Copyright © 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 Continued… Copyright © Bird Media LLC

Course Objectives 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. How to manage workbooks and customize the Excel environment. Continued… Copyright © Bird Media LLC

Course Objectives 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. How to use permissions to control access to and prevent changes in your workbooks, about sharing features such as comments and change tracking, how to insert hyperlinks, and how to save a workbook as a web page. Copyright © 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 Launch toolbar. Use the Control Panel. A and C are correct. You can click buttons on the ribbon or on the Quick Launch 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.

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.

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.

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.

Which of the following will close the workbook without exiting Excel? Choose all that apply. Clicking the Close Window button. Clicking the Close button. Clicking Close in Backstage view. A and C are correct.

Summary: Fundamentals
You should now know: How to start Excel and identify its main interface elements How to open a workbook, move around, change simple 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 © Bird Media LLC

Module A: Entering Data
You will learn: About different Excel data types How to enter text and numbers Copyright © Bird Media LLC

Creating a New Workbook
Copyright © 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 © Bird Media LLC

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 © Bird Media LLC

Which of the following are ways that Excel handles numbers that are two 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 © 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 © 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 © 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 © 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 © 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 © 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 © Bird Media LLC

Insert Function Window

Function Arguments Window

Completed My Budget Functions

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 © Bird Media LLC

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 © Bird Media LLC

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 © 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 © Bird Media LLC

Completed My Moving and Copying

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 © Bird Media LLC

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 © Bird Media LLC

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 © 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 © Bird Media LLC

Copying Relative References
R1C1 references: Copied R1C1 references: Copyright © Bird Media LLC

Copying an Absolute Reference
R1C1 absolute reference: Copied formula: Copyright © Bird Media LLC

Completed My Reference Types

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 © Bird Media LLC

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 © 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 the SUM and AVERAGE 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 © Bird Media LLC

My Creating Worksheets Synthesis

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 © Bird Media LLC

Module A: Text Formatting
You will learn: How to format text How to select multiple ranges Copyright © Bird Media LLC

Completed My Text Formatting

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 © 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 © 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 © Bird Media LLC

Formatted Customer Sales

Completed Employees Worksheet

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 © Bird Media LLC

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 © Bird Media LLC

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 © Bird Media LLC

Alignment Possibilities

Completed My Alignment

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 © Bird Media LLC

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 © 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 © 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 © Bird Media LLC

Module E: Styles 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 Copyright © Bird Media LLC

Formatted with Cell Styles

Formatted with Table Styles

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 © 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 © 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 © Bird Media LLC

My Formatting Synthesis

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 © 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 © 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 © Bird Media LLC

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 © Bird Media LLC

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 © 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 © Bird Media LLC

Year 2 with Pasted Formats

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 © Bird Media LLC

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 © Bird Media LLC

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 © 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 © Bird Media LLC

Sales with Insertions, Deletions

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 © Bird Media LLC

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 © 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 © Bird Media LLC

My Manipulating Data Synthesis

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 © Bird Media LLC

Selecting Data for a Chart

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 © Bird Media LLC

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 © Bird Media LLC

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 © 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 © Bird Media LLC

Change Chart Type Window

Selecting Data for Pie Chart

Completed Products by Quarter

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 © Bird Media LLC

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 © Bird Media LLC

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 © Bird Media LLC

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 © Bird Media LLC

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 © 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 © Bird Media LLC

Completed Monthly Sales Chart

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 © 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 © 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 © Bird Media LLC

How can you save the arrangement of multiple windows for a single workbook? Save the workbook. Save a workspace. Save the arrangement. B is correct. The arrangement of windows isn't saved with the workbook. You need to save a workspace. Copyright © 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 © Bird Media LLC

Printing Landscape with Gridlines

Header & Footer Elements

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 © Bird Media LLC

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 © Bird Media LLC

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 © Bird Media LLC

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 © 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 attachment, or online by using OneDrive Copyright © Bird Media LLC

Other Formats Format Useful when... Excel 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 © 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 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 © Bird Media LLC

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 attachment directly from Excel by using a Save & Send option in Backstage view. Copyright © 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 © 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 © 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 © 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 © 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 © Bird Media LLC

Expense Report from Template

Opening the Templates Folder

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 © Bird Media LLC

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 © Bird Media LLC

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 © 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 © Bird Media LLC

