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Microsoft Office
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Excel 2003 Training
         ®




How to use lists
Course contents

• Overview: Lists in Excel 2003

• Lesson 1: Create a list

• Lesson 2: Sort and filter a list

Each lesson includes a list of suggested tasks and a set of
test questions.




              How to use lists
Overview: Lists in Excel 2003

                       There’s a new List command in Excel
                       2003 that makes it easy to create
                       orderly rows of data such as
                       addresses, names of clients or
                       products, and quarterly sales amounts.

                       The new List command also makes it
                       easy to total up values and to sort and
                       filter data.




          How to use lists
Course goals

• Create a list using the List command.

• Add up values in lists using the List toolbar.

• Use the AutoFilter arrows to sort and filter list data.




               How to use lists
Lesson 1

Create a list
Create a list

                            Using the new List command to
                            enter list data has several benefits.

                            For example, AutoFilter arrows are
                            applied automatically in a
                            convenient way (more on that in
                            Lesson 2).

The new List command       Also, you can use the new Toggle
is on the Data menu.       Total Row button to total the last
                           column in the list.



              How to use lists
Use the List command

                               Imagine that you've already entered
                               some data for salespeople into
                               Excel.

                               To have Excel see this data as a list,
                               click any cell within the data, and
                               then:
Creating a list                1. Point to List on the Data menu.

                               2. Click Create List.

                                (Continued on next slide.)


                  How to use lists
Use the List command, cont’d.

                               The Create List dialog box
                               appears.

                               You confirm that your data has
                               headers (column headings), and that
                               the indicated data is what you want
                               included in the list.
Creating a list
                               Then the data becomes a list.




                  How to use lists
Now you have a list

                       Now that the data is a list:
                       1. AutoFilter arrows are
                          automatically added in the header
                          row.

                       2. A dark blue border appears
                          around the list.




                        (Continued on next slide.)


          How to use lists
Now you have a list, cont’d.

                        The dark blue border indicates the
                        range of cells in your list.

                        You can have more than one list on
                        a worksheet when you use the List
                        command.

                        The blue border distinguishes one
                        list from another and helps you to tell
                        list data from other worksheet data.



           How to use lists
Add a row or a column to the list

                               The row that contains an asterisk at
                               the bottom is the insert row—the row
                               you use to insert additional data.


                               As soon as you enter data to the
List with an insert row        insert row, another empty insert row
                               is added to the list, so that you can
                               continue to add data.


                                (Continued on next slide.)


                  How to use lists
Add a row or a column to the list, cont’d.

                               1. When another name, Callahan, is
                                  added to Cell A8…

                               2. … a new insert row is added in cell
                                  A9.

List with an insert row        If you click outside the list, the insert
                               row and asterisk disappear, and the
                               list border moves up one row.



                                (Continued on next slide.)


                  How to use lists
Add a row or a column to the list, cont’d.

                               You can add a column to the list by
                               typing in the empty column to the
                               right. The list automatically expands
                               to include that column.


List with an insert row




                  How to use lists
Add up values

                            The Toggle Total Row button on
                            the new List toolbar totals the last
                            column in the list.

                            To get a total in column C of the
                            example:

The Toggle Total Row        1. Click the Toggle Total Row
 button on the new List        button on the List toolbar...
toolbar
                            2. ... to add a Total row to the list.



               How to use lists
Suggestions for practice

1. Create a list.

2. Add a total to a list.

3. Add a row and a column.
Online practice (requires Excel 2003)




                How to use lists
Test 1, question 1

On which menu is the List command? (Pick
one answer.)

1. On the Tools menu.

2. On the Data menu.

3. On the List menu.




             How to use lists
Test 1, question 1: Answer

On the Data menu.


On the Data menu in Excel 2003, point to List, and then click
Create List.




              How to use lists
Test 1, question 2

How do you add a column to a list? (Pick one
answer.)

1. Type in the empty column to the right.

2. On the Data menu, point to List, and then click
   Resize List.

3. Right-click the empty column to the right, click
   Insert, and then click Entire Column.




               How to use lists
Test 1, question 2: Answer

Type in the empty column to the right.


The list will automatically expand to include that column.




               How to use lists
Lesson 2

Sort and filter a list
Sort and filter a list

                                When you create a list with the List
                                command, you automatically add
                                AutoFilter arrows to the list.

