Microsoft Excel Essentials
What you will be able to do afterwards
Almost nobody is taught Excel. They are handed a spreadsheet on their second week in a job, told what to click, and everything after that is guesswork and colleagues. It works, in the sense that the numbers usually come out, but it leaves people quietly nervous about a program they use every day.
This day fixes that. Not by making you an expert, but by giving you the underlying picture, so that when Excel does something unexpected you have a reasonable idea why.
Why learn it with us rather than free
There is a great deal of free Excel content and some of it is very good. What it cannot do is watch you work. Most beginners are not held back by not knowing a feature exists, they are held back by one or two small misunderstandings that quietly break everything downstream, and those are almost impossible to diagnose on your own. A day in a small group with a trainer looking over your shoulder catches those in the first hour.
It also gives you a person to ask a fortnight later, when the spreadsheet you built at work does something you did not expect.
What the day covers
Five modules across one day, with hands-on practice in every one. The order matters: each module leans on the one before it, which is why we do not start with formulas even though that is what most people came for.
Teaching accounts for roughly half the day. The other half is you working in Excel, with the trainer available.
Getting to know Excel
This module focuses on orientation and confidence. You will learn how Excel is structured and how to move around it efficiently.
Formatting spreadsheets
Here you will focus on making spreadsheets readable and professional without damaging the underlying data.
Formulas and functions
This module removes the fear around formulas by explaining how they work and how to use them safely.
Working with data
You will learn how to organise data so it is easy to work with and analyse.
Printing and sharing
The final module ensures you can share your work confidently.
Who this course is for
A good fit if you are
Not the right course if
Prerequisites: none. You need to be comfortable using a computer, a keyboard and a mouse, and able to open and save files. No Excel experience is assumed at all, and no maths beyond adding and dividing. If you are not sure whether you should be on Essentials or Intermediate, tell us what you can already do and we will tell you honestly. Booking the wrong level wastes your day, and we would rather move you than take the money.
What is included
About the hands-on time
Roughly half the day is you working in Excel rather than watching someone else work in Excel. That ratio is deliberate for a beginner course. Watching a formula being written is not the same skill as writing one, and the gap between the two only shows up when you are back at your desk on your own.
Online delegates need a second screen or a device to watch the session on while working in Excel. One laptop screen split between the trainer’s demonstration and your own workbook makes for a frustrating day, and we would rather tell you that in advance than on the morning.
Three ways to take it
Online
Live with a real trainer and a small group, scheduled regularly. Same trainer, same exercises and same courseware as the classroom. £249 per person excluding VAT, or three interest-free instalments of £99.60 with Klarna.
In person
Small cohorts at our UK training venues, on machines set up and ready, which suits people who would rather not wrestle with their own laptop while learning something new. Price on request confirm before publishing
Onsite / closed
At your offices, using your own version of Excel and, if you want, your own spreadsheets as the examples. For a beginner course this is often the strongest option, because a team that learns the same habits on the same day stops producing five different versions of the same report. Best value for four or more. Ask for a quote.
Self-paced (Launching soon)
On-demand modules to work through at your own pace. Register your interest and we will let you know when it goes live.
What it costs to not do it
Excel is the piece of software almost every organisation depends on and almost none of them train anyone in. It is treated as a thing people simply have, like the ability to use a phone, and so the cost of people not really having it never appears on anyone’s budget line.
It appears everywhere else. Someone spends an afternoon retyping figures that could have been sorted in ten seconds, because the data is laid out in a way that will not sort. A report goes to a client with the columns cut off, because nobody knew about print areas. A number is wrong for three months because a formula was copied down and the reference moved, and nobody could read the formula well enough to notice. A capable person avoids a task, or a promotion, because it involves spreadsheets and they have decided they are not a spreadsheet person.
None of that is a technology problem, and buying anything new will not fix it. One day and a couple of hundred pounds per person will, and for a skill somebody will use every working day for the rest of their career, that tends to pay for itself within the first month.
Most people are not bad at Excel. They were never shown it.
Here is what we see arriving on the morning of a beginner course, and what tends to have changed by the end of the day. If the left-hand column looks familiar, you are in exactly the right place, and you are in the majority.
