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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. Whilst every effort is made to eradicate typing or technical mistakes, we apologize for any errors you may detect. All courses are updated on a regular basis, so your feedback is both valued by us and will help us to maintain the highest possible standards. Sample versions of courseware from Cheltenham Courseware: (Normally supplied in Adobe Acrobat format): If the version of courseware that you are viewing is marked as NOT FOR TRAINING, SAMPLE, or similar, then it cannot be used as part of a training course, and is made available purely for content and style review. This is to give you the opportunity to preview our courseware, prior to making a purchasing decision. Sample versions may not be re-sold to a third party. For current license information: This document may only be used under the terms of the license agreement from Cheltenham Courseware. Cheltenham Courseware reserves the right to alter the licensing conditions at any time, without prior notice. Please see the site license agreement available at: www.cheltenhamcourseware.com.au/agreement Contact Information Australia / Asia Pacific / Europe (ex. UK / Ireland) / Rest of the World Email: [email protected] Web: www.cheltenhamcourseware.com.au USA / Canada Email: [email protected] Web: www.cheltenhamcourseware.com UK / Ireland Email: [email protected] Web: www.cctglobal.com SAMPLE FOR USE AT THE LICENSED SITE(S) ONLY  2013 Cheltenham Courseware Pty. 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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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
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