excel 2010 student workbook

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Excel 2010 This workbook is designed to go hand in hand with LearnKey online courseware. All material is copyrighted. It is illegal to duplicate this material without permission from the publisher. Belongs to: ____________________________________ School: _______________________________________ Instructor: ____________________________________ To order additional copies contact: 35 North Main St. George, UT 84770 1.435.674.9733 www.learnkey.com Licensed for Educational Purposes Only

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Student workbook for Excel 2010

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Page 1: Excel 2010 Student Workbook

Excel 2010

This workbook is designed to go hand in hand

with LearnKey online courseware. All material is

copyrighted. It is illegal to duplicate this material

without permission from the publisher.

Belongs to: ____________________________________

School: _______________________________________

Instructor: ____________________________________

To order additional copies

contact:

35 North Main St. George, UT 84770

1.435.674.9733 www.learnkey.com

Licensed for Educational Purposes Only

Page 2: Excel 2010 Student Workbook

Excel 2010

First Edition

LearnKey, Division of LearnForce Partners, LLC provides self-paced training courses and

online learning solutions to education, government, business, and individuals world-wide.

With dynamic video-based courseware and effective learning management systems,

LearnKey solutions provide expert instruction for popular computer software, technical

certifications, and application development. LearnKey delivers content on the Web, by

enterprise network, and on interactive CD-ROM. For a complete list of courses visit:

http://www.learnkey.com

Trademarks: All brand names and product names used in this book are trade names, service

marks, trademarks, or registered trademarks of their respective owners.

All rights reserved. No part of this book may be reproduced or transmitted in any form or by any means now known or to be invented, electronic or mechanical, including photocopying, recording,

or by any information storage or retrieval system without written permission from the author or publisher, except for the brief inclusion of quotations in a review.

© 2011 LearnKey, Division of LearnForce Partners, LLC www.learnkey.com

202107

Licensed for Educational Purposes Only

Page 3: Excel 2010 Student Workbook

Excel 2010

Student Manual

Table of Contents

Introduction

Using this Workbook vii

Course Map ix

Course Outlines xix

Skills Assessment xxiv

Shortcut Keys xxvii

Session 1

Time Tables 37

Fill-in-the-Blanks 38

Crossword 41

Word Search 43

Short Answer 44

Matching 47

Research Topics 48

Individual Projects 49

Group Projects 51

Quiz 53

Slides & Notes 57

Session 3

Time Tables 89

Fill-in-the-Blanks 90

Crossword 93

Word Search 95

Short Answer 96

Matching 99

Research Topics 100

Individual Projects 101

Group Projects 103

Quiz 105

Slides & Notes 109

Session 2

Time Tables 63

Fill-in-the-Blanks 64

Crossword 67

Word Search 69

Short Answer 70

Matching 73

Research Topics 74

Individual Projects 75

Group Projects 77

Quiz 79

Slides & Notes 83

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Session 4

Time Tables 115

Fill-in-the-Blanks 116

Crossword 119

Word Search 121

Short Answer 122

Matching 125

Research Topics 126

Individual Projects 127

Group Projects 129

Quiz 131

Slides & Notes 135

Session 5

Time Tables 141

Fill-in-the-Blanks 142

Crossword 145

Word Search 147

Short Answer 148

Matching 151

Research Topics 152

Individual Projects 153

Group Projects 155

Quiz 158

Slides & Notes 162

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Page 5: Excel 2010 Student Workbook

Introduction

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Introduction vii

Using this Workbook In the Introduction section, you will find an outline for each session of training and sample lesson plans. These are included to give you an overview of the training content and to help you structure your lessons. The content, delivered by industry professionals, is the most up-to-date, comprehen-sive content available.

The exercises included in this workbook are meant to serve as supplementary material for the OnlineExpert courses. The following types of exercises are included for each session of training:

Fill-in-the-Blanks: The student completes a comprehensive fill-in-the-blank exercise while

watching each session of the training. Each exercise follows the instructor's lecture and can be used as a review for the Quiz, the Pre-Assessment, and the Post-Tests.

Glossary Crossword and Word Search Puzzles: These puzzles, taken directly from the courses’

glossary, are intended to help your students become more familiar with the terms found in each session.

Short Answer : The short answer questions facilitate recall of the basic training concepts to

further aid in retention of the course topics and information in preparation for the train-ing’s Pre-Assessments and Post-Tests.

Matching: The matching exercise provides additional learning reinforcement of terms and con-

cepts found throughout the training in the courses’ glossary.

Research Topic: The research topic gives your students the opportunity to research an applica-

ble real-world situation whose answer will require using their understanding of the training as well as outside resources to generate a response.

Projects: The individual and group projects require your students to apply the knowledge

gained during the training to complete the assigned task. By using both individual and group projects, students receive the added benefit of applying the knowledge they have gained in a situation that mimics life in the workforce.

Quiz: The quizzes will help you gauge your students' progress. They also provide your students

additional preparation for the training Pre-Assessments and Post-Tests.

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These workbook exercises, used in conjunction with the LearnKey training, give your students the best learning experience possible.

Shoot File Links: The links to shoot files contain any of the actual files (Excel spreadsheets,

Flash FLA files, etc.) that are used and demonstrated during the training. The files will typically have a starting file containing all data necessary to begin the demonstrated skill, as well as a completed file that shows the final result.

Keyboard Shortcuts & Tips: The keyboard shortcuts and tips provide a reference of

product-specific keyboard shortcuts and helpful hints to make working more efficient.

Objective Mapping: The objective mapping provides a quick reference as to where in the

training a specific certification exam objective is covered.

Best Practices Guide: The best practices guide gives you, as the instructor, the help you will

need to effectively incorporate the workbook and training into your classroom experience. This guides comes from teachers like yourself and has been proven time and time again.

Running & Training Time Table: The running and training time tables will help you to better

plan your lessons based on the time you have available. The running time is the actual time required to simply watch the training. The training time is an estimated average time that it will take to watch and discuss the concepts presented as well as do any applicable exercises.

Skills Assessment: The skills assessment will help you and your students to gauge their

understanding of course topics prior to beginning any coursework. Understanding where your students, as a group, feel less confident will aid you in planning and getting the most from the training.

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Introduction ix

Excel 2010 Course Map

Session 1

Introduction Course Overview Excel 2010 Introduction Quick Access Toolbar Toolbar Customization Additional Customization Buttons

1.0 Working with Excel 1.4 Demonstrate how to print 1.5 Demonstrate how to use Backstage

Navigating Excel Ribbon Organization Function Grouping Multiple Function Access The Document Window Basic Navigation Workbook Options

1.0 Working with Excel 1.1 Identifying specific cell content through navigation tools

Excel 2010 Shortcuts Best Practice Guidelines Common Hot Keys Speed Keys Function Keys CTRL Keys ALT Keys Visible Speed Keys

3.0 Worksheet and Workbook Manage-ment and Organization

3.1 Demonstrate how to work with work-sheets 3.2 Manipulate window views 3.3 Manipulate workbook views

Creating and Manipulat-ing Data

Entering Data Auto Fill a Series Creating Custom Lists Fill Adjacent Cells Fill Non-Adjacent Cells Auto Fill on Multiple Sheets

1.0 Working with Excel 1.2 Construct cell data 1.3 Apply AutoFill

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Managing Worksheets Copying/Moving Worksheets Renaming Worksheets Inserting/Deleting Worksheets Hiding Worksheets

Data Validation Range Criteria List Criteria Extending the List Input Message Validation Error Alerts Validation by Character

Modifying Cell Content Copy/Paste Options Paste Inserting Columns Transporting Data Copy Cell Formatting Removing Duplicates

Changing Views Zoom Workbook Views Page Layout Freeze Panes Split Windows Viewing Multiple Windows

1.0 Working with Excel 1.6 Apply and manipulate hyperlinks

3.0 Worksheet and Workbook Management and Organization

3.2 Manipulate window views 3.3 Manipulate workbook views

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Introduction xi

Session 2

Formatting Data Formatting Worksheets Cell/Font Color Background Images Watermarks Worksheet Tab Color

2.0 Formatting Cells and Worksheets 2.1 Apply and modify cell formats 2.2 Apply merging to cells

5.0 Present Data Visually 5.2 Apply and manipulate 5.3 Perform tasks using the in-application image editor

Formatting Numbers Modifying Cell Formats Format Painter Date Formatting Formatting Multiple Cells Numerical Cell Values Special Formats

Formatting Text and Tables

Formatting Fonts/Fills Cell Height/Width Noncompatible Commands Cell Alignment Inserting Comments Merge and Center Tables

2.0 Formatting Cells and Worksheets 2.6 Demonstrate knowledge of working with cell and table styles

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Understanding Formulas Operations Arithmetic Operations Additional Operation Symbols SUM Function Ranges in Functions AutoSum Average Min/Max Functions Count Formula AutoCalculate Modifying AutoCalculate Copying Formulas Cell Multiplication Relative Cell References Absolute Cell References

4.0 Working with Formulas and Functions

4.1 Create formulas 4.2 Demonstrate understanding of the order of operations (precedence) 4.3 Apply cell references in formulas 4.4 Apply conditional logic in a formula (<,>,+) 4.5 Apply named ranges in formulas 4.6 Apply cell ranges in formulas

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Introduction xiii

Session 3

Referencing Formulas Totaling Multiple Sheets AutoFit Multiple Cells Linked Formulas Grand Totals Sparkline Graphics Sparkline Colors Consolidation Consolidating Data Linking to Source Data Hierarchical Outline Consistency

5.0 Present Data Visually 5.4 Apply Sparklines

Ranges and Dates Naming Ranges Adding Named Ranges Dates Date Speed Keys Formula Calculations Formula Auditing The Watch Window Formula Evaluation

4.0 Working with Formulas and Functions 4.5 Apply named ranges in formulas

Subtotals Using Subtotals Subtotal Options Using Data Hierarchy Selecting Visible Data

Using VLOOKUP VLOOKUP VLOOKUP Type I VLOOKUP's Three Arguments VLOOKUP Type I Methodology VLOOKUP Type II

Using Nested Formulas Nested Formulas Absolute Numbers Nested Absolutes Nested Formula Logic FIND INDIRECT ROW/COL

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Conditional Logic The IF Formula The IF Statement Nested IF Nested IF Syntax

55.0 Present Data Visually 5.4 Apply Sparklines

More Conditional Logic

Insert Wizard AND OR NOT IFERROR SUMIF/AVERAGEIF/COUNTIF SUMIFS AVERAGEIFS COUNTIFS

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Introduction xv

Session 4

Financial Formulas Working with Financial Formulas Future Value Function Function Categories Calculating Interest Rate Calculating Total Payment Calculating Monthly Payment Using Goal Seek

What-If Functions Solver Add-in Using Solver Constraints Reports Comparing Options Scenario Manager Scenario Report Data Tables Applying Data Tables Comparing Data Tables

Working with Text For-mulas

Concatenate Text to Columns Extraction Formulas Combining with Previous Formu-las UPPER/LOWER/PROPER Converting Formulas with Func-tion Keys

4.0 Working with Formulas and Func-tions

4.3 Apply cell references in formulas 4.6 Apply cell ranges in formulas

Paste Special Pasting Values Pasting Formats Quick Multiplication Addition TRIM Substitute

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Introduction to Charts Charts Chart Types Instant Chart Updating Charts Add Secondary Y/Value Axis Adding Data Labels Fill Picture Fill Line/Scatter Charts

5.0 Present Data Visually 5.1 Create charts based on worksheet data

Formatting Charts Chart Styles 3-D Charts Quick Layouts Formatting Chart Labels Layout Chart Title Legends

5.0 Present Data Visually 5.1 Create charts based on worksheet data

Conditional Formatting Conditional Formatting Options Selecting Cells to Format Top/Bottom Rules Data Bars/Color Scales/Icon Sets Managing Rules Wildcards Alternative Row Shading via For-mulas

4.0 Working with Formulas and Functions 4.4 Apply conditional logic in a formula (<,>,+)

7.0 Data Analysis and Organization 7.3 Apply conditional formatting

Adding Graphics to Spreadsheets

Inserting Pictures Modifying Pictures Inserting Shapes Inserting SmartArt Modifying SmartArt Themes

5.0 Present Data Visually 5.2 Apply and manipulate 5.3 Perform tasks using the in-application image editor

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Introduction xvii

Session 5

Outlining, Sorting, and Filtering

Grouping Ungrouping Sorting Data Sorting Levels Filtering Data Selecting Filtered Rows Advanced Filtering

7.0 Data Analysis and Organization 7.1 Apply filtering to data 7.2 Apply sorting to data

PivotTables and PivotCharts

PivotTables Creating PivotTables PivotTable Layout Defaults Updating/Modifying Data Calculated Fields Calculated Items Filtering PivotTables Slicer PivotCharts

Protecting Data Locking Cells Protect Workbook Hiding Cells Hiding Worksheets

2.0 Formatting Cells and Worksheets 2.4 Demonstrate how to hide and unhide rows and columns

Introduction to Back-stage

Document Properties Titles/Tags/Categories Related Dates/People Formatting Comments Document Inspector Sparklines/Slicer Compatibility Checker Document Inspection

5.0 Present Data Visually 5.4 Apply Sparklines

6.0 Data Security and Collaboration 6.1 Demonstrate how to use Backstage to share spreadsheets 6.2 Demonstrate management of comments

