E x c e l Excel 2013 2 0 1 Intermediate 3 I n t e r m e d i a t e SAMPLE Excel 2013 Intermediate Page 2 © 2013 Cheltenham Courseware Pty. Ltd. All trademarks acknowledged. E&OE. No part of this document may be copied without written permission from Cheltenham Courseware unless produced under the terms of a courseware site license agreement with Cheltenham Courseware. All reasonable precautions have been taken in the preparation of this document, including both technical and non- technical proofing. Cheltenham Courseware and all staff assume no responsibility for any errors or omissions. No warranties are made, expressed or implied with regard to these notes. Cheltenham Courseware shall not be responsible for any direct, incidental or consequential damages arising from the use of any material contained in this document. If you find any errors in these training modules, please inform Cheltenham Courseware. 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Ltd. www.cheltenhamcourseware.com.au Excel 2013 Intermediate Page 3 TUTOR SETUP INFORMATION.....................................................................................................................6 SAMPLE FILES FOR THIS COURSE............................................................................................................7 EXCEL 2013 SETUP AND VIEWING OPTIONS...........................................................................................8 WORKSHEET MARGINS.............................................................................................................................................8 WORKSHEET ORIENTATION......................................................................................................................................9 WORKSHEET PAGE SIZE.........................................................................................................................................10 HEADERS AND FOOTERS........................................................................................................................................12 HEADER AND FOOTER FIELDS.................................................................................................................................13 VIEWING WORKBOOKS SIDE BY SIDE......................................................................................................................15 ZOOMING THE VIEW................................................................................................................................................16 EXCEL 2013 FUNCTIONS AND FORMULAS..............................................................................................18 GETTING HELP WITH FUNCTIONS...........................................................................................................................18 NESTED FUNCTIONS...............................................................................................................................................21 CONSOLIDATING DATA USING A 3-D REFERENCE SUM FUNCTION.........................................................................24 MIXED REFERENCES WITHIN FORMULAS................................................................................................................26 EXCEL 2013 TIME & DATE FUNCTIONS....................................................................................................29 INSERTING THE CURRENT TIME AND DATE..............................................................................................................29 TODAY FUNCTION.................................................................................................................................................29 NOW FUNCTION.....................................................................................................................................................31 DAY FUNCTION......................................................................................................................................................33 MONTH FUNCTION................................................................................................................................................35 YEAR FUNCTION....................................................................................................................................................38 EXCEL 2013 MATHEMATICAL FUNCTIONS..............................................................................................42 ROUND FUNCTION................................................................................................................................................42 ROUNDDOWN FUNCTION...................................................................................................................................44 ROUNDUP FUNCTION..........................................................................................................................................47 EXCEL 2013 LOGICAL FUNCTIONS...........................................................................................................50 IF FUNCTION...........................................................................................................................................................50 AND FUNCTION......................................................................................................................................................53 SOR FUNCTIONA...............................M........................................P...............................L...........................E.......................54 EXCEL 2013 MATHEMATICAL FUNCTIONS..............................................................................................56 SUMIF FUNCTION..................................................................................................................................................56 EXCEL 2013 STATISTICAL FUNCTIONS....................................................................................................59 COUNT FUNCTION................................................................................................................................................59 COUNTA FUNCTION..............................................................................................................................................62 COUNTIF FUNCTION.............................................................................................................................................66 COUNTBLANK FUNCTION...................................................................................................................................69 RANK FUNCTION...................................................................................................................................................72 EXCEL 2013 TEXT FUNCTIONS..................................................................................................................81 LEFT FUNCTION.....................................................................................................................................................81 RIGHT FUNCTION..................................................................................................................................................84 MID FUNCTION.......................................................................................................................................................88 TRIM FUNCTION.....................................................................................................................................................92 FOR USE AT THE LICENSED SITE(S) ONLY 2013 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Excel 2013 Intermediate Page 4 CONCATENATE FUNCTION................................................................................................................................96 EXCEL 2013 FINANCIAL FUNCTIONS........................................................................................................99 FV FUNCTION.........................................................................................................................................................99 PV FUNCTION.......................................................................................................................................................102 NPV FUNCTION....................................................................................................................................................105 RATE FUNCTION..................................................................................................................................................109 PMT FUNCTION....................................................................................................................................................113 EXCEL 2013 LOOKUP FUNCTIONS..........................................................................................................116 VLOOKUP FUNCTION.........................................................................................................................................116 HLOOKUP FUNCTION.........................................................................................................................................120 EXCEL 2013 DATABASE FUNCTIONS.....................................................................................................124 DSUM FUNCTION.................................................................................................................................................124 DMIN FUNCTION..................................................................................................................................................127 DMAX FUNCTION.................................................................................................................................................130 DCOUNT FUNCTION...........................................................................................................................................133 DAVERAGE FUNCTION......................................................................................................................................136 EXCEL 2013 NAMED RANGES..................................................................................................................141 NAMING CELL RANGES..........................................................................................................................................141 REMOVING A NAMED RANGE.................................................................................................................................144 NAMED CELL RANGES AND FUNCTIONS................................................................................................................145 EXCEL 2013 CELL AND RANGE FORMATTING.....................................................................................149 APPLYING STYLES TO A RANGE............................................................................................................................149 CONDITIONAL FORMATTING..................................................................................................................................151 CUSTOM NUMBER FORMATS.................................................................................................................................154 ADVANCED WORKSHEET MANIPULATION WITHIN EXCEL 2013.......................................................159 COPYING OR MOVING WORKSHEETS BETWEEN WORKBOOKS.............................................................................159 SPLITTING THE WINDOW VIEW..............................................................................................................................162 HIDING ROWS........................................................................................................................................................164 HIDING COLUMNS..................................................................................................................................................166 HIDING WORKSHEETS...........................................................................................................................................169 SUN-HIDING ROAWS...........................M........................................P...............................L...........................E.....................169 UN-HIDING COLUMNS............................................................................................................................................171 UN-HIDING WORKSHEETS.....................................................................................................................................173 EXCEL 2013 TEMPLATES..........................................................................................................................175 USING TEMPLATES................................................................................................................................................175 CREATING AN EXCEL 2013 PERSONAL TEMPLATE..............................................................................................177 EDITING AN EXCEL 2013 PERSONAL TEMPLATE..................................................................................................184 DELETING AN EXCEL 2013 PERSONAL TEMPLATE...............................................................................................185 PASTE SPECIAL OPTIONS WITHIN EXCEL 2013...................................................................................187 USING PASTE SPECIAL TO ADD RANGES..............................................................................................................187 USING PASTE SPECIAL TO SUBTRACT RANGES...................................................................................................189 USING PASTE SPECIAL TO MULTIPLY RANGES.....................................................................................................191 USING PASTE SPECIAL TO DIVIDE RANGES..........................................................................................................193 USING PASTE SPECIAL ‘VALUES’..........................................................................................................................195 USING PASTE SPECIAL TRANSPOSE OPTION.......................................................................................................199 FOR USE AT THE LICENSED SITE(S) ONLY 2013 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Excel 2013 Intermediate Page 5 PROOFING AND PRINTING.......................................................................................................................202 SPELL CHECKING..................................................................................................................................................202 PREVIEWING A WORKSHEET.................................................................................................................................202 VISUALLY CHECKING YOUR CALCULATIONS..........................................................................................................203 SCALING YOUR WORKSHEET TO FIT A PAGE(S)....................................................................................................203 DISPLAYING GRIDLINES WHEN PRINTING..............................................................................................................206 PRINTING TITLES ON EVERY PAGE WHEN PRINTING.............................................................................................208 PRINTING THE EXCEL ROW AND COLUMN HEADINGS...........................................................................................213 TO VIEW PRINTING OPTIONS.................................................................................................................................213 SETTING THE NUMBER OF COPIES TO PRINT........................................................................................................214 SELECTING A PRINTER..........................................................................................................................................215 SELECTING INDIVIDUAL WORKSHEETS OR THE ENTIRE WORKBOOK....................................................................216 SELECTING WHICH PAGES TO PRINT....................................................................................................................217 SINGLE OR DOUBLE SIDED PRINTING....................................................................................................................217 COLLATION OPTIONS............................................................................................................................................218 PAGE ORIENTATION..............................................................................................................................................219 PAPER SIZE...........................................................................................................................................................220 MARGINS...............................................................................................................................................................221 SCALING................................................................................................................................................................223 PRINTING..............................................................................................................................................................225 SAMPLE FOR USE AT THE LICENSED SITE(S) ONLY 2013 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Excel 2013 Intermediate Page 6 Tutor Setup Information Copy the sample files folder, Excel 2013 Intermediate to the Documents folder on the PC. At the end of the course, remove all files modified or created during the course, prior to re-running the course. At the end of the course, reset all program and operating system defaults that may have been modified during the course, prior to re-running the course. SAMPLE FOR USE AT THE LICENSED SITE(S) ONLY 2013 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Excel 2013 Intermediate Page 7 Sample files for this Course During this course you will need to open samples files. These are stored under the Documents folder in a sub-folder called: Excel 2013 Intermediate. If you create any new files, unless otherwise instructed, you should also save the files in this folder. SAMPLE FOR USE AT THE LICENSED SITE(S) ONLY 2013 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Excel 2013 Intermediate Page 8 Excel 2013 Setup and Viewing Options Worksheet margins Open a workbook called Print setup. NOTE: The sample files for this course are stored in a folder called Excel 2013 Intermediate under the Documents folder. Click on the Page Layout tab, and from within the Page Setup group, click on the Margins icon. This will display a drop down from which you can select Normal, Wide or Narrow. SAMPLE Clicking on the Custom Margins command displays the Margins tab within the Page Setup dialog box. You can use this dialog box to set custom top, bottom, left and right margins. FOR USE AT THE LICENSED SITE(S) ONLY 2013 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Excel 2013 Intermediate Page 9 TIP: You can also use this dialog box to set Header and Footer values, as well as options to center the table on the page vertically and/or horizontally. Experiment with setting margins. TIP: Be sure not to make the margin size too small or you may have problems printing the worksheet. SAMPLE Worksheet orientation Click on the Page Layout tab, and from within the Page Setup group, click on the Orientation icon. FOR USE AT THE LICENSED SITE(S) ONLY 2013 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Excel 2013 Intermediate Page 10 You can select either Portrait or Landscape orientation, as illustrated. Try setting the orientation to Landscape. To see the effect in Print Preview mode, press the Ctrl+F2 keyboard shortcut. SAMPLE To return to the normal view, press the Esc key. Before continuing reset the orientation back to Portrait. Worksheet page size Click on the Page Layout tab, and from within the Page Setup group, click on the Size icon. FOR USE AT THE LICENSED SITE(S) ONLY 2013 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au
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