Microsoft® Excel® Introduction

Course 1361 | 3 Days

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Microsoft Excel Introduction

You Will Learn How To:

  • Summarize data with Excel by incorporating formulas, formatting, and charts and graphs
  • Optimize your worksheets using templates, graphs and formulas
  • Design simple-to-complex formulas by nesting Excel functions
  • Import, fine-tune and share Excel data
  • Creating, managing and launching macros
Participants developing Excel formulas and functions.

Hands-On Experience Includes:

  • Navigating the Excel interface for efficiency and speed
  • Formatting and manipulating existing data for greater visual impact
  • Designing formulas to summarize and refine raw data
  • Troubleshooting and tracing formula errors
  • Setting up workbook protections
  • Recording macros to streamline tasks

About This Course: In today's workplace, Microsoft Excel is the de facto tool for working with data on the desktop. Knowing how to leverage Excel enables you to simplify complex tasks, essential to daily work responsibilities. In this introductory course, you gain the skills needed to create Excel worksheets, develop formulas and apply sophisticated formatting to capture and present your data.


NEW! FREE After-Course Instructor Coaching - available after May 1, 2014.
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  • Course Info

    Course 1361 Content

    Introduction to Microsoft Excel

    The spreadsheet model

    • Worksheets and their contents
    • Differentiating workbooks and worksheets

    Navigating the interface

    • The Ribbon
    • Customizing the interface
    • Managing large spreadsheets by zooming
    • Identifying worksheet tabs by color
    • Changing worksheet views

    Basic data editing

    • Modifying cell contents and formats
    • Inserting data with AutoFill
    • Knowing when to use Paste Special

    Acquiring and Conforming Data

    Importing data from outside sources

    • Integrating data from other Excel sheets
    • Utilizing data from servers
    • Managing external links
    • Finding and removing duplicates

    Excel tables and lists

    • How Excel tables work
    • Converting text to columns
    • Sorting and grouping table data
    • Adding data in a table or list

    Worksheet Formatting and Presentation

    Initial formatting

    • Configuring cell numeric formats
    • Aligning data within cells
    • Fitting cells to data size
    • Naming cells and cell ranges

    Worksheet presentation

    • Freezing worksheet areas
    • Hiding content in worksheets
    • Editing, modifying and saving templates

    Innovative formatting

    • Styling cells and sheets with prebuilt styles
    • Conditionally formatting cells and data
    • Rotating and wrapping text

    Leveraging Formulas and Functions

    Formula basics

    • Specifying relative and absolute cell references
    • Automatic sums with AutoSum
    • Conditionally summarize data
    • Nesting expressions in formulas

    Extending formulas and functions

    • Finding data with a formula: VLOOKUP, HLOOKUP
    • Copying and pasting formulas and/or values
    • Handling formulas with dates

    Auditing worksheet formulas

    • Identifying formula error indicators
    • Tracing spreadsheet formula errors

    Creating a Visual Presentation of Data

    Charting your data

    • Determining when charts are required
    • Creating and modifying charts with wizards
    • Adjusting chart layouts, title and labels

    Printing workbooks

    • Setting options on the Page Layout tab
    • Viewing and adjusting page breaks
    • Developing appropriate headers and footers

    Introducing Advanced Excel Features

    PivotTable basics

    • Creating a PivotTable with wizards
    • Pivoting existing PivotTable data

    Final workbook touches

    • Reviewing and adding comments on worksheets
    • Protecting and sharing worksheets
    • Tracking shared worksheet changes

    Creating and managing macros

    • Macro basics
    • When to use a macro
    • Recording effective macros
    • Launching macros from buttons

    Who Should Attend

    Anyone who uses Microsoft Excel and needs to acquire the knowledge, skills and techniques to design formulas, create and edit worksheets, and present data results.

    Training Hours

    Standard class hours:
    9:00 a.m. - 4:30 p.m.

    Last day class hours:
    9:00 a.m. - 3:30 p.m.

    Free optional course exam:
    3:30 p.m. - 4:30 p.m.

    Each class day:
    Informal discussion with instructor about your projects or areas of special interest:
    4:30 p.m. - 5:30 p.m.

  • More Course Info

    What is this course about?

    In this introductory course, you learn how to summarize data with Excel by incorporating formulas, formatting, and charts and graphs. You also gain the skills to efficiently navigate and manipulate multiple spreadsheets in a workbook, optimize your worksheets using templates, graphs and formulas, and design simple-to-complex formulas by nesting Excel functions.

    Who will benefit from this course?

    This course is valuable for anyone who uses Microsoft Excel and needs to acquire the skills to design formulas, create and edit worksheets, and present data results.

    What background do I need?

    No previous experience with Excel is assumed. Familiarity working in Microsoft Windows is assumed.

    How is this course different from Course 195, Power Excel®: Analyzing Data to Make Business Decisions?

    In Course 195, Power Excel®: Analyzing Data to Make Business Decisions, you learn how to leverage features of Microsoft Excel to build sophisticated spreadsheets and facilitate business decisions.

    By contrast, this is an introductory course providing you with the skills to create Excel worksheets, develop formulas, and apply formatting to capture and visually present your data.

    I already use Excel. Should I take this course?

