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Introduction to Excel

Build a solid foundation in spreadsheets, formulas and basic analysis.

Microsoft Excel remains the single most widely used data tool in research and professional environments across Africa and beyond. From administrative records and budgets to research data, monitoring information and business reports, Excel is an essential tool across virtually every professional sector.

Next cohort

Dates to be announced

In-person
2 days
Virtual
2 weeks
Fee
On request

Registration isn't open yet. Register your interest and we'll contact you first.

About the course

Why take this course

Microsoft Excel remains the single most widely used data tool in research and professional environments across Africa and beyond. From administrative records and budgets to research data, monitoring information and business reports, Excel is an essential tool across virtually every professional sector.

Despite its widespread use, many people learn Excel informally and consequently use only a small proportion of its capabilities. Tasks that should take minutes are often performed manually, taking hours instead; formulas are avoided or used incorrectly; and simple features that can substantially improve accuracy and efficiency remain underutilised.

This introductory Excel course is designed for participants who are new to Excel or who have picked up the basics informally and want a structured foundation. It provides a practical introduction to Excel, beginning with navigating the Excel environment and progressing through data capture and management, formulas and functions, and basic data analysis. The course is highly practical and requires little or no previous Excel experience.

By the end of the course, participants will be able to confidently create and manage Excel workbooks, capture and organise data, apply appropriate formatting, perform basic calculations using formulas and functions, and sort, filter and summarise data for everyday professional use. Participants who complete this course are well placed to progress to CESAR's Data Analysis and Visualisation Using Excel (DAVE) course, which builds on these foundations to cover more advanced data management, analysis and visualisation, including lookups, PivotTables and dashboards.

What you'll learn

Core capabilities

The course equips participants with four core capabilities:
01 · Capability

Excel foundations

Participants will become familiar with the Excel environment, including the Ribbon, tabs, Quick Access Toolbar, Name Box, Formula Bar and worksheets. They will learn to create, save, open and manage workbooks and worksheets and use shortcuts and navigation tools to work more efficiently.

Participants in a CESAR training session
Who is this course for?

Who should attend

  • Administrative and support staff
  • Programme and project staff
  • Research assistants
  • Monitoring and evaluation staff
  • Government officials
  • NGO and development sector professionals
  • Small business owners
  • Postgraduate students
  • Professionals who regularly work with spreadsheets
Course outcomes

After completing this course, participants will be able to use Excel confidently for routine workplace and research tasks. They will be able to create and manage well-structured spreadsheets, capture and format data appropriately, navigate large worksheets efficiently, perform calculations using basic formulas and functions, and sort, filter and summarise data to answer simple analytical questions. The course will provide participants with a strong foundation for progressing to more advanced Excel applications, including CESAR's Data Analysis and Visualisation Using Excel (DAVE) course.

Course outline

Course outline: Virtual (2 Weeks)

Week 1

Excel Foundations and Data Management

  • Navigate the Excel interface and work efficiently with workbooks and worksheets
  • Capture, edit, format and organise different types of data
  • Use navigation tools, shortcuts, AutoFill and Flash Fill to work more efficiently
Week 2

Formulas, Functions and Basic Data Analysis

  • Understand how Excel formulas and cell references work and perform calculations using essential mathematical and statistical functions
  • Apply simple functions, including IF, COUNTA, TODAY and NOW
  • Sort and filter datasets to find, organise and interrogate information
  • Use Copilot in Excel to speed up formula-writing and first-draft charts, and learn to check its output
Testimonials

What participants say

“I have always wanted to become an excellent migration policy analyst, and I knew understanding data was the missing piece. This course helped me connect data analysis with policy and governance. I can now independently explore findings, identify patterns and contribute more meaningfully to evidence-based migration policy discussions.”
Osato Mary
Lawyer & Migration Policy Analyst
“Having worked in data management for about 10 years, I discovered that there were things I had been doing without fully understanding why. This course gave me a clearer understanding of inferential statistics. I also learned valuable teaching techniques, particularly the importance of engaging students and respecting their time.”
Akande Yusuf
Data Manager & Researcher
“Before this course, I knew what data was but didn’t understand data analysis or how relevant it was to my work. I now see how it can help me organise information, interpret findings, track the impact of my interventions, improve my programmes and make better decisions in mental health and adolescent counselling.”
Eunice Chinedu-Nwigwe
Mental Health Educator
“I particularly appreciate the teaching method and the respect shown to every participant. I know I still have more to learn, but I now have the confidence and foundation to keep practising.”
Amarachi Uzoechina
MPH Candidate
Register your interest

Tell us you're interested

Registration for this course isn't open yet. Tell us how you'd like to learn and we'll contact you with dates, delivery format and fees.

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Course details
In-person
2 days
Virtual
2 weeks
Fee
On request
  • Access to interactive webinars
  • Videos for every interactive webinar session
  • All pre-reading materials
  • E-Certificate of attendance
FAQ

Frequently asked questions

1.When does the next cohort start?

Dates have not been set yet. Register your interest and we'll contact you as soon as a cohort is planned.

2.What happens after I register my interest?

We'll contact you by email, phone or WhatsApp with the dates, delivery format and fee. Registering your interest doesn't commit you to anything.

3.Can my organisation book this course for its staff?

Yes. Contact CESAR to discuss your objectives, preferred delivery format and training needs, and we'll tailor the course to your team.

Interested in this course?

Register your interest and hear first when the next cohort opens.

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