Excel for Outstanding Job-Seekers Prepared for The Ferndale Career Center By Kevin McLogan [email_address] [email_address] facebook.com/kmclogan linkedin.com/in/kevinmclogan http://tinyurl.com/y9zmw6h
Course Objectives: After you complete this course to will be able to: Create spreadsheets that amaze your friends and strike fear into the hearts of your enemies Analyze data to solve problems Manage and make sense of large amounts of data Perform and understand calculations and determine which functions are appropriate for the task at hand. Format the contents   of a worksheet Create a basic Chart Customize your individual Excel experience to make you even more productive and awesome than you are now!
For this class, I am making the following assumptions, and it is critical that you are honest  That you can copy and paste data  That you can open Excel by using the Start Menu or by opening files  That you know how to identify the active cell That you know how to move from sheet to sheet  That you can fill rows and columns of cells That you have a basic familiarity with Excel 2003 and that this is the version you are using That you understand and use common Windows elements
In order for us to make this an outstanding experience Ask questions if you are not clear on a concept  If you have a problem with a file, let us know so that you can reload it.  I will talk really fast if you let me-slow me down if I get ahead of you. If you need help, please let us know-if you can help, please do. This is a hands-on lesson, so you will learn by doing-you might want to take some notes.
Customize your Toolbar This is the Standard toolbar-but you’re not standard, so why should your toolbar be?   This is what my toolbar looks like-and so can yours!
This is a way to customize your toolbar with every command on the menu plus a few others. By putting the commands you use most often on your toolbar you will be more productive Right click the toolbar at any place, and you will get this dialogue box.
How many sheets do you need?
Relative references      Relative references     A relative cell reference in a formula, such as A1, is based on the relative position of the cell that contains the formula and the cell the reference refers to. If the position of the cell that contains the formula changes, the reference is changed. If you copy the formula across rows or down columns, the reference automatically adjusts. By default, new formulas use relative references. For example, if you copy a relative reference in cell B2 to cell B3, it automatically adjusts from =A1 to =A2.
Absolute references Absolute references     An absolute cell reference in a formula, such as $A$1, always refers to a cell in a specific location. If the position of the cell that contains the formula changes, the absolute reference remains the same. If you copy the formula across rows or down columns, the absolute reference does not adjust. By default, new formulas use relative references, and you need to switch them to absolute references. For example, if you copy a absolute reference in cell B2 to cell B3, it stays the same in both cells =$A$1.
Insert a function
How to make functions work for you Use function box or create your own using operators (+, -, /, *) Start with “=” sign Edit formula in cell or in the formula bar Copy a formula-if it refers to another cell, then it will move its reference point (we noticed that in our last example) Let's create some of our own formulas!
Popular functions SUM AVERAGE IF COUNT COUNTNUMS MAX &MIN CONCATENATE AND MID SUMIF VLOOKUP RANK COUNTIF &COUNTA Open  Sum  file
=SUM FUNCTION THE FOLLOWING FUNCTIONS WORK EXACTLY LIKE THE SUM FUNCTION: AVERAGE  COUNT MAX MIN COUNTA
=SUMIF
Text Functions =MID: takes part of a text string apart =CONCATENATE: puts several strings of text into one text string
PROPER This is pretty cool! (But it doesn’t work on me)
CONCATENATE Combines text strings from multiple cells.
TEXT to COLUMNS When you have multiple items in the cells of a column and you need to separate them out.
TEXT to COLUMNS DELIMITED  allows you to choose which mark will cause the separation
TEXT to COLUMNS FIXED WIDTH allows you to choose a point at which the data will be separated.
=IF This can be the most complicated of all functions! It is definitely the most abused! Think about it as “IF condition A occurs, this is the result, IF not, then this is the result.” There can be multiple conditions, but that’s where we can run into trouble.
MORE IF
Formula Lesson Open the worksheet titled “ formula lesson ” What is the total sales number for January? How much did each sales Associate sell in January? How do I know that I added up all of the sales figures? What day of the month had the most sales? The least sales? In order to make it worthwhile for me to keep a sales person working, they need to generate $6500 in sales per quarter-these sales are evaluated at the end of the quarter. Keep this in mind as we move forward. Work through each month of the first quarter and then we will total it up in the last sheet.
LOOKUP FUNCTIONS =VLOOKUP and =HLOOKUP are very useful  They look up the value in the first column of the table and returns the corresponding value in the table column (VLOOKUP) or row (HLOOKUP)
SUBTOTAL FUNCTION Returns a subtotal in a list or database. It is generally easier to create a list with subtotals using the Subtotals command (Data menu). Once the subtotal list is created, you can modify it by editing the SUBTOTAL function. 1 AVERAGE  6  PRODUCT 2 COUNT  7  STDEV 3 COUNTA  8  STDEVP 4 MAX  9  SUM 5 MIN  10 VAR 11 VARP
Sum it up, and more Quick: What's the sum of the selected numbers in the picture? Even if you're very fast at doing math in your head, Excel can probably get the answer before you do. What's the total of the selected numbers?
