Microsoft Excel Essentials

Detailed Course Content

Create an Excel workbook

• Create a workbook from the Start Menu
• Create a workbook from the Start Screen
• Create a new workbook from Excel

Save an Excel Workbook

• Save a new, previously unsaved workbook
• Save (update) previously saved workbook
• Save a workbook as a PDF document
• Create a copy of your workbook
• Pin a workbook to recent file list

Close & Open Existing Workbooks

• Close a workbook
• Close multiple workbooks
• Open an existing workbook from Excel
• Open a workbook from File Explorer
• Open a recent workbook

Change Worksheet Views

• Use the Zoom Slider
• Freeze panes
• Normal View
• Page Layout View
• Page Break Preview

Customise Quick Access Toolbar

• Move the Quick Access Toolbar
• Add common buttons to QAT
• Add other buttons to QAT

Enter Data into a Workbook

• Enter data vertically
• Enter data horizontally
• Move data to another cell
• Insert a comment in a cell

Use Copy and Fill handle

• Fill a custom list
• Fill a series of word/number combinations
• Fill a series of numbers or dates

Custom Lists

• Create a new custom list
• Use a custom list to fill text

Copy Data to another Location

• Copy data to adjacent cells
• View the Clipboard
• Select data to copy
• Select data to paste

Edit Data

• Edit data in cell whilst typing
• Edit data in the formula bar
• Clear contents of a cell
• Use spell check

Insert & Delete Rows & Columns

• Insert a row / column
• Insert multiple columns / rows
• Delete row / column
• Delete multiple rows / columns

Hide & Unhide Rows & Columns

• Hide a row / column
• Hide multiple rows / columns
• Unhide row / column
• Unhide multiple rows / columns

Group Data

• Manually group rows and columns
• Automatically group data
• Clear grouping

Use Find and Replace

• Find data on current worksheet
• Find data in current workbook
• Replace data in workbook

Use Formulas

• Adding numbers
• Subtracting numbers
• Dividing numbers
• Multiplying numbers

Insert, Name & Delete Worksheets

• Insert a new worksheet
• Rename a worksheet
• Delete a blank worksheet
• Delete a non-blank worksheet

Move and Copy Worksheets

• Reorder worksheets
• Copy a worksheet
• Copy worksheet to another workbook

Use Functions

• Use SUM function
• Use AVERAGE function
• Use MIN function
• Use MAX function
• Use TODAY function

Link Data

• Link to a cell within the same worksheet
• Link to a cell on different worksheet
• Link to multiple cells

Apply Font Formatting

• Font and Size
• Bold, Italic and Underline
• Cell Borders
• Font and Cell Colours
• Use the format painter

Apply Quick Number Formatting

• General
• Number
• Currency / Accounting
• Short / Long date
• Percentage
• Text

Column Widths & Row Heights

• Manually increase column width
• Manually increase row height
• AutoFit column(s)
• Set multiple columns to same width

Align Data in a Cell

• Basic cell alignment
• Centre align text across multiple cells
• Text orientation (angle)

Built-in Formatting

• Apply a cell style
• Modify a cell style
• Change workbook theme

Create a Chart

• Insert a pie chart
• Insert a quick column chart

Customise Charts

• Change chart type
• Select chart style and colours
• Add chart elements
• Move a chart
• Resize a chart

Sorting Data

• Sort alphabetically
• Sort numerically
• Sort by date

Filtering Data

• Filter items
• Use the filter search tool
• Text filters
• Number filters
• Date filters

Protect your Data

• Protect a worksheet
• Protect a workbook

Printing Worksheets

• Set page orientation
• Set paper size
• Set scaling
• Change margins
• Repeat row / column header(s)
• Print gridlines

Printable course information

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Pre-requisites

• Basic computer experience, including keyboard and mouse skills
• Familiarity with Microsoft Windows

If you are not familiar with using a computer or Microsoft Windows, the course Introduction to computers, will give you the skills to take this Microsoft Excel Essentials course.