Courses Details

Who should attend?: This course is suitable for people who are self-taught or have little to no experience of using Microsoft Excel who wish to get more confident within the package. Additionally, a great starting point for persons needing a revision, haven’t completed a formal training session “recently” in any version of Microsoft Excel.

Prerequisites: Delegates will need to be familiar with using personal computers and should have experience using a keyboard and mouse. We would expect delegates to know how to: launch and close applications, navigate, save and open files.

Objectives: At the end of this course you will feel more confident in creating spreadsheets with everyday calculations. You will know how to format and print spreadsheets, and how to create charts. Often, self-taught users miss out on the essential features and time saving shortcuts which are covered during this course.

Course Duration: 1 Day Classroom Training or Online. 9:00 AM – 4:30 PM

Course Contents: The subjects below are an outline. If there are any additional subjects you wish to cover, please feel free to call us prior to the course. All of our courses can be tailored to meet your business needs.

Getting started with Microsoft Excel

• Introduction to Excel and the Application Window
• Title Bar – Ribbon- Quick Access Toolbar – Scroll Bars – Status Bar – Formula Bar – Name Box
• Customizing the Quick Access Toolbar
• Tips and Tricks for Selecting Data and Navigating Worksheet/Workbook
• Understanding and Working the Name Box
• Understanding and Working the Formula Bar
• Workbook and Spreadsheet Limitations

File Management

• Creating and Saving Workbooks
• Opening Workbooks
• Understanding Backstage – Info – Save – Save As – Print - Close

Managing Worksheets

• Copy, Move, Rename, Re-Order, Color Sheet Tabs
• Hide and Unhide Tabs

Data Input and Selection

• Entering and Editing Data
• Entering and Formatting for Text, Dates and Numbers
• Selecting Cells, Rows and Columns using the Mouse and Keyboard shortcuts
• Understanding the Name Box and its function
• Using Functions & understand structure of formulas
• Understand Key Formula & Function Basics
• Using the SUM, AVERAGE, MIN, MAX, COUNT, DATEDIF, COUNT, COUNTA, COUNTIF, SUMIF, SUBTOTAL Functions
• Understanding and working with the Function Wizard

Working with Dates

• Date Calculations
• Formatting Dates

Copying and Moving Data/Formulae

• Using Cut, Copy and Paste
• AutoFill
• Drag and Drop
• Copy and Drop

Editing Worksheets

• Inserting Rows and Columns
• Deleting Rows and Columns
• Sizing Rows and Columns
• Hiding/Unhiding Rows and Columns

Formatting Worksheets

• Right Click Formatting
• Working with Fonts, Sizes and Colors
• Adding Borders and Fill Color to Cells
• Aligning the Content of a Cell
• Applying Number Formatting
• Using the Format Painter
• Merge and Unmerge Cells

Working with Large Worksheets

• Freezing Panes
• Working the Form Tool
• AutoFilter
• Working with Split Pane View

Printing

• Using Print Preview
• Setting the Print Range
• Sizing Spreadsheets to Fit
• Working with Margins, Headers and Footers and other useful print settings

Multiple Sheets

• Creating new Sheets
• Coloring Sheet Tabs
• Navigating Sheets
• Deleting Sheets
• Group and Ungroup Sheets

Charts and Graphs

• Creating Charts and Graphs alongside data
• Creating Charts and Graphs on a new sheet
• Changing the Chart Types
• Basic Formatting of Charts and Graphs

Keyboard Shortcuts