Copyright © 2015 30 Bird Media LLC Excel 2013 Complete Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Course Objectives After you complete this course, you will know: How to open and interact with Excel, and how to save and close workbooks How to enter various kinds of data, how to enter formulas and functions, how to move and copy data, and about the various reference types and how to use them How to format text and numbers, how to align text, and how to apply borders and styles to cells and ranges About various data-entry shortcuts; how to use paste options; and how to insert, delete, and hide data in your worksheets How to create charts, change their type, and insert and control the elements they contain How to split and manage worksheet windows, set print options, print and preview workbooks, create headers and footers, and share workbooks with other users About workbook properties and how to use templates Copyright © 2015 30 Bird Media LLC
Course Objectives, continued After you complete this course, you will know: How to manage workbooks and customize the Excel environment. How to use named ranges in formulas. About Excel tables and how to sort data, use filtering features, validate data, and transpose rows and columns. How to consolidate data from more than one range or workbook, and how to use subtotals. How to use PivotTables to summarize and rearrange large amounts of data in a list, and how to use PivotCharts to present such data. How to use conditional formatting to format data when it meets a condition, and how to insert and manipulate graphics. How to use special chart features, and how to insert sparklines to give snapshots of data and how to use Quick Access features to conveniently analyze data. How to use permissions to control access to and prevent changes in your workbooks and about sharing features such as comments and change tracking. Copyright © 2015 30 Bird Media LLC
Course objectives, continued After you complete this course, you will know how to: Use function to make decisions and to return information from arrays and tables Find and trap errors, control formula options, and use array formulas and functions Perform calculations on dates, manipulate text, and about some statistical and financial functions Import or create a connection to external data, and export Excel worksheets to other formats Perform what-if analyses by using scenarios and the Goal Seek utility, and about some of the tools available in the Analysis Toolpak. Record and run macros, and how to create a simple form. Copyright © 2015 30 Bird Media LLC
Chapter 1: Fundamentals You will learn: How to use the Excel interface to interact with the program, workbooks, and worksheets How to open and enter data in a workbook, as well as how to save and close a workbook
Module A: Getting Around You will learn: How to start Excel To identify basic features of a workbook
The Excel Interface The ribbon Quick Access toolbar The formula bar The worksheet Column headings Row numbers
Assessment: Getting Around Which of the following are ways to interact with Excel? Choose all that apply. Click buttons on the ribbon. Use the Start menu. Click buttons on the Quick Access toolbar. Use the Control Panel. A and C are correct. You can click buttons on the ribbon or on the Quick Access toolbar.
Assessement: Getting Around Excel columns are identified by numbers. True or false? True False That’s false. Columns are identified by letters.
Assessment: Getting Around How many rows are there in an Excel worksheet? Choose the best response. About 50,000. Under 200,000. Over half a million. Over a million. D, over a million, is correct. There are 1,048,576, to be exact.
Module B: Workbook Basics You will learn: How to open and move through a workbook How to enter simple data How to save and close a workbook
Excel Open Window Address box Folder list
Navigation Techniques What it Does Arrow keys Move one cell in direction of arrow Shift+Arrow keys Move to last cell in this direction Tab Move one cell to right Shift+Tab Move one cell to left Home Move to first cell in row Ctrl+Home Move to cell A1 Ctrl+End Move to last cell containing data Scroll bars Scroll without changing active cell Name box Enter cell address to move to that cell.
Backstage View
Assessment: Workbook Basics The Open command is on the Edit tab of the ribbon. True or false? True False That’s false. The Open command is actually on the File tab, also called Backstage view.
Assessment: Workbook Basics When you use the scroll bars, the active cell does not change. True or false? True False That's true. Only your view of the worksheet changes.
Assessment: Workbook Basics Which of the following techniques will move the active cell one column to the right? Choose all that apply. Pressing Home. Pressing the Right Arrow key. Pressing Tab. Clicking in the Name box. B and C are correct. You can use the Right Arrow or Tab key to move the active cell one column to the right.
Assessment: Workbook Basics Which command do you use if you want to change the name, location, or type of a workbook? Save Save As B is correct. The Save command will only update the workbook with its current name and location.
Summary: Fundamentals You should now know: How to start Excel and identify its main interface elements How to open a workbook, move around, find data, change and append data, and save and close a workbook
Chapter 2: Creating Worksheets You will learn: How to enter data and about Excel data types How to perform calculations using formulas About special formulas called functions, and how to use them How to move and copy data About relative and absolute references, and how and when to use each Copyright © 2015 30 Bird Media LLC
Module A: Entering Data You will learn: About different Excel data types How to enter text and numbers Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Types of Data Text Numbers Copyright © 2015 30 Bird Media LLC
Creating a New Workbook Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Budget and Year Labels Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Year 1 Budget Figures Copyright © 2015 30 Bird Media LLC
Assessment: Entering Data By default, Excel will left-align all data that you enter. True or false? True False That’s false. Text will be left aligned, but numbers will be right-aligned. Copyright © 2015 30 Bird Media LLC
Assessment: Entering Data How will Excel handle text that is too wide for the column in which it appears? By cutting it off at the right-hand border of the cell. By spilling the text over into the next column. It depends on what is in the next cell to the right. C is correct. If there is no data, the text will spill over. If there is data, the text will be cut off. Copyright © 2015 30 Bird Media LLC
Assessment: Entering Data You can change the width of a column by using the mouse. True or false? True False That's true. You can drag the border between column headings. Copyright © 2015 30 Bird Media LLC
Assessment: Entering Data Which of the following are ways that Excel handles numbers that are too wide for a cell? Choose all that apply. Scientific notation Binary Number signs (####) Rounding the stored number A is correct. Excel will sometimes round the display of a number, but will never automatically round the stored number. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Module B: Formulas You will learn: To identify the elements on an Excel formula About worksheet design considerations How to perform calculations by entering formulas in cells Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Formula Elements Equal sign Numbers Cell references Operators Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Worksheet design Good design: Bad design: Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Using a Formula Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Order of Operations Order Operation Operator Example 1 Parentheses () =3*(A2+A3) 2 Negation - =-2 3 Percentage % =25% 4 Exponents ^ =A4^25 5 Multiplication * =A2*A3 Division / =A2/A3 6 Addition + =A2+A3 Subtraction =A2-A3 Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Assessment: Formulas Which of the following signals the beginning of a formula? Apostrophe (') Equal sign (=) Any cell reference. The letter f. B, the equal sign (=), is correct. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Assessment: Formulas It is good practice to put formulas in the first column of a worksheet. True or false? True False That's false. In general, you should put formulas to the right of or below the values they act upon. The first column would be to the left of any values. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Assessment: Formulas Which of the following has the lowest precedence in the Excel order of operations? Multiplication Subtraction Percentage Exponents B is correct. Addition and subtraction have the lowest order of precedence. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Assessment: Formulas Which of the following are ways to enter Edit mode in Excel? Choose all that apply. Double-click a cell. Press F2. Press Esc. Click in the formula bar. A, B, and D are correct. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Module C: Functions You will learn: About special formulas called functions How to enter functions and function arguments to perform calculations Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Function Structure Function name Parentheses Arguments Copyright © 2015 30 Bird Media LLC
Insert Function Window Copyright © 2015 30 Bird Media LLC
Function Arguments Window Copyright © 2015 30 Bird Media LLC
Completed My Budget Functions Copyright © 2015 30 Bird Media LLC
Assessment: Functions Functions are a type of formula. True or False? True False That's true. They are built-in, named formulas you can use to perform various calculations. Copyright © 2015 30 Bird Media LLC
Assessment: Functions Functions can be entered only in the formula bar. True or False? True False That’s false. You can enter and edit function in the cell or in the formula bar, just like any other data. Copyright © 2015 30 Bird Media LLC
Assessment: Functions Which of the following is the name for the values on which a function takes action or performs calculations? Variables Parameters Arguments C, Arguments, is correct. Copyright © 2015 30 Bird Media LLC
Assessment: Functions Which of the following are ways that you can enter function arguments? Typing. The mouse. The Insert Arguments button. The Function Arguments window. A, B, and D are correct. There isn't actually an Insert Arguments button. Copyright © 2015 30 Bird Media LLC
Assessment: Functions AutoSum can be used to enter only SUM() functions. True or False? True False That’s false. You can use AutoSum to enter many different functions. Copyright © 2015 30 Bird Media LLC
Module D: Moving and Copying Data You will learn: How to move data within a worksheet by cutting and pasting How to copy data by copying and pasting How to move and copy data by dragging How Excel handles a moved or copied formula Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Moving and Copying Select data to move/copy. Click Cut or Copy. Select where to move/copy to. Click Paste. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Undoing Actions Undo Redo Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Copying a Formula Copyright © 2015 30 Bird Media LLC
Completed My Moving and Copying Copyright © 2015 30 Bird Media LLC
Assessment: Moving and Copying You use the Copy command to move data. True or false? True False That's false. You actually would use the Cut command. Copyright © 2015 30 Bird Media LLC
Assessment: Moving and Copying Which of the following can be accomplished by dragging? Moving but not copying. Copying but not moving. Both moving and copying. C is correct. You can both move and copy by dragging. Copyright © 2015 30 Bird Media LLC
Assessment: Moving and Copying What is the keyboard shortcut to undo the most recent action? F1 Ctrl+U Ctrl+Z Alt+X D, Ctrl+Z, is corrrect. Copyright © 2015 30 Bird Media LLC
Assessment: Moving and Copying To copy data by dragging, which key do you hold down? Shift Ctrl Alt B, Ctrl, is correct. Copyright © 2015 30 Bird Media LLC
Assessment: Moving and Copying When you paste a copied formula, Excel will update references in the pasted formula relatively to the new location. True False That's true. Excel updates the references to be appropriate for the new location. Copyright © 2015 30 Bird Media LLC
Module E: Reference Types You will learn: About the limitations of relative references How to enter absolute and mixed references in formulas Copyright © 2015 30 Bird Media LLC
Copying Relative References R1C1 references: Copied R1C1 references: Copyright © 2015 30 Bird Media LLC
