Course Orientation
40567A
Microsoft Excel associate 2019
Student version
Microsoft Excel associate 2019
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Microsoft Excel associate 2019
Contributors
Sponsored and published by Microsoft, this course was developed by the following
group of Microsoft Office Specialists (MOS), Microsoft Innovative Educators (MIE),
Microsoft Innovative Educator Experts (MIEE), Microsoft Certified Trainers (MCT),
Microsoft Certified Systems Engineers (MCSE) Microsoft Certified Systems
Administrators (MCSA), Modern Desktop Administrators (MDA), Microsoft Most
Valuable Professionals (MVP), computer science educators, and artists.
Dave Burkhart
Teacher, New Lexington Schools, Ohio
Sharon Fry
MCT, MOS Master, MTA
Conan Kezema
MCT, MCSE, MCSA
Cory Larson
Illustrator and animator
Denise McLaughlin
MCT, MOS Master
Tim McMichael
Faculty, Estrella Mountain Community College, Computer Information Systems and
Microsoft Office
Pat Phillips
Computer science education consultant
Heather Severino
MCT Regional Lead, Microsoft MVP: Office Apps and Services, MOS Master, MOS Expert:
Excel, MCSA – BI Reporting
Marisa Vitiello
Art Director
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Contents
Introduction .......................................................5
Goals.................................................................5
Key course features.........................................6
Unifying scenario: Munson’s Pickles
and Preserves Farm ....................................6
Warm-up and Wrap-up questions .......7
Try-it practice exercises ............................7
Cornerstone learning exercises .............7
Capstone project .........................................8
Concept videos ............................................8
Learning cues ................................................9
Icons.............................................................9
Callouts .......................................................9
Materials ........................................................... 11
How it all fits together ........................... 12
MOS exam objectives mapping .............. 13
Detailed student experience:
Working as an intern at Munson’s......... 17
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Introduction
Welcome to Excel Associate 2019. This 40-hour educator-led course helps you develop
the knowledge and skills to improve your personal productivity by using Microsoft Excel
2019. It also helps you prepare for the associated Microsoft Office Specialist (MOS)
certification exam, MO-200: Microsoft Excel (Excel and Excel 2019).
In this course, you’ll learn to use Excel through scenario-based, hands-on lessons that
emphasize practical outcomes. By learning how to use Excel while creating real-world
results, you will be more personally productive and empowered.
Use the sections in this guide to orient yourself to the course:
• For basic facts about the course, refer to: Goals.
• To learn about how the course is designed and what makes it unique, refer to: Key
course features.
• For a breakdown of the materials provided for the course, refer to: Materials.
• Information on how the course supports MOS test preparation is included in MOS
exam objectives mapping.
Goals
This course helps you understand the powerful and useful tools available in Excel, and
how you can use them to improve your productivity. You will learn about features and
capabilities within Excel through real-world activities for a fictional company. By
becoming adept at using the features of Excel, you’ll improve the ways you organize
ideas and information, gain valuable insights into the ways you can filter and present
data, and create spreadsheets that clearly and effectively deliver targeted data and
computations to your intended audiences.
By the end of the course, you’ll be able to:
• Create, open, edit, and save workbooks; understand the interface; and navigate to
workbook elements.
• Manage workbooks and worksheets, change the screen display, and customize the
Quick Access Toolbar.
• Format cells and numbers, align and wrap content, add and remove cell styles, and
merge cells.
• Format data as a table, work with table styles, create named tables, define range
names, and filter and sort data.
• Create and display formulas, use references and common functions in formulas, and
understand calculation operators and precedence.
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• Get data from other sources, fix text formatting by using text functions, and insert
hyperlinks to related information.
• Apply conditional formatting to data; create, edit, and format charts; create
sparklines; and use the Quick Analysis feature to quickly analyze data.
• Configure a workbook’s print settings and page setup, add and edit headers and
footers, modify basic workbook properties, and inspect a workbook for compatibility
and accessibility issues.
In addition to equipping you with the skills needed in a digital workplace, this course
also prepares you for the MO-200: Microsoft Excel exam. The course materials specify
where each MOS exam objective is addressed in the sequence of modules and lessons.
In addition, the MOS exam objectives mapping section in this document lists the Excel
MOS certification exam objectives by number, and where you can find course support
for each objective.
Key course features
This section describes the unifying scenario, lesson elements, and other key course
features that distinguish it from other courses and help provide a successful learning
experience.
