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This document will help you in using various functions of Microsoft Excel 2007.
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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.
Lesson 1.1: Using My Comp.
Using the My Places ToolbarQuick links to places on your computer
Lesson 1.1: Using My Comp.
Navigating with My ComputerDifferent drives, basic nav. buttons
Lesson 1.1: Using My Comp.
Performing Basics TasksDelete, rename files and folders
Lesson 1.1: Using My Comp.
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.
Lesson 1.2: Saving your Files
File FormatsEach file type has a different extension
Lesson 1.2: Saving your Files
File PropertiesRight-click to modify
properties
Lesson 1.2: Saving your Files
AutoRecoverSaves your work every 10 minutes
Lesson 1.2: Saving your Files
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.
Lesson 1.3: Using Templates
Opening a TemplateOffice Menu New
Lesson 1.3: Using Templates
Downloading a TemplateDownloaded from Office Online
Lesson 1.3: Using Templates
Using a TemplateEnter data as normal; Excel will format accordingly
Lesson 1.3: Using Templates
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.
Lesson 2.1: Using Formulas
Relative and Absolute ReferencesUse $ to ‘lock’ the row/column reference
Lesson 2.1: Using Formulas
Basic Mathematical OperatorsControl order of operations with ( )
Lesson 2.1: Using Formulas
Formulas w/Many ReferencesUse ( and ) to control operations
Lesson 2.1: Using Formulas
Fixing Formula ErrorsExcel alerts you to errors it encounters
Lesson 2.1: Using Formulas
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!
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
Lesson 2.2: Explore Functions
Finding the Right FunctionKeyword search or browse library
Lesson 2.2: Explore Functions
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.
Lesson 2.3: Using Functions
Inserting FunctionsType into formula bar or use command
Lesson 2.3: Using Functions
Using Functions and AutoFill for Difficult CalculationsSelect statistical function for complex problems
Lesson 2.3: Using Functions
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.
Lesson 2.3: Using Functions
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.
Lesson 2.4: Names & Ranges
What are Range Names?A block of adjacent cells is named
Lesson 2.4: Names & Ranges
Defining and Using Range NamesSelect group and name
Lesson 2.4: Names & Ranges
Select Nonadjacent RangesHold Ctrl key and select smaller ranges
Lesson 2.4: Names & 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.
Lesson 2.5: Array Formulas
What are Array Formulas?Operations done on two or more adjacent cells
Lesson 2.5: Array Formulas
Using Basic Array FormulasCell references are replaced by ranges
Lesson 2.5: Array Formulas
Functions with Array FormulasUse ranges in place of cell references
Lesson 2.5: Array Formulas
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.
Lesson 3.1: Working w/Tables
What is a Table?Adjacent columns of data with heading
Lesson 3.1: Working w/Tables
Creating TablesHome ribbon
Format as Table
Lesson 3.1: Working w/Tables
Modifying TablesColors, ranges, size, etc. thru Design ribbon
Lesson 3.1: Working w/Tables
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.
Lesson 3.2: Records & Fields
What are Records and Fields?Record is entire row, field is one element of a row
Lesson 3.2: Records & Fields
Add Fields by Inserting ColumnsRight-click column header, click Insert
Lesson 3.2: Records & Fields
Add Records by Inserting RowsRight-click row heading, click Insert
Lesson 3.2: Records & Fields
Quickly Adding Records Press Enter after typing in bottom cell
Lesson 3.2: Records & Fields
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.
Lesson 3.3: Tables & Filters
Sorting Data in a TableClick pull-down arrow beside heading
Lesson 3.3: Tables & Filters
What is an AutoFilter?Filter that operates based on user input
Lesson 3.3: Tables & Filters
Custom AutoFiltersChoose Custom Filter from pull-down arrow, enter criteria
Lesson 3.3: Tables & Filters
Using an Advanced FilterDefine a range of custom search criteria
Lesson 3.3: Tables & Filters
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.
Lesson 3.4: Excel as Database
Filter with Wildcard CharactersTo represent unknown/missing chars., ? for single character
Lesson 3.4: Excel as Database
Validating your DataValidation rules ensure data consistency
Lesson 3.4: Excel as Database
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.
Lesson 4.1: Customize Workbook
Inserting Symbol or Special Char.Mathematical, Latin, Cyrillic, Greek, etc.
Lesson 4.1: Customize Workbook
Adding and Editing ShapesChoose Shape, then scale, rotate, skew, etc.
Lesson 4.1: Customize Workbook
Creating and Altering DiagramsEffective in quickly conveying information
Lesson 4.1: Customize Workbook
Changing the Diagram TypeRight-click, Change Layout and choose new
Lesson 4.1: Customize Workbook
Incorporating TextClick directly on object, type
Lesson 4.1: Customize Workbook
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.
Lesson 4.2: Working w/Text Box
Adding a Text BoxClick Text Box tool, click and drag
Lesson 4.2: Working w/Text Box
Selecting a Text BoxSelect by clicking, perimeter & handles will appear
Lesson 4.2: Working w/Text Box
Manipulating a Text BoxClick and drag handle, rotate
Lesson 4.2: Working w/Text Box
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.
Lesson 4.5: Using Objects
Creating New Embedded ObjectsClick command, choose type, insert
Lesson 4.5: Using Objects
Embedding Existing FilesClick command, browse for file, insert
Lesson 4.5: Using Objects
Editing Embedded ObjectsDouble-click object, edit in native program
Lesson 4.5: Using Objects
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.
Lesson 5.1: Protecting Workbook
Protecting your WorkbookProtect data and structure, apply password if desired
Lesson 5.1: Protecting Workbook
Protecting your WorksheetsPrevent data loss and manipulation
Lesson 5.1: Protecting Workbook
Unlocking CellsGive access only to certain cell(s)
Lesson 5.1: Protecting Workbook
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.
Lesson 5.2: Finishing Workbook
Using the Document InspectorChecks for comments, personal info, custom & invisible content, etc.
Lesson 5.2: Finishing Workbook
Using the Compatibility CheckerCheck file for use on older Excel versions
Lesson 5.2: Finishing Workbook
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.
Lesson 5.3: Using Excel in Word
Inserting Excel Data in WordClick Object command in Word, browse for Excel file
Lesson 5.3: Using Excel in Word
Linking Excel Data in WordCopy Excel data, use Paste Special in Word
Lesson 5.3: Using Excel in Word
Modifying Data after InsertionRight-click Worksheet Object Edit
Lesson 5.3: Using Excel in Word
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.
Lesson 5.4: Using Excel & Access
Linking Excel to Access DBUse External Data commands in Access
Lesson 5.4: Using Excel & Access
Import Table, PivotTable, & PivotChart Data from AccessExternal data command in Excel, select file and input options
Lesson 5.4: Using Excel & Access
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.
Lesson 5.5: Using Excel w/Programs
Using Outlook to Send Excel DataSend as attachment from Excel menu
Lesson 5.5: Using Excel w/Programs
Open Excel File in Diff. FormatSave file as different format
Lesson 5.5: Using Excel w/Programs
Import Data from Text FileChoose import options based on text info
Lesson 5.5: Using Excel w/Programs
Import from External SourcesUsually from external database servers
Lesson 5.5: Using Excel w/Programs
Publish as PDFChoose option in Save As menu
Lesson 5.5: Using Excel w/Programs
Faxing a WorkbookUse Internet Faxing service to send file