MICROSOFT OFFICE SPECIALIST MS WORD & MS EXCEL 2010

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2012

THE UMES MICROSOFT IT ACADEMY AND CERTIFICATION TESTING CENTER

IN PARTNERSHIP WITH
THE MARYLAND STATE DEPARTMENT OF EDUCATION

MICROSOFT OFFICE SPECIALIST

MS WORD & MS EXCEL 2010
TRAINING HANDBOOK
MSDE BMF Program Affiliate
7/27/2012

Prepared with special consideration by Dr. Nicole A. Buzzetto-More Associate Professor of Management,
University of Maryland Eastern Shore and Director MSDE BMF Program Affiliate. Copyright 2011. All
rights reserved. Users are forbidden to reproduce, republish, redistribute, or resell any materials from this
document in either machine-readable form or any other form without permission.

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MICROSOFT OFFICE SPECIALIST MS WORD & MS EXCEL 2010

2012

Contents
Contents ........................................................................................................................................... 1
About The MOS Tests ....................................................................................................................... 2
MOS Word Certification Exam Tasks ................................................................................................. 3
Tricky Questions?.............................................................................................................................. 5
Word 2010 Exam Tasks ..................................................................................................................... 7
Ms Excel 2010 Test Objectives ........................................................................................................ 12
Microsoft Excel 2010 Certification Exam Tasks ................................................................................ 14
Excel Quick Guide .......................................................................................................................... 15
Excel 2010 Quick Reference Card .................................................................................................... 19
Document Inspector ......................................................................................................................... 22
What's New In Excel 2010 ............................................................................................................... 23
Microsoft Office Backstage View .......................................................................................................... 23
Workbook Management Tools ............................................................................................................... 23
Sparklines ............................................................................................................................................... 23
Slicers ..................................................................................................................................................... 24
Paste Options .......................................................................................... Error! Bookmark not defined.
Picture-Editing Tools.............................................................................................................................. 24
Accessibility Checker ............................................................................................................................. 25
MS Excel Glossary .......................................................................................................................... 26

Prepared with special consideration by Dr. Nicole A. Buzzetto-More Associate Professor of Management,
University of Maryland Eastern Shore and Director MSDE BMF Program Affiliate. Copyright 2011. All
rights reserved. Users are forbidden to reproduce, republish, redistribute, or resell any materials from this
document in either machine-readable form or any other form without permission.

BUZZETTO-MORE 2012

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ABOUT THE MOS TESTS

Most people greatly overestimate their technical skills. When it comes to the use of Microsoft
Word and Excel, the average user is only proficient with less than 25% of the capabilities of the
software. Two levels of certification tests are available for MS Word and Excel 2010. The core
level test certifies that a user is proficient with 80% of the features at the functional level. The
expert level test certifies that users are able to use the software at the administrative level to
manage users, manipulate options, customize the environment, collaborate on group projects,
and etcetera.
By preparing for the MOS tests you will find that you will greatly increase your familiarity with
the software. You will discover tools and features that you may not have previously known
existed and which may be extraordinarily useful. You will also learn that the software is capable
of more than you had expected, which may in turn increase your daily proficiency.
By earning Microsoft Office Specialist certifications you will be receiving a globallyacknowledged and industry-recognized credential. Delivered by Certiport, this is the only
credentialing program endorsed by the Microsoft Corporation.
The questions are not worded to be tricky or misleading. For success a test taker just needs to be
well versed in the software application, ready to be persistent and search for the correct answer,
and pace their self.
Here are some tips for taking the test:

Learn all of the tabs and associated groups

Be familiar with the File Tab also known as Backstage View
Learn Word/Excel Options
If you are not sure about a question, select skip to move ahead. You will be able to return
to the question at the end of the test.
If you think that you have clicked too many places looking for the answer, you can reset
the question and start again and you will not be penalized.
Keep track of the time. You neither want to move too sluggishly nor at a hurried pace.
Do not over think questions. As mentioned above, they are not worded to be misleading.
Stick to the literal. Here is an example from the MS Word Test 2007 where a question
asked test takers to change the initials of a user, you may be inclined to change the
authors information. This would be incorrect. The author information is part of a
documents properties and is specific to a single document. The user is set at the software
level by visiting Word Options.

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MOS WORD CERTIFICATION EXAM TASKS

Microsoft dictates to Certiport the tasks that should be included on the certification exams. As
such, the same tasks tend to be found on almost all exams. Further, questions must be of similar
difficulty. What this means is that every certification test is inherently the same as every other
certification test whereas each test is comprised of the same tasks with variations in the wording
of the question and the task specifics. Finally, if does not pass the test on their first attempt and
elects to take the retest, the retest is essentially identical to the first attempt.
Having seen well over a 100 certification exams, we have identified the skills that are included in
the MOS Word certification exams. Multiple skills are often grouped together in a single
question. Additionally, the wording of individual questions varies significantly.

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Change User Name Or Initial

Add Formula To Table
Background Color Change (e.g. Tan Darker 30%)
New Style Based On
Insert Multi Level List
Hide/Show Deletions
Insert Text Box
Insert Smart Art
Change Shape Of Smart Art
Page Numbering
Do Not Display Page Number Or Footer On First Page
Insert Section Break
Convert Text To Columns
Add Word Art
Change Word Art Shape
Add Comment
Add Text To Comment
Inspect Document For
Inspect Document And Remove Hidden Text
Compress All Pictures
Add A Picture
Move Picture Before
Group Objects
Locate Bookmark
Compare Documents
Copy And Paste Without Formatting
Change Font Theme
Change Theme
Create Custom Theme
Mail Merge
Merge Fields
Insert table of contents, table of figures, endnote, caption, cross reference,
table of authorities, bibliography, cross reference, mark index entry (reference
tab)
Line Numbers
Page Borders
Text wrapping
Change or create styles
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Use Style Inspector
Insert/Use Quick Parts
Insert Hyperlink, Bookmark, or cross reference

TRICKY QUESTIONS?
There are always a few questions included on the certification exam that for some reason seem to
confuse people. Most of these questions involve the use of Word Options. We have included
several simple tasks below that seem to be problematic for many test takers with screen shots
showing you where to find the correct response.
Change user id

Display hidden text

Autosave in specific format

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Examine document for hidden text

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MS WORD 2010 EXAM TASKS

While I cannot provide you with the questions, I can tell you that in some shape or another you
will need to complete the following tasks in order to pass the MS Word 2010 core certification
examination. Please, note that in a number of cases you are required to complete the same task
on multiple occasions albeit in a different content.
Formatting
Split Document
Display at a certain percent
Apply a specific theme
Apply a style or create a new style to a header, title, etc
Format text as column by creating a custom column
(you will know it is custom because they will give
you specific widths and may ask you to add a line
between)
Add a page border
Change border options
Change Margins
Add a watermark
Format to prevent page breaks
Format to keep lines together
Adjust line spacing

Base new document on template

Save as template
Save as pdf or csv file type
Document Management and Sharing
Restrict file changes
Save as template
Create a new blog post based on current file
Mark as final
Set Autosave defaults

Proofing and Correction

Display comments from a specific user
Delete comments from only one user
Edit a comment
Insert a new comment or edit an existing comment
Turn off the correct spelling as you type feature
Make an autocorrect exception

View Tab

Page Layout Tab

Home Tab (first two are the same task go

to the Paragraph group and expand the
dialogue launcher go to line and page
breaks and select keep lines together)
File/Backstage View.

