Excel First Edition

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2 Excel 2013 First Edition LearnKey provides self-paced training courses and online learning solutions to education, government, business, and individuals world-wide. With dynamic video-based courseware and effective learning management systems, LearnKey provides expert instruction for popular computer software, technical certifications, and application development. LearnKey delivers content on the Web, by enterprise network, and on interactive CD-ROM. For a complete list of courses visit: All rights reserved. No part of this book may be reproduced or transmitted in any form or by any means now known or to be invented, electronic or mechanical, including photocopying, recording, or by any information storage or retrieval system without written permission from the author or publisher, except for the brief inclusion of quotations in a review LearnKey

3 Table of Contents Introduction Using this Workbook 5 Best Practices Using LearnKey s Online Training 6 Excel 2013 Introduction 8 Skills Assessment 9 Excel 2013 Time Tables 10 Session 1 Session 1 Fill-in-the-Blanks 12 Customizing the Ribbon 14 Excel Interface 15 Shortcuts 16 Shortcuts Worksheet 17 Creating and Manipulating Data 18 Managing Worksheets 19 Paste Special 20 Changing Views 21 Sales Convention Travel Expenses 22 Birthday Wish List 23 Product Analysis 24 Session 2 Session 2 Fill-in-the-Blanks 26 Formatting Data 28 Modify Cells 29 Tables 30 Using CONCATENATE and Splitting Cell Contents 31 Using Formulas 32 Using Operations and Number Formulas 33 Formula Auditing and Cell References 34 Bank Statement 35 Shopping 36 Fantasy Football 37 Session 3 Session 3 Fill-in-the-Blanks 40 Using Total Sheets 42 Sparkline Graphics and Tools 43 Incorrect Data and Consolidation 44 Subtotals 45 Payroll 46 Gradebook 47

4 VLOOKUP 48 Nested Formulas 49 Conditional Logic 50 Fundraisers 52 Session 4 Session 4 Fill-in-the-Blanks 54 Working with Financial Formulas 56 Handling What-If Scenarios 57 Investments 58 Creating Charts and Graphs 59 Typing Progress Tracker 61 Stock Monitor 62 Session 5 Session 5 Fill-in-the-Blanks 64 Hiding Cells and Worksheets 66 Hiding Cells and Worksheets Worksheet 67 Conditional Formatting 68 Data Validation 69 Graphics 70 Excel and the Web 71 Saving and Printing 72 Store Sales Analysis 73 Club Member Payments 74 Macros 75 Macros Worksheet 76 Financial Statements 77 Master Project Excel 2013 Master Project 79 Appendix Excel 2013 Lesson Plans 82 Excel 2013 Session 1 Outline 100 Excel 2013 Session 2 Outline 101 Excel 2013 Session 3 Outline 102 Excel 2013 Session 4 Outline 103 Excel 2013 Session 5 Outline 104 Shortcut Keys 105 Commonly Used Formulas 106

5 Using this Workbook Before starting any of the projects in this manual, please visit and and download the Excel 2013 Project Files that accompany this manual (you may need to scroll to the bottom of the page for the link). The exercises in this manual serve as a companion to LearnKey s training and are organized by session to match the presented concepts. Within each session, exercises are arranged from easiest to most challenging. In the Introduction section of each session, you will find outlines of the training and sample lesson plans which will give you an overview of the training content and help you to structure your lessons. The following sections are included for each session of training: Skills Assessment: The skills assessment will help you and your students to gauge their understanding of course topics prior to beginning any coursework. Each skill listed is tied directly to an exam objective. Understanding where your students feel less confident will aid you in planning and getting the most from the training. Objective Mapping and Shoot File Links: The objective mapping provides a quick reference as to where in the training a specific certification exam objective is covered. The Files column lists the name of the Course Support files (Excel spreadsheets, Photoshop files, etc.) that are used and demonstrated during the training. The files will typically have a starting file containing all data necessary to begin the demonstrated skill, as well as a completed file which shows the final result. Keyboard Shortcuts & Tips: The keyboard shortcuts and tips provide a reference of product-specific keyboard shortcuts and helpful hints to make working more efficient. Short Answer and Matching: The short answer questions facilitate a recall of the basic training concepts to further aid in retention of the course topics and information in preparation for the training s Pre-Assessments, Post Tests, and MasterExam. The matching exercise provides additional learning reinforcement of terms and concepts found throughout the training in the courses glossary. Projects: The projects in this manual are organized by session to match the concepts presented in the LearnKey training. Each project is assigned a difficulty level of either beginner, intermediate, or advanced. Some projects will be noted as beginner-intermediate or other range. Within each session, projects are arranged from easiest to most challenging. Each project includes a description of the task as well as steps required for successful completion. Note that the steps may not indicate each required action but will provide the expectation of what is required leaving the action to the student. References to the concepts demonstrated in the LearnKey training that are required for successful completion of the project are also included. Each project will also indicate the files and software used to complete the tasks. Some projects may only include a file named ProjectTitle_End. Projects only including an end file typically begin with a new file which is indicated in the first step. The ProjectTitle_End file is included to illustrate a possible correct result. Other projects may include a file named ProjectTitle_Start or other files. Projects with a ProjectTitle_Start file begin with that file instead of a new file. Start files typically contain data required for the project pre-inserted to focus the project on concepts versus data entry. 5 Introduction Excel 2013 Project Workbook

6 Best Practices Using LearnKey s Online Training LearnKey offers video-based training solutions which are flexible enough to accommodate the private student, as well as educational facilities and organizations. Our course content is presented by top experts in their respective fields and provides clear and comprehensive information. The full line of LearnKey products have been extensively reviewed to meet superior standards of quality. The content in our courses has also been endorsed by organizations, such as Certiport, CompTIA, Cisco, and Microsoft. However, it is the testimonials given by countless satisfied customers that truly set us apart as leaders in the information training world. LearnKey experts are highly qualified professionals who offer years of job and project experience in their subjects. Each expert has been certified in the highest level available for their field of expertise. This provides the student with the knowledge necessary to also obtain top-level certifications in the field of their choice. Our accomplished instructors have a rich understanding of the content they present. Effective teaching encompasses not only presenting the basic principles of a subject, but understanding and appreciating organization, real-world application, and links to other related disciplines. Each instructor represents the collective wisdom of their field and within our industry. Our Instructional Technology Each course is independently created, based on standard objectives provided by the manufacturer for which the course was developed. We ensure that the subject matter is up-to-date and relevant. We examine the needs of each student and create training that is both interesting and effective. LearnKey training provides auditory, visual, and kinesthetic learning materials to fit diverse learning styles. The following are three levels of implementation: Standard Training Model The standard training model allows students to proceed through basic training, building upon primary knowledge and concepts to more advanced application and implementation. In this method, students will use the following toolset: Pre-assessment: The pre-assessment is used to determine the student s prior knowledge of the subject matter. It will also identify a student s strengths and weaknesses, allowing the student to focus on the specific subject matter he/she needs to improve most. Students should not necessarily expect a passing score on the pre-assessment as it is a test of prior knowledge. Video training session: Each course of training is divided into sessions that are approximately two hours in length. Each session is divided into topics and subtopics. Post test: The post test is used to determine the student s knowledge gained from interacting with the training. In taking the post test, students should not consult the training or any other materials. A passing score is 80 percent or higher. If the individual does not pass the post test the first time it is taken, LearnKey would recommend the incorporation of external resources, such as the workbook and additional customized instructional material. Intermediate Training Model The intermediate training model offers students additional training materials and activities which allows for better retention, review, and interaction. This model includes not only the standard model material, but also includes the following toolset: Study guides: Study guides are a list of questions missed which can help students recognize areas of weakness and necessary focus. They can be accessed from either the pre-assessment or post test. 6 Introduction Excel 2013 Project Workbook

7 Labs: Labs are interactive activities that simulate situations presented in the training. Step-by-step instructions and live demonstrations are provided. Workbooks: Workbooks have a variety of activities, such as glossary puzzles, short answer questions, practice exams, research topics, and group and individual projects, which allow the student to study and apply concepts presented in the training. Master Training Model The master training model offers the student an additional opportunity to prepare for certification by further examining his/her knowledge. This model includes the materials used in the standard and intermediate models, as well as the MasterExam. MasterExam: The MasterExam draws from a large pool of questions to provide a unique testing experience each time it is taken. LearnKey recommends a student take and pass the exam, with a score of 80 percent or higher, four times in order to prepare for certification testing. Study guides can also be accessed for the MasterExam. 7 Introduction Excel 2013 Project Workbook

8 Excel 2013 Introduction If you are looking to start a career in business or finance, having a working knowledge of Microsoft s Excel 2013 is a must. Our new and exciting course taught by Michael Meskers will teach you how to reveal insights hidden in your data with the help of new features such as Flash fill and Recommended Pivot Table. Learn how to visualize your data to better understand what is really going on with those important numbers with the help of Quick Analysis and Chart Formatting Control. This course will also help you study and prepare to take the Microsoft s Excel Certification exam. Benefits: Learn how to utilize the new Flash Fill Tool, which detects patterns and extracts and enters data after a recognizable pattern is found Learn how to use Recommended Charts, which only shows a subset of chart types that are appropriate to the data you have selected and are working with The new Quick Analysis tool can help you find the best options for working with selected data 8 Introduction Excel 2013 Project Workbook

9 Skills Assessment Instructions: Rate your skills on the following tasks from 1-5 (1 being needs improvement, 5 being excellent). Skills Create worksheets and workbooks. Navigate through worksheets and workbooks. Format worksheets and workbooks. Customize options and views for worksheets and workbooks. Configure worksheets and workbooks to print and save. Insert data in cells and ranges. Format cells and ranges. Order and group cells and ranges. Create a table. Modify a table. Filter and sort a table. Apply cell ranges and references in formulas and functions. Summarize data with functions. Apply conditional logic in functions. Format and modify text with functions. Create a chart. Format a chart. Insert and format an object. 9 Introduction Excel 2013 Project Workbook

10 Excel 2013 Time Tables Session 1 Actual Time Introduction 00:25:46 Navigating Excel 00:05:32 Shortcuts 00:30:56 Creating and Manipulating Data 00:29:19 Managing Worksheets 00:09:39 Paste Special 00:17:42 Changing Views 00:19:17 Total Time 02:18:11 Session 2 Actual Time Formatting Data 00:13:55 Modify Cells 00:19:15 Tables 00:22:11 Text Formulas 00:27:37 Operations 00:21:49 Total Time 01:44:47 Session 3 Actual Time Totals and Sparklines 00:17:39 Subtotals 00:06:40 VLOOKUP 00:12:59 Nested Formulas 00:15:23 Conditional Logic 00:34:14 Total Time 01:26:55 Session 4 Actual Time Excel Financial Formulas 00:18:26 What-If Scenarios 00:13:11 Charts and Graphs 00:33:21 Total Time 01:04:58 Session 5 Actual Time Advanced Operations 00:41:04 Conditional Formatting 00:18:22 Data Protection 00:10:03 Add Graphics 00:21:01 Excel and the Web 00:11:53 Saving and Printing 00:18:44 Macros 00:37:22 Total Time 02:38:37 ***The actual time is calculated based on how long it will take to simply watch the video files. ***The total trianing time (inlcuding watching the videos, completing the labs, projects, and assessments) may double or even triple the actual time. 10 Introduction Excel 2013 Project Workbook

11 Session 1

12 Session 1 Fill-in-the-Blanks Instructions: While watching Session 1, fill in the missing words according to the information presented by the instructor. [References are found in the brackets.] Introduction 1. To view the Metro Interface from the desktop, you can press the key. [Excel Interface] 2. The option in Excel will give you an overview of Excel. [Excel Interface] 3. The most commonly used [More Commands, Popular Commands] appear when the Quick Access toolbar dropdown arrow is clicked. 4. All the groups with the requisite will always appear in the same order. [Customize Ribbon] 5. The button is very useful for working on more than one machine. [Add, Remove, Custom Buttons] Navigating Excel 6. The Excel worksheet is really divided into and. [Touch Screen, Document Window] 7. If you press Ctrl+, it will take you to the very top of the worksheet. [Basic Navigation] 8. If you press Ctrl+, it will take you to the bottom entry. [Basic Navigation] Shortcuts 9. The key will exit you out of an open dialog box.. [Esc Key, Undo, Right Click (3 Best Friends)] 10. When you right-click, you will get a/n [Esc Key, Undo, Right Click (3 Best Friends)] menu and you can see what your options are. 11. Hit the Windows logo key and the D key to go directly to the [3 Windows Keys] and back. 12. The F1 key brings up the window. [Function keys] 13. The F7 key brings up. [Function keys] 14. Ctrl+Z is in all Windows programs. [Control keys] 15. Paste is Ctrl+. [Copy, Paste, Print, Select All] 16. Ctrl+A is. [Copy, Paste, Print, Select All] 12 Session 1 Excel 2013 Project Workbook

13 Creating and Manipulating Data 17. The small black square at the corner of a selected cell is known as the handle. [Entering Data] handle, or range 18. The AutoFill handle helps you cell content except when you re dealing with dates. [Entering Data] 19. Ctrl+D is used to fill down. [Expand Data] 20. would mean that it would change from cell to cell. [Expand Data] 21. The active cell is the one that you have. [Active Cells] Managing Worksheets 22. The arrow indicates that something can then be moved. [Managing Worksheet, Copy and Move] 23. If you hold the Ctrl key and then you drag the cell, you can make a perfect. [Managing Worksheet, Copy and Move] 24. To copy a sheet to another workbook, it is a Ctrl and. [Copy and Move Workbook] 25. To unhide the columns, it may be a good idea to select all, right-click on a column letter, and then select unhide. [Rename, Inserting, Deleting, Worksheet] Paste Special 26. Via the Paste mechanism, you are able to paste formats, values, and even do something called [Windows Copy and Paste Rule]. 27. When copying and pasting between files of the same application, it will always take on the formatting characteristics of the. [Windows Copy and Paste Rule] 28. Transpose means to take information in rows and put it into columns; take information in and put it into rows. [4 Steps of Paste Special] 29. The Paste Special step 3 is to set the target; meaning, place the pasting. [4 Steps of Paste Special] where you intend to do the Changing Views 30. When you open up a file, it starts off by default, at % view. [Change Views, Zoom] 13 Session 1 Excel 2013 Project Workbook

