ProspenAfrica | Training and Consulting Services Provider

Basic Excel Training

1 Day Accredited Training

Unit standards: SAQA ID: 116937
Dates: 12 April | 26 June | 07 August 2024
Locations: Johannesburg, South Africa
Platform: Available In-Class / Online

Price: Available on Request

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Course Introduction

The Basic Excel Training programme has been designed to give participants a professional approach in using Microsoft Excel to makes it possible to analyse, manage, and share information in more ways than ever before, helping you make better, smarter decisions. New analysis and visualization tools help you track and highlight important data trends. This is an intensive and highly practical 1 day course that will introduce delegates to the exciting world of excel. Whilst this course takes you from scratch in Excel, it is recommended not only for those who have not had experience in the package but is also an eye-opener if this is your first formal training in Excel.


We find that delegates learn a huge amount when exposed to the full scope of the package and the short-cuts have a definite “wow” factor.

  • Find out how to effectively use functions and formulas, and how to format your documents to give them impact.

  • Discover the excitement of creating professional spreadsheets, keeping stats updated, managing budgets, and having a visual representation of data for ease of understanding.


About The Workshop

This is a Research-Based Training Course: The course curriculum has been developed and designed from research with actual industry practitioners and will in just 1 days give you firm basic grounding of the concepts and functionalities that Excel has to offer. The course is practical and focused: Each of the modules presented will include step-by step explanations and hands on examples. A comprehensive Course Reference Manual will be provided packed with ideas-techniques, graphics, flow-charts and excel tools. The manual contains key steps for the exercises. Laptop computer: This training requires the use of a Pc with Microsoft Excel

Course Objectives

  1. Improved Efficiency: Learning Excel basics helps in creating and manipulating spreadsheets more efficiently, saving time and effort.

  2. Data Organization: It allows for better organization of data, making it easier to sort, filter, and manage information.

  3. Basic Formulas and Functions: Understanding basic formulas and functions (like SUM, AVERAGE, IF, VLOOKUP) enables users to perform calculations and analysis swiftly.

  4. Data Visualization: Excel offers basic charting tools, allowing users to create visual representations of data, aiding in better understanding and decision-making.

  5. Professional Development: Excel skills are highly sought after in many job roles. Basic proficiency can enhance your resume and open job opportunities.

  6. Increased Accuracy: Excel helps in reducing errors that might occur when dealing with manual calculations, leading to more accurate results.

  7. Task Automation: Basic Excel knowledge allows for simple automation through features like macros, which can save time on repetitive tasks.

  8. Collaboration: Understanding Excel basics facilitates collaboration as it’s a widely used tool in many workplaces, allowing for easy sharing and editing of spreadsheets among team members.

  9. Financial Management: Basic Excel skills are crucial for managing personal finances and budgeting.

  10. Problem-Solving: Proficiency in Excel helps in problem-solving by providing tools to analyse data and derive solutions.

Who should attend?

  1. Beginners: Individuals with little to no prior experience using Excel.

  2. Students: Those in academic settings who need to learn Excel for coursework or research.

  3. Administrative Professionals: People working in administrative roles who want to improve their spreadsheet skills for managing data.

  4. Small Business Owners: Individuals handling their business’s data management, bookkeeping, or basic financial analysis.

  5. Job Seekers: Those aiming to enhance their employability by acquiring fundamental Excel skills often required in various job roles.

  6. Anyone Wanting to Refresh Skills: Individuals who haven’t used Excel in a while and want to refresh their basic knowledge.

Training methodology

Training Methodology

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.

Training Outline

Module 1: Getting started

  • Topic A: Spreadsheet terminology

  • Topic B: Exploring the Excel window

  • Topic C: Getting help

  • Topic D: Navigating workbooks

Module 2: Entering and editing data

  • Topic A: Entering and editing text and values

  • Topic B: Entering and editing formulas

  • Topic C: Working with pictures

  • Topic D: Saving and updating workbooks

Module 3: Modifying a worksheet

  • Topic A: Moving and copying data

  • Topic B: Moving and copying formulas

  • Topic C: Absolute and relative references

  • Topic D: Inserting and deleting ranges, rows, and columns

Module 4: Using functions

  • Topic A: Entering functions

  • Topic B: AutoSum

  • Topic C: Other useful functions

Module5: Formatting worksheets

  • Topic A: Formatting text

  • Topic B: Formatting rows and columns

  • Topic C: Formatting numbers

  • Topic D: Conditional formatting

Module 6: Printing

  • Topic A: Preparing to print

  • Topic B: Page Setup options

  • Topic C: Printing worksheets

Module 7: Creating charts

  • Topic A: Chart basics

  • Topic B: Modifying charts

  • Topic C: Printing charts

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