Data Model?
Setting Up Power Pivot
Loading a Data Model
Importing a Data Model
Viewing the Data Model
Adding and Formatting Columns
Creating Power Pivots
Working with Pivot Charts
Adding a Date Table
Creating Your Own Date Table
Sorting by Refrence Column
Intro to Excel Macros
Overview of intro to Excel macros
What is a Macro? Part 1 of 2
What is a Macro? Part 2 of 2
No Undo for Macro
Saving a Macro
Macro Security Settings
Editing, Deleting, and Saving a Macro
Removing Blank Cells
Data Prep with Power Query
Overview of Power Query
When Do I Need Power Query?
Setting Up Power Query
Querying from Files
NOTE on Lesson Files for Power Query
The Power Query Editor
Transforming Data Types
Split, Merge and Edit Columns
Querying from a Folder
Unpivoting and Pivoting
Overview of Case Studies
Case: Simple Analysis of Gaming Industry
Case study data overview
Basic data analysis using built in features in Excel
Taking the data analysis further using conditional functions in Excel
Visualizing the analysis in Excel
Case: Analyzing Trends for Cryptocurrency
Case study data overview
Preparing the data for analysis
Comparing the investment returns of Bitcoin vs S&P500
Extending the comparison to two additional cryptocurrencies
Looking at moving averages
Case: Evaluating a rental income property
Case study overview
Why even do investment analysis?
Market research part 1 of 2
Market research part 2 of 2
Completing the back of the envelope analysis
50 Year BOE Model
Case: Evaluating survey data
Case study data overview
Prepping the survey dataset
Running demographic analysis on survey responses
Deeper dive into survey data using pivot tables. Part 1 of 2
Deeper dive into survey data using pivot tables. Part 2 of 2
Case: Venture Market Research
Do We Have a Good Startup?
About the Dataset
Venture Financing Data
Researching Startup Activity
Exercise: Curiously Dig
Exercise: Venture Funding Trends
Exercise: Venture Funding Pipelines
Do We Have Too Many Founders?
Case: Keyword Analytics for Marketing
Keyword Research for a New Product
Why Do Keyword Research?
Exporting from Google Keyword Planner
Automate with Power Query
NOTE on Absolute File Paths in Power Query
Let's Do Some Keyword Analytics
Conditional Column Easier Than Nested IF
Pivot for Keyword Cluster Trends
Overview of Appendix
Advanced Filter to Find Unique Items in a List
Building a Back of the Envelop Model in Excel Part 1 of 2
Building a Back of the Envelop Model in Excel Part 2 of 2
This training was very, very useful. The lessons I learned hear will carry me throughout my professional career. The lessons were very informative.
yes it is a good match for me..gaining knowledge about ms excel but for mathematical formulas it could be better if it is going with step by step and by simple data information so that one can easily understand
Great Match, Only started and although I have used Excel for many decades already I have learnt so much.
It’s evident from the first few videos that the instructors know what they are doing.. Additionally, Simon’s method of explanation is very clear.
One thing i want to mention while giving the rating of 5 Star is that Courses are given along with resources and are tailored in such a way that it is getting inside mind in one go. excellent.
Symon and Travis are amazing experts because they both have the real world experience. Even at the University level, that's tough to find. You gotta respect their chops teaching us here.
This course is really a very good experience to me.The things which I learn earlier were brush up .Thanks for such a wonderful course.
It was an amazing course. Instructors were very clear. Case studies were very useful and made understanding the course very easy.
if i press f2 my internet will go off .. if there's any other ways to handle it please let me know.. thank you.
Some of the lectures are not broken down enough and tend to skip over crucial basics. I'm a complete beginner in Excel and while I am getting a lot of value in this course, I am finding I'm having to repeat lessons excessively because some things are not explained in depth.
I didn't see such an easy and wonderful course earlier thumbs up. I will be excel expert after this course hopefully.
Course was professional done, nice flow from each main topic to sub topics. Examples set were clear and realistic. Lots of great tips and best practices. Overall delivery and presentation was excellent!
I've gone through about 20% of the course. So far the content covers not just on windows but also mac. I've used Excel for years, still, I pick one couple of things in the foundation session. Looking forward for the cases for an Analyst.
Really well explained how to use Udemy and the video player, so far so good, and I'm just in the introduction part.
Explanations are deep and comprehensible. Language is good. You will not waste your time. Everything you need is here :)