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Microsoft Excel Course for Assistants

Designed for Excel versions 2016,2013,2010,2007

0800 1337 401

Course Objectives

Microsoft Excel for Executive and Personal Assistants is a course designed for professional EA’s and PA’s who need to work with Excel to support their colleagues and manage projects. This course is designed to teach delegates everyday Excel tasks that will relate specifically to their roles and save them a lot of time. Delegates will learn how to effectively use tables in Microsoft Excel including formatting, using named ranges and removing duplicates. The course explores a number of tools available to analyse data quickly and effectively including PivotTables. Delegates will gain confidence around presenting data in Excel using tools like Charts and Sparkline’s as well as in integrating Microsoft Excel with other Microsoft software like PowerPoint and Word. Finally, delegates will learn how to protect, validate and share data in Excel.

Who is this course for?

This course is ideal for Executive Assistants, Personal Assistants, Administrative Assistants or anyone that is in a role which requires information to be organised, analysed, protected and professionally presented in Microsoft Excel.


Delegates will need to have basic knowledge of Microsoft Excel and be confident using Microsoft Excel on a daily basis. Ideally people attending would have completed our Excel Introduction course. There is no specific technical requirement to attend this course, however the course is not aimed at complete beginners. While this course will touch on formulas and functions, these are not taught on the day, so no prior knowledge of formulas or functions is required.

Course Syllabus

Managing Data with Excel Tables

  • Creating an excel table
  • Formatting a table
  • Using conditional formatting in a table
  • Using name ranges
  • Removing duplicates
  • Converting a table back to a normal range

Analysing Data in Excel

  • Creating a PivotTable
  • Designing a PivotTable
  • Using PivotTable filters
  • Creating Outlines in Excel
  • Using the Excel data consolidation tool
  • Using Text to Columns in Excel
  • Introduction to PowerPivot

Presenting Data in Excel

  • Creating Charts in Excel
  • Creating Pivot Charts in Excel
  • Using Smart Art and Images in Excel
  • Creating Headers and Footers in Excel
  • Using Excel Sparkline’s
  • Advanced Printing in Excel

Protecting Data in Excel

  • Protecting a sheet in Excel
  • Protecting an Excel Workbook
  • Using the Excel data validation tool
  • Creating Hyperlinks in Excel
  • Sharing Excel Workbooks
See all of the available Seven Institute Excel Courses