Excel 2010 Intermediate - Stl-training.co.uk

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Microsoft Application SeriesExcel 2010IntermediateBest STL Courses never cancelled: guaranteed Last minute rescheduling 24 months access to Microsoft trainers 12 months schedule UK wide deliverywww.microsofttraining.netRevision 1.0

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ContentsQuick reference: Excel 2010 shortcuts .1CTRL combination shortcut keys . 1Function keys . 2Other useful shortcut keys . 3What’s New in Excel 2010.5Access the right tools, at the right time . 5Improved ribbon. 5Microsoft Office Backstage view . 5Improved conditional formatting . 6Improved function accuracy . 7Improved filter capabilities . 7Customising the Toolbar . 8Excel 2010 Ribbons . 10Where do I find ?. 10Access Keys . 11Contextual Tabs . 11Live Preview . 12Themes . 12Unit 1: Working with Large Worksheets.13Viewing and Organising Spreadsheet Data .13The Zoom Feature . 13Using Freeze Panes . 14Hide rows and columns . 15Using Automatic Outlining . 16Grouping Data Manually . 17Printing Large Worksheets .17Print Titles . 17Page Break Preview . 18Inserting a Page Break . 19Printing Multiple Sheets . 19Unit 1 Practice Activity .20Unit 2: Working with Multiple Worksheets and Workbooks .21Using Multiple Worksheets .21Navigating between sheets . 22Creating 3-D formulas . 22Consolidating data . 23Linking your workbooks .24Linking Workbooks . 24Using the Paste Link option . 24Creating a formula to link workbooks . 24Controlling link updates . 25Manually update all of the links or none of the links in a workbook . 25Manually update only some of the links to other workbooks . 26Dealing with Broken Links . 26Unit 2 Practice Activity . 27

Unit 3: Working with Dates .28Dates and time in Excel . 28Inserting and formatting dates . 29Entering date functions . 29Using dates in formulas . 30Unit 3 Practice Activity . 31Unit 4: Conditional Formulas and Formatting .32The IF function . 32Using the Function Library . 32Manually entering a function . 33Conditional Formatting . 34Applying Conditional Formatting . 34Creating a Conditional Formatting Rule . 35Removing Conditional Formatting . 35Using the Manage Rules Option . 35Unit 4 Practice Activity . 36Unit 5: Working with Tables .37What is a Table?. 37Creating Tables . 38Changing the Table Range . 38Inserting Table Columns . 39Inserting Table Rows . 39Deleting Rows or Columns . 40Creating a Table Total Row . 40Sorting and Filtering Tables .41Sorting Data in a Table . 41What is an AutoFilter? . 43Custom AutoFilters . 43Removing Filters. 44Filtering with Wildcard Characters. 44Using an Advanced Filter . 45Creating Subtotals . 46Unit 5 Practice Activity . 47Unit 6: Documenting and Auditing .48Comments . 48Adding, editing and deleting comments . 48The Formula Auditing Group. 48Excel Workbook and Worksheet Protection . 50Protecting your Worksheets . 50Unlocking Cells . 50Unit 6 Practice Activity . 51Unit 7: Using Templates .52What is a Template?. 52Creating a Workbook from a Template . 52Creating a Template . 52Unit 7 Practice Activity . 53

Quick reference: Excel 2010 shortcutsCTRL combination shortcut keysKEYDESCRIPTIONCTRL SHIFT (Unhides any hidden rows within the selection.CTRL SHIFT )Unhides any hidden columns within the selection.CTRL SHIFT &Applies the outline border to the selected cells.CTRL SHIFTRemoves 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 numbers in parentheses).CTRL SHIFT %Applies the Percentage format with no decimal places.CTRL SHIFT Applies the Exponential 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 minute, and AM or PM.CTRL SHIFT !Applies the Number format with two decimal places, thousands separator, and minus sign (-) fornegative values.CTRL SHIFT *Selects the current region around the active cell (the data area enclosed by blank rows and blankcolumns).In a PivotTable, it selects the entire PivotTable report.CTRL SHIFT :Enters the current time.CTRL SHIFT "Copies the value from the cell above the active cell into the cell or the Formula Bar.CTRL SHIFT Plus( )Displays the Insert dialogue box to insert blank cells.CTRL Minus (-)Displays the Delete dialogue box to delete the selected cells.CTRL ;Enters the current date.CTRL Alternates between displaying 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 1Displays the Format Cells dialogue box.CTRL 2Applies or removes bold formatting.CTRL 3Applies or removes italic formatting.CTRL 4Applies or removes underlining.CTRL 5Applies or removes strikethrough.CTRL 6Alternates between hiding objects, displaying objects, and displaying placeholders for objects.CTRL 8Displays or hides the outline symbols.CTRL 9Hides the selected rows.CTRL 0Hides the selected columns.CTRL ASelects the entire worksheet.If the worksheet contains data, CTRL A selects the current region. Pressing CTRL A a second timeselects the current region and its summary rows. Pressing CTRL A a third time selects the entireworksheet.When the insertion point is to the right of a function name in a formula, displays the FunctionArguments dialogue box.CTRL SHIFT A inserts the argument names and parentheses when the insertion point is to the right ofa function name in a formula.CTRL BApplies or removes bold formatting.CTRL CCopies the selected cells.CTRL C followed by another CTRL C displays the Clipboard.CTRL DUses the Fill Down command to copy the contents and format of the topmost cell of a selected rangeinto the cells below.www.microsofttraining.net Best STL 2013Tel: 0207 987 3777Page 1

