Microsoft Excel Introduction Course

Overview

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Duration

1 Day

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Aims

This Microsoft Excel Introduction course is aimed at attendees who want to learn how to use Microsoft Excel to carry out spreadsheet tasks, including writing formulas and functions, create charts and manage tables of data using filters. The course is suitable for either beginners or attendees with limited experience of the product.

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Our Microsoft Excel course is delivered using the latest version available through Microsoft 365. This ensures that our demonstrations include the most up-to-date features and functions. While many of the concepts and techniques covered are applicable to earlier versions of Excel, there may be some differences in the user interface and available features. If you are using an older version of Excel, our trainers are happy to provide guidance on how to access similar functionalities within your version.

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Prerequisites

No previous knowledge of Excel is required. Attendees must have experience, however, of using the Windows environment to launch programs, access, save, open and close files.

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Objectives

On completion of this course, delegates will be able to:

• Create, edit, and format spreadsheets
• Insert / delete / hide / unhide columns and rows
• Perform Calculations (Formulas)
• Format numbers, dates, and text
• Working with worksheets
• Use Page Setup to edit page margins, headers, and footers
• Create and format charts
• Sort and filter data lists

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Course Content

Introduction and Objectives

Workbook Skills

• Selecting cells, columns, rows, and  worksheets
• Entering and editing data

Working with Ranges

• Selecting adjacent & non-adjacent  ranges
• Entering values into a range (text,  numbers, dates)
• Using the AutoFill feature

Formatting numbers, dates, and text

• Changing cell alignment
• Merging cells & changing text indent
• Rotating, wrapping & shrinking text in a cell
• Creating cell borders
• Using the Format Painter
• Inserting & deleting cells
• Clearing formatting
• Formatting numbers (Currency, Decimal  places, Comma, and Percent style)

Working with Charts

• Create, format, edit and label charts
• Moving and sizing a chart
• Editing chart data
• Changing chart type
• Print chart with and without data
• Using ‘Recommended Charts’

Working with Columns & Rows

• Adjusting column width and row height
• Inserting, deleting & adjusting columns and rows

Creating and Editing Formulas

• How to start and finish writing a formula
• Entering and editing formulas using multiplication, division, addition, and subtraction
• Copying formulas
• Order of calculation
• Entering a formula as an absolute cell reference to Fix a cell reference

Working with Excel Functions

• Entering basic Excel functions (e.g. Sum, Average, Max, Min and Counta)
• The Function Library (To see a list of all functions)
• Using the Auto-Calculate feature on the status bar

Worksheets

• Rename, insert, move, delete, and copy worksheets

Using Page Setup

• Setting the Orientation and Margins
• Inserting Headers and Footers

Working with Lists

• Hiding & unhiding rows and columns
• Freezing & unfreezing panes
• Sorting a list
• Sorting a table by multiple fields
• Filtering data in a table

Hints and Tips

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Download PDF Outline

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Next Steps

• Excel Intermediate
• Excel Advanced

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Client Testimonials

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"Excellent course and well-paced for beginners."

"The course was everything I was wanting to learn and more. Really enjoyed it."

"It was presented very well."

"Brilliant course. Thank you very much."

"I found this course very informative and am glad I did this."

"It was great. Well organised and easy to understand."

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Frequently Asked Questions (FAQs)

Is this course suitable for complete beginners?

Yes. It’s designed for newcomers to Excel or anyone who wants to refresh the basics before moving on to Intermediate.

How is the course delivered?

Live online via Microsoft Teams with an expert instructor. You’ll follow along with practical exercises and can ask questions throughout.

Do I need a specific version of Excel?

Any current desktop version of Microsoft Excel (Microsoft 365 or Excel 2016+) is fine. A Windows PC is recommended for the best experience.

Do I get a certificate?

Yes. You’ll receive an ExperTrain certificate of completion after the course.

What is included in the price?

Instructor-led training, course materials, and post-course support resources. The course runs for approximately 6.5 hours of guided learning.

Does the price include VAT?

No. The price shown (£150) excludes VAT at 20%. VAT is added at checkout for UK customers where applicable.

How do I book a place?

Use the booking/enquiry options on this page. We’ll confirm your place and send joining instructions ahead of the course date.

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