Copying an Absolute Reference R1C1 absolute reference: Copied formula: Copyright © 2015 30 Bird Media LLC
Completed My Reference Types Copyright © 2015 30 Bird Media LLC
Assessment: Reference Types All references in Excel are relative, in terms of their location. True or false? True False That’s false. References can be relative, absolute, or mixed. Copyright © 2015 30 Bird Media LLC
Assessment: Reference Types Which type of reference is best for referring to a multiplier value that is in one cell or a worksheet for all formulas, no matter where they are? Mixed Relative Absolute C is correct. If the value is in a single cell, an absolute reference is the best choice. Copyright © 2015 30 Bird Media LLC
Assessment: Reference Types Which character do you use to make a reference absolute? Colon (:) Dollar sign ($) Ampersand (&) Number sign (#) B, dollar sign ($), is correct. Copyright © 2015 30 Bird Media LLC
Assessment: Reference Types You can use the F3 key to toggle through reference types while you enter a formula. True or false? True False That’s false. You actually use the F4 key. Copyright © 2015 30 Bird Media LLC
Summary: Creating Worksheets You should now know: How to enter numbers and text, and how Excel handles them About formula elements, and how to enter formulas How to use functions How to move and copy data, and about how Excel updates references in copied formulas How and when to use relative, absolute, and mixed references Copyright © 2015 30 Bird Media LLC
My Creating Worksheets Synthesis Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Chapter 3: Formatting You will learn how to: Format text Format numbers Control alignment of data Apply borders to cells and ranges Use styles to quickly apply various kinds of formatting in a single step Copyright © 2015 30 Bird Media LLC
Module A: Text Formatting You will learn: How to format text How to select multiple ranges Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC The Ribbon Font Group Font box Format buttons Font size buttons Dialog box launcher Copyright © 2015 30 Bird Media LLC
Completed My Text Formatting Copyright © 2015 30 Bird Media LLC
Assessment: Text Formatting To format a cell, you click the formatting button before selecting the cell you want to format. True or false? True False That’s false. You need to select the cell first. Copyright © 2015 30 Bird Media LLC
Assessment: Text Formatting Which key do you hold down to add another cell or range to a selection? Ctrl Shift Alt A, Ctrl, is correct. Copyright © 2015 30 Bird Media LLC
Module B: Number Formatting You will learn how to: Apply currency and percentage formats Control decimal places Use the keyboard to select ranges Format and perform simple calculations on dates Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Number Format Group Copyright © 2015 30 Bird Media LLC
Formatted Customer Sales Copyright © 2015 30 Bird Media LLC
Completed Employees Worksheet Copyright © 2015 30 Bird Media LLC
Assessment: Number Formatting When you change a number format, you change the underlying data. True or false? True False That’s false. Changing the format does not affect the underlying data. Copyright © 2015 30 Bird Media LLC
Assessment: Number Formatting Which of the following is not a category of Excel number formats? Currency Exponent Percentage Date B is correct. Exponent is not a format category. Copyright © 2015 30 Bird Media LLC
Assessment: Number Formatting Which key enables you to extend a selection by using the arrow keys? Shift Ctrl Alt A, Shift, is correct. Using Ctrl with the arrow keys selects the last cell in that direction that contains data. The Alt key isn't used in selection. Copyright © 2015 30 Bird Media LLC
Assessment: Number Formatting How are dates stored in Excel? As two pieces of data, a combination of a date and a time In the format in which you enter them As serial numbers C is correct. Dates are stored as serial numbers so that you can perform calculations on them. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Module C: Alignment You will learn how to: Align cell contents vertically and horizontally Wrap text within a cell Merge the contents of multiple cells Copyright © 2015 30 Bird Media LLC
Alignment Possibilities Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Alignment Buttons Vertical Horizontal Orientation Indent Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Wrapped, Aligned Notes Copyright © 2015 30 Bird Media LLC
Completed My Alignment Copyright © 2015 30 Bird Media LLC
Assessment: Alignment You can align cell contents: Horizontally but not vertically. Vertically but not horizontally. Both vertically and horizontally. C is correct. You can align both vertically and horizontally. Copyright © 2015 30 Bird Media LLC
Assessment: Alignment You cannot wrap text in Excel. True or false? True False That’s false. You actually can wrap text. Copyright © 2015 30 Bird Media LLC
Assessment: Alignment The Merge & Center command is most useful for which of the following? Data values. Column headings. Overall worksheet headings and subheadings. C is the most common use of merging and centering. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Module D: Borders You will learn: How to apply borders to cells and ranges How to apply highlighting and fill colors Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Borders Menu Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Completed My Borders Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Assessment: Borders Which of the following are ways to apply borders to a cell or range? Choose all that apply. Buttons in the Borders menu. Double-click cell borders. Use the Draw Border feature. Use the Borders tab of the Format Cells window. A, C, and D are correct. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Assessment: Borders Thin and thick lines are the only border style options. True or false? True False That’s false. There are many possibilities, including various dashed lines and double lines. Copyright © 2015 30 Bird Media LLC
Module E: Styles and Themes You will learn: How to apply cell styles to cells and ranges How to clear formats from a selected cell or range How to use table styles to quickly format an entire table of data About themes and how to change and customize them Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Cell Styles Gallery Copyright © 2015 30 Bird Media LLC
Formatted with Cell Styles Copyright © 2015 30 Bird Media LLC
Formatted with Table Styles Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Assessment: Styles You have to create a style before using one. True or false? True False That’s false. Excel comes with many built-in styles. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Assessment: Styles Which of the following can a style include? Choose all that apply. Number format Formulas Text format Borders Shading A, C, D, and E are correct. Formulas are not a type of formatting. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Assessment: Styles Which of the following statements is most accurate? Choose only one. Table styles never include headings. Table styles may or may not include headings. Table styles always include headings. B is correct. Table styles can, but don't have to, include headings. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Assessment: Styles Which elements of a theme can you control individually? Choose all that apply. Borders Font Number formats Colors Effects B and E are correct. You can control both font and effects elements individually. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Summary: Formatting You should now know: How to apply text formatting to cells, ranges, and multiple ranges How to apply number formats to values, about how to format and work with dates How to align cell contents vertically and horizontally, how to wrap text, and how to merge cells How to apply borders by using commands, by drawing, and by using the Format Cells window About styles and how to apply them to cells, ranges, and tables to quickly format worksheets Copyright © 2015 30 Bird Media LLC
My Formatting Synthesis Copyright © 2015 30 Bird Media LLC
Chapter 4: Manipulating Data You will learn: How to use various techniques to enter similar data quickly How to paste parts of cell data and formats How to insert, delete, and hide cells, ranges, and worksheets Copyright © 2015 30 Bird Media LLC
Module A: Data Entry Shortcuts You will learn: How to use Fill commands to copy data to adjacent cells How to use Auto Fill to copy data or extend series Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Budget in My Data Entry Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Series in My Data Entry Copyright © 2015 30 Bird Media LLC
Assessment: Data Entry Shortcuts You can use the Fill commands to extend series. True or false? True False That’s false. The Fill commands can only copy, not fill series. Copyright © 2015 30 Bird Media LLC
Assessment: Data Entry Shortcuts Auto Fill will recognize any series from a single value. True or false? True False That’s False. Auto Fill recognizes many series from a single value, such as "Qtr1" or "Year 1," but not always. Sometimes, you'll need to enter the first two values. Copyright © 2015 30 Bird Media LLC
Assessment: Data Entry Shortcuts What could you do if you used Auto Fill and Excel copied instead of creating a series? Choose all that apply. Enter the series manually. Use the Fill, Series command. Try entering the first two values in the series before using Auto Fill. Try the Auto Fill Options button. C and D are the best answers. A could work, but isn’t the best option. Copyright © 2015 30 Bird Media LLC
Assessment: Data Entry Shortcuts You can only replace found text one item at a time. True or false? True False False. You can find and replace multiple selections of text at once. Copyright © 2015 30 Bird Media LLC
Module B: Paste Options You will learn how to: Copy formatting using the Format Painter Use paste options to paste values, formatting, formulas, or combinations Paste links to cells and ranges Copyright © 2015 30 Bird Media LLC
Year 2 with Pasted Formats Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Paste Options Paste Formulas Paste Values Paste Formatting Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Pasting a Link Copyright © 2015 30 Bird Media LLC
Assessment: Paste Options You can copy only the formulas of a cell or range, and not the formats or values. True or false. True False That’s false. You can actually copy formulas, values, formats, and combinations of those. Copyright © 2015 30 Bird Media LLC
Assessment: Paste Options How do you use the Format Painter to copy formatting to more than one destination? Hold down Ctrl while clicking the Format Painter. Double-click the Format Painter. Hold down Shift while clicking the Format Painter. Hold down Alt while clicking the destination ranges. B is correct. You double-click the Format Painter. Copyright © 2015 30 Bird Media LLC
Assessment: Paste Options When you paste values, Excel creates a link to the source data. True or false? True False That’s false. There is no link. Copyright © 2015 30 Bird Media LLC
Assessment: Paste Options Which of the following are possible with linking? Choose all that apply. Linking within a worksheet. Linking between worksheets in the same workbook. Linking between worksheets in different workbooks. All three answers are correct. You can actually link within worksheets, between worksheets in the same workbook, or between workbooks. Copyright © 2015 30 Bird Media LLC
Module C: Inserting, Deleting, and Hiding You will learn how to: Insert and delete rows and columns Insert and delete ranges Hide and "unhide" rows and columns Copyright © 2015 30 Bird Media LLC
Sales with Insertions, Deletions Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Sales with Hidden Data Copyright © 2015 30 Bird Media LLC
Assessment: Inserting, Deleting, & Hiding When inserting or deleting, you do not always need to specify how to shift cells. True or false? True False That’s true. When you insert or delete entire rows or columns, Excel handles the shifting automatically. Copyright © 2015 30 Bird Media LLC
Assessment: Inserting, Deleting, & Hiding When you insert in a range referred to by a formula, under which circumstances will Excel automatically update the formula? When you insert within the endpoints of the reference, but not at the edge of the reference. When you insert at the edge of the reference, but not within the endpoints of the reference. Both when you insert within the endpoints of a reference and when you insert at the edge of a reference. A is correct. Excel will update the formulas only when you insert within the endpoints of the reference. Copyright © 2015 30 Bird Media LLC
