Introduction to Microsoft Excel Training (EXC365.5)

Build a practical foundation in Microsoft Excel for Microsoft 365. This introductory course guides learners through the Microsoft 365 environment, workbook and worksheet management, the Excel interface, Ribbon and Quick Access Toolbar customization, templates, printing, and collaboration features such as AutoSave, file sharing, and version history.

Through guided instruction and hands-on exercises, learners will enter, format, organize, and edit worksheet data; manage rows, columns, and cells; and create formulas using common operators, AutoSum, and different cell reference types. The course also covers print preparation and introduces Microsoft Copilot features for creating columns, importing and framing data, and analyzing worksheet information.

1. Microsoft Office Basics
   1. Logging in to Microsoft 365
   2. Installing Applications
   3. Creating New Files and AutoSaving
   4. Protected View
   5. File Sharing
   6. File Collaboration
   7. Version History
   8. Getting Updates
   9. Mac Versions
2. Creating a Microsoft Excel Workbook
   1. Starting Microsoft Excel
   2. Creating a Workbook
   3. Saving a Workbook
   4. The Status Bar
   5. Adding and Deleting Worksheets
   6. Copying and Moving Worksheets
   7. View Options for the Worksheet
   8. Closing a Workbook
   9. Creating a Microsoft Excel Workbook (Exercise)
3. The Ribbon
   1. Tabs
   2. Groups and Commands
   3. Microsoft Search Box
   4. Customizing the Ribbon
4. The Backstage View (The File Menu)
   1. Introduction to the Backstage View
   2. Opening a Workbook
   3. Open a Workbook (Exercise)
   4. New Workbooks and Excel Templates
   5. Select, Open, and Save a Template Agenda (Exercise)
   6. Printing Worksheets
   7. Print a Worksheet (Exercise)
   8. Personalizing Microsoft Office
5. The Quick Access Toolbar
   1. Getting Started
   2. Adding Common Commands
   3. Adding Additional Commands with the Customize Dialog
   4. Adding Ribbon Commands or Groups
   5. Customize the Quick Access Toolbar (Exercise)
6. Entering Data in Microsoft Excel Worksheets
   1. Entering Text
   2. Inserting and Deleting Cells
   3. Inserting Hyperlinks
   4. Inserting WordArt
   5. Using AutoComplete
   6. Entering Text and Using AutoComplete (Exercise)
   7. Entering Numbers and Dates
   8. Using the Fill Handle
   9. Entering Numbers and Dates (Exercise)
7. Formatting Microsoft Excel Worksheets
   1. Selecting Ranges of Cells
   2. Hiding Worksheets
   3. Adding Color to Worksheet Tabs
   4. Adding Themes to Workbooks
   5. Customize a Workbook Using Tab Colors and Themes (Exercise)
   6. Adding a Watermark
   7. The Font Group
   8. Working with Font Group Commands (Exercise)
   9. The Alignment Group
   10. Working with Alignment Group Commands (Exercise)
   11. The Number Group
   12. Working with Number Group Commands (Exercise)
8. Editing Worksheets
   1. Find
   2. Find and Replace
   3. Using Find and Replace (Exercise)
   4. Using the Clipboard
   5. Using the Clipboard (Exercise)
   6. Moving Columns / Rows
9. Working with Rows and Columns
   1. Inserting and Deleting Rows, Columns, and Cells
   2. Transposing Rows and Columns
   3. Row Height and Column Width
   4. Hiding and Unhiding Rows and Columns
   5. Freezing Panes
   6. Working with Rows and Columns (Exercise)
10. Using Formulas in Microsoft Excel
    1. Math Operators and the Order of Operations
    2. Entering Formulas
    3. AutoSum (and Other Common Auto-Formulas)
    4. Copying Formulas
    5. Relative, Absolute, and Mixed Cell References
    6. Working with Formulas (Exercise)
11. Finalizing Microsoft Excel Worksheets
    1. Setting Margins
    2. Setting Page Orientation
    3. Setting the Print Area
    4. Print Scaling (Fit Sheet on One Page)
    5. Repeating Headings
    6. Headers and Footers
    7. Preparing to Print (Exercise)
12. Using Copilot in Microsoft Excel
    1. Copilot in Microsoft 365 Excel
    2. Creating Columns
    3. Analyzing Your Data
    4. Importing and Framing Data
    5. Explore Copilot in Microsoft Excel 365 (Exercise)

Each student receives a comprehensive set of materials, including course notes and all class examples.

Experience in the following is required for this Microsoft Excel class: