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Gaining a functional grasp of excel in a very, very short period of time

JamesKeenanJamesKeenan Registered User regular
edited January 2012 in Help / Advice Forum
I'm interviewing for a job I have a very good, realistic chance of getting if I can just demonstrate that I have a "basic to advanced" level of Excel understanding. I know Excel can handle some pretty complex data management, all the way to being able to program games.

But this is going to be working front desk at a Hotel, so I'm not expecting that much.



I have a very basic understanding of creating very basic spreadsheets, and I'm 24 with the same wide, general grasp of computers of most people my age. Maybe a little more. I know computer generals. I've even built my own. I just don't specifically know Excel beyond shit like =SUM(B2:B7). Does anyone know of any quality resources, or even, like, a "Down and Dirty with Excel in 24 hours" kind of book?

Or is the basic functionality so simple I might as well just apply and rely on the help section?

JamesKeenan on

Posts

  • SixSix Caches Tweets in the mainframe cyberhex Registered User regular
    I'd suggest Ribbon Hero, a free Office plugin that turns learning the Office apps into game.

    http://www.officelabs.com/projects/ribbonhero2/Pages/default.aspx

    can you feel the struggle within?
  • JamesKeenanJamesKeenan Registered User regular
    Six wrote:
    I'd suggest Ribbon Hero, a free Office plugin that turns learning the Office apps into game.

    http://www.officelabs.com/projects/ribbonhero2/Pages/default.aspx

    Well this should be interesting... I will give it a try. Still welcoming anything else people have. Times like these I wish I had the Matrix brain-dump tech. Actually, I always wish I had that.

  • FeralFeral MEMETICHARIZARD interior crocodile alligator ⇔ ǝɹʇɐǝɥʇ ǝᴉʌoɯ ʇǝloɹʌǝɥɔ ɐ ǝʌᴉɹp ᴉRegistered User regular
    If you know =SUM(B2:B7) then you're waaaaaaaaay ahead of a lot of people competing for your job. That means you know basically what Excel is, what it's supposed to do, how to use a formula, how to reference a cell, and how to reference a cell range. So don't sell yourself short.

    That said, Ribbon Hero looks pretty awesome.

    every person who doesn't like an acquired taste always seems to think everyone who likes it is faking it. it should be an official fallacy.

    the "no true scotch man" fallacy.
  • Eat it You Nasty Pig.Eat it You Nasty Pig. tell homeland security 'we are the bomb'Registered User regular
    edited January 2012
    When I applied to temp agencies years ago I didn't really know anything about excel, and I managed to score in the 98th percentile on the automated test by basically just being familiar with how the MS office interface works.

    What are you doing to actually be asked to do? Data entry and basic macros in excel are pretty simple (sounds like you already have a handle on this), and a lot of slightly-more-complex stuff can be figured out in a couple minutes using google.

    My approach would be to take some spreadsheets you've already made to the interview (if you don't have any, make one of your monthly budget or similar.) Even if you don't know how to do everything, having something in hand and being able to explain how you made it work is persuasive.

    Eat it You Nasty Pig. on
    hold your head high soldier, it ain't over yet
    that's why we call it the struggle, you're supposed to sweat
  • QuantumTurkQuantumTurk Registered User regular
    Yea, if you already know functions, teach yourself how to hold particular values constant (it's been a little while, but it involves the $ sign) and honestly, you are fit to work in most labs, much less a hotel. Also, if they are only functional themselves, and you show them the little dragging the corner to apply a formula to multiple cells while shifting the values involved automatically they may in fact think you are a wizard. I may just be jaded from teaching more techs than I think reasonable what seem like basic excel tricks. The other people were functional, but at first puzzled at how I did the same job in less than half the time.

  • JamesKeenanJamesKeenan Registered User regular
    edited January 2012
    Feral wrote:
    If you know =SUM(B2:B7) then you're waaaaaaaaay ahead of a lot of people competing for your job. That means you know basically what Excel is, what it's supposed to do, how to use a formula, how to reference a cell, and how to reference a cell range. So don't sell yourself short.

    That said, Ribbon Hero looks pretty awesome.

    Yeah, and part of me is thinking that is the most I will need for just working front desk at a hotel. But... There is a lot more to Excel. Maybe I am worrying too much, but I am unfamiliar enough with the program that I feel intimidated by most of the Data tab.


    I realize a lot of the functions in the Ribbon are just GUI elements to do things I can do manually. But again, I don't know how much I don't know. Maybe I'm just fretting. Fret fret fret.

    JamesKeenan on
  • Eat it You Nasty Pig.Eat it You Nasty Pig. tell homeland security 'we are the bomb'Registered User regular
    haha, so true. Excel has so many little shortcuts that make you look awesome to somebody who doesn't know them.

