Microsoft Excel for Complete Beginners w/ Case Studies

Master or review Excel with 10 real world case studies. Packed with supplemental material for analysts.

4.35 (534 reviews)


19 hours


Mar 2021

Last Update
Regular Price

What you will learn

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!


Microsoft Excel for Complete Beginners w/ Case Studies
Microsoft Excel for Complete Beginners w/ Case Studies
Microsoft Excel for Complete Beginners w/ Case Studies
Microsoft Excel for Complete Beginners w/ Case Studies


Start Here


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

Formatting Cells

Formatting Numbers

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

Calculating CAGR

Loan Amortization Schedule

Auditing Formulas

Fill Commands

IS Function

Rounding Functions

Foundations: Mastering Times, Dates, and Text

Section Overview

How Excel Handles Dates, Times, and Text Data

Case Functions

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

TODAY Function

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

Frequency distributions

Standard deviation and variance

Finding trends in data

Correlation in data

Essentials Excel Charts for Business

Overview of Excel Charts

Types of Excel Charts

Pie Chart

Bar Chart

Line Chart

Bubble Chart

Area Chart

Scatter Plot

Stacked Column Chart

100% Stacked Column Chart

Clustered Column Chart

Gantt Chart

Bullet Chart

Combination Chart

Waterfall Chart

Lookups and Data Functions

Intro to Data and Lookup Formulas

VLOOKUP to Look Up Rows

HLOOKUP to Look Up Columns

Naming Arrays

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

Creating Groupings

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

Creating Relationships

Adding and Formatting Columns

Adding Measures

Creating Power Pivots

Working with Pivot Charts

Adding a Date Table

Creating Your Own Date Table

Adding Hierarchies

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

Macro Limitations

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

Case Studies

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

Appendix Extras

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


April18 September 2020

This training was very, very useful. The lessons I learned hear will carry me throughout my professional career. The lessons were very informative.

vaishnavi17 August 2020

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

John3 August 2020

Great Match, Only started and although I have used Excel for many decades already I have learnt so much.

Olayinka29 July 2020

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.

Aman29 July 2020

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.

Shannon18 July 2020

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.

Manasi4 July 2020

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.

Job30 June 2020

It was an amazing course. Instructors were very clear. Case studies were very useful and made understanding the course very easy.

Amany29 June 2020

if i press f2 my internet will go off .. if there's any other ways to handle it please let me know.. thank you.

Ben27 June 2020

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.

Izaz26 June 2020

I didn't see such an easy and wonderful course earlier thumbs up. I will be excel expert after this course hopefully.

J25 June 2020

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!

Beka25 June 2020

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.

Mynor25 June 2020

Really well explained how to use Udemy and the video player, so far so good, and I'm just in the introduction part.

Mufasa24 June 2020

Explanations are deep and comprehensible. Language is good. You will not waste your time. Everything you need is here :)


6/24/2020100% OFFExpired


Udemy ID


Course created date


Course Indexed date
Course Submitted by