1. SECTION 1: File Tasks
In this section you will learn how to:
• Navigate, perform basic tasks, and change views with My Computer
• Use the My Places Toolbar
• Use File Formats
• Use File Properties
• Use AutoRecover
• Upgrade a workbook
• Open and use a template
• Download a template
• Create a new template

2. Lesson 1.1: Using My Comp.
It is imperative you know how to access
the different places on your computer in
order to extract the information you
need. The Open dialogue box in Excel
(and many other programs) helps you
find files.

3. Lesson 1.1: Using My Comp.
Using the My Places Toolbar
Quick links to places on your computer

4. Lesson 1.1: Using My Comp.
Navigating with My Computer
Different drives, basic nav. buttons

5. Lesson 1.1: Using My Comp.
Performing Basics Tasks
Delete, rename files and folders

6. Lesson 1.1: Using My Comp.
Changing Views
See more/less files at once

7. Lesson 1.2: Saving your Files
Nearly everything you do will result in a
saved file. You will learn about
AutoRecover, file properties, and file
formats in this section.

8. Lesson 1.2: Saving your Files
File Formats
Each file type has a different extension

9. Lesson 1.2: Saving your Files
File Properties
Right-click to modify
properties

10. Lesson 1.2: Saving your Files
AutoRecover
Saves your work every 10 minutes

11. Lesson 1.2: Saving your Files
Upgrading a Workbook
Upgrade Excel 97-2003  Excel 2007

12. Lesson 1.3: Using Templates
The majority of spreadsheets you will use
have a template to get you started. Excel
lets you modify and create templates too.

13. Lesson 1.3: Using Templates
Opening a Template
Office Menu  New

14. Lesson 1.3: Using Templates
Downloading a Template
Downloaded from Office Online

15. Lesson 1.3: Using Templates
Using a Template
Enter data as normal; Excel will format
accordingly

16. Lesson 1.3: Using Templates
Creating a Template
Customize, save file as template

17. SECTION 2: Functions/Formulas
In this section you will learn about:
• Relative and absolute cell references
• Basic mathematical operators
• Formulas with multiple cell references
• Fixing errors
• Using Functions
• Using the IF function
• Finding the right function
• Working with range names
• Array formulas

18. Lesson 2.1: Using Formulas
Excel makes it easy to organize data, but
much more functionality is available by
using functions to perform operations on
your data.

19. Lesson 2.1: Using Formulas
Relative and Absolute References
Use $ to ‘lock’ the row/column reference

20. Lesson 2.1: Using Formulas
Basic Mathematical Operators
Control order of operations with ( )

21. Lesson 2.1: Using Formulas
Formulas w/Many References
Use ( and ) to control operations

22. Lesson 2.1: Using Formulas
Fixing Formula Errors
Excel alerts you to errors it encounters

23. Lesson 2.1: Using Formulas
Displaying and Printing Formulas
Excel options; lets you proof the math

24. Lesson 2.2: Explore Functions
A variety of pre-made formulas are
available to use in Excel. Just pick your
formula and enter the data when
prompted!

25. Lesson 2.2: Explore Functions
What are Functions?
Tools for performing mathematical or
logical tests
Financial, Logical, Text, Date & Time,
Lookup & Reference, Math & Trig,
Database, Statistical, Engineering, Cube

26. Lesson 2.2: Explore Functions
Finding the Right Function
Keyword search or browse library

27. Lesson 2.2: Explore Functions
Some Useful & Simple Functions
SUMIF, AVERAGE, MIN/MAX

28. Lesson 2.3: Using Functions
• 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.

29. Lesson 2.3: Using Functions
Inserting Functions
Type into formula bar or use command

30. Lesson 2.3: Using Functions
Using Functions and AutoFill for
Difficult Calculations
Select statistical function for complex
problems

31. Lesson 2.3: Using Functions
Using the IF Function
Perform test, then assign value / perform
action
IF (A1<=100, A1 * 0.5, C3 * 2)
If A1 <= 100 is true, A1 is divided by 2. If
A1 > 100, C3 is multiplied by 2.

32. Lesson 2.3: Using Functions
Working with Nested Functions
Functions inside other functions

33. Lesson 2.4: Names & Ranges
• 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.

34. Lesson 2.4: Names & Ranges
What are Range Names?
A block of adjacent cells is named

35. Lesson 2.4: Names & Ranges
Defining and Using Range Names
Select group and name

36. Lesson 2.4: Names & Ranges
Select Nonadjacent Ranges
Hold Ctrl key and select smaller ranges

37. Lesson 2.4: Names & Ranges
Using AutoCalculate
Calculations done by Excel on range of data

38. Lesson 2.5: Array Formulas
Array formulas are available to work on
large blocks of data. Regular formulas
and array formulas can be combined
together in your spreadsheet.

