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SECTION 1: File TasksIn 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

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 dialogue box in Excel (and many other programs) helps you find files.

Using the My Places ToolbarQuick links to places on your computer

Navigating with My ComputerDifferent drives, basic nav. buttons

Performing Basics TasksDelete, rename files and folders

Changing ViewsSee more/less files at once

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.

File FormatsEach file type has a different extension

File PropertiesRight-click to modify

properties

AutoRecoverSaves your work every 10 minutes

Upgrading a WorkbookUpgrade Excel 97-2003 Excel 2007

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.

Opening a TemplateOffice Menu New

Downloading a TemplateDownloaded from Office Online

Using a TemplateEnter data as normal; Excel will format accordingly

Creating a TemplateCustomize, save file as template

SECTION 2: Functions/Formulas

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

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.

Relative and Absolute ReferencesUse $ to ‘lock’ the row/column reference

Basic Mathematical OperatorsControl order of operations with ( )

Formulas w/Many ReferencesUse ( and ) to control operations

Fixing Formula ErrorsExcel alerts you to errors it encounters

Displaying and Printing FormulasExcel options; lets you proof the math

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!

What are Functions?Tools for performing mathematical or logical tests

Financial, Logical, Text, Date & Time, Lookup & Reference, Math & Trig, Database, Statistical, Engineering, Cube

Finding the Right FunctionKeyword search or browse library

Some Useful & Simple FunctionsSUMIF, AVERAGE, MIN/MAX

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.

Inserting FunctionsType into formula bar or use command

Using Functions and AutoFill for Difficult CalculationsSelect statistical function for complex problems

Using the IF FunctionPerform test, then assign value / perform action

IF (A1<=100, A1 * 0.5, C3 * 2)

If A1 <= 100 is true, A1 is divided by 2. If A1 > 100, C3 is multiplied by 2.

Working with Nested FunctionsFunctions inside other functions

Lesson 2.4: Names & Ranges

• Large spreadsheets become much more manageable when large chunks of data can be referred to by name.

• Makes working with others easier; ‘Test_Results’ is much more meaningful than D5:D22.

What are Range Names?A block of adjacent cells is named

Defining and Using Range NamesSelect group and name

Select Nonadjacent RangesHold Ctrl key and select smaller ranges

Using AutoCalculateCalculations done by Excel on range of data

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.

What are Array Formulas?Operations done on two or more adjacent cells

Using Basic Array FormulasCell references are replaced by ranges

Functions with Array FormulasUse ranges in place of cell references

Using IF Function in Array FormulaUse array reference in formula with { }

SECTION 3: Managing Tables

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

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.

What is a Table?Adjacent columns of data with heading

Creating TablesHome ribbon

Format as Table

Modifying TablesColors, ranges, size, etc. thru Design ribbon

What is the Total Row?Appears at bottom of table

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.

What are Records and Fields?Record is entire row, field is one element of a row

Add Fields by Inserting ColumnsRight-click column header, click Insert

Add Records by Inserting RowsRight-click row heading, click Insert

Quickly Adding Records Press Enter after typing in bottom cell

Deleting Records or Fields Right-click cell, click Delete

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.

Sorting Data in a TableClick pull-down arrow beside heading

What is an AutoFilter?Filter that operates based on user input

Custom AutoFiltersChoose Custom Filter from pull-down arrow, enter criteria

Using an Advanced FilterDefine a range of custom search criteria

Copying Filtered RecordsCopy filtered records to show before & after scenarios

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.

Filter with Wildcard CharactersTo represent unknown/missing chars., ? for single character

Validating your DataValidation rules ensure data consistency

What are Database Functions?Specific to database use and involve conditional searching

SECTION 4: Enhancing Workbook

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

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.

Inserting Symbol or Special Char.Mathematical, Latin, Cyrillic, Greek, etc.

Adding and Editing ShapesChoose Shape, then scale, rotate, skew, etc.

Creating and Altering DiagramsEffective in quickly conveying information

Changing the Diagram TypeRight-click, Change Layout and choose new

Incorporating TextClick directly on object, type

Adding a Signature LineAdd to printed document for approval

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.

Adding a Text BoxClick Text Box tool, click and drag

Selecting a Text BoxSelect by clicking, perimeter & handles will appear

Manipulating a Text BoxClick and drag handle, rotate

Formatting a Text BoxDouble-click text box to show toolbar

Lesson 4.3: WordArt

• Create eye-catching graphics easily with Excel.

• Add colors, styles, shading and more.

Lesson 4.3: WordArt

Adding WordArt to SpreadsheetChoose style, click and drag box, type

Lesson 4.3: WordArt

Changing the Font ColorSelect text, use tools in Format ribbon

Lesson 4.3: WordArt

Changing the Outline ColorSelect text, use tools in Format ribbon

Lesson 4.3: WordArt

Adding EffectsSelect text, use effects in Format ribbon

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.

Lesson 4.4: ClipArt

Finding ClipArtClick ClipArt icon and search library

Lesson 4.4: ClipArt

Inserting ClipArtDouble-click art to add to spreadsheet

Lesson 4.4: ClipArt

Manipulating ClipArtClick to select, click and drag handles to size

Lesson 4.4: ClipArt

Inserting a Photographic ImageClick command, browse, insert, manipulate

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.

Creating New Embedded ObjectsClick command, choose type, insert

Embedding Existing FilesClick command, browse for file, insert

Editing Embedded ObjectsDouble-click object, edit in native program

Embedding Parts of FilesSelect source file material, Copy Paste

SECTION 5: Finalizing Workbook

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

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.

Protecting your WorkbookProtect data and structure, apply password if desired

Protecting your WorksheetsPrevent data loss and manipulation

Unlocking CellsGive access only to certain cell(s)

Protecting your Excel FilesFull lock or read-only protection

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.

Using the Document InspectorChecks for comments, personal info, custom & invisible content, etc.

Using the Compatibility CheckerCheck file for use on older Excel versions

Marking a Workbook as FinalUsers can view but not modify

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.

Inserting Excel Data in WordClick Object command in Word, browse for Excel file

Linking Excel Data in WordCopy Excel data, use Paste Special in Word

Modifying Data after InsertionRight-click Worksheet Object Edit

Insert Excel Chart into WordCopy chart, Paste into Word

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.

Linking Excel to Access DBUse External Data commands in Access

Import Table, PivotTable, & PivotChart Data from AccessExternal data command in Excel, select file and input options

Transform Worksheet into DBImport source data into Access

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.

Using Outlook to Send Excel DataSend as attachment from Excel menu

Open Excel File in Diff. FormatSave file as different format

Import Data from Text FileChoose import options based on text info

Import from External SourcesUsually from external database servers

Publish as PDFChoose option in Save As menu

Faxing a WorkbookUse Internet Faxing service to send file

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