IT Training

Computing Workshop Descriptions - Excel

Microsoft Office 2007: What's New in Excel
The Basics
Charts & Graphics
Data Management
Basic Automation Using Macros
Analyzing Data with Pivot Tables
Looking Up Data with VLOOKUP & Using Conditional Functions
Performing What-If Analysis & Creating Named Scenarios
Statistical Features
Formatting & Analyzing IUIE Data

Microsoft Office 2007 : What's New in Excel

Intended for participants who are considering upgrading to Excel 2007 and want to learn more about it, and for experienced Excel users who simply need to learn how to navigate in the new interface and take advantage of the new features. In this workshop, participants will be introduced to the new Excel 2007 interface and learn how to use some its new features. Compatibility issues and file formats will also be discussed.

Note: While this workshop introduces the Excel 2007 interface, for those who need to learn Excel, we recommend taking our regular Excel workshops which are now taught in Excel 2007.

Participants will:

Explore the new Excel 2007 user interface
Understand the various file formats and compatibility issues
Work with the Name Manager
Use the new formula writing features >
Work with tables
Use the new Enhanced Page Layout view
Explore some new charting features
Apply cell styles and themes
Explore new conditional formatting options

Participants should already be able to:

Navigate a worksheet
Enter and edit data
Perform simple calculations
Work with named ranges

Excel 2007: The Basics

Excel is the most-used spreadsheet and analysis application today. This workshop introduces basic Excel features such as entering various types of data, working with formulas and functions, and creating a simple chart. Formatting a worksheet, importing data, and exploring Excel templates are also covered. Although this workshop is intended for the spreadsheet novice, participants with some previous spreadsheet experience may gain a better understanding and learn some new tricks to increase their efficiency in using Excel.

Participants will:

become familiar with the Excel 2007 interface and spreadsheet terminology
enter various types of data into a worksheet
work with formulas and functions
create a simple chart
explore Excel templates
import text-delimited data into Excel
format cells and ranges
create named ranges and use them in formulas
customize printouts

Participants should already be able to:

use a mouse
open and close windows
open and close files
adjust the size of a window
switch between applications

Excel 2007: Charts and Graphics

This workshop will help participants develop skills required to create effective and accurate charts. Intended for those already comfortable with using Excel, participants will create various types of charts and apply elements and formats. Chart templates and SmartArt graphics will be covered. This workshop also covers how to insert charts into PowerPoint slides.

Participants will:

understand charting terminology
select appropriate chart types for a specific set of data
create basic chart types, including column, pie, line, XY Scatter, and bar charts
add a trendline and equation to the XY Scatter chart
apply custom formats to charts and chart elements
save and apply a chart template
add shapes and SmartArt graphics to charts
apply themes to charts
insert Excel charts into a PowerPoint presentation

Participants should already be able to:

enter text and numbers into a worksheet
perform calculations with formulas and functions
format cells and worksheets
select ranges of data

Excel 2007: Data Management

Learn how to use lists to extract and manipulate data. Participants will explore Excel’s table-related features in this workshop, as well as creating custom lists, validating data entry, sorting and filtering data, creating and removing subtotals, and recording a macro. This workshop also introduces pivot tables and pivot charts.

Participants will:

work with built-in and custom lists
specify data validation criteria
protect a worksheet
work with text functions to separate and concatenate text
edit and delete named ranges using the Name Manager
convert data to a table and work with table features
sort and filter data
create, replace, and remove subtotals
record and use a macro
create and format a pivot table
link data between worksheets
create a pivot chart

Participants should already be able to:

understand spreadsheet terminology
create and modify Excel spreadsheets
enter text or numeric data and formulas or functions
create named ranges
format worksheets
create simple charts

Excel 2007: Basic Automation Using Macros

Macros enable Excel users to automate their work by recording a sequence of commands into a single action. In this workshop, participants will explore how to record and edit macros in Excel 2007, how to make them easily available, and how to share their recorded macros with other Excel users.

Currently there are no scheduled offerings of this workshop.

Contact the IT Services Training Coordinator to purchase self-study materials.

Participants will:

create simple macros to automate complex actions
learn about macro security issues
assign a macro to the Quick Access toolbar and a keyboard shortcut
edit macros
make macros available to other workbooks and users

Participants should already be able to:

create and rename subtotals
enter data into cells
use built-in functions
sort and filter lists
navigate an Excel spreadsheet
create basic formulas
work with subtotals
sort and filter data
work with tables
manage named ranges

Excel 2007: Analyzing Data with Pivot Tables

Discover how pivot tables can make work tasks easier and how they can be useful in analyzing data. In this workshop, participants will learn how to create, format, and modify pivot tables, and perform various summary techniques when displaying data. This workshop will also explore more advanced techniques such as how to group items in pivot tables and how to create calculated fields. Pivot charts will also be covered.

Participants will:

create, modify, and format pivot tables
use summary functions
create customized calculations
group numbers and dates
reorder labels and sort values
link and update pivot tables
create and modify pivot charts

Participants should already be able to:

navigate an Excel spreadsheet
create basic formulas
work with subtotals
sort and filter data
work with tables
manage named ranges

Excel 2007: Looking Up Data with VLOOKUP & Using Conditional Functions

This workshop will explore arrays and conditional functions used to summarize or count data with certain criteria. Discover how to use IF and Nested IF functions to test for specific conditions and how to apply different types of conditional formats. Participants will also explore various techniques looking up values in a range of data using VLOOKUP.

Participants will:

perform calculations using array formulas
create IF and nested IF functions
use conditional functions to summarize or count data
use the CONCATENATE function to join text
look up data using VLOOKUP
apply different types of conditional formatting

Participants should already be able to:

create and manage named ranges
create formulas and functions
create and apply validation criteria
work with tables
sort and filter data

Excel 2007: Performing What-If Analysis & Creating Named Scenarios

This workshop introduces a number of tools that will allow participants to develop what-if models or predict future trends in Excel. Discover how to analyze complex data by using data tables, Goal Seek, and Solver. Participants will use the Scenario Manager feature, which makes automating what-if models easy by storing and comparing named data scenarios. Summary reports can be generated to see the effects of these various combinations of values.

Participants will:

create a simple array
create one- and two-input tables
use the Goal Seek and Solver tools
create, modify, and recall scenarios using the Scenario Manager

Participants should already be able to:

create and manage named ranges
create formulas and functions
work with table features

Excel 2007: Statistical Features

While Excel’s statistics capabilities are not as refined as those of dedicated statistics applications like SPSS, it can be used to perform many common statistical analyses. This workshop is intended for participants who are already comfortable using Excel and who have a familiarity with statistical concepts and terminology, and would like to learn how to perform statistical analyses in Excel. Participants will learn how to perform a variety of statistical procedures in Excel using the function wizard and add-in modules, and how to interpret the results.

Participants will:

find the mean for a range of data
find the standard deviation of a variable
generate a pivot table
find the correlation among several variables
perform simple regressions and t-tests
interpret the results of these procedures

Participants should already be able to:

read a file into Excel
copy, paste and hide columns
switch from one worksheet to another
understand basic statistical concepts

Excel 2007: Formatting & Analyzing IUIE Data

This workshop is specifically designed for any IU staff or faculty member who uses Excel to format IUIE data. Participants will learn how to format text and numeric data, create and remove subtotals, convert data to a table, sort and filter data, automate work using macros, and analyze data using pivot tables.

This workshop does not teach participants how to extract data from the IUIE.

Participants will:

format text and numeric data
use macros to automate tasks
use AVERAGE, COUNTIF, and VLOOKUP functions
create and remove subtotals
convert data to a table and work with table features
sort and filter data
analyze data using pivot tables

Participants should already be able to:

navigate an Excel spreadsheet
switch back and forth between Windows applications
enter and edit data
work with basic formulas and functions
save and print a worksheet