Virtual and Classroom Training - All our courses are available virtually. We have also started a safe return to classroom training. Click here to learn more.

banner image

Excel Introduction

1 Day Course
course icon

Course Information


This course will provide you with the foundational Excel knowledge and skills necessary for business today. As you apply the robust functionality that's part of Excel to your organization's raw data, you will be able to gain a level of insight into that data that would have been almost impossible years ago. Excel helps you organize, calculate, analyze, revise, amend, and present your data in ways that will help you and the decision makers in your organization steer forward in the right direction

Course Requirements

Learners must be confident using a mouse and keyboards

What will you learn

In particular you will be able to:

  • Get working with Microsoft Excel efficiently and effectively
  • Optimize your worksheets by creating and using formulas
  • Modify worksheets to manipulate and edit data
  • Format and style worksheets to get more impact from data
  • Produce printed workbooks

Course Outline

1. Getting Started With Excel
  • Starting Excel
  • Selecting the Blank Worksheet Template
  • The Excel Cell Referencing System
  • Entering Numbers and Text
  • Default Text and Number Alignment
  • Summing a Column of Numbers
  • Entering a Date
  • Worksheets and Workbooks
  • Saving a Workbook to Your Hard Disk
  • Closing a Workbook
  • Creating a New Workbook
  • Opening a Workbook
  • Opening a Recently Used Workbook
  • Pinning Files and Folders
  • Switching between Workbooks
  • Saving a Workbook Using another Name
  • Saving a Workbook Using a Different File Type
  • Getting Help within Excel
  • Searching For Help
  • The Help 'Table of Contents'
  • Printing a Help Topic
  • Alt Key Help
  • Using Other Excel Templates
2. Excel Selection Techniques
  • Why Are Selection Techniques Important?
  • Selecting a Cell
  • Selecting a Range of Connecting Cells
  • Selecting a Range of Non-Connecting Cells
  • Selecting the Entire Worksheet
  • Selecting a Row
  • Selecting a Range of Connecting Rows
  • Selecting a Range of Non-ConnectedRows
  • Selecting a Column
  • Selecting a Range of Connecting Columns
  • Selecting a Range of Non-Connecting Columns
  • Recommended Techniques When Creating or Editing Lists
3. Manipulating Rows And Columns Within Excel
  • Inserting Rows into a Worksheet
  • Inserting Columns into a Worksheet
  • Deleting Rows within a Worksheet
  • Deleting Columns within a Worksheet
  • Modifying Column Widths
  • Modifying Column Widths Using 'Drag and Drop'
  • Automatically Resizing the Column Width to Fit Contents
  • Modifying Row Heights
4. Manipulating Cells and Cell Content within Excel
  • Copying a Cell or Range Contents within a Workbook
  • Deleting Cell Contents
  • Moving the Contents of a Cell or Range within a Workbook
  • Editing Cell Content
  • Undo and Redo
  • Copying Data between Worksheets (Within the Same Workbook)
  • Moving Data between Worksheets (Within the Same Workbook)
  • Moving Data Worksheets (Between Different Workbooks)
  • Copying Data between Worksheets (In Different Workbooks)
  • AutoFill
  • Copying a Data Range Using AutoFill
  • Sorting a Cell Range
  • Searching and Replacing Data
5. Excel Worksheets
  • Switching between Worksheets
  • Renaming a Worksheet
  • Recommended Techniques with Naming Worksheets
  • Inserting a New Worksheet
  • Deleting a Worksheet
  • Copying a Worksheet within a Workbook
  • Moving a Worksheet within a Workbook
  • Copying or Moving Worksheets between Workbooks
6. Font Formatting within Excel
  • Font Formatting Options
  • Font Type
  • Font Size
  • Bold, Italic, Underline Formatting
  • Cell Border Formatting
  • Formatting the Background Colour
  • Formatting the Font Colour
7. Alignment Formatting within Excel
  • Horizontally Aligning Contents in a Cell Range
  • Centring a Title over a Cell Range
  • Cell Orientation
  • Text Wrapping within a Cell
  • Aligning Cell Contents Vertically
  • Format Painter
8. Number Formatting within Excel
  • Number Formatting
  • Decimal Point Display
  • Applying and Removing Comma Style
  • Formatting (To Indicate Thousands)
  • Currency Symbol
  • Date Styles
  • Percentages
9. Freezing Row and Column Titles
  • Freezing Row and Column Titles
10. Excel Formulas
  • Creating Formulas
  • The Easy Way to Create Formulas
  • Copying Formulas
  • Operators
  • Using Operators in Formulas
  • Formula Error Messages
  • Relative Cell Referencing within Formulas
  • Absolute Cell Referencing within Formulas
11. Excel Functions
  • What Are Functions?
  • Common Functions
  • Sum Function
  • Average Function
  • Max Function
  • Min Function
  • Count Function
  • The Count a Function
  • The Count blank Function
  • What Are 'If Functions'?
  • Using the If Function
12. Excel Charts
  • Inserting a Column Chart
  • Inserting a Line Chart
  • Inserting a Bar Chart
  • Inserting a Pie Chart
  • Resizing a Chart
  • Deleting a Chart
  • Chart Title or Labels
  • Changing the Column, Bar, Line or Pie Slice Colours in a Chart
  • Modifying the Legend Fill Colour
  • Changing the Chart Type
  • Modifying Charts Using the Layout Tab
  • Copying and Moving Charts within a Worksheet
  • Copying and Moving Charts between Worksheets
  • Copying and Moving Charts between Workbooks
13. Customising Excel
  • Modifying Basic Excel Options

