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Contents
Microsoft Office 2016
■ CHAPTER ONE Office 2016 Common Features: Taking the First Step 2
CASE STUDY SPOTTED BEGONIA ART GALLERY 2 MODIFY DOCUMENT LAYOUT AND PROPERTIES 42
GETTING STARTED WITH OFFICE APPLICATIONS 4 Using Backstage View 42
Starting an Office Application 4 Changing the Document View 44
Working with Files 5 Changing the Page Layout 45
Using Common Interface Components 8 Inserting a Header and Footer 48
Getting Help 15 Previewing and Printing a File 49
Installing Add-ins 17 HANDS-ON EXERCISES 3
HANDS-ON EXERCISES 1 Modify Document Layout and Properties 51
Getting Started with Office Applications 19 CHAPTER OBJECTIVES REVIEW 56
FORMAT DOCUMENT CONTENT 24 KEY TERMS MATCHING 58
Using Templates and Applying Themes 24 MULTIPLE CHOICE 59
Modifying Text 26 PRACTICE EXERCISES 60
Relocating Text 30 MID-LEVEL EXERCISES 64
Checking Spelling and Grammar 32 BEYOND THE CLASSROOM 66
Working with Pictures and Graphics 34 CAPSTONE EXERCISE 67
HANDS-ON EXERCISES 2
Format Document Content 37
Contents vii
■ CHAPTER TWO Formulas and Functions: Performing Quantitative Analysis 152
CASE STUDY TOWNSEND MORTGAGE COMPANY 152 LOGICAL, LOOKUP, AND FINANCIAL FUNCTIONS 174
FORMULA BASICS 154 Determining Results with the IF Function 174
Using Relative, Absolute, and Mixed Cell Using Lookup Functions 177
References in Formulas 154 Calculating Payments with the PMT Function 180
HANDS-ON EXERCISES 1 HANDS-ON EXERCISES 3
Formula Basics 158 Logical, Lookup, and Financial Functions 182
FUNCTION BASICS 161 CHAPTER OBJECTIVES REVIEW 187
Inserting a Function 161 KEY TERMS MATCHING 188
Inserting Basic Math and Statistics Functions 163 MULTIPLE CHOICE 189
Using Date Functions 167 PRACTICE EXERCISES 190
HANDS-ON EXERCISES 2 MID-LEVEL EXERCISES 193
Function Basics 169 BEYOND THE CLASSROOM 196
CAPSTONE EXERCISE 197
viii Contents
■ CHAPTER FIVE ubtotals, PivotTables, and PivotCharts:
S
Summarizing and Analyzing Data 328
CASE STUDY IVORY HALLS PUBLISHING COMPANY 328 HANDS-ON EXERCISES 3
SUBTOTALS AND OUTLINES 330 PivotTable Options 364
Subtotaling Data 330 DATA MODELING AND PIVOTCHARTS 369
Grouping and Ungrouping Data 333 Creating a Data Model 369
HANDS-ON EXERCISES 1 Creating a PivotChart 372
Subtotals and Outlines 335 HANDS-ON EXERCISES 4
PIVOTTABLE BASICS 339 Data Modeling and PivotCharts 374
Creating a PivotTable 339 CHAPTER OBJECTIVES REVIEW 379
Modifying a PivotTable 343 KEY TERMS MATCHING 381
HANDS-ON EXERCISES 2 MULTIPLE CHOICE 382
PivotTable Basics 350 PRACTICE EXERCISES 384
PIVOTTABLE OPTIONS 355 MID-LEVEL EXERCISES 389
Filtering and Slicing a PivotTable 355 BEYOND THE CLASSROOM 392
Creating a Calculated Field 359 CAPSTONE EXERCISE 393
Changing the PivotTable Design 362
Contents ix
■ CHAPTER EIGHT Statistical Functions: Analyzing Statistics 510
CASE STUDY EDUCATION EVALUATION 510 INFERENTIAL STATISTICS 534
MATH AND STATISTICAL FUNCTIONS 512 Loading the Analysis ToolPak 534
Using Conditional Math and Statistical Performing Analysis Using the Analysis ToolPak 535
Functions 512 Creating a Forecast Sheet 538
Calculating Relative Standing with Statistical HANDS-ON EXERCISES 3
Functions 516 Inferential Statistics 540
HANDS-ON EXERCISES 1 CHAPTER OBJECTIVES REVIEW 545
Math and Statistical Functions 520 KEY TERMS MATCHING 546
DESCRIPTIVE STATISTICAL FUNCTIONS 525 MULTIPLE CHOICE 547
Measuring Central Tendency 525 PRACTICE EXERCISES 548
HANDS-ON EXERCISES 2 MID-LEVEL EXERCISES 552
Descriptive Statistical Functions 531 BEYOND THE CLASSROOM 555
CAPSTONE EXERCISE 556
■ CHAPTER TEN Imports, XML, and Power Add-Ins: Managing Data 616
CASE STUDY STOCK ANALYSIS 616 HANDS-ON EXERCISES 3
EXTERNAL DATA 618 XML 642
Importing Data from External Sources 618 POWER ADD-INS 644
Managing Connections 624 Using Power Pivot Functionality 644
HANDS-ON EXERCISES 1 Importing Data with Power Query 646
External Data 627 Visualizing Data with Power View 648
TEXT MANIPULATION 630 HANDS-ON EXERCISES 4
Converting Text to Columns 630 Power Add-Ins 650
Manipulating Text with Functions 631 CHAPTER OBJECTIVES REVIEW 656
