An Introduction to Microsoft Excel

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The ability to use a spreadsheet efficiently has almost become a mandatory skill for anyone working in a modern business environment. This course introduces you to Excel, Microsoft's powerful spreadsheet and database application for computers. It will provide you with the capability and confidence to use Excel professionally.

What's a spreadsheet?

Spreadsheets consist of many cells formed by the intersection of rows and columns. Numbers (and text) can be placed in these cells and spreadsheet applications such as Excel, can use formulae that you enter (and functions that Excel provides) to manipulate the cell contents quickly and easily giving the answer to your problem. Excel is thus ideally suited to adapting calculations from paper and the calculator to the computer. 

This course

We concentrate on presenting the 'big picture' - an overview of Excel's ability to manipulate numbers and text. We show you Excel working across many disciplines and teach you to harness the power of Excel to make 'spreadsheeting' a smooth, efficient and rewarding process.

During the course, you will learn to record, total and sort data; process your data into graphs, view spreadsheet data in a number of different ways and to use Excel as a database, filtering lists to reveal patterns in data.

Try an instructional movie from the course

We have provided some links below to a number of instructional movies from the course. We routinely explain a concept in one of these movies and then invite you to repeat the process using your copy of Excel.

Click here to download and play one of the movies from the course. It shows Excel working at its simplest level. If the movie (a 1.5 Mb file) works well on your computer, then your equipment is suitable for the distance learning version of this course. We also offer a broadband learning option.

Click here to play a movie illustrating the value of setting absolute cell references in Excel worksheets.

Click here to play a movie showing how to split a window in an Excel worksheet.

Click here to play a movie which shows how macros can be used to good effect in Excel to speed up tedious operations.

Cost of courses

We offer three different pricing models covering the same material:

1. group or one-on-one courses (Adelaide or Canberra - in our offices or yours)
Each course takes one day and costs $AUD750.00.  A comprehensive workbook on CD-ROM and sample files is provided to each participant. Participants are given access to the same materials on our broadband learning web site. Here you can complete additional exercises, join various forums, take multiple choice tests and submit work for comment.

2. CD-ROM based distance learning -
Many courses are available via our distance learning program at a substantial discount -$AUD280.00. Again, we provide a CD-ROM containing many instructional on-screen movies. The whole course can be completed at home or at work, on your own computer, at your pace. No Internet connection is required.

3. Online learning via broadband - fast Internet connection required
Many courses are available by online learning at $AUD250.00 - these courses feature rapid enrolment, online forums, multi choice reviews questionnaires etc. Click here to visit our online learning site. A reasonably fast broadband Internet connection is required. Dial up access is not suitable.

About our courses & methodology

Experience over many years has taught us that adults learn best by progressing through a course of study at their own pace and at times that suit them. Wherever possible, they like to learn by working on their own materials, rather than work through long practice exercises. Our courses are specifically designed so that this can occur- we introduce a topic, provide a movie which shows you how to do it and then give detailed step-by-step instructions for you to follow.

Locations

Courses may be taken at Thebarton in Adelaide, South Australia, in Canberra in hired facilities, or by distance learning or broadband learning. If a course is taken 'in-house' at Thebarton, it normally runs for a whole day with a break for lunch. Starting time is 9.15 am and finish time around 4.15 - 4.30 pm. We usually work group or one-on-one, but can take up to 3 students in our training room.  **We only run groups if all students come from the same organization.**

Credit card payment

We use PayPal, an organization which takes all credit cards using a secure Internet facility. PayPal is a partner within the eBay system. We have chosen PayPal because it is independent of us, allows us to hold money in trust until we have delivered the course and is now operational in Australia. We will provide a tax invoice on receipt of payment.

Cancellation

If you cannot attend after booking a course, there is no penalty, we will simply re-schedule another session. If this is not possible, we will refund payment in full.

Philosophy

 Here is a link to background material on the philosophy behind our course design.

Enrolling

If your company or organization is paying for the course, all we need is a purchase order and an address to send the course materials.

Prerequisites:

An understanding of basic computer operation including the ability to create, save and locate files. We would expect that you have used a computer with the Windows operating system for some time and perhaps developed reasonable facility with a word processor such as Microsoft Word.

  Module

   Description

Spreadsheet Process

Opening a workbook and using a spreadsheet to calculate the interest payable on a loan, varying the amount borrowed and the interest rate. Opening a workbook containing a list of class names - rearranging (sorting) a list of names.

Some Preliminaries

Coping with different versions of Excel. Formatting diskettes and copying workbooks to disk for others to share. Installing Excel on your computer. Creating the right environment for Excel - tuning your computer. Excel and the Windows and Macintosh operating systems.

The Excel Interface

The user interface (screen). The title bar, cells, cell identifiers, toolbars, naming sheets and saving workbooks. The editing box (or formula bar). The importance of the mouse pointer shapes. Adjusting row and column widths and heights. Selecting and copying cells. Splitting the screen and hiding rows and columns. Toolbars & tool tips. Manipulating toolbars. Formatting cells in a spreadsheet. Formatting numbers and text. Entering and correcting data. Inserting rows, columns, cells and comments. Inserting and deleting worksheets. Moving, copying and renaming worksheets. Selecting some or all worksheets.

Spreadsheet Fundamentals

Some examples of tasks performed with Excel - financial analysis, medical research results, work attendance records, databases. Using existing spreadsheets and modifying data, viewing formulae, changing the display of lists and charts. Using the AutoSum feature. Printing a spreadsheet. Setting print zones and adding custom headers. Using the AutoFill feature and the Fill feature (which can insert series with incremental steps). Types of data - constant values and formulae. Cutting, pasting and copying. Sorting, zooming and charting.

Calculations

Performing calculations with Excel. Entering formulae.  Using operators in formulae. Using functions. Calculating an average. Displaying and printing formulae in a spreadsheet. Formula of constants. Formulae containing cell references. Operators and their order of calculation. Joining text. Logic operators. Locking cells. More Excel functions - minimum cost, average cost, total costs, number of costs and the count function. Error messages.

Relative and Absolute References

A focus on using relative and absolute references skillfully in spreadsheets. Switching between relative and absolute references. Combining all your skills by building a payroll spreadsheet.

Databases

Using Excel as a database. Tips for database design. Managing a stock list for a small business. Using AutoFilters to display only the required information.

Printing to PDF

A bonus module. Installing a PDF writer in your computer. Testing its functionality by printing Excel spreadsheets to a PDF file (for distribution to others).

Running an Excel Macro

When it becomes necessary to automate tasks in the Excel environment, we develop and run short program fragments called macros. We run a macro to show how selection of kitchen cabinetry might be automated.

Note: In addition to providing courses in our dedicated training centre at Thebarton, Adealide, South Australia, we also run many courses via our distance learning and broadband learning programs.