Description: Students will learn how to use multiple worksheets and workbooks efficiently, and they will start working with more advanced formatting options including styles, themes, backgrounds, and watermarks. They will also learn how to create outlines and subtotals, how to create and apply cell names, and how to work with lists and tables. Students will save workbooks as Web pages, insert and edit hyperlinks, and save a workbook as a PDF file. This course also covers advanced charting techniques, worksheet auditing and protection, file sharing and merging, and workbook templates.
Days: 1
Prerequisites: Excel 2007: Basic or equivalent experience
Unit 1: Using multiple worksheets and workbooks
Topic A: Using multiple workbooks
· Switching between workbooks
· Copying a worksheet to another workbook
Topic B: Linking worksheets with 3-D formulas
· Creating 3-D formulas
· Adding a Watch window
Topic C: Linking workbooks
· Examining external links in a worksheet
· Creating external links in a worksheet
· Editing links
Topic D: Managing workbooks
· Creating a workspace
Unit 2: Advanced formatting
Topic A: Using special number formats
· Applying special formats
· Controlling the display of zero values
· Creating custom formats
Topic B: Using functions to format text
· Using PROPER, UPPER, and LOWER
· Using SUBSTITUTE
Topic C: Working with styles
· Creating and applying styles
· Modifying styles
Topic D: Working with themes
· Changing to a different theme
· Saving new colors and themes
Topic E: Other advanced formatting
· Merging cells
· Changing the orientation of text in a cell
· Splitting cells
· Transposing data during a paste
· Adding and deleting backgrounds
· Adding a watermark
Unit 3: Outlining and subtotals
Topic A: Outlining and consolidating data
· Creating an outline
· Using the Consolidate command
Topic B: Creating subtotals
· Creating subtotals in a list
· Using multiple subtotal functions
Unit 4: Cell and range names
Topic A: Creating and using names
· Naming and selecting ranges
· Using names in formulas
· Using the Create from Selection command
· Applying names to existing formulas
Topic B: Managing names
· Modifying and deleting named ranges
· Defining and applying 3-D names
Unit 5: Lists and tables
Topic A: Examining lists
· Examining the structure of a list
Topic B: Sorting and filtering lists
· Sorting a list
· Filtering a list by using AutoFilter
· Using cell color and attributes to sort and filter data
Topic C: Advanced filtering
· Using Custom AutoFilter criteria
· Using the Advanced Filter dialog box
· Copying filtered results to another range
Topic D: Working with tables
· Creating a table
· Formatting a table
· Adding and deleting rows and columns
· Applying structured referencing
· Naming tables
· Creating functions with [#This row]
Unit 6: Web and Internet features
Topic A: Saving workbooks as Web pages
· Making Web commands available
· Saving a workbook as a Web page
· Using the Publish as Web Page dialog box
Topic B: Using hyperlinks
· Inserting and editing hyperlinks
Topic C: Distributing workbooks
· Saving a workbook as a PDF file
· Using e-mail to share a workbook
Unit 7: Advanced charting
Topic A: Chart formatting options
· Adjusting the scale of a chart
· Formatting a data point
Topic B: Combination charts
· Creating a combination chart
· Creating a trendline
Topic C: Graphic elements
· Adding graphic elements
· Formatting a graphic element
· Adding a picture to a worksheet
Unit 8: Documenting and auditing
Topic A: Auditing features
· Tracing precedent and dependent cells
· Tracing errors
Topic B: Comments in cells and workbooks
· Viewing comments in a worksheet
· Adding a comment to a cell
· Adding comments to a workbook
Topic C: Protection
· Password-protecting a worksheet
· Protecting part of a worksheet by unlocking cells
· Restricting permissions to a workbook
· Discussing digital signatures
Topic D: Workgroup collaboration
· Sharing a workbook
· Merging workbooks
· Tracking changes in a workbook
· Using the Document Inspector
· Marking a workbook as final
Unit 9: Templates and settings
Topic A: Application settings
· Exploring application settings
Topic B: Built-in templates
· Using a downloaded template
Topic C: Creating and managing templates
· Creating a template
· Modifying a template
· Specifying an alternate template location