Getting started with Excel

Transcription

1 Level 1 Excel Getting started with Excel Basic concepts Knowing that Excel is a Spreadsheet application The basic vocabulary of Excel (Presentation, Slide, Placeholder...) Working with Workbooks Creating a new, blank workbook Creating a new workbook from a template Opening a saved workbook Saving a workbook Closing a workbook Managing your files Managing your files using Excel Entering data in the Worksheet Understanding the type of data which can be input into an Excel spreadsheet Entering Text or Labels into a spreadsheet Entering Numbers or Dates into a spreadsheet Manipulating the information Selecting cells Selecting a cell or a range of cells Modifying data Making changes to the contents of cells Level 1 Excel competencies Page 1

2 Undo and redo your actions Deleting data and use the Clear command Copying, moving and Auto-Filling data Using cut, copy and paste to move or copy data Using Auto Fill to fill cells with data automatically Sorting data Sorting data within Excel Adjusting rows and columns Adjusting the width of a column Adjusting the height of a row Adjusting the cell size using AutoFit Inserting rows and columns Managing Worksheets Renaming a worksheet Adding, move and delete worksheets Working with formulas Creating simple formulas Understanding formulas within Excel Understanding how formulas are structured Using common built-in functions Using common built-in functions to create formulas Level 1 Excel competencies Page 2

3 Using absolute and relative addresses Understanding what absolute and relative formulas are and apply these to formulas Being careful with formulas Understanding the importance of accuracy when using formulas Understanding the potential issues caused by errors in formulas Formatting a worksheet Formatting cell contents Understanding what formatting means within Excel Changing fonts and sizes Formatting number and decimal digits Changing cell alignment Borders, shading and Styles Applying a cell border to a range of cells Applying colours and patterns to Excel spreadsheets Using Excel styles to format a spreadsheet Using the Format Painter Working with charts Understanding charts Understanding what a chart is within Excel Creating a chart Identifying the correct chart type for your data Changing the chart layout Understanding the chart layout and the elements that can be modified Modifying chart layout Level 1 Excel competencies Page 3

4 Proofing and printing Spell checking Using the spell checker within Excel Previewing the Worksheet Previewing a worksheet Adding and removing page breaks Adding or remove page breaks Customising the printout Changing page settings Changing margins Changing page orientation Adding headers and footers Setting print properties within the sheet tab Printing the worksheet Printing from Excel Level 1 Excel competencies Page 4

5 Level 2 Excel Viewing workbooks Open and arrange windows Opening another window on to a workbook Arranging workbook windows Hiding and show windows Split panes Split panes Freeze panes Freeze panes Change the zoom Changing the zoom of a worksheet Manipulating worksheets Adjust column width Adjusting the width of columns Adjust row height Adjusting the height of rows Insert and delete rows, columns and cells Inserting and deleting rows and columns Deleting cells and cell contents Hide and unhide rows or columns Hiding and unhiding rows and columns Level 2 Excel competencies Page 1

6 Manage worksheets Inserting worksheets into a workbook Move, copy and rename worksheets Removing worksheets from a workbook Manipulating information Move and copy data Using cut, copy and paste to move or copy data Paste with live preview Paste only certain information from a copied or cut cell Transposing cells when pasting Use AutoFill Using AutoFill Use hyperlinks Understanding what hyperlinks are Inserting hyperlinks into your workbooks Using formulas Create and edit simple formulas Understanding what a formula is Creating a formula Editing a formula Understand and enforce simple precedence in formulas Understanding what precedence means Using parentheses in your formulas to enforce simple precedence Level 2 Excel competencies Page 2

7 Nest parentheses in formulas Using nesting in formulas to carry out complex calculations Use relative and absolute cell references Knowing how formulas adjust when copied from one cell to another Understanding the difference between relative and absolute cell references, and how to use them Refer to other worksheets Referring to another worksheet in a formula Link other workbooks Using links between workbooks in your formulas Using functions Get started with functions Understanding what a function is and the format it takes Using AutoSum and the SUM function Find, choose and insert functions Browsing and searching for functions Inserting functions in different ways Define names for cells and cell ranges Defining names for cells and cell ranges Editing names using the Name Manager Count cells using functions Counting cells using functions Level 2 Excel competencies Page 3

8 Use logical functions: IF Understanding what logical functions are Using the IF functions Use logical functions: AND, OR Using the AND and OR functions Use lookup functions Understanding what lookup functions are Using the VLOOKUP and HLOOKUP functions Managing formulas and functions Understand error messages The different ways Excel displays error messages What those error messages mean Use the Error Checking tool Recognising error indicators Using the Error Checking tool Adjust error checking options Managing how Excel checks for errors Display and print formulas Displaying formulas rather than calculated results in your worksheets Making formulas rather than results show up when printing Trace formula precedents and dependents Tracing which cells in a worksheet make up a particular formula Tracing whether a formula is linked to any others Level 2 Excel competencies Page 4