Unifying scenario: Munson’s Pickles
and Preserves Farm
In this course, you’ll learn about the Munson’s Pickles and Preserves Farm. Munson’s is a
fictitious family-owned agribusiness that started as a small farm market and has been in
operation for three generations. As a student in this course, you are asked to pretend
you’ve been granted a 1-year internship within the farm’s marketing team. As a growing
business, Munson’s needs to transform the way it tracks crop harvesting, fruit and
vegetable distribution, profits, and inventory.
The Munson’s storyline helps demonstrate how real people and real companies use
Excel. You’ll learn tools and strategies via educator-led instruction and skill-building
practices. You’ll then apply that learning in exercises and activities via challenges and
problems set in the fictitious scenario. Through Munson’s stories and challenges, you’ll
work on authentic problems to add relevance, context, meaning, and connections to the
power and usefulness of Excel.
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The Munson’s scenario additionally illustrates how businesses of every size and type are
transforming the ways they operate, innovate, succeed, and grow using digital
technology. Farms such as Munson’s are an example of how small companies still use
long-established business models, but have the capacity to let data and technology
guide their future development.
For details on how you will interact with this scenario in each of the modules for this
course, refer to the later section, Detailed student experience: Working as an intern at
Munson’s.
Warm-up and Wrap-up questions
In this course you’ll have Warm-up and Wrap-up questions. Warm-up questions set the
stage for what you’ll be learning, and connect past experiences to the current lesson.
These questions also provide you with general guidance for choosing the level of a Try-
it practice exercise (described later). For example, if you correctly answer all of a given
lesson’s Warm-up questions, you might choose to attempt the higher-level Try-its for
the lesson. In contrast, if you have less success answering the Warm-up questions, you
might find it more effective to try the lower-level Try-its.
Wrap-up questions summarize the overall aim of the lesson to help you assimilate and
reinforce what you’ve learned. These questions also provide a broader function of
reminding you why the skills and knowledge you’ve gained will be helpful to you
beyond the classroom door.
Try-it practice exercises
Try-it practice exercises follow a lesson’s learning activity and give you the opportunity
to practice what you’ve just learned. For example, having just learned about modifying
the Quick Access Toolbar, you’ll be invited to try adding commands to the toolbar by
using the Quick Access Toolbar drop-down menu. Some Try-its exercises offer different
complexity levels, so you can pick the one that matches your readiness or learning
needs.
Cornerstone learning exercises
Cornerstone learning exercises are scored learning activities that occur as part of the
final lesson in each module. They mimic MOS exam prompts to give you a sense of what
the exam will be like. Learning objectives for Cornerstone learning exercises focus on the
module’s key skills and objectives, and address most, or sometimes all of the exam
objectives for a module.
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Capstone project
The Capstone project is the final learning activity included in the course. It provides the
opportunity for you to apply and demonstrate what you’ve learned throughout the
course by choosing a project that represents a personally meaningful or
significant challenge. You choose how to approach the challenge and what you’ll create
using Excel that will contribute to the solution. You’ll select from a menu of techniques
and tools to employ in your projects to both demonstrate your mastery of selected
objectives and demonstrate your ability to select techniques and tools that are most
appropriate to communicate your solution ideas.
The Capstone project includes a performance assessment rubric. Use this tool to assess
how you’ve applied what you’ve learned in the course to the challenge.
Concept videos
Concept videos are two-to-four-minute videos that don’t map directly to a module or
lesson in this course, but are foundational to understanding important relevant
concepts. Using animations and a descriptive voice-over track, concept videos help you
learn more about real-world environments where you can apply your learnings.
For example, one of the concept videos, Data visualization, demonstrates how data can
come to life for the intended audience when you use the data to create various kinds of
charts.
The other concept videos are:
• Creating for everyone. This video emphasizes the importance of inclusivity and
accessibility in the communications you create.
• Graphic design basics. This video introduces the fundaments of graphic design,
including sizing, aligning, and repeating graphic objects. It also covers best practices
for using these concepts to enhance communication.
• Organizing with databases. This video demonstrates how storing data in tables forms
the basis for creating relational databases and can help you organize and track
information.
• Digital collaboration. This video familiarizes you with the capabilities in modern tools
for collaborating with others, combining different strengths and work styles to
generate the best possible outcomes.
• Managing a busy schedule. This video helps you make the most of calendar tools to
stay organized with your projects and manage your time effectively.
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Microsoft Excel associate 2019
• Making predictions with data. This video orients you to using basic data analysis by
stating goals, gathering data, ensuring the data is usable, and using software tools to
develop predictive models.
Learning cues
This course uses easily identifiable cues to help you find important pieces of
information.
Icons
Three icons are repeated throughout the student materials to indicate important
characteristics of the content being discussed.
