EXCEL 2007 Training

For Project Managers

Excel 2007 is a powerful spreadsheet application that allows users to produce tables containing calculations and graphs. These can range from simple formulae through to complex functions and mathematical models.

Duration 40 hours. Each lesson 4 hours. Lesson 1 - INTRODUCTION Lesson 2 - FORMULAE AND FUNCTIONS Lesson 3 - FORMATTING, CONDITIONAL FORMATING Lesson 4 - LISTS Lesson 5 - ADVANCED WORKSHEET FUNCTIONS Lesson 6 - DATA CONSOLIDATION Lesson 7 - PIVOT TABLES Lesson 8 - CHARTS Lesson 9 - OTHER EXCEL FEATURES Lesson 10 REVIEW AND CONCRETE PRACTICE

Lesson 1 - INTRODUCTION
Objectives Instructions

THE BASICS
WINDOWS CONCEPTS Menus - Compared with Excel 2003 Ribbons - New concept in Office 2007 Office Button Toolbars Name Box Formula Bar Worksheets Status Bar Task Pane Smart Tags Microsoft Excel Help EXCEL 2007 SPECIFICATIONS AND LIMITS

MOVE AROUND AND ENTER INFORMATION

MOVING Moving Around Workbook Scrolling

USEFUL KEYS FOR MOVING Workbook Sheets Moving Around Sheet DATA ENTRY EDITING Typing Replaces Selection Use The Mouse To Edit Using The Keyboard Select Information Select Multiple Sheets Select NonAdjacent Sheets Enter Text And Numbers Cancelling And Editing Data Entries Enter Dates Autocomplete Pick From List

CLEAR CONTENTS, FORMATS AND COMMENTS THE FILL HANDLE Scrolling Data Entry Select Cells To Limit Data Entry Select Cells For Multiple Entry FILE OPERATIONS Save Files File Types And File Names Saving Changes To Files Saving As A Different Type Or Different Name Close Files Open Files New Files MOVING AND COPYING DATA Moving Items Copying Items Clipboard Drag And Drop Shortcut Menus Moving And Copying Between Files Insert Paste Moving And Copying Between Worksheets Paste Special

Lesson 2 - FORMULAE AND FUNCTIONS

FORMULAE Typing Formulae

 FUNCTIONS

Entering Formulae By Pointing Errors In Formulae Filling Formulae The Fill Handle And Formulae Fill Formulae Using Keystrokes PRACTICE

Sum Function Autosum Other Common Functions Function Library Insert Function Function Box Type Functions Function Argument Tool Tips PRACTICE

CELL REFERENCES Counting And Totalling Cells Conditionally Use Sumif() Use Countif PRACTICE ABSOLUTE AND RELATIVE REFERENCES Relative References Absolute References Fill Handle Absolute References

Lesson 3 - FORMATTING
Formatting Groups On Home Ribbon Font Point Size Bold, Italic And Underline Font Colour Background Fill Colour Borders Alignment Merge Cells Indents Number Formats Advanced Formats Format Cells Dialog Custom Number Formats PRACTICE

FORMATTING COLUMNS AND ROWS

Column Width Row Height Hide Columns, Rows And Sheets

INSERT AND DELETE CELLS, ROWS, COLUMNS OR SHEETS72 Add Cells Delete Cells FORMAT PAINTER Shortcut Keys For Formatting

WORKING WITH MULTIPLE SHEETS

MULTIPLE WORKSHEETS Moving Between The Workbook Sheets Worksheet Names Move And Copy Worksheets Insert And Delete Worksheets MANIPULATING LARGE WORKSHEETS Split Screen Freeze Panes Zoom

ACTIVATE GROUP MODE Group Adjacent Sheets Group NonAdjacent Sheets Deactivate Group Mode FILL DATA ACROSS WORKSHEETS 3D Formulae External References PRACTICE PROTECT WORKSHEET DATA Unlock Cells Worksheet Protection Unprotect Sheets View Worksheets Side By Side Hide Windows Watch Window Change Colour Of Worksheet Tab

PRINTING
PRINT PREVIEW, PAGE SETUP Margins Tab Header/Footer Tab

New Methods For Headers And Footers In 2007 Insert Specific Elements In A Header Or Footer Header Or Footer For A Chart Add A Predefined Header Or Footer Choose The Header And Footer Options Sheet Tab Print Titles Page Breaks Print Data Copies

