Excel 2010 Advanced

Sample

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TABLE OF CONTENTS Preface .............................................................................................................................................. 3

What is Courseware? ................................................................................................................................ 3

How Do I Customize My Course? .............................................................................................................. 3

Materials Required ................................................................................................................................... 4

Maximizing Your Training Power .............................................................................................................. 5

Icebreakers ........................................................................................................................................ 6

Icebreaker: Friends Indeed ........................................................................................................................ 7

Training Manual Sample ..................................................................................................................... 8

Sample Module: Creating Pivot Tables ..................................................................................................... 9

Instructor Guide Sample ................................................................................................................... 15

Sample Module: Creating Pivot Tables ................................................................................................... 16

Quick Reference Sheets .................................................................................................................... 23

Certificate of Completion ................................................................................................................. 25

PowerPoint Sample .......................................................................................................................... 27

Full Course Table of Contents ........................................................................................................... 30

Preface

What is Courseware? Welcome to Corporate Training Materials, a completely new training experience!

Our courseware packages offer you top-quality training materials that are customizable, user-friendly, educational, and fun. We provide your materials, materials for the student, PowerPoint slides, and a take-home reference sheet for the student. You simply need to prepare and train!

Best of all, our courseware packages are created in Microsoft Office and can be opened using any version of Word and PowerPoint. (Most other word processing and presentation programs support these formats, too.) This means that you can customize the content, add your logo, change the color scheme, and easily print and e-mail training materials.

How Do I Customize My Course? Customizing your course is easy. To edit text, just click and type as you would with any document. This is particularly convenient if you want to add customized statistics for your region, special examples for your participants’ industry, or additional information. You can, of course, also use all of your word processor’s other features, including text formatting and editing tools (such as cutting and pasting).

To remove modules, simply select the text and press Delete on your keyboard. Then, navigate to the Table of Contents, right-click, and click Update Field. You may see a dialog box; if so, click “Update entire table” and press OK.

(You will also want to perform this step if you add modules or move them around.)

If you want to change the way text looks, you can format any piece of text any way you want. However, to make it easy, we have used styles so that you can update all the text at once.

If you are using Word 97 to 2003, start by clicking the Format menu followed by Styles and Formatting. In Word 2007 and 2010 under the Home tab, right-click on your chosen style and click Modify. That will then produce the Modify Style options window where you can set your preferred style options.

For example, if we wanted to change our Heading 1 style, used for Module Titles, this is what we would do:

Now, we can change our formatting and it will apply to all the headings in the document.

For more information on making Word work for you, please refer to Word 2007 or 2010 Essentials by Corporate Training Materials.

Materials Required All of our courses use flip chart paper and markers extensively. (If you prefer, you can use a whiteboard or chalkboard instead.)

We recommend that each participant have a copy of the Training Manual, and that you review each module before training to ensure you have any special materials required. Worksheets and handouts are included within a separate activities folder and can be reproduced and used where indicated. If you would like to save paper, these worksheets are easily transferrable to a flip chart paper format, instead of having individual worksheets.

We recommend these additional materials for all workshops:

• Laptop with projector, for PowerPoint slides

• Quick Reference Sheets for students to take home

• Timer or watch (separate from your laptop)

• Masking tape

• Blank paper

Maximizing Your Training Power We have just one more thing for you before you get started. Our company is built for trainers, by trainers, so we thought we would share some of our tips with you, to help you create an engaging, unforgettable experience for your participants.

• Make it customized. By tailoring each course to your participants, you will find that your results will increase a thousand-fold.

o Use examples, case studies, and stories that are relevant to the group.

o Identify whether your participants are strangers or whether they work together. Tailor your approach appropriately.

o Different people learn in different ways, so use different types of activities to balance it all out. (For example, some people learn by reading, while others learn by talking about it, while still others need a hands-on approach. For more information, we suggest Experiential Learning by David Kolb.)

• Make it fun and interactive. Most people do not enjoy sitting and listening to someone else talk for hours at a time. Make use of the tips in this book and your own experience to keep your participants engaged. Mix up the activities to include individual work, small group work, large group discussions, and mini-lectures.