And the total is All you have to do is...wait, the total is already in the status bar at the bottom of the window:  Sum=$235.35 . As you select the numbers, Excel automatically adds them up and displays the total in the status bar.
Sorting The standard configuration on the toolbar is unsuitable! Change it or use the menu item: Data=>Sort Open Big Sort file for the exercise.
Sort Dialogue box
Filters Another Concept is that of filters There are two kinds of filters we will use today Auto Filter: creates a drop-down menu with choices Advanced Filter: Helps to identify unique items in a long list. Open  AutoFilter Names  file and we will work on some examples
Naming ranges Why is this important: Names make your formulas more understandable and easier to use, especially for others. A descriptive name is easier to remember than a range of cells Makes it easier to move around in the spreadsheet. Easy to verify-the names appear in the name box.
Define Name Box
Checking your work Tracing errors: when you get a message like: ####, #DIV/0!, #REF!,  #NULL!1, #VALUE!,  #NAME?, #NUM!,  #N/A Something went wrong! Open the  Fix and trace errors  file
#####  column is too narrow to display the value, or you might have used a negative number for a date or time. #DIV/0!  You attempted to divide by zero. What were you thinking? #NAME?  Excel does not recognize the text in the cell. A name or function have been misspelled or used a name that does not exist. Text in not marked properly. #NUM!  The formula contains an invalid numeric value or a number that is too large or too small for Excel to handle. #REF!  The formula uses an invalid cell reference. #VALUE!  The wrong type of argument is used in the formula.
Tracing Precedents and dependants
Drop-down menus in cells You can limit the options for data entry with a drop-down menu in each cell. This keeps the entries consistent and limits errors due to spelling, or other inconsistencies. Let’s try it!
Formatting If your spreadsheet looks good, so do you!
Number Formatting Open the  Format Numbers  File
Alignment of the cells
Font adjustments
Borders
Patterns
Auto Format
Conditional Formatting Open  Conditional Formatting  file. If a cell’s value results in a certain condition, the format can be changed according to your preference.
Charting for better effect Open the  Chart Examples file Charts and graphs are important because they bring  visualization to data. This is an important key to gaining understanding from your message.
OTHER STUFF THAT ISN’T AS EASY TO CATEGORIZE Tabs at the bottom.  Name one “History”-I dare ya! Freezing panes Looking at more than one workbook at a time Links to other workbooks
Inserting fancy stuff into your spreadsheet Hyperlinks Open the  more resources  file to see how this is inserted.
More stuff to add Pictures  Clip Art Diagrams Organizational charts
Stuff that is a little quirky in Excel Printing: it takes some adjustments: page breaks, page break views Always start from scratch in Page Setup Copy the entire sheet by clicking the corner piece on the top left. This way you can get all the formats and row heights and column widths.
Be careful of linking inadvertently to other file that may not be present.  Other miscellany Newer version of Excel may generate files with .xlsx file extension
I leave you with this: SAVE YOUR WORK! Thank you for participating, happy spread sheeting!

Excel intermediate

  • 1.
    Excel for OutstandingJob-Seekers Prepared for The Ferndale Career Center By Kevin McLogan [email_address] [email_address] facebook.com/kmclogan linkedin.com/in/kevinmclogan http://tinyurl.com/y9zmw6h
  • 2.
    Course Objectives: Afteryou complete this course to will be able to: Create spreadsheets that amaze your friends and strike fear into the hearts of your enemies Analyze data to solve problems Manage and make sense of large amounts of data Perform and understand calculations and determine which functions are appropriate for the task at hand. Format the contents of a worksheet Create a basic Chart Customize your individual Excel experience to make you even more productive and awesome than you are now!
  • 3.
    For this class,I am making the following assumptions, and it is critical that you are honest That you can copy and paste data That you can open Excel by using the Start Menu or by opening files That you know how to identify the active cell That you know how to move from sheet to sheet That you can fill rows and columns of cells That you have a basic familiarity with Excel 2003 and that this is the version you are using That you understand and use common Windows elements
  • 4.
    In order forus to make this an outstanding experience Ask questions if you are not clear on a concept If you have a problem with a file, let us know so that you can reload it. I will talk really fast if you let me-slow me down if I get ahead of you. If you need help, please let us know-if you can help, please do. This is a hands-on lesson, so you will learn by doing-you might want to take some notes.
  • 5.
