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Courseware

Introduction to Excel course manual

Here are the chapters included in this course manual (we use exactly the same manuals for our classroom and online Microsoft Excel courses).

Click here to download a sample of the first two chapters of this Introduction to Excel manual, or review how to license our courseware.

Chapter 1 - THE OFFICE INTERFACE▼

Section	Title	Subsections	Page
1.1	Interacting with Office	The File Tab The Ribbon The Mini Toolbar The Quick Access Toolbar	8
1.2	Using the Ribbon	Tabs, Groups and Commands Using Quick Keys Seeing More Options	11

Chapter 2 - EXCEL BASICS▼

Section	Title	Subsections	Page
2.1	What is Excel Used for?		13
2.2	Opening and closing Excel	Opening/Starting Excel Closing/Ending Excel The Screen Layout	13
2.3	Structure of a Workbook	Workbooks and Worksheets Cells, Rows and Columns Cell References	16

Chapter 3 - ENTERING AND EDITING DATA▼

Section	Title	Subsections	Page
3.1	Entering Data	Typing in Data Types of Data Disguising Numbers Entering Dates Using AutoComplete to Enter Data Turning AutoComplete off Typing the Same Data into Multiple Cells	17
3.2	Editing and Removing Data	Editing Data in Cells Clearing Cell Contents Clearing Formats from Cells	21
3.3	Inserting and Deleting Cells, Rows and Columns	Inserting Rows and Columns Deleting Rows and Columns Inserting Cells Deleting Cells	23
3.4	Checking Spelling		27
3.5	AutoCorrect	Turning AutoCorrect Off Changing the AutoCorrect Settings	28

Chapter 4 - MOVING AND SELECTING IN EXCEL▼

Section	Title	Subsections	Page
4.1	Moving Around in Excel	Using the Mouse to Move Around Keyboard Shortcuts for Moving Around Zooming the View	30
4.2	Selecting Cells	Selecting Single Cells Selecting a Range of Cells Selecting a Large Range of Cells Selecting Multiple Ranges Selecting Entire Rows and Columns Selecting an Entire Worksheet De-Selecting Cells Using the Keyboard to Select Cells	32

Chapter 5 - FORMULAE AND FUNCTIONS▼

Section	Title	Subsections	Page
5.1	Basic Formulae	Operators Brackets in Formulae	36
5.2	Creating Formulae		37
5.3	Editing Formulae		38
5.4	Copying Formulae	The Easiest Way to Copy a Formula Other Ways to Copy a Formula How Relative Cell Referencing Works	39
5.5	Functions	Basic Functions Structure of a Function Typing a Function Using AutoSum to Create Quick Totals, Averages, Etc. The Quickest Way to Sum The Function Wizard	41
5.6	Status Bar Calculations		45

Chapter 6 - COPYING AND MOVING CELLS▼

Section	Title	Subsections	Page
6.1	Methods of Copying and Moving	Cut, Copy, and Paste Drag and Drop Replacing and Inserting Cells with Drag and Drop Special Options for Pasting The Paste Tool Paste Special Paste Special using the Right-Click Menu The Format Painter	46
6.2	AutoFill	Copying Using AutoFill AutoFill Paste Options The Clipboard Using the Clipboard Copying and Pasting Using the Clipboard Clearing the Clipboard	50

Chapter 7 - FILLING CELLS▼

Section	Title	Subsections	Page
7.1	Creating Series	Creating a Series from its First Two Values Filling a Series with the Right Mouse Button	53
7.2	Custom Lists		54
7.3	Flash Fill	Flash Fill when Copying Down Flash Fill Tool using the Ribbon Other Examples of Flash Fill	55

Chapter 8 - WORKING WITH FILES▼

Section	Title	Subsections	Page
8.1	Introduction	New File Formats Rules for Naming Files Saving a New Excel Workbook The Workbook’s File Path Re-saving an Existing Workbook	57
8.2	Closing Workbooks	Closing a Workbook Using Excel Closing a Workbook Using the Task Bar	60
8.3	Creating New Workbooks		61
8.4	Opening an Existing Workbook	Opening a Recently Used Workbook Opening a File not Used Recently Searching for Files Creating New Folders when Saving	62
8.5	Excel File Types	Choosing a File Type Which File Type to Use	64
8.6	Files with Macros	Macro-Enabled File Types Macro Security Settings	65

Chapter 9 - MULTIPLE WORKSHEETS▼

Section	Title	Subsections	Page
9.1	Moving between Worksheets		67
9.2	Common Tasks	Selecting and De-selecting Worksheets Renaming Worksheets Changing Worksheet Tab Colours Hiding and Unhiding Worksheets	68
9.3	Inserting and Deleting Worksheets	Inserting Single Worksheets Inserting Multiple Worksheets Deleting Worksheets	70
9.4	Moving and Copying Worksheets	Moving Worksheets within a Workbook Copying Worksheets within a Workbook Moving and Copying to a Different or New Workbook	71
9.5	Group Mode		73
9.6	Summing across Sheets		74

Chapter 10 - FORMATTING WORKSHEETS▼

Section	Title	Subsections	Page
10.1	Methods of Formatting	Using the Ribbon Using the Mini-Toolbar Using the Format Cells Dialog Box	75
10.2	Formatting Text	Fonts and Sizes Simple Font Formatting	76
10.3	Cell Alignment	Horizontal Alignment Vertical Alignment Other Alignments Rotating Text Indenting	78
10.4	Making Text Fit into Cells	Column Widths and Row Heights Shrinking Text Wrapping Text Merging Cells	79
10.5	Formatting Numbers	Choosing a Number Format More Number Formatting Options	82
10.6	Cell Backgrounds	Fill Colours Fill Effects	82
10.7	Cell Borders	Applying Borders Drawing Borders Border Styles and Colours Borders Using the Dialog Box	83
10.8	about Gridlines		85

Chapter 11 - NUMBER AND DATE FORMATS▼

Section	Title	Subsections	Page
11.1	What are Number Formats?	Examples of Number Formats Examples of Date Formats	87
11.2	Formatting Dates	How Dates and Times are Stored Quick Ways to Enter Dates and Times Quick Formatting Dates and Times Selecting Different Date/Time Formats Custom Date Formats Custom Date Formatting Codes Custom Time Formatting Codes Displaying Elapsed Times without Overflow	88
11.3	Standard Number Formats	Standard Number Formats using the Ribbon Standard Number Formats using Format Cells	92
11.4	Custom Number Formats	Creating Custom Number Formats General Rules for Custom Number Formats Example of a Typical Custom Number Format Re-using Custom Number Formats	94
11.5	Tricks with Number Formats	Tricks with Text Hiding Parts of a Number Format Colouring Parts of a Number Format Getting Positive and Negative Numbers to Line Up Getting Decimal Points to Line Up Fractions Scaling Large Numbers Filling Spaces	96

Chapter 12 - PRINTING▼

Section	Title	Subsections	Page
12.1	Views of a Worksheet	Page Layout View Page Break Preview Print Preview	99
12.2	Printing	Choosing to Print Print Settings	100
12.3	Printing Areas of a Worksheet	Setting a Print Area Setting Multiple Print Areas	101
12.4	Page Breaks	Viewing Page Breaks Moving Page Breaks Inserting Page Breaks Removing Page Breaks	102
12.5	Fitting Worksheets to Pages	Page Orientation Page Margins in Excel Changing Margins Using the Ribbon Changing Margins in Print Preview Scaling a Page Using Page Breaks to Scale a Page The Page Setup Dialog Box	104
12.6	Headers and Footers	Adding a Header and Footer Inserting Headers and Footers with the Ribbon	108
12.7	Printing Titles	Setting Print Titles	109

Chapter 13 - TABLES▼

Section	Title	Subsections	Page
13.1	Definition of a Table		111
13.2	Creating and Removing Tables	Creating Tables from Existing Data Creating Tables from Scratch Removing Tables	112
13.3	Sorting Tables	Simple Sorting – 3 Methods Sorting by Two or More Columns Sorting by Colour	114
13.4	Simple Filtering	Step 1 – Enabling Filtering Step 2 – Filtering by Columns	117
13.5	Removing Filters	Clearing a Filter from a Single Column Clearing All Filters Removing Filtering	119
13.6	Filtering Specific Types of Data	Filtering Numbers Filtering Text Filtering Dates	120
13.7	Removing Duplicate Rows		122
13.8	Using the Data Form	Adding the Data Form to the Quick Access Toolbar Using the Data Form to View Records Using the Data Form to Add New Records Using the Data Form to Delete Records Using the Data Form to Find Records Matching your Criteria	123
13.9	Advanced Filtering (Using OR and AND)	Step 1 – Creating a Criteria Range Step 2 – Creating an Extract Range Step 3 – Applying Advanced Filtering	127