This topic icon indicates that a lesson topic is mapped to at least one
Microsoft Office certification exam objective.
This type of Try-it icon indicates that there are multiple Try-its
available of varying complexity.
This type of Try-it icon indicates that the Try-it is a single activity
designed for everyone regardless of previous experience or expertise.
Callouts
These brief page elements contain helpful additional information about the course.
Because this course is designed for live access to Office Help and Training videos and
articles, the links in callouts often link you with videos and other resources available in
the Microsoft Office training center.
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Additional information
The Additional information callout provides links to content that pertains to knowledge
or skills addressed in the topic and further topics of interest related to the scenario. The
following example is an Additional information callout:
Additional information
For more information on MOS certification exams, visit Microsoft
Office Certification.
Did you know?
The Did you know? callout provides useful information that is not part of the core
learning objective but is a handy tip to be kept in mind. The following example is a
useful callout:
Did you know?
You can switch between the applications you currently have open on
your computer by using the Alt+Tab keyboard shortcut.
Video
The Video callout provides references to useful videos that help increase efficiency in
using the course learnings. The following example is a Video callout:
Video
To learn more about Microsoft 365, go to: Discover what’s possible
with Microsoft 365
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Materials
The following student materials are provided with this course.
Student materials Description
Course Orientation, Student This document provides an introduction to the course. It
version describes goals, duration, and prerequisites, in addition
to the key course features, the unifying Munson’s Pickle
and Preserves Farm scenario, and an explanation of how
the course supports MOS exam objectives.
Student Guide You’ll have a Student Guide for each module, which
provides:
• An overview of the module and each lesson in it,
including course learning objectives and
corresponding MOS exam objectives.
• Topic core content and additional reading links for
you to use before or after class.
• Instructions to participate in activities.
• Instructions to complete Try-its.
• Warm-up and Wrap-up questions.
• Instructions to complete the Cornerstone.
Learning Activity Resource The resources in the Learning Activity Resources folder
include the starter and supporting files that you’ll use to
practice skills in activities, Try-its, and Cornerstones.
Capstone Student Guide The Capstone Student Guide includes the following
information:
• An overview and introduction to the Capstone
project.
• Instructions on how to complete the project.
Capstone Rubric The Capstone Rubric outlines the criteria for assessment
of the Capstone project.
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How it all fits together
The following infographic provides a high-level illustration of the course design,
including the materials discussed in this guide.
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MOS exam objectives mapping
This course has a direct mapping of its content to the objective domain for the MO-200:
Microsoft Excel exam. For more details about MOS exam scope, visit: Microsoft Office
Certification
Use the following table to find where in the course each MOS exam objective is taught.
MOS exam objectives Module/Lesson
Skill: Manage worksheets and workbooks
1.1 Import data into workbooks
1.1.1 Import data from .txt files Module 6, Lesson 1
1.1.2 Import data from .csv files Module 6, Lesson 1
1.2 Navigate within workbooks
1.2.1 Search for data within a workbook Module 1, Lesson 3
1.2.2 Navigate to named cells, ranges, or Module 1, Lesson 3
workbook elements
1.2.3 Insert and remove hyperlinks Module 6, Lesson 5
1.3 Format worksheets and workbooks
1.3.1 Modify page setup Module 7, Lesson 8
1.3.2 Adjust row height and column width Module 2, Lesson 1
1.3.3 Customize headers and footers Module 8, Lesson 2
1.4 Customize options and views
1.4.1 Customize the Quick Access toolbar Module 2, Lesson 3
1.4.2 Display and modify workbook Module 2, Lesson 3
content in different views
1.4.3 Freeze worksheet rows and columns Module 2, Lesson 3
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MOS exam objectives Module/Lesson
1.4.4 Change window views Module 2, Lesson 3
1.4.5 Modify basic workbook properties Module 8, Lesson 3
1.4.6 Display formulas Module 5, Lesson 1
1.5 Configure content for collaboration
1.5.1 Set a print area Module 7, Lesson 8
1.5.2 Save workbooks in alternative file Module 1, Lesson 2
formats
1.5.3 Configure print settings Module 7, Lesson 8
