Bài 1: Getting Started with Excel
1. Tại sao Excel vẫn quan trọng?
Dù có rất nhiều tools mới, Excel vẫn là #1 trong data analysis vì:
- 📊 750+ triệu người sử dụng hàng ngày
- 💼 95% doanh nghiệp yêu cầu Excel skills
- 🚀 Nhanh chóng - không cần setup phức tạp
- 🔗 Universal - ai cũng có thể đọc file Excel
Excel vs Alternatives
| Tool | Best For | Limitations |
|---|---|---|
| Excel | Quick analysis, business users | Large data (1M+ rows) |
| Google Sheets | Collaboration, cloud | Performance |
| Python/Pandas | Large data, automation | Learning curve |
| Power BI | Dashboards, enterprise | Complexity |
Kết luận: Excel là foundation - master Excel trước, sau đó học các tools khác.
2. Excel Interface Tour
2.1 Ribbon (Thanh công cụ)
1┌─────────────────────────────────────────────────────────────┐2│ File │ Home │ Insert │ Page Layout │ Formulas │ Data │ ... │3├─────────────────────────────────────────────────────────────┤4│ [Clipboard] [Font] [Alignment] [Number] [Styles] [Cells] │5└─────────────────────────────────────────────────────────────┘Các tabs quan trọng:
- Home: Format, copy/paste, conditional formatting
- Insert: Charts, pivot tables, images
- Formulas: Functions library, name manager
- Data: Import, sort, filter, data tools
2.2 Worksheet Structure
1A B C D2 ┌────────┬────────┬────────┬────────┐31 │ Header │ Header │ Header │ │ ← Row 1 (Headers)4 ├────────┼────────┼────────┼────────┤52 │ Data │ Data │ Data │ │ ← Data rows6 ├────────┼────────┼────────┼────────┤73 │ Data │ Data │ Data │ │8 └────────┴────────┴────────┴────────┘9 ↑10 Column AKey concepts:
- Cell: Intersection of row & column (e.g., A1, B2)
- Range: Multiple cells (e.g., A1:C10)
- Sheet: One worksheet tab
- Workbook: The entire Excel file (.xlsx)
2.3 Name Box & Formula Bar
1┌──────────┬─────────────────────────────────────────────────┐2│ A1 │ fx │ =SUM(B2:B100) │3└──────────┴─────────────────────────────────────────────────┘4 Name Box Formula Bar- Name Box: Shows current cell, can type to go to cell