Review tab

File/Backstage View
Tips: Autosave default is an option that can be
adjusted you will likely be asked to change the
autosave default location, do not just create a
new file that is a blog post nor should you do a
save as rather it is a save and send/publish task;
however, it would not be published until you
click publish from within the blog post which
you will not want to do
Review tab

File/Backstage View

Tip: Go to proofing, autocorrect options,

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Mail Merge
Use Step by Step Mail Merge Wizard
Add/Edit Address Block, Date Field, or other merge field
Use external file to create recipient list
Preview Letters
Design Elements
Define new bullet
Apply text effect
Modify text wrapping
Move text into shape
Move position of a picture
Insert a table
Insert a clip art
Add a picture
Insert textbox
Rotate Clip Art
Apply a specific artistic effect to an image
Remove the background of an image
Autocorrect image
Adjust contrast of an image
Referencing and Other
Insert table of contents
Insert Index
Add hyperlink to location within document
Add a hyperlink to a webpage

then a little button that says exceptions

which is easy to miss
Answers can be found in the Mailings Tab

Home Tab
Tip: Go to bullets and scroll down and select
define new bullet and text effect is a new option
in the font group

Drag and drop unless it appears that the picture

needs to be more specifically moved in relation
to a margin.

Insert Tab.

Select the object and then use the On Demand

picture tools tab that will appear

Reference Tab

Insert Tab

On demand tab

Convert table to text

View side by side

View tab.

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Word 2010 Training

Keyboard Shortcuts

Word Quick Reference Card Word 2010

Open a Document <Ctrl> + <O>

Create New <Ctrl> + <N>
Save a Document <Ctrl> + <S>
Print a Document<Ctrl> + <P>
Close a Document <Ctrl> + <W>
Help <F1>

General

http://www.mousetraining.co.uk/training-manuals/Word_2010_QRG.pdf

Screen Fundamentals
The File tab, located in the upper left-hand corner of the program window,
replaces the Office button found in the 2007 version of Microsoft Word. The
File Tab gives access to backstage view which contains basic file
management commands, including New, Open, Save, Print, Close. And Options.

Editing
Cut <Ctrl> + <X>
Copy <Ctrl> + <C>
Paste <Ctrl> + <V>
Undo <Ctrl> + <Z>
Redo or Repeat <Ctrl> + <Y>

Formatting
Bold <Ctrl> + <B>
Italics <Ctrl> + <I>
Underline <Ctrl> + <U>
Align Left <Ctrl> + <L>
Center <Ctrl> + <E>
Align Right <Ctrl> + <R>
Justify <Ctrl> + <J>

Navigation and Layout

Up One Screen <Page Up>
Down One Screen <Page Down>
Beginning of Line<Home>
End of Line <End>
Beginning of <Ctrl> + <Home>
End of Document<Ctrl> + <End>

Text Selection

Backstage
To Create a New Document: Click the File Tab, select New, select a
Blank document and click Create, or press <Ctrl> + <N>.
To Open a Document: Click the File Tab and select Open, or press
<Ctrl> + <O>.
To Save a Document: Click the Save button on the Quick Access
Toolbar, or press <Ctrl> + <S>. or Go to the File Tab and click Save.
To Save a Document with a Different Name: Click the File Tab, select
Save As, and enter a new name for the document.
To Preview a Document: Click the File Tab, Click on Print the Print
Preview Window will be on the right.
To Print a Document: Click the File Tab and select Print, and click Print
or press <Ctrl> + <P>.
To Undo: Click the Undo button on the Quick Access Toolbar or press
<Ctrl> + <Z>
To Close a Document: Click the Close button in the top right hand corner
or press <Ctrl> + <W>.
To Get Help: Press <F1> to open the Help window. Or click the question
mark in the top right hand corner Type your question and press <Enter>.
To Exit Word: Click the File Tab and click Exit.

Bold <Ctrl> + <B>

Italics <Ctrl> + <I>
Underline <Ctrl> + <U>
Align Left <Ctrl> + <L>
Center <Ctrl> + <E>
Align Right <Ctrl> + <R>
Justify <Ctrl> + <J>

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Formatting
To Cut or Copy Text: Select the text you want to cut or copy and click the Cut or Copy button in the
Clipboard group on the Home tab.
To Paste Text: Place the insertion point where you want to paste and click the Paste button in the Clipboard
group on the Home tab.
To Format Selected Text: Use the commands in the Font group on the Home tab, or click the Dialog Box
Launcher in the Font group to open the Font dialog box.
To Copy Formatting with the Format Painter: Select the text with the formatting you want to copy and
click the Format Painter button in the Clipboard group on the Home tab. Then, select the text you want to apply
the copied formatting to.
To Change Paragraph Alignment: Select the paragraph(s) and click the appropriate alignment button
(Align Left, Center, Align Right,or Justify) in the Paragraph group on the Home tab.
To Indent a Paragraph: Click the Increase Indent button in the Paragraph group on the Home tab.
To Decrease an Indent: Click the Decrease Indent button in the Paragraph group on the Home tab.
To Add a Tab Stop: Click the Tab alignment box on the Ruler until you see the type of tab you want to
insert. Then, click on the Ruler where you want to insert the tab stop.
To Adjust or Remove a Tab Stop: Click and drag the L tab stop to the desired position on the Ruler. Click
and drag the tab stop off the Ruler toremove it.
To Change Paragraph Line Spacing: Click the Line Spacing button in the Paragraph group on the Home
tab and select an option from the list.
To Create a Bulleted or Numbered List: Select the paragraphs you want to bullet or number and click the
Bullets or Numbering button in the Paragraph group on the Home tab.
To Change a Documents Margins: Click the Page Layout tab on the Ribbon, click the Margins button in
the Page Setup group, and select a setting.
To Change Page Orientation: Click the Page Layout tab on the Ribbon, click the Orientation button, and
select an option from the list.
To Insert a Header or Footer: Click the Insert tab on the Ribbon and click the Header or Footer button in
the Header & Footer group.
To Insert a Manual Page Break: Click the Insert tab on the Ribbon and click the Page Break button in the
Page Setup group.
To Insert a Section Break: Click the Page Layout tab on the Ribbon, click the Breaks button in the Page
Setup group, and select the type of break you want to insert.
To Correct a Spelling Error: Right-click the error and select a correction from the contextual menu. Or,
press <F7> to run the Spell Checker.
To Find Text: Click the lioJ Find button in the Editing group on the Home tab. To Replace Text: Click the
Replace button in the Editing group on the Home tab.
To Move Text with the Mouse: Select the text you want to move, drag the text to a new location, and
release the mouse button.

Tables
To Insert a Table: Click the Insert tab on the Ribbon, click the Table button in the Tables group, and select
Insert Table from the menu.
To Insert a Column or Row: Click the Layout tab under Table Tools and use the commands located in the
Rows & Columns group.
To Delete a Column or Row: Select the column or row you want to delete, click the Layout tab under Table
Tools, click the Delete button in the Rows & Columns group, and select an appropriate option from the menu.

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To Adjust Column Width or Row Height: Select the column or row you want to adjust, click the Layout tab
under Table Tools, and use the commands located in the Cell Size group.