Customer Form from Template

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 © Bird Media LLC

Topic 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 Edit more than worksheet at a time by creating a group Copyright © Bird Media LLC

Moving or Copying Worksheets

Headings Formatted by Grouping

Assessment: Managing Worksheets
You use the Insert tab on the ribbon to insert new worksheets. True or False? True False That’s true. You actually use either the Cells group of the Home tab (on the ribbon), or the context menus for the worksheet tabs. Copyright © Bird Media LLC

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 © Bird Media LLC

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 © Bird Media LLC

Topic B: Customizing Excel
You will learn how to: Customize the Quick Access Toolbar Customize the ribbon, including adding tabs and groups Create a custom view to save print and display settings Copyright © Bird Media LLC

Customizing the Quick Access Toolbar

Customizing the Ribbon

Custom Tab on the Ribbon

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 © Bird Media LLC

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 © Bird Media LLC

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 © Bird Media LLC

Which of the following can be saved with a custom view? Choose all that apply. Cell shading Hidden columns and rows Number formatting Print area B and D are correct. You can save hidden rows and columns, filter settings, and print settings, but not formatting. Copyright © 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; minimize the ribbon or add custom tabs, groups, and commands to it; and create and show custom views Copyright © Bird Media LLC

My Managing Workbooks Synthesis

Module A: Using Names in Formulas
You will learn how to: Create a name to refer 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 © Bird Media LLC

Formulas Using Named Ranges

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 © Bird Media LLC

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 © Bird Media LLC

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 © Bird Media LLC

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 © 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 Use names in formulas Create many names in a single step using the Create from Selection command Apply names to selected formulas Use the Name Manager to edit existing names Copyright © Bird Media LLC

Chapter 10: Tables You will learn how to: How to sort data in a range by values or by other cell attributes 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 © 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 Sort by other attributes of cells, such as fill or font color Copyright © Bird Media LLC

Employees by Date of Hire

Employees by Cell Color

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 © 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 © Bird Media LLC

Assessment: Sorting What is the best way to sort by more than one column? Choose the best answer. Sort by the primary column, then perform a second sort by the secondary column. Add levels in the Sort window. You cannot sort by more than one column. Sort by the secondary column first, then sort by the primary column. B is correct. You need to use the Sort window and add more than one level. Although D will work, it's inefficient. Copyright © 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 Copyright © 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 © Bird Media LLC

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 © Bird Media LLC

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 © Bird Media LLC

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 © Bird Media LLC

Creating a Validation Rule

Department Validation List

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 © Bird Media LLC

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 © Bird Media LLC

Topic D: Transposing Data
You will learn: How to transpose the rows and columns of a range Copyright © 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 © Bird Media LLC

Assessment: Transposing Data
Excel updates references in transposed formulas. True or false? True False That's true. Copyright © Bird Media LLC

Summary: Tables You should now know: How to sort data in 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 © 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 © 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 © Bird Media LLC

Consolidated Sales Data

Consolidating with Links
Category Using SUM Link to Source Copyright © 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 © Bird Media LLC

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 © Bird Media LLC

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 © Bird Media LLC

Two Levels of Subtotals

Pasted Subtotals Report

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 © Bird Media LLC

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 © Bird Media LLC

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 © 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 © Bird Media LLC

My Summarizing Synthesis

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 Copyright © 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 © Bird Media LLC

PivotTable Tools Design Tab

A Formatted PivotTable

Invoices for Daniels, Indus Tea

Assessment: Creating and Formatting PivotTables
PivotTables can be created from data outside of Excel. True or false? True False That's true. You can create external data connections, and then create PivotTables based on data from other sources, such as SQL or Access databases. Copyright © Bird Media LLC

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 © Bird Media LLC

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 © 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 © Bird Media LLC

Sort and Filter Options

Using Slicers Click to display data for a value. Hold down Ctrl while clicking to display multiple values. Drag a border or corner to resize it. Drag by its top to move it. Use the Slicer Tools tab to control its looks and behavior. Click once, and press Delete to remove it. Copyright © Bird Media LLC