Assessment: Inserting, Deleting, & Hiding When you hide a row or column, its data is removed from the workbook. True or false? True False That’s false. The data is only hidden. Copyright © 2015 30 Bird Media LLC
Summary: Manipulating Data You should now know: How to Fill data to adjacent cells, and how to Auto Fill to copy or extend series About paste options, and how to paste only values, formulas, formats How to insert and delete rows, columns, cells, and ranges, and how to hide and unhide rows and columns Copyright © 2015 30 Bird Media LLC
My Manipulating Data Synthesis Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Chapter 5: Charts You will learn how to: Create simple charts Change a chart's type and add elements to it Copyright © 2015 30 Bird Media LLC
Module A: Creating Charts You will learn: How to create a simple line chart About the connection between a chart and its source data Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Simple Charts Pie chart: Line chart: Copyright © 2015 30 Bird Media LLC
Selecting Data for a Chart Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC My Line Chart Copyright © 2015 30 Bird Media LLC
Assessment: Creating Charts You should not select labels when selecting data for a chart. True or false? True False That’s false. In most cases, you should select labels. Copyright © 2015 30 Bird Media LLC
Assessment: Creating Charts How do you update a chart after changing its source data? By press F9. By clicking the Update button on the Design tab of the ribbon. You don't need to do anything, because the chart will update automatically. C is correct. The chart will update automatically. Copyright © 2015 30 Bird Media LLC
Assessment: Creating Charts Which of the following are ways to move a chart? Choose all that apply. Selecting the chart and using the arrow keys. By dragging. By clicking the Move Chart button. B and C are correct. The arrow keys don't move a selected chart. Copyright © 2015 30 Bird Media LLC
Module B: Chart Types & Elements You will learn how to: Create a pie chart Control style and layout in a chart Create a column chart Switch the plotting of rows and columns in a chart Control and format chart elements Copyright © 2015 30 Bird Media LLC
Change Chart Type Window Copyright © 2015 30 Bird Media LLC
Selecting Data for Pie Chart Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Chart Elements Title Series Points Legend Value axis Category axis Copyright © 2015 30 Bird Media LLC
Completed Products by Quarter Copyright © 2015 30 Bird Media LLC
Assessment: Chart Types & Elements You can specify the type for a chart only when you create the chart. True or false? True False That’s false. You can change a chart's type at any time. Copyright © 2015 30 Bird Media LLC
Assessment: Chart Types & Elements Which type of chart is best for showing trends? Pie Line Column Scatter B, line, is correct. Pie charts show relationship to a whole. You can see a trend in a column chart, but not as well as in a line chart. Scatter charts show distribution of two related variables. Copyright © 2015 30 Bird Media LLC
Assessment: Chart Types & Elements The only way to change the axis Excel uses for your data is to transpose the data in a worksheet and create a new chart. True or false? True False That’s false. You can do this by simply clicking the Switch Rows/Columns button. Copyright © 2015 30 Bird Media LLC
Assessment: Chart Types & Elements Not all chart elements come from the data you select when you create the chart. True or false? True False That’s true. You can also add elements such as a title, axis labels, and more. Copyright © 2015 30 Bird Media LLC
Assessment: Chart Types & Elements The only way to control the format of the value axis numbers by changing the format in the source data. True or false? True False That’s false. Although changing the format in the source data will change it in the chart, you can also change the format for the axis independently by using the Format Axis window. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Summary: Charts You should now know how to: Create a simple chart and move it within a worksheet or to a chart sheet, and about the link between a chart and its source Change a chart's type, create pie and stacked or unstacked column charts, switch rows and columns in a chart, and control titles, legend, and value axis Copyright © 2015 30 Bird Media LLC
Completed Monthly Sales Chart Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Chapter 6: Output You will learn how to: Split and arrange worksheet windows Print worksheets and control how they will print by using print setup options Save workbooks to other formats and share workbooks with other users Copyright © 2015 30 Bird Media LLC
Module A: Managing Worksheet Windows You will learn how to: Split worksheets and freeze panes to keep headings in view Manage and arrange multiple windows Save the arrangement of windows by using a workspace Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Arranged Windows Tiled: Cascaded: Copyright © 2015 30 Bird Media LLC
Assessment: Managing Worksheet Windows The Split command always creates four window panes. True or false? True False That’s false. You can create four panes by splitting at a cell, or two by splitting at a row or column. Copyright © 2015 30 Bird Media LLC
Assessment: Managing Worksheet Windows You do not have to split windows before freezing panes. True or False? True False That’s true. You can freeze directly without first splitting. Copyright © 2015 30 Bird Media LLC
Module B: Printing Worksheets You will learn how to: Preview and print the active worksheet with current settings Print an entire workbook or selected worksheets Control print setup options such as scale, orientation, gridlines, headings, and margins Control the print area and how to set print titles that appear on every page Create headers and footers Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Scaling Options Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Controlling Margins Copyright © 2015 30 Bird Media LLC
Printing Landscape with Gridlines Copyright © 2015 30 Bird Media LLC
Header & Footer Elements Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Formatted Header Copyright © 2015 30 Bird Media LLC
Assessment: Printing Worksheets Where can you find the Print command in Excel? On the ribbon's Home tab. In Backstage view (by clicking File). On the ribbon's Page Layout tab. On the ribbon's View tab. B is correct. You need to click File to go to Backstage view. Copyright © 2015 30 Bird Media LLC
Assessment: Printing Worksheets You can control many aspects of how a worksheet will print on the Page Layout tab. True or false? True False That's true. You can control many aspects on the Print screen or in the Page Setup window as well. Copyright © 2015 30 Bird Media LLC
Assessment: Printing Worksheets What is the best way to show column headings on every page of a printout? Break your data up and enter headings after every page break. On the Page Layout tab, under Headings, click Print. Set a row or rows and print titles for the worksheet. C is correct. A could work, but it's not the best solution. B, printing headings, will only show column and row headings Copyright © 2015 30 Bird Media LLC
Assessment: Printing Worksheets When you insert a header, which workbook view does Excel switch to? Page Layout view Page Break preview Normal view A custom view A is correct. Excel switches to Page Layout view. Copyright © 2015 30 Bird Media LLC
Assessment: Printing Worksheets The Header & Footer Tools Design tab has tools for formatting. True or false? True False That’s false. You actually need to use the Home tab to format headers and footers. Copyright © 2015 30 Bird Media LLC
Module C: Sharing Workbooks You will learn how to: Save an Excel workbook in a different format Share workbook either as an email attachment, or online by using OneDrive Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Other Formats Format Useful when... Excel 97-2003 Workbook Share with users of earlier version of Excel. Web page Save workbook to the web. CSV Uploading data to a web service or into a database. PDF Don't know much about the people you're sharing with. XPS Don't know much about the people you're sharing with. Viewer is a default part of Windows 7 and higher. Open Document Spreadsheet Sharing with users of Open Office Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Saving as PDF Choices: Options: Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Using OneDrive Copyright © 2015 30 Bird Media LLC
Assessment: Sharing Workbooks Which format is the best option if you want to show a workbook to someone who might not have Excel? Excel 97-2003 Workbook CSV PDF Open Document Spreadsheet C is the best choice. Anyone with the free Adobe Acrobat Reader program can read a PDF file. Copyright © 2015 30 Bird Media LLC
Assessment: Sharing Workbooks You need to open your mail program to send a workbook as an attachment. True or false? True False That’s false. You can send a workbook as an email attachment directly from Excel by using a Save & Send option in Backstage view. Copyright © 2015 30 Bird Media LLC
Assessment: Sharing Workbooks A Windows Live account is required to use OneDrive to share files. True or false? True False That’s true. But you can sign up for a Windows Live account for free. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Summary: Output You should now know how to: Split and freeze worksheets, arrange windows, and save window arrangements in workspaces Preview and print worksheets; control scale, orientation, gridlines, and margins; set print area and titles; create headers and footers Save to an earlier version of Excel or to portable formats such as PDF and XPS, and share a workbook by using OneDrive Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC An XPS Document Copyright © 2015 30 Bird Media LLC
Chapter 7: Settings & Templates You will learn how to: Control workbook and worksheet options, as well as workbook properties Use templates to create highly functional workbooks quickly Copyright © 2015 30 Bird Media LLC
Module A: Workbook Options & Properties You will learn how to: Set options for Excel, for workbooks, and for worksheets Set properties for a workbook by using the Document Properties panel Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC AutoRecover Options Copyright © 2015 30 Bird Media LLC
Assessment: Workbook Options & Properties You can control display options for Excel as a whole, for a particular workbook, or for a particular worksheet. True or false? True False That's true. There are separate sections in the Advanced options for all of these. Copyright © 2015 30 Bird Media LLC
Assessment: Workbook Options & Properties The document property called "Title" is the same as workbook's file name. True or false? True False That’s false. The title property can be different from the file name. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Module B: Templates You will learn how to: Create a workbook based upon a template Save a workbook as a template Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Available Templates Copyright © 2015 30 Bird Media LLC
Expense Report from Template Copyright © 2015 30 Bird Media LLC
Assessment: Templates When you create a new workbook from a template, you are editing the actual template. True or false? True False That’s false. When you create a new workbook based on a template, it's a copy of the template. Copyright © 2015 30 Bird Media LLC
Assessment: Templates Which of the following are reasons to save a template in the default templates folder? Because you cannot save them anywhere else. Because the template will show up with your others when you create new files. Because it will be easy to find when you want to edit it. B is correct. You can save a template anywhere, but it will be most useful in the default folder. Copyright © 2015 30 Bird Media LLC
Assessment: Templates Data is not stored with a template. True or false? True False That’s false. Anything you enter into the template when you create it will be part of the template. But it's good practice not to put data that you'll want to change into a template. Copyright © 2015 30 Bird Media LLC
Summary: Settings and Templates You should now know how to: Control options for Excel, workbooks, and worksheets, including display and AutoRecover; use Document Properties panel to set workbook properties Use built-in templates to create workbooks quickly, and turn workbooks into templates Copyright © 2015 30 Bird Media LLC
Customer Form from Template Copyright © 2015 30 Bird Media LLC
Chapter 8: Managing Workbooks You will learn how to: Manage worksheets in a workbook that contains many Customize the Quick Access toolbar and the ribbon, and create a custom view Copyright © 2015 30 Bird Media LLC
