Microsoft, Active Sync, Active X, Excel, Hotmail, InfoPath, Internet Explorer, MSN, OneNote, Outlook, PowerPoint, SharePoint, Smart Art, Verdana, Visual Basic, Windows, Windows Mobile, Windows XP, Windows Vista, Windows 7, and Windows 8 are either registered trademarks or a trademark of Microsoft Corporation in the United States and/or other countries. © 2010 by Microsoft Corporation. All rights reserved. Microsoft ® Excel 2010: Level 2

Course Introduction This is the second of our two-part tutorial introducing this business and organizational application as part of the suite of Microsoft® Office 2010 Products. This course will introduce: An exploration of the Excel formula from construction to conceptualization The multitasking power of worksheet functions and their ease of use Techniques for converting data to dynamic tables and charts aiding in the appropriate dissemination of information Microsoft® Excel 2010 Copyright ©2012, Netsmart Technologies, Inc. All Rights Reserved.

Course Objectives Copyright ©2012, Netsmart Technologies, Inc. All Rights Reserved. After completing this course, participants should be able to: Describe the basic structure of a Microsoft® Excel formula Identify the purpose of worksheet functions and how they are used Utilize ranges of data for improved organization and calculation functionality Transform existing data into a chart using the available styles and formats Understand the proper methods for sorting data

Formulas

Understanding Formulas Formulas must always start with an equal sign (=) when typed out in Excel. Benefits: Allow you to dynamically calculate values that can exist in multiple cells or across spreadsheets. Saves time and removes risk of costly errors associated with manual manipulation or calculation. Copyright ©2012, Netsmart Technologies, Inc. All Rights Reserved.

Working with Constants Creating a formula requires certain components to function. The data calculated is the operand, while the symbol defining the calculation is the operator. = = Constant Operator Copyright ©2012, Netsmart Technologies, Inc. All Rights Reserved.

Hello, Operator? Formulas use specific operators to identify the calculation to be performed. These are symbols to represent relationships between numbers. There are four different types: Arithmetic Used to generate basic mathematical processes between values For example: (+) addition, (*) multiplication and (/) for division Arithmetic Used to generate basic mathematical processes between values For example: (+) addition, (*) multiplication and (/) for division Comparison Used to review two numbers for a specific degree and confirm or deny it For example: (=) equal to, (>) greater than and (<=) less than or equal to Comparison Used to review two numbers for a specific degree and confirm or deny it For example: (=) equal to, (>) greater than and (<=) less than or equal to Text Concatenation Takes two values and combines them For example: (&) ampersand Text Concatenation Takes two values and combines them For example: (&) ampersand Reference Operators Used to combine ranges of cells For example: (:) to designate a range (,) to designate individual data items Reference Operators Used to combine ranges of cells For example: (:) to designate a range (,) to designate individual data items Copyright ©2012, Netsmart Technologies, Inc. All Rights Reserved.

Worksheet Functions

Organizing Data

Order of Operations Calculating numbers are always done in a specific order. Excel has a set order for operators and syntax to be computed. Parenthesis Exponents Multiplication/Division Addition/Subtraction An acronym for these six value types: Please Excuse My Dear Aunt Sally Copyright ©2012, Netsmart Technologies, Inc. All Rights Reserved.

Worksheet Functions

The Use of Functions Formulas can contain worksheet functions, pieces of built-in code acting as shortcuts to performing specific jobs. Functions assist to:  Simplify the construction of formulas  Allow formulas to perform incredibly complex calculations  Speed up some editing tasks  Provide conditional aspects to formula creation; that is, installing some decision-making properties Copyright ©2012, Netsmart Technologies, Inc. All Rights Reserved.

Copyright ©2011, Netsmart Technologies, Inc. All Rights Reserved.

Function Categories Date and Time Allows you to calculate values between given dates as well as express dates in various formats. Example Number of weekdays employee worked from 01/01/2011 through 06/01/2011. Date and Time Allows you to calculate values between given dates as well as express dates in various formats. Example Number of weekdays employee worked from 01/01/2011 through 06/01/2011. Date and Time Information Statistical Math and Trig Logical Test Financial Lookup or Reference Logical Test This allows you to test the If/Then question: decision- making situations with specific results. Example Did our sales staff meet its monthly quota? Logical Test This allows you to test the If/Then question: decision- making situations with specific results. Example Did our sales staff meet its monthly quota? Lookup and Reference This is useful when comparing or contrasting groups of data in order to locate specific traits. Example How many times did Alaskan consumers contact our inbound call center in March? Lookup and Reference This is useful when comparing or contrasting groups of data in order to locate specific traits. Example How many times did Alaskan consumers contact our inbound call center in March? Math and Trig This provides you a large group of mathematical and trigonometry functions. Example All monetary values in Column A need to be rounded to the nearest penny. Math and Trig This provides you a large group of mathematical and trigonometry functions. Example All monetary values in Column A need to be rounded to the nearest penny. Financial These enable you to generate various business calculations dealing with money. Example What is the amount of interest I owe on my home’s mortgage amount? Financial These enable you to generate various business calculations dealing with money. Example What is the amount of interest I owe on my home’s mortgage amount? Statistical This group allows you to generate statistical information about a group of data. Example For a given set of numbers, what is the mean, mode and median? Statistical This group allows you to generate statistical information about a group of data. Example For a given set of numbers, what is the mean, mode and median? Information These functions assist you in defining the type of data in a specific cell or group of cells. Example Does cell D5 contain text or numbers? Information These functions assist you in defining the type of data in a specific cell or group of cells. Example Does cell D5 contain text or numbers? Copyright ©2012, Netsmart Technologies, Inc. All Rights Reserved.

Correcting Mistakes Two types of problems you will encounter are errors and circular references. An error results when Excel cannot calculate a formula because of bad data. A circular reference occurs when a cell is referring to itself. Copyright ©2012, Netsmart Technologies, Inc. All Rights Reserved.

Utilizing Ranges

Range Management Copyright ©2012, Netsmart Technologies, Inc. All Rights Reserved. Ranges allow us to manage large groups of data. Naming ranges aids designers and users to identify information within a respective area. Use the Name Manager (Ctrl + F3) to filter, modify or delete ranges. Name Box:

Table and Charts

Display Enhancements

Conditional Formatting Provides visual displays easily activated for areas of your worksheet. Applies colors and icons to statistics that change to reflect their condition, such as:  High or low  Over or under  Within specific limits Copyright ©2012, Netsmart Technologies, Inc. All Rights Reserved.

Organizing Data

Sorting Order The order in which you sort data can either be by alphabet (A through Z or Z through A) or via a custom- defined order. When sorting by the alphabet in ascending or first to last order, information will populate as follows: 1.Numbers (low to high) 2.Dates (earliest date first) 3.Spaces 4.Special Characters 5.Alphabet Copyright ©2012, Netsmart Technologies, Inc. All Rights Reserved.

Copyright ©2011, Netsmart Technologies, Inc. All Rights Reserved.

Printing Preparations

Data Protection

Summary We explored the basic structure of a Microsoft® Excel 2010 formula We examined the benefits and methods of applying a worksheet function We discussed ways of using the data range within common formula creation We reviewed the process of transforming data into tables and charts We also examined various ways of sorting data Copyright ©2012, Netsmart Technologies, Inc. All Rights Reserved.

Take the Survey Click the button below to GO TO THE COURSE SURVEY. (You will be asked to answer one Exam question before proceeding to the survey.) Copyright ©2012, Netsmart Technologies, Inc. All Rights Reserved.