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Microsoft® Excel 2010: Level 2
Course Introduction
This is the second of our two-part tutorial introducing this business and organizational application as part of the suite of Microsoft® Office 2010 Products. This course will introduce:•An exploration of the Excel formula from construction to conceptualization•The multitasking power of worksheet functions and their ease of use•Techniques for converting data to dynamic tables and charts aiding in the appropriate dissemination of information
Microsoft® Excel 2010
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Course Objectives
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After completing this course, participants should be able to:•Describe the basic structure of a Microsoft® Excel formula•Identify the purpose of worksheet functions and how they are used•Utilize ranges of data for improved organization and calculation functionality•Transform existing data into a chart using the available styles and formats•Understand the proper methods for sorting data
Formulas
Understanding Formulas
Formulas must always start with an equal sign (=) when
typed out in Excel.
Formulas must always start with an equal sign (=) when
typed out in Excel.
Benefits:•Allow you to dynamically calculate values that can exist in multiple cells or across spreadsheets.•Saves time and removes risk of costly errors associated with manual manipulation or calculation.
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Working with Constants
• Creating a formula requires certain components to function.
• The data calculated is the operand, while the symbol defining the calculation is the operator.
= 2 + 32 + 3 =Co
nsta
nt
Cons
tant
Ope
rato
r
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Hello, Operator?
• Formulas use specific operators to identify the calculation to be performed.
• These are symbols to represent relationships between numbers. There are four different types:
Arithmetic•Used to generate basic mathematical processes between values •For example: (+) addition, (*) multiplication and (/) for division
Arithmetic•Used to generate basic mathematical processes between values •For example: (+) addition, (*) multiplication and (/) for division
Comparison•Used to review two numbers for a specific degree and confirm or deny it•For example: (=) equal to, (>) greater than and (<=) less than or equal to
Comparison•Used to review two numbers for a specific degree and confirm or deny it•For example: (=) equal to, (>) greater than and (<=) less than or equal to
Text Concatenation•Takes two values and combines them•For example: (&) ampersand
Text Concatenation•Takes two values and combines them•For example: (&) ampersand
Reference Operators•Used to combine ranges of cells•For example: (:) to designate a range (,) to designate individual data items
Reference Operators•Used to combine ranges of cells•For example: (:) to designate a range (,) to designate individual data items
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Worksheet Functions
Organizing Data
Order of Operations
• Calculating numbers are always done in a specific order.
• Excel has a set order for operators and syntax to be computed.• Parenthesis• Exponents• Multiplication/Division• Addition/Subtraction
An acronym for these six value types:
Please Excuse My
Dear Aunt Sally
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Worksheet Functions
The Use of Functions
• Formulas can contain worksheet functions, pieces of built-in code acting as shortcuts to performing specific jobs. Functions assist to:
Simplify the construction of formulas Allow formulas to perform incredibly complex
calculations Speed up some editing tasks Provide conditional aspects to formula creation;
that is, installing some decision-making properties
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Function Categories
Date and TimeAllows you to calculate
values between given dates as well as express dates in
various formats.
ExampleNumber of weekdays
employee worked from 01/01/2011 through
06/01/2011.
Date and TimeAllows you to calculate
values between given dates as well as express dates in
various formats.
ExampleNumber of weekdays
employee worked from 01/01/2011 through
06/01/2011.
• Date and Time• Information• Statistical• Math and Trig• Logical Test• Financial• Lookup or Reference
Logical TestThis allows you to test the If/Then question: decision-
making situations with specific results.
ExampleDid our sales staff meet its
monthly quota?
Logical TestThis allows you to test the If/Then question: decision-
making situations with specific results.
ExampleDid our sales staff meet its
monthly quota?
Lookup and ReferenceThis is useful when
comparing or contrasting groups of data in order to
locate specific traits.
ExampleHow many times did Alaskan
consumers contact our inbound call center in
March?
Lookup and ReferenceThis is useful when
comparing or contrasting groups of data in order to
locate specific traits.
ExampleHow many times did Alaskan
consumers contact our inbound call center in
March?
Math and TrigThis provides you a large
group of mathematical and trigonometry functions.
Example
All monetary values in Column A need to be
rounded to the nearest penny.
Math and TrigThis provides you a large
group of mathematical and trigonometry functions.
Example
All monetary values in Column A need to be
rounded to the nearest penny.
FinancialThese enable you to
generate various business calculations dealing with
money.
ExampleWhat is the amount of
interest I owe on my home’s mortgage amount?
FinancialThese enable you to
generate various business calculations dealing with
money.
ExampleWhat is the amount of
interest I owe on my home’s mortgage amount?
StatisticalThis group allows you to
generate statistical information about a group of
data.
ExampleFor a given set of numbers,
what is the mean, mode and median?
StatisticalThis group allows you to
generate statistical information about a group of
data.
ExampleFor a given set of numbers,
what is the mean, mode and median?
InformationThese functions assist you in defining the type of data in a specific cell or group of cells.
Example
Does cell D5 contain text or numbers?
InformationThese functions assist you in defining the type of data in a specific cell or group of cells.
Example
Does cell D5 contain text or numbers?
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Correcting Mistakes
• Two types of problems you will encounter are errors and circular references.
• An error results when Excel cannot calculate a formula because of bad data.
• A circular reference occurs when a cell is referring to itself.
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Utilizing Ranges
Range Management
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• Ranges allow us to manage large groups of data.• Naming ranges aids designers and users to identify
information within a respective area.• Use the Name Manager (Ctrl + F3) to filter, modify or
delete ranges.
Name Box:
Table and Charts
Display Enhancements
Conditional Formatting
• Provides visual displays easily activated for areas of your worksheet.
• Applies colors and icons to statistics that change to reflect their condition, such as:
High or low Over or under Within specific limits
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Organizing Data
Sorting Order
• The order in which you sort data can either be by alphabet (A through Z or Z through A) or via a custom-defined order.
• When sorting by the alphabet in ascending or first to last order, information will populate as follows:
§ Numbers (low to high)§ Dates (earliest date first) § Spaces § Special Characters§ Alphabet
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Printing Preparations
Data Protection
Summary
• We explored the basic structure of a Microsoft® Excel 2010 formula
• We examined the benefits and methods of applying a worksheet function
• We discussed ways of using the data range within common formula creation
• We reviewed the process of transforming data into tables and charts
• We also examined various ways of sorting data
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Take the Survey
Click the button below to GO TO THE COURSE SURVEY.(You will be asked to answer one Exam question
before proceeding to the survey.)
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