Excel Level 1: Introduction

Build foundational confidence working with worksheets, workbooks, formulas and everyday formatting.

Part of the PCG Excel Training Program, which builds Excel proficiency in progressive stages: from core worksheet skills, through intermediate charting and financial functions, to advanced business-analysis tools such as pivot tables, macros and OLAP. Each level runs as its own one-day session, and a short bonus module covers what is new in Excel 365 (maps, data types, cell comments, data from a picture).

What we cover

• Excel orientation What a worksheet and workbook are, the parts of the screen, getting help, selection techniques, entering data, row heights and column widths, saving, printing, closing.
• Formulas and functions Simple formulas, basic functions, AutoSum, editing data and formulas, clearing contents, undo and redo.
• Managing the worksheet Moving between worksheets, Go To, deleting cells, rows and columns, simple sorts, named ranges.
• Formatting the worksheet Moving and copying data, AutoFill, relative, mixed and absolute references, copying formulas, fonts and enhancements, alignment, merge and centre, rotating and indenting text, borders and shading, drawing tools and graphic objects.
• Printing Print preview, headers and footers, removing the grid, printing a selection, print areas, aligning the printout, fitting to a set number of pages, page breaks, print titles.

What you will leave able to do

• Identify basic worksheet and workbook concepts and terms
• Enter and edit data and modify the worksheet
• Use functions to calculate and return values
• Format cells to enhance the appearance of a worksheet
• Use drawing features and other enhancements
• Change the page set-up to control how the printed worksheet appears

Every session is customized to your organization's needs. The final agenda is confirmed with your facilitator before delivery.