Microsoft Office Pick and Mix Training in United States of America

  • Learn via: Classroom / Virtual Classroom / Online
  • Duration: 1 Day
  • Level: Fundamentals
  • Price: Please contact for booking options

Introduce your staff to time-saving and productivity-boosting features in Microsoft Office using our bite-size Sessions, session delivered in one day.

Just choose a maximum of 4 End User Application Sessions from the extensive list of 31 Sessions shown on the following pages, these sessions target specific topics.

More detailed training courses are also available on all Office applications, please contact us for more details.

Delivery method

Virtual Training accessible from your desktop or laptop, session will be fully interactive and will require everyone to have their own PC or Laptop, headset/speaker to participate in the session and would benefit from having 2 screens. These sessions are also available to run as live face-to-face classroom events at your site or one of our Offices.

We can organize this training at your preferred date and location. Contact Us!

Prerequisites

  • Use of mouse and keyboard
  • Ability to navigate the Windows environments
  • Open and close programs

Training Outline

Microsoft Excel

90 minute sessions

1. Excel (Essentials)

In this session, you will learn how to create a basic spreadsheet.

  • Creating & editing a workbook
  • Creating Basic Formulas including AutoSum
  • Formatting a worksheet (Text formatting & cell alignment)
  • Page layout options / printing a worksheet

2. Excel (Beyond The Essentials)

In this session you will build on Excel (Essentials) and use more features to enhance your spreadsheet

  • Introducing Functions (SUM, AVERAGE, MINUTE, MAX, COUNT)
  • Understanding Relative and Absolute cell references
  • Further formatting features (Format Painter, Cell Styles)
  • Managing worksheets (Insert, Delete, Move, Copy)

3. Working with Data Lists

In this session, you will learn how to manage Data Lists using a variety of commands

  • Freezing Columns / Rows
  • Flash Fill
  • Text to columns
  • Sorting and filtering
  • Creating Custom Views
  • Using Sub Totals

4. Mastering Excel Tables

In this session, you will see the benefits of using Excel Tables to further analyse data lists

  • Creating and Formatting Excel Tables
  • Adding Totals & Filtering using Slicers
  • Dynamic Arrays (UNIQUE, SORT, FILTER)

5. Visual Tools

In this session, you will insert Charts and use Sparklines to show trends and use Conditional Formatting to format cells based on rules.

  • Creating and managing Charts
  • Analyse data using Sparklines
  • Creating Conditional Formatting
  • Using Quick Analysis

6. Collaborating with others

In this session you will use features that allow you to control the entry of data into worksheets that are shared with others

  • Data Validation
  • Protecting Cells, Worksheets and Workbooks

7. Logical Functions

In this session, you will use some of Excel’s Logical Functions to test conditions within cells

  • IF, COUNTIF, SUMIF, AVERAGEIF
  • COUNTIFS, SUMIFS, AVERAGEIFS (multiple criteria)
  • IF Function with AND / OR
  • IFERROR

8. XLOOKUP Function

In this session, you will be introduced to the powerful XLOOKUP function, which was introduced by Microsoft for Excel 2019. This function can replace a lot of the basic LOOKUP Functions and allows you to search for values left and right in an array.

  • Introducing the XLOOKUP Function
  • Using Search Options
  • Returning Multiple Criteria
  • XLOOKUP with other formulas
  • 9. Pivot Tables & Pivot Charts
  • In this session, you will use Pivot Tables to calculate, summarise and analyse data, showing trends and patterns in your data.
  • Create & modify Pivot Tables
  • Manage and configure Pivot Table fields
  • Creating interactive reports using Slicers and Timelines
  • Creating Pivot Charts
  • GETPIVOTDATA Function

10. Macros

In this session, you will record macros which automate a sequence of actions or instructions for tasks, you can then run the Macros quickly using shortcut keys or commands on the toolbar.