Lesson 4 - LISTS
NAMES USING NAMES Rules When Naming Cells To define a name Selecting Names (Navigation) Manage Names By Using The Name Manager Names In Functions Paste List Of Names Intersecting Names Creating Names Automatically 11 Go To Names In Formulae Applying Names

SORTING & SUBTOTALLING DATA LISTS Do Do Not SORTING LIST DATA Quick Sort Multi Level Sort SUBTOTALS Organising The List For Subtotals Example Summarising A Subtotalled List Show And Hide By Level Remove Subtotals CONDITIONAL FORMATING

Lesson 5 - ADVANCED WORKSHEET FUNCTIONS

CONDITIONAL & LOGICAL FUNCTIONS If Statements Logical Test Value If True / False Nested If Statistical If Statements

AND, OR, NOT22 And Or Not LOOKUP FUNCTIONS Lookup Vector Lookup Hlookup Vlookup Nested Lookups OTHER USEFUL FUNCTIONS ISERROR IFERROR COUNTIF AVERAGEIF AVERAGEIFS SUMIFS COUNTIFS

Lesson 6 - DATA CONSOLIDATION

VIEWS, SCENARIOS, GOAL SEEK AND SOLVER
GOAL SEEKING AND SOLVING Goal Seek Solver Solver Parameters Constraints Solver And Scenario Manager Opening Scenario Manager Saving Solver Solutions Reports VIEWS & SCENARIOS Custom Views Typical Custom View Model Defining A View Showing A View Scenario Manager Load The Scenario Manager Showing A Scenario Editing A Scenario Deleting A Scenario

ADVANCED LISTS
SORTING DATA Custom Sorting Options Creating A Custom Sort Order

ADDING SUBTOTALS TO A LIST Examining Subtotals FILTERING A LIST Custom Criteria Wildcards Turning Off Autofilter Advanced Filtering Set Criteria Entering Search Criteria Wildcards With Text Criteria Multiple Criteria Checking The Criteria Range Calculated Criteria Calculated Criteria Using Functions Copying Filtered Data Unique Records LIST STATISTICS Database Functions

Lesson 7

PIVOT TABLES To Create A PivotChart Report From An Existing PivotTable Report Create A Static Chart From The Data In A PivotTable Report Delete A PivotTable Or PivotChart Report Create Layout For PivotTables Modifying A PivotTable

MANAGING PIVOTTABLES Using Another PivotTable Report Changing An Existing Report's Source Data Automatically Refresh Data When A Workbook Is Opened Automatically Refresh Data At Regular Time Intervals Require A Password To Refresh An External Data Range Grouping PivotTable Items Formatting A PivotTable

Lesson 8 CHARTS
INTRODUCTION TO CHARTING Terminology Embedded Charts Separate Chart Pages Three Methods To Create Charts Moving And Resizing Embedded Charts Data Layout Shortcut Menu (Right Click) Chart Types Default Chart Type Conditional Formatting

FORMATTING CHARTS Design Ribbon Switch Rows And Columns Changing The Chart Layout Chart Styles Moving Chart Location Layout Ribbon Formatting Chart Elements Resetting Custom Formats Adding, Removing And Formatting Labels Axes Gridlines Unattached Text Format Dialog Add A Series Manually The Series Function Charting With Blocks Of Data

Lesson 9 - OTHER EXCEL FEATURES

TEMPLATES
INTRODUCTION TO TEMPLATES Standard Templates Custom Templates AutoTemplates Opening And Editing Templates Template Properties

AUDITING
AUDITING FEATURES Tracers Comments

OTHER FORMATTING
FORMATTING CELLS Themes Customising A Theme Styles

INSERTING, FORMATTING AND DELETING OBJECTS Inserting A Drawing Object SmartArt WordArt Formatting Shapes QuickStyles Manual Formatting REVIEWING Protecting Use A Shared Workbook To Collaborate Share A Workbook

PROOFING TOOLS Spelling And Grammar Thesaurus Translation Show Or Hide ScreenTips

Lesson 10 REVIEW AND CONCRETE PRACTICE