Microsoft Official Academic Course MICROSOFT EXCEL Wiley

Transcription

1 Microsoft Official Academic Course MICROSOFT EXCEL 2013 Wiley

2 Contents Troubleshooting 8 Using the Microsoft Office FILE Tab and Backstage View 9 Changing Excel's View 9 Change Excel's View 9 Another Way 10 Splitting the Window 11 Workplace Ready: Large Workbooks 12 Opening a New Window Working with an Existing Workbook 14 Opening an Existing Workbook 15 Opening a Workbook from Your SkyDrive Navigating a Worksheet 17 Navigating Data with the Go To Command 17 Working with Excel's Help System 19 Using the Help System 19 Skill Summary 22 Knowledge Assessment 22 Competency Assessment 23 Proficiency Assessment 24 * Mastery Assessment wsvw.wiley.com/college/niicrosoft or call the MOAC Toll-Free Number: 1 +(888) (U.S. & Canada only)

3 JJjJ^JJI fwmlluu. Idil'ftVIU 11 ulm i'm') fl IIToEIHj LESSON SKILL MATRIX 27 Key Terms 27 Software Orientation 28 Creating workbooks 29 Creating a Workbook from Scratch 29 Switching Between Open Workbooks 30 Saving Workbooks 31 Naming and Saving a Workbook 31 Workplace Ready; Organization File Conventions 32 Saving to Your SkyDrive 33 Saving a Workbook Under a Different Name 34 Saving in Different File Formats 37 asiseeic / istockphoto Entering and Editing Basic Data in a Worksheet 38 Entering Basic Data in a Worksheet 38 Changing the Column Width 39 Editing a Cell's Contents 40 Deleting and Clearing a Cell's Contents 42 Using Data Types to Populate a Worksheet 43 Entering Labels and Using AutoComplete 43 Entering Numeric Values 45 Entering Dates 46 Filling a Series with Auto Fill 47 Filling Cells with Flash Fill 49 Cutting, Copying, and Pasting Data 50 Copying a Data Series with the Mouse 51 Moving a Data Series with the Mouse 51 Copying and Pasting Data 52 Cutting and Pasting Data 53 Editing a Workbook's PROPERTIES 54 Assigning Keywords 54 Skill Summary 55 Knowledge Assessment 55 Competency Assessment 57 Proficiency Assessment 58 Mastery Assessment 59 or call the MOAC Toll-Free Number: 1+(888) (U.S. & Canada only)

4 LESSON SKILL MATRIX 61 Software Orientation 62 Accessing and using Backstage View 63 Printing with Backstage 64 Printing and Previewing a Document 64 Using Quick Print to Print a Worksheet 66 Setting the Print Area 67 Printing Selected Worksheets 68 Printing Selected Workbooks 70 Applying Printing Options 71 Changing a Printer 74 Changing the Excel Environment 75 tthewennisphotography / istock photo Customizing the Quick Access Toolbar 75 Customizing the Ribbon 77 Customizing the Excel Default Settings 79 Resetting Default Settings, the Ribbon, and Quick Access Toolbar 81 Accessing and Using Excel Templates 81 Selecting a Template from the New Tab 81 Searching for Additional Templates 83 Workplace Ready: Job Interview Hint 84 Skill Summary 85 Knowledge Assessment 85 Competency Assessment 87 Proficiency Assessment 87 Mastery Assessment 88 or call the MOAC Toll-Free Number: 1 +(888) (U.S. & Canada only)

5 LESSON SKILL MATRIX 90 Key Terms 90 Software Orientation 91 Understanding and Displaying Formulas 92 Understanding Order of Operations 93 Building Basic Formulas 94 Creating a Formula that Performs Addition 95 Creating a Formula that Performs Subtraction 95 Creating a Formula that Performs Multiplication 96 Creating a Formula that Performs Division 96 Using Cell References in Formulas 97 Using Relative Cell References in a Formula 97 Using Absolute Cell References in a Formula 98 matthewennisphoeography / istock photo Workplace Ready: Absolute Cell References for Payroll Tracking 99 Using Mixed Cell References in a Formula 100 Using External Cell References 101 Using Cell Ranges in Formulas 103 Naming a Range 103 Using the New Name dialog box to name a range 104 Changing the Size of a Range 106 Creating a Formula that Operates on a Named Range 107 Keeping Track of Named Ranges 108 Skill Summary 109 Knowledge Assessment 109 Competency Assessment 110 Proficiency Assessment 112 Mastery Assessment or call the M0AC Toll-Free Number: 1+(888) (U.S. & Canada only)

