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Computing Workshop Descriptions - Excel

• Microsoft Office 2007: What's New in Excel
• The Basics
• Charts & Graphics
• Data Management
• Analysis Using Functions & What-If Tools
• Statistical Features
• Reporting for IUIE Users

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 including entering data, using formulas and functions, and creating simple charts. 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:

• learn spreadsheet terminology
• enter text and numbers into a worksheet
• perform calculations with formulas and functions
• format cells and worksheets
• create named ranges and use them in formulas
• create and modify charts
• customize printouts

Participants should already be able to:

• use a mouse
• recognize icons
• open and close windows
• adjust the size of a window
• access options from the Menu bar
• switch back and forth 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 many list-related features in this workshop, such as creating and removing subtotals, sorting and filtering data, creating custom lists, and validating data entry.

Participants will:

• Use built-in and custom AutoFill series
• Specify data validation criteria
• Protect a worksheet
• Sort and filter a list
• Create, replace, and remove subtotals
• Record and use macros
• Use a data form
• Create and format a PivotTable
• Link data between worksheets
• Create a PivotChart

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: Analysis Using Functions & What-If Tools

This workshop introduces a number of tools that allows participants to develop what-if models or predictions about future trends. Discover how to use the IF function to test for specific conditions and how to apply conditional formats. Participants will perform what-if analyses in creating data tables using one-input and two-input variables and by using Excel’s Goal Seek and Solver commands.

Participants will:

• Perform calculations using arrays
• Use the IF, AND, SUMIF, and COUNTIF functions
• Apply conditional formatting
• Use nested functions
• Create one-input and two-input tables
• Use the Goal Seek and Solver tools
• Create and recall scenarios using the Scenario Manager

Participants should already be able to:

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

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.

Currently there are no scheduled offerings of this workshop.

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

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: Reporting for IUIE Users

This workshop is specifically designed for any IU staff member who uses Excel to format data extracted from the Indiana University Information Environment (IUIE). Participants will learn how to apply features of Excel to data similar to that used within the IUIE. They 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 PivotTables. This workshop does not teach participants how to extract data from the IUIE.

Note: While this workshop introduces the Office 2007 interface for Word and PowerPoint, for those who need to learn any of these applications, we recommend taking our Word and PowerPoint workshops, since all Microsoft Office applications are now taught in the 2007 versions of the application.

Participants will:

• work with rows and columns
• 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 PivotTables

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

• 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