excel 2010 expert corporate training materials. module one: getting started welcome to the excel...
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Excel 2010 ExpertCorporate Training Materials
Module One: Getting Started
Welcome to the Excel 2010 Expert workshop. Excel includes some powerful tools to help you manipulate your data. From sharing workbooks to advanced functions and formulas, this workshop will help you become a true power user of Excel 2010.
Trust yourself. You know more than you think you do.
Benjamin Spock
Workshop Objectives
Merge Copies of a Shared Workbook
Enable or Disable Automatic Workbook Calculations
Work with PivotTable Tools
Encrypt with a Password and Restrict Permissions
Module Two: Working with Permissions and Options
This module introduces you to the Information tab on the Backstage View. You’ll learn about marking a workbook as final, which makes the workbook read-only. You’ll also learn about permissions – both encrypting the workbook with a password and restricting permissions.
Whatever course you decide upon, there is always someone to tell you that you are wrong. There are always difficulties arising which tempt you to believe that your critics are right. To map out a course of action and follow it to an end requires courage.
Ralph Waldo Emerson
Marking Workbook as Final
Encrypting with a Password and Restricting Permissions
Protecting the Current Sheet or the Workbook Structure
Adding a Digital Signature
Setting Excel Options
•General•Formulas•Proofing•Save•Language•Advanced
Managing Versions
Info under the File Tab you will find the option to Manage Versions
Saving a Workbook as an Excel Template
Module Two: Review Questions
1. How do you let other users know that a workbook is finished?
a)Restrict the Permissionsb)Mark it as Finalc) Encrypt it with a Passwordd)None of the above
2. What kinds of restriction can you implement when you restrict permissions on a workbook?
Module Two: Review Questions
3. Which type of protect prevents other users from changing the window?
a)Protecting the Current Sheetb)Protecting the Workbook Structure
4. What do you need before you can add a digital signature?
Module Two: Review Questions
5. Name five tabs in the Options dialog box.
6. Which tab in the Options dialog box allows you to set the Save AutoRecover option?
Module Two: Review Questions
7. You can recover an unsaved workbook if you do NOT have the Save AutoRecover option enabled.
a) Trueb) False
8. You can revert to an earlier version of your workbook if you have the Save AutoRecover option enabled.
a) Trueb) False
Module Two: Review Questions
9. What is a way of pre-designing a workbook so that you can create workbooks quickly without having to start from scratch each time?
Module Two: Review Questions
1. How do you let other users know that a workbook is finished?
a) Restrict the Permissionsb) Mark it as Finalc) Encrypt it with a Passwordd) None of the above
2. What kinds of restriction can you implement when you restrict permissions on a workbook? (Read and change)
Module Two: Review Questions
3. Which type of protect prevents other users from changing the window?
a)Protecting the Current Sheetb)Protecting the Workbook Structure
4. What do you need before you can add a digital signature? (A security/signature certificate)
Module Two: Review Questions
5. Name five tabs in the Options dialog box. (General, Formulas, Proofing, Save, Language, and Advanced)
6. Which tab in the Options dialog box allows you to set the Save AutoRecover option? (Save)
Module Two: Review Questions
7. You can recover an unsaved workbook if you do NOT have the Save AutoRecover option enabled.
a) Trueb) False
8. You can revert to an earlier version of your workbook if you have the Save AutoRecover option enabled.
a) Trueb) False
Module Two: Review Questions
9. What is a way of pre-designing a workbook so that you can create workbooks quickly without having to start from scratch each time? (Templates)
Module Three: Sharing Workbooks
This module helps you understand the issues concerned with sharing a workbook. First, we’ll look at how to inspect the workbook for issues. Then, you’ll learn how to share a workbook and edit a shared workbook.
I think that, as life is action and passion, it is required of a man that he should share the passion and action of his time at peril of being judged not to have lived
Oliver Wendell Holmes
Inspecting Document
Sharing a Workbook
Editing a Shared Workbook
Tracking Changes
You can select when to highlight changes, who’s changes to highlight and where to highlight the changes.
Merging Copies of a Shared Workbook
Select a copy of the workbook that contains the changes that you want to merge. Hold down CTRL or SHIFT to select multiple copies. Select OK.
