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Excel Beginners Guide

This document provides an overview of a Microsoft Excel training session. The trainer has over 11 years of experience in financial roles. The training will take place at R.S. Professional Academy in Indore, India and cover Excel basics like workbooks, spreadsheets, cells, formulas, and functions. It will explain common uses of Excel like budgets, invoices, project tracking, and financial calculations. The session aims to help professionals use Excel skills in their work.

Uploaded by

MAYANK JAIN
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129 views13 pages

Excel Beginners Guide

This document provides an overview of a Microsoft Excel training session. The trainer has over 11 years of experience in financial roles. The training will take place at R.S. Professional Academy in Indore, India and cover Excel basics like workbooks, spreadsheets, cells, formulas, and functions. It will explain common uses of Excel like budgets, invoices, project tracking, and financial calculations. The session aims to help professionals use Excel skills in their work.

Uploaded by

MAYANK JAIN
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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CA Mayank Jain / June 22, 2019/ 45 minutes

VENUE-R.S. PROFESSIONAL ACADEMY, INDORE


ABOUT THE TRAINER

Well trained professional with more than 11 Years


experience across various financial functions in
several industries.
Experience ranging from financial to management
positions in automotive industry for over past 10 years

Travelled across nation to get hands on exposure to


world wide practices in accounting & financial Field

Started training Excel after sensing the need of


MAYANK JAIN knowledge sharing in corporate field for fresh
ACA, B.Com professionals to face the challenging competitive
Accounts Faculty world
Unit Finance Head in UK
Based MNC

MS Excel Trainer
MICROSOFT EXCEL BACKGROUND

Microsoft Excel has been around for decades and many have used it
since its release. But there are still others who are just now starting to use it.
Whether for work, school, or personal use, it can be a little intimidating
when you first begin.

Are you
using it
???
WHAT IS MICROSOFT EXCEL?
In the simplest of terms, Excel is a spreadsheet application. It uses grids of
cells within columns and rows to manipulate, organize, and perform
calculations with data. You can use pivot tables, charts, formulas, and
functions in a variety of ways.
GENERAL USES FOR EXCEL
 Budgets for household or business finances

 Invoices and receipts

 Tracking for projects, client and customers, and health records

 Planners and calendars

 Checklists and task lists

 Financial, loan, debt, and mortgage calculations

 Inventory management

The list goes on with the many uses for Excel. So, whatever you plan to use
it for, let’s look at a few of the terms you will need to know.
BASIC EXCEL TERMS YOU SHOULD
KNOW
Workbook and Spreadsheet

Cell
Formulas and Functions

The Excel Tabs and Ribbon


HERE IS A BRIEF EXPLANATION OF WHAT EACH ONE IS FOR
AND WHICH BUTTON SECTIONS YOU CAN SEE.

Here is a brief explanation of what each one is for and which button sections
you can see.
File: Create a new workbook, open an existing one, save, print, and share
books and sheets.
Home: Ctrl the clipboard, font, alignment, numbers, style, cells, and editing.
Insert: Insert tables, charts, illustrations, filters, and links.
Draw: Use drawing tools such as a lasso selection, eraser, pen, and highlighter.
Page Layout: Adjust the spreadsheet theme, page setup, scale-to-fit, and
sheet options.
Formulas: Pick a formula, function from the library, and perform formula
auditing.
Data: Get and transform data, view queries and connections, sort, filter, and
use data tools.
Review: Use tools for proofreading, accessibility, language, and comments.
View: Change the workbook view, items to show, zoom in or out, and work
with windows.
THE QUICK ACCESS TOOLBAR
START WITH AN EXCEL TEMPLATE
Built-In Excel Templates

To view options within Excel, click File > New. You will then see a number of
featured templates you can use, categories you can pick from, and a
search box if you want something specific.

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