Learning Microsoft Excel 365, 2022

Module 1: Excel 365, 2022 Basics

Module 2: Excel 365, 2022 Advanced Exercises

The tutorials can be used onscreen next to the software package, from a tablet or printed. Assignments are provided at the end of each chapter and the multi-user version provides projects at the end of each module.

Support files that provide all the images and data required to complete the activities are included with the product.

Module 1

Introduces entering labels, values and formulas, formatting cells and worksheets, copying cell data, using Flash Fill, creating different types of charts such as Pie, Column, Line, Bar, Sparkline and Map charts, applying Quick Analysis and using the drawing tools.

Module 2

Covers IF statements, HLookup and XLookup functions, creating Sales Invoices, creating Payroll/Payslip systems, using Macros and Buttons, financial and date calculations, creating Pivot Tables and Pivot Charts, using table filters and timelines, applying Conditional Formatting, and using AutoFormat, Styles and Save options.

Module 1 Chapter Descriptions

Chapter 1: Introduction to Microsoft Excel

This chapter introduces:

• the components of the Excel screen.

• moving around the spreadsheet.

• entering labels and values.

• entering formulas.

• saving and printing.

Chapter 2: Formatting Cells

This chapter introduces the basics of formatting the content of cells:
It includes:

• formatting single cells and groups of cells.

• formatting values to currency and per cent.

• adjusting column widths and row heights.

• using the format cells dialogue box.

• approaches for creating spreadsheets.

• using borders.

• wrap text.

Chapter 3: Further Formatting

This chapter demonstrates some more detailed cell formatting techniques,
such as:

• using the Format Painter tool.

• setting borders.

• drawing and erasing borders.

• border styles.

• setting cell shading.

• setting text colour.

• centring across selection.

• text wrapping within cells.

• printing formulas.

Chapter 4: Copying Cell Data

This chapter demonstrates the many cell duplicating commands that Excel provides. It includes:

• Fill Right, Fill Down and Fill Series.

• AutoFill and AutoFill options.

• Absolute and Relative references.

• the AutoSum command.

• using Flash Fill.

• application of the copy commands.

Chapter 5: Rearranging Data

This chapter demonstrates how to manage larger spreadsheets and rearrange data within them. It includes:

• inserting rows and columns.

• editing cells contents.

• sorting labels and values.

Chapter 6: Using Worksheets

This chapter demonstrates how to manage spreadsheet files using worksheets. It includes:

• copying data between worksheets.

• duplicating a worksheet.

• moving worksheets.

• deleting worksheets.

• setting tab colours.

• creating worksheets for Equation Dumps.

Chapter 7: Displaying Data in Charts

This chapter introduces simple chart creation techniques. It includes:

• setting the chart type.

• setting chart layouts.

• setting chart location.

• modifying charts.

• using the Chart tools.

• changing the chart type.

• exploding pie slices.

• printing charts.

• deleting charts.

Chapter 8: More Detailed Charts

This chapter demonstrates the more detailed chart techniques, such as:

• creating column, bar, line and combo charts.

• plotting multiple column data.

• changing axis scales.

• formatting columns, axes and walls.

• plotting charts in their own worksheet.

• comparison charts.

• custom charts.

Chapter 9: Sparkline Charts and Quick Analysis

This chapter demonstrates the more detailed chart
techniques, such as:

• inserting sparklines on selected cells.

• formatting sparklines.

• sparkline option.

• setting the sparkline type (Line, Column or Win/Loss).

• autofilling sparklines.

• altering sparkline data.

• creating Map Charts.

• applying Quick Analysis tools.

Chapter 10: The Drawing Tools

This chapter demonstrates some of the Drawing Tools that can be used to
enhance a spreadsheet's appearance. It includes:

• shading cells.

• importing graphics from clip art, stock or online.

• using shape tools.

• adding text to shapes.

• setting graphics properties

• using WordArt.

• using fill effects.

• using the Draw tab.

Module 1 Project

The multi-user version provides a project for students to apply their spreadsheet skills:. It involves creating a payroll for the EasyTune Car Care company.

Module 2 Chapter Descriptions

Chapter 11: Making Predictions With Excel

This chapter covers how to use formulas to predict outcomes.
It involves:

• predicting the income for a motel.

• using manual prediction methods.

• using the Goal Seek command.

Chapter 12: Making Decisions With Excel

This chapter introduces the IF command which allows Excel to make decisions. It includes:

• simple IF statements.

• using greater than, less than.

• using greater than or equal to.

• using AND and OR in IF statements.

• Conditional formatting.

Chapter 13: Lookup Commands

This chapter uses for the Lookup command. It includes:

• the structure of the Lookup command.

• looking up a interest rate table.

• creating an income tax calculation.

• calculating real estate commissions.

Chapter 14: Creating Sales Invoices

This chapter combines the use of IF and Lookup commands
to produce sales invoices. It includes:

• formatting an invoice.

• naming cells.

• looking up stock values from a table.

• The difference between the HLookup and XLookup functions is demonstrated.

• using IF statements to ensure calculations are only carried out when values are entered.

• turning zero values off.

• creating a master invoice.

• setting print areas.

Chapter 15: Sharing Data Between Files

This chapter demonstrates how to link files so that it data is changed in one file other linked files are updated. It includes:

• naming cells.

• linking an Office file to 3 Department files.

• editing cell contents.

• looking at all 4 files at once.

Chapter 16: Using Macros and Buttons

This chapter demonstrates how to create macros and use buttons to run them. It includes:

• recording macros.

• assigning shapes to run macros.

• editing and deleting macros.

• button properties.

• looking at the macro steps.

• deleting macros.

Chapter 17: Payroll Systems

This chapter how to create a payroll linked to payslips.
It involves:

• completing a payroll worksheet.

• linking a payslip worksheet to the payroll.

• naming sections of a worksheet.

• using the XLookup function to link worksheet data.

• setting macros and buttons to automate the payslip production.

Chapter 18: Financial Applications

This chapter demonstrates some examples of financial applications that spreadsheets can be used for, such as:

• an electronic cheque book.

• a home loan simulator including the PVT function.

• compound interest calculations.

Chapter 19: Date Calculations

This chapter demonstrates some of the some of the calculations that can done on date values. It includes:

• a library overdues system.

• extended IF formulas.

• using the XLookup function to import data from a book list.

• creating a debt collection system.

Chapter 20: Pivot Tables

This chapter demonstrates how to summarise spreadsheet data in Pivot Tables. It includes:

• selecting the table data.

• creating a Pivot Table in a separate shee.t

• formatting the Pivot Table.

• editing the Pivot Table.

• adding extra fields.

• adjusting fields in the table.

• changing the calculation.

• creating Pivot Charts.

• using Filters and Timelines.

Chapter 21: Useful Tools

This chapter demonstrates some useful tools that students can use when creating spreadsheets. It includes:

• save options.

• conditional Formatting.

• style and tables formats.

• custom styles.

• changing styles.

• spell checking.

• turning on Touch Mode.

• using Templates.

Module 2 Project

The multi-user version provides a project for students to apply their spreadsheet skills. Students are required to create an invoice/stock list system for Quantum Electronics (a stereo systems manufacturer).