Showing Min and Max Values

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 © Bird Media LLC

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 © Bird Media LLC

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 © Bird Media LLC

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 © Bird Media LLC

Filtering a PivotChart

PivotChart with Slicer

Assessment: PivotCharts
You can create a PivotChart without first creating a PivotTable. True or false? True False That's true. Copyright © 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 © Bird Media LLC

Summary: PivotTables You should now know: About PivotTables features, how to create and format them, how to view their underlying data, and how to create them based on external data How to manipulate PivotTables to show exactly what you want by filtering or by using a slicer, how to change field settings for summary and display, and how to group a field to summarize dates by month or quarter How to create PivotCharts either directly from a list or from an existing PivotTable, and how to manipulate PivotCharts in order to analyze data Copyright © Bird Media LLC

Synthesis: Cost Min and Max

Synthesis: PivotChart with Slicers

Chapter 13: Presentation Features
You will learn how to: Format cells and ranges based upon conditions you choose Insert and manage various kinds of graphics Copyright © 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 © Bird Media LLC

Conditional Format Examples
Values Greater Than 100 Rows Colored by Region Copyright © Bird Media LLC

Conditional Format Rules
Highlight Cells Top/Bottom Copyright © Bird Media LLC

Sales Data with Conditional Formats

Data Bar and Icon Set Options
Data Bar Options Icon Set Options Copyright © Bird Media LLC

Sales Data with Icon Set

Formatting Rows With a Formula

Assessment: Conditional Formats
You can use conditional formatting on both numbers and text values. True or false? True False That's true. Copyright © Bird Media LLC

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 © Bird Media LLC

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 © Bird Media LLC

Module B: Graphics You will learn how to: Insert a picture or clip art in a workbook, and move, size, or rotate it Use smart art to create functional, dynamic illustrations such as organizational or process charts Take screenshots and how to work with shapes Adjust graphics by using image tools Copyright © Bird Media LLC

PictureTools Adjust Group

Adjusting Graphics To Accomplish This: To This: Sharpen or soften an image Click Corrections, then click a Sharpen or Soften option. Change brightness or contrast Click Corrections, then click Brightness or Contrast option. Change color settings Click Color, then click an option for color saturation, color tone, or to recolor. Add artistic effects Click Artistic Effects, then click an option. Copyright © 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 © 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 © 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 © 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 Insert, move, size, and rotate pictures, clip art, and shapes; use SmartArt to create functional graphics that illustrate relationships among shapes; and use picture tools to adjust images after you've inserted them Copyright © Bird Media LLC

Synthesis: Process Arrows

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 Copyright © 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 © Bird Media LLC

A Polynomial Trendline

Applying a Chart Template

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 © Bird Media LLC

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 © Bird Media LLC

Sample Column Sparklines

Sparkline Formatting Options
Show Marker Colors Copyright © Bird Media LLC

Sparklines with High Points

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 © Bird Media LLC

Win/loss sparklines show whether a value is above or below zero, but not degree. True or false? True False That's true. Each marker in a win/loss sparklines shows only whether its value is above or below zero, not how far above or below. Copyright © Bird Media LLC

Summary: Advanced Charts
You should now know: About types of trendlines and how to insert them on charts How to combine chart types and plot series on more than one axis How to create a chart template and then use it to quickly format new charts About sparklines, and how to insert them in cells to show snapshots of data How to format and customize sparklines About when and how to use win/loss sparklines Copyright © Bird Media LLC

Combination Chart with Trendlines

Sparklines on Budget Data

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, and merge multiple versions into one How to save a workbook for the web, and how to work with hyperlinks Copyright © 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 © Bird Media LLC

Protecting Workbook Structure

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 © Bird Media LLC

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 © Bird Media LLC

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 © Bird Media LLC

Module B: Shared Workbooks
You will learn how to: Insert, view, edit, and delete comments in a workbook. 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. Copyright © 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 © Bird Media LLC

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 © Bird Media LLC

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 © Bird Media LLC

Workbook with Hyperlinks

Web Page File Type Options

Assessment: Web Features
You cannot use hyperlinks to send . True or false? True False That's false. You actually can create hyperlinks. Copyright © Bird Media LLC

How do you change the formatting for unclicked or followed hyperlinks? Choose the one correct answer. Use the Modify Hyperlink window. Format the hyperlink both before and after clicking it. Modify the associated cell styles. C is correct. You right-click the associated style, and then click Modify. Copyright © Bird Media LLC

