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Excel

The default tool the entire business world calculates in.

What it is

About Excel

Excel handles everything from simple lists to complex financial models, forecasting, pivot tables and macros. Its ubiquity means it's frequently the first tool used for demand forecasting, budgeting, scheduling and ad-hoc analysis before a purpose-built system takes over, and remains the common denominator that every stakeholder can open and understand.

What you can do with it

Capabilities

1

Build budgets, schedules and forecasts with formulas and functions

2

Summarise and slice data with PivotTables and PivotCharts

3

Automate repetitive tasks with macros and VBA

4

Create charts and dashboards for reporting

5

Model scenarios with What-If Analysis, Solver and Data Tables

How to learn it

Learning Resources

Microsoft's official Excel training on Microsoft Support and Learn

YouTube channels like ExcelIsFun and Leila Gharani for practical formula and dashboard skills

Practise building a budget or forecast model from a real dataset

Exceljet.net for quick formula reference

Pro Tip

Learn structured tables and named ranges before advanced formulas — they make formulas self-documenting and stop ranges silently breaking when rows are added or removed.