Microsoft Excel Foundation Training Course

This course is deleivered for Excel 365, Excel 2019 and others.

This one-day course teaches the basic functions and features of Excel. After an introduction to spreadsheet terminology and Excel's window components, students will learn how to use the Help system and navigate worksheets and workbooks. Then they will enter and edit text, values, formulas, and pictures, and they will save workbooks in various formats. Students will also move and copy data, learn about absolute and relative references, and work with ranges, rows, and columns. This course also covers simple functions, basic formatting techniques, and printing. Finally, students will create and modify charts, and learn how to manage large workbooks. Delivered in Dundee,  Aberdeen,  Edinburgh,  Stirling,  Glasgow,  Fife,  London,  Aberdeenshire,  Angus,  Perth and most UK locations.
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Course objectives

After completing this course, students will know how to:

1. Recognise spreadsheet terminology; start Microsoft Excel and identify the components of the Excel interface; create a blank workbook; navigate worksheets; and open a downloaded template.
2. Enter and edit text and values; use AutoFill; enter formulas and examine the order of operations; save and update a workbook; and save a workbook in different file formats.
3. Move and copy data; use the Office Clipboard; move and copy formulas; use AutoFill to copy formulas; use Paste Link; view formulas; work with relative and absolute references; and insert and delete ranges, rows, and columns.
4. Use the SUM function, AutoSum, and the AVERAGE, MIN, MAX, COUNT, and COUNTA functions to perform calculations in a worksheet.
5. Format text, cells, rows, and columns; merge cells; apply color and borders; format numbers; create conditional formats; use the Format Painter; and use Find and Replace to update the formatting for specific content.
6. Create, format, modify, and print charts based on worksheet data; work with various chart elements; and apply chart types and chart styles.
7. Insert and modify a picture; represent data graphically within cells by applying three forms of conditional formatting (data bars, color scales, and icon sets); and insert and modify SmartArt graphics.
8. Check spelling; find and replace text and data; preview and print a worksheet; set page orientation and margins; create and format headers and footers; and print gridlines.

Course contents

Getting started
Spreadsheet terminology 
The Excel environment 
Navigating a worksheet 
Using a template 

Entering and editing data
Entering and editing text and values 
Entering and editing formulas 
Saving and updating workbooks 

Modifying a worksheet
Moving and copying data 
Moving, copying, and viewing formulas 
Absolute and relative references 
Inserting and deleting ranges, rows, and columns 

Functions
Entering functions 
AutoSum 
Other common functions 

Formatting
Text formatting 
Row and column formatting 
Number formatting 
Conditional formatting
Additional formatting options 

Charts
Chart basics 
Formatting charts 

Graphics
Working with pictures 
Conditional formatting with graphics 
SmartArt graphics 

Printing
Preparing to print 
Page Setup options 
Printing worksheets 

Topics covered will vary slightly depending upon the version you are using, e.g. 2019 or 365.

Prerequisites

Before taking this course, you should be familiar with personal computers and the use of a keyboard and a mouse. Furthermore, this course assumes that you've completed a Windows Basic course or have equivalent experience.

Target Audience

The target student for this course should be comfortable using a personal computer and Microsoft Windows. You should have little or no experience using Microsoft Excel or any other spreadsheet program. You will get the most out of this course if your goal is to become proficient in using Microsoft Excel to create simple worksheets and charts for internal reports and data tracking.

Courseware

Courseware with supporting exercise files will be provided and delegates will find this valuable for further study, revision and reference.

Certification Track

For comprehensive training, you should complete all of the following courses: Excel Foundation, Excel Intermediate, Excel Advanced and Excel Power User.

Topics covered will vary slightly depending upon the version of Excel you are using, e.g 2007, 2010, 2013, 2016, 2019 or 365.

New Functions for Excel 365:

FILTER function
RANDARRAY function
SEQUENCE function
SINGLE function
SORT function
SORTBY function
UNIQUE function  

Also new in Excel 365: Create a diagram in Excel 365 with the Visio Data Visualizer add-in

Contact us for further information, to check available dates or to book a course.