39. Lesson 2.5: Array Formulas
What are Array Formulas?
Operations done on two or more
adjacent cells

40. Lesson 2.5: Array Formulas
Using Basic Array Formulas
Cell references are replaced by ranges

41. Lesson 2.5: Array Formulas
Functions with Array Formulas
Use ranges in place of cell references

42. Lesson 2.5: Array Formulas
Using IF Function in Array Formula
Use array reference in formula with { }

43. SECTION 3: Managing Tables
In this section you will learn how to:
• Create, use, and modify tables
• Work with the total row
• Add fields (columns) and records (rows)
• Delete records
• Sort entries
• Use AutoFilter
• Use wildcard characters
• Validate data
• Work with database functions

44. Lesson 3.1: Working w/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.

45. Lesson 3.1: Working w/Tables
What is a Table?
Adjacent columns of data with heading

46. Lesson 3.1: Working w/Tables
Creating Tables
Home ribbon 
Format as Table

47. Lesson 3.1: Working w/Tables
Modifying Tables
Colors, ranges, size, etc. thru Design ribbon

48. Lesson 3.1: Working w/Tables
What is the Total Row?
Appears at bottom of table

49. Lesson 3.2: Records & Fields
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.

50. Lesson 3.2: Records & Fields
What are Records and Fields?
Record is entire row, field is one element
of a row

51. Lesson 3.2: Records & Fields
Add Fields by Inserting Columns
Right-click column header, click Insert

52. Lesson 3.2: Records & Fields
Add Records by Inserting Rows
Right-click row heading, click Insert

53. Lesson 3.2: Records & Fields
Quickly Adding Records
Press Enter after typing in bottom cell

54. Lesson 3.2: Records & Fields
Deleting Records or Fields
Right-click cell, click Delete

55. Lesson 3.3: Tables & Filters
Tables are designed to manage and
quickly retrieve data. In this lesson you
will learn about some of these sorting
and filtering tools.

56. Lesson 3.3: Tables & Filters
Sorting Data in a Table
Click pull-down arrow beside heading

57. Lesson 3.3: Tables & Filters
What is an AutoFilter?
Filter that operates based on user input

58. Lesson 3.3: Tables & Filters
Custom AutoFilters
Choose Custom Filter from pull-down
arrow, enter criteria

59. Lesson 3.3: Tables & Filters
Using an Advanced Filter
Define a range of custom search criteria

60. Lesson 3.3: Tables & Filters
Copying Filtered Records
Copy filtered records to show before &
after scenarios

61. Lesson 3.4: Excel as Database
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.

62. Lesson 3.4: Excel as Database
Filter with Wildcard Characters
To represent unknown/missing
chars., ? for single character

63. Lesson 3.4: Excel as Database
Validating your Data
Validation rules ensure data consistency

64. Lesson 3.4: Excel as Database
What are Database Functions?
Specific to database use and involve
conditional searching

65. SECTION 4: Enhancing Workbook
In this section you will learn how to:
• Insert special characters, symbols, shapes
• Change diagram types
• Incorporate text
• Add and edit WordArt
• Insert photo/diagram
• Add and create embedded objects

66. Lesson 4.1: Customize Workbook
• Excel includes many different tools to
enhance the look of a sheet of numbers.
• Using WordArt, special shapes, and
signature lines, make your spreadsheet
stand out if it will be displayed or
printed.

67. Lesson 4.1: Customize Workbook
Inserting Symbol or Special Char.
Mathematical, Latin, Cyrillic, Greek, etc.

68. Lesson 4.1: Customize Workbook
Adding and Editing Shapes
Choose Shape, then scale, rotate, skew, etc.

69. Lesson 4.1: Customize Workbook
Creating and Altering Diagrams
Effective in quickly conveying information

70. Lesson 4.1: Customize Workbook
Changing the Diagram Type
Right-click, Change Layout and choose new

71. Lesson 4.1: Customize Workbook
Incorporating Text
Click directly on object, type

72. Lesson 4.1: Customize Workbook
Adding a Signature Line
Add to printed document for approval

73. Lesson 4.2: Working w/Text Box
Add a text box to better drive a point,
explain a procedure, or outline some
other piece of information. Text boxes
are more versatile than simply typing and
formatting text in a cell.

74. Lesson 4.2: Working w/Text Box
Adding a Text Box
Click Text Box tool, click and drag

75. Lesson 4.2: Working w/Text Box
Selecting a Text Box
Select by clicking, perimeter & handles
will appear

76. Lesson 4.2: Working w/Text Box
Manipulating a Text Box
Click and drag handle, rotate

77. Lesson 4.2: Working w/Text Box
Formatting a Text Box
Double-click text box to show toolbar

78. Lesson 4.3: WordArt
• Create eye-catching graphics easily with
Excel.
• Add colors, styles, shading and more.

79. Lesson 4.3: WordArt
Adding WordArt to Spreadsheet
Choose style, click and drag box, type

80. Lesson 4.3: WordArt
Changing the Font Color
Select text, use tools in Format ribbon

81. Lesson 4.3: WordArt
Changing the Outline Color
Select text, use tools in Format ribbon

82. Lesson 4.3: WordArt
Adding Effects
Select text, use effects in Format ribbon

83. Lesson 4.4: ClipArt
ClipArt is a type of picture, diagram, or
illustration meant to enhance something.
For example, a small picture of a football
player could be included beside a sports
statistic spreadsheet. There are many
included with Office 2007 and thousands
more available online.