                                You can use the AutoFilter arrows
                                for sorting and filtering your list
                                data.
AutoFilter arrows
                                The List command also lets you
                                work with several lists on a single
                                worksheet.



                    How to use lists
How to sort

                       You can sort any column in a list,
                       just by clicking its AutoFilter arrow
                       and choosing one of the sort
                       commands on the menu that
                       appears.




                        (Continued on next slide.)


          How to use lists
How to sort, cont’d.

                        To sort the Date column in the
                        example in descending order, so
                        that you could see the most recent
                        orders first:
                         1. Click the AutoFilter arrow on the Date
                            header…

                         2. … click Sort Descending .




           How to use lists
How to filter

                         Filtering list data is as simple as
                         sorting. Excel will automatically
                         show only the data you specify.

                         To see only sales made by Peacock,
                         instead of everyone’s sales:

                         1. Click the AutoFilter arrow on the Name
                            column.

                         2. Select Peacock.




            How to use lists
More than one list on a worksheet

                              When you use the List command,
                              you can have more than one list on
                              a worksheet.

                              You can add or delete a row in one
You can add a row to the      list without adding or deleting a row
list on the right without     in a list next to it, an ability new in
adding a row to the list      Excel 2003.
on the left.
                              You can also sort those lists
                              separately, because using the List
                              command automatically gives each
                              list its own AutoFilter arrows.

                 How to use lists
Suggestions for practice

1. Sort a list

2. Filter a list.

Online practice (requires Excel 2003)




                    How to use lists
Test 2, question 1

How do you sort list data in descending order?
(Pick one answer.)

1. Click Sort on an AutoFilter arrow in the list.

2. Click Sort Descending on an AutoFilter arrow in
   the list.

3. Click Sort Descending on the List toolbar.




               How to use lists
Test 2, question 1: Answer

Click Sort Descending on an AutoFilter arrow in the list.




              How to use lists
Test 2, question 2

You can have more than one list on a worksheet,
and you can add or delete a row in one list
without adding or deleting a row in the list next
to it . (Pick one answer.)

1. True.

2. False.




            How to use lists
Test 2, question 2: Answer

True.




          How to use lists
Quick Reference Card

For a summary of the tasks covered in this course, view the
Quick Reference Card.




              How to use lists

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Excel 2003 Lists: Create, Sort and Filter Data

