Excel 365: Create Workbooks & Use Templates

Course description

Microsoft Excel 365 offers powerful tools for creating, organizing, and managing data, and one of the first steps toward mastering the application is learning how to create and structure workbooks effectively. This course introduces learners to the essentials of starting new workbooks, working with templates, saving files, and navigating worksheets with both the mouse and keyboard. By focusing on these foundational skills, learners will gain the confidence to set up their spreadsheets correctly from the beginning and ensure they can access and update their work efficiently. The course begins by showing how to create new workbooks, whether starting from a blank file or using one of Excel’s many built-in or online templates. Learners will explore templates for common needs such as project management, calendars, and to-do lists, while also discovering how to access and manage custom templates. From there, the lessons cover saving workbooks effectively, emphasizing the importance of early and consistent saving practices, and clarifying the difference between Save and Save As. The course also introduces multiple ways to move around within worksheets, including using the mouse, arrow keys, Tab, Enter, Page Up, Page Down, and Control-key combinations for faster navigation across large datasets. Learners will discover how the Name box can be used to jump directly to specific cells, making it easier to manage and explore larger spreadsheets. By the end of this training, learners will be prepared to create, customize, and manage Excel workbooks confidently, laying a strong foundation for more advanced features and tools.

Course outline