Basic To Advanced Excel Session 1
Basic To Advanced Excel Session 1
Basic to Advanced
- by Nikhil
Meet the trainer
Nikhil Rachur
Trainer
Introduction:
Session 1
In today’s session, we’re going to dive into the fundamentals of Microsoft Excel, a powerful tool that goes
far beyond simple spreadsheets. Whether you're new to Excel or looking to build on your skills, this
training is designed to help you unlock its full potential.
Throughout this course, we’ll cover everything from understanding the basics of the Excel interface to
learning essential formulas, data management techniques, and creating charts for data visualization. Our
goal is to give you hands-on experience and practical tools that you can apply immediately in your work.
Excel can transform how you manage, analyze, and visualize data, so let’s get started and see what it
can do!
1.Introduction to
Excel
Objectives:
•Get familiar with the Excel interface and
basic navigation.
•Understand the structure of workbooks,
worksheets, and cells.
•Learn about data types in Excel and their
uses.
Workbooks, Worksheets, and
Cells
Excel’s Structure: Cell Content Types
•Workbook: The main Excel •Text: Labels or descriptions
file, which can contain (e.g., names, categories).
multiple sheets (or tabs). •Numbers: Values used in
•Worksheet: A single tab or calculations.
“page” within the workbook. •Formulas: Start with = to
•Cells: The basic unit in perform calculations.
Excel where data is entered,
identified by column and
row (e.g., A1).
Basic Navigation and
Shortcuts
Navigation Tips: Essential Shortcuts:
•Moving between cells: Use •Ctrl + C / Ctrl + V:
arrow keys or click directly Copy/Paste
on a cell. •Ctrl + Z / Ctrl + Y:
•Quick Cell Selection: Click Undo/Redo
and drag to select multiple •Ctrl + Home: Go to the
cells or use Ctrl + Shift + start of the worksheet (A1)
Arrow to select a range. •Ctrl + End: Jump to the last
•Navigating sheets: Use the cell in use
sheet tabs at the bottom.
Introduction to
Data Types
Numbers
• Use currency, percentage, or decimal formats.
Dates
• Customize format from Date options (short date,
long date).
2.Basic Functions and
Formulas
Objectives:
By the end of this module, you will
understand the fundamentals of Excel
formulas and functions, enabling them to
perform basic calculations, summarize data,
and utilize essential tools like AutoSum. They
will also gain a foundational knowledge of
cell references, including relative and
absolute references, to create more efficient
and adaptable spreadsheets.
Introduction to Formulas and
Functions
Formulas:
• Equations that perform calculations or operations on data.
• Ex: Addition, Subtraction, Division
Functions:
• Predefined formulas in Excel for specific tasks (e.g., summing
numbers).
• Sum, Average, MIN, MAX
Importance:
• Streamline calculations, automate data analysis, and improve
accuracy.
Basic Math Operations
Key Functions:
• SUM: Adds up selected cells.
• AVERAGE: Finds the mean of selected cells.
• MIN: Identifies the smallest value in a range.
• MAX: Identifies the largest value in a range.
Total Monthly Expenses (SUM): Use =SUM(B2:B6) for January’s total and drag across to calculate for
other months.
Average Monthly Expense (AVERAGE): Calculate =AVERAGE(B2:B6) to find the average for each month.
Highest Expense Category (MAX): =MAX(B2:B6) to find the maximum expense in January and repeat for
other months.
Lowest Expense Category (MIN): =MIN(B2:B6) for minimum expense
Using the AutoSum Feature
How to Use:
1. Select the cell below or beside your data.
2. Click "AutoSum" in the toolbar.
3. AutoSum suggests a range; adjust if needed,
then press Enter.
Exercise:
•Create a new workbook and label worksheets.