Module A: Managing Worksheets You will learn how to: Insert and delete one or more worksheets Rearrange worksheets by moving or copying them either within or between workbooks Rename worksheets, change their tab color, and hide them Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Inserting Worksheets Insert Worksheet tab: Insert Sheet command: Copyright © 2015 30 Bird Media LLC
Moving or Copying Worksheets Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Worksheet Names Must be unique within workbook Must have 31 or fewer characters Cannot contain: / \ * ? ; [ ] Copyright © 2015 30 Bird Media LLC
Inserting and Modifying Hyperlinks Copyright © 2015 30 Bird Media LLC
Hyperlinks in the final worksheet Copyright © 2015 30 Bird Media LLC
Assessment: Managing Worksheets You use the Insert tab on the ribbon to insert new worksheets. True or False? True False That’s false. You actually use either the Cells group of the Home tab (on the ribbon), or the context menus for the worksheet tabs. Copyright © 2015 30 Bird Media LLC
Assessment: Managing Worksheets Which of the following are options when moving or copying a worksheet? Choose all that apply. Moving or copying to a new workbook Moving or copying within the current workbook Moving or copying to Microsoft Word Moving or copying to a workbook that is not currently open A and B are correct. You can't move a worksheet as a whole to Microsoft Word, nor move a worksheet to a workbook that is not open. Copyright © 2015 30 Bird Media LLC
Assessment: Managing Worksheets Which of the following is not a valid worksheet name? Sales 2014 Sales/Rep 2014 Sales B is not valid, because you cannot use the slash (/) character in a worksheet name. Copyright © 2015 30 Bird Media LLC
Assessment: Managing Worksheets You cannot hide worksheets. True or false? True False That's false. You certainly can hide worksheets. Copyright © 2015 30 Bird Media LLC
Assessment: Managing Worksheets How do you create a worksheet group? By clicking the Group command on the ribbon By clicking Group in the context menu for each worksheet tab By holding down Ctrl to select multiple worksheets C is correct. Copyright © 2015 30 Bird Media LLC
Module B: Customizing Excel You will learn how to: Customize the Quick Access Toolbar Customize the ribbon, including adding tabs and groups Copyright © 2015 30 Bird Media LLC
Customizing the Quick Access Toolbar Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Collapsing the Ribbon Copyright © 2015 30 Bird Media LLC
Customizing the Ribbon Copyright © 2015 30 Bird Media LLC
Custom Tab on the Ribbon Copyright © 2015 30 Bird Media LLC
Assessment: Customizing Excel You must use the Excel Options window to customize the Quick Access toolbar. True or false? True False That’s false. Although you can use the Excel Options window, you can also add or remove several commands directly from the menu on the right of the toolbar. Copyright © 2015 30 Bird Media LLC
Assessment: Customizing Excel You can add buttons only to a custom ribbon group. True or False? True False That's true. To add custom buttons, you must first create either a custom group on an existing tab, or create a custom tab. Copyright © 2015 30 Bird Media LLC
Assessment: Customizing Excel How do your rearrange commands or groups on the ribbon? Drag them where you want them. Right-click the ribbon, and click Rearrange. Use the Move Up and Move Down buttons in the Customize Ribbon options of the Excel Options window. C is correct. No, you have to use the Move Up and Move Down buttons in the Customize Ribbon options of the Excel Options window. Copyright © 2015 30 Bird Media LLC
Summary: Managing Workbooks You should now know how to: Insert, delete, move, copy, rename, and group worksheets, as well as change their tab color and hide or unhide them Customize the Quick Access toolbar; collapse the ribbon or add custom tabs, groups, and commands to it Copyright © 2015 30 Bird Media LLC
My Managing Workbooks Synthesis Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Chapter 9: Named Ranges You will learn how to: Assign names to values, cells, and ranges, and use names in formulas Copyright © 2015 30 Bird Media LLC
Module A: Using Names in Formulas You will learn how to: Assign a name to a range Use a name instead of a reference in a formula Use a name for a value in a formula Create names from the labels in a selected range Apply names to references in selected formulas Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC A Named Range Copyright © 2015 30 Bird Media LLC
Formulas Using Named Ranges Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Name Manager Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC My Named Ranges Copyright © 2015 30 Bird Media LLC
Assessment: Using Names in Formulas Which of the following can Excel names refer to? Choose all that apply. Ranges Values Formats Formulas A, B, and D are correct. Names can refer to ranges, values, or formulas, but not to formats. Copyright © 2015 30 Bird Media LLC
Assessment: Using Names in Formulas Which of the following is not a valid Excel name? Commission Rate Commission Commission_for_Sales_in_Pacific_Region A, "Commission Rate," cannot be an Excel name because it contains a space. Copyright © 2015 30 Bird Media LLC
Assessment: Using Names in Formulas Which of the following are ways to define names? Choose all that apply. Select a range, and then type a name in the Name box. Click Define Name. Use the Insert tab of the ribbon. Select a range, and click Create from Selection. A, B, and D are correct. There are many ways to define names, but there aren't any commands for defining names on the Insert tab. The commands are on the Formula tab. Copyright © 2015 30 Bird Media LLC
Assessment: Using Names in Formulas The only way to use a name for a reference in a formula you've already created is to edit the formula. True or false? True False That's false. You can use the Apply Names command to substitute appropriate names for references in selected formulas. Copyright © 2015 30 Bird Media LLC
Assessment: Using Names in Formulas You use the Name Manager to make changes to a name, such as changing the reference to which it refers or its name. True or false? True False That's true. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Summary: Named Ranges You should now know how to: Define a name to refer to a cell, a range, or a value Apply names to selected formulas Use names in formulas Create many names in a single step using the Create from Selection command Use the Name Manager to edit existing names Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC My Names Synthesis Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Chapter 10: Tables You will learn how to: How to sort data in a range by the values in one or more columns About Excel tables, and how to filter data in a table to show only what you want to see How to use validation to ensure that the data entered in a worksheet is appropriate How to transpose rows and columns of data Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Module A: Sorting You will learn how to: Sort the rows in a range by putting a single column in alphabetical, numeric, or chronological order Sort the rows in a range by more than one column of values Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Sort Order Alphabetical Order Descending Values Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Sorting Commands Copyright © 2015 30 Bird Media LLC
Employees by Date of Hire Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Sort Window Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Assessment: Sorting Which of the following are ways you can sort data? By numerical values By dates By number formats Alphabetical order A, B, and D are correct. You can't sort by number formats. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Assessment: Sorting You always need to use the Sort window to sort a range. True or false? True False That's false. You can sort by a single column by using a command in the Sort & Filter menu. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Assessment: Sorting You can sort data by font color. True or false? True False That's true. Copyright © 2015 30 Bird Media LLC
Module B: Filtering Tables You will learn how to: Create an Excel table and describe what its features are Use AutoFilter to quickly show only certain data in a table Create advanced criteria for filtering tables in a very focused way Remove duplicate values from a table Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Table Features Header row Banded rows Calculated columns Totals row Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Using AutoFilter Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Filter Commands Copyright © 2015 30 Bird Media LLC
Assessment: Filtering Tables An Excel table must have a header row. True or false? True False That's false, but you will get much more functionality out of your tables if they have header rows. Copyright © 2015 30 Bird Media LLC
Assessment: Filtering Tables Which of the following is NOT a type of data by which you can filter a table? Select the one correct answer. Text Formulas Numbers Dates B is correct. You can't filter by formulas, but you can filter by text, numbers, and dates. Copyright © 2015 30 Bird Media LLC
Assessment: Filtering Tables Does adding a condition using AND make the criteria more or less restrictive? More restrictive Less Restrictive A is correct. Adding a condition using AND makes the criteria more restrictive. Copyright © 2015 30 Bird Media LLC
Assessment: Filtering Tables How would you create criteria to filter for numbers below a minimum value or above a maximum value? Use the Between number filter command. Use an OR condition. Use the Not Between filter command. B is correct. You'd need to create a Less Than condition for one of the criteria, then click OR, then add a Greater Than condition for the other. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Module C: Validation You will learn how to: Set up simple data validation rules Create a validation list Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Validation Messages Copyright © 2015 30 Bird Media LLC
Department Validation List Copyright © 2015 30 Bird Media LLC
Assessment: Validation Which of the following are types of validation you can apply to a cell or range without creating a custom formula? Choose all the correct answers. Text of a particular length Whole numbers Lists of values All of these are possible types of validation. Copyright © 2015 30 Bird Media LLC
Assessment: Validation You must create an input message and an error alert for all validation rules. True or false? True False That's false. Input messages and error alerts are options. Copyright © 2015 30 Bird Media LLC
Assessment: Validation For list validation, you can enter a list of values directly in the Data Validation window. True or false? True False That's true. But your list will be easier to maintain if you it on a worksheet, and then enter a reference to it in the Data Validation window. Copyright © 2015 30 Bird Media LLC
Module D: Transposing Data You will learn: Use a pasting option to transpose rows and columns in a range Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Transposed Data Copyright © 2015 30 Bird Media LLC
Assessment: Transposing Data You can use both the Copy and the Cut commands to transpose data. True or false? True False That's false. You can use only the Copy command. Copyright © 2015 30 Bird Media LLC
Assessment: Transposing Data Excel updates references in transposed formulas. True or false? True False That's true. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Summary: Tables You should now know: How to sort data by text, number, and date values; how to sort by more than one column; and how to sort by other cell attributes, such as cell or font color About Excel tables and how to create them, how to filter table data by various kinds of values, how to clear a filter, and how to use more complex criteria to show only what you want to see How to use validation to ensure that the data entered in a worksheet is appropriate, and how to create list-based validation How to transpose rows and columns of data Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC My Tables Synthesis Copyright © 2015 30 Bird Media LLC
Chapter 11: Summarizing Data You will learn how to: Consolidate similar data on multiple worksheets onto a single worksheet Use subtotals to summarize information based on values in columns Copyright © 2015 30 Bird Media LLC
Module A: Consolidation You will learn how to: Consolidate date from several ranges into a single list Consolidate with links back to the source data Copyright © 2015 30 Bird Media LLC
