Excel: Getting Started

(9 reviews)

by Paula Guilfoyle

Excel is a powerful calculation tool and record keeper, and is also a tool for reporting and analysing. This course is designed to take you through the features and functions available, step by step.

This course is not currently available

This course will enable you to

  • Understand the basics of Excel including opening and saving workbooks, and navigating ribbons to find the commands you need
  • Sort, filter and format data to present reports in an attractive, and easy to understand way
  • Understand print and preview options including how to insert headers and footers, and how to adjust page, margin and sheet options
  • Insert and format tables and charts in Excel
  • Understand how to use slicers, timelines and sparklines

About the course

Not only is Excel a powerful calculation tool and record keeper, but it is also a tool for reporting and analysing. With so many features and functions available, getting started with Excel can be daunting to many. However, it doesn’t have to be difficult. This course is designed to take you through the basics, step by step.

By the end of this course, you will be comfortable navigating an Excel workbook, entering and formatting data, setting print options, and much more.

Look inside

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Contents

  • Your First Look at Excel
    • How do I open and save an Excel workbook?
    • What are the ribbons?
    • How do I enter data?
    • How do I enter formula?
    • How do I navigate a workbook and select data?
    • How do I use and edit the Quick Access Toolbar?
  • Working with Data
    • How do you use AutoFill?
    • How do I use Cut, Copy, Paste, Undo and Redo?
    • How do I sort and filter?
    • How do you find and replace data?
    • How do I work with font and number formatting?
    • How do I work with alignment and apply borders?
    • How do I work with Format Painter?
  • Print and Preview Options
    • How do I preview and print?
    • What page options are available when printing?
    • How can I amend the page margins?
    • What sheet options are available?
    • How do I add headers and footers to an Excel workbook?
    • How do I change the view of my workbook?
  • Insert Options
    • How do I insert a table?
    • How do I use shortcuts to navigate a table?
    • How do I format a table?
    • How do I insert a chart?
    • How do I amend chart elements?
    • How do I insert slicers and timelines?

How it works

Author

Paula Guilfoyle

Paula practiced in Industry for over 15 years, working with both small and large private companies, before moving on to teach Excel and Power BI to accountants and professionals.

Reviews

4
(9 reviews)
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    JC
    Joanne C
    01 May 2025
    01 May 2025
    This was a good introduction for a person who doesn't directly deal in this area. Disagreed with some of the quiz answers though! especially about employees using personal computers for work purposes
    CW
    Christine W
    20 Jan 2025
    20 Jan 2025
    I'd like some explanation for the answers given. I don't understand why there are not dp security reasons if staff are allowed to bring their own devices to work. I would have thought putting personal data on your own devices is a risk. As is having paper copies that can be copied to work on at home and can be left on the train.
    EQ
    Emma Q
    20 Mar 2024
    20 Mar 2024
    Interesting course, I think some overlap between this course and the cyber security risk management course but has encouraged me to review my own and clients data protection policies.

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