Summaries For Test Final
Summaries For Test Final
3D Reference
o B6
o =SUM([October worksheet tab press and hold shift key and drag to December]
o B6 tick button
o Select cell C6 =
o B6/B18
o F4
o Enter
And function
o H4
o Formula tab: Logical
o AND
o Logical 1: F4>3 Tab
o Logical 2: G4>4 Ok
Arrhythmic operators
o G4 =
o C4 + C4 * E4 – F4
o Enter
Average function
Averageif function
o I4
o Formula tab
o Averageif
o More functions statistical
o Range: D4:D18 Tab
o Criteria: Retainer Tab
o Range: E4:E18 Ok
Averageifs function
o I6
o =AVERAGEIF(E5:E18,C5:C18,”Blue”,D5:D18,”Fire”)
o Enter
Concat function
o E4
o Formula tab
o Text botton concat
o Text 1: C4 Tab
o D4 Tab
o C17 Ok
Conta function
o F19
o Formula tab
o More functions
o Statistical
o Counta
o Value 1: F5:F18 Ok
o B7: Copy
o C7: Paste
Count function
o D19 =COUNT
o D5-D18)
o Enter
Countblank function
o J3
o =COUNTBLANK(G4:G17)
o Enter
Countif function
o J5
o =COUNTIF(G5:G18,”TX”)
o Enter
o B20
o Formula tab
o Defined name arrow
o Revenues_2020
o Direcr_costs_2020
o Operating_expenses_2020
o Ok
o B6
o =revenues-direct names
o Enter
External reference
o B7
o Select B7 in right corner to D7
o Tick button in formula bar
Hlookup function
o E4
o Formula tab
o Insert function
o Or select a category: Lookup and reference
o Hlookup ok
o Lookup value: C4 Tab
o Tane array: H3:K4 Tab
o Row…:2 Ok
IF function
o F4
o Formula tab fx-insert function
o Or select a category: Logical
o Ok
o Logical text: E4>100000 Tab
o Yes tab
o No
o Ok
o Enter
o C13
o Bo: formula bar
o Na: = type (IFERROR
o After all: ,”Invalid Job”)
o Enter
Ifs function
o C5
o Formulas: Logical
o IFS
o Value if true: “M1”
o Logical test: G5>250000
o Value if true: “M2”
o Logical test: TRUE
o Value if true: “M3”
o Enter
Left function
o H5
o =LEFT(C5,2)
o Enter
Max function
o B19 fx
o Or select a category: Statistical
o Max
o Ok
o D4:D17
o OK
Maxif function
o H3
o =MAXIFS(E4:E21,C4:C21,”Construction”,D4:D21,2)
o Enter
Median function
o D21
o Fx button
o Search median
o Go
o Median
o Ok
o Number 1: D4:D18
o OK
Min function
o Autosum arrow
o Min
o Enter
Minif function
o H3
o =MINIFS(E4:E21,C4:C21,”Construction”,D4:D21,2)
o Enter
o C6
o =C5*$B6
Nested formula
o F5
o Fx
o Or select a category: Logical
o If Ok
o Logical test: D5=3 Tab
Offset function
o F1
o Formula tab
o Lookup and references
o Offset
o Reference: A5 tab
o Rows: 2 tab
o Columns: 3 Ok
Or function
o F5
o Formula tab
o Insert function
o Or select a category: Logical
o Or
o Logical 1: E5>250000 tab
o Logical 2: D5>3 Ok
Order of operations
o B14 =(B9+B10+B11)*12
Proper function
o D5
o =PROPER(J5))
o Enter
o D8
o Formula tab
o Trace precedents
o B3 to B11 drag
o Small block quick analysis at bottom right corner
o Totals
o Sum
o B7
o =B5-B6
o Enter
Right function
o H5=RIGHT(C5,2)
o Enter
Round function
o B6
o =ROUND(J6,0)
Selecting cells
o B19
o =B5-B6-B18
o Enter
Structured references
o E5
o [Bonus%]*[2020 Sales]
Sum function:
o B17
o =SUM(B5:B16)
o Enter
SUM function
o B16
o Auto sum button
o Enter
Sumif function
o J5
o =SUMIF(D5:D22,3,F5:F22)
o Enter
Switch function
o F5
o =SWITCH(E5,1,”Dallas”,2,”Deerfield”,3,”New York”,4,”San Diego”)
o Enter
Textjoin function
o F5
o =(”space”,TRUE,E5,D5)
o Enter
Today function
o B2 Formula tab
o Date and time
o Today Ok
Transpose function
o A4
o E13 select
o =TRANSPOSE(A17:J21) (Not enter)
o Control, shift, enter
Vlookup function
o E5
o =VLOOKUP(C5 G5:H10,2)
o Enter
Worksheet reference
o B8
o =B6-(switch workbook)
o View tab
o Switch windows
o 2: Rockland expenses: B14
o Enter
Excel Conditional Formatting and Data Validation:
o Data tab
o Data validation error
o Circle invalid data
o Drag B4:B15
o Conditional formatting
o Clear rules
o Clear rules form selected cells
o D6
o Data tab
o Data validation
o Settings
o Allow arrow: whole number
o Min: 1
o Max: 5
o Ok
o B4:B15
o Conditional formatting
o Data bars: Green
o A5:J18 (drag)
o Conditional formatting
o Highlight cell rules
o Duplicate values
o Values with arrow
o Custom format
o Fill yellow
o Ok
o B4:B15
o Conditional formatting
o Highlight cell rules
o Less than 50000
o Format
o Cell arrow: yellow fill
o Ok
o D6
o Data tab
o Data validation
