Course Code: XL13L1

Duration: 1 Day

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Course Aims:

This Microsoft Excel Introduction course is aimed at people who want to learn how to use Microsoft Excel to carry out spreadsheet tasks including the creation of formulas and functions, create charts and manage tables of data. The course is suitable for either beginners or people with limited experience of the product.

Course Pre-requisites:

No previous knowledge of Excel is required. Students must have experience, however, of using the Windows environment to launch programs, access, save, open and close files.

Course Objectives:

On completion of this course, delegates will be able to:
▪ Create, edit and format spreadsheets
▪ Insert/delete/hide/unhide columns and rows
▪ Entering formulas and functions into an excel spreadsheet.
▪ Format numbers, dates and text
▪ Working with worksheets
▪ Preview and print worksheets
▪ Use Page Setup to edit page margins, headers and footers
▪ Create and format charts
▪ Sort and filter data lists

Course Content:

Introduction and Objectives

Workbook Skills
▪ Selecting cells, columns, rows and worksheets
▪ Entering and editing data
▪ The ‘Mini Toolbar’ and ‘Shortcut Menus’

Working with Ranges
▪ Selecting adjacent & non-adjacent ranges
▪ Entering values into a range (text, numbers, dates)
▪ Using the AutoFill feature

Formatting Cells and text
▪ Changing cell alignment
▪ Merging cells & changing text indent
▪ Rotating, wrapping & shrinking text in a cell
▪ Creating cell borders
▪ Using fills
▪ Using the Format Painter
▪ Inserting & deleting cells
▪ Clearing formatting
▪ Character formatting

Formatting Numbers and Dates
▪ Applying number styles and controlling decimal places
▪ Changing the date format
▪ Clearing the format

Previewing Worksheets
▪ Using Print Preview, Page Layout View
▪ Viewing & hiding gridlines, headings and the Formula Bar
▪ Adding & removing page breaks

Using Page Setup and Printing
▪ Page orientation
▪ Scaling a worksheet
▪ Editing margins
▪ Centring on page
▪ Headers & footers
▪ Repeating row & columns headings
▪ Setting & removing a print area
▪ Using Page Break Preview to adjust pages and layout
▪ Printing active worksheet, entire workbook or a selection

Working with Columns & Rows
▪ Adjusting column width and row height
▪ Inserting, deleting & adjusting

Creating and Editing Formulas/Functions
▪ How to begin and finish writing a formula
▪ Entering and editing formulas using multiplication, division, addition and subtraction
▪ Copying formulas
▪ Order of calculation
▪ Entering a formula as an absolute cell reference to Fix a cell reference
▪ Entering basic Excel functions (e.g., Sum, Average, Max, Min and Counta)
▪ The Function Library (To see a list of functions)
▪ Using the Auto-Calculate feature on the status bar

▪ Rename, insert, move, delete and copy worksheets

Copying & Moving Data
▪ Copying/cutting & pasting data
▪ Using Paste Options
▪ Using the Paste List
▪ Using the Clipboard
▪ Using Undo & Redo

Working with Charts
▪ Create, format, edit and label charts
▪ Moving and sizing a chart
▪ Editing chart data
▪ Changing chart type
▪ Print chart with and without data
▪ Using ‘Recommended Charts’

Working with Lists
▪ Hiding & unhiding rows and columns
▪ Freezing & unfreezing panes
▪ Sorting a list
▪ Sorting a table by multiple fields
▪ Filtering data in a table

Action planning

Review of Programme