Section 1: Basic Skills

  • Excel Introduction
  • The Excel Interface
  • Accessing and Saving Files
  • Read and Enter Data

Section 2: Efficiency of Use

  • Keyboard Shortcuts
  • Editing

Section 3: Data Analysis

  • Basic Arithmetic
  • Sorting and Filtering

Section 4: Presentation

  • Setup
  • Printing


Customising Excel

Changing Excel settings to suit the way you use Excel. Includes: font face, number of worksheets, frequency of autorecovery, default view, Autocorrect and Ribbon alterations. Excel Add-Ins – Solver, Analysis TookPak. PowerPivot and Inquire.


Naming and storing Excel files. Version control. Making backups.

Connecting Workbooks

  • Setting up links between Workbooks. The dangers and pitfalls of doing so.
  • Managing links between Workbooks and updating external references.
  • Troubleshooting – finding ‘missing links’ and using auditing tools.


What to document, and how, in order to produce clear and robust spreadsheets.

Cell Formatting

Basic font formatting, alignment – Including horizontal and vertical alignment, wrapping, merging, orientation, Alt-Return; consistent, sensible row heights & column

Styles – to make spreadsheets more and consistent. Formatting tools

Number Formatting

Types of number (E.g., currency, %, decimal, negative numbers) – and Excel formats best employed. Custom number formats and how to maximise impact and clarity.

Conditional Formatting

Changing the format of cells depending on their value. Graphical conditional formats. Writing conditional format formulas.

Graphs and Charts

Creating simple charts and editing them to control and improve formatting. Choosing the right chart Principles and guidelines for communicating well with charts. Sparklines and Maps (when and how to use).

Page & Print Setup

Displaying spreadsheets as pages. Page layout view, page breaks, print area,. Printing from multiple Worksheets (and that default will be to print only from active Worksheet). Headers and footers. Adjusting page setup. Printing very large sheets of data

Protecting and Sharing

Protecting Workbooks and when it’s useful or necessary locking cells, Worksheet protection, Workbook protections, allowing users to edit ranges.

Permissions and granting access to folders & files, how to work with others on the same files and different files (both in process terms and using Excel functionality; when not to use it, avoiding conflicts). Sharing via the Cloud.


What is Googlesheets and why use Google Spreadsheets?


Session 1 – Excel basics

  • Introduction to spreadsheets
  • Office and Excel overview
  • Basic text and cell formatting
  • Basic arithmetic calculation
  • Special paste
  • Freeze pane
  • Auto completion of series
  • Sort and filter
  • Charts
  • Data validation


Session 2 – Advanced Excel capabilities

  • Conditional formatting
  • Importing data and text to columns
  • functions
    o Mathematical
    o String
    o IF, AND, OR
    o Searching: match, search, vlookup
    o Dates
    o Misc
  • Pivot tables
  • Recording and editing Macros