o Input message
o Title: rating parameters
o Input message: enter a whole number from 1-5
o B4:B15
o Conditional formatting
o New rule
o Select rule: format only top/bottom rankle values
o Top: [10] change to 5
o Format
o Fill: Blue
o Ok ok
o D5:D8
o Conditional formatting
o Data bars
o More rules
o Number
o Max arrow: number
o 75000 Ok
o B4:B15
o Bottom right button appear
o Data bars
Excel Pivot, Tables, Scenario and Solver:
o A5
o Pivot table fields opens
o Select February checkbox
o Select March checkbox
o F5
o Analyze tab
o Field, items and sets button
o Calculated field
o Name: Q1
o Double click January
o Type + in Formula double click February
o + double click March
o Ok
o Data tab
o Solver button
o Add
o Cell reference: D16 box click on spreadsheet
o Constraint: 9
o Ok
Create scenario
o Data tab
o Forecast
o What if analysis
o Scenario manager
o Add
o Scenario name: moderate
o Tab
o Changing cells: J4,J6
o OK
o 1:.03
o 2:.04
o OK
o Moderate
o Show
o E5
o Analyze tab
o Field settings in active field group
o Custom name: RENAME FIELD
Data research
o A4
o Analyze tab
o Show: Field list
o Show: field list again
o B5
o Analyze tab
o Drill down button
o Limited + button on left of it
o Click drill down button again
Edit scenario
o Data tab
o Forecast: what if analysis button
o Scenario manager
o Bonus only scenario
o Edit Ok
o 1:0
o 2:.15
o Ok
o Show
o A4
o Analyze
o Field headers (right side)
o A4
o Analyze
o Right side: field button list (top one)
o Move branch to columns
o A4
o Choose fields to add to report: click and drag region button to the choose fields to add to report
to filter area
o A3
o Select region checkbox
o Southern
o Press and hold
o Control key
o Click Western button and release
Getpivotdata function
o H5
o =pivot table worksheet tab
o B4
o Tick button
o A2
o Insert
o Recommended charts
o All charts: Ok
o A4
o Insert tab
o Table button (left side) select pivot table
o Range: branch sales
o Select two settings: select a table or range and new worksheet
o Ok
o Pivot table fields opens
o
Layout of Pivot table
o B5
o Design tab
o Report layout
o Show in outline form
o A4
o Project category move to rows area (above branch)
o Drag system to the bottom of branch
o A5
o Sum of January in values table
o Field settings
o Number format button on bottom
o Category: accounting
o Decimal places: 0
o Ok
o Ok
o Pivot table
o New worksheet select
o Ok
o Clients arrow
o State
o Client name box
o Projects arrow
o Estimate
o Hours
o A2
o Power pivot
o Add to data model
o Close button
o A4
o Insert tab
o Recommended pivot tables button
o Blank pivot table button
o A4
o Filters: region
o Click and drag to excel spreadsheet
o A4
o Rows area at bottom:
o Click and drag location field so it is above region field and then release the mouse button
o Data tab
o Forecast: what if analysis
o Scenario manager
o Summary
o Result cells: D5,D9,D13
o OK
o Data tab
o Forecast: what if analysis
o Scenario manager
o Select best case
o Show
o A4
o Analyze
o Insert slicer region Ok
o Data tab
o Solver
o Solve at bottom of screen
o Reports: answer
o Ok
o Answer report one sheet to view report
o Data tab
o Solver
o Set objective: E28
o To: Value of
o 200000
o By changing variable cell: D16
o Solve
o Ok
Solver to excel
o Data tab
o File tab
o Backstage view
o Options
o Add-ins on left side of screen
o Bottom of screen click go
o Click solver add-in checkbox
o Ok
o A4
o Design tab
o Move button lines
o Medium: 6th
o B4
o Analyze tab
o Filter: insert timeline
o Data checkbox to select it
o Ok
Excel Additional Training:
o A5
o Design tab
o Table style
o More
o Medium section: green
o Data
o Solver
o Add
o Cell reference: click cell D16
o Constraint: 900
o Ok
o Close
o Data tab
o Solver
o Set objectives: E28
o To: value of
o 200000 in box type
o By changing variable cells: B16
o Solve
o Ok
Delete a row
o A5
o Analyze
o Show
o Field list
o Branch – move to columns field
o A3
o Click region checkbox
Field to values area of pivot table
o A5
o February checkbox
o March checkbox
o A4:E19 select
o Format as table
o Click style
o Ok
Goal seek
o B20
o Data tab on ribbon
o Forecast
o What if analysis button
o Goal seek