14 Customizing the Ribbon Description: Excel 2013 may be very helpful while creating specific types of documents, and using several features of Excel 2013 may cultivate an atmosphere which allows you to create documents more effectively. You do not need to simply use the default settings of the ribbon; rather, you can customize the ribbon. The ability to customize the buttons and tabs enables you to fashion an individualized work station, allowing you an opportunity to enhance productivity and effectiveness. For this project, you will become familiar with the basics of navigating and customizing a ribbon in Excel These skills include: understanding the Excel interface, using templates, workspace, and Quick Access toolbar, understanding the ribbon, and customizing the ribbon. Steps for Completion: 1. Create a new Excel document using the blank workbook template. 2. Add a Print button to the Quick Access toolbar. 3. Customize the ribbon by creating a new tab. 4. Click on the File tab, then click on the Options tab, then click the Customize Ribbon option in the Excel Options dialog box, click the New Tab button, then click the Rename button, then place an appropriate name in the Rename dialog box, and then click the OK button. 5. Place Copy, Cut, and Paste buttons inside the new customized tab. 6. Go to the File tab, then click on the Options tab, then select the Customize Ribbon option, click the Copy button in the Commands list, and then select the Add button. The custom tab must be selected before you can add buttons to the tab. Reference: LearnKey s Excel 2013 Training, Session 1: Introduction: Introduction to Excel 2013; Excel Interface; Templates, Workspace, Quick Access; More Commands, and Popular Commands; Customize Ribbon; Add Remove Button Project Files: N/A Difficulty: Beginner Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.1 Create Worksheets and Workbooks create new blank workbooks create new workbooks using templates 1.4 Customize options and views for worksheets and workbooks Customize the Quick Access toolbar Customize the ribbon 14 Session 1 Excel 2013 Project Workbook

15 Excel Interface Description: While creating specific types of documents, it may be necessary to modify or customize the Quick Access toolbar from time to time. It may also be beneficial to move from one side of the worksheet to the other in a quick and efficient way. Customizing the Quick Access toolbar and moving through data quickly are important for effective navigation through Excel Take some time in this project to customize the Quick Access Toolbar and practice moving quickly through data in a worksheet. Steps for Completion: 1. Add the Touch Screen button to the toolbar. a. Click the Customize Quick Access Toolbar drop-down menu, click the More Commands option, open the All Commands menu in the Choose commands from dropdown menu, click the Touch/Mouse Mode, click the Add button, and then click the OK button. 2. Open the Excel2013_Alphabet.xlsx file and move from cell A1 to C1 using the keyboard. a. To move from the cell A1 to C1, you may type Ctrl+the right arrow key. 3. Highlight all the data in the A column using the keyboard. a. You can highlight the entire A1 column using the keyboard by highlighting the A1 cell, then pressing Ctrl+Shift+the down arrow on the keyboard. Reference: LearnKey s Excel 2013 Training, Session 1: Navigating Excel: Touch Screen, Document Window; Basic Navigation Project Files: Excel2013_Alphabet.xlsx Difficulty: Beginner Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.1 Create Worksheets and Workbooks create new blank workbooks customize the ribbon 15 Session 1 Excel 2013 Project Workbook

16 Shortcuts Description: To use Excel 2013 at its height of effectiveness, you may want to learn and apply shortcuts for regularly used commands. When you are short on time, shortcuts may save surprisingly large amounts of time for you. Knowing the shortcuts can be beneficial for any user. For this project, you will become familiar with the basics of employing shortcuts for regularly used commands in Excel These skills include utilizing the Esc key, Undo button, and right-click, using Windows key shortcuts, using function key shortcuts, using control key shortcuts, utilizing Copy, Paste, Print, Select All shortcuts, using Select Data Range, and Save commands with shortcuts, creating new documents with shortcuts, using Alt key shortcuts, inserting columns, rows, and worksheets with shortcuts, using visible key shortcuts, and using drop-down and ribbon shortcuts. Steps for Completion: 1. Complete the Shortcuts worksheet on the next page. Reference: LearnKey s Excel 2013 Training, Session 1: Shortcuts: Esc Key, Undo, Right Click; Windows Keys; Function Keys; Control Keys Project Files: N/A Difficulty: Beginner Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheet and Workbooks 1.1 Create Worksheets and Workbooks add worksheets to existing workbooks 1.3 Format Worksheet and Workbooks insert and delete columns and rows 1.4 Customize Options and Views for Worksheets and Workbooks assign shortcut keys 16 Session 1 Excel 2013 Project Workbook

17 Shortcuts Worksheet Instructions: While watching Session 1, match the shortcuts in the word bank with their function according to the information presented by the instructor. A. Windows logo key B. Right-click C. F4 D. Esc key E. Ctrl+P F. Ctrl+Shift+Down Arrow G. F12 H. Ctrl+X I. F1 J. Ctrl+V K. Ctrl+C L. Ctrl+Z M. Ctrl+N N. Ctrl+A O. F7 P. Windows logo key+d Q. Alt+I, then R R. Ctrl+S S. Alt+I, then C 1. Shows the desktop. 2. Pulls up the Start menu. 3. Closes the open dialog box, takes the user out of the open cell on a sheet. 4. Reveals an in-context menu of the options for the thing that was right-clicked. 5. Opens the Help options. 6. Opens Spell Check options. 7. Repeats the most recent simple-step actions. 8. Opens the Save As dialog box. 9. Employs the Undo button. 10. Cuts selected data from the document. 11. Copies the selected data. 12. Pastes data from the clipboard to the selected area of the document. 13. Opens the Print dialog box. 14. Selects all data in the data range surrounding the selected cell. 15. Saves the document. 16. Opens a new document. 17. Selects the column under the selected cell. 18. Inserts a new column into the document. 19. Inserts a new row. 17 Session 1 Excel 2013 Project Workbook

18 Creating and Manipulating Data Description: Excel 2013 may be very helpful while creating specific types of documents, and using several features of Excel 2013 may cultivate an atmosphere which allows you to create documents more effectively. AutoFill may be very useful when you need to enter data quickly and efficiently. Rather than entering data one cell at a time, AutoFill may allow the user to quickly fill in cells in certain circumstances. Understanding AutoFill may provide an environment in which you may enter data quickly while maintaining a professional look for the document. For this project, you will become familiar with the basics of creating and manipulating data in Excel These skills include entering data, expanding data, working with AutoFill, customizing lists, creating custom lists, identifying active cells, using Flash Fill, and creating column headings. Steps for Completion: 1. Open a new Excel sheet 2. Type a number into the first cell of column A. 3. Using the AutoFill handle, place the number that is in the first row of column A into the first 5 rows of column A. 4. Type a date into the first row of column B. Example 8/20/ Using the AutoFill handle, place the date that is in the first row into the first 5 rows of column B. Because the AutoFill handle is being used, you will need to right-click the AutoFill handle and drag it down to the fifth row, and select the Copy Cells option which will appear in the dialog box after you let go of the right-click. 6. Adjust the width of Column B. 7. Add a new row as row Type the word Sunday inside the first row of Column A. 9. Drag the AutoFill handle from the first row of Column A to the first row of Column E. 10. The first 5 days of the week should appear in the top row. 11. Create a custom list of names, using the Custom Lists dialog box. The list should only be 5 names long. 12. To access the Custom Lists dialog box, click the File tab, then click the Options tab, then click the advanced option in the Excel Options dialog box, then click the Edit Custom Lists button, and then type a list of names in the List entries box of the Custom Lists dialog box, and then click the OK button. Make sure that the names on the list are separated by commas or returns. 13. Apply the newly created list to Column D of the spreadsheet by typing one of the custom list s names in the first row of Column D and dragging the AutoFill handle to the fifth row of Column D. Reference: LearnKey s Excel 2013 Training, Session 1: Creating and Manipulating Data: Entering Data; AutoFill; Expand Data; Working with AutoFill; Custom Lists; Creating Custom Lists; Text Strings; Active Cells; Grouping Worksheets; Ungrouping Worksheets; Flash Fill; Flash Fill Numbers; Column Headings Project Files: N/A Difficulty: Beginner Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.3 Format Worksheets and Workbooks adjust row heights and column width 2.0 Create Cells and Ranges 2.1 Insert Data in Cells and Ranges append data to worksheets demonstrate how to use AutoFill tool expand data across columns 18 Session 1 Excel 2013 Project Workbook

19 Managing Worksheets Description: Excel 2013 may be very helpful while creating specific types of documents, and using several features of Excel 2013 may cultivate an atmosphere which allows you to create documents more effectively. Besides copying cells, you can duplicate entire worksheets onto other workbooks. Duplication of data may be done in a quick, effective manner. For this project, you will become familiar with the basics of moving data in Excel These skills include managing worksheets, copying and moving worksheets, copying and moving workbooks, and renaming, inserting, and deleting worksheets. Steps for Completion: 1. Open the Excel2013_Alphabet.xlsx file. 2. Use the Ctrl key on the keyboard to make a copy of cell C1 and place the copy in cell D1. 3. Make a copy of worksheet 1 and make the duplicate as Sheet1 (2) by using the Ctrl key on the keyboard. 4. Open a new workbook and arrange the view of the new workbook and the Alphabet workbook vertically to each other using the Arrange All option in the View tab. 5. To set the workbooks side by side, click the Arrange All option in the View tab, select the Vertical option, and then click the OK button. 6. Copy Sheet1 of the Alphabet workbook to the new workbook. 7. Save as Alphabet_2. Reference: LearnKey s Excel 2013 Training, Session 1: Managing Worksheets: Managing Worksheet, Copy and Move; Copy and Move Workbook; Rename, Inserting, Deleting Worksheets Project Files: Excel2013_Alphabet.xlsx Difficulty: Beginner Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.4 Customize Options and Views for Worksheets and Workbooks hide worksheets hide columns and rows 19 Session 1 Excel 2013 Project Workbook

20 Paste Special Description: Paste special is a special form of pasting that allows you to paste formats, values, and even transpose data. Remember, when you are copying and pasting between files of the same application, it will always take on the formatting characteristics of the destination; however, when copying and pasting between files of different applications, it will attempt to keep the formatting characteristics of the source. This is where Paste Special is helpful because it will provide paste options allowing you to control or restrict the content and formatting. For this project, you will become familiar with the basics of the Paste Special command in Excel These skills include understanding Paste Special, and the copy paste rule, using 4 steps of Paste Special command, utilizing Quick Multiplication, understanding manual and Paste Special, using Format Painter, and removing duplicates. Steps for Completion: 1. Open the Excel2013_Alphabet.xlsx file. 2. Select all the data on Sheet1 and copy it onto the clipboard. 3. Open Sheet2 of the workbook, and paste the copied data onto Sheet2. 4. Adjust the width of the columns in Sheet2 by double-clicking the border between the columns. 5. Use the Paste Special command to transpose a copy of the data range in Sheet1 next to the original data range. Ensure that the transposed copy is not pasted under the original data range. Reference: LearnKey s Excel 2013 Training, Session 1: Paste Special: Windows Copy and Paste Rule; Four Steps of Paste Special; Quick Multiplication; Benefits of Paste Special; Format Painter; Removing Duplicates Project Files: Excel2013_Alphabet.xlsx Difficulty: Intermediate Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.3 Format Worksheets and Workbooks change worksheet tab color 2.0 Create Cells and Ranges 2.1 Insert Date in Cells and Rages copy and paste data 2.2 Format Cells and Ranges use format painter apply highlighting apply cell styles 2.3 Order Group Cells and Rages transpose columns and rows 3.0 Create Tables 3.3 Filter and Sort a Table remove duplicates 20 Session 1 Excel 2013 Project Workbook

21 Changing Views Description: While creating an Excel document, it may be important for you to view the document in different ways. Zooming in on documents, moving page breaks, and creating mirror images may be important for performing specific tasks before the user prints the document or shares the document. The ability to change views in Excel cultivates an atmosphere in which you are able to view and change details in the document. The ability to modify details may only contribute to the effectiveness and productivity of the document. For this project, you will become familiar with the basics of changing views in Excel These skills include changing views and using zoom commands, changing workbooks views, using mirror images, using freeze panes, and splitting the window. Steps for Completion: 1. Open the Excel2013_Alphabet.xlsx file. 2. Change the zoom to 75%. 3. Open the Page Break Preview in the View tab, and move the page break to the border between Column C and Column D. 4. Create a mirror image of the document. 5. Place the mirror images side by side, or vertical to each other by clicking Arrange All in the View tab and then selecting the Vertical Radio button, and then clicking the OK button. Reference: LearnKey s Excel 2013 Training, Session 1: Changing Views: Changing Views, Zoom; Changing Workbook View; Mirror Images; Freeze Panes; Split the Window; Page Layout; Custom View; View Show Project Files: Excel2013_Alphabet.xlsx Difficulty: Beginner Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.4 Customize Options and Views for Worksheets and Workbooks change workbook views demonstrate how to use zoom Assign Shortcut Keys split the window 21 Session 1 Excel 2013 Project Workbook

22 Sales Convention Travel Expenses Description: Many companies have salespeople located all across the nation or even the world. Typically, a company may have conventions where all of their salespeople travel to one location to meet together. It is your responsibility to estimate the travel expenses for the quarterly conventions this year. You will be using Excel to create a spreadsheet with your travel estimates per salesperson. The company will have 4 conventions during the weekdays of four different weeks. Your boss needs these estimates as soon as possible. Steps for Completion: 1. Open a blank Excel workbook. In column A, beginning in cell A2, create the row headers of the days of the week using AutoFill. Remember you are only using weekdays. The days should be in cells A2 through A21. Complete row 1 with the column headers for each of your expense estimates as follows: B1=Meals, C1=Lodging, D1=Activities, E1=Transportation. Bold all of the column and row headers that you created in this step. Adjust the column widths so all of the characters in each cell show entirely. 2. Salespeople will be allowed $50 per day for meals. Input 50 into each of the cells B2 through B21. Lodging will cost $200 per night for each salesperson. Input 200 into each of the cells C2 through C21. Use copy and paste to complete this step. 3. Each salesperson will be involved in activities on Tuesday, Wednesday, and Thursday of each week that will cost $150 each. Input 150 for each day on Tuesday, Wednesday, and Thursday of each week for activities. Transportation expenses will only be incurred on Monday and Friday of each week and will cost $225 for transportation to and from the convention for each salesperson. Input 225 on Monday and Friday of each week. Use the Fill Non-Adjacent Cells feature to do this most efficiently in your spreadsheet. Reference: LearnKey s Excel 2013 Training, Session 1: Introduction: Introduction to Excel 2013; Excel Interface; Templates, Workspace, Quick Access; More Commands, and Popular Commands; Customize Ribbon; Add Remove Custom Buttons Navigating Excel: Touch Screen, Document Window; Basic Navigation Shortcuts: Copy, Paste, Print, Select All Creating and Manipulating Data: Entering Data; Auto Fill; Expand Data; Working with Auto Fill; Custom Lists; Creating Custom Lists; Text Strings; Active Cells; Grouping Worksheets; Ungrouping Worksheets; Flash Fill; Flash Fill Numbers; Column Headings Pate Special: Windows Copy and Paste Rule Project Files: N/A Difficulty: Beginner Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.1 Create Worksheets and Workbooks create new blank workbooks 1.3 Format Worksheets and Workbooks adjust row height and column width 2.0 Create Cells and Ranges 2.1 Insert Data in Cells and Ranges append data to worksheets copy and paste data demonstrate how to use AutoFill tool 22 Session 1 Excel 2013 Project Workbook

