Microsoft Excel Introduction
Date: 4th April 2023
Time: 9:30am to 4:30pm
Level: Excel Introduction / Core - Level 1
Location: Virtual classroom
Course Aims & Objectives
At the end of the course participants will have a solid knowledge of how to set-up and manipulate data within Excel. This introduction level is important for anyone who wishes to go on to Intermediate and Advanced level at a later time.
Who Should Attend?
Participants on this course should have some familiarity with using a PC, mouse and keyboard. The class is designed for those who have little or no knowledge of Excel or who have only been working on inputting data into a standard Excel spreadsheet.
Items not listed here are not covered on this course and are covered at a higher level.
•A first look at the Excel environment.
•Understanding the difference between a spread sheet and a database within Excel.
•Entering data into Excel.
•Manipulating Rows and Columns of data.
Changing data, copying or moving data within a spreadsheet or between spreadsheets.
•Formatting a spreadsheet, including text formatting, cell formatting, borders, alignment and font.
•Creating basic formulas using mathematical symbols.
•Understanding and using the AutoSUM functions.
•Understanding the difference between Relative and Absolute cell referencing.
•Page layout and preparing data for printing.
•Creating Headers and Footers within Excel.
•Freezing rows and columns.
•Creating basic charts from data.
•Saving a spreadsheet in various formats.
•Creating Pie, Column, Line, and Mixed charts.
•Quick sorting in ascending and descending order.
•Multilevel sorting by more than one field.
•Retrieving records using autofilter, custom and advanced filters
Important notes from the Trainer re these Online courses:
Participants need to ensure that they have Microsoft Excel working on their computer and that their sound is working.
They MUST know how to switch between applications during the course, i.e. They will have a folder open with work files, they will also have ZOOM open, and they will have Excel open. On the day, they will watch the tutor perform the task on ZOOM. They will then switch to the folder which contains the work files and they will open the file. The file will open in Excel where they will perform the task themselves. they must know how to open, save and close work files before attending the course. They therefore need to be able to switch between all three areas frequently. If they are unable to do this they should consider not attending an online course as the tutor will be unable to assist them from a distance – a classroom based course would be more beneficial in this circumstance.
The trainer will send a link to the work files needed for the course.
You will need to download these work files before the course and place them in a folder on your desktop.
All participants must have a copy of Microsoft Excel on their laptop or PC. Ideally the version of Excel will be from Office 365 or Office 203 or Office 2016.
You must have internet access. Your laptop or PC must have either built-in or connected speakers and ideally should also have a webcam.
You will be sent an invitation to join the course and you may need to download and install the ZOOM app if it is not already on your computer.
In an ideal setup, each participant would have a PC with duel screens, a camera, microphone and speakers, however we know this is not normally possible. At a minimum, each person must have a laptop with Excel installed and working. You must be able to hear the trainer therefore must have speakers or headphones attached to your laptop or PC. The trainer would prefer to be able to see you. It is possible to join the course on your smart phone, where you have a microphone and camera and then you can work on your computer,
however while this works, it isn’t ideal because you cannot share your computer screen with the trainer if you are in trouble. Also, it can be difficult to see the detail of an Excel worksheet on a tiny phone screen.