Using Flash Fill 633 KEY TERMS MATCHING 657
HANDS-ON EXERCISES 2 MULTIPLE CHOICE 658
Text Manipulation 634 PRACTICE EXERCISES 659
XML 638 MID-LEVEL EXERCISES 664
Understanding XML Syntax 638 BEYOND THE CLASSROOM 666
Importing XML Data into Excel 640 CAPSTONE EXERCISE 667
x Contents
■ CHAPTER ELEVEN ollaboration and Workbook Distribution:
C
Sharing Data with Others 670
CASE STUDY MARCHING BAND SENIOR DINNER 670 HANDS-ON EXERCISES 3
WORKBOOK CUSTOMIZATION 672 Workbook Information 709
Customizing Excel Options 672 WORKBOOK DISTRIBUTION 713
Changing Properties 677 Saving a Workbook in Different Formats 713
HANDS-ON EXERCISES 1 Sending a Workbook to Others 715
Workbook Customization 680 HANDS-ON EXERCISES 4
COLLABORATION 683 Workbook Distribution 719
Inserting Comments 683 CHAPTER OBJECTIVES REVIEW 722
Sharing and Merging Workbooks 686 KEY TERMS MATCHING 724
Tracking Changes 690 MULTIPLE CHOICE 725
HANDS-ON EXERCISES 2 PRACTICE EXERCISES 726
Collaboration 694 MID-LEVEL EXERCISES 730
WORKBOOK INFORMATION 701 BEYOND THE CLASSROOM 733
Checking for Issues 701 CAPSTONE EXERCISE 734
Protecting a Workbook 705
GLOSSARY 807
INDEX 817
Contents xi
Acknowledgments
The Exploring team would like to acknowledge and thank all the reviewers who helped us throughout the years by providing us with their
invaluable comments, suggestions, and constructive criticism.
xii Acknowledgments
Frank Lucente Jill Young Linda Johnsonius
Westmoreland County Community College Southeast Missouri State University Murray State University
G. Jan Wilms Jim Chaffee Linda Lau
Union University The University of Iowa Tippie College of Longwood University
Business Linda Theus
Gail Cope
Sinclair Community College Joanne Lazirko Jackson State Community College
University of Wisconsin–Milwaukee Linda Williams
Gary DeLorenzo
California University of Pennsylvania Jodi Milliner Marion Technical College
Kansas State University Lisa Miller
Gary Garrison
Belmont University John Hollenbeck University of Central Oklahoma
Blue Ridge Community College Lister Horn
Gary McFall
Purdue University John Seydel Pensacola Junior College
Arkansas State University Lixin Tao
George Cassidy
Sussex County Community College Judith A. Scheeren Pace University
Westmoreland County Community College Loraine Miller
Gerald Braun
Xavier University Judith Brown Cayuga Community College
The University of Memphis Lori Kielty
Gerald Burgess
Western New Mexico University Juliana Cypert Central Florida Community College
Tarrant County College Lorna Wells
Gladys Swindler
Fort Hays State University Kamaljeet Sanghera Salt Lake Community College
George Mason University Lorraine Sauchin
Hector Frausto
California State University Karen Priestly Duquesne University
Los Angeles Northern Virginia Community College Lucy Parakhovnik
Heith Hennel Karen Ravan California State University, Northridge
Valencia Community College Spartanburg Community College Lynn Keane
Henry Rudzinski Karen Tracey University of South Carolina
Central Connecticut State University Central Connecticut State University Lynn Mancini
Irene Joos Kathleen Brenan Delaware Technical Community College
La Roche College Ashland University Mackinzee Escamilla
Iwona Rusin Ken Busbee South Plains College
Baker College; Davenport University Houston Community College Marcia Welch
J. Roberto Guzman Kent Foster Highline Community College
San Diego Mesa College Winthrop University Margaret McManus
Jacqueline D. Lawson Kevin Anderson Northwest Florida State College
Henry Ford Community College Solano Community College Margaret Warrick
Jakie Brown Jr. Kim Wright Allan Hancock College
Stevenson University The University of Alabama Marilyn Hibbert
James Brown Kristen Hockman Salt Lake Community College
Central Washington University University of Missouri–Columbia Mark Choman
James Powers Kristi Smith Luzerne County Community College
University of Southern Indiana Allegany College of Maryland Maryann Clark
Jane Stam Laura Marcoulides University of New Hampshire
Onondaga Community College Fullerton College Mary Beth Tarver
