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Excel 2013 Essentials

Your participants will learn how to use the basic features of Excel 2013. This workshop is designed to provide a basic understanding of Excel 2013. Participants will be shown a practical way of learning with a hands-on and customizable approach. They will also get a chance to experience some of the new features that are offered in Excel 2013.

Excel 2013 is the world’s premier spreadsheet software. You can use Excel to analyze numbers, keep track of data, and graphically represent your information. With Office 2013 you are provided a new landing screen which makes launching and creating documents easier than previous versions of Excel. Excel 2013 also has an improved user interface with an array of powerful tools to help you manage your data through Skydrive – and better information leads to better decision making!

Objective:

  • Open and create Excel workbook files
  • Use the 2013 interface
  • Enter and edit data in a variety of ways
  • Understand basic formulas and functions
  • Use the Quick Analysis features new to the 2013 version
  • Format worksheets and data
  • Print and share workbooks
Introduction : Getting Started

Welcome to the Microsoft Excel 2013 Essentials workshop. Excel is the world’s premier spreadsheet software. You can use Excel to analyze numbers, keep track of data, and graphically represent your information. Excel also makes your job easier by providing an easy to use interface, and an array of powerful tools to help you turn your data into useable information – and better information leads to better decision making!

Module 1 : Opening Excel

Welcome to the new and improved Excel 2013. This module will teach you how to open Excel files and create new ones. First, we’ll learn how to open Excel. You’ll learn how to open files from the Recent list or other files. Then you’ll learn how to create a blank workbook or a workbook from a template.

Module 2 : Working with the Interface

In this module, we’ll introduce you to the Excel 2013 interface, which uses the Ribbon from the previous two versions of Excel. You’ll get a closer look at the Ribbon and the Status bar. You’ll also learn how to manage your Microsoft account right from a new item above the Ribbon. This module introduces you to the Backstage view, where all of the functions related to your files live. You’ll learn how to save files. Finally, we’ll look at closing files and closing the application.

Module 3 : Your First Worksheet

In this module, you’ll start entering data into a worksheet, including using flash fill and auto fill to quickly populate the information you need to store in your worksheet. You’ll also learn about editing data, including checking your spelling. Since you probably don’t want to move all of those rows or columns when you realize that you forgot one, you’ll also learn how to add rows and columns.

Module 4 : Viewing Excel Data

Excel offers several options for viewing your worksheets. This module will provide an overview of the different views that are available. It also explains how to switch views and create a custom view. This module covers how to use the Zoom feature. Finally, this module discusses how to switch between different open files.

Module 5 : Building Formulas

The backbone of Excel is its ability to perform calculations. There are two ways to set up calculations in Excel: using formulas or using functions. Formulas are mathematical expressions that you build yourself. You need to follow proper math principles in order to obtain the expected answer. Building the formula is simply a matter of combining the proper cell addresses with the correct operators in the right order. This module will explore how to build, edit, and copy formulas. This module will also explain the difference between relative and absolute references. Finally, this module will explain how to use the Status Bar to perform simple calculations. We will explore functions in the next module.

Module 6 : Using Excel Functions

This module introduces Excel functions, which are a little like templates for common formulas. There are many different types of functions. First, we’ll look at the SUM function. You’ll learn about using AutoComplete for entering formulas. We’ll look at other basic common functions as well. We’ll take a look at the Formulas tab introduced in the Ribbon for Excel 2007. Finally, we’ll take a look at the function names.

Module 7 : Using Quick Analysis

The new Quick Analysis tools allow you to easily preview and apply a number of formatting, charts, totals, tables, and sparklines features to your data. We’ll first look at the formatting tools. You’ll also learn about the recommended charts available in Quick Analysis. Next, we’ll look at the totals tools that include formulas that automatically calculate totals for you. We’ll also look at the tables available with Quick Analysis. Once you have your data in table format, you can use a number of sorting and filtering tools, which we’ll also discuss in this module. Finally, you’ll learn how to create sparklines.

Module 8 : Formatting Your Data

In this module, we will look at how to make your worksheet more appealing by changing the font type and size, alignment, formatting numbers, and by adding color and borders. This module also explains how to use the merge feature and how to remove formatting.

Module 9 : Using Styles, Themes, and Effects

In this module, you’ll learn some more advanced formatting options. First, we’ll discuss table styles and cell styles, including using the Format Cells dialog box to apply all types of formatting to your cells at once. This module explains conditional formatting. You’ve seen a little conditional formatting with the Quick Analysis formats. Conditional formatting is simply applying a certain type of formatting to cells that meet certain requirements. Finally, you’ll learn how to change the theme, colors and fonts, which can help you provide a consistent branding to all of your documents, workbooks, and other office creations.

Module 10 : Printing and Sharing Your Workbook

This module discusses printing your worksheets. First, the module covers the Page Layout tab for setting up the worksheet page. Next, the module goes into more detail on setting up your pages. The module discusses how to use Print Preview. Finally, the module explains how to print your worksheets.

Conclusion : Wrapping Up

Although this workshop is coming to a close, we hope that your journey to improve your Excel skills is just beginning. Please take a moment to review and update your action plan. This will be a key tool to guide your progress in the days, weeks, months, and years to come. We wish you the best of luck on the rest of your travels!