Module Three: Review Questions
1. Which command do you use to check for personal information or hidden properties?
a)Track and Highlight Changesb)Inspect Documentc) Compare and Merge Copies of a Shared Workbookd)None of the above
2. Name five types of content that the Document Inspector can check.
Module Three: Review Questions
3. You can make any kind of change in a shared workbook.
a)Trueb)False
4. Which dialog box allows you to allow changes by more than one user at a same time?
Module Three: Review Questions
5. The Advanced tab of the Share Workbook dialog box allows you to see who else has the workbook open.
a) Trueb) False
6. You can get automatic updates of other users changes periodically in a shared workbook.
a) Trueb) False
Module Three: Review Questions
7. What is the default time period that Excel keeps a history of tracked changes?
a) It doesn’t keep a history by defaultb) 30 daysc) 90 daysd) 24 hours
8. The Highlight Changes dialog box allows you to select what?
a) When to highlight changesb) Who’s changes to highlightc) Where to save changesd) All of the above
Module Three: Review Questions
9. What must you do to access the Compare and Merge Workbooks command?
Module Three: Review Questions
1. Which command do you use to check for personal information or hidden properties?
a) Track and Highlight Changesb) Inspect Documentc) Compare and Merge Copies of a Shared Workbookd) None of the above
2. Name five types of content that the Document Inspector can check. (Comments and Annotations, Document Properties and personal Information, Custom XML Data, Headers and Footers, Hidden Rows and Columns, Hidden Worksheets, and Invisible Content)
Module Three: Review Questions
3. You can make any kind of change in a shared workbook.
a)Trueb)False
4. Which dialog box allows you to allow changes by more than one user at a same time? (The Share Workbook dialog box)
Module Three: Review Questions
5. The Advanced tab of the Share Workbook dialog box allows you to see who else has the workbook open.
a) Trueb) False
6. You can get automatic updates of other users changes periodically in a shared workbook.
a) Trueb) False
Module Three: Review Questions
7. What is the default time period that Excel keeps a history of tracked changes?
a) It doesn’t keep a history by defaultb) 30 daysc) 90 daysd) 24 hours
8. The Highlight Changes dialog box allows you to select what?
a) When to highlight changesb) Who’s changes to highlightc) Where to save changesd) All of the above
Module Three: Review Questions
9. What must you do to access the Compare and Merge Workbooks command? (Add it to the ribbon or the Quick Access Toolbar)
Module Four: Performing Advanced Formula and Function
TasksThis module will help you with formulas and calculations. We’ll start with learning how to use the Watch Window, where you can monitor results of different areas of your workbook and even different workbooks related to the one you are changing.
I cannot give you the formula for success, but I can give you the formula for failure-which is: "Try to please everybody.”
Herbert Bayard Swope
Using the Watch Window
About the Excel Calculation Process
Constructing a dependency tree
Constructing a calculation chain
Recalculating cells
Setting Calculation Options
Enabling or Disabling Automatic Workbook Calculations
Using the IFERROR Function to Evaluate Formulas
Division by zero errors will be replaced with the words “No Contract.”