23 Birthday Wish List Description: Your birthday is coming up next month and your friends and family are asking what you want for your birthday. Now is your opportunity to make them a shopping list for them to choose what to get you. It is not guaranteed that you will get everything on your list, but at least your friends and family will have an idea of things you would like. Today, you will be creating an Excel spreadsheet where you will track all of the gifts you would like to receive for your birthday. You will find items online that you can include on your list. Make sure to include items in all price ranges (some less expensive, average price, and more expensive) and from several different stores so your friends and family have a variety of gifts from which to choose. The following are some ideas to start you thinking of potential gifts: books, sports, games, school supplies, clothes, shoes, or accessories. These are just some ideas but you can be as creative as you would like to on this list! Steps for Completion: 1. Open a blank Excel workbook. Create headers for each column in row 1 as follows: Wish List Item, Store Name, Store Phone Number, Store Address, Price Range, Location/Section in Store, Store Website, Other Comments. Adjust all column widths so they are wide enough to show all characters in the cells. 2. Add your own wish list information in the corresponding columns in the rows beneath row 1. You should have at least 10 wish list items for this assignment. 3. Format your document as follows. Headers in Row 1 should be Bold and font size 12. All other rows should be font size 10. Adjust all column widths so they are wide enough to show all characters in the cells. All data should be centered in each cell. Freeze panes at cell C2 so that no matter how far you scroll down or to the right, you will always be able to see the column headers and the item and store name of your wish list. 4. Include the following data validation in your spreadsheet. Create a character validation to ensure the phone numbers are entered correctly with text length equal to 12. Input a data validation message for the phone number columns stating Make sure phone numbers are entered as ###-###-####. Create a data validation list for the Price Range column with choices of <$10, $10-$20, or >$20. Reference: LearnKey s Excel 2013 Training, Session 1: Introduction: Introduction to Excel 2013 Navigating Excel: Basic Navigation Creating and Manipulating Data: Entering Data Changing Views: Freeze Panes Project Files: N/A Difficulty: Intermediate Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.1 Create Worksheets and Workbooks create new blank workbooks 1.3 Format Worksheets and Workbooks adjust row height and column width set data validation 1.4 Customize Options and Views for Worksheets and Workbooks freeze panes 2.0 Create Cells and Ranges 2.2 Format Cells and Ranges modify cell alignment and indentation change font and font styles apply number formats 23 Session 1 Excel 2013 Project Workbook

24 Product Analysis Description: A product analysis is an examination of each separate product in a company s range to find out why it sells, who buys it, etc. After a product analysis is done, business managers use it to make decisions to help the company succeed. In this product analysis example, you will be working with data from a local pizzeria. You will see the number of each product sold within each month over several years. The information you will create in this exercise will be a starting point for your managers to make decisions on the future direction of the company. Steps for Completion: 1. Open the file named ProductAnalysis_ Start.xls and remove the duplicates on Sheet1 using the data tool Remove Duplicates. Freeze panes after column A. This will ensure that column A is always showing no matter how far you scroll to the right. Insert a blank column after Dec of each year so that you have 3 blank columns within your data. This should make it easier to tell when a new year of data begins. 2. Create Sheet2 and Sheet3 simultaneously using AutoFill on Multiple Sheets. In cell A2, type Jan and use AutoFill to complete the rest of the months in a year through cell A13. Type 2008 in cell B1 and type 2009 in cell C1, then use AutoFill to complete the other years for this analysis through cell E1. Format column A and row 1 so that all contents of the cells are Bold. 3. Using the Move or Copy Sheet feature, create a copy of Sheet3 and move to the end. Rename the worksheets as follows: Sheet1=Data, Sheet2=Pepperoni, Sheet3=Sausage, Sheet3(2)=Supreme. 4. Complete the Pepperoni sheet to include all of the Pepperoni data from the data sheet. The Sausage sheet should include all of the Sausage data from the data sheet. And the Supreme sheet should include all of the Supreme data from the data sheet. Use the Paste Special Transpose feature to do this. 5. Insert a worksheet at the beginning of the workbook to create a cover sheet for entire workbook. Name this sheet Product Analysis. In cell A1 of this sheet, type Product Analysis. Reference: LearnKey s Excel 2013 Training, Session 1: Navigating Excel: Touch Screen, Document Window; Basic Navigation Creating and Manipulating Data: Entering Data; Auto Fill; Expand Data; Working with Auto Fill Managing Worksheets: Managing Worksheet, Copy and Move; Copy and Move Workbook Paste Special: Benefits of Paste Special; Format Painter; Removing Duplicates Changing Views: Freeze Panes Project Files: ProductAnalysis_Start.xls Difficulty: Advanced Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.1 Create Worksheets and Workbooks add worksheets to existing workbooks copy and move worksheets 1.3 Format Worksheets and Workbooks insert and delete columns and rows 1.4 Customize Options and Views for Worksheets and Workbooks freeze panes 2.0 Create Cells and Ranges 2.1 Insert Data in Cells and Ranges append data to worksheets copy and paste data demonstrate how to use AutoFill tool expand data across columns 2.3 Order and Group Cells and Ranges transpose columns and rows 3.0 Create Tables 3.3 Filter and Sort a Table remove duplicates 24 Session 1 Excel 2013 Project Workbook

25 Session 2

26 Session 2 Fill-in-the-Blanks Instructions: While watching Session 2, fill in the missing words according to the information presented by the instructor. [References are found in the brackets.] Formatting Data 1. Excel has great capabilities as far as graphics because sometimes you need to ticular reasons. [Formatting Data, Color, Size] data for par- 2. To flag an Excel sheet tab so that it stands out, the specific tab and select Tab Color. [Change Sheet, Tab Color, Office Workbook] 3. A theme also incorporates the colors and. [Change Office Themes] 4. The Background button is located on the tab. [Backgrounds] 5. A background is the lowest in the Excel worksheet. [Backgrounds] 6. To turn a picture into a watermark, open the dialog from the [Watermarks] group on the Page Layout tab. 7. Insert the picture into the custom to customize it into a watermark. [Watermarks] Modify Cells 8. To have a title more than one column or row, use the Merge & Center feature. [Merge Cells] 9. By default, Excel gets rid of unless specially formatted. [Apply Number Formats, Special Formats] 10. If you do not need to do a mathematical calculation upon a number like a zip code, you can format it as to maintain leading zeroes. [Custom Format] 11. Adding WordArt to an Excel sheet is done on the tab. [Text to WordArt] Tables 12. Searching for specific data can be done by right-clicking and selecting Find or by the keyboard shortcut. [Find and Replace] 13. Using an asterisk as a wildcard will take the place of missing characters. [Asterisk, Question Mark] 14. Be sure to have the cursor the specific data range before applying a Sort. [Sorting] 15. Think of filtering as formatting [Filtering] information you are not interested in seeing displayed. 16. After applying a table style to a range of data, the contextual tab will appear. [Create Tables] 17. One way to modify a table is to apply which are alternatively shaded. [Modify Tables] 26 Session 2 Excel 2013 Project Workbook

27 Text Formulas 18. The CONCATENATE formula cell contents together. [CONCATENATE] 19. The key will display the formula for a selected cell. [Edit Formula] 20. The built-in Excel function to split cell contents apart is applied with the button on the Data tab. [Split Cell Contents Apart] 21. When using delimiters in the Text to Column Wizard, you will the delimiting characters. [Delimiters] 22. The arguments of a formula are located the parentheses. [RIGHT, MID] Operations 23. The acronym an equation. [Define Order of Operations] helps you to remember the order of operations, which will affect the results of 24. Operations are [Four Most Popular Operators] versions of formulas, and there are only six of them. 25. The SUM formula will text. [SUM] 26. The MIN formula identifies the value in the range. [AVERAGE, MIN, MAX] 27. Hold down the key to select non-adjacent cells. [AutoCalculate] 28. Using the will lock in a cell reference to make it absolute. [Relative, Absolute Cell References] 29. Place your cursor in the cell address and hit the key to toggle between mixed references. [Mixed Cell References] 27 Session 2 Excel 2013 Project Workbook

28 Formatting Data Description: When most people think of Excel, they think of black and white tables and charts; however, do not forget the important role of color. When it comes to organizing data, color plays a big role. Excel 2013 provides a variety of tools and options to help you customize, not only your workspace, but your documents as well. In this project, you will practice formatting and customization. Steps for Completion: 1. Open the Excel2013 Formatting Data.xlsx file. 2. Select cell D8 and apply a blue highlight using the Text Highlight Color under the Home tab. 3. With cell D8 still selected, change the font color to yellow. 4. Use the Increase Font Size button to increase the size of the font to 16 pt. 5. Right-click on the Sheet1 tab at the bottom of the page and choose Tab Color, then click to change the tab color to purple. 6. Now change the ribbon theme by clicking on File, Options and then from the Office Background drop-down menu, under Personalize your copy of Microsoft Office, choose Spring. 7. In the same dialog box, change the Office Theme from White to Light Gray, and click OK. 8. Navigate to the Page Layout tab and change the theme of your document to Facet and the font to Franklin Gothic. 9. Create a watermark with the following steps: a. Under the Page Layout tab, open the Page Setup dialog launcher and click the Header/Footer tab. b. Choose Custom Header and click to place the cursor in the Center section. c. Click the Insert Picture icon (second from left) and navigate to your sample pictures on your computer. Choose the desired picture for your watermark and click Insert. d. Now, click the Format Picture icon (far left). Under the Picture tab, change Brightness to 75% and Contrast to 20%. e. Click OK to navigate back to your main document, but don t forget to view the watermark effect in Print Preview mode. 10. Save the worksheet as Excel2013 Formatting Data_FINISH. Reference: LearnKey s Excel 2013 Training, Session 2: Formatting Data: Formatting Data, Color, Size; Change Sheet, Tab Color, Office Workbook; Change Office Themes; Backgrounds; Watermarks Project Files: Excel2013 Formatting Data.xlsx Difficulty: Beginner Intermediate - Advanced Users: Organize the table in alphabetical order by last name and make the titles, fonts, and alignment throughout look more aesthetically pleasing. Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.3 Format Worksheets and Workbooks change worksheet tab color modify page setup change workbook themes insert watermarks insert headers and footers 1.4 Customize Options and Views for Worksheets and Workbooks customize the Quick Access toolbar customize the ribbon 2.0 Create Cells and Ranges 2.2 Format Cells and Ranges change font and font styles apply highlighting 5.0 Create Charts and Objects 5.3 Insert and Format an Object insert images 28 Session 2 Excel 2013 Project Workbook

29 Modify Cells Description: Often when working in Excel, it seems like it has a mind of its own that it has thought of everything and can do anything; however, if something seems it cannot be done, most likely all you need is some special formatting. The ability to modify in Excel makes just about anything possible, especially when it comes to numbers. In addition, Excel has some graphic capabilities, too. In this project, you will use various cell alignments and practice formatting text and numbers. You will also be introduced to WordArt. Steps for Completion: 1. Open a new blank document in Excel Create a new chart similar to the one in the Excel2013 Formatting Data.xlsx file using your own fictional information. Format it like a table and modify the font and alignment to look professional. a. Make sure to use Wrap Text, and Merge and Center where necessary. Add in some WordArt as a reminder to update information at a later date. Make your table at least 20 rows X 8 columns. Reference: LearnKey s Excel 2013 Training, Session 2: Modify Cells: Modify Cell Alignment, Wrap Text; Indentation; Merge Cells; Apply Number Formats, Special Formats; Custom Format; Text to WordArt; Existing Text to WordArt Project Files: N/A Difficulty: Intermediate Required Materials: Excel 2013 Objectives: 2.0 Create Cells and Ranges 2.2 Format Cells and Ranges merge cells modify cell alignment and indentation wrap text within cells apply number formats change text to WordArt 29 Session 2 Excel 2013 Project Workbook

30 Tables Description: When it comes to data, Excel is capable of holding quite a bit of it! For that reason, it is also more than capable of finding information within specific data by using tools and features like sorting, filtering, and Go To. Tables are just the beginning; they are the basis for organizing data and can be very simple, or very complex. For this project, you will be working with the basic table that you ve already modified in the previous two projects to practice finding and organizing information. Steps for Completion: 1. Open the Excel2013 Modify_Finish file (from the previous project) and delete the WordArt. 2. Use Find and Replace to apply a highlight to every cell with the value Littleton. 3. Practice using the asterisk and question mark to search for terms which you are unsure of the spelling. 4. Sort the data alphabetically, by last name. 5. Filter by the and zip codes. 6. Turn off filtering and apply Format as Table. 7. Practice modifying the table by the following steps: a. Delete the Seniority column. b. Under the Design tab, uncheck Banded Columns 8. Total the rows by selecting the Total Row check box under the Design tab. 9. Name the table EmployeeTable. 10. Open a new worksheet tab and practice going back to the named table using Go To. 11. Make sure there are no duplicates that exist when all criteria is selected. 12. Save the file as Excel2013 Tables_Finish. Reference: LearnKey s Excel 2013 Training, Session 2: Tables: Find and Replace; Asterisk, Question Mark; Sorting; Filtering; Create Tables; Modify Tables; Total Rows; Define Titles, Go To; Remove Duplicates Project Files: N/A Difficulty: Intermediate Advanced Users: Create a financial table with at least five columns and 30 rows. Format with titles and themes, then sort the data by dollar amount, then last name. Apply filtering to view data within a certain dollar range. Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.2 Navigate Through Worksheets and Workbooks demonstrate how to use Go To demonstrate how to use Name Box 2.0 Create Cells and Ranges 2.1 Insert Data in Cells and Ranges find and replace data 3.0 Create Tables 3.1 Create a Table move between tables and ranges define titles 3.2 Modify a Table apply styles to tables insert total rows 3.3 Filter and Sort a Table filter records sort data on multiple columns change sort order remove duplicates 30 Session 2 Excel 2013 Project Workbook

31 Using CONCATENATE and Splitting Cell Contents Description: CONCATANATE is a popular formula that ties two cells data together, effectively decreasing the amount of work you have to do. Since CONCATENATE ties information together you ll also learn how to split data apart. In this project, you ll become familiar with the creation of the CONCATENATE formula, how it can be useful and how to split cell information. Steps for Completion: 1. Open the Excel2013 Tables_Finish file. 2. Insert a new column between columns B and C. 3. Type CONCATENATE in the Formula Bar. Follow the example by typing A4,B4 then hitting Enter. 4. Apply the formula to the rest of your data. Reference: LearnKey s Excel 2013 Training, Session 2: Text Formulas: CONCATENATE, Working with CONCATENATE, Edit Formula, Correct Columns, Split Cell Contents Apart, Convert Formulas to Text, Delimiters Project Files: N/A Difficulty: Advanced Required Materials: Excel 2013 Objectives: 4.0 Apply Formulas and Functions 4.4 Format and Modify Text with Functions demonstrate how to use the CONCATENATE function 31 Session 2 Excel 2013 Project Workbook

