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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

Excel is Microsoft's powerful and easy-to-use spreadsheet program, which provides you with an extensive set of tools to organise, analyse, present, and store data.

This comprehensive introductory course will help all novice users get started in Microsoft Excel quickly. You'll gain practical skills and knowledge that can be applied in any professional setting to enhance your productivity and decision-making abilities.

We'll cover all the key basics from creating and formatting spreadsheets and charts, through using formulas and functions, to sorting and filtering data. We'll show you how to make a spreadsheet look professional and presentable, and how to save it and print it.

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

Your First Workbook

  • Understanding Workbooks

  • Using the Blank Workbook Template

  • Typing Text

  • Typing Numbers

  • Typing Dates

  • Understanding the Fill Handle

  • Typing Formulas

  • Easy Formulas

  • Saving a New Workbook on Your Computer

  • Checking the Spelling

  • Making Basic Changes

  • Safely Closing a Workbook

Working with Workbooks

  • Opening an Existing Workbook

  • Navigating a Workbook

  • Navigating Using the Keyboard

  • Using Go To

  • Recent Files and Folders

  • Understanding Data Editing

  • Overwriting Cell Contents

  • Editing Longer Cells

  • Editing Formulas

  • Clearing Cells

  • Deleting Data

  • Using Undo and Redo

Cells and Ranges

  • Understanding Cells and Ranges

  • Selecting Contiguous Ranges

  • Selecting Non Contiguous Ranges

  • Using Special Selection Techniques

  • Selecting Larger Ranges

  • Selecting Rows

  • Selecting Columns

  • Understanding Copying in Excel

  • Using Fill for Quick Copying

  • Copying From One Cell to Another

  • Copying From One Cell to a Range

  • Copying From One Range to Another

  • Understanding Filling

  • Filling a Series

  • Filling a Growth Series

  • Extracting With Flash Fill

  • More Complex Flash Fill Extractions

  • Understanding Moving in Excel

  • Moving Cells and Ranges

  • Moving by Dragging

Formulas and Functions

  • Understanding Formulas

  • Creating Formulas That Add

  • Creating Formulas That Subtract

  • Formulas That Multiply and Divide

  • Understanding Functions

  • Using the SUM Function to Add

  • Summing Non-Contiguous Ranges

  • Calculating an Average

  • Finding a Maximum Value

  • Finding a Minimum Value

  • Creating More Complex Formulas

  • What if Formulas

  • Absolute Versus Relative Referencing

  • Relative Formulas

  • Problems With Relative Formulas

  • Creating Absolute References

  • Creating Mixed References

  • Common Error Messages

Worksheet Appearance

  • Understanding Font Formatting

  • Working With Live Preview

  • Changing Fonts

  • Changing Font Size

  • Growing and Shrinking Fonts

  • Making Cells Bold

  • Italicising Text

  • Underlining Text

  • Changing Font Colours

  • Changing Background Colours

  • Using the Format Painter

  • Applying Strikethrough

  • Subscripting Text

  • Superscripting Text

  • Understanding Cell Alignment

  • Horizontal Cell Alignment

  • Vertical Cell Alignment

  • Indenting Cells

  • Understanding Number Formatting

  • Applying General Formatting

  • Formatting for Money

  • Formatting Percentages

  • Formatting as Fractions

  • Formatting as Dates

  • Using the Thousands Separator

  • Increasing and Decreasing Decimals

  • Understanding Borders

  • Applying a Border to a Cell

  • Applying a Border to a Range

  • Applying a Bottom Border

  • Applying Top and Bottom Borders

  • Removing Borders

Worksheet Layout

  • Approximating Column Widths

  • Setting Precise Columns Widths

  • Setting the Default Column Width

  • Approximating Row Height

  • Setting Precise Row Heights

  • Hiding Rows and Columns

  • Unhiding Rows and Columns

  • Understanding Worksheets

  • Changing the Worksheet View

  • Worksheet Zooming

  • Viewing the Formula Bar

  • Viewing Worksheet Gridlines

  • Inserting Cells Into a Worksheet

  • Deleting Cells From a Worksheet

  • Inserting Columns Into a Worksheet

  • Inserting Rows Into a Worksheet

  • Deleting Rows and Columns

  • More Than One Worksheet

  • Worksheet Wisdom

Worksheet Techniques

  • Inserting and Deleting Worksheets

  • Copying a Worksheet

  • Renaming a Worksheet

  • Moving a Worksheet

  • Hiding a Worksheet

  • Unhiding a Worksheet

  • Copying a Sheet to Another Workbook

  • Moving a Sheet to Another Workbook

  • Changing Worksheet Tab Colours

  • Grouping Worksheets

  • Hiding Rows and Columns

  • Unhiding Rows and Columns

  • Freezing Rows and Columns

  • Splitting Windows

  • New Windows

Sorting and Filtering Data

  • Understanding Lists

  • Performing an Alphabetical Sort

  • Performing a Numerical Sort

  • Sorting on More Than One Column

  • Understanding Filtering

  • Applying and Using a Filter

  • Clearing a Filter

  • Creating Compound Filters

  • Multiple Value Filters

  • Creating Custom Filters

  • Using Wildcards

Creating Charts

  • Understanding the Charting Process

  • Choosing the Right Chart

  • Using a Recommended Chart

  • Creating a New Chart From Scratch

  • Working With an Embedded Chart

  • Resizing a Chart

  • Repositioning a Chart

  • Printing an Embedded Chart

  • Creating a Chart Sheet

  • Changing the Chart Type

  • Changing the Chart Layout

  • Changing the Chart Style

  • Printing a Chart Sheet

  • Embedding a Chart Into a Worksheet

  • Deleting a Chart

Page Setup

  • Strategies for Printing Worksheets

  • Understanding Page Layout

  • Using Built in Margins

  • Setting Custom Margins

  • Changing Margins by Dragging

  • Centring on a Page

  • Changing Orientation

  • Specifying the Paper Size

  • Setting the Print Area

  • Clearing the Print Area

  • Inserting Page Breaks

  • Using Page Break Preview

  • Removing Page Breaks

  • Setting a Background

  • Clearing the Background

  • Settings Rows as Repeating Print Titles

  • Clearing Print Titles

  • Printing Gridlines

  • Printing Headings

  • Scaling to a Percentage

  • Fit to a Specific Number of Pages

Printing

  • Understanding Printing

  • Previewing Before You Print

  • Selecting a Printer

  • Printing a Range

  • Printing an Entire Workbook

  • Specifying the Number of Copies

  • The Print Options

Supplementary Content

  • Applying Borders

  • Using Brackets in Excel Formulas

  • The Quick Analysis Tools

  • Starting With Excel Online

  • Working With Excel Online


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.


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