Training

Excel Elementary Plus

Training

Excel Elementary Plus

The key concepts, tools and functions of Excel. A solid foundation for further learning.

MS Excel

A comprehensive tool for data storage, calculation, analysis and visualization.

Training profile

Introducing the most important concepts, tools and functions of Excel, it lays a solid foundation for further learning. It focuses on the anatomy of a cell, efficient worksheet navigation, correct data entering, and techniques for searching, copying, sorting and filtering. Although the course is aimed at beginners, Excel users who have been using Excel for several years usually find useful techniques in the course, and their knowledge becomes more systematic and organized.

Yes, because each training we conduct is personalized, i.e. tailored to your needs and your level of knowledge.

So we suggest that you tailor the training program to your expectations, for example, by:

  • a short online videoconference meeting, during which we will establish organizational and substantive details;
  • sending your expectations prior to the training course in the form of an email, preferably with the examples of the tasks ahead of you.

When arranging the course, we emphasize that the participants should be at a similar, similar level of knowledge. This way, later, during the class, the trainer will adjust the course to the averaged level of the group by optimal selection of exercises and their level of difficulty. In addition, during the training session, we encourage you to express your expectations: promptly signal the difficulties encountered, ask questions, direct the training yourself towards the issues you need.

  • Proficient computer and keyboard skills
  • trainees in the training group must have a similar, comparable level of knowledge (very important)
We conduct the training in English or in Polish, all training materials are available in EN or PL version.

Training objectives

  • Describing the fundamentals, meaning the four types of data and how Excel’s search, copy and edit tools behave on them
  • Acquiring the skills to perform common tasks: entering data correctly, navigating a worksheet, a clear “table,” sorting and filtering, calculations, an aesthetically pleasing chart.
  • To identify good practices for organizing and arranging data.

Training is successful:

  • When participants have a similar level of knowledge (very important). Whether basic, or intermediate, or advanced, the trainer will adjust quickly anyway, but the important thing is that they are alike. In extreme cases (beginners in one group with veterans) it is not possible to determine an averaged level, and the students themselves quickly realize that a mixed group does not work in practice,
  • the group should be no more than 6-9 people,
  • it is good if during the training the participants are relieved of other duties so that they can focus solely on learning.

Regarding videoconference online training:

  • the day before the training, we suggest testing the computer, software and downloading exercise files so that everything is ready to go the next morning,
  • very important: two displays; with the trainer’s remote presentation on one screen, and on the other the trainee’s individual exercises. More information about two displays.

After the training:

  • after completing the course, daily professional contact with Excel is necessary: work, practical tasks, individual repetition of the material.

Training duration

We propose to plan the Elementary Plus course for 16 lesson hrs., divided, for example, into two training days.

We welcome you to adjust the hours and duration to suit your needs. The most frequently ordered training schedules are: three-day (24 lesson hrs.) and two-day (16 lesson hrs.), but other time arrangements (e.g. recurring four-hour, afternoon, weekend training) that do not make all employees unavailable at the same time are also possible.

Aiming to improve own employees’ knowledge of Excel, it is a good idea to plan the training as a cyclical event, e.g. 2 days of Elementary course, one year break, 3 days of Intermediate course, one year break, 3 days of Advanced course.

08:45

Gathering

Workplace preparation, attendance list, organizational arrangements

09:00

Beginning of a training

An introduction & lesson start right on time

10:45

Coffe break (15 min.)

A short breather to stretch your legs

12:30

Lunch break (45 min.)

45 minutes to rest, relax and to have a meal

14:30

Coffe break (15 min.)

The last break on this training day

16:00

End of a training day

A quick review of the topics covered

Naturally. The presented schedule is a proposal based on the experience from previous training sessions, however, the trainer can adapt flexibly to the client’s requirements.
Yes, of course. If students wish, breaks can be shifted at will.

Online training

Stationery training

If you prefer a training in a videoconferencing form, we offer our courses in Poland and abroad as live online classes, through modern platforms like Zoom, Teams, etc.,
Do you prefer a stationary training conducted locally, at the premises of your company? We offer on-site courses throughout Poland.

Stationery training

Do you prefer a stationary training conducted locally, at the premises of your company? We offer on-site courses throughout Poland.
If you prefer a training in a videoconferencing form, we offer our courses in Poland and abroad as live online classes, through modern platforms like Zoom, Teams, etc.,

Online training

If you prefer a training in a videoconferencing form, we offer our courses in Poland and abroad as live online classes, through modern platforms like Zoom, Teams, etc.,

Stationery training

Do you prefer a stationary training conducted locally, at the premises of your company? We offer on-site courses throughout Poland.