9 Working with data Create a table Creating a table Customising how a table looks using styles and banding Adding header and total rows to a table Sort data Sorting data by one or more criteria Filter data using AutoFilter Filtering data using AutoFilter Use advanced filters Filtering with more than one criteria Extracting filtered records from a worksheet to a different location Use the subtotal function Using the SUBTOTAL function Outline data Arranging data into groups Displaying an outline of grouped data Toggle views of detail and summaries Convert text to columns Split text up into separate parts and place each part in its own cell Apply conditional formatting rules Formatting cells if they obey certain rules Managing conditional formatting rules Level 2 Excel competencies Page 5

10 Visualise data with conditional formatting Incorporating data visualisations such as bars, colour scales and icon sets into your worksheets Insert sparklines What a sparkline is How to insert sparklines into a worksheet How to format sparklines How to remove sparklines Formatting cells and worksheets Change the appearance of cells and their contents Adjusting the font attributes used for a cell Adding a border to a cell Changing the background of a cell Align cell contents Aligning cell contents Wrap text in a cell Wrapping text in a cell Merge and split cells Merging and split cells Use Format Painter Using Format Painter Use cell styles Applying a style to a cell Creating a new cell style Level 2 Excel competencies Page 6

11 Format using themes Applying a theme to your worksheet Modifying a theme Format worksheets Adding colour to the worksheet tabs Changing the worksheet background Turning column and row headings off Hiding and display gridlines Formatting numbers Format numbers in a cell Changing the number format of a cell Changing how many decimal places a number has Adding separators to make large numbers easier to read Format currency and accounting numbers Formatting numbers with currency symbols Format dates and times Changing the formatting of dates and times in your worksheet Get started with custom number formats Understanding how custom number formats are specified Creating a number format with custom settings for decimal places, alignment and thousand separators Using a custom number format to control leading and trailing zeroes Go further with custom number formats Displaying positive and negative numbers in different ways using the same custom number format Using custom number formats to insert your own unit of measurement Level 2 Excel competencies Page 7

12 Use custom date and time formats Using custom number formatting to display dates and times Working with charts Create a basic chart Creating a basic chart Select and add chart data Creating a chart with data that is not next to each other on the worksheet Adding data to a chart once it has been created Change a chart type Changing a chart type Create a pie chart Creating a pie chart Exploding a piece of the pie out of the chart to highlight it Move and resize charts Moving a chart around a worksheet Resizing a chart Moving a chart to another worksheet Customise chart design with styles and layouts Applying a preset layout to a chart Applying a style to a chart Add and arrange chart elements Adding a legend, labels and titles to a chart Moving chart elements Level 2 Excel competencies Page 8

13 Edit chart axes and gridlines Editing the scale and units of axes Adding tick marks to axes Displaying and hiding major and minor gridlines Format chart elements Changing the colour of chart elements like lines, bars and columns Changing the font attributes of labels and titles Customising how gridlines look Highlighting one particular data point to make it stand out Working with illustrations Insert graphics Inserting graphics such as pictures and Clip Art into your worksheet Draw shapes Adding shapes to a worksheet Adding text to shapes Modify graphics Resizing images and shapes Moving images and shapes Applying effects such as borders and shadows to images Changing the fill and outline of shapes Insert WordArt Inserting WordArt into your worksheets Using SmartArt graphics Adding SmartArt to your workbooks Level 2 Excel competencies Page 9

14 Collaborating with others Use document properties Adding properties to a workbook Inspect a document Inspecting a document and remove any unwanted extra information Use comments Adding comments to a worksheet Changing the appearance of comments Reviewing all comments in a worksheet Share workbooks Sharing a workbook with a colleague so two people can make limited edits at the same time Unsharing a workbook Track changes Tracking changes to a workbook Setting options for tracked changes Reviewing tracked changes Accepting or reject changes Protect a workbook with a password Encrypting a workbook with a password Adding passwords to a workbook to control who can open and edit it Protect cells Protecting cells on a worksheet so only certain people can make certain types of changes Level 2 Excel competencies Page 10

15 Validate data Making cells accept only certain types of information Making cells display a message so users know what kind of information to enter Making cells display a warning if unsuitable information is entered Use pick lists Using pick lists Preparing to print Add headers and footers to worksheets Opening Page Layout view Adding a header and footer to a worksheet Adding elements such as dates, page numbers and file paths to headers and footers Adjust margins Adjusting the print margins of a worksheet Add and review page breaks Adding page breaks manually so your workbook prints the way you want it to Print row and column headings Printing row and column headings on every page of multi-page tables Customise printout Printing only certain parts of worksheets Changing paper orientation Printing worksheets with or without gridlines Level 2 Excel competencies Page 11