6 Using the SUM Function 122 mccaig/istockphoto Using the COUNT Function 123 Using the COUNTA Function 123 Using the AVERAGE Function 124 Using the MIN Function 125 Using the MAX Function 125 Using a Financial Function 126 UsePMT 126 Using Formulas to Create Subtotals 127 Selecting and Creating Ranges for Subtotaling 127 Building Formulas for Subtotaling 128 Modifying Ranges for Subtotaling 129 Uncovering Formula Errors 130 Reviewing Error Messages 131 Tracing and Removing Trace Arrows 132 Displaying and Printing Formulas 133 Skill Summary 134 Knowledge Assessment 134 Competency Assessment 136 Proficiency Assessment 137 Mastery Assessment 138 Circling Back or call the MOAC Toll-Free Number: 1+(888) (U.S. & Canada only)

7 I ^Ks^^mw^mm^m^K '^^^H^^^^w^^^^^^^gd^^mw W^ftF^W^W" Wt itf^^w^ IlJ&lffi 1 if:tji» LESSON SKILL MATRIX 143 Key Terms 143 Software Orientation 144 Inserting and Deleting Cells 145 Inserting Cells into a Worksheet 145 Deleting Cells from a Worksheet 146 Manually Formatting Cell Contents 147 Aligning and Indenting Cell Contents 147 Changing Text Orientation 149 Choosing Fonts and Font Sizes 150 Changing Fontcolor 151 Applying Special Character Attributes 152 Filling Cells with Color 153 Applying Number Formats 154 Wrapping Text in a Cell 157 Merging Cells and Splitting Merged Cells 158 Placing Borders around Cells 159 ef Copying Cell Formatting with the Format Painter 161 Understanding Paste Special Options 161 Formatting Cells with Styles 163 Applying a Cell Style 163 Customizing Cell Styles 164 Working with Hyperlinked Data 165 Inserting a Hyperlink into a Worksheet 165 Using a Hyperlink 166 Removing a Hyperlink from a Worksheet 166 Workplace Ready: The Versatility of Hyperlinks 167 Applying Conditional Formatting to Cells 168 Applying a Specific Conditional Format 168 Applying Conditional Formatting for Multiple Criteria 169 Using the Rules Manager to Apply Conditional Formats 169 Clearing a Cell's Formatting 171 Skill Summary 172 Knowledge Assessment 172 Competency Assessment 174 Proficiency Assessment 175 Mastery Assessment or call the MOAC Toll-Free Number; 1+{888) (U.S. & Canada only)

8 LESSON SKILL MATRIX 177 Key Terms 177 Software Orientation 178 Working with Rows and Columns 179 Inserting or Deleting a Row or Column 179 Modifying Row Height and Column Width 180 Formatting an Entire Row or Column 181 Hiding or Unhiding a Row or Column 182 Transposing Rows or Columns 184 Using Themes 185 Choosing a Theme for a Workbook 185 Customizing a Theme 186 fatihhoca /istockphota Workplace Ready: Putting Themes to Work 190 Modifying a Worksheet's Onscreen and Printed Appearance 190 Formatting a Worksheet Background 190 Viewing and Printing a Worksheet's Gridlines 191 Viewing and Printing Column and Row Headings 192 Inserting Headers and Footers 193 Adding Page Numbers to a Worksheet 193 Inserting a Predefined Header or Footer 194 Adding Content to a Header or Footer 195 Inserting a Watermark 196 Repeating Headers and Footers 196 Preparing a Document for Printing 198 Adding and Moving a Page Break 198 Setting Margins 199 Setting a Worksheet's Orientation 200 Scaling a Worksheet to Fit on a Printed Page 201 Skill Summary 202 Knowledge Assessment 202 Competency Assessment 204 Proficiency Assessment 205 Mastery Assessment 206 www. wiley. com/college/microsoft or call the M0AC Toll-Free Number: 1 +(888) (U.S. & Canada