32 Using Formulas Description: Excel is designed to decrease the amount of manpower used. That being said, your knowledge of formulas will decrease the amount of time you are actually typing, copying, pasting and so forth. In this project, you will become familiar with the more popular text-based formulas. You ll also learn some management techniques to help with the formula process. Steps for Completion: 1. Open the Excel2013 Tables_Finish file and convert the data to text. 2. Use =UPPER( in the cell intersecting row 4 to capitalize the data in C4. Then apply the formula to the rest of the column. 3. Use =LOWER and format the data in D4 to be lowercase. Then apply the formula to the rest of the column. 4. Insert a new column and use =PROPER(D4 in E4. Then apply the formula to the rest of the column. 5. Insert a column between column F and G. 6. Use =LEFT (F4,3 in G4. 7. Undo and use =RIGHT(F4,3 in G4. Then apply this formula to the rest of the column. 8. Select G4 and change the formula to MID and extract Conny from F4. 9. Apply the changes to the rest of the column. 10. Insert a new column between columns F and G. 11. In cells F4 and F5, add unnecessary spaces. 12. Use =TRIM(F4 in G4. Then apply the formula to the rest of the column. Reference: LearnKey s Excel 2013 Training, Session 2: Text Formulas: UPPER, LOWER, PROPER, LEFT, RIGHT, MID, TRIM Project Files: N/A Difficulty: Beginner Required Materials: Excel 2013 Objectives: 4.0 Apply Formulas and Functions 4.4 Format and Modify Text with Functions demonstrate how to use the RIGHT, LEFT, and MID functions demonstrate how to use the TRIM function demonstrate how to use the UPPER and LOWER functions 32 Session 2 Excel 2013 Project Workbook

33 Using Operations and Number Formulas Description: Operations, much like formulas, keep you from typing insane amounts of data. One part of using operations is an understanding of the Order of Operations, because operations have to do with numbers instead of text. In this project you will learn how to use these operations and corresponding formulas. Excel has many tools to make processing large amount of number data easy and manageable. Once you understand how to use these operations and formulas, you will be one step closer to decreasing manual labor and increasing productivity. Steps for Completion: 1. Open the original file Excel2013 Tables_Finish. 2. Insert examples of addition, subtraction, multiplication, and division in a new column. 3. Another operation is as follows, type =2^3, which is two to the third power. 4. Total the zip codes column. 5. Edit the formula so it reads AVERAGE instead of SUM and press the ENTER key. 6. Edit the formula so it reads MIN instead of AVERAGE. 7. Edit the formula so it reads MAX instead of MIN. 8. Edit the formula so it reads COUNT instead of MAX. To demonstrate this formula delete one of the zip codes and notice that the total changes. 9. Type COUNTA where COUNT is located. 10. Explore the AutoCalculate feature. Highlight two adjacent cells in the zip code column and move your cursor to the status bar. The ones on screen should read AVERAGE, COUNT, and SUM. You can change these figures to other formulas or deselect them by right-clicking and clicking on corresponding formulas. 11. Press and hold Ctrl and click non-adjacent cells in the zip code column. Right-click the status bar and select the Numerical Count option and deselect the Count option. Reference: LearnKey s Excel 2013 Training, Session 2: Operations: Define Order of Operations, Four Most Popular Operators, More Operators, CONCATENATE, SUM, AVERAGE, MIN, MAX, COUNT, COUNTA, AutoCalculate Project Files: Excel2013 Tables_Finish Difficulty: Intermediate Required Materials: Excel 2013 Objectives: 4.0 Apply Formulas and Functions 4.1 Apply Cell Ranges and References in Formulas and Functions define order of operations 4.0 Apply Formulas and Functions 4.2 Summarize Data with Functions demonstrate how to apply the SUM function demonstrate how to apply the MIN and MAX functions demonstrate how to apply the COUNT function demonstrate how to apply the AVERAGE function 33 Session 2 Excel 2013 Project Workbook

34 Formula Auditing and Cell References Description: Advanced Excel 2013 users will appreciate the many formula auditing features that help identify formulas and what they re affecting. Cell references refer to whether a formula will affect the selected cell range relatively or as an absolute. In this project, you will learn the difference between relative, absolute, and mixed cell references, as well as some basic formula auditing. Steps for Completion: 1. Open the Excel2013 Tables_Finish file from a previous project. 2. Type =sum( in a blank cell to the right of the phone number column. 3. With the formula still editable, hold Ctrl and select a few non-adjacent cells and press Enter. 4. Use Trace Precedents to show any correlations the formula has with any existing cells. 5. Select a cell in the zip code column and use Trace Dependents to show what any given cell correlating formulas are, if any exist. 6. Select the cell that has the COUNTA total in it from the last project and click Watch Window from the Formulas tab. 7. Click Add Watch and notice that the cell now has a Watch Window from which you can keep track of any formulas. This is especially handy as you can keep track of formulas even on different work sheets. 8. Undo the dependent and precedent traces and insert a new column between the phone number and address columns, and then enter numerical values into the rows. 9. With that done, change the COUNTA formula from the bottom of the zip code column to a SUM formula. Copy and paste the SUM formula into your new numerical column. Notice the total is different due to the difference in numerical values. The formula changed given the change in data. 10. Use three blank columns for this next step, preferably those to the right of the phone number column. Type 5 in the first column, 10 in the adjacent cell of the second column, 11 below the 10, and type 15 below the cell with 11 in it. 11. Type =K13*J13 in the adjacent cell in the third column and press Enter. Double-click the AutoFill counter and notice you get zero for the two equations. This is an example of when relative cell reference is not ideal. 12. To make the equation an absolute cell reference, type dollar signs in the operations like so: =K13*$J$13. Excel will then treat the cell equation as an absolute. Press the Enter key and notice the answers to the equations in the corresponding cells change. 13. Toggle between cell references by selecting the cell address and in the formula box pressing F Save your progress. Reference: LearnKey s Excel 2013 Training, Session 2: Operations: Formula Auditing, Relative, Absolute Cell References, Mixed Cell References Project Files: N/A Difficulty: Intermediate Required Materials: Excel 2013 Objectives: 4.0 Apply Formulas and Functions 4.1 Apply Cell Ranges and References in Formulas and Functions demonstrate how to use references (relative, mixed, absolute) reference cell ranges in formulas 34 Session 2 Excel 2013 Project Workbook

35 Bank Statement Description: A bank statement summarizes all transactions in your bank account for a period of time. Anyone who has a bank account should carefully review their bank statements. When comparing the balance the bank says you have in your account to what you think should be in your account, you should be on the lookout for incorrect amounts as well as unauthorized transactions. When it comes to your money, you can t be too careful! In this exercise, you will be creating a bank statement for your own bank account. You will have many transactions to include in your final balance calculation. The opening balance from the prior month combined with the net of all transactions during the period should result in the closing balance for the current statement. Steps for Completion: 1. Open a blank Excel workbook. Create headers for each column in row 5 as follows: Date, Item, ID#, Debit, Credit, and Balance. Below the headers, enter the following bank account entries. Remember, deposits and interest increase (credit) your balance and checks, ebills, and fees decrease (debit) your balance. 1/1/12 Beginning Balance = $175.00, 1/5/12 Check #5101 = $15.15, 1/5/12 ebill #2314 = $10.74, 1/8/12 ebill #2315 = $108.67, 1/12/12 ebill #2316 = $34.55, 1/15/12 Check #5102 = $10.00, 1/15/12 Deposit #1A = $325.00, 1/20/12 Checking Fee = $5.00, 1/24/12 Check #5103 = $50.00, 1/28/12 Check #5104 = $150.76, 1/31/12 Deposit #2A = $25.00, 1/31/12 Interest = $ Format your document as follows. Headers in row 5 should be Bold and font size 12. All other rows should be font size 10. The date cells should be in date format type 3/14/01. The debit, credit, and balance cells should be in currency format with 2 decimal places, the $ symbol, and negative numbers should be in parentheses and red font. Adjust all column widths so they are wide enough to show all characters in the cells. All of the balance cells should be filled with a yellow color. Add a comment to $325 deposit cell that says Paycheck. Merge and Center cells A1 through F3, type Bank Statement January 2012 with bold font size 16 and center it vertically. Add a picture to the background with brightness of 75% and 25% contrast. 3. Input a formula in cell F7 that adds the debit cell and subtracts the credit cell from the previous item s balance. Copy this formula down for all items in your check register. Use relative cell references to copy correctly. 4. Insert a table in your check register. Make sure you only include rows 5 through 17. Reference: LearnKey s Excel 2013 Training, Session 2: Formatting Data: Formatting Data, Color, Size; Change Sheet, Tab Color, Office Workbook; Change Office Themes; Backgrounds; Watermarks Modify Cells: Modify Cell Alignment, Wrap Text; Indentation; Merge Cells; Apply Number Formats, Special Formats; Custom Format Tables: Sorting; Filtering; Create Tables; Modify Tables; Total Rows Operations: Define Order of Operations; Four Most Popular Operators; Relative, Absolute Cell References Project Files: N/A Difficulty: Intermediate Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.1 Create Worksheets and Workbooks create new blank workbooks 2.0 Create Cells and Ranges 2.2 Format Cells and Ranges change font and font styles apply number formats 4.0 Apply Formulas and Functions 4.1 Apply Cell Ranges and References in Formulas and Functions demonstrate how to use references (relative, mixed, absolute) define order of operations reference cell ranges in formulas 4.2 Summarize Data with Functions demonstrate how to apply the SUM function 35 Session 2 Excel 2013 Project Workbook

36 Shopping Description: Students often go shopping for new clothes and school supplies at the beginning of a school year. Many stores have big sales to entice students to buy their products. Several states require stores to charge customers sales tax on items purchased. In this project, you will be calculating the prices of back to school items after discounts and taxes. It is important to recognize that discounts reduce the amount you would have to pay for a product and taxes increase the amount you pay for a product. You will also need to add up the final costs of all products to make sure you have enough money to pay for all of the items. It is a good idea to calculate the average, maximum, and minimum costs of a group of products to help you make decisions if you are only able to spend a certain amount of money. Steps for Completion: 1. Open the file named Shopping_Start.xlsx. Unhide all of the rows that are currently hidden. 2. Input a formula with relative cell references in the Discount Dollar Amount column that multiplies the List Price and the Discount % for each item. 3. Input a formula with relative cell references in the Discounted Price before Tax column that subtracts the Discount Dollar Amount from the List Price of each item. 4. Input a formula with relative cell references in the Tax Dollar Amount column that multiplies the Discounted Price before Tax and the Tax % for each item. 5. Input a formula with relative cell references in the Discounted Price after Tax column that adds the Discounted Price before Tax and the Tax Dollar Amount for each item. 6. Input formulas in cells H13 through H16 that calculate the total, average, maximum, and minimum of the discounted prices after tax for all of the items listed in this spreadsheet. 7. Hide columns D, E, and G so that only the Item, List Price, Discount %, Tax %, and Discounted Price after Tax columns are showing. Reference: LearnKey s Excel 2013 Training, Session 2: Operations: Define Order of Operations; Four Most Popular Operators; More Operators, CONCATENATE; SUM; AVERAGE, MIN, MAX; COUNT, COUNTA; AutoCalculate; Formula Auditing; Relative, Absolute Cell References; Mixed Cell References Project Files: Shopping_Start Difficulty: Intermediate Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.4 Customize Options and Views for Worksheets and Workbooks hide columns and rows 4.0 Apply Formulas and Functions 4.1 Apply Cell Ranges and References in Formulas and Functions demonstrate how to use references (relative, mixed, absolute) reference cell ranges in formulas 4.2 Summarize Data with Functions demonstrate how to apply the SUM function demonstrate how to apply the MIN and MAX functions demonstrate how to apply the COUNT function demonstrate how to apply the AVERAGE function 36 Session 2 Excel 2013 Project Workbook

37 Fantasy Football Description: Fantasy football is an interactive, virtual competition in which people act as a general manager of a professional football team and compete against other teams. The players that an individual is able to manage are professional American Football players in the National Football League. The rules for what eventually became fantasy football were developed in 1962 and have evolved ever since. Due to the growth of the Internet, fantasy football has become far more popular in America today than ever before. In this exercise, you are tracking the points of two fantasy football teams who competed against each other one week. You will create an Excel workbook that shows the points for each team and determines the winner. Steps for Completion: 1. Open the file named FantasyFootball_Start.xlsx. This shows the standard point value for each event that may occur in a football game. Insert a column before column A. Type Offense in cell A2, Kickers in cell A10, and Defense/Special Teams in cell A17. Merge and center cells A2 to A9, then format these cells so that the text is centered vertically and horizontally and the text orientation is 90 degrees. Format cells A10 to A16 and A17 to A30 the same. Add an Outside Border to each of these merged cell groupings. Fill each of the merged cell groupings as follows: Offense = Green, Kickers = Yellow, Defense/Special Teams = Red. 2. Format the fonts in column A and row 1 to be Bold. Center all of column C and row 1. Format all of the cells in column C as the Number category with zero decimals and show negative numbers with parentheses and in red. Copy and paste the formats in column C to columns E, F, H, and I. Of course, modify all of the column widths so that they fit all of the characters in the cells. 3. Input the following Team A results in column E: Team A Offense had 5 running touchdowns, 3 passing touchdowns, 2 touchdowns over 40 yards, 250 yards rushing, 375 yards passing, 2 intercepted passes, and 1 fumble lost. The Kickers of Team A had 1 field goal over 50 yards, 2 field goals between 40 and 49 yards, 2 field goals less than 40 yards, and 8 extra points. Team A Defense/Special Teams allowed 16 points and had 2 interceptions, 1 fumble recovery, and 7 sacks. 4. Input the following Team B results in column H: Team B Offense had 4 running touchdowns, 4 passing touchdowns, 2 touchdowns over 40 yards, 1 conversion, 150 yards rushing, 300 yards passing, 1 intercepted pass, and 1 fumble lost. The Kickers of Team B had 2 field goals between 40 and 49 yards, 4 field goals less than 40 yards, 8 extra points and missed 2 field goals over 40 yards. Team B Defense/Special Teams allowed 47 points, and had 1 touchdown, 3 interceptions, 2 fumble recoveries, 1 blocked punt, and 4 sacks. 5. In cell F2, use cell multiplication to multiply cell C2 and E2. You will be copying this formula down column F as well as over to column I; however, you will always want the Results multiplied by the Points. Therefore, you must use the Absolute Cell Reference on the c column reference in your formula in cell F2. Now, copy that formula down column F to cell F30. Then, copy all of column F formulas over to column I. Check to make sure the absolute cell reference worked by looking at one of the formulas in column I. It should be multiplying the same row in column C and H. 6. Create formulas in cells C33 through C36 that correspond with the row headers in column B. In other words, C33 should add all of the point values in the Offense section; cell C34 should add all of the point values in the Kickers section, and so on. Use the SUM Function in cells C33, C34, and C35. Use the arithmetic operators for the formula in cell C36. Copy these formulas to the corresponding cells in columns F and I. 7. Highlight the winner (highest total points) by making the font of the winner s total points (either cell F36 or I36) Bold and blue. 37 Session 2 Excel 2013 Project Workbook

38 Reference: LearnKey s Excel 2013 Training, Session 2: Formatting Data: Formatting Data, Color, Size; Change Sheet, Tab Color, Office Workbook Modify Cells: Modify Cell Alignment, Wrap Text; Indentation; Merge Cells; Apply Number Formats, Special Formats; Custom Format Tables: Sorting; Filtering; Create Tables; Modify Tables; Total Rows Operations: Define Order of Operations; Four Most Popular Operators; SUM; Relative, Absolute Cell References Project Files: FantasyFootball_Start Difficulty: Advanced Required Materials: Excel 2013 Objectives: 2.0 Create Cells and Ranges 2.2 Format Cells and Ranges merge cells change font and font styles apply number formats apply highlighting 4.0 Apply Formulas and Functions 4.1 Apply Cell Ranges and References in Formulas and Functions demonstrate how to use references (relative, mixed, absolute) define order of operations reference cell ranges in formulas 4.2 Summarize Data with Functions demonstrate how to apply the SUM function 38 Session 2 Excel 2013 Project Workbook

39 Session 3

40 Session 3 Fill-in-the-Blanks Instructions: While watching Session 3, fill in the missing words according to the information presented by the instructor. [References are found in the brackets.] Totals and Sparklines 1. When totaling numbers from multiple sheets, you can simply go to the preceding on the specific cell needed to complete the range. [Totaling Multiple Sheets] and click 2. You can automatically adjust all the columns widths at once by double-clicking any column while the entire worksheet is selected. [Working with Totaling Sheets] 3. Rather than displaying a full-fledged chart, the purpose of Sparkline graphics is to show a [Sparkline Graphics]. 4. Sparkline styles are broken down by color and the nature of the. [Sparkline Tools] 5. The Consolidate dialog box allows you to consolidate more functions than just, such as min, max, or average. [Consolidation] 6. The area to the left of the is referred to as the Outline pane. [Hierarchical Outline] Subtotals 7. The Subtotals feature is located on the tab. [Using Subtotals, Subtotal Options] 8. The Go To feature can be accessed by pressing the keyboard shortcut Ctrl+ to the Home tab. [Selecting Visible Data] or by navigating VLOOKUP 9. The VLOOKUP formula is a lookup formula, so it does not anything. [What is VLOOKUP?] 10. By naming a range of data you can avoid scrolling to manually the range. [Name the Range] 11. Use the [VLOOKUP with Optional Argument] argument when looking for an exact match from the VLOOKUP function. Nested Formulas 12. Nested formulas, or formulas inside of formulas, help you accomplish more than [Using Nested Formulas] task at once. 13. To nest a formula, no [Nesting a Formula] is necessary; just type the formula after the open parenthesis. 14. The FIND formula can be more as a nested formula. [FIND Formula] 15. The COLUMN formula returns the column instead of the column letter. [ROW, COLUMN Formula] 40 Session 3 Excel 2013 Project Workbook

41 Conditional Logic 16. Is not equal to, or does not equal are expressed as since the keyboard does not have an equals sign with a slash. [IF Formula] 17. The [Text Wrap within Cells] shortcut of double-clicking the column border will not work if Text Wrap is applied. 18. With the OR function, all of the do not have to be met. [OR] 19. The principle purpose of the NOT formula is to. [NOT] 20. The SUMIF formula allows only cells of a certain to be included in the sum. [SUMIF] 21. COUNTIF counts all the that meet certain criteria. [COUNTIF] 22. The criterion goes in within the formula. [AVERAGEIF] 23. Both criteria must be when using SUMIFS. [SUMIFS] 24. When typing an IF function, Ctrl+ [AVERAGEIFS] brings up the Function Arguments dialog box. 25. The COUNTIFS formula is because it only counts cells or instances. [COUNTIFS] 41 Session 3 Excel 2013 Project Workbook

42 Using Total Sheets Description: It is common to work with multiple sheets in an Excel 2013 document. Having a working knowledge of Total sheets will make even the most irritating projects a breeze. In this project, you will learn how to make totals between multiple sheets by working with totaling sheets. You will also learn how to make a quick analysis and use grand totals. Steps for Completion: 1. Open a new Excel document with 3 sheets and name them 2012, 2013, and Totals. 2. On the 2012 sheet, create sales figures for two employees using employee names in column A, months January - December as column headers, and corresponding monthly sales numbers. Do the same on the 2013 sheet as well. 3. Label the employees and months in the Totals sheet. 4. In the Totals sheet, enter the SUM formula in the cell at the intersection of January and your first employee with the range beginning at the first data cell of 2012 and ending at the last data cell of Apply the formula to the rest of the cells. 6. Format the spacing of the sheet using column borders. 7. Create a grand total for your monthly totals on the Totals sheet. 8. Select the next blank column in the Totals sheet and use the AutoSum function to format the spacing. 9. Save your file as Excel2013_Totals to use in the next project. Reference: LearnKey s Excel 2013 Training, Session 3: Totals and Sparklines: Totaling Multiple Sheets, Working with Totaling Sheets, Quick Analysis, Grand Totals Project Files: N/A Difficulty: Intermediate Required Materials: Excel 2013 Objectives: 5.0 Create Charts and Objects 5.1 Create a Chart demonstrate how to use Quick Analysis 42 Session 3 Excel 2013 Project Workbook

43 Sparkline Graphics and Tools Description: In many instances it is appropriate to have a visual representation of your totals. While Excel is mostly associated with numerical values, you can utilize the Sparkline graphics tools to display data with graphs. In this project, you will learn how to display totals using the Sparkline graphics and tools. Steps for Completion: 1. Open the Excel2013_Totals file. 2. Select the first empty cell of the column to the right of your December grand total. 3. Under the Insert tab you will find the Sparklines graphics. Click Line. a. When it prompts you for a Data Range select all of the cells to the left of the original cell (the first cell in each column). b. Repeat step two for the second salesperson but this time, insert a column instead of a line graph. 4. Click one of the graphs. a. Select the Design tab and notice it says SPARKLINE TOOLS. b. Change the graph color using the Sparkline Color tool. c. Add low and high points using the Marker Color tool. 5. Save your progress as a new file and name it Excel2013_Sparklines. Reference: LearnKey s Excel 2013 Training, Session 3: Totals and Sparklines: Sparkline graphics, Sparkline Tools Project Files: N/A Difficulty: Beginner Required Materials: Excel 2013 Objectives: 2.0 Create Cells and Ranges 2.3 Order and Group Cells and Ranges insert sparklines 43 Session 3 Excel 2013 Project Workbook

44 Incorrect Data and Consolidation Description: When dealing with multiple sheets and their different formats, you will need to know how to consolidate the information so the formulas line up and display data correctly. In this project, you will learn how to consolidate incorrect data and consolidate it properly. You will also learn about the Hierarchical Outline. Steps for Completion: 1. Open a new file in Excel. a. Add a new worksheet to the file and rename the four worksheets Jul, Aug, Sep, and 3rd Q. b. For the three monthly worksheets add any number of sales associates, what they sell, and how much of each item they have sold. The key to this exercise is to deal with incorrect or un-matching data so make sure the data from sheet to sheet does not exactly match. c. Place your cursor on an empty cell in the 3rd Q worksheet. d. Click the DATA tab, and click Consolidate. e. Click in the Reference field and collect the data from the monthly sheets. f. After selecting the essential data, check the Left column and Create links to source data boxes, then click OK. 2. Demonstrate you know where to access cell outlines. a. Move your cursor over the leftmost panel, also known as the outline panel. Click the 1 and 2 icons to show the condensed (1) and expanded outlines of your grouping (2). b. Use Ctrl+` to show the dedicated formulas for each cell. Notice the absolute cell references. 3. Save your progress. Reference: LearnKey s Excel 2013 Training, Session 3: Totals and Sparklines: Incorrect Data, Consolidation, Hierarchical Outline Project Files: N/A Difficulty: Beginner Required Materials: Excel 2013 Objectives: 2.0 Create Cells and Ranges 2.3 Order and Group Cells and Ranges create outlines 44 Session 3 Excel 2013 Project Workbook

45 Subtotals Description: Excel allows you to do subtotals automatically. This can be incredibly useful when dealing with multiple variables, such as changes in yearly income and the like. In this project, you will learn how to add subtotals and why it can be useful when dealing with a lot of data. Steps for Completion: 1. Open a new project in Excel Go to the DATA tab and select Subtotal. a. Ensure the Income and Units options are selected, along with the Replace current subtotals and Summary below data options. Click OK 3. You should now have three levels of hierarchy in the outline panel. a. Double-click any column borders with pound signs instead of actual data. b. Click layer one of the outline panel. Notice the highest layer of hierarchy shows a grand total. Subtotals are essentially grand totals. c. Layer two will show you the subtotals of units sold and income made year to year. Layer three will show you the original worksheet. d. Demonstrate additional organization skills by using the plus and minus symbols to expand and contract data layer by layer. Remember you can expand data with a plus sign and contract data with a minus sign. 4. Go to your secondary layer or the second layer in your outline panel. a. Highlight the visible cells excluding the title and subtitle. b. Press Ctrl+G to bring up Go To, then click Special. c. Select Visible cells only, then click OK. d. Press Ctrl+C and paste the cells below to demonstrate how Go To can be used to copy and paste isolated cells. Note: if you did not use Go To in this instance and tried to copy and paste the visible cells you would have pasted all cells included, even the invisible or not present cells. 5. Save your progress. Reference: LearnKey s Excel 2013 Training, Session 3: Subtotals: Using Subtotals, Subtotal Options, Selecting Visible Data. Project Files: N/A Difficulty: Beginner Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbook 1.2 Navigate through Worksheets and Workbooks demonstrate how to use Go To 2.0 Create Cells and Ranges 2.1 Insert Data in Cells and Ranges copy and paste data 2.3 Order and Group Cells and Ranges create outlines insert subtotals 45 Session 3 Excel 2013 Project Workbook

46 Payroll Description: The payroll process ensures that employees are paid accurately, on time, and that the company complies with all payroll laws. Businesses can use the timekeeping system of their choice, as long as it is accurate and complete. Salaried employees are typically paid a fixed wage each pay period, while hourly employees are paid based on hours worked. In this exercise, you will be using Excel to analyze the information from the company s timekeeping system. All of the employees are paid hourly and their hours are documented appropriately. This exercise needs to be completed on time so the employee checks can be written and the company complies with all of the established payroll deadlines. Steps for Completion: 1. Open the file named Payroll_Start.xlsx. There are 4 weekly hour sheets for the 4 employees on your payroll. You will be entering information on the Total Month worksheet as well as the Data worksheet. 2. On the Total Month worksheet, use the Consolidation Data tool to calculate totals for the month that adds up all of the weekly hour sheets. Remember to use labels in the top row and left column. 3. On the Data worksheet, sort the table by the Employee ID field. Add subtotals for the Hours Worked and Salary Earned at each change in Employee Name to add the total hours and salary for each employee. Include the summary below data as well. Collapse the data so only the subtotals are showing on the worksheet. 4. On the Total Month worksheet, use the AutoSum function to add all of the hours worked by day of the week as well as by employee. Your totals should be calculated in row 8 as well as column G. 5. Using multiple sheet references, include on the Total Month worksheet in cells H4 through H7, the total hours worked for each employee from the Data worksheet subtotals. Do these totals match your AutoSum totals you created in step 4? In other words, do the numbers in columns G and H on the Total Month worksheet match exactly? If not, check your calculations again. Reference: LearnKey s Excel 2013 Training, Session 3: Totals and Sparklines: Totaling Multiple Sheets; Working with Totaling Sheets; Quick Analysis, Grand Totals; Consolidation; Hierarchical Outline Subtotals: Using Subtotals, Subtotal Options; Selecting Visible Data Project Files: Payroll_Start Difficulty: Intermediate Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.2 Navigate Through Worksheets and Workbooks demonstrate how to use Go To 2.0 Create Cells and Ranges 2.3 Order and Group Cells and Ranges create outlines insert subtotals 46 Session 3 Excel 2013 Project Workbook

47 Gradebook Description: It is important for students to keep their own record of grades for each class. Teachers sometimes make mistakes. If students are tracking their grades accurately, they should know their grades at all times and be able to check with their teachers regularly to ensure averages in the official gradebook are accurate. In this exercise, you will be creating several formulas to help you create a gradebook you could put to use this year. Steps for Completion: 1. Open the file named Gradebook_Start.xlsx. 2. On the Gradebook worksheet, calculate the grade average for each class referencing the sheet where all of the corresponding classes assignment grades are listed. 3. The Letter Grades worksheet has a table you will use for VLOOKUPs. On the Letter Grades worksheet, input a VLOOKUP in cell F2 that will return the letter grade for the numeric grade entered in cell F1. Now, enter VLOOKUPs on the Gradebook worksheetto return the letter grade for each of the four classes. 4. Use an IF statement to determine Pass/Fail on the Gradebook worksheet. For this exercise, assume any average above 69.5 is passing. In your IF statement, create it so that the word Pass or Fail is returned in column D for each class grade average. 5. On the Gradebook worksheet, count how many assignments are listed for each class. 6. Add a Line Sparkline Graphic in the highlighted cells in column F to show each class grade trends over this grade period. Edit the Sparkline Graphic to emphasize the High Points and Low Points for each class grades. Reference: Excel 2013, Session 3: Totals and Sparklines: Totaling Multiple Sheets; Working with Totaling Sheets; Quick Analysis, Grand Totals; Sparkline Graphics; Sparkline Tools; Incorrect Data; Consolidation; Hierarchical Outline VLOOKUP: What is VLOOKUP; VLOOKUP Specifications; Name the Range; Column Index Number; VLOOKUP with Optional Argument Conditional Logic: IF Formula; Nested IF Project Files: Gradebook_Start Difficulty: Intermediate Required Materials: Excel 2013 Objectives: 2.0 Create Cells and Ranges 2.3 Order and Group Cells and Ranges insert sparklines 4.0 Apply Formulas and Functions 4.2 Summarize Date with Functions demonstrate how to apply the AVERAGE function 47 Session 3 Excel 2013 Project Workbook

48 VLOOKUP Description: VLOOKUP is a formula designed to make finding a specific cell of information simple and easy. Consider for a moment how ridiculous it would be if you have to find the information manually amongst thousands of columns and rows, not to mention how many worksheets. This project is designed to help familiarize you with the elements of the VLOOKUP formula. Steps for Completion: 1. Open a new file in Excel 2013 and create a table of information based on the figure. 2. Use the VLOOKUP function with the first argument. 3. Select the range for your formula or the table array. 4. The last argument is the column index number, which you get from counting the columns from the leftmost-selected column. In this instance it should be The cell should be 0 since the Enter Sale cell is currently empty. Enter a number in between a number range. For example, if you have a number range of $10,001 and $15,000, an in between number would be $12,000. a. Enter another in-between number. Notice the Bonus percentage changes when you enter a new number in the Enter Sale cell. 6. Save your progress. Reference: LearnKey s Excel 2013 Training, Session 3: VLOOKUP: What is VLOOKUP?, VLOOKUP Specifications, Name the Range, Column Index Number, VLOOKUP with Optional Argument Project Files: N/A Difficulty: Intermediate Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.2 Navigate through Worksheets and Workbooks demonstrate how to use Name Box 2.0 Create Cells and Ranges 2.3 Order and Group Cells and Ranges create named ranges 48 Session 3 Excel 2013 Project Workbook

