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There are a number of “Excel for beginners” resources on the web, as Excel is used in almost every industry by almost every business. Most of those resources focus on the mechanics of how to use particular features of the tool.

Instead of diving into the mechanical “how do you do x or y?” questions of Excel formulas and formatting right off the bat, we’re going to instead focus on the what. What are the things you can do as an Excel beginner that you might not have thought of otherwise? (Don’t worry, we’ll get into a bunch of the other basics in here as well.)

Let’s take a look at these most common uses for Excel beginners.

1. Calculations
As a simple example, you can total up all the values in a single column and multiply it by a known variable. You can use these calculations to manage loans, formulate budgets, and so on. This is the most fundamental use of Excel for beginners.

2. Charts and graphs
These are handy if you’re going to present information to a client or supervisor and need a concise way to display your findings. They also add a bit of visual flair to your spreadsheet.

3. Calendars and schedules
This is especially useful if you have recurring events on certain days of the week. You can use each row to designate a different time slot or event, and each column to represent a different day.

4. Inventory management
You can keep a list of all your items, and use columns to designate the locations of those items. Automatic calculations come in handy here, too.

5. Time tracking
If you have employees or contractors who need to keep track of their time and you don’t have an automated time tracking software, you can use an Excel template to keep track of those hours.

6. Goal tracking
You could create separate sheets for daily, weekly, and monthly goals, and then use cells to keep track of what your goals are and whether or not you accomplished them.

7. Task lists
In a similar vein, Excel can help to keep track of tasks you need to accomplish, checking off individual cells, or changing their color to indicate when you’ve finished with each task.

8. Project management
You can use columns to group tasks and projects in various states of progress, and share that master spreadsheet with your teammates so everyone stays organized. It may be a bit redundant if you’re already using project management software, but it should boost your team’s productivity otherwise.

9. Quizzes and surveys
If you’re interested in quizzing yourself on specific questions, you can create a master list of questions and answers, and then use another sheet to quiz yourself on those questions.

10. Forms
Excel can also be used to create various forms, which range from simple to complex. Again, you can use custom drop-down menus here to give your recipients or coworkers a list of predetermined options to choose from.

11. Mailing lists
Buying email lists is a bad idea, but you can collect and manage email addresses fairly easily with a well-structured spreadsheet. This has the added bonus of being easily searchable, so you can find individual records quickly, or sort those records based on individual variables, like response rate or whether or not they’ve converted in the past.

12. Data analysis
For beginners, this is often one of the “aha” moments. One minute you have a big file filled with raw data, and the next you have insight. Excel allows you to easily sort your records or upload them to another source, or if you use the right calculations and formulas, you can crunch those numbers so you can gain perspective more quickly.

13. Basic accounting
You can set up automatic calculations so your totals update themselves every time you input new information, and if you share your spreadsheets with other people, you can track your company’s finances in real-time. There are also many accounting templates you can use in Excel, minimizing the time it takes to create new reports.

So there you have it, a quick trip through the multi-purpose tool that is Excel! There’s practically no limit to what you can do with Excel, especially once you familiarize yourself with the basic functions.

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Published: Thursday, July 16, 2020 9:40 AM
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