Sample Ecdl Am4 Office XP Slides PDF

ECDL AM4
Spreadsheets
Using Microsoft Office XP
Syllabus 1.0
© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 1

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• Syllabus 1 is the official syllabus of the Advanced ECDL certification programme at the date of approval of this courseware publication.

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AM4
Section 1
Editing

Data …

Naming Cell Range(s) in a Worksheet
• It is possible to name cells and ranges so that they can be

referred to using meaningful names, such as “sales”

Appling Automatic Formatting to a Cell Range
• Select the range of cells

that you wish to apply
automatic formatting to.
• From the Format drop
down menu, select the
AutoFormat command

Creating Custom Number Formats

Using Conditional Formatting Options
• Conditional formatting means that we can emphasize data

that fits a certain criteria, such as being above or below a
certain value

Using Paste Special Options
• Select the cell containing

the item you wish to copy.
• Select Copy from the Edit
menu to copy the cell.
• Select the cell where you
want to paste the copied
item.
• From the Edit menu, choose
Paste Special to display the
Paste Special dialog box.

Importing a Text File and Delimiting
by Comma, Space or Tab
• If the text to be
imported is not in a
recognized format,
then Excel will
automatically launch
the Text Import
Wizard to give you
assistance.

Display …

Freezing Row and /or Column Titles

Hiding / Un-hiding Rows or Columns
• You can use the mouse to hide a

column by dragging the right column
border over, and past, the left column
border
• OR you can select rows or columns and

right click, and use the Hide command
on the popup menu displayed

Hiding / Un-hiding Worksheets
• Click on the sheet tab to

select the sheet you wish to
hide.
• From the Format menu, select
Sheet.
• Choose Hide from the Format
Sheet sub-menu

Using Sub-totaling Features
• Sub-totals can be easily

calculated!

Using One-input or Two-input
Data Tables / What-if Tables
– Allows you to see how

changing values will
affect the results of
formulas within your
workbook.
– Allows you to pose
‘what-if’ type
questions.

Protection …

Protecting / Un-protecting a Worksheet
With a Password
• From the File drop down menu, select Save As.
• From the Save As dialog box, click on the Tools icon, and from the drop
down list displayed select General Options, which will display the Save
Options dialog box

Protecting/ Un-protecting Designated Cells
in a Worksheet With a Password
• Cell protection will not take effect until the worksheet is protected
(with Contents checked).
• By default, all cells are locked. You must unlock any cell that you
wish users to be able to edit BEFORE YOU LOCK THE
WORKSHEET!

Security …

Adding Password Protection to a Workbook
• From the File drop down menu, select Save As.

• From the Save As dialog box, click on the Tools icon, and
from the drop down list displayed select General Options,
which will display the Save Options dialog box

Removing Password Protection
From a Workbook
• Remove the password and re-save over the original

file.

AM4
Section 2
Data Handling

Sorting …

Sorting Data by Multiple Columns

Performing Custom Sorts

Querying / Filtering …

Creating a Single or Multiple Criteria
Query Using Available Options
• AutoFilter allows you to

view only those records that
meet certain, specified,
criteria

Using Advanced Query / Filter Options
• Advanced Filter
– Located under the Data/Filter menu
– More complex to use
– Much more powerful

Linking …

Linking Data / Chart
Within a Worksheet
• Changes in linked cells are updated within all

the cells that the cell is linked to
• Charts are automatically linked to the date used
to create them!

Between Workbooks
• Changes made to the Excel data in one

worksheet will be automatically updated
within the second worksheet

Between Worksheets
• You can link data/charts on one worksheet to

another worksheet within the workbook

Into a Word Processing Document
• Changes made within the Excel data

will automatically update within the
Word document!

Consolidating Data in Adjacent Worksheets Using
a 3D Sum Function
• Consolidation allows you to total values over a

number of different worksheets.

Templates …

Using a Template
• Templates can be produced that include the following
elements:
– Text and graphics
– Formatting information
– Layouts, Styles
– Headers and Footers
– Formulas
– Macros

Editing a Template
• Any changes that you make to the template file will only
affect new workbooks that are created using the template.
• Any workbooks that were previously created based on the
template will remain unaffected

Charts

Changing the Angle of Pie Chart Slices
• Use drag and drop techniques to change the pie slice angle!

Forming Chart Axis Numbers or Text
• Double click on the axis to format it

Re-positioning the Title, Legend,
or Data Labels in a Chart
• Select the item you wish to re-position and then drag and drop to
the required location.

