Introduction to Excel

New to Excel? This one-day course is the perfect starting point. Whether you have never had training or you have just picked things up on the job, we will guide you through the essentials in a friendly, non-judgemental way.

You will leave with more confidence, less frustration, and practical skills you can use straight away.

Course overview

This one-day course introduces you to Excel in a calm, supportive environment. You will learn how to navigate the interface, enter and edit data, format spreadsheets to make them easier to read, and use simple formulas and functions. Perfect if Excel has ever made you feel unsure or overwhelmed.

Why take this course?

  • Build confidence using Excel from the ground up
  • Understand how spreadsheets work and what you can do with them
  • Learn basic formulas like SUM and AVERAGE
  • Format your spreadsheets to look clear and professional
  • Reduce time spent guessing or Googling how to do things
  • Gain real independence using Excel day-to-day

Who is this course for?

  • You are new to Excel or have limited experience
  • You find spreadsheets confusing or intimidating
  • You are self-taught and ready for a solid foundation
  • You want a supportive environment with no assumptions
  • You need to use Excel more confidently in your current role
  • You want to stop feeling like everyone else ‘just knows’

Which Excel course is right for you?

Making sure you’ve booked the right course isn’t always easy. Luckily we have a handy survey to help you decide. And if you’re still unsure, call our friendly team on 020 7375 7300 and we’ll help you work out what you need.

Take our Excel survey

Duration

1 day

Classroom size

8 approx.

Location

Online | Classroom

Certificate

CPD Certified

Experience

Beginner

What you will learn

  • Navigate the Excel interface with confidence
  • Enter and edit data accurately
  • Format spreadsheets for clarity with borders, shading, alignment, etc
  • Create basic formulas and use functions like SUM and AVERAGE
  • Understand Absolute and relative cell references
  • Use autofill and shortcuts to save time
  • Set up spreadsheets that are easier to use and share

How much does it cost?

Option 1

Standard

Standard course rate

£315

per person (+VAT)

Option 2

Public Sector

Discounted rate for public sector organisations, eg. councils

£265

per person (+VAT)

Option 3

Charity

Charities with 31+ staff

£210

per person (+VAT)

Group Training

If you have three or more learners, We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy’s HQ in Aldgate, Central London.

Course timetable

This course will be taught in the latest version of the software. We can train this in older versions if needed – please get in touch for more information and availability.

Getting Started and Formulas

  • Good Spreadsheet Design (Navigating your way around the Excel Screen)
  • Mouse Shapes and Selection techniques
  • Creating a spreadsheet (entering text, numbers and dates)
  • Mathematical Operators (+,-,*,/)
  • Using the Sum feature
  • Copying Formulae with Autofill
  • Other Basic Functions e.g., Average, Min, Max
  • Formatting a Spreadsheet (e.g. number formatting, wrap text, merge cells, alignment, colour, inserting and deleting rows and columns)
  • Inserting Notes (aka Comments)
  • Saving, Closing and Opening a workbook

Working with Long Lists of Data (Databases)

  • Arranging Data Best Practices
  • Freeze Panes
  • Find and Replace
  • Flash Fill
  • Print Preview Page Setup Options e.g., Orientation, Headers and Footers
  • Converting to PDF
  • Sorting
  • Filtering

Data Visualisation

  • Conditional Formatting
  • Quick Analysis (PC Only)
  • Identifying some different Chart Types
  • Creating a Chart in Excel
  • Working with different Chart Layouts and Styles
  • Sparklines

Book now

Date Availability Number of places
25 Sep 2025 10:00 AM - 4:45 PM 5 spaces left
30 Oct 2025 10:00 AM - 4:45 PM 6 spaces left
Date Availability Number of places
02 Sep 2025 9:30 AM - 3:30 PM 5 spaces left
23 Sep 2025 9:30 AM - 3:30 PM 7 spaces left

Please note that your booking is not secured until you checkout. All prices listed in the shopping cart are excluding VAT.

If you are booking at a discounted rate (for example, if you are from a charity), you will see this on the final stage of the shopping cart after you have set up your account or logged in. Discount codes can also be added on this final page.

Testimonials from Happy learners

Looking for private group training

If you have three or more learners, a private group training could be cheaper.

We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy’s HQ in Aldgate, Central London.

The Happy guarantee

We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please get in touch with our Customer Services team within 30 days of the course.

We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

Why choose Happy?