Chapter 14 - CHARTS▼

Section	Title	Subsections	Page
14.1	Overview		129
14.2	Selecting Data	The Golden Rules for Selecting Chart Data Selecting a Simple Data Range Selecting Multiple Ranges Selecting Non-Contiguous Ranges	130
14.3	Creating Charts		132
14.4	Chart Location	Embedded Charts Printing Embedded Charts Separate Sheet Charts Switching between Embedded and Separate Sheet Charts	132
14.5	Chart Types, Templates and Defaults	Changing a Chart’s Type (Including Chart Templates) Creating Chart Templates Setting the Default Chart	135
14.6	Formatting Charts		137
14.7	Formatting Parts of a Chart	The Parts of a Chart (Chart Elements) Selecting Part of a Chart Selecting a Data Point or Legend Entry Formatting Part of a Chart Using the Formatting Task Bar Worked Example: Setting the Gradient Fill for a Chart Title	138
14.8	Showing/Hiding Parts of a Chart		141
14.9	Specific Chart Element Consideration	Working with Data Tables Data Labels Axes, Scaling, Tick Marks and Gridlines	143
14.10	Editing Data	Changing the Data being Charted Visually Switching Rows and Columns Filtering Data and Labels	145

Chapter 15 - CELL COMMENTS▼

Section	Title	Subsections	Page
15.1	Overview of Comments	The Comments Section of the Ribbon	147
15.2	Working with Comments	Creating Comments Changing the Default User Name Editing and Deleting Comments Formatting Comments Printing Comments	148
15.3	Ways to Show Comments	Hiding Red Triangles Showing/Hiding All Comments Selecting Cells Containing Comments	151

Chapter 16 - ABSOLUTE AND RELATIVE REFERENCES▼

Section	Title	Subsections	Page
16.1	Relative Referencing		152
16.2	Absolute References	When Relative Referencing doesn’t Work The Solution – Use Absolute References Fixing Just the Row or Column	153

Chapter 17 - RANGE NAMES▼

Section	Title	Subsections	Page
17.1	What are Range Names?	Going to a Range Name	155
17.2	Creating Range Names	Creating Range Names using the Name Box Defining Range Names	156
17.3	Creating Formulae using Range Names	Creating Formulae using Range Names (General) Creating Formulae using Range Names for Single Cells Editing Range Name Formulae	157
17.4	Spill Formulae	Creating Formula using Range Names for a Group of Cells - SPILL How Spill Formulae Work Preventing Excel using SPILL Implicit Intersection Opening Old Excel Workbooks using Implicit Intersection Dealing with #SPILL Errors	159
17.5	Changing Range Names	Editing and Deleting Range Names Avoiding the Need to Change Range Names	163
17.6	Creating Range Names from Selected Cells		164
17.7	Scope of Range Names	Choosing the Scope of a Range Name Copying Worksheets Copies their Range Names with Local Scope	165
17.8	Managing Range Names	Listing out Range Names Applying Range Names	166
17.9	Quirks of Range Names	Getting Aggregation Functions to Work Viewing Range Names 3-Dimensional Ranges	167

Chapter 18 - EXCEL SHORTCUT KEYS▼

Section	Title	Subsections	Page
18.1	CTRL and SHIFT Key Combinations	SHIFT and CTRL keys General CTRL Keys in Excel CTRL Keys with Letters	169
18.2	Function Keys	F1 to F6 Keys F7 to F12 Keys	172
18.3	Other Special Keys	Special Keys – Part 1 Special Keys – Part 2 Special Keys – Part 3	174

If you book a place on one of our courses you will automatically get access to the relevant courseware manual online, and also have the option to receive a paper copy of it.

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