Consolidated Sales Data Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC All References Box Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Consolidated Data Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Outlining Features Outline level buttons Expand buttons Collapse buttons Links Copyright © 2015 30 Bird Media LLC
Consolidating with Links Category Using SUM Link to Source Copyright © 2015 30 Bird Media LLC
Assessment: Consolidation To consolidate data, the source ranges must be structured identically. True or false? True False That's false. If the source ranges are structured identically, you can consolidate by position. If not, you can consolidate by category. Copyright © 2015 30 Bird Media LLC
Assessment: Consolidation Which of the following are functions that you can use when consolidating? Choose all that apply. STDDEV LOOKUP SUM MATCH COUNT A, C, and E are correct. STDDEV, SUM, and COUNT are all functions you can use. LOOKUP and MATCH are not. Copyright © 2015 30 Bird Media LLC
Assessment: Consolidation You must create an outline manually in Excel. True or false? True False That's false. Although you can create an outline manually, Excel creates on automatically when you use certain features, including consolidating with links. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Module B: Subtotals You will learn how to: Insert subtotals in a list of data Manage and copy subtotal data Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Subtotal Features Average discount per rep Average discount per region Outline structure Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Regional Subtotals Copyright © 2015 30 Bird Media LLC
Two Levels of Subtotals Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Go To Special Window Copyright © 2015 30 Bird Media LLC
Pasted Subtotals Report Copyright © 2015 30 Bird Media LLC
Assessment: Subtotals Subtotals are only possible in a range formatted as an Excel table. True or false? True False That's false. In fact, you cannot insert subtotals in an Excel table. Copyright © 2015 30 Bird Media LLC
Assessment: Subtotals How would you add two levels of subtotals to a list? Select the best answer. Insert both levels in a single step. Insert the lower level first, then insert the higher level. Insert the higher level first, then insert the lower level. C is correct. You have to insert the higher level first, and each level in a separate step. Copyright © 2015 30 Bird Media LLC
Assessment: Subtotals Which command do you use to select visible cells only? Choose the best response. Find Replace Go To Special Go To C is correct. Although you can get to the Go To Special window by first clicking the Go To command, that's not the best way to do so. Copyright © 2015 30 Bird Media LLC
Summary: Summarizing Data You should now know how to: Consolidate similar data on multiple worksheets onto a single worksheet, consolidate with links, and work with Excel's outline features to display different levels of detail Use subtotals to summarize information based on values in one column, add levels of subtotal detail, copy subtotal levels by using the select visible cells feature, and remove subtotals from a list Copyright © 2015 30 Bird Media LLC
My Summarizing Synthesis Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Chapter 12: PivotTables You will learn: About PivotTables and how to create and format them How to manipulate PivotTables to show exactly what you want How to create and manipulate PivotCharts How to create relationships between tables and create PivotTables based on related tables Copyright © 2015 30 Bird Media LLC
Module A: Creating and Formatting PivotTables You will learn how to: Create a PivotTable and view its underlying data Use external data Control PivotTable options and value field formats Examine underlying PivotTable data Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC PivotTable Elements Row field values Column field values Values Slicer Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Sales by Rep and Item Copyright © 2015 30 Bird Media LLC
PivotTable Tools Design Tab Copyright © 2015 30 Bird Media LLC
A Formatted PivotTable Copyright © 2015 30 Bird Media LLC
Invoices for Daniels, Indus Tea Copyright © 2015 30 Bird Media LLC
Assessment: Creating and Formatting PivotTables Which of the following are elements of a PivotTable? Choose all that apply. Category fields Row labels Values AutoFilter Column labels Row labels, column labels, and values are all elements of PivotTables. There isn't an element called "categories" in a PivotTable, and although you can filter a PivotTable, the AutoFilter feature is not available. Copyright © 2015 30 Bird Media LLC
Assessment: Creating and Formatting PivotTables Which of the following is the best way to format the values in PivotTable? Formatting tools on the Home tab of the ribbon Value field settings Format Painter B, Value field settings, is correct. Both the formatting tools on the Home tab and the Format Painter will apply formatting to the cells, which might move. By using value field settings, the formatting will apply to all the value cells, even if you rearrange the PivotTable. Copyright © 2015 30 Bird Media LLC
Module B: Manipulating PivotTables You will learn how to: Filter and slice PivotTables to show subsets of their data Manipulate field setting to use different functions Group data within a field Copyright © 2015 30 Bird Media LLC
Sort and Filter Options Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Report Filter Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Slicers A Slicer Inserting a Slicer Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Using Slicers To display data for a particular value in the slicer field, simply click that value in the slicer. To display results for more than one value, hold down Ctrl while clicking. Selected values are highlighted. To resize a slicer, drag one of its borders or corners. To move a slicer, drag it by the top. Use options on the Slicer Tools tab to control how the slicer looks and behaves. To remove a slicer, simply click its title once, then press Delete. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Values as Percentages Copyright © 2015 30 Bird Media LLC
Showing Min and Max Values Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Grouping by Quarter Copyright © 2015 30 Bird Media LLC
Assessment: Manipulating PivotTables You can filter a PivotTable based on row and column label values. True or false? True False That's true. Simply use the filter arrows by the heading. Copyright © 2015 30 Bird Media LLC
Assessment: Manipulating PivotTables Which of the following are ways to view subsets of data in a PivotTable? Choose all that apply. Slicers Subtotals Report filters AutoFilter A and C are correct, you can use slicers and report filters in this way. You can't use AutoFilter on a PivotTable, and Subtotals don't show a subset of data. Copyright © 2015 30 Bird Media LLC
Assessment: Manipulating PivotTables How do you control how values are being summarized in a PivotTable? Select the best answer. Grouping The Summarize Values By tab of the Field Settings window The Show Values As tab of the Field Settings window B is correct. You would use the Summarize Values By tab of the Field Settings window. Copyright © 2015 30 Bird Media LLC
Assessment: Manipulating PivotTables You can show values as percentages only of the grand totals. True or false? True False That's false. You can show values as percentages of grand totals, rows totals, or column totals. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Module C: PivotCharts You will learn how to: Create PivotCharts Manipulate PivotCharts to analyze data Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC PivotChart Elements Series filter Category filter Copyright © 2015 30 Bird Media LLC
Filtering a PivotChart Copyright © 2015 30 Bird Media LLC
PivotChart with Slicer Copyright © 2015 30 Bird Media LLC
Assessment: PivotCharts You can create a PivotChart without first creating a PivotTable. True or false? True False That's true. Copyright © 2015 30 Bird Media LLC
Assessment: PivotCharts Which of the following statements is most accurate? PivotCharts have the features of PivotTables, but not of normal Excel charts. PivotCharts have the features of normal Excel charts, but not of PivotTables. PivotCharts have the features of both PivotTables and normal Excel charts. C is correct. PivotCharts have the features of both PivotTables and normal Excel charts. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Summary: PivotTables You should now know: Create and format PivotTables, view their underlying data, and create PivotTables based on external data Manipulate PivotTables to show exactly what you want by filtering or by using a slicer, change field settings for summary and display, and group a field to summarize dates by month or quarter Create PivotCharts either directly from a list or from an existing PivotTable, and manipulate PivotCharts to analyze data Create and observe relationships between tables, and create PivotTables based on related tables Copyright © 2015 30 Bird Media LLC
Synthesis: Cost Min and Max Copyright © 2015 30 Bird Media LLC
Synthesis: PivotChart with Slicers Copyright © 2015 30 Bird Media LLC
Chapter 13: Presentation Features You will learn how to: Format cells and ranges based upon conditions you choose Create custom number formats Insert and manage various kinds of graphics Copyright © 2015 30 Bird Media LLC
Module A: Conditional Formats You will learn how to: Use built-in rules to conditionally format cells and ranges Use data bars and icon sets to graphically represent conditional formatting Use the rule manager to create conditional formats Create conditional formatting based on formulas Copyright © 2015 30 Bird Media LLC
Conditional Format Examples Values Greater Than 100 Rows Colored by Region Copyright © 2015 30 Bird Media LLC
Conditional Format Rules Highlight Cells Top/Bottom Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Between Rule Settings Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Values Above $18,000 Copyright © 2015 30 Bird Media LLC
Sales Data with Conditional Formats Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Data Bars and Icon Sets Data Bars Icon Sets Copyright © 2015 30 Bird Media LLC
Data Bar and Icon Set Options Data Bar Options Icon Set Options Copyright © 2015 30 Bird Media LLC
Sales Data with Icon Set Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Custom Rule Types Value-based Containing Top/bottom Above/below average Unique or duplicate Formula-based Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC One Standard Dev Above Copyright © 2015 30 Bird Media LLC
Formatting Rows With a Formula Copyright © 2015 30 Bird Media LLC
Assessment: Conditional Formats You can use conditional formatting on both numbers and text values. True or false? True False That's true. Copyright © 2015 30 Bird Media LLC
Assessment: Conditional Formats You must always use formulas to apply conditional formatting. True or false? True False That's false. Many rules are directly available without writing formulas. Copyright © 2015 30 Bird Media LLC
Assessment: Conditional Formats When creating rules, you are limited by the options available in the built-in rule sets. True or false? True False That's false. You can create new rules that have much more fine control over conditions. Copyright © 2015 30 Bird Media LLC
Assessment: Conditional Formats Which of the following statements is true of using formulas for conditional formatting? Choose the one correct answer. You can use any type of formula, regardless of its result. Formulas must be in relation to the active cell of the range you selected to format. If a formula results in FALSE for a particular cell, that cell will be formatted. B is correct, formulas must be in relation to the active cell. Formulas must result in logical values, TRUE or FALSE. And if they result in FALSE, the cell will not be formatted. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Module B: Graphics You will learn how to: Insert a picture, clip art, shape, or word art in a workbook Adjust graphic properties Move, size, or rotate graphics Use SmartArt to create functional, dynamic illustrations, such as organizational or process charts Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Types of Graphics Pictures Clip Art Shapes SmartArt Screenshots Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Sizing Graphics Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC SmartArt Example Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Completed Org Chart Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Assessment: Graphics You cannot edit pictures from within Excel. True or false? True False That's false. After you insert a picture, you can use many of Excel's tools to edit it. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Assessment: Graphics Which of the following can you accomplish by dragging a graphic's handles? Choose all the correct responses. Moving Sizing Rotating Changing contrast B and C are correct, You can size or rotate a graphic in this way. You move a graphic by dragging, but not using handles. And you can't change it's contrast by dragging its handles. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Assessment: Graphics Which of the following is a good use of SmartArt? Choose the best answer. A process diagram. A graphic of a person using a phone. A graphic of a window in another open program. A is correct. You want to use SmartArt when the graphic needs to show a relationship between elements, such as in a process diagram or an flow chart. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Assessment: Graphics You can adjust picture contrast and brightness from within Excel. True or false? True False That's true, you can. Copyright © 2015 30 Bird Media LLC
