Microsoft Tools · MIC-29

Basic Microsoft Excel for Microsoft 365

Basic Microsoft Excel for Microsoft 365 is a beginner course in using Excel for calculation and summarising data, from entering and formatting data and writing formulas and functions, including XLOOKUP, to building charts and summarising with PivotTables. It suits staff who use Excel in everyday work, administrative and accounts teams, and people moving up from older versions of Excel.

Updated
From 5,310 THB / person 5,900 −10% excl. VAT 7% · group rates available
PDFDownload the course outline
  • Duration12 hours · 2 days
  • FormatOnsite / live online
  • Next roundOn request
  • CertificateIncluded

Course overview

Excel is used in almost every job, from keeping lists and working out expenses to summarising monthly sales, yet many users still retype figures by hand, copy formulas that give wrong results or spend too long setting up pages for printing. Getting the foundations right from the start, storing data as tables, writing formulas and choosing the right functions, makes work faster, cuts mistakes and makes it easy to move on to data analysis.

This course starts with the Excel window, managing files and saving to OneDrive, entering data with AutoFill and Flash Fill, and formatting, then moves on to formulas, relative and absolute cell references, basic functions, conditional functions and XLOOKUP. Learners then organise data as Excel tables, sort and filter, highlight data with conditional formatting, build charts, summarise with PivotTables and slicers, and prepare files for printing and sharing, finishing with a workshop that produces a sales summary report. It works with both Excel in Microsoft 365 and Excel 2024. (2 days, 6 hours per day, 12 hours in total, Beginner level.)

What you’ll gain

  • Use the Excel window, manage workbooks and worksheets, and save files in suitable formats
  • Enter and edit data quickly with AutoFill and Flash Fill
  • Write formulas and use relative, absolute and mixed cell references correctly
  • Use basic functions, conditional functions and XLOOKUP for everyday tasks
  • Organise data as Excel tables, then sort, filter and highlight it with conditional formatting
  • Build charts and summarise data with PivotTables and slicers
  • Set up pages for printing, protect worksheets and share files for others to work on

Who this course is for

  • Staff in any department who use Excel in everyday work and want sound foundations
  • Administrative, accounts, HR and sales staff who produce regular figures and reports
  • People who used older versions of Excel and want to move to Excel in Microsoft 365
  • Teachers, lecturers and students who want to use Excel confidently

Prerequisites

  • Able to use a computer and Windows, such as opening programs and managing files
  • No previous Excel experience is required, although some use of an older version will help you learn faster
  • A laptop with Excel from Microsoft 365 or Excel 2024 (Windows is recommended; macOS works but some screens differ)

Curriculum

Course Details

This is the 2026 edition of the Basic Microsoft Excel 2016/2019 course. It runs for 2 days, 6 hours per day (12 hours in total, 09:00-16:00), as lectures with labs built on sample office files, at Beginner level. The content has been rewritten for Excel in Microsoft 365 and Excel 2024, adding AutoSave with OneDrive, Flash Fill, IFS, XLOOKUP, Excel tables, data validation and file sharing, while advanced analysis continues in the Advanced Microsoft Excel for Microsoft 365 course. Learners use their own or their company's copy of Excel. They take home the course handbook, sample files with answers, and the report they build in the workshop.

Day 1 Entering Data, Formatting and Writing Correct Formulas

Section 1: Lab: The Excel Window and Managing Files

  • The ribbon, Quick Access Toolbar, formula bar, status bar and worksheet views
  • Create, open and save files, AutoSave with OneDrive, and version history
  • The .xlsx, .xlsm and .csv file formats, and saving as PDF
  • Lab: create a new workbook, save it to OneDrive and restore an earlier version

Section 2: Lab: Entering and Editing Data Quickly

  • Cell data types: text, numbers, dates and times
  • AutoFill, custom lists and Flash Fill for splitting or combining text
  • Insert, delete, move and copy cells, rows, columns and worksheets
  • Lab: prepare a staff list by splitting first and last names with Flash Fill

Section 3: Lab: Formatting Worksheets

  • Number formats: numbers, currency, percentages and Thai date formats
  • Fonts, alignment, Wrap Text, Merge, and Center Across Selection
  • Borders, fill colours, cell styles and the Format Painter
  • Freeze Panes, and adjusting column widths and row heights
  • Lab: format a monthly expenses table so it is easy to read

Section 4: Lab: Formulas and Cell References

  • Arithmetic operators, order of calculation and quick totals on the status bar
  • Relative, absolute and mixed references with the F4 key
  • References across worksheets, and named ranges
  • The #DIV/0!, #VALUE!, #REF! and #N/A errors and how to fix them
  • Lab: calculate totals with VAT and discounts from rates kept in a single cell

