Skill Development

Microsoft Excel Masterclass
Level 1 – Onboarding

Microsoft Excel Masterclass

Level 1 – Onboarding

Acquiring a Good Foundation of MS Excel Features
The Acquiring a Good Foundation of MS Excel Features session is designed to equip participants with a solid understanding of Microsoft Excel’s core features for day-to-day professional use. It focuses on the essential tools and techniques needed to work more efficiently with spreadsheets, improve accuracy, enhance presentation quality, and increase productivity.

This session also helps participants develop the right working habits and confidence required before progressing to more advanced Excel functions, data analysis, and automation.

Learning Outcomes

Participants will be able to:

  • Navigate the Excel environment with confidence and professionalism 
  • Enter, structure, and organise data efficiently 
  • Apply key formulas accurately and confidently 
  • Present spreadsheets in a professional and user-friendly format 
  • Sort and filter data effectively for better analysis 
  • Use shortcuts and productivity features to work more efficiently 
  • Create clean, well-structured, and practical worksheets for day-to-day business use

Session Agenda

Module 1 – Understanding Excel Like a Pro

Many users lose time because they have never fully understood the Excel interface and how to use it efficiently.

Topics Covered:

  • Workbook vs worksheet 
  • Rows, columns, cells, and ranges 
  • Ribbon overview 
  • Formula bar 
  • Name box 
  • Quick access toolbar 
  • Saving files correctly 
  • Excel file types: .xlsx, .xlsm, .csv 
Module 2 – Smart Navigation & Data Entry

This module focuses on improving speed, accuracy, and good working habits when entering and managing data.

Topics Covered:

  • Fast navigation 
  • Data entry productivity 
  • Data quality habits 
Module 3 – Professional Formatting Skills

Participants will learn how to present spreadsheets in a clear, accurate, and professional way.

Topics Covered:

  • Font and alignment best practices 
  • Currency formatting 
  • Percentage formatting 
  • Date formatting 
  • Correct use of borders 
  • Cell styles 
  • Wrap text 
  • Basics of conditional formatting 
Module 4 – Essential Formulas for Work

Many spreadsheet errors happen because formulas are entered, copied, or dragged incorrectly. This module builds confidence in using formulas accurately.

Topics Covered:

  • Core formulas 
  • Logical functions 
  • Date functions 
  • Error prevention 
  • Trainer insights and best practices 
Module 5 – Tables, Sorting & Filtering

Participants will explore practical tools for organising and analysing data more effectively.

Topics Covered:

  • Excel tables 
  • Sorting 
  • Filtering 
  • Real use case: identifying overdue items from 5,000 rows in seconds 
Module 6 – Productivity Shortcuts

This module introduces essential shortcuts that help users work faster and more efficiently in Excel.

Topics Covered:

  • Must-know Excel shortcuts 
Module 7 – Practical Exercises & Mini Challenge

Participants will apply what they have learned through guided exercises and a short timed challenge.

Practical Activities:

  • Practical Lab 1: Create an employee attendance tracker 
  • Practical Lab 2: Create an expense reimbursement sheet 
  • Mini Challenge: Clean, format, and analyse a raw dataset within 10 minutes
Target Audience

This programme is designed for:

  • professionals who regularly work with reports, 
  • spreadsheets, calculations, records, and business data as part of their day-to-day responsibilities.

Face-to-Face / Live Interactive

3 hrs

Certificate of Participation

Interested in training or a tailored proposal? Let's discuss your organisation's needs.

Key Contacts

Dedicated professionals committed to your unique challenges.

Sylvie Greco

Sylvie Greco

Partner - IT Governance & Consulting
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Dhilagam Meunier

Dhilagam Meunier

Training Consultant
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