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

Booking for one?

Are you looking for a public course? Browse our list of public events and book today. 

Tell us about your project

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

Do you feel limited with the tools you use to represent your organisation’s information? Instead of learning to use Visio confidently, are you still fumbling with Excel charts, drawing basic flowcharts with PowerPoint shapes and AutoShapes? Or are you starting from no knowledge of diagrams at all?

Learn to use Visio which is the tool you should be using by joining one of our Visio courses.

Get in touch


Create Complex Diagrams In Minutes

Developing complex professional diagrams shouldn’t take so long so why are you stumbling to present the information in your head in a compelling visual? Become an expert when you attend our Visio training courses, whatever your level and needs, and discover all the features which make your job a pleasure not a chore. Visio unleashes your creative side and gives you instant results. Learn the proper techniques and see the results quickly.

Take your Diagramming to a New Level

Once you have completed our Visio training you will be comfortable using the program and will be able to create expert level diagrams and plans with ease. So, whether you need to illustrate your processes for ISO certification or compliance regulations or simply would like to learn Visio as a way to communicate technical representations of ideas, structures, concepts, blueprints and a variety of other purposes our Visio training can do just that! So, if you have been looking for the best Visio training program around, look no further!

Learn Visio The Right Way

Learn to draw flow charts, process flow; represent information in swimlanes / cross-functional flow charts; map organisational charts; manipulate shapes and link data; create complex layouts; visualise floor plans and floor layouts; create complex diagrams and apply layers of information; bring real-time data together from multiple sources, link to Microsoft Excel and Microsoft SQL Server; manage processes with sub-processes; apply rules and logic validation; implement rules and validation; ensure accuracy and consistency across the organization; share dynamic diagrams over the web; icons and data bars; create SharePoint workflows.

Which Microsoft VIsio Training?

We offer three levels of Visio and customised training to suit your specific business needs.

  • Microsoft Visio Introduction Course for those who are completely new to Visio and want an overview of the main drawing types you can create effortlessly in Visio.
  • Microsoft Visio Intermediate Course for existing Visio users who can create simple drawings but need to understand the full capabilities of Visio and need to be more effective in creating large amounts of drawings quickly. 
  • Microsoft Visio Advanced Course for existing users with Pro versions of Visio who want to use it in multiple business environments. We talk about Visio programmability and integration with data. 


  • Microsoft Visio Customised for those who have specific needs and want to focus on specific drawing types, e.g. architecture, engineering drawings and diagrams.