1.5.4 Inspect workbooks for issues Module 8, Lesson 3
Skill: Manage data cells and ranges
2.1 Manipulate data in worksheets
2.1.1 Paste data by using special paste Module 2, Lesson 2
options
2.1.2 Fill cells by using AutoFill Module 1, Lesson 3
2.1.3 Insert or delete multiple columns or Module 2, Lesson 1
rows
2.1.4 Insert and delete cells Module 2, Lesson 1
2.2 Format cells and ranges
2.2.1 Merge and unmerge cells Module 3, Lesson 2
2.2.2 Modify cell alignment, orientation, Module 3, Lesson 2
and indentation
2.2.3 Format cells by using Format Painter Module 3, Lesson 1
2.2.4 Wrap text within cells Module 3, Lesson 2
2.2.5 Apply number formats Module 3, Lesson 1
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MOS exam objectives Module/Lesson
2.2.6 Apply cell formats from the Format Module 3, Lesson 1
Cells dialog box Module 3, Lesson 2
2.2.7 Apply cell styles Module 3, Lesson 3
2.2.8 Clear cell formatting Module 3, Lesson 3
2.3 Define and reference named ranges
2.3.1 Define a named range Module 4, Lesson 3
2.3.2 Name a table Module 4, Lesson 3
2.4 Summarize data visually
2.4.1 Insert Sparklines Module 7, Lesson 6
2.4.2 Apply built-in conditional formatting Module 7, Lesson 1
2.4.3 Remove conditional formatting Module 7, Lesson 1
Skill: Manage tables and table data
3.1 Create and format tables
3.1.1 Create Excel tables from cell ranges Module 4, Lesson 1
3.1.2 Apply table styles Module 4, Lesson 1
3.1.3 Convert tables to cell ranges Module 4, Lesson 1
3.2 Modify tables
3.2.1 Add or remove table rows and Module 4, Lesson 2
columns
3.2.2 Configure table style options Module 4, Lesson 2
Module 4, Lesson 4
3.2.3 Insert and configure total rows Module 4, Lesson 2
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MOS exam objectives Module/Lesson
3.3 Filter and sort table data
3.3.1 Filter records Module 4, Lesson 4
3.3.2 Sort data by multiple columns Module 4, Lesson 4
Skill: Perform operations by using formulas and functions
4.1 Insert references
4.1.1 Insert relative, absolute, and mixed Module 5, Lesson 2
references
4.1.2 Reference named ranges and named Module 5, Lesson 2
tables in formulas
4.2 Calculate and transform data
4.2.1 Perform calculations by using the Module 5, Lesson 3
AVERAGE(), MAX(), MIN(), and SUM()
functions
4.2.2 Count cells by using the COUNT(), Module 5, Lesson 4
COUNTA(), and COUNTBLANK() functions
4.2.3 Perform conditional operations by Module 5, Lesson 5
using the IF() function
4.3 Format and modify text
4.3.1 Format text by using the RIGHT(), Module 6, Lesson 2
LEFT(), and MID() functions
4.3.2 Format text by using the UPPER(), Module 6, Lesson 3
LOWER(), and LEN() functions
4.3.3 Format text by using the CONCAT() Module 6, Lesson 4
and TEXTJOIN() functions
Skill: Manage charts
5.1 Create charts
5.1.1 Create charts Module 7, Lesson 2
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MOS exam objectives Module/Lesson
5.1.2 Create chart sheets Module 7, Lesson 2
5.2 Modify charts
5.2.1 Add data series to charts Module 7, Lesson 3
5.2.2 Switch between rows and columns in Module 7, Lesson 3
source data
5.2.3 Add and modify chart elements Module 7, Lesson 4
5.3 Format charts
5.3.1 Apply chart layouts Module 7, Lesson 5
5.3.2 Apply chart styles Module 7, Lesson 5
5.3.3 Add alternative text to charts for Module 7, Lesson 2
accessibility
Additional information
For more information on MOS certification, go to: Microsoft Office
Certification
Detailed student experience:
Working as an intern at
Munson’s
The following sections explain how you will encounter the Munson’s Pickles and
Preserves storyline as part of this course, and how it is the basis for the Cornerstone
activity for each module.
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About Munson’s
Over the decades, Munson’s has grown from its original enterprise of growing and
preserving vegetables to an agribusiness with more than 50 employees and worldwide
markets. The farm now includes a variety of agriculture-related enterprises and is host to
numerous community events.
While still operating in the same small, fertile valley growing high-quality produce for
foodservice and local markets, Munson’s has become known for their dedication to
operating with sound business practices and advanced agricultural technology.
Munson’s partners with a local vocational school to offer a trade internship program at
their farm. As a student studying in this program, you have started a one-year internship
and will be helping various farm teams by creating and updating communications and
documentation specific to the programs and projects they manage.
Module 1: Introduction
You’ve been working as an intern within the finance team of a farming operation. The
finance team is currently working on converting as much paperwork as they can to
digital. You’ve been working with a sales analysist for the past year. Several
inexperienced interns will be starting soon, and they have no prior Excel experience.