o Set sell: B20
o To value: 1000 tab
o Click cell B5
o Ok
o Ok
o A4
o Insert tab
o Tables: pivot table
o Ok
Name a table
o A4
o Design tab
o Table name: clients
o A5
o Sum of January click
o Field setting click
o Number format at bottom of screen
o Accounting
o Decimal places: 0
o Ok
o Ok
o D5
o =B4
o Enter
o G5
o =B9
o Enter
o D5:G13 Select range
o Data tab
o Forecast
o What if analysis menu
o Data table
o Row input cell:
o Column input cell: 14
o Ok
o A2
o Power pivot tab
o Add to data model
o Close button
o A3
o Create button
o Table arrow: consultants
o Related table arrow: billed
o Column foreign arrow: last
o Ok
Rename worksheet
o Cells: format
o Rename sheet
o Sheet 1 rename
o Enter
Scenario create
o Data ribbon
o Forecast
o What if analysis
o Scenario manager
o Add: scenario name: Moderate
o Chancing cells: J4,J6
o Ok
o 1: .03
o 2: .04
o Ok
o Click moderate
o Show
o Data tab
o Forecast: What if analysis button
o Scenario manager
o Summary button
o D5,D9,D13
o Ok
o
Excel Charts:
3D Pie Chart
o Click chart
o + on right
o Axis title checkbox
o Horizontal: type name
o Vertical: type name
o C3
o Click on chart
o Design tab
o Type
o Ok
o Click chart
o Click chart legend
o Click and drag to upper right corner
Chart style
o Click chart
o Design tab
o More button (right arrow down)
o Choose style
Chart element
o Click chart
o Design tab
o Add chart element on left
o Chart title: above chart
o Click chart
o Right side of chart plus button (+)
o Data label arrow
o Inside end
o Drag A4:D8
o Insert tab
o Insert column or bar option
o 3D chart first one
Combination chart
o B3:D17 Select
o Insert tab
o Recommended charts
o All charts
o Combo on left side of screen click
o Select
o Years as clients: click secondary checkbox to select it
o Ok
o Drag B4:B15
o Conditional formatting
o Data bars: Green data bar option
o Click chart
o Design tab
o Data: select data
o Select range
o Click Ok
o Click chart
o Click chart element button
o Click data table checkbox
o D5:D8 Select
o Conditional formatting button
o Data bars: choose
o More rules
o Min and max change
o Max: number
o Type 75000 to replace existing
o Click Ok
o Click chart
o Chart element button
o Data label arrow
o Click more options
o Percentage checkbox
o Deselect value checkbox
o Label position: inside end
o Close button
o Click chart
o Chart element button
o Data labels arrow
o More options
o Label options
o Number arrow
o Category arrow
o Currency
o Decimal box: 0
o Enter
o Close button
o Click chart
o Design tab
o Data
o Select data
o Horizontal: edit button
o Inter new range:SELECT A5:A8
o Ok Ok
o Drag A5 to D8
o Insert tab
o Recommended charts
o Stacked column option
o Click chart
o Click green plus button
o Point to legend and go to arrow to select right
o Click chart
o Design tab on ribbon
o Move chart button
o Object in: arrow – 3 year sales forecast
o Ok
o Click chart
o Design tab
o Move chart button
o New sheet
o Ok
o Click chart
o Right click value axis
o Click format axis
o Number arrow
o Click category arrow
o Click currency
o Close button
o Click chart
o Design tab on ribbon
o Data group: data button
o San Diego entry click remove
o Ok
Resize chart
o Click on chart
o Format
o Size
o Chart legend
o Right click chart legend
o Format legend
o Click middle effect button (vyfhoek)
o Shadow arrow
o Presets arrow
o Choose shadow
o Close button
o Click chart
o Design tab
o Data: switch row and colum
Bookmark insert
o Insert tab
o Links: bookmark
o Type something
o Add
Caption insert
o Select picture
o References tab
o Captions: insert caption
o Enter new caption after figure 1
o Numbering
o Format arrow: select option
o Ok
o Ok
o After text
o Reference
o Captions: cross reference
o Reference type arrow: heading
o For which heading: benefits
o Insert
o Close
o Control
Delete break
o Select
o References tab
o Index: mark entry
o Mark all
o Close
Index insert
o References tab
o Index: insert index
o Formats arrow
o Classic
o Ok
o Insert
o Header and footer: page number
o Format page number
o Number format arrow
o Start at:
o Ok
o Insert tab
o Header & footer
o Page numbers
o Top of page
o Select style
o Close header and footer tool
