1. SJSU College of Business Business Productivity Tools Fall 2016 Summary of Lessons and Learning Objectives

2. Review Questions  Beginning of Class:  What did you learn last week?  What did you learn from the homework?  Is there anything you are still unclear on?  End of Class:  What was the most important thing you learned today?  After reviewing the learning objectives, what questions do you still have?  How do you think you will use today’s skills in your real life?

3. Budget 1  What do you know about?  Using icons and shortcuts to format cells.  Entering formulas into cells.  Using the AutoFill handle to copy formulas into adjacent cells.  Using the AutoSum icon to add columns or rows of numbers.  Using a cell reference in a formula.

4. Budget 2  What do you know about?  Using a cell reference instead of a constant in a formula.  Fixing a multiplication formula which gives a value of zero because a cell reference in the formula refers to an empty cell.  Using a dollar sign as part of a cell reference to stop Excel from adjusting a row number when the formula is copied into another row.  Fixing a division formula that shows a #div/0! Error message because the denominator refers to an empty cell.  Using a dollar sign as part of a cell reference to stop Excel from adjusting a column letter when the formula is copied into another column.  Writing a cell reference to a cell in a different worksheet.

5. Charts 1  What do you know about?  Creating a bar chart.  Selecting ranges from different areas on the worksheet using the control key.  Using the tools on the Chart Elements icon.  Using the tools on the Chart Tools Layout tab.  Right-clicking methods to format chart objects.  Using the tools on the Chart Tools Format tab.  Adding textboxes, clip art, and graphics to charts.  Creating a column chart.  Creating a line chart.

6. Charts 2  What do you know about?  Creating a pie chart.  Combining two chart types to make a complex chart.  Creating range names  Creating and customize a Scatter Plot chart.  Creating and use an advanced filter.  Using statistical functions.

7. Customizing Excel  What do you know about?  Using Function keys.  Changing colors and themes.  Customizing printer settings.  Adding icons to the Quick Access Toolbar  Customizing the tabs that appear in the ribbon.  Using the forms tool.  Creating and using a custom list.  Creating and using add-ins.  Creating and using a custom function.

8. DashBoards 1  What do you know about?  Using conditional cell formatting to visually represent data.  Creating a dashboard using Conditional Formatting.  Creating a dashboard using Pivot Table Slicers.  Creating a checklist dashboard.  Using spark lines to show a trend  Creating a dashboard using Pivot Table Slicers.

9. DashBoards 2  What do you know about?  Creating a Gantt Chart.  Creating a Pyramid Chart.  Creating a Beer Mug Dashboard.  Creating a Speedometer Dashboard.  Creating a Thermometer Dashboard

10. Data Tools  What do you know about?  Applying, modifying and removing subtotals.  Creating a subtotals report using the visible cells method.  Creating a subtotals report using the AVERAGEIF function.  Permanently replacing formulas and functions with their values.  Locating and removing duplicate records.  Using advanced filters.

11. Formulas  What do you know about?  Reading and writing Excel formulas.  Understanding what happens to cell references when a formula is copied.  Using the dollar sign ($) symbol in cell references.  Creating a range name and using it in a formula.

12. Functions  What do you know about?  Using the AutoSum icon functions SUM, AVERAGE, COUNT, MINIMUM, and MAXIMUM.  Using date and rounding functions.  Using the RAND function to create a list of random numbers.  Using the paste-special option to replace formulas with their values.  Defining a name for a range of cells and using it in a function.  Using the NPER function to find the number of monthly payments needed to pay off a loan.  Using the PAYMENT function to find the monthly amount needed to pay off a loan.  Protecting cells to make data entry easier.

13. IF Functions  What do you know about?  Creating a Boolean formula that gives a result of either True or False.  Writing an IF Function to select between two formulas based on a variable.  Writing a nested IF Function to use multiple Booleans to compare the contents of a cell to different target values.  Combining the AND function with multiple IF functions. The value for the True result shows when all of the Booleans are True.  Combining the OR function with multiple IF functions. The value for the True result shows when any one of the Booleans is True.  Using the SUMIF, COUNTIF, AVERAGEIF and DATEDIF functions.  Sorting data numerically and alphabetically  Using filters.

14. Inventory  What do you know about?  Simultaneously creating the same form in multiple worksheets.  Hiding and unhiding columns.  Using cell references to other worksheets in a formula.  Using paste-special to replace formulas with their values.

15. LOOKUP Functions  What do you know about?  Understanding the programming terms Object, Instance, & Attribute.  Creating a LOOKUP Function.  Creating a data validation list.  Understanding what causes the #NA error and how to fix it.  Creating a VLOOKUP Function.  Creating an HLOOKUP Function.

16. Macros 1  What do you know about?  Creating a macro.  Replacing formulas with their values using Paste Special.  Creating a button to run a macro.  Using the macro icon to “Run” a macro  Editing a macro.

17. Macros 2  What do you know about?  Creating and customizing worksheet objects using Developer Tools.  Using the VBA editor to create and edit macros.  Testing and debugging macros.  Creating an error handling procedure using If-Then and For-Next loops.

18. Pivot Tables  What do you know about?  Creating a Pivot table in a new worksheet.  Using the Pivot Table Fields dialog box.  Applying and removing filters.  Accessing the Value Field Settings dialog box.  Using the Value Field Settings dialog box.  Grouping values in a date field into categories.  Changing the formatting of a pivot table.  Adding slicers to a pivot table.  Creating a pivot table sub-report.  Creating and altering a pivot chart.

19. Toolkit 1  What do you know about?  Using the AutoFill Handle to quickly enter content into multiple cells.  Applying special date and number formats to cells.  Changing column widths and wrapping text  Adding comments to cells.  Working with multiple worksheets.  Working with ranges and create range names.  Using data validation to restrict the type of data that can be entered into a cell.  Freezing columns and rows so they remain on screen at all times.  Protecting a worksheet.

20. Toolkit 2  What do you know about?  Using array formulas.  Using formula checking tools.  Using the Scenario Manager.  Using Paste Special options.  Inserting pictures.