SECTION 1: Advanced

Topics
In this section you will learn how to:
Change your user name
Change the colour scheme
Set formula options
Change the default font and file format
Use Office Diagnostics
Check for updates
Download and use the Excel viewer
Start Excel when Windows starts

Lesson 1.1: Setting

Options
There are many behind-thescenes setup options available
for you to use in Excel. In this
lesson you will learn how to
modify the look and feel of
Excel as well as some default
operations.

Lesson 1.1: Setting

Options
Changing your User
Name
Excel options Popular tab

Lesson 1.1: Setting

Options
Changing your Default
Font
Change will apply to all new
Excel files

Lesson 1.1: Setting

Options
Changing Default File
Format
Excel options Save tab

Lesson 1.1: Setting

Options
Setting Formula Options
Control default calculation
options, AutoComplete
options, error checking, etc.

Lesson 1.1: Setting

Options
Changing Interface
Appearance
Popular tab Top options for
working with Excel

Lesson 1.2: Excel &

Windows
All programs need an
operating system to function.
This lesson will focus on using
and maintaining Excel in the
Windows environment.

Lesson 1.2: Excel &

Windows
Searching for
Documents
Search on your computer or
network

Lesson 1.2: Excel &

Windows
Using Office Diagnostics
Checks hardware & software
for trouble

Lesson 1.2: Excel &

Windows
Checking for Updates
Connects to Office Online

Lesson 1.2: Excel &

Windows
Starting Excel on
Windows Boot
Paste Excel icon into Startup
folder

Lesson 1.3: Excel

Viewer
If you receive an Excel file but
do not have Excel installed on
your computer, use Excel
viewer as a method of viewing
the file and contents.

Lesson 1.3: Excel

Viewer
What is the Excel
Viewer?
Stand-alone program to view
Excel files

Lesson 1.3: Excel

Viewer
Downloading the Excel
Viewer
Navigate to Office Online

Lesson 1.3: Excel

Viewer
Using Excel Viewer
Open program, File Open

SECTION 2:
Functions/Formulas

In this section you will learn

about:

Relative and absolute cell references

Basic mathematical operators
Formulas with multiple cell references
Fixing errors
Using Functions
Using the IF function
Finding the right function
Working with range names
Array formulas

Lesson 2.1: Using

Formulas
Excel makes it easy to
organize data, but much more
functionality is available by
using functions to perform
operations on your data.

Lesson 2.1: Using

Formulas
Relative and Absolute
References
Use $ to lock the row/column
reference

Lesson 2.1: Using

Formulas
Basic Mathematical
Operators
Control order of operations
with ( )

Lesson 2.1: Using

Formulas
Formulas w/Many
References
Use ( and ) to control
operations

Lesson 2.1: Using

Formulas
Fixing Formula Errors
Excel alerts you to errors it
encounters

Lesson 2.1: Using

Formulas
Displaying and Printing
Formulas
Excel options; lets you proof
the math

Lesson 2.2: Explore

Functions
A variety of pre-made
formulas are available to use
in Excel. Just pick your
formula and enter the data
when prompted!

Lesson 2.2: Explore

Functions
What are Functions?
Tools for performing
mathematical or logical tests
Financial, Logical, Text, Date
& Time, Lookup & Reference,
Math & Trig, Database,
Statistical, Engineering, Cube

Lesson 2.2: Explore

Functions
Finding the Right
Function
Keyword search or browse
library

Lesson 2.2: Explore

Functions
Some Useful & Simple
Functions
SUMIF, AVERAGE, MIN/MAX

Lesson 2.3: Using

Functions
In this section you will
become familiar with
conditional functions and
nested functions.
You will also become more
familiar with the specialty
functions in Excel, such as
statistical functions.

Lesson 2.3: Using

Functions
Inserting Functions
Type into formula bar or use
command

Lesson 2.3: Using

Functions
Using Functions and
AutoFill for Difficult
Calculations
Select statistical function for
complex problems

Lesson 2.3: Using

Functions
Using the IF Function
Perform test, then assign
value / perform action
IF (A1<=100, A1 * 0.5, C3 * 2)
If A1 <= 100 is true, A1 is
divided by 2.
If A1 > 100,
C3 is multiplied by 2.

