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Microsoft Office 365
® ™
EXCEL
L 2016
®
COMPREHENSIVE
Steven M. Freund
Joy L. Starks
Indiana University Purdue
University Indianapolis
Eric J. Schmieder
Australia • Brazil • Japan • Korea • Mexico • Singapore • Spain • United Kingdom • United States
Microsoft® Excel® 2016: Comprehensive © 2017 Cengage Learning
Steven M. Freund, Joy L. Starks and ALL RIGHTS RESERVED. No part of this work covered by the copyright herein
Eric J. Schmieder may be reproduced or distributed in any form or by any means, except as
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Printed in the United States of America

Print Number: 01 Print Year: 2016
Microsoft Office 365
® ™
EXCEL
L 2016
®
COMPREHENSIVE
Contents
Productivity Apps for School and Work To Customize the Quick Access
Introduction to OneNote 2016 PA 2 Toolbar OFF 22
Introduction to Sway PA 6 To Enter a Worksheet Title OFF 23
Introduction to Office Mix PA 10 Document Properties OFF 24
Introduction to Microsoft Edge PA 14 To Change Document Properties OFF 24
Printing, Saving, and Organizing Files OFF 25
Printing a Document OFF 25
Microsoft Office 2016 and Windows 10 To Print a Document OFF 25
Organizing Files and Folders OFF 27
To Create a Folder OFF 28
Office 2016 and Windows 10:
Essential Concepts and Skills Folder Windows OFF 29
Objectives OFF 1 To Create a Folder within a Folder OFF 30
Roadmap OFF 1 To Expand a Folder, Scroll through
Introduction to the Windows 10 Folder Contents, and Collapse
Operating System OFF 2 a Folder OFF 30
Using a Touch Screen and a Mouse OFF 3 To Switch from One App to Another OFF 32
Scrolling OFF 4 To Save a File in a Folder OFF 32
Keyboard Shortcuts OFF 5 Navigating in Dialog Boxes OFF 35
Starting Windows OFF 5 To Minimize and Restore a Window OFF 35
To Sign In to an Account OFF 6 To Save a File on OneDrive OFF 37
The Windows Desktop OFF 8 To Sign Out of a Microsoft Account OFF 38
Introduction to Microsoft Office 2016 OFF 8 Screen Resolution OFF 39
Microsoft Office 2016 Apps OFF 8 To Change the Screen Resolution OFF 40
Microsoft Office 2016 Suites OFF 9 To Exit an App with One
Running and Using an App OFF 10 Document Open OFF 42
Excel OFF 10 To Copy a Folder to OneDrive OFF 42
To Run an App Using the Start Menu To Unlink a OneDrive Account OFF 44
and Create a Blank Document OFF 11 Additional Common Features of
To Maximize a Window OFF 13 Office Apps OFF 46
Excel Workbook Window, Ribbon, To Run an App Using the Search Box OFF 46
and Elements Common to To Open an Existing File OFF 47
Office Apps OFF 13 To Create a New Document from
To Display a Different Tab on the Backstage View OFF 48
the Ribbon OFF 19 To Enter a Worksheet Title OFF 49
To Collapse and Expand the Ribbon and To Save a File OFF 49
Use Full Screen Mode OFF 19 To Close a File Using the Backstage View OFF 49
To Use a Shortcut Menu to Relocate To Open a Recent File Using
the Quick Access Toolbar OFF 21 the Backstage View OFF 50
v
vi Contents Microsoft Excel 2016 Comprehensive
To Create a New Blank Workbook To Calculate Multiple Totals at the

from File Explorer OFF 51 Same Time EX 16
To Open a File Using File Explorer OFF 51 To Enter a Formula Using the Keyboard EX 18
To Enter a Worksheet Title OFF 52 To Copy a Cell to Adjacent Cells in
To Save an Existing Office File with a Row EX 19
the Same File Name OFF 52 Formatting the Worksheet EX 19
To Save a File with a New File Name OFF 52 Font Style, Size, and Color EX 21
To Exit an Office App OFF 53 To Change a Cell Style EX 21
Renaming, Moving, and Deleting Files OFF 53 To Change the Font EX 22
To Rename a File OFF 53 To Apply Bold Style to a Cell EX 23
To Move a File OFF 54 To Increase the Font Size of a Cell Entry EX 24
To Delete a File OFF 54 To Change the Font Color of a Cell Entry EX 25
Microsoft Office and Windows Help OFF 55 To Center Cell Entries across Columns
To Open the Help Window by Merging Cells EX 26
in an Office App OFF 55 To Format Rows Using Cell Styles EX 27
Moving and Resizing Windows OFF 56 To Format Numbers in the Worksheet EX 29
To Move a Window by Dragging OFF 56 To Adjust the Column Width EX 31
To Resize a Window by Dragging OFF 56 To Use the Name Box to Select a Cell EX 32
Using Office Help OFF 57 Other Ways to Select Cells EX 33
To Obtain Help Using the Search Adding a Pie Chart to the Worksheet EX 33
Text Box OFF 57 To Add a 3-D Pie Chart EX 35
Obtaining Help while Working in an To Apply a Style to a Chart EX 36
Office App OFF 58 Changing the Sheet Tab Names EX 37
To Obtain Help Using the Tell Me Box OFF 59 To Move a Chart to a New Sheet EX 38
Using the Windows Search Box OFF 59 To Change the Sheet Tab Name EX 39
To Use the Windows Search Box OFF 59 Document Properties EX 40
Summary OFF 60 Printing a Worksheet EX 41
Apply Your Knowledge OFF 61 To Preview and Print a Worksheet
Extend Your Knowledge OFF 62 in Landscape Orientation EX 41
Expand Your World OFF 62 Autocalculate EX 43
In the Labs OFF 63 To Use the AutoCalculate Area
to Determine a Maximum EX 44
Correcting Errors EX 45
Correcting Errors while Entering Data
Microsoft Excel 2016 into a Cell EX 45
Correcting Errors after Entering Data
MODULE ONE into a Cell EX 45
Creating a Worksheet and a Chart Undoing the Last Cell Entry EX 46
Objectives EX 1 Clearing a Cell or Range of Cells EX 47
Introduction EX 1 Clearing the Entire Worksheet EX 48
Project — Personal Budget Worksheet Summary EX 49
and Chart EX 1 Apply Your Knowledge EX 50
Selecting a Cell EX 4 Extend Your Knowledge EX 52
Entering Text EX 4 Expand Your World EX 53
To Enter the Worksheet Titles EX 5 In the Labs EX 53
AutoCorrect EX 7
To Enter Column Titles EX 7 MODULE TWO
To Enter Row Titles EX 9 Formulas, Functions, and Formatting
Entering Numbers EX 9 Objectives EX 57
To Enter Numbers EX 10 Introduction EX 57
Calculating a Sum EX 12 Project — Worksheet with Formulas
To Sum a Column of Numbers EX 12 and Functions EX 58
Using the Fill Handle to Copy Entering the Titles and Numbers into the
a Cell to Adjacent Cells EX 13 Worksheet EX 60
To Copy a Cell to Adjacent Cells in a Row EX 14 To Enter the Worksheet Title and Subtitle EX 61
Microsoft Excel 2016 Comprehensive Contents vii
To Enter the Column Titles EX 61 Changing Column Width and