The file name of a web page and its title are different things. True or false? True False That's true. You control the title by clicking the Change Title button while saving the workbook as a web page. Copyright © 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 features of a workbook, and protect a workbook's structure or windows from being changed How to insert, modify, and delete comments, about shared workbooks and how to use the track changes feature to mark changes by multiple users, and how to compare and merge multiple versions of the same shared workbook How to insert, modify, and format various kinds of hyperlinks, and how to save a workbook as a web page that can be viewed in a browser Copyright © Bird Media LLC

Tucana Customers Web Page

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 © 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 Use SUMIF and SUMIFS to calculate totals only when one or more conditions are met Copyright © Bird Media LLC

Using IF to determine sales commissions

Using nested functions to make more complex decisions

Building a SUMIF function

Using SUMIFS to calculate based on a date range

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 © Bird Media LLC

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 © Bird Media LLC

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 © 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 Use INDEX and MATCH together to look up values based on two variables Copyright © 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 © Bird Media LLC

Using VLOOKUP to return the sales total for a rep

Using a range lookup to determine commissions

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 © Bird Media LLC

Using MATCH and INDEX to return values from a table

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 © Bird Media LLC

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 © 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 © Bird Media LLC

Synthesis: Logical and lookup functions

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 © 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 © Bird Media LLC

Precedents and Dependents

Showing precedent and dependent relationships

Tracing and correcting errors

Tracking and correcting a formula error

Building an IFERROR function

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 © Bird Media LLC

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 © Bird Media LLC

Module B: Formula options
You will learn: About calculation and iteration, and how to control both How to display formulas Copyright © Bird Media LLC

Experimenting with formula options

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 © 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 © 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 © Bird Media LLC

Using an array formula to calculate invoice totals

Using an array function to calculate a grand total

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 © 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 © Bird Media LLC

Synthesis: Advanced formulas

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 functions About some of Excel's financial functions Copyright © 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 About how Excel handles times Copyright © Bird Media LLC

Getting information from a date

Working with and converting dates

Using date calculation functions

Performing calculations using date functions

Performing simple time calculations

Assessment: Date and time functions
In Excel, dates begin with January 1, True or false? True False True. January 1, 1900 is the first date in Excel. Copyright © Bird Media LLC

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 © Bird Media LLC

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 © 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 © Bird Media LLC

Combining and trimming text

Exercise: Combining and trimming text

Getting information about text

Extracting part of a text string

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 © 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 © Bird Media LLC

Statistical functions
FORECAST: a projected linear trend value. GEOMEAN: the geometric mean. MAX and MIN: the maximum/ minimum values RANK.AVG: the ranking of a value VAR.P: the variance within a population. Copyright © Bird Media LLC

Using MEDIAN and STDEV.P

Calculating AVE, MED and STDEV.P

Comparing future value of investments

Assessment: Other functions
The MEDIAN function calculates the average of a set of values. True or false? True False False. Median does not return the average value. Copyright © 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 © 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 © Bird Media LLC

Synthesis: Special functions

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 © 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 importing XML data Copyright © 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 © Bird Media LLC

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 © 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 © 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 © 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 © 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 © Bird Media LLC

Synthesis: Importing and exporting

Performing what-if analysis on a budget

Using Goal Seek to find an input

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 © 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 © 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 © Bird Media LLC

About the Analysis Toolpak

Analyzing correlation between two data sets

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 © Bird Media LLC

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 © Bird Media LLC

Summary: Analysis You should now know: How to perform what-if analysis by using scenarios to save and switch between different sets of input values for a worksheet 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 © 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 © 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 © Bird Media LLC

Managing macro security

Running a sales report macro

Recording a macro to format headings

Viewing and modifying a macro’s code

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 © 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 © Bird Media LLC

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 © Bird Media LLC

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 © Bird Media LLC

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 © 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 © Bird Media LLC

Assigning macros to the ribbon or Quick Access Toolbar.

Assigning macros to buttons or objects

Assigning macros to commands, buttons or objects

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 © Bird Media LLC

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 © Bird Media LLC

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 © 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 © 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 © 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 © 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 © Bird Media LLC

Synthesis: Macros and forms

Copyright © Bird Media LLC

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