Mail Merge
Select a document type: Click the Mailings tab on the Ribbon, click the Start Mail Merge button in the
Start Mail Merge group, and select the type of document you want to create.
Connect the document to a data source: In the Start Mail Merge group on the Mailings tab, click the
Select Recipients button.
Refine recipients: In the Start Mail Merge group on the Mailings tab, clickmthe Edit Recipient List button.
Insert merge fields: Position the insertion point where you want to insert the merge field(s) and use the
commands found in the Write & Insert Fields group on the Mailings tab.
Preview your letters: In the Preview Results group on the Mailings tab, click the Preview Results button.
Complete the merge: In the Finish group on the Mailings tab, click the Finish & Merge button and select an
option from the list.

Drawing and Graphics

To Insert a Clip Art Graphic: Click the Insert tab on the Ribbon and click the Clip Art button in the
Illustrations group. Type the name of what youre looking for in the Search for box and click Go.
To Insert a Picture: Click the Insert tab on the Ribbon and click the Picture button in the Illustrations
group. Find and select the picture you want to insert and click Insert.
To Adjust Text Wrapping: Double-click the object, click the Text Wrapping button in the Arrange group,
and select an option from the list.
To Draw a Shape: Click the Insert tab on the Ribbon, click the Shapes button in the Shapes group, and
select the shape you want to insert. Then, click where you want to draw the shape and drag until the shape
reaches the desired size. Hold down the <Shift> key while you drag to draw a perfectly proportioned shape or
straight line.
To Move an Object: Click the object and drag it to a new location. Release the mouse button when youre
finished.
To Resize an Object: Click the object to select it, click and drag one of its sizing handles (o), and release the
mouse button when the object reaches the desired size. Hold down the <Shift> key while dragging to maintain
the objects proportions while resizing it.
To Delete an Object: Select the object and press the <Delete> key.
To Format an Object: Double-click the object and use the commands located on the Format tab.
To Insert a WordArt Object: Click the Insert tab on the Ribbon, click the WordArt button in the Text
group, and select a design from the WordArt Gallery. Enter the text you want WordArt to format and adjust the
font type and size, if necessary. Click OK

The Quick Guide is used with permission of Mouse Training Company. It can be copied and
distributed as long as it is properly cited.

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MS EXCEL 2010 TEST OBJECTIVES

Managing the Worksheet Environment
Navigate through a worksheet.
o This objective may include but is not limited to: Hot keys, name box
Print a worksheet or workbook.
o This objective may include but is not limited to: printing only selected worksheets, printing an entire
workbook, constructing headers and footers, and applying printing options (scale, print titles, page
setup, print area, gridlines)
Personalize environment by using Backstage.
o This objective may include but is not limited to: Manipulate the Quick Access Toolbar, manipulate the
ribbon tabs and groups, manipulate Excel default settings, import data to Excel, import data from Excel,
demonstrate how to manipulate workbook properties, manipulate workbook files and folders. apply
different name and file formats for different uses by using save and save as features
Creating Cell Data
Construct cell data.
o This objective may include but is not limited to: using paste special (formats, formulas, values, preview
icons, transpose rows and columns, operations, comments, validation, paste as a link), and cutting,
moving, and select cell data
Apply AutoFill.
o This objective may include but is not limited to: Copy data using AutoFill, fill series using AutoFill,
copy or preserve cell format with AutoFill, select from drop-down list
Apply and manipulate hyperlinks.
o This objective may include but is not limited to: Create a hyperlink in a cell, modify hyperlinks, modify
hyperlinked-cell attributes, remove a hyperlink
Formatting Cells and Worksheets
Apply and modify cell formats.
o This objective may include but is not limited to: aligning cell content, applying a number format,
wrapping text in a cell, and using Format Painter
Merge or split cells.
o This objective may include but is not limited to: using Merge & Center, Merge Across, Merge cells, and
Unmerge Cells
Create row and column titles.
o This objective may include but is not limited to: Print row and column headings, print rows to repeat
with titles, print columns to repeat with titles, configure titles to print only on odd or even pages,
configure titles to skip the first worksheet page
Hide and unhide rows and columns.
o This objective may include but is not limited to: Hide a column, unhide a column, hide a series of
columns, hide a row, unhide a row, hide a series of rows
Manipulate Page Setup options for worksheets.
o This objective may include but is not limited to: Configure page orientation, manage page scaling,
configure page margins, change header and footer size
Create and apply cell styles.
o This objective may include but is not limited to: Apply cell styles, construct new cell styles
Managing Worksheets and Workbooks
Create and format worksheets.
o This objective may include but is not limited to: Insert worksheets, delete worksheets, copy, reposition,
copy and move, rename, grouping, apply coloring to worksheet tabs, hiding worksheet tabs, unhiding
worksheet tabs
Manipulate window views.
o This objective may include but is not limited to: splitting window views, arranging window views, and
opening a new window with contents from the current worksheet

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Manipulate workbook views.

o This objective may include but is not limited to: using Normal, Page Layout, and Page Break workbook
views, and creating custom views
Applying Formulas and Functions
Create formulas.
o This objective may include but is not limited to: Use basic operators, revise formulas
Enforce precedence.
o This objective may include but is not limited to: Order of evaluation, precedence using parentheses,
precedence of operators for percent vs. exponentiation
Apply cell references in formulas.
o This objective may include but is not limited to: Relative, absolute
Apply conditional logic in a formula.
o This objective may include but is not limited to: Create a formula with values that match your
conditions, edit defined conditions in a formula, use a series of conditional logic values in a formula
Apply named ranges in formulas.
o This objective may include but is not limited to: Define, edit and rename a named range
Apply cell ranges in formulas.
o This objective may include but is not limited to: Enter a cell range definition in the formula bar, define a
cell range using the mouse, define a cell range using a keyboard shortcut
Presenting Data Visually
Create charts based on worksheet data.
Apply and manipulate illustrations.
o This objective may include but is not limited to: Clip Art, SmartArt, shapes, screenshots
Create and modify images by using the Image Editor.
o This objective may include but is not limited to: making corrections to an image (sharpen or soften an
image, changing brightness and contrast), using picture color tools, and changing artistic effects on an
image
Apply Sparklines.
o This objective may include but is not limited to: using Line, Column, and Win/Loss chart types,
creating a Sparkline chart, customizing a Sparkline, formatting a Sparkline, and showing or hiding data
markers
Sharing worksheet data with other users
Share spreadsheets by using Backstage.
o This objective may include but is not limited to: sending a worksheet via E-mail or Skydrive, changing
the file type to a different version of Excel, and saving as PDF or XPS
Manage comments.
o This objective may include but is not limited to: inserting, viewing, editing, and deleting comments
Analyzing and Organizing Data
Filter data.
o This objective may include but is not limited to: Define, apply, remove, search, filter lists using
AutoFilter
Sort data.
o This objective may include but is not limited to: using sort options (values, font color, cell color)
Apply conditional formatting.
o This objective may include but is not limited to: Apply conditional formatting to cells, use the Rule
Manager to Apply Conditional Formats, use the IF Function and Apply Conditional Formatting, icon
sets, data bars, clear rules

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Microsoft Excel 2010 Certification Specific Exam Tasks

Formatting
Split Worksheet
Use Format Painter
Hide or Show Columns
Delete Rows
Show Ink
Change Margins
Edit Header/Footer
Add Footer
Show File Name
Display File Path
Modify Style
Change Tab Color
Show Formulas
Modify Page Set Up Options
Merge Cells
Paste Only Values
Modify Comments
Delete Comments
Modify Heading Style
Convert to Table
Document Management
Save As Other File Type (csv, pdf)
Change Comment Display
Insert a new comment
Copy Worksheet
Move Worksheet
Modify Print Options
Manipulate Print Area
Protect Worksheet
Edit Autosave Options