To Enter the Salary Data EX 62 Row Height EX 91
Flash Fill EX 62 To Change Column Width EX 91
To Use Flash Fill EX 63 To Change Row Height EX 94
To Enter the Row Titles EX 64 Checking Spelling EX 95
To Change the Sheet Tab Name To Check Spelling on the Worksheet EX 96
and Color EX 64 Additional Spelling Checker
Entering Formulas EX 65 Considerations EX 97
To Enter a Formula Using the Keyboard EX 65 Printing the Worksheet EX 97
Arithmetic Operations EX 66 To Change the Worksheet’s Margins,
Order of Operations EX 66 Header, and Orientation in
To Enter Formulas Using Point Mode EX 67 Page Layout View EX 98
To Copy Formulas Using the Fill Handle EX 69 To Print a Worksheet EX 100
Option Buttons EX 70 To Print a Section of the Worksheet EX 101
To Determine Totals Using the Displaying and Printing the Formulas
Sum Button EX 70 Version of the Worksheet EX 102
To Determine the Total Tax Percentage EX 71 To Display the Formulas in the
Using the AVERAGE, MAX, and Worksheet and Fit the Printout
MIN Functions EX 72 on One Page EX 103
To Determine the Highest Number in a To Change the Print Scaling Option
Range of Numbers Using the Back to 100% EX 104
Insert Function Dialog Box EX 72 Summary EX 105
To Determine the Lowest Number in a Apply Your Knowledge EX 106
Range of Numbers Using the Extend Your Knowledge EX 107
Sum Menu EX 74 Expand Your World EX 108
To Determine the Average of a Range In the Labs EX 109
of Numbers Using the Keyboard EX 76
To Copy a Range of Cells across Columns
to an Adjacent Range Using the MODULE THREE
Fill Handle EX 77 Working with Large Worksheets,
Verifying Formulas Using Range Finder EX 78 Charting, and What-If Analysis
To Verify a Formula Using Range Finder EX 78 Objectives EX 113
Formatting the Worksheet EX 79 Introduction EX 113
To Change the Workbook Theme EX 80 Project — Financial Projection Worksheet
To Format the Worksheet Titles EX 81 with What-If Analysis and Chart EX 114
To Change the Background Color and To Enter the Worksheet Titles and
Apply a Box Border to the Apply a Theme EX 117
Worksheet Title and Subtitle EX 82 Rotating Text and Using the Fill Handle
To Apply a Cell Style to the Column to Create a Series EX 117
Headings and Format the To Rotate Text in a Cell EX 118
Total Rows EX 83 To Use the Fill Handle to Create
To Format Dates and Center Data a Series of Month Names EX 119
in Cells EX 84 Using the Auto Fill Options Menu EX 120
To Increase Column Widths EX 121
To Apply an Accounting Number Format
To Enter and Indent Row Titles EX 122
and Comma Style Format Using
Copying a Range of Cells to a Nonadjacent
the Ribbon EX 85
Destination Area EX 122
To Apply a Currency Style Format with
To Copy a Range of Cells to a
a Floating Dollar Sign Using the
Nonadjacent Destination Area EX 123
Format Cells Dialog Box EX 86
Using the Paste Options Menu EX 124
To Apply a Percent Style Format and
Using Drag and Drop to Move or
Use the Increase Decimal Button EX 87
Copy Cells EX 124
Conditional Formatting EX 87
Using Cut and Paste to Move Cells EX 125
To Apply Conditional Formatting EX 88
Inserting and Deleting Cells in a Worksheet EX 125
Conditional Formatting Operators EX 91
To Insert a Row EX 126
viii Contents Microsoft Excel 2016 Comprehensive
Inserting Columns EX 127 To Split a Window into Panes EX 164

Inserting Single Cells or a Range of Cells EX 127 To Remove the Panes from the
Deleting Columns and Rows EX 128 Window EX 165
To Enter Numbers with Format Symbols EX 128 To Freeze Worksheet Columns
To Enter the Projected Monthly Sales EX 129 and Rows EX 165
To Enter and Format the System Date EX 130 To Unfreeze the Worksheet Columns
Absolute Versus Relative Addressing EX 132 and Rows EX 167
To Enter a Formula Containing What-If Analysis EX 167
Absolute Cell References EX 134 To Analyze Data in a Worksheet
Making Decisions — The IF Function EX 136 by Changing Values EX 167
To Enter an IF Function EX 137 To Goal Seek EX 168
To Enter the Remaining Formulas for Goal Seeking EX 170
January EX 138 Insights EX 171
To Copy Formulas with Absolute Cell To Use the Smart Lookup Insight EX 171
References Using the Fill Handle EX 139 Accessibility Features EX 172
To Determine Row Totals in Summary EX 172
Nonadjacent Cells EX 140 Apply Your Knowledge EX 174
Nested Forms of the IF Function EX 141 Extend Your Knowledge EX 175
Adding and Formatting Sparkline Charts EX 142 Expand Your World EX 177
To Add a Sparkline Chart In the Labs EX 177
to the Worksheet EX 142
To Change the Sparkline Style
and Copy the Sparkline Chart EX 144 MODULE FOUR
To Change the Sparkline Type EX 145 Financial Functions, Data Tables, and
Formatting the Worksheet EX 145 Amortization Schedules
To Assign Formats to Nonadjacent Objectives EX 185
Ranges EX 146 Introduction EX 185
To Format the Worksheet Titles EX 148 Project — Mortgage Payment Calculator
To Assign Cell Styles to Nonadjacent with Data Table and Amortization
Rows and Colors to a Cell EX 149 Schedule EX 186
To Copy a Cell’s Format Using the To Apply a Theme to the Worksheet EX 188
Format Painter Button EX 150 To Enter the Section and Row
To Format the What-If Assumptions Titles and System Date EX 188
Table EX 151 To Adjust the Column Widths and
Adding a Clustered Column Chart to Row Heights EX 189
the Workbook EX 151 To Change the Sheet Tab Name EX 190
To Draw a Clustered Column Chart on Creating Cell Names EX 190
a Separate Chart Sheet Using the To Format Cells before Entering
Recommended Charts Feature EX 152 Values EX 190
To Insert a Chart Title EX 154 To Enter the Loan Data EX 191
To Add Data Labels EX 154 To Create Names Based on
To Apply Chart Filters EX 155 Row Titles EX 192
To Add an Axis Title to the Chart EX 156 To Enter the Loan Amount Formula
To Change the Chart Style EX 157 Using Names EX 193
To Modify the Chart Axis Number The PMT Function EX 195
Format EX 158 To Enter the PMT Function EX 195
To Remove Filters and Data Labels EX 159 Other Financial Functions EX 196
Organizing the Workbook EX 160 To Determine the Total Interest and
To Rename and Color Sheet Tabs EX 160 Total Cost EX 197
To Reorder the Sheet Tabs EX 160 To Enter New Loan Data EX 197
To Check Spelling in Multiple Sheets EX 161 To Enter the Original Loan Data EX 198
To Preview and Print the Worksheet EX 161 Using a Data Table to Analyze
Changing the View of the Worksheet EX 162 Worksheet Data EX 199
To Shrink and Magnify the View To Enter the Data Table Title and
of a Worksheet or Chart EX 162 Column Titles EX 200
Microsoft Excel 2016 Comprehensive Contents ix
To Create a Percentage Series MODULE FIVE

