Introduction to Excel: Bitesize Live Online Learning Courses

Overview of the Sessions

Getting Started in Excel

This beginner Excel session is for anyone who has never used Excel before (or any other spreadsheet package) or those who have some experience editing data but are not confident using Excel.

Course requirements: You must be confident in using Windows and a mouse.

What you will learn:

• What is a Spreadsheet
• Entering Text and Numbers
• The Mouse keeps Changing Shape
• Saving a Spreadsheet
• Creating a sequence with the Autofill feature
• Inserting and Deleting Rows and Columns
• Comments
• Cell Styles

Creating Formulas

If you are able to create spreadsheet layouts but would like to get into using Excel's calculating power, this session can help you.

Course requirements: You will need to be confident setting up data in a spreadsheet, saving and locating the file.

You will learn:

• Using the Sum feature
• Copying Formulae with Autofill
• Number Format
• Using Absolute Cell References to refer to fixed figures in formulas
• Good Spreadsheet Design

Using Excel as a Single Table Database

If you work with long lists of data and want to feel in control of them and be able to group and filter the data to see trends, or if you’ve ever struggled to print a large Excel file, this session is for you.

Course requirements: You will need to be confident setting up data in a spreadsheet and saving and locating the file.

What you will learn:

• Freeze panes
• Printing the first row
• Sorting
• Multi-level sorting
• AutoFilter
• Custom Filters
• Print Preview
• Page Setup for Printing
• Headers and Footers.

Data Visualisation

This session will take a set of data and help you make it meaningful by adding conditional formatting (like Red, Amber, Green – RAG ratings) and by turning summary tables into bar and pie charts.

Course requirements: You will need to be confident setting up data in a spreadsheet, saving and locating the file.

What you will learn:

• Conditional Formatting
• Types of Charts
• Creating Charts using the Keyboard
• Chart Layout
• Chart Styles

Information for Mac users

If you are a Mac user, please let us know when booking. If the course is held in the classroom at Happy, the training is held on PCs so we recommend that you bring your Macbook with you (we are not able to provide an additional monitor). For online training, please let us know when booking and you can use your Mac as normal. We provide a PDF with shortcuts for Mac users and your trainer will refer to this throughout the training.

Related Courses

You can also mix and match with our other Live Online Learning courses: Excel for Intermediate Users, Excel for Intermediate Users: Pivot Tables and Charts (though do check course requirements before booking), Word for Intermediate Users, Introduction to PowerPoint and Outlook for Intermediate Users. We have also developed a range of Live Online Learning for our Leadership and Personal Development programmes that you may be interested in.

The Small Print

The course will run remotely for 90 minutes. 

All learners will need to install Zoom on their machines. Full technical requirements are on the Zoom website. Your link will be included in your joining instructions once you have booked your place — if you haven't received this email then please contact our team.

Learners should log into the session 10 minutes before the start time to ensure that they have downloaded and set up Zoom correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. Unfortunately you will be asked to leave and attend a different day if you arrive more than 15 minutes late for online sessions, and more than 30 minutes late for classroom sessions.

Your active participation is expected: everyone will be heard and seen throughout, just as they would be if we were in a room together. To be heard, hear and seen you will need a microphone, speakers and camera – if you have a modern laptop that’s all you will need. Remember, you’ll need a quiet place to call from and a decent internet connection is a must.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

The happy Guarantee

We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, just get in touch with our Customer Services team within 30 days of the course. We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.