Microsoft Excel Training Part 1 – Introduction to Excel

Microsoft Excel Training Part 1 – Introduction to Excel

Microsoft Excel is one of the most used software programs in the world with over 750 million installations worldwide and knowledge of Excel is considered a required skill for many jobs. It is now considered the industry standard for creating spreadsheets and has desktop (PC and Mac), mobile and cloud versions of the program.

Excel is used for everything from personal and company financial data, stock market analysis, storage of names and addresses and student grades, to advanced statistics and scientific work.

Within my own office I use Excel primarily for budgets and for calculating the landed cost of goods and final sales prices after mark-ups.
Some of my clients use Excel as their primary accounting system in lieu of software programs such as Intuit QuickBooks.

During this course we’ll go through all of the basics including formatting, formulas, charts and graphs, and then move onto more advanced topics such as macro programming and Pivot Tables in later lessons.

The course will be centred on a person who is starting a small home business and is using Microsoft Excel as the primary tool for his financial transactions. As a new business owner he will need to start with budget and revenue projections. We’ll continue the course with recording payments and receipts and creating a Chart of Accounts as well as other functions such as working out compounded interest on business loans, reconciling bank accounts, importing names and addresses from email services, paying employees and many other functions that business owners would need.

Let’s start our first Excel project by opening the Excel program. On Windows 7 and earlier click on the start button and click All Programs and look for the Microsoft Office folder. Within that folder you should see an icon for Microsoft Excel. You can click on that icon to open the program.

If you’d like to make it a little easier to start the Excel program in the future you can click on the Excel icon and choose the option to Pin to Start Menu and right-click again and choose the option to Pin to Taskbar.

It will now appear on your taskbar and start menu and will be more conveniently located to launch in the future.

Pin to Windows 7 taskbar and start menu
Pin to Windows 7 taskbar and start menu

If you’re using Windows 8 or Windows 8.1 just start typing Excel from the Windows start menu and Microsoft Excel should appear in the right hand corner of your screen and you can click on it to open the program.

Pin to Windows 8 taskbar and start menu
Pin to Windows 8 taskbar and start menu

When you start Microsoft Excel for the first time you may be prompted to enter a product key or an email address associated with the purchase of the software. This is because most computer which have Microsoft Office pre-installed only include a trial version. You should be able to use the trial version to follow the tutorial or you can use Excel sheets in Microsoft Office Online to follow along.

part 2 – Basics of Excel