Using the Fill Handle EX 200 Working with Multiple Worksheets
To Enter the Formulas in the Data Table EX 202 and Workbooks
To Define a Range as a Data Table EX 203 Objectives EX 241
More about Data Tables EX 204 Introduction EX 241
Creating an Amortization Schedule EX 204 Project — Consolidated Expenses
To Change Column Widths and Worksheet EX 242
Enter Titles EX 205 Creating the Consolidated Worksheet EX 244
To Create a Series of Integers To Apply a Theme EX 244
Using the Fill Handle EX 206 To Format the Worksheet EX 245
Formulas in the Amortization Schedule EX 207 To Enter the Title, Subtitle, and
To Enter the Formulas in the Row Titles EX 246
Amortization Schedule EX 208 To Enter Column Titles EX 246
To Copy the Formulas to Fill the Fill Series EX 247
Amortization Schedule EX 210 To Create Linear Series EX 247
To Enter the Total Formulas in the Date, Time, and Round Functions EX 249
Amortization Schedule EX 211 To Use the TODAY Function EX 251
To Format the Numbers in the To Enter Formulas Using the
Amortization Schedule EX 212 ROUND Function EX 252
Formatting the Worksheet EX 213 To Format the Title and Subtitle EX 255
To Add Custom Borders to a Range EX 213 To Format the Column Titles and
To Add Borders to the Varying Total Row EX 255
Interest Rate Schedule EX 215 To Format with a Floating Dollar Sign EX 256
To Add Borders to the Amortization Format Codes EX 256
Schedule EX 216 To Create a Custom Format Code EX 257
To Use Borders and Fill Color to Visually To Format with the Comma Style EX 259
Define and Group the Creating a Cell Style EX 259
Financial Tools EX 217 To Create a New Cell Style EX 260
Highlighting Cells in the Data Table Using To Apply a New Style EX 262
Conditional Formatting EX 217 To Use the Spelling Checker EX 263
To Add a Pointer to the Data Table Working with Multiple Worksheets EX 263
Using Conditional Formatting EX 218 To Add a Worksheet to a Workbook EX 264
To Enter New Loan Data EX 220 To Copy and Paste from One
To Enter the Original Loan Data EX 220 Worksheet to Another EX 264
Printing Sections of the Worksheet EX 221 To Copy a Worksheet Using a
To Set Up a Worksheet to Print EX 221 Shortcut Menu EX 265
To Set the Print Area EX 222 To Copy a Worksheet Using the CTRL Key EX 266
To Name and Print Sections of a To Drill an Entry through Worksheets EX 267
Worksheet EX 222 Selecting and Deselecting Sheets EX 268
Protecting and Hiding Worksheets Customizing the Individual Worksheets EX 268
and Workbooks EX 225 To Modify the Durat Theater Worksheet EX 268
To Protect a Worksheet EX 226 To Modify the Truman House Sheet EX 269
More about Worksheet Protection EX 228 To Modify the Stage Xanadu Worksheet EX 270
To Hide and Unhide a Worksheet EX 228 Referencing Cells Across Worksheets EX 271
To Hide and Unhide a Workbook EX 229 To Modify the Consolidated Worksheet EX 272
Formula Checking EX 230 To Enter a 3-D Reference EX 272
To Enable Background Formula To Use the Paste Gallery EX 274
Checking EX 231 Formatting Pie Charts EX 275
More about Background Formula To Insert a 3-D Pie Chart on a Worksheet EX 276
Checking EX 231 To Move a Chart on the Same Worksheet EX 276
Summary EX 232 To Resize a Chart EX 277
Apply Your Knowledge EX 233 To Explode a Slice EX 278
Extend Your Knowledge EX 234 To Rotate the 3-D Pie Chart EX 279
Expand Your World EX 236 To Format Data Labels EX 279
In the Labs EX 236 Printing Multiple Worksheets EX 282
x Contents Microsoft Excel 2016 Comprehensive
To Change Margins and Center the To Print the Table EX 328

