Microsoft 365 Excel Introduction

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Outline

This course is hands-on and practical. You’ll have plenty of opportunities to try things out for yourself, ask questions, and build your skills step by step. By the end of the day, you’ll be able to create and edit spreadsheets with confidence, understand how formulas work, and produce simple but effective charts. These are skills that can make a real difference, whether you're managing budgets, tracking data, or simply want to organise information more efficiently.

Audience

Those new to spreadsheets, those who are self-taught or those who have been told what to do and don’t really understand why they are doing things. No prior Excel knowledge is assumed.

Objectives

The objectives of the course are to:

  • Give you the knowledge to build, edit, format and print basic spreadsheets
  • Introduce the basic principles of creating and using formulae and functions
  • Teach users how to create and edit simple graphs

Course Content

Basic Principles

  • Understanding the screen layout – ribbons, icons, QAT, Zoom, etc.
  • Cursor shapes and their actions
  • Cell selection techniques

Working with Cells

  • Entering and editing cells
  • Using shortcuts
  • Autofill and flash fill
  • Copying and moving data
  • Undo and redo
  • Clear formats

Formulae

  • Setting up a basic worksheet
  • Creating your own formulae (Some basic maths is covered)
  • Order of calculation - BODMAS
  • Using in-built functions e.g. sum, average, count, counta
  • Relative vs absolute referencing

Formatting

  • Text formatting
  • Inserting/deleting rows and columns
  • Hide and unhide rows/columns
  • Altering column widths and row heights
  • Adding colours/borders/shading
  • Alignment and merging cells
  • Wrapping text into paragraphs
  • Number formatting
  • Format painter
  • Add/edit comments

Conditional Formatting

  • Using data bars, colour scales and icon sets

Printing

  • Print preview
  • Working with page break preview
  • Adjusting margins
  • Shrink to fit
  • Setting different print areas
  • Headers and footers
  • Repeating headings over multiple pages

Larger Documents

  • Splitting and freezing
  • Zoom

Graphs

  • Insert chart vs quick chart
  • Bar/line/pie charts
  • Adding/editing headings, borders, legends, data tables
  • Printing charts

Please note: Each participant is required to bring a laptop with the relevant software package installed and accessible on the day. This will allow all learners the opportunity to practice in real-time and get the most out of the learning experience.

 Open Course Information

Duration 1 day, 09.30-16.30
Member cost pp £260+VAT
Non-member cost pp £390+VAT
Details Free parking, lunch provided

In-House Course Information

This course is also available for in-house delivery. To learn more or discuss your specific requirements, please get in touch with us.

 

Looking for more, or completed this course?

Check out our other Microsoft Office training courses, including Intermediate, Advanced and Super User programmes for Microsoft 365 Excel.