Collaboration Sharing Documents Sharing Workbooks Protecting Shared Workbooks Tracking Changes Accept/Reject Changes Information Rights Management Document Signature Mark as Final

1.0 Working with Excel 1.5 Demonstrate how to use Backstage

6.0 Data Security and Collaboration 6.1 Demonstrate how to use Backstage to share spreadsheets

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Saving Workbooks Save as Previous Version File Sharing with Previous Ex-cel Version Customization/Compatibility Excel Options Templates Opening/Deleting Templates Save as a Web Page Single File Web Page

1.0 Working with Excel 1.5 Demonstrate how to use Backstage

Printing Workbooks Page Orientation Margins Print Area/Page Breaks Page Sailing Headers/Footers Row/Column Headings Other Print Options

1.0 Working with Excel 1.4 Demonstrate how to print

2.0 Formatting Cells and Worksheets 2.3 Create row and column titles 2.5 Manipulate Page Setup options for worksheets

Macros with VB for Ap-plications

Macros Recordable Macros Non-Recordable Macros Creating a Macro Naming Macros Shortcut Keys Storage Options Recording a Macro Testing Macros Editing Macros with Visual Basic Testing Edited Macros Relative Reference Macros Assigning Buttons to Macros Modifying Button Icons Macro Enabled Workbooks Save Workspace

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Introduction xix

Excel 2010 Outlines

Introduction Course Overview Excel 2010 Introduction Quick Access Toolbar Toolbar Customization Additional Customization Buttons

Navigating Excel Ribbon Organization Function Grouping Multiple Function Access The Document Window Basic Navigation Workbook Options

Excel 2010 Shortcuts Best Practice Guidelines Common Hot Keys Speed Keys Function Keys CTRL Keys ALT Keys Visible Speed Keys

Creating and Manipulating Data Entering Data Auto Fill a Series Creating Custom Lists Fill Adjacent Cells Fill Non-Adjacent Cells Auto Fill on Multiple Sheets

Managing Worksheets

Copying/Moving Worksheets Renaming Worksheets Inserting/Deleting Worksheets Hiding Worksheets

Data Validation Range Criteria List Criteria Extending the List Input Message Validation Error Alerts Validation by Character

Modifying Cell Content Copy/Paste Options Paste Inserting Columns Transporting Data Copy Cell Formatting Removing Duplicates

Changing Views Zoom Workbook Views Page Layout Freeze Panes Split Windows Viewing Multiple Windows

Session 1

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Formatting Data Formatting Worksheets Cell/Font Color Background Images Watermarks Worksheet Tab Color

Formatting Numbers Modifying Cell Formats Format Painter Date Formatting Formatting Multiple Cells Numerical Cell Values Special Formats

Formatting Text and Tables Formatting Fonts/Fills Cell Height/Width Noncompatible Commands Cell Alignment Inserting Comments Merge and Center Tables

Understanding Formulas Operations Arithmetic Operations Additional Operation Symbols SUM Function Ranges in Functions AutoSum Average Min/Max Functions Count Formula AutoCalculate Modifying AutoCalculate Copying Formulas Cell Multiplication Relative Cell References Absolute Cell References

Session 2

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Introduction xxi

Referencing Formulas Totaling Multiple Sheets AutoFit Multiple Cells Linked Formulas Grand Totals Sparkline Graphics Sparkline Colors Consolidation Consolidating Data Linking to Source Data Hierarchical Outline Consistency

Ranges and Dates Naming Ranges Adding Named Ranges Dates Date Speed Keys Formula Calculations Formula Auditing The Watch Window Formula Evaluation

Subtotals Using Subtotals Subtotal Options Using Data Hierarchy Selecting Visible Data

Using VLOOKUP VLOOKUP VLOOKUP Type I VLOOKUP's Three Arguments VLOOKUP Type I Methodology VLOOKUP Type II

Using Nested Formulas Nested Formulas Absolute Numbers Nested Absolutes Nested Formula Logic FIND INDIRECT ROW/COL

Conditional Logic The IF Formula The IF Statement Nested IF Nested IF Syntax

More Conditional Logic Insert Wizard AND OR NOT IFERROR SUMIF/AVERAGEIF/COUNTIF SUMIFS AVERAGEIFS COUNTIFS

Session 3

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Financial Formulas Working with Financial Formulas Future Value Function Function Categories Calculating Interest Rate Calculating Total Payment Calculating Monthly Payment Using Goal Seek

What-If Functions Solver Add-in Using Solver Constraints Reports Comparing Options Scenario Manager Scenario Report Data Tables Applying Data Tables Comparing Data Tables

Working with Text Formulas Concatenate Text to Columns Extraction Formulas Combining with Previous Formulas UPPER/LOWER/PROPER Converting Formulas with Function Keys

Paste Special Pasting Values Pasting Formats Quick Multiplication Addition TRIM Substitute

Introduction to Charts Charts Chart Types Instant Chart Updating Charts Add Secondary Y/Value Axis Adding Data Labels Fill Picture Fill Line/Scatter Charts

Formatting Charts Chart Styles 3-D Charts Quick Layouts Formatting Chart Labels Layout Chart Title Legends

Conditional Formatting Conditional Formatting Options Selecting Cells to Format Top/Bottom Rules Data Bars/Color Scales/Icon Sets Managing Rules Wildcards Alternative Row Shading via Formulas

Adding Graphics to Spreadsheets Inserting Pictures Modifying Pictures Inserting Shapes Inserting SmartArt Modifying SmartArt Themes

Session 4

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Outlining, Sorting, and Filtering Grouping Ungrouping Sorting Data Sorting Levels Filtering Data Selecting Filtered Rows Advanced Filtering

PivotTables and PivotCharts PivotTables Creating PivotTables PivotTable Layout Defaults Updating/Modifying Data Calculated Fields Calculated Items Filtering PivotTables Slicer PivotCharts

Protecting Data Locking Cells Protect Workbook Hiding Cells Hiding Worksheets

Introduction to Backstage Document Properties Titles/Tags/Categories Related Dates / People Formatting Comments Document Inspector Sparklines/Slicer Compatibility Checker Document Inspection

Collaboration Sharing Documents Sharing Workbooks Protecting Shared Workbooks

Tracking Changes Accept/Reject Changes Information Rights Management Document Signature Mark as Final

Saving Workbooks Save as Previous Version File Sharing with Previous Excel Version Customization/Compatibility Excel Options Templates Opening/Deleting Templates Save as a Web Page Single File Web Page

Printing Workbooks Page Orientation Margins Print Area/Page Breaks Page Sailing Headers/Footers Row/Column Headings Other Print Options

Macros with VB for Applications Macros Recordable Macros Non-Recordable Macros Creating a Macro Naming Macros Shortcut Keys Storage Options Recording a Macro Testing Macros Editing Macros with Visual Basic Testing Edited Macros Relative Reference Macros Assigning Buttons to Macros Modifying Button Icons Macro-Enabled Workbooks Save Workspace

Session 5

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Skills Assessment

Skills 1 2 3 4 5 Excel 2010

Changing Settings

Access Custom List

Removing Individual Sheets

Paste Special Steps

Paste Formatting

Change Page Break Display Options

Split Windows

Adding and Removing Items

Format Painter Functions

Icon Identification

Formatting Cells Dialog Box

Deleting Comments

Merging Cells

AutoSum

Find the Tip

Using AutoFill

Using AutoSum to Calculate Totals

Line Sparkline Graphics

Changing Empty Cells

Instructions: Rate your skills with the following tasks on a level from 1-5.

Poor Excellent

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Introduction xxv

Poor Excellent

Skills 1 2 3 4 5 Changing Colors

Using the Consolidate Function

Discovering Data Range

VLOOKUP Type 1

Create a True Statement

Create an AND Statement

High and Low Points

Error Identification

Color Coding

Calculate Shipping

Conditional Averages

Use the Correct Function

Implementing an Add-In

Scenario Manager

Paste Special Steps

Using Paste Special to Multiply

Substitution

Chart Identification

Changing a Chart

Changing the Default Chart

Copying Data into a Chart

Creating a Secondary Axis

Adding Data Labels

Creating Organized Charts

Highlight

Inserting a Picture

The Filter Function

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Poor Excellent

Skills 1 2 3 4 5 Removing Default Settings

Inserting a Calculated Field

Relocating a PivotChart

Adding a Signature

Using the Macros Button

Add a Quick Access Macro Button

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Introduction xxvii

Excel 2010 Shortcut Keys Command Shortcut Keys

Unhides any hidden

rows within the selection

CTRL+SHIFT+(

Applies the outline bor-

der to the selected cells

CTRL+SHIFT+&

Removes the outline

border from the selected

cells

CTRL+SHIFT_

Applies the General

number format

CTRL+SHIFT+~

Applies the Currency

format with two decimal

places (negative num-

bers in parentheses)

CTRL+SHIFT+$

Applies the Percentage

format with no decimal

places

CTRL+SHIFT+%

Applies the Scientific

number format with two

decimal places

CTRL+SHIFT+^

Applies the Date format

with the day, month, and

year

CTRL+SHIFT+#

Applies the Time format

with the hour and min-

ute, and AM or PM

CTRL+SHIFT+@

Applies the Number

format with two decimal

places, thousands sepa-

rator, and minus sign (-)

for negative values

CTRL+SHIFT+!

Selects the current re-

gion around the active

cell (the data area en-

closed by blank rows

CTRL+SHIFT+*

Enters the current time CTRL+SHIFT+:

Command Shortcut Keys

Copies the value from

the cell above the active

cell into the cell or the

Formula Bar

CTRL+SHIFT+"

Displays

the Insert dialog box to

insert blank cells

CTRL+SHIFT+Plus (+)

Enters the current date CTRL+;

Alternates between dis-

playing cell values and

displaying formulas in

the worksheet

CTRL+`

Copies a formula from

the cell above the active

cell into the cell or the

Formula Bar

CTRL+'

Displays the Format

Cells dialog box

CTRL+1

Applies or removes bold

formatting

CTRL+2

Applies or removes italic

formatting

CTRL+3

Applies or removes

underlining

CTRL+4

Applies or removes

strikethrough

CTRL+5

Alternates between hid-

ing and displaying ob-

jects

CTRL+6

Displays or hides the

outline symbols

CTRL+8

Hides the selected rows CTRL+9

Hides the selected col-

umns

CTRL+0

CTRL+A Selects the entire worksheet

CTRL+SHIFT+A Inserts the argument names and

parentheses when the insertion

point is to the right of a function

name in a formula

Command Shortcut Keys

Copies the value from the

cell above the active cell

into the cell or the Formula

Bar

CTRL+SHIFT+"

Displays the Insert dialog

box to insert blank cells

CTRL+SHIFT+Plus (+)

Enters the current date CTRL+;

Alternates between display-

ing cell values and display-

ing formulas in the work-

sheet

CTRL+`

Copies a formula from the

cell above the active cell

into the cell or the Formula

Bar

CTRL+'

Displays the Format

Cells dialog box

CTRL+1

Applies or removes bold

formatting

CTRL+2

Applies or removes italic

formatting

CTRL+3

Applies or removes under-

lining

CTRL+4

Applies or removes strike-

through

CTRL+5

Alternates between hiding

and displaying objects

CTRL+6

Displays or hides the out-

line symbols

CTRL+8

Hides the selected rows CTRL+9

Hides the selected columns CTRL+0

Selects the entire work-

sheet

CTRL+A

Inserts the argument

names and parentheses

when the insertion point is

to the right of a function

name in a formula

CTRL+SHIFT+A

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Command Shortcut Keys

Inserts the contents of the Clip-

board at the insertion point and

replaces any selection. Available

only after you have cut or copied

an object, text, or cell contents

CTRL+V

Displays the Paste Special dialog

box. Available only after you have

cut or copied an object, text, or

cell contents on a worksheet or in

another program

CTRL+ALT+V

Closes the selected workbook

window

CTRL+W

Cuts the selected cells CTRL+X

Repeats the last command or ac-

tion, if possible

CTRL+Y

Uses the Undo command to re-

verse the last command or to de-

lete the last entry that you typed

CTRL+Z

Displays the Excel Help task pane F1

Displays or hides the Ribbon CTRL+F1

Creates an embedded chart of the

data in the current range

ALT+F1

Inserts a new worksheet ALT+SHIFT+F1

Edits the active cell and positions

the insertion point at the end of

the cell contents. It also moves the

insertion point into the Formula

Bar when editing in a cell is turned

off

F2

Adds or edits a cell comment SHIFT+F2

Displays the print preview area on

the Print tab in the Backstage view

CTRL+F2

Displays the Paste Name dialog

box. Available only if there are

existing names in the workbook

F3

Displays the Insert Function dialog

box

SHIFT+F3

Repeats the last command or ac-

tion, if possible

F4

Closes the selected workbook

window

CTRL+F4

Closes Excel ALT+F4

Displays the Go To dialog box F5

Command Shortcut Keys

Applies or removes bold formatting CTRL+B

Copies the selected cells CTRL+C

Uses the Fill Down command to

copy the contents and format of the

topmost cell of a selected range into

the cells below

CTRL+D

Displays the Find and Re-

place dialog box, with the Find tab

selected

CTRL+F

Opens the Format Cells dialog box

with the Fonttab selected

CTRL+SHIFT+F

Displays the Go To dialog box CTRL+G

Displays the Find and Re-

place dialog box, with

the Replace tab selected

CTRL+H

Applies or removes italic formatting CTRL+I

Displays the Insert Hyperlink dialog

box for new hyperlinks or theEdit

Hyperlink dialog box for selected

existing hyperlinks

CTRL+K

Displays the Create Table dialog

box

CTRL+L

Creates a new, blank workbook CTRL+N

Displays the Open dialog box to

open or find a file

CTRL+O

Selects all cells that contain com-

ments

CTRL+SHIFT+O

Displays the Print tab in Microsoft

Office Backstage view

CTRL+P

Opens the Format Cells dialog box

with the Font tab selected

CTRL+SHIFT+P

Uses the Fill Right command to

copy the contents and format of the

leftmost cell of a selected range into

the cells to the right

CTRL+R

Saves the active file with its current

file name, location, and file format

CTRL+S

Displays the Create Table dialog

box

CTRL+T

Applies or removes underlining CTRL+U

Switches between expanding and

collapsing of the formula bar

CTRL+SHIFT+U

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Command Shortcut Keys

Rechecks dependent formulas, and

then calculates all cells in all open

workbooks, including cells not

marked as needing to be calculated

CTRL+ALT+SHIFT+F9

Minimizes a workbook window to

an icon

CTRL+F9

Turns key tips on or off F10

Displays the shortcut menu for a

selected item

SHIFT+F10

Displays the menu or message for

an Error Checking button

ALT+SHIFT+F10

Maximizes or restores the selected

workbook window

CTRL+F10

Creates a chart of the data in the

current range in a separate Chart

sheet

F11

Inserts a new worksheet SHIFT+F11

Opens the Microsoft Visual Basic

for Applications Editor, in which

you can create a macro by using

Visual Basic for Applications

ALT+F11

Displays the Save As dialog box F12

Move one cell up, down, left, or

right in a worksheet

ARROW KEYS

Moves to the edge of the cur-

rent data region in a worksheet

CTRL+ARROW KEY

Extends the selection of cells by

one cell

SHIFT+ARROW KEY

Extends the selection of cells to

the last nonblank cell in the same

column or row as the active cell, or

if the next cell is blank, extends the

selection to the next nonblank cell

CTRL+SHIFT+ARROW

KEY

Selects the tab to the left or right

when the Ribbon is selected. When

a submenu is open or selected,

these arrow keys switch between

the main menu and the submenu.

When a Ribbon tab is selected,

these keys navigate the tab buttons

LEFT ARROW or RIGHT

ARROW

Selects the next or previous com-

mand when a menu or submenu is

open. When a Ribbon tab is se-

lected, these keys navigate up or

down the tab group

DOWN ARROW or UP

ARROW

Command Shortcut Keys

Restores the window size of the

selected workbook window

CTRL+F5

Switches between the worksheet,

Ribbon, task pane, and Zoom

controls. In a worksheet that has

been split (View menu, Manage

This Window, Freeze Panes, Split

Window command), F6 includes

the split panes when switching

between panes and the Ribbon

area

F6

Switches between the worksheet,

Zoom controls, task pane, and

Ribbon

SHIFT+F6

Switches to the next workbook

window when more than one

workbook window is open

CTRL+F6

Displays the Spelling dialog box to

check spelling in the active work-

sheet or selected range

F7

Performs the Move command on

the workbook window when it is

not maximized. Use the arrow keys

to move the window, and when

finished press ENTER, or ESC, to

cancel

CTRL+F7

Turns extend mode on or off. In

extend mode, Extended Selec-

tion appears in the status line, and

the arrow keys extend the selection

F8

Enables you to add a nonadjacent

cell or range to a selection of cells

by using the arrow keys

SHIFT+F8

Performs the Size command (on

the Control menu for the work-

book window) when a workbook

is not maximized

CTRL+F8

Displays the Macro dialog box to

create, run, edit, or delete a macro

ALT+F8

Calculates all worksheets in all

open workbooks

F9

Calculates the active worksheet SHIFT+F9

Calculates all worksheets in all

open workbooks, regardless of

whether they have changed since

the last calculation

CTRL+ALT+F9

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xxx Introduction

Intro

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Command Shortcut Keys

Opens a selected drop-down list DOWN ARROW or

ALT+DOWN ARROW

Deletes one character to the left in

the Formula Bar. Also clears the

content of the active cell

BACKSPACE

Removes the cell contents (data

and formulas) from selected cells

without affecting cell formats or

comments. In cell editing mode, it

deletes the character to the right of

the insertion point

DELETE

END turns End mode on. In End

mode, you can then press an arrow

key to move to the next nonblank

cell in the same column or row as

the active cell. If the cells are

blank, pressing END followed by

an arrow key moves to the last cell

in the row or column. END also

selects the last command on the

menu when a menu or submenu is

visible.

END

Moves to the last cell on a work-

sheet, to the lowest used row of

the rightmost used column. If the

cursor is in the formula bar,

CTRL+END moves the cursor to

the end of the text

CTRL+END

Extends the selection of cells to

the last used cell on the worksheet

(lower-right corner). If the cursor

is in the formula bar,

CTRL+SHIFT+END selects all

text in the formula bar from the

cursor position to the end—this

does not affect the height of the

formula bar

CTRL+SHIFT+END

In a dialog box, performs the ac-

tion for the selected button, or

selects or clears a check box

SPACEBAR

Selects an entire column in a work-

sheet

CTRL+SPACEBAR

Selects the current and previous

sheet in a workbook

CTRL+SHIFT+PAGE UP

Command Shortcut Key

Completes a cell entry from the

cell or the Formula Bar, and selects

the cell below (by default).

In a data form, it moves to the first

field in the next record. Opens a

selected menu (press F10 to acti-

vate the menu bar) or performs the

action for a selected command. In

a dialog box, it performs the action

for the default command button in

the dialog box (the button with the

bold outline, often

the OK button).

ENTER

Starts a new line in the same cell ALT+ENTER

Fills the selected cell range with

the current entry

CTRL+ENTER

Completes a cell entry and selects

the cell above

SHIFT+ENTER

Cancels an entry in the cell or

Formula Bar. Closes an open

menu or submenu, dialog box, or

message window. It also closes full

screen mode when this mode has

been applied, and returns to nor-

mal screen mode to display the

Ribbon and status bar again.

ESC

Moves to the beginning of a row in

a worksheet. Moves to the cell in

the upper-left corner of the win-

dow when SCROLL LOCK is

turned on. Selects the first com-

mand on the menu when a menu

or submenu is visible.

HOME

Moves to the beginning of a work-

sheet

CTRL+HOME

Extends the selection of cells to

the beginning of the worksheet

CTRL+SHIFT+HOME

Moves one screen down in a work-

sheet

PAGE DOWN

Moves to the next sheet in a work-

book

CTRL+PAGE DOWN

Selects the current and next sheet

in a workbook

CTRL+SHIFT+PAGE

DOWN

Moves one screen up in a work-

sheet

PAGE UP

Moves one screen to the left in a

worksheet

ALT+PAGE UP

Moves to the previous sheet in a

workbook

CTRL+PAGE UP

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Intr

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Introduction xxxi

Command Shortcut Keys

Selects an entire row in a work-

sheet

SHIFT+SPACEBAR

Selects the entire worksheet CTRL+SHIFT+SPACEBAR

Displays the Control menu for the

Excel window

ALT+SPACEBAR

Moves one cell to the right in a

worksheet. Moves between

unlocked cells in a protected work-

sheet. Moves to the next option or

option group in a dialog box.

TAB

Moves to the previous cell in a

worksheet or the previous option

in a dialog box

SHIFT+TAB

Switches to the next tab in dialog

box

CTRL+TAB

Switches to the previous tab in a

dialog box

CTRL+SHIFT+TAB

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Page 32: Excel 2010 Student Workbook

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Page 33: Excel 2010 Student Workbook

Excel 2010

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Page 34: Excel 2010 Student Workbook

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Page 35: Excel 2010 Student Workbook

Session 1

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Page 36: Excel 2010 Student Workbook

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Session 1 37

Sess

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Session 1 Time Tables

Session 1

Introduction 00:14:36

Navigating Excel 00:14:19

Excel 2010 Shortcuts 00:20:23

Creating and Manipulating Data 00:25:05

Managing Worksheets 00:08:18

Data Validation 00:12:13

Modifying Cell Content 00:20:11

Changing Views 00:27:02

Actual Time 02:22:07

Session 1

Introduction 00:21:54

Navigating Excel 00:21:29

Excel 2010 Shortcuts 00:30:34

Creating and Manipulating Data 00:37:37

Managing Worksheets 00:12:27

Data Validation 00:18:20

Modifying Cell Content 00:30:17

Changing Views 00:40:33

Training Time 03:3311

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38 Session 1

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Fill-in-the-Blanks

Instructions: While watching Session 1, fill in the missing words according to the information presented by the instructor. [References where answers are found are in brackets.]

Introduction

1. When a _______________ is selected, the area below is known as a Ribbon.

2. Double-clicking the Excel icon above the File tab is an alternative way to _______________ Excel

2010.

3. The Live Preview allows a user to see a dialog box _______________.

4. Quick Access Toolbar customizations can be _______________ or _______________ from a work

computer to a home computer, or vice versa.

5. The Excel Ribbon is _______________ in the form of Groups.

Navigating Excel

1. The tabs in Excel 2010 are most frequently organized to the _______________.

2. The left side of the _______________ is where the most frequently used functions are grouped.

3. Functions are features which are _______________ throughout the Excel 2010 program.

4. Excel is a modern version of _______________ hardware.

5. The combination of the CTRL key and the HOME key will allow a user to navigate back to cell

_______________.

6. ______________________________ will take a user to the far right of an Excel worksheet.

7. 225 is the maximum number of _______________ that can be in a worksheet.

Excel 2010 Shortcuts

1. A user may be able to perform an undo function _______________ times.

2. Right-clicking will give relevant _______________ to the cell in which a user is working.

3. The key combination ______________________________ allows a user to toggle to the desktop.

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Session 1 39

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4. The Windows logo key allows users to open the _______________.

5. _______________ can be opened by using the F7 key.

6. Pressing F1 gives access to the _______________ function.

7. The combination of the S and CTRL keys can be used to _______________ an Excel worksheet.

8. A user can insert a new column by using the _______________ function.

Creating and Manipulating Data

1. The Auto Fill function will finish _______________.

2. Items recongnized in the Auto Fill feature in Excel 2010 include: Numbers, _______________, and

Months of the year.

3. The CTRL is used to select _______________ cells.

4. The destination format takes precedence when _______________ within the same application.

5. A user can _______________ worksheets from the right-click menu.

Managing Worksheets

1. The click and drag action allows a user to move a worksheet to _______________ within a work-

book.

Data Validation

1. The Data Validation feature is located on the _______________ tab.

2. The Data Validation feature is used to _______________ what may be entered in a cell.

3. Any _______________ is the default data validation criteria setting for cells.

4. The drop-down arrow appears next to a cell where the _______________ has been defined.

Modifying Cell Content

1. A copied and pasted cell carries with it all _______________ characteristics.

2. The double-click the column border action automatically adjusts the _______________ of a column

to fit the text.

3. Transpose is the term used to describe the process of taking a group of cells, which have been organ-

ized _______________, and organizing them _______________.

4. The function of the _______________ shortcut is to undo.

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40 Session 1

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Changing Views

1. Fit selection is a _______________ which allows a user to view a specified range in its entirety.

2. Examples of workbook views include: Normal, _______________, Page Break Preview, and

_______________.

3. The Freeze Top Row feature allows a user to scroll down through a worksheet while keeping the top

row _______________ at all times.

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Session 1 41

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Glossary Crossword

Instructions: Use the terms and clues below to complete the crossword puzzle.

Across

2. The information entered into a cell.

6. The primary document used in Excel to store and work with data.

7. A toolbar located near the top of the Excel pane which contains all actions into separate tabs.

8. A customizable collection of frequently used actions located at the top of the Excel application.

Down

1. A combination of keyboard strokes which quickly perform actions in Excel.

3. A feature of Excel which automatically fills a series of cells based on entered information.

4. A feature of Excel which checks the accuracy of entered formulas and functions.

5. A location on a worksheet formed by the intersection of a row and column in which data may be

entered.

a. Speed Keys e. Auto Fill

b. Quick Access Toolbar f. Cell

c. Worksheet g. Data Validation

d. Ribbon h. Data

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42 Session 1

Sessio

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Session 1 43

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Glossary Word Search

Instructions: Use the clues below to complete the word search.

a. speed keys e. Auto Fill

b. Quick Access toolbar f. cell

c. worksheet g. data validation

d. ribbon h. data

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44 Session 1

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Short Answer

Instructions: Use the information learned while watching Session 1 to answer the

questions.

1. Describe the process of changing the default number of sheets to 15.

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

2. What is the function of the F4 key?

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

3. What does the ALT key allow a user to do?

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

4. List examples of possible uses for the Custom List tool.

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

5. Describe the process of accessing the Custom Lists dialog box.

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

6. Define the function of the CTRL+ENTER shortcut.

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

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Session 1 45

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7. List the two methods that may be used to rename a worksheet.

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

8. What is the function of the Input Message option?

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

9. When the Paste button becomes active, what is indicated?

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

10. List the paste options available in the paste gallery drop-down menu.

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

11. Define the function of the DELETE key.

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

12. Describe the process of changing the display settings to hide page breaks.

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

13. List examples of common print page options.

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

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46 Session 1

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14. List the items that may be recognized in the Auto Fill feature in Excel 2010.

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

15. Describe the methods that may be used to insert a new worksheet into a workbook.

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

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Glossary Matching

Instructions: Match the glossary term described in Session 1 to its definition.

1. ___ A toolbar located near the top of the Excel pane which contains all actions, functions, tools, and

formatting options, categorized into separate tabs.

2. ___ A feature of Excel which automatically fills a series of cells based on entered information.

3. ___ A location on a worksheet formed by the intersection of a row and column in which data may

be entered.

4. ___ The primary document used in Excel to store and work with data.

5. ___ The information entered into a cell.

6. ___ A customizable collection of frequently used actions located at the top of the Excel application.

7. ___ A feature of Excel which checks the accuracy of entered formulas and functions.

8. ___ A combination of keyboard strokes which quickly perform actions in Excel. Also, commonly

referred to as shortcut keys.

a. speed keys e. Auto Fill

b. Quick Access toolbar f. cell

c. worksheet g. data validation

d. ribbon h. data

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48 Session 1

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Research Topics

Instructions: Research the topic below using the Internet and then write a few paragraphs reporting your findings. Be sure to research thoroughly and site the resources. This page may be used to take notes.

1. Research the different Excel 2010 speed keys. Write a report on these different speed keys, the

functions of each key, and how they expedite a user’s management of time.

2. Research data validation in Excel 2010. Write a detailed report on the importance of data valida-

tion when working on an Excel 2010 workbook. Address range and list criteria, imputing messages,

error alerts, and validation.

3. Research the different options for manipulating data in an Excel 2010 workbook. Write a report

discussing how these different options work within Excel 2010 to assist the user. Address data, Auto

Fill, Custom List, etc.

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Individual Projects

Instructions: Assign each student the following project. Each student should prepare a short 5-10 minute class presentation of the information researched.

1. In order for a user to utilize all the functions of Excel 2010 to its maximum potential, it is impor-

tant that the user knows how Excel 2010 is organized.

For this project the student will create a written and/or visual project discussing how Excel 2010 is

organized for the user. Important factors to consider are:

Menus

Toolbars

Tabs and functions

Customizing the toolbar for the individual.

The student will present the project in either a written report or a visual presentation to the class.

2. There are many terms that are universal no matter which Windows program a user may be access-

ing. But there are also varying terms within each program. It is important that a user knows and un-

derstands the terms, meanings, and how each term assists the user function more effectively within

the program.

For this project the student will create a list of terms that a user will need to know and understand

when using Excel 2010. Terms to consider, but are not limited to, include:

Row

Tabs

Cells

Icons

Menu

Cursor

Ribbon

Screen

Buttons

Column

Toolbar

Interface

Resolution

Commands

Live preview

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50 Session 1

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The student will create a written list defining the function of each term which will be submitted to the

instructor, then create a visual demonstration for the class on each of the terms.

3. There are many different ways a user can navigate through Excel 2010, but understanding the effi-

ciency of navigating the program in the way in which it was designed to be navigated can save a user

valuable time.

For this project, the student will create a written and/or visual demonstration of how to navigate Ex-

cel 2010 in an efficient way. Items to consider, but are not limited to, include:

Functions

Changing Views

Ribbon Organization

Navigation the Document Window

The student will organize the information found into a visual demonstration for the class, or a written

report for the instructor.

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Group Projects

Instructions: Divide into groups and assign each group one of the following subjects to research. Each group should prepare a short 5-10 minute class presentation of the information researched.

1. There are many speed keys built into Excel 2010, which makes using the program more efficient

and less time consuming. Understanding what these shortcuts are, how they work, and how to re-

member them can be a little time consuming.

For this group project, create a visual demonstration and a written report. For the visual demonstra-

tion divide the class into groups of three, and assign each individual in the group one of the following

sections:

CTRL Keys & ALT Keys

Speed Keys & Function Keys

Common Hot Keys & Visual Speed Keys

Each section will create a visual demonstration on how the speed keys assist a user to function more

time-efficiently within Excel 2010. For the written portion, each section will list the shortcuts in their

section and define the function of each. In the end, all three sections should be combined into one

written report to be turned over to the instructor.

2. Unlike other Windows programs, Excel 2010 runs on a format which requires users to utilize and

manipulate cells within a page. This, of course, goes beyond simply entering data into a cell. It also

encompasses the various options within a cell, providing the user with many formatting options.

In this group project, students will be required to create a new document in which the following ele-

ments are displayed:

Paste

Transporting Data

Inserting Columns

Copy/Paste Options

Removing Duplicates

Copy Cell Formatting

Depending on the size of the group, different elements may be assigned to different members of the

group. The document should be displayed in such a way that it can be submitted to the instructor or

presented in a demonstration. In any case, the project should reflect a cohesive demonstration of all

elements listed.

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52 Session 1

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3. Once the elements of Session 1 of the Microsoft Excel 2010 training have been studied and un-

derstood, it is necessary to apply them in order to fully master them.

In this group project, a new document will be created. The subject of this document must accu-

rately display different elements of Excel 2010 as taught in Session One.

This document must contain at least 15 elements taught in Excel 2010 Session One, and must be

formatted in a way that the document may be presented in a report to the instructor or as a presen-

tation to the class.

Elements to consider, but are not limited to, include:

Hot keys

Data entry

Formatting

Speed keys

Function keys

Basic Navigation

Data within a cell

Ribbon Organization

Modifying cell content

Managing worksheets

Toolbar customization

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Session 1 Quiz

Instructions: Circle the letter of the option that BEST answers the question.

1. Excel 2010 can be used with Windows 7, Vista, or XP. a. True b. False

2. Saving a worksheet can be done under which tab?

a. File b. Save c. View d. Page Layout

3. Which does the Live Preview function allows users view?

a. Cell format previews b. A dialog box explanation c. Cell design configurations d. A preview of future Excel worksheets

4. The Quick Access Toolbar can be reorganized.

a. True False

5. The Ribbon tabs are classified in which order in Excel 2010?

a. Ordered b. Incessant c. Progressive d. Most frequently used

6. Which component is organized in the form of groups?

a. Tabs b. Menus c. Ribbon d. Task bar

7. The combination of the keys CTRL+HOME navigates a user back to which cell?

a. A1 b. A2 c. The first cell in the current row d. The last possible cell in the worksheet

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8. The left side of the Ribbon is home to which functions? a. Help b. Extra accessories c. Most frequently used d. Least frequently used

9. How many sheets can be contained in a worksheet?

a. 155 b. 255 c. 256 d. 399

10. Excel is an evolved version of which piece of hardware?

a. Mouse b. Monitor c. Calculator d. Adding Machine

10. Which keys allow a user to quickly navigate to the far right side of a worksheet?

a. CTRL+ENTER b. CTRL+SHIFT+R c. CTRL+RIGHT ARROW d. CTRL+DOWN ARROW

11. Which is an advantage of using speed keys?

a. Removes errors b. Saves users time c. Cancels unwanted cells d. Eradicates the need for a mouse

12. Which action will give relevant options to the cell in which a user is working?

a. Right-clicking b. Selecting the menu c. Selecting the File tab d. Double-clicking a certain cell

13. The F7 key opens which tool?

a. Auto Fill b. Font size c. Cell format d. Spell check

14. The combination of the Windows logo key+T allows users to perform which action?

a. Thread files b. Task swapping c. Type text characters d. Toggle quickly to the desktop

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15. Non-adjacent cells can be selected by using which key? a. F1 b. ALT c. CTRL d. SHIFT

16. The Custom List tool allows users to list names and which other items? Choose all that

apply. a. Word Lists b. ID numbers c. Code numbers d. Company’s location

17. The destination takes priority when performing which action?

a. Manipulating data b. Deleting multiple cells c. Numerically ordering cells d. Copying within the same application

18. Clicking and dragging a worksheet allows a user to perform which action?

a. Thread files b. Task swapping c. Numerically order cells d. Move a worksheet to another location within a workbook

19. CTRL+ENTER allows users to perform which action?

a. Reorder cells b. Code numbers c. Manipulating data d. Fill multiple cells with the same value

20. Which type of setting is Text Length?

a. Data Control b. Data Validation c. Data Conversion d. Data Description

21. Double-clicking the column boarder performs which operation?

a. Filters data control to fit the text b. Links data in multiple cells to fit the text c. Automatically adjusts the height of cells to fit the text d. Automatically adjusts the width of a column to fit the text

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22. The remove duplicate button can be found in which Ribbon tab? a. Data b. Insert c. Home d. Review

23. Which action does transposing cells perform?

a. Organizing cells numerically b. Organizing cells by headings c. Organizing cells alphabetically that were previously numerical d. Horizontally organizing cells that were previously vertically organized

24. The Freeze Top Row function allows users to perform which action?

a. Lock all cells b. Organizing cells by headings c. Transpose and scroll simultaneously d. Scroll and keep top row visible at all times

25. Which feature does the New Window tool create?

a. A new workbook b. A new worksheet c. An alternate view of cell formats d. An alternate view of the current document

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Slides & Notes

Notes:__________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

Notes:__________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

Notes:__________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

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Slides & Notes

Notes:__________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

Notes:__________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

Notes:__________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

Slides & Notes

Notes:__________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

Notes:__________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

Notes:__________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

_______________________________

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Slides & Notes Notes:____________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

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Page 61: Excel 2010 Student Workbook

Session 2

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Session 2 63

Session 2 Time Tables

Session 2

Formatting Data 00:19:22

Formatting Numbers 00:20:57

Formatting Text and Tables 00:21:43

Understanding Formulas 00:26:03

Actual Time 01:28:05

Session 2

Formatting Data 00:29:03

Formatting Numbers 00:31:25

Formatting Text and Tables 00:32:34

Understanding Formulas 00:39:05

Training Time 02:12:07

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Fill-in-the-Blanks

Instructions: While watching Session 2, fill in the missing words according to the information presented by the instructor. [References where answers are found are in brackets.]

Formatting Data

1. The action to temporarily remove the formula bar is a simple as a _______________.

2. Coloring the background of worksheet can be done by selecting the _______________ icon.

3. _______________ is the maximum proportional amount of color that a user may apply to a work-

sheet.

4. A background is the _______________ most layer of a spreadsheet.

5. The Background option is located under the _______________ tab.

6. A watermark appears washed out so the image will not emerge _______________ but is still visually

present.

7. Another action to open the Format Picture dialog box is to right-click and select _______________.

8. When using a vivid picture for a watermark, a user may consider _______________ the brightness.

9. Color coding worksheets allows user to be more organized from a _______________ perspective.

Formatting Numbers

1. Cell formats are displayed in the _______________ tab.

2. The Format Painter button allows users to _______________ cell formatting from one cell to an-

other.

3. The streamline way to format a column of cells would be to _______________ the entire column.

4. In Excel, dates are _______________ values.

5. In the _______________ dialog box, users can format a cell for a zip code by selecting the Special

category.

6. When a cell is in _______________, the cell has no special format applied to it.

7. In the Format Cells dialog box, zeros typed in the Type field serve as _______________.

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Session 2 65

8. Zip codes can also be _______________ as text.

9. Smart Tags show the number in a particular cell is formatted as _______________ or preceded by an

apostrophe.

Formatting Text and Tables

1. A user can quickly select the headings of a worksheet by using the speed keys

______________________________.

2. The _______________ key combination will create a line break within a selected cell.

3. The speed keys used for _______________ in Office applications, such as Word, will not work the

same in Excel.

4. A user may configure alignment on the Home Ribbon tab, or from the _______________ dialog

box.

5. A user must _______________ sheets before adding comments.

6. The _______________ button may be used to create titles using multiple cells.

7. In Excel 2010, the formalized list no longer exists, and has been replaced by _______________.

8. Tables are located on the _______________ Ribbon tab.

9. The _______________ button provides a visual gallery of table design options.

10. A table and its accompanying options may be removed by clicking the _______________ button.

Understanding Formulas

1. The _______________ creates a dependency relationship in a cell.

2. An operation performs a simple _______________ equation.

3. The _______________ symbol is used for exponentiation of numbers.

4. Every function in Excel begins with an equal sign, _______________, and a set of parameters.

5. In an Excel function, the _______________ is used to replace the word through.

6. The _______________ shortcut will automatically total the values in a set of selected cells.

7. There are over _______________ different functions which may be used to create formulas in Excel

2010.

8. A user can modify AutoCalculate by _______________ the status bar.

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9. The AutoCalculate feature, by default, displays the ______________________________ of two or

more selected cells in the status bar.

10. When copying and pasting formulas in Excel, cell addresses are copied _______________.

11. In order to create an absolute cell address, a _______________ must be inserted before the column

letter and before the row number of the cell address.

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Session 2 67

Glossary Crossword

Instructions: Use the terms and clues below to complete the crossword puzzle.

a. column heading d. function

b. formula e. formatting

c. data table f. format painter

Across

3. A formula prewritten by Excel that takes a value or set of values and returns a new value or set of values.

4. The shaded area at the top of each column, identified by a letter.

5. A range of cells that shows the results of substituting different values in one or more formulas.

Down

1. The act of using visual and design elements to alter and improve the look of items in an Excel document.

2. A sequence of values in a cell that together produce a new value.

3. A tool which allows the user to select a cell and apply the formatting of that cell to any other cell or group

of cells.