Janet Bringhurst Laura McManamon Northwestern State University
Utah State University University of Dayton Mary Duncan
Jean Welsh Laurence Boxer University of Missouri–St. Louis
Lansing Community College Niagara University Melissa Nemeth
Jeanette Dix Leanne Chun Indiana University-Purdue University
Ivy Tech Community College Leeward Community College Indianapolis
Jennifer Day Lee McClain Melody Alexander
Sinclair Community College Western Washington University Ball State University
Jill Canine Linda D. Collins Michael Douglas
Ivy Tech Community College Mesa Community College University of Arkansas at Little Rock
Acknowledgments xiii
Michael Dunklebarger Richard Cacace Sue A. McCrory
Alamance Community College Pensacola Junior College Missouri State University
Michael G. Skaff Richard Hewer Sumathy Chandrashekar
College of the Sequoias Ferris State University Salisbury University
Michele Budnovitch Richard Sellers Susan Fuschetto
Pennsylvania College of Technology Hill College Cerritos College
Mike Jochen Rob Murray Susan Medlin
East Stroudsburg University Ivy Tech Community College UNC Charlotte
Mike Michaelson Robert Banta Susan N. Dozier
Palomar College Macomb Community College Tidewater Community College
Mike Scroggins Robert Dus̆ek Suzan Spitzberg
Missouri State University Northern Virginia Community College Oakton Community College
Mimi Spain Robert G. Phipps Jr. Suzanne M. Jeska
Southern Maine Community College West Virginia University County College of Morris
Muhammed Badamas Robert Sindt Sven Aelterman
Morgan State University Johnson County Community College Troy University
NaLisa Brown Robert Warren Sy Hirsch
University of the Ozarks Delgado Community College Sacred Heart University
Nancy Grant Rocky Belcher Sylvia Brown
Community College of Allegheny County– Sinclair Community College Midland College
South Campus Roger Pick Tanya Patrick
Nanette Lareau University of Missouri at Kansas City Clackamas Community College
University of Arkansas Community Ronnie Creel Terri Holly
College–Morrilton Troy University Indian River State College
Nikia Robinson Rosalie Westerberg Terry Ray Rigsby
Indian River State University Clover Park Technical College Hill College
Pam Brune Ruth Neal Thomas Rienzo
Chattanooga State Community College Navarro College Western Michigan University
Pam Uhlenkamp Sandra Thomas Tina Johnson
Iowa Central Community College Troy University Midwestern State University
Patrick Smith Sheila Gionfriddo Tommy Lu
Marshall Community and Technical College Luzerne County Community College Delaware Technical Community College
Paul Addison Sherrie Geitgey Troy S. Cash
Ivy Tech Community College Northwest State Community College Northwest Arkansas Community College
Paula Ruby Sherry Lenhart Vicki Robertson
Arkansas State University Terra Community College Southwest Tennessee Community
Peggy Burrus Sophia Wilberscheid Vickie Pickett
Red Rocks Community College Indian River State College Midland College
Peter Ross Sophie Lee Weifeng Chen
SUNY Albany California State University, California University of Pennsylvania
Philip H. Nielson Long Beach Wes Anthony
Salt Lake Community College Stacy Johnson Houston Community College
Philip Valvalides Iowa Central Community College William Ayen
Guilford Technical Community College Stephanie Kramer University of Colorado at Colorado Springs
Ralph Hooper Northwest State Community College Wilma Andrews
University of Alabama Stephen Z. Jourdan Virginia Commonwealth University
Ranette Halverson Auburn University at Montgomery Yvonne Galusha
Midwestern State University Steven Schwarz University of Iowa
Richard Blamer Raritan Valley Community College
John Carroll University
xiv Acknowledgments
Special thanks to our content development and technical team:
Acknowledgments xv
Preface
The Exploring Series and You
Exploring is Pearson’s Office Application series that requires students like you to think “beyond the point
and click.” In this edition, we have worked to restructure the Exploring experience around the way you,
today’s modern student, actually use your resources.
