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Basic Excel Training

Are you an individual looking for a public class?  CLICK HERE.
Are you a company representative who needs a proposal?  Please email [email protected]

This training program is designed for novice users of MS Excel who seek to grasp the fundamental functionalities of the tool. Its primary objective is to equip participants with the foundational skills necessary to engage in advanced discussions and activities within MS Excel.

Objectives
  1. Equip participants a complete understanding of Excel's basic and advanced functions to help them use it professionally.
  2. Improve participants' data management skills through sorting, filtering, and visualization to improve analysis and decision-making.
  3. Provide participants the confidence and skills to explore advanced Excel features and applications, preparing them for data analysis and reporting specialization.

Training Methodologies
  • Employ varied activities to engage participants actively, including seatwork, recitation, and games
  • Use realistic scenarios in solving worksheet problems
  • Provide opportunities for feedback regarding their Excel formula solutions and identify areas for improvement.

Outline
  • Basic Worksheet Operations
    • Merging Cells and Wrap Text
    • Freezing Cells
    • Cell Formatting Options
    • Filtering and Sorting Data
    • Using Filter Views
    • Row and Column Operations (Hide, Insert, Delete, Freeze Pane)
    • Sheet Operations (Naming, Tab Color, Hiding Sheets)
    • Formatting Values
    • Protecting Range


  • Essential Excel Functions
    • Basic Arithmetic Formulas: SUM, AVERAGE, etc.
    • Text Functions: LEFT, RIGHT, CONCATENATE, etc.
    • Math and Conditional Functions: SUMIFS, COUNTIF, RANK, etc.
    • Handling Date Problems
    • Basic Logical Functions: IF, Nested IFs, Series IFs
    • Basic Lookup Functions: VLOOKUP, Using Named Ranges
    • Combining Functions in Basic Scenarios
    • Essential Excel Shortcut Keys for Efficiency


  • Data Tab Tools
    • Separate Texts Text-to-Columns
    • Applying Conditional Formatting
    • Data Bars, Color Scales, and Icon Sets
    • Processing Raw Data using Subtotal Tool
    • Creating Data Validation
    • Creating Basic Dropdown Lists


  • Creating Basic Charts
    • Review of Basic Chart Elements: Gridlines, Axes, Data Tables, Data Labels, Legends
    • Choosing the Right Chart to Adapt for the Purpose


  • Introduction to PivotTables
    • Creating PivotTables for Data Analysis
    • Modifying Value Field Settings for Custom Analysis
    • Grouping Data for Clarity
    • Interacting with PivotTable Data using Slicers

Related Courses

Advanced MS Excel

Macros and VBA Programming
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