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| | Tel: 020 7920 9500 | | Computer Training & Personal Development Microsoft Office Excel 2007 Intermediate.

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Presentation on theme: "| | Tel: 020 7920 9500 | | Computer Training & Personal Development Microsoft Office Excel 2007 Intermediate."— Presentation transcript:

1 | | Tel: | | Computer Training & Personal Development Microsoft Office Excel 2007 Intermediate

2 In this section you will learn how to: Navigate, perform basic tasks, and change views with My Computer Use the My Places Toolbar Use File Formats Use File Properties Use AutoRecover Upgrade a workbook Open and use a template Download a template Create a new template SECTION 1: File Tasks

3 Lesson 1.1: Using My Comp. It is imperative you know how to access the different places on your computer in order to extract the information you need. The Open dialog box in Excel (and many other programs) helps you find files.

4 Lesson 1.1: Using My Comp. Using the My Places Toolbar (XP) Quick links to places on your computer

5 Lesson 1.1: Using My Comp. Using the Navigation Pane (7/Vista) Quick links to places on your computer

6 Lesson 1.1: Using My Comp. Navigating with My Computer (XP) Different drives, basic nav. buttons

7 Lesson 1.1: Using My Comp. Navigating with My Computer (7/Vista) Different drives, basic nav. buttons

8 Lesson 1.1: Using My Comp. Performing Basics Tasks Delete, rename files and folders

9 Lesson 1.1: Using My Comp. Changing Views See more/less files at once

10 Lesson 1.2: Saving your Files Nearly everything you do will result in a saved file. You will learn about AutoRecover, file properties, and file formats in this section.

11 Lesson 1.2: Saving your Files File Formats Each file type has a different extension

12 Lesson 1.2: Saving your Files File Properties (XP) Right-click to modify properties

13 Lesson 1.2: Saving your Files File Properties (7/Vista) Right-click to modify properties

14 Lesson 1.2: Saving your Files AutoRecover Saves your work every 10 minutes

15 Lesson 1.2: Saving your Files Upgrading a Workbook Upgrade Excel  Excel 2007

16 Lesson 1.3: Using Templates The majority of spreadsheets you will use have a template to get you started. Excel lets you modify and create templates too.

17 Lesson 1.3: Using Templates Opening a Template Office Menu  New

18 Lesson 1.3: Using Templates Downloading a Template Downloaded from Office Online

19 Lesson 1.3: Using Templates Using a Template Enter data as normal; Excel will format accordingly

20 Lesson 1.3: Using Templates Creating a Template (XP) Customize, save file as template

21 Lesson 1.3: Using Templates Creating a Template (7/Vista) Customize, save file as template

22 In this section you will learn about: Relative and absolute cell references Basic mathematical operators Formulas with multiple cell references Fixing errors Using Functions Using the IF function Finding the right function Working with range names Array formulas SECTION 2: Functions/Formulas

23 Lesson 2.1: Using Formulas Excel makes it easy to organize data, but much more functionality is available by using functions to perform operations on your data.

24 Lesson 2.1: Using Formulas Relative and Absolute References Use $ to ‘lock’ the row/column reference

25 Lesson 2.1: Using Formulas Basic Mathematical Operators Control order of operations with ( )

26 Lesson 2.1: Using Formulas Formulas w/Many References Use ( and ) to control operations

27 Lesson 2.1: Using Formulas The Formula Auditing Buttons Check calculations step-by-step

28 Lesson 2.1: Using Formulas Fixing Formula Errors Excel alerts you to errors it encounters

29 Lesson 2.1: Using Formulas Displaying and Printing Formulas Excel options; lets you proof the math

30 Lesson 2.2: Explore Functions A variety of pre-made formulas are available to use in Excel. Just pick your formula and enter the data when prompted!

