Unit: Creating a Worksheet and an embedded chart Days: 8 Creating a worksheet and data manipulation Enter and format the given data appropriately. Enter data 15.4.12.D Demonstrate the ability to enter data and navigate in Excel. Cell, Excel, cell reference, requirements document, text, active cell, AutoCorrect, number, autocalculate, row, column, gridlines, borders Document properties Edit the properties of a document in Excel. Document properties, metadata, keyword, standard properties, automatically updated properties, document information panel Format cells Apply an appropriate font and format to selected cells. Format, font, font size, points, font style, font color, merging, edit mode, in-cell editing, insert mode, overtype mode, text attributes Summation Calculate the SUM for given columns. SUM, range, source area, destination area, relative reference 1
Unit: Formulas, Functions, and Formatting Create formulas and apply functions and formats What are some common formulas or functions used in Excel and describe a situation where one would be applied. Formulas Create and troubleshoot formulas that make basic calculations. Formula, order of operations, point mode, fill handles, values version, formulas version, debugging Format Texts How can the resulting numbers from calculations be changed in a worksheet? Number format, custom format, zero values, stored numbers, wrap text, line breaks, autofit Functions Why and how are functions used in Excel? Function, average, min, max, range finder, condition, operator Format themes Apply an appropriate theme to a worksheet or workbook. Worksheet, workbook, theme, alignment, border, fixed/floating dollar sign, account number format, comma style format, conditional formatting, pixel, best fit, normal view, page layout, header, margin 2
Unit: What-If Analysis, Charting, and Working with Large Working with large worksheets, adding/enhancing charts, and what-if assumptions Describe how a what-if assumption or chart can be used to make data easier for the user to read. What-If Assumptions 15.4.12.I Explain and create a what-if analysis based on new or existing data. What-if assumption, office clipboard, drag and drop, #ref, format symbol, absolute cell reference, relative cell reference, mixed cell reference, IF function, nested IF function, sensitivity analysis, goal seeking, circular reference Enhancing charts Enhance the appearance of a chart already inserted into Excel. Legend, data series, drawing objects, sizing, importing clips Large worksheet What are some ways one could stay organized when working with a large worksheet or workbook? Freeze titles, date stamp, Now function, adjacent cells, nonadjacent cells, split cells Adding charts How could a chart be used to enhance a worksheet? Sparkline chart, pie chart, chart sheet, category names, data series, emploded pie chart, data labels, legend 3
Unit: Financial Functions, Data Tables, and Amortization Schedules Application of financial functions, security, and data analysis. Explain how/why a business could benefit from the use of financial functions when analyzing data. PMT Function What are the elements that comprise the PMT function? PMT function, formula checker, background formula checker Protecting workbooks Why would one protect a workbook or certain cells? Unprotected cells, protected cells, password, cell protection, hiding cells Financial Function Other than PMT, what are some other financial functions offered in Excel? PV function, logical test, FV function Data Analysis How can a data table be used to analyze information? One-input data table, two-input date table, input values, data table, amortization schedule, annuity 4
Unit: Creating, Sorting, and Querying a Table Days: 12 Query, sort, lookup, and evaluate numeric data in a table. Demonstrate the ability to evaluate numeric data in a table with lookups and database functions. Tables Create a table based on given data. Table, database, field, calculated column Lookup How and why would one add a lookup table to existing data? HLOOKUP, VLOOKUP, table array, table arguments, table value Conditional Formatting Apply conditional formatting rules for a range of cells. Conditional formatting Sorting Determine the appropriate time to apply sorting to cells. Total row, sorting, ascending sequence, descending sequence, sort keys, major sort key, minor sort key, intermediate sort key AutoFilter Query a table using AutoFilter. AutoFilter, filter criterion, query, criteria range Database functions Apply database functions to evaluate numeric data in a table. Database function, DAVERAGE function, DCOUNT function, DMAX, DMIN, DSUM, SUMIF, COUNTIF, MATCH, INDEX, automatic subtotals, control field 5
Unit: Working With Multiple and Workbooks Rounding, formatting, importing, and drilling data in a consolidated worksheet. Give an example of a situation where an organization would benefit from consolidation. Consolidation What is consolidation and why is it used? Consolidation, Custom format codes, Drilling an entry What is drilling an entry and why would it save time? Drilling an entry, sheet reference, 3-D range, 3-D reference, transpose, values, paste link, linked picture Round Functions Round a formula appropriately based on the data contained within the cell. Round, growth series, digits argument Header/Footer Add a header and footer to a workbook. Header, footer, page setup, margins, vertically, horizontally, nonadjacent sheets, arranged workbooks, workspace file, dependent workbook, source workbook Format codes and styles Apply format codes and styles to a consolidated worksheet. Standard accounting format, format codes, format symbols, custom code, style, comma style format Importing/Templates 15.4.12.K Import data into a template and add either a screen shot or SmartArt to the worksheet. Template, importing, text files, ASCII, delimited file, fixed width file, web query, replication, string, screen clippings, SmartArt 6