Microsoft Excel – the essentials



One of the most popular and yet underused applications in the Microsoft Office suite. Whatever your role in the business, Excel has become a vital way to create, manage, and interpret data allowing you to analyse it and make decisions critical to the success of your business.

Training objectives

By the end of the course, you will be confident in using the essential features of Excel to create and alter simple spreadsheets, using formulae.

In particular you will be able to:
  • Create, save, close, open and print spreadsheets
  • Insert and delete rows or columns in your spreadsheet
  • Get Excel to automatically add up numbers
  • Copy formulae in your spreadsheet whilst keeping one of the cell references constant
  • Alter the look of the numbers and text, to make parts of the spreadsheet stand out
  • Visually represent numbers and text (as a chart) in your spreadsheet, to make them stand out and easy to understand


Anyone who has never used Excel before (or any other spreadsheet package) or has some experience but is unfamiliar with using the software to perform calculations and create charts.


The training is very practical and objective that will have been prepared in advance to suit the skill levels and role of each individual within the class. The focus is on improving on what you already know but showing you more efficient ways of working to make you more productive. Participants are openly encouraged to discuss real-life examples from their own situations where they may be struggling with their IT applications so that they leave with personalised resolutions.

Each element of the course includes:
  • High-quality training presentation
  • Group exercises and team activities
  • High degree of participation and interaction
Training in Excel versions 2013, 2010, and 2007 available.

Special features

Become more organised and connected with our up-to-date and real life scenario training to help make you more productive and skilful in the workplace

Our courses can be tailored to include any specialist topics such as advanced telephone skills, dealing with complaints, internal planning, etc., according to organisational need or the skill level of the participants.

The expert trainer

Shelley has more than a dozen years’ experience in helping people to get more from their computers. After working for an IT training organisation Shelley decided to ‘do her own thing’ when she realised the limitations of delivering standard courses.

Shelley and her team have worked hard to achieve accreditation by the Learning and Performance Institute for the IT Training Surgery, as a recognised high quality provider of IT training.

Shelley is highly visible on social media and has a reputation as the source of an endless stream of tips and techniques. She has a legion of raving fans who are confident that she can find a quick way to do virtually anything.

Course outline

1   What is a spreadsheet?
  • Entering text and numbers
  • The mouse keeps changing shape
  • Saving a spreadsheet
  • Using the Autofill feature
  • Creating formulas
  • Using the Autosum feature
  • Inserting and deleting rows and columns
  • Good spreadsheet practice
2   Spreadsheet basics
  • Copying formulae
  • Using absolute cell references
  • Printing a spreadsheet
3   Formatting cells
  • Alignment
  • Number formats
  • Column width
  • Borders
  • Shading
  • Bold, italics, underline
  • Fonts
  • Print preview
  • Page setup
  • Paper orientation
  • Scaling
  • Headers and footers
  • Margins
4   Charts
  • Types of charts
  • Creating charts with keyboards

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