Summary: Presentation Features You should now know how to: Format cells and ranges using built-in rules for conditional formatting, by using data bars and icon sets to graphically represent where values fall in a range, by creating new rules with more complex conditions, and by creating rules that use formulas to evaluate conditions Create custom number formats to show numbers and dates precisely how you want them to appear Insert, move, resize, and change properties for pictures, online pictures, and shapes; insert WordArt and text boxes; and use SmartArt to create functional graphics that illustrate relationships among shapes Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Synthesis: Formatted Copyright © 2015 30 Bird Media LLC
Chapter 14: Advanced Charts You will learn how to: Create charts that include trendlines and dual axes, and create and use a chart template Use and format sparklines, which show visual snapshots of data Use Quick Analysis features to conveniently analyze selected data Copyright © 2015 30 Bird Media LLC
Module A: Special Chart Types You will learn how to: Apply a trendline to a chart Combine two different sets of data in a single chart by using a trendline Create and use chart templates to quickly format charts Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Trendline Types Linear Exponential Copyright © 2015 30 Bird Media LLC
A Polynomial Trendline Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Using a Secondary Axis Copyright © 2015 30 Bird Media LLC
Applying a Chart Template Copyright © 2015 30 Bird Media LLC
Assessment: Special Chart Types Which of the following are regression types for a trendline? Choose all that apply. Linear Curved Exponential Polynomial Static A, C, and D are correct. The types of regression are Linear, Logarithmic, Polynomial, Power Exponential, and Moving Average. Copyright © 2015 30 Bird Media LLC
Assessment: Special Chart Types And R-squared value of close to 0 shows the best fit for a trendline. True or false? True False That's false. A fit is better the closer the R-squared value is to 1. Copyright © 2015 30 Bird Media LLC
Assessment: Special Chart Types You add a secondary axis to a chart by using the Format Axis command for the primary value axis. True or False? True False That's false. You would use the Format Data Series command for the series you want to plot on a secondary axis. Copyright © 2015 30 Bird Media LLC
Assessment: Special Chart Types You apply a chart template in the Change Chart Type window. True or false? True False That's true. You use the Template category. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Module B: Sparklines You will learn how to: Insert and format a sparkline Copyright © 2015 30 Bird Media LLC
Sample Column Sparklines Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Grouped Sparklines Copyright © 2015 30 Bird Media LLC
Sparklines with High Points Copyright © 2015 30 Bird Media LLC
Assessment: Sparklines You can create sparklines in all the same types as normal Excel charts. True or false? True False That's false. The available sparkline types are line, column, and win/loss. Copyright © 2015 30 Bird Media LLC
Assessment: Sparklines Sparklines always reside in a single cell. True or false? True False That's true. Copyright © 2015 30 Bird Media LLC
Module C: Quick Analysis You will learn how to: Use Quick Analysis options to apply conditional formats, create charts, and analyze data in a selected range. Copyright © 2015 30 Bird Media LLC
Quick Analysis options The Quick Analysis button appears by the bottom-right corner of a selected range. Click it to see tabbed galleries of options for making quick work of the selection. Copyright © 2015 30 Bird Media LLC
Assessment: Quick Analysis How do you access Quick Analysis features? Choose the one correct answer. The Data tab of the ribbon The Quick Analysis button on the Home tab The Quick Analysis button for a selected range D Copyright © 2015 30 Bird Media LLC
Assessment: Quick Analysis Which of the following is NOT a main Quick Analysis option? Choose the one correct answer. Conditional formatting Number formatting Tables Charts B Copyright © 2015 30 Bird Media LLC
Summary: Advanced Charts You should now know: About types of trendlines and how to insert them on charts; how to create combination charts and use a secondary axis; and how to create and then use chart templates to quickly format a chart About sparklines, how to insert them into cells to show snapshots of data, and how to format and customize them How to access and use Quick Analysis features to apply conditional formatting and table formats, or to insert charts, totals, or sparklines Copyright © 2015 30 Bird Media LLC
Combination Chart with Trendlines Copyright © 2015 30 Bird Media LLC
Sparklines on Budget Data Copyright © 2015 30 Bird Media LLC
Chapter 15: Collaboration You will learn: About permissions, and how to use them to restrict access to a workbook or to protect certain parts of it from being changed How to share workbooks, track changes to them, merge multiple versions into one, and mark a workbook as final Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Module A: Permissions You will learn how to: Protect a workbook so only those users with a password may open it Lock cells in a workbook, and protect a workbook to prevent certain cells and ranges from being edited Protect a workbook’s structure Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Protect Workbook Menu Copyright © 2015 30 Bird Media LLC
Protecting Workbook Structure Copyright © 2015 30 Bird Media LLC
Assessment: Permissions Which of the following are type of protection in Excel? Choose all that apply. Cell protection Workbook encryption Sheet protection Workbook structure Ribbon protection B, C, and D are correct. Workbook encryption, sheet protection, and workbook structure protection are all things you can do. Cell protection really happens by locking or unlocking cells before protecting a worksheet, and ribbon protection doesn't exist. Copyright © 2015 30 Bird Media LLC
Assessment: Permissions When you protect a worksheet, you can control which cells are editable. True or false? True False That's true. You do this by unlocking the cells that you want users to be able to edit before you protect the worksheet. Copyright © 2015 30 Bird Media LLC
Assessment: Permissions Protecting workbook structure always includes preventing changes to windows. True or false? True False That's false. You have the option of preventing window changes, but you don't have to do it that way. Copyright © 2015 30 Bird Media LLC
Module B: Shared Workbooks You will learn how to: Insert, view, edit, and delete comments in a workbook Restrict who can edit a workbook and what they can edit Turn on the track changes feature to see how a particular user has changed a workbook Merge copies of a shared workbook to consolidate changes Mark a workbook as final Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Comments Comment Indicator Viewing a Comment Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Comments Group Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Editing a Comment Copyright © 2015 30 Bird Media LLC
Assessment: Shared Workbooks You use the Insert tab to insert and manage comments in a workbook. True or false? True False That's false. You use the Comments group on the Review tab. Copyright © 2015 30 Bird Media LLC
Assessment: Shared Workbooks You can highlight tracked changes only in shared workbooks. True or false? True False That’s true. If your workbook isn't already shared, turning on highlighting of changes will automatically create a shared workbook. Copyright © 2015 30 Bird Media LLC
Assessment: Shared Workbooks Which of the following statements is true? Choose the one correct answer. You can merge any two workbooks. You can merge only shared versions of the same workbook. You cannot merge more than two versions of a shared workbook at a time. B is correct. You can merge only shared versions of the same workbook, but you can merge two or more versions at once. Copyright © 2015 30 Bird Media LLC
Summary: Collaboration You should now know: About permissions, and how to use them to encrypt a workbook with a password, control access to data and various workbook features, and protect a workbook's structure or windows from being changed How to insert, modify, and delete comments; about shared workbooks; how to use Track Changes to mark changes by multiple users; how to compare and merge multiple versions of the same shared workbook; and how to mark a workbook as final Copyright © 2015 30 Bird Media LLC
Chapter 16: Logical and Lookup Functions You will learn: About using functions to make decisions, how to construct IF functions, and how to use SUMIFS to calculate sums based on criteria How to use lookup and reference functions Copyright © 2015 30 Bird Media LLC
Module A: Decision-making functions You will learn how to: Use IF to return one value when a condition is true, and another when that condition is false Nest IF functions or use other logical functions to evaluate more complex decision scenarios Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC The If Function Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC The If function Syntax: Copyright © 2015 30 Bird Media LLC
Using IF to determine sales commissions The condition should look like this: Copyright © 2015 30 Bird Media LLC
Using IF to determine sales commissions Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC AND and OR Syntax: Examples: Copyright © 2015 30 Bird Media LLC
Using nested functions to make more complex decisions The nested If function: Copyright © 2015 30 Bird Media LLC
Using nested functions to make more complex decisions Copyright © 2015 30 Bird Media LLC
Building a SUMIF function Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Using SUMIFs sum_range is the range criteria_range is the range to test. criteria is the test. Copyright © 2015 30 Bird Media LLC
Using SUMIFS to calculate based on a date range Copyright © 2015 30 Bird Media LLC
Assessment: Decision-making functions In the IF function, the logical_test argument must evaluate to TRUE or FALSE. True or false? True False True. The logical_test argument must evaluate TRUE or FALSE in the If function. Copyright © 2015 30 Bird Media LLC
Assessment: Decision-making functions You can use another IF function as the value_if_true argument of an IF function, but not as the value_if_false argument. True or false? True False That’s false. You can use any kind of expression that returns a value for either argument. Copyright © 2015 30 Bird Media LLC
Assessment: Decision-making functions Which of the following are differences between SUMIF and SUMIFS? Choose all correct answers. SUMIF can take more than one criterion, while SUMIFS takes a single criterion. SUMIFS can take more than one criterion, while SUMIF takes a single criterion. SUMIFS cannot be used with numeric criteria. The sum_range argument comes first in SUMIFS, but last in SUMIF. A and D are correct. It’s true that SUMIF can take more than one criterion, while SUMIFS takes a single criterion, and that The sum_range argument comes first in SUMIFS, but last in SUMIF. Copyright © 2015 30 Bird Media LLC
Module B: Lookup and reference functions You will learn how to: Use a lookup function to find an exact match for a value and then return another value Use a lookup function to find an approximate match in a range, and then return another value Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Using VLOOKUP lookup_value is the cell to look for in the table_array. table_array is the lookup table. col_index_number is the relative position of the column range_lookup determines whether you use a range or not. Copyright © 2015 30 Bird Media LLC