CTRL FDisplays the Find and Replace dialogue box, with the Find tab selected.SHIFT F5 also displays this tab, while SHIFT F4 repeats the last Find action.CTRL SHIFT F opens the Format Cells dialogue box with the Font tab selected.CTRL GDisplays the Go To dialogue box.F5 also displays this dialogue box.CTRL HDisplays the Find and Replace dialogue box, with the Replace tab selected.CTRL IApplies or removes italic formatting.CTRL KDisplays the Insert Hyperlink dialogue box for new hyperlinks or the Edit Hyperlink dialogue box forselected existing hyperlinks.CTRL NCreates a new, blank workbook.CTRL ODisplays the Open dialogue box to open or find a file.CTRL SHIFT O selects all cells that contain comments.CTRL PDisplays the Print dialogue box.CTRL SHIFT P opens the Format Cells dialogue box with the Font tab selected.CTRL RUses the Fill Right command to copy the contents and format of the leftmost cell of a selected rangeinto the cells to the right.CTRL SSaves the active file with its current file name, location, and file format.CTRL TDisplays the Create Table dialogue box.CTRL UApplies or removes underlining.CTRL SHIFT U switches between expanding and collapsing of the formula bar.CTRL VInserts the contents of the Clipboard at the insertion point and replaces any selection. Available onlyafter you have cut or copied an object, text, or cell contents.CTRL ALT V displays the Paste Special dialogue box. Available only after you have cut or copied anobject, text, or cell contents on a worksheet or in another program.CTRL WCloses the selected workbook window.CTRL XCuts the selected cells.CTRL YRepeats the last command or action, if possible.CTRL ZUses the Undo command to reverse the last command or to delete the last entry that you typed.CTRL SHIFT Z uses the Undo or Redo command to reverse or restore the last automatic correctionwhen AutoCorrect Smart Tags are displayed.Function keysKEYDESCRIPTIONF1Displays the Microsoft Office Excel Help task pane.CTRL F1 displays or hides the Ribbon, a component of the Microsoft Office Fluent user interface.ALT F1 creates a chart of the data in the current range.ALT SHIFT F1 inserts a new worksheet.F2Edits the active cell and positions the insertion point at the end of the cell contents. It also moves the insertion pointinto the Formula Bar when editing in a cell is turned off.SHIFT F2 adds or edits a cell comment.CTRL F2 displays the Print Preview window.F3Displays the Paste Name dialogue box.SHIFT F3 displays the Insert Function dialogue box.F4Repeats the last command or action, if possible.CTRL F4 closes the selected workbook window.F5Displays the Go To dialogue box.CTRL F5 restores the window size of the selected workbook window.F6Switches between the worksheet, Ribbon, task pane, and Zoom controls. In a worksheet that has been split (Viewmenu, Manage This Window, Freeze Panes, Split Window command), F6 includes the split panes when switchingbetween panes and the Ribbon area.SHIFT F6 switches between the worksheet, Zoom controls, task pane, and Ribbon.CTRL F6 switches to the next workbook window when more than one workbook window is open.F7Displays the Spelling dialogue box to check spelling in the active worksheet or selected range.CTRL F7 performs the Move command on the workbook window when it is not maximized. Use the arrow keys tomove the window, and when finished press ENTER, or ESC to cancel.www.microsofttraining.net Best STL 2013Tel: 0207 987 3777Page 2

