Excel Level 1 - Introduction

Course Aims & Objectives
Microsoft Excel remains the industry-standard spreadsheet application used across every professional sector—commercial, public, academic, and industrial.
This Introduction Level course is designed to:
• Provide participants with a solid foundation in the core functions of Excel
• Build competency in working with spreadsheets using structured, professional methods
• Prepare learners for progression to Intermediate and Advanced Excel courses
By the end of the programme, learners will be equipped to confidently enter, format, calculate, sort, and visualise data using Excel's most essential features.
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Who Should Attend?
This course is suitable for:
• Individuals with little or no formal training in Excel
• Participants who have used Excel only for basic data entry
• Administrative professionals, office staff, or support personnel working with reports or spreadsheets
• Anyone aiming to develop structured, transferable Excel skills using business best practices
Prerequisites:
• Basic computer literacy (keyboard, mouse, file handling)
• No prior experience with Microsoft Excel is required
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Delivery Format
This is a classroom-based course. Each participant will have access to a fully equipped workstation with Microsoft Excel installed. The instructor will guide the course using live demonstrations, practical exercises, and real-time feedback.
Training Environment Includes:
• Individual PCs with Microsoft Excel (Office 365 or Excel 2021 or later)
• Course materials and online notes
• Comfortable classroom setting conducive to learning
Participants are not required to bring their own laptop.
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Course Outline
The following topics are covered in this one-day foundational course.
Only the content listed below is included. Topics outside this scope are addressed in follow-on training.
Core Excel Skills:
• Navigating the Excel interface
• Understanding the difference between a spreadsheet and a database
• Entering and editing data in cells
• Inserting, deleting, and adjusting rows and columns
• Copying, moving, and managing data across worksheets
Formatting for Presentation:
• Applying font, alignment, number, and border formatting
• Managing cell styles and layout
• Creating headers and footers
• Using Freeze Panes to lock key data
Introduction to Calculations:
• Writing basic formulas using arithmetic operators
• Using AutoSUM for totals
• Understanding Relative Cell Referencing and how it behaves in formulas
Visualising Data:
• Creating basic charts: Pie, Column, Line, Mixed
• Selecting appropriate chart types for different data sets
Sorting and Filtering:
• Performing single-level sorting (ascending/descending)
• Executing multi-level sorting
• Retrieving records using AutoFilter, Custom Filter, and Advanced Filter
Preparing for Output:
• Configuring page layout and print settings
• Saving files in different formats: .xlsx, .csv, .pdf
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Learning Outcomes
By the end of the course, learners will be able to:
• Confidently use Microsoft Excel to create and edit spreadsheets
• Apply consistent formatting to improve readability and clarity
• Write basic formulas for routine calculations
• Use charts and filters to present and analyse data
• Manage Excel files effectively in a professional setting
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Progression Opportunities
This course serves as the entry point in a structured training pathway.
Learners are encouraged to continue with:
• Intermediate Excel: Logical functions, Tables, Conditional Formatting
• Advanced Excel: Nesting functions, PivotTables

Best Course Ever!

Hi Gary Thanks very much for yesterday it was great, the course content and the way you delivered it was top class . We all agreed it was the best course we were ever on...