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- 1. Excel 2007 Essentials<br />
- 2. Module One: Getting Started<br /><ul><li>Welcome to the Microsoft Excel 2007 Essentials workshop.
- 3. Excel is the world’s premier spreadsheet software. You can use Excel to analyze numbers, keep track of data, and graphically represent your information.
- 4. With Excel 2007, you can manage more data than ever, with increased worksheet and workbook sizes.
- 5. Excel also makes your job easier by providing an easy to use interface, and an array of powerful tools.</li></ul> Did you know that Excel was first released in 1985? Excel 2007 is the 12th version of the software. <br />
- 6. Pre-Assignment Review<br />The purpose of the Pre-Assignment is to get you thinking about the Excel features you are already using, and where you need to improve.<br />You were asked to review a list of topics and place a letter indicating your interest in the topic.<br />
- 7. Workshop Objectives (I)<br /><ul><li>Open and close Excel
- 8. Differentiate between worksheets, workbooks, rows, columns, and cells
- 9. Enter labels and values
- 10. Edit data
- 11. Check spelling
- 12. Open, close, and save workbooks (including publishing to PDF)
- 13. Switch between Excel views
- 14. Use Zoom
- 15. Set up your page
- 16. Preview and print your workbook</li></li></ul><li>Workshop Objectives (II)<br /><ul><li>Build and edit formulas
- 17. Copy formulas
- 18. Use absolute referencing appropriately
- 19. Use basic Excel functions, including SUM, AVERAGE, MAX, and MIN
- 20. Use Selection Statistics
- 21. Use AutoFill and AutoComplete
- 22. Sort and filter data
- 23. Format text and numbers
- 24. Apply borders
- 25. Use cell styles
- 26. Change the workbook theme</li></li></ul><li>Module Two: Opening and Closing Excel<br />In this module, you will learn to open and close Excel. <br />You will also explore the Excel interface, and be able to differentiate between cells, rows, columns, worksheets, and workbooks. <br /> <br />The beginning is the most important part of the work.<br />Plato<br />
- 27. Opening Excel (I)<br />To begin, click the Start button (or the Windows logo) in the bottom left-hand corner of your screen. <br />Then click All Programs.<br />Next, click the program group Microsoft Office, and then from the submenu, choose Microsoft Excel 2007. <br />
- 28. Opening Excel (II)<br />
- 29. Understanding the Interface (I)<br />
- 30. Understanding the Interface (II)<br /><ul><li>To view the Office menu, click the Office button.
- 31. To add or remove commands from the Quick Launch toolbar, click Customize Quick Access Toolbar, and then select an item to add or remove. </li></li></ul><li>Understanding Worksheets<br />
- 32. Understanding Workbooks<br />
- 33. Closing Excel<br />
- 34. Module Three: Your First Worksheet<br /><ul><li>Generally, you will create worksheets with a purpose in mind.
- 35. Spend some time thinking about exactly what you want from your spreadsheet.
- 36. Then plan how you are going to lay out the data and calculations.
- 37. The structure of your worksheet depends on what you are trying to do, but most worksheets consist of data organized into rows or columns. </li></ul> He who fails to plan, plans to fail.<br />Proverb<br />
- 38. Entering Data (I)<br /><ul><li>Data is entered into cells.
- 39. Click the cell you want, and type the desired entry. You can enter either numbers (values) or text (labels).
- 40. Values automatically right-align within the cell, and labels left-align. (Of course, you can change the alignment if you want.)
- 41. As you type your data, it appears in two places: in the cell itself, and in the Formula Bar.
- 42. Once you have finished typing, press Enter to complete the entry. The active cell will move down one row, ready for your next entry. </li></li></ul><li>Entering Data (II)<br />
- 43. Entering Data (III)<br />
- 44. Using the Wrap Command <br />
- 45. Editing Data<br />
- 46. Adding Rows and Columns<br />
- 47. Checking Your Spelling<br />To check your spelling, display the Review tab, and click the Spelling button (in the Proofing group). <br />
- 48. Module Four:Working with Excel Files<br />You should save your workbook as soon as you start it, in order to protect your work. <br />Excel 2007 introduces a new file format, and gives you more options for saving than ever before.<br /> Quick Tip: Once you have saved your file, you can quickly update it by pressing Ctrl + S – making sure you’ll never lose your hard work!<br />
- 49. About the New File Format<br /><ul><li>After many years of the same file format, Office 2007 introduces new file formats.
- 50. Instead of the .xls extension, the new file format is an XML based format, with the extension .xlsx.
