Course description
Overview
Basic Excel functionality is covered with a mix of hands-on practical exercises. Delegates will be able to take their completed Excel files away with them for future reference. The skills taught on this course are pre-requisites for the Financial Modelling and Data Analysis courses that we offer.
Who is this for?
This course has been developed for those who are new to Microsoft Excel and need an introduction to the basic functionality.
What will you learn?
- Basic data entry
- Introduction to the RIBBON
- Shortcuts vs the mouse
- Tabs: Ribbon tabs and worksheet tabs
- Copy, cut and paste and other basic functions
- Basic presentation and formatting
- Simple formulae and calculations
- Auto-sum
- Editing an existing formula
- Absolute vs Relative cell referencing
- Basic Sorting and Filtering
- Introduction to Logical Statements: IF()
- Basic charts and graphs
- Printing and saving
- Practical exercise
Please read the following guidance carefully, which applies only if you are attending this course online:
- In addition to the Online Classroom, you will need to have your own version of Excel open to complete the exercises
- It does prove to be challenging to follow-on with the exercises using only 1 screen as you will need to be regularly switching between open windows. We recommend to either:
- Extend from a computer to a 2nd screen - please refer to this link for guidance on how to correctly setup a second monitor https://support.microsoft.com/en-us/help/4340331/windows-10-set-up-dual-monitors or
- Use 2 computers, or
- Use a tablet for the online classroom and a computer for the Excel
- Please note that our courses are based on Excel for Windows and it is recommended that you are using at least Excel 2010 or a later version. MAC users are welcome but please note that there may be some tools and functionality that will differ from what is being presented. The presenter will accommodate for MAC versions on the course.
Related courses
Data Analysis with Excel - Intermediate
Data Analysis with Excel - Advanced
Financial Modelling - Comprehensive
Financial Modelling - Advanced (& Introduction to VBA)
Cyber Security
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Upcoming start dates
Suitability - Who should attend?
This one day classroom course has been developed for those who are new to Microsoft Excel and need an introduction to the basic functionality. Delegates may benefit from attending this course along with Intermediate Excel.
Please note: There is some overlap between this course and both Financial Modelling Introduction and Data Analysis with Excel – An Introduction and delegates should carefully read the outlines to determine which course would be most suitable for them.
Training Course Content
- Basic data entry
- Introduction to the RIBBON
- Shortcuts vs the mouse
- Tabs: Ribbon tabs and worksheet tabs
- Copy, cut and paste and other basic functions
- Basic presentation and formatting
- Simple formulae and calculations
- Auto-sum
- Editing an existing formula
- Absolute vs Relative cell referencing
- Basic Sorting and Filtering
- Introduction to Logical Statements: IF()
- Basic charts and graphs
- Printing and saving
- Practical exercise