31 Lesson 2.2: Explore Functions What are Functions? Tools for performing mathematical or logical tests Financial, Logical, Text, Date & Time, Lookup & Reference, Math & Trig, Database, Statistical, Engineering, Cube

32 Lesson 2.2: Explore Functions Finding the Right Function Keyword search or browse library

33 Lesson 2.2: Explore Functions Some Useful & Simple Functions SUMIF, AVERAGE, MIN/MAX

34 Lesson 2.3: Using Functions In this section you will become familiar with conditional functions and nested functions. You will also become more familiar with the specialty functions in Excel, such as statistical functions.

35 Lesson 2.3: Using Functions Inserting Functions Type into formula bar or use command

36 Lesson 2.3: Using Functions Using Functions and AutoFill for Difficult Calculations Select statistical function for complex problems

37 Lesson 2.3: Using Functions Using the IF Function Perform test, then assign value / perform action IF (A1<=100, A1 * 0.5, C3 * 2) If A1 100, C3 is multiplied by 2.

38 Lesson 2.3: Using Functions Working with Nested Functions Functions inside other functions

39 Lesson 2.4: Names & Ranges Large spreadsheets become much more manageable when large groups of data can be referred to by name. Makes working with others easier; ‘Test_Results’ is much more meaningful than D5:D22.

40 Lesson 2.4: Names & Ranges What are Range Names? A block of adjacent cells is named

41 Lesson 2.4: Names & Ranges Defining and Using Range Names Select group and name

42 Lesson 2.4: Names & Ranges Selecting Nonadjacent Ranges Hold Ctrl key and select smaller ranges

43 Lesson 2.4: Names & Ranges Using AutoCalculate Calculations done by Excel on range of data

44 Lesson 2.5: Array Formulas Array formulas are available to work on large blocks of data. Regular formulas and array formulas can be combined together in your spreadsheet.

45 Lesson 2.5: Array Formulas What are Array Formulas? Operations done on two or more adjacent cells

46 Lesson 2.5: Array Formulas Using Basic Array Formulas Cell references are replaced by ranges

47 Lesson 2.5: Array Formulas Functions with Array Formulas Use ranges in place of cell references

48 Lesson 2.5: Array Formulas Using IF Function in Array Formulas Use array reference in formula with { }

49 In this section you will learn how to: Create, use, and modify tables Work with the total row Add fields (columns) and records (rows) Delete records Sort entries Use AutoFilter Use wildcard characters Validate data Work with database functions SECTION 3: Managing Tables

50 Lesson 3.1: Working w/Tables Because of the row structure of a spreadsheet, Excel can be used like a basic database program. Tables are used on ranges of data to help manage the data as a whole.

51 Lesson 3.1: Working w/Tables What is a Table? Adjacent columns of data with heading

52 Lesson 3.1: Working w/Tables Creating Tables Home tab  Format as Table

53 Lesson 3.1: Working w/Tables Modifying Tables Colors, ranges, size, etc. thru Design tab

54 Lesson 3.1: Working w/Tables What is the Total Row? Appears at bottom of table

55 Lesson 3.2: Records & Fields When dealing with a database, it is useful to think of columns as ‘fields’ and rows as ‘records’. You will add fields and records to a table to treat it as a small database.

56 Lesson 3.2: Records & Fields What are Records and Fields? Record is entire row, field is one element of a row

57 Lesson 3.2: Records & Fields Add Fields by Inserting Columns Right-click column header, click Insert

58 Lesson 3.2: Records & Fields Add Records by Inserting Rows Right-click row heading, click Insert

59 Lesson 3.2: Records & Fields Quickly Adding Records Press Enter after typing in bottom cell

60 Lesson 3.2: Records & Fields Deleting Records or Fields Right-click cell, click Delete

61 Lesson 3.3: Tables & Filters Tables are designed to manage and quickly retrieve data. In this lesson you will learn about some of these sorting and filtering tools.

