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Introduction to Microsoft Excel

1 Day, 9:00-4:00

Course Overview

This instructor-led course, through lecture and hands-on exploration, will teach students the skills needed to enter and edit information, write formulas, format cells, and print in Microsoft Excel. This course is geared to new users who have little or no experience using Microsoft Excel or another spreadsheet application.

Course Objectives

  • Understand how to enter text, numbers, and dates properly
  • Write basic formulas that add, subtract, multiply, and divide cells
  • Format workbooks by setting columns widths, aligning data, formatting
  • numbers, and applying borders/shading
  • Manage worksheets, keep headings on the screen, and sort data
  • Set print options and print workbooks

Course Outline

Building Simple Workbooks

  • Starting Excel and Examining Screen Elements
  • Basic Workbook Components
  • Opening Workbooks
  • Reviewing Workbook
  • Data Navigating Worksheets
  • Understanding Compatibility Mode
  • Entering General Text, Numbers, and Dates
  • Editing and Deleting Cell Contents
  • Understanding Mouse Pointer Shapes
  • Selecting Cells, Rows, and Columns
  • Moving Data by Drag-and-Drop
  • Copying Data with the Fill Handle
  • Reversing Mistakes with Undo and Redo
  • Checking for Spelling Errors
  • Saving and Closing Workbooks
  • Using Excel's Help Feature

Managing Worksheets

  • Renaming Worksheets
  • Adding Color to Worksheet Tabs
  • Moving Worksheets
  • Inserting and Deleting Worksheets

Writing and Copying Basic Formulas

  • Understanding Formulas Elements and Syntax
  • Understanding Excel's Order of Precedence
  • Creating Basic Formulas
  • Using Functions in Formulas
  • Using the Sum Button
  • Copying Formulas
  • Using the Insert Function Tool
  • Using the TODAY Function to Insert the Current Date
  • Using Dates in Formulas
  • Using AutoCalculate

Formatting Worksheets

  • Changing Column Widths
  • Applying Fonts, Bold, Underline, and Italics
  • Copying Formatting from One Cell to Another
  • Aligning Data in Cells
  • Centering Data Across Columns
  • Wrapping Text within Cells
  • Formatting Numbers and Formulas
  • Formatting Dates
  • Applying Borders
  • Applying Fill Color
  • Inserting and Deleting Columns or Rows
  • Inserting Columns and Rows
  • Deleting Columns and Rows
  • Inserting Pictures or Clip Art
  • Moving and Resizing Pictures
  • Deleting Pictures

Freezing, Hiding, and Sorting Data

  • Keeping Headings on the Screen as You Work
  • Hiding and Unhiding Columns
  • Sorting Lists of Information
  • Creating Custom Sorts

Working with Printing and Page Setup Options

  • Previewing Before Printing
  • Changing Page Orientation
  • Adjusting Page Scaling
  • Printing Row and Column Headings
  • Adding Page Numbering
  • Printing Worksheets
  • Page Setup Options


Cost and Delivery Format Options

We offer the above listed class on our public schedule and as a private group class in the following delivery formats:

Public Class: Live Virtual
Per student $325
Private Group Class: Live Virtual
1-4 students $700
5-8 students $850
9-12 students* $950
*$50 per additional student
Private Group Class: At Your Location
1-4 students $950
5-8 students $1100
9-12 students* $1200
*$50 per additional student

Private Group Training

Private group classes are cost effective when you have a group of students who need the same course. Volume discounts of 5% to 20% are available when five or more training days are scheduled. For classes conducted at your location, you are responsible for the classroom setup which should include:

  • A computer for each student (with the appropriate software installed), and
  • An instructor workstation connected to a visual display (e.g., projector, smartboard, etc.).


Softek can easily customize a training course that covers the specific topics you require and integrate examples relevant to your work environment. Course customization is billed at $125 per hour and covers time needed to meet, discuss, prepare, and incorporate any specific examples into the training program. Once we have a better idea of what you have in mind, we will be glad to provide a specific price quote for the customization. There is a 2-hour minimum fee for customization.

Why Choose Softek?

  • Live, virtual or in-person training
  • Instructors with 15+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee