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Excel 2003 Introduction (2 days)

 

This course is designed to help you to obtain the basic skills required to create and use a spreadsheet using Microsoft Excel. You will learn to enter and edit data, create formulas, format elements of a worksheet, and insert charts. 

Target audience

Those wanting to obtain basic skills in using a spreadsheet, such as updating data, applying formatting, printing, and making simple calculations.  Ideally, you will have completed the course "Microsoft Office 2003 and Windows XP Introduction".  You should be able to use Microsoft Windows and basic functions in Office to start an application, get help, and open, close, and save files.

Course overview:

What is Excel?

·Understand the functions of spreadsheet application
·Recognise the different elements of the Excel screen

Creating a Workbook Create a new workbook

·Move around the worksheet using the mouse and keyboard
·Select cells using the mouse and the keyboard
·Use zoom to view a worksheet at different magnification
·Use Undo and Redo

 

Entering and Editing Data Enter text, values, and dates in cells

·Edit cell contents
·Print a single copy of a worksheet

 

Creating a Formula Understand what a formula is and how to create simple calculations

·Use AutoSum
·Enter a formula by typing or by using the Formula bar
·Enter a range within a formula using the mouse
·Use relative and absolute cell references

 

Moving and Copying Data Use the AutoFill tool

·Create a custom list
·Use Drag-and-Drop to move or copy cell contents
·Move, copy, and paste data using the Windows Clipboard

 

Editing a Formula Create a formula using functions

·Revise a formula
·Use Insert Function
·Use basic arithmetic functions (SUM, AVERAGE, COUNT, MIN, MAX)
·Recognise and resolve common error messages
·Interpret spreadsheet data

 

Formatting Cell Values Apply value formats (currency, percent, date, comma)

·Adjust the decimal place
·Change the currency symbol
·Apply other formats (accounting, time, text, general)

 

Formatting Cell Contents Apply font styles (typeface, size, colour, enhancements)

·Modify the alignment and orientation of cell contents
·Merge and unmerge cells (to centre headings across columns)
·Indent text in a cell
·Use the Format Painter to copy cell formats
·Clear cell contents or formats

 

Structuring a Worksheet Modify the size of columns and rows

·Insert and delete rows and columns
·Insert and delete selected cells

 

Page Layout Change paper size and orientation

·Set page margins and alignment
·Scale print output to fit a defined number of pages
·Print column and row titles and set other options
·View a worksheet in Print Preview
·Change margin and column widths in Print Preview
·Insert and remove a page break
·Set up headers and footers
·Add fields in headers and footers (page number, date/time, file information)

 

Printing Worksheets and Workbooks Print a worksheet

·Print a workbook (all sheets in book)
·Display formulas in worksheet cells
·Print a range of cells
·Set, print, and clear a print area
·Print a group of worksheets
·Print to a file

 

Creating a Chart Use the Chart Wizard to create different chart types

·Reposition, resize, and delete a chart
·Change the chart type
·Preview and print a chart
·Move and copy a chart

 

Excel 2003 Intermediate (2 days)

 

This course is designed to help you to develop your skills in using the spreadsheet tool Microsoft Excel. You will learn to use more advanced functions and create more complex formulas. You will learn to manage and link together multiple worksheets.  You will also learn to apply more advanced formatting to charts and use basic reviewing tools, such as the spelling checker and comments.

 

Target Audience

Those wanting to develop their skills in using Excel to design spreadsheets to solve basic accounting and data analysis tasks.  Ideally, you will have completed the course "Microsoft Excel 2003 Introduction".  You should be able to use Microsoft Excel to create, edit, format, and print a spreadsheet incorporating simple formulas and charts.

 

Course overview:

Data Lists

·Create a data list
·Use a form to view, sort, and enter records
·Perform single and multi-level sorts
·Filter a list using AutoFilter

 

Borders and Shading

·Apply cell borders and shading
·Apply AutoFormat

 

Viewing a Large Worksheet

·Go To a specific cell or named range
·Split a worksheet into different viewing panes
·Freeze and unfreeze panes as worksheet titles
·View a workbook in multiple windows
·Hide and unhide rows and columns
·Hide and unhide worksheets and workbooks

 

Managing Worksheets

·Switch between worksheets
·Enter and edit data on multiple worksheets
·Copy data between worksheets and workbooks
·Insert and delete worksheets
·Move and copy a worksheet
·Rename a worksheet
·Change the colour of a worksheet tab

 

Logical and Nested Functions

·Use the IF, AND, OR, and NOT functions in formulas
·Use nested functions

 

Financial Functions

·Use financial functions (PMT, FV, PV, NPV, RATE, IRR, SLN)