• Make it relevant. Participants are much more receptive to learning if they understand why they are learning it and how they can apply it in their daily lives. Most importantly, they want to know how it will benefit them and make their lives easier. Take every opportunity to tie what you are teaching back to real life.

• Keep an open mind. Many trainers find that they learn something each time they teach a workshop. If you go into a training session with that attitude, you will find that there can be an amazing two-way flow of information between the trainer and trainees. Enjoy it, learn from it, and make the most of it in your workshops.

And now, time for the training!

Icebreakers

Each course is provided with a wide range of interactive Icebreakers. The trainer can utilize an Icebreaker to help facilitate the beginning of the course, as it helps “break the ice” with the participants. If the participants are new to each other, an icebreaker is a great way to introduce everyone to each other. If the participants all know each other it can still help loosen up the room and begin the training session on positive note. Below you will see one of the icebreakers that can be utilized from the Icebreakers folder.

Icebreaker: Friends Indeed

Purpose

Have the participants moving around and help to make introductions to each other.

Materials Required

• Name card for each person • Markers

Preparation

Have participants fill out their name card. Then, ask participants to stand in a circle, shoulder to shoulder. They should place their name card at their feet. Then they can take a step back. You as the facilitator should take the place in the center of the circle.

Activity

Explain that there is one less place than people in the group, as you are in the middle and will be participating. You will call out a statement that applies to you, and anyone to whom that statement applies must find another place in the circle.

Examples:

• Friends who have cats at home • Friends who are wearing blue • Friends who don’t like ice cream

The odd person out must stand in the center and make a statement.

The rules:

• You cannot move immediately to your left or right, or back to your place. • Let’s be adults: no kicking, punching, body-checking, etc.

Play a few rounds until everyone has had a chance to move around.

Training Manual Sample

On the following pages is a sample module from our Training Manual. Each of our courses contains twelve modules with three to five lessons per module. It is in the same format and contains the same material as the Instructor Guide, which is then shown after the Training Manual sample, but does not contain the Lesson Plans box which assists the trainer during facilitation.

The Training Manual can be easily updated, edited, or customized to add your business name and company logo or that of your clients. It provides each participant with a copy of the material where they can follow along with the instructor.

Sample Module: Creating Pivot Tables PivotTables allow you to analyze numeric data in depth. You can use this tool to answer unanticipated questions about data. PivotTables are interactive, cross-tabulated Excel reports that summarize and analyze data. In this module, you’ll learn how to insert a chart. You’ll gain an understanding of the PivotTable Tools tab. You’ll also learn how to choose fields for your table and group data.

Quick Tip: You can access the PivotTable Wizard by pressing ALT, D, P.

Inserting a PivotTable

Show the participants how to insert a PivotTable. Use the following procedure.

1. Place your cursor somewhere in the data you want to analyze. 2. Select the Insert tab from the Ribbon. 3. Select PivotTable.

Excel displays the Create PivotTable dialog box.

4. Excel automatically provides a range of cells based on your selection. You can change the table or range if desired.

5. Select a location for the PivotTable. You can have Excel create a new worksheet or select one of the existing sheets.

6. Select OK.

Excel displays the PivotTable and the Field List for you to begin choosing your fields and grouping data (discussed in the next topic).

Choosing Fields and Grouping Data

Show the participants how to add fields to the PivotTable report. Use the following procedure.

1. Check the box next to a field listed in the PivotTable Field list to include it in the report. The default location where fields are added are as follows: • Nonnumeric fields are added to the Row Labels. • Numerical fields are added to the Values area. • Date and time values are added to the Column Labels.

The bottom of the PivotTable Field List pane includes four areas:

• Report Filter • Axis Fields (categories or row labels) • Legend Fields (column labels) • Values

Show the participants how to group the data. Use the following procedure.

1. Right click on a field label in the PivotTable Field List and select one of the options from the context menu.

2. You can also simply drag the fields from one area to another. You can even drag a field from the top portion of the pane to one of the bottom areas.

