Microsoft Excel for Workplace Data Management and Reporting Online (E-learning)
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Use Excel with More Confidence for Everyday Data and Reports
This beginner-level online course gives a step-by-step introduction to Microsoft Excel in the workplace, from navigating spreadsheets and managing data to using formulas, building reports and producing business documents. It focuses on real workplace applications rather than theory alone.
No prior Excel knowledge is needed. The course also covers spreadsheet accuracy, version control and GDPR principles for workplace data.
Who Is This Course For?
- Beginners and people with limited Excel experience
- Administration and HR staff
- Finance staff
- Healthcare, education and retail staff
- Customer service, construction and management roles
- Anyone who uses spreadsheets at work
Delivery Method
Online e-learning, self-paced, with about 2 hours of video. Study on desktop or mobile, with lifetime access.
What the Course Covers
- Excel basics – the Excel interface, workbooks, worksheets, rows, columns and cells
- Managing data – entering, editing and organising data, sorting and filtering records, and professional formatting
- Formulas and functions – totals, averages, percentages and counts, including SUM, AVERAGE, COUNTA, IF, SUMIF, COUNTIF, MIN, MAX and TODAY
- Reports and KPIs – building workplace reports and KPI tracking spreadsheets
- Charts – producing charts and visual reports for management
- Accuracy and file management – validation and auditing, file management and version control
- GDPR awareness – GDPR principles relevant to workplace spreadsheets and data security
Learning Outcomes
By the end of the course, learners will be able to:
- Work efficiently across workbooks and worksheets
- Structure, sort and filter business data
- Apply common formulas to calculate business metrics
- Create charts and reports to support decisions
- Apply quality control and version control to spreadsheets
- Follow GDPR awareness principles when handling workplace data
Assessment and Certification
The course includes a final assessment. Learners receive a Certificate of Completion. The course carries 3 CPD points.
FAQ
Is this Excel course suitable for beginners?
Yes. It is designed for beginners and those with limited Excel experience, and needs no prior knowledge.
Which formulas does the course cover?
Formulas and functions including SUM, AVERAGE, COUNTA, IF, SUMIF, COUNTIF, MIN, MAX and TODAY.
Does it cover reports and KPIs?
Yes. It covers building reports, analysing workplace data and creating KPI tracking spreadsheets.
Does the course cover GDPR?
Yes. It covers GDPR principles relevant to workplace spreadsheets and data security.
How long does the course take?
There is about 2 hours of video, and you can study at your own pace on desktop or mobile.
Does the course carry CPD points?
Yes. It carries 3 CPD points, and learners receive a Certificate of Completion.
Related Content
On completion, learners receive a digital certificate from TrainifyHUB with a unique verification code. Any CPD points for the course are shown in the course description
All you need to complete our e-learning courses is a computer, tablet or smartphone and an internet connection.
E-learning is flexible, efficient, and cost-effective, meaning you can progress through the modules at your own pace, at your own time to fit the training in around your work and personal life.
Short online courses also help employers to demonstrate that they have fulfilled their legal duties to ensure their personnel have been adequately trained.
Once the courses have been completed, a confirmation of results can be saved or printed as evidence. This can then be kept on record as evidence of suitable training.
You will instantly receive a confirmation email with your order details and your course login details will follow within one business working day.
Please note that course bookings can not be processed outside of normal working hours, over weekends or on bank holidays and will be processed the next business working day.
TrainifyHUB is a London-based online training provider and the trading name of SL Brothers Ltd. Its self-paced courses cover health and social care, construction site safety awareness, compliance and workplace skills.
Envico is working in association with TrainifyHUB and is not accredited by or associated with any examination bodies, awarding bodies, institutions or organisations in any way whatsoever.