How to Track Training Records With Excel

You have been asked to start keeping track of training events for your company. Regardless of the size of your organization, accurate training records are essential and a benefit to everyone. Microsoft Office Excel is an easy and efficient way to track training information. By taking advantage of workbook functionality you are provided the flexibility to organize the records the way you need them, when you need them.

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Tracking training records can be accomplished using Microsoft Office Excel.

Set Up Training Record Workbook

Step

Click the “File” drop-down menu then “New” and select “Blank Workbook” to create an empty workbook.

Step

Across row “1”, starting in cell “A”, enter headings for the information you need to track.

Step

Enter training information–one new row for each training event and each person to track. (For example, if Bob Smith attended two training classes, there would be two rows of information for him.)

Step

Click the “File” drop-down menu then “Save” to save your work. (Remember to do this periodically while entering training records.)

Step

Click the “Data” drop-down menu then “Sort” to organize your training records based on your requirements. NOTE: Be certain to select the radio button for “My data range has Header row.”

Step

Save the organized workbook.