Microsoft Excel 2019/365 – Part 1

What you’ll learn

At the completion of this course you should be able to:

• Create a new spreadsheet

• Work with basic formulas and functions

• Make a spreadsheet look professional and presentable

• Save and print a spreadsheet

Microsoft Office Applications at DDLS

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Who is the course for?

This course is designed for users new to Microsoft Excel 2019 or 365 and spreadsheeting as a concept.

We can also deliver and customise this training course for your organisation. For more information, please contact us on 1800 853 276.

Course subjects

Lesson 1: Getting Started

TOPIC A: Getting to Know Excel

• Microsoft 365 Excel

• What are Spreadsheets, Worksheets, and Workbooks?

• What are Columns, Rows, Cells, and Ranges?

• The Excel Interface

• Navigating in Excel

• Keyboard Navigation Options

TOPIC B: Creating Workbooks

• The Ribbon

• The Backstage View

• Data Types

• Excel 365 File Formats

• The Save and Save As Commands

• Saving to Microsoft OneDrive

• Compatibility Mode

• The Convert Option

• The Compatibility Checker

• Checking for Accessibility Issues

TOPIC C: Getting Help in Excel

• Using the Microsoft Search Box

• Accessing Advanced Help Options

Lesson 2: Working with Data

TOPIC A: A Closer Look at Formulas

• Excel Formulas

• The Formula Bar

• Elements of an Excel Formula

• Mathematical Operators

• The Order of Operations

• Types of References

TOPIC B: Using Formulas and Functions

• About Functions

• Creating a Function with AutoComplete

• Using the Insert Function Dialog Box

• Using AutoSum

• Viewing AutoSum Calculations in the Status Bar

• Automatic Workbook Calculations

TOPIC C: Working with Data

• Selecting Cells

• The Cut, Copy, and Paste Commands

• Using Paste Options

• Live Preview

• The Transpose Option

• Moving Data with Drag and Drop

• The Undo and Redo Commands

• Using AutoFill

• Using Flash Fill

TOPIC D: Working with Rows and Columns

• Inserting Rows and Columns

• Deleting Rows and Columns

• Clearing Data from Cells

• Changing Column Width and Row Height

• The Hide and Unhide Options

TOPIC E: Sorting and Filtering Data

• The Difference Between Sorting and Filtering

• Sorting Data

• Enabling Filtering

• Using the Filter Menu

• Using Text Filters

• Clearing a Filter

Lesson 3: Modifying a Worksheet

TOPIC A: Formatting Text

• What is a Font?

• The Font Group

• The Format Cells Dialog Box

• The Format Painter

• Live Preview and Formatting

• The Mini Toolbar

• Creating Links

TOPIC B: Formatting Cells

• Applying a Border

• Applying a Fill

• Changing the Number Format

• Formatted Numbers and Cell Width

• Customising Number Formats

TOPIC C: Aligning Cell Content

• Alignment Options

• The Indent Commands

• The Wrap Text Command

• Merge and Centre Options

TOPIC D: Search For and Replace Data

• Cell Names and Range Names

• The Find Command

• The Replace Command

• The Go To Command

TOPIC E: Spell Check a Worksheet

• The Spelling Dialog Box

Lesson 4: Printing Workbook Contents

TOPIC A: Define the Basic Page Layout for a Workbook

• Topic Objectives

• The Print Options in Backstage View

• The Page Setup Dialog Box

• The Print Preview Option

• Workbook Views

• Headers and Footers

• Header and Footer Settings

• Page Margins

• Margins Tab Options

• Page Orientation

TOPIC B: Refine the Page Layout and Apply Print Options

• Zoom Options

• Page Breaks

• Page Break Options

• The Print Area

• Print Titles

• Scaling Options

Lesson 5: Managing Large Workbooks

TOPIC A: Format Worksheet Tabs

• Renaming Worksheet Tabs

• Changing Tab Colour

TOPIC B: Manage Worksheets

• Grouped Worksheets

• Repositioning Worksheets

• Inserting or Deleting Worksheets

• Hiding and Unhiding Worksheets

• Worksheet References in Formulas

TOPIC C: Manage the View of Worksheets and Workbooks

• The Freeze Options

• The Split Command

• The Switch Windows Command

• The New Window Command

Lesson 6: Customising the Excel Environment

TOPIC A: Customise General and Language Options

• The Excel Options Dialog Box

• The General Category

• The Language Category

TOPIC B: Customise Formula Options

• The Formulas Category

TOPIC C: Customise Proofing and Save Options

• The Proofing Category

• The Save Category

• Version Control

TOPIC D: Customise the Ribbon and Quick Access Toolbar

• The Customise Ribbon Category

• The Quick Access Toolbar Category

TOPIC E: Understanding and Enabling Add-Ins

• What Are Add-ins?

• The Add-Ins Category

• The Developer Tab

TOPIC F: Customise Advanced and Trust Center Options

• The Advanced Category

• The Trust Center Category

Prerequisites

This course assumes that the user understands the basics of using a Windows-based computer. Students should be comfortable using the keyboard, mouse, and Start menu. Understanding and experience with printing and using a web browser is an asset, but not required. No previous experience with other versions of Excel is necessary.

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