Microsoft® Excel Essential Skills – Stage 1

Full day course (6 hours)

About this course

This full-day course has been designed as an introduction to creating Microsoft® Excel worksheets. The aim is to ensure you gain a good grounding in all skills needed to create worksheets that are both professional in look and design. Basic calculations using formulas and functions are included.

Please note: We specialise in delivering this course in-house to small groups or individuals. We don’t run scheduled public courses.

Who should attend?

This course is aimed at people who will be creating or updating Excel worksheets in a business environment. This course is definitely for you if …

  • You are new to Excel
  • You make minor updates to existing files and would now like to learn how to create worksheets from scratch
  • You haven’t used Excel for a while and would like a refresher course


Proficiency in using the Microsoft® Windows environment, a mouse and keyboard

Learning objectives

This hands-on course takes learners through creating a travel expenses workbook.

You will learn how to layout the expense sheet, add calculations, insert additional data, quickly apply formatting to give the worksheet a professional look, copy the worksheet to another sheet tab, link data between the sheets, analyse a large list of data using sorting and filtering, preview and print the worksheet.

Additional exercises and practice files are supplied for use during the training and for use post-training, allowing you the opportunity to repeat the exercises again in your own time.

By the end of this course you should be able to confidently:

  • Move around the Excel screen
  • Insert and edit data in a worksheet
  • Create basic calculations using formulas and functions
  • Apply borders and colour to enhance the presentation of the data
  • Set the page options to ensure the worksheet prints correctly
  • Print the worksheet
  • Sort and Filter large lists of data

Attendance Certificate

Need proof of your Continuing Professional Development (CPD)? On completion of the session, by request, we will send you a “Certificate of Attendance” confirming your participation and the duration of the training session.

Course Duration

Workshop delivery consists of 6 hours hands-on tuition. Please note the duration is set for a maximum of 12 people. Individual coaching can be customised to suit. Please contact us to discuss.

Course Content

Getting Started

  • Starting Excel and opening a workbook
  • Working with the Excel Ribbon and tabs
  • Working with sheet tabs – inserting and renaming
  • Selecting cells and cell ranges

Entering data

  • Entering and deleting data
  • Adjusting column width and row height
  • Copying data using AutoFill and AutoComplete
  • Quick keys to move quickly around the worksheet and workbook
  • Spell Checking

File operations

  • Saving a workbook (.xlsx files)
  • Working with files in Compatibility Mode format
  • Creating a new workbook
  • Closing a workbook

Creating calculations

  • Creating formulas
  • Understanding why and when to include brackets
  • Editing calculations
  • Using the SUM, AVERAGE, MAX, MIN and COUNT functions

Modifying the worksheet

  • Making changes to the data
  • Inserting, deleting and hiding rows and columns
  • Moving and copying data
  • Creating Links between worksheets
  • Moving and copying worksheets
  • Copying calculations

Formatting the worksheet

  • Adding colour and borders
  • Applying currency, percentage and comma formats
  • Changing the alignment of data
  • How to remove formatting from cells

Selecting suitable Page Setup options

  • Changing the page from portrait to landscape
  • Selecting suitable margins
  • Using the Scaling options

Printing in Excel

  • Previewing the worksheet before printing
  • Setting a print area and print titles
  • Printing the worksheet(s)

Sort and Filter data

  • Sort data alphabetically and numerically
  • Apply filters to only display data that meets a set criteria
  • Copy, delete and format filtered data


Please see Price and Booking details below.

Need more information? Contact us today!


Already applying their knowledge

Just want to say a big thank you for the day, the delivery and the content. The referral forms all speak for themselves and the team are already applying their knowledge.
Penny Smith, Village Manager Hillsborough Heights – Metlifecare


Invaluable Course

This is an invaluable course for anyone new to Excel and I highly recommend Sharyn.
Candice Murphy, Home Direct


Great Session

Awesome teacher. I knew the basics of Excel but learnt a lot more today. Well worth doing. Manual is great. Glad we can keep this to go back to.
Trudy Piercy, after attending an Essential Skills session


Price and Booking details

We bring the training to you…

That’s right! We don’t run scheduled courses. We come to your place of work.

Avoid traffic and parking hassles and learn at work. And if you don’t have a laptop, we can lend you one.

Price: $350 + GST per person, with a minimum booking of two people.

Please contact us to make a booking or for pricing if you would like to run this course for a large group or as personal coaching.