zkeelr / excel-fundamentals

D-Lab's six-hour introduction to the basics of Microsoft Excel (with support materials for Google Sheets). Learn Excel functions for handling text, math, dates, logic, and calculations; learn to create charts and pivot tables.

D-Lab Excel Fundamentals Workshop

This repository contains the materials for the D-Lab Excel Fundamentals workshop.

Prerequisites

No prior experience is assumed.

Check D-Lab's Learning Pathways to figure out which of our workshops to take!

Workshop Goals

In this workshop we introduce the fundamentals of spreadsheet data analysis in Microsoft Excel (with supporting materials for Google Sheets). We will introduce the Excel interface and tabs, then demonstrate how Excel functions work. Then, a combination of slides and to-it-yourself exercises will cover basic functions for dealing with text, math, logic, dates, and errors. Finally, we cover data visualization and analysis using charts and pivot tables.

Installation Instructions

We will use Microsoft Excel to go through the workshop materials, which requires installation of Microsoft Excel (recommended) or the use of Google Sheets. Google Sheets (if Excel is not available to the attendee) is a web application that requires a steady internet connection during use but no download. Google products are usually not available in China, among other locations.

Those in the UC Berkeley community have free access to Microsoft Excel, which can be downloaded by following the instructions on this page: https://software.berkeley.edu/microsoft-365-apps-enterprise

Excel users - complete the following steps:

1. Make sure Microsoft Excel is downloaded to your computer, using the link above as needed.
2. Open the D-Lab Google Drive folder
3. Open the Google Slides document "Excel Fundamentals - Part 1" or "Excel Fundamentals - Part 2".
4. Download the workbook "Excel Training Workbook.xlsx" from the Google Drive folder.
5. Open the downloaded workbook on your computer using Microsoft Excel.

Google Sheets users - complete the following steps:

1. Open the D-Lab Google Drive folder
2. Open the Google Slides document "Excel Fundamentals - Part 1" or "Excel Fundamentals - Part 2".
3. Open the "Excel Training Workbook" Google Sheets file from the Google Drive folder.

Additional Resources

Check out the following resources to learn more about Excel:

• ExcelJet
• udemy
• LinkedIn Learning
• Microsoft Excel Support
• Dictionary of Excel Functions

About the UC Berkeley D-Lab

D-Lab works with Berkeley faculty, research staff, and students to advance data-intensive social science and humanities research. Our goal at D-Lab is to provide practical training, staff support, resources, and space to enable you to use R for your own research applications. Our services cater to all skill levels and no programming, statistical, or computer science backgrounds are necessary. We offer these services in the form of workshops, one-to-one consulting, and working groups that cover a variety of research topics, digital tools, and programming languages.

Visit the D-Lab homepage to learn more about us. You can view our calendar for upcoming events, learn about how to utilize our consulting and data services, and check out upcoming workshops.

Contributors

• Ann Scheliga
• Laura Schmahmann
• Severin Saenz
• Connor Haley