    Yes. Most self-taught Excel users miss many of the important and time-saving features in Excel, or they don't know how to use the best tool for the job. In this course, you learn how to apply the most powerful Excel tools used by beginner and intermediate users.

    Will I learn how to acquire and manipulate non-Excel data?

    Yes. You learn how to integrate data from servers, other Excel worksheets and databases. You even learn how to remove data duplicates as you organize your corporate data in Excel.

    Will I learn how to chart my data?

    Yes. You learn how to present your data visually, which includes determining when charts are required as well as modifying charts, chart layouts, titles and labels. Upon completion of this course, you will even be able to change your data source after formatting your chart.

    What version of Excel is used in the course? What if I use a previous version?

    This course uses Excel 2010. The knowledge and skills you gain in this course are applicable to Excel 2013, 2007 and 2003. While the differences between Excel 2013, 2010 and 2007 are very minor, the changes between 2003 and the later versions are fairly significant. The primary distinction is the user interface, called the Ribbon, which was introduced in Excel 2007. However, even if you use Excel 2003 or an earlier version, you can still apply the same basic principles learned in this course. Furthermore, this course provides an electronic handout that maps the interface differences between Excel 2013, 2007, 2003 and earlier versions.

    I always have trouble getting my worksheets formatted properly. Will this course help me with that?

    Yes. Formatting can be a difficult task in Excel with so many formatting options. In this course, you learn basic cell formatting-including text, numbers, currency and decimal places. You also learn how to efficiently format cells and ranges of cells, such as conditional formatting, cell borders, fonts and colors.

    Will I learn advanced features of Excel in this course, such as PivotTables?

    This course does provide a basic overview of PivotTables. However, for in-depth coverage of PivotTables, as well as for coverage of PivotCharts, the Solver, and other advanced features, please refer to Course 195, Power Excel®: Analyzing Data to Make Business Decisions.

    How much time is spent on each topic?

    Content Hours
    Introduction to Microsoft Excel 2.0
    Acquiring and conforming data 3.0
    Worksheet formatting and presentation 3.0
    Leveraging formulas and functions 5.0
    Creating a visual presentation of data 2.0
    Introducing advanced Excel features 2.0

    Times, including the workshops, are estimates; exact times may vary according to the needs of each class.

    How much of this course is hands-on?

    Throughout this course, exercises provide you with experience applying Excel features, formulas and formatting. Hands-on exercises include:

    • Navigating the Excel interface for efficiency and speed
    • Formatting existing data for greater visual impact
    • Designing formulas to manipulate, summarize and refine raw data
    • Troubleshooting and tracing formula errors
    • Charting your data for clearer presentation
    • Recording macros to streamline tasks
    • Linking worksheet with references

    I'm attending this course from work using AnyWare-Learning Tree's web-based remote attendance platform. How will that impact what I learn?

    You will participate fully in the course and acquire the same knowledge and skills as your classmates who participate in the classroom. You will have the same course materials, be able to easily communicate back and forth and ask questions of your instructors and peers, and you will control an in-classroom workstation dedicated entirely to you. Your instructor will be able to see exactly what you're doing and can interactively offer concrete help.

    Will I learn how to create and use macros?

    Yes. Macro recording and running macros from the Ribbon are covered in this course. To learn how to use the code generated by the macro recorder, please see Course 209, VBA Programming Introduction.

    How does this course relate to other Learning Tree courses?

    The following Learning Tree courses may also be of interest:

    I've often found formulas a bit daunting. Will we work with formulas in this course?

    Yes. Using formulas properly is a core piece of this course. You learn how to create formulas from scratch as well as use the Expression Builder. You learn how to use many of the built-in functions in Excel, including VLOOKUP, MIN, MAX, COUNT and many others. You also create inline functions for more complex tasks in Excel.

    I've heard that Excel has tables. Will we learn how to use these?

    Yes. Excel tables are a powerful tool in data analysis. In this course, you learn how to import raw data and convert that into a table. You also learn how to manipulate the imported table, including using the sort, filter and add new features of Excel.

  • Certification/Credits

    Many Learning Tree courses provide college credit and industry continuing education credits. You can also earn a Learning Tree Professional Certification in your area of expertise and prepare for popular industry certifications. See below for continuing professional development credits associated with this course.

    College Credit – 1 Semester Hours This course qualifies for 1 semester hour of college credit as certified by the American Council on Education's College Credit Recommendation Service (ACE CREDIT). Read More...
    CPE 17 CreditsThis course qualifies for 17 CPE credits from the National Association of State Boards of Accountancy CPE program. Read More...
  • Tuition

    3-Day TuitionNew AttendeeReturning AttendeeNotes
    Commercial $2,490$2,240

    Click here for multi-course savings plans.

    Tuition payment is not required at time of enrollment.

    Government $2,213$1,992

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  • Take up to 30 days after your course date to pay.
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"Coming into the Excel course at Learning Tree, I had zero knowledge of the program, so using teamwork to complete the hands-on exercises worked great. I now have all the basics—plus lots of tips, tricks, and shortcuts. I'm excited to apply what I learned when I get back to work, and I plan to move on to the next level course!"

– D. Galmore
Civilian Training Specialist
US Air Force