How it usually looks
How it looks by five o’clock
If you recognise the left-hand column but you also already use PivotTables and VLOOKUP, you are probably an Intermediate delegate with a couple of gaps rather than a beginner. Ask us, and we will help you pick.
Julie’s passion for Excel shone through with humour and practical approaches for ‘real life’ use.
The course ends. The support does not.
Fundamentals courses have a particular afterlife. You go back to work, someone asks you a question because you are now the person who did the training, and you need a second opinion fast.
Trainer email support
Email our support team with the questions that come up as you apply it to your own reports. Not a ticket queue, and not a chatbot. The people who teach you, answering the thing you are actually stuck on.
The learner community
A private community for people who have trained with us, with a board for each technology. Ask questions, read what others have hit, and get answers from our trainers and other delegates. Your access does not expire when the three months do.
Where this fits
The Excel learning pathway
Three courses, in order. Most people take Essentials and Intermediate a few weeks apart, then come back for Advanced when they have a reason to.
Excel Essentials
Structure, navigation, formatting, your first formulas, sorting and filtering, and printing. The foundation everything else is built on. No prerequisites at all.
Excel Intermediate
Where Excel starts to save you real time: lookups, logical functions, named ranges, tables and charts that update themselves.
Others in Microsoft Office
Microsoft PowerPoint Intermediate
Master the Art of Engaging and Professional Slides with Our PowerPoint Intermediate Course! 1 Day…
Microsoft PowerPoint Foundation
Microsoft PowerPoint Foundation 1 Day Beginner Classroom / Virtual Instructor Led / Private Microsoft Office…
Microsoft Excel Intermediate
EX-201 · Microsoft Excel Microsoft Excel Intermediate One day to stop doing things the…
Ask before you book
Tell us what you are actually trying to work out. If PL-900 is right we will say so, and if you would get more from a hands-on course or from a conversation with our consultancy team, we will say that instead.
Onsite & closed courses
For three or more people, onsite is usually better value, and we can use your own data and the reports your team actually needs to build.
Not sure which Excel course is right, or want it for your team?
These are the two conversations we have most often. One is someone working out whether they are an Essentials delegate or an Intermediate one. The other is someone with six, twelve or thirty people to train, asking what a private course would look like.
Both start the same way. Tell us where you are and a trainer will come back to you, usually the same working day.
If Essentials is right for you, we will say so. If you would be bored by it and should be on Intermediate, we will say that instead, even though it is the same money to us and a wasted day to you.
Prefer to talk? Call +44 121 269 8660
What you get that you will not get everywhere
Small groups, real practice
Half the day is you in Excel, not watching a screen share. Beginner Excel is a doing skill, and it does not transfer from watching.
Trainers who use it for real
Our trainers spend the rest of the week building and fixing spreadsheets for clients. When you ask why yours is broken, you get an answer from experience.
Real prices, published
Every course shows its price and what is included. No “contact us for pricing”, no surprises.
We say when not to book
If you are past this level, we will move you to Intermediate rather than take your money for a day you will find slow.
Julie’s passion for Excel shone through with humour and practical approaches for ‘real life’ use.
Julie made sure that she took time to explain things over and over until we understood.
Good pace, clear explanations and delivery style, very knowledgeable and personable too.
I came away from this course with new knowledge of useful short cuts to basic functions and a renewed liking of Excel!
Read before you book
Teams we have trained
Upcoming dates
|
Oct
20
|
Microsoft Excel EssentialsLive Online 09:00 – 17:00 |
£249.00 |
|
Nov
10
|
Microsoft Excel EssentialsLive Online 09:00 – 17:00 |
£249.00 |
|
Dec
01
|
Microsoft Excel EssentialsLive Online 09:00 – 17:00 |
£249.00 |
|
Oct
20
|
Microsoft Excel EssentialsLive Online 09:00 – 17:00 |
£249.00 |
|
Nov
10
|
Microsoft Excel EssentialsLive Online 09:00 – 17:00 |
£249.00 |
|
Dec
01
|
Microsoft Excel EssentialsLive Online 09:00 – 17:00 |
£249.00 |