Overview of the Pivot Table Tools Tabs

Show the participants the Tools tabs for working with PivotTables.

Instructor Guide Sample

On the following pages is a sample module from our Instructor Guide. It provides the instructor with a copy of the material and a Lesson Plans box. Each Instructor Guide and Training Manual mirrors each other in terms of the content. They differ in that the Instructor Guide is customized towards the trainer, and Training Manual is customized for the participant.

The key benefit for the trainer is the Lesson Plan box. It provides a standardized set of tools to assist the instructor train that particular lesson. The Lesson Plan box gives an estimated time to complete the lesson, any materials that are needed for the lesson, recommended activities, and additional points to assist in delivering the lessons such as Stories to Share and Delivery Tips.

Sample Module: Creating Pivot Tables PivotTables allow you to analyze numeric data in depth. You can use this tool to answer unanticipated questions about data. PivotTables are interactive, cross-tabulated Excel reports that summarize and analyze data. In this module, you’ll learn how to insert a chart. You’ll gain an understanding of the PivotTable Tools tab. You’ll also learn how to choose fields for your table and group data.

Quick Tip: You can access the PivotTable Wizard by pressing ALT, D, P.

Inserting a PivotTable

Estimated Time 5 minutes

Topic Objective To learn how to insert a PivotTable.

Topic Summary

A PivotTable report helps you to summarize, analyze, explore, and present summary data. A PivotChart report can help you visualize PivotTable report summary data to make comparisons or see patterns and trends. When you insert a PivotChart, you are also automatically inserting a PivotTable.

You won’t be able to see the results of the table just yet. In the next topic, we’ll talk about choosing the fields for the table and grouping the data.

Materials Required • Excel 2010 • Pivottables.xlsx

Recommended Activity Discuss PivotTables and Charts. Have the participant’s volunteer ways they might use a PivotTable and related PivotChart. Have the participants practice inserting a PivotTable.

Review Questions Where can you place a PivotTable?

Show the participants how to insert a PivotTable. Use the following procedure.

7. Place your cursor somewhere in the data you want to analyze. 8. Select the Insert tab from the Ribbon. 9. Select PivotTable.

Excel displays the Create PivotTable dialog box.

10. Excel automatically provides a range of cells based on your selection. You can change the table or range if desired.

11. Select a location for the PivotTable. You can have Excel create a new worksheet or select one of the existing sheets.

12. Select OK.

Excel displays the PivotTable and the Field List for you to begin choosing your fields and grouping data (discussed in the next topic).

Choosing Fields and Grouping Data

Estimated Time 15 minutes

Topic Objective To learn how to choose fields and group data on PivotTable reports and Pivot Charts.

Topic Summary

When you add a PivotTable or PivotChart to your worksheet, the table or chart is blank at first. You must choose the fields you want to display on the chart. The PivotTable Field List pane makes it easy to select the fields you want on the chart.

Materials Required • Excel 2010 • Pivottables.xlsx with the blank table added in the previous topic

Recommended Activity Have the participants select fields to include on the PivotTable. Have the participants practice grouping the information in different ways. Discuss the results of putting the fields in different areas.

Delivery Tips Remember that PivotTable reports and Pivot Charts are interactive, so encourage the participants to try different fields and groupings to see the results.

Review Questions What tool do you use to choose fields and group data for PivotTables?

Show the participants how to add fields to the PivotTable report. Use the following procedure.

2. Check the box next to a field listed in the PivotTable Field list to include it in the report. The default location where fields are added are as follows: • Nonnumeric fields are added to the Row Labels. • Numerical fields are added to the Values area. • Date and time values are added to the Column Labels.

The bottom of the PivotTable Field List pane includes four areas:

• Report Filter • Axis Fields (categories or row labels) • Legend Fields (column labels) • Values

Show the participants how to group the data. Use the following procedure.

3. Right click on a field label in the PivotTable Field List and select one of the options from the context menu.

4. You can also simply drag the fields from one area to another. You can even drag a field from the top portion of the pane to one of the bottom areas.

