Excel: Step-by-Step Guide to Formulas & Functions

Key insights

• Formulas vs Functions: The video explains the difference between formulas, which are custom calculations you create, and functions, which are built-in Excel tools like SUM, AVERAGE, MAX, and IF.


• Basic Calculations: Viewers learn how to perform essential math operations such as addition, subtraction, multiplication, and division using both direct formulas and cell references for dynamic calculations.


• Key Functions Explained: The tutorial demonstrates how to use common functions including SUM for totals, AVERAGE for mean values, MAX/MIN for finding highest or lowest numbers, and COUNT for counting items in a range.


• The IF Function & Logic: There is a step-by-step guide on using the powerful IF function, which allows users to add logic to their spreadsheets by returning different results based on set conditions.


• Absolute vs Relative References: The video covers the importance of understanding absolute ($A$1) versus relative (A1) cell references to avoid errors when copying formulas across cells.


• Modern Tools & Updates: New features like AI-powered assistants (such as Copilot) are introduced, showing how they can help automate tasks and write formulas more efficiently. Integration with tools like Power BI and Power Query is also highlighted for advanced data analysis.

Introduction to Excel Tutoring for Beginners

Excel remains a cornerstone in data management and business analytics, yet many beginners find its formulas and functions intimidating. In his latest YouTube video, Kevin Stratvert provides a comprehensive, step-by-step tutorial aimed at demystifying Excel’s core features for new users. The video is structured to guide viewers from the basics of formulas and cell references to the practical application of functions such as SUM, AVERAGE, and IF.

Stratvert’s approach is notably accessible, using clear examples and practical demonstrations. This ensures that even those with minimal experience can follow along. As Excel continues to be a vital tool across industries, tutorials like this help bridge the gap between technical know-how and day-to-day productivity.

Understanding Formulas and Functions

A central theme of Stratvert’s tutorial is clarifying the difference between formulas and functions—two concepts that are easily confused by beginners. Formulas in Excel are user-created equations, such as =A1+B1, while functions are predefined operations like =SUM(A1:A10). By explaining these distinctions early on, the video lays a solid foundation for further learning.

Throughout the lesson, Stratvert demonstrates how to reference cells instead of hardcoding numbers, emphasizing the importance of flexibility and scalability in spreadsheet design. He also showcases basic arithmetic operations, helping users understand when to use a formula versus a function. This step is crucial, as mastering these basics enables users to tackle more complex data tasks down the line.

Applying Essential Excel Functions

The tutorial progresses by introducing essential Excel functions that are indispensable for data analysis. Stratvert covers SUM, AVERAGE, MAX, MIN, and COUNT, providing real-world examples for each. These functions form the backbone of many business workflows, making their mastery a priority for anyone entering data-driven roles.

Particularly noteworthy is the deep dive into the IF function, which adds logical decision-making to spreadsheets. Stratvert not only explains its syntax but also demonstrates how to use Excel’s function helper for more advanced logic. This hands-on approach helps viewers understand the tradeoffs between straightforward calculations and more dynamic, condition-based outputs.

Troubleshooting and Advanced Techniques

A recurring challenge for beginners is managing cell references properly. Stratvert addresses this by explaining the difference between absolute and relative references—an often-overlooked yet critical concept. Understanding when to use $A$1 versus A1 can prevent common errors as spreadsheets become more complex.

The tutorial also touches on exploring Excel’s function library, encouraging users to experiment and expand their skill set. By highlighting both the opportunities and challenges associated with learning new functions, Stratvert prepares viewers for continuous improvement. This segment acknowledges that while Excel offers powerful tools, leveraging them effectively requires practice and attention to detail.

Modern Enhancements and Integration

Stratvert’s video doesn’t stop at the basics; it briefly introduces viewers to modern enhancements in Excel, such as AI-powered tools and integration with other platforms. The mention of features like Copilot and Power BI highlights how Excel is evolving beyond traditional spreadsheets into a hub for broader data analysis and business intelligence.

However, integrating these advanced tools comes with tradeoffs. While AI assistants can streamline repetitive tasks and reduce errors, they may also introduce a learning curve for users unfamiliar with automation. Stratvert encourages viewers to balance the convenience of new features with the need to understand Excel’s core functions thoroughly.

Conclusion: Building Confidence with Excel

Kevin Stratvert’s tutorial stands out for its structured, beginner-friendly approach to Excel. By focusing on foundational skills and gradually introducing more advanced features, the video empowers viewers to gain confidence and proficiency. The step-by-step format, combined with practical examples, makes this resource especially valuable for those new to Excel or seeking to refresh their skills.

As Excel continues to expand its capabilities, effective tutoring becomes even more important. Stratvert’s content highlights both the opportunities and challenges of learning Excel, offering viewers a clear path toward becoming more efficient and capable in their data management tasks.

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