EXCEL ESSENTIALS

Programme Overview

This programme provides a thorough introduction to Microsoft Excel, one of the world's most widely used business tools. Participants move from basic navigation to practical data management, formula writing, data organisation, and chart creation. By end of day, they will confidently handle everyday Excel tasks with speed and accuracy.

Course Content

Module 1: Getting Started with Excel (1.5 Hours)

  • The Excel Interface: Ribbon, tabs, Name Box, and Formula Bar
  • Workbooks & Worksheets: Creating, saving formats, and grouping sheets
  • Data Entry & Cell Basics: Entering data, AutoFill, and Flash Fill
  • Paste Special menu and Find & Replace basics

Module 2: Formatting for Clarity & Professionalism (1.5 Hours)

  • Cell & Text Formatting: Fonts, borders, alignment, and Format Painter
  • Number Formats: Currency, dates, and custom number formats
  • Excel Tables: Converting data (Ctrl+T) and table styles
  • Conditional Formatting: Data bars, colour scales, and highlight cells rules

Module 3: Essential Formulas & Functions (2 Hours)

  • Formula Fundamentals: Order of operations and cell references
  • Core Business Functions: SUM, AVERAGE, COUNT, MAX, MIN
  • Conditional Functions: SUMIF(S), COUNTIF(S), and IF functions
  • Date, Text & Lookup Functions: VLOOKUP, CONCATENATE, and TODAY

Module 4: Data Organisation & Validation (1.5 Hours)

  • Sorting & Filtering: Multi-level sorting and AutoFilter
  • Data Validation: Dropdown lists and restricting input ranges
  • Input messages and Error alerts (Stop, Warning)
  • Introduction to PivotTables: Source data prep and summarising

Module 5: Charts, Page Layout & Printing (1.5 Hours)

  • Creating & Formatting Charts: Choosing types and modifying elements
  • Sparklines: Inserting line, column, and win/loss types
  • Page Layout: Setting print area and page breaks
  • Printing: Headers/footers, fit to page scaling, and print preview

Course Details

Learn essential tools designed for your everyday business tasks.

Duration

1 DAY, 8 HOURS

Delivery Format

Instructor-led (classroom or virtual)

Target Audience

Beginners, admin staff, new joiners

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Why Upwise?

Expert Trainer

Learn from Ritu Arora, a Microsoft Certified Trainer.

Practical Delivery

Instructor-led training available in both classroom or virtual formats.

Hands-on Practice

Includes hands-on practice files and step-by-step guided exercises.

Final Activity

Concludes with a practical activity building a complete formatted report from raw data.

Beginner Friendly

No prior Excel experience is required to join this course.

Prerequisites

Only basic computer literacy (typing, mouse use, file management) is recommended.

What You Will Gain

Speed and Accuracy

Confidently handle everyday Excel tasks with speed and accuracy.

Reliable Insights

Sort, filter, and validate data to draw quick and reliable insights.

Professional Outputs

Set up printing, page layout, and file management for professional outputs.

Visual Analysis

Use data bars, colour scales, and icon sets for visual analysis.

Error Handling

Learn the IFERROR function to handle errors gracefully.

Time Saving

Reduce manual errors and save significant time in everyday business tasks.

Ritu Arora

Meet Our Trainer

Ritu Arora is a corporate trainer with 20+ years of experience, having trained over 100,000 professionals across 2,500+ organizations. She also spent 11 years at the Abu Dhabi National Oil Company, delivering Microsoft Office training in international corporate environments.

She is an expert in Advanced Excel and PowerPoint, author of Advance Excel Guide and Mastering Advanced Excel with ChatGPT Integration, and collaborates with CII and Sumitomo Mitsui Banking Corporation to provide advanced Microsoft Office training.

What Our Learners Say

Discover how professionals and organizations have transformed their skills and achieved remarkable results with Upwise.

"Really appreciate Ritu ji for conducting the corporate MS excel session. Attended both Intermediate and Advanced class, and learnt advanced features of Excel including Macro which was quite helpful for the work. Your Kind and patient guidance definitely accelerated the learning."
Yushi Kambe
Yushi Kambe
Vice President
Sumitomo Mitsui Banking Corporation

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