F8Turns extend mode on or off. In extend mode, Extended Selection appears in the status line, and the arrow keysextend the selection.SHIFT F8 enables you to add a nonadjacent cell or range to a selection of cells by using the arrow keys.CTRL F8 performs the Size command (on the Control menu for the workbook window) when a workbook is notmaximized.ALT F8 displays the Macro dialogue box to create, run, edit, or delete a macro.F9Calculates all worksheets in all open workbooks.SHIFT F9 calculates the active worksheet.CTRL ALT F9 calculates all worksheets in all open workbooks, regardless of whether they have changed since thelast calculation.CTRL ALT SHIFT F9 rechecks dependent formulas, and then calculates all cells in all open workbooks, includingcells not marked as needing to be calculated.CTRL F9 minimizes a workbook window to an icon.F10Turns key tips on or off.SHIFT F10 displays the shortcut menu for a selected item.ALT SHIFT F10 displays the menu or message for a smart tag. If more than one smart tag is present, it switches tothe next smart tag and displays its menu or message.CTRL F10 maximizes or restores the selected workbook window.F11Creates a chart of the data in the current range.SHIFT F11 inserts a new worksheet.ALT F11 opens the Microsoft Visual Basic Editor, in which you can create a macro by using Visual Basic forApplications (VBA).F12Displays the Save As dialogue box.Other useful shortcut keysKEYDESCRIPTIONARROWKEYSMove one cell up, down, left, or right in a worksheet.CTRL ARROW KEY moves to the edge of the current data region in a worksheet.SHIFT ARROW KEY extends the selection of cells by one cell.CTRL SHIFT ARROW KEY extends the selection of cells to the last nonblank cell in the same column or rowas the active cell, or if the next cell is blank, extends the selection to the next nonblank cell.LEFT ARROW or RIGHT ARROW selects the tab to the left or right when the Ribbon is selected. When asubmenu is open or selected, these arrow keys switch between the main menu and the submenu. When aRibbon tab is selected, these keys navigate the tab buttons.DOWN ARROW or UP ARROW selects the next or previous command when a menu or submenu is open.When a Ribbon tab is selected, these keys navigate up or down the tab group.In a dialogue box, arrow keys move between options in an open drop-down list, or between options in a groupof options.DOWN ARROW or ALT DOWN ARROW opens a selected drop-down list.BACKSPACEDeletes one character to the left in the Formula Bar.Also clears the content of the active cell.In cell editing mode, it deletes the character to the left of the insertion point.DELETERemoves 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.ENDMoves to the cell in the lower-right corner of the window when SCROLL LOCK is turned on.Also selects the last command on the menu when a menu or submenu is visible.CTRL END moves to the last cell on a worksheet, in the lowest used row of the rightmost used column. If thecursor is in the formula bar, CTRL END moves the cursor to the end of the text.CTRL SHIFT END extends the selection of cells to the last used cell on the worksheet (lower-right corner). Ifthe cursor is in the formula bar, CTRL SHIFT END selects all text in the formula bar from the cursor positionto the end—this does not affect the height of the formula bar.ENTERCompletes 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 activate the menu bar) or performs the action for a selected command.In a dialogue box, it performs the action for the default command button in the dialogue box (the button withthe bold outline, often the OK button).ALT ENTER starts a new line in the same cell.CTRL ENTER fills the selected cell range with the current entry.SHIFT ENTER completes a cell entry and selects the cell above.www.microsofttraining.net Best STL 2013Tel: 0207 987 3777Page 3

ESCCancels an entry in the cell or Formula Bar.Closes an open menu or submenu, dialogue box, or message window.It also closes full screen mode when this mode has been applied, and returns to normal screen mode todisplay the Ribbon and status bar again.HOMEMoves to the beginning of a row in a worksheet.Moves to the cell in the upper-left corner of the window when SCROLL LOCK is turned on.Selects the first command on the menu when a menu or submenu is visible.CTRL HOME moves to the beginning of a worksheet.CTRL SHIFT HOME extends the selection of cells to the beginning of the worksheet.PAGE DOWNMoves one screen down in a worksheet.ALT PAGE DOWN moves one screen to the right in a worksheet.CTRL PAGE DOWN moves to the next sheet in a workbook.CTRL SHIFT PAGE DOWN selects the current and next sheet in a workbook.PAGE UPMoves one screen up in a worksheet.ALT PAGE UP moves one screen to the left in a worksheet.CTRL PAGE UP moves to the previous sheet in a workbook.CTRL SHIFT PAGE UP selects the current and previous sheet in a workbook.SPACEBARIn a dialogue box, performs the action for the selected button, or selects or clears a check box.CTRL SPACEBAR selects an entire column in a worksheet.SHIFT SPACEBAR selects an entire row in a worksheet.CTRL SHIFT SPACEBAR selects the entire worksheet.If the worksheet contains data, CTRL SHIFT SPACEBAR selects the current region. PressingCTRL SHIFT SPACEBAR a second time selects the current region and its summary rows. PressingCTRL SHIFT SPACEBAR a third time selects the entire worksheet.When an object is selected, CTRL SHIFT SPACEBAR selects all objects on a worksheet.ALT SPACEBAR displays the Control menu for the Microsoft Office Excel window.TABMoves one cell to the right in a worksheet.Moves between unlocked cells in a protected worksheet.Moves to the next option or option group in a dialogue box.SHIFT TAB moves to the previous cell in a worksheet or the previous option in a dialogue box.CTRL TAB switches to the next tab in dialogue box.CTRL SHIFT TAB switches to the previous tab in a dialogue box.www.microsofttraining.net Best STL 2013Tel: 0207 987 3777Page 4