9 LESSON SKILL MATRIX 208 Key Terms 208 Software Orientation 209 Organizing Worksheets 210 Copying a Worksheet 210 Renaming a Worksheet 212 Repositioning the Worksheets in a Workbook 213 Changing the Color of a Worksheet Tab 214 Hiding and Unhiding Worksheets 215 Inserting a New Worksheet into a Workbook 216 Deleting a Worksheet from a Workbook 217 Working with Multiple Worksheets 218 Working with Multiple Worksheets in a Workbook 218 Hiding and Unhiding Worksheet Windows in a Workbook 220 Workplace Ready: Ideas for Arranging Worksheets in Excel 221 Using Zoom and Freeze to Change the Onscreen View 222 Finding and Replacing Data 223 Locating Data with the Find Command 223 Replacing Data with the Replace Command 225 Skill Summary 227 Knowledge Assessment 227 Competency Assessment 229 Proficiency Assessment 231 Mastery Assessment 232 Troubleshooting 233 skynestiet AStoe Up koto LESSON SKILL MATRIX 235 Key Terms 235 Software Orientation 237 Importing Data 237 Opening Non-Native Files Directly in Excel 237 Getting External Data 240 Appending Data to a Worksheet 241 Workplace Ready: Working with Databases 242 www. wiley.com/college/microsoft or call the M0AC Toil-Free Number: 1+(888) (U.S. & Canada only)

10 Ensuring Your Data's Integrity 243 Restricting Cell Entries to Certain Data Types 243 Allowing Only Specific Values to Be Entered in Cells 246 Removing Duplicate Rows from a Worksheet 247 Sorting Data 248 Sorting Data on a Single Criterion 248 Sorting Data on Multiple Criteria 249 Sorting Data Using Cell Attributes 250 Filtering Data 251 Using AutoFilter 252 Creating a Custom AutoFilter 254 Filtering Data Using Cell Attributes 255 Outlining and Subtotaling data 255 Grouping and Ungrouping Data 256 Auto-Outlining Data 258 Collapsing Groups of Data in an Outline 259 Subtotaling Data in Outlines 259 Setting Up Data in a Table Format 261 Formatting a Table with a Quick Style 261 Removing Styles from a Table 262 Defining a Title for a Table 263 Using the Total Row Command in a Table 265 Adding and Removing Rows or Columns in a Table 267 Filtering Records in a Table 268 Sorting Data on Multiple Columns in a Table 270 Changing Sort Order in a Table 270 Removing Duplicates in a Table 271 Using a Slicer to View Table Data 271 Converting a Table into a Range 273 Saving Work with Macros 273 Recording a Basic Macro 273 Running a Macro 276 Managing Macro Security 277 AlcxRaths /istockphoto Skill Summary 278 S Knowledge Assessment 278 Competency Assessment 280 Proficiency Assessment 281 H Mastery Assessment 282 Circling Back microsoft or call the MOAC Toll-Free Number: 1 +(888) (U.S. & Canada only)

11 ^^^^^^H >\i ' 1 lifci'l^ J!. Ilit*' L» 1! rdi i k> LESSON SKILL MATRIX 289 Key Terms 289 Software Orientation 290 Workplace Ready: Begin Your Excel Portfolio 292 Using Formulas to Conditionally Summarize Data 293 Using SUMIF 293 Using SUMIFS 296 Using COUNTIF 297 Using COUNTIFS 298 Using AVERAGEIF 299 Using AVERAGEIFS 300 AtnoYdur /istockphoto Using Formulas to Look Up Data in a Workbook 301 Using VLOOKUP 301 Using HLOOKUP 304 Adding Conditional Logic Functions to Formulas 306 Using IF 307 Using AND 308 Using OR 310 Using NOT 311 Using IFERROR 311 Using Formulas to Modify Text 313 Converting Text to Columns 313 USING LEFT 314 USING RIGHT 315 Using MID 316 Using TRIM 316 Using PROPER 317 Using UPPER 317 Using LOWER 318 Using CONCATENATE 318 Using FIND 319 Using SUBSTITUTE 320 Skill Summary 322 Knowledge Assessment Competency Assessment 324 Proficiency Assessment 325 I Mastery Assessment or call the M0AC Toil-Free Number: 1 +(888) (U.S. & Canada only)

