Prerequisite Excel Skills

Microsoft Excel provides a robust platform for modeling and solving many problems in all areas of business. Proficiency in this tool is essential to many courses in Kelley Direct programs. This page is to assist Kelley Direct students determine whether or not they have an appropriate level of proficiency in Excel. We strongly encourage students to take the primer if they are not confident in all of the following:

Basic Spreadsheet Skills

All spreadsheets provide similar functionality in data manipulation and basic data visualization techniques. Suggested proficiency in basic skills includes:

  • Orientation: moving around a spreadsheet
  • Splitting the screen horizontally and vertically
  • Selecting a range or multiple ranges
  • Copying and pasting with various options
  • Cutting and pasting (moving cell ranges)
  • Inserting and deleting rows and columns
  • Filling a series of values
  • Using the summation button
  • Transposing a range
  • Range names

Basic Excel Functions

Excel’s basic functions allow for simple arithmetic on cell and range values. Suggested proficiency in basic functions includes:

  • SUM function
  • COUNT function
  • AVERAGE, MAX, and MIN functions
  • RAND (random number generation)
  • SUMPRODUCT function
  • IF function
  • HLOOKUP and VLOOKUP functions

Intermediate Excel Functionality

Excel provides a series of valuable data manipulation utilities and functions which will be used throughout your program. Suggested proficiency in intermediate functions includes:

  • Data Tables, 1-way and 2-way
  • Pivot tables
  • Text parsing (FIND, LEN, RIGHT, LEFT, MID)
  • Working with dates (NOW, TODAY, YEAR, MONTH, DAY, WEEKDAY, DATEDIF, DATE, DATEVALUE)
  • Statistical functions (MEDIAN, MODE, PERCENTILE, QUARTILE, RANK, STDEV, VAR)
  • Financial functions (PMT, NPV, IRR)
  • Reference functions (INDEX, MATCH, OFFSET)
  • Building charts and graphs (Column, XY, Pie, Chart, Scatter plot)

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