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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

Copyright ©2012, Netsmart Technologies, Inc. All Rights Reserved.

Course Objectives


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.


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


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


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


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


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?


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.


Utilizing Ranges

Range Management


• 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


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


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


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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