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Excel Online Tips and Tricks (Microsoft 365)

Excel Online Tips and Tricks (Microsoft 365)

1h 1mIntermediate2021-03-02

Authors

Joshua Rischin

Joshua Rischin

Company Director of Axium Solutions

Course details

Excel for the web offers many powerful features, but because its interface differs from the interface of the desktop tool, most users only use its basic spreadsheet functionality. In this course, instructor Joshua Rischin shows you how to get more out of Excel for the web. Joshua explains some basics of data, including how to cleanse data and use Flash Fill to add data quickly. He gives several useful tips for using custom formatting, hyperlinks, and conditional formatting in Excel for the web. Joshua goes over how to customize your workbooks, as well as create Pivot Tables and Pivot Charts. He covers ways to collaborate, while still protecting your work, and discusses how to use Excel Desktop to get even more from your Excel for the web experience. He steps you through some advanced features, like Excel Ideas and scripts, then concludes with advice on how to apply what you’ve learned from the course.

Skills covered

Tips, Tricks, & TechniquesOffice 365Microsoft 365SpreadsheetsMicrosoft ExcelBusiness Software and ToolsMicrosoft

Concepts

0. Introduction

  • 01 - Be more productive with Excel for the web
  • 02 - Exercise files

1. Working with Data

  • 03 - Get started with data
  • 04 - Data cleanse using Remove Duplicates
  • 05 - Add data quickly with Flash Fill
  • 06 - Simplify views with Groupings
  • 07 - Think ahead by using Tables
  • 08 - Control inputs with Data Validation

2. Formatting Tips

  • 09 - Distinguish information with custom formatting
  • 10 - Interact with the web using hyperlinks
  • 11 - Identify standouts with conditional formatting

3. Customizing Workbooks

  • 12 - File naming on the fly
  • 13 - Get organized by customizing tabs

4. Working with Charts and PivotTables

  • 14 - Create PivotTables in just a few clicks
  • 15 - Create PivotCharts in just a few clicks

5. Collaborating with Excel for the Web

  • 16 - Engage with collaborators by assigning tasks
  • 17 - Customize your view of a file with Sheet View
  • 18 - Share files with collaborators
  • 19 - Protect your work by setting permissions
  • 20 - Coauthor in real time

6. When to Work in Excel Desktop

  • 21 - Use Excel desktop to enhance charts
  • 22 - Use Excel desktop to add slicers to PivotCharts
  • 23 - Set up range names in Excel desktop

7. Using Advanced Features

  • 24 - Unlock the power of AI using Excel Ideas
  • 25 - Find out even more with Workbook Statistics
  • 26 - Save time with scripts

Conclusion

  • 27 - Put your learnings into action

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