    Customize your ToolbarThis is the Standard toolbar-but you’re not standard, so why should your toolbar be? This is what my toolbar looks like-and so can yours!
  • 6.
    This is away to customize your toolbar with every command on the menu plus a few others. By putting the commands you use most often on your toolbar you will be more productive Right click the toolbar at any place, and you will get this dialogue box.
  • 7.
    How many sheetsdo you need?
  • 8.
    Relative references     Relative references     A relative cell reference in a formula, such as A1, is based on the relative position of the cell that contains the formula and the cell the reference refers to. If the position of the cell that contains the formula changes, the reference is changed. If you copy the formula across rows or down columns, the reference automatically adjusts. By default, new formulas use relative references. For example, if you copy a relative reference in cell B2 to cell B3, it automatically adjusts from =A1 to =A2.
  • 9.
    Absolute references Absolutereferences     An absolute cell reference in a formula, such as $A$1, always refers to a cell in a specific location. If the position of the cell that contains the formula changes, the absolute reference remains the same. If you copy the formula across rows or down columns, the absolute reference does not adjust. By default, new formulas use relative references, and you need to switch them to absolute references. For example, if you copy a absolute reference in cell B2 to cell B3, it stays the same in both cells =$A$1.
  • 10.
  • 11.
    How to makefunctions work for you Use function box or create your own using operators (+, -, /, *) Start with “=” sign Edit formula in cell or in the formula bar Copy a formula-if it refers to another cell, then it will move its reference point (we noticed that in our last example) Let's create some of our own formulas!
  • 12.
    Popular functions SUMAVERAGE IF COUNT COUNTNUMS MAX &MIN CONCATENATE AND MID SUMIF VLOOKUP RANK COUNTIF &COUNTA Open Sum file
  • 13.
    =SUM FUNCTION THEFOLLOWING FUNCTIONS WORK EXACTLY LIKE THE SUM FUNCTION: AVERAGE COUNT MAX MIN COUNTA
  • 14.
  • 15.
    Text Functions =MID:takes part of a text string apart =CONCATENATE: puts several strings of text into one text string
  • 16.
    PROPER This ispretty cool! (But it doesn’t work on me)
  • 17.
    CONCATENATE Combines textstrings from multiple cells.
  • 18.
    TEXT to COLUMNSWhen you have multiple items in the cells of a column and you need to separate them out.
  • 19.
    TEXT to COLUMNSDELIMITED allows you to choose which mark will cause the separation
  • 20.
    TEXT to COLUMNSFIXED WIDTH allows you to choose a point at which the data will be separated.
  • 21.
    =IF This canbe the most complicated of all functions! It is definitely the most abused! Think about it as “IF condition A occurs, this is the result, IF not, then this is the result.” There can be multiple conditions, but that’s where we can run into trouble.
  • 22.
  • 23.
    Formula Lesson Openthe worksheet titled “ formula lesson ” What is the total sales number for January? How much did each sales Associate sell in January? How do I know that I added up all of the sales figures? What day of the month had the most sales? The least sales? In order to make it worthwhile for me to keep a sales person working, they need to generate $6500 in sales per quarter-these sales are evaluated at the end of the quarter. Keep this in mind as we move forward. Work through each month of the first quarter and then we will total it up in the last sheet.
  • 24.
    LOOKUP FUNCTIONS =VLOOKUPand =HLOOKUP are very useful They look up the value in the first column of the table and returns the corresponding value in the table column (VLOOKUP) or row (HLOOKUP)
  • 25.
    SUBTOTAL FUNCTION Returnsa subtotal in a list or database. It is generally easier to create a list with subtotals using the Subtotals command (Data menu). Once the subtotal list is created, you can modify it by editing the SUBTOTAL function. 1 AVERAGE 6 PRODUCT 2 COUNT 7 STDEV 3 COUNTA 8 STDEVP 4 MAX 9 SUM 5 MIN 10 VAR 11 VARP
  • 26.
    Sum it up,and more Quick: What's the sum of the selected numbers in the picture? Even if you're very fast at doing math in your head, Excel can probably get the answer before you do. What's the total of the selected numbers?
  • 27.
    And the totalis All you have to do is...wait, the total is already in the status bar at the bottom of the window: Sum=$235.35 . As you select the numbers, Excel automatically adds them up and displays the total in the status bar.
  • 28.
    Sorting The standardconfiguration on the toolbar is unsuitable! Change it or use the menu item: Data=>Sort Open Big Sort file for the exercise.
  • 29.
  • 30.
    Filters Another Conceptis that of filters There are two kinds of filters we will use today Auto Filter: creates a drop-down menu with choices Advanced Filter: Helps to identify unique items in a long list. Open AutoFilter Names file and we will work on some examples
  • 31.
