1. Beyond the Basics Excel Training
Professional Development
October 24, 2016
Business Services Department
Herlinda Cope – Purchasing Agent / Luis Hinojosa – District Comptroller

2. Class Objectives O-1 O-2 O-3 O-4 O-5
Develop Technical Skills in Excel – Charts and Graphs
O-2
Develop Technical Skills in Excel - Formulas
O-3
Develop Technical Skills in Excel - Functions
O-4
Increase Understanding of Excel’s Capabilities
O-5
Promote Collaboration When Working In Excel and
Other Microsoft Applications.

3. Summary of Contents 1 2 3 4 5 Intro / Overview of Basics (Luis)
Charts and Graphs (Ms. Cope) 3
Formulas and Functions (Luis) 4
Capstone – Spurs Data (Luis) 5
Wrap Up (Ms. Cope)

4. Summary of Cons Intro / Overview of Basics1
Intro / Overview of Basics
Summary of Cons
Beyond the Basics: Why Continue To Learn Excel?
Define Beginner, Intermediate and Advanced
Important General Skills to Develop
Helpful Key Points of Understanding

5. How do you get to Carnegie Hall?1
Intro / Overview of Basics
Summary of Cons
Beyond the Basics: Why Continue To Learn Excel?
Increase productivity by working smarter, not harder.
Increase your value contribution to simple and complex projects.
Define Beginner, Intermediate and Advanced
Beginner – Data entry and basic calculations; Limited knowledge of practical Excel functionality
Intermediate – Understands formulas and functions and continues to incorporate them into everyday responsibilities with reasonable fluency.
Advanced – Capable of integrating formulas and functions to achieve complex tasks/calculations with a high level of fluency. Great insight into identifying opportunities for increased productivity using Excel and other MS applications.
How do you get to Carnegie Hall?
Practice, Practice, Practice

6. Summary of Cons Intro / Overview of Basics1
Intro / Overview of Basics
Summary of Cons
Important General Skills to Develop
Charts and Graphs.
Formulas and Functions
Helpful Key Points of Understanding
Formulas
Formulas in Excel follow the order of operations which can be remembers using the acronym:
PEMDAS – Please Excuse My Dear Aunt Sally
Functions
Functions in Excel is a preset formula that is intended to carry out specific calculations in the cell in which it is located. They are remarkably helpful.
Spreadsheet Integrity: The more complex the Excel spreadsheet, the more important it is to review the spreadsheet prior to calling it your own.

7. Summary of Cons Charts and Graphs 2 O-1
Before a chart is prepared, ask, what is the purpose of the chart? To compare? To help visualize a point?
A chart basically can show the relationships between numbers and text.
Charts should be simple, easy to understand, visually pleasing.
A chart may be placed in various places. It can be placed next to the data or the chart can be placed in a separate worksheet. The chart can also be copied to software such as Word.
O-1

8. Summary of Cons Formulas and Functions 3
Module 1: Understanding the Order of Operations - PEMDAS
Module 2: Relative and Absolute Referencing
Module 3: Sum Function
Module 4: Conditional Formatting
Module 5: Concatenate Function
Module 6: Basic Statistics
Module 7: SumIf Function
Module 8: Count, CountA and CountIf Function
Module 9: If Function

9. Summary of Cons Capstone – Spurs Data 4
Please hide Modules 1 through Module 9
Complete the table presented in Module 10 and then prepare a chart/graph of your choice to best present a part of the underlying Spurs data.
GOOD LUCK – Please use help function and feel free to help each other. Assisting others is the best way to learn or reinforce your understanding of Excel.
O-2
O-3

10. Summary of Cons Wrap Up 5 O-1 O-2 O-3 O-4 O-5
Develop Technical Skills in Excel – Charts and Graphs
O-2
Develop Technical Skills in Excel - Formulas
O-3
Develop Technical Skills in Excel - Functions
O-4
Increase Understanding of Excel’s Capabilities
O-5
Promote Collaboration When Working In Excel and
Other Microsoft Applications.

11. Summary of Cons Wrap Up Did we address the skills that5
Wrap Up
Summary of Cons
Did we address the skills that
you wanted to learn today?