Microsoft Excel Introduction

Course Duration is 1 Day

From: £255.00 Plus VAT (per person)

Have more than 2 delegates? Talk to us about our closed group courses.

Delivery Method

Open Public Courses – Virtual Delivery Only  Closed Group Courses – Face To Face and Virtual Delivery

Business Benefit

Analysing numerical data and creating statistical charts is a common requirement in businesses. Excel’s robust features make it the preferred choice for such tasks, enabling effective data-driven decisions and visual representations

Who Should Attend

The target audience for this course includes individuals who have specific needs related to data analysis and reporting using Excel. This could be:

Business Professionals: This course is ideal for professionals working in various business roles, such as finance managers, accountants, business analysts, and sales managers, who need to use Excel to create spreadsheets for budgeting, cash projections, and sales analysis.
Financial Analysts: Financial analysts who require Excel skills to perform financial modeling, data analysis, and reporting will benefit from this course. It covers essential topics for financial data management and presentation.
Small Business Owners: Entrepreneurs and small business owners who need to track their finances, create budgets, and analyse sales data can gain valuable skills from this course.
Report Writers: Individuals responsible for preparing and presenting financial information in the form of numerical or graphical reports, such as financial reports, sales reports, or performance dashboards, can enhance their reporting capabilities with the skills learned in this course.
Students and Learners: Students pursuing business, finance, or related courses can use this course to build a strong foundation in Excel for academic and future career purposes.
Anyone Seeking Excel Proficiency: If you’re looking to improve your Excel skills for personal or professional development and you have a specific interest in financial analysis and reporting, this course can be a valuable resource.

The course’s focus on creating spreadsheets for budgets, cash projections, and sales analysis, along with teaching how to use formulas for basic statistics like finding averages, makes it particularly suitable for individuals who work with financial data or need to communicate financial information effectively.

Learning Outcomes

Enter and Edit Data within a Worksheet: Users will gain proficiency in entering data into Excel spreadsheets and making necessary edits to ensure data accuracy.
Manipulate Data Using Formulas and Functions: Participants will learn how to create and apply formulas and functions to perform calculations and manipulate data efficiently.
Professionally Format the Worksheet:  Users will be able to format their worksheets to improve visual appeal and readability, which is essential for creating professional-looking documents.
Copy and Move Data: Users will learn how to copy and move data within and between worksheets, enabling efficient data management and organization.
Automatically Fill Cells: Understanding how to use Excel’s auto-fill feature can help users quickly populate cells with sequences or patterns of data.
Print Worksheets: This skill is important for producing hard copies of worksheets or reports for documentation and sharing purposes.
Name Ranges for Use in Formulas: Users will be able to define and use named ranges, making formulas more understandable and less error-prone.
Create Relative and Absolute Cell References: Understanding the difference between relative and absolute cell references is crucial for building complex formulas that adapt correctly when copied or moved.
Manage Links Between Sheets and Workbooks: Users will learn how to create and manage links or references between different sheets and workbooks, which is essential for data consolidation and analysis.
Create Charts: Users will gain the ability to create various types of charts and graphs to visually represent and analyse data, a valuable skill for reporting and presenting information effectively.

This provides a strong foundation in Excel skills, particularly for those who are new to the software or looking to enhance their basic proficiency.

Course Content

Using Help:  Teaches users how to utilize Excel’s built-in help features to find information and assistance when encountering difficulties or questions while using the software.
Editing Techniques: Participants learn various editing techniques, including how to cut, copy, paste, and manipulate data within Excel.
Saving Your Work: Understanding how to save Excel workbooks and files is crucial to ensure that data is preserved and can be accessed in the future.
Formulas: The basics of creating and working with formulas in Excel, which are essential for performing calculations and data manipulation.
Writing Formula: Users learn how to write and structure formulas to perform specific calculations, such as addition, subtraction, multiplication, and division.
Using Functions: Functions are predefined formulas in Excel. Participants learn about commonly used functions like SUM, AVERAGE, MAX, and MIN, and how to use them in calculations.
Copying Data: This section covers techniques for copying and pasting data within Excel worksheets and between worksheets or workbooks.
Auto Fill: Participants learn how to use Excel’s auto-fill feature to quickly fill cells with a series of data, dates, or patterns.
Formatting: Formatting is crucial for making Excel worksheets visually appealing and easy to read. Learn about cell formatting, font formatting, and other formatting options.
Spell Checker: Teaches users how to use it to check and correct spelling errors.
Find And Replace: How to search for specific data within a worksheet and replace it with other values or text.
Printing: Understanding how to configure and print Excel worksheets is important for creating physical copies or reports.
Absolute Cell References: Learn the concept of absolute cell references in Excel formulas, which allow for precise referencing of specific cells.
Named Ranges: Named ranges make formulas more readable and manageable. This section teaches users how to define and use named ranges.
Naming A Formula: Participants learn how to assign names to formulas for easier reference and reuse.
Linking Workbooks: How to establish links or references between different Excel workbooks, which can be useful for data consolidation.
Creating Charts: Learn how to create various types of charts and graphs to visualize data effectively.
Chart Options: Delve into customizing charts by adjusting their appearance, labels, and other settings.
Changing The Size Of Embedded Charts: Learn how to resize and manipulate charts when they are embedded within a worksheet.

How to Book

Dates below represent open public courses only. To book this course, please select an available date and click the book now button below to complete the booking. Have two or more people to train – you may consider a closed group course. Contact us on [email protected] to discuss specific date and delivery requirements.


Measuring The Success


The purpose of your training is learning new skills and/or changing behaviour. We can help you measure this!

To evaluate how successfully the attendees are doing this, delegates can attend a Workplace Implementation session during the skills transfer period. The cost of the session is £595+VAT delivered virtually and lasts for 2.5 hours.

During the Workplace Implementation session the individuals will either on a 1-2-1 basis or as a group discuss the challenges and successes they have experienced during their skills transfer period.
This will include what they are doing differently as a direct result of the training and how this has positively impacted the organisation.
This is an excellent way to encourage the learning, support the skills transfer into the workplace and act as a measure to evaluate the training.

We compile this information into a report so that you have evidence of your return on investment.