Microsoft 365 User Training Excel and Forms Beginners

Beginners Microsoft 365 User Excel and Forms Overview

This Office 365 user training in Excel and Forms you will see the full potential of using MS Forms in conjunction with Microsoft Excel. Basically harnessing the power of Microsoft Forms and Excel.

It used to be, that to create an online form it would require a lot of coding, you would have to develop new databases. Now with Microsoft Forms you can create forms simply and quickly.

In this course you will gain the skills needed to successfully create professional forms, quizzes and polls. you will also take an in-depth look into some of the most popular Excel formulas and functions. You will then learn how to use them together. Take your Office skills to the next level with this Forms and Excel Course.

What You'll Learn

Use Microsoft Forms to:

• Create a Form
• Add Form Components
• Change Form Options
• Share your Form
• Handle Form Responses

Use Microsoft Excel to:

• Generate Pivot Charts & Tables
• Use VLOOKUP, XLOOKUP, IF and SUMIF Functions

Link Forms with Excel

• Create and Store a Form that links in Real Time to Excel

Part of our Office 365 Pick and Mix training course series.

Course Duration: 1 Day

Course Prerequisites

This course is suitable for new or experienced Office users who are looking to gain a comprehensive understanding of common Office 365 Apps.

This course is suitable for Microsoft 365 users with a basic Excel knowledge. Delegates attending this course should

• Be familiar with navigating and editing Excel spreadsheets
• Have experience with simple formulas and functions like SUM and AVERAGE

Complete Course Outline

Microsoft Forms

Getting Started

• Locating Microsoft Forms
• Creating and naming forms with components such as choice, text, ratings, and file uploads

Customising Forms

• Changing form themes and settings
• Adding images, videos, and other multimedia

Sharing and Managing Forms

• Creating links, QR codes, or embedding forms on websites
• Exporting form responses to Excel for analysis

Advanced Features

• Building quizzes with branching logic
• Collaborating on form results

Microsoft Excel

Tables

• Creating, sorting, and filtering tables
• Applying table formulas

Formulas

• Using VLOOKUP, XLOOKUP, IF, and SUMIF for data analysis

Basic PivotTables

• Creating and navigating PivotTables
• Restructuring and formatting PivotTables

PivotCharts

• Building and customising bar, column, pie, and doughnut charts

PivotTable Features

• Using slicers, timelines, and percentage views
• Setting up auto-refresh for dynamic data

Using Forms and Excel Together

• Linking Forms to Excel
• Creating forms linked to Excel in real time
• Storing and managing linked forms

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Post-Course Resources

• Training notes & exercise files
• Online materials: video tutorials & shortcuts
• 3 months post training support