Microsoft Excel for Beginners

Introduction

This course is designed for entry-level staff and outlet clerical workers who need to enhance their Excel skills for daily administrative work, accounting, and record-keeping. The focus is on basic to intermediate Excel functions that improve accuracy and efficiency in daily operations.

Outcome

This hands-on course will help entry-level staff and clerical workers feel confident using Excel for daily office, accounting, and administrative tasks.

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No Topic Topic Description
1 Introduction to Excel for Daily Office Work

Understanding the Excel Interface 

  • Overview of rows, columns, cells, and worksheets
  • Quick access toolbar and commonly used shortcuts

Basic Formatting and Organization 

  • Changing fonts, colors, borders, and cell alignment
  • Merging cells and using wrap text for readability
2 Data Entry and Management Best Practices

Efficient Data Entry Techniques 

  • Using auto-fill and flash fill for quick data entry
  • Avoiding common data entry errors

Sorting and Filtering Data 

  • Sorting alphabetically, numerically, and by date
  • Filtering large data sets for quick analysis
3 Essential Excel Functions for Clerical Work

Basic Formulas for Daily Use 

  • SUM, AVERAGE, COUNT, MIN, MAX for quick calculations
  • Using AutoSum for fast financial calculations

Using Text Functions for Data Formatting 

  • CONCATENATE (joining text), TRIM (removing extra spaces)
  • UPPER, LOWER, PROPER (changing text case)
4 Basic Data Analysis with Tables and Charts

Creating and Formatting Simple Tables 

  • Converting raw data into structured tables
  • Using table styles for easy viewing

Basic Charting for Reports 

  • Creating bar, pie, and line charts
  • Formatting charts for presentations
5 Introduction to Accounting Functions in Excel

Tracking Sales and Expenses 

  • Setting up a simple sales and expense tracking sheet
  • Using percentage formulas for cost analysis

Calculating Totals and Averages Automatically 

  • Using SUMIF and AVERAGEIF for financial reports
  • Calculating monthly expenses efficiently
6 Data Validation and Accuracy Checks

Using Drop-Down Lists for Data Entry 

  • Setting up predefined lists to prevent errors
  • Ensuring consistent data input across files

Preventing Errors with Conditional Formatting 

  • Highlighting duplicate entries
  • Using color-coded alerts for missing or incorrect data
7 Organizing Reports and Automating Tasks

Simple Report Formatting Techniques 

  • Using headers, footers, and print settings
  • Freezing panes and splitting windows for better viewing

Basic Introduction to PivotTables 

  • Summarizing large datasets easily
  • Creating quick summaries for sales and inventory reports
8 Practical Exercises and Real-Life Applications

Applying Excel Skills to Common Work Scenarios 

  • Managing an inventory tracking sheet
  • Keeping attendance and payroll records

Q&A and Hands-On Practice 

  • Solving real-world clerical challenges with Excel
  • Troubleshooting common mistakes and errors
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