Using VLOOKUP to return the sales total for a rep Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Range lookups Tax Table: A ranged lookup Copyright © 2015 30 Bird Media LLC
Using a range lookup to determine commissions Copyright © 2015 30 Bird Media LLC
The MATCH and INDEX functions lookup_value :the value to find. lookup_array : the table match type: 1 will find the largest value; 0 will find the exact match; -1 will find the smallest value. array: the table. row_num: the relative row column_num: the relative column Copyright © 2015 30 Bird Media LLC
Using MATCH and INDEX to return values from a table Copyright © 2015 30 Bird Media LLC
Assessment: Lookup and reference functions To use a lookup function, you must sort the values in the first column or row of the lookup table. True or false? True False That’s false. You need to sort the first row or column only if you want to use a range lookup. Copyright © 2015 30 Bird Media LLC
Assessment: Lookup and reference functions Which function would you use to return the relative position of data within an array? INDEX LOOKUP MATCH C. The correct function for this is MATCH. Copyright © 2015 30 Bird Media LLC
Assessment: Lookup and reference functions MATCH can perform range-type lookups on an array sorted in ascending or descending order. True or false? True False True. You just have to specify the correct match_type argument. Copyright © 2015 30 Bird Media LLC
Summary: Logical and lookup functions You should now know: About using functions to make decisions, how to use the IF function to return different values, depending on whether a condition is true; how to nest IF functions, or use AND or OR to make more complex decisions; and how to use SUMIF and SUMIFS to calculate sums according to criteria About how lookup function work, how to use VLOOKUP to return a value from a table based on a lookup value, and how to use MATCH and INDEX to find the location of a value in a table and then return that value Copyright © 2015 30 Bird Media LLC
Synthesis: Logical and lookup functions Copyright © 2015 30 Bird Media LLC
Synthesis: Logical and lookup functions Copyright © 2015 30 Bird Media LLC
Chapter 17: Advanced Formulas You will learn: About formulas auditing features, and how to find errors in your formulas How to control formula options How to use array functions to streamline workbooks and save resources Copyright © 2015 30 Bird Media LLC
Module A: Auditing and error-trapping You will learn how to: Trace precedent and dependent cells for a formula Find and correct the source of errors in a formulas Evaluate a formula to understand what it does Use IFERROR to display a value if a formula produces an error Copyright © 2015 30 Bird Media LLC
Precedents and Dependents Copyright © 2015 30 Bird Media LLC
Showing precedent and dependent relationships Copyright © 2015 30 Bird Media LLC
Showing precedent and dependent relationships Copyright © 2015 30 Bird Media LLC
Tracing and correcting errors Copyright © 2015 30 Bird Media LLC
Tracking and correcting a formula error Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Error-trapping Untrapped error Trapped error Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Evaluating formulas The Evaluate Formula window: Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Using IFERROR Copyright © 2015 30 Bird Media LLC
Building an IFERROR function Copyright © 2015 30 Bird Media LLC
Assessment: Auditing and error-trapping You can use arrows to trace only one level of precedence and dependence. True or false? True False False. You can use arrows to trace multiple levels of precedence and dependence Copyright © 2015 30 Bird Media LLC
Assessment: Auditing and error-trapping Which of the following are ways to find and fix errors? Choose all that apply. Use the Trace Error command. Evaluate a formula that produces an error. Double-click a cell containing an error. Trace precedents for the cell. Trace dependents for the cell. A,B, and D are correct. They are all ways you can track errors. Copyright © 2015 30 Bird Media LLC
Assessment: Auditing and error-trapping You can use IFERROR to trap logic errors on your worksheets. True or false? True False That’s false. You can’t use IFERROR to trap logic errors. Copyright © 2015 30 Bird Media LLC
Module B: Formula options You will learn: About calculation and iteration, and how to control both How to display formulas Copyright © 2015 30 Bird Media LLC
Changing when a workbook recalculates The Calculation Group on the Formulas tab: Copyright © 2015 30 Bird Media LLC
Experimenting with formula options Copyright © 2015 30 Bird Media LLC
Assessment: Formula options You can recalculate only a single formula in Excel. True or false? True False False. You can recalculate multiple formulas in Excel. Copyright © 2015 30 Bird Media LLC
Assessment: Formula options By default, Excel tries to calculate a circular reference indefinitely. True or false? True False That’s true. Excel will calculate circular references indefinitely by default. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Module C: Arrays You will learn: About arrays, and the various ways in which Excel uses them How to enter an array formula to perform more than one calculation with a single formula How to enter an array function Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC About Arrays Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Array formulas Copyright © 2015 30 Bird Media LLC
Using an array formula to calculate invoice totals Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Array functions Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Assessment: Arrays Array formulas must be entered in more than one cell. True or false? True False False. Array formulas can be entered in single cells. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Assessment: Arrays Which of the following is the keyboard method for entering an array formula? Choose the one correct answer. Ctrl+Enter Shift+Enter Ctrl+Shift+Enter Ctrl+Alt+Enter C is correct. Ctrl+Shift+Enter will enter an array formula. Copyright © 2015 30 Bird Media LLC
Summary: Advanced formulas You should now know: About formula auditing features, including how to trace precedents and dependents, how to find errors in your formulas by tracing them and evaluating formulas, and how to trap errors by using IFERROR How to control formula options such as calculation and iteration, and how to display formulas About arrays, and how to use array formulas and functions to perform multiple calculations on multiple ranges using a single formula Copyright © 2015 30 Bird Media LLC
Synthesis: Advanced formulas Copyright © 2015 30 Bird Media LLC
Chapter 18: Special Functions You will learn: How to use date and time functions How to manipulate text with functions About some of Excel's statistical and financial functions Copyright © 2015 30 Bird Media LLC
Module A: Date and time functions You will learn: How to manipulate dates to give you information about the year, month, day, or day of the week How to calculate days or workdays between two dates, and how to calculate an end date given a start date and a number of workdays Copyright © 2015 30 Bird Media LLC
Getting information from a date Copyright © 2015 30 Bird Media LLC
Working with and converting dates Copyright © 2015 30 Bird Media LLC
Using date calculation functions Copyright © 2015 30 Bird Media LLC
Performing calculations using date functions Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Time Copyright © 2015 30 Bird Media LLC
Performing simple time calculations Copyright © 2015 30 Bird Media LLC
Assessment: Date and time functions In Excel, dates begin with January 1, 1900. True or false? True False True. January 1, 1900 is the first date in Excel. Copyright © 2015 30 Bird Media LLC
Assessment: Date and time functions Which of the following functions would you use to return the name of a month for a date? Choose the one correct answer. DATE MONTH TEXT EOMONTH C. TEXT returns the name of the month for a date. Copyright © 2015 30 Bird Media LLC
Assessment: Date and time functions Which function would you use if you want the number of workdays between two dates in a location where the work week has 6 days? Choose the one correct answer. NETWORKDAYS NETWORKDAYS.INTL WORKDAYS WORKDAYS.INTL The answer is B. NETWORKDAYS.INTL will give the number of days. Copyright © 2015 30 Bird Media LLC
Assessment: Date and time functions Times are stored as numbers between 0 and 24. True or false? True False That’s false. Numbers are not stored that way in Excel. Copyright © 2015 30 Bird Media LLC
Module B: Text functions You will learn how to: Combine and trim text values using text functions Get information out of a text value by using text functions Copyright © 2015 30 Bird Media LLC
Combining and trimming text Copyright © 2015 30 Bird Media LLC
Exercise: Combining and trimming text Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Extracting text Copyright © 2015 30 Bird Media LLC
Getting information about text Copyright © 2015 30 Bird Media LLC
Extracting part of a text string Copyright © 2015 30 Bird Media LLC
Extracting part of a text string Copyright © 2015 30 Bird Media LLC
Assessment: Text functions What would be the result of the function CONCATENATE("My","Name")? Choose the one correct answer. my name My Name myname MyName D is correct. CONCATENATE will yield MyName as a result. Copyright © 2015 30 Bird Media LLC
Assessment: Text functions The LEFT, RIGHT, and MID functions all take the same arguments. True or false? True False That’s false. MID takes different arguments. Copyright © 2015 30 Bird Media LLC
Assessment: Text functions The LEN function takes only a single argument, a text string. True or false? True False True. The LEN function takes only a single text string argument. Copyright © 2015 30 Bird Media LLC
Module C: Other functions You will learn: How to view a category of functions About statistical functions and how to use MEDIAN and STDEV.P About financial functions and how to use FV Copyright © 2015 30 Bird Media LLC
Statistical functions COUNT and COUNTA, which return the count of cells containing numbers and non-blanks, respectively. FORECAST, which returns a value projected along a linear trend. MAX and MIN, which return the maximum and minimum values for a set. RANK.AVG, which returns the ranking of a value within a set. Copyright © 2015 30 Bird Media LLC
Using MEDIAN and STDEV.P Copyright © 2015 30 Bird Media LLC
Calculating AVE, MED and STDEV.P Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Using Count and CountA Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Using FV rate : the interest rate nper : the number of periods pmt : the payment pv : the present value type : options for payment type. Copyright © 2015 30 Bird Media LLC
Comparing future value of investments Copyright © 2015 30 Bird Media LLC
Assessment: Other functions Which function should you use to determining how many cells in a range contain names rather than blank cells? COUNT COUNTA B is correct. Use COUNTA to determine how many cells are blank. Copyright © 2015 30 Bird Media LLC
Assessment: Other functions The FV function can be used to calculate future values of both investments and loans. True or false? True False That’s true. The FV function can give the future value of both investments and loans. Copyright © 2015 30 Bird Media LLC
Summary: Special functions You should now know: About how Excel handles dates and times, how to use functions to get information about dates, and how to calculate dates and times How to use functions to combine, trim, or get information from text values About some of Excel's statistical functions, and how to use the MEDIAN and STDEV.P functions About Excel's financial functions, and how to calculate future value of an investment or load using FV Copyright © 2015 30 Bird Media LLC
Synthesis: Special functions Copyright © 2015 30 Bird Media LLC
Chapter 19: Importing and exporting You will learn: About working with data from other sources in Excel, and the purpose of cube functions How to export Excel workbooks to various formats, and why you would use them Copyright © 2015 30 Bird Media LLC
Module A: External data You will learn: How to import data from a text file into Excel How to get external data from a Microsoft Access database How to get stock information as external data About using PowerPivot to process external data Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC External connections Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Getting external data Copyright © 2015 30 Bird Media LLC