Design Elements
Move position of a picture
Change SmartArt Graphic
Add Effects to SmartArt Graphic
Change Direction of Graphic
Remove Background of Image
Scale Chart or Image
Correct Image

Formulas
Create Formulas Using Named Ranges
Create a Formula Across Sheets
Reference Cells Across Sheets
Absolute References
Find Maximum
Modify Logical Formula (If)
Change Order of Evaluation In A Formula
Manipulating Data
Edit Named Ranges
Filter by two criteria
Sort By Two Levels
Custom Auto-filter
Create or Edit Range
Insert Sparklines
Apply Conditional Formatting
Find and Replace

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MS EXCEL QUICK GUIDE

BASICS

LOCATE

HIDE/UNHIDE ROWS AND COLUMNS

THEMES

HOME/FORMAT
PAGE LAYOUT

ADD NEW SHEET

HOME TAB OR OFFICE BUTTON

MOVE SHEET

SELECT W/ MOUSE

CHANGE TAB COLOR

HOME/CELLS.FORMAT

RENAME SHEET
SHOW/HIDE GRIDELINES
PAGE BREAK VIEW
SET PRINT AREA

RIGHT CLICK ON SHEET TAB OR HOME FORMAT

VIEW TAB
VIEW TAB
PAGE LAYOUT TAB

CHANGE PRINT AREA

MOVE PAGE BREAK

PAGE LAYOUT
PAGE BREAK VIEW

PRINT PREVIEW
WRAP TEXT

OFFICE BUTTON
HOME TAB

SET MARGINS
CHANGE ORIENTATION
SET PICTURE AS WORKSHEET BACKGROUND
INCREASE COLUMN WIDTH

PAGE LAYOUT TAB

PAGE LAYOUT TAB
PAGE LAYOUT TAB
HOME TAB/CELLS GROUP

INCREASE DECREASE ROW HEIGHT

HOME TAB/CELLS GROUP

INSERT ROWS

HOME TAB/CELLS GROUP

INSERT COLUMNS

HOME TAB/CELLS GROUP

ZOOM IN OR OUT
SHOW FORMULAS
CHART LAYOUT STYLE
COPY RANGE OF CELLS
PASTE WITHOUT FORMATTING
PASTE ONLY COMMENTS
PASTE ONLY FORMULAS
PASTE ONLY VALUES
FORMAT AS TABLE
WRAP TEXT
MERGE AND CENTER
MERGE WITHOUT CENTERING
MERGE ACROSS
TEXT ORIENTATION
ALIGNMENT
NUMBER FORMAT
MOVING DECIMAL PLACES

VIEW TAB
FORMULA BAR/ FORMULA EDITING
CHART TOOLS
SELECT AND COPY
AUTOFILL HANDLE
AUTOFILL HANDLE
PASTE SPECIAL
PASTE SPECIAL
HOME TAB
HOME TAB
HOME TAB
HOME TAB
HOME TAB
HOME
HOME
HOME TAB
HOME NUMBER GROUP

PRINT TO FIT ON ONE PAGE

VIEW HEADINGS
PAPER SIZE

PAGE LAYOUT/ PAGE SETUP EXPAND

PAGE LAYOUT/ SHEET OPTIONS
PAGE LAYOUT/ PAGE SETUP
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NEXT LEVEL MATERIAL

LOCATION

CREATE RANGE

FORMULA TAB

NAME RANGE

FORMULA TAB

SORT AND FILTER

DATA TAB

TURN ON FILTER

DATA TAB

CLEAR ALL FILTERS

DATA TAB

CONDITIONAL FORMATTING

HOME

CELL STYLES

HOME

AUTOSUM

HOME

FILL

HOME/ EDITING

FIND AND SELECT

HOME

SELECTION PANE

PAGE LAYOUT/ ARRANGE

SAVE WORKSPACE

VIEW TAB

HIDE FORMULA BARS

VIEW TAB

SHOW HIDE MESSAGE BAR

VIEW TAB

CUSTOM VIEWS

VIEW TAB

PAGE LAYOUT

VIEW TAB

ZOOM TO SELECTION

VIEW TAB

ARRANGE IN WINDOW
SPLIT
FREEZE PANES
VIEW SIDE BY SIDE

VIEW TAB
VIEW TAB
VIEW TAB
VIEW TAB

SYNCHRONOUS SCROLLING
RESET WINDOW POSITION
SWITCH WINDOWS
VIEW MACROS
ADD A COMMENT
PROTECT SHEET
PROTECT WORKBOOK
SHARE WORKBOOK
ALL USERS TO EDIT RANGES
TRACK CHANGES

VIEW TAB
VIEW TAB
VIEW TAB
VIEW TAB
REVIEW TAB
REVIEW TAB
REVIEW TAB
REVIEW TAB
REVIEW TAB
REVIEW TAB

SHOW ALL COMMENTS

REVIEW TAB

INSERT PICTURE
INSERT SMART ART
INSERT SHAPE

INSERT
INSERT
INSERT

INSERT CLIP ART

USE ON DEMAND TABS TO EDIT
ILLUSTRATIONS
BORDERS/SHADING

INSERT
APPEAR WHEN APPLICABLE
HOME TAB
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SUM
INSPECT
RESTRICT
ENCRYPT
MARK AS FINAL

FORMULA TAB/ AUTOSUM

OFFICE BUTTON/PREPARE
OFFICE BUTTON/PREPARE
OFFICE BUTTON/PREPARE
OFFICE BUTTON/PREPARE

ADD A DIGITAL SIGNATURE

OFFICE BUTTON/PREPARE

PROPERTIES
PUBLISH
SHOW DEVELOPER TAB
CHANGE USER NAME
ENABLE THE USE OF TABLE NAMES IN
FORMLAS

OFFICE BUTTON/PREPARE
OFFICE BUTTON/PUBLISH
EXCEL OPTIONS
EXCEL OPTIONS
EXCEL OPTIONS

INTERMEDIATE

LOCATION

CONDITIONAL FORMATTING RULES

TIME/DATE
MORE NUMBER FORMATS

HOME
HOME
HOME

ADD CHART

INSERT TAB

INSERT HYPERLINK
HEADER FOOTER
PAGE NUMBERING
IMPORT DATA FROM ACCESS
GET EXTERNAL DATA FROM OTHER
SOURCES
EXISTING CONNECTIONS
REFRESH CONNECTIONS
ADVANCED FILTERING
TEXT TO COLUMNS
REMOVE DUPLICATES
CONSOLIDATE

INSERT TAB
INSERT TAB
INSERT TAB
DATA TAB
DATA TAB

WHAT IF ANALYSIS

DATA TAB

AUTO OUTLINE

DATA TAB

SHOW DETAIL
SUBTOTAL
TRACE PRECEDENTS
TRACE DEPENDENTS
ERROR CHECKING
ERROR MESSAGE
EVALUATE FORMULA
REMOVE ARROWS
WATCH WINDOW

DATA TAB
DATA TAB
FORMULA TAB
FORMULA TAB
FORMULA TAB
FORMULA TAB
FORMULA TAB
FORMULA TAB
FORMULA TAB

USE IN FORMULA (DEFINED NAMES)

FORMULA TAB

INSERT FUNCTION
SUMIF

FORMULA TAB
FORMULA TAB/ AUTOSUM

DATA TAB
DATA TAB
DATA TAB
DATA TAB
DATA TAB
DATA TAB

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AVERAGE
MAX, MIN
COUNT
LOWER (TEXT FUNCTION)
CREATE CUSTOM AUTOFILTER
DELETE COLUMN IN TABLE ONLY
DELETE/REPLACE ERROR MESSAGE
SORT USING MULTIPLE CRITERIA
WORKING WITH FUNCTIONS

