Microsoft Office 365 User Training Excel and Forms Beginners

This 1-day course is available either at your premises or at the Cambourne training venue.  If you would like to book this course, please email us, and we'll let you know the available dates.  As soon as a date has been fixed the training day will be booked. 

A bowl with Office 365 written on the outside with a selection of office 365 courses inside

Training Delivery: Live Online Instructor Led & Classroom Face to Face

Course Duration: 1 Day

During this course you will:

Use Microsoft Forms to:

  • Creating a Form
  • Add Form Components
  • Change Form Options
  • Share your Form
  • Handle Form Responses

Use Microsoft Excel to:

  • Generate Pivot Charts & Tables
  • Use VLOOKUP, XLOOKUP, IF and SUMIF Functions

Link Forms with Excel

  • Create and Store a Form that links in Real Time to Excel

Office 365 User Training - All you need to know.

Enquire Here

Course Outline

Microsoft Forms and Excel User Training Beginners

Creating Forms

  • Locating Microsoft Forms
  • Creating a Form
  • Naming a Form
  • Pinning Forms
  • Deleting Forms

Adding Form Components

  • Choice
  • Text
  • Rating
  • Date
  • Ranking
  • Likert
  • File Upload
  • Net Promoter
  • Adding Pictures to a Form

Changing Form Options

  • Changing the Form Theme
  • Altering Form Settings

Sharing your Form

  • Creating a Link to your Form
  • Creating a QR (Quick Response) Code
  • Putting your Form on Another Site
  • Emailing your Form

Form Responses

  • Handling Form Responses
  • Sharing Form Responses
  • Getting Form Results into Excel
  • Collaborating with Others

Creating a Quiz

  • Handling Correct and Incorrect Answers
  • Scoring

Adding Branching

  • Create a Basic Branching Structure
  • Adding Sections
  • Using Branching in Standard Forms
  • Incorporating Branching in Quizzes

Microsoft Excel

Creating Forms Linked to Excel

  • How to Create a Form that is Linked to an Excel Spreadsheet?
  • How to save Excel Linked Forms?


  • Creating Tables
  • Sorting Tables
  • Filtering Tables
  • Creating Table Formulas


  • IF

Basic Pivot Tables

  • Create Pivot Tables from Tables
  • Basic Pivot Table Navigation
  • Restructuring Pivot Tables
  • Changing Pivot Table Styles
  • Pivot Table Conditional Formatting

Pivot Charts

  • Creating Pivot Charts
  • Formatting Pivot Charts
  • Bar Chart
  • Column Chart
  • Pie Chart
  • Doughnut Chart

Pivot Table Features

  • Using Slicers and Timelines
  • Seeing Values as a Percentage
  • Changing Summarisation Calculations
  • Formatting Pivot Tables
  • Refreshing Pivot Tables
  • Auto Refresh Pivot Tables

Using Forms and Excel Together

  • Creating a Form that links to Excel
  • Storing an Excel Linked Form
  • Changing the Location and Name of the Excel File

Enquire Here


Please note this course is available for private booking on a date convenient for you. 


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