Because happiness works

Joy leads to success, every time,

Expert-led and hands-on

Our award-winning training isn’t just theoretical. It’s packed with practical tools you can use straight away.

B Corp certified and proud

We don’t just talk about impact — we live it. As a B Corp, we’re committed to making workplaces better for everyone.

Classroom or live online learning available

Both available for public and private dates.

The small print

For Live Online Interactive Learning sessions (webinars)

All learners will need to install Zoom on their machines. Full technical requirements are on the Zoom website. Your link will be included in your joining instructions once you have booked your place — if you haven’t received this email then please contact our team.

Learners should log into the session 10 minutes before the start time to ensure that they have downloaded and set up Zoom correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. Unfortunately you will be asked to leave and attend a different day if you arrive more than 15 minutes late for online sessions, and more than 30 minutes late for classroom sessions.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

For classroom sessions

All public classroom sessions take place at Happy’s HQ in London at Robert Dolan House, 9 Alie Street, London E1 8DE. Please see our Contact Us page for full directions and a PDF map.

The course will run from 10am to 4:45pm (lunch is served 1pm to 1:45pm — we offer a choice of 3 cold bowl dishes). Please be careful to arrive by 9:45am for registration and refreshments. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 30 minutes late you may be asked to leave and attend another day.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

FAQs

If you are a Mac user, please let us know when booking. If the course is held in the classroom at Happy, the training is held on PCs so we recommend that you bring your Macbook with you (we are not able to provide an additional monitor).

For online training, please let us know when booking and you can use your Mac as normal. 

We provide a PDF with shortcuts for Mac users and your trainer will refer to this throughout the training.

Our public course is designed for Windows users only due to the large differences between the Apple and Microsoft versions of Outlook. We can hold this as a private group session for Mac users — please get in touch for pricing and availability.

Our learning sessions are thoughtfully designed to be inclusive of all learners by accommodating a variety of learning styles and preferences. We recognise that individuals process and engage with information differently, so each session includes a range of practical exercises that allow participants to interact with the material in ways that best suit them. Whether through hands-on activities, visual aids, group discussions, or individual reflection, we strive to create a supportive and flexible learning environment where everyone can thrive. Learn more about ways that we can support your learning here.

If you are eligible for a discounted rate you will see this on the final stage of the shopping cart after you have either logged in or set up your account (if you are a new user). Discount codes can also be added on this final page. 

 

If you have any issues, get in touch with our friendly team for help.

For our public dates, if you give us at least 14 days’ notice, you can rebook on another date or cancel your place at no extra cost. For less than 14 days, there is a charge – please see our Terms and Conditions for full details. If a colleague can take your place, no extra fee applies (even if it’s at the last minute).

 

For private group bookings, there is no charge if you give us at least 28 days’ notice. Cancellations after this time will incur 100% of the cost of the course. Please speak to your Account Manager or email speak to our friendly team.

For our digital skills courses, we provide one PC per learner, so you do not need your laptop.

 

For all courses, we provide all supporting materials, such as manuals, pens, sticky notes and refreshments, so you don’t need to bring anything with you. 

 

Lunch is provided on full-day courses, but not on half-day courses.

We are based at Robert Dolan House, 9 Alie Street, London E1 8DE. We are just 5 minutes’ walk from Aldgate and Aldgate East.

 

Please see our Contact Us page for a map and directions, or search on Google Maps for Happy Ltd. [can this link jump down to the map/directions section under the form?]

 

For private group bookings, we can hold this course at Happy, inhouse at your workplace, or at a location of your choice, as long as you have a suitable space.



We accept all credit and debit cards through Stripe (including American Express). You can also pay by invoice, both for our public dates and private group bookings. Your invoice should be emailed to you at the time of booking. If you haven’t receive this please contact our team.

After attending your course, you will receive a certificate of attendance.

 

If your chosen course is certified by the CPD Certification Service, you can track and log your hours of learning using the myCPD Portal.



Want more ideas for creating happy, productive workplaces?

Sign up for our Happy Manifesto newsletter and discover fresh ways to ignite joy and productivity at work. Get expert tips, insights, and ideas that challenge the norm—straight to your inbox. Join our movement and start your journey for a trust-based, values-led organisation.

Want more ideas for creating happy, productive workplaces?

Sign up for our Happy Manifesto newsletter and discover fresh ways to ignite joy and productivity at work. Get expert tips, insights, and ideas that challenge the norm—straight to your inbox. Join our movement and start your journey for a trust-based, values-led organisation.