Overview of the Pivot Table Tools Tabs

Estimated Time 5 minutes

Topic Objective To learn about the PivotTable Tools tabs in Excel 2010.

Topic Summary

You may have noticed the PivotTable Tools tabs that appear when you inserted your chart. These contextual tabs are used throughout Office 2010. The appropriate tab appears, depending on which type of object you are using.

Materials Required • Excel 2010 • The spreadsheet from the previous topic

Recommended Activity Have the participants look at the PivotTable Tools tabs. Have the participants hover the mouse over each tool to see the screen tips.

Review Questions What are some of the things you can do with a PivotChart?

Show the participants the Tools tabs for working with PivotTables.

Quick Reference Sheets

Below is an example of our Quick reference Sheets. They are used to provide the participants with a quick way to reference the material after the course has been completed. They can be customized by the trainer to provide the material deemed the most important. They are a way the participants can look back and reference the material at a later date.

They are also very useful as a take-away from the workshop when branded. When a participant leaves with a Quick Reference Sheet it provides a great way to promote future business.

Template

1. When using goal seek, one value from a formula should be left blank.

2. Select the Data tab from the Ribbon.

3. Select What If Analysis. Select Goal Seek.

4. In the Set Cell field, enter or select from the worksheet the cell that contains the formula. In the sample file, select $B$4.

5. In the To Value field, enter the formula result you want. For example, in the sample file, you may want the resulting payment of $900. You would enter -900 because it is a payment.

6. In the By Changing Cell field, enter or select the reference for the cell that contains the value you don’t know. In the sample file, this is $B$3.

7. Select OK.

Understanding the Parts of a Chart

• The Chart area includes all other parts of the chart that appear inside the chart window.

• A data marker represents a single value in the worksheet. Depending on the type of chart, this may be a bar, a pie slice, or another shape or pattern.

• A group of related values make up the chart data series. Charts usually have more than one data series, except pie charts, which only represents one data series.

• An axis is a reference line for plotting data. A two-dimensional chart has an X-axis and a y-axis. For many charts, the label is on the X-axis and the values are on the y-axis. Three dimensional charts also have a Z-axis. A pie chart does not have an axis of any type.

• A tick mark intersects an axis as a small line. It may have a label and can indicate a category, scale, or chart data series.

• The Plot area includes all axes and data point markers.

• Gridlines can make it easier to view data values by extending tick marks across the whole plot area.

• You can add chart text to include a label or title. The chart text can be attached to the chart or axis, which cannot be moved independently of the chart.

• The legend defines the patterns, colors, or symbols used in the data markers.

Adding Text Boxes

1. Select the Insert tab from the Ribbon. 2. Select Text Box. 3. Click on the worksheet and drag the mouse to draw the text box. 4. When you release the mouse, Excel inserts the text box. 5. Begin typing to enter text into the text box.

Excel 2010 Advanced

www.corporatetrainingmaterials.com © Corporate Training Materials, 2011

Certificate of Completion

Every course comes with a Certificate of Completion where the participants can be recognized for completing the course. It provides a record of their attendance and to be recognized for their participation in the workshop.

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PowerPoint Sample

Below you will find the PowerPoint sample. The slides are based on and created from the Training Manual. PowerPoint slides are a great tool to use during the facilitation of the material; they help to focus on the important points of information presented during the training.

Full Course Table of Contents

Preface ..............................................................................................................................................1

What is Courseware? ................................................................................................................................ 1

How Do I Customize My Course? .............................................................................................................. 1

Materials Required ................................................................................................................................... 3

Maximizing Your Training Power .............................................................................................................. 3

Module One: Getting Started .............................................................................................................5

Icebreaker ................................................................................................................................................. 6

Housekeeping Items.................................................................................................................................. 6

Pre-Assignment Review ............................................................................................................................ 6

Workshop Objectives ................................................................................................................................ 7

Action Plans and Evaluation Forms .......................................................................................................... 8