You’ve been tasked with teaching the interns Excel basics that will allow them to assist
you with inputting the sales and personnel data. You’ve used Excel only a few times and
you know that you don’t have enough knowledge to teach the interns everything they’ll
need to know to be able to do their jobs. To get prepared, you’re going back to the
basics to make sure you have the skills you’ll need to train the interns.
Module 2: Managing worksheets and workbooks
Munson’s Pickles and Preserves Farm has several honeybee apiaries that they lend to
area farms for crop pollination. They have been tracking the movement of the hives in
workbooks.
You’ve inherited beekeeping workbooks from a colleague that track the locations, dates,
and other associated information about the hives. They are a mess! The workbook, its
worksheets, their columns, rows, and cells are inconsistent in size and format. It’s your
job to tidy these up for easier viewing and structure consistency. In a brief perusal of the
document you’ve noted that:
• Columns and rows need to be resized.
• Information needs to be copied and moved from one area to another while keeping
the associated formatting.
• Panes need to be frozen for easier viewing across many rows and columns.
• Data needs to be repositioned.
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Module 3: Formatting cells
Munson’s Pickles and Preserves Farm is a popular destination for school trips, family
agricultural tourism, and youth summer camps.
A member of the events management team has shown you several fantastic Microsoft
Word documents for the upcoming events. These Word documents were designed
following the Munson’s Pickles and Preserves Farm Style Guide, a document that
provides the branding guidelines for all documents created for the farm.
The internship students, including you, have been asked to help ensure that the events
management team’s existing Excel workbooks follow the Munson’s Pickles and
Preserves Farm Style Guide. Munson’s Workbook Style Challenge for the interns is on!
In the worksheets provided for this module, you must apply formatting to the cells and
cell contents, align content in a cell, merge cells, wrap text in a cell, and apply cell styles.
Don’t worry if you don’t know what all that means. We’ll cover each step as we go along.
Module 4: Managing tables and range data
Munson’s Pickles and Preserves Farm distributes their harvested crops to many local and
regional outlets, including grocery stores, restaurants, farmers markets, and their own
onsite farm stand.
Distribution data is captured in workbooks, but workbooks are not set up for filtering
and sorting the harvest yield, distribution routes, wholesale pricing, retail pricing, and
more.
You have been asked to sort out the disorderly data. Your first task is to create the
tables that capture information such as harvest yield, distribution locations, wholesale
prices, etc. The tables allow you to quickly filter, sort, and find specific information.
Because time is precious, and production on the farm doesn’t stand still, you need to
get this done quickly.
Module 5: Using formulas and functions
Munson’s Pickles and Preserves Farm’s weeklong Fall Festival event has ended. To
prepare for a post-event review meeting, you have been asked to summarize the
number of visitors and determine the sales revenue for the farm event. You have a
workbook containing a worksheet with data logged during the event.
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Module 6: Getting and transforming data
Munson’s Pickles and Preserves currently has a customer list containing customer
names, addresses, and phone numbers in a document file. They need all the information
within that file placed into an Excel workbook. You have been given the task to place the
customer information into the Excel workbook. How would you attempt this task?
Come up with your own ideas on how to complete this task. Be prepared to discuss your
ideas with a partner and then with the rest of the class.
Module 7: Visualizing data
Munson’s Pickles and Preserves is in an extremely favorable climate for solar energy
production. Last year Munson’s invested in a solar array to provide electricity for all
operations. The solar array has been a huge part of the farm’s digital transformation,
and is an exciting project for everyone to witness. Everyone at the farm is proud of the
initiative to move to a renewable source of electricity, and they’ve all been anxious to
know what the data says about the endeavor. In fact, it seems like the entire community
wants to know how well the solar project is going!
A colleague has been collecting as much data as possible related to the solar array and
overall electricity consumption on the farm. He is enthusiastic to share with everyone
that the solar array has made a big difference, but he is having a hard time
understanding the data, let alone explaining it—it really just looks like a bunch of
numbers! Knowing that you’re getting pretty good at Excel, he wants your help to create
visualizations for all this data about solar energy production, consumption, and costs.
You’ll need to add some conditional formatting, charts, and sparklines to help make the
data clear.
Module 8: Preparing to print and checking for issues
The farm would like to start using drones to track crop health. Eventually, the data from
the drones will help make the farm much more productive. But the initial development
cost is high. To help with the costs, farm management executives will meet with a
potential investor next week. Because you’ve gained so much Excel experience during
your internship so far, they’d like your help in finalizing a couple of important
workbooks to print and present to the investor.
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