Assessment: External data The only text files that can open in Excel are ones that are structured with delimiters. True or false? True False That’s false. Excel can open text files without delimiters also. Copyright © 2015 30 Bird Media LLC
Assessment: External data Which of the following are data sources for which you can create external connections? Choose all that apply. Microsoft Word SQL databases Web queries Text files Microsoft Access B,C,D, and E are all data sources that can have external connection created. Copyright © 2015 30 Bird Media LLC
Assessment: External data All data you import into Excel is linked to its source. True or false? True False False. Not all imported data in Excel is linked to a source. Copyright © 2015 30 Bird Media LLC
Module B: Exporting data You will learn: About using Save As to export data in various formats How to save worksheets as text files Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Export formats Copyright © 2015 30 Bird Media LLC
Assessment: Exporting data Which format should you save to if you want the greatest number of users to be able to see your formatting worksheet, regardless of the programs they have on their computer? Select the one best answer. Open Document Spreadsheet CSV (Comma delimited) PDF XML Data C is the best answer. PDFs give the most users a view of your formatted worksheet. Copyright © 2015 30 Bird Media LLC
Assessment: Exporting data Which format should you save to if you want users of database programs to be able to easily import the data and structure of your worksheet? Select the one best answer. XPS CSV (Comma delimited) XML B is correct. A CSV file will allow database users to easily access your worksheet. Copyright © 2015 30 Bird Media LLC
Summary: Importing and exporting You should now know: About working with data from other sources in Excel, including how to import, structure, and format text files; how to get and manage external data connections; about importing XML data; and about the purpose of cube functions How to export Excel workbooks to various formats, especially text formats such as CSV, and why you would use different export formats Copyright © 2015 30 Bird Media LLC
Synthesis: Importing and exporting Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Chapter 20: Analysis You will learn: How to perform what-if analysis using scenarios and Goal Seek About the Analysis Toolpak and the tools it provides for analyzing data Copyright © 2015 30 Bird Media LLC
Module A: What-if analysis You will learn how to: Use a watch window to observe formula values change as you change precedent cells Use scenarios to observe how different sets of input values affect worksheet outcomes Use Goal Seek to find input values according to a desired formula outcome Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Scenarios Copyright © 2015 30 Bird Media LLC
Performing what-if analysis on a budget Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Using Goal Seek Copyright © 2015 30 Bird Media LLC
Using Goal Seek to find an input Copyright © 2015 30 Bird Media LLC
Assessment: What-if analysis Which of the following is not cell information that is shown for a watched cell in the watch window? Choose the one correct answer. Workbook Sheet Number format Value Formula C. The number format is not shown in a watched cell. Copyright © 2015 30 Bird Media LLC
Assessment: What-if analysis To add a scenario, you must select the input range before opening the Scenario Manager. True or false? True False False. You do not have to select an input range before opening scenario manager. Copyright © 2015 30 Bird Media LLC
Assessment: What-if analysis Which method would you use to figure out how many of an item to order if you have a budget and know the unit cost? Choose the best answer. Scenarios Goal Seek Solver The answer is B. Goal Seek is the method you would use when working with a budget and a known unit cost. Copyright © 2015 30 Bird Media LLC
Module B: The Analysis Toolpak You will learn: About the Analysis Toolpak, and how to load its add-in How to use the Analysis Toolpak to calculate the Pearson correlation coefficient for two-variable data How to use the Analysis Toolpak to create a histogram for a set of data Copyright © 2015 30 Bird Media LLC
About the Analysis Toolpak Copyright © 2015 30 Bird Media LLC
Analyzing correlation between two data sets Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Creating a histogram Copyright © 2015 30 Bird Media LLC
Assessment: The Analysis Toolpak The Analysis Toolpak is available immediately with a default installation of Excel. True or false? True False False. The Analysis Toolpak is an Add-In that comes with Excel but needs to be installed. Copyright © 2015 30 Bird Media LLC
Assessment: The Analysis Toolpak Which of the following statements is most accurate in regard to correlation? Highly correlated data shows a cause-and-effect relationship. A correlation coefficient of close to +1 shows a high correlation. You can show correlation only for two data sets. B is correct. +1 indicates a high level of correlation. Copyright © 2015 30 Bird Media LLC
Assessment: The Analysis Toolpak The Histogram tool will set up your bins for you. True or false? True False That’s false. You must set up your bins when using the Histogram tool. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Summary: Analysis You should now know: How to perform what-if analysis by using a watch window, how to use scenarios to save and switch between different sets of input values for a worksheet, and how to use Goal Seek to solve for an input value when you have a desired outcome for a formula About the Analysis Toolpak and the tools it provides for analyzing data, how to calculate correlation for two sets of data, and how to create a histogram to show frequency of grouped data values, or bins Copyright © 2015 30 Bird Media LLC
Chapter 21: Macros and forms You will learn: About using macros to automate repetitive tasks, and how to record and run a macro Various ways to run a macro About using forms to gather input from users, and how to create simple forms Copyright © 2015 30 Bird Media LLC
Module A: Recording macros You will learn: What a macro is and how to run one How to record a simple formatting macro How to examine and edit code in a recorded macro How to control the recording of relative and absolute references in a macro Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC About macros Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Security concerns Copyright © 2015 30 Bird Media LLC
Managing macro security Copyright © 2015 30 Bird Media LLC
Running a sales report macro Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Recording a macro Copyright © 2015 30 Bird Media LLC
Recording a macro to format headings Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC VBA code Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Editing macros Copyright © 2015 30 Bird Media LLC
Viewing and modifying a macro’s code Copyright © 2015 30 Bird Media LLC
Controlling references in macros To omit cell selection, select a starting cell before recording. Use Relative References in the Data tab's Code group. To revert to recording absolute selections, toggle Use Relative References Use Ctrl, Shift, and the arrow keys to move to the end of a region Use Ctrl+Shift+* to select the current region around the active cell Copyright © 2015 30 Bird Media LLC
Assessment: Recording macros A colleague sends you a workbook, and when you open it, you get a macro security warning. What should you do? Choose the one best answer. Go ahead and enable the content. Close the workbook immediately. Open the workbook without enabling the content, and ask the colleague about macro content in the workbook. C is the best answer. Consult your colleagues about their macro content before enabling it. Copyright © 2015 30 Bird Media LLC
Assessment: Recording macros Which of the following are ways to run a macro? Choose all correct answers. The Macros window Shortcut keys Buttons or objects All of these are correct answers. Copyright © 2015 30 Bird Media LLC
Assessment: Recording macros You must always select the cell where you want to begin before recording a macro. True or false? True False That’s false. You do not need to select the first cell before recording a macro. Copyright © 2015 30 Bird Media LLC
Assessment: Recording macros You can toggle between recording relative and absolute references while recording a macro. True or false? True False True. You can toggle between reference types as often as you wish while recording a macro. Copyright © 2015 30 Bird Media LLC
Assessment: Recording macros Which of the following are locations where you can store VBA code? Choose all correct answers. The current workbook The global workbook The personal macro workbook A new workbook A, C, and D are all locations where you can store VBA code. Copyright © 2015 30 Bird Media LLC
Module B: Running Macros You will learn how to: Assign macros to buttons on the ribbon or the Quick Access toolbar Assign macros to objects on a worksheet Name macros so that they run when a workbook is opened or closed Copyright © 2015 30 Bird Media LLC
Assigning macros to the ribbon or Quick Access Toolbar. Copyright © 2015 30 Bird Media LLC
Assigning macros to buttons or objects Copyright © 2015 30 Bird Media LLC
Assigning macros to commands, buttons or objects Copyright © 2015 30 Bird Media LLC
Assessment: Running macros You have created a macro to format the headings in a weekly report after you import the data. The macro is stored in a template that you use to create each weekly report. Which method of running the macro is best? Choose the best answer. An Auto_Open macro A button on the Quick Access toolbar A command button A graphic object on the worksheet The answer is D. A graphic object in the worksheet would be the best way to run the macro. Copyright © 2015 30 Bird Media LLC
Assessment: Running macros You have to use the VBA editor to assign a macro to a command button ActiveX control. True or false? True False True. To assign a macro to an Active X control you have to use the VBA editor. Copyright © 2015 30 Bird Media LLC
Assessment: Running macros Which approach would you use to run a macro every time you open Excel? Choose the best answer. Store it in the normal template. Name it Auto_Open, and store it in a workbook called AutoRun. Name it Auto_Open, and store it in your Personal Macro Workbook. Add it to the Quick Access toolbar. C is the best way to run that macro. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Module C: Forms You will learn: About userforms and how they work About the various kinds of controls you can add to a userform How to set properties of userforms and controls How to edit VBA code associated with controls on a userform Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Creating forms Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Inserting controls Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Creating a form Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Creating a form Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Creating a form Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Assessment: Forms Which of the following is the most accurate statement about creating forms? Choose the one best answer. You can create forms in Excel without using VBA. You create forms in the VBA editor, but don't need to use VBA code. You create forms in the VBA editor and use VBA code to control how they work. C. You create and control forms using VBA. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Assessment: Forms You change the name of a form by clicking its title bar and typing. True or false? True False False. That’s not how you change a form’s name. Copyright © 2015 30 Bird Media LLC
Copyright © 2015 30 Bird Media LLC Assessment: Forms Which property of a TextBox control would you access in your VBA code to obtain the text a user typed into the text box? Choose the one correct answer. Value (Name) Text Caption C is correct. Text is the property you would reference. Copyright © 2015 30 Bird Media LLC
Summary: Macros and forms You should now know: About using macros to automate repetitive tasks, how to record and run a macro, and how to control the recording of relative and absolute references How to assign a macro to the Quick Access toolbar, to a graphical object, or to a command button, and how to cause a macro to run automatically when a workbook is opened or closed About using forms to gather input from users, how to create simple forms and change their properties, how to add controls and change their properties, and how to use VBA procedures to control the interaction between users, controls, and Excel Copyright © 2015 30 Bird Media LLC
Synthesis: Macros and forms Copyright © 2015 30 Bird Media LLC