Microsoft Excel Introduction Course

Our Excel Introduction Course gives a solid foundation in this popular and useful program, covering the following fundamental items:

  • Basic workbook tasks
  • Entering & manipulating data
  • Preforming calculations
  • Worksheet formatting
  • The creation of charts
  • The printing of workbooks

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Course Duration

Course can be either one day or two and a half-days duration


Course Objectives

After completing this course you will be able to describe the main uses for Excel spreadsheets; create new spreadsheets; use tools and commands to edit existing spreadsheets; perform calculations and simple statistics; visualise data with pie and column charts; print professional looking workbooks including headers and footers, page numbers.

Who is this Course for

New Excel users who want to learn Excel spreadsheet fundamentals and get up to speed with an overview of what Excel offers. Existing Excel users who are self-taught in using spreadsheets or would like a refresher course of Excel’s essential features and principles.

Course Prerequisites

If you have limited prior experience of working with computers, let the tutor know at time of booking. No previous experience of Excel is required to attend this course.


Course Outline

Click on the headings below for more information on course topics:

Getting Started with Excel

Spreadsheet Introduction:

• Opening Excel
• Exiting Excel

Help with Excel:
• Finding Help
• The Office Assistant
• The Help Task Pane

Beginning Excel:
• Toolbar / Quick Access / Ribbon (2007+)
• Working with Excel Menus
• Exploring Task Panes
• Excel Short-cut Keys

Basics Workbook Tasks

The Basics of File Management:
• New Workbooks
• How to Open Existing Workbooks
• How to Save Workbooks
• How to Close Workbooks
• Excel File Types

Explore your Workbook:
• Switching Worksheets
• The Active Cell
• Selecting Cells
• Exploring a Worksheet
• The Zoom Feature

Working with Excel:

• Columns, Rows, Cells, and Ranges
• Creating Worksheet Labels
• Entering and Deleting Data
• Printing your Worksheet

Modifying Excel Toolbars:
• Hiding Toolbars
• Showing Toolbars
• Moving Toolbars
• Customizing Toolbars

Entering & Editing Data

Basic Excel Features:

• What is AutoFill?
• What is AutoSum?
• What is AutoComplete?
• Working with Basic Formulas

Editing Tools:
• AutoCorrect
• Spell Check
• Find and Replace
• Documenting a Worksheet with Comments

Manipulating Data

Moving your Data:

• Dragging and Dropping Cells
• How to Cut, Copy, and Paste Cells
• How to Cut, Copy, and Paste Multiple Cells and Items
• How to Use Paste Special
• How to Insert and Delete Cells, Rows, and Columns
• Undo, Redo, and Repeat

Smart Tags and Option Buttons:
• What are Smart Tags?
• The Error Option Button
• The AutoFill Option Button
• The Paste Option Button

Formatting Worksheets

Modifying Cells and Data:

• Changing the Size of Rows or Columns
• Working with the Formatting Toolbar
• Adjusting Cell Alignment
• Rotating Text
• Creating Custom Number and Date Formats

Cell Formatting:
• Conditional Formatting
• What is the Format Painter?
• What is AutoFormat?
• Cell Merging and AutoFit
• Find and Replace Formatting

Enhancing a Worksheet’s Appearance:
• Adding Patterns and Colours
• Adding Borders
• Adding Fill Effects
• Working with Styles

Introduction to Charts

Working with Charts:

• Creating a Chart
• Formatting a Chart
• Manipulating a Chart
• Enhancing a Chart with Drawing Tools
• Enhancing your Chart with Titles and Tables

Working with Charts and Data:
• Changing the Type of Chart
• Changing the Source Data
• Creating 3-D Charts
• Working with the Chart Axes and Data Series
• Making Custom Charts

Organising & Formatting Workbooks

Organizing your Workbook:

• Inserting and Removing Worksheets
• Renaming, Moving, and Colour-Coding Worksheets
• How to Split and Freeze a Window
• Using Multiple Workbooks and Windows
• Using a Watch Window
• Creating a Custom View

Formatting your Workbook:
• Headers and Footers
• Inserting Page Numbers
• Changing Margins and Orientation
• Hiding Rows, Columns and Worksheets

Printing & Managing Workbooks

Printing a Workbook:

• Choosing a Print Area
• Setting up Page Breaks
• Choosing Paper Size and Changing Print Scale
• Adding Print Titles and Gridlines

More Workbook Features:
• Linking Workbooks
• Consolidating Workbooks
• Combining Worksheets
• Protecting Worksheets
• Templates