Lesson 2.3: Using

Functions
Working with Nested
Functions
Functions inside other
functions

Lesson 2.4: Names &

Ranges
Large spreadsheets become
much more manageable
when large chunks of data
can be referred to by name.
Makes working with others
easier; Test_Results is much
more meaningful than
D5:D22.

Lesson 2.4: Names &

Ranges
What are Range Names?
A block of adjacent cells is
named

Lesson 2.4: Names &

Ranges
Defining and Using
Range Names
Select group and name

Lesson 2.4: Names &

Ranges
Select Nonadjacent
Ranges
Hold Ctrl key and select
smaller ranges

Lesson 2.4: Names &

Ranges
Using AutoCalculate
Calculations done by Excel on
range of data

Lesson 2.5: Array

Formulas
Array formulas are available
to work on large blocks of
data. Regular formulas and
array formulas can be
combined together in your
spreadsheet.

Lesson 2.5: Array

Formulas
What are Array
Formulas?
Operations done on two or
more adjacent cells

Lesson 2.5: Array

Formulas
Using Basic Array
Formulas
Cell references are replaced
by ranges

Lesson 2.5: Array

Formulas
Functions with Array
Formulas
Use ranges in place of cell
references

Lesson 2.5: Array

Formulas
Using IF Function in Array
Formula
Use array reference in formula
with {
}

SECTION 3: Managing
Tables

In this section you will learn how

to:
Create, use, and modify tables
Work with the total row
Add fields (columns) and records (rows)
Delete records
Sort entries
Use AutoFilter
Use wildcard characters
Validate data
Work with database functions

Lesson 3.1: Working

w/Tables
Because of the row structure
of a spreadsheet, Excel can
be used like a basic database
program.
Tables are used on ranges of
data to help manage the
data as a whole.

Lesson 3.1: Working

w/Tables
What is a Table?
Adjacent columns of data with
heading

Lesson 3.1: Working

w/Tables
Creating Tables
Home ribbon
Format as Table

Lesson 3.1: Working

w/Tables
Modifying Tables
Colors, ranges, size, etc. thru
Design ribbon

Lesson 3.1: Working

w/Tables
What is the Total Row?
Appears at bottom of table

Lesson 3.2: Records

& Fields
When dealing with a
database, it is useful to think
of columns as fields and
rows as records. You will
add fields and records to a
table to treat it as a small
database.

Lesson 3.2: Records

& Fields
What are Records and
Fields?
Record is entire row, field is
one element of a row

Lesson 3.2: Records

& Fields
Add Fields by Inserting
Columns
Right-click column header,
click Insert

Lesson 3.2: Records

& Fields
Add Records by
Inserting Rows
Right-click row heading, click
Insert

Lesson 3.2: Records

& Fields
Quickly Adding Records
Press Enter after typing in
bottom cell

Lesson 3.2: Records

& Fields
Deleting Records or
Fields
Right-click cell, click Delete

Lesson 3.3: Tables &

Filters
Tables are designed to
manage and quickly retrieve
data. In this lesson you will
learn about some of these
sorting and filtering tools.

Lesson 3.3: Tables &

Filters
Sorting Data in a Table
Click pull-down arrow beside
heading

Lesson 3.3: Tables &

Filters
What is an AutoFilter?
Filter that operates based on
user input

Lesson 3.3: Tables &

Filters
Custom AutoFilters
Choose Custom Filter from
pull-down arrow, enter criteria

Lesson 3.3: Tables &

Filters
Using an Advanced
Filter
Define a range of custom
search criteria

Lesson 3.3: Tables &

Filters
Copying Filtered
Records
Copy filtered records to show
before & after scenarios

Lesson 3.4: Excel as

Database
You know that you can create
tables of data in Excel and use
filters. In this lesson you will
learn how to apply advanced
filters, use wildcards, validate
data, and use database
functions.

Lesson 3.4: Excel as

Database
Filter with Wildcard
Characters
To represent unknown/missing
chars.,
? for single
character

Lesson 3.4: Excel as

Database
Validating your Data
Validation rules ensure data
consistency

Lesson 3.4: Excel as

Database
What are Database
Functions?
Specific to database use and
involve conditional searching