CPD - Microsoft Excel Core Training Course Outline

Audience: Successful candidates for the Microsoft Office Excel Core Specialist Training Course will have a fundamental understanding of the Excel environment and the ability to complete tasks independently. You will know and demonstrate the correct application of the principle features of Excel. Candidates will create and edit a workbook with multiple sheets, and use a graphic element to represent data visually. Workbook examples include professional-looking budgets, financial statements, team performance charts, sales invoices, and data-entry logs.

This course is designed for CPD as well studying to become MOS accredited

Course Duration: 2 day 

CDP Points: 14

Course Types: Group bookings, public courses, 1-2-1 sessions, bespoke tailored courses and Saturday club.

Course Location: This Microsoft Excel Specialist Level 1 training course can be delivered either at our London training venue or at your offices. 

Tailored Course Content: Course content can be customised to meet your specific requirements, with scheduled dates to suit you.

At Course Completion

Module 1.1: Create Worksheets and Workbooks

  • Create Worksheets and Workbooks
  • Create a workbook
  • Import data from a delimited text file
  • Add a worksheet to an existing workbook
  • Copy and move a worksheet

Module 1.2: Navigate in Worksheets and Workbooks 

  • • Search for data within a workbook 
  • • Navigate to a named cell, range, or
  • • workbook element
  • • Insert and remove hyperlinks

Module 1.3: Format Worksheets and Workbooks 

  • Change worksheet tab colour 
  • Rename a worksheet
  • Change worksheet order
  • Modify page setup
  • Insert and delete columns or rows
  • Change workbook themes
  • Adjust row height and column width
  • Insert headers and footers

Module 1.4: Customise Options and Views for Worksheets and Workbooks

  • Hide or unhide worksheets 
  • Hide or unhide columns and rows
  • Access toolbar
  • Change workbook views
  • Change window views

Module 1.5: Configure Worksheets and Workbooks for Distribution

  • for Distribution 
  • Set a print area 
  • Save workbooks in alternative file formats
  • Print all or part of a workbook
  • Set print scaling
  • Display repeating row and column titles
  • On multipage worksheets
  • Inspect a workbook for hidden properties
  • or personal information
  • Inspect a workbook for accessibility issues
  • Inspect a workbook for compatibility issues

Module 2.1: Insert Data in Cells and Ranges 

  • Replace data 
  • Cut, copy, or paste data
  • Paste data by using special paste options
  • Fill cells by using Auto Fill
  • Insert and delete cells

Module 2.2: Format Cells and Ranges 

  • Merge cells
  • Modify cell alignment and indentation
  • Format cells by using Format Painter
  • Wrap text within cells
  • Apply number formats
  • Apply cell formats
  • Apply cell styles

Module 3.1: Create and Manage Tables

  • Create an Excel table from a cell range
  • Convert a table to a cell range
  • Add or remove table rows and columns

Module 3.2: Manage Table Styles and Options

  • Apply styles to tables
  • Configure table style options
  • Insert total rows

Module 3.3: Filter and Sort a Table

  • Filter records
  • Sort data by multiple columns
  • Change sort order
  • Remove duplicate records

Module 4.1: Summarize Data by using Functions

  • Insert references 
  • Perform calculations by the SUM function
  • Perform calculations by the MIN and MAX functions
  • Perform calculations by the COUNT function
  • Perform calculations by the AVERAGE function

Module 4.2: Perform Conditional Operations by using Functions 

  • Perform logical operations by using the IF function
  • Perform logical operations by using the SUMIF function
  • Perform logical operations by using the AVERAGEIF function
  • Perform statistical operations by using the COUNTIF function

Module 4.3: Format and Modify Text by using Functions 

  • Format text by using RIGHT, LEFT, and MID functions
  • Format text by using UPPER, LOWER, and PROPER functions
  • Format text by using the CONCATENATE function

Module 5.1: Create Charts 

  • • Create a new chart
  • • Add additional data series
  • • Switch between rows and columns in source data
  • • Analyse data by using Quick Analysis

Module 5.2: Format Charts 

  • Resize charts
  • Add and modify chart elements
  • Apply chart layouts and styles
  • Move charts to a chart sheet

Module 5.3: Insert and Format Objects 

  • Insert text boxes and shapes
  • Insert images
  • Modify object properties
  • Add alternative text to objects for accessibility