FORMULA TAB/ AUTOSUM

FORMULA TAB/ AUTOSUM
FORMULA TAB/ AUTOSUM
FORMULA TAB/ TEXT
DATA TAB/ SORT AND FILTER/ ADVANCED
HOME TAB/CELLS GROUP
FORMULA TAB
DATA TAB
LOCATION

FUNCTION LIBRARY
COUNTA

FORMULA TAB
FORMULA TAB/ INSERT FUNCTION

COUNTIF

FORMULA TAB/ INSERT FUNCTION

SUMIF

FORMULA TAB/ INSERT FUNCTION

HLOOKUP

FORMULA TAB/ LOOUP AND REFERENCE

VLOOKUP

FORMULA TAB/ LOOUP AND REFERENCE

FORMULAS WITH IF, OR, AND, TRUE, FALSE

FORMULAS ACROSS SHEETS

FORMULA TAB/ LOGICAL

NEED TO REFERENCE SHEET BEFORE YOU REFERENCE
CELL
FORMULA TAB/ DATE TIME
FORMULA TAB/ INSERT FUNCTION

DAYS 360
DATABASE FUNCTIONS
DROP DOWN LIST
SET ABOVE AVERAGE CONDITION
AVERAGEIF
AVERAGEIFS
COUNTA
PIVOT TABLE

DATA TAB/ DATA VALIDATION/ EXPAND

HOME TAB/ CONDITIONAL FORMATTING/ TOP BOTTOM
RULES
FORMULA TAB/ INSERT FUNCTION
FORMULA TAB/ INSERT FUNCTION
FORMULA TAB/ INSERT FUNCTION
INSERT TAB/ TABLES/ PIVOT TABLE

PIVOT CHART

INSERT TAB/ TABLES/ PIVOT TABLE

DATA VALIDATION

DATA TAB/ DATA VALIDATION

COPY SHEET INTO NEW WORKBOOK

HOME TAB/ CELLS GROUP/ FORMAT

NAME OR CREATE A RANGE

FORMULAS/DEFINED NAMES/CREATE FROM

SELECTION
FORMULAS/FUNCTION LIBRARY/MORE FUNCTIONS

TRANSPOSE (CONVERTS A VERTICAL ARRAY

TO A HORIZONTAL ARRAY)

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http://www.mousetraining.co.uk

Excel 2010 Quick Reference Card

The Excel 2010 Screen

Keyboard Shortcuts
General

Open a Workbook <Ctrl> + <O>

Create New <Ctrl> + <N>
Save a Workbook <Ctrl> + <S>
Print a Workbook <Ctrl> + <P>
Close a Workbook <Ctrl> + <W>
Run Spelling Check <F7>

Editing

Cut <Ctrl> + <X>

Copy <Ctrl> + <C>
Paste <Ctrl> + <V>
Undo <Ctrl> + <Z>
Find <Ctrl> + <F>
Replace <Ctrl> + <H>
Select All <Ctrl> + <A>

Formatting
Bold <Ctrl> + <B>
Italics <Ctrl> + <I>
Underline <Ctrl> + <U>
Open Format Cells Dialog Box <Ctrl>
+ <E>

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Formatting
To Format Text: Use the commands in the Font group on the Home tab, or click the Dialog Box Launcher
in the Font group to open the Font dialog box.
To Format Values: Use the commands in the Number group on the Home tab, or click the Dialog Box
Launcher in the Number group to open the Format Cells dialog box.
To Copy Formatting with the Format Painter: Select the cell(s) with the formatting you want to copy and
click the Format
Painter button in the Clipboard group on the Home tab. Then, select the cell(s) you want to apply the copied
formatting to.
To Change Cell Alignment: Select the cell(s) and click the appropriate alignment button (Align Left,
Center, Align Right) in the Alignment group on the Home tab.

Editing
To Cut or Copy Data: Select cell(s) and click the Cut or Copy button in the Clipboard group on the Home
tab.

To Paste Data: Select the destination cell(s) and click the Paste button in the Clipboard group on the Home
tab.

To Copy Using Auto Fill: Point to the fill handle at the bottom-right corner of the selected cell(s), then drag
to the destination cell(s).
To Move or Copy Cells Using Drag and Drop: Select the cell(s) you want to move or copy, position the
pointer over any border of the selected cell(s), then drag to the destination cells. To copy, old down <Ctrl> key
while dragging.
To Paste Special: Cut or copy the cell(s), select the destination cell(s), click the Paste button list arrow in
the Clipboard group on the Home tab, and select Paste Special. Select an option and click OK.
To Insert a Column or Row: Right-click the selected row or column heading(s) to the right of the column or
below the row you want to insert and select Insert from the contextual menu.
To Delete a Column or Row: Select the row or column heading(s) and either right-click them and select
Delete from the contextual menu, or click the Delete button in the Cells group on the Home tab.
To Insert a Comment: Select the cell where you want to insert a comment and click the Review tab on the
Ribbon. Click the New Comment button in the Comments group.

Formulas and Functions

To Total a Cell Range: Click the cell where you want to insert the total and click the AutoSum button in the
Editing group on the Home tab. Verify the selected cell range and press return.
To Enter a Formula: Select the cell where you want to insert the formula, press <=>, and enter the formula
using values, cell references, operators, and functions. Press <Enter> when youre finished.
To Insert a Function: Select the cell where you want to enter the function and click the Insert Function
button on the Formula Bar.
To Reference a Cell in a Formula: Type the cell reference (for example, B5) in the formula or click the cell
you want to reference.
To Create an Absolute Cell Reference: Precede the cell references with a $ sign or press <F4> after
selecting a cell range to make it absolute.
To Use Several Operators or Cell Ranges: Enclose the part of a formula you want to calculate first in
parentheses.
To Add Sparkline: select data including cell you wish sparkline to appear. Go to insert tab Sparklines group
select type of Sparkline you wish to use, line, Columns, Win/Loss.

Charts
To Create a Chart: Select the cell range that contains the data you want to chart and click the Insert tab on
the Ribbon. Click a chart type button in the Charts group and select the chart you want to use from the list.
To Adjust Column Width: Drag the right border of the column header. Double-click the border to AutoFit
the row according to its contents.
To Adjust Row Height: Drag the bottom border of the row header. Double-click the border to AutoFit the row
according to its contents.
To Add Cell Borders: Select the cell(s), click the Border button list arrow in the Font group on the Home tab,
and select a border type.

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To Add Cell Shading: Select the cell(s), click the Fill Color button list arrow in the Font group on the Home
tab, and select a fill color.
To Apply a Document Theme: Click the Page Layout tab on the Ribbon, click the Themes button in the
Themes group, and select a theme from the gallery.
To Insert a Header or Footer: Click the Insert tab on the Ribbon and click the Header & Footer button in
the Text group. Enter header text.