  • 1. [Your company name] presents: Microsoft Office ® Excel 2003 Training ® How to use lists
  • 2. Course contents • Overview: Lists in Excel 2003 • Lesson 1: Create a list • Lesson 2: Sort and filter a list Each lesson includes a list of suggested tasks and a set of test questions. How to use lists
  • 3. Overview: Lists in Excel 2003 There’s a new List command in Excel 2003 that makes it easy to create orderly rows of data such as addresses, names of clients or products, and quarterly sales amounts. The new List command also makes it easy to total up values and to sort and filter data. How to use lists
  • 4. Course goals • Create a list using the List command. • Add up values in lists using the List toolbar. • Use the AutoFilter arrows to sort and filter list data. How to use lists
  • 6. Create a list Using the new List command to enter list data has several benefits. For example, AutoFilter arrows are applied automatically in a convenient way (more on that in Lesson 2). The new List command Also, you can use the new Toggle is on the Data menu. Total Row button to total the last column in the list. How to use lists
  • 7. Use the List command Imagine that you've already entered some data for salespeople into Excel. To have Excel see this data as a list, click any cell within the data, and then: Creating a list 1. Point to List on the Data menu. 2. Click Create List. (Continued on next slide.) How to use lists
  • 8. Use the List command, cont’d. The Create List dialog box appears. You confirm that your data has headers (column headings), and that the indicated data is what you want included in the list. Creating a list Then the data becomes a list. How to use lists
  • 9. Now you have a list Now that the data is a list: 1. AutoFilter arrows are automatically added in the header row. 2. A dark blue border appears around the list. (Continued on next slide.) How to use lists
  • 10. Now you have a list, cont’d. The dark blue border indicates the range of cells in your list. You can have more than one list on a worksheet when you use the List command. The blue border distinguishes one list from another and helps you to tell list data from other worksheet data. How to use lists
  • 11. Add a row or a column to the list The row that contains an asterisk at the bottom is the insert row—the row you use to insert additional data. As soon as you enter data to the List with an insert row insert row, another empty insert row is added to the list, so that you can continue to add data. (Continued on next slide.) How to use lists
  • 12. Add a row or a column to the list, cont’d. 1. When another name, Callahan, is added to Cell A8… 2. … a new insert row is added in cell A9. List with an insert row If you click outside the list, the insert row and asterisk disappear, and the list border moves up one row. (Continued on next slide.) How to use lists
  • 13. Add a row or a column to the list, cont’d. You can add a column to the list by typing in the empty column to the right. The list automatically expands to include that column. List with an insert row How to use lists
  • 14. Add up values The Toggle Total Row button on the new List toolbar totals the last column in the list. To get a total in column C of the example: The Toggle Total Row 1. Click the Toggle Total Row button on the new List button on the List toolbar... toolbar 2. ... to add a Total row to the list. How to use lists
  • 15. Suggestions for practice 1. Create a list. 2. Add a total to a list. 3. Add a row and a column. Online practice (requires Excel 2003) How to use lists
  • 16. Test 1, question 1 On which menu is the List command? (Pick one answer.) 1. On the Tools menu. 2. On the Data menu. 3. On the List menu. How to use lists
  • 17. Test 1, question 1: Answer On the Data menu. On the Data menu in Excel 2003, point to List, and then click Create List. How to use lists
  • 18. Test 1, question 2 How do you add a column to a list? (Pick one answer.) 1. Type in the empty column to the right. 2. On the Data menu, point to List, and then click Resize List. 3. Right-click the empty column to the right, click Insert, and then click Entire Column. How to use lists
  • 19. Test 1, question 2: Answer Type in the empty column to the right. The list will automatically expand to include that column. How to use lists
  • 20. Lesson 2 Sort and filter a list
  • 21. Sort and filter a list When you create a list with the List command, you automatically add AutoFilter arrows to the list. You can use the AutoFilter arrows for sorting and filtering your list data. AutoFilter arrows The List command also lets you work with several lists on a single worksheet. How to use lists
  • 22. How to sort You can sort any column in a list, just by clicking its AutoFilter arrow and choosing one of the sort commands on the menu that appears. (Continued on next slide.) How to use lists
  • 23. How to sort, cont’d. To sort the Date column in the example in descending order, so that you could see the most recent orders first: 1. Click the AutoFilter arrow on the Date header… 2. … click Sort Descending . How to use lists
  • 24. How to filter Filtering list data is as simple as sorting. Excel will automatically show only the data you specify. To see only sales made by Peacock, instead of everyone’s sales: 1. Click the AutoFilter arrow on the Name column. 2. Select Peacock. How to use lists
  • 25. More than one list on a worksheet When you use the List command, you can have more than one list on a worksheet. You can add or delete a row in one You can add a row to the list without adding or deleting a row list on the right without in a list next to it, an ability new in adding a row to the list Excel 2003. on the left. You can also sort those lists separately, because using the List command automatically gives each list its own AutoFilter arrows. How to use lists
  • 26. Suggestions for practice 1. Sort a list 2. Filter a list. Online practice (requires Excel 2003) How to use lists
  • 27. Test 2, question 1 How do you sort list data in descending order? (Pick one answer.) 1. Click Sort on an AutoFilter arrow in the list. 2. Click Sort Descending on an AutoFilter arrow in the list. 3. Click Sort Descending on the List toolbar. How to use lists
  • 28. Test 2, question 1: Answer Click Sort Descending on an AutoFilter arrow in the list. How to use lists
  • 29. Test 2, question 2 You can have more than one list on a worksheet, and you can add or delete a row in one list without adding or deleting a row in the list next to it . (Pick one answer.) 1. True. 2. False. How to use lists
  • 30. Test 2, question 2: Answer True. How to use lists
  • 31. Quick Reference Card For a summary of the tasks covered in this course, view the Quick Reference Card. How to use lists

