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 macOS.

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 (BIDMAS)
  • Copying formulae using AutoFill
  • Use of simple functions eg. SUM(), AVERAGE(), MIN() & MAX()
  • Understanding the difference between absolute and relative cell references

Sorting and Filtering

  • The concept (and limitations) of a database or list in Excel
  • Filtering data
  • 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

Live Chat

Course Dates

London CentralLondon GreenwichBristol

London Central

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18 May £145 + VAT Book Now
10 Jul £145 + VAT Book Now
23 Sep £145 + VAT Book Now
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London Greenwich

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24 Feb £145 + VAT Book Now
15 Apr £145 + VAT Book Now
17 Jun £195 + VAT Book Now
17 Aug £195 + VAT Book Now
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31 Mar £195 + VAT Book Now
14 May £195 + VAT Book Now
6 Jul £195 + VAT Book Now
23 Sep £195 + VAT Book Now
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All our courses run in London and Bristol, or can be tailored to requirements at your own offices. For alternative dates, please email or call us on 0208 269 4260
All prices are per person and are subject to VAT
15% discount for groups of four delegates.
10% discount for groups of three delegates.
(This offer applies for delegates on the same public scheduled course on the same date.)

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