Module Four: Review Questions
1. How many cells can you watch in the Watch Window?
a) 1b) 5c) Only rangesd) None of the above
2. You can select cells to watch by entering the cell address or by selecting with your mouse.
a) Trueb) False
Module Four: Review Questions
3. You cannot move the Watch Window.
a)Trueb)False
4. What are the stages in the Excel calculation process?
Module Four: Review Questions
5. Excel terminology considers cells that need to be recalculated as
a) Iterativeb)Manually recalculated cellsc) Dirtyd)None of the above
6. How many options are there for recalculating a workbook?
Module Four: Review Questions
7. How do you tell Excel to calculate if you are calculating the worksheet manually?
8. You can only set manual calculation on the current workbook.
a)Trueb)False
Module Four: Review Questions
9. Which Function allows you to evaluate a formula and return a specified result if Excel detects an error?
Module Four: Review Questions
1. How many cells can you watch in the Watch Window?
a) 1b) 5c) Only rangesd) None of the above
2. You can select cells to watch by entering the cell address or by selecting with your mouse.
a) Trueb) False
Module Four: Review Questions
3. You cannot move the Watch Window.
a)Trueb)False
4. What are the stages in the Excel calculation process? (Constructing a dependency tree, constructing a calculation chain, recalculating cells)
Module Four: Review Questions
5. Excel terminology considers cells that need to be recalculated as
a)Iterativeb)Manually recalculated cellsc) Dirtyd)None of the above
6. How many options are there for recalculating a workbook? (Automatic, Manual, except for data tables, and Manual)
Module Four: Review Questions
7. How do you tell Excel to calculate if you are calculating the worksheet manually? (Select Calculate Now)
8. You can only set manual calculation on the current workbook.
a)Trueb)False
Module Four: Review Questions
9. Which Function allows you to evaluate a formula and return a specified result if Excel detects an error? (IFERROR)
Module Five: Working with Array Formulas
This module introduces using array formulas. We’ll first look at what array formulas are and some advantages, disadvantages, and rules when using them, as well as an introduction to array constants. Then you’ll practice creating simple and more advanced arrays.
I have been impressed with the urgency of doing. Knowing is not enough; we must apply. Being willing is not enough; we must do.
Leonardo da Vinci
About Array Formulas
CTRL + SHIFT + ENTER
A collection of items
Surround the list with
braces { }
Creating One and Two-Dimensional Constants
1.Select the Formulas tab.
2.Select Define Name.
Creating a Simple Array
1. Select cells C1 through E3.2. Enter =Data!E1:G3in the formula bar:3.Press CTRL + SHIFT + ENTER.
Creating an Advanced Array
Module Five: Review Questions
1. You can enter an array the same as any other formula.
a) Trueb) False
2. Which of the following is NOT an option in arrays?
a) One-dimensional horizontal arrayb) One-dimensional vertical arrayc) Two-dimensional arrayd) Three-dimensional array
Module Five: Review Questions
3. What do you place around an array constant?
4. What are some of the items that an array constant can contain?
Module Five: Review Questions
5. What does Excel automatically add when you enter an array formula?
6. What separates the items in a vertical constant?
a)Commasb)Semicolonsc) Bracesd)None of the above
Module Five: Review Questions
7. Give an example of a two-dimensional constant.
8. You can name an array constant.
a)Trueb)False
Module Five: Review Questions
9. What array formula could you use to find the four largest values in a range of cells?
a) =SUM(LEN(C1:C5))b) =LARGE(A1:A10,{1;2;3})c) =LARGE(A1:A10,{1;2;3;4})d) None of the Above
10. You can create an array formula that sums a range of error values.
a) Trueb) False
Module Five: Review Questions
1. You can enter an array the same as any other formula.
a) Trueb) False
2. Which of the following is NOT an option in arrays?
a) One-dimensional horizontal arrayb) One-dimensional vertical arrayc) Two-dimensional arrayd) Three-dimensional array
Module Five: Review Questions
3. What do you place around an array constant? (braces {})
4. What are some of the items that an array constant can contain? (numbers as integers, decimal, and scientific formats; text; logical values; and error values)
Module Five: Review Questions
5. What does Excel automatically add when you enter an array formula? (braces {})
6. What separates the items in a vertical constant?
a)Commasb)Semicolonsc) Bracesd)None of the above
Module Five: Review Questions
7. Give an example of a two-dimensional constant. (={1,2,3,4;5,6,7,8;9,10,11,12})
8. You can name an array constant.
a)Trueb)False
Module Five: Review Questions
9. What array formula could you use to find the four largest values in a range of cells?
a) =SUM(LEN(C1:C5))b) =LARGE(A1:A10,{1;2;3})c) =LARGE(A1:A10,{1;2;3;4})d) None of the Above
10. You can create an array formula that sums a range of error values.
a) Trueb) False
Module Six: Working with Functions
There are many functions available in Excel 2010. This module will introduce you to all of the functions available in the math and trigonometry, date and time, financial, text, cube and statistical functions. We’ll also look at the SUMIF function closely.
Perhaps nobody ever accomplishes all that he feels lies in him to do; but nearly every one who tries his power touches the walls of his being.
Charles Dudley Warner
Working with Math and Trigonometry Functions
You can always begin typing an equal sign and the first few letters of the function to see the list
Double-click on the function in the list and Excel can help with the arguments
Using a SUMIF Function
=SUMIF(B2:B11,">200,000")This function only adds the amounts greater than $200,000.