Printout Horizontally EX 282 Sorting a table EX 328
To Add a Header EX 283 To Sort Ascending EX 329
To Add a Footer EX 283 To Sort Descending EX 330
To Preview and Print All Worksheets in a To Custom Sort a Table EX 331
Workbook EX 284 Querying a Table Using AutoFilter EX 333
Creating Separate Files From Worksheets EX 286 To Sort a Table Using AutoFilter EX 333
To Create a Separate File from a To Query a Table Using AutoFilter EX 334
Worksheet EX 286 To Remove Filters EX 335
Consolidating Data by Linking Separate To Search a Table Using AutoFilter EX 336
Workbooks EX 287 To Enter Custom Criteria Using
Moving Linked Workbooks EX 287 AutoFilter EX 337
To Open a Data File and Save it to a More about AutoFilters EX 339
New Location EX 288 To Turn Off AutoFilter EX 339
To Search For and Open Workbooks EX 288 Using Criteria and Extract Ranges EX 340
To Switch to a Different Open To Create a Criteria Range EX 340
Workbook EX 289 To Query Using a Criteria Range EX 341
To Arrange Multiple Workbooks EX 290 To Create an Extract Range EX 342
To Hide Workbooks EX 291 To Extract Records EX 343
To Consolidate Data by Linking More about the Criteria Range EX 344
Workbooks EX 292 Using Database Functions EX 344
To Close All Workbooks at One Time EX 295 To Create an Output Area EX 345
Summary EX 295 To Use the DAVERAGE and
Apply Your Knowledge EX 296 DCOUNT Database Functions EX 346
Extend Your Knowledge EX 298 Using the Sumif, Countif, Match,
Expand Your World EX 299 and Index Functions EX 347
In the Labs EX 300 To Use the SUMIF Function EX 347
To Use the COUNTIF Functions EX 348
To Use the MATCH and
MODULE SIX INDEX Functions EX 349
Creating, Sorting, and Querying Summarizing Data EX 350
a Table To Sort the Data EX 350
Objectives EX 305 To Convert a Table to a Range EX 350
Introduction EX 305 To Display Subtotals EX 351
Project — Coffee Craft Daily Services EX 306 To Use the Outline Feature EX 352
To Open and Save a File EX 310 To Remove Automatic Subtotals EX 352
Table Guidelines EX 311 Treemap Charts EX 353
Creating a Table EX 311 To Create a Treemap Chart EX 353
To Format a Range as a Table EX 312 To Move the Chart and Edit Fonts EX 354
To Wrap Text EX 313 To Edit Treemap Settings EX 355
To Name the Table EX 314 Summary EX 357
To Remove Duplicates EX 314 Apply Your Knowledge EX 359
To Enter a New Record into a Table EX 315 Extend Your Knowledge EX 361
To Add New Columns to the Table EX 316 Expand Your World EX 362
To Center Across Selection EX 317 In the Labs EX 363
Using a Lookup Table EX 318
To Create a Table Array Area EX 319
To Use the VLOOKUP Function EX 320 MODULE SEVEN
Adding Calculated Fields to the Table EX 321 Creating Templates, Importing
To Create Calculated Fields EX 321 Data, and Working with SmartArt,
Conditional Formatting EX 323 Images, and Screenshots
To Add a Conditional Formatting Objectives EX 369
Rule with an Icon Set EX 324 Introduction EX 369
Working with Tables in Excel EX 326 Project — Home Security Systems EX 370
To Insert a Total Row EX 326 Creating Templates EX 373
Microsoft Excel 2016 Comprehensive Contents xi
To Open a Blank Workbook and Summary EX 424

Format the Rows and Columns EX 373 Apply Your Knowledge EX 425
To Enter Titles in the Template EX 374 Extend Your Knowledge EX 427
To Enter Column Titles in the Template EX 375 Expand Your World EX 428
To Enter Sample Data in the Template EX 375 In the Labs EX 429
To Enter Formulas and Functions in the
Template EX 376 MODULE EIGHT
To Save the Template EX 377 Working with Trendlines, PivotTables,
To Open a Template and Save It as PivotCharts, and Slicers
a Workbook EX 379 Objectives EX 433
Importing Data EX 380 Introduction EX 433
Text Files EX 381 Project — LinkMe Internet Service Provider EX 433
To Import Data from a Text File EX 382 To Run Excel and Open a Workbook EX 436
Text Formatting EX 385 Adding a Trendline to a Chart EX 436
To Use the Trim Function EX 386 To Create a 2-D Line Chart EX 437
To Paste Values Only EX 387 To Add a Trendline to a Chart EX 439
Access Files EX 388 More about Trendlines EX 442
To Import Data from an Access Table EX 388 To Change the Format of a
To Format the Access Data EX 389 Data Point EX 442
Web Data EX 390 Creating and Formatting PivotTable Reports EX 444
To Import Data from a Webpage EX 390 To Create a Blank PivotTable EX 445
Using Word Data EX 393 To Add Data to the PivotTable EX 446
To Paste Text without Formatting EX 393 To Change the Layout of a
To Transpose Columns and Rows EX 395 PivotTable EX 447
To Delete, Cut, Paste, and Format Data EX 396 To Change the View of a
To Convert Text to Columns EX 397 PivotTable Report EX 448
To Replicate Formulas EX 398 To Filter a PivotTable Report
Using the Quick Analysis Gallery EX 399 Using a Report Filter EX 449
To Format Using the Quick Analysis To Filter a PivotTable Report Using
Gallery EX 400 Multiple Selection Criteria EX 450
To Total Data Using the Quick Analysis To Remove a Report Filter from a
Gallery EX 401 PivotTable Report EX 452
Using the Find and Replace Commands EX 402 To Remove and Add Data to the
To Find Data EX 402 PivotTable Report EX 452
Working with the Find and Replace To Filter a PivotTable Report Using
Dialog Box EX 404 the Row Label Filter EX 452
To Find and Replace EX 404 To Clear the Filter EX 454
Inserting a Bar Chart EX 405 Formatting PivotTable Reports EX 455
To Insert a Chart Using the Quick To Format a PivotTable Report EX 455
Analysis Gallery EX 406 Summary Functions EX 457
To Format the Chart EX 407 To Switch Summary Functions EX 458
To Format the Chart Title EX 410 To Insert a New Summary Function EX 459
Working with Smartart Graphics EX 411 To Customize the Field Headers
To Create a New Sheet EX 412 and Field List EX 461
To Insert a SmartArt Graphic EX 412 To Expand and Collapse Categories EX 462
To Color and Resize the SmartArt Graphic EX 413 To Create a Title EX 463
To Add Shapes to a SmartArt Graphic EX 415 To Update a PivotTable EX 464
To Add Text to a SmartArt Graphic EX 415 Creating and Formatting PivotChart
To Add Pictures to a SmartArt Graphic EX 416 Reports EX 465
To Format Text Effects EX 419 To Create a PivotChart Report from
To Add a Style to a SmartArt Graphic EX 420 an Existing PivotTable Report EX 465
Using Screenshots on a Worksheet EX 421 To Move the PivotChart Report EX 466
To Create Another New Sheet EX 421 To Remove Fields EX 467
To Insert a Screenshot on a To Change the PivotChart Type
Worksheet EX 422 and Format the Chart EX 467
xii Contents Microsoft Excel 2016 Comprehensive
To Change the View of a Using Solver to Solve Complex Problems EX 526

