Excel Self-Assessment Tool

This tool is designed to help place you in a class appropriate to your skill level.
Self-Assessment Instructions:

1. Read each item and click a checkbox for each row.

2. At the end of each section, enter the total number of checked boxes for each column.
3. Calculate subtotals at the end of each section to determine total points.
4. Transfer your points from each level to the Excel Class Recommendations form on page 7.

YOUR NAME:
EXCEL BASICS LEVEL 1

Working with Cells Proficient Can do with Help Cannot Do

Enter data into cells ☐ ☐ ☐
Change fonts ☐ ☐ ☐
Align text ☐ ☐ ☐
Select all cells in worksheet ☐ ☐ ☐
Change column width ☐ ☐
Change row width ☐ ☐ ☐
Change/ add fill color ☐ ☐ ☐
Move the contents of a cell ☐ ☐ ☐
Copy the contents of a cell ☐ ☐ ☐
Working with Worksheets/ Workbooks Proficient Can do with Help Cannot Do
Change the sheet order ☐ ☐ ☐
Insert and delete worksheets/ tabs ☐ ☐ ☐
Re-name a sheet tab ☐ ☐ ☐
Change the color of a sheet tab ☐ ☐ ☐
Find and open Excel ☐ ☐ ☐
Save a workbook ☐ ☐ ☐
Save a workbook under a new name ☐ ☐ ☐
Open an existing workbook ☐ ☐ ☐
Close a workbook ☐ ☐ ☐
Check spelling ☐ ☐ ☐
Quit Excel ☐ ☐ ☐
Basic Excel Level 1 Subtotals: __ x 1 = __ x .5 = __ x 0 =
Calculate Basic Excel Level 1 Points: __ __ __
EXCEL BASICS LEVEL 2
Working with Cells Proficient Can do with Help Cannot Do
Format data within cells ☐ ☐ ☐

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Use AutoFill to create a series ☐ ☐ ☐
Merge and Center text ☐ ☐ ☐
Wrap text ☐ ☐ ☐
Merge and Split cells ☐ ☐ ☐
Add borders ☐ ☐ ☐
Working with Worksheets /Workbooks Proficient Can do with Help Cannot Do
Copy or move a sheet in an existing workbook ☐ ☐ ☐
Copy or move a sheet into a new workbook ☐ ☐ ☐
Add headers and footers to a sheet ☐ ☐ ☐
Use the find feature ☐ ☐ ☐
Add comments ☐ ☐ ☐
VIEW, PAGE LAYOUT AND PRINTING Proficient Can do with Help Cannot Do
Adjust margins ☐ ☐ ☐
Change page orientation ☐ ☐ ☐
Set Print area ☐ ☐ ☐
Undo/ clear print area ☐ ☐ ☐
Scale to fit a page ☐ ☐ ☐
Change workbook views ☐ ☐ ☐
Toggle headings, gridlines and rulers ☐ ☐ ☐
Zoom to selection ☐ ☐ ☐
Change page zoom ☐ ☐ ☐
Preview worksheet before printing ☐ ☐ ☐
Print multiple copies of worksheet/workbook ☐ ☐ ☐
Print multiple pages per sheet ☐ ☐ ☐
SORT AND FILTERING
Proficient Can do with Help Cannot Do
Sort data ☐ ☐ ☐
Use a filter ☐ ☐ ☐
Excel Basics Level 2 Subtotals: __ x 1 = __ x .5 = __ x 0 =
Calculate Excel Basics Level 2 Points: __ __ __

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EXCEL BASICS LEVEL 3
VIEW, PAGE LAYOUT AND PRINTING
Proficient Can do with Help Cannot Do
Print header rows on multiple sheets
(print titles)
☐ ☐ ☐
Freeze Panes ☐ ☐ ☐
View multiple worksheets simultaneously ☐ ☐ ☐
Split worksheets ☐ ☐ ☐
Hide columns ☐ ☐ ☐
Hide rows ☐ ☐ ☐
Hide worksheets ☐ ☐ ☐
Apply themes ☐ ☐ ☐
Create Custom themes ☐ ☐ ☐
SORT AND FILTERING
Proficient Can do with Help Cannot Do
Complex Sort ☐ ☐ ☐
Create a complex or advanced filter ☐ ☐ ☐
PROTECTING THE WORKSHEET/WORKBOOK
Sharing worksheets ☐ ☐ ☐
Password protecting cells ☐ ☐ ☐
Password protecting worksheets ☐ ☐ ☐
PROTECTING THE WORKSHEET/WORKBOOK
Proficient Can do with Help Cannot Do
Hidden formulas ☐ ☐ ☐
Sharing worksheets ☐ ☐ ☐
Excel Basics Level 3 Subtotals: __ x 1 = __ x .5 = __ x 0 =
Calculate Excel Advance Basics Level 3 Points: __ __ __

INTERMEDIATE EXCEL LEVEL 4

CHARTS AND GRAPHS
Proficient Can do with Help Cannot Do
Create a chart ☐ ☐ ☐
Change colors of chart parts ☐ ☐ ☐
Change the title on a chart ☐ ☐ ☐
Update the data in an existing chart ☐ ☐ ☐
Change the data range displayed in a chart ☐ ☐ ☐
Switch chart from displaying data by rows to columns ☐ ☐ ☐
Describe chart types ☐ ☐ ☐
Change chart type ☐ ☐ ☐
Delete a chart ☐ ☐ ☐
Move a chart from displaying in the sheet with data to
its own sheet
☐ ☐ ☐
DATA TAB
Proficient Can do with Help Cannot Do
Subtotal feature ☐ ☐ ☐