- Formula Bar: Shows/edit cell content or formula
3. Essential Keyboard Shortcuts
3.1 Navigation Shortcuts
| Shortcut | Action |
|---|---|
Ctrl + Home | Go to A1 |
Ctrl + End | Go to last used cell |
Ctrl + ↓/↑/←/→ | Jump to edge of data region |
Ctrl + Shift + End | Select to last used cell |
Ctrl + G | Go To dialog |
F5 | Go To dialog (alternative) |
3.2 Selection Shortcuts
| Shortcut | Action |
|---|---|
Ctrl + A | Select all (or current region) |
Ctrl + Shift + * | Select current region |
Shift + Space | Select entire row |
Ctrl + Space | Select entire column |
Ctrl + Shift + L | Toggle filters |
3.3 Editing Shortcuts
| Shortcut | Action |
|---|---|
F2 | Edit cell |
Ctrl + C/V/X | Copy/Paste/Cut |
Ctrl + D | Fill down |
Ctrl + R | Fill right |
Ctrl + ; | Insert current date |
Ctrl + Shift + ; | Insert current time |
Ctrl + Z | Undo |
Ctrl + Y | Redo |
3.4 Formatting Shortcuts
| Shortcut | Action |
|---|---|
Ctrl + B | Bold |
Ctrl + I | Italic |
Ctrl + U | Underline |
Ctrl + 1 | Format Cells dialog |
Alt + H + O + I | Auto-fit column width |
3.5 Pro Shortcuts (Must Know!)
| Shortcut | Action |
|---|---|
Alt + = | AutoSum |
Ctrl + Shift + L | Toggle filters |
Alt + D + P | Create Pivot Table |
F4 | Repeat last action / Toggle absolute reference |
Ctrl + ` | Show formulas |
4. Data Entry Best Practices
4.1 Table Structure Rules
✅ DO:
1A B C D2 ┌──────────┬───────────┬──────────┬──────────┐31 │ Date │ Product │ Quantity │ Revenue │ ← Headers in row 14 ├──────────┼───────────┼──────────┼──────────┤52 │ 1/1/2026 │ Widget A │ 100 │ 5000 │ ← Data starts row 26 ├──────────┼───────────┼──────────┼──────────┤73 │ 1/2/2026 │ Widget B │ 50 │ 2500 │ ← One record per row8 └──────────┴───────────┴──────────┴──────────┘❌ DON'T:
- Merged cells in data area
- Empty rows/columns in data
- Multiple data types in one column
- Spaces in header names (use
_instead)
4.2 Data Types
| Type | Example | Storage |
|---|---|---|
| Text | "John", "ABC123" | Left-aligned |
| Number | 100, 3.14 | Right-aligned |
| Date | 1/1/2026 | Stored as number |
| Boolean | TRUE, FALSE | Logical values |
| Formula | =SUM(A:A) | Starts with = |
4.3 Quick Data Entry Tips
AutoFill Series:
1Type "Jan" → Select cell → Drag fill handle2Result: Jan, Feb, Mar, Apr, May...3 4Type "1" → Hold Ctrl + Drag5Result: 1, 2, 3, 4, 5...Flash Fill (Ctrl + E):
1Column A Column B2John Smith John ← Type first example3Jane Doe Jane ← Flash Fill extracts pattern4Bob Johnson Bob5. Hands-on Exercise: Sales Data Setup
5.1 Create Sample Data
Tạo file mới và nhập data sau:
| Date | Product | Region | Quantity | Unit_Price | Revenue |
|---|---|---|---|---|---|
| 1/1/2026 | Laptop | North | 10 | 1500 | =D2*E2 |
| 1/2/2026 | Phone | South | 25 | 800 | =D3*E3 |
| 1/3/2026 | Tablet | East | 15 | 600 | =D4*E4 |
| 1/4/2026 | Laptop | West | 8 | 1500 | =D5*E5 |
| 1/5/2026 | Phone | North | 30 | 800 | =D6*E6 |
5.2 Practice Tasks
- Navigate: Press
Ctrl + Home, thenCtrl + End - Select: Use
Ctrl + Shift + Endto select all data - Format: Select headers, press
Ctrl + Bfor bold - Filter: Press
Ctrl + Shift + Lto add filters - AutoSum: Click F7, press
Alt + =to sum Revenue
5.3 Save Your Work
Ctrl + S- Save- Save as
.xlsxformat (Excel Workbook) - Name:
sales_data_practice.xlsx
6. Common Beginner Mistakes
❌ Mistake 1: Merged Cells
Problem: Merged cells break sorting, filtering, formulas
Solution: Use "Center Across Selection" instead
- Select cells →
Ctrl + 1→ Alignment → Horizontal: Center Across Selection
❌ Mistake 2: Storing Numbers as Text
Problem: "123" vs 123 - formulas won't work
Solution:
- Look for green triangle in corner (error indicator)
- Select cells → Click warning → Convert to Number
❌ Mistake 3: Hard-coded Values
Problem: Typing "1500" multiple times
Solution:
- Store constants in named cells
- Reference:
=D2*Laptop_Priceinstead of=D2*1500
❌ Mistake 4: Not Using Tables
Problem: Formulas don't auto-extend to new rows
Solution: Convert to Table
Ctrl + T→ Creates structured table- Formulas auto-copy to new rows
7. Quick Reference Card
File Operations
1Ctrl + N New workbook2Ctrl + O Open3Ctrl + S Save4Ctrl + P Print5F12 Save AsEssential Formulas (Preview)
1=SUM(range) Add numbers2=AVERAGE(range) Calculate mean3=COUNT(range) Count numbers4=MAX(range) Find maximum5=MIN(range) Find minimumNavigation
1Ctrl + Home Go to A12Ctrl + End Go to last cell3Ctrl + Arrow Jump to edge4Page Up/Down Scroll screen8. Bài tập về nhà
Bài 1: Excel Shortcuts Quiz
Thực hành 10 shortcuts quan trọng nhất, ghi nhớ:
Ctrl + Shift + L(Filters)Alt + =(AutoSum)Ctrl + ;(Date)F4(Absolute reference)Ctrl + T(Create table)
Bài 2: Sales Data Practice
- Tạo sales data với 20 rows
- Thêm cột "Profit" với formula
- Apply filters và sort by Revenue
- Format headers với bold + color
- Save file và share screenshot
Bài 3: Keyboard Challenge
Hoàn thành các tasks chỉ dùng keyboard (không dùng mouse):
- Navigate to A1
- Select all data
- Add filters
- Go to last row
- Insert today's date
Summary
Trong bài này bạn đã học:
- ✅ Excel interface và components
- ✅ 20+ essential keyboard shortcuts
- ✅ Data entry best practices
- ✅ Common mistakes to avoid
- ✅ Quick reference cho daily use
Next: Bài 2 - Essential Formulas - SUM, IF, COUNTIF, SUMIF families
