EL489
Essential knowledge

Excel (2024 and Microsoft 365 versions) – Mastering the Fundamentals

Master Excel basics: data entry, formulas, formatting, charts, and table management.


This training course helps you discover Excel, master data entry and simple formulas, format and lay out tables and charts, manage large tables by sorting and filtering, and summarize data using pivot tables.

Objectives

By the end of the training course, the participant will be able to enter data and simple formulas, format tables and charts, manage large tables, and summarize data using pivot tables in Excel.

Is it for you ?

Any user who is a beginner or has some basic knowledge and needs to master the fundamental commands of Excel.

Prerequisite

No prior knowledge of Excel is required. You only need to be familiar with the keyboard and mouse.

Content

Excel (2024 and Microsoft 365 versions) – Level 1: Essential Knowledge

Discover Excel, complete a table

  • Opening a workbook
  • Environment overview
  • Navigating a workbook
  • Data entry
  • Selecting cells
  • Undoing and redoing an action
  • Column width/row height
  • Saving a workbook
  • Editing cell content
  • Creating a new workbook

Perform your first calculations

  • Entering a calculation formula
  • Sum and other simple calculations
  • Percentage calculation
  • Copying to adjacent cells

Present your data minimally

  • Simple numeric formats
  • Applying a theme
  • Enhancing characters
  • Font and font size
  • Cell content alignment
  • Cell color
  • Cell borders

Print and page layout your workbooks

  • Page layout
  • Print preview and printing
  • Page break
  • Print area
  • Header and footer
See more + / -

Become more efficient

  • Using help
  • Spell check
  • Find and replace
  • Display zoom
  • Inserting/deleting rows, columns, and cells
  • Moving cells
  • Copying to non-adjacent cells
  • Quick copy of cell formatting
  • Merging cells
  • Cell content orientation
  • Cell styles
  • Data sorting

Manage sheets and display your data

  • Changing sheet name and tab color
  • Inserting, deleting, and background of sheets
  • Moving, copying, and hiding a sheet
  • Splitting a window/Freezing rows and columns
  • Repeating column/row titles on print
  • Hiding elements in a sheet
  • Grouping data as an outline

Excel (2024 and Microsoft 365 versions) – Level 2: Intermediate Knowledge

Evolve to more complex tables

  • Displaying multiple lines in a cell
  • Absolute reference in a formula
  • Using paste options
  • System date and date format
  • Simple condition
  • Custom format
  • Conditional formatting
  • Managing conditional formatting
  • Cell range name
  • Validation criterion
  • Cell range in a function

Present your figures in charts

  • Creating a chart
  • Managing a chart
  • Selecting chart elements
  • Arranging, adding, and deleting elements
  • Formatting chart elements
  • Modifying chart text elements
  • Legend and plotting area
  • Printing and page layout of a chart

Enhance your chart presentation

  • Modifying data labels
  • Chart axes
  • Managing series
  • Specific options for different chart types
  • Managing chart templates
  • Creating a Map chart
  • Creating sparkline charts
  • Managing sparkline charts

Enhance your tables

  • Creating graphic objects
  • Selecting and deleting objects
  • Copying and moving objects
  • Resizing an object
  • Modifying a text box
  • Modifying a shape
  • Formatting objects
  • Inserting an image
  • Managing images
  • Rotating and aligning objects
  • Layering and grouping objects

Leverage your data list tables

  • Calculating subtotals
  • Creating and managing a data table
  • Presenting and sorting data in a data table
  • Adding calculations to a data table
  • Filtering data
  • Filtering with slicers
  • Text, date, and numeric filters
  • Removing duplicates
  • Data sorting and filtering functions

Create and use PivotTables and PivotCharts

  • Creating a PivotTable
  • Modifying PivotTable fields and labels
  • Adding calculations and managing totals in a PivotTable
  • Modifying the source of a PivotTable
  • Selecting, copying, moving, and deleting in a PivotTable
  • Layout and printing of a PivotTable
  • Formatting a PivotTable
  • Filtering a PivotTable
  • Filtering a PivotTable using slicers
  • Creating a PivotTable based on multiple tables
  • Adding calculated data to a PivotTable
  • Grouping data
  • Creating a PivotChart

Copilot for Excel Microsoft 365 – Use Cases and Best Practices

Discover Copilot

  • What is Copilot?
  • Access methods for Copilot
  • Copilot and data privacy
  • Copilot on the Web
  • Copilot in Bing
  • Copilot in Microsoft Edge
  • Copilot for Microsoft 365
  • Copilot Pages

Copilot for Excel

  • Getting started with Copilot for Excel
  • Creating formulas
  • Analyzing data
  • Visualizing data

Write effective prompts

  • Adopt best practices
  • Adapt prompts to your needs
  • Structure your prompts

Complementary book

This module offers the consultation of digital course material.

Excel (2024 and Microsoft 365 versions)

This module offers an interactive training course composed of 37 training videos and 37 practice exercises.

Excel 2021 – Level 3: Advanced Knowledge

💡 Useful information

100% online training. Accessible anytime, from anywhere, giving a one year of access to the training. If you have any questions regarding registration, the language of instruction, or cancellation policies, please consult our FAQ .

Trainers

Upcoming information
Duration
10.0 hours
Regular fee
$199
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