Microsoft Excel for Beginners

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13 January 2026

Description

This 2-day beginner course provides foundational Excel skills to help participants create, manage, and analyze simple spreadsheets. Whether you’re starting fresh or brushing up, this course will enable you to navigate Excel confidently, use formulas, format data, and generate basic reports and charts for everyday tasks.

Participants will learn how to:

  1. Navigate the Excel interface and work with workbooks and worksheets.
  2. Enter, edit, and manage data using cells and ranges.
  3. Use basic formulas and functions for simple calculations.
  4. Apply basic formatting to make worksheets clear and professional.
  5. Sort, filter, and organize data for easy analysis.
  6. Create simple charts to visualize information.
  7. Build basic Pivot Tables to summarize data.
  8. Set up worksheets for clean, accurate printing.
  9. Use helpful Excel tools and shortcuts to work more efficiently.

DAY 1: Excel Fundamentals & Data Entry

Module 1: Getting Started with Excel

  1. Excel interface, ribbons, menus, and views.
  2. Understanding workbooks and worksheets.
  3. Creating, opening, and saving workbooks.
  4. Using the Quick Access Toolbar and Backstage view.

Module 2: Working with Cells and Ranges

  1. Selecting and navigating cells and ranges.
  2. Inputting text, numbers, and dates.
  3. Using AutoFill and Flash Fill.
  4. Performing basic edits and clearing contents.

Module 3: Introduction to Formulas & Functions

  1. Using =, arithmetic operators, and order of operations.
  2. Basic functions: SUM, AVERAGE, MIN, MAX.
  3. Understanding and applying relative and absolute referencing.
  4. Editing and copying formulas across ranges.

Module 4: Formatting Basics

  1. Font formatting: bold, italics, colour.
  2. Cell alignment and merge options.
  3. Applying number, date, and currency formats.
  4. Format Painter for consistent styling.

Module 5: Row, Column & Sheet Operations

  1. Inserting and deleting rows/columns.
  2. Adjusting row height and column width.
  3. Hiding/unhiding data.
  4. Adding, renaming, and organizing worksheets.

Practice Activities

  1. Create a basic budget worksheet with totals.
  2. Format and print a simple invoice.

DAY 2: Data Handling & Visualization

Module 6: Sorting, Filtering, and Data Tools

  1. Sorting alphabetically, numerically, and by colour.
  2. Filtering text, numbers, and dates.
  3. Find & Replace and Go To Special features.
  4. Using Fill Series and Custom Lists.

Module 7: Formatting Worksheets + Conditional Formatting

  1. Font styles, alignment, borders, and fill colours.
  2. Number formatting: currency, date, percentage.
  3. Using Format Painter.
  4. Highlight duplicates, top/bottom values.
  5. Apply colour scales and data bars.
  6. Practice: Visualize performance and highlight outliers.

Module 8: Charting and Visualization

  1. Understanding chart types and their use.
  2. Creating column, bar, line, and pie charts.
  3. Customizing chart elements (titles, legends, labels).
  4. Moving, resizing, and printing charts.

Module 9: Introduction to Pivot Table

  1. Introduction to pivot table.
  2. Row, Column, Filter, Value Setting.
  3. Pivot table layout.

Module 10: Printing & Page Layout

  1. Setting print area and previewing pages.
  2. Page setup: margins, orientation, scaling.
  3. Header/footer and page breaks.
  4. Printing selected ranges or entire workbook.

Module 11: Useful Techniques and Tips

  1. Using Freeze Panes and Split Windows.
  2. Hyperlinking between sheets or to web pages.
  3. Simple data protection: locking cells, hiding formulas.

Final Activities

  1. Build a personal monthly planner or expense tracker.
  2. Insert formulas, formatting, and a chart.

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