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| www.catraining.co.uk | Tel: 020 7920 9500 | [email protected] |
Computer Training & Personal Development
Microsoft Office Excel 2007 Intermediate
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
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.
Lesson 1.1: Using My Comp.
Using the Navigation Pane (7/Vista)Quick links to places on your computer
Lesson 1.1: Using My Comp.
Navigating with My Computer (7/Vista)Different drives, basic nav. buttons
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 1.3: Using Templates
The majority of spreadsheets you will use have a template to get you started. Excel lets you modify and create templates too.
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
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 2.2: 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 2.3: 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
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 2.4: 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.
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
Using IF Function in Array FormulasUse array reference in formula with { }
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
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 3.2: 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 3.3: 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
Custom AutoFiltersChoose Custom Filter from pull-down arrow, enter 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 Characters•* to represent unknown/missing chars.
•? for single character
Lesson 3.4: Excel as Database
What are Database Functions?Specific to database use and involve conditional searching
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
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 4.2: 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
Selecting a Text BoxSelect by clicking, perimeter & handles will appear
Lesson 4.3: WordArt
• Create eye-catching graphics easily with Excel.
• Add colors, styles, shading, and more.
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 4.5: 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.
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
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 5.2: 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 5.3: 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 5.4: 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
Import Table, PivotTable, & PivotChart Data from AccessExternal data command in Excel, select file and input options
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
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
MICROSOFT OFFICE EXCEL 2007 INTERMEDIATE
www.catraining.co.uk
Tel: 020 7920 9500
E-mail: [email protected]