    I remember once showing a coworker how to merge two columns in excel and looking like a fucking savior/genius because I saved her three hours of manual data entry

    hold your head high soldier, it ain't over yet
    that's why we call it the struggle, you're supposed to sweat
  • Eat it You Nasty Pig.Eat it You Nasty Pig. tell homeland security 'we are the bomb'Registered User regular
    Feral wrote:
    If you know =SUM(B2:B7) then you're waaaaaaaaay ahead of a lot of people competing for your job. That means you know basically what Excel is, what it's supposed to do, how to use a formula, how to reference a cell, and how to reference a cell range. So don't sell yourself short.

    That said, Ribbon Hero looks pretty awesome.

    Yeah, and part of me is thinking that is the most I will need for just working front desk at a hotel. But... There is a lot more to Excel. Maybe I am worrying too much, but I am unfamiliar enough with the program that I feel intimidated by most of the Data tab.

    it mostly just organizes data into new formats. This is important for making reports or w/e for a specific purpose, but at the grunt level you probably won't use it much (or if you do you will have specific instructions.)

    seriously anything you want to know, just type "how to [do whatever] in excel" into google. Somebody has always had your question before and frequently there's already a knowledgebase about it somewhere.

    hold your head high soldier, it ain't over yet
    that's why we call it the struggle, you're supposed to sweat
  • ToxTox I kill threads they/themRegistered User regular
    Amazingly, it hasn't been mentioned, but the help function shouldn't be overlooked. It's almost always at least somewhat useful.

    Also googling stuff, which has been mentioned. That's also quite helpful.

    Discord Lifeboat | Dilige, et quod vis fac
  • JamesKeenanJamesKeenan Registered User regular
    edited January 2012
    Feral wrote:
    If you know =SUM(B2:B7) then you're waaaaaaaaay ahead of a lot of people competing for your job. That means you know basically what Excel is, what it's supposed to do, how to use a formula, how to reference a cell, and how to reference a cell range. So don't sell yourself short.

    That said, Ribbon Hero looks pretty awesome.

    Yeah, and part of me is thinking that is the most I will need for just working front desk at a hotel. But... There is a lot more to Excel. Maybe I am worrying too much, but I am unfamiliar enough with the program that I feel intimidated by most of the Data tab.

    it mostly just organizes data into new formats. This is important for making reports or w/e for a specific purpose, but at the grunt level you probably won't use it much (or if you do you will have specific instructions.)

    seriously anything you want to know, just type "how to [do whatever] in excel" into google. Somebody has always had your question before and frequently there's already a knowledgebase about it somewhere.

    Oh, well yeah. I know that. I know that I will never have a problem I can't solve with Google. But I don't know if I will be permitted that resource at work. And I can't bust out my smartphone during the interview to say, "Merging Array tables? Yeah I can know how to do that, gimme a sec."


    (I don't even have a smartphone)

    JamesKeenan on
  • JamesKeenanJamesKeenan Registered User regular
    Ok, this thread has made me feel a lot better about myself. Thank you everyone who responded. I'm gonna go over the replies again and make sure I do know what everyone has said, and then just try to relax.

  • Eat it You Nasty Pig.Eat it You Nasty Pig. tell homeland security 'we are the bomb'Registered User regular
    edited January 2012
    The interview isn't going to just be a series of excel gotcha questions.

    ed: whoops, early post. I mean, assuming this is relatively entry-level, what the interviewer is going to be most interested in is how able you are to follow direction, ask good questions and figure stuff out. Which is why (imo) bringing stuff you've actually created is important; being able to say "this is a thing I made for this purpose and here is how it works" is a lot more interesting than being able to answer rote questions about what the data tab does.

    Eat it You Nasty Pig. on
    hold your head high soldier, it ain't over yet
    that's why we call it the struggle, you're supposed to sweat
  • JamesKeenanJamesKeenan Registered User regular
    The interview isn't going to just be a series of excel gotcha questions.

    ed: whoops, early post. I mean, assuming this is relatively entry-level, what the interviewer is going to be most interested in is how able you are to follow direction, ask good questions and figure stuff out. Which is why (imo) bringing stuff you've actually created is important; being able to say "this is a thing I made for this purpose and here is how it works" is a lot more interesting than being able to answer rote questions about what the data tab does.

    I think that is a good idea, and I thank you for giving it to me.

  • DrezDrez Registered User regular
    Feral wrote:
    If you know =SUM(B2:B7) then you're waaaaaaaaay ahead of a lot of people competing for your job. That means you know basically what Excel is, what it's supposed to do, how to use a formula, how to reference a cell, and how to reference a cell range. So don't sell yourself short.

    That said, Ribbon Hero looks pretty awesome.

    Yeah, what Feral just said is very true.