The goal of Exploring is, as it has always been, to go farther than teaching just the steps to accomplish
a task—the series provides the theoretical foundation for you to understand when and why to apply a
skill. As a result, you achieve a deeper understanding of each application and can apply this critical
thinking beyond Office and the classroom.
xvi Preface
Key Features
The How/Why Approach helps students move beyond the point and click to a true understanding of
how to apply Microsoft Office skills.
• White Pages/Yellow Pages clearly distinguish the theory (white pages) from the skills covered in
the Hands-On Exercises (yellow pages) so students always know what they are supposed to be doing
and why.
• Case Study presents a scenario for the chapter, creating a story that ties the Hands-On Exercises
together.
• Hands-On Exercise Videos are tied to each Hands-On Exercise and walk students through the
steps of the exercise while weaving in conceptual information related to the Case Study and the
objectives as a whole.
The Outcomes focus allows students and instructors to know the higher-level learning goals and how
those are achieved through discreet objectives and skills.
• Outcomes presented at the beginning of each chapter identify the learning goals for students and
instructors.
• Enhanced Objective Mapping enables students to follow a directed path through each chapter,
from the objectives list at the chapter opener through the exercises at the end of the chapter.
• Objectives List: This provides a simple list of key objectives covered in the chapter. This includes
page numbers so students can skip between objectives where they feel they need the most help.
• Step Icons: These icons appear in the white pages and reference the step numbers in the Hands-
On Exercises, providing a correlation between the two so students can easily find conceptual help
when they are working hands-on and need a refresher.
• Quick Concepts Check: A series of questions that appear briefly at the end of each white
page section. These questions cover the most essential concepts in the white pages required for
students to be successful in working the Hands-On Exercises. Page numbers are included for easy
reference to help students locate the answers.
• Chapter Objectives Review: Appears toward the end of the chapter and reviews all important
concepts throughout the chapter. Newly designed in an easy-to-read bulleted format.
• MOS Certification Guide for instructors and students to direct anyone interested in prepping for
Watch the Video the MOS exam to the specific locations to find all content required for the test.
for this Hands-
On Exercise!
End-of-Chapter Exercises offer instructors several options for assessment. Each chapter has
approximately 11–12 exercises ranging from multiple choice questions to open-ended projects.
• Multiple Choice, Key Terms Matching, Practice Exercises, Mid-Level Exercises, Beyond
ANALYSIS the Classroom Exercises, and Capstone Exercises appear at the end of all chapters.
CASE • Enhanced Mid-Level Exercises include a Creative Case (for PowerPoint and Word), which
allows students some flexibility and creativity, not being bound by a definitive solution, and an
CREATIVE Analysis Case (for Excel and Access), which requires students to interpret the data they are
CASE using to answer an analytic question, as well as Discover Steps, which encourage students to
use Help or to problem-solve to accomplish a task.
• Application Capstone exercises are included in the book to allow instructors to test students on
HOE1 Training Grader
the entire contents of a single application.
• Solution Files with Scorecards assist with grading the Hands-On Exercises and end-of-chapter
exercises.
• Prepared Exams allow instructors to assess all skills covered in a chapter with a single project.
• Rubrics for Mid-Level Creative Cases and Beyond the Classroom Cases in Microsoft Word format
enable instructors to customize the assignments for their classes.
• PowerPoint Presentations with notes for each chapter are included for out-of-class study or
review.
• Multiple Choice, Key Term Matching, and Quick Concepts Check Answer Keys
• Scripted Lectures offer an in-class lecture guide for instructors to mirror the Hands-On Exercises.
• Syllabus Templates
• Outcomes, Objectives, and Skills List
• Assignment Sheet
• File Guide
Student Resources
Student Data Files
Access your student data files needed to complete the exercises in this textbook at
www.pearsonhighered.com/exploring.
Available in MyITLab
• Hands-On Exercise Videos allow students to review and study the concepts taught in the Hands-
On Exercises.
• Audio PowerPoints provide a lecture review of the chapter content, and include narration.
• Multiple Choice quizzes enable you to test concepts you have learned by answering auto-graded
questions.
• Book-specific 1:1 Simulations allow students to practice in the simulated Microsoft Office 2016
environment using hi-fidelity, HTML5 simulations that directly match the content in the Hands-On
Exercises.
• eText available in some MyITLab courses and includes links to videos, student data files, and other
learning aids.
• Book-specific 1:1 Grader Projects allow students to complete end-of-chapter Capstone Exercises
live in Microsoft Office 2016 and receive immediate feedback on their performance through various
reports.
xviii Resources
(ex•ploring)
S E RIE S
Microsoft
®
OBJECTIVES & SKILLS: After you read this chapter, you will be able to: