Basic Spreadsheet Skills Course

in-house CPD training course

Basic Spreadsheet Skills
In-house training course

The following course is an in-house course. We also offer an open course in excel.

We offer courses in financial spreadsheet skills for both finance and non-finance professionals.

If you are looking for an introduction to spreadsheets, a practical guide, a refresher or to enhance your existing understanding then we have the right course for you.

No matter what your experience or level, we can pitch our courses at the right level for you.

Our Basic Spreadsheet Skills Course objectives

This course is aimed at beginners to excel or those who have not have the opportunity to receive prior training and wish to be clear on the basics.

The course aims to give you a thorough grounding in excel with a background theme of encouraging efficiency and demonstrating time saving tips.

Our Basic Spreadsheet Skills Course Includes:

Our spreadsheet skills courses are usually tailored to meet our clients specific needs.

The excel interface
• Creating, opening & saving workbooks (including file naming conventions)
• The ribbons
• Quick access toolbar
• The formula bar
• Status bar
• Zooming

• Navigating within worksheets
• Between workbooks
• The use of keyboard shortcuts
• Find & replace.

• Copy
• Cut
• Paste
• Paste special
• Inserting
• Undo
• Redo

Spreadsheet (Excel) Skills for Finance Courses
• Main formats
• Accounting, Currency, Dates & Percentages
• Commas, Decimals, Brackets
• Borders, Highlighting, Adding comments
• Height, Alignment, Merging cells
• Wrapping text, Cell styles, Tables

• Normal
• Page break preview
• Freezing and unfreezing panes
• Splitting and tiling
• Navigating between workbooks.

Cell references
• Absolute and relative cell references

Mathematical functions
• Sum
• Average
• Round

Spotting errors
• Excel error checking
• Race precedents & dependents
• Toggle formula view
Basic Spreadsheet Skills Course Online CPD Training Course
Data analysis
• Simple sorting
• Custom sorting
• Filters
• Custom filtering
• Subtotals

Graphs & charts
• Introduction to basic graphs and charts

• Scaling
• Orientation
• Page breaks for large documents
• Title repeating
• Margins
• Headers & footers
• Date, time & file name stamps

Expensive mistakes are made by many organisations through poor spreadsheet techniques.

Our courses demonstrate best practice techniques.

Delegates are advised to use laptops on our spreadsheet skills training courses.

Requirements for Basic Spreadsheet Skills

No prior experience required.

Spreadsheet (Excel) Skills for Finance Table

Basic Spreadsheet Skills Course Delivery

Basic Spreadsheet Skills Course

We take an open friendly and enthusiastic approach to learning finance. We believe that people learn more effectively when they are enjoying themselves. We make finance interesting for you. We love questions and welcome as many as possible.

We encourage an open atmosphere which in our experience accelerates the learning process. We always use lots of exercises, case studies and real life examples in our training as we believe this really helps our clients to understand concepts.

We find that people only really learn when they test their understanding through practice. We offer traditional training, facilitation, interactive simulations, coaching and online training.

Tailored Basic Spreadsheet Skills Course

All our courses are tailored to meet our client’s specific needs. We like to spend time getting to know our clients as we strongly believe that training is most effective and valuable when tailored and focused.
In-house Basic Spreadsheet Skills for Finance Training

In-house Basic Spreadsheet Skills Training

Our training can be held within your office or an external venue of your choice.

We can also secure venues on your behalf through our venue sourcing agency.


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    Individual Learners
    Please note that this is an in-house course offered to organisations.
    For individual learners, we offer:
    • a selection of open / public courses
    • a range of over 150 online courses
    • a range of finance and tax publications.