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Session 2 69

Glossary Word Search

Instructions: Use the clues below to complete the word search.

a. column heading d. function

b. formula e. formatting

c. data table f. format painter

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Short Answer

Instructions: Use the information learned while watching Session 2 to answer the questions.

1. How can the Merge and Center button be used?

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2. List the items to which color may be applied.

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3. How is a watermark created?

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4. What is the function of the Format Painter?

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5. Why do dates and times need to be represented as values instead of plain text?

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6. List some special formats that are used in Excel 2010.

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Session 2 71

7. Which format may be used to allow leading zeros in a group of numbers?

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8. What action is performed by the ALT+ENTER shortcut while typing in a selected cell?

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9. Why are the alignment shortcuts used in Word and PowerPoint not compatible with Excel?

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10. What is found on the Quick Styles button?

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11. What is the purpose of using an equals sign in a cell?

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12. What kinds of equations are performed by operations?

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13. How is the caret symbol used in an operation.

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14. How can a user modify the AutoCalculate feature?

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15. How can a user create an absolute cell address in a formula?

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Session 2 73

Glossary Matching

Instructions: Match the glossary term described in Session 2 to its definition.

1. ___ A range of cells that shows the results of substituting different values in one or more formulas.

2. ___ A tool which allows the user to select a cell and apply the formatting of that cell to any other

cell or group of cells.

3. ___ The shaded area at the top of each column, identified by a letter.

4. ___ A formula prewritten by Excel that takes a value or set of values, performs an operation, and

returns a new value or set of values.

5. ___ The act of using font, color, and other visual and design elements to alter and improve the look

of items in an Excel document.

6. ___ A sequence of values, cell references, names, functions, or operators in a cell that together pro-

duce a new value.

a. column heading d. function

b. formula e. formatting

c. data table f. format painter

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Research Topics

Instructions: Research the topic below using the Internet and then write a few paragraphs reporting your findings. Be sure to research thoroughly and cite the resources. This page may be used to take notes.

1. Research the different ways of formatting in Excel 2010. Write a report describing these options

and the functions of each.

2. Research formulas in Excel 2010. Write a report of the different formula options. Address arithme-

tic operations, SUM function, ranges, AutoSum, average, min/max, count formula, AutoCalculate,

and References.

3. Research formatting text and tables in Excel 2010. Write a detailed report that addresses topics,

such as formatting font/fills, cell height/width, cell alignment, Merge & Center, and tables.

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Session 2 75

Individual Projects

Instructions: Assign each student the following project. Each student should prepare a short 5-10 minute class presentation of the information researched.

1. Understanding how to format a worksheet in Excel 2010 will make all the difference in the success

a user has with the program.

For this project, the student will open either an existing Excel 2010 worksheet or create an example

worksheet, which should include multiple cells with data and a header for at least five rows and col-

umns. The student will format the worksheet to look like a word processing worksheet. The student

should include several examples of the following:

Changes in Cell/Font

Changes in the View menu, located under the Show tab

The student will then create a written report discussing the process of formatting a worksheet. The

report should include: changes in specific cell/cell range/cell worksheet – discuss the process and the

different options (standard vs. custom; density/intensity measurements of RGB) for using cell color

and the options of font color alone, as well as in relation to cell color. Both the visual example and

written report will be submitted to the instructor.

2. Another way to format the data in an Excel 2010 worksheet is to add background images.

For this project the student will create a written report discussing the following points, and the advan-

tages and disadvantages of each:

Why the Insert picture option is not a valid option for adding a background

The process for mimicking a watermark on a worksheet, instead of inserting a background

The process for inserting an image into the background of an Excel worksheet, include cus-

tomizing the image to allow the text of the worksheet to remain visible

The student will then create visual examples of the components discussed in the report. This may be

done on one Excel 2010 worksheet or individual worksheets. The report and all visual examples will

be submitted to the instructor.

3. In an Excel 2010 worksheet, the information entered into a cell actually affects the worksheet as a

whole.

For this project, the student will create a written report that discusses the different options for for-

matting text and tables. The following information should be included, within the report:

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Uses of tables

Cell alignment

Inserting comments

Cell height and width

Formatting fonts and fills

Merging and centering dialogue

Next, the student will create a visual example of at least four of the formatting options and will in-

clude how each facilitates a user in Excel 2010. Both the written report and visual example will be

submitted to the instructor.

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Session 2 77

Group Projects

Instructions: Divide into groups and assign each group one of the following subjects to research. Each group should prepare a short 5-10 minute class presentation on the information researched.

1. One of the greatest advantages in Excel 2010 is the option to create operation and formulas within

cells that will calculate mathematical equations for various types of formatted worksheets. For this

group project, the group or class will be divided into two smaller groups.

Group A: Operations within Cells

Create a visual presentation discussing the definitions and purposes of the following:

Equal sign

Operator symbols

Mathematical shortcuts

Group B: Combining Mathematical Operations and Formulas

The group will create a visual presentation using an existing Excel 2010 worksheet to discuss and

demonstrate the following functions:

SUM

Count

Ranges

Average

Min/Max

AutoSum

AutoCalculate

2. The formulas in Excel 2010 are created to be not only user-friendly, but helpful for those whose

mathematical skills may not be advanced.

Using an existing Excel 2010 Worksheet, the group will create a demonstration on how to take a user

beyond simple operations to utilize more complex formulas and functions. Items to consider, but

should not be limited to, include:

Cell multiplication

Copying formulas

Absolute references

Relative cell references

This demonstration should be user-friendly yet concise. This demonstration will be presented to the

instructor and/or the class.

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3. For this group project, the group should have a firm understanding of formatting cells, as well as

using formulas within cells.

The group will create an Excel 2010 worksheet which will demonstrate this understanding. Divide the

group into the following categories:

Formulas

Formatting Data

Formatting Numbers

Formatting Text and Tables

Each group member will create a demonstration within the designated category that will be combined

with the other groups to create a cohesive, user-friendly presentation to the class.

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Session 2 79

Session 2 Quiz

Instructions: Circle the letter of the option that BEST answers the question.

1. Color may be added to an entire worksheet, certain cells, and which other option? a. Menu b. Button c. Cell range d. File handle

2. 255 is the highest amount that colors can be proportioned when using which Excel

function? a. Color All b. Color Me c. Color Sheet Custom Color

3. The Ribbon tabs are classified in which order in Excel 2010?

a. Ordered b. Incessant c. Progressive d. Most frequently used

4. Watermarks function best when they appear washed-out on an Excel Worksheet.

a. True b. False

5. Which operations must be done to format a vivid picture to become a watermark?

Choose all that apply. a. Adjust graphics b. Generate pixels c. Decrease contrast d. Increase brightness

6. Which tool copies formats?

a. Tool Box b. Cell Maker c. Format Painter d. Copy/Paste/Undo

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7. Which action will clicking a cell perform? a. Backup files b. Reveal cell format c. Open the View tab d. Open color dialog box

8. Which is a special type of format available in Excel 2010?

a. Zip Code + 4 b. Street Address c. Reveal cell format d. International Time

9. Double-clicking a cell will perform which action?

a. AutoFit b. Auto Fill c. Auto Add d. Auto Correct

10. As which does an apostrophe entered into a cell allow users to enter numbers?

a. Text b. Code c. Binomial d. Formula

11. The asterisk, plus sign, forward slash, and hyphen or dash symbols may be used for

which type of operations? a. New b. Follow-up c. Arithmetic d. Parenthetic

12. Highlighting a large area of cells is done by which combination of speed keys?

a. CTRL+SHIFT+A b. CTRL+SHIFT+F6 c. CTRL+SHIFT+F8 d. CTRL+SHIFT+RIGHT ARROW

13. Formulas may be combined with operations.

a. True b. False

14. Adjusting the font size will change the height of the row to accommodate the larger

text. a. True b. False

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15. Which does a colon denote in an Excel formula? a. Cell format b. Page Layout c. Range of cells d. Numbering pattern

16. For which does a table serve as the replacement?

a. Graph b. Formalized list c. Sparkline chart d. Character chart

17. The ALT+= shortcut may be used to access which function?

a. Auto Fill b. Auto Fit c. Auto Add d. AutoSum

18. The TAB key allows users to select a function from which help list?

a. Design b. Formulas c. Functions d. Operations

19. Which does the function =COUNTA count?

a. All graphics b. All formulas c. All blank cells d. All non-blank cells

20. Sum, Count, and Average are all displayed in which function?

a. Auto Fill b. Auto Fit c. Auto Add d. AutoCalculate

21. The Status bar is where information regarding AutoCalculate is found.

a. True b. False

22. How are cell addresses copied when using formulas?

a. Exactly b. Verbally c. Relatively d. Selectively

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23. By which will the Auto Fill function insert relative formulas? a. Design b. Default c. Formulas d. Exactness

24. Which does the Dollar sign allow when used in a formula?

a. Cell ranges b. Reveal cell formats c. Numbering patterns d. Absolute copying of formula references

25. =MIN, =MAX, =SUM and which other function are basic functions used in Excel?

a. =AP b. =DLT c. =DVD d. =AVERAGE

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Slides & Notes

Notes:__________________________

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Notes:__________________________

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Notes:__________________________

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Slides & Notes

Notes:__________________________

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Notes:__________________________

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Slides & Notes Notes:____________________________________________________

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Page 87: Excel 2010 Student Workbook

Session 3

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Session 3 89

Session 3 Time Tables

Session 3

Referencing Formulas 00:24:43

Ranges and Dates 00:20:15

Subtotals 00:12:56

Using VLOOKUPS 00:16:09

Using Nested Formulas 00:12:23

Conditional Logic 00:15:53

More Conditional Logic 00:26:08

Actual Time 02:08:27

Session 3

Referencing Formulas 00:37:05

Ranges and Dates 00:30:22

Subtotals 00:19:24

Using VLOOKUPS 00:24:13

Using Nested Formulas 00:18:34

Conditional Logic 00:23:49

More Conditional Logic 00:39:12

Training Time 03:12:41

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Fill-in-the-Blanks

Instructions: While watching Session 3, fill in the missing words according to the information presented by the instructor. [References where answers are found are in brackets.]

Referencing Formulas

1. The Sum is a formula used to _______________.

2. The Screen Tip function can be _______________.

3. Apostrophes are the syntactic indicator for _______________.

4. The Sparkline graphics function is an _______________ made to Excel 2010.

5. Three different types of Sparkline graphics include Line, Column, and _______________.

6. Hidden and empty cells can be shown as _______________, _______________, and Data points

connected with a line on an Excel worksheet.

7. The Consolidate button combines values from multiple ranges into _______________.

8. The user should select the _______________ element when using the Consolidate function.

9. The _______________ action occurs when the user selects the Create links to source data check box

in the Consolidate dialog box.

Ranges and Dates

1. _______________ is the name that can be used in a formula.

2. CTRL+SHIFT+: will enter the _______________ into the selected cell.

3. Dates are a formatting of _______________.

4. The Formula Auditing function allows users to perform the following actions: Show formulas,

_______________, and Trace dependents.

5. A formula in a cell can be _______________.

Subtotals

1. The shortcut CTRL+DOWN ARROW allows a user to _______________ to the end row of a data

range.

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2. The F5 function key opens the _______________ dialog box.

Using VLOOKUP

1. ______________________________ is a type of VLOOKUP default in Excel 2010.

2. The VLOOKUP uses the maximum value as the answer if the maximum number is

_______________ when performing a number in a range VLOOKUP.

3. VLOOKUP uses the first column in the data range to _______________ answers.

4. VLOOKUP2 searches for _______________ answers.

5. When using VLOOKUP, it is possible to get a wrong answer without an _______________.

Using Nested Formulas

1. A nested formula is a formula _______________ of another formula.

2. An Absolute formula removes a _______________ or _______________ from the beginning of a

number.

3. Excel performs _______________ calculations first.

4. The _______________ formula finds text within text.

Conditional Logic

1. Three arguments are contained in an _______________ formula.

2. Logical test, _______________, and _______________ are arguments used in an IF statement.

3. A nested IF statement may be used in situations with _______________ parameters.

More Conditional Logic

1. The _______________ function acts as a Conditional logic formula.

2. The _______________ Function wizard may offer troubleshooting tips on some formulas.

3. The _______________ shortcut opens the Insert Function wizard once a formula has already been

started in a cell.

4. _______________ and _______________ are results that may be displayed using the OR formula.

5. 225 is the maximum number of _______________ which may be performed within an OR formula.

6. The value 6600 would produce a False result in a _______________ formula, where the formula

states the value is equal to 6600.

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7. Two _______________ will display a blank cell in the IFERROR function.

8. Text string, _______________, and Show cell contents of another cell are options that may be dis-

played in the IFERROR formula when an error is found.

9. The SUMIF function will add the amounts in a specified range based on _______________ factors.

10. The SUMIFS function will add values based on _______________ conditions within a specified

range.

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Session 3 93

Glossary Crossword

Instructions: Use the terms and clues below to complete the crossword puzzle.

