Video: Excel Basics For Beginners

📊 Learn Excel from Scratch

This video walks you through the basics of Excel — from setting up worksheets to using key functions for data analysis. Great for portfolio tracking, financial modeling, or organizing investments.

💡 How to Get the Most From This Video

  • Follow along in real-time: Open Excel and replicate each step as the video plays
  • Pause after each section: Practice formulas, formatting, and functions before moving on
  • Use sample data: Try creating a mock portfolio sheet to test concepts
  • Revisit basics: Repeat sections until you are comfortable navigating Excel confidently
Excel Basics For Beginners – A Step-by-Step Guide

🎯 Key Topics Covered

  • Worksheet Basics: Adding sheets, renaming, basic navigation
  • Essential Functions: SUM, AVERAGE, MIN, MAX, simple formulas
  • Formatting & Organization: Columns, rows, headings, cell formatting for readability
  • Data Entry & Clean-up: Sorting, filtering, removing duplicates, basic data hygiene
  • Portfolio Tracking Setup: Creating tables to track investments, returns, and metrics

Next Steps: After watching, build a simple spreadsheet to track a mock investment portfolio — include columns for stock name, units, price bought, current price, and calculate returns automatically. This hands-on practice helps embed your new Excel skills.

📝 Reflection Questions

  • Which Excel function or feature felt most useful to you?
  • Could you see yourself using Excel to track real investments? How?
  • What layout or data columns would you include in your own investment tracker?
  • How might Excel help you analyse or visualise long-term investment performance?
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