Excel Introduction Module 1: Getting started with Excel
During this hands-on session, you will learn how to create, format, save and print a simple Excel worksheet. You will become familiar with the screen layout and learn how to give commands within the program. You will also learn how to browse Help files to learn more about Excel.
This course is suitable for total beginners in the use of Microsoft Excel and assumes no prior knowledge. Ideally, learners be familiar with using a mouse, and working in a Windows environment.
- Understanding the screen: learn about the most important features on-screen; the ribbon, worksheet, scroll bars
- Workbook structure: investigate the essential elements of a workbook; worksheet tabs, columns, rows, cells, the active cell and the name box
- Adding text and data: add some simple text and figures and then use a simple calculation to total the figures; change some of the data and see the total change automatically!
- Formatting text and figures: use options on the Home tab to add basic formatting to enhance the appearance of your worksheet; use format painter
- Formatting cells: apply background fills to cells and add borders to make the worksheet easier to read
- Moving and copying data in cells: Use the mouse, keyboard and clipboard to move and copy data within worksheets and between cells
- Sorting and filtering: sort data effectively; use AutoFilter tools
- Useful tips: mouse pointer - learn what the different shapes are used for; learn how to select cells, rows and columns; use the scroll bars, mouse and keyboard to navigate a large workbook; learn how to undo an action
- Printing: explore the options in the Print backstage view
- Help: browse Excel Help to find out more about the program, or search for a specific topic
Excel Introduction Module 2: Intro to formulas and functions
During this hands-on session, you will learn how to add basic formula and functions to a worksheet to perform the most frequently used calculations. You will be introduced to the concept of ‘relative’ and ‘absolute’ referencing, and learn about the ‘order of calculation’ – an understanding of these concepts will provide a good foundation for working with more complex formulae in the future.
This course is suitable for beginners; no prior knowledge of Excel is required but would be beneficial if the learner had a basic understanding of creating and editing workbooks. You should be familiar with using a mouse, working in a Windows environment and ideally should have attended the Level 1 Module 1 session (Getting started).
- Data types: enter/edit text, numeric and date values appropriately in cells and via the formula bar
- Order of calculation: when multiple operators appear in a formula, which is calculated first, why is it so important to be aware of this, and how to control it
- Creating simple formula: use arithmetical operations to add, subtract and multiply figures; Use the fill handle tool to copy formulas; use Paste Special to paste values only without the calculation
- Relative vs absolute referencing: discover why sometimes formula must contain absolute references so that cell references do not change when copying; learn about mixed absolute referencing
- Functions: learn how to use functions to perform calculations, e.g. find the average of a list of numbers, or find the lowest figure in a long list
- Errors: learn about common error messages and circular references
Excel Introduction Module 3: Workbook management
During this hands-on session you will learn how to manipulate the structure of the workbook itself to better suit your requirements e.g. adding and renaming new worksheets, inserting new columns or rows and changing the width/height of those columns/rows. You will learn how to prepare a workbook prior to sharing it online with other users. Finally, you will see how to set up your workbook ready for printing.
This course assumes basic understanding in the use of Excel and of creating and editing workbooks. For new users to Excel, prior attendance on the other Level 1 courses would be beneficial.
- File tab: what are all those other options for, and do I need to use them? Your trainer will tell you a little about the other options, but we will focus on the essentials i.e. Info and Options
- Workbooks: Opening multiple workbooks and switching between them; split and freeze worksheet windows
- Worksheets: add, move, copy, rename and remove worksheets; move a worksheet to a new workbook; change tab colour; grouping worksheets and formatting as a group
- Rows and columns: learn how to insert/delete cells, rows and columns in a worksheet; resize rows and columns
- Conditional formatting: apply basic conditional formatting to text or data that meets your set conditions
- AutoFill: create lists of headings or dates quickly using this fantastic feature, you can even create your own custom lists for use again and again; learn how to use Flash fill
- Data: search for text or other content in a worksheet and learn how to replace it with alternative text e.g. change all ‘Qtr1’ to ‘Qtr2’.
- Preparing your workbook for sharing with others: learn how to spell check your workbook; protect formulae from accidental changes; add Comments to worksheet cells; add Headers and Footers to a worksheet; worksheet and workbook protection: adding a password