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Use the Text to Columns function to covert one
column to multiple columns automatically
☐ ☐ ☐
CREATING WORKBOOKS USING TEMPLATES
Proficient Can do with Help Cannot Do
Create a workbook from a template ☐ ☐ ☐
Create a custom template ☐ ☐ ☐
Intermediate Excel Level 4 Subtotals: __ x 1 = __ x .5 = __ x 0 =
Calculate Intermediate Excel Level 4 Points: __ __ __

BASIC FORMULAS LEVEL 5

FORMULAS
Proficient Can do with Help Cannot Do
Enter a formula ☐ ☐ ☐
Copy formulas ☐ ☐ ☐
Understand the symbols for basic calculations in Excel ☐ ☐ ☐
Describe the difference between Relative and
Absolute values
☐ ☐ ☐
Apply conditional formatting ☐ ☐ ☐
Understand basic math problems ☐ ☐ ☐
Understand how and when to use the different types
of operators (math, comparison, concatenation, ☐ ☐ ☐
reference)
Understand calculation order when building formulas ☐ ☐ ☐
Enter a formula that calculates across worksheets ☐ ☐ ☐
Hidden Formulas ☐ ☐ ☐
Excel Basic Formulas Level 5 Subtotals: __ x 1 = __ x .5 = __ x 0 =
Calculate Excel Basic Formulas Level 5 Points: __ __ __

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FORMULAS AND FUNCTIONS LEVEL 6
FORMULAS
Resolve formula errors ☐ ☐ ☐
FUNCTIONS
Proficient Can do with Help Cannot Do
Lookup functions using function library ☐ ☐ ☐
Insert a built-in function ☐ ☐ ☐
Use Concatenation to combine 2 or more columns ☐ ☐ ☐
Remove Duplicates ☐ ☐ ☐
Group / Ungroup ☐ ☐ ☐
Convert Text to Columns ☐ ☐ ☐
Understand and build simple IF statements ☐ ☐ ☐
Create a basic VLOOKUP ☐ ☐ ☐
Create a VLOOKUP with a formula ☐ ☐ ☐
Formulas and Functions Level 6 Subtotals: __ x 1 = __ x .5 = __ x 0 =
Calculate Formulas and Functions Level 6 Points: __ __ __

BASIC MACROS LEVEL 7

MACROS
Proficient Can do with Help Cannot Do
Create a basic macro ☐ ☐ ☐
Enable secure content ☐ ☐ ☐
Enable Developer tab ☐ ☐ ☐
Troubleshoot a basic macro ☐ ☐ ☐
Basic Macros Level 7 Subtotals: __ x 1 = __ x .5 = __ x 0 =
Calculate Basic Macros Level 7 Points: __ __ __

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PIVOTTABLES AND CHARTS LEVEL 8
PIVOTTABLES
Proficient Can do with Help Cannot Do
Create a PivotTable ☐ ☐ ☐
Perform calculations using PivotTables ☐ ☐ ☐
Edit a PivotTable ☐ ☐ ☐
PIVOT CHARTS
Proficient Can do with Help Cannot Do
Create PivotCharts ☐ ☐ ☐
Edit PivotCharts ☐ ☐ ☐
Create PivotChart with formulas ☐ ☐ ☐
PivotTables and Charts Level 8 Subtotals: __ x 1 = __ x .5 = __ x 0 =
Calculate PivotTables and Charts Level 8 Points: __ __ __

ADVANCED MACROS LEVEL 9

MACROS
Proficient Can do with Help Cannot Do
Working with advanced macro errors ☐ ☐ ☐
Understand Visual Basic ☐ ☐ ☐
Edit a macro using Visual Basic ☐ ☐ ☐
Advance Macros Level 9 Subtotals: __ x 1 = __ x .5 = __ x 0 =
Calculate Advance Macros Level 9 Points: __ __ __

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 Excel Class Recommendations Form **
Step 1.
Enter your points for each level in the table below.
PivotTables Advanced
Excel Basics Excel Basics Excel Basics Intermediate Basic Formulas Formulas and Basic Macros and Charts Macros
Level 1 Level 2 Level 3 Excel (Level 4) (Level 5) Functions (Level 6) (Level 7) (Level 8 ) (Level 9)
__ __ __ __ __ __ __ __ __

Step 2.
Review the relevant point range for each level and review class recommendations.

Class Name Points Range Class Recommendations

1 – 16 Register for Excel Basics Level 1

Excel Basics Level 1
17 – 20 Register for Excel Basics Level 2

1-20 Register for Excel Basics Level 2

Excel Basics Level 2
20-25 Register for Excel Basics Level 3

1-10 Register for Excel Basics Level 3

Excel Basics Level 3
11-16 Register for Intermediate Excel

1-9 Register for Intermediate Excel

Intermediate Excel
10-14 Register for Basic Formulas

1-7 Register for Basic Formulas

Basic Formulas
8-10 Register for Formulas & Functions

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 1-7 Register for Formulas & Functions
Formulas and Functions
8-10 Register for Basic Macros

1-3 Register for Basic Macros

Basic Macros
4 Register for Advanced Macros
PivotTables and Charts
1-5 Register for PivotTables and Charts

5-8 --

1-3 Register for Advanced Macros

Advanced Macros
4 --
** After taking each class, we recommend re-taking the assessment to see how your skills have advanced.

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