Contents. Excel 2013 Workbook... 1 Starting Excel The Startup Screen... 3 The Excel Screen... 4 Quick Access Toolbar...

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1 Contents How to Use this Workbook... i BSBITU202A Create and use spreadsheets... ii BSBITU304A Produce spreadsheets... ix Files Used in this Workbook... xvi How to Download Exercise Files... xviii Office Procedures... i Windows 8.1 Basics... ii Turning a Computer on and off... ii Lock Screen... ii Sign in Screen... iii The Start Screen... iii Signing Out... iii Switching Users... iv Charms... iv Restart... v Shut Down... v Searching from the Start Screen... v File Management... vi Folders, Files and Storage... vi File Explorer... vii Starting File Explorer... vii The File Explorer Screen... vii Navigation Pane... viii Creating New Folders... ix Renaming Files or Folders... ix Recycle Confirmation... ix Deleting a File... ix Closing File Explorer... ix Using Meaningful File Names... x Timelines... xi Backup Procedures... xii Backup versus Copy... xii Backup Software... xii Organisational Policies for Backing up Files... xii Protecting Data... xiii Unauthorised Access... xiii Data Storage... xiii Malware... xiii Antivirus Software... xiv Filing Hard Copies of Documents... xv Using Manuals... xvi Manuals... xvi Software Help... xvi Solving Operational Problems... xvi Copyright... xvii What is Copyright?... xvii Copyright in the Workplace... xvii Work Request Forms... xviii Excel 2013 Workbook... 1 Starting Excel The Startup Screen... 3 The Excel Screen... 4 Quick Access Toolbar... 5 i

2 The File Tab... 5 The Ribbon... 5 Dialog Box Launcher... 6 Key Tip Badges... 6 ScreenTips... 6 Signing into Microsoft Office... 7 Opening a Workbook... 8 More on Opening Spreadsheets Protected View Compatibility Mode Rows, Columns and Cells Cell Contents Labels Values Formulas Equal to Function Range Moving around a Worksheet Cursor Movements Scroll Bars Selecting Cells The AutoSum Button Using Operator Symbols Using the Fill Handle to Copy Formulas The Workbook Spreadsheet Requirements Purpose of the Spreadsheet Organisational Requirements Spreadsheet Planning Creating a Workbook Entering Cell Contents Text Numbers Editing Cell Entries Replacing an Existing Entry Editing with the Formula Bar Editing Within a Cell Deleting Undo Redo Entering Data Editing Cell Contents Summary Saving a Workbook File Widening Columns Changing the Width of a Single Column Entering Months using the Fill Handle Changing the Width of a Range of Columns Entering Numeric Data AutoSum Copying Formulas AutoCalculate Altering Data Formatting your Worksheet Saving, Printing and Closing Using Arithmetic Operators Exiting Excel The Mini Toolbar ii

3 Fonts Formatting Shortcut Keys Repeat Key (F4) Borders Borders Button Customise Borders Removing Borders Adding Colour Alignment Horizontal Alignment Horizontal Alignment in a Cell Aligning Column Titles Merge and Center Wrap Text Vertical Alignment and Orientation Merging Cells Formatting Numbers Formatting Dates Print Preview and Page Setup Print Preview Page Setup Printing Printing a Selection Page Setup Dialog Box Spelling Worksheet Display Zoom Gridlines Inserting and Deleting Inserting Row(s) Inserting Column(s) Deleting Row(s) Deleting Column(s) Deleting Data Copying and Moving Data Copying Data using Drag and Drop Moving Data Copying and Moving Data Summary Calculating Percentages Percentage Formula Summary Format Painter Easy Functions Average Maximum Minimum Round Count Checking Data The Error Checking Feature Formula Auditing Displaying and Printing Formulas Error Messages Help Charts Types of Charts Which Chart do I Use? Colum/Bar Chart Line Chart iii

4 Area Chart Pie Chart Scatter Diagram Creating Charts Charts and Data Creating a Column Chart Formatting a Chart Creating a Pie Chart Exploding a Segment Changing Data Previewing and Printing Charts Creating a Quick Chart Sparklines Find and Replace Searching for Text Searching for a Formula Replacing Values Sorting Data Series Fill Series Options Using the Shortcut Menu Absolute Cell References % Total Viewing Multiple Spreadsheets Headers and Footers Predefined Headers and Footers Custom Headers and Footers Page Layout View Inserting Objects into a Worksheet Inserting a Picture Saving, Storing and Securing Spreadsheets Saving a Workbook in Compatibility Mode Storage Locations Encrypting with a Password Additional Exercises for BSBITU202A Practice Assessment Practice Assessment Practice Assessment Work Specific to BSBITU304A Advanced Functions The IF Function SUMIF VLOOKUP COUNT COUNTA COUNTBLANK COUNTIF PMT FV Function Working with Dates and Times Date and Time Functions Subtracting Dates Formatting Time Calculating with Time Calculating Hours Worked Working with Multiple Worksheets iv

5 Linking Data between Worksheets Copying Data from another Workbook Renaming a Worksheet Moving a Worksheet Inserting a Worksheet Deleting a Worksheet Importing Data into Excel Get External Data from a Text File Excel Tables Converting Cells to a Table Applying a Style to a Table Adding Calculations to the Table Filtering and Sorting AutoCorrect View AutoCorrect Entries Templates Saving Templates Using a Template Introduction to Macros What is a Macro? Macros and Security Naming Macros Saving a Macro The Developer Ribbon Tab Changing Macro Security Settings Recording a Macro Stop Recording Run the Macro Delete the Macro Create Macros Available to Other Workbooks Record and Run Macros Macro Practice Spreadsheet Planning Advanced Purpose Audience Spreadsheet Information and Features Organisational Requirements Good Spreadsheet Design Design by Areas Readability Sketch Design Documenting a Spreadsheet Plan Evaluating your Completed Spreadsheet Practice Assessment Practice Assessment Practice Assessment Practice Assessment Additional Exercises for BSBITU304A BSBITU202A Assessment BSBITU304A Assessment Index Changes made to this workbook BSB Business Services Training Package Supplement BSBITU202 Create and use spreadsheets BSBITU304 Produce spreadsheets v

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