EXCEL INTRODUCTION

Level: Beginner | Delivery Channel: In-Person Classroom or Virtually Online | CPE Credits: 8 Credits | Duration: 8 Hours

This course is ideal for complete novices, those who have basic knowledge of Excel or are self-taught. The course will provide you with the skills you need to work quickly and produce functional and well formatted spreadsheets. This course is often used to benchmark Microsoft Excel skills and ensure a level of understanding for new hires at companies. Students will leave feeling confident about creating professional worksheets with the software and be able to navigate the interface intuitively and productively. 

Please note: This curriculum is designed for Excel for Windows.

WHO IS THIS CLASS FOR

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Complete beginners who've never used Excel. We will teach you from the ground up the Excel essential skills.

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Self-taught users who have never been taught how to effectively use Excel in a productive way.

Right Class for you?

Good question. Our short self-assessment tells you in a few minutes exactly where you should begin. Take the Assessment

Get Your Training Approved

Download a detailed PDF brochure and a pre-written template letter to present to your boss for training approval.

WHAT YOU'LL LEARN

Getting Started with Excel
  • Working with the Excel Environment
  • Title Bar
  • Ribbon and Ribbon Tabs
  • Quick Access Toolbar
  • Worksheet Views
  • Backstage View
Keyboard Shortcuts
  • Essential Shortcuts
  • Navigation Shortcuts
  • Scrolling Shortcuts
  • Undo and Redo Shortcuts
Cell Basics
  • Understanding Cells
  • Select a Cell
  • Select a Cell Range
  • Inserting Cell Content
  • Deleting Cell Content
  • Cutting & Pasting Cell Content
  • Drag and Drop Cells
  • Completing Series with Fill Handle
Modifying Columns, Rows, and Cells
  • Changing Column Width
  • Changing Row Height
  • Inserting & Deleting Columns and Rows
  • Hiding & Showing Columns and Rows
  • Wrapping Cell Text
  • Merging Cells
Excel AI Add-ins
  • Overview of AI Add-ins
  • Generating & Explaining Formulas
  • Cleaning & Standardizing Messy Data
  • Instant Data Analysis & Summarization
  • Automated Visualizations & Formatting
  • Auditing Errors & Accuracy Verification
Formatting Cells
  • Font Type, Size, Color, and Decorations
  • Cell Borders and Fill Colors
  • Cell Alignment and Styles
Cell Formats
  • Number Formats
  • Percentage Formats
  • Date Formats
Tables
  • Tables Overview
  • Creating Tables
  • Adding & Removing Data
Pivot Tables
  • Pivot Tables Overview
  • Creating Pivot Tables
  • How Pivot Tables Work
  • Slicing and Dicing Data
Page Layout and Printing
  • Print Pane
  • Print Area
  • Page Orientation
  • Page Breaks
Intro to Formulas
  • Formulas Overview
  • Mathematical Operators
  • Cell References
  • Creating Formulas
  • Copying Formulas
Relative and Absolute Cell References
  • Relative References
  • Absolute References
  • Cell References Across Worksheets
Functions
  • Functions Overview
  • Parts of a Function
  • Function Arguments
  • Using Functions
  • Function Library
Statistical Functions
  • AutoSum
  • SUM Function
  • AVERAGE Function
  • MAX Function
  • MIN Function
  • COUNT Function
  • COUNTA Function
IF Function
  • IF Function Overview
  • IF Function Arguments
  • Using the IF Function
XLOOKUP Function
  • XLOOKUP Function Overview
  • XLOOKUP Function Arguments
  • Using the XLOOKUP Function
Charts
  • Charts Overview
  • Chart Components
  • Chart Layout and Styles

WHAT YOU WILL GET

  • Class Binder with Step by Step Exercises and Challenge Exercises
  • Microsoft Excel Exercise Files with 1 year access to the files
  • Double-Sided Laminated Keyboard Shortcut Guide

WHAT TO BRING TO CLASS

  • We provide everything you need for our in-person classes. You just need to show up.
  • Come dressed for comfort. Jeans, Shorts, Yoga pants are all welcome!
  • Come ready to learn! Our classes are an intensive learning experience.