Pictures compress
o Click picture
o Format tab
o Adjust: compress picture
o Apply only to tgis picture click to deselect
o Email (96) option click
o Ok
o View tab
o Outline
o Design system heading: left side is promote
o Change levels: right is demote
o Paragraph
o Show hide
o (p) to show
o Click again to hide
Specify different odd and even pages for header and footer
Table of contents
o References tab
o Table of contents button
o Table one select
Table of figures
o Reference tab
o Captions: insert table of figures
o Ok
o Click
o Type
Update field
o Layout
o Dialog box launcher
o Page setup dialog box
o Layout tab
o Vertical alignment arrow: center
o Ok
Word Basic Formatting:
o Click picture
o Format: view more button
o Select
o Home tab
o Select: select all
Character spacing
o Select word
o Regs van font arrow
o Advance
o Position: expanded
o Spacing
o X2 = 1.2
o Ok
o Copy text
o Click blank space
o Paste button
Continue numbering
Formatting find
o Home button
o Editing button
o Find
o Search for more button
o Advanced find
o More button
o Format button
o Font
o Find next
o Close
o Select text
o Styles: arrow in right corner
o Style inspector button
o Click magnifying glass (for a second time)
Formatting restrictions
o Developer tab
o Protect: restrict editing
o Click and select first option
o Click settings
o Click block theme or scheme switching button
o Ok
o Click no
o Start enforcement
o Yes
o
o Click in paragraph
o Drag marker (top)
Gridlines
o View
o Gridline tick
Hanging indent
o Click in parafraph
o Paragraph
o Arrow right corner
o Special: hanging
o By: .2
o Ok
o Click
o Drag marker to the left of paragraph
o Drag right indent to 6 inch
o Click button
o Paragraph: increase = demote (right)
o Paragraph: decrease = promote (left)
Move text
o File
o New
o Business flyer
o Create
o Select paragraph
o Insert tab
o Text: text box
o Draw text box button click
Paragraph shading
o Select
o Paragraph: shading
o Click blue accent one
o Click paragraph
o Style: more button arrow in right corner
o Create a style
o File
o Print
o Letter
o Legal
o 1 age per sheet
o Scale to fit paper size
o legal
o Beginning of date
o Click and drag off ruler left
o Blank space
o Paragraph: launcher arrow in corner
o Tabs click
o Tab stop option: Type 6
o Leader: 2
o Set
o Ok
o Type overview
o tab
o Layout
o Under hyphenation the arrow click
o Layout tab
o Vertical alignment arrow
o Center
o View
o Zoom
o Select
Word objects:
Auto fit
o Layout
o Cell size
o Auto fit
o Select all
o Layout
o Alignment
o Align center
o Select
o Format
o Adjust
o Artistic effects
o Select
o Select
o Format
o Picture effects
o Format
o Border
Crop a picture
o Select
o Format tab
o Size
o Crop
o Click
o Format tab
o Adjust
o Corrections
o Select
o Click
o Layout
o Alignment
o Text direction
o Alignment
o Text direction
Chart axis
o Select chart
o Plus button
o Chart axes: arrow
o More options
o Text options
o Text fill
o Color arrow
Chart border
o Select chart
o Format tab
o Shape styles
o Shape outline
o
Compress picture
o Click picture
o Format tab
o Adjust: compress pictures
o Apply only to this picture to deselect
o E-mail 96 click
o Ok
o Insert
o Table: convert text to table
o Ok
o Select table
o Layout
o Data: convert to text
o Paragraph marks
o Ok
o Select table
o Layout tab
o Cell size: distribute rows/ columns
o Type all
o Tab
o 208 in right cell
Formulas in table
Gridlines
o Place anywhere in table
o Layout tab
o View gridlines
o Insert
o Illustrations
o Pictures
o Insert tab
o Illustration
o Online pictures
o Search
o Insert
o Select row
o Layout tab
o Merge cells
o Click in table
o Design tab
o Table style gallery: right click for shortcut menu
o Modify style
o Fill color arrow: change
Quick table
Recolor picture
o Select
o Format
o Adjust: color
o Select picture
o Format tab
o Adjust: remove background
o Mark areas to keep click
o Click and drag pink section of globe
Resize
o Place in table
o Layout tab
o Data: sort
o Sort by: arrow: team member
o Ascending order
o Then by: client
o Ok
o Place in cell
o Layout
o Split cells
Watermark
o Design tab
o Watermark: custom watermark
o Picture watermark
o From a file
o Double click logo