Ten practical guides

Excel for Practical Analysis

Start with the job you need the spreadsheet to do. These guides use small business examples and show the checks that keep a workbook understandable after it grows.

Why this topic

Excel has a large official training and support ecosystem and remains a common tool for reporting, operations, analysis, and planning across roles.

01
Beginner Excel guide

Excel basics

Learn the Excel basics people use at work: clean tables, cell references, sorting, filtering, and a repeatable way to check your spreadsheet.

02
Excel formula guide

Formulas and functions

A practical guide to SUMIFS, COUNTIFS, IF, IFERROR, text functions, and date functions, with examples that show how the pieces fit together.

03
Excel lookup comparison

XLOOKUP vs. INDEX-MATCH

Compare XLOOKUP with INDEX-MATCH using exact-match examples, left lookups, missing values, and compatibility tradeoffs.

04
Excel reporting guide

PivotTables

Turn transaction rows into a useful PivotTable, choose the right fields, group dates, show percentages, and avoid misleading totals.

05
Excel data quality guide

Data cleaning

A safe Excel data-cleaning workflow for duplicates, spaces, inconsistent labels, dates, numbers stored as text, and missing values.

06
Excel visual analysis guide

Conditional formatting

Use Excel conditional formatting to flag overdue work, compare against targets, and reveal patterns without turning a report into a wall of color.

07
Excel chart guide

Charts for KPIs

Pick an Excel chart based on the comparison you need, then use targets, labels, and scales without distorting the result.

08
Excel scenario analysis

Goal Seek and Solver

Learn when to use Goal Seek, Data Tables, or Solver in Excel, with a break-even example and checks that keep the model honest.

09
Excel dashboard guide

Dashboard design

Plan an Excel dashboard around decisions, define KPIs, separate data from presentation, and design filters and charts that stay reliable.

10
Excel automation guide

Power Query basics

Use Power Query to import, clean, combine, and refresh recurring files without repeating the same manual spreadsheet steps each month.

Demand and scope reference: Microsoft Excel help and learning. Official reference for Excel features, formulas, tables, charts, and data tools.