Microsoft Excel Introduction (Private Group)

ExperTrain

Aims

This Microsoft Excel Introduction course is aimed at attendees who want to learn how to use Microsoft Excel to carry out spreadsheet tasks, including writing formulas and functions, create charts and manage tables of data using filters. The course is suitable for either beginners or attendees with limited experience of the product.

‍Our Microsoft Excel course is delivered using the latest version available through Microsoft 365. This ensures that our demonstrations include the most up-to-date features and functions. While many of the concepts and techniques covered are applicable to earlier versions of Excel, there may be some differences in the user interface and available features. If you are using an older version of Excel, our trainers are happy to provide guidance on how to access similar functionalities within your version.

Objectives

On completion of this course, delegates will be able to:

• Create, edit, and format spreadsheets
• Insert / delete / hide / unhide columns and rows
• Perform Calculations (Formulas)
• Format numbers, dates, and text
• Working with worksheets
• Use Page Setup to edit page margins, headers, and footers
• Create and format charts
• Sort and filter data lists

Course Content

Introduction and Objectives

Workbook Skills

• Selecting cells, columns, rows, and worksheets
• Entering and editing data

Working with Ranges

• Selecting adjacent & non-adjacent ranges
• Entering values into a range (text, numbers, dates)
• Using the AutoFill feature

Formatting numbers, dates, and text

• Changing cell alignment
• Merging cells & changing text indent
• Rotating, wrapping & shrinking text in a cell
• Creating cell borders
• Using the Format Painter
• Inserting & deleting cells
• Clearing formatting
• Formatting numbers (Currency, Decimal places, Comma, and Percent style)

Working with Charts

• Create, format, edit and label charts
• Moving and sizing a chart
• Editing chart data
• Changing chart type
• Print chart with and without data
• Using ‘Recommended Charts’

Working with Columns & Rows

• Adjusting column width and row height
• Inserting, deleting & adjusting columns and rows

Creating and Editing Formulas

• How to start and finish writing a formula
• Entering and editing formulas using multiplication, division, addition, and subtraction
• Copying formulas
• Order of calculation
• Entering a formula as an absolute cell reference to Fix a cell reference

Working with Excel Functions

• Entering basic Excel functions (e.g. Sum, Average, Max, Min and Counta)
• The Function Library (To see a list of all functions)
• Using the Auto-Calculate feature on the status bar

Worksheets

• Rename, insert, move, delete, and copy worksheets

Using Page Setup

• Setting the Orientation and Margins
• Inserting Headers and Footers

Working with Lists

• Hiding & unhiding rows and columns
• Freezing & unfreezing panes
• Sorting a list
• Sorting a table by multiple fields
• Filtering data in a table

Hints and Tips

Ideal for complete beginners, or anyone who uses Excel occasionally but doesn’t feel confident yet. It’s a good fit if you want to build solid foundations in creating, formatting and editing spreadsheets, plus simple formulas, charts and working with basic lists of data.

No previous knowledge of Excel is required. Attendees must have experience, however, of using the Windows environment to launch programs, access, save, open and close files.

Microsoft Excel is a core skill across almost every industry. Skills from this course support roles such as Administrator, Office Manager, Finance Assistant, Data Administrator, Analyst and Project Coordinator. It also provides a foundation for advanced Excel, data analysis and Power BI.