Learning outcomes
- Explain how to understand workbooks, worksheets, cells and ranges.
- Complete the guided practice safely.
- Check that you can create an organised workbook with clear labels.
Microsoft Excel
Excel Basics
Learn to understand workbooks, worksheets, cells and ranges and create an organised workbook with clear labels in this beginner-friendly Microsoft 365 lesson.
Before you begin
Open Excel and create a blank practice workbook. Use sample information rather than confidential business data.
Step-by-step instructions
- Open Excel and a blank practice workbook and confirm you are using the intended account.
- Enter and format a small monthly expense table.
- Pause and check permissions, filenames, recipients, dates or settings that affect the task.
- Test the result: create an organised workbook with clear labels.
- Save the workbook to OneDrive and check that formulas, formatting and labels still display correctly.
Ian's practical tip: Use sample information first. Once the workflow is correct, repeat it with approved work information and the minimum necessary access.
Practical activity
Enter and format a small monthly expense table. Your expected result is to create an organised workbook with clear labels.