This document provides a 3-lesson training course on how to use lists in Microsoft Excel 2003. Lesson 1 covers how to create a list using the List command and add rows and columns. Lesson 2 discusses how to sort and filter list data using the AutoFilter arrows. The course includes examples, step-by-step instructions, practice suggestions, and a two-question test at the end of each lesson to assess understanding.
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
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
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
[ 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.]
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.
[ 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.
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.
In earlier versions of Excel, you had to add the AutoFilter arrows yourself.
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.
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 .
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.
[ 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.]
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.
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.
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.
[ 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.]
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).