Workbook Management
To Add a New Worksheet: Click the Insert Worksheet tab next to the sheet tabs at the bottom of the
program screen.
To Delete a Worksheet: Select the sheet want to delete, click the Delete button in the Cells group on the
Home tab, and select Delete Sheet. Or, right-click the sheet tab and select Delete from the contextual menu.
To Rename a Worksheet: Double-click the sheet tab, enter a new name for the worksheet, and press
<Enter>.
To Split a Window: Drag either the vertical or horizontal split bar (located near the scroll bars) onto the
worksheet.
To Freeze Panes: Place the cell pointer where you want to freeze the window, click the View tab on the
Ribbon, click the Freeze Panes button in the Window group, and select an option from the list. To Select a Print
Area: Select the cell range you want to print, click the Page Layout tab on the Ribbon, click the Print Area
button in the Page Setup group, and select Set Print Area.
To Adjust Page Margins, Orientation, Size, and Breaks: Click the Page Layout tab on the Ribbon and use
the commands in the Page Layout group,
To Protect or Share a Workbook: Click the Review tab on the Ribbon and use the commands in the
Changes group.

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Document Inspector
It is very likely that you may be asked a question that requires you to inspect a document for hidden
comments, xml, or something else. You access the document inspector by selecting the Microsoft Office
button followed by Prepare.

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22

The pages in the following section are provided courtesy of the Microsoft Corporation.

WHAT'S NEW IN EXCEL 2010

What's New in Excel 2010
From the Microsoft Corporation
Retrieved 3/20/2011 from:
http://office.microsoft.com/en-us/excel-help/what-s-new-in-excel-2010-HA010369709.aspx

Microsoft Office Backstage view

Click the File tab to open Backstage view, where you create new files, open existing files, save, send, protect,
preview, and print files, set options for Excel, and more. After you click the File tab, you can see the Microsoft
Office Backstage view. The Office Backstage view is where you manage your files and the data about them
creating, saving, inspecting for hidden metadata or personal information, and setting options. In short, it is
everything that you do to a file that you don't do in the file.The File tab in Microsoft Office 2010 replaces the
Microsoft Office Button

and File menu used in earlier releases of Microsoft Office.

Workbook management tools

1.
2.
3.
4.
5.
6.
1.
2.
3.
4.
5.
6.
7.
8.

New files
If you are working in a newly created file or a temporary Word, Excel or PowerPoint file, such as an e-mail
attachment in Outlook, and then close it without saving, follow these steps to open the last autosaved draft:
Open the Office 2010 applications that you were using.
Click the File tab.
Click Recent.
Click Recover Unsaved Documents if you are in Word 2010, Recover Unsaved Workbooks if you are in Excel
2010 or Recover Unsaved Presentations if you are in PowerPoint 2010.
Your saved drafts folder will open in a new window. Select the file and then click Open.
In the business bar at the top of the file, click Save As to save your file to your computer.
You can also access these files by using these steps:
Open the Office 2010 application you were using.
Open a new file or any existing file.
Click the File tab.
Click Info.
Click Manage Versions.
Click Recover Unsaved Documents if you are in Word 2010, Recover Unsaved Workbooks if you are in Excel
2010 or Recover Unsaved Presentations if you are in PowerPoint 2010.
You will see the list of your unsaved files. Select the file and click Open.
In the business bar at the top of the file, click Save As to save your file to your computer.
Files in this folder will be kept for four days after creation.

Sparklines
You can use sparklinestiny charts that fit in a cellto visually summarize trends alongside data. Because
sparklines show trends in a small amount of space, they are especially useful for dashboards or other places where
you need to show a snapshot of your business in an easy-to-understand visual format. In the following image, the
sparklines that appear in the Trend column let you see at a glance how each department performed in May.
Create a sparkline
1. Select an empty cell or group of empty cells in which you want to insert one or more sparklines.

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2.

On the Insert tab, in the Sparklines group, click the type of sparkline that you want to create: Line, Column, or
Win/Loss.

3.

In the Data box, type the range of the cells that contain the data on which you want to base the sparklines.
Note

You can click

to temporarily collapse the dialog box, select the range of cells that you want on

the worksheet, and then click

to restore the dialog box to its normal size.
When one or more sparklines are selected, the Sparkline Tools appear, displaying the Design tab. On the Design
tab, you can choose one or more of several commands from among the following groups: Sparkline, Type,
Show/Hide, Style, and Group. Use these commands to create a new sparkline, change its type, format it, show or
hide data points on a line sparkline, or format the vertical axis in a sparkline group. These options are described in
detail in the following section.

Slicers
Slicers are visual controls that let you quickly filter data in a PivotTable in an interactive, intuitive way. If you insert
a slicer, you can use buttons to quickly segment and filter the data to display just what you need. In addition, when
you apply more than one filter to your PivotTable, you no longer have to open a list to see which filters are applied
to the data. Instead, it is shown there on the screen in the slicer. You can make slicers match your workbook
formatting and easily reuse them in other PivotTables, PivotCharts, and cube functions.

1.
2.
3.
4.
5.

Create a slicer in an existing PivotTable

Click anywhere in the PivotTable report for which you want to create a slicer.
This displays the PivotTable Tools, adding an Options and a Design tab.
On the Options tab, in the Sort & Filter group, click Insert Slicer.
In the Insert Slicers dialog box, select the check box of the PivotTable fields for which you want to create a slicer.
Click OK.
A slicer is displayed for every field that you selected.
In each slicer, click the items on which you want to filter.
To select more than one item, hold down CTRL, and then click the items on which you want to filter.

Improved picture-editing tools

Communicating ideas in Excel 2010 isn't always about showing numbers or charts. If you want to use photos,
drawings, or SmartArt to communicate visually, you can take advantage of the following features:
Screenshots Quickly take a screenshot and add it to your workbook, and then use the tools on the Picture Tools
tab to edit and improve the screenshot. Read more about screenshots.
1. Click the worksheet that you want to add the screenshot to.
2. On the Insert tab, in the Illustrations group, click Screenshot.
3. Do one of the following:
To add the whole window, click the thumbnail in the Available Windows gallery.
To add part of the window, click Screen Clipping, and when the pointer becomes a cross, press and hold
the left mouse button to select the area of your screen that you want to capture.
If you have multiple windows open, click the window you want to clip from before clicking Screen
Clipping. When you click Screen Clipping, the program you are working in is minimized and only the
window behind it is available for clipping.
New SmartArt graphic layouts For example, use the Captioned Picture layout to show pictures with nicelooking captions underneath. Read more about SmartArt graphics.
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1.
2.

3.
4.

Picture corrections Fine tune the color of a picture, or adjust its brightness, contrast, or sharpnessall without
having to use additional photo-editing software. Read more about correcting pictures.
Change the color intensity of a picture
Click the picture that you want to change the color intensity for.
Under Picture Tools, on the Format tab, in the Adjust group, click Color.
Adjust group on the Format tab under Picture Tools
If you don't see the Format or Picture Tools tabs, make sure that you've selected a picture. You may have
to double-click the picture to select it and open the Format tab.
To choose one of the most common, Color Saturation adjustments, click Presets, and then click the thumbnail that
you want.
To fine-tune the intensity, click Picture Color Options.