Module Two: SmartArt and Objects ....................................................................................................9

Inserting SmartArt .................................................................................................................................. 10

Adding Text to the Diagram ................................................................................................................... 13

Resizing and Moving the Diagram .......................................................................................................... 15

Resetting the Diagram ............................................................................................................................ 18

Adding Pictures from Your Computer ..................................................................................................... 19

Adding Clip Art ........................................................................................................................................ 21

Adding Text Boxes ................................................................................................................................... 24

Drawing Shapes ...................................................................................................................................... 26

About the Contextual Tabs ..................................................................................................................... 28

Module Three: Auditing ................................................................................................................... 30

Tracing Precedent Cells ........................................................................................................................... 31

Tracing the Dependents of a Cell ............................................................................................................ 33

Displaying Formulas Within the Sheet .................................................................................................... 35

Adding, Displaying, Editing, and Removing Comments .......................................................................... 37

Module Four: Creating Charts ........................................................................................................... 39

Inserting a Chart ..................................................................................................................................... 40

Overview of the Chart Tools Tab............................................................................................................. 43

Understanding the Parts of a Chart ........................................................................................................ 44

Changing the Chart Style ........................................................................................................................ 46

Resizing and Moving the Chart ............................................................................................................... 48

Module Five: Creating Pivot Tables ................................................................................................... 51

Inserting a PivotTable ............................................................................................................................. 52

Choosing Fields and Grouping Data ....................................................................................................... 55

Overview of the Pivot Table Tools Tabs .................................................................................................. 58

Module Six: Working with PivotTables and PivotCharts ..................................................................... 59

Changing the Data Displayed and Refreshing the PivotTable ................................................................ 60

Applying a Style to Your Pivot Table ....................................................................................................... 62

Creating a Pivot Chart from a Pivot Table .............................................................................................. 65

Creating a Pivot Chart from Data ........................................................................................................... 67

Some Real-life Examples ......................................................................................................................... 69

Module Seven: Macros ..................................................................................................................... 73

Displaying the Developer Tab ................................................................................................................. 74

Recording and Running Macros .............................................................................................................. 77

Changing the Security Level .................................................................................................................... 81

Customizing and Changing the Quick Access Toolbar ............................................................................ 83

Module Eight: Solving Formula Errors .................................................................................................... 87

Using Named Ranges .............................................................................................................................. 88

Understanding Formula Errors ............................................................................................................... 91

Using the Trace Errors Commands ......................................................................................................... 94

Using Error Checking ............................................................................................................................... 95

Evaluating Formulas ............................................................................................................................... 98

Module Nine: Using What If Analysis .............................................................................................. 100

Using Goal Seek .................................................................................................................................... 101

Using the Scenario Manager ................................................................................................................ 103

Using a One Input Data Table ............................................................................................................... 107

Using a Two Input Data Table .............................................................................................................. 110

Module Ten: Managing Your Data .................................................................................................. 113

Transposing Data from Rows to Columns ............................................................................................ 114

Using the Text to Columns Feature ....................................................................................................... 116

Checking for Duplicates ........................................................................................................................ 119

Creating Data Validation Rules ............................................................................................................. 122

Consolidating Data ............................................................................................................................... 125

Module Eleven: Grouping and Outlining Data ................................................................................. 127

Grouping Data ...................................................................................................................................... 128

Adding Subtotals ................................................................................................................................... 129

Outlining Data ...................................................................................................................................... 131

Viewing Grouped and Outlined Data .................................................................................................... 133

Module Twelve: Wrapping Up ........................................................................................................ 135

Words from the Wise ............................................................................................................................ 135

Parking Lot ............................................................................................................................................ 136

Lessons Learned .................................................................................................................................... 136

Completion of Action Plans and Evaluations ........................................................................................ 136

Appendix ....................................................................................................................................... 137

Pre-Assignment ..................................................................................................................................... 137

Handout for Module Nine ..................................................................................................................... 141

Action Plan ............................................................................................................................................ 142

Evaluation Form .................................................................................................................................... 144