16 Level 3 Excel Setting up a workbook Set advanced and custom workbook properties Viewing a workbook's properties Adding properties with custom names and types Use workbook templates Creating a template from a workbook Using a template to create a new workbook Set calculation properties Configuring Excel to calculate formulas manually rather than automatically Enabling iterative calculation Presenting data visually Create dynamic charts Linking a table and a chart Using AutoFilter to display only certain data on a chart Format chart elements Changing the colour of chart elements like lines, bars and columns Changing the font attributes of labels and titles Customising how gridlines look Highlighting one particular data point to make it stand out Add a trendline to a chart Adding a trendline to a chart Setting trend line forecasting and order options Level 3 Excel competencies Page 1

17 Add secondary axes to a chart Displaying data with different scales on the same chart Combining chart types to distinguish data Use chart templates Reusing a chart layout and design Insert sparklines What sparklines are How to insert sparklines into a worksheet How to format sparklines How to remove sparklines Analysing data Use the Goal Seek tool Setting up a what-if analysis Carrying out trial and error with Excel Using the Goal Seek tool to find the right input for a desired result Set up scenarios Saving and load different sets of values Viewing a summary of different scenarios Create a data table Understanding what a formula variable is Being able to create tables to see how changing a variable alters a formula's result Level 3 Excel competencies Page 2

18 Consolidate data from multiple worksheets Creating a summary of data from different worksheets Using PivotTables and PivotCharts Create a PivotTable What PivotTables are How to create a PivotTable How to move data around in a PivotTable How to format data in a PivotTable Manipulate a PivotTable Filtering columns and rows in a PivotTable Adding report filters to filter a PivotTable as a whole Rearranging fields to see subtotals Use PivotTable slicers Using slicers to simplify analysing PivotTables Insert a PivotChart Creating a dynamic chart linked to a PivotTable Group data in a PivotTable Summarising parts of a PivotTable by grouping fields Level 3 Excel competencies Page 3

19 Formatting numbers Get started with custom number formats Understanding how custom number formats are specified Being able to create a number format with custom settings for decimal places, alignment and thousand separators Being able to use a custom number format to control leading and trailing zeroes Go further with custom number formats Displaying positive and negative numbers in different ways using the same custom number format Using custom number formats to insert your own unit of measurement Use custom date and time formats Using custom number formatting to display dates and times Using formulas and functions Use array formulas Performing multiple calculations on a range of data with a single formula Use lookup functions What lookup functions are How to use the VLOOKUP and HLOOKUP functions Use logical functions: IF Understanding what logical functions are Being able to use the IF functions Use logical functions: AND, OR Using the AND and OR functions Level 3 Excel competencies Page 4

20 Use conditional summary functions Using functions that perform calculations only with cells that meet certain criteria Auditing workbooks Check for errors in workbooks Recognising error indicators Using the Error Checking tool Adjust error checking options Choosing when Excel should indicate possible errors Changing how errors are indicated Display and print formulas Displaying formulas rather than calculated results in your worksheets Making formulas rather than results show up when printing Trace formula precedents and dependents Tracing which cells in a worksheet make up a particular formula Tracing whether a formula is linked to any others Evaluate a formula Performing a formula's calculations step by step Validate data Making cells accept only certain types of information Making cells display a message so users know what kind of information to enter Making cells display a warning if unsuitable information is entered Level 3 Excel competencies Page 5

21 Locate invalid data Highlighting data in a worksheet that does not meet certain criteria Use pick lists Adding a pick list to a cell so it can only contain certain values Using XML Get started with XML What XML is How to import XML data into Excel How to refresh an XML table to include new data Go further with XML Using the XML Sources task pane Adding an XML schema to a workbook Mapping XML elements to a workbook Export data as XML Exporting data as XML Protecting and sharing workbooks Protect a workbook with a password Protecting individual worksheets in a workbook so only certain people can make certain types of changes Protecting cell ranges on worksheets Protecting a workbook structure so worksheets cannot be added, deleted or moved Level 3 Excel competencies Page 6

22 Protect parts of a workbook Specifying how long changes are tracked for Reviewing some changes and not others Viewing and filter the change log Work with Track Changes Specifying how long changes are tracked for Reviewing some changes and not others Viewing and filter the change log Using macros and form controls Create a macro What macros are Knowing how to set up a macro Create a shortcut to a macro Adding a macro to the Ribbon Adding a macro to the Quick Access Toolbar Manage macro settings Identifying a macro-enabled workbook Managing Excel options for opening workbooks with macros Insert form controls: buttons What form controls are and how to insert them How to link a button to a macro Level 3 Excel competencies Page 7

23 Insert form controls: list boxes How to add a list box to a worksheet How to use the list box index number in further calculations Insert form controls: spin buttons How to add a spin button to a worksheet How to use a spin button to adjust the value of a cell within certain rules Level 3 Excel competencies Page 8