62 Lesson 3.3: Tables & Filters Sorting Data in a Table Click pull-down arrow beside heading

63 Lesson 3.3: Tables & Filters What is an AutoFilter? Filter that operates based on user input

64 Lesson 3.3: Tables & Filters Custom AutoFilters Choose Custom Filter from pull-down arrow, enter criteria

65 Lesson 3.3: Tables & Filters Using an Advanced Filter Define a range of custom search criteria

66 Lesson 3.3: Tables & Filters Copying Filtered Records Copy filtered records to show before & after scenarios

67 Lesson 3.4: Excel as Database You know that you can create tables of data in Excel and use filters. In this lesson you will learn how to apply advanced filters, use wildcards, validate data, and use database functions.

68 Lesson 3.4: Excel as Database Filter with Wildcard Characters * to represent unknown/missing chars. ? for single character

69 Lesson 3.4: Excel as Database Validating your Data Validation rules ensure data consistency

70 Lesson 3.4: Excel as Database What are Database Functions? Specific to database use and involve conditional searching

71 In this section you will learn how to: Insert special characters, symbols, shapes Change diagram types Incorporate text Add and edit WordArt Insert photo/diagram Add and create embedded objects SECTION 4: Enhancing Workbook

72 Lesson 4.1: Customize Workbook Excel includes many different tools to enhance the look of a sheet of numbers. Using WordArt, special shapes, and signature lines, make your spreadsheet stand out if it will be displayed or printed.

73 Lesson 4.1: Customize Workbook Inserting Symbol or Special Char. Mathematical, Latin, Cyrillic, Greek, etc.

74 Lesson 4.1: Customize Workbook Adding and Editing Shapes Choose Shape, then scale, rotate, skew, etc.

75 Lesson 4.1: Customize Workbook Creating and Altering Diagrams Effective in quickly conveying information

76 Lesson 4.1: Customize Workbook Changing the Diagram Type Right-click, Change Layout, and choose new

77 Lesson 4.1: Customize Workbook Incorporating Text Click directly on object, type

78 Lesson 4.1: Customize Workbook Adding a Signature Line Add to printed document for approval

79 Lesson 4.2: Working w/Text Box Add a text box to better drive a point, explain a procedure, or outline some other piece of information. Text boxes are more versatile than simply typing and formatting text in a cell.

80 Lesson 4.2: Working w/Text Box Adding a Text Box Click Text Box tool, click and drag

81 Lesson 4.2: Working w/Text Box Selecting a Text Box Select by clicking, perimeter & handles will appear

82 Lesson 4.2: Working w/Text Box Manipulating a Text Box Click and drag handle, rotate

83 Lesson 4.2: Working w/Text Box Formatting a Text Box Double-click text box to show toolbar

84 Lesson 4.3: WordArt Create eye-catching graphics easily with Excel. Add colors, styles, shading, and more.

85 Lesson 4.3: WordArt Adding WordArt to Spreadsheet Choose style, click and drag box, type

86 Lesson 4.3: WordArt Changing the Font Color Select text, use tools in Format tab

87 Lesson 4.3: WordArt Changing the Outline Color Select text, use tools in Format tab

88 Lesson 4.3: WordArt Adding Effects Select text, use effects in Format tab

89 Lesson 4.4: ClipArt ClipArt is a type of picture, diagram, or illustration meant to enhance something. For example, a small picture of a football player could be included beside a sports statistic spreadsheet. There are many included with Office 2007 and thousands more available online.

90 Lesson 4.4: ClipArt Finding ClipArt Click ClipArt icon and search library

91 Lesson 4.4: ClipArt Inserting ClipArt Double-click art to add to spreadsheet

92 Lesson 4.4: ClipArt Manipulating ClipArt Click to select, click and drag handles to size

93 Lesson 4.4: ClipArt Inserting a Photographic Image Click command, browse, insert, manipulate

94 Lesson 4.5: Using Objects An object can be a file created by another program that is inserted into a spreadsheet. These include images, a video, PowerPoint presentation, Word document, etc.

