Microsoft Office Specialist-Excel Syllabus: 1. Manage Workbook Options and Settings

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Microsoft Office Specialist-Excel Syllabus

1. Manage Workbook Options and Settings


1.1. Create Worksheets and Workbooks
▪ Create a workbook
▪ Import data from a delimited text file
▪ Add a worksheet to an existing workbook
▪ Copy and move a worksheet

1.2. Navigate in Worksheets and Workbooks


▪ Search for data within a workbook
▪ Navigate to a named cell, range, or workbook element
▪ Insert and remove hyperlinks

1.3. Format Worksheets and Workbooks


▪ Change worksheet tab color
▪ Rename a worksheet
▪ Change worksheet order
▪ Insert and delete columns or rows
▪ Change workbook themes
▪ Adjust row height and column width
▪ Insert headers and footers

1.4. Customize Options and Views for Worksheets and Workbooks


▪ Hide or unhide worksheets
▪ Hide or unhide columns and rows
▪ Customize the Quick Access toolbar
▪ Modify document properties
▪ Display formulas

1.5. Configure Worksheets and Workbooks for Distribution


▪ Inspect a workbook for hidden properties or personal information
▪ Inspect a workbook for accessibility issues
▪ Inspect a workbook for compatibility issues
2. Apply Custom Data Formats and Layouts
2.1. Apply Custom Data Formats and Validation
▪ Create custom number formats
▪ Populate cells by using advanced Fill Series options
▪ Configure data validation

2.2. Apply Advanced Conditional Formatting and Filtering


▪ Create custom conditional formatting rules
▪ Create conditional formatting rules that use formulas
▪ Manage conditional formatting rules

2.3. Create and Modify Custom Workbook Elements


▪ Create and modify simple macros
▪ Insert and configure form controls

3. Create Tables
3.1. Create and Manage Tables
▪ Create an Excel table from a cell range
▪ Convert a table to a cell range
▪ Add or remove table rows and columns

3.2. Manage Table Styles and Options


▪ Apply styles to tables
▪ Configure table style options
▪ Insert total rows

3.3. Filter and Sort a Table


▪ Filter records
▪ Sort data by multiple columns
▪ Change sort order
▪ Remove duplicate records

4. Perform Operations with Formulas and Functions


4.1. Summarize Data by using Functions
▪ Insert references
▪ Perform calculations by using the SUM function
▪ Perform calculations by using MIN and MAX functions
▪ Perform calculations by using the COUNT function
▪ Perform calculations by using the AVERAGE function

4.2. Perform Conditional Operations by using Functions


▪ Perform logical operations by using the IF function
▪ Perform logical operations by using the SUMIF function
▪ Perform logical operations by using the AVERAGEIF function
▪ Perform statistical operations by using the COUNTIF function

4.3. Format and Modify Text by using Functions


▪ Format text by using RIGHT, LEFT, and MID functions
▪ Format text by using UPPER, LOWER, and PROPER functions
▪ Format text by using the CONCATENATE function

5. Create Charts and Objects


5.1. Create Charts
▪ Create a new chart
▪ Add additional data series
▪ Switch between rows and columns in source data
▪ Analyze data by using Quick Analysis

5.2. Format Charts


▪ Resize charts
▪ Add and modify chart elements
▪ Apply chart layouts and styles
▪ Move charts to a chart sheet

5.3. Insert and Format Objects


▪ Insert text boxes and shapes
▪ Insert images
▪ Modify object properties
▪ Add alternative text to objects for accessibility

6. Manage Workbook Options and Settings

6.1. Manage Workbooks


▪ Save a workbook as a template
▪ Enable macros in a workbook
▪ Display hidden ribbon tabs
6.2. Manage Workbook Review Restrict editing
▪ Protect a worksheet
▪ Configure formula calculation options
▪ Protect workbook structure
▪ Manage workbook versions
▪ Encrypt a workbook with a password

7. Apply Custom Data Formats and Layouts

7.1. Apply Custom Data Formats and Validation


▪ Create custom number formats
▪ Populate cells by using advanced Fill Series options
▪ Configure data validation

7.2. Apply Advanced Conditional Formatting and Filtering


▪ Create custom conditional formatting rules
▪ Create conditional formatting rules that use formulas
▪ Manage conditional formatting rules

7.3. Create and Modify Custom Workbook Elements


▪ Create custom color formats
▪ Create and modify cell styles
▪ Create and modify custom themes
▪ Create and modify simple macros
▪ Insert and configure form controls

7.4. Prepare a Workbook for Internationalization


▪ Display data in multiple international formats
▪ Apply international currency formats
▪ Manage multiple options for +Body and +Heading fonts

8. Create Advanced Formulas

8.1. Apply Functions in Formulas


▪ Perform logical operations by using AND, OR, and NOT functions
▪ Perform logical operations by using nested functions
▪ Perform statistical operations by using SUMIFS, AVERAGEIFS, and
COUNTIFS functions
8.2. Look up data by using Functions
▪ Look up data by using the VLOOKUP function
▪ Look up data by using the HLOOKUP function

8.3. Apply Advanced Date and Time Functions


▪ Reference the date and time by using the NOW and TODAY functions
▪ Serialize numbers by using date and time functions

8.4. Perform Data Analysis and Business Intelligence


▪ Import, transform, combine, display, and connect to data
▪ Consolidate data
▪ Perform what-if analysis by using Goal Seek and Scenario Manager
▪ Calculate data by using financial functions

8.5. Troubleshoot Formulas


▪ Trace precedence and dependence
▪ Monitor cells and formulas by using the Watch Window

8.6. Define Named Ranges and Objects


▪ Name cells
▪ Name data ranges
▪ Name tables
▪ Manage named ranges and objects

9. Create Advanced Charts and Tables

9.1. Create and Manage PivotTables


▪ Create PivotTables
▪ Modify field selections and options
▪ Create slicers
▪ Group PivotTable data
▪ Add calculated fields
▪ Format data

9.2. Create and Manage Pivot Charts


▪ Create PivotCharts
▪ Manipulate options in existing PivotCharts
▪ Apply styles to PivotCharts
▪ Drill down into PivotChart details

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