Instructor Guide.docx - Excel 2016 Essentials Instructor Guide Corporate Training Materials Page 1 TABLE OF CONTENTS Preface.6 What is Courseware.6 How

Instructor Guide.docx - Excel 2016 Essentials Instructor...

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Excel 2016 Essentials Page 1 Instructor Guide Corporate Training Materials
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T ABLE OF C ONTENTS Preface ................................................................................................................................................... 6 What is Courseware? .............................................................................................................................. 6 How Do I Customize My Course? ............................................................................................................. 6 Materials Required ................................................................................................................................. 8 Maximizing Your Training Power ............................................................................................................. 8 Module One: Getting Started ............................................................................................................... 10 Housekeeping Items .............................................................................................................................. 10 The Parking Lot ..................................................................................................................................... 11 Workshop Objectives ............................................................................................................................ 11 Action Plans and Evaluation Forms ....................................................................................................... 12 Module Two: Create and Manage Worksheets and Workbooks ........................................................... 13 Create Worksheets and Workbooks ...................................................................................................... 13 Create a Workbook ............................................................................................................................ 13 Open a Comma Separated Values File ............................................................................................... 14 Add a Worksheet to An Existing Workbook ....................................................................................... 16 Navigate in Workbooks and Worksheets .............................................................................................. 17 Search for Data .................................................................................................................................. 17 Navigate to a Named Cell ................................................................................................................... 19 Insert and Remove Hyperlinks ........................................................................................................... 20 Hide or Unhide Columns and Rows .................................................................................................... 22 Hide or Unhide Sheets ....................................................................................................................... 24 Modify Worksheets ............................................................................................................................... 26 Insert and Delete Table Rows and Columns ....................................................................................... 26 Adjust Row Height and Column Width .............................................................................................. 28 Insert Headers and Footers ................................................................................................................ 29 Page 1
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Change Worksheet Tab Color ............................................................................................................. 31 Rename Worksheet ........................................................................................................................... 32 Format Workbooks ............................................................................................................................... 34 Copy and Move Worksheets .............................................................................................................. 34 Modify Page Setup ............................................................................................................................. 36 Change Workbook Themes ................................................................................................................ 37 Customize Options and Views for Worksheets and Workbooks ............................................................. 38 Add a Tool to the Quick Access Toolbar ...................................................................................... 38 Zoom .................................................................................................................................................. 40 Change Workbook Views ................................................................................................................... 41 Change Window Views ...................................................................................................................... 42 Modify Document Properties ............................................................................................................ 43 Show or Hide Formulas ...................................................................................................................... 44 Configure Worksheets and Workbooks for Distribution ........................................................................ 45 Print ................................................................................................................................................. 45 Set a Print Area .................................................................................................................................. 47 Save in Another File Format ............................................................................................................... 49 Repeat Columns or Rows Across Multiple Pages ............................................................................... 51 Inspect a Workbook for Hidden Properties and Personal Information .............................................. 53 Inspect a Workbook for Accessibility Issues ....................................................................................... 55 Inspect a Workbook for Compatibility Issues ..................................................................................... 56 Module Two: Review Questions ............................................................................................................ 58 Module Three: Manage Data Cells and Ranges ..................................................................................... 60 Insert Data in Cells and Ranges ............................................................................................................. 60 Replace Data ...................................................................................................................................... 60 Cut, Copy and Paste Data ................................................................................................................... 62 Paste Data Using Paste Options ......................................................................................................... 64 Fill Cells using Autofill ........................................................................................................................ 66 Insert and Delete Cells ....................................................................................................................... 67 Format Cells and Ranges ....................................................................................................................... 70 Merge Cells ........................................................................................................................................ 70 Page 2
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Align and Indent Cell Contents ........................................................................................................... 72 Wrap Text Within Cells ....................................................................................................................... 73 Apply Number Formats ...................................................................................................................... 74 Apply Cell Formats ............................................................................................................................. 76 Apply Cell Styles ................................................................................................................................. 78 Apply Conditional Formatting ............................................................................................................ 79 Format Cells using the Format Painter ............................................................................................... 81 Summarize and Organize Data ............................................................................................................. 82 Insert Sparklines ................................................................................................................................ 82 Grouping Data .................................................................................................................................... 84 Adding Subtotals ................................................................................................................................ 86 Outline Data ....................................................................................................................................... 88 Viewing Grouped and Outlined Data ................................................................................................. 89 Module Three: Review Questions .......................................................................................................... 92 Module Four: Create Tables .................................................................................................................. 94 Create and Manage Tables ................................................................................................................... 94 Create an Excel Table from a Cell Range ............................................................................................ 94 Add or Remove Table Rows and Columns .......................................................................................... 96 Convert a Table to a Cell Range .......................................................................................................... 97 Manage Table Styles and Options ......................................................................................................... 98 Apply Styles to Tables ........................................................................................................................ 98 Configure Table Style Options .......................................................................................................... 100 Insert Total Rows .............................................................................................................................. 101 Filter and Sort a Table ......................................................................................................................... 102 Filter Records ................................................................................................................................... 102 Clear Filters ...................................................................................................................................... 104 Use a Number Filter or Text Filter .................................................................................................... 105 Change Sort Order ........................................................................................................................... 108 Sort Data by Multiple Columns ........................................................................................................ 110 Remove Duplicate Records .............................................................................................................. 112 Module Four: Review Questions .......................................................................................................... 114 Page 3
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Module Five: Perform Operations with Formulas and Functions ........................................................ 116 Building Formulas ............................................................................................................................... 116 Understand Math Basics of Excel ..................................................................................................... 116 Build a Formula ................................................................................................................................ 118 Edit a Formula .................................................................................................................................. 120 Copy a Formula ................................................................................................................................ 121 Understand Relative vs. Absolute References .................................................................................. 123 Perform Basic Functions ...................................................................................................................... 125 Understand Formulas vs. Functions ................................................................................................. 125 Calculate Using Status Bar ............................................................................................................... 127 Perform Basic Functions .................................................................................................................. 128 AutoComplete a Function ................................................................................................................ 131
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