PivotChart Report EX 471 To Use Solver to Find the Optimal
To Create a PivotChart and Solution to a Complex Problem EX 528
PivotTable Directly from Data EX 473 To View the Solver Answer Report EX 531
To Create a Calculated Field to a Working with Solver Options EX 533
PivotTable Report EX 475 Using Scenarios and Scenario Manager
To Format the PivotTable EX 477 to Analyze Data EX 533
To Format the PivotChart EX 478 To Save the Current Data as a Scenario EX 534
Working with Slicers EX 478 Adding Data for a New Scenario EX 536
To Copy a PivotTable and PivotChart EX 479 To Add the Data for a New Scenario EX 536
To Add Slicers to the Worksheet EX 480 To Use Solver to Find a New Solution EX 537
To Format Slicers EX 481 To View the Solver Answer Report
To Use the Slicers EX 482 for the Schedule 2 Solution EX 538
To Use the Slicers to Review To Save the Second Solver Solution
Data Not in the PivotTable EX 483 as a Scenario EX 539
Summary EX 485 To Show a Saved Scenario EX 541
Apply Your Knowledge EX 486 Summarizing Scenarios EX 541
Extend Your Knowledge EX 487 To Create a Scenario Summary
Expand Your World EX 489 Worksheet EX 542
In the Labs EX 490 Working with an Outlined Worksheet EX 543
To Create a Scenario PivotTable
Worksheet EX 544
MODULE NINE Summary EX 545
Formula Auditing, Data Validation, and Apply Your Knowledge EX 546
Complex Problem Solving Extend Your Knowledge EX 547
Objectives EX 497 Expand Your World EX 548
Introduction EX 497 In the Labs EX 549
Project — Life Coach Services Scheduling
Analysis EX 498
To Run Excel and Open a Workbook EX 502 MODULE TEN
About the Scheduling Plan Worksheet EX 502 Data Analysis with Power Tools and
Formula Auditing EX 503 Creating Macros
To Trace Precedents EX 503 Objectives EX 553
To Review Precedents on a Different Introduction EX 553
Worksheet EX 505 Project — Business Decisions Demographics EX 554
To Remove the Precedent Arrows EX 506 Workflow EX 557
To Trace Dependents EX 507 To Create a Workbook in a New Folder EX 558
To Remove the Dependent Arrows EX 509 To Copy Data Files EX 558
To Use Error Checking to Correct To Enable Data Analysis EX 558
Errors EX 509 To Customize the Ribbon EX 560
More about the Formula Get & Transform EX 563
Auditing Group EX 514 To Get Data EX 563
Using the Watch Window EX 514 To Transform the Data EX 565
Data Validation EX 515 To Get Another Data Source EX 568
To Add Data Validation to Cells EX 516 To Edit Using the Query Tab EX 569
Customizing Excel Add-Ins EX 518 Power Pivot EX 571
The Solver Add-In EX 518 Data Models EX 571
To Enable the Solver Add-In EX 518 To Add a Query to a Data Model EX 571
Solving Complex Problems EX 520 To Add Another Query to the
To Use Trial and Error to Attempt Data Model EX 572
to Solve a Complex Problem EX 521 To Build a PivotTable Using
To Use Goal Seek to Attempt to Solve Power Pivot EX 573
a Complex Problem EX 523 To Create a Relationship EX 575
To Circle Invalid Data EX 525 To View Relationships EX 577
To Clear Validation Circles EX 526 To Create a Measure EX 577
Microsoft Excel 2016 Comprehensive Contents xiii
To Finish Formatting the PivotTable EX 580 Setting Form Control Properties EX 628
Cube Functions EX 581 To Format the Form Controls EX 629
To View Cube Functions EX 582 To Format the Controls in the
Power View EX 583 Group Box EX 631
To Start Power View EX 583 To Format the Check Box Controls EX 632
To Create a Power View Report Setting ActiveX Control Properties EX 633
with Tiles EX 584 To Format the ActiveX Controls EX 633
To Switch Visualizations EX 586 Recording User Input EX 635
To Format the Power View Report EX 587 To Assign Names to Ranges and Cells EX 636
To Highlight Data in the Visualization EX 588 To Record User Input for Controls EX 636
3D Maps EX 589 To Record User Input for the Group
To Open the 3D Maps Window EX 589 Box Controls EX 638
To Create Scenes EX 590 To Record User Input for the Check
To Format Scene Options EX 592 Box Controls EX 638
To Finish the Animation Steps EX 593 Writing Code for a Command Button EX 639
To Capture a Screen EX 594 To Enter the Command Button
Power BI EX 595 Procedures Using the Visual
Creating a Home Page with Hyperlinks EX 596 Basic Editor EX 640
To Create a Home Page EX 596 To Remove the Outline from the
To Insert a Hyperlink EX 597 Group Control EX 642
To Format the Home Page EX 600 Sharing and Collaboration EX 642
Macros EX 601 To Prepare and Protect the Worksheet EX 643
To Enable Macros EX 601 To Test the Controls in the Worksheet EX 644
Recording Macros EX 602 Collaborating with Others EX 645
To Record a Macro EX 602 To Distribute a Workbook via OneDrive EX 646
To Execute a Macro EX 604 To Share and Collaborate on a
To Save a Workbook as a Workbook EX 647
Macro-Enabled Workbook EX 605 To Unprotect a Password-Protected
To Reset the Ribbon EX 606 Worksheet EX 650
Summary EX 607 Comparing and Merging Workbooks EX 651
Apply Your Knowledge EX 608 To Compare Workbooks EX 652
Extend Your Knowledge EX 609 To Merge Workbooks EX 653
Expand Your World EX 611 To Turn Off Workbook Sharing EX 655
In the Labs EX 612 Digital Signatures EX 655
Gathering Feedback Using Comments EX 656
MODULE ELEVEN To Add Comments to a Worksheet EX 657
User Interfaces, Visual Basic for To Display All Comments on a
Applications (VBA), and Collaboration Worksheet EX 658
Features in Excel To Edit Comments on a Worksheet EX 659
Objectives EX 617 Tracking Changes on a Workbook EX 660
Introduction EX 617 To Turn On Track Changes EX 661
Project — Global Pharmaceutical Reviewing Tracked Changes EX 662
Company Sales Analysis EX 618 To Open a Workbook and Review
To Run Excel and Open a Workbook EX 621 Tracked Changes EX 662
Designing the User Interface EX 622 To Turn Off Track Changes EX 665
Planning Controls into the Worksheet Finalizing a Workbook EX 666
Design EX 622 To Add a Watermark to a Worksheet EX 666
To Display the Developer Tab EX 624 To Format a Worksheet Background EX 668
To Add Form Controls to a Worksheet EX 625 To Add a Legend to a Chart EX 670
To Group Option Buttons in the To Add a Shadow to a Chart Element EX 671
User Interface EX 626 To Add a Sparklines Using the Quick
To Add a Label Control to the Analysis Gallery EX 672
Worksheet EX 627 Saving Custom Views EX 673
To Add a Command Button Control To Save a Custom View of a Workbook EX 673
to the Worksheet EX 628 Internationalization Features EX 675
xiv Contents Microsoft Excel 2016 Comprehensive
Displaying International Symbols EX 675 To Inspect a Document for Hidden

Displaying Data in Multiple and Personal Information EX 678
International Formats EX 675 Summary EX 680
Collaborating with Users Who Do Not Apply Your Knowledge EX 681
Use Excel 2016 EX 675 Extend Your Knowledge EX 682
To Save a Workbook in an Earlier Expand Your World EX 683
Version of Excel and Mark In the Labs EX 684
as Final EX 676
Information Rights Management EX 678 Index IND 1
Productivity Apps for
OneNote
Sway
Office Mix
School and Work Edge
Corinne Hoisington
Lochlan keeps track of

his class notes, football
plays, and internship Zoe is using the annotation
meetings with OneNote. features of Microsoft Edge
to take and save web notes
for her research paper.
Nori is creating a Sway

site to highlight this year’s
activities for the Student
Government Association. Hunter is adding interactive
videos and screen recordings
to his PowerPoint resume.
© Rawpixel/Shutterstock.com
Being computer literate no longer means mastery of only Word, Excel,

PowerPoint, Outlook, and Access. To become technology power users, Hunter,
Nori, Zoe, and Lochlan are exploring Microsoft OneNote, Sway, Mix, and Edge in
Office 2016 and Windows 10.
Introduction to OneNote 2016 ................. 2

Module
Learn to use productivity apps!

