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Microsoft Excel for Complete Beginners w/ Case Studies (Udemy.com)

Master or review Excel with 10 real world case studies. Packed with supplemental material for analysts.

Created by: Symon He

Last updated July 2023

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What you will learn

  • Learn and master Excel from complete beginner to advance
  • Walk through 10 real-world business case studies
  • Cover all Excel essential features with Foundation Series
  • Build Excel models with advanced formulas
  • Analyze with Pivot Tables, Data Models and Power Pivot
  • Learn data lookups and preparation including Power Query
  • Impress with charts, data viz and dynamic reports
  • Intensive 6-week bootcamp for complete beginners on your own time
  • Analytics expertise from two practicing professionals
  • Excel instruction from version 2010 to 2020

How it compares

Against the other 355 rated Udemy courses in Excel on CourseDuck:

  • Rating4.3 out of 5higher than 13% of them
  • Reviews634#209 of 356 by number of reviews
  • Length18.8 hourslonger than 90% of them
  • Last updatedJuly 2023earlier than 52% of them

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Course Description

UPDATE: Instructor Symon He hosts near daily LIVE office hours on TikTok 10:30PM PDT. Find him @SymonHe.

This is an Excel master course to ramp up a newbie or to advance an intermediate Excel user.  People learn by practicing, not watching videos about technical details. This course is packed with supplemental material for those who learn by practicing, including 10 real world case studies in addition to 260+ course files for practice. Some students may choose to skip to the intermediate and advance sections.


This course is combination of 3-4 courses from their "bootcamps" to quickly ramp people up to perform analyst work in investment, product management, marketing, finance, operations, and business intelligence. Excel is the essential tool to learn in a business world inundated with data and analysis.  In this course, Symon and Travis will start from the very beginning in Excel. 


Symon and Travis began their way of training Excel while attending MBA program at Stanford and University of Chicago. No matter how smart or patient their classmates were, they couldn't learn Excel fast enough by first memorizing all the technical features in Excel. People learn by immediately applying their skills to business cases. By combining Excel learning with immediate application to business cases, students learned twice as fast and retained newfound expertise in Excel.


Just take a look at our thousands of 5-star reviews from our other courses to see the value and commitment we give to our students.


Sei Im - 5 Stars

“Great examples and practice scenarios! Pacing of the course was great and very easy to understand even at 1.5x”


Brandon Parker - 5 Stars

“I have a lot of experience building excel models and purchased the course for the case studies. I didn't expect to learn much from the introductory parts but was surprised to find additional keyboard shortcuts I had never learned as well as powerful new functions that will make my life a lot easier. This course helped me brush up on functionality that I often neglected while using excel and was super comprehensive. I look forward to continuing using this course as additional case studies are added and highly recommend it for even excel experts.”


Why Microsoft Excel?


Regardless of role or industry, nearly everyone in business needs to have an ever growing baseline knowledge of Excel for business analysis.

Whether you're working in sales, finance, marketing, operations, or investments, knowing your way around Excel and being able to turn complex questions into solutions is critical for success.


Whether you're working for a company or running your own, being able to make better decisions requires you to be able to analyze and interpret data.


What data do you need? How do you prep that data? How do you analyze it to answer specific questions? How do you structure your analysis? How should you visualize your findings?


In this course, we're going to show you step-by-step, exactly how to do that, by starting with the very basics.


This course is all about Excel and its application in the business world. Why?


Excel is still the most popular tool used by analysts in all industries, across all roles. It's used by financial analysts, marketing analysts, sales analysts, and of course, data analysts.

Yes, there are many tools out there but if you learn and master the core concepts and techniques of analysis and modeling in Excel, you'll be able to apply your knowledge to a broad range of applications.


Pankaj Yadav - 5 Stars

“This course is a perfect start for analytics guys...sometimes we work on all hot tools but forget about the basics..so this course can help in clearing all fundamentals.”


Why learn from us?


Both Travis and Symon have been applying and teaching business intelligence, analytics and modeling since our days in business school for over a decade. Our past students and on-the-job trainees have learned best through this combination of technical knowledge and business application.

Travis went to Chicago Booth business school and Symon went to Stanford Business school.

Between Travis and me, we have worked in various roles as analysts, managers, executives, and entrepreneurs across a dozen industries, including real estate, hospitality, software, and consumer products--and thru this course, you'll become as well versed in Excel as we are.


By enrolling with us, you will be learning from two industry practitioners using Excel for a combined 35 years across a dozen different roles in half a dozen industries.


Travis has been a digital marketer, investor, and entrepreneur for 20 years. He’s led growth in Asia for Groupon and even helped build Excel when he was as an engineer at Microsoft. He is a data analysis and data visualization expert who pulls from his industry experience to teach some of the advanced data analysis topics you’ll find in this course.


