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Intro / Intermediate Excel Training Courses MS Excel

Two Day: 9am – 4:30pm hours

Target Audience & Purpose

Excel Intro / Intermediate is for people new to Spreadsheets, & for self-taught users to enhance their knowledge. It is a pre-requisite for the Advanced course.


By the end of this course participants should be able to:

  • Recognise the main areas of the Excel window & workbook
  • Enter, edit & delete data in a workbook
  • Create workbooks using formulae & functions, including SUM, AVERAGE, MAX & MIN
  • Enhance the presentation of workbook data
  • Create, display & enhance charts, print worksheets
  • Set up & work with multiple worksheets
  • Freeze titles on a worksheet
  • Sort & subtotal data
  • Add comments to a worksheet

Course Structure

Course Inclusions

  • Comprehensive learning materials incl. exercise files
  • Post course telephone support
  • ‘Certificate of Attendance’ on completion of course
  • Morning & afternoon tea

Course Prerequisites

Participants should already:

  • Be competent in using a mouse & keyboard
  • Have an understanding of Windows

MS Excel 2013/2016 Intro / Intermediate Course Content

Exploring Microsoft Excel
Working with Excel, Start Excel, Use the Interface, Use the File Tab, Explore Excel Options, Work with Worksheets, Use the Ribbon, Hide the Ribbon, Customize Quick Access Toolbar, Mini Toolbar, Customize Status Bar, Exit Excel

Using Basic Workbook Skills
Select a Cell using the Keyboard and mouse, Use Key Tips, Scroll Bar Shortcut Menu, Go To Dialog Box, Enter Text & Numbers into Cells, Save, Close & Open Workbook, Create a New Workbook, Use a Template, Data Entry Shortcuts, Edit Cell Entries, Check Spelling, Create New Folder, Rename a Workbook

Working with Ranges

Use Ranges, Select Ranges with Mouse & Keyboard, Select Nonadjacent Ranges, Enter Values into a Range, Use Auto Fill

Creating Simple Formulas

Use Formulas, Use Functions, AutoSum Button & AutoSum List, Formula AutoComplete/Flash Fill, Insert & Edit Functions in Formulas, Auto Calculate Feature, Range Borders to Modify Formulas, Check Formula Errors

Copying & Moving Data

Copy/Cut & Past Data, Copy & Paste Formulas, Paste Options Button, Paste List, Clipboard Task Pane, Create Absolute Reference, Fill Cells, Drag-&-Drop Editing, Undo & Redo

Formatting Numbers & Text
Use Currency, Percent & Comma Style, Change Decimal Places, Change Text Appearance, Rotate, Wrap & Shrink Text in a Cell, Change Cell Alignment, Change Text Indentation

Formatting Cells

Use Merge & Centre Button, Change Vertical Alignment, Split Cells, Use Borders Button, Use Fill Colour Button, Paste Formats, Use Format Painter Button, Copy Formats to Non-Adjacent Cells, Clear Formats, Insert Selected, Cut or Copied Cells, Delete Selected Cells

Working with Columns & Rows

Select Columns & Rows, Use Narrow Column Tooltips, Change Column Width & Row Height, Adjust Columns Automatically, Hide & Unhide Columns & Rows, Insert Columns & Rows, Delete Columns & Rows

Using Page Setup

Set Margin & Centre Options, Change Page Orientation, Change Page Setup Options, Headers & Footers

Preview a Worksheet, Print Current Worksheet, Print a Selected Range, Print a Page Range, Print Multiple Copies

Working with Multiple Worksheets
Navigate between Worksheets, Select & Rename Worksheets, Select Multiple Worksheets, Colour Worksheet Tabs, Insert & Delete Worksheets, Print Selected Worksheets Copy & Move Worksheets, Group Worksheets, Move & Copy Data between Worksheets, Creating 3- D Formulas & Functions

Using Other Functions

Use Function Arguments, Use Financial Functions, Use Logical Functions, Use Date Functions, Format Dates, Revise Formulas

Creating & Editing Charts

Use, Create, Move & Resize Charts, Identify Chart Elements, Change Chart Type, Change Plot Direction, Remove/Add a Legend, Move the Legend, Chart Non-adjacent Ranges, Change Chart Range, Change Data Source, Change Chart Location, Printing a Chart, Add Chart Titles, Format Chart Elements, Change Text Orientation, Add a Data Table, Create an Exploded Pie Chart, Adjust the 3-D View, Delete a Chart, Working with Quick Analysis

Using Large Worksheets

Magnification, Full Screen View, Splitting the Window, Freezing Panes

Managing Data

Sort Lists, Sort in Ascending/Descending Order, Find Data, Replace Data, Find & Replace Cell Formats

Working with Comments
Create, View & Print Comments, Discussion Comments

Drawing an Object
Draw Enclosed Objects, Draw a Line, Select & Move an Object, Add Text to an Object, Resize an Object, Format Lines, Change & Remove Fill Colour, Change Font Colour, Delete an Object

Additional Effects & Objects

Add a 3-D Effect, Apply a 3-D Setting, Add a Shadow, Draw a Text Box, Draw an Arrow, Insert Pictures, Format Graphics

Using AutoShapes & Diagrams

Draw a Callout, Draw a Basic Shape, Work with Connectors, Draw a Flowchart Shape, Draw a Block Arrow, Use Shapes & SmartArt

Using Worksheet Protection

Unlock Cells in a Worksheet, Protect & Unprotect a Worksheet and Workbook, Create & Delete Allow-Editing Ranges, Assigning a Password, Opening a Password-protected File, Removing a Password

Using Paste Special
Work with Paste Special, Copy Values between Worksheets, Copy Formulas between Worksheets, Perform Mathematical Operations


Mark Steele

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