In this
Introduction to Sway .................................. 6

Links to companion Sways, featuring
Introduction to Office Mix ....................... 10 videos with hands-on instructions, are
Introduction to Microsoft Edge .............. 14 located on www.cengagebrain.com.
Productivity Apps for School and Work PA-1
Introduction to OneNote 2016
notebook | section tab | To Do tag | screen clipping | note | template | Microsoft OneNote
Bottom Line Mobile app | sync | drawing canvas | inked handwriting | Ink to Text
• OneNote is a note-taking
app for your academic and As you glance around any classroom, you invariably see paper notebooks and notepads
professional life. on each desk. Because deciphering and sharing handwritten notes can be a challenge,
• Use OneNote to get organized Microsoft OneNote 2016 replaces physical notebooks, binders, and paper notes with a
by gathering your ideas, searchable, digital notebook. OneNote captures your ideas and schoolwork on any device
sketches, webpages, photos, so you can stay organized, share notes, and work with others on projects. Whether you
videos, and notes in one place. are a student taking class notes as shown in Figure 1 or an employee taking notes in
company meetings, OneNote is the one place to keep notes for all of your projects.
Figure 1: OneNote 2016 notebook
Each notebook is divided into Use To Do tags, icons that

sections, also called section help you keep track of your
tabs, by subject or topic. assignments and other tasks.
Type on a page Personalize a page Write or draw

to add a note, a with a template, or directly on the
small window stationery. page using
that contains drawing tools.
text or other
types of
information. Pages can include
pictures such as Attach files and
screen clippings, enter equations
images from any part so you have
of a computer screen. everything you
need in one place.
Creating a OneNote Notebook

OneNote is divided into sections similar to those in a spiral-bound notebook. Each
OneNote notebook contains sections, pages, and other notebooks. You can use One-
Note for school, business, and personal projects. Store information for each type of
project in different notebooks to keep your tasks separate, or use any other organiza-
tion that suits you. OneNote is flexible enough to adapt to the way you want to work.
When you create a notebook, it contains a blank page with a plain white background
Learn to use OneNote! by default, though you can use templates, or stationery, to apply designs in categories
Links to companion Sways, such as Academic, Business, Decorative, and Planners. Start typing or use the buttons
featuring videos with hands-on on the Insert tab to insert notes, which are small resizable windows that can contain
instructions, are located on text, equations, tables, on-screen writing, images, audio and video recordings, to-do
www.cengagebrain.com. lists, file attachments, and file printouts. Add as many notes as you need to each page.
Syncing a Notebook to the Cloud

OneNote saves your notes every time you make a change in a notebook. To make sure
you can access your notebooks with a laptop, tablet, or smartphone wherever you
are, OneNote uses cloud-based storage, such as OneDrive or SharePoint. Microsoft
OneNote Mobile app, a lightweight version of OneNote 2016 shown in Figure 2, is
available for free in the Windows Store, Google Play for Android devices, and the
AppStore for iOS devices.
If you have a Microsoft account, OneNote saves your notes on OneDrive auto-
matically for all your mobile devices and computers, which is called syncing. For
example, you can use OneNote to take notes on your laptop during class, and then
PA-2 Productivity Apps for School and Work
open OneNote on your phone to study later. To use a notebook stored on your com-
puter with your OneNote Mobile app, move the notebook to OneDrive. You can
quickly share notebook content with other people using OneDrive.
Figure 2: Microsoft OneNote Mobile app
Notes synced to
OneDrive and
displayed on a
smartphone
Taking Notes
Use OneNote pages to organize your notes by class and topic or lecture. Beyond sim-
ple typed notes, OneNote stores drawings, converts handwriting to searchable text and On the Job Now
mathematical sketches to equations, and records audio and video. OneNote is ideal for taking notes
OneNote includes drawing tools that let you sketch freehand drawings such as bio- during meetings, whether you are
logical cell diagrams and financial supply-and-demand charts. As shown in Figure 3, the recording minutes, documenting
Draw tab on the ribbon provides these drawing tools along with shapes so you can insert a discussion, sketching product
diagrams and other illustrations to represent your ideas. When you draw on a page, One- diagrams, or listing follow-up
Note creates a drawing canvas, which is a container for shapes and lines. items. Use a meeting template
to add pages with content
appropriate for meetings.
Figure 3: Tools on the Draw tab
Draw tab
Pens and
highlighters
are in the
Tools group.
Insert rectangles Lines and shapes are
and lines from the in the Shapes group.
Shapes group.
Make drawings
using pens in
Insert text the Tools group.
using the Type
button in the
Tools group.
Converting Handwriting to Text

When you use a pen tool to write on a notebook page, the text you enter is called
inked handwriting. OneNote can convert inked handwriting to typed text when
you use the Ink to Text button in the Convert group on the Draw tab, as shown in
Figure 4. After OneNote converts the handwriting to text, you can use the Search box
to find terms in the converted text or any other note in your notebooks.
Figure 4: Converting handwriting to text
Ink to Text button
Handwriting
Writing inserted converted to
with a fingertip searchable text
On the Job Now Recording a Lecture

If your computer or mobile device has a microphone or camera, OneNote can record the
Use OneNote as a place to brain- audio or video from a lecture or business meeting as shown in Figure 5. When you record
storm ongoing work projects. If
a notebook contains sensitive
a lecture (with your instructor’s permission), you can follow along, take regular notes at
material, you can password-pro- your own pace, and review the video recording later. You can control the start, pause, and
tect some or all of the notebook stop motions of the recording when you play back the recording of your notes.
so that only certain people can
open it.
Figure 5: Video inserted in a notebook
Record Video Audio & Video

button Recording tab
Video recording
Math Lecture
video file
© iStock.com/petrograd99
Try This Now Learn to use OneNote!
Links to companion Sways,
1: Taking Notes for a Week
featuring videos with hands-on
As a student, you can get organized by using OneNote to take detailed notes in your
instructions, are located on
classes. Perform the following tasks:
www.cengagebrain.com.
a. Create a new OneNote notebook on your Microsoft OneDrive account (the
default location for new notebooks). Name the notebook with your first name
followed by “Notes,” as in Caleb Notes.
b. Create four section tabs, each with a different class name.
c. Take detailed notes in those classes for one week. Be sure to include notes, drawings, and other types of content.
d. Sync your notes with your OneDrive. Submit your assignment in the format specified by your instructor.
2: Using OneNote to Organize a Research Paper

