Interesting question - How to learn Excel?

Posted Sat, Jul 18 2009 14:27 by Nate Oliver

I received an email from a nice fellow, from a very large Minneapolis-based organization, yesterday, asking how a coworker could learn to use Excel.

This is a pretty good question, for mature individuals in the workforce, or potential hobbyists who might think they'll have a need for the software, at some point.

Here's my advice, based on my experience.

I would not start on your own - the realm of possibilities are too vast and while it's easy enough to say "read the manual", you won't know what you're looking for.

A primer is in order. I would scour local Community Colleges for primer courses, e.g., if you were in the Twin Cities, Normandale Community College offers a beginner Excel course, on the weekends, for $99:

http://normandale.augusoft.net/index.cfm?method=ClassInfo.ClassInformation&int_class_id=6235&int_category_id=5&int_sub_category_id=26&int_catalog_id=0#

The point in doing this is two-fold:

  1. Friendly price-point
  2. Establish a base understanding of Excel with hands-on assistance

I don't necessarily recommend that particular course or institution, as I haven't attended either, but it's an example of the concept. And they offer more advanced courses, too.

Once you have a good working base knowledge of Excel, and remember, we're learning to crawl before we walk, and walk before run, then I recommend to self-study.

Microsoft Excel MVP, Tom Urtis, has a write-up on this very subject, layering on additional Excel insight, in the following link:

http://www.atlaspm.com/faqxllearnmore.html#104

And I agree with this, as this is how I approach learning how to use Excel.

A few additional comments. You're not Neo, and this isn't 'The Matrix', you can't download an understanding of Excel directly into your brain. If you want to learn how to effectively use Excel, you've got to want it, and study it quite a bit, to the point where you feel your working knowledge is adequate.

I really believe that self-study and experimentation on Spreadsheets, that are mission-critical to you, are imperative for learning how to use Excel, versus contrived academic work. Have you ever been in a car that you're driving to a location you've never been, and you can recall how to get there, next time? But, while being a passenger, none of the voyage is retained?

In my experience, Excel is very much like this. It's easier to learn and retain if you're piloting, and what you're practicing is important to you.

With that, good hunting!

Comments

# re: Interesting question - How to learn Excel?

Saturday, July 18, 2009 2:38 PM by Nate Oliver

Incidentally, that is the same Normandale Community College that was mentioned in the movie 'Fargo'.

# re: Interesting question - How to learn Excel?

Saturday, July 18, 2009 3:56 PM by Jeff Weir

From memory, Walkenbach's Excel for Dummies was a very good primer for me. I went from that to his Excel Bible, and also discovered Bill Jelen's podcasts at www.mrexcel.com which are truly outstanding as they use real world problems.

Only problem with these podcasts is that it takes months to work your way through them all...but they are worth it!

# re: Interesting question - How to learn Excel?

Saturday, July 18, 2009 4:11 PM by Nate Oliver

I've actually been a guest on one of Bill's podcasts, in Toronto.

I don't think J-Walk was involved in the 'Dummies' series, another name is coming to mind...

But you're right, there are resources out there and you can start on your own. I'm trying to describe what I think is an easier learning path. Very subjective stuff.

# re: Interesting question - How to learn Excel?

Sunday, July 19, 2009 6:42 PM by Joe Mako

The first thing I recommend to anyone looking learn how to use Excel effectively is Juice Analytics' Excel Training Worksheet at www.juiceanalytics.com/.../excel-training-worksheet

I have also recommended Pointy Haired Dilbert's Excel Formula Helper E-Book at chandoo.org/.../excel-formula-helper-e-book It is not free, but defiantly a better formula reference that the built in help for beginners.

# re: Interesting question - How to learn Excel?

Sunday, July 19, 2009 9:12 PM by Debra Dalgleish

I learned by helping my daughter with her homework. We created some charts in Excel 3.0 on our Mac.

Shortly after that, a training company asked me to write instructions for all the menu commands in that version, so I learned a lot by doing that.

# re: Interesting question - How to learn Excel?

Monday, August 17, 2009 9:55 AM by Robert Martim

Nice post... This weekend I faced a course where I had to teach "Excel for Dummies". I had not tried teaching veeeery, veeeery, veeeery basic stuff. So, I guess that learning and teaching can be a challenge.

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