Being aware that a “rigidly” written program may not coincide with the expectations of the trainees, we encourage you to personalize the content of the training according to the specifics of your team.

You can adjust the program to your preferences, for example, by:

  • a short online videoconference meeting, during which we will establish organizational and content details;
  • sending your pre-training wishes by email, preferably with ready-made examples of the tasks you face (specific problems and tasks to be solved are welcome);
  • expressing your expectations while the training is already in progress, the trainer will adjust accordingly.

The Excel interface
  • Ribbon and Quick Access bar
  • Enabling hidden interface elements, customizing to your needs
Working with documents
  • xls, xlsx, xlsm formats
  • Quickly open frequently used documents
  • Quick saving
  • Ways to quickly put “side by side” windows of two sheets from the same workbook, or from different documents
Sheet management
  • Adding, deleting, hiding sheets
  • Giving a name and color to a sheet
  • Changing the order
  • Moving / copying sheets between workbooks
  • Operations on several sheets simultaneously
  • Password locking of all the sheet operations
Navigation within the sheet
  • Efficient viewing and selection of data
  • Necessary shortcuts, ways to move the cursor, proper alignment of data
Rows and columns
  • Inserting and deleting rows / columns (one, several at a time)
  • Changing and applying a consistent width / height to multiple rows / columns
How  to properly lay out data from the beginning?
  • Data layouts: tabular vs. outline vs. pivotal
  • How to make analysis more difficult for yourself, i.e. what not to do on tabular data layout?
  • How to perform analysis on data having large merged headings on top?
  • Contiguous data area (that is: when automatic selection of data for sorting and filtering will fail?)
Filtering data 
  • What is filtration?
  • Using the Filter tool
  • Techniques for creating filter criteria on text, numbers, dates, e.g:
  • What is the behavior of the area on which the Filter operates? (calculation, selection, formatting, deletion, etc.)
Sorting data
  • What is sorting?
  • Sorting by one / multiple criteria
Anatomy of a cell
  • Layered structure of a cell, distinguishing between a cell and its contents
  • Overview of cell functionality: value, table styles, cell styles, manual formatting, conditional formatting, comments, notes, content validation
  • Four types of content: numbers, text, logical values, errors
Entering data
  • What happens when user hits “Enter”? Understanding Excel’s independent decisions, automatically interpreting the input data
  • Intentional input of data of a specific type
  • Entering data “downwards”, “rightwards”, techniques of duplication of cells, rows, columns
  • How to enter zeros before a number? How to enter a bank account number?
  • Deleting: why there are seven types of Clear tool in Excel?
Fill with data series
  • Quickly create numerical lists, days of the week, months, hours with specified increments
  • Generation of very long numbered lists (not necessarily incremented by +1)
Percentages
  • How does Excel “think “about percentages?
  • Adding, subtracting, multiplying percentages
Date & time
  • Explaining the concept of date and time in Excel
  • Correct entering of dates and times
  • Why do dates look different on different computers?
  • Calculation examples:
    • addition and subtraction of days, hours, minutes, seconds
    • working time based on time of arrival and departure
    • person’s age with accuracy of 1 day, 1 week, 1 month, 1 year
    • how many days are left until John Smith’s birthday?
The appearance of the cell and its contents
  • Manual formatting: font, alignment, indentation, cell text angle and other decorations
  • Borders, efficient drawing and editing
  • Quickly change the appearance of cells by using Cell Styles, instead of manual formatting
  • Cell merges
  • The appearance of numbers and units: decimal precision, currency symbols, dates, percentages
  • What does 5.2E+14 mean?
Copying the cell contents, paste options
  • Keyboard shortcuts vs. modes of mouse dragging
  • Changing the orientation of data: let columns become rows and vice versa
  • Storing multiple copied items on the clipboard at the same time
Calculations
  • Operators: * / + – ^
  • The most important mathematical, computational, rounding functions
  • Quick calculations with Counters
Actions on visible cells only
  • How do counters and functions behave on hidden cells?
  • What are the differences in the behavior of cells hidden “manually” vs. hidden with Filter?
Formulas and addressing
  • Techniques of entering and editing formulas
  • How to exchange formulas with their results?
  • How to calculate only a selected expression within a formula?
  • Catalog of all Excel formulas
  • The concept of relative and absolute addressing
  • A series of formulas referring to a common cell (e.g., converting EUR –> PLN quotas according to the current exchange rate in cell A1, when we update the exchange rate in A1, all amounts update)
  • What is nesting of formulas?