New and improved artistic effects Apply different artistic effects to your picture to make it look more like a
sketch, drawing, or painting. New artistic effects include Pencil Sketch, Line Drawing, Watercolor Sponge, Mosaic
Bubbles, Glass, Pastels Smooth, Plastic Wrap, Photocopy, Paint Strokes, and many more. Read more about adding
effects. You can enhance your picture by adding effects, such as shadows, glows, reflections, soft edges, bevels, and
three-dimensional (3-D) rotations to it. You can also add an artistic effect to a picture or change the brightness,
contrast, or blurriness of a picture.
1. Click the picture that you want to add an effect to.
2. Under Picture Tools, on the Format tab, in the Picture Styles group, click Picture Effects.
3. Do one or more of the following:
To add or change a built-in combination of effects, point to Preset, and then click the effect that you want.
To add or change a shadow, point to Shadow, and then click the shadow that you want.
To add or change a reflection, point to Reflection, and then click the reflection variation that you want.
To add or change a glow, point to Glow, and then click the glow variation that you want.
To add or change a soft edge, point to Soft Edges, and then click the size of the soft edge that you want.
To add or change an edge, point to Bevel, and then click the bevel that you want.
To add or change a 3-D rotation, point to 3-D Rotation, and then click the rotation that you want.
Crop to a specific shape
Select the picture or pictures that you want to crop to a specific shape.
If you are cropping multiple pictures, you must crop to the same shape. To crop to different shapes, crop the
pictures individually.
2. Under Picture Tools, on the Format tab, in the Size group, click the arrow under Crop.
3. Click Crop to Shape and then click the shape you want to crop to.
1.

Change the resolution of a picture

Click the picture or pictures that you want to change the resolution for.
Under Picture Tools, on the Format tab, in the Adjust group, click Compress Pictures.
To change the resolution for the selected pictures only and not all of the pictures in the document, select the Apply
only to this picture check box.
4. Under Target output, click the resolution that you want.
1.
2.
3.

Accessibility Checker
Accessibility Checker helps identify and resolve accessibility issues in your documents, so that you can fix any
potential problems that might keep someone with a disability from accessing your content.If your document has any
accessibility issues, the Microsoft Office Backstage view displays an alert that lets you review and repair any issues
in your document, if necessary. You can see the alert by clicking the File tab. Under Prepare for Sharing, click
Check for Issues, and then click Check Accessibility

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MS EXCEL GLOSSARY
3-D Pie Chart
3-D Reference

Absolute Reference

Active Cell
Active Window
Application Window
Argument
Arguments

Arithmetic Operators
As New Sheet
As Object In
AutoCalculate
AutoCorrect
AutoFill
AutoFilter
AutoFilter Control Button
AutoFit Selection
AutoFormat
Average
Book#
Border Tab
Borders
Calculated Field
Cell
Cell Address
Cell Comments

Cell References
Cell Shading
Chart Text Boxes

Chart Title
Chart Toolbar
Charts
Click-entry Method
Close
Colon Symbol

Column Headings
Column Letter
Column Width
Columns
Column-Select
Comment Indicator

The 3-D pie chart is a simple chart style that is useful for illustrating the parts of a whole.
A 3-D reference makes it possible to link worksheets together. When the name of a sheet tab appears in a
formula followed by an exclamation point, the cell address is a 3-D reference. You can type 3-D references, but
clicking the reference you want to add is much easier, because it automatically adds the exclamation point.
An absolute address in a formula refers to a specific cell location or range. It always points to the location of a
specific cell, even if you copy it. Absolute addresses are created by adding a $ sign in front of each character
in the cell address. For example, $C$8 always refers to cell C8.
The active cell contains the insertion point and is identified by a dark border around the cell. Its address is
shown in the formula bar. Any action you perform is performed on the active cell.
The active window is the area on the Desktop that is currently being used and which usually contains a file or
an application.
The Excel application window holds any open document windows. The menus and tools in the application
window vary depending on whether a document window is open.
Arguments are parts of a formula that are used to produce the resulting calculation. In this lesson, the
arguments are logical test, value if true, and value if false.
The function name is followed by its arguments in parentheses that tell Excel which values to calculate.
Arguments can be quite complex, but in this course, we'll be using simple ones. This formula applies the
average function to cell references D3, D7, and C11, and gives the average of the values stored in the three
cells specified in the argument.
Arithmetic operators are the symbols used in formulas to calculate values, such as addition (+), subtraction (-),
multiplication (*), division (/), and exponentiation (^).
Select the As new sheet option in Step 4 of the Chart Wizard to have Excel create the chart on a separate
chart sheet in the workbook.
Select the As object in option in Step 4 of the Chart Wizard to have Excel create the chart on a worksheet in
the workbook.
If you want to perform a function quickly without inserting it into a worksheet, you can use AutoCalculate on the
status bar. Simply select the function you want to perform, then select the range you want to perform it on.
AutoCorrect is an Excel feature that automatically corrects a variety of commonly misspelled words. It also lets
you create "shorthand" entries that automatically fill in frequently used text when only a few letters are typed. 1
AutoFill is the Excel feature that allows you to automatically copy cells and fill them with a series without using
Copy.
AutoFilter mode lets you quickly display only the rows in a list of data that meet the criteria that you specify.
Unlike data form mode, you can see all the matching records at the same time as they appear on the list.
Use the AutoFilter Control button to drop down a list of options that lets you select what you want displayed.
The arrow indicators on a filter button turn blue to indicate that a field is being used to filter the current list.
You use AutoFit Selection to size columns according to their contents using the mouse pointer.
The AutoFormat command applies predefined styles to worksheets or selected ranges of cells.
Provides the average of the range of references in the argument.
When you create a new workbook, the workbook name appears as "Book#" on the title bar. The "#" stands for
the number of the workbook. Excel uses this as the workbook's temporary name until you save and name it.
The Border tab in the Format Cells dialog box is the most comprehensive source of options for cell borders.
You can press CTRL+1 to open the dialog box.
Borders are line effects that you can place around cells or cell ranges to improve the appearance or
effectiveness of your worksheets.
A calculated field is a field in a database that contains a formula. Brads sales worksheets already contain
one calculated field, which appears in the Total column.
A cell is the intersection of a row and a column. A cell can contain a label, a numeric value, or a formula.
A cell address is the location of a cell on a worksheet and is defined by the column letter and the row number.
For example, cell A1 is where column A and row 1 intersect.
Cell comments are hidden text notations that can be added to any cell. To indicate that a cell contains cell
comments, Excel places a red square in the upper right corner of the cell. Cell comments can be viewed when
the mouse pointer is placed over such a cell. 2
A cell reference, or cell address, identifies a particular cell, such as cell B5. Cell references are used in
formulas to indicate where a value is stored.
Cell shading is the use of a color or a pattern to change its appearance.
Chart text boxes are items that provide information about a chart. You click the text box to select and edit the
contents. A chart title identifies the purpose of the chart. A legend identifies the data series or categories. Data
labels identify specific points or series.
The Chart Title function of Chart Wizard allows you to create a title as part of the chart instead of creating a cell
label for it on the worksheet.
Use the Chart toolbar to make changes to your chart quickly.
Charts are graphic presentations of data from a worksheet.
The click-entry method is another method you can use while creating a formula. You can click cells to enter cell
references instead of typing them.
Use the Close command when you want to complete your work on a file and put it away without leaving Excel.
A colon symbol inserted between two cell references in a formula defines a range of adjacent cells. You can
think of it as meaning "through," as in saying, "cells C3 through G76." The following are examples of range
references using the colon: C3:G7
The column headings are the gray boxes containing sequential letters at the top of the worksheet. They can be
used to select or identify a column.
A column letter is the letter of the alphabet that designates a specific column.
Column width is measured as the number of characters that can fit in the column.
Columns are the vertical divisions of a worksheet that are identified by letters.
Use column-select to select the entire range of cells in a column by clicking the column header.
Comment indicators appear in the upper right corner of a cell to let you know there is a text or sound note in

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Comparison Operators
Conditional Formatting
Count
Criteria
Currency Format
Data Form

