6 Skills you Need to Know to Use Excel Effectively As A Beginner

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Excel is one of the best applications when it comes to the creations of spreadsheets to crunch numbers and dashboard reports. It also helps with the storage and administration of data.

Excel has a lot of practical uses waiting to be discovered. These practical uses go beyond the mundane basic spreadsheet function.

You may be a beginner or maybe you have already experienced working with the application. Whatever the case, Microsoft Excel is a versatile tool that’s worth mastering. That’s why anyone that intends to get a career that involves the use of Excel is encouraged to undergo Excel training.

Taking up Excel training courses will help you to learn how professionals use Microsoft Excel in their daily activities. Excel research from Acuity Training shows that Excel courses equip individuals on how to use this powerful program like professionals.

Excel is an incredibly powerful and versatile tool that can help you work smarter and faster, but only if you know how to use it effectively. Whether you’re a beginner or have some basic knowledge, learning the right skills will make Excel a valuable tool in your arsenal. 

From working with formulas to grasping the nuances of pivot tables, find out all the essential Excel skills that can take your productivity to the next level.

The Skills that Beginners Need to Use Excel Effectively

Microsoft Excel remains the go-to program for anyone looking to do some quick data analysis.

There’s no doubt that there are bigger, better, and more complex software available for data analysis. A good example is the free, web-based Google sheets. But still, no software has the broad appeal and the powerful simplicity of analyzing data as Excel does.

Numbers don’t lie. That’s why it’s important that you make data-driven decisions. Organizations, for instance, need skilled professionals that have undergone excel training courses to turn raw numbers into actionable insights.

That’s why being proficient in Excel formulas and other data programs is important. That’s if you intend to enter this highly sought after career. The right skills can turn raw information into sound business strategies. Join us below as we tell you about some of these skills that you must know to effectively use Excel.

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  1. Charts and Graphs

Excel is a powerful program that provides users with a wide variety of tools to manage and analyze data. Charts and graphs are one of the most important features of Excel, enabling users to visualize and quickly understand complex data. 

By taking the time to learn how to effectively create charts and graphs in Excel, even a beginner can use this powerful program to its fullest potential. 

Graphs and charts allow you to easily examine trends in your data, quickly make comparisons, understand relationships between data points, or simply illustrate facts and figures in an easy to understand format. Knowing how to use charts and graphs to present your data makes Excel a much more powerful tool.

There are a lot of chart types in Excel. But, many people get by with Bar, Pie, Column, Scatter, and Line charts. You only need a single series of numbers to generate a chart with the Bar, Pie, Column, and Line charts. With a Scatter, two sets of corresponding data are required to make a comparison.

  1. Master Shortcuts

Learning some keyboard shortcuts will help you to save a lot of time.

A lot of computer and internet users today can’t imagine navigating online without a mouse. You can, for instance, save a great deal of time by only using the keyboard.

You may already be familiar with the use of functions such as ctrl+C and ctrl+V to copy and paste. Ctrl+Z is also a useful shortcut that can come in handy when undoing the last action. Ctrl+pgUP will help you in switching between worksheet tabs and ctrl+A will help you select the entire worksheet. There are a lot of Excel keyboard shortcuts that beginners ought to know. 

  1. Importing Data from a Website

By importing web data into your workbook, you can save time and energy by not having to manually enter data. Websites and web applications such as news sources, stock tickers, and sports teams all provide up-to-date information that can be leveraged in Excel through importing. 

The key is knowing how to access and manipulate the data you need. When bringing in data via the web, you can use built-in commands such as Get External Data and Web queries to quickly bring in the desired data into your workbook.

You can convert this data into a worksheet by clicking File> Import External Data and click New Web Query. When this tab is clicked, a new window opens and displays your browser homepage. It also displays the URL of the page highlighted.

From here, you can choose the webpage that you want to display, then copy and paste the link into the Address box. You’ll finally click on OK and just like that, you have your data imported into an Excel worksheet. 

  1. Removing Duplicates

When working with large data sets, you’ll likely have some duplicates sneaking in. it’s inevitable. But, Excel has ensured that users don’t get bleary-eyed and frustrated by scrolling through the entire spreadsheet looking for the duplicates.

This program takes care of all the legwork by removing the duplicates at the click of a button. You simply:

  • Highlight your whole data set
  • Click on the “Data” tab
  • Click the “Remove Duplicates” button
  • Select the columns that you want the program to find the duplicates in
  • Finally click Ok.
  1. Adaptability Skills

Excel is a complex program that requires users to adapt to new situations as well as functions.

Being able to recognize and detect patterns in data, take advantage of shortcuts, customize the interface, and properly format data are all important adaptability skills that can help accelerate your learning process. 

Furthermore, having the ability to explore and understand other tools available with Excel will help you determine which ones are best suited for specific tasks and how to use them efficiently. 

  1. Problem-Solving Skills

You will strive for better results if you approach problems with the mindset that every issue has a solution.

Demonstrating good problem-solving skills helps you to determine the best solution when errors come up. 

It’s important to be able to troubleshoot and figure out solutions without wasting time or making mistakes. 

Problem solving techniques involve gathering the necessary information, breaking down the problem into smaller parts, looking for creative solutions, analyzing and testing possible solutions, making improvements and validating results. 

Developing these skills can mean the difference between success and failure when using Excel. Spending time mastering this skill will pay dividends in the future as you learn more complex elements. 

Start by understanding the basics of Excel and then taking your problem-solving skills to the next level.

Final Take Away

All that you need to make your professional life easier is to learn these basic Excel skills. You must, however, remember that no matter your level of expertise, there’s always something to learn about Microsoft Excel.

So whatever you do, be sure to take some steps in improving your Excel skills. That’s what will help you in keeping track of your finances. It can also lead you to a great job opportunity some day in the future!

Excel is an incredible tool for organizing, analyzing, and presenting data. With a few essential skills, anyone can begin to use Excel effectively. Knowing how to manage large amounts of data, functions, and formulas can take you from beginner to expert efficiently. 

Don’t be overwhelmed by the seemingly endless possibilities Excel offers—start simple and build your way up for success!

Daniel Martin. Dan is a digital marketing expert with hands-on experience in digital marketing since 2007. Being an expert in link-building services, he has helped many clients in their hard times, he has been building teams and coaching others to foster great innovation. His profound knowledge and skills in solving real-time problems helped Dan on his way to success. Above all, he has a great hobby of photography and enjoys traveling.