95 Lesson 4.5: Using Objects Creating New Embedded Objects Click command, choose type, insert

96 Lesson 4.5: Using Objects Embedding Existing Files Click command, browse for file, insert

97 Lesson 4.5: Using Objects Editing Embedded Objects Double-click object, edit in native program

98 Lesson 4.5: Using Objects Embedding Parts of Files Select source file material, Copy  Paste

99 In this section you will learn how to: Protect a sheet and workbook Use the document inspector Use the compatibility inspector Mark a workbook as final Insert and modify Excel data in Word Link Excel data in Word Import objects from Access Publish as PDF Import data from external sources SECTION 5: Finalizing Workbook

100 Lesson 5.1: Protecting Workbook Excel features a few security measures that can be taken against unauthorized viewing or modification of a document. Excel can also protect your data on a sheet by sheet basis.

101 Lesson 5.1: Protecting Workbook Protecting your Workbook Protect data and structure, apply password if desired

102 Lesson 5.1: Protecting Workbook Protecting your Worksheets Prevent data loss and manipulation

103 Lesson 5.1: Protecting Workbook Unlocking Cells Give access only to certain cell(s)

104 Lesson 5.1: Protecting Workbook Protecting your Excel Files Full lock or read-only protection

105 Lesson 5.2: Finishing Workbook If you are sharing your document with others, you should be aware of the metadata that is being sent. You can also use other tools to ensure compatibility with other versions of Microsoft Excel.

106 Lesson 5.2: Finishing Workbook Using the Document Inspector Checks for comments, personal info, custom & invisible content, etc.

107 Lesson 5.2: Finishing Workbook Using the Compatibility Checker Check file for use on older Excel versions

108 Lesson 5.2: Finishing Workbook Marking a Workbook as Final Users can view but not modify

109 Lesson 5.3: Using Excel in Word Word is used for word processing, Excel is commonly used for business data. Therefore, Excel and Word work together to make your documents informative and streamlined.

110 Lesson 5.3: Using Excel in Word Inserting Excel Data in Word Click Object command in Word, browse for Excel file

111 Lesson 5.3: Using Excel in Word Linking Excel Data in Word Copy Excel data, use Paste Special in Word

112 Lesson 5.3: Using Excel in Word Modifying Data after Insertion Right-click  Worksheet Object  Edit

113 Lesson 5.3: Using Excel in Word Inserting Excel Chart into Word Copy chart, Paste into Word

114 Lesson 5.4: Using Excel & Access Spreadsheets organize, analyze, and process data. Databases store, retrieve, filter, and query data. However the two programs are very similar in nature. In this lesson you will learn how to use Excel and Access together.

115 Lesson 5.4: Using Excel & Access Linking Excel to Access DB Use External Data commands in Access

116 Lesson 5.4: Using Excel & Access Import Table, PivotTable, & PivotChart Data from Access External data command in Excel, select file and input options

117 Lesson 5.4: Using Excel & Access Transform Worksheet into DB Import source data into Access

118 Lesson 5.5: Using Excel w/Programs You now know how to use Excel data in Word and Access. Excel data can also be used in Outlook and file types can be saved in many different formats.

119 Lesson 5.5: Using Excel w/Programs Using Outlook to Send Excel Data Send as attachment from Excel menu

120 Lesson 5.5: Using Excel w/Programs Open Excel File in Diff. Format Save file as different format

121 Lesson 5.5: Using Excel w/Programs Import Data from Text File Choose import options based on text info

122 Lesson 5.5: Using Excel w/Programs Import from External Sources Usually from external database servers

123 Lesson 5.5: Using Excel w/Programs Publish as PDF Choose option in Save As menu

124 Lesson 5.5: Using Excel w/Programs Faxing a Workbook Use Internet faxing service to send file

125 MICROSOFT OFFICE EXCEL 2007 INTERMEDIATE Tel:


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