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Course 10 · Digital playbook 03

Master Excel & Google Sheets for Work

Build clean tables, reliable formulas, summaries, dashboards, and quality checks in Excel or Google Sheets.

What you’ll leave with

A decision-ready workbook with structured data, formulas, pivot analysis, a concise dashboard, and error controls.

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Watch first

A useful primer before lesson one.

This video is published by Kevin Stratvert. It complements the Life Starter sequence; it does not replace the work inside the lessons.

Watch directly on YouTube
Kevin StratvertPivot Table Excel TutorialYouTube
Course handbook

Know the route before you begin.

This is the working brief for the full course: who it serves, what to prepare, what good work looks like, and the language you will use along the way.

Who this is for

For someone who uses Excel or Google Sheets for lists and arithmetic but needs reliable tables, formulas, analysis, dashboards, and handoff. Examples use universal spreadsheet concepts; exact menu names may differ by version.

Prepare before lesson one
  • Download the practice workbook and preserve an untouched original copy.
  • Choose a small, non-sensitive dataset with a known business question.
  • Write definitions for each field, unit, date, status, and missing value.
  • Decide who will use the finished file and what they need to decide from it.
Your final project

Finish with proof you can use.

An auditable workbook with a clean source-data table, documented calculations, controlled inputs, a refreshable pivot analysis, a decision-focused dashboard, validation checks, instructions, and a read-only handoff copy.

Three operating principles

The rules behind the steps.

01

One row, one record

Rectangular source data with stable headers and consistent types makes formulas, pivots, filters, and imports dependable.

02

Separate input, logic, and output

Raw data, calculations, assumptions, and presentation should not be mixed so heavily that changes become dangerous.

03

Auditability beats cleverness

A colleague should be able to trace a result, identify assumptions, and refresh it without relying on your memory.

Working vocabulary

Key terms worth knowing.

Record
One complete entity or event represented by a row in a well-structured table.
Absolute reference
A cell reference such as $B$2 that remains fixed when a formula is copied.
Lookup key
A stable field used to match records across tables, ideally unique where required.
Pivot table
An interactive summary that groups and aggregates records without changing source rows.
Reconciliation
A check that totals, counts, or records agree with a trusted source or expected control.
Your route

Six lessons.
One finished outcome.

Work in order the first time. Each lesson makes something the next lesson can use.

  1. 1
    Up next

    Structure clean data

    Create a table that formulas, pivots, charts, and other people can trust.

  2. 2
    35 min

    Write reliable formulas

    Build calculations that remain correct when data grows or copies across cells.

  3. 3
    34 min

    Clean and join data

    Standardize messy inputs and connect tables without silently losing records.

  4. 4
    29 min

    Analyze with pivot tables

    Summarize a large table by the dimensions that matter to a decision.

  5. 5
    33 min

    Design a decision dashboard

    Present the few metrics, trends, and exceptions needed for a recurring decision.

  6. 6
    26 min

    Audit and hand off

    Make the workbook maintainable by someone who did not build it.

Use the tools

Make the lesson easier to act on.

See all tools
Source transparency

Trust, then verify.

The practice sequence is original editorial synthesis. Current rules, safety details, and platform requirements should be confirmed with these primary or authoritative sources. References reviewed September 9, 2026.

Ready when you are

Start with the first useful move.

You’ll always know what to do, what to make, and where to go next.

Start lesson one