Introduction to Microsoft Excel

Duration: 1 Day


This course is designed for anyone who needs to understand the fundamental features and uses of Excel, and how to create simple spreadsheets, charts and databases. For a full introduction, it is suggested that this course is taken in conjunction with the Intermediate course.


None other than a working knowledge of Windows or Macintosh OS.

Course includes

A comprehensive set of reference notes covering course topics, follow-up telephone support and, for training on Transmedia premises, lunch and refreshments.

Course outline

File management and basics

  • Launching Excel
  • Understanding the interface
  • Starting a new workbook
  • Opening an existing workbook
  • Closing a workbook
  • The size of a worksheet
  • Entering data in cells
  • Quick ways to navigate a document
  • Working with Ribbons (Galleries) and Toolbars

Selecting and editing data

  • Selecting single cells, whole rows and whole columns
  • In-cell editing
  • Overtyping the contents of cells
  • Moving and copying data; cut and paste, drag and drop
  • Zooming
  • Working in different views

Formatting cells

  • Formatting fonts, borders and patterns
  • Applying styles e.g. bold, italic etc.
  • Changing column widths and row heights
  • Number formatting (currency, percentages, dates etc).
  • Using the Format Painter
  • Using Conditional formatting


  • Using Print Preview
  • Options in page setup, such as headers and footers, gridlines etc.

Structuring formulae

  • Understanding spreadsheet cell references
  • Using arithmetic and understanding the order in which Excel processes calculations (BODMAS)
  • Copying formulae using AutoFill
  • Use of simple functions eg. SUM(), AVERAGE(), MIN() & MAX()
  • Understanding the difference between absolute and relative cell references

Data filtering and sorting

  • The concept (and limitations) of a database or list in Excel
  • Entering and editing data through a Data Form
  • Sorting a list using one or more keys
  • Using the AutoFilter Smart Tags
  • Filtering values in a range
  • Using the Sub-total command

Creating charts

  • Selecting data in rows and columns correctly
  • Using the Chart Wizard
  • Choosing from bar, line, scatter, pie and other chart types
  • Amending data on the fly
  • Saving a chart by itself or attached to a worksheet
  • Adding data series

This course is available as a private or customised course. Contact us for further information and to customise this course to your exact requirements:

Phone us: 0208 269 4260Book Now

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