You have a research paper due on the topic of three habits of successful students. Use OneNote to organize your research.
Perform the following tasks:
a. Create a new OneNote notebook on your Microsoft OneDrive account. Name the notebook Success Research.
b. Create three section tabs with the following names:
• Take Detailed Notes
• Be Respectful in Class
• Come to Class Prepared
c. On the web, research the topics and find three sources for each section. Copy a sentence from each source and paste
the sentence into the appropriate section. When you paste the sentence, OneNote inserts it in a note with a link to the
source.
d. Sync your notes with your OneDrive. Submit your assignment in the format specified by your instructor.
3: Planning Your Career

Note: This activity requires a webcam or built-in video camera on any type of device.
Consider an occupation that interests you. Using OneNote, examine the responsibilities, education requirements, potential
salary, and employment outlook of a specific career. Perform the following tasks:
a. Create a new OneNote notebook on your Microsoft OneDrive account. Name the notebook with your first name
followed by a career title, such as Kara - App Developer.
b. Create four section tabs with the names Responsibilities, Education Requirements, Median Salary, and Employment
Outlook.
c. Research the responsibilities of your career path. Using OneNote, record a short video (approximately 30 seconds) of
yourself explaining the responsibilities of your career path. Place the video in the Responsibilities section.
d. On the web, research the educational requirements for your career path and find two appropriate sources. Copy a para-
graph from each source and paste them into the appropriate section. When you paste a paragraph, OneNote inserts it
in a note with a link to the source.
e. Research the median salary for a single year for this career. Create a mathematical equation in the Median
Salary section that multiplies the amount of the median salary times 20 years to calculate how much you will
possibly earn.
f. For the Employment Outlook section, research the outlook for your career path. Take at least four notes about what you
find when researching the topic.
g. Sync your notes with your OneDrive. Submit your assignment in the format specified by your instructor.
Introduction to Sway
Sway site | responsive design | Storyline | card | Creative Commons license | animation
Bottom Line emphasis effects | Docs.com
• Drag photos, videos, and
Expressing your ideas in a presentation typically means creating PowerPoint slides
files from your computer and
or a Word document. Microsoft Sway gives you another way to engage an audience.
content from Facebook and
Sway is a free Microsoft tool available at Sway.com or as an app in Office 365.
Twitter directly to your Sway
Using Sway, you can combine text, images, videos, and social media in a website
presentation.
called a Sway site that you can share and display on any device. To get started,
• Run Sway in a web browser or
you create a digital story on a web-based canvas without borders, slides, cells, or
as an app on your smartphone,
page breaks. A Sway site organizes the text, images, and video into a responsive
and save presentations as
design, which means your content adapts perfectly to any screen size as shown in
webpages.
Figure 6. You store a Sway site in the cloud on OneDrive using a free Microsoft
account.
Figure 6: Sway site with responsive design
You can display a

Sway presentation
in a web browser.
© iStock.com/marinello, © iStock.com/marekuliasz
Sway uses
responsive
design to make
sure pages fit
perfectly on
any device.
Creating a Sway Presentation

Learn to use Sway! You can use Sway to build a digital flyer, a club newsletter, a vacation blog, an informa-
tional site, a digital art portfolio, or a new product rollout. After you select your topic
and sign into Sway with your Microsoft account, a Storyline opens, providing tools
and a work area for composing your digital story. See Figure 7. Each story can include
text, images, and videos. You create a Sway by adding text and media content into a
Storyline section, or card. To add pictures, videos, or documents, select a card in the
left pane and then select the Insert Content button. The first card in a Sway presenta-
tion contains a title and background image.
Figure 7: Creating a Sway site
Design and create

Sway presentations. Share and play
published Sway sites.
Arrange content in a Storyline,

which contains all the text,
pictures, videos, and other
media in a Sway presentation.
To add content, select a

card, which is designed After selecting a card,
to hold a particular type click the Insert Content
of information. button to add the content
to the Sway presentation.
Adding Content to Build a Story

As you work, Sway searches the Internet to help you find relevant images, videos,
On the Job Now
tweets, and other content from online sources such as Bing, YouTube, Twitter, and
Facebook. You can drag content from the search results right into the Storyline. In If you have a Microsoft Word
addition, you can upload your own images and videos directly in the presentation. document containing an outline
For example, if you are creating a Sway presentation about the market for commer- of your business content, drag the
outline into Sway to create a card
cial drones, Sway suggests content to incorporate into the presentation by displaying for each topic.
it in the left pane as search results. The search results include drone images tagged
with a Creative Commons license at online sources as shown in Figure 8. A Creative
Commons license is a public copyright license that allows the free distribution of an
otherwise copyrighted work. In addition, you can specify the source of the media. For
example, you can add your own Facebook or OneNote pictures and videos in Sway
without leaving the app.
Figure 8: Images in Sway search results
Information about Creative

Select the source Commons licenses
of media objects
Storyline title
Drag an image to the

picture placeholder box
Suggested images in
the search results
Designing a Sway
Sway professionally designs your Storyline content by resizing background images and
On the Job Now fonts to fit your display, and by floating text, animating media, embedding video, and
If your project team wants to col-
removing images as a page scrolls out of view. Sway also evaluates the images in your
laborate on a Sway presentation, Storyline and suggests a color palette based on colors that appear in your photos. Use
click the Authors button on the the Design button to display tools including color palettes, font choices, animation
navigation bar to invite others to emphasis effects, and style templates to provide a personality for a Sway presentation.
edit the presentation. Instead of creating your own design, you can click the Remix button, which randomly
selects unique designs for your Sway site.
Publishing a Sway
Use the Play button to display your finished Sway presentation as a website. The
Address bar includes a unique web address where others can view your Sway site. As
the author, you can edit a published Sway site by clicking the Edit button (pencil icon)
on the Sway toolbar.
Sharing a Sway
When you are ready to share your Sway website, you have several options as shown in
Figure 9. Use the Share slider button to share the Sway site publically or keep it private.
If you add the Sway site to the Microsoft Docs.com public gallery, anyone worldwide can
use Bing, Google, or other search engines to find, view, and share your Sway site. You can
also share your Sway site using Facebook, Twitter, Google+, Yammer, and other social
media sites. Link your presentation to any webpage or email the link to your audience.
Sway can also generate a code for embedding the link within another webpage.
Figure 9: Sharing a Sway site
Share button
Drag the slider button to

