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Everyday Excel

Work confidently and quickly in Excel. Using a case study you will build a budget, calculating the costs for various items, grouping them together, and totaling up. We do all of this using best practice, including column widths, handling hardcoded numbers, formatting, building formulas, copying formulas and formatting, consistent formulas across rows/columns, how to edit a model confidently, and adding checks.

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15 Lessons (45m)

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  • Description & Objectives

  • 1. Excel - Introducing the Case Requirements

    02:13
  • 2. Column Widths and Why

    02:41
  • 3. Hardcoded Numbers Get Their Own Cell

    04:31
  • 4. Hardcoded Numbers Formatting

    03:44
  • 5. Hardcoded Numbers Copy and Paste Formats

    03:00
  • 6. Building Formulas by Linking Cells

    01:16
  • 7. Handle and Locking With Dollar Signs Part 1

    04:38
  • 8. Handle and Locking With Dollar Signs Part 2

    02:53
  • 9. Sum the Totals

    01:52
  • 10. Consistent Fomulas Across Rows and Columns

    02:37
  • 11. Editing a Model - Intro

    01:16
  • 12. Editing a Model - Insert an Assumption

    03:26
  • 13. Editing a Model - Matrix Integrity

    03:40
  • 14. Editing a Model - Update Totals

    02:28
  • 15. Adding Checks to Numbers

    03:55

Prev: Text and Date Next: Excel Charts and Graphs

Excel - Introducing the Case Requirements

  • Notes
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  • Transcript
  • 02:13

Introduces the problem that we need to solve, using Excel.

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Excel Introducing the Case Requirement

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Transcript

Okay, let's use this case study to supercharge you at Excel. So we're told a training course is due to take place for which the cost is unknown. You have been asked to produce a budget by your boss. The desired outputs from the budgets are the total cost and the cost per participant. Lay out the budget in an easy to understand manner, it is important that colleagues should be able to understand and use the model without your help. So that's what we want to do. We want to show you how to lay out this model, put all the data in it so it's really easy to A do, and to B to be understood by your colleagues. We've been given lots of assumptions. We've got assumptions on the number of rooms, assumptions for number of participants. We've then got various different costs. There's a course leader and a teaching assistant. We've got costs for the venue, training room, internet access, and coffee. And then we're told that there are also costs for hotels and food as well. Unfortunately, our boss has provided all of this to us in an email, and I've copied it here into Excel, and it's really of little use to us in its current form. So we've started the model for you, but it looks kind of ugly at the moment. All the words are overlapping the columns, and we need to put the numbers in here, then do some calculations. And what we really want to show you is how to do this quickly, efficiently, and give you some basic rules so that you could go and apply this for a completely different model, a completely different budget, even much more complex items in the future. Now, this file that I'm looking at is available on the page for you to download and open up yourself as you go through each recording. There'll be new Excel files in there, but it's basically this file that gradually builds up. So start with this file, watch the other recordings, make the changes as they go, and you won't have to open up any of the other Excel files unless you get stuck and you want to have a look at the answer file. So stick with this file, build your own budget, and follow along with us.

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