Microsoft 365 Excel Part 1

Microsoft Excel 365 is a spreadsheet program that enables users to work with and store data in a table. It is part of Microsoft’s cloud-based subscription to a suite of programs that also includes Word, Outlook, and PowerPoint.

This course will help users get up to speed with the basics of Excel 365. By the end of this course, users should be comfortable with creating a new spreadsheet, working with basic formulas and functions, and making a spreadsheet look professional and presentable.

Topics include:

• working with formulas and functions;
• formatting parts of a worksheet;
• using pictures, tables, charts, and PivotTables;
• and finalizing workbooks.

Course Topics:

Lesson 1: Getting Started

TOPIC A: Getting to Know Excel

• Microsoft 365 Excel
• What are Spreadsheets, Worksheets, and Workbooks?
• What are Columns, Rows, Cells, and Ranges?
• The Excel Interface
• Navigating in Excel
• Keyboard Navigation Options
• Activity 1-1: Getting to Know Excel

TOPIC B: Creating Workbooks

• The Ribbon
• The Backstage View
• Data Types
• Excel 365 File Formats
• The Save and Save As Commands
• Saving to Microsoft OneDrive
• Compatibility Mode
• The Convert Option
• The Compatibility Checker
• Checking for Accessibility Issues
• Activity 1-2: Creating Workbooks

TOPIC C: Getting Help in Excel 365

• Using the Microsoft Search Box
• Accessing Advanced Help Options
• Activity 1-3: Getting Help in Excel 365
• Summary
• Review Questions

Lesson 2: Working with Data

TOPIC A: A Closer Look at Formulas

• Excel Formulas
• The Formula Bar
• Elements of an Excel Formula
• Mathematical Operators
• The Order of Operations
• Types of References
• Activity 2-1: A Closer Look at Formulas

TOPIC B: Using Formulas and Functions

• About Functions
• Creating a Function with AutoComplete
• Using the Insert Function Dialog Box
• Using AutoSum
• Viewing AutoSum Calculations in the Status Bar
• Automatic Workbook Calculations
• Activity 2-2: Using Formulas and Functions

TOPIC C: Working with Data

• Selecting Cells
• The Cut, Copy, and Paste Commands
• Using Paste Options
• Live Preview
• The Transpose Option
• Moving Data with Drag and Drop
• The Undo and Redo Commands
• Using AutoFill
• Using Flash Fill
• Activity 2-3: Working with Data

TOPIC D: Working with Rows and Columns

• Inserting Rows and Columns
• Deleting Rows and Columns
• Clearing Data from Cells
• Changing Column Width and Row Height
• The Hide and Unhide Options
• Activity 2-4: Working with Rows and Columns

TOPIC E: Sorting and Filtering Data

• The Difference Between Sorting and Filtering
• Sorting Data
• Enabling Filtering
• Using the Filter Menu
• Using Text Filters
• Clearing a Filter
• Activity 2-5: Sorting and Filtering Data
• Summary
• Review Questions

Lesson 3: Modifying a Worksheet

TOPIC A: Formatting Text

• What is a Font?
• The Font Group
• The Format Cells Dialog Box
• The Format Painter
• Live Preview and Formatting
• The Mini Toolbar
• Creating Links
• Activity 3-1: Formatting Text

TOPIC B: Formatting Cells

• Applying a Border
• Applying a Fill
• Changing the Number Format
• Formatted Numbers and Cell Width
• Customizing Number Formats
• Activity 3-2: Formatting Cells

TOPIC C: Aligning Cell Content

• Alignment Options
• The Indent Commands
• The Wrap Text Command
• Merge & Center Options
• Activity 3-3: Aligning Cell Content

TOPIC D: Search For and Replace Data

• Cell Names and Range Names
• The Find Command
• The Replace Command
• The Go To Command
• Activity 3-4: Search for and Replace Data

TOPIC E: Spell Check a Worksheet

• The Spelling Dialog Box
• Activity 3-5: Spell Checking a Worksheet
• Summary
• Review Questions

Lesson 4: Printing Workbook Contents

TOPIC A: Define the Basic Page Layout for a Workbook

• Topic Objectives
• The Print Options in Backstage View
• The Page Setup Dialog Box
• The Print Preview Option
• Workbook Views
• Headers and Footers
• Header and Footer Settings
• Page Margins
• Margins Tab Options
• Page Orientation
• Activity 4-1: Previewing a Workbook Before Printing

TOPIC B: Refine the Page Layout and Apply Print Options

• Zoom Options
• Page Breaks
• Page Break Options
• The Print Area
• Print Titles
• Scaling Options
• Activity 4-2: Refining the Page Layout and Applying Print Options
• Summary
• Review Questions

Lesson 5: Managing Large Workbooks

TOPIC A: Format Worksheet Tabs

• Renaming Worksheet Tabs
• Changing Tab Color
• Activity 5-1: Formatting Worksheet Tabs

TOPIC B: Manage Worksheets

• Grouped Worksheets
• Repositioning Worksheets
• Inserting or Deleting Worksheets
• Hiding and Unhiding Worksheets
• Worksheet References in Formulas
• Activity 5-2: Managing Worksheets

TOPIC C: Manage the View of Worksheets and Workbooks

• The Freeze Options
• The Split Command
• The Switch Windows Command
• The New Window Command
• Activity 5-3: Managing the View of Worksheets and Workbooks
• Summary
• Review Questions

Lesson 6: Customizing the Excel Environment

TOPIC A: Customize General and Language Options

• The Excel Options Dialog Box
• The General Category
• The Language Category
• Activity 6-1: Customizing General and Language Options

TOPIC B: Customize Formula Options

• The Formulas Category
• Activity 6-2: Customizing Formula Options

TOPIC C: Customize Proofing and Save Options

• The Proofing Category
• The Save Category
• Version Control
• Activity 6-3: Customizing Proofing and Save Options

TOPIC D: Customize the Ribbon and Quick Access Toolbar

• The Customize Ribbon Category
• The Quick Access Toolbar Category
• Activity 6-4: Customizing the Quick Access Toolbar

TOPIC E: Understanding and Enabling Add-Ins

• What Are Add-ins?
• The Add-Ins Category
• The Developer Tab
• Activity 6-5: Understanding and Enabling Add-ins

TOPIC F: Customize Advanced and Trust Center Options

• The Advanced Category
• The Trust Center Category
• Activity 6-6: Customizing Advanced and Trust Center Options
• Summary
• Review Questions