    Naming ranges Whyis this important: Names make your formulas more understandable and easier to use, especially for others. A descriptive name is easier to remember than a range of cells Makes it easier to move around in the spreadsheet. Easy to verify-the names appear in the name box.
  • 32.
  • 33.
    Checking your workTracing errors: when you get a message like: ####, #DIV/0!, #REF!, #NULL!1, #VALUE!, #NAME?, #NUM!, #N/A Something went wrong! Open the Fix and trace errors file
  • 34.
    ##### columnis too narrow to display the value, or you might have used a negative number for a date or time. #DIV/0! You attempted to divide by zero. What were you thinking? #NAME? Excel does not recognize the text in the cell. A name or function have been misspelled or used a name that does not exist. Text in not marked properly. #NUM! The formula contains an invalid numeric value or a number that is too large or too small for Excel to handle. #REF! The formula uses an invalid cell reference. #VALUE! The wrong type of argument is used in the formula.
  • 35.
  • 36.
    Drop-down menus incells You can limit the options for data entry with a drop-down menu in each cell. This keeps the entries consistent and limits errors due to spelling, or other inconsistencies. Let’s try it!
  • 37.
    Formatting If yourspreadsheet looks good, so do you!
  • 38.
    Number Formatting Openthe Format Numbers File
  • 39.
  • 40.
  • 41.
  • 42.
  • 43.
  • 44.
    Conditional Formatting Open Conditional Formatting file. If a cell’s value results in a certain condition, the format can be changed according to your preference.
  • 45.
    Charting for bettereffect Open the Chart Examples file Charts and graphs are important because they bring visualization to data. This is an important key to gaining understanding from your message.
  • 46.
    OTHER STUFF THATISN’T AS EASY TO CATEGORIZE Tabs at the bottom. Name one “History”-I dare ya! Freezing panes Looking at more than one workbook at a time Links to other workbooks
  • 47.
    Inserting fancy stuffinto your spreadsheet Hyperlinks Open the more resources file to see how this is inserted.
  • 48.
    More stuff toadd Pictures Clip Art Diagrams Organizational charts
  • 49.
    Stuff that isa little quirky in Excel Printing: it takes some adjustments: page breaks, page break views Always start from scratch in Page Setup Copy the entire sheet by clicking the corner piece on the top left. This way you can get all the formats and row heights and column widths.
  • 50.
    Be careful oflinking inadvertently to other file that may not be present. Other miscellany Newer version of Excel may generate files with .xlsx file extension
  • 51.
    I leave youwith this: SAVE YOUR WORK! Thank you for participating, happy spread sheeting!

Editor's Notes

  • #2 Introduce-background
  • #3 I want this class (can we say that-is that term MARVIN approved?) to be unlike any other that you have experienced, because it is about how you can get this awesome tool work for you-and
  • #4 Let me know if these assumptions are not correct-I can adjust
  • #7 Spend some time letting the class make some changes to their toolbars-make my toolbar look like the one on the home pc.
  • #8 Spend some time with customization-talk about the tabs and what is on each of them.
  • #11 Let them know how you get there
  • #12 On a blank sheet do add and subtract type formulas
  • #13 We will be performing all of these functions and then some on the SUM FILE
  • #14 Open bla
  • #27 In this lesson you'll learn where to find Excel's super-fast automatic sums and more, such as calculating the average, minimum, or maximum value in a range of numbers.
  • #33 Show that you get to it from the Insert command.
  • #43 This is a lot more fun in PowerPoint!
  • #44 Some pretty cool options that are adjustable-open Auto Format file
  • #52 Jesus and Satan were having an ongoing argument about who was better on his computer. They had been going at it for days, and God was tired of hearing all of the bickering. Finally God said, "Cool it. I am going to set up a test> that you will do for two hours and I will judge who does the better job." So down Satan and Jesus sat at the keyboards and typed away. They moused, they did spreadsheets, they wrote reports they sent faxes, they sent e-mail, they sent out e-mail with attachments, they downloaded, they did some genealogy reports. They made card and label files. They did every known job that could be> done on a PC, but ten minutes before their time was up, lightning suddenly flashed across the sky, thunder rolled, the rain poured and, of course, the electricity went off. Satan stared at his blank screen and screamed every curse word known in the underworld. Jesus just sighed. The electricity finally flickered back on, and each of them restarted their computers. Satan started searching frantically, screaming, "It's gone! It's all gone! I lost everything when the power went out!" Meanwhile, Jesus quietly started> printing out all of his files and processed his E-mail from the past two hours. Satan observed this and became irate. "Wait! He cheated. How did he do it?" God shrugged and said: "Jesus saves"