Working with Various Functions
Date and Time Financial Text
Cube Statistical
Module Six: Review Questions
1. Which type of function is the SUMIF Function?
a) Math and Trigonometryb) Statisticalc) Financiald) None of the above
2. Which function would you use to round a number down, toward zero?
a) SUMIFb) FLOORc) ROUNDUPd) None of the Above
Module Six: Review Questions
3. What are the two required arguments when using the SUMIF function?
4. What is the OPTIONAL argument when using the SUMIF function?
Module Six: Review Questions
5. The cells used in a SUMIF function must include what?
a)Blanksb)Text valuesc)Numbers or namesd)Sums
6. How could you return the serial number of a particular date?
Module Six: Review Questions
7. How do you return the future value of an investment?
8. The CONCATENATE function joins several text items into one text item.
a)Trueb)False
Module Six: Review Questions
9. What is the difference between the AVERAGEIF function and the AVERAGEIFS function?
Module Six: Review Questions
1. Which type of function is the SUMIF Function?
a) Math and Trigonometryb) Statisticalc) Financiald) None of the above
2. Which function would you use to round a number down, toward zero?
a) SUMIFb) FLOORc) ROUNDUPd) None of the Above
Module Six: Review Questions
3. What are the two required arguments when using the SUMIF function? (Range and Criteria)
4. What is the OPTIONAL argument when using the SUMIF function? (sum_range)
Module Six: Review Questions
5. The cells used in a SUMIF function must include what?
a)Blanksb)Text valuesc)Numbers or namesd)Sums
6. How could you return the serial number of a particular date? (with the DATE function)
Module Six: Review Questions
7. How do you return the future value of an investment? (use the FV function)
8. The CONCATENATE function joins several text items into one text item.
a)Trueb)False
Module Six: Review Questions
9. What is the difference between the AVERAGEIF function and the AVERAGEIFS function? (The AVERAGEIFS allow you to define multiple criteria)
Module Seven: Working with Macros
In this module, you’ll learn how to assign a macro you have created to a command button, which you can easily access each time you want to run the macro. You’ll also learn how to set up a graphical area that causes a macro to run when it is clicked.
In this world of change, nothing which comes stays, and nothing which goes is lost.
Anne Sophie Swetchine
Assigning a Macro to a Command Button
FileOptionsCustomize Ribbon
Running a Macro by Clicking an Area of a Graphic Object
Insert shapeRight click the shapeAssign macro
Automatically Run Upon Opening the Workbook
An Auto_Open macro runs before any other workbooks open
Auto_Open macro is ignored when a workbook is opened by using the Open method
VBA procedures will override all actions in the Auto_Open macro
Changing a Macro
View tabMacrosView MacrosEdit
Module Seven: Review Questions
1. Macros can be assigned to which of the following?
a)Shortcut Keyb)Command Buttonc) Quick Access toolbard)All of the above
2. What must you do before you can add a Macro to a command button on the Ribbon?
Module Seven: Review Questions
3. You must accept the default icon for a macro you assign to the Ribbon.
a)Trueb)False
4. You can assign a macro to a shape.
a)Trueb)False
Module Seven: Review Questions
5. How do you get a macro to run automatically when a workbook is opened?
6. What opens when you edit a macro?
Module Seven: Review Questions
7. You need in-depth knowledge of programming to make minor changes to a macro.
a)Trueb)False
8. You can create new macros using the Visual Basic Editor.
a)Trueb)False
Module Seven: Review Questions
1. Macros can be assigned to which of the following?
a) Shortcut Keyb) Command Buttonc) Quick Access toolbard) All of the above
2. What must you do before you can add a Macro to a command button on the Ribbon? (Add A New Group – macros must be assigned to a custom group)
Module Seven: Review Questions
3. You must accept the default icon for a macro you assign to the Ribbon.
a)Trueb)False
4. You can assign a macro to a shape.
a)Trueb)False
Module Seven: Review Questions
5. How do you get a macro to run automatically when a workbook is opened? (Record it with the name Auto_Open)What takes priority over the Auto_Open macro? (Any Visual Basic Open procedure)
6. What opens when you edit a macro? (The Visual Basic Editor)
Module Seven: Review Questions
7. You need in-depth knowledge of programming to make minor changes to a macro.
a)Trueb)False
8. You can create new macros using the Visual Basic Editor.
a)Trueb)False
Module Eight: Working with Forms
This module takes a closer look at forms. Really, all Excel spreadsheets are a type of form where you can enter data. However, we’ll take a look at data forms and form controls a little more closely as other ways to collect information with more flexibility.