49 Nested Formulas Description: Excel 2013 may be very helpful while creating specific types of documents, and using several features of Excel 2013 may cultivate an atmosphere which allows you to create documents more effectively. One way to create effective worksheets is to employ nested formulas when calculations are important for the message of the document. Understanding and utilizing nested formulas is important for users who need to produce precise documents quickly. For this project, you will become familiar with the basics of nesting formulas in Excel Steps for Completion: 1. Open a new worksheet and create a list of 3 states, one name for each cell, from cell A2 to A4. 3. In cell B2 enter the amount of $100.00, in cell B3 enter the amount of $200.00, and in cell B4 enter the amount of $ Make sure that you place the dollar sign before the amount. 4. Apply the AutoSum formula into the B5 cell. 5. Apply the Absolute Value formula into the B6 cell. 6. Enter the amount of $ in cell C2. 7. Create a nested formula that nests the AutoSum formula inside the Absolute Value formula for cell D2 so that D2 will show the sum of cell B2 and C2. Reference: LearnKey s Excel 2013 Training, Session 3: Nested Formulas: Using Nested Formulas; Nesting a Formula; nesting Formula Logic; FIND Formula; LEFT Formula; ROW, COLUMN Formula Project Files: N/A Difficulty: Intermediate Required Materials: Excel 2013 Objectives: 2.0 Create Cells and Ranges 2.3 Order and Group Cells and Ranges apply conditional formatting 49 Session 3 Excel 2013 Project Workbook

50 Conditional Logic Description: You can create a worksheet which calculates specific numbers in a proficient way by entering formulas into cells and applying certain ranges to the formulas. Understanding and using formulas is important for creating effective worksheets when number-crunching is the purpose of the worksheet. For many users, it is beneficial to understand the formulas, and to use each formula in appropriate circumstances. For this individual project, you will become familiar with the basics of using formulas in Excel These skills include using conditional logic, using IF formulas, using nested IF, maintaining backward compatibility, using Text Wrap within cells, using the Formula Wizard, using OR formulas, using IFERROR formulas, using SUMIF formulas, using COUNTIF formulas, and using AVERAGEIF formulas. Steps for Completion: 1. Open the Excel2013_ Nest start file. 2. Convert the Excel2013_S3.3_Nest book to a 2013 file. 3. Place a simple IF formula in cell G2 that will allow it to show the word affirmative when the number in cell F2 is equal to the amount of Place an AND formula in cell G3 using the Wizard which will be true if the number in D3 is greater than 5,000 and the number in F3 is lower than Place an OR formula in cell G4 using the Wizard which will be true if the number in D4 is more than 2000 or the number in F4 is lower than Place a NOT formula in cell G5 using the Wizard which will be true if the number in cell D5 is not greater than Place a formula in G6 that will divide the number found in F6 by 0. In cell H6 place an IFERROR formula that will show the word FAULT when cell G6 has an error. 8. Place a SUMIF formula in the D14 cell that will add all of the numbers in column D that are greater than 100, Place a COUNTIF formula in cell B14 that will count all trial cells in column B. 10. Place an AVERAGEIF formula in cell E14 which will calculate the average of all the numbers in column E that are greater than 3. Reference: Excel 2013, Session 3: Conditional Logic: Using conditional Logic; IF Formulas; Nested IF; 2nd Nested IF; Maintain Backward Compatibility; Text Wrap within Cells; Formula Wizard, AND; OR; NOT; IF ERROR; SUM IF; COUNT IF; AVERAGE IF; SUM IFS; AVERAGE IF; COUNT IFS Project Files: Excel2013_Nest Difficulty: Intermediate Required Materials: Excel Session 3 Excel 2013 Project Workbook

51 Objectives: 1.0 Create and Manage Worksheet and Workbooks 1.5 Configure Worksheets and Workbooks maintain backward compatibility 2.0 Create Cells and Ranges 2.2 Format cells and ranges 2.3 Order and group cells and ranges apply conditional formatting 4.0 Apply Formulas and Functions 4.2 Summarize Date with Functions demonstrate how to apply the SUM function demonstrate how to apply the MIN and MAX functions demonstrate how to apply the AVERAGE function 4.3 Apply Conditional Logic in Functions demonstrate how to apply the SUM IF function demonstrate how to apply the AVERAGE IF function demonstrate how to apply the COUNT IF function 51 Session 3 Excel 2013 Project Workbook

52 Fundraisers Description: Clubs and organizations most always hold fundraisers to raise money to pay for various club expenses. Fundraisers are often the only way some members are able to participate because they cannot afford to pay for the activities themselves. In most schools, clubs are limited to the number of fundraisers they can conduct each year. Your principal has asked you to analyze all of the club fundraisers planned for your school this year. You will need to use conditional logic to help get your principal the answers he needs. Steps for Completion: 1. Open the file named Fundraisers_Start.xlsx. 2. In the corresponding highlighted cells, use conditional logic functions to determine the following: a. Column F Estimated Funds Raised More than $1500 AND Less than $3000 b. Column G Estimated Funds Raised Less than $1500 OR More than $3000 c. Column H Estimated Funds Raised Not Equal to $3000 d. Cell D23 Total Product Fundraiser Estimated Funds Raised (SUMIF type is Product) e. Cell D24 Average Product Fundraiser Estimated Funds Raised (AVERAGEIF type is Product) f. Cell D25 Total Service Fundraiser Estimated Funds Raised (SUMIF type is Service) g. Cell D26 Average Service Fundraiser Estimated Funds Raised (AVERAGEIF type is Service) Reference: LearnKey s Excel 2013 Training, Session 3: Conditional Logic: Formula Wizard, AND; OR; NOT; SUMIF; COUNTIF; AVERAGEIF Project Files: Fundraisers_Start Difficulty: Beginner Required Materials: Excel 2013 Objectives: 4.0 Apply Formulas and Functions 4.3 Apply Conditional Logic in Functions demonstrate how to apply the SUMIF function demonstrate how to apply the AVERAGEIF function demonstrate how to apply the COUNTIF function 52 Session 3 Excel 2013 Project Workbook

53 Session 4

54 Session 4 Fill-in-the-Blanks Instructions: While watching Session 4, fill in the missing words according to the information presented by the instructor. [References are found in the brackets.] Excel Financial Formulas 1. PMT calculates a [Finding the PMT Formula] based on repeated payments and its constant interest rate. 2. Goal Seek allows you to manipulate the used in a formula in order to find a particular. [Goal Seek] 3. Solver is like Goal Seek on steroids, and is a part of. [Solver] 4. You can also request to explain how Solver came to the answer it provided. [Solver] 5. The solver.com website can be used to find additional and their. [Solver] What-If Scenarios 6. The Scenario Manager allows you to store [Scenario Manager] scenarios without cluttering the worksheet. 7. You can store up to scenarios in Scenario Manager. [Scenario Manager] 8. It is important to create a [Scenario Reports] that you will be able to understand in the future. 9. Excel does not have a built-in interest rate formula. [Introduction to Data Table] 10. The Quick Analysis Tool will provide, charts, totals, Sparklines, and table options whenever a selection of data is highlighted. [PMT Function Arguments] 11. There are single-input and data tables. [Data Table Continued] Charts and Graphs 12. Pie charts are used when you have one of data. [Definitions of Chart Types] 13. A bar chart will show or trend. [Definitions of Chart Types] 14. In Excel2013, is the instant chart key. [Intro to Charts, Instant Charts] 15. If data is added of a chart s original selection area it will not be added automatically. [Adding Data to a Chart] 54 Session 4 Excel 2013 Project Workbook

55 16. To add missing data, right-click the desired area and click [Modifying and Customizing Charts] to edit the area to your liking. 17. If you do a single click on any series the whole will be selected. [Graphical Charts] 18. If you have a disproportionate figure in a series, you can plot the series on a axis. [Working with Disproportionate Figures] 19. You can right-click on combo charts and add. [Making a Combination Chart] 20. If you want to change the location of the chart, you can use the button. [Quick Analysis Charts, Move Chart] 21. Excel gives you a very simple way to switch the way the data is transposed using the [Switch Rows and Columns] button. 22. You can deselect any such as legends and gridlines. [Add Legend, Quick Layout, Change Colors] 23. You can resize the chart easily by selecting the [Resize a Chart] and manipulating the pull handles. 24. A chart template can be accessed from the tool. [Saving a Chart as a template] 55 Session 4 Excel 2013 Project Workbook

56 Working with Financial Formulas Description: Excel has many formulas at its disposal. Among these formulas are financial formulas, such as PMT, Goal Seek, and Solver. In this project you will utilize these formulas to demonstrate your knowledge of financial assets gained throughout the course. Steps for Completion: 1. Open the Excel2013 Financial Formulas file. 2. Insert the PMT function in cell A4. 3. Use the Function Arguments dialog box to determine the payment amount. The interest rate is processed monthly. 4. Ensure the A4 cell is selected and navigate to the Goal Seek. 5. Assume the amount you can afford is $50. Remember, a positive number is income coming in and a negative number is a payment going out. a. Use the amount that was borrowed (10,000) as the cell to be changed. 6. Undo the Goal Seek step so the borrowed amount returns to 10, Apply the Solver Add-in feature. a. You want the value to be $50 again, and use A1 and A3 as the changing cells. b. Add a constraint to the term (5), that is less than or equal to 10. c. Click the Solve button and save your work and close. Reference: LearnKey s Excel 2013 Training, Session 4: Excel Financial Formulas: Working with Financial Formulas, Finding the PMT formula, PMT Function Arguments, Goal Seek, Solver Project Files: N/A Difficulty: Intermediate Required Materials: Excel 2013 Objectives: 5.0 Create Charts and Objects 5.1 Create a Chart 56 Session 4 Excel 2013 Project Workbook

57 Handling What-If Scenarios Description: What-if scenarios help you to plan for any possible financial outcome. The Scenario Manager and Data Table tools are useful when planning your financial expectations with Excel documents. In this project, you will demonstrate your knowledge of the Scenario Manager and the Data Table gained throughout the course. Steps for Completion: 1. Open the Excel2013 Scenario Manager file, and select the A2 cell. 2. Create three scenarios. Label them and use cell A2 as the changing cell. 3. Create a summary of your scenarios. 4. Open the Excel2013 Data Table file and create a single data table using B2 as the column input cell. Format the new cells into currency. 5. Using the Dual worksheet, create a dual data table using B2 as the column input cell and B3 as the Row input cell. Format the new cells into currency. Reference: LearnKey s Excel 2013 Training, Session 4: What-If Scenarios: Scenario Manager, Scenario Reports, Introduction to Data Table, and Data Table Continued Project Files: Excel2013 Scenario Manager, Excel2013 Data Table Difficulty: Advanced Required Materials: Excel 2013 Objectives: 5.0 Create Charts and Objects 5.1 Create a Chart 57 Session 4 Excel 2013 Project Workbook

58 Investments Description: Many people invest their money in order to gain a financial return. Investments can be short-term or long-term and any amount of money. As soon as you become employed, it is a very good idea to start saving or investing at least a small portion of your paycheck for your retirement. The earlier you start investing the more money you will have in the future. Hopefully after you complete this exercise, you will see that demonstrated and better understand the importance of investing. First, we must understand a few definitions of financial terms. The present value is the amount of money an investment is currently worth or the amount of money that a series of future payments is worth now. When you invest your money, you are essentially letting someone borrow your money. Since you are letting them borrow your money, they will pay you Interest. Before you let them borrow your money, you will need to come to an agreement on the interest rate that they will pay you. In a typical investment, you will make even payments for a period of time. Before you let them borrow your money, you will also need to come to an agreement on how long or the number of payments that you will make until they pay you back plus the interest. The future value is the amount of money you will have after a specified period of time that investment payments are made and interest is paid on your investment. The person borrowing money from you could be your friend, the bank, or a company. Now, this works both ways. You could be the person loaning someone else money or you could be the person borrowing money from someone else. In this exercise, you will use functions in Excel 2013 to calculate these various financial amounts when you are either the lender or the borrower. Steps for Completion: 1. Open the file named Investments_Start.xlsx. 2. Right now, you only have $50 per month that you can invest. Let s see how much money you could have at the end of 10 years if you made monthly payments of $50 with 5% annual interest rate. Input this information into cells B2 through B4. Don t forget the monthly payments are an outlay of money so should be a negative number in your calculation. Use the Future Value function in cell B5 to figure how much your investment will be worth at the end of the 10 years. Remember to adjust the annual interest rate and the number of years for monthly payments in your Future Value calculation. 3. Now let s see how much money you will make off of this initial investment. In cell E2, calculate the total amount of money you are paying for this investment. You are making 12 payments per year for 10 years and the payments are $50 each. Multiply all of these numbers together in cell E2 to figure the total amount of money you have put into this investment. In cell E3, subtract that total payment from the future value. Cell E3 then tells you the total amount of money that someone has paid you for doing this investment. 4. Next, you would like to invest some money so you have $7,000 to purchase a car in 5 years. Using cells B8 through B11, calculate how much money you will need to invest each month to have saved $7000 after 5 years at 5% interest rate. Do not forget the monthly payments are an outlay of money so should be a negative number in your calculation, and remember to adjust the annual interest rate and the number of periods for monthly payments in your calculation. Use Goal Seek to determine the monthly payment amount needed in order to have $7,000 in 5 years at 5% interest. 5. Once the 5 years pass, you realize you will actually need $15,000 to buy the car that you want but you only have $7,000 saved. You will need a loan to borrow the $8,000 that you still need. In cells B14 through B17, calculate what you would need to pay monthly in order to borrow $8,000 now and pay it back over 10 years at 7% annual interest rate. Use the Payment function in Excel to figure this amount. 6. Now you do not know if you want to buy an expensive car because you do not want to borrow that much money. You need to look at some other scenarios to decide how much money you want to borrow. Use the Scenario Manager to create a summary report on a different worksheet showing the various monthly payments that would be required for loans of $2,000 and $4,000 and $6,000 and $0. All of the loans will be paid back over 10 years at 7% annual interest rate. Reference: Excel Financial Formulas: Working with Financial Formulas; Finding the PMT Formula; PMT Function Arguments; Goal Seek; Solver; Solver Reports, Solver.com What-If Scenarios: Scenario Manager; Scenario Reports Project Files: Investments_Start Difficulty: Beginner Required Materials: Excel 2013 Objectives: 5.0 Create Charts and Objects 5.1 Create a Chart demonstrate how to use Quick Analysis 58 Session 4 Excel 2013 Project Workbook

59 Creating Charts and Graphs Description: Excel is full of charts and graphs. Understanding charts and graphs will take you far in your Excel projects. This project will help you demonstrate your knowledge of chart creation, management, and customization. Steps for Completion: 1. Open the Excel2013 Charts file and highlight the area demonstrated in Fig. 1. a. Click the Quick Analysis tool and create a cluster column chart. 2. Add a new column of data for Use Fig. 2 as a reference, then copy and paste the data into the chart. a. Add the missing 2011 to the chart by selecting the year data series and right-clicking to access Select Data. 3. Use the Format Data Series tool to make the Swiss data series red, the Italian data series green, and the French data series blue. a. Move the chart to its own worksheet using the Move Chart button. b. Save and close the file. 4. Open the Excel2013 Charts 2 file and navigate to the Chart1 worksheet. a. Add a secondary axis to the Swiss data series using the Format Data Series tool. b. Change the Swiss data series to a Line graph using the Change Chart Type button, change the color back to red, and add data labels. c. Click the Switch Row/Column and save your work. 5. Add a legend to the right side of the graph using the Add Chart Element button. a. Resize the chart using Fig. 3 as an example, and save your work and close. Figures: Figure 1 Figure 2 59 Session 4 Excel 2013 Project Workbook

