SLW#044: Why Most People Struggle Learning Excel

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 Why Most People Struggle with Learning Excel?

Let’s face it—learning Excel without a clear goal or direction is a huge challenge. Most people dive into it randomly, picking up tips and tricks here and there. But in the end, it feels like you never really master it. You spend time learning, but when you need to apply it, you’re stuck. Does that sound like your experience? 

The Reason You Forget What You Learn 

The core issue is that most people learn Excel without a solid framework. It’s like practicing math without knowing the real-world problem you're trying to solve. You might memorize a few formulas, but they don’t stick because you’re not applying them to real situations. This leads to an endless loop: learn, forget, and repeat. 

A Quick Solution You Can Try Right Now 

If you’re not ready to jump into a full course just yet, here’s a detailed guide you can follow to get started: 

  1. Choose a Real Business Problem 
    • Think about a specific issue you face at work or in your personal life that involves data. For example, managing monthly expenses, tracking sales, or analyzing customer feedback. 
  2. Identify the Data You Need 
    • Write down what data you need to address the problem. For example, if you’re tracking sales, you might need sales figures, dates, and customer names. 
    • Collect this data from your sources (e.g., receipts, sales reports, customer surveys). 
  3. Set Up Your Excel Workbook 
    • Open Excel and create a new workbook. 
    • Label your columns with relevant headers (e.g., Date, Sales Amount, Customer Name). 
    • Enter your collected data into these columns. 
  4. Organize Your Data 
    • Use basic Excel tools to make your data easier to manage: 
      • Sort Data: Click on the column header and use the “Sort” feature to arrange data in ascending or descending order. 
      • Filter Data: Use the “Filter” feature to display only the data that meets certain criteria (e.g., sales above a certain amount). 
  5. Apply Basic Formulas 
    • SUM: To calculate the total of a column, use =SUM(A2:A10) where A2 is the range of cells you want to sum. 
    • AVERAGE: To find the average value, use =AVERAGE(B2:B10). 
    • IF: To create conditional calculations, use =IF(C2 > 1000, "High", "Low") to categorize values based on a condition. 
  1. Create Simple Charts 
    • Select your data range and go to the “Insert” tab. 
    • Choose a chart type (e.g., Column Chart, Line Chart) that best represents your data. 
    • Customize your chart by adding titles, labels, and adjusting colors to make it more informative. 
  2. Analyze Your Results 
    • Review the charts and data to identify patterns or insights. 
    • Use this analysis to make decisions or solve the business problem you identified. 
  3. Reflect and Adjust 
    • After working through the problem, reflect on what you learned. 
    • Adjust your approach based on what worked well and what didn’t. 

By focusing on solving one specific problem at a time, you'll build confidence in using Excel and improve your retention of the skills you learn. 

How a Business Framework Changes Everything

Now, here’s where things can really change: learning Excel with a clear business framework makes everything click. Instead of juggling random functions and formulas, you’re learning how to solve specific business problems. This approach not only makes Excel a powerful tool but also helps you remember what you’ve learned because it all fits together. The framework provides the direction and purpose you’ve been missing. 

 

👇 Here’s How I Can Help: 

If you’re ready to break free from the cycle of confusion and finally master Excel, I’ve got the effective solution. My course is built around a solid business framework that makes everything simpler and clearer. It’s not just about learning Excel—it’s about using it to solve real business problems. 

In just ONE course, you’ll master Excel for business analysis. It’s smarter, simpler, and easier. 

Check out my signature course "Excel Analytics OS" here

 

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为什么大多数人学 Excel 很挣扎

说实话——没有明确的目标或方向来学习 Excel 是个巨大的挑战。大多数人随意学习,零散地掌握一些技巧。但最终,你感觉从未真正掌握它。你花时间去学,但当需要应用时,却发现自己卡住了。这是你的经历吗?

为什么你学的知识很容易忘记

问题的核心在于,大多数人学习 Excel 没有一个坚实的框架。这就像在不理解实际问题的情况下练习数学。你可能记住了一些公式,但它们不会长久留在记忆中,因为你没有将它们应用到实际场景中。这导致了一个无止境的循环:学,忘,再学,再忘。

你可以立即尝试的快速解决方案

如果你还没准备好参加完整的课程,以下是一个详细的自学指南,让你可以开始:

选择一个实际的业务问题

  • 想想你在工作或生活中遇到的一个与数据相关的具体问题。例如,管理每月开支、跟踪销售或分析客户反馈。

确定你需要的数据

  • 列出为了解决这个问题所需要的数据。例如,如果你要跟踪销售,你可能需要销售额、日期和客户姓名。
  • 从你的数据来源收集这些信息(如收据、销售报告、客户调查等)。

设置 Excel 工作簿

  • 打开 Excel 并创建一个新的工作簿。
  • 给你的列添加合适的标题(例如,日期、销售金额、客户姓名)。
  • 将收集到的数据输入这些列中。

整理你的数据

  • 使用一些基本的 Excel 工具,让数据更容易管理:
    • 排序数据:点击列标题,使用“排序”功能按升序或降序排列数据。
    • 筛选数据:使用“筛选”功能仅显示符合特定条件的数据(例如,销售额超过某个数值)。

应用基础公式

  • SUM:要计算一列的总和,使用 =SUM(A2:A10),其中 A2
    是你要求和的单元格范围。
  • AVERAGE:要找到平均值,使用 =AVERAGE(B2:B10)
  • IF:要创建条件计算,使用 =IF(C2 > 1000, "高", "低") 来根据条件分类值。

创建简单的图表

  • 选择你的数据范围,点击“插入”选项卡。
  • 选择最能代表你数据的图表类型(例如柱状图、折线图)。
  • 自定义图表,添加标题、标签,并调整颜色,使其更具信息性。

分析你的结果

  • 查看图表和数据,找出模式或见解。
  • 使用此分析来做出决策,或解决你之前确定的业务问题。

反思与调整

  • 处理完问题后,反思你学到了什么。
  • 根据有效的方法或存在的问题调整你的方式。

通过一次解决一个实际问题,你将增强使用 Excel 的信心,并提高你对所学技能的记忆。

商业框架如何改变一切

现在,一切真的可以改变:当你用一个清晰的商业框架来学习 Excel 时,一切都开始变得清晰。你不再是随机使用函数和公式,而是学习如何解决具体的业务问题。这种方法不仅让 Excel 成为一个强大的工具,还帮助你记住所学的内容,因为所有的知识都能互相联系。这个框架为你提供了方向和目标,你之前缺乏的正是这些。

👇 这是我可以帮助你的方式

如果你准备打破混乱的循环,最终掌握 Excel,我有一个有效的解决方案。我的课程围绕一个坚实的商业框架,简化了一切。它不仅仅是学习 Excel,它是如何利用 Excel 解决业务问题。

只需一个课程,你就能掌握用于商业分析的 Excel。它更智能、更简单、更容易。

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