And above all, watch with glittering eyes the whole world around you because the greatest secrets are always hidden in the most unlikely places. Those who don't believe in magic will never find it.
Roald Dahl
Excel Forms, Form Controls, and Active X Controls
Maximum of 32 columns you can use for one data form
You can use comments, hyperlinks, and background images, like controls
ActiveX controls are much like form controls, except they allow more flexible design
Using a Data Form
Using a List Box Control
Using a Combo Box Control
Using a Spin Button Control
Using a Scroll Bar Control
Module Eight: Review Questions
1. What type of form is best if you have column headings that can work as field labels?
a)Worksheet with Form Controlsb)VBA UserFormsc) Data Formsd)None of the above
2. What are five different types of form controls?
Module Eight: Review Questions
3. Which type of control allows you to display a list of one or more items available as a choice?
a) List boxb) Optionc) Check boxd) None of the above
4. All ActiveX controls require VBA code.
a) Trueb) False
Module Eight: Review Questions
5. What command do you use to convert a worksheet of data to a form?
6. What key allows you to move from field to field while in a data form?
a)TABb)ENTER
Module Eight: Review Questions
7. Match each type of wildcard in a data form search to the search it performs.
a) ? b) *
c) ~
8. You can insert form controls without showing the Developer tab first.
a) Trueb) False
Allows you to find wildcard characters
Replaces a single character
Replaces any number of characters
Module Eight: Review Questions
9. What does the Input range field do on the Format Control dialog box?
Module Eight: Review Questions
1. What type of form is best if you have column headings that can work as field labels?
a) Worksheet with Form Controlsb) VBA UserFormsc) Data Formsd) None of the above
2. What are five different types of form controls? (label, group box, button, check box, option button, list box, combo box, scroll bar or spin button)
Module Eight: Review Questions
3. Which type of control allows you to display a list of one or more items available as a choice?
a) List boxb) Optionc) Check boxd) None of the above
4. All ActiveX controls require VBA code.
a) Trueb) False
Module Eight: Review Questions
5. What command do you use to convert a worksheet of data to a form? (Form)
6. What key allows you to move from field to field while in a data form?
a)TABb)ENTER
Module Eight: Review Questions
7. Match each type of wildcard in a data form search to the search it performs.
a) ? b) *
c) ~
8. You can insert form controls without showing the Developer tab first.
a) Trueb) False
Allows you to find wildcard characters
Replaces a single character
Replaces any number of characters
Module Eight: Review Questions
9. What does the Input range field do on the Format Control dialog box? (It define the range of data to appear in a list or combo box)
Module Nine: Applying Advanced Chart Features
In this module, you’ll learn about some advanced chart features. First, we’ll look at the different types of trend lines to help you analyze your data. You’ll also learn how to add a trend line.
We can chart our future clearly and wisely only when we know the path which has led to the present.
Adlai E. Stevenson
About Trend Lines
Linear Logarithmic Polynomial
Power Exponential Moving Average
Add a Trend Line
Select the Chart Tools LayoutSelect Trendlines.Select the type of trendline that you want
Using Secondary Axes
1. Select the chart2. Select the Chart Tools
Format tab3. Select the Chart
Elements box arrow and select the data series
Using Chart Templates
Module Nine: Review Questions
1. The type of data you have determines what type of trend line you should use.
a)Trueb)False
2. The R-squared value of a trend line should be at or near what number?
Module Nine: Review Questions
3. Which type of trend line is a best-fit straight line used with simple linear sets?
a) Logarithmicb) Power c) Lineard) None of the above
4. Which type of trend line cannot use 0 or negative values?
a) Powerb) Moving Averagec) Lineard) None of the above
Module Nine: Review Questions
5. The Trendline command is on which tab of the Ribbon?
a) Chart Tools Designb) Insertc) Chart Tools Layoutd) None of the above
6. Excel can help you choose the correct data series if you don’t have one selected before choosing the Trendline command.
