MS Excel 2007 Intermediate

EVENT/CLIENT NAME or Confidentiality statement Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2_ 1 4/4/2012 4:17 AM New Brand FMT-P2

Training Agenda

Day 1 Expectations Previous Versions vs. Excel 2007 Creating Templates Sorting & Filtering

Day 2 Recap Conditional Format & Data Validation Charts Remove Duplicates

EVENT/CLIENT NAME or Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2 2

Training Agenda

Day 3 Recap Pivot Tables & charts Formulas and Functions

EVENT/CLIENT NAME or Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2 3

Purpose

To understand the basic working of MS Excel 2007 To understand how to work with charts & other graphical objects Removing Duplicates Learn to use Auto Filter & Advance Filters Learn Data Validations, Conditional formatting

EVENT/CLIENT NAME or Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2 4

Excel 2003 vs. Excel 2007

Features
Number of rows

Excel 2003
65,536

Excel 2007
1,048,576

Number of columns
Amount of memory used Number of colors Number of conditional formats per cell Number of levels of sorting Number of levels of undo Number of items shown in the Auto-Filter dropdown The total number of characters that can display in a cell Number of unique styles in a workbook Maximum number of characters in a formula Number of levels of nesting in a formula Maximum number of function arguments

256
1 Gbytes 56 3 3 16 1,000 1,000 4,000 1,000 7 30

16,384
Maximum allowed by Windows 4.3 billion Unlimited 64 100 10,000 32,000 64,000 8,000 64 255

EVENT/CLIENT NAME or Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2 5

New file formats

Excel Workbook (*.xlsx). Use when there are no macros or VBA code. Excel Macro-Enabled Workbook (*.xlsm). Use when there are macros or VBA code. Excel Template (*.xltx). Use when you need a template. Excel Macro-Enabled Template (*.xltm). Use when you need a template and the workbook contains macros or VBA. Excel 97-Excel 2003 Workbook (*.xls). Use when you need to share with someone working in a previous version of Excel. Microsoft Excel 5.0/95 Workbook (*.xls). Use when you need to share with someone using Microsoft Excel 5.0. Excel Binary Workbook (*.xlsb). Use with an especially large workbook.

EVENT/CLIENT NAME or Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2 6

Excel 2007- A new Interface

The commands you need are now more clearly visible and more readily available in one control center called the Ribbon.

Tabs: Tabs represent core tasks you do in Excel. There are seven tabs across the top of the Excel window.

Groups: Groups are sets of related commands, displayed on tabs.

Commands: A command is a button, a menu, or a box where you enter information.

The principal commands in Excel are gathered on the first tab, the Home tab.
Instead of showing every command all the time, Excel 2007 shows some commands only when you may need them, in response to an action you take.

EVENT/CLIENT NAME or Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2 7

Formatting of cells

Cells can be formatted with the help of the Home tab and the commands as shown above

Insert Column/Row/Sheet

Column/Rows/Sheets can be inserted by clicking on Home tab and then the cell group.
EVENT/CLIENT NAME or Confidentiality statement
4/4/2012 4:17 AM New Brand FMT-P2 8

Smart Art

Insert --->Illustrations--> Smart Art Excel 2007 still includes a wide assortment of Shapes that you can use to create visual diagrams, such as flow charts, org charts, or diagrams that depict relationships. But the new SmartArt feature is a much better tool for such tasks. You can quickly add shadows, reflection, glow, and other special effects.

EVENT/CLIENT NAME or Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2 9

Sorting & filtering data

Sorting can be Ascending or Descending based upon the requirement Filtering can be used to show the subset of the data which matches certain condition.

EVENT/CLIENT NAME or Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2 10

Sorting and Filtering

EVENT/CLIENT NAME or Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2 11

Conditional Formatting

Format cells based on conditions

Conditions can use values & formulas Unlimited conditions in MS-Excel 2007 To get the option Click on Home and then the Styles Tab.
EVENT/CLIENT NAME or Confidentiality statement
4/4/2012 4:17 AM New Brand FMT-P2 12

Data Validation

Restrict the input to a cell Custom Error messages Help tips while entering the data.
EVENT/CLIENT NAME or Confidentiality statement
4/4/2012 4:17 AM New Brand FMT-P2 13

Exercise
Apply Conditional Formatting with the following data
1. 2. 3. 4. 5. Name Amit Ajay Nisha Manu Vijay Max Marks Mark Obtn 100 100 100 100 100 83 81 76 98 69

Apply Green colour where Mark Obtn are more than 75 & apply Red where it is less than 70 Apply Data Validation so that Mark Obtn can never be more than 100

EVENT/CLIENT NAME or Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2 14

Remove Duplicates
Removes Duplicate from the given set of Data
Click on Data Data Tools

EVENT/CLIENT NAME or Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2 15

Creating & modifying charts

EVENT/CLIENT NAME or Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2 16

Creating & modifying charts

Lesson objectives
At the end of the lesson you will be able to Create a chart Format chart items Work with chart types Create a 3-D chart Create a trendline

EVENT/CLIENT NAME or Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2 17

Creating & modifying charts

Graphical presentation of the data Some types are Bar, Pie & Line Can add Titles to charts making them more readable

EVENT/CLIENT NAME or Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2 18

Working with graphical objects

Exercise

Create a Line chart with the following data

Name Amit Ajay Nisha Manu Vijay Max Marks 100 100 100 100 100 Mark Obtn 83 81 76 98 69

Add Chart Title, X & Y axis title, Legend & Data Table to the chart Add a Text Box & a rectangle to the chart and write Student Summary in the box.

EVENT/CLIENT NAME or Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2 19

Pivot Table
Organize data Counting Duplicates

Pivot Charts

EVENT/CLIENT NAME or Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2 20

EVENT/CLIENT NAME or Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2 21

EVENT/CLIENT NAME or Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2 22

Analyzing Data

Exercise

From the attached data create a Pivot Table & Chart like this
Region Alberta

Row Labels Sorvino Thompson Grand Total

350 300 250 200

Values Sum of Units Sum of Unit Cost 142 299.97 89 21.98 231 321.95

Sum of Units 150 Sum of Unit Cost

100
50 0 Sorvino Thompson

EVENT/CLIENT NAME or Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2 23

Formulas and Functions

Text Formulas Lookup & Reference functions Logical functions If Condition And Condition Or Condition Nested formulas.

EVENT/CLIENT NAME or Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2 24

EVENT/CLIENT NAME or Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2 25

Excel Shortcuts
Shortcut Key ctrl+F1 F2 Ctrl+: Ctrl+shift+: Ctrl+Enter Ctrl+D Ctrl+N Ctrl+Space shift+Space Ctrl+ Ctrl+space+shift+ + Ctrl+shift+# Ctrl+f2 Ctrl+K Ctrl+0 Ctrl+shift+0 Ctrl+9 ctrl+shift+9 ctrl+shift& Ctrl+W shift+F11 Ctrl+G Task/Function Hides the ribbon Insert Date Time Enter Data in multiple cells Enter Data in multiple cells New Workbook Select Column Select Row Delete Column/row Insert Coloumn Date Format to (21- may- 09) Print preview Hyperlink dialog box Hides the Column Unhide the Column Hides the row Unhide the row Highlights the Cell Close the workbook Inset a sheet in the workbook Go to reference
4/4/2012 4:17 AM New Brand FMT-P2 26

EVENT/CLIENT NAME or Confidentiality statement

Thank you

EVENT/CLIENT NAME or Confidentiality statement

4/4/2012 4:17 AM New Brand FMT-P2 27