- 51. This allows Excel to save the new file size, use other new features such as themes, and improves the interoperability of your Excel data with other applications. </li></li></ul><li>Saving Files (I)<br />
- 52. Saving Files (II)<br />
- 53. Publishing Files to PDF (I)<br />You can access the add-in by clicking the Office Button – Save-As – Find add-ins for other file formats, and following the instructions.<br />
- 54. Publishing Files to PDF (II)<br /><ul><li>Once you have installed the add-in, click Office Button – Save As – PDF or XPS.
- 55. Follow the same steps for naming and storing the file as you would for saving in the default format.
- 56. Click Publish to save the file.</li></li></ul><li>Closing Files<br /> To close a file, click the Office button and choose Close. <br />If you have made changes to the file, you will be prompted to save your work.<br />
- 57. Opening Files (I)<br />
- 58. Opening Files (II)<br />
- 59. Module Five: Viewing Excel Data<br />Once you have data entered in your workbook, you may find it helpful to change the way you view each worksheet. <br />You can make sure that it is going to print nicely, control page breaks, and change how much of your worksheet appears on screen.<br />Quick Tip: You can change the view and zoom control on the Status Bar at the bottom of the Excel window.<br />
- 60. An Overview of Excel’s Views (I)<br />The View tab controls the on-screen appearance of your worksheet. <br />Changing the worksheet view does not affect the way your worksheet prints, only the way you see it on your monitor. <br />The default view you have been working in is called the Normal view. <br />
- 61. An Overview of Excel’s Views (II)<br />There are other useful views, including:<br /><ul><li>Page Layout
- 62. Page Break Preview
- 63. Full screen</li></li></ul><li>Switching Views (I)<br />To choose the view for your worksheet, click the View tab. <br />Then, click the button for the desired view.<br />
- 64. Switching Views (II)<br />
- 65. Using Zoom<br />To change the zoom level, use the slider on Excel’s status bar. <br />To increase the zoom level, click the + symbol. <br />To decrease the zoom level, click the – symbol. <br />You can also drag the slider to the desired zoom level.<br />
- 66. Switching Between Open Files<br />To switch between open files, click the desired button on the Windows taskbar.<br />
- 67. Module Six: Printing Excel Data<br />It’s easy to print worksheets in Excel. <br />Before you print your worksheet, you might want to change some of the page settings. <br />Once you are satisfied with your layout, you can print your worksheet(s).<br />Quick Tip: The Print dialog is the same across all Office applications, and even appears in other non-Microsoft programs.<br />
- 68. An Overview of the Page Layout Tab<br />
- 69. Setting Up Your Page (I)<br />You can use the Page Setup group to control various aspects of your page. <br />
- 70. Setting Up Your Page (II)<br />
- 71. Using Print Preview (I)<br />
- 72. Using Print Preview (II)<br />
- 73. Printing Data (I)<br />
- 74. Printing Data (II)<br />
- 75. Module Seven: Building Formulas<br /><ul><li>There are two ways to set up calculations in Excel: using formulas or using functions.
- 76. Formulas are mathematical expressions that you build yourself.
- 77. You need to follow proper math principles in order to obtain the expected answer.
- 78. Building the formula is simply a matter of combining the proper cell addresses with the correct operators. </li></ul> The essence of mathematics is not to make simple things complicated, but to make complicated things simple. <br />S. Gudder<br />
- 79. The Math Basics of Excel (I)<br />
- 80. The Math Basics of Excel (II)<br />Excel formulas should generally use cell references instead of numbers. <br />
- 81. Building a Formula (I)<br /><ul><li>To build a formula in Excel, first determine what you want to calculate. (We are going to write a formula to calculate the total value of each stock item. )
- 82. Start by clicking in the cell that you want to contain the answer, in this case D4.
- 83. Press = to begin your formula.
- 84. Click the first cell in the formula (B4) and then type the first operator (*).