 

String, Date, and Time Functions

·Join strings (CONCATENATE, &)
·Extract text from a string (LEFT, RIGHT, MID)
·Change case (UPPER, LOWER, PROPER)
·Find and replace text within a string (FIND, REPLACE, SUBSTITUTE, TRIM, CLEAN, LEN)
·Convert between text and number values (TEXT, VALUE, FIXED, DOLLAR)
·Insert specific characters from the Windows character set (CHAR, CODE)
·Enter the date and time using functions (TODAY, NOW, DATE, TIME)
·Return selected parts of a date or time value (YEAR, MONTH, DAY, HOUR, MINUTE, SECOND)
·Perform calculations using date/time values
·Use other date functions (NETWORKDAYS, WEEKDAYS, WEEKNUM)

 

Statistical Functions Use counting functions

·Use averaging functions
·Use other statistical functions (MIN, MAX, MEDIAN, MODE, STDEV)

 

Creating and Applying Styles Define a style

·Apply a style to worksheet cells
·Remove a style from cells
·Modify an existing style
·Copy styles between workbooks

 

Proofing Tools

·Use AutoCorrect
·Use Find and Replace
·Check spelling across the worksheet

 

Adding Comments

·Add a comment
·Review, edit, and delete comments
·Print comments

 

Formatting a Chart

·Add, remove, move, resize, and modify chart elements (titles, labels, legend, axes, gridlines)
·Format chart elements (borders, patterns, font, values)
·Format chart axes (number format, text, line width)
·Format data series (scale, shading, spacing, width)

 

Inserting Pictures and Clip Art

·Understand Object Linking and Embedding
·Insert a Clip Art object
·Insert a picture from a file
·Insert a Print Screen graphic
·Insert an image from a scanner or digital camera
·Modify a picture using the Picture toolbar
·Crop a picture

 

Distributing a Workbook

·Save a workbook as a plain text file
·Save a workbook for a different application
·Save a workbook as a template

 

Creating a Hyperlink

·Create a hyperlink to a file, place in a document, or place on the web
·Create an email hyperlink
·Use or modify a hyperlink in a worksheet


 

Excel 2003 Advanced (2 days)

 

Overview and objectives

This course is designed to help you to develop spreadsheets in which data on different sheets can
be linked, consolidated, summarised, and analysed using a variety of tools.  You will learn to apply different formatting options to sheets and charts and how to use LOOKUP functions to extract data from a table.  You will also learn to distribute data in different formats, such as publishing an interactive spreadsheet on the web.

 

Course overview:

·Application Options and File Properties
·View and change application options
·View and change workbook properties

 

Using Named Ranges

·Apply a name to a range of cells
·Apply a name to a constant value
·Modify and delete range names
·Print a list of range names
·Use a range names and labels in formulas
·Define and modify a list range

 

Custom Number and Conditional Formatting

·Use formatting options with Paste Special
·Create a custom number or date format
·Use scientific and fractional number formats
·Use conditional formatting

 

Linking Worksheets and Workbooks

·Create a formula to link worksheets and workbooks
·Consolidate data using 3D references in common functions
·Use Paste Special to link worksheets and workbooks
·Use Paste Special to manipulate data
·Manage and update linked workbooks

 

Consolidating Data

·Use Consolidate to summarise data in multiple lists

 

Summarising a List

·Extract data using advanced filters
·Group and subtotal data using the outlining tools
·Use Dfunctions to perform calculations on a data list

 

PivotTable and PivotChart Reports

·Create a PivotTable Report
·Modify PivotTable field layout
·Modify field settings and grouping intervals
·Use PivotTable AutoFormat
·Create a PivotChart Report

 

Lookup Functions

·Use VLOOKUP and HLOOKUP to get values from multi-column tables
·Sort values in rows or from left-to-right
·Use other lookup functions (LOOKUP, MATCH, INDEX, OFFSET)
·Prevent lookup errors

 

Customising a Chart

·Change the source data for a chart and modify data series
·Explode segments of a pie chart
·Insert an image into a chart
·Add a text box to a chart
·Store a custom chart as a chart template

 

Importing Text Data

·Import data from a text file

 

Inserting Spreadsheets and Charts

·Insert a worksheet from Microsoft Excel
·Insert a chart from Microsoft Excel

 

Publishing to a Web Page

·Save a worksheet or chart as a web page
·Use Web Page Preview

 

Working with Objects

·Select, position, and delete an object
·Resize an object
·Move or copy an object

 

Send mail to training@bradleycomputer.co.uk with questions or comments about this web site.
Last modified: 07/01/08