Across

4. The function used in Excel to create conditional logic formulas.

5. A search operation which allows the user to find a specific value within a specified range.

Down

1. A formula which produces values relative to the data contained in another cell.

2. A large formula which depends upon multiple smaller formulas set apart by parentheses.

3. Two or more selected cells on a worksheet.

a. nested formula d. IF statement

b. conditional logic e. LOOKUP

c. range

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Session 3 95

Glossary Word Search

Instructions: Use the clues below to complete the word search.

a. nested formula d. IF statement

b. conditional logic e. LOOKUP

c. range

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Short Answer

Instructions: Use the information learned while watching Session 3 to answer the questions.

1. List the three types of arguments for VLOOKUP which identifies a number within a range.

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___________________________________________________________________

2. What is the function of the shortcut CTRL+A?

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3. Name the options that may be displayed in the IFERROR formula when an error is found.

___________________________________________________________________

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4. Discuss the process of Auto Filling data into cells B3 to cells B8 to B11.

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5. List the three different types of sparkline graphics.

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6. How would a user create a Line Sparkline graphic in the selected cell with the data range of H3 to L3?

___________________________________________________________________

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Session 3 97

7. List what hidden and empty cells can be shown as on an Excel worksheet.

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8. Describe how a user would change the Low Point marker color for the Spark Line graphic to a green

color.

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9. How would a user use the Consolidate function to consolidate and create links to source data?

___________________________________________________________________

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10. What is the function of the speed keys CTRL+SHIFT+;?

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11. Name the actions the Formula Auditing function will allow users to perform.

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12. Describe the process of using the speed key to find the data range of the ID Code data.

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13. Define nested formula.

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14. List, in the correct order, the Excel parentheses color coding.

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15. List the arguments used in an IF statement.

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Session 3 99

Glossary Matching

Instructions: Match the glossary term described in Session 3 to its definition.

a. nested formula d. IF Statement

b. conditional logic e. LOOKUP

c. range

1. ___ A search operation which allows the user to find a specific value within a specified range.

2. ___ A large formula which depends upon, and contains, multiple smaller formulas set apart by paren-

theses.

3. ___ Two or more selected cells on a worksheet.

4. ___ The function used in Excel to create conditional logic formulas.

5. ___ A formula which produces values relative to the data contained in another cell, or range of cells.

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Research Topics

Instructions: Research the topic below using the Internet and then write a few paragraphs reporting your findings. Be sure to research thoroughly and cite the resources. This page may be used to take notes.

1. Research subtotals in Excel 2010. Write a detailed report on the function of subtotals. Address sub-

total options, data hierarchy, visible data, AND, OR, NOT, IFERROR, SUMIFS, AVERAGEIFS,

and COUNTIFS.

2. Research conditional logic in Excel 2010 and write a detailed report on the functions of the IF for-

mula, IF statement, nested IF, and nested IF Syntax.

3. Research VLOOKUPs in Excel 2010. Write a report on the different types of VLOOKUP and

how each functions within Excel 2010.

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Session 3 101

Individual Projects

Instructions: Assign each student the following project. Each student should prepare a short 5-10 minute class presentation of the information researched.

1. The formulas used in Excel 2010 worksheets can translate to Excel 2010 workbooks. For example,

many worksheets have multiple columns and rows of data that may be implemented on more than

one worksheet. When the total information on all sheets is needed, it can be very time consuming to

total one sheet at a time, and then try to total those totals. Excel 2010 provides a way to total all this

information from multiple worksheets in a few simple steps.

For this project, the student will create an Excel 2010 document containing at least three pages of

data and one totals page. The data used should fill at least five rows and five columns. It should be

clear what the data represents. The student will then use the steps given in the Excel 2010 course to

total the data on all the worksheets to the totals worksheet. Each step should be clear and well docu-

mented to show the instructor that the entire process has been performed correctly. The project and

documentation will be submitted to the instructor.

2. Sparkline graphics bring quick visuals to clarify a data-filled worksheet. However, there are several

options when using this feature; it is important to understand these options and how they can en-

hance a worksheet.

For this project, the student will create a short presentation for the class. Either using an existing Ex-

cel 2010 document or creating one, the created worksheet should fill at least five rows and five col-

umns. It should be clear what the data represents. The student should demonstrate a command of the

different sparkline graphic. The following options should not be overlooked:

Linking

Sparkline colors

Sparkline graphics

Hierarchical outline

Consolidation/consolidating data

3. Formulas are the heart and soul of Excel 2010. Dates are a very specific form of formula found in

Excel 2010.

For this project, the student will open a new blank worksheet in Excel 2010. Using the formulas for

dates, the student will demonstrate the different ways to add date formulas into a document. The for-

mulas should include, but are not limited to:

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Today’s date

Date and time

Date speed keys

Automatic update

Date formula calculations

Inserting dates vs. inserting date formulas

Prepare a user-friendly presentation for the class.

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Session 3 103

Group Projects

Instructions: Divide into groups and assign each group one of the following subjects to research. Each group should prepare a short 5-10 minute class presentation on the information researched.

1. It is important to have a firm understanding of the formulas and functions found within Excel

2010, as well as how to apply them when working on a single workbook.

For this project, the group will gather and demonstrate their collective knowledge of:

Linking

Subtotals

Hierarchy

Consolidation

Date speed keys

Ranges and dates

Using sparkline graphics

Totaling single and multiple sheets

Formula calculations, auditing, and evaluation

The group will put together a visual presentation demonstrating the application of the items listed.

The group may divide into two to four smaller groups and divide the information. However, the final

product should be a collective effort.

2. Nested formulas are formulas embedded inside other formulas. Understanding how these nested

formulas function and the use they offer a user will advance the user’s proficiency.

For this project, each group will subdivide into the following categories:

FIND, INDIRECT, and ROW/COL

Nested Formulas & Absolute Numbers

Nested Absolutes & Nested Formula Logic

Each individual will prepare a visual demonstration, documenting the process as they go. The group

will then come together as a whole and combine each visual demonstration into one cohesive visual.

3. Conditional logic functions are key for a user to fully grasp Excel 2010.

For this project, the group will create a visual presentation and written report which accurately de-

scribes and demonstrates an understanding of the tool. The group will be subdivided into two sepa-

rate groups.

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Group A:

Nested IF

IF Formula

IF Statement

Nested IF Syntax

Group 2:

OR

NOT

AND

SUMIFS

IFERROR

COUNTIFS

AVERAGEIFS

SUMIF/AVERAGEIFS/COUNTIF

The groups should combine information to create a new workbook that demonstrates the informa-

tion. A written report will also reflect this information and will be submitted to the instructor at the

end of the presentation.

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Session 3 105

Session 3 Quiz

Instructions: Circle the letter of the option that BEST answers the question.

1. Which symbols may be used in an Excel formula to display the current date? Choose all that apply.

a. Asterisk b. Equals sign c. Percent sign d. Parenthesis

2. Important component characteristics of a selected cell appear in which type of window?

a. Watch window b. Manager window c. Property window d. Command window

3. To avoid VLOOKUP 1 Number in a Range error, in which order should answers be

listed? a. Random b. Ascending c. Descending d. Chronological

4. Which type of information is displayed in an INDIRECT formula?

a. The sum of selected cells b. The contents of the reference cell c. The relative location of selected cells d. The translated contents of a relative cell

5. A logic test is the first argument used in which type of statement?

a. IF b. THERE c. BECAUSE d. THROUGH

6. What is the result of using quotation marks in an IF formula?

a. The cell is hidden b. The cell is deleted c. A text string is displayed

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d. The cell is filled with a specified color 7. What is the result of using the CTRL+A shortcut in a cell where a formula has started?

a. The Insert Function wizard is opened b. Conditional formatting is applied c. The cell is hidden d. The formula uses relative addresses

8. What is the maximum number of tests allowed in an OR formula?

a. 3 b. 35 c. 125 d. 255

9. Which action is performed by the SUMIF function?

a. Display a preview of various function results b. Apply conditional formatting to selected cells c. Hide all summed cells in a selected worksheet d. Add the amounts in a specified range based on conditional factors

10. What can hidden and empty cells be shown as in an Excel worksheet? Choose all that

apply. a. Gaps b. Zeros c. Master cells d. Data points connected with a line

11. Which button combines values from multiple ranges into one new range?

a. Collate b. Categorize c. Consolidate d. Concatenate

12. Which element should be selected when using the Consolidate function?

a. View tab b. Only the data c. Paint function d. The entire sheet

13. What is the function of the CTRL+; shortcut?

a. Insert picture b. Create new formula c. Insert the current date d. Create new worksheet

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Session 3 107

14. Which shortcut may be used to insert the current date in month/day/year hour: minute

format? a. CTRL+ALT+: b. CTRL+ALT; c. CTRL+SHIFT: d. CTRL+SHIFT+;

15. Which actions may be performed by the Formula Auditing function? Choose all that

apply. a. Create new worksheets b. See formulas displayed c. Display formula specifics d. Verify formulas are correct

16. What is the function of the F5 key in Excel 2010?

a. Clear all cells b. Create new worksheet c. Open the Go To dialog box d. Open the Cell Formatting dialog box

17. What is the default VLOOKUP type used in Excel 2010?

a. Find a number in a range b. Find a specific letter in a range c. Find a specific phrase in a range d. The type used to find a specific formula in a range

18. By default, which column is used by VLOOKUP to retrieve answers?

a. First row in the data range b. All columns in the data range c. First column in the data range d. First and second rows in the data range

19. Which VLOOKUP type searches for an exact match?

a. VLOOKUP2 b. VLOOKUP3 c. VLOOKUPX d. VLOOKUPEX

20. Which formula may be used to change a negative number to a positive number? a. Alpha b. Action c. Activate d. Absolute

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21. Which formula is used to find specified text within text?

a. SEEK b. FIND c. SEARCH d. COUNT

22. What is the minimum number of arguments needed for an IF formula?

a. 1 b. 2 c. 3 d. 4

23. Which function may be used in conditional logic formulas?

a. WHY b. AND c. SUM d. COUNT

24. Which formula displays only true or false results?

a. OR b. NEG c. PERC d. AVERAGE

25. In the IFERROR function, what is the result of entering two double quotation marks?

a. A blank cell is displayed b. The formula becomes null c. A nested formula is created d. Cells are conditionally formatted

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Session 3 109

Slides & Notes

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Slides & Notes

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Session 3 111

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Session 4

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Session 4 115

Session 4 Time Tables

Session 4

Financial Formulas 00:18:25

What-If Functions 00:24:41

Working with Text Formulas 00:22:04

Paste Special 00:16:20

Introduction to Charts 00:25:41

Formatting Charts 00:25:37

Conditional Formatting 00:22:32

Adding Graphics to Spreadsheets 00:17:47

Actual Time 02:53:07

Session 4

Financial Formulas 00:27:38

What-If Functions 00:37:01

Working with Text Formulas 00:33:06

Paste Special 00:24:30

Introduction to Charts 00:38:31

Formatting Charts 00:38:25

Conditional Formatting 00:33:48

Adding Graphics to Spreadsheets 00:26:41

Training Time 04:19:41

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Fill-in-the-Blanks

Instructions: While watching Session 4, fill in the missing words according to the information presented by the instructor. [References where answers are found are in brackets.]

Financial Formulas

1. When using Financial formulas, users need to be mindful of Positive and Negative

_______________.

2. The Insert Function button allows users to easily locate _______________ formulas.

3. In the Function Arguments dialog box, text must be entered in the fields with _______________

titles.

4. In the Function Arguments dialog box, the term _______________ signifies the total number of pay-

ment periods in the investment.

5. In an Excel formula, the term _______________ means Present Value.

6. A Financial formula can be manipulated to produce a _______________ amount.

7. The Goal Seek function allows users to _______________ a result to a desired value.

What-If Functions

1. In Excel, _______________ are of a mathematical nature.

2. Scenario Manager is part of the _______________function.

3. Realistic constraints should be used with the _______________ function.

4. The _______________ Web site can provide practical examples of solver problems.

5. 255 scenarios can be entered when using the _______________ function.

6. When creating a table, a Base calculation must be performed _______________.

7. A data table performs a calculation based on the _______________ that has already been done.

Working with Text Formulas

1. The Concatenate formula joins together _______________.

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Session 4 117

2. The Text-to-Columns function allows a user to _______________ data in a cell.

3. _______________, Left, and _______________ are all Extraction formulas.

4. The word _______________ must be entered in a text formula to capitalize all letters in a cell.

Paste Special

1. The speed key combination _______________ brings up the Paste Special dialog box.

2. Adding nothing to cells containing numbers formatted as _______________ automatically converts

the numbers into values.

3. The TRIM feature performs the _______________ action.

Introduction to Charts

1. At the most basic level, a _______________ is defined as graphical representation of data.

2. A Column is a type of _______________ chart in Excel 2010.

3. Stack, _______________, and _______________ are options available for picture or texture fills.

4. Line charts treat _______________ like Text.

Formatting Charts

1. The Quick Layout button in the Chart Layouts group opens a gallery of _______________ layout

options.

2. The CTRL+Y shortcut performs the _______________ action.

3. The Above Chart option will display the _______________ at the top of the chart area and resize the

chart.

4. The _______________ location of a chart legend is to the right of the chart.

Conditional Formatting

1. The first rule in using ______________________________ on a worksheet is to highlight the cells

that need to be ______________________________.

2. By default, the rules for icon sets are organized by _______________.

3. When editing a formatting rule, Excel 2010 prevents rule _______________ by taking previously

defined rules into account.

