Excel: Tracking Data Easily and Efficiently

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Oz du Soleil

3:51:56

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01 - Introduction

01 - Efficient data tracking in Excel.mp4

00:50

02 - 1. Planning Your Data Tracker

01 - Introducing tables.mp4

05:34

02 - Key features of an effective data tracker.mp4

06:40

03 - 2. Helpful Data Tracking Features

01 - Thinking about input, storage, and output.mp4

06:27

02 - Incorporating charts into your tracker.mp4

08:13

03 - Adding helper columns.mp4

03:21

04 - Using Slicers to filter for details.mp4

04:06

05 - Summary pages and dashboards.mp4

04:51

06 - Ad hoc vs. at-a-glance needs.mp4

04:32

04 - 3. Protecting Your Work and Calculations

01 - Protecting cells and sheets.mp4

06:37

02 - Hidden sheets.mp4

03:23

03 - Hidden columns and rows.mp4

04:58

05 - 4. Managing Inputs and Calculations

01 - Using dropdown lists for accuracy and consistency.mp4

09:19

02 - Applying formula triggers to prevent inaccurate results.mp4

04:10

03 - Using cross-footing as a check for data quality.mp4

05:03

04 - Data validation for reasonable values.mp4

04:33

05 - Times Checking data quality.mp4

02:29

06 - 5. Midterm Building a Tracker

01 - Challenge Building a data tracker for event details.mp4

02:04

02 - Solution Building a data tracker for event details.mp4

06:14

07 - 6. Dynamic Arrays and the New Excel Calculation Engine

01 - Dynamic Arrays One formula, many results.mp4

06:14

02 - Dynamic Arrays FILTER, UNIQUE, SORT.mp4

08:51

03 - Dynamic Arrays TOCOL, dropdowns, and conditional formatting.mp4

07:27

08 - 7. VLOOKUP and XLOOKUP

01 - VLOOKUP.mp4

04:34

02 - Categorizing bonuses with VLOOKUP.mp4

03:45

03 - Merging data with XLOOKUP.mp4

05:08

04 - Categorizing bonuses with XLOOKUP.mp4

04:01

09 - 8. PivotTable Basics

01 - What is a PivotTable.mp4

09:16

02 - Preparing and connecting a PivotTable to your data.mp4

06:54

03 - Building and using a PivotTable.mp4

07:11

10 - 9. Using Power Query to Clean, Format, and Automate

01 - Power Query overview.mp4

10:47

02 - Splitting columns.mp4

06:42

03 - Append in Power Query.mp4

08:39

04 - Unpivot and fill-down.mp4

09:39

11 - 10. Pretty It Up!

01 - Data bars for easy visual comparison.mp4

02:21

02 - Connecting a value to a shape.mp4

05:33

03 - Hiding zeroes.mp4

02:42

04 - Conditional formatting to warn of deadlines.mp4

06:51

12 - 11. Get Hands On

01 - Challenge Building a tracker 1.mp4

01:21

02 - Solution Building a tracker 1.mp4

04:54

03 - Challenge Building a tracker 2.mp4

02:44

04 - Solution Building a tracker 2.mp4

11:56

13 - Conclusion

01 - Continue your data tracking journey in Excel.mp4

01:02

Description

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.

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Data Science

Excel

Oz du Soleil

Instructor's Courses

Microsoft Excel MVP | YouTube Channel: Excel on Fire | Author, Guerrilla Data Analysis Version 2. Co-authored with Mr Excel, Bill Jelen | Excel Trainer & Instructor | Speaker. I've been working with data and Excel for many years, and have developed a passion for clean data and reliable reporting. An even greater passion is that of teaching, sharing knowledge and empowering people to do handle their data more efficiently and with greater skill to turn their data into useful information. Presented at: #Northwestern University #University of Illinois at Chicago #IgniteChicago #ExcelTV Courses taught: Excel Formulas Data Visualization in Excel 2013 Pivot Tables & Dashboards Excel for Nonprofits: Measuring Fundraising Effectiveness Introduction to Programming VBA

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