a) Trueb) False
Module Nine: Review Questions
7. You can plot more than one secondary axis on a chart.
a) Trueb) False
8. You cannot change the format of the secondary axis in your chart. It must use the same formatting as the primary axis.
a) Trueb) False
Module Nine: Review Questions
9. Where does Excel save chart templates by default?
Module Nine: Review Questions
1. The type of data you have determines what type of trend line you should use.
a)Trueb)False
2. The R-squared value of a trend line should be at or near what number? (1)
Module Nine: Review Questions
3. Which type of trend line is a best-fit straight line used with simple linear sets?
a) Logarithmicb) Power c) Lineard) None of the above
4. Which type of trend line cannot use 0 or negative values?
a) Powerb) Moving Averagec) Lineard) None of the above
Module Nine: Review Questions
5. The Trendline command is on which tab of the Ribbon?
a) Chart Tools Designb) Insertc) Chart Tools Layoutd) None of the above
6. Excel can help you choose the correct data series if you don’t have one selected before choosing the Trendline command.
a) Trueb) False
Module Nine: Review Questions
7. You can plot more than one secondary axis on a chart.
a) Trueb) False
8. You cannot change the format of the secondary axis in your chart. It must use the same formatting as the primary axis.
a) Trueb) False
Module Nine: Review Questions
9. Where does Excel save chart templates by default? (C:\Users\[current user]\AppData\Roaming\Microsoft\Templates\Charts)
Module Ten: Working with PivotTables and PivotCharts
First, we’ll look at each of the tool tabs that are available when you select a PivotTable or PivotChart. Then, you’ll learn more about slicers. You’ll learn how to create a slicer in an existing PivotTable, as well as how to create a standalone slicer to use with other PivotTables.
What you want to do, and what you can do, is limited only by what you can dream.
Mike Melville
Working with PivotTable Tools
Working with PivotChart Tools
About Slicers
1.The slicer header2.Unselected filtering
button 3.Selected filtering
button 4.Clear Filter button 5.Scroll bar 6.Border moving and
resizing controls
Creating a Slicer in an Existing PivotTable
Creating a Standalone Slicer
Select Open. You can also create a new connection from here by selecting Browse for More and selecting New Source to start the Data Connection wizard.
Formatting a Slicer
Sharing Slicers with Another PivotTable
In the PivotTable Connections dialog box, check the box next to the PivotTables where you want the slicer to be available.
Disconnect or Delete a Slicer
1.Select the PivotTable report.2.Select the PivotTable Tools Options tab from the Ribbon.
3.Select the arrow next to Insert Slicer.4.Select Slicer Connections.5.In the Slicer Connections dialog box, clear the check box of any PivotTable fields for which you want to disconnect a slicer.
Module Ten: Review Questions
1. You can name your PivotTable.
a) Trueb) False
2. Which command would you choose to apply special formatting to the first row of your PivotTable?
a) Row Headersb) PivotTable Stylesc) Subtotals
Module Ten: Review Questions
3. There are two context Tools tabs available when working with PivotCharts.
a) Trueb) False
4. You can swap the data from your horizontal axis of a PivotChart to a vertical axis of your PivotChart.
a) Trueb) False
Module Ten: Review Questions
5. What is an easy way to select a specific element of your chart so that you can format it?
6. A slicer is a type of _____.
a)Chart Formattingb)PivotTable datac) Filterd)None of the above
Module Ten: Review Questions
7. The Insert Slicers dialog box allows you to check boxes for the fields that you want to filter by.
a) Trueb) False
8. Stand-alone slicers can be referenced by OLAP Cube functions
or associated with another PivotTable at a later time.
a) Trueb) False
Module Ten: Review Questions
9. You can create your own style for a slicer.
a)Trueb)False
Module Ten: Review Questions
1. You can name your PivotTable.
a) Trueb) False
2. Which command would you choose to apply special formatting to the first row of your PivotTable?
a) Row Headersb) PivotTable Stylesc) Subtotals
Module Ten: Review Questions
3. There are two context Tools tabs available when working with PivotCharts.
a) Trueb) False
4. You can swap the data from your horizontal axis of a PivotChart to a vertical axis of your PivotChart.
a) Trueb) False
Module Ten: Review Questions
5. What is an easy way to select a specific element of your chart so that you can format it? (use the Chart Elements drop down list)
6. A slicer is a type of _____.
a)Chart Formattingb)PivotTable datac) Filterd)None of the above
Module Ten: Review Questions
7. The Insert Slicers dialog box allows you to check boxes for the fields that you want to filter by.
a) Trueb) False
8. Stand-alone slicers can be referenced by OLAP Cube functions
or associated with another PivotTable at a later time.