60 Figure 3 Reference: Excel 2013, Session 4: Chart and Graphs: Intro to Charts, Instant Charts, Adding Data to a Chart, Modifying and Customizing Charts, Graphical Charts, Working with Disproportionate Figures, Making a Combination Chart, Quick Analysis Charts, Move Chart, Switch Rows and Columns, Add Legend, Quick Layout, Change Colors, Resize a Chart, and Saving a Chart as a Template Project Files: Excel2013 Charts, Excel2013 Charts 2 Difficulty: Beginner Required Materials: Excel 2013 Objectives: 5.0 Create Charts and Objects 5.1 Create a Chart create charts and graphs add additional data series switch between rows and columns in source data demonstrate how to use Quick Analysis 5.2 Format a Chart add legends resize charts and graphs modify chart and graph parameters 60 Session 4 Excel 2013 Project Workbook

61 Typing Progress Tracker Description: Knowing how to touch type is a basic necessity for students growing up in the information age. It is no longer practical for students to go through high school, much less college, using the hunt and peck method of typing. The benefits of knowing how to touch type include being able to edit on the fly, transcribe from a written document or from word of mouth, and increased typing speed. Imagine how much faster homework and other typing activities can be done just by having better typing skills. In this exercise, you will be tracking your typing progress over an extended period of time. You will create charts that will easily demonstrate your trends, and you will hopefully be able to see improvement. You will need your typing test results (words per minute and accuracy) from several attempts you have taken over the past weeks or months. You can use whatever typing program your teacher suggests or one recommended website is Steps for Completion: 1. Using a new workbook, create Headers for each column in row 1 as follows: Date, Total Words per Minute, Total Words with Errors, Accuracy Percentage. 2. Add your own typing results in the corresponding columns in the rows beneath row 1. You should have at least 5 typing test results for this assignment. Calculate the accuracy percentage. 3. Format your document with the instructions to follow. Headers in Row 1 should be Bold and font size 12. All other rows should be font size 10. Adjust all column widths so they are wide enough to show all characters in the cells. All data should be centered in each cell. The Accuracy should be formatted as a percentage with no decimal places. 4. Create an Instant Chart showing the Dates and Total Words per Minute for your 5 typing test results. Once your chart is created, change the chart type to a line chart. Format the background of the chart with a gradient. Rename the sheet name to Typing Progress. 5. On your data worksheet, create an Instant Chart of cells A1 to A6 and D1 to D6 showing the Dates and Accuracy Percentages for your 5 typing test results. Once your chart is created, change the chart type to a line chart. Choose a chart style that has dark backgrounds with a white line. Rename the sheet name to Accuracy. 6. Format both charts as follows. Remove the legends from the charts. Add data labels to the charts above the data points. Rename the Chart Titles as follows: Typing Progress Total Words per Minute and Typing Accuracy Percentage. Reference: LearnKey s Excel 2013 Training, Session 4: Charts and Graphs: Definitions of Chart Types; Intro to Charts, Instant Charts; Adding Data to a Chart; Modifying and Customizing Charts; Graphical Charts; Working with Disproportional Figures; Making a Combination Chart; Quick Analysis Charts, Move Chart; Switch Rows and Columns; Add Legend, Quick Layout, Change Colors; Resize a Chart; Saving a Chart as a Template Project Files: TypingProgressTracker_End Difficulty: Intermediate Required Materials: Excel 2013 Objectives: 5.0 Create Charts and Objects 5.1 Create a Chart create charts and graphs add additional data series switch between rows and columns in source data demonstrate how to use Quick Analysis 5.2 Format a Chart add legends resize charts and graphs modify chart and graph parameters apply chart layouts and styles 61 Session 4 Excel 2013 Project Workbook

62 Stock Monitor Description: The New York Stock Exchange is home to the majority of the world s largest and best-known companies where people can buy, sell, or trade shares of ownership of these companies. Basically, the companies are owned by people who buy their stock. If you had some extra money, you could buy stock in your favorite company and when that company s stock price increases you could sell the stock and make a profit. In this exercise, you will explore the month-end stock prices of McDonald s and YUM! Brands from January 2009 to June You will see how profitable it could be to invest your money in the stock market. If you choose the right investments, your risk could pay off in the end. Steps for Completion: 1. Open the file named StockMonitor_Start.xlsx. It appears some of the data in column B is not formatted so we can use it. Fix number fields in column B so all data is changed from text to numbers. 2. Use conditional formatting to highlight McDonald s stock prices greater than $85.00 in a green shade and highlight prices less than $65.00 in a red shade. Format cells that rank in the top 10 for each stock with a custom format. 3. Apply the icon sets of 3 Arrows (colored) with the green up arrow to show stock prices greater than or equal to 55, the yellow side arrow to show stock prices between 40 and 55, and the red down arrow to show stock prices less than Insert the image, McDonalds_StockMonitor.pdf, and place it above row 1. You may need to insert more rows. Insert the image, YUMBrands_StockMonitor.pdf, to cover cells C1 to C4. 5. Use the shortcut key to create an Instant Chart showing the dates and stock prices of both McDonald s and YUM! Brands stocks. Once your chart is created, change the chart type to a line chart. Add a chart title of Stock Price Monitor above the chart. Create a primary vertical axis rotated title of Price Per Share. Insert the same two pictures and adjust them as necessary to fit above the highest price of each stock on the chart. Reference: LearnKey s Excel 2013 Training, Session 4: Charts and Graphs: Definitions of Chart Types; Intro to Charts, Instant Charts; Adding Data to a Chart; Modifying and Customizing Charts; Graphical Charts; Working with Disproportional Figures; Making a Combination Chart; Quick Analysis Charts, Move Chart; Switch Rows and Columns; Add Legend, Quick Layout, Change Colors; Resize a Chart; Saving a Chart as a Template Project Files: StockMonitor_Start, McDonalds_StockMonitor.pdf, YUMBrands_StockMonitor.pdf Difficulty: Intermediate Required Materials: Excel 2013 Objectives: 5.0 Create Charts and Objects 5.1 Create a Chart create charts and graphs add additional data series switch between rows and columns in source data demonstrate how to use Quick Analysis 5.2 Format a Chart add legends resize charts and graphs modify chart and graph parameters apply chart layouts and styles 62 Session 4 Excel 2013 Project Workbook

63 Session 5

64 Session 5 Fill-in-the-Blanks Instructions: While watching Session 5, fill in the missing words according to the information presented by the instructor. [References are found in the brackets.] Advanced Operations 1. Cells in Excel are locked by default but locking does not kick in until [Working with Cells] is applied. 2. If you right-click on a worksheet and select sheets. [Hiding Worksheets], it brings up a dialog with a list of all the hidden 3. To enable the classic PivotTable layout, you will click on the [PivotTable Layouts] tab in the Options dialog. 4. Always ask yourself whether the PivotTable would make sense to a viewer. [Filter Options] 5. The default calculation of a PivotTable is a. [Grand Totals] 6. All of the in the PivotTable are indeed filters. [Filter Data] 7. To change the default calculation, you ll right-click on the Value field and choose [Timelines]. 8. Information always gets added at the or to the right of the PivotTable. [Calculated Items] Conditional Formatting 9. The first step when applying conditional formatting, is to ply conditional formatting. [Conditional Formatting Options] the cells to which you wish to ap- 10. Use the feature to search for words using wildcards. [Wildcard Characters] 11. With Top/Bottom Rules, we can format based on something without actually having to do the. [Top/Bottom Rules] 12. Prior to version 2007, shading alternate rows was done. [Alternate Row Shading via Formulas] Data Protection 13. Sometimes you have to control what other people can [Data Validation and Lists] into certain cells. 14. Use the Add Graphics feature to find all the cells with data validation settings. [Data Validation Settings] 15. A text box can be placed anywhere as opposed to a comment which is to a cell. [Insert Text Boxes] 64 Session 5 Excel 2013 Project Workbook

65 16. Holding down the key while dragging an image keeps it to the underlying grid. [Remove Background] 17. SmartArt graphics are all about organizing information in a way. [Insert SmartArt] Excel and the Web 18. The way you could insert a hyperlink is by converting our SmartArt into a [Insert a Hyperlink]. 19. When you do File>Open, the is All Excel Files. [Open Non-Native Files] 20. You can actually how much of a website you want to bring in. [Import Files] 21. You usually open a.txt file with. [Open Text File] Saving and Printing 22. You can make changes or add additional information to the section of the Info tab in a document. [Saving Worksheets] 23. With Excel 2013, Microsoft offers [Save Files to Remote Locations] GB of free space on the SkyDrive. 24. Saving as a webpage means it will be one file and able. [Save Alternate File Formats] 25. When preparing to print your worksheet, consider whether it will [Print Worksheets] on one page. 26. If a worksheet is going to print in multiple pages, you may want the page. [Repeat Headers] row to repeat on each 27. The sheet is the sheet that we have on the page. [Printing Options] Macros 28. You can create macros in any Microsoft application, but it is in Excel where macros are used than any other application. [Macro Capabilities] 29. If you are typing and need to backspace to correct something, you do not have to worry about that being. [Options for Recording Macros] 30. A macro runs where each statement is followed in order. [Macro Statements] 65 Session 5 Excel 2013 Project Workbook

66 Hiding Cells and Worksheets Description: There may be times where it is necessary to conceal some information in an Excel document. For example, you wish to use a table in a presentation, but you need to hide the names of people listed. There may even be situations where you want to hide a single cell of information. In these instances, hiding cells, rows, or even worksheets is very simple; however, further steps can be taken to ensure other users cannot unhide that information without your consent. In this project, you will demonstrate knowledge of hiding information. This project will also touch on the benefits of PivotTables. Steps for Completion: 1. Use the worksheet on the next page. 2. Complete the questions regarding hiding contents and creating PivotTables. Reference: LearnKey s Excel 2013 Training, Session 5: Advanced Operations: Hiding Cells; Hiding Worksheets; PivotTables; PivotTable Layouts; Filter Options; Filter Data; Slicers; Timelines; Calculated Fields; Calculated Items Project Files: N/A Difficulty: Beginner Intermediate and Advanced Users: Create a pivot table from a range of data and experiment with the layout and the filtering features such as slicers. Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.4 Customize Options and Views for Worksheets and Workbooks hide worksheets 3.0 Create Tables 3.3 Filter and Sort a Table 66 Session 5 Excel 2013 Project Workbook

67 Hiding Cells and Worksheets Worksheet Instructions: While watching Session 5, complete the following short answer questions according to the information presented by the instructor. 1. Discuss the three steps that lead to securely hiding the contents of a single cell. 2. Which is the easiest way to hide a worksheet? To unhide a worksheet? 3. Which tab is used to create a PivotTable? 4. Explain the benefits of PivotTables. 67 Session 5 Excel 2013 Project Workbook

68 Conditional Formatting Description: With conditional formatting, you can apply various types of formatting to your data based on certain conditions. This is a way to increase readability and usability of your data as well as make it stand out when necessary. In this project, you will practice working with many different options of conditional formatting. Steps for Completion: 1. Open the file named 5-AdvFilter-Criteria.xls. 2. Select all of the numbers in the Settlement column and apply Conditional Formatting so that all values greater than $10,000 are highlighted with your choice of formatting. 3. Select all of the numbers in the Settlement column and apply Conditional Formatting so that all values less than $20,000 are highlighted with your choice of formatting. 4. Select the G column and apply Conditional Formatting so that text that contains emp* will be formatted with a custom format. 5. Select the Number of CLAIMS data and apply Conditional Formatting so that the top 10 items are formatted with in a maner of your choosing. 6. Delete the greater than rule from the Manage Rules option. 7. Apply Conditional Formatting to the Closing Date data for all dates so that red to black dots appear next to the dates. Reference: LearnKey s Excel 2013 Training, Session 5: Conditional Formatting: Conditional Formatting Options; Manage Rules; Wildcard Characters; Top/Bottom Rules; Data Bars; Color Scales and Icon Sets; Alternate Row Shading via Formulas Project Files: 5-AdvFilter-Criteria.xls Difficulty: Intermediate Required Materials: Excel 2013 Objectives: 2.0 Create Cells and Ranges 2.3 Order and Group Cells and Ranges apply conditional formatting 68 Session 5 Excel 2013 Project Workbook

69 Data Validation Description: Sometimes when working with workbooks you may only want certain types of data to be entered into specific cells, and this can be tricky, especially if you are sharing workbooks with other people. How do you control what they enter into the workbook? This is where the Data Validation feature comes in and allows you to apply a set of restrictions to a range of cells. For example, the criteria can be set to allow whole numbers, decimals, a list, dates, times, and more where you can then specify the contents. In this project, you will create your own data validation criteria and apply it to a worksheet. Steps for Completion: 1. Open any Excel document which you can apply Data Validation to a new column. 2. Use the Data Validation feature to apply the following validation criteria to a range of seven cells in the column: allow a list of each day of the week, Sunday through Saturday. 3. Test it out by selecting a different day of the week in each of the seven cells. Reference: LearnKey s Excel 2013 Training, Session 5: Data Protection: Data Validation and Lists Project Files: N/A Difficulty: Advanced Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.3 Format Worksheets and Workbooks set data validation 69 Session 5 Excel 2013 Project Workbook

70 Graphics Description: You may be surprised at the graphical capabilities of Excel Graphics in Excel are not used simply to make your data look pretty but rather to enhance the way data is presented and bring focus and clarity to the information. In this project, you will explore ways to add graphics to your worksheets and take them to the next level. Steps for Completion: 1. Open the file named ProductAnalysis_Start.xlsx. 2. Use a textbox to comment on a data entry as well as an arrow pointing to the entry from the text box. 3. Insert a picture into your worksheet and apply picture styles. 4. Insert another image with a substantial background, such as a flower against the sky. Use the Remove Background feature to remove the background. 5. Use the Shift key to position the image as it snaps to the vertical and horizontal grids. 6. Use the Control key to duplicate the image. 7. Insert a SmartArt object and modify its text. Use the contextual SmartArt Tools tabs to further modify the object. 8. Save the document to use in the next project. Reference: LearnKey s Excel 2013 Training, Session 5: Add Graphics: Add Graphics and Insert Comments; Insert Text Boxes; Insert Images; Remove Background; Position Objects; Insert SmartArt Project Files: ProductAnalysis_Start.xlsx. Difficulty: Intermediate Required Materials: Excel 2013 Objectives: 5.0 Create Charts and Objects 5.3 Insert and Format an Object insert text boxes insert SmartArt insert images add borders to objects add styles and effects to objects change object colors modify object properties position objects 70 Session 5 Excel 2013 Project Workbook