Editor's Notes

  1. [ Note to trainer : For detailed help in customizing this template, see the very last slide. Also, look for additional lesson text in the notes pane of some slides.]
  2. The new List command in Excel 2003 also makes it easy to share data with others by publishing the list to a server that is running Microsoft Windows® SharePoint ® Services. That topic is not discussed in this course.
  3. [ Note to trainer : Steps—given in either numbered or bulleted lists—are always shown in yellow text.] You can also highlight a range of cells to use it for creating a list instead of clicking any cell within the data.
  4. You confirm by clicking OK in the dialog box. If your list does not have headers, Excel will create them for you. They'll say "Column1," "Column2," and so on.
  5. In earlier versions of Excel, you had to add the AutoFilter arrows yourself.
  6. The dark blue border changes to a light blue border if you click outside the list, and the AutoFilter arrows at the top of the list disappear if you click outside the list.
  7. If this method does not work, on the Tools menu, click AutoCorrect Options . On the AutoFormat As You Type tab, select the Include new rows and columns in list check box. Or clear the check box to turn off this feature. To delete a row and a column, on the List toolbar, click List . Point to Delete , and then click Row or Column .
  8. Excel adds an additional row with the word "Total" and with the sum. You can turn off the total by clicking the Toggle Total Row button again. Note that if the last column contained something that couldn't be summed, such as a column of names, Excel would count the number of items instead. You can do other types of calculations than Sum. Click a cell that has been summed. An arrow appears to the right. Click the arrow. Other functions appear in the list: Average, Max, Min, and so on. To do calculations in columns other than the last column, after you’ve summed the last column, click in the total row in another column. An arrow will appear to the right of that column. Click the arrow and select from the menu.
  9. [ Note to trainer : With Excel 2003 installed on your computer, you can click the link in the slide to go to an online practice. In the practice, you can work through each of these tasks in Excel, with instructions to guide you. Important : If you don’t have Excel 2003, you won’t be able to access the practice instructions.]
  10. Note: To sort the contents of more than one column at once, you would click Sort on the Data menu, and then choose which columns to sort and how to sort them.
  11. Or you could filter by date, to see how many sales were made on a particular day, and by whom. Whatever column you specified data for, Excel would show only the filtered rows, in that column and all other columns in the list. If you want to hide the AutoFilter arrows, you can point to Filter on the Data menu and then click AutoFilter . If you want to show hidden AutoFilter arrows, you can do the same thing.
  12. In previous versions of Excel, you could have AutoFilter arrows in only one list at a time. In Excel 2003, the AutoFilter arrows for each list are activated when you click inside that list. Note, however, that if you have two lists side by side and you filter one of the lists, the other list will look filtered as well, because AutoFilter hides the entire row, not just the row in the list that is filtered. To convert a list to a range: This simply means that you'll remove the special list functionality. Your data will still remain on the Excel worksheet. 1. If necessary, click in the list to activate the List toolbar. 2. On the List toolbar, click List . 3. Click Convert to Range . 4. You'll see a message asking whether you want to convert the list to a normal range. Click Yes . The data no longer has any of the special list functionality. It's just normal data in Excel.
  13. [ Note to trainer : With Excel 2003 installed on your computer, you can click the link in the slide to go to an online practice. In the practice, you can work through each of these tasks in Excel, with instructions to guide you. Important : If you don’t have Excel 2003, you won’t be able to access the practice instructions.]
  14. Using This Template This Microsoft PowerPoint ® template has training content about using the new List command in Excel 2003. It's geared for you to present to a group and customize as necessary. This template's content is adapted from the Microsoft Office Online Training course “Lists I: How to use Lists in Excel 2003.” Features of the template Title slide: On the very first slide, there are empty brackets over which you should type the name of your company. Or you can delete the text box altogether if you don't want this text. Animations: Custom animation effects are applied throughout. They'll play in previous versions back to Microsoft PowerPoint 2000. They include the entrance effects called Peek and Stretch . To alter them, go to the Slide Show menu, click Custom Animation , and work with the options that appear. Slide transitions: The Wipe Down transition is applied throughout the show. If you want a different one, go to the Slide Show menu, click Slide Transition , and work with the options that appear. Hyperlinks to online course: The template contains links to the online version of this training course. The links take you to the hands-on practice session for each lesson and to the Quick Reference Card that is published for this course. Please take note: You must have Excel 2003 installed to view the hands-on practice sessions. Headers and footers: The template contains a footer that has the course title. You can change or remove the footers in the Header and Footer dialog box (which opens from the View menu).