Search by content
  • Finding and replacing the specified text
  • Searching only in a specified range
Operations on logical values
  • Constants of type TRUE and FALSE
  • Comparison of numbers / texts
  • Two-way alternative: overview and examples of the IF function
Conditional formatting
  • What is conditional formatting?
  • Coloring cells accordingly to a criteria (e.g. highlight duplicates, negative amounts, numbers in the from-to range, three highest payments, dates of the current month, etc.).
  • Highlighting empty cells, cells with content, cells containing errors
  • Other visualization methods: Color Scales, Data Bars, Icon Sets
  • Cooperation of Conditional Formatting with Filter
Working with texts
  • Practical problems: how to input “00123” in the cell? How to store a bank account number?
  • Overview of techniques for merging texts from several cells
  • Splitting texts based on the occurrence of a given character, e.g.: after each comma, after each space
  • Cleaning text of double spaces, of non-printing characters
  • Changing letters to uppercase or vice versa
Printing
  • Defining the areas of the sheet that will be sent to the printer
  • Discarding columns / rows that we do not want to print
  • Page size and layout, margins
  • Arrangement of data on pages, i.e. looking for a balance between readability and paper usage
  • Automatic page numbering
  • Custom pagination, i.e. putting contents in the header and footer (e.g. email, phone number, current date, etc.)
  • Repetition of column titles on all pages of the printout
Charts
  • Fundamentals of working with charts, the concept of data series
  • Methods of inserting a chart from one / several data series
  • Where does a chart draw its data from? Checking and changing the sources of data series
  • Systematize the types of charts (in practice we use only 10-12 types)
What makes us 
stand out 
?
We offer 
individual 
live online 
competitively priced 
customizable 
trainings.
CALENDAR3-3
Close delivery dates
We specialize in closed training courses aimed at companies and institutions, so we can offer quick delivery times. We do not reschedule agreed trainings unless requested by the client.
Artboard 2
Even for a one trainee
Are you looking for a position training for a newly hired employee? We will deliver it in the form of remote online training or onsite stationery training at your company office in any location in Poland.
Artboard 1
Customizable courses
The modular construction of the training material allows for flexible adjustment of the material exactly according to the needs of the participants, even on an ongoing basis during the training session.
What makes us 
stand out 
?
We offer 
individual 
live online 
competitively priced 
customizable 
trainings.
CALENDAR3-3
Close delivery dates
We specialize in closed training courses aimed at companies and institutions, so we can offer quick delivery times. We do not reschedule agreed trainings unless requested by the client.
Artboard 2
Even for a one trainee
Are you looking for a position training for a newly hired graphic specialist? We will deliver it in the form of remote online training or onsite stationery training at your company office in any location in Poland.
Artboard 1
Customizable courses
The modular construction of the training material allows for flexible adjustment of the material exactly according to the needs of the participants, even on an ongoing basis during the training session.
What makes us 
stand out 
?
We specialize in closed training courses aimed at companies and institutions, so we can offer quick delivery times. We do not reschedule agreed trainings unless requested by the client.
Are you looking for a position training for a newly hired graphic specialist? We will deliver it in the form of remote online training or onsite stationery training at your company office in any location in Poland.
The modular construction of the training material allows for flexible adjustment of the material exactly according to the needs of the participants, even on an ongoing basis during the training session.
Estimated training cost

Price

The calculator below will give you a close indication of the training price. To get a final binding offer, multiple variables have to be accounted for, therefore please contact us directly.


Contact us

If You want to ask about our training offer, services or need any additional information, we invite You to contact us.
For Your coonvenience there is the contact form below. A more direct forms of contact are also available – details upon request.

    •  

    AT
    Email:
    contact 68x20 trans
    a 21x20 trans
    oxygrafia com 125x20 trans
    YouTube channel:
    Oxygrafia EN
    youtube.com/@Oxygrafia_EN
    Switch The Language

      Etiam magna arcu, ullamcorper ut pulvinar et, ornare sit amet ligula. Aliquam vitae bibendum lorem. Cras id dui lectus. Pellentesque nec felis tristique urna lacinia sollicitudin ac ac ex. Maecenas mattis faucibus condimentum. Curabitur imperdiet felis at est posuere bibendum. Sed quis nulla tellus.

      ADDRESS

      63739 street lorem ipsum City, Country

      PHONE

      +12 (0) 345 678 9

      EMAIL

      info@company.com