a) Trueb) False
Module Ten: Review Questions
9. You can create your own style for a slicer.
a)Trueb)False
Module Eleven: Using the Automated Analysis Tools Add-In
This module introduces you to using the analysis ToolPak Add-in. You’ll also get an introduction to the purpose of each of the tools in the Analysis ToolPak.
The only place where your dream becomes impossible is in your own thinking.
Robert H. Schulle
Loading the Analysis ToolPak
About the Analysis ToolPak Options (I)
Exponential Smoothing
F-Test Two-Sample for Variances
Fourier Analysis
Histogram Moving Average
Random Number
Generation
About the Analysis ToolPak Options (II)
Rank and Percentile
Regression
Sampling
t-Test
z-Test
Module Eleven: Review Questions
1. The Analysis ToolPak is always available as soon as you install Excel.
a)Trueb)False
2. To use an analysis ToolPak tool, you select Data Analysis from the Data tab of the Ribbon.
a)Trueb)False
Module Eleven: Review Questions
3. Which tool performs a simple analysis of variance on data for two or more samples?
a) Anova: Single Factorb) Correlationc) Exponential Smoothingd) None of the above
4. The Correlation and Covariance tools can both be used in the same setting.
a) Trueb) False
Module Eleven: Review Questions
5. Which analysis tool predicts a value that is based on the forecast for the prior period, adjusted for the error in that prior forecast?
a) Anova: Single Factorb) Correlationc) Exponential Smoothingd) None of the above
6. Which tool fills a range with independent random numbers that are drawn from one of several distributions?
a) Exponential Smoothingb) Moving Averagec) Random Number Generationd) None of the above
Module Eleven: Review Questions
7. The Rank and Percentile analysis tool produces a chart that contains the ordinal and percentage rank of the data set.
a)Trueb)False
8. What method does the Regression analysis tool use to perform linear regress analysis to fit a line through a set of observations?
Module Eleven: Review Questions
1. The Analysis ToolPak is always available as soon as you install Excel.
a)Trueb)False
2. To use an analysis ToolPak tool, you select Data Analysis from the Data tab of the Ribbon.
a)Trueb)False
Module Eleven: Review Questions
3. Which tool performs a simple analysis of variance on data for two or more samples?
a) Anova: Single Factorb) Correlationc) Exponential Smoothingd) None of the above
4. The Correlation and Covariance tools can both be used in the same setting.
a) Trueb) False
Module Eleven: Review Questions
5. Which analysis tool predicts a value that is based on the forecast for the prior period, adjusted for the error in that prior forecast?
a) Anova: Single Factorb) Correlationc) Exponential Smoothingd) None of the above
6. Which tool fills a range with independent random numbers that are drawn from one of several distributions?
a) Exponential Smoothingb) Moving Averagec) Random Number Generationd) None of the above
Module Eleven: Review Questions
7. The Rank and Percentile analysis tool produces a chart that contains the ordinal and percentage rank of the data set.
a)Trueb)False
8. What method does the Regression analysis tool use to perform linear regress analysis to fit a line through a set of observations? (“least squares”)
Module Twelve: Wrapping Up
Although this workshop is coming to a close, we hope that your journey to improve your Excel skills is just beginning. This will be a key tool to guide your progress in the days, weeks, months, and years to come. We wish you the best of luck on the rest of your travels!
Don’t ask what the world needs. Ask what makes you come alive, and go do it. Because what the world needs is people who have come alive.
Howard Thurman
Words from the Wise
Keep security setting in mind when sharing workbooks with Macros.
Arrays require (CTRL + SHIFT + ENTER) to enter, edit, or even change referenced values.
Speed up calculation times using calculation options.
When you have your workbook like you want it, save it as a template.