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Excel Basics Training Module

The Excel Basics Training Module aims to equip participants with essential skills in Excel navigation, data entry, formatting, calculations, and data management. The agenda includes hands-on activities covering topics such as formulas, charts, and printing/exporting, culminating in practice scenarios and a recap session. Key takeaways ensure participants can efficiently manage data and create professional reports in PDF format.

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trush.das288
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Download as PDF, TXT or read online on Scribd
6 views

Excel Basics Training Module

The Excel Basics Training Module aims to equip participants with essential skills in Excel navigation, data entry, formatting, calculations, and data management. The agenda includes hands-on activities covering topics such as formulas, charts, and printing/exporting, culminating in practice scenarios and a recap session. Key takeaways ensure participants can efficiently manage data and create professional reports in PDF format.

Uploaded by

trush.das288
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Excel Basics Training Module

Module Objective

By the end of this module, participants will:

• Master fundamental Excel navigation, data entry, formatting, and calculations.

• Effectively manage and analyze data using tables, filters, and charts.

• Learn printing and sharing, including saving workbooks as PDF.

Module Agenda

Section Topic Duration

1. Introduction Overview and Importance of Excel 10 mins

2. Navigation & Basics Navigating and working with cells, rows, and columns 20 mins

3. Data Entry & Formatting Entering data and formatting for readability 30 mins

4. Formulas & Functions Basic calculations and functions 40 mins

5. Data Management Sorting, filtering, and data validation 30 mins

6. Charts & Visuals Creating and customizing charts 30 mins

7. Printing & Exporting Printing setup and saving as PDF 10 mins

Training Content

1. Introduction

• Objective: Understand how Excel fits into daily office tasks.

• Activity: Discuss real-world scenarios where Excel is used.

2. Navigation and Basics

• Topics:

o Identifying rows, columns, and cells.

o Using keyboard shortcuts for navigation.

o Switching between multiple worksheets.

• Hands-On:

o Navigate a provided Excel workbook.


o Use shortcuts like Ctrl + Home and Ctrl + End.

3. Data Entry and Formatting

• Topics:

o Entering numbers, dates, and text.

o Applying borders, font styles, and colors.

o Adjusting column widths and freezing panes.

• Activity:

o Format a raw dataset for readability (e.g., applying bold headers, currency
formatting).

4. Formulas and Functions

• Topics:

o Writing basic formulas (=SUM, =AVERAGE).

o Using IF, VLOOKUP, and absolute references.

o Understanding error messages (#VALUE!, #REF!).

• Activity:

o Calculate total sales, averages, and commission using formulas in a sample


dataset.

5. Data Management

• Topics:

o Sorting and filtering data.

o Applying data validation for dropdowns.

o Removing duplicates from a dataset.

• Activity:

o Create filters to view specific regions' sales data and validate inputs for a form.

6. Charts and Visualizations

• Topics:
o Creating bar, line, and pie charts.

o Customizing chart titles, axes, and colors.

o Using conditional formatting.

• Activity:

o Visualize sales trends using charts and highlight top-performing regions with
conditional formatting.

7. Printing and Exporting

• Topics:

o Setting up print areas.

o Adjusting page layout (margins, orientation).

o Printing to PDF:

1. Go to File > Print.

2. Select "Microsoft Print to PDF" as the printer.

3. Save the file to a chosen location.

o Adding headers, footers, and page numbers.

• Activity:

o Save the formatted sales report as a PDF.

8. Practice Activities

• Scenario-Based Tasks:

o Format and analyze a provided sales dataset.

o Create a summary report with formulas, a chart, and save it as a PDF.

• Group Discussion: Share strategies and challenges faced during activities.

9. Conclusion

• Recap:

o Quick quiz or review of key concepts.

o Share additional resources (e.g., Excel cheat sheets, video tutorials).


• Feedback:

o Collect feedback on the session.

Materials Needed

• Training Workbook: An Excel file with practice datasets and tasks.

• Reference Guide: A one-page PDF summarizing Excel shortcuts and basic functions.

• Quiz: A set of multiple-choice or practical questions to assess understanding.

• Projector/Screen: For demonstrations (if in-person).

• Videos: Short tutorials for key tasks, like printing to PDF.

Key Takeaways

This module will ensure participants can:

1. Efficiently handle data entry, formatting, and basic calculations.

2. Manage and visualize data with tables and charts.

3. Export professional-looking reports in PDF format.

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