
If you would like to work along with the instructor, please download the attached .zip file, which contains all the files used throughout this course.
Navigate a workbook by switching between sheet tabs with the tab bar, arrows, and ctrl+page up/down. Create a cumulative sheet to reference data across four months and previous sheets.
Color code workbook tabs to visually separate quarters. Right-click a tab to choose tab color and assign green to January–March, purple to year-to-date for quick overview.
Learn how to move and copy sheets within a workbook using drag-and-drop or the move or copy dialog. Duplicating a sheet preserves formatting, formulas, and column widths, with easy renaming.
Move a sheet from one workbook to another in Excel, by creating a copy and ensuring the destination workbook is open before transferring.
Group January through March to print all first-quarter expenses together, using shift for consecutive tabs or control key for non-consecutive tabs, then ungroup by selecting another tab.
Group worksheets in Excel 2007 to format all selected sheets (January through May) at once; changes propagate across the group, so ungroup before editing data to avoid unwanted updates.
Master 3-d formulas that sum across multiple sheets to produce a year-to-date total, using hotel expenses example from January through May, with shift to select the sheets and press enter.
Learn to monitor changing spreadsheet data using the watch window in Excel 2007 intermediate, add cells to watch, resize columns, and track the average, maximum, and total.
Learn range name rules in Excel 2007: no spaces or hyphens, begin with a letter or underscore, avoid cell-address patterns, stay under 255 characters, and use underscores to separate words.
Learn how to name ranges in Excel 2007 by using the name box to create team_1 and other named ranges, with simple steps and examples.
Create named ranges in Excel 2007 using the name box to label ranges like Team_2 or Atlanta_total, enabling quick navigation and easy toggling between team data.
Excel creates named ranges from a selected area using the create from selection option, naming monthly and location data from the top row and left column for quick navigation.
Learn how to use Excel's name manager to view, edit, delete, and redefine named ranges, add comments, and create names from selections using the name box or define name.
Learn how named ranges improve navigation and formulas in Excel 2007, using January, March, and YTD names to build clearer, self-explanatory calculations with auto complete and watch window.
Learn to use three-dimensional range names to sum data across multiple sheets quickly, replacing long formulas with clean, readable range names for easier reading and sharing.
Master outlines and subtotals in Excel 2007 by grouping monthly columns into quarters, using the data tab to hide and unhide with the minus and plus signs.
Enable Excel to automatically outline data by selecting in the data area and using auto outline from the group dropdown; learn how labels drive outlining options.
Use clear outline to reset everything by selecting ungroup and choosing clear outline, then contract sections to view different data looks and focus on outcomes in large spreadsheets.
Learn to create subtotals by region in Excel 2007 using the Data tab and the Outline Subtotal dialog, summing quarterly data and revealing regional and grand totals.
Explore how to change the function used in subtotals to compute averages, totals, and regional subtotals, with options for maximum, minimum, standard deviations, and page breaks.
Remove subtotals using the dialog’s remove all option to return to the original data set, undoing added subtotals and extra rows, so you can explore your spreadsheet freely.
Learn how to use paste special in Excel 2007 to paste data with no borders, or paste only values, when moving data between sheets.
Learn how to transpose data in Excel by copying and using the transpose option to switch rows and columns, avoid borders, and understand why copy, not cut, is required.
Copy the subtotal to a new sheet and paste values to preserve numeric results without formulas. Avoid reference errors and create static numbers when source data changes.
Learn to create dynamic links between cells, worksheets, and even separate workbooks in Excel 2007, using formulas to update linked data automatically.
Use the arrange windows tool (arr.all) to tile multiple workbooks side by side, then apply paste special options to copy, paste, and link data across workbooks while testing changes.
Create and format charts in Excel by selecting data, choosing a chart type from the insert tab, and embedding a two-dimensional column chart beside the data.
Move a chart to its own sheet using the loop chart option on the design tab. Name the sheet and print on a single page.
Change a chart type in Excel 2007 using the Design tab dialog, switching from a column to a line chart with pre-formatted options and the ability to change anytime.
Switch the chart data orientation to swap columns and rows without reworking the data, so months move between data and the legend for the series corn, tomatoes, and onions.
Learn to use the design tab’s quick layouts and layout and format options to make charts readable, with titles, axis labels, grids, and optional data tables.
Add and customize chart titles and axis labels in Excel 2007. Choose title position, edit the text, and add horizontal months and vertical bushels labels to clarify the data.
Master formatting the chart axis in Excel 2007 by adjusting the horizontal and vertical axes, grid lines, and plot area, applying fills, textures, gradients, and customizing legends and titles.
Master adding and formatting shapes in Excel 2007 by using insert > shapes to draw lines and arrows, including connectors, between worksheet elements.
Connect shapes and text boxes with connector lines by anchoring arrows to the red handles, so lines stay attached and move with their objects when you reposition them.
Learn to use hyperlinks in Excel 2007 to navigate a workbook, linking a navigation page to sections, sites, and other workbooks with ranges for teams a, b, and c.
Learn to set up a logo as a hyperlink to a named range or a specific tab, enabling quick return to the first sheet and easy navigation within the spreadsheet.
Link to a URL by inserting a hyperlink to an existing file or web page, entering the website address, and clicking OK to launch the browser.
Link to an external Excel file by selecting an object, choosing hyperlink, and browsing to the target file, creating reciprocal links to hop between workbooks.
Explore built-in and online templates in Excel to save time, download invoice templates, customize with your data, and rely on preformatted formulas for totals and tax.
Open saved templates from the my templates option to create invoices faster, then save new work as templates for quick reuse on routine tasks.
Explore building and analyzing workbooks with 3D formulas across multiple sheets, named ranges, watch window, outlines and subtotals, paste special, charts, drawing tools, hyperlinks, and templates in Excel 2007 intermediate.
This course is designed to expand on the skills learned in the Introduction to Excel 2007 training. Specifically this class will focus on using multiple sheets in a workbook, the advantages of working with range names, creating and applying spreadsheet templates, using the outline features and creating subtotals, and understanding all the options found in Paste Special. A significant amount of the course will be spent covering creating and manipulating charts and using drawing tools to annotate charts and spreadsheets.
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