Course Outline

Microsoft Excel 2007 - Level 3

This class is designed for the experienced Excel user. Participants will learn conditional formatting and data validation techniques and functions and will learn how to protect the data and structure of worksheets and workbooks. The class covers exporting data from Excel to Word, using PivotTables, and the fundamentals of creating and using Macros. The class covers macro security issues, and teaches participants to configure Excel for working safely with macros. 6 Hours

Customizing Excel

·         Understanding Excel Options

·         Navigating through the Options categories

·         Customizing the Quick Access Toolbar

·         Showing Mini Toolbars and Screen Tips

·         Enabling Live Preview

Conditional Formatting

·         Add a Conditional Format Rule

·         Conditional Formatting with Format Styles

·         Selecting Cells with Conditional Formatting

·         Change or Remove a Conditional Format Rule

·         Rules Manager

·         Edit Formatting

·         Copy Conditional Formatting Rules to other Cells

·         Apply Conditional Formats Using the Rules Galleries

Data Validation

·         Designate Valid Cell Entries

·         Ways to Validate Data

·         Set up Input Messages and Error Alerts

·         Finding Cells with Data Validation Rules

·         Finding Cells with Data Validation Rule Violations

·         Removing Data Validation Rules from Your Worksheet

Custom Date and Number Formatting

·         Using the Preset Number Format Categories

·         Currency Format vs. Accounting Format

·         Custom and Special Number Formats

·         Formatting Dates and Times

Protecting Worksheets

·         Unlocking Cells in Your Worksheet

·         Adding Protection to Your Worksheet

·         Enter Data into a Protected Worksheet

Protecting Workbooks

·         Protecting Workbook Structure and Windows

·         Controlling Workbook Access with Passwords

Moving and Copying Sheets

Exporting Data from Excel to Word

·         Using Smart Tag and Paste Special options

·         Using the Paste Link Option

·         Edit an Excel Object in Word

Creating PivotTable Reports

·         Understanding problems That PivotTables Solve

·         Source Data Considerations

·         Creating a PivotTable Using Excel Defaults

·         Changing Field Positions and Adding Fields

·         Creating calculated fields

·         Formatting PivotTables

·         Grouping text and dates

·         Using Filters

·         Showing and Hiding Detail

·         Sorting a PivotTable

·         Analyzing Data Subsets Using Drill-Down

·         Analyzing Data Subsets Using Report Filter Pages

Working with Macros

·         Understanding Macro security

·         Recording Macros

·         Running Macros

·         Making changes to Macros

·         Viewing and editing Macros with the VB Editor

·         Using the Personal Macro Workbook

 

Prerequisites:  Microsoft Excel Level 2 or equivalent experience.
Revised 3/16/2008
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