Data Range
Database

Default
DELETE
Document
Document Icon
Document Window
Documents Command
Dollar Sign ($)
Drag-select
Edit Line
Exclamation Point
Field
Field Button
File List
Fill Handle

Fill Pointer
Fit To Page
Font
Formula Bar
Formula Builder
Freeze Panes Command
Functions
General Format
Goal Seek
Graphics
Gridlines
Header
Headers
If Function
Locked
Logical Function
Logical Test
Macro
Max
Min
Mixed Addresses

Moving Borders
Name Box
Name Manager
Non-contiguous Cells

that cell.
Comparison operators are symbols used to specify criteria in searches and in formulas. The most common
operators are, Equals, Greater than, Less than, Greater than or equal to, Less than or equal to, Not equal to.
Conditional Formatting formats cells based on their contents. You can format up to three conditions per cell.
Returns a count of the number of items in the range in the argument.
Criteria are specifications that you want matched when you are searching for records. You specify criteria by
using comparison operators. If you just make one specification, thats a criterion.
The currency format places dollar signs and comma separators in numeric entries. Negative currency values
are displayed in parentheses.
A Data form is an easier method of viewing, editing or entering information for each record. The form has text
boxes for each of the fields in the databases, and the records appear one at a time for your examination and
editing.
The data range is the area of the worksheet that you want to chart. It includes any numeric data that you want
to chart and can include the titles for the data.
A database is a collection of information that a user can manage and analyze. Any range of cells can be
considered to be a database, but information kept in list form works best if you want to use Excels
database tools.
A default setting is the software manufacturer's preset option for a particular command or function. Default
settings can be changed.
Use DELETE to remove the contents of the selected cell.
A document is any file that can be produced by an application and reopened, modified, saved, and closed.
Use the document icon in Help windows to open the Help document about the topic.
The document window is the window that contains the current workbook.
Found on the Start menu, the Documents command opens a menu of the 15 most recently used files.
In addition to indicating a currency value, a dollar sign designates an absolute cell address in an Excel formula.
To select a range of cells, you can drag-select. Click a cell with the default mouse pointer, hold the left mouse
button down and drag, then release the mouse button after the range of cells you want is highlighted.
The edit line is part of the formula bar. It allows you to change the contents of the active cell, such as formulas,
numbers, and text.
An exclamation point separates the sheet reference from the cell reference in formulas using 3-D references.
A field is a cell in a database that contains information. In Excel, fields appear in columns. For example, fields
in a Customer database might include Name, Address, and Zip Code.
Use field buttons to manipulate the fields in a PivotTable. You can drag the buttons to move them, or click
them to open the PivotTable Field dialog box.
The File List under the Look In text box in the Open dialog box shows the files and folders that are contained in
the current folder.
The fill handle is a black symbol in the lower right corner of the active cell. Clicking-and-dragging the fill handle
can copy cell contents or create a series. If Excel recognizes the cell contents as a series, it will continue the
series. If Excel doesn't recognize the cell contents as a series, it will copy the contents to the other cells.
The mouse pointer becomes a fill pointer when it is positioned over the fill handle of the active cell, indicating
that it is in the correct position to click-and-drag it.
When you activate Fit To Page, Excel reduces or enlarges the worksheet to fill the number of pages you
specify.
A font is a style and size of type, such as Times New Roman, 12 point, bold.
The formula bar is located under the toolbars at the top of the working screen. It contains the edit line for
working with formulas, and provides information regarding cell addresses.
Assists you in building your formula by showing you how your entries affect the results.
The Freeze Panes command splits the screen into panes, or windows.
A function is a preset formula. Functions consist of the function name and its arguments. The function name
tells Excel what calculation you want it to perform.
A new worksheet opens in general format. General format aligns numbers to the right side of the cell and text
to the left.
Goal Seek adjusts the value of a specific cell until a formula that includes that cell reaches the result you want.
Graphics are images such as clip art, word art, graphs, and charts.
Gridlines are lines on a chart that can make critical data comparisons easier. Some charts, such as a 3-D pie
chart, don't need gridlines.
A header is text that appears within the top margin of a page.
Headers are the lettered gray areas at the top of each column and the numbered gray areas to the left of each
row.
An If function performs a logical test on an argument, then performs an action based on whether the logical
test is true or false.
Locked cells are protected from changes.
Formulas using logical functions produce a result based on conditions you specify. Examples of logical
functions include IF, IFERROR, AND, OR, FALSE, TRUE, NOT,
A logical test determines whether an argument is true or false.
Macros are recordings of commands that automate commonly performed or complicated procedures, speeding
up your work. They use the developer tab.
Returns the largest value in the range in the argument.
Returns the smallest value in the range in the argument.
Mixed addresses are cell references that combine absolute and relative addressing, making either the row or
the column absolute. Following are examples of mixed addresses: $A1,E$15,$C3. $A1 refers to an exact
column, A, but leaves the row as a relative address.
AutoSum uses a moving border to let you know which range of cells is going to be totaled by the formula. The
moving border looks a bit like tiny ants marching around the range.
The Name Box, which is located on the formula bar, indicates the current address of the active cell or cell
range.
Used to name ranges and edit named ranges. Named ranges are often used in formulas.
Selected cell ranges that are not adjacent to each other are referred to as non-contiguous.

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Number Formatting
Objects
Operators

Order Of Precedence
Parentheses in Formulas
PivotTable
PivotTable Wizard
Protection
Range
Range Address
Relative Reference

Sorting
Subtotals Mode
Sum
Syntax
View Formulas

Excel offers many options for adjusting the way numbers appear on the screen by changing their formatting.
Some examples include: General-1234.4321 Currency-$1,234.43 Accounting - $1234.43
Objects are any data that can be used in an application or shared with other applications.
Operators are used to tell Excel what mathematical functions to perform in a formula. The following symbols
are the operators which are used most often in Excel formulas: Addition (+) Subtraction (-) Multiplication (*) and
Division (/).
The order of precedence is the order in which Excel calculates a formula.
Excel performs calculations inside parentheses before other operations in a formula. For example, in the
formula (B3+2)*4, Excel will first add B3+2, then multiply the result by 4.60
PivotTables are interactive worksheet tables that allow you to summarize data with great flexibility. Their row
and column headings can be adjusted to get different looks at original data.
The PivotTable Wizard is a series of dialog boxes that guides you step-by-step through the process of creating
a PivotTable.
You can lock selected parts of a worksheet to protect those parts from being altered by an outside source by
activating the Protection feature under the Tools menu.
A range is a block of cells that can be selected, manipulated, named, or formatted as a group.
A range address identifies a range by the cells located at diagonally opposed corners. For example, F3:G59
identifies a range that starts in cell F3 at the upper left and extends through cell G59.
A relative address is a standard cell reference that appears like this: A1,E15,M42. A relative address changes
if you copy a formula that contains it to a new location on the worksheet. Think of it like saying "in two weeks" the date will always be different (or relative) depending on the current date.
Sorting is putting data in order alphabetically, numerically, or chronologically. You can sort in either ascending
or descending order.
Subtotals mode is an easy way to summarize information in an Excel list. Subtotals mode automatically
calculates subtotal and grand total values, inserts and labels the total rows, and outlines the list for you.
Adds the values in the function argument or the values in the cell references in the argument.
The syntax of the function refers to the order of the functions arguments. In some functions, the order of the
arguments determines how Excel solves the function.
View Formulas let you display the formulas in cells instead of the values that the formulas produce. You can do
this by selecting the Formulas check box located on the View card of the options dialog box.

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