  • Create a Macro
  • Comparing Relative and Absolute Macros
  • Running and editing a Macro
  • Assigning Shortcuts to Macros
  • Macro Security

11. Introduction to Power Query

This application connects your data from Excel allowing you to clean and shape your data using commands to format text, date and numbers instantly. It then refreshes back into Excel as an Excel Table to allow you to perform analysis with clean data.

  • Connect Excel Data and/or CSV Data Files
  • Introduction to Power Query application
  • Transform Data
  • Export back to Excel
  • Data Connection
  • Excel Tables review

Microsoft Word

90 minute sessions

1. Word (Essentials)

In this session, you will learn how to create, format and print a Word document.

  • Creating and editing a document
  • Formatting Text & Paragraphs
  • Adding Headers & Footers
  • Printing a document

2. Word (Beyond the Essentials)

In this session, you will build on Word (Essentials) and use more features to enhance your document.

  • Font & paragraph formatting
    • Borders, Shading, Format Painter, Indents, Spacing
  • Bullets, Numbering & Multi-level numbering
  • Creating Styles
  • Navigation Pane

3. Working with Graphics, Word Tables & Excel Charts

In this session, you will enhance your documents by inserting graphics, Word Tables and Excel Charts.

  • Inserting Pictures
  • Adding SmartArt Diagrams
  • Create, Modify & Format Word Tables
  • Inserting an Excel Chart
    • Using Word Table Data

4. Word Mail Merge

This session will show you how to use Mail Merge to automate document creation.

  • Creating a Mail Merge Letter
  • Data Source linking using Excel
  • Creating Mailing Labels

5. Collaborating on Documents

In this session, you will learn how to use collaboration tools in Word to manage and review document changes.

  • Inserting Comments
  • Using Track Changes
  • Track Changes Options
  • Review Tracked Changes
  • Document Inspector / Document Properties

6. Managing Long Documents

In this session, you will incorporate various referencing tools into documents to help you manage long documents.

  • Review of Heading Styles & Navigation Pane
  • Insert Table of Contents
  • Using Section Breaks
  • Inserting Captions, Footnotes & Endnotes

Microsoft Powerpoint

90 minute sessions

1. PowerPoint (Essentials)

In this session, you will learn how to create a basic PowerPoint Presentation.

  • Creating and editing a Presentation
  • Inserting a Slide Background
  • Formatting Slides with Text and Pictures
  • Adding Slide Transitions
  • Running a Presentation

2. PowerPoint (Beyond the Essentials)

In this session, you will build on your PowerPoint skills by using more features to enhance your presentation.

  • Working with Sections
  • Inserting and managing Shapes and Screenshots
  • Adding Animation
  • Add a Design Theme
  • Creating Speaker Notes and Handouts

3. Adding Content

In this session, you will add content to enhance your slides and make your presentation look more professional.

  • Re-use Slide Content
  • Inserting Audio and Video Files
  • Adding SmartArt Diagrams
  • Inserting an Excel Chart
  • Inserting a Word Table

4. Customising a Slide Show

In this session, you will learn quick ways of running your slideshow.

  • Inserting Hyperlinks & Action Buttons
  • Creating Custom shows
  • Setup a Slide Show / slide show controls
  • Slide Annotations
  • Presenter View

Microsoft Teams

90 minute sessions

1. Microsoft Teams (Essentials)

This 90 minute session will give you an introduction to Microsoft Teams, getting you up to speed on the basics.

  • Teams Overview
    • Introducing Teams
    • Navigating the Teams Environment
    • Settings and Notifications
  • Starting conversations in Teams / Channels
    • Start a conversation within a Channel
    • Announcements / @Mentions / Reactions
    • Uploading files to Teams/Channels
  • Chat (1-2-1 Conversations)
  • Overview of Meetings and Calls

2. Microsoft Teams (Beyond the Essentials)

This 90 minute session assumes knowledge of the Essentials Session content or attendance of the Essentials Session and will show you some additional features you can use in Teams.

