Microsoft 365 - Excel Level 1

Overview

This hands-on 1-day course is based on the current Microsoft 365 Desktop version of Excel. Participants using Excel 2016 or later will be able to follow along, although some of the newest features may not be available in older versions.

This course is designed for learners with no previous experience with Excel and for those who use Excel for basic tasks but have not had recent training. Experienced self-taught users may find this course a valuable refresher.

Microsoft Excel is a versatile spreadsheet application used to organize, analyze, and visualize data. It provides a grid of rows and columns where users can enter numbers, text, and formulas to perform calculations, track information, and generate reports. Excel is widely used in business, finance, education, and research for tasks such as budgeting, data analysis, forecasting, and project tracking. With features like charts, pivot tables, conditional formatting, and built-in functions, Excel helps users turn raw data into meaningful insights. Its ability to automate tasks through formulas and macros, along with its integration into the Microsoft 365 environment, makes it an essential tool for efficient data management and decision-making.

Prerequisites

• Basic familiarity with using a Windows or macOS computer
  • Mac users can fully follow along with all core lessons; however, Navigation and Tool Options may differ. Familiarity with macOS is required.
• Access to Microsoft Excel 365 Desktop application

Learning Objectives

Through the use of hands-on exercises participants will learn to:

• Navigate the Excel interface and use worksheets efficiently
• Enter and format data for readability and printing
• Create and edit basic formulas and use common functions
• Work with rows, columns, and simple ranges
• Use the Function Library
• Create a form and print to PDF
• Use simple keyboard shortcuts and time-saving tips

Course Modules

Module 1 - Getting Started with Excel

Interface tour: Ribbon, Quick Access Toolbar, Backstage, workbooks vs. worksheets, saving and file locations.

Module 2 - Editing and Formatting Data

Data entry tips, wrap text, number formats (currency, date), alignment, cell styles, format painter, clearing formats. Working with Ranges.

Module 3 - Formulas and Functions

Writing formulas, relative vs. absolute references, common functions (SUM, AVERAGE, COUNT, COUNTA, MIN, MAX), AutoSum and The Function Library.

An introduction to using IF, and Flash Fill.

Module 4 - Concepts of Forms

Create a simple form. Printing, Print Areas, PDF, different file formats. Using sheet and cell protection.

Module 5 - Tips and Tricks

Learn to be efficient in Excel and what resources are available.

Saving to OneDrive

Using AI (CoPilot, ChatGPT etc.)

ON-TRACK Corporate Training has a diverse and flexible schedule that can be customized to your needs. We offer group courses (both public and corporate), one-on-one training, virtual (on-line) classroom (Zoom etc.) and on-site training options. We also have easily accessible on-line training videos on OnTrackTV.