CLASS SCHEDULE

Date Location Price Registration
November 2, 2026
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $425.00 Register
November 9, 2026
9:15 AM to 5:00 PM
Oklahoma City $425.00 Class is Full | Waiting List
November 16, 2026
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $425.00 Register
November 30, 2026
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $425.00 Register
December 2, 2026
9:15 AM to 5:00 PM
Houston (The Woodlands, TX) $425.00 Register
December 7, 2026
9:15 AM to 5:00 PM
Live Online $425.00 Class is Full | Waiting List
December 14, 2026
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $425.00 Register
December 21, 2026
9:15 AM to 5:00 PM
Austin, TX $425.00 Register
January 11, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
January 19, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
January 25, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
February 3, 2027
9:15 AM to 5:00 PM
Live Online $395.00 Register
February 8, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
February 16, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
February 22, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
February 24, 2027
9:15 AM to 5:00 PM
Houston (The Woodlands, TX) $395.00 Register
March 8, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
March 10, 2027
9:15 AM to 5:00 PM
Austin, TX $395.00 Register
March 16, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
March 23, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
April 5, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
April 12, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
April 19, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
April 21, 2027
9:15 AM to 5:00 PM
Oklahoma City $395.00 Register
May 3, 2027
9:15 AM to 5:00 PM
Live Online $395.00 Register
May 10, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
May 17, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
May 24, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
May 26, 2027
9:15 AM to 5:00 PM
Houston (The Woodlands, TX) $395.00 Register
June 7, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
June 9, 2027
9:15 AM to 5:00 PM
Austin, TX $395.00 Register
June 21, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
July 6, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
July 19, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
August 2, 2027
9:15 AM to 5:00 PM
Live Online $395.00 Register
August 9, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
August 11, 2027
9:15 AM to 5:00 PM
Oklahoma City $395.00 Register
August 23, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
August 26, 2027
9:15 AM to 5:00 PM
Houston (The Woodlands, TX) $395.00 Register
September 7, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
September 9, 2027
9:15 AM to 5:00 PM
Austin, TX $395.00 Register
September 14, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
September 20, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
October 4, 2027
9:15 AM to 5:00 PM
Live Online $395.00 Register
October 12, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
October 19, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Register
November 8, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Class is Full | Waiting List
November 15, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Class is Full | Waiting List
December 1, 2027
9:15 AM to 5:00 PM
Oklahoma City $395.00 Class is Full | Waiting List
December 7, 2027
9:15 AM to 5:00 PM
Dallas Fort Worth (Hurst, TX) $395.00 Class is Full | Waiting List

Who is this class designed for?

This class is ideal for complete beginners, self-taught Excel users, and anyone who wants to make sure they have a solid foundation.

Do I need any prior Excel experience?

No prior Excel experience is required. You do need basic keyboard and mouse skills and familiarity with the Windows operating system, but we take it from there.

What will I be able to do after taking this class?

By the end of the day, you'll be able to create professional, well-formatted spreadsheets, write basic formulas and functions including IF and XLOOKUP, build Pivot Tables, and navigate Excel confidently and productively.

How much does the class cost?

This price is $425.

Does this class qualify for CPE credits?

Yes! This class is accredited through the Texas State Board of Public Accountancy and earns 8 CPE (Continuing Professional Education) credits. You will receive a certificate of completion at the end of class.

Is there a live online option?

Yes. We offer this class in both in-person Dallas Fort Worth, Houston, Austin, Oklahoma City and live online formats. The online class is always led by a live instructor — not a pre-recorded video.

What do I need to bring to the in-person class?

Nothing! We provide a full-size training computer, class materials, and snacks and drinks throughout the day. Just bring yourself.

What materials do I take home after class?

You'll leave with the Excel practice file used during class and a student handbook so you can continue practicing on your own schedule.

How big are the public classes?

In-person public classes are small — up to 6 students — so you get plenty of individual attention from the instructor.

Can my whole team take this class together?

Absolutely. We offer private group training tailored to your team's schedule, location, and skill level.

Is the training hands-on or lecture-based?

Yes. Our classes are highly interactive with guided labs and exercises so participants practice every concept rather than just watching demonstrations.

I have more questions?

Our AI Chatbot has a wealth of knowledge and can answer most standards questions. Feel free to use our AI Chatbot in bottom right of the screen, feel free to use our Contact Form, and feel free to call us at 817-841-9560.

Got More Questions?

We are here to help! Call us at 817-841-9560 or use our Contact Form to get in touch with us.