4. Asterisk and question mark symbols may be used as a wildcard in conditional formatting to

_______________ any number of missing characters.

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5. The formula _______________ may be used to apply alternative row shading.

Adding Graphics to Spreadsheets

1. The Corrections tool allows a user to adjust _______________ and _______________, or sharpen

and soften a picture.

2. Cutout, Cement, 3-D Format, and Pastels Smooth are examples of _______________ available in

Excel 2010.

3. The SmartArt tool allows the user to insert a graphic _______________ chart.

4. The SHIFT+F3 shortcut allows the user to toggle between different _______________ options in a

text box.

5. The Themes group is located under the _______________ tab.

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Session 4 119

Glossary Crossword

Instructions: Use the terms and clues below to complete the crossword puzzle.

a. line chart e. column chart i. legend

b. wildcard f. bar chart

c. pie chart g. concatenate

d. conditional formatting h. chart

Across

3. The use of an asterisk in search functions to denote that it may be replaced by any other value or charac-

ter.

5. The combination of two items into one by placing one of the items after the other.

6. A vertical chart which shows volume, quantity, and comparison.

8. A chart which only allows for one series of data and displays parts of a whole or a percentage.

9. The act of altering the appearance of data in a cell based on a set of defined conditions.

Down

1. A horizontal chart which shows progressions, trends, or comparison.

2. A chart which shows progressions or trends.

4. A graphical representation of data.

7. A key for reading the information contained in a chart.

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Session 4 121

Glossary Word Search

Instructions: Use the clues below to complete the word search.

a. line chart e. column chart i. legend

b. wildcard f. bar chart

c. pie chart g. concatenate

d. conditional formatting h. chart

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Short Answer

Instructions: Use the information learned while watching Session 4 to answer the questions.

1. List the three actions the TRIM feature is responsible for.

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

2. What is the function of F11?

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

3. Name the options that are available for picture or texture fills.

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

4. What is the purpose of the chart type X Y (Scatter)?

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

5. List the fill options available for 3-D charts.

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

6. Which options are available for formatting data labels?

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

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Session 4 123

7. Name the custom options which may be configured for a conditionally formatted cell?

___________________________________________________________________

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___________________________________________________________________

8. What is the function of the Compress tool?

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

9. List the ways a user can modify shapes.

___________________________________________________________________

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___________________________________________________________________

10. When using Financial formulas, which types of numbers should users be mindful?

___________________________________________________________________

___________________________________________________________________

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11. Describe the process of installing the Solver Add-in.

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

12. List the three Extraction formulas.

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

13. What is the function of the speed key combination ALT+E+S?

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

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14. What action does the TRIM feature perform?

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

15. List, in the correct order, the steps for delivering charts in an organized manner.

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

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Session 4 125

Instructions: Match the glossary term described in Session 4 to its definition.

Glossary Matching

1. ___ The combination of two items into one by placing one of the items after the other.

2. ___ The act of altering the appearance of data in a cell based on a set of defined conditions.

3. _ __ A key for reading the information contained in a chart.

4. ___ A chart which shows progressions or trends.

5. ___ A chart which only allows for one series of data and displays parts of a whole or a percentage.

6. ___ A graphical representation of data.

7. ___ The use of an asterisk in search functions to denote that it may be replaced by any other value or

character.

8. ___ A vertical chart which shows volume, quantity, and comparison.

9. ___ A horizontal chart which shows progressions or trends, as well as comparison.

a. line chart e. column chart i. legend

b. wildcard f. bar chart

c. pie chart g. concatenate

d. conditional formatting h. chart

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Research Topics

Instructions: Research the topic below using the Internet and then write a few paragraphs reporting the findings. Be sure to research thoroughly and site the resources. This page may be used to take notes.

1. Research financial formulas within Excel 2010. Write a report that discusses how a user can utilize

financial formulas and their functions.

2. Research text formulas in Excel 2010. Write a report on how a user can utilize text formulas while

working on an Excel 2010 workbook. Address topics, such as concatenate, text, extraction formulas,

UPPER/LOWER/PROPER, and converting formulas.

3. Research the function of charts in Excel 2010. Write a detailed report on how charts can be format-

ted by a user. Address chart styles, 3-D charts, quick layouts, formatting, legends, etc.

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Session 4 127

Individual Projects

Instructions: Assign each student the following project. Each student should prepare a short 5-10 minute class presentation of the information researched.

1. Microsoft has added some new effects and options when it comes to adding graphics to spread-

sheets. Understanding how to utilize these effects will add another level of sophistication to a spread-

sheet.

For this project, the student will create an Excel 2010 worksheet where he/she will demonstrate the

new effects and options to adding graphics. Things to consider:

Themes

Inserting shapes

Inserting pictures

Modifying pictures

Inserting/modifying SmartArt

This worksheet will be used in a demonstration given to the class. A physical copy will also be printed

for the instructor.

2. When using Excel 2010, it is important to know how to clean up a worksheet. A user may do this

using the properties of the Paste Special.

For this project, the student will use an existing Excel 2010 worksheet and utilize the Paste Special

properties. Features to consider:

TRIM

Addition

Substitute

Pasting values

Pasting formats

Quick multiplication

This project may be presented as a visual demonstration to the class or in a series of printed work-

sheets to be submitted to the instructor.

3. Excel 2010 not only provides numerical formulas, but text formulas as well. Text formulas provide

some important functions and are great for cleaning up text. This cleanup is especially useful when

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text is imported from another program into Excel 2010.

For this project, the student will explore the different functions of text formulas. To do this, the stu-

dent will insert text from another program. This text should be listed information. Using text formu-

las, the student will demonstrate the action. Things to consider:

Concatenate

Text to columns

Extraction formulas

UPPER/LOWER/PROPER

Combining with previous formulas

Converting formulas with function keys

This demonstration will be presented to the class. A written paper documenting the process of using

Text Formulas to clean up the imported text will be submitted to the instructor.

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Session 4 129

Group Projects

Instructions: Divide into groups and assign each group one of the following subjects to research. Each group should prepare a short 5-10 minute class presentation of the information researched.

1. Charts are a graphical representation of data. This data can be as simple as reporting weekly sales or

as complex as a modern work of art. Excel 2010 has expanded the visual capabilities of charts and

everything is available to a user with just a couple of clicks.

For this project, the group will be creating a visual presentation which demonstrates the user-friendly

capabilities of Excel 2010. This presentation will have two parts which will be combined into one co-

hesive demonstration.

The group will first divide into two subgroups:

Group A:Basic Charts

This subgroup will be responsible for the first part of the demonstration, dealing with basic charts.

The group may use data from an existing document for this demonstration, or they may create a

document. Each part of the demonstration will not only be presented visually, but should be docu-

mented textually, including a printout of each step. Things to consider, but not be limited to:

Updating

Data labels

Instant chart

Fill and picture fills

Line/scatter charts

Charts and chart types

Adding secondary Y/X value axis

Group B: Formatting Charts

This subgroup will be responsible for the second part of the demonstration, dealing with formatting

charts. This group should use the data and information provided by the first subgroup for the demon-

stration. Each part of the demonstration will not only be presented visually, but should be docu-

mented textually, including a printout of each step. Things to consider, but not be limited to:

Layout

Legends

Chart title

3-D charts

Chart styles

Quick layouts

Formatting chart labels

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For the presentation, both subgroups should create a cohesive presentation on the functions of charts

in Excel 2010. The documented portions of each subgroup should be combined to create a written

report to be submitted to the instructor at the end of the presentation.

Sometimes a user is provided with a series of different scenarios and needs to make a decision. Excel

2010 actually makes this process quite easy with What-If functions.

For this project, the group will create a scenario in which the What-If functions provide the solution.

Then, create a presentation outlining how this process is to take place. Things to consider include, but

are not limited to:

Reports

Constraints

Data Tables

Using Solver

Solver Add-in

Scenario Manager and report

The group will also create a written report outlining the scenario, the properties of the What-If func-

tions used, and the end product. This report will be submitted to the instructor once the presentation

is completed.

3. It is not only important to understand the Excel 2010 course study elements, but also to be able to

successfully apply them to an original Excel 2010 workbook.

For this project, an original Excel 2010 workbook will be constructed. The information and data con-

tained in this project should be pulled from an actual document, worksheet, weekly sales report, etc.

The information and data will be worked into a scenario in which the group will use the elements of

session four of the Excel 2010 course study to cleanup, enhance, and provide solutions. The group

must use at least one element from the eight sections covered in session four. Elements to consider,

but are not limited to:

Charts

Paste Special

What-If functions

Formatting charts

Financial formulas

Conditional formatting

Working with text formulas

Adding graphics to spreadsheets

Both a visual presentation and a written report will be constructed. The group may want to divide into

smaller groups to split up the work, but in the end the presentation and report should be cohesive.

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Session 4 131

Session 4 Quiz

Instructions: Circle the letter of the option that BEST answers the question.

1. Which term in the Function Arguments dialog box represents the total number of payment periods in an investment?

a. InP b. PerP c. Nper d. NumP

2. Which function requires realistic constraints?

a. Sort b. Filter c. Solver d. Divide

3. What is the function of a concatenation formula?

a. Joins cell contents b. Applies conditional formatting c. Creates an average of selected cells d. Creates an IF statement based on selected cells

4. Which formula extracts a fixed number of characters from the middle of a cell?

a. FIX b. EXT c. MID d. MED

5. Which formula can determine character position?

a. Find b. Search c. Character d. Determine

6. The TRIM feature is responsible for which actions? Choose all that apply.

a. Removing trailing b. Removing leading c. Deleting extra cells d. Converting all intermediate spaces into one space

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7. Which chart type shows a vertical representation of volume, quantity, and comparison? a. Pie b. Bar c. Line d. Column

8. What is the result of pressing F11 after selecting a data range?

a. A simple chart is created b. Data range is concatenated c. Conditional formatting is applied d. Data is copied and pasted into a new worksheet

9. Which chart type displays plot points proportionately?

a. Pie b. Line c. Bubble d. X Y (Scatter)

10. What is the function of the CTRL+Y shortcut?

a. Redo b. Undo c. New sheet d. New Workbook

11. In which ways may shapes be modified? Choose all that apply.

a. Edit Points b. Theme Fills c. Change Texture d. Fill with Picture e. Change Fill Colors

12. From which location can a user select Financial formulas?

a. Group b. Locate c. What-If d. Insert Function

13. What is the function of the Goal Seek action?

a. Applies formatting based on data provided b. Creates charts based on default settings c. Allows users to combine data from multiple cells d. Allows users to manipulate a result to desired value

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Session 4 133

14. What is the nature of constraints used in Excel 2010? a. Sequential b. Descending c. Alphabetic d. Mathematic

15. Which is a component of the What-If function?

a. Scenario Analysis b. Improbability Factors c. Indefinite Speculation d. Descending Arrangement

16. What is the maximum amount of scenarios which may be entered in the Scenario

Manager function? a. 25 b. 130 c. 108 d. 255

17. Which is the first calculation performed when creating a table?

a. Base b. Large c. Small Counter

18. Which tool may be used to split data in a cell?

a. Cell Styles b. Data Validation c. Text to Columns d. Conditional Formatting

19. Which are examples of Extraction formulas? Choose all that apply.

a. Mid b. Sum c. Left d. Right

20. What is the result of entering the word Upper into a text formula?

a. Capitalize words in a cell b. Align text to the top edge c. Sort words alphabetically d. Sort words based on maximum usage

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21. Which tool is used as a graphical representation of data? a. Fill b. Chart c. Clip-art d. Conditional formatting

22. Which item is located on the Quick Layout button, in the Charts Layout group?

a. Data color options b. User created layouts c. Conditional Formatting options d. A gallery of premade layout options

23. By default, which item is located to the left of a chart?

a. Title b. Legend c. Color selector d. Modification tools

24. Which are examples of Top/Bottom conditional formatting rules? Choose all that

apply. a. Top 10% b. Top 10 items c. Above Average d. Bottom 10 items

25. What is the function of the asterisk when used in conditional formatting?

a. Hides cell contents b. Places cell contents in a group c. Wildcard to replace missing characters d. Selects the cell for independent formatting

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Page 139: Excel 2010 Student Workbook

Session 5

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Session 5 Time Tables

Session 5

Outlining, Sorting, and Filtering 00:22:45

PivotTables and PivotCharts 00:42:21

Protecting Data 00:11:50

Introduction to Backstage 00:14:43

Collaboration 00:18:49

Saving Workbooks 00:19:21

Printing Workbooks 00:14:46

Macros with VB for Applications 00:41:46

Actual Time 03:06:21

Session 5

Outlining, Sorting, and Filtering 00:34:07

PivotTables and PivotCharts 01:03:32

Protecting Data 00:17:45

Introduction to Backstage 00:22:05

Collaboration 00:28:14

Saving Workbooks 00:29:02

Printing Workbooks 00:22:09

Macros with VB for Applications 01:02:39

Training Time 04:39:31

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Fill-in-the-Blanks

Instructions: While watching Session 5, fill in the missing words according to the information presented by the instructor. [References where answers are found are in brackets.]

Outlining, Sorting, and Filtering

1. Click on the Sort button and ______________________________ are two necessary actions to be-

gin sorting with the Sort function.

