Administration and Office Skills

Excel for Administrators

Build clean lists, reliable trackers and clear reports in Microsoft 365 Excel, step by step.

Build clean lists, reliable trackers and clear reports in Microsoft 365 Excel, step by step.

About this course

Administrators keep lists, registers and trackers that other people rely on. This course shows you how to build them properly in Microsoft 365 Excel, so they stay accurate as they grow, answer questions in seconds and are safe to share. Each module builds a skill you will use in the final tracker builds.

COURSE STRUCTURE • Module 01: Introduction to Excel for Administrators • Module 02: Good Workbook Structure and Data Formats • Module 03: Excel Tables, Sorting and Filtering • Module 04: Formulas, Functions and References • Module 05: Lookups, Dates and Text Functions • Module 06: Data Validation and Conditional Formatting • Module 07: PivotTables and Charts • Module 08: Protecting, Sharing and Printing • Module 09: Building Common Admin Trackers • Module 10: Putting It into Practice

HOW IT WORKS Work through each module online. Most modules end with a short knowledge check (60% to continue). The course ends with a final assessment: pass mark 80%, 60 minutes, 3 attempts. Learners who pass receive a MetaCo certificate.

COURSE MATERIALS Learner Manual, Activity Workbook, Quick Reference Guide, practical toolkit, Action Plan and Evaluation Form, attached to Module 01.

Course content

Module 1: Module 01: Introduction to Excel for Administrators

  • 1.1 Introduction to Excel for Administrators

Module 2: Module 02: Good Workbook Structure and Data Formats

  • 2.1 Good Workbook Structure and Data Formats
  • 2.2 Case study

Module 3: Module 03: Excel Tables, Sorting and Filtering

  • 3.1 Excel Tables, Sorting and Filtering
  • 3.2 Case study

Module 4: Module 04: Formulas, Functions and References

  • 4.1 Formulas, Functions and References
  • 4.2 Case study

Module 5: Module 05: Lookups, Dates and Text Functions

  • 5.1 Lookups, Dates and Text Functions
  • 5.2 Case study

Module 6: Module 06: Data Validation and Conditional Formatting

  • 6.1 Data Validation and Conditional Formatting
  • 6.2 Case study

Module 7: Module 07: PivotTables and Charts

  • 7.1 PivotTables and Charts
  • 7.2 Case study

Module 8: Module 08: Protecting, Sharing and Printing

  • 8.1 Protecting, Sharing and Printing
  • 8.2 Case study

Module 9: Module 09: Building Common Admin Trackers

  • 9.1 Building Common Admin Trackers
  • 9.2 Case study

Module 10: Module 10: Putting It into Practice

  • 10.1 Putting It into Practice