Training Overview

Microsoft Excel, if used correctly, can be an exceptionally robust tool when striving for success in the workplace. The software allows the user to import, organise, explore and analyse data sets both big and small. Excel has been, and continues to be, a staple of the workplace.

Yet, when faced with the vast amount of options and tools available to them in the software, it is completely understandable why a new or untrained user may feel overwhelmed.

This Priority Learning and Development workshop will give the trainee the skills and confidence they need to find success with Microsoft Excel.


  • 1 full day or
  • Two 3-hour sessions


On completion of this training, you should be able to:

  • Enter, edit, and format data to create workbooks
  • Enter data using time-saving tools like Flash Fill and Autocomplete
  • Use functions and formulas to calculate data
  • Understand Relative and Absolute Cell References
  • Format worksheets and cells
  • Manage larger workbooks
  • Print workbooks
  • Customize the interface by changing ribbon display options and customizing the Quick Access Toolbar

Intended Audience

This course is for individuals who are new to Microsoft Excel 2013/ 2016 and want to gain confidence navigating the interface, using functions and formulas to calculate data, and formatting their data in order to present it clearly.

Session Information

  • 1-day instructor-led sessions or
  • Two 3-hour web-based online classroom sessions
  • Optional follow up Coaching Session to reinforce learning
  • Customised options for shorter in-house training are also available

Level 1 Units

Section 1: Getting Started with Microsoft Excel 2016

  • Identify the Elements of the Excel Interface
  • Create a Basic Worksheet
  • Use the Help System

Section 2: Performing Calculations

  • Create Formulas in a Worksheet
  • Insert Functions in a Worksheet
  • Reuse Formulas

Section 3: Modifying a Worksheet

  • Manipulate Data
  • Insert, Manipulate, and Delete Cells, Columns, and Rows
  • Search for and Replace Data
  • Spell Check a Worksheet

Section 4: Formatting a Worksheet

  • Modify Fonts
  • Add Borders and Colors to Cells
  • Apply Number Formats
  • Align Cell Contents
  • Apply Cell Styles

Section 5: Printing Workbook Contents

  • Define the Basic Page Layout for a Workbook
  • Refine the Page Layout and Apply Print Options

Section 6: Managing Large Workbooks

  • Format Worksheet Tabs
  • Manage Worksheets
  • Manage the View of Worksheets and Workbooks

Section 7: Customizing the Excel Environment
Customize General and Language Options
Customize the Ribbon and Quick Access Toolbar

Additional Materials

  • Enrollment in our Monthly LearningLink Newsletter
  • Lifetime Support
  • A Free Follow-up 30-minute Coaching Session

Follow-up Coaching

There is a key difference between learning and knowing. Learning is the process of being taught the material while knowing is about internalizing and retaining it. If at any point after a session you feel the need for more support in knowing the lessons taught to you, a free 30-minute coaching session is available to you on request.