Excel – introduction

Excel – introduction – overview

This one-day workshop is designed to give you an awareness of the fundamentals of Microsoft Excel and, in particular, to give you the confidence needed to efficiently create, edit and manage spreadsheets.

It will help you:

  • Use Excel more efficiently – and more confidently
  • Output accurate results for reports
  • Trouble-shoot errors as they occur

Full details below or download course outline.

Learning objectives

This course will help participants:

  • Create tables
  • Use functions
  • Manage rows and columns
  • Write formulas
  • Manage sheets
  • Use content formats
  • Handle larger tables
  • Create reports and charts
Pre-requisites
  • No previous Excel experience required
  • Designed for Office 365, versions: 2016, 2013 and 2010

This course offers useful shortcuts and is therefore also suitable for those who are self-taught.

Course format

A very practical, interactive one-day session for a maximum group size of 12. Comprehensive materials provided.

Expert trainer

Alan is a highly experienced and very popular IT skills trainer. After eighteen years as an employed IT trainer and training manager he went independent in 2013, specialising in Microsoft Office courses, primarily Excel, PowerPoint, Word, Outlook and Access, although he also delivers training in other programs when required. His clients come from all sectors and include such organisations as The Economist, Hyundai, Marston Group, MediaCom, London Borough of Harrow, Paragon Customer Communications, ICP Global Creative, Bywaters, etc, etc.

See what some of the participants have said about his workshops:

‘Fantastic. Well-paced and easy to follow.’
‘Great experience.’
‘Very personable, relatable, patient and able to present complicated processes in an understandable way.’
‘Friendly and good at checking people are up to speed.’
‘Very good and explained and answered all questions.’
‘Explains everything well.’
‘Excellent teacher and very intelligent.’
‘Very knowledgeable would love to have him again if there is another course – thank you.’
‘Alan explains things very clearly and addresses issues on questions before they are visible. Thank you very much!’

Excel – introduction – course outline

1 Creating a table

  • Creating an Excel table from scratch
  • Wrapping text in cells
  • Speeding up data entry using AutoFill
  • Sorting columns

2 Inserting function

  • Inserting function calculators
  • Using AutoSum to sum numbers
  • Statistical calculations AVERAGE, MAX and MIN

3 Table rows and columns

  • Inserting and deleting rows and columns
  • Adjusting multiple column widths and row heights
  • Hiding and unhiding rows and columns

4 Formula writing

  • The basics of formula writing
  • Understanding mathematical symbols
  • Using multiple mathematical symbol in a formula
  • When to use brackets
  • Troubleshooting calculation errors

5 Managing sheets

  • Inserting, renaming, moving and deleting sheets
  • Copying a worksheet to another file
  • Copying a table to another sheet

6 Managing content formats

  • Applying data formats
  • Managing number formats
  • Controlling formats with the Format Painter

7 Managing larger tables

  • Applying freeze panes to lock headings when scrolling tables
  • Sorting on multiple columns
  • Using filters to extract table information

8 Table reporting

  • Running reports with tables
  • Including table total rows

9 Creating and modifying charts

  • Creating a pie chart
  • Creating a column chart
  • Inserting chart titles and data labels
  • Controlling chart formatting
  • Changing chart types

10 Printing

  • Previewing and printing tables and charts
  • Modifying page orientation
  • Adjusting print margins
  • Printing a selection

11 Calculating with absolute reference

  • The difference between a relative and absolute formula
  • Changing a relative formula to an absolute
  • Using $ signs to lock cells when copying formulas