Just me to keep the Sway
site private
Post the Sway

site on Docs.com
Options differ depending

on your Microsoft account
Send friends a link

to the Sway site
Try This Now Learn to use Sway!
1: Creating a Sway Resume
Sway is a digital storytelling app. Create a Sway resume to share the skills, job experi-
ences, and achievements you have that match the requirements of a future job interest.
Perform the following tasks:
a. Create a new presentation in Sway to use as a digital resume. Title the Sway
Storyline with your full name and then select a background image.
b. Create three separate sections titled Academic Background, Work Experience, and Skills, and insert text, a picture,
and a paragraph or bulleted points in each section. Be sure to include your own picture.
c. Add a fourth section that includes a video about your school that you find online.
d. Customize the design of your presentation.
e. Submit your assignment link in the format specified by your instructor.
2: Creating an Online Sway Newsletter

Newsletters are designed to capture the attention of their target audience. Using Sway, create a newsletter for a club, organiza-
tion, or your favorite music group. Perform the following tasks:
a. Create a new presentation in Sway to use as a digital newsletter for a club, organization, or your favorite music group.
Provide a title for the Sway Storyline and select an appropriate background image.
b. Select three separate sections with appropriate titles, such as Upcoming Events. In each section, insert text, a picture,
and a paragraph or bulleted points.
c. Add a fourth section that includes a video about your selected topic.
e. Submit your assignment link in the format specified by your instructor.
3: Creating and Sharing a Technology Presentation

To place a Sway presentation in the hands of your entire audience, you can share a link to the Sway presentation. Create a Sway
presentation on a new technology and share it with your class. Perform the following tasks:
a. Create a new presentation in Sway about a cutting-edge technology topic. Provide a title for the Sway Storyline and
select a background image.
b. Create four separate sections about your topic, and include text, a picture, and a paragraph in each section.
c. Add a fifth section that includes a video about your topic.
e. Share the link to your Sway with your classmates and submit your assignment link in the format specified by your
instructor.
Introduction to Office Mix
add-in | clip | slide recording | Slide Notes | screen recording | free-response quiz
Bottom Line
• Office Mix is a free PowerPoint To enliven business meetings and lectures, Microsoft adds a new dimension to pre-
add-in from Microsoft that adds sentations with a powerful toolset called Office Mix, a free add-in for PowerPoint. (An
features to PowerPoint. add-in is software that works with an installed app to extend its features.) Using Office
• The Mix tab on the PowerPoint Mix, you can record yourself on video, capture still and moving images on your desk-
ribbon provides tools for creat- top, and insert interactive elements such as quizzes and live webpages directly into
ing screen recordings, videos, PowerPoint slides. When you post the finished presentation to OneDrive, Office Mix
interactive quizzes, and live provides a link you can share with friends and colleagues. Anyone with an Internet
webpages. connection and a web browser can watch a published Office Mix presentation, such as
the one in Figure 10, on a computer or mobile device.
Figure 10: Office Mix presentation
You can view a published

Office Mix presentation in a
browser on any device, even
if PowerPoint is not installed.
Click to continue
to the next slide.
Display a list of
slides with titles.
Adding Office Mix to PowerPoint

Learn to use Office Mix! To get started, you create an Office Mix account at the website mix.office.com using an
email address or a Facebook or Google account. Next, you download and install the Office
Mix add-in (see Figure 11). Office Mix appears as a new tab named Mix on the PowerPoint
ribbon in versions of Office 2013 and Office 2016 running on personal computers (PCs).
Figure 11: Getting started with Office Mix
Download the Office Mix free

add-in from mix.office.com.
Click the Get Office Mix

button to download Office
Mix and install it as a tab
on the PowerPoint ribbon.
Capturing Video Clips
A clip is a short segment of audio, such as music, or video. After finishing the content
on a PowerPoint slide, you can use Office Mix to add a video clip to animate or illus- On the Job Now
trate the content. Office Mix creates video clips in two ways: by recording live action Companies are using Office Mix to
on a webcam and by capturing screen images and movements. If your computer has a train employees about new prod-
webcam, you can record yourself and annotate the slide to create a slide recording as ucts, to explain benefit packages
shown in Figure 12. to new workers, and to educate
interns about office procedures.
Figure 12: Making a slide recording
Record your Use the Slide Notes

voice; also button to display
record video if notes for your
For best results,
your computer narration.
look directly at
has a camera.
your webcam
while recording
video.
Choose a video
and audio device
Use inking tools to write to record images
and draw on the slide as and sound.
you record.
When you are making a slide recording, you can record your spoken narration at
the same time. The Slide Notes feature works like a teleprompter to help you focus
on your presentation content instead of memorizing your narration. Use the Inking On the Job Now
tools to make annotations or add highlighting using different pen types and colors.
To make your video recordings
After finishing a recording, edit the video in PowerPoint to trim the length or set
accessible to people with hearing
playback options. impairments, use the Office Mix
The second way to create a video is to capture on-screen images and actions with or closed-captioning tools. You can
without a voiceover. This method is ideal if you want to show how to use your favorite also use closed captions to sup-
website or demonstrate an app such as OneNote. To share your screen with an audi- plement audio that is difficult to
ence, select the part of the screen you want to show in the video. Office Mix captures understand and to provide an aid
for those learning to read.
everything that happens in that area to create a screen recording, as shown in Figure 13.
Office Mix inserts the screen recording as a video in the slide.
Figure 13: Making a screen recording
Record the action on

the screen within the
red dashed outline.
Record audio while
capturing your
on-screen actions.
Select Area
button
Inserting Quizzes, Live Webpages, and Apps
To enhance and assess audience understanding, make your slides interactive by
adding quizzes, live webpages, and apps. Quizzes give immediate feedback to the
user as shown in Figure 14. Office Mix supports several quiz formats, including a
free-response quiz similar to a short answer quiz, and true/false, multiple-choice,
and multiple-response formats.
Figure 14: Creating an interactive quiz
Mix tab on the

Quizzes Videos PowerPoint
Apps button ribbon
Green checkmark
identifies the
correct answer
Randomly shuffle
quiz responses
Sharing an Office Mix Presentation

When you complete your work with Office Mix, upload the presentation to your per-
sonal Office Mix dashboard as shown in Figure 15. Users of PCs, Macs, iOS devices,
and Android devices can access and play Office Mix presentations. The Office Mix
dashboard displays built-in analytics that include the quiz results and how much time
viewers spent on each slide. You can play completed Office Mix presentations online or
download them as movies.
Figure 15: Sharing an Office Mix presentation
Office Mix dashboard

displays the quiz analytics.
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