Section 5: Lab: Everyday Basic Functions

  • Function structure, Insert Function and formula auto-complete
  • SUM, AVERAGE, MIN, MAX, COUNT and COUNTA
  • ROUND, TODAY and the text functions TRIM, LEFT and TEXT
  • Lab: summarise sales by branch with basic functions

Section 6: Lab: Conditional Functions and Looking Up Data

  • IF and IFS for grading or grouping by condition
  • COUNTIF, COUNTIFS, SUMIF and SUMIFS
  • XLOOKUP to fetch product names and prices from a code, replacing the older VLOOKUP approach
  • Lab: build a quotation that fills in product details automatically from the code
Day 2 Managing, Analysing and Presenting Data

Section 7: Lab: Excel Tables and Managing Data

  • Keep one row per record, then convert the data to an Excel table with a Total Row
  • Multi-level sorting, filters and Remove Duplicates
  • Data validation drop-down lists that prevent typing errors
  • Lab: turn sales data into a table and filter it by branch and month

Section 8: Lab: Highlighting Data with Conditional Formatting

  • Highlight Cells Rules and Top/Bottom Rules
  • Data bars, colour scales and icon sets
  • Formula-based rules, and managing rules with Manage Rules
  • Lab: highlight products below target and items close to their due date

Section 9: Lab: Charts and Sparklines

  • Choosing a chart that suits the data: column, bar, line, pie and combo
  • Recommended Charts, chart elements and formatting that communicates clearly
  • Sparklines that show trends inside cells
  • Lab: build a chart comparing monthly sales with targets

Section 10: Lab: Summarising Data with PivotTables

  • Create a PivotTable from an Excel table and place fields in Rows, Columns and Values
  • Change the summary to Sum, Count or Average and group dates by month
  • Slicers, PivotCharts and refreshing when new data is added
  • Lab: summarise sales by branch, product category and month

Section 11: Lab: Printing, Protecting and Sharing Files

  • Page Break Preview, print areas, print titles, headers and footers
  • Protect Sheet to lock formulas, and Protect Workbook
  • Share files from OneDrive, comments and editing together at the same time
  • Lab: prepare a report for printing and share it with the team for comments

Section 12: Workshop: A Sales Summary Report

  • Workshop: import sales data from a CSV file and organise it as an Excel table
  • Calculate totals, commission and status against target with formulas and functions
  • Summarise with a PivotTable, slicers and charts, highlighting the key figures
  • Set up printing, protect the formulas and save as PDF for your manager

Schedule & training options

For individuals — public rounds

No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770

For organisations — in-house / private

  • Tailor the content to your team’s tools and projects
  • Your dates, at your office or live online
  • Quotation with tax ID for procurement
Corporate training quote

Instructors

Frequently asked questions

What is a PivotTable in Excel, and how do you create one?

A PivotTable summarises large amounts of data into a summary table in a few clicks, such as sales by branch and month, without writing formulas. Organise the data as an Excel table first, then go to Insert and choose PivotTable, and drag fields into Rows, Columns and Values. You can change the summary to a sum, count or average, add slicers for button-style filtering, and click Refresh when new data arrives.

What is the difference between relative and absolute cell references in Excel?

A relative reference such as A1 shifts when you copy the formula to another cell, which suits repeating the same calculation row by row. An absolute reference such as $A$1 always points to the same cell, which suits fixed values such as a VAT or discount rate kept in one cell. Mixed references lock only the row or the column, and pressing F4 while writing a formula switches between the styles.

How is XLOOKUP different from VLOOKUP, and which should you use?

XLOOKUP searches any column and can return a value from a column on either side. It does an exact match by default and lets you set the text shown when nothing is found, all in one function. VLOOKUP needs the lookup column to be leftmost and a column number that breaks easily when columns are inserted. In Excel in Microsoft 365 or Excel 2024, use XLOOKUP as your main lookup, but be able to read VLOOKUP in existing files.

Who is the Basic Microsoft Excel for Microsoft 365 course for, and what should I know beforehand?

It suits staff in any department who use Excel in everyday work, administrative, accounts, HR and sales staff, people moving up from older versions of Excel, and teachers, lecturers and students. You only need to be able to use a computer and Windows; no previous Excel experience is required. Bring a laptop with Excel from Microsoft 365 or Excel 2024.

What will I be able to do after the Basic Microsoft Excel for Microsoft 365 course?

You will be able to enter and format data quickly, write formulas with correct cell references, use functions such as SUMIFS, IFS and XLOOKUP, organise data as Excel tables, highlight it with conditional formatting, build charts, summarise with PivotTables and slicers, and prepare files for printing and sharing. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.

Can the Basic Microsoft Excel for Microsoft 365 course be run in-house for our team?

Yes. It can be run in-house for your team, with examples adapted to your own work, such as using your department's real report layouts or data files as the workshop brief. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.

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