Excel Essentials


Excel is one of the most popular tools in all areas of business. Whether you work in Finance, HR, Technology or any other sector, you will most likely be using Excel spreadsheets to store, track, analyse and visualize data. This course will get you started with the essentials and help you become more efficient in your day to day tasks in Excel.

Duration: 1 day

Who is it for: This is an introductory course, suitable for anyone who is new to Excel or for current users who want to work efficiently in Excel, using shortcuts and suitable tools to manage and organize their data

Layout: 1 Day = Live classroom or virtual classroom


  • This course will teach you all the essentials to help work more effectively in Excel. You will learn how to organize large datasets with Sort and Filter and how to navigate and manage multiple worksheets, using a range of shortcuts. You will also learn formula writing essentials and how to create charts from a dataset.


Working with Data Efficiently

  • Shortcuts keys, tips and tricks for editing and navigating large worksheets
  • Formatting text, numbers and dates
  • Using Autofill and FlashFill for quick and efficient data entry
  • Using Data Validation to ensure data integrity

Organizing Data with Sort and Filter

  • Sorting a large dataset (single and multiple column sort)
  • Filter a large dataset using Text, Numeric and Date filters

Formula and Function Essentials

  • Getting started with formula writing: tips and tricks
  • Using Absolute and Relative Referencing in formula writing
  • Introduction to Excel Functions (SUM, AVERAGE, MIN, MAX, COUNT)
  • Exploring the Function Library with Statistical and Maths Functions (Counting and Rounding functions)

Working with Multiple Worksheets

  • Moving, Copying, Hiding worksheets
  • Grouping and Editing multiple worksheets
  • Linking worksheets
  • Consolidating worksheets
  • Protecting worksheets

Creating Charts

  • Creating a bar or column chart from worksheet data
  • Creating a pie chart from worksheet data
  • Creating a line chart from worksheet data
  • Formatting charts (Titles, Legends, Axis Options)

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