
Download the course reference booklet and exercise file to practice topics covered in the course.
Explore spreadsheet basics in Microsoft Excel, from opening a workbook and using exercise files to renaming and coloring worksheets, copying and pasting data, and duplicating sheets, plus a quick quiz.
Explore how to use Excel's mouse pointers to select, move, and auto-fill data, and learn quick duplication using the fill handle and ctrl-drag.
Explore how Microsoft Excel treats data in a spreadsheet, enabling calculations and analysis, highlighting left alignment for text and right alignment for numbers, and how formatting options adjust these.
Learn practical data selection techniques in Excel to select contiguous ranges, non-adjacent cells, and entire columns using keyboard and mouse shortcuts such as Ctrl, Ctrl+Shift+Down, Ctrl+Home, Shift+arrow, and Page Down.
Explore copying and pasting options in Excel, from straight paste to paste values, formulas, and source formatting, including transpose, column widths, and paste as link or picture.
Duplicate a worksheet quickly in Excel by holding Ctrl and using the plus icon from the bottom tab, creating an exact copy with formatting and formulas intact.
Learn to quickly display all worksheets in an Excel file by right-clicking the worksheet tab area to reveal a list, then click your target tab and okay.
Master formatting basics in Excel to keep your data consistent and professional. Apply shortcuts, master printing, and manage dates and numbers while taking notes in your workbook.
Master the format painter in Excel to copy formatting, such as bold headings, across non-adjacent cells. Double-click to apply repeatedly until you switch off, streamlining currency and decimal formatting.
Explore how to format numbers in Excel using the format cells dialog, covering number, currency, accounting, date, time, percentage, fraction, scientific, text, special, and custom formats.
Learn how to insert rows and columns in Excel and resize columns to fit content, including auto-fitting with double-click, selecting multiple columns, and inserting or deleting rows.
Set up print titles in Excel to repeat header rows on every page, optionally repeat the leftmost column. Use page layout, rows to repeat at top, and print preview.
Explore different types of charts in Excel and learn how to modify and edit graphs to present data visually, enabling clear comparisons and insights.
Understand how Excel charts reflect your data by selecting the correct range and labels. Clean up visuals by avoiding blank rows or columns and excluding totals.
Explore the range of Microsoft Excel charts, from column and line charts to tree map, waterfall, and pie charts, with live previews and editing options.
Highlight the data to create a chart with the F11 shortcut on desktop, then use insert tab to choose recommended charts or two dimensional columns and add a chart title.
Edit and customize charts in Excel by adding a chart title, axis labels, and colors. Resize, switch data orientation, apply chart styles.
Learn the difference between formulas and functions in Excel: create your own calculations with formulas, versus using built-in functions like sum, average, min, and max, accessed via insert function.
Master Excel formula basics by applying bodmas order of operations, brackets, division with backslash, and multiplication with an asterisk, using equals signs and cell references.
Learn how relative and absolute cell addressing works in Excel. Lock a margin cell with dollar signs so formulas copy correctly and update when margins change.
Learn how to use Excel's Autosum and the sum function to quickly total rows and columns, understand range notation (B5:B9), and verify results across totals.
Master the average function in Excel 365 by calculating the average of four regional sales for item A using AutoSum, copying formulas with the fill handle, and avoiding divide-by-zero errors.
Learn to clean data in Excel by using the trim function to remove leading, trailing and extra spaces, then paste values and fill down to replace and tidy data efficiently.
Master data analysis basics in Excel 365 by importing data from external systems, organizing data lists, and sorting and filtering to unlock business insights.
Set up an Excel data list with column headings and no blank rows or columns. Avoid merged cells; keep data in single columns so Excel can sort and filter easily.
Learn to use custom sort in Excel 365 to sort by multiple columns, adding sort levels for client and state, with header awareness and sequence control.
Filter data in Excel using auto filters to show a specific salesperson, an order date period, or an order amount, and apply number filters such as greater than 1500.
Copilot became part of the Microsoft 365 suite in 2025.
In some organisations it may be switched off. You will know it is if you cannot see the icon or it is greyed out.
In the video I show how to simply use copilot to analyze your data.
Of course, beware that copilot can make errors so the onus is on you to check the accuracy of the information!!
Take a look at this bonus video and download the quick tip sheet for step by step instructions.
Microsoft makes changes to the 365 suite regularly. One day you close down Excel and the next day you open it something new appears!
In this video I share how to use a Script in the Microsoft Scripts Gallery on the new Automate tab to quickly remove any hidden columns and rows in a spreadsheet.
The Office Scripts area is new and worth testing out on some sample files.
Take a look at this bonus video and download the quick tip sheet for step by step instructions.
Knowing how to insert a PDF of data such as a budget into Excel can be a game changer. It saves the stress and frustration of retyping data in and risking errors.
Take a look at this bonus video and download the quick tip sheet for step by step instructions.
Unlock the power of Excel in your everyday tasks with this comprehensive business focused, beginner-friendly course.
Tailored specifically for those new to Excel or those who have never had formal training, this program provides a solid foundation along with step by step guidance through a range of essential tools, tips, features and functions to navigate and utilize spreadsheets effectively in a business environment.
You will begin by exploring how Excel treats data, as well as understanding the various mouse pointers and their timesaving features. As you progress you will deep dive into essential formatting tools, tips and techniques to produce professional looking spreadsheets every time.
You will also learn how to organize data, create common functions, and produce basic charts to boost your productivity and confidence in the workplace.
The course is structured to provide you with practical insights with each lesson exploring real-world examples. There is also a downloadable exercise file to practice on to reinforce the concepts taught, ensuring you can immediately apply what you've learned to your job.
By the end of the program, you will have gained the skills and confidence you need to use Excel as a part of your everyday tool kit for business activities helping improve your productivity, confidence and efficiency.
Regardless of your role in finance, logistics, administration or any role that involves data management, this program is the first step towards mastering Excel in the workplace.
BONUS Content added covering simple use of copilot, a Script in the Microsoft Scripts Gallery and how to insert a PDF into an Excel worksheet!