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TRANSMEDIATRAINING
Excel Introduction — course hero image

Microsoft and Office Tools

Excel Introduction

Microsoft

Build core Excel skills in one day: formulas, formatting, data management and charts. For beginners and improvers.

1 day Classroom — London NW10 Live online available

Format

Live instructor-led

Hands-on, question-led sessions

Location

London NW10 or online

9 Station Terrace, NW10 5RT

Level

Introduction level

Small groups, hands-on, expert-led

Who this course is for

This course is ideal for office professionals, administrators, analysts and managers who are new to Excel or have limited experience with spreadsheets and want to build a solid foundation in organising data, creating calculations and producing clear reports for business use.

Prerequisites

No prior experience needed.

What you'll learn

Understanding Excel foundations, enabling professionals to organise data accurately, reduce errors and work more confidently with everyday business information.

How to navigate the Excel interface efficiently, improving personal productivity through custom shortcuts, faster movement and clearer worksheet views.

Applying data entry and management techniques, helping teams input, sort and maintain reliable datasets for reporting, analysis and decision making.

How to structure worksheets and workbooks logically, improving collaboration, scalability and long-term usability in shared Microsoft 365 environments.

Understanding formula logic and cell referencing, empowering learners to build calculations correctly and avoid costly mistakes in financial or operational spreadsheets.

How to use essential Excel functions, boosting workplace efficiency by automating totals, comparisons and simple decision rules within live datasets.

Applying formatting, charts and print controls, enabling professionals to present insights clearly, share results confidently and support better business outcomes.

Course outline

What you’ll cover

Excel Foundations for Everyday Business Tasks

  • Establishing what Excel is used for in modern workplaces across administration, marketing and analysis
  • Recognising spreadsheet concepts such as cells, ranges, sheets and workbooks in practical contexts
  • Identifying where Excel fits alongside tools such as Google Sheets and Microsoft 365
  • Understanding how Excel skills support accuracy, speed and confidence in daily work

Excel Interface Navigation and Personal Productivity

  • Navigating ribbons, tabs and contextual tools efficiently
  • Customising the Quick Access Toolbar to reduce repetitive actions
  • Using keyboard and mouse techniques to move around large worksheets quickly
  • Understanding workbook views and zoom options for clarity

Entering, Editing and Managing Data in Excel

  • Entering text, numbers and dates accurately for analysis and reporting
  • Using AutoFill and series tools to reduce manual data entry
  • Editing cell content safely without overwriting underlying data
  • Sorting data to reveal patterns, priorities and errors
  • Clearing content correctly while preserving structure

Worksheet Structure and Workbook Organisation

  • Creating, renaming and reordering worksheets to reflect real tasks
  • Grouping related data across multiple sheets logically
  • Removing redundant sheets to keep workbooks manageable
  • Understanding worksheet size and limits when working with growing datasets

Excel Formula Logic and Cell Referencing

  • Writing simple calculations using arithmetic operators
  • Understanding calculation order to avoid incorrect results (BODMAS)
  • Working with relative and absolute cell references confidently
  • Copying formulas safely across ranges without breaking logic

Essential Excel Functions for Everyday Calculations

  • Applying core functions such as SUM, AVERAGE, MIN and MAX
  • Using logical tests with IF to automate simple decision making
  • Combining text values using modern concatenation techniques
  • Applying basic text functions to clean and standardise data

Formatting Data for Clarity and Professional Presentation

  • Formatting numbers, dates and text for readability and consistency
  • Adjusting column widths and row heights efficiently
  • Inserting and removing rows or columns without disrupting formulas
  • Using formatting choices that support interpretation rather than decoration

Creating Charts to Communicate Insights

  • Selecting appropriate chart types for different data stories
  • Creating charts directly from worksheet data
  • Editing chart elements to improve clarity and emphasis
  • Understanding when charts help decision making and when tables work better

Preparing Worksheets for Printing and Sharing

  • Defining print areas to control output precisely
  • Adding headers and footers for context and traceability
  • Adjusting layout settings for clean printed or PDF results
  • Exporting worksheets to PDF for sharing with non-Excel users

Included

  • Live expert-led instruction
  • Practical exercises and workflow examples
  • Live Q and A and troubleshooting with the trainer
  • Follow-up support guidance

Frequently asked questions

Is the Excel Introduction course suitable for beginners?

Yes, this Excel Introduction course is ideal for beginners with little or no prior experience in Excel. It covers foundational topics like data entry, formula creation and formatting, ensuring attendees build confidence while learning practical skills applicable to everyday tasks.

How is the content taught throughout the Excel Introduction course?

Our Excel Introduction course is extremely interactive. You will be using Excel throughout the day, working through examples and live projects under the guidance of our trainer, who will be supporting you through each step.

What is the recommended number of people for the class when I attend the Excel Introduction course?

For private classes in Excel Introduction, we recommend a maximum of 8 to 10 people from the same company in the class. Please ask our customer service team to help you find the right balance of people per class and the number of days training you need.

