Microsoft EXCEL Training
Level 1
, Excel Training - Level 1
Introduction
In this introductory course to Excel, participants will explore Excel activities that go beyond the basic. After
successful completion of this session, participants can expect to have the skills required to work efficiently
in an existing worksheet and to also create new worksheets from a template and from scratch.
Topics Include
Create a basic worksheet by entering text, values, and formulas.
Change the appearance of worksheet data by using a variety of formatting techniques.
Create formulas by using some of Excel's built-in functions.
Filter and sort Excel data.
Plan, create and modify charts.
Prepare a document for printing by using a variety of printing options.
Prerequisite
Comfortable with Windows 7, or OSX
Platform
Windows, OSX
Software
Microsoft Excel 2013, Microsoft Excel 2010 (Windows)
Microsoft Excel 2011 (MAC)
Instructor
Anna Neagu – Application Support Consultant
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, Excel Training - Level 1
Table of Contents
1. Opening Excel .............................................................................................................................................. 5
2. Getting Started............................................................................................................................................. 5
2.1. The Excel Interface ............................................................................................................................... 6
2.1.1. The Application Window ............................................................................................................... 7
2.1.2. The Workbook Window................................................................................................................15
2.2. Creating and Opening Workbooks ....................................................................................................... 22
2.2.1. Create a new blank workbook ..................................................................................................... 22
2.2.2. Open an existing workbook ......................................................................................................... 23
2.2.3. Compatibility mode ..................................................................................................................... 25
2.3. Saving and Sharing Workbooks ............................................................................................................27
2.3.1. Save and Save As ..........................................................................................................................27
2.3.2. AutoRecover ............................................................................................................................... 28
2.3.3. Exporting workbooks................................................................................................................... 29
3. Cell Basics ...................................................................................................................................................31
3.1. Understanding Cells ............................................................................................................................. 31
3.2. Cell Content.........................................................................................................................................33
3.3. Find and Replace ................................................................................................................................ 39
4. Formatting Cells ......................................................................................................................................... 41
4.1. Font Formatting.................................................................................................................................. 42
4.2. Text Alignment ................................................................................................................................... 44
4.3. Cell borders and fill colors ................................................................................................................... 45
4.4. Cell styles ........................................................................................................................................... 47
4.5. Formatting text and numbers ............................................................................................................. 47
5. Modifying Columns, Rows and Cells ............................................................................................................ 49
5.1. Inserting, deleting, moving, and hiding rows and columns ....................................................................51
5.2. Wrapping text and merging cells ......................................................................................................... 55
6. Formulas and Functions............................................................................................................................... 57
6.1. Simple Formulas ..................................................................................................................................57
6.2. Complex Formulas .............................................................................................................................. 62
6.2.1. Relative and Absolute Cell References ......................................................................................... 63
6.2.2. Relative cell references ............................................................................................................... 63
6.2.3. Absolute cell references .............................................................................................................. 66
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, Excel Training - Level 1
6.3. Functions............................................................................................................................................ 67
6.3.1. Creating a function...................................................................................................................... 69
6.3.2. The Function Library .................................................................................................................... 71
6.3.3. The Insert Function command ..................................................................................................... 74
7. Working with Data...................................................................................................................................... 80
7.1 Freezing Panes and View Options ........................................................................................................ 80
7.2 Sorting Data........................................................................................................................................ 81
7.3 Filtering Data ...................................................................................................................................... 83
8. Working with Charts ................................................................................................................................... 84
8.1. Understanding charts ......................................................................................................................... 84
8.2. Chart layout and style ......................................................................................................................... 85
8.3. Other chart options .............................................................................................................................87
9. Printing Workbooks .................................................................................................................................... 89
9.1. Choosing a print area .......................................................................................................................... 90
9.2. Fitting and scaling content .................................................................................................................. 93
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Level 1
, Excel Training - Level 1
Introduction
In this introductory course to Excel, participants will explore Excel activities that go beyond the basic. After
successful completion of this session, participants can expect to have the skills required to work efficiently
in an existing worksheet and to also create new worksheets from a template and from scratch.
Topics Include
Create a basic worksheet by entering text, values, and formulas.
Change the appearance of worksheet data by using a variety of formatting techniques.
Create formulas by using some of Excel's built-in functions.
Filter and sort Excel data.
Plan, create and modify charts.
Prepare a document for printing by using a variety of printing options.
Prerequisite
Comfortable with Windows 7, or OSX
Platform
Windows, OSX
Software
Microsoft Excel 2013, Microsoft Excel 2010 (Windows)
Microsoft Excel 2011 (MAC)
Instructor
Anna Neagu – Application Support Consultant
Page | 2
, Excel Training - Level 1
Table of Contents
1. Opening Excel .............................................................................................................................................. 5
2. Getting Started............................................................................................................................................. 5
2.1. The Excel Interface ............................................................................................................................... 6
2.1.1. The Application Window ............................................................................................................... 7
2.1.2. The Workbook Window................................................................................................................15
2.2. Creating and Opening Workbooks ....................................................................................................... 22
2.2.1. Create a new blank workbook ..................................................................................................... 22
2.2.2. Open an existing workbook ......................................................................................................... 23
2.2.3. Compatibility mode ..................................................................................................................... 25
2.3. Saving and Sharing Workbooks ............................................................................................................27
2.3.1. Save and Save As ..........................................................................................................................27
2.3.2. AutoRecover ............................................................................................................................... 28
2.3.3. Exporting workbooks................................................................................................................... 29
3. Cell Basics ...................................................................................................................................................31
3.1. Understanding Cells ............................................................................................................................. 31
3.2. Cell Content.........................................................................................................................................33
3.3. Find and Replace ................................................................................................................................ 39
4. Formatting Cells ......................................................................................................................................... 41
4.1. Font Formatting.................................................................................................................................. 42
4.2. Text Alignment ................................................................................................................................... 44
4.3. Cell borders and fill colors ................................................................................................................... 45
4.4. Cell styles ........................................................................................................................................... 47
4.5. Formatting text and numbers ............................................................................................................. 47
5. Modifying Columns, Rows and Cells ............................................................................................................ 49
5.1. Inserting, deleting, moving, and hiding rows and columns ....................................................................51
5.2. Wrapping text and merging cells ......................................................................................................... 55
6. Formulas and Functions............................................................................................................................... 57
6.1. Simple Formulas ..................................................................................................................................57
6.2. Complex Formulas .............................................................................................................................. 62
6.2.1. Relative and Absolute Cell References ......................................................................................... 63
6.2.2. Relative cell references ............................................................................................................... 63
6.2.3. Absolute cell references .............................................................................................................. 66
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, Excel Training - Level 1
6.3. Functions............................................................................................................................................ 67
6.3.1. Creating a function...................................................................................................................... 69
6.3.2. The Function Library .................................................................................................................... 71
6.3.3. The Insert Function command ..................................................................................................... 74
7. Working with Data...................................................................................................................................... 80
7.1 Freezing Panes and View Options ........................................................................................................ 80
7.2 Sorting Data........................................................................................................................................ 81
7.3 Filtering Data ...................................................................................................................................... 83
8. Working with Charts ................................................................................................................................... 84
8.1. Understanding charts ......................................................................................................................... 84
8.2. Chart layout and style ......................................................................................................................... 85
8.3. Other chart options .............................................................................................................................87
9. Printing Workbooks .................................................................................................................................... 89
9.1. Choosing a print area .......................................................................................................................... 90
9.2. Fitting and scaling content .................................................................................................................. 93
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