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Introduction to Excel

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Introduction to Excel

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Course Overview

This course will introduce you to the basic skills needed to use Microsoft Excel.  This course is aimed at those that either have no experience or limited knowledge of Microsoft Excel.

Suitable For: Any member of staff within the School or Academy.

Date & Venue: View course dates and venues

Time: Full day 9.30-15.30 with a break for lunch (lunch not included) but refreshments will be provided.

Cost: If you have a Finance package 150 credits per delegate. If no Finance Package purchased please refer to Schools Finance Packages 2018

What you will need to bring

  • Memory stick
  • Lunch

Course Objectives

By the end of the course you will be able to:

  • Navigate your way around the Microsoft Excel environment confidently.
  • Be able to apply various formats to you worksheets.
  • Create simple formulas.

Course Details

Getting to Know Excel

How to navigate your way round and access the functions and tools in Excel.  Using the Ribbon Menu, the Quick Access Toolbar and understanding the Status Bar

Creating a New Workbook

How to create a workbook, input data and save and how to format the data that you have entered into Excel and spell check it.

Selecting Ranges

How to work with the cells in a spreadsheet.  How to select specific areas of a spreadsheet (including areas that aren’t continuous) or to select whole rows or columns.

Editing in a Workbook

How to work with the data in your spreadsheet. Editing data, deleting cells or a whole worksheet and the undo function that Excel contains.  How to use copy and paste options.  Entering, Editing and deleting comments in a workbook.

Sharing Workbooks

How to share a workbook, to allow simultaneous editing. Changes are saved when you close your document and you will be able to see other user’s changes when you re-open. With just one working file it disposes of the need to email a spreadsheet between team members and then try and merge the changes and see changes that others have made.

Filling Data

The Fill function allows you to very quickly create a series of entries in a series (e.g. 1, 2,3,4,5 ….. 45, 46 ….) just by entering the initial members of the series.

Formulas

How formulas work with an introduction to some of the simpler, standard formulas in Excel. Learn how to link formulas to cells containing relevant information. Using absolute referencing to ensure formulas always work with the correct pieces of information.

Font & Number Formatting

Formatting text, the background and other text effects.  Using the Format Painter.

Formatting numbers, applying date formats; fractions and currency. Appropriately formatting information so that it is easy to read and obvious what type of data you are looking at.

Applying Borders

How to apply, remove and format cell borders. Borders are a very useful way to help users navigate the information held in a spreadsheet. This session will show you how to use Excel’s functionality to apply them quickly.

Working with a Worksheet

There are a number of options to manipulate and customise the appearance of a worksheet. How to make sure that your worksheets are formatted and structured exactly how you would like them. Changing the worksheet view, viewing the formula bar, worksheet gridlines and the ruler. How to insert and delete cells, columns and rows.

Printing

The basics of printing from Excel e.g. print preview; print area; printing a range; specifying the number of copies.

Page Setup

A more detailed view of printing in Excel. Showing you how to control things like margins, the orientation of your page and the background of your printed area.

Contact: Email schoolfinance@buckscc.gov.uk  Telephone 01296 382222 option 3

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