- 85. Click C4, and press Enter to complete the formula.</li></li></ul><li>Building a Formula (II)<br />
- 86. Editing a Formula<br />
- 87. Copying a Formula (I)<br />
- 88. Copying a Formula (II)<br />
- 89. Copying a Formula (III)<br />Both formulas in the Inventory worksheet can be copied this way.<br />
- 90. Relative vs. Absolute Referencing<br />
- 91. Module Eight: Using Excel Functions<br />So far, we have performed simple calculations in Excel, combining cell references and operators. <br />Excel functions take calculations one step further, making it easier to do complex or tedious calculations.<br /> Excel 2007 offers 343 functions, with 51 new functions.<br />
- 92. Formulas vs. Functions<br />Instead of combining cell references and operators, functions use function names and arguments. The syntax is always the same:<br />=NAME(Arguments)<br />
- 93. Understanding the Formulas Tab<br />To see the functions available in any group, click the arrow beside the name of the group.<br />
- 94. Using the SUM Function (I)<br />Access the SUM function via the AutoSum button on the Formulas or Home tab.<br />
- 95. Using the SUM Function (II)<br />Click in the cell next to the numbers you want to add up. <br />Click the Sum button.<br />
- 96. Using the SUM Function (III)<br />
- 97. Using Other Basic Excel Functions<br />In addition to the SUM function, there are several other commonly used functions. <br />You can access these by clicking the arrow next to the Sum button.<br />
- 98. Using Other Basic Excel Functions (II)<br />
- 99. Using the Status Bar to Perform Calculations (I)<br />
- 100. Using the Status Bar to Perform Calculations (II)<br />
- 101. Module Nine: Using Time Saving Tools<br />You can use Excel to fill in days of the week or months of the year, or use Excel’s AutoComplete feature to quickly write functions. <br />To get more out of your data, you can sort and filter it. <br />We will look at all of these tools in this module.<br />Time is money.<br />Benjamin Franklin<br />
- 102. Using AutoFill (I)<br />
- 103. Using AutoFill (II)<br />
- 104. Using AutoComplete (I)<br />Start by clicking in the cell where you want the answer, and then type = and the first letter of the desired function.<br />
- 105. Using AutoComplete (II)<br />
- 106. Sorting Data<br />
- 107. Filtering Data (I)<br />
- 108. Filtering Data (II)<br />
- 109. Filtering Data (III)<br />
- 110. Module Ten: Formatting your Data<br />In this module, we will look at how to make your worksheet more appealing by changing the font type and size, alignment, formatting numbers, and by adding color and borders.<br />Quick Tip: Use the Undo arrow on the Quick Access toolbar to reverse unwanted changes.<br />
- 111. Changing the Appearance Of Your Text (I)<br />
- 112. Changing the Appearance Of Your Text (II)<br />
- 113. Changing the Appearance Of Your Text (III)<br />
- 114. Changing the Appearance of Numbers (I)<br />
- 115. Changing the Appearance of Numbers (II)<br />
- 116. Setting Alignment Options (I)<br />You can align the contents horizontally and vertically, or change the orientation of the cell contents.<br />
- 117. Setting Alignment Options (II)<br />
- 118. Using Merge <br />Select the cells you want to merge. <br />Click the Merge button on the Home tab.<br />
- 119. Removing Formatting<br />To remove the formatting of a cell and return it to the default formatting, select the cell(s) and click the Clear Formats button.<br />
- 120. Module Eleven: More Formatting<br />There are other ways to enhance your worksheet. <br />You can add borders and shading, apply styles and conditional formatting to cells, and change the theme of the workbook.<br />Quick Tip: You can access all available formatting commands in the Format dialog boxes.<br />Click the Dialog Box Launcher (the small button to the right of a group name on a tab) to access these full featured dialog boxes.<br />
- 121. Adding Borders<br />
- 122. Adding Fill Color<br />
- 123. Using Cell Styles<br />
- 124. Using Conditional Formatting (I)<br />
- 125. Using Conditional Formatting (II)<br />In the dialog, set the criteria for the formatting, choose the type of formatting you want to apply, and click OK.<br />
- 126. Changing the Theme (I)<br /><ul><li>A theme is a collection of formats that can be applied to a worksheet.
- 127. It includes settings for colors, fonts, and effects (such as shadows and colors for graphics).
- 128. Themes are an Office 2007 feature, and only work on files saved in the new .xlsx format.
- 129. If you change the theme for a worksheet after you have formatted cells, the theme may not override all of your customizations.</li></li></ul><li>Changing the Theme (II)<br />
- 130. Module Twelve: Wrapping Up<br /><ul><li>Although this workshop is coming to a close, we hope that your journey to improve your Excel skills is just beginning.
- 131. Please take a moment to review and update your action plan.
- 132. This will be a key tool to guide your progress in the days, weeks, months, and years to come.
- 133. We wish you the best of luck on the rest of your travels! </li></ul>Anyone who stops learning is old, whether at twenty or eighty. <br />Henry Ford<br />
- 134. Words from the Wise<br /><ul><li>Remember to spend some time planning your worksheet. Be clear about why you are creating it.
- 135. Remember that everything can be changed if needed.
- 136. Save often, and back up your work regularly.
- 137. Try to use cell references instead of numbers in your formulas and functions.
- 138. Try to write a formula or function once, and then copy it, instead of repeatedly writing it.
- 139. Practice as much as you can, and as soon as you can.
- 140. Remember the Undo button!
- 141. If you find you are getting frustrated, come back to this manual, and try the guided exercises to refresh your skills.</li>

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