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Microsoft Excel - Beginner

Length 1 day
Price NZD 435 exc GST

Course overview

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Why study this course

Unlock the power of Excel spreadsheets to effectively analyse, share, and manage your day-to-day data with this comprehensive one-day Excel for beginners course. Gain practical skills and knowledge that can be applied in any professional setting to enhance your productivity and decision-making abilities.

The course covers the important basics from creating and formatting spreadsheets and charts to sorting and filtering data.

After completing this course, you may be interested in our Intermediate and Advanced courses.

Note: Excel 2016, Excel 2019, Excel 2021, and Excel 365 are all desktop application versions of Microsoft Excel. Excel 2016, Excel 2019, and Excel 2021 are the perpetual, bought-outright, stand-alone versions of the software; Excel 365 is the subscription-based version. Anyone working with any of these versions will be able to successfully complete this course. Throughout this course you will be using the desktop app; the course does not cover use of the web/online app.

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What you’ll learn

At the completion of this course, you should be able to:

Create and work with a new workbook
Open and navigate within workbooks and worksheets
Understand and work with ranges in a worksheet
Understand, create, and work with formulas and functions
Use font formatting techniques
Format rows and columns in a worksheet
Use a range of techniques to work with worksheets
Sort data in a list in a worksheet
Create effective charts in Excel
Apply a variety of page setup techniques
Print your workbook data

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Who is the course for?

This course is designed for users new to Microsoft Excel and spreadsheeting as a concept. You'll learn all key basic Excel skills and be ready to put them into practice in the workplace.

Course subjects

Getting to Know Excel

What are Spreadsheets, Worksheets and Workbooks?
What are Columns, Rows, Cells and Ranges?
The Excel Interface
Keyboard Navigation Options

Creating Workbooks

The Ribbon
The Backstage View
Data Types
Excel 365 File Formats
Save and Save As
Saving to Microsoft OneDrive
Compatibility Mode
The Convert Option
The Compatibility Checker
Checking for Accessibility Issues

Getting Help in Excel 365

Using the Microsoft Search Box
Accessing Advanced Help Options

Using Formulas and Functions

About Functions
Creating a Function with AutoComplete
Using the Insert Function Dialog Box
Using AutoSum
Viewing AutoSum Calculations in the Status Bar
Automatic Workbook Calculations

Working with Data

Selecting Cells Cut, Copy and Paste
Paste Options
Live Preview
The Transpose Option
Moving Data with Drag and Drop
Undo and Redo
AutoFill
FlashFill
A Closer Look at Formulas
Excel Formulas
The Formula Bar
Elements of an Excel Formula
Mathematical Operators
The Order of Operations
Types of Reference

Working with Rows and Columns

Inserting Rows and Columns
Deleting Rows and Columns
Clearing Data from Cells
Changing Column Width and Row Height
Hide and Unhide

Sorting and Filtering Data

Sorting vs Filtering Data
Sorting Data
Enabling Filtering
Using the Filter Menu
Using Text Filters
Clearing a Filter

Formatting Text

Fonts
Format Cells Dialog Box
Format Painter
Live Preview and Formatting
The Mini Toolbar
Creating Links

Formatting Cells

Applying a Border
Applying a Fill
Changing the Number Format
Formatted Numbers and Cell Width
Customising Number Formats

Aligning Cell Content

Alignment Options
The Indent Commands
Wrap Text
Merge and Centre Options

Printing Workbook Contents

Define the Basic Page Layout for a Workbook
Print Options in Backstage View
The Page Setup Dialog Box
Print Preview
Workbook Views
Headers and Footers
Header and Footer Settings
Page Margins
Margins Tab Options
Page Orientation
Refine the Page Layout and Apply
Print Options
Zoom Options
Page Breaks
Page Break Options
The Print Area
Print Titles
Scaling Options

Managing Large Workbooks

Format Worksheet Tabs
Renaming Worksheet Tabs
Changing Tab Colour

Manage Worksheets

Grouped Worksheets
Repositioning Worksheets
Inserting or Deleting Worksheets
Hiding and Unhiding Worksheets
Worksheet References in Formulas

Customising the Excel Environment

Customise General and Language Options
The Excel Options Dialog Box
Customise Formula Options
Customise Proofing and Save Options
Version Control
Customise the Ribbon and Quick Access Toolbar
Understanding and Enabling Add-Ins
The Developer Tab
Customise Advanced and Trust Centre Options

Prerequisites

No previous experience with Microsoft Excel is necessary. This course is suitable for people who have never worked with Excel or have only had very limited exposure to it.

This course assumes that the user understands the basics of using a Windows-based computer. Students should be comfortable using the keyboard, mouse, and Start menu. Understanding printing and using a web browser is an asset, but not required.

Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.