Course Outline

Microsoft Excel Introduction Course

This course is designed to be hands-on. You will learn skills that you can apply to your own work. Bring your own projects, files and questions to the training, or use our free support anytime after training.

We specialise in on-site and online customised training, which means we can schedule the course at a date that suits you and tailor the content to address your requirements.

A solid foundation for Excel covering:

Basic workbook tasks
Entering & manipulating data
Performing calculations
Worksheet formatting
Creating charts and graphs
Printing workbooks

Microsoft Excel Introduction Course Content

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.

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.

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.
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

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