Symon has been using Excel for all sorts of analysis and modeling for 15 years. He has served as a financial analyst, marketing analyst, and even head of marketing analytics across half a dozen industries. If you look at his other courses on Udemy, you'll see that he is an Excel and analysis ninja, having taught over 200,000 students with nearly 20,000 reviews.


Together, we’ve pulled directly from our personal experience and put everything we could into this course. In fact, all of the case studies you’ll find inside are inspired by real-world projects we’ve worked on.


What if I don't have any Excel background?


No worries! This is why we start with the very basics in our foundational sections, which is designed to get you familiar with Excel before we move on to more advanced topics. You can be a complete beginner and take this course. It might sometimes feel like you're drinking out of a fire hose, but if you put in the time and effort we promise you’ll see results by following our course and doing the exercises.


We then progressively increase the difficulty as you move along in the course, culminating in advanced techniques taught through our case studies.

If you do have an Excel background, you can skip or skim through the foundational sections and move directly into the more advanced topics.


Dijil Dev Kuniyil Vela... - 5 Stars

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Instructor Details

Symon He

Symon He is the author of the Rental Property Investing QuickStart Guide, Amazon best-seller Real Estate Investing QuickStart Guide, and the co-author of Airbnb for Dummies, all available now on Amazon and in bookstores throughout North America.

He is also co-founder of LearnBNB, a leading online educational destination for all things Airbnb hosting and short-term rentals. His works have been cited or featured on the Wall Street Journal, Reuters, Forbes, CNBC, Entrepreneur, and SKIFT. Through his training and coaching programs, he has worked directly with thousands of aspiring Airbnb hosts to jumpstart their short term rental journeys. His training programs have been featured by prominent third-party partners, including a joint venture with RichDad.

As a licensed broker, Symon previously helped private real estate investors with their acquisitions and deal structuring. As an angel investor, he also advises and invests in early stage startups.

Previously, Symon worked in several corporate real estate and finance roles at large private and Fortune 80 companies, including at a private equity investment firm covering a wide range of commercial real estate acquisitions in the western USA.

Symon received dual degrees in Computer Engineering and Economics with Honors from UC Irvine and an MBA from Stanford University.

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Reviews

4.3

634 ratings on Udemy

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By Nilesh Ghayle on 8/25/2025

Symon and Travis explained the lessons in precise, clear, and an approachable way. It's a good introduction to Excel with sufficient practical use cases, although a bit leaning toward market research applications.

By Kristan Sternberg on 2/8/2024

This was an excellent course. It would be really good for teachers that have to use Excel for their grades. It actually explains how to use formulas and gives shortcuts. Its amazing. The instructors speak very clearly and their lessons give a lot of good details that you can follow along with as the lesson progresses. A+

By Chukwuemeka Ezimoha on 1/16/2022

He goes a little fast, and doesn't explain how he progressed and how to use the formulas he's talking about. This is a beginner course and assumes students would already understand. The course is 70% him going too fast teaching the material, 30% trial and error and spending 3x longer to find out what he really meant. But overall, I learned alot in this course

By Anna MAN on 6/3/2021

This was a demonstration—a preview of what to expect. It was well done, clear visuals and explained concisely step by step what is going on. I was impressed and it motivated me to continue to the next lesson.

By Khaled Aliane on 9/18/2020

I knew I was a layman when it came to Excel but I didn't realize how much I didn't know Simon & Travis make you learn so much in such a sort period of time assuming you put time & effort to reproduce what they teach you it's amazing how much I learn I can't wait to the rest to the cours I am hooked thank you guys for the time you put to build this cours

By vaishnavi agarwal on 8/17/2020

yes it is a good match for me..gaining knowledge about ms excel but for mathematical formulas it could be better if it is going with step by step and by simple data information so that one can easily understand

By Broderick Wong on 6/29/2020

My knowledge is basic, enough to build my own expense tracker but I realized there was still so much basics I needed to know! Symon's way of teaching is very methodical and thorough. I like how he starts off each lecture with prepared exercises to show how to use certain formulas, buttons, functions, taking existing data and reorganizing them to suit your needs with so much ease!

By Khurram Khan on 6/29/2020

Easy and steady enough for a beginner to grasp the commands.

By Ben Siljac on 6/27/2020

Some of the lectures are not broken down enough and tend to skip over crucial basics. I'm a complete beginner in Excel and while I am getting a lot of value in this course, I am finding I'm having to repeat lessons excessively because some things are not explained in depth.

By Beka Faryan R on 6/25/2020

I've gone through about 20% of the course. So far the content covers not just on windows but also mac. I've used Excel for years, still, I pick one couple of things in the foundation session. Looking forward for the cases for an Analyst.

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Overall Score : 86 / 100