EXCEL TRAINING COURSES

EXCEL BEGINNER

Target Audience

This introduction course is structured for someone with very little to no experience with Excel. It will take the participant through the fundamentals of data management in a spreadsheet, essential formula creation, efficient manipulation of data using techniques unique to this product and proper presentation of data for both viewing and printing.

It may also be useful for someone who has not used Excel for some time and needs to brush up. Included are a lot of tips, tricks and short cuts that will increase productivity and reduce frustration.

The outline below is for contemporary versions of Excel (2013, 2016, 2019 and 365). We do run courses on earlier versions when required. Please mention this when booking.

Prerequisites

As this is the Beginner Level the only prerequisites are basic computer skills like typing, using a mouse, and some familiarity with the Windows operating system.

Duration:

1 Day

Price:

Prices start from $300 per day but may vary based on location.

Course Dates - ONSITE (Your Premesis):

Dates are available for this course

Please Contact Us to schedule one that works for you

Schedule a Date


 

 

Course Dates - ONLINE-LIVE:

Dates are available for this course

Please Contact Us to schedule one that works for you

Schedule a Date

 

Course Files:

Download Course Files

 

COURSE OUTLINE

Getting to Know Excel

  • Starting Excel
  • Excel Orientation
  • Using the Ribbon
  • Understanding Backstage View
  • Working with Dialogue Boxes
  • The Quick Access Toolbar
  • Using the Status Bar
  • Accessing Help Features

Working with Workbooks

  • What is a Workbook
  • Opening Workbooks
  • Saving and Closing Workbooks
  • Accessing Recent Workbooks
  • Adjusting Excel Options to do with workbooks
  • Creating New Workbooks
  • Entering Text, Numbers and Dates
  • Navigating a Workbook

Editing in a Workbook

  • Overwriting vs. Editing Cell Contents
  • Methods for Editing Cell Contents
  • Clearing Cells
  • Deleting Data
  • Using Undo and Redo

Selecting Cells and Ranges

  • Overwriting vs. Editing Cell Contents
  • Selecting Contiguous Ranges
  • Selecting Non-Contiguous
  • Mouse vs. Keyboard Selection
  • Selecting Rows and Columns

Coping and Moving Data

  • Copying, Cutting and Pasting Data Excel Style
  • Use Quick Fill for Copying
  • Using Drag and Drop
  • Utilising Paste Special Features

Formulas and Functions

  • Formula Principles
  • Creating Formulas that Add Subtract Multiply and Divide
  • Using BODMAS (Order of Operations) with Excel Formulas
  • Formulas vs. Functions
  • The SUM function
  • Summing Non-Contiguous Ranges
  • Finding Averages, Minimums and Maximums
  • Tips for Creating More Complex Formulas

Formula Referencing

  • Absolute vs. Relative Referencing
  • Relative Formulas
  • Problems With Relative Formulas
  • Creating Absolute References
  • Creating Mixed References

Font Formatting

  • Working With Live Preview
  • Changing Fonts
  • Changing Font Size
  • Growing and Shrinking Fonts
  • Making Cells Bold, Italic and Underlined
  • Changing Font Colours
  • Changing Background Colours
  • Using the Format Painter

Working with Cells

  • Understanding Cell Alignment
  • Horizontal Cell Alignment
  • Vertical Cell Alignment
  • Indenting Cells
  • Merging Cells
  • Wrapping Text within Cells

 

Number Formatting

  • Understanding Number Formatting
  • Applying General Formatting
  • Formatting for Money
  • Formatting Percentages
  • Formatting as Fractions
  • Formatting as Dates
  • Using the Thousands Separator
  • Increasing and Decreasing Decimals

Working with Rows and Columns

  • Approximating Column Widths and Row Heights
  • Setting Precise Columns Widths and Row Heights
  • Changing Multiple Column Widths in Unison
  • Changing Multiple Row Heights in Unison
  • Deleting and Inserting Rows and Columns

Working with a Worksheet

  • Changing the Worksheet View
  • Worksheet Zooming
  • Viewing Worksheet Gridlines
  • Inserting Cells Into a Worksheet
  • Deleting Cells From a Worksheet
  • Working With Multiple Worksheets
  • Worksheet Wisdom

Sorting Data

  • Understanding Lists
  • Performing an Alphabetical Sort
  • Performing a Numerical Sort
  • Sorting on More Than One Column

Filtering Data

  • Understanding Filtering
  • Applying and Using a Filter
  • Clearing a Filter
  • Creating Compound Filters
  • Multiple Value Filters
  • Creating Custom Filters
  • Using Wildcards

Printing Worksheets

  • Previewing Before You Print
  • Selecting a Printer
  • Printing a Range
  • Printing an Entire Workbook
  • Specifying the Number of Copies
  • The Print Options

Creating Simple Charts

  • Understanding the Charting Process
  • Choosing the Right Chart
  • Using a Recommended Chart
  • Creating a New Chart From Scratch
  • Working With an Embedded Chart
  • Resizing a Chart
  • Repositioning a Chart
  • Printing an Embedded Chart
  • Creating a Chart Sheet
  • Changing the Chart Type
  • Changing the Chart Layout
  • Changing the Chart Style
  • Printing a Chart Sheet
  • Embedding a Chart Into a Worksheet
  • Deleting a Chart