Copyright © Bird Media LLC

Course Objectives After you complete this course, you will know: How to manage workbooks and customize the Excel environment. 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 and how to use Quick Access features to conveniently analyze data. How to use permissions to control access to and prevent changes in your workbooks and about sharing features such as comments and change tracking. Copyright © Bird Media LLC

Chapter 1: 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

Module 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 Copyright © Bird Media LLC

Moving or Copying Worksheets
Copyright © Bird Media LLC

Inserting and Modifying Hyperlinks

Hyperlinks in the final worksheet

Assessment: Managing Worksheets
You use the Insert tab on the ribbon to insert new worksheets. True or False? True False That’s false. 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

Module B: Customizing Excel
You will learn how to: Customize the Quick Access Toolbar Customize the ribbon, including adding tabs and groups 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

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; collapse the ribbon or add custom tabs, groups, and commands to it Copyright © Bird Media LLC

My Managing Workbooks Synthesis

Module A: Using Names in Formulas
You will learn how to: Assign a name 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 Apply names to selected formulas Use names in formulas Create many names in a single step using the Create from Selection command Use the Name Manager to edit existing names Copyright © Bird Media LLC

Chapter 3: Tables You will learn how to: How to sort data in a range by the values in one or more columns 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 Copyright © Bird Media LLC

Employees by Date of Hire

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

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 Remove duplicate values from a table 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

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

Module D: Transposing Data
You will learn: Use a pasting option to transpose rows and columns in 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 by 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 4: 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 5: 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 How to create relationships between tables and create PivotTables based on related tables 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
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

Assessment: Creating and Formatting PivotTables
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 To display data for a particular value in the slicer field, simply click that value in the slicer. To display results for more than one value, hold down Ctrl while clicking. Selected values are highlighted. To resize a slicer, drag one of its borders or corners. To move a slicer, drag it by the top. Use options on the Slicer Tools tab to control how the slicer looks and behaves. To remove a slicer, simply click its title once, then press Delete. 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: Create and format PivotTables, view their underlying data, and create PivotTables based on external data Manipulate PivotTables to show exactly what you want by filtering or by using a slicer, change field settings for summary and display, and group a field to summarize dates by month or quarter Create PivotCharts either directly from a list or from an existing PivotTable, and manipulate PivotCharts to analyze data Create and observe relationships between tables, and create PivotTables based on related tables Copyright © Bird Media LLC

Synthesis: Cost Min and Max

Synthesis: PivotChart with Slicers

Chapter 6: Presentation Features
You will learn how to: Format cells and ranges based upon conditions you choose Create custom number formats 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, clip art, shape, or word art in a workbook Adjust graphic properties Move, size, or rotate graphics Use SmartArt to create functional, dynamic illustrations, such as organizational or process charts 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 Create custom number formats to show numbers and dates precisely how you want them to appear Insert, move, resize, and change properties for pictures, online pictures, and shapes; insert WordArt and text boxes; and use SmartArt to create functional graphics that illustrate relationships among shapes Copyright © Bird Media LLC

Chapter 7: 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 Use Quick Analysis features to conveniently analyze selected 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

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

Assessment: Sparklines
Sparklines always reside in a single cell. True or false? True False That's true. Copyright © Bird Media LLC

Module C: Quick Analysis
You will learn how to: Use Quick Analysis options to apply conditional formats, create charts, and analyze data in a selected range. Copyright © Bird Media LLC

Quick Analysis options
The Quick Analysis button appears by the bottom-right corner of a selected range. Click it to see tabbed galleries of options for making quick work of the selection. Copyright © Bird Media LLC

Assessment: Quick Analysis
How do you access Quick Analysis features? Choose the one correct answer. The Data tab of the ribbon The Quick Analysis button on the Home tab The Quick Analysis button for a selected range D Copyright © Bird Media LLC

Assessment: Quick Analysis
Which of the following is NOT a main Quick Analysis option? Choose the one correct answer. Conditional formatting Number formatting Tables Charts B Copyright © Bird Media LLC

Summary: Advanced Charts
You should now know: About types of trendlines and how to insert them on charts; how to create combination charts and use a secondary axis; and how to create and then use chart templates to quickly format a chart About sparklines, how to insert them into cells to show snapshots of data, and how to format and customize them How to access and use Quick Analysis features to apply conditional formatting and table formats, or to insert charts, totals, or sparklines Copyright © Bird Media LLC

Combination Chart with Trendlines

Sparklines on Budget Data

Chapter 8: 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, merge multiple versions into one, and mark a workbook as final 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 Restrict who can edit a workbook and what they can edit 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 Mark a workbook as final 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

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 workbook features, and protect a workbook's structure or windows from being changed How to insert, modify, and delete comments; about shared workbooks; how to use Track Changes to mark changes by multiple users; how to compare and merge multiple versions of the same shared workbook; and how to mark a workbook as final Copyright © Bird Media LLC

Copyright © Bird Media LLC

Similar presentations

Presentation on theme: "Copyright © Bird Media LLC"— Presentation transcript:

Similar presentations

About project

Feedback

Log in

Auth with social network:

Copyright © Bird Media LLC

Similar presentations

Presentation on theme: "Copyright © Bird Media LLC"— Presentation transcript:

Similar presentations

About project

Feedback