Exel: Tracking Data Easily and Efficiency
Learn how to build a super-charged Excel spreadsheet to help you and your team easily
track any kind of data-sales transactions, inventory levels, project statuses, employee paid
time off, student progress, household spending, and more. Follow along with Excel MVP Oz
du Soleil as he shows how to create a basic spreadsheet and transform it into an effective
tracking system for any kind of data that is regularly updated. Learn spreadsheet basics, as
well as more advanced techniques such as writing formulas that check that information is
complete, protecting and hiding sheets, and creating alerts for deadlines and bad data. Oz
wraps up with a challenge that pulls together everything you've learned into a polished final
project.
Learning objectives
Planning your data tracker
Adding calculations and graphics
Protecting cells and sheets
Hiding sheets
Setting up alerts with conditional formatting
Merging data
Categorizing data
Formatting your tracker
Putting it all together
Introduction
You've got data you need to track, students in a curriculum, websites visits, expenses, sports
data. That means you have a data set that you regularly need to add to, remove from, or update. The
data set is living. It's dynamic. So what's the best way to set up your data to get the most from
Excel and make your life easier?
This course looks at the fundamentals of setting your data up so that it can be tracked effectively.
In this course, we cover a lot. That includes dynamic spreadsheet layout, writing formulas that check
for complete information, protecting your calculations against mistakes and nosy people, creating
alerts for upcoming deadlines and strange entries, and the course wraps up with two opportunities to
apply what you've learned. Let's get at it.
1. Intro to Tracking Data
1.1 Examples: Good, bad, and ugly
We have to spend some time looking at some sins, some bad ways that people use Excel to track
data that gets us in trouble. So we're going to take a look at a few workbooks and I'm going to
1
Learn how to build a super-charged Excel spreadsheet to help you and your team easily
track any kind of data-sales transactions, inventory levels, project statuses, employee paid
time off, student progress, household spending, and more. Follow along with Excel MVP Oz
du Soleil as he shows how to create a basic spreadsheet and transform it into an effective
tracking system for any kind of data that is regularly updated. Learn spreadsheet basics, as
well as more advanced techniques such as writing formulas that check that information is
complete, protecting and hiding sheets, and creating alerts for deadlines and bad data. Oz
wraps up with a challenge that pulls together everything you've learned into a polished final
project.
Learning objectives
Planning your data tracker
Adding calculations and graphics
Protecting cells and sheets
Hiding sheets
Setting up alerts with conditional formatting
Merging data
Categorizing data
Formatting your tracker
Putting it all together
Introduction
You've got data you need to track, students in a curriculum, websites visits, expenses, sports
data. That means you have a data set that you regularly need to add to, remove from, or update. The
data set is living. It's dynamic. So what's the best way to set up your data to get the most from
Excel and make your life easier?
This course looks at the fundamentals of setting your data up so that it can be tracked effectively.
In this course, we cover a lot. That includes dynamic spreadsheet layout, writing formulas that check
for complete information, protecting your calculations against mistakes and nosy people, creating
alerts for upcoming deadlines and strange entries, and the course wraps up with two opportunities to
apply what you've learned. Let's get at it.
1. Intro to Tracking Data
1.1 Examples: Good, bad, and ugly
We have to spend some time looking at some sins, some bad ways that people use Excel to track
data that gets us in trouble. So we're going to take a look at a few workbooks and I'm going to
1