12 LESSON SKILL MATRIX 327 Software Orientation 328 Securing Your Work Before Sharing It with Others 329 Protecting a Worksheet 329 Protecting a Workbook 330 Workplace Ready: Passwords and Security 333 Allowing Multiple Users to Edit a Workbook Simultaneously 334 Using the Document Inspector 336 Marking a Document as Final 338 Distributing a Workbook by and the cloud 339 Distributing a Workbook by 339 Sharing a Workbook in the Cloud 341 spxchrome / iscockphoto Tracking Changes to a Workbook 344 Turning Track Changes On and Off 344 Setting Track Change Options 345 Inserting Tracked Changes 346 Deleting Your Changes 348 Accepting Changes from Another User 349 Rejecting Changes from Another User 349 Removing Shared Status from a Workbook 350 Adding Comments to a Workbook 351 Inserting a Comment 351 Viewing a Comment 352 Editing a Comment 352 Deleting a Comment 353 Printing Comments in a Workbook 353 Skill Summary 355 Knowledge Assessment 355 Competency Assessment 356 W Proficiency Assessment 357 Mastery Assessment or call the MOAC Toil-Free Number: 1 +(888) (U.S. & Canada onl

13 LESSON SKILL MATRIX 361 Key Terms 361 Software Orientation 362 Building Charts 363 Workplace Ready: Personal Charts 365 Selecting Data to Include in a Chart 365 Moving a Chart 367 Choosing the Right Chart for Your Data 369 Using Recommended Charts 371 Creating a Bar Chart 374 Formatting a Chart with a Quick Style or Layout 376 kgeiatn / istockphoto Formatting a Chart with a Quick Style 376 Formatting a Chart with Quick Layout 377 Formatting the Parts of a Chart Manually 379 Editing and Adding Text on Charts 380 Formatting a Data Series 381 Changing the Chart's Border Line 384 Modifying a Chart's Legend 385 Modifying a Chart 386 Adding Elements to a Chart 386 Deleting Elements from a Chart 388 Adding Additional Data Series 389 Resizing a Chart 391 Choosing a Different Chart Type 392 Switching Between Rows and Columns in Source Data 394 Using New Quick Analysis Tools 395 Adding a Chart or Sparklines 395 Working with Totals 397 Applying Conditional Formatting 398 Creating PivotTables and PivotCharts 399 Creating a Basic PivotTable 399 Adding a PivotChart 402 Skill Summary 405 B Knowledge Assessment 405 Competency Assessment 407 H Proficiency Assessment 408 Mastery Assessment or call the MOAC Toil-Free Number: 1 +(888) (U.S. & Canada only)

14 LESSON SKILL MATRIX 411 Key Terms 411 Software Orientation 412 Inserting Pictures 413 Inserting a Picture from a File 413 Inserting an Online Picture 414 Adding Shapes, Lines, Text Boxes, and WordArt 416 Adding Shapes 417 Drawing Lines 418 Adding Text to a Shape 419 Adding a Text Box 421 Using WordArt 422 ) kate_sept2004 / istockphoto Deleting, Copying, And Moving graphics 423 Deleting Graphics 423 Moving Graphics 424 Copying Graphics 425 Formatting Graphics 426 Applying Styles to Shapes and Changing Styles 426 Resizing a Graphic 427 Rotating a Graphic 428 Stacking Overlapping Graphics 429 Adding Graphic Enhancements Using Picture Tools 430 Making Corrections to a Graphic 431 Using the Color Feature to Enhance Images 433 Changing a Graphic with Artistic Effects 434 Applying a Picture Style 435 Resetting a Picture to its Original State 436 Using Picture Properties 437 Using a Screenshot to Capture and Crop Images 439 Workplace Ready: Using Graphics in Excel and Other Office Applications 440 Using SmartArt Graphics 440 Creating a Flowchart 440 Creating an Organization Chart 442 Skill Summary 443 Knowledge Assessment 443 Competency Assessment 445 Proficiency Assessment 446 H Mastery Assessment 447 Circling Back or calf the MOAC Toll-free Number: I+(888) (U.S. & Canada only)