Beginning Excel 2019 — From Basics to Advanced Skills

Table of Contents:
  1. Fundamental Skills
  2. Mathematical Computations
  3. Formulas, Functions, Logical and Lookup Functions
  4. Presenting Data with Charts
  5. Tables
  6. Multiple Sheet Files
  7. Printing and Page Setup Techniques

Overview

Beginning Excel 2019 is a practical, task-oriented course summary designed to take learners from core spreadsheet basics to dependable data analysis and reporting techniques. The guide emphasizes step-by-step instruction, reproducible examples, and mini-projects so you can practice workflows that reduce errors and increase efficiency. Lessons focus on reliable formula construction, structured Tables, clear visualizations, and printing best practices—all framed around common workplace scenarios to help you apply skills immediately.

What you will learn

You’ll follow guided exercises that reinforce essential Excel 2019 skills: building accurate formulas and common functions (SUM, AVERAGE, IF and lookup routines), organizing worksheets for clarity, and using Tables to create dynamic, maintainable ranges. The material shows how to summarize and explore data with PivotTables and PivotCharts, choose and format charts that support your message, and configure page layout and print settings for polished outputs. Each topic combines concise explanations with annotated screenshots and hands-on examples you can adapt to real data.

Learning outcomes and practical skills

Working through the exercises and projects will help you develop repeatable habits for trustworthy spreadsheets. Key outcomes include:

  • Writing readable, auditable formulas and using structured references to simplify updates and reduce broken links.
  • Applying conditional formatting and data validation to highlight exceptions and prevent input mistakes.
  • Creating and customizing Tables and PivotTables to produce dynamic summaries without changing source data.
  • Designing charts and visuals that communicate insights clearly to colleagues and stakeholders.
  • Preparing consistent, print-ready reports by setting page layouts, headers/footers, and print areas.

Practical applications

The guide anchors examples in everyday tasks so learning transfers quickly: automated budgets and cash-flow trackers, personnel summaries and simple dashboards, inventory lists with dynamic totals, and gradebooks that apply logical and lookup functions. Each scenario demonstrates combining functions, Tables, and PivotTables with thoughtful layout and formatting to solve problems faster and with fewer mistakes.

How to use this guide

Approach the material chapter-by-chapter to build a solid foundation before advancing to more complex topics. Complete the hands-on exercises, follow the annotated screenshots, and adapt sample projects to your own spreadsheets. Use the glossary and quick tips to reinforce terminology and recommended practices. Reproducing examples and experimenting with variations is encouraged to deepen understanding and tailor techniques to your workflows.

Who benefits most

This resource is suited to absolute beginners and early-intermediate users: students, administrative staff, small business owners, and anyone who works with tabular or numeric data and needs reliable tools for calculation, analysis, and presentation. Its practical, example-led approach also supports classroom instruction, onboarding, and independent study.

Quick FAQ

Why use Excel Tables? Tables convert a range into a structured object so formulas, filters, and formatting adapt automatically as data changes—making maintenance easier and reducing errors.

How should I choose a chart? Match the visualization to your message: use line charts for trends, bar/column charts for comparisons, and simple pie charts only for clear part-to-whole views. Always label axes and legends for clarity.

When are PivotTables best? PivotTables are ideal for fast summarization, grouping, and ad hoc reporting without altering source data—especially when exploring large or changing datasets.

Exercises and project ideas

Practice projects reinforce core techniques: build a personal budget with automated totals and charts, produce payroll or vendor summaries using Tables and PivotTables, and assemble a gradebook that applies logical and lookup functions to assign scores. Exercises stress accuracy, efficient layout, useful conditional formatting, and producing presentation-ready outputs.

Glossary (select terms)

  • Workbook: the Excel file that contains one or more worksheets.
  • Worksheet: a single sheet with a grid of rows and columns.
  • Table: a structured range that supports filtering, sorting, and dynamic references.
  • Formula: an expression entered in a cell to compute values.
  • Function: a built-in operation such as SUM or AVERAGE.
  • PivotTable: a tool for summarizing and analyzing data quickly.

Final note

Organized around clear procedures and real-world examples, this guide helps learners move from basic spreadsheet tasks to dependable analysis and reporting. If your goal is to automate routine calculations, present data more clearly, and build reusable Excel workflows, the lessons and projects offer practical steps and templates to make that transition smoother.


Author
Noreen Brown, Barbara Lave, Hallie Puncochar, Julie Romey, Mary Schatz, Art Schneider, and Diane Shingledecker
Downloads
30,930
Pages
225
Size
7.88 MB

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