Exploding all the Segments
in a Pie Chart
• Drag the pie chart segments outwards

Deleting a Data Series in a Chart
• Select the required data series and press Del

Modifying the Chart Type
for a Defined Data Series

Widening the Gap Between
Columns / Bars in a 2D Chart

Inserting an Image in a 2D Chart

AM4
Section 3
Functions

Using
Functions …

Using the Insert Function
• This enhanced feature saves you

from typing complicated syntax
into your worksheet.
• To use this utility, just click on
the Insert Function icon located
next to the Formula bar.

Using Date and Time Functions: TODAY

Using Date and Time Functions: DAY

Using Date and Time Functions: MONTH

Using Date and Time Functions: YEAR

Using Mathematical Functions: SUMIF

Using Mathematical Functions:
SUMPOSITIVE
• This is a Lotus function and not available within Excel!

Using Mathematical Functions: ROUND

Using Statistical Functions: COUNT

Using Statistical Functions: PURECOUNT
• This is a Lotus function and not available within Excel!

Using Statistical Functions: COUNTA

Using Statistical Functions: COUNTIF

Using Text Functions: PROPER

Using Text Functions: UPPER

Using Text Functions: LOWER

Using Text Functions: CONCATENATE

Using Financial Functions: FV

Using Financial Functions: NPV

Using Financial Functions: PMT

Using Financial Functions: PV

Using Financial Functions: RATE

Using Lookup and Reference Functions:
HLOOKUP

Using Lookup and Reference Functions:
VLOOKUP

Using Logical Functions: IF

Using Logical Functions: AND

Using Logical Functions: OR

Using Logical Functions: ISERROR.

Using Available Database Functions:
DSUM

DMIN

DMAX

DCOUNT

Using Nested Functions
• You can use a function as one of the arguments of another

function

AM4
Section 4
Analysis

Pivot Tables / Dynamic
Crosstab …

Creating a Pivot Table
Using Defined Field Names

Modifying the Data Source and
Refreshing the Pivot Table

Grouping/ Displaying Data in a Pivot Table
by a Defined Criterion

Scenarios…

Creating Named Scenarios
From Defined Cell Ranges

Creating a Scenario Summary

Auditing …

Tracing Precedent Cells in a Worksheet

Tracing Dependent Cells in a Worksheet

Displaying all Formulas or Viewing Location of all
Formulas in a Worksheet

Adding or Removing Worksheet Comments
• It is vitally important that

complex worksheets are
properly documented

Editing Worksheet Comments
• Right click on the cell containing the comment you want to

edit.
• From the shortcut menu displayed, select the Edit
Comment command.
• Edit the text in the Text Note box.
• Click outside the box when finished

AM4
Section 4
Special Tools

Macros …

Recording a Simple Macro

Running a Macro
• BEWARE - Macros can be

dangerous!
Assigning a Macro to a
Custom Button on a Toolbar
• Click on the button with the right-hand mouse button to display

the shortcut menu
• Select Assign Macro to display the Assign Macro dialog box.
• From the Macro name list box, choose a macro or record a new
one using the Record button.
• To assign the macro to the button, select OK. If there is already a
macro assigned to the button, it will be changed.

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ECDL AM4

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 1

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 2

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 3

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 4

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 5

• It is possible to name cells and ranges so that they can be

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 6

• Select the range of cells

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 7

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 8

• Conditional formatting means that we can emphasize data

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 9

• Select the cell containing

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 10

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 11

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 12

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 13

• You can use the mouse to hide a

• OR you can select rows or columns and

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 14

• Click on the sheet tab to

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 15

• Sub-totals can be easily

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 16

– Allows you to see how

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 17

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 18

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 19

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 20

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 21

• From the File drop down menu, select Save As.

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 22

• Remove the password and re-save over the original

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 23

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 24

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 25

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 26

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 27

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 28

• AutoFilter allows you to

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 29

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 30

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 31

• Changes in linked cells are updated within all

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 32

• Changes made to the Excel data in one

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 33

• You can link data/charts on one worksheet to

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 34

• Changes made within the Excel data

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 35

• Consolidation allows you to total values over a

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 36

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 37

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 38

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 39

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 40

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 41

• Double click on the axis to format it

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 42

© 1995-2006 Cheltenham Courseware Ltd. ECDL AM4 using Office XP - Slide No 43

• Drag the pie chart segments outwards