Should I attend the Excel Introduction course in person or live online?

For in-person courses at our London training centre, you will receive a warm personal welcome, your choice of the latest Mac or PC and morning and afternoon refreshments. If you prefer to attend remotely, rest assured that you will be taught live by the same experts that deliver our in-person courses, covering the same training content, using the same exercises and materials. A second monitor is recommended but not essential.

What support is available after I attend the Excel Introduction course?

We offer ongoing support to our Excel Introduction course attendees through email and by arrangement, phone calls. You are welcome to ask any questions on topics covered during training. Our trainer will always do their best to explain principles and help you with any issues you encounter.

Will I receive a certificate upon completion of my Excel Introduction course?

Yes, you'll receive a certificate of completion from Transmedia, demonstrating your knowledge and attendance on our Excel Introduction course. Our certificates note our Authorised Training Centre status.

Reviews

5.0 out of 5

Everything was great, it was interesting and I learned a lot about Excel! I had a great time and learned so much and I am excited to put It all into practice.

TGI Sport Media LLP · Excel Introduction — September 2025

Just wanted to thank you for organising our training - our trainer was really brilliant and helpful and the team will find the training really beneficial. Please pass on a massive thanks to everyone!

The Event Umbrella · Excel Introduction — January 2025

It was very interesting and the presenter was really nice! Thank you.

Delegate · Excel Introduction — October 2023

Our trainer was great. She was very attentive and ensured we practised the various Excel skills we went through so we gradually built up our knowledge. Overall a highly effective session.

Evercore · Excel Introduction — October 2023

Just finished a bespoke course in Photoshop and AI. Learned an awful lot. My trainer was very knowledgeable and was very happy to answer lots of questions that I had throughout. Highly recommend.

Rachel P — June 2026

Gorgeous premises and lovely, knowledgeable team. I really enjoyed my course - the tutor was friendly and professional and happy to answer any questions and tailor the course.

Quadrotech — June 2026

Fantastic and super valuable training! Our trainer shaped the training fully to our needs, adapted, accelerated and deep diving when needed. I learned so much these past days with tangible examples.

Adobe — June 2026

The trainer was excellent. He kept the course interactive and engaging. The small sessions made it easy to get clarifications. The pleasant office is well situated, so easy to find and get to.

UNICEF — June 2026

Fantastic and super valuable training! Fantastic and super valuable training! Tony shaped the training fully to our needs, adapted, accelerated and deep diving when needed. I learned so much these past days with tangible examples Tony provided.

Adobe — June 2026

The trainer, Lee, was excellent. He rattled through the key elements of Premiere Pro while keeping the course interactive and engaging. The small sessions made it easy to get 1:1 support or clarifications. The pleasant and well equipped office is well situated in Kensal Rise, so easy to find and get to. I learnt a alot - and now feel up to date with latest Premiere Pro options and AI integrations.

UNICEF — June 2026

The training was great, thank you. My trainer was very thorough with everything and I definitely left with new knowledge and skills. And thanks for sending the materials across.

Live Union — June 2026

Hi Brook, Sorry for the delay - I was on AL yesterday! The training was great, thank you. Tony was very thorough with everything and I definitely left with some new knowledge and skills. I'll leave a review later today. Thanks for sending the materials across. Have a lovely rest of your day!

Live Union — June 2026

Our trainer was great. Very knowledgeable and also flexible with adjusting to our very specific questions and scenarios. I learned loads and look forward to using my new Figma skills.

Adobe — June 2026

One of the better training sessions I've had in years. I highly recommend anyone who wants to learn more about Figma, but also any other Adobe Creative Cloud application, to take courses here.

Adobe — June 2026

The Design and Development areas of Clarks shoes has been using Transmedia as a training partner for eight years now, mainly in the 'creative' Adobe applications - Photoshop, Illustrator, InDesign and Premiere. In that time we have built an excellent working relationship with the management and admin teams and several of their core trainers. This has had a major influence in raising the skill levels and quality of our artwork across our design teams- recently extending across the Atlantic, delivering training to our US based designers. Staying with Transmedia has given us continuity and enabled the trainers to really come to understand what Clarks require and thus able to deliver real value for money. The staff are always friendly and a pleasure to deal with - whilst being efficient and professional throughout. Nothing is ever too much trouble. I really can't recommend Transmedia highly enough.

Clarks International — June 2026

I wish all training courses were run this well!

RPS Design — June 2026

The course was excellent - exactly to my company's needs. All questions were answered and concepts explained very clearly.

Hannah Griffiths — June 2026

First class - The trainer was extremely knowledgeable and answered all our questions.

MOD — June 2026

We found the course very useful and wished that we had more time. I was really impressed by our trainer's expertise in software that's being updated very frequently.

Baillie Gifford — May 2026

Wonderful trainer Lisa - fun, friendly, informative and comprehensive course! Thank you very much indeed.

Structural Soils Ltd — May 2026

Need a bespoke course or group booking?

We train teams at their offices across London and the UK. Call us or email to discuss.