excell 2007

In this section you will learn how to:Change your user nameChange the colour schemeSet formula optionsChange the default font and file formatUse Office DiagnosticsCheck for updatesDownload and use the Excel viewerStart Excel when Windows starts

SECTION 1: Advanced Topics

There are many behind-the-scenes setup options available for you to use in Excel. In this lesson you will learn how to modify the look and feel of Excel as well as some default operations.

Lesson 1.1: Setting Options

Changing your User NameExcel options Popular tab


Changing your Default FontChange will apply to all new Excel files


Changing Default File FormatExcel options Save tab


Setting Formula OptionsControl default calculation options, AutoComplete options, error checking, etc.


Changing Interface AppearancePopular tab Top options for working with Excel


All programs need an operating system to function. This lesson will focus on using and maintaining Excel in the Windows environment.

Lesson 1.2: Excel & Windows

Searching for DocumentsSearch on your computer or network


Using Office DiagnosticsChecks hardware & software for trouble


Checking for UpdatesConnects to Office Online


Starting Excel on Windows BootPaste Excel icon into Startup folder


If you receive an Excel file but do not have Excel installed on your computer, use Excel viewer as a method of viewing the file and contents.

Lesson 1.3: Excel Viewer

What is the Excel Viewer?Stand-alone program to view Excel files


Downloading the Excel ViewerNavigate to Office Online


Using Excel ViewerOpen program, File Open


In this section you will learn about:Relative and absolute cell referencesBasic mathematical operatorsFormulas with multiple cell referencesFixing errorsUsing FunctionsUsing the IF functionFinding the right functionWorking with range namesArray formulas

SECTION 2: Functions/Formulas

Excel makes it easy to organize data, but much more functionality is available by using functions to perform operations on your data.

Lesson 2.1: Using Formulas

Relative and Absolute ReferencesUse $ to lock the row/column reference


Basic Mathematical OperatorsControl order of operations with ( )


Formulas w/Many ReferencesUse ( and ) to control operations


Fixing Formula ErrorsExcel alerts you to errors it encounters


Displaying and Printing FormulasExcel options; lets you proof the math


A variety of pre-made formulas are available to use in Excel. Just pick your formula and enter the data when prompted!

Lesson 2.2: Explore Functions

What are Functions?Tools for performing mathematical or logical testsFinancial, Logical, Text, Date & Time, Lookup & Reference, Math & Trig, Database, Statistical, Engineering, Cube


Finding the Right FunctionKeyword search or browse library


Some Useful & Simple FunctionsSUMIF, AVERAGE, MIN/MAX


In this section you will become familiar with conditional functions and nested functions. You will also become more familiar with the specialty functions in Excel, such as statistical functions.

Lesson 2.3: Using Functions

Inserting FunctionsType into formula bar or use command


Using Functions and AutoFill for Difficult CalculationsSelect statistical function for complex problems


Using the IF FunctionPerform test, then assign value / perform actionIF (A1

Working with Nested FunctionsFunctions inside other functions


Large spreadsheets become much more manageable when large chunks of data can be referred to by name. Makes working with others easier; Test_Results is much more meaningful than D5:D22.

Lesson 2.4: Names & Ranges

What are Range Names?A block of adjacent cells is named


Defining and Using Range NamesSelect group and name


Select Nonadjacent RangesHold Ctrl key and select smaller ranges


Using AutoCalculateCalculations done by Excel on range of data


Array formulas are available to work on large blocks of data. Regular formulas and array formulas can be combined together in your spreadsheet.

Lesson 2.5: Array Formulas

What are Array Formulas?Operations done on two or more adjacent cells


Using Basic Array FormulasCell references are replaced by ranges


Functions with Array FormulasUse ranges in place of cell references


Using IF Function in Array FormulaUse array reference in formula with { }


In this section you will learn how to:Create, use, and modify tablesWork with the total rowAdd fields (columns) and records (rows)Delete recordsSort entriesUse AutoFilterUse wildcard charactersValidate dataWork with database functions

SECTION 3: Managing Tables

Because of the row structure of a spreadsheet, Excel can be used like a basic database program. Tables are used on ranges of data to help manage the data as a whole.

Lesson 3.1: Working w/Tables

What is a Table?Adjacent columns of data with heading


Creating TablesHome ribbon Format as Table


Modifying TablesColors, ranges, size, etc. thru Design ribbon


What is the Total Row?Appears at bottom of table


When dealing with a database, it is useful to think of columns as fields and rows as records. You will add fields and records to a table to treat it as a small database.

Lesson 3.2: Records & Fields

What are Records and Fields?Record is entire row, field is one element of a row


Add Fields by Inserting ColumnsRight-click column header, click Insert


Add Records by Inserting RowsRight-click row heading, click Insert


Quickly Adding Records Press Enter after typing in bottom cell


Deleting Records or Fields Right-click cell, click Delete


Tables are designed to manage and quickly retrieve data. In this lesson you will learn about some of these sorting and filtering tools.

Lesson 3.3: Tables & Filters

Sorting Data in a TableClick pull-down arrow beside heading


What is an AutoFilter?Filter that operates based on user input


Custom AutoFiltersChoose Custom Filter from pull-down arrow, enter criteria


Using an Advanced FilterDefine a range of custom search criteria


Copying Filtered RecordsCopy filtered records to show before & after scenarios


You know that you can create tables of data in Excel and use filters. In this lesson you will learn how to apply advanced filters, use wildcards, validate data, and use database functions.

Lesson 3.4: Excel as Database

Filter with Wildcard CharactersTo represent unknown/missing chars., ? for single character


Validating your DataValidation rules ensure data consistency


What are Database Functions?Specific to database use and involve conditional searching


**Should be done for each primary user of a PC.*Excel options Popular tab.*Many new visual upgrades wont work with older versions, but core numerical data is preserved.*Formulas pane of Excel options.*Popular page of Excel options.*Excel 2007 uses *.xlsx, Excel 97-2003 use *.xls.Click All files and folders in diagram.*Internet connection is recommended to check for online solutions, but not required.*Keep protected against vulnerabilities in Excel.*Normally this folder has the path C:\Documents and Settings\All Users\Start Menu\Programs\Startup or C:\Windows\Start Menu\Programs\Startup. **Available free of charge. Once downloaded, double-click installer (xlsviewer.exe) to install and run the program.*The viewer lets you use Find and Go To, as well as AutoFilter. You can arrange windows, browse different worksheets, and print both data and charts. All other editing functionality must be done in Excel.**Can lock either row, column, or both.*Refer to BEDMAS order of operations Brackets, exponents, division, multiplication, addition, subtraction*Can still lock rows/columns here*Will appear immediately after calculation.*Use to make sure the formulas are accurate in what they are referencing. *Pop-up tip will appear showing the input format. Note that sometimes not all arguments are required in a formula.*Every field is described as well as an example available using the blue link at the bottom.*Nest functions as much as you like, just make sure that all open parenthesis are closed in the right place.*Scope of name can be for entire workbook or just the sheet containing the range.*Right click the Status bar to show many more AutoCalculate options.*Array formula MUST be enclosed in {curly braces}.*You can see that each number in the original block has been divided by three and added to 100 before being entered into the second block. You can also see the curly braces around the formula displayed in the formula bar. Every time you enter or edit an array formula you must press Ctrl + Shift + Enter to ensure that Excel recognizes it as an array formula.*You can see the formula for cell H2 in the formula bar. The formula uses the AVERAGE function, a calculation involving a nested PI function [^2*PI ()], and is enclosed in { }, making it an array formula. (Note: The parentheses are required after the text PI for Excel to recognize it as the PI function.) Cell J2 contains the exact same formula except there are no curly braces. This results in an error.*Nesting functions is no problem, just remember the curly braces.**Many quick filtering options available by the pull-down arrow, discussed later.*Choose any of the color and style schemes, will not affect the functionality of the table.*Number of automatic calculations available.*Record is Row 3, field is a single cell.*Table will continue to expand downward as necessary.*Delete the entire column or row with this command.*Invoice total was the pull-down arrow clicked in the above diagram.Choose ascending or descending order, or filter by name (ex all fields with $2,000.00 in the field).*This table has three Berts. AutoFilter can adjust to show only the stats of the Berts or any other person, or any combination of people.*Design a filter based on your own logical input.*Use when you want to include many different logical inputs, more than would fit in the dialogue on the previous slide.*Custom filter in G2 was used to filter those under 70 inches in height, filter results are placed elsewhere on the sheet instead of over the original table.**Prevents negative data from being inserted, for example.*Functions here allow tables in Excel to be treated like a basic database.