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Excel: Tracking Data Easily and Efficiently

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Too often, Excel users struggle to effectively track data in Excel because they start with the final report in mind. While this seems intuitive, setting up a spreadsheet in this way limits what a person can get from their data. In this course, follow along with Excel MVP Oz du Soleil as he shows how to use Excel features and functions—including Power Query and dynamic arrays—to build and organize basic spreadsheets and transform them into robust tracking systems for any kind of data that is regularly updated. Learn how to create a tracker in Excel that you and your team can use to easily track any kind of data: sales, donations, inventory levels, project statuses, student progress, household spending, and more. Oz wraps up with challenges that invite you to pull together everything you've learned.


01 - Introduction
  • 01 - Efficient data tracking in Excel

  • 02 - 1. Planning Your Data Tracker
  • 01 - Introducing tables
  • 02 - Key features of an effective data tracker

  • 03 - 2. Helpful Data Tracking Features
  • 01 - Thinking about input, storage, and output
  • 02 - Incorporating charts into your tracker
  • 03 - Adding helper columns
  • 04 - Using Slicers to filter for details
  • 05 - Summary pages and dashboards
  • 06 - Ad hoc vs. at-a-glance needs

  • 04 - 3. Protecting Your Work and Calculations
  • 01 - Protecting cells and sheets
  • 02 - Hidden sheets
  • 03 - Hidden columns and rows

  • 05 - 4. Managing Inputs and Calculations
  • 01 - Using dropdown lists for accuracy and consistency
  • 02 - Applying formula triggers to prevent inaccurate results
  • 03 - Using cross-footing as a check for data quality
  • 04 - Data validation for reasonable values
  • 05 - Times Checking data quality

  • 06 - 5. Midterm Building a Tracker
  • 01 - Challenge Building a data tracker for event details
  • 02 - Solution Building a data tracker for event details

  • 07 - 6. Dynamic Arrays and the New Excel Calculation Engine
  • 01 - Dynamic Arrays One formula, many results
  • 02 - Dynamic Arrays FILTER, UNIQUE, SORT
  • 03 - Dynamic Arrays TOCOL, dropdowns, and conditional formatting

  • 08 - 7. VLOOKUP and XLOOKUP
  • 01 - VLOOKUP
  • 02 - Categorizing bonuses with VLOOKUP
  • 03 - Merging data with XLOOKUP
  • 04 - Categorizing bonuses with XLOOKUP

  • 09 - 8. PivotTable Basics
  • 01 - What is a PivotTable
  • 02 - Preparing and connecting a PivotTable to your data
  • 03 - Building and using a PivotTable

  • 10 - 9. Using Power Query to Clean, Format, and Automate
  • 01 - Power Query overview
  • 02 - Splitting columns
  • 03 - Append in Power Query
  • 04 - Unpivot and fill-down

  • 11 - 10. Pretty It Up!
  • 01 - Data bars for easy visual comparison
  • 02 - Connecting a value to a shape
  • 03 - Hiding zeroes
  • 04 - Conditional formatting to warn of deadlines

  • 12 - 11. Get Hands On
  • 01 - Challenge Building a tracker 1
  • 02 - Solution Building a tracker 1
  • 03 - Challenge Building a tracker 2
  • 04 - Solution Building a tracker 2

  • 13 - Conclusion
  • 01 - Continue your data tracking journey in Excel
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