What’s New in Excel 2010Access the right tools, at the right timeNew and improved features can help you be more productive, but only if you can find themwhen you need them. Like the other Microsoft Office 2010 programs, Excel 2010 includes theMicrosoft Office Fluent interface, which consists of a customizable visual system of tools andcommands.Improved ribbonFirst introduced in Excel 2007, the ribbon makes it easy for you to find commands and featuresthat were previously buried in complex menus and toolbars. Although you could customize theQuick Access Toolbar in Excel 2007, it wasn’t possible to add your own tabs or groups to theribbon. In Excel 2010, however, you can create custom tabs and groups and rename or changethe order of the built-in tabs and groups.Microsoft Office Backstage viewClick 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.www.microsofttraining.net Best STL 2013Tel: 0207 987 3777Page 5

Improved conditional formattingConditional formatting makes it easy to highlight interesting cells or ranges ofcells, emphasize unusual values, and visualize data by using data bars, colorscales, and icon sets. Excel 2010 includes even greater formatting flexibility: New icon setsFirst introduced in Office Excel 2007, icon setslet you display icons for different categories of data, based onwhatever threshold you determine. For example, you can use agreen up arrow to represent higher values, a yellow sideways arrowto represent middle values, and a red down arrow to represent lowervalues. In Excel 2010, you have access to more icon sets, includingtriangles, stars, and boxes. You can also mix and match icons fromdifferent sets and more easily hide icons from view—for example,you might choose to show icons only for high profit values and omitthem for middle and lower values. More options for data barsExcel 2010 comes with newformatting options for data bars. You can apply solid fills or borders tothe data bar, or set the bar direction from right-to-left instead of left-toright. In addition, data bars for negative values appear on the oppositeside of an axis from positive values, as shown here. Other improvements When specifying criteria for conditional ordata validation rules, it's now possible to refer to values in otherworksheets in your workbook.www.microsofttraining.net Best STL 2013Tel: 0207 987 3777Page 6

Improved function accuracyIn response to feedback from the academic, engineering, and scientific communities, Excel2010 now includes a set of more accurate statistical and other functions. Certain existingfunctions have also been renamed to better describe what they do. Accuracy improvementsA number of functions havebeen optimized to improve accuracy. For example, Excel2010 returns more accurate results for the beta and chisquared distributions.More consistent functions Certain statistical functionshave been renamed so that they are more consistent withthe function definitions of the scientific community and withother function names in Excel. The new function names alsomore accurately describe their functionality. Workbookscreated in earlier versions of Excel will continue to workdespite these name changes, because the original functionsstill exist in a Compatibility category.Improved filter capabilitiesIn addition to slicers, which are described earlier in this article, Excel 2010 comes with newfeatures that make it easier to sort and filter data. New search filterWhen you filter datain Excel tables, PivotTables, and PivotCharts, youcan use a new search box, which helps you to findwhat you need in long lists. For example, to find aspecific product in a catalog that stocks over100,000 items, start by typing your search term, andrelevant items instantly appear in the list. You cannarrow the results further by deselecting the itemsyou don't want to see. Filter and sort regardless of locationIn anExcel table, table headers replace regularworksheet headers at the top of columns when youscroll down in a long table. AutoFilter buttons nowremain visible along with table headers in your tablecolumns, so you can sort and filter data quicklywithout having to scroll all the way back up to thetop of the table.www.microsofttraining.net Best STL 2013Tel: 0207 987 3777Page 7

Customising the ToolbarTo customise the Quick Access Toolbar: Click on the small down-pointing arrow at the right of the Quick Access Toolbar. Click the More Commands option, to display the Excel Options screen.www.microsofttraining.net Best STL 2013Tel: 0207 987 3777Page 8

To add a button:Select a command from the list on the left and then click the Add button, the command or optionin question will be added to the Quick Access Toolbar when you click OK.To remove a button:Select a command from the list on the right (the buttons that are currently on the Quick AccessToolbar) and

CTRL SHIFT Applies the Exponential 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 minute, and AM or PM. CTRL SHIFT ! Applies the Number format with two decimal places, thousands separator, and minus sign (-) for negative values.