  • Creating Teams and Channels
    • Team structure, descriptions and settings
  • Managing Teams and Channels
    • Team Members / Roles
    • Settings / Tags / Permissions
    • Channel Management

Microsoft 365 Outlook

90 minute sessions

1. Mailbox Management

This session will take you through the basics of the Microsoft Outlook 365 Mailbox and use some of the general features in Outlook

  • Email Basics and working with Attachments
  • Setting up Automatic Replies
  • Creating Search Folders
  • Creating Email Signatures
  • Sorting & Filtering Emails
  • Using Flags
  • Setting up Email Rules
  • Using Quick Steps
  • Access Another User’s Folder

2. Calendar Management

This session will take you through the basics of the Microsoft Outlook 365 Calendar and use some of the general features in Outlook

  • Calendar Views
  • Creating an appointment and a Recurring Appointment
  • Creating a Meeting
  • Setting Calendar Options
  • Colour Categories
  • Sharing Calendars

Microsoft 365 Overview

90 minute session

1. Navigating Apps and Working in the Cloud

In this session, you will gain understanding of Microsoft 365 in the Cloud and use some of the applications that are supported

  • Navigation Bar
  • Apps Launcher
  • Adding & Pinning Apps
  • An overview of Word, Excel & PowerPoint Online
  • Save files to OneDrive (90 minute session on OneDrive available)

Microsoft 365 OneDrive for Business

90 minute session

1. Storing, Sharing and Working with Files

This session, will introduce you to OneDrive for Business, where you will learn how to create, save and share files on Microsoft 365

  • What is OneDrive for Business?
  • Navigating around OneDrive
  • Organising Content in OneDrive
  • Using the Office Online Apps
  • Sharing Documents with OneDrive
  • Using Microsoft Office with OneDrive

Microsoft 365 Visio

90 minute session

1. Creating Diagrams and Flowcharts

This session is an introduction to Visio, an application used to create diagrams, organisation charts, building plans etc. with preset templates and shapes to assist the design, you will create a Process Flowchart and an Organisation Chart

  • Explore the Visio Interface
  • Creating and formatting a Process Flowchart
  • Creating a basic Organisation Chart

Microsoft 365 OneNote

90 minute session

1. Getting Started with Digital Notebooks

This session will give you an introduction to Microsoft 365 OneNote. OneNote is a digital notebook that provides a single place to gather notes and information to use for your own use or to share with a Team.

  • Explore the OneNote Interface
  • Creating a Notebook, Adding Sections & Pages
  • Adding Content from other applications and Webpages

Microsoft SharePoint

90 minute sessions

1. SharePoint Basics - Why Use SharePoint?

This session will give you an introduction to Microsoft SharePoint, getting you up to speed on the basics.

  • SharePoint vs OneDrive
  • SharePoint / OneDrive vs Mapped network drives
  • The SharePoint environment
  • Following and Sharing links
  • Navigation pane
  • Toolbar
  • Contextual toolbars
  • Understanding Meta Data
  • Intrinsic Meta Data
  • Descriptive Meta data

2. SharePoint Site - Document Library - Working with Files

This session introduces how to manage, collaborate on, and control files in a SharePoint document library.

  • Upload / Creating files / Folders
  • Document Collaboration and co-authoring
  • Live collaboration
  • Online apps
  • Create an alert
  • Check Out a document
  • Creating links to documents
  • Retrieve deleted items from Recycle Bin
  • Working with Version history


Contact us for more detail about our trainings and for all other enquiries!

Avaible Training Dates

Join our public courses in our United States of America facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

We can organize this training at your preferred date and location.
25 March 2026 (1 Day)
United States of America
04 May 2026 (1 Day)
United States of America
07 May 2026 (1 Day)
United States of America
09 May 2026 (1 Day)
United States of America
16 May 2026 (1 Day)
United States of America
03 June 2026 (1 Day)
United States of America
16 June 2026 (1 Day)
United States of America
07 July 2026 (1 Day)
United States of America
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