    I recently interviewed for a job. I was talking about programming in VBA and like 20 minutes later they ask me "how are you on Excel formulas, though?"

    I was like... "Um..."

    (If you know how to apply VBA to an Excel spreadsheet/application, it would be very strange if you didn't know how to apply sheet formulas as well. Same principles.)

    Switch: SW-7690-2320-9238Steam/PSN/Xbox: Drezdar
  • MichaelLCMichaelLC In what furnace was thy brain? ChicagoRegistered User regular
    Learn the COUNTIF and CONCATNATE functions. People always love those.

    Like, if you have a table of:
    FIRST | LAST
    Mary | Jane
    Tom | Collins
    Jack | Daniels

    and you want to combine into one Name column, you add a spacer column in B, like ' ', then in a new column, you Concatenate A + B + C.

  • DrezDrez Registered User regular
    MichaelLC wrote:
    Learn the COUNTIF and CONCATNATE functions. People always love those.

    Like, if you have a table of:
    FIRST | LAST
    Mary | Jane
    Tom | Collins
    Jack | Daniels

    and you want to combine into one Name column, you add a spacer column in B, like ' ', then in a new column, you Concatenate A + B + C.

    You can also just use "=A1&B1&C1"

    Really, the good thing to know about Excel aside from specific formulas are shortcuts. How to fill a column quickly, how to properly paste formulas, etc.

    And VLOOKUP. VLOOKUP is a good one.

    And if you can wrap your head about pivottables.

    I'd say if you can learn how to write a VLOOKUP and can manage the creation and interpretation of a pivottable, you'll be ahead of 90% of everyone else out there with regard to Excel. Hell, a lot of accountants I know can't even create a pivottable.

    And concatenation is an important skill for complex VLOOKUPs (and even pivots) because depending on the data, it may enable you to create a unique key for each row to sort/filter/pivot/VLOOKUP by. You'll know what that means once you start getting into it.

    So basically, I would look into three things:

    - The CONCATENATE formula and/or the & operator
    - The VLOOKUP formula.
    - Pivot tables.

    Switch: SW-7690-2320-9238Steam/PSN/Xbox: Drezdar
  • KiplingKipling Registered User regular
    Concatenate is so much easier with &

    A1&A2 does the same as the function

    It's easy to impress with Excel because people who think they are experts are likely not. I shown people that and LOOKUP functions. It was like I am doing magic or something.

    3DS Friends: 1693-1781-7023
  • JamesKeenanJamesKeenan Registered User regular
    I am an all-consuming writhing mass of knowledge made corporeal. My hunger is infinite. Thanks for the help guys.

  • JamesKeenanJamesKeenan Registered User regular
    edited January 2012
    I was messing around with what I learned. A lot easier than a "spacing" column is just =B2&" "&C2 then just dragging the bottom right corner down to cover all the names.

    JamesKeenan on
  • ThanatosThanatos Registered User regular
    Learn how to set filters in the top row, and what "ctrl-D" does. You already know basic formulas.

    Ta-da! You now have advanced knowledge of Excel as far as 99% of people are concerned!

  • ahavaahava Call me Ahava ~~She/Her~~ Move to New ZealandRegistered User regular
    holysmokes i'm so glad i clicked on this thread.

    ribbon hero looks like it will be useful. at least as a start.

    i love you guys so much.

  • jothkijothki Registered User regular
    If you know how formulas and references work, you can create magic spreadsheets where people can just type in numbers and the answers automatically appear, without them even needing to pull out a calculator!

    That's probably all that anyone will expect of you.

  • CycloneRangerCycloneRanger Registered User regular
    If you can get the fucking Analysis ToolPak to load with less than an hour of tinkering you're way ahead of most people, including myself.

    "An error occurred and this feature is no longer working properly."

    No fucking shit!

  • pricerpricer Registered User regular
    For the interview itself, it's important to divulge you are aware of general Excel concepts as well as the nitty gritty syntax - so by all means drop phrases like "I'm proficient with vlookups and pivot tables", but it's important not to get tripped up by sweeping statements like "i'm knowledgeable in VBA" which actually ranges from using a macro recorder to record the VBA all the way over to creating SQL connection strings and importing SQL tables etc.

    As it's the hotel sector, I can imagine it'll be largely processing customer data or expenditures in order to produce reports for management/vendors/clients - so aside from what's already been mentioned, getting to grips with charts is a must, as managers/clients usually don't have a lot of time to look at tables of data, they just want to analyse the results. So it's key to use the right chart for the right task - for example, using a pie chart for anything over 10 items is just confusing, when a column/bar chart will present it far clearer. As for charts in general, the basic rule of thumb is to stick to column/line/pie and bar charts, maybe scatter (if you know it's required) and leave the rest well alone.

    One final thing, is that if it involves dealing with customer data, you may want to learn how to password-protect and hide worksheets - you may also want to pre-empt them on it too, as it shows you value the security of data, etc.