71 Excel and the Web Description: Excel 2013 has made it even easier to integrate your work with the Internet. Likewise, you can import information from the Web to your Excel documents. These features provide powerful tools for participating in today s Internet culture even just for the purpose of accessibility. In this project, you will practice creating hyperlinks, importing non-native files into Excel, importing information directly from webpages, and opening text documents in Excel. Steps for Completion: 1. Open the Excel document used in the Graphics project. 2. Choose one of the graphics to use as a hyperlink to a webpage. You can either use the graphic itself or text on the graphic. Remember to convert any SmartArt to a shape first. 3. Open a new worksheet and import one of your own Word files into your Excel document. 4. Import a specific section from your favorite website into your Excel document using the External Data feature on the Data tab. 5. Import a text file into your document so that it is formatted nicely in Excel. If needed, first create a text file using Notepad in your computer s Accessories. Reference: LearnKey s Excel 2013 Training, Session 5: Excel and the Web: Insert a Hyperlink; Open Non-Native Files; Import Files; Open Text File Project Files: N/A Difficulty: Intermediate Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.1 Create Worksheets and Workbooks create new workbooks using templates import files open non-native files directly in Excel 1.2 Navigate through Worksheets and Workbooks insert hyperlinks 71 Session 5 Excel 2013 Project Workbook

72 Saving and Printing Description: Saving an Excel document can be done using many different parameters, such as file type, backward compatibility, and remote locations. Just as there are options available when saving, so too are there decisions to be made when printing a worksheet or workbook. In this project, you will practice setting some of these options and taking a look at things to consider before saving and printing. Steps for Completion: 1. Open an Excel document, either one previously saved or a template. 2. Fill in the document properties on the Info tab in the File menu. 3. Save the file in the following different ways: a. As a PDF to the SkyDrive b. As a workbook to your computer c. As a single-file webpage to a location of your choosing 4. Copy the data in your worksheet and paste it a few times to make the sheet longer. Also copy it to 2 more sheets in the workbook so that your workbook consists of at least 3 sheets. 5. Back on the first sheet, set the top row of data to repeat the headers. 6. Set a print area as well as scaling to one page for the sheet. Print it. Make sure to only print the first sheet rather than all of the sheets in the workbook. Reference: LearnKey s Excel 2013 Training, Session 5: Saving and Printing: Saving Worksheets; Document Inspector; Save Files to Remote Locations; Save Alternate File Formats; Print Worksheets; Headers and Footers; Repeat Headers; Set Print Scaling; Printing Options Project Files: N/A Difficulty: Intermediate Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.4 Customize Options and Views for Worksheets and Workbooks add values to workbook properties 1.5 Configure Worksheets and Workbooks to Print or Save set a print area save workbooks in alternate file formats print individual worksheets set print scaling repeat headers and footers maintain backward compatibility configure workbooks to print save files to remote locations 72 Session 5 Excel 2013 Project Workbook

73 Store Sales Analysis Description: You are the Financial Analyst for the School Store that your Club manages. As the Financial Analyst, you are responsible for preparing, reviewing, and reporting the monthly financial reports to the Employees and Sponsors. It is very important that this job is done well so the Store can continue to make a profit each month. Excel is the best tool to use to track financial records for your Store because the cash register sales reports are already in Excel. In this exercise, you will analyze all of the sales information for the months of September and October. Your Employees are anxious to see their rankings for the months and your Sponsor is asking questions about some of the numbers. Steps for Completion: 1. Open the file named StoreSalesAnalysis_Start.xlsx. You will see the sales list that includes the monthly sales amounts for each sales person who worked the morning or lunch shifts. The sales amounts are also separated into product types of entertainment, food, school spirit, school supplies, and t-shirts. Rename this worksheet Data. 2. Create a pivot table in a new worksheet that includes the Month as the Report Filter and the Shift as a Sub Field for the Report Filter. The Product Type should be the Column Label and the Sales Person is the Row Label. Sum of Sales Amount is the value in your PivotTable. Filter this pivot table so it shows only September s sales numbers. Rename the worksheet Sept Sales. Format the sales amount columns to currency with a $ and 0 decimal places. 3. Create a similar PivotTable in another new worksheet that includes all of the same information except filter this PivotTable so it shows only October s sales numbers. Rename this worksheet Oct Sales. Format the sales amount columns to currency with a $ and 0 decimal places. 4. Create a PivotTable in a new worksheet that includes the Month as the Report Filter and Sales Person as the Axis Fields. Sum of Sales Amount should be the value. Resize the chart larger on the worksheet so you can clearly see which sales people ranked in the top 3 for sales of September and October combined. Rename this worksheet Top Sales. 5. Save as a webpage. Also Save as an.xlsx file so that your Sponsor can open the workbook in Excel and filter the PivotTables to analyze the data further. Reference: LearnKey s Excel 2013 Training, Session 5: Advanced Operations: Working with Cells; Hiding Cells; Hiding Worksheets; PivotTables; PivotTable Layouts; Filter Options; Updating and Modifying Data; Grand Totals; Filter Data; Slicers; Timelines; Calculated Fields; Calculated Items Saving and Printing: Save Alternate File Formats Project Files: N/A Difficulty: Beginner Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.4 Customize Options and Views for Worksheets and Workbooks hide worksheets 2.0 Create Cells and Ranges 2.2 Format Cells and Ranges apply number formats 3.0 Create Tables 3.1 Create a Table define titles 3.3 Filter and Sort a Table filter records sort data on multiple columns change sort order remove duplicates 73 Session 5 Excel 2013 Project Workbook

74 Club Member Payments Description: You are the Treasurer for a club at your school. As Treasurer, you are in control of the club s money, its collection and disbursement. It is very important that this job is done well. The Treasurer is responsible for keeping accurate books that will enable you to give a full financial report whenever requested. It is best to use Excel to track all of the financial transactions of your club. In this exercise, you will look at all of the club member payments for the months of September and October. As you have received the money from the club members, you have been recording it in an Excel worksheet. Now, your Sponsor is asking questions and you need to get her a financial report as soon as possible. Steps for Completion: 1. Open the file named ClubMemberPayments_Start.xlsx. You will see the list of club member payments in order by the date each member turned in the money to you. Use sorting and filtering to find the following information and add it to your report on the Summary as of worksheet. a. Total club member dues are $40. Members have the option of paying $25 in the first payment and $15 in the second payment or some members make one payment of $40. List all members who have paid in full. List all members who have only paid a portion of what is due and include the amount they have paid thus far. b. The Leadership Retreat costs $15 to attend and the money was due by September 30. List all members who have paid in full by the due date. List all members who have only paid a portion of what is due and include the amount they have paid thus far. c. The Fall Festival is scheduled for early November and all members who want to attend must pay $10. List all members who have paid to attend the Fall Festival. List any members who have only paid a portion of what is due and include the amount they have paid thus far. 2. Hide the All Payments sheet so that only Summary as of is viewable. 3. Add a comment to the cell for Karla Johnson that says, Parent note included with payment that Karla will need to leave early. Add a comment to the cell for Sally Chavez that says, Mom called and said remainder will be paid November 15th. 4. Set the page orientation to landscape. Set the print area so cells A1 through N24 print. Margins need to be at the Normal setting and center on the page horizontally. 5. Create a custom header in the center section that says Club Member Payments as of 10/31 that fits to 1 page wide by 1 page tall. View the print preview of the worksheet to see that it looks appropriate. Your Sponsor has asked you to this file to her; however, if she chooses to print it, you want to make sure it is already set-up to print accordingly. Reference: LearnKey s Excel 2013 Training, Session 5: Advanced Operations: Working with Cells; Hiding Worksheets; Filter Options; Filter Data Saving and Printing: Print Worksheets; Headers and Footers; Repeat Headers; Set Print Scaling; Printing Options Project Files: ClubMemberPayments_Start Difficulty: Intermediate Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.4 Customize Options and Views for Worksheets and Workbooks hide worksheets hide columns and rows 1.5 Configure Worksheets and Workbooks to Print or Save set print area set print scaling configure workbooks to print 3.0 Create Tables 3.3 Filter and Sort a Table filter records sort data on multiple columns change sort order remove duplicates 74 Session 5 Excel 2013 Project Workbook

75 Macros Description: Macros can make your tasks inside of Excel automatic. Sometimes your Excel workbooks can be large in size, so why do things in a labor-intensive way when you can record an action and do it all in one step with a macro? Or maybe you use Excel quite often and set up your worksheets the same way each time. There are many instances where creating macros will save you time, but do not forget about macro security as it is a possibility that macros can house viruses. In this project, you will learn how to automate tasks by using macros and demonstrate basic knowledge of macro creation and security. Steps for Completion: 1. Complete the worksheet on the next page before moving on to Step Open a new Excel 2013 document and add new sheets until there are 12 total sheets. 3. Begin recording a macro. Give it a shortcut key combination of Ctrl+shift+C and assign it to this workbook. 4. Rename each tab to the 12 months in a year. 5. Select cell A1 and stop recording. 6. Now, record another macro in a new workbook. This time, lay out the document so that column B extends out to the current column H and the top 3 rows are merged and centered. Additionally, make sure the font is set to 10 point Calibri. Select cell D1 and stop recording. 7. Finally, open a new document and test out these two macros by either using their assigned shortcuts or the Macro pull-down menu on the View tab. Reference: LearnKey s Excel 2013 Training, Session 5: Macros: Macro Capabilities; Macro Security; Options for Recording Macros; Shortcuts; Network; Recording a Macro; Test the Macro; Assigning a Button to a Macro; Shapes and Macros; Edit Macros; Macro Comment; Macro Statements; Run the Macro Project Files: N/A Difficulty: Intermediate Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.4 Customize Options and Views for Worksheets and Workbooks manage macro security record simple macros 75 Session 5 Excel 2013 Project Workbook

76 Macros Worksheet Instructions: While watching Session 5, complete the following questions according to the information presented by the instructor. Then, move on to Step 2 in the Macros project. 1. Define VBA and how it relates to macros. 2. Explain why macro security is an important feature. 3. Describe how to get to the Trust Center dialog box where you can manage macro security. 4. Discuss why it is important to save your changes before running a macro. 5. Name at least two actions that will not be recorded in a macro. 76 Session 5 Excel 2013 Project Workbook

77 Financial Statements Description: Keeping track of your money each month is very important. If you know how much money you make and how you are spending your money, you are less likely to go into debt. The best way to track your money is to keep Personal Financial Statements and update them regularly. This will help you identify your spending habits and begin saving money each month. Of course, it is very important that we keep our personal information safe and secure so not just anyone can access it. Excel offers several features to do just that. In this exercise, you will learn how to create your own space to save your financial statements safely and securely. Steps for Completion: 1. Open the file named FinancialStatements_Start.xlsx. Save the file with password protection and the password money. Now, close the file and try re-opening it. Make sure you do not open it as read-only this time because we are going to make changes to it now. 2. Hide Sheet2 and Sheet3 so that only Sheet1 is viewable. Now, protect the workbook for structure so when someone opens this file, they cannot unhide Sheet2 or Sheet3 with the password money. Now try to unhide the sheets. 3. Make it so that when you open the file to update next month s financial statements, you will only be able to enter data into the light green cells. 4. Set the page orientation to landscape. Set the print area so cells A1 through N26 print. Create a custom footer in the center section that says Financial Statements last updated &[Date] &[Time]. Set the scaling to fit to 1 page wide by 1 page tall. 5. Record a macro to print the worksheet. Name the macro PrintWorksheet and do not create a shortcut key for this macro. Assign the Printer macro button icon to this macro that you created. Reference: LearnKey s Excel 2013 Training, Session 5: Data Protection: Data Validation and Lists; Input Messages and Error Alerts; Data Validation Settings Saving and Printing: Saving Worksheets; Document Inspector; Save Files to Remote Locations; Save Alternate File Formats; Print Worksheets; Headers and Footers; Repeat Headers; Set Print Scaling; Printing Options Macros: Macro Capabilities; Macro Security; Options for Recording Macros; Shortcuts; Network; Recording a Macro; Test the Macro; Assigning a Button to a Macro; Shapes and Macros; Edit Macros; Macro Comment; Macro Statements; Run the Macro Project Files: FinancialStatements_Start Difficulty: Advanced Required Materials: Excel 2013 Objectives: 1.0 Create and Manage Worksheets and Workbooks 1.3 Format Worksheets and Workbooks insert headers and footers 1.4 Customize Options and Views for Worksheets and Workbooks hide worksheets hide columns and rows manage macro security record simple macros 1.5 Configure Worksheets and Workbooks to Print or Save set print area set print scaling configure workbooks to print 77 Session 5 Excel 2013 Project Workbook

78 Master Project

79 Excel 2013 Master Project Description: Excel 2013 is a great tool that can be used in many different ways. Excel 2013 has the ability to keep information organized and formatted for easy use. You have discovered this as you have completed LearnKey s Excel 2013 training. It is now time to combine all the knowledge you have acquired into one major project. This project is divided into three parts. Throughout these parts you will format your Excel document, enter data, insert charts and images, and use formulas such as SUM, AVERAGE, MAX, MIN, and several others. For Part 1, you will prepare your Excel sheet to be uniform and gather the information which will need to be added to the sheets. It is suggested that you look at all the parts to make sure you have all the information needed. In Part 2, you will create an interactive budget, use formulas to determine payoff of debt, and then create tables to chart time spent on different activities. In Part 3, you will finish adding the data for business partners and products. Part 1 Description: In this part, you will customize your toolbar and get your document laid out. Then you will gather all the information needed to complete parts 2 and 3. Steps for Completion: 1. Customize Toolbar to meet your needs. 2. Add five sheets with a title area using WordArt which can be modified on each page. 3. Name the sheets Budget, Payoff, Hours, Business Partners, and Product Info. 4. Gather information for the budget, debts, hours spent on different activities, contact information for business partners, and product information. Note: Remember you can look for references on the start files provided. Part 2 Description: In this section you will demonstrate the knowledge you have acquired to use formulas, insert tables and charts, and modify a sheet with data. Steps for Completion: 1. Input information for the Income. The taxes will be 15.2%. Find the Net Monthly income. 2. Determine the net yearly income. 3. Input information for bills. 4. Find the bills total. 5. Find the difference between net income and the bills total. 6. Determine the average, maximum, and minimum bills. 7. Input information for the total amount of each bill with a payoff amount, interest rate. 8. Use formulas to determine the amount of months to payoff. Determine the years to payoff. 9. Create a table for each week of a month, track how much time you spend working, doing a hobby, homework, and how much time you spend with friends or family. 10. Create a totals column. 11. Create a chart for each week. Use a different type for each week. 79 Master Project Excel 2013 Project Workbook

80 Part 3 Description: Finally, you will create a listing of real or fictional business partners. In this sheet you will need to make sure everything is uniform and organize your information. Steps for Completion: 1. In the business partners sheet format the address cell and phone number so that they are uniform. Create unique partner ID for each entry. 2. Input at least five entries. 3. In the products sheet input 26 items, with a product ID, price, state the product was shipped from, and date received. Make sure the Date Received column has uniform dates. 4. Use a formula to determine which state the most product comes from. 5. Group the worksheets so that each sheet includes your name and the date. Have the date update each time the document is changed. 6. Insert two images to the product sheet. 7. Sort the products according to date. Required Materials: Excel Master Project Excel 2013 Project Workbook

81 Appendix