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Microsoft Excel - Beginner

  • Length 1 day
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.

Nexacu Public Schedule

With Lumify Group's acquisition of Nexacu, we're pleased to now offer you the largest public schedule of end user applications training in Australia and New Zealand. As we move to consolidate our end user offering with Nexacu, as an interim measure you can now access the schedule of the most closely aligned courses and book, by clicking on the link below.

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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


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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