    76561197967313421.png
  • pricerpricer Registered User regular
    edited January 2012
    One more thing beyond learning VLOOKUP basics, the one thing that trip people up are when the source data exceeds the given array table size - so, let's say each month you append a month's worth of data into a new column and remove the oldest column - when you create your VLOOKUP, you may think well i'll never have more than 12 months of data at any one time so i'll "just" use columns A:L. Then the client/manager decides they want 24 months of data; so you start adding the additional columns of data, but if you forget to update your VLOOKUP table array value (from A:L to A:X), the VLOOKUP will break - the basic rule of thumb for arrays is think of the maximum range you'll need, then double it...and double it again.

    pricer on
    76561197967313421.png
  • TalkaTalka Registered User regular
    edited January 2012
    Know how to use the following and you're good to go:
    • VLOOKUP()
    • HLOOKUP()
    • COUNTIF()
    • CONCATENATE()
    • CLEAN()
    • TRIM()
    • EXACT()
    • LEN()
    • MID()
    • IF(), AND(), OR(), NOT()
    • Pivot tables
    • Freeze frames
    • Filter
    • Sort (can be done horizontally)
    • Text-to-columns
    • All the different ways of pasting: values, formulas, formatting, transposed, etc

    Pivot tables in particular are a must.

    Also learning shortcuts will save you a lot of time. F2 edits the active cell, F4 locks in the active cell in a formula (i.e., adds $s), control moves you to the end of lists (control shift selects the entire list). There are hundreds more to learn. After awhile you'll just stop using a mouse altogether.

    Talka on
  • Beef AvengerBeef Avenger Registered User regular
    One of the most basic things that tons of people seem to not know about is using Ctrl + arrow keys to navigate around a spreadsheet. It instantly takes you to the endpoint of a column/row, which lets you work a heck of a lot quicker than dragging a mouse around the screen.

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  • FeralFeral MEMETICHARIZARD interior crocodile alligator ⇔ ǝɹʇɐǝɥʇ ǝᴉʌoɯ ʇǝloɹʌǝɥɔ ɐ ǝʌᴉɹp ᴉRegistered User regular
    Talka's list is pretty good IMO.

    every person who doesn't like an acquired taste always seems to think everyone who likes it is faking it. it should be an official fallacy.

    the "no true scotch man" fallacy.
  • schussschuss Registered User regular
    If you can concatenate, sum, vlookup and use if functions effectively, you're basically an excel master. Everything else is just a help button away.
    Other helpful tips - Ctrl+arrow goes to the end of a data series or blank area (in the direction you press, and you can use shift in conjunction with that.

    Oh, also master the "print preview", as you'll often meet people who print your stuff out, and you don't want it to look like shit.

  • AsiinaAsiina ... WaterlooRegistered User regular
    I was going to come in here and say that concatenate, VLOOKUP, and Pivot Tables are considered fairly advanced Excel knowledge, and you should know how to use them, and they're all things that can be learned in minutes.

    But it seems I was beaten to the punch, so I'll just agree with what others have said. If you can demonstrate or even mention those three things it will show you have a lot of knowledge of Excel.

  • DeebaserDeebaser on my way to work in a suit and a tie Ahhhh...come on fucking guyRegistered User regular
    edited January 2012
    Talka wrote:
    Know how to use the following and you're good to go:
    • VLOOKUP()
    • HLOOKUP()
    • COUNTIF()
    • CONCATENATE()
    • CLEAN()
    • TRIM()
    • EXACT()
    • LEN()
    • MID()
    • IF(), AND(), OR(), NOT()
    • Pivot tables
    • Freeze frames
    • Filter
    • Sort (can be done horizontally)
    • Text-to-columns
    • All the different ways of pasting: values, formulas, formatting, transposed, etc

    Pivot tables in particular are a must.

    Also learning shortcuts will save you a lot of time. F2 edits the active cell, F4 locks in the active cell in a formula (i.e., adds $s), control moves you to the end of lists (control shift selects the entire list). There are hundreds more to learn. After awhile you'll just stop using a mouse altogether.

    This is a good list (minus HLOOKUP. seriously, who the fuck uses that?). I'd put heavy emphasis on filters, anchors ($) and vlookups. If you can also do pivot tables you're head and shoulders above what most people that write "I know excel" on their resume can do.

    Deebaser on
  • JamesKeenanJamesKeenan Registered User regular
    edited January 2012
    Thanks everyone who helped. I had the interview. All she asked was if I knew formulas, because that is the entirety of my required knowledge in Excel.

    Anyways, I'm waiting on confirmation from her own superiors, but the impression that I got was that it was a great interview. Thank you everyone, everyone who helped.

    JamesKeenan on
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