Aims & Objectives

Our Foundation course covers the basic skills you need to use Excel efficiently. You’ll learn the basics of creating spreadsheets, how to format text and numbers, perform basic calculations and present data in a graphical format.

Attendees do not need any previous experience of Excel but must have a basic understanding of PCs, including familiarity with a keyboard and mouse.

What will I learn?

Not sure which level your staff need?

Our Skills Assessment will help you assess the knowledge of your staff so that you can choose the most relevant course and the appropriate level of training. Or take a look at the course outlines below.

The Excel Screen

  • Spreadsheet terminology explained
  • Navigate the Excel environment
  • How to get help

Create Basic Spreadsheets

  • Enter and edit text, numbers and dates
  • Delete and clear data and formats
  • Different methods of selecting cells
  • Change column widths and row heights
  • AutoFill and custom lists
  • Use cut, copy and paste

Work with Flash Fill

  • Allow Excel to complete data entry for you
  • Change Case
  • Split data into columns

Format a Spreadsheet

  • Apply different formatting to text
  • Apply different number formats
  • Apply borders and shading
  • Merge cells and wrap text
  • Insert and delete rows and columns
  • Hide and unhide rows and columns

Create Basic Formulae

  • Create basic calculations (add, subtract, multiply and divide)
  • Understand the use of brackets () within formulas
  • Copy formulae
  • Relative and Absolute Cell References

Introduction to Functions

  • The AutoSum Function
  • The Max, Min, Average & Count Functions

Worksheet Views and Print Settings

  • Workbook views
  • Page Set-up options
  • Print worksheets/workbooks

Manage Worksheets

  • Insert and delete worksheets
  • Copy and move worksheets
  • Rename worksheets
  • Reorder worksheets
  • Apply Tab Colour

Work with Larger Spreadsheets

  • Use the zoom control
  • Apply Freeze Panes
  • Sort and Filter a list
  • Print Titles
  • Set Print Areas/Print Selection


  • Insert and edit Comments
  • View and print Comments

Introduction to Charts

  • Create a chart such as Pie, Column or Line
  • Print Charts

How We Deliver

We currently deliver all training online to comply with the Government's guidelines.

Online training works well for businesses whose staff are mainly working from home.

It allows us to train all of your staff with the same training needs at the same time. Your people simply log on from home, using details provided in advance by our team.

Choose from Watch and Learn sessions for larger groups or interactive hands on sessions for smaller groups.

When permitted we also offer face to face training at your offices.

All sessions can be customised to a half day or 90 minute sprint session and tailored to fit your needs, covering the topic(s) within a course that are most important to your business.

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