Dates & Prices

Attend one of our public Excel courses:

Small Class Sizes

Maximum of 6 students per course.

Reference Manual

High quality reference manual supporting the topics covered.

Post Course Support

Unlimited post course email support on the course topics.

Delivery Options:
Choose a location...
1 Day Course

Private Courses

We can arrange your own private Excel course.


Have us build a custom private course tailored to your needs.

Cost Effective

If you are looking to training a group of people private courses can be very cost effective.

Post Course Support

Unlimited post course email support on the course topics.

What Our Clients Think

The course was fantastic - I couldn't recommend it enough!

Bonnie Donaghue - IRI

The pace he delivered the course was perfect and he explained everything so clearly and in a way I could understand.

Jessica Homer - All About Food

The trainer was fantastic and very knowledgable!

Harriet Woollam - Galloping Gourmet

The trainer was a really good instructor, he took the time to help us with individual issues and also tried to cater the course to meet our collective needs.

Ben Knight - Atlas Copco Ltd

Trainer was very engaging, spent time explaining topics clearly.

Laura Choake - Desoutter Industrial Tools

Very good, trainer was excellent.

Mike Hartley-Bingle - XPS Pensions Group

Related Courses

Introduction 1 Day

Learn the basics of the M language and how to use Power Query to organise and query your data inside Excel. 

Introduction 1 Day

This introductory Microsoft Excel course is ideal for beginners who want to learn how to produce spreadsheets, work with data and perform basic calculations.

Intermediate 1 Day

This course has been developed for people wanting to use Excel to perform calculations with a variety of common worksheet functions, filter, sort and summarise database lists, format and modify charts, and conditionally format cells.

Advanced 1 Day
  • Work with multiple workbooks and worksheets at the same time
  • Share and protect workbooks
  • Automate workbook functionality
  • Apply conditional logic
  • Audit worksheets
  • Present your data visually effectively
Introduction 2 Days
  • Understand the functions of Excel VBA
  • Understand applications of Excel VBA to improve efficiency
  • Use Excel VBA to enhance efficiency of the software
  • Investigate and solve problems related to Excel VBA
1 Day
  • Create advanced formulas
  • Automate workbook functionality
  • Apply conditional logic
  • Visualise data using basic charts
  • Implement advanced charting techniques
  • Use PivotTables, slicers and PivotCharts to analyse data
1 Day
  • Prepare data for PivotTables
  • Create PivotTables from various data sources
  • Analyse data using PivotTables
  • Work with PivotCharts
1 Day
  • Utilise Power Pivot in your data analysis
  • Visualise Power Pivot data
  • Apply the advanced functions to your data