Udemy

Microsoft Excel Essentials (Bookkeeping & Accounting)

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  • 11,982 Students
  • Updated 6/2025
4.8
(677 Ratings)
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Course Information

Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
3 Hour(s) 46 Minute(s)
Language
English
Taught by
Calvin Lee, CPA, CA, MBA
Rating
4.8
(677 Ratings)

Course Overview

Microsoft Excel Essentials (Bookkeeping & Accounting)

Microsoft Excel templates included. Microsoft Excel From Beginner to Professional. Microsoft Excel Tips and Tricks.

In this course you will learn the basics of Microsoft Excel as quickly as possible. By the end of this course, you will have a solid understanding of how to use basic functions of Microsoft Excel that you can apply to your professional or personal life.

You can use any version of Microsoft Excel to take this course, including Microsoft Excel 2007, 2010, 2013, 2016, 2019, or Excel 365.

Each lesson is around 3-5 minutes, and you can learn at your own pace.

WHAT STUDENTS SAY ABOUT THIS COURSE:

- "This is such a great course for beginners. It taught me so many new tricks to use Excel more easily." - Nora A.

- "I enjoyed all the lessons. I felt like each one had at least one thing that I could take away from. I really enjoyed learning how to add charts and pivot tables to my spreadsheets for an easy summary of information. The sound quality was good. The instructor was clear and precise. The information was presented in a way that was easy to understand and also covered a vast amount of information. Definitely glad that I took this course. Would take another course provided by him, hands down." - Brittany A.

- "Sum function, formatting numbers, mean, median, mode, and count, Sumif, VLookup and HLookup were the most helpful lessons for me. They taught me new lessons that will help me in the future. The lessons were very easy to follow. I would have Excel open and ready to input the same criteria when the video started, and could pause where I needed to do the exercises on my own." - B. Alvarez

YOU WILL LEARN:

  • Navigating around Microsoft Excel

  • Entering text and numbers

  • Adding numbers (SUM function), subtracting, multiplying, and dividing

  • Correcting cells and moving around cells

  • Inserting columns and rows

  • Adding and deleting cell format (bold, font, etc.)

  • Using Copy, Cut, Paste, and Format Painter to quickly copy cell formatting

  • Paste Value using Paste Special

  • Wrap text in a cell

  • Formatting numbers using dollar sign, percentage, decimals

  • Conditional formatting to add colors to make sense of cell data

  • Using charts (pie charts, column charts, etc.)

  • Sorting numbers

  • Filtering numbers

  • Using Freeze Panes to see columns and row headings

  • Print Preview options to nicely print your Excel sheet

  • Using Sumif function to add cells based on criteria

  • Using VLookup function to quickly find data in a table vertically

  • Using HLookup function to quickly find data in a table horizontally

  • Using "If" function to test criteria

  • Using "Left" and "Right" functions to extract data from a cell

  • Removing duplicates in a range of data

  • Shortcut keys to quickly select a range of cells

  • Finding absolute value of positive and negative numbers

  • Pivot Tables to summarize your data

  • And much more!

WHY THIS COURSE?

  • Taught by a CPA, CA, MBA - Calvin K. Lee

  • Calvin is a top-rated instructor at Schulich School of Business at York University

  • Over 52,000+ students from 172 countries enrolled in his courses

  • Lifetime access to this course, and you receive new lessons and updates for FREE.

  • He has 15 years of experience in bookkeeping & accounting

  • He has worked in a Big 4 accounting firm (Ernst & Young)

  • Subtitles (captions) available in English, French, Hindi, Simplified Chinese, and Spanish

  • Certificate of Completion available

  • I guarantee you will learn Excel. If you aren't absolutely satisfied, I'll refund your money with a 30-day money-back guarantee

REGISTER FOR THIS COURSE NOW!

Course Content

  • 9 section(s)
  • 46 lecture(s)
  • Section 1 Introduction
  • Section 2 Microsoft Excel Basics
  • Section 3 Formatting cells, Format Painter, Wrap Text
  • Section 4 Excel Shortcuts, Mean/Median/Mode, Split Screen, Grouping Data
  • Section 5 Charts, Sort & Filter, Freeze Panes View, Print Preview Options
  • Section 6 Useful functions: Sumif, VLookup, HLookup, If, Remove Duplicates
  • Section 7 Pivot Tables: Summarizing Data and Finding Data quickly
  • Section 8 More Useful Functions & Options
  • Section 9 More Resources

What You’ll Learn

  • Microsoft Excel basics
  • Subtitles/captions available in English, French, Hindi, Simplified Chinese, and Spanish
  • Adding numbers, subtracting, multiplying, and dividing
  • Using formulas to work with numbers
  • Inserting columns and rows
  • Using cell format (bold, font size, highlight, etc.)
  • Using Format Painter to quickly copy cell formatting
  • Using Wrap text in a cell
  • Formatting numbers using dollar sign, percentage, decimals
  • Conditional formatting to add colors to make sense of cell data
  • Using charts (i.e. pie chart) to present your data
  • Sorting and filtering numbers
  • Using "Freeze Panes" to see columns and row headings
  • VLookup, HLookup, Sumif
  • Pivot Tables


Reviews

  • J
    Joan Wells
    5.0

    good teaching, easy to understand.

  • A
    Ariane Mae Agulto
    5.0

    Very useful information, simple and easy to learn

  • J
    Julie Sandford
    4.5

    Really good am learning lots

  • A
    Aryeh Fried
    5.0

    Everything is very clear

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