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Microsoft Excel’s greatest strength—flexibility—is also its greatest weakness. This Excel course for new and even the most skilled Microsoft Excel users demonstrates how to build structure and consistency into your spreadsheets to maximize accuracy and minimize errors. We also explain the five key questions that you need to keep in mind when constructing your spreadsheets for external review.

We review the methods and best practices for building a structural foundation for your spreadsheets, and provide a downloadable template file which you can adapt to your own style as you develop it. We cover:

  • Why structure matters
  • Creating a structural foundation for consistent spreadsheets
  • Constructing spreadsheets that meet three main goals using key five questions
  • Tips for using calculation and functionality to maximize accuracy and minimize errors

Learning Objectives

  • Design and Implement a consistent formatting and structural approach to your spreadsheets
  • Structure calculations and utilize Excel functionality to maximize accuracy and minimize time required to error check​
  • Adopt core Excel rules of efficiency and error checking
Last updated/reviewed: September 19, 2018

30 Reviews (76 ratings)Reviews

4
Member's Profile
Very good for beginner to intermediate Excel users. As an advanced Excel user with 20+ years of experience I found a couple of solid suggestions to improve my practices and I agree with 90% of what Simon says in this presentation.
5
Member's Profile
This is a very useful course! The tips and suggestions to make spreadsheets more readable and usable are huge. They seem like they should be obvious, but as I haven't used them in my existing spreadsheets - they aren't. Thanks!
4
Member's Profile
These are some fundamental concepts, but a good reminder. Although it is more work up front, consistently using these concepts when setting up Excel workbooks would save a lot of time in the long run.
5
Member's Profile
Excellent way to keep a spreadsheet organized. As a basic user I appreciated all the information presented. Even if some of it I won't be using.
5
Member's Profile
Even though the content is essentially basic, the ideas Simon puts forth are applicable to Excel users of all experience levels.
3
Anonymous Author
I would have been better able to understand this lesson had I had to follow along by filling out an corresponding excel file.
5
Anonymous Author
More great Excel advice I will put to use. I wish I had all this exposure to Excel years ago and had been using it.
5
Anonymous Author
This is one that I plan on going over and over in the future. There are tips and examples. Very good coverage.
4
Anonymous Author
Some good takeaways. I particularly like the idea of housing specific structural elements on different tabs.
4
Anonymous Author
Some great information but some of it assumes knowledge by the student of other excel functions.
1
Anonymous Author
I liked the structured approach to setting up spreadsheets and to formatting elements.
3
Anonymous Author
Course was very informative. I will use approach to create effective spreadsheets.
4
Member's Profile
Great class, wish you would slow down on showing where some of the functions live.
5
Anonymous Author
I needed to first go back and grab 1 or 2 theories to remember about Vlookups.
4
Member's Profile
I like how the course got straight to the point and simplified the examples.
5
Anonymous Author
Good course for learning how to develop structure into your spreadsheets.
4
Anonymous Author
Excellent tips and tricks to help with presentation and efficiency.
4
Member's Profile
There were many good tips for improving Excel Worksheets.
5
Member's Profile
Very useful tips on for preparing spreadsheets in Excel.
3
Anonymous Author
The saving features part of this course, very helpful.
4
Anonymous Author
Quite a few helpful tips in an hour - very worthwhile.
4
Anonymous Author
Great tips to use. The power of excel is amazing.
5
Member's Profile
Very easy to follow and course went by quickly.
5
Anonymous Author
Ctrl + ~ is a very helpful tip for reviewers.
5
Member's Profile
excellent course on a much needed topic
5
Member's Profile
Some excellent advice in this course.
3
Anonymous Author
Very dry, but the material is good.
4
Member's Profile
Learned a few good tips
3
Anonymous Author
Good info.
5
Anonymous Author
Very good.

Prerequisites

Course Complexity: Foundational

No advanced preparation or prerequisites are required for this course

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
Excel – Why Structure Matters
  4:44Goals and how to achieve them
  7:30Illustrative example 1
Structuring Excel workbooks
  5:41Excel User Groups: What They Need and How to Give It to Them
  5:49Illustrative example 2
Structuring Excel Calculations
  3:26How best to approach calculations
  15:59Illustrative example 3
Excel Rules and Tips
  8:04Ways to make your life a whole lot easier
Conclusion
  1:10Tips Demonstration and Course Conclusion
Continuous Play
  54:54Excel 101: Establishing Structure and the Five Key Questions Every Spreadsheet Should Answer
SUPPORTING MATERIALS
  PDFSlides: Excel 101: Establishing Structure and the Five Key Questions Every Spreadsheet Should Answer
  PDFExcel 101: Establishing Structure and the Five Key Questions Every Spreadsheet Should Answer Glossary/Index
  xlsxCalculation Example
  xlsxSales Incentive Calculation
  xlsxTemplate Base File
REVIEW & TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM