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Training plan · Office Productivity · Beginner

Excel Beginner

Intensive 3-day training for beginners. Data entry, essential formulas, conditional formatting, charts, data management with intensive practical work.

Duration

3 jours (21h)

Format

On-site

Prerequisites

None (mouse and keyboard basics)

Audience

Beginners, assistants, junior accountants

1

Day 1 — Getting Started & Data Entry

1j
  • Interface: workbook, sheets, cells, tabs, ribbon, formula bar
  • Data entry: text, numbers, dates, times, custom formats
  • Selections: ranges, rows/columns, non-adjacent cells, named ranges
  • Move and copy: drag-and-drop, copy-paste, paste special
  • Fill handle: linear series, dates, days, times, custom lists
  • Rows/columns: insert, delete, height, width, hide
  • Intensive lab 1: create an order entry sheet with 500 rows, formats and dropdowns
2

Day 1 — Essential Formulas

  • Formulas: syntax, operators (+, -, *, /, %, ^), order of operations
  • References: relative, absolute ($), mixed, across sheets, across workbooks
  • SUM, AVERAGE, MIN, MAX, COUNT, COUNTA, COUNTIF
  • IF: simple condition, nested IF, IF with AND/OR
  • SUMIF, SUMIFS, AVERAGEIF, AVERAGEIFS
  • Error handling: IFERROR, ISNA, error types
  • Intensive lab 2: build a budget tracking sheet with 15 different formulas
3

Day 2 — Formatting & Visualization

1j
  • Formatting: font, alignment, borders, colors, custom number formats
  • Conditional formatting: cell rules, top/bottom, data bars, icon sets
  • Charts: column, line, pie, bar, area
  • Chart customization: titles, legends, axes, labels, colors
  • Sparklines: line, column, win/loss
  • Intensive lab 3: create a sales dashboard with 4 charts and conditional formatting
4

Day 2 — Data Management

  • Sort: simple, multi-criteria, custom list sort
  • Filter: auto, text, numbers, dates, colors, advanced
  • Data validation: dropdown lists, dates, length, messages
  • Remove duplicates: columns, ranges, consolidation
  • Outline and group: create outlines, grouping, subtotals
  • Intensive lab 4: clean and organize a 1000-row customer database
5

Day 3 — Intensive Practical Projects

0,5j
  • Project A: create an inventory tracking system with restock alerts
  • Project B: build an HR dashboard (headcount, absences, seniority) with charts
  • Project C: build a quote calculator with VAT, discounts and margins
6

Day 3 — Assessment & Certification

0,5j
  • Real scenario: produce a complete report with formulas, charts and formatting
  • Validation quiz: 40 questions on formulas, formatting and data management
  • Excel Beginner certificate with skills grid
  • Progression plan toward Intermediate level

This plan is customizable

Perfect for teams just starting out. Exercises adapted to your sector (sales, HR, accounting).

1