2. The Filter tool enables filtering of selected _______________.

3. The Advanced filtering action allows filtering of data based on _______________ criteria.

PivotTables and PivotCharts

1. The PivotTable tool combines the best features of _______________ and _______________.

2. Categories in the PivotTable Field List include: State, _______________, _______________,

Amount, _______________, Sales Person.

3. Values, Row Lables, Report Filter, and Column Labels are four major areas of the

_______________.

4. When using a PivotTable, grand totals are added for both columns and rows by _______________.

5. The Refresh button _______________ data.

6. Adding a space allows users to change the _______________ of the fields in a PivotTable.

7. A user can view a breakdown of the data in a PivotTable by _______________ on any total.

8. The Slicer tool _______________ data interactively.

Protecting Data

1. Locking cells can protect data from _______________ or _______________ changes.

2. The Protect Sheet function prevents unwanted changes to the data in a sheet by specifying what in-

formation can be _______________.

3. The _______________ of a cell can be hidden.

4. The option to hide a worksheet is found under the _______________ tab.

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Introduction to Backstage

1. Tags are keywords that are used for _______________.

2. _______________ is another term for tags.

3. Inspect Document, Check Accessibility, and Check Compatibility are options within the

_______________ button.

Collaboration

1. Shared documents cannot contain Excel tables, _______________, or

______________________________.

2. The Protect Shared Workbook function allows users to track _______________ on a shared work-

sheet.

Saving Workbooks

1. Edit file, _______________, and _______________ actions can be performed with the help of the

Microsoft Office Compatibility Pack.

2. The CTRL+N speed key combination _______________ a new file.

3. In the Save As location, a user can change the file format to a _______________ document.

4. The Web page file format offers the highest amount of _______________.

Printing Workbooks

1. A user can set up a worksheet for print under the _______________ tab.

2. A user can access the Page Break Preview under the _______________ tab.

3. Fit to and _______________ are page scaling options available in Excel 2010.

4. A user can turn on the option to print gridlines on the _______________ tab.

Macros with VB for Applications

1. The primary function of a macro is to make _______________ automatic.

2. The _______________ language has been developed in order to create a _______________.

3. The Macros button is located on the _______________ tab.

4. The following letters may be used to create a new shortcut key while holding _______________ in a

recordable macro: J, L, E, Q, and M.

5. The shortcut _______________ will open Visual Basic from Excel.

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6. Unwanted actions in a macro may be _______________ using Visual Basic.

7. The Modify button may be used to change the _______________ or the display name of a macro

button on the Quick Access Toolbar.

8. The Excel Macro-Enabled Workbook should be used in order to _______________ created macros.

9. The function of the Save Workspace button on the View tab is to create a _______________ to all

currently opened worksheets.

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Glossary Crossword

Instructions: Use the terms and clues below to complete the crossword puzzle.

a. VBA

b. PivotTable report

c. filtering

d. macro

e. PivotTable

Across

3. A programming language used to create macros.

4. The act of displaying only the rows in a list that satisfy the conditions specified by the user.

5. The summarized data which is calculated from the data fields of a source list or table.

Down

1. An interactive Excel report that summarizes and analyzes data.

2. A term which is used to describe a way of automating tasks.

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Glossary Word Search

Instructions: Use the clues below to complete the word search.

a. VBA

b. PivotTable report

c. filtering

d. macro

e. PivotTable

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Short Answer

Instructions: Use the information learned while watching Session 5 to answer the questions.

1. What is the purpose of the Protect Sheet function?

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2. How can a user insert a comment into a worksheet?

___________________________________________________________________

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3. What is the extension MHTML used for?

___________________________________________________________________

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4. What does the Sheet tab of the Page Setup dialog box allow a user to do?

___________________________________________________________________

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5. Describe the primary function of a macro.

___________________________________________________________________

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6. What does the macro storage option Personal Macro Workbook allow a user to do?

___________________________________________________________________

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7. What is the purpose on the Apostrophe symbol in Visual Basic?

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8. Name the two actions that are necessary to begin sorting with the Sort function.

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9. What is the function of the Filter tool?

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10. List the categories in the Pivot Table Field List.

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11. Which are the four major areas of the Pivot Table?

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12. What is the purpose of the Refresh button?

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13. What is the purpose of the Slicer tool?

___________________________________________________________________

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14. List the options within the Check for Issues button.

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15. Which items can shared documents not contain?

___________________________________________________________________

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Instructions: Match the glossary term described in Session 5 to its definition.

Glossary Matching

1. ___ A term, meaning "large" in Greek, which is used to describe a way of automating tasks.

2. ___ A programming language used to create macros.

3. ___ The summarized data which is calculated from the data fields of a source list or table.

4. ___ The act of displaying only the rows in a list that satisfy the conditions specified by the user.

5. ___ An interactive, cross-tabulated Excel report that summarizes and analyzes data, such as database

records from various sources.

a. VBA

b. PivotTable report

c. filtering

d. macro

e. PivotTable

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Research Topics

Instructions: Research the topic below using the Internet and then write a few paragraphs reporting your findings. Be sure to research thoroughly and site the resources. This page may be used to take notes.

1. Research the different ways of protecting data within an Excel 2010 document. Write a report that

outlines how to protect a user’s data. Address locking cells, protecting a workbook, hiding cells, and

hiding worksheets.

2. Research the options for saving workbooks in Excel 2010. Write a report on how a user may utilize

these options. Address the following topics: previous version, file sharing, customization, compatibil-

ity, options, templates, and Web page.

3. Research how outlining, sorting, and filtering are utilized in Excel 2010. Write a report that ad-

dresses grouping, ungrouping, sorting, and filtering.

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Individual Projects

Instructions: Assign each student the following project. Each student should prepare a short 5-10 minute class presentation of the information researched.

1. Excel 2010 has provided the means for protecting work within a workbook. There are different

actions which can be taken in order to more fully protect an Excel 2010 workbook.

For this project, the student will create a visual demonstration on how to protect data within an Excel

2010 workbook. To do this, the student may use an existing workbook and must visually demonstrate

the different ways to protect the data within the workbook. Discuss the reasons for performing such

actions. Protection to consider:

Windows

Structure

Hiding cells

Locking cells

Unlocking cells

Using passwords

Hiding worksheets

Hiding vs. protecting

Workbook protection

Individual worksheet protection

A written report documenting the process of each types of protection will be submitted to the in-

structor at the end of the visual demonstration.

2. Sharing workbooks is common in Excel 2010. Besides the data in the worksheet(s), there are other

things within the workbook that may share. Excel 2010 provides a way to check out the properties of

the document, as well as expecting the document for details that a user may or may not want to share.

For this project, the student will write a written report outlining the way to identify the different prop-

erties and details a user may or may not want to share. Things to consider, but are not limited to:

Tags

Slice

Titles

Dates

People

Inspection

Comments

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Sparkline graphics

The student may want to include visual examples in their report. The report will be submitted to the

instructor.

3. Sorting and filtering the data within a worksheet is a great way to stay organized.

For this project, the student will use an existing workbook. The student will use this workbook to

demonstrate the uses of outlining, sorting, and filtering data within a workbook, as well as how these

processes are useful in organizing the data within a workbook. This should be a user-friendly demon-

stration, and should include, but is not limited to:

Levels

Filtering

Grouping

Ungrouping

Sorting data

Advanced filtering

Selecting filtered rows

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Group Projects

Instructions: Divide into groups and assign each group one of the following subjects to research. Each group should prepare a short 5-10 minute class presentation of the information researched.

1. When sharing Excel 2010 documents with other users, there must be clearly defined limitations and

restrictions of the content of documents.

For this project, the group will create a cohesive and user-friendly presentation outlining the defined

limitations and restrictions on the contents of shared documents and how to make them accessible to

shared users if necessary. To do this, the group will split into two sub-groups:

Group A:

Construct the portion of the presentation dealing with the limitations of sharing workbooks, how to

share within a workbook, how to protect a shared workbook, and how to accept or reject changes

made within a shared workbook. Things to consider:

Limitations

Read-only

Highlights what cannot be changed when a document is shared

Sharing Workbooks

Allowing shared users to change things within a document

Protect Shared Workbook

Tracking Changes

Sharing with track changes

Accept/Reject Changes

When/who/where

Group B:

Construct the portion of the presentation dealing with the management of information rights, the

document signature, and how to mark a workbook as complete. Things to consider:

Information Rights Management (IRM)

Copyright

Global protection

Screen Capturing (OCR)

Dissemination of a document

Terms of document protection

Specification of a documents use

Document Signature

When used or necessary

Inserting a signature/signature line

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Mark as Final

Permissions

Although this project is broken into two separate parts, they should be combined into one presenta-

tion.

2. Although saving and printing a workbook may seem simple tasks, there are various options pro-

vided by Excel 2010 for completing this process.

For this project, the group will use an existing Excel 2010 workbook to demonstrate the various op-

tions of saving and printing an Excel 2010 document. The group will divide into two subgroups. Each

sub group will be responsible for documenting and demonstrating their topic. The documentation

from each subgroup will be combined into a written report to be submitted to the instructor.

Group A: Saving Workbooks

Options

Templates

Customize

File sharing

Save as a Web page

Single file Web page

Saving as a previous version

Group B: Printing Workbooks

Sailing

Margins

Headings

Print Area

Orientation

Page Breaks

Print Options

Headers/Footers

A user can use macros in an automated fashion to save time.

3. For this project, the group will demonstrate the use and options when using macros in Excel 2010.

This demonstration will come out of an original document, and the group may want to consider di-

viding into smaller sections. The end product should be a demonstration that is complete, concise,

and user-friendly. Things to consider, but are not limited to:

Editing

Saving

Testing

Buttons

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Storage

Recording

Visual basics

Shortcut keys

Creating a macro

Relative reference

Recordable/non-recordable macros

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Session 5 Quiz

Instructions: Circle the letter of the option that BEST answers the question.

1. Which function allows users to tie a range of cells together? a. Load b. Group c. Packet d. Formula

2. Which action will activate the tools on a PivotChart?

a. Open the Home tab b. Click on the PivotChart c. Open Tools from the File menu d. Use the Function button to locate tools

3. Which tool allows the user to protect cells from unwanted or accidental changes?

a. Lock cells b. Avoid cells c. Apply cells d. Border cells

4. Which function prevents unwanted changes to the data in a sheet by specifying what

information can be changed? a. Lock Data b. Lock Sheet c. Specify Data d. Protect Sheet

5. In which location are user-created templates found?

a. My templates b. Sample templates c. New from existing d. Office.com templates

6. The MHTML extension is used for which type of document?

a. Dynamic Web page b. Single file Web page c. Cross-site scripting file d. Excel file with macros enabled

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7. Macro formulas created in Excel 2010 may be used in which other programs? Choose all that apply.

a. Word b. Notepad c. PowerPoint d. Windows Media Player

8. Which item may be used to make tasks automatic?

a. Table b. Micro c. Macro d. Optimizer

9. Which option allows a macro to be saved and made available for multiple users on a

network? a. This Workbook b. New Workbook c. Public Macro Workbook d. Personal Macro Workbook

10. What is the function of the apostrophe in Visual Basic?

a. Ends an action b. Starts a function c. Designates a click d. Inserts a comment

11. Which actions are necessary to begin sorting? Choose all that apply.

a. Click the Sort button b. Manually sort the data c. Click the Cell Styles button d. Place cursor in the data range

12. Which is a benefit of advanced filtering?

a. Removes redundant data b. Combines cells based on value c. Allows filtering on only a single criteria d. Allows filtering based on multiple criteria

13. Which tool uses sort and filter features?

a. PivotTable b. ChartMaster c. DynamicGraph d. CollationChart

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14. Which are PivotTable Field List categories? Choose all that apply. a. State b. Month c. Amount d. Sales Type

15. Which are major areas of a PivotTable? Choose all that apply.

a. Values b. Row Labels c. Report Filter d. Column Labels

16. What is the result of adding a space in a PivotTable field?

a. Cell is hidden b. Conditional formatting is applied c. User can change the name of the field d. Fields are assigned colors based on themes

17. What is the function of the Slicer?

a. Filters data interactively b. Removes all redundant data from a table c. Detaches worksheets into separate documents d. Allows user to create interactive and clickable images

18. Which term is used to describe the keywords used in searching?

a. Tags b. Inserts c. Parameters d. Descriptions

19. Which are Check for Issues options? Choose all that apply.

a. Report Errors b. Inspect Document c. Check Compatibility d. Check Accessibility

20. What is the function of the CTRL+N shortcut?

a. Open a new file b. Insert a column c. Delete a column d. Go to next page

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21. Which print options are available from the Print area of the File menu? Choose all that apply.

a. Margins b. Orientation c. Print Preview d. Collated/Uncollated

22. Which is a primary function of the VBA language?

a. Create macros b. Create interactive SWF files c. Design interactive Web sites d. Create basic programs from scratch

23. Which are examples of non-recordable macros? Choose all that apply.

a. Built-in functions b. Opening other applications c. Importing from other applications d. Involved complications and calculations

24. Pressing which key will allow a user to use all 26 letters when creating a macro

shortcut? a. CTRL b. SHIFT c. ENTER d. SPACEBAR

25. What is the function of the ALT+F11 shortcut?

a. Opens Visual Basic b. Creates a new PivotTable c. Prepares the document for print d. Opens the Create New Macro wizard

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Slides & Notes

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