84. Lesson 4.4: ClipArt
Finding ClipArt
Click ClipArt icon and
search library

85. Lesson 4.4: ClipArt
Inserting ClipArt
Double-click art to add to spreadsheet

86. Lesson 4.4: ClipArt
Manipulating ClipArt
Click to select, click and drag handles to
size

87. Lesson 4.4: ClipArt
Inserting a Photographic Image
Click command, browse, insert, manipulate

88. Lesson 4.5: Using Objects
An object can be a file created by another
program that is inserted into a
spreadsheet. These include images, a
video, PowerPoint presentation, Word
document, etc.

89. Lesson 4.5: Using Objects
Creating New Embedded Objects
Click command, choose type, insert

90. Lesson 4.5: Using Objects
Embedding Existing Files
Click command, browse for file, insert

91. Lesson 4.5: Using Objects
Editing Embedded Objects
Double-click object, edit in native
program

92. Lesson 4.5: Using Objects
Embedding Parts of Files
Select source file material, Copy  Paste

93. SECTION 5: Finalizing Workbook
In this section you will learn how to:
• Protect a sheet and workbook
• Use the document inspector
• Use the compatibility inspector
• Mark a workbook as final
• Insert and modify Excel data in Word
• Link Excel data in Word
• Import objects from Access
• Publish as PDF
• Import data from external sources

94. Lesson 5.1: Protecting Workbook
• Excel features a few security measures
that can be taken against unauthorized
viewing or modification of a document.
• Excel can also protect your data on a
sheet by sheet basis.

95. Lesson 5.1: Protecting Workbook
Protecting your Workbook
Protect data and structure, apply
password if desired

96. Lesson 5.1: Protecting Workbook
Protecting your Worksheets
Prevent data loss and manipulation

97. Lesson 5.1: Protecting Workbook
Unlocking Cells
Give access only to certain cell(s)

98. Lesson 5.1: Protecting Workbook
Protecting your Excel Files
Full lock or read-only protection

99. Lesson 5.2: Finishing Workbook
If you are sharing your document with
others, you should be aware of the
metadata that is being sent. You can also
use other tools to ensure compatibility
with other versions of Microsoft Excel.

100. Lesson 5.2: Finishing Workbook
Using the Document Inspector
Checks for comments, personal info,
custom & invisible content, etc.

101. Lesson 5.2: Finishing Workbook
Using the Compatibility Checker
Check file for use on older Excel versions

102. Lesson 5.2: Finishing Workbook
Marking a Workbook as Final
Users can view but not modify

103. Lesson 5.3: Using Excel in Word
• Word is used for word processing, Excel
is commonly used for business data.
• Therefore, Excel and Word work
together to make your documents
informative and streamlined.

104. Lesson 5.3: Using Excel in Word
Inserting Excel Data in Word
Click Object command in Word, browse
for Excel file

105. Lesson 5.3: Using Excel in Word
Linking Excel Data in Word
Copy Excel data, use Paste Special in Word

106. Lesson 5.3: Using Excel in Word
Modifying Data after Insertion
Right-click  Worksheet Object  Edit

107. Lesson 5.3: Using Excel in Word
Insert Excel Chart into Word
Copy chart, Paste into Word

108. Lesson 5.4: Using Excel & Access
Spreadsheets organize, analyze, and
process data. Databases store, retrieve,
filter, and query data. However the two
programs are very similar in nature. In
this lesson you will learn how to use Excel
and Access together.

109. Lesson 5.4: Using Excel & Access
Linking Excel to Access DB
Use External Data commands in Access

110. Lesson 5.4: Using Excel & Access
Import Table, PivotTable, &
PivotChart Data from Access
External data command in Excel, select
file and input options

111. Lesson 5.4: Using Excel & Access
Transform Worksheet into DB
Import source data into Access

112. Lesson 5.5: Using Excel w/Programs
You now know how to use Excel data in
Word and Access. Excel data can also be
used in Outlook and file types can be
saved in many different formats.

113. Lesson 5.5: Using Excel w/Programs
Using Outlook to Send Excel Data
Send as attachment from Excel menu

114. Lesson 5.5: Using Excel w/Programs
Open Excel File in Diff. Format
Save file as different format

115. Lesson 5.5: Using Excel w/Programs
Import Data from Text File
Choose import options based on text info

116. Lesson 5.5: Using Excel w/Programs
Import from External Sources
Usually from external database servers

117. Lesson 5.5: Using Excel w/Programs
Publish as PDF
Choose option in Save As menu

118. Lesson 5.5: Using Excel w/Programs
Faxing a Workbook
Use Internet Faxing service to send file