Excel

Microsoft 365 Excel Advanced Video lessons

Microsoft 365 Excel Advanced class

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Introduction Excel 365 advanced                              

Overview of entire course Excel 365 advanced                                

Chapter 1:  Introduction to Macros                           

Overview                               

Understanding and creating macros part 1                            

Understanding and creating macros part 2                            

Running and editing a macro                         

Chapter 2 Pivot Tables                                  

Overview                               

Creating Pivot Tables                         

Changing and Manipulating Pivot Table Data                                  

Grouping by date and time                            

Grouping by other factors                              

Using slicers to clarify and manipulate fields                       

Using Pivot Charts                             

Chapter 3 Working with lists                         

Overview                               

Query Data with Database functions                         

Outline and Subtotal data Part 1                                

Outline and Subtotal data Part 2                                

Outline and Subtotal data Part 3                                

Chapter 4 Data Analysis tools                                   

Overview                               

Using goal seek                                  

Using solver                           

Using scenario manager                                 

Using data tables                                

Chapter 5: Data management                        

Overview                               

Sorting data                           

Using filters                           

Splitting data into multiple columns                          

Using flash fill                                   

Removing duplicate records                          

Using validation tools                        

Chapter 6  Exchanging Excel data with other programs                               

Overview                               

Embedding objects from Excel                                  

Linking objects from Excel                           

Importing objects into Excel                          

Working with Raw data

Conclusion                 

By computerpy, ago

Microsoft 365 Excel video instruction intermediate lessons

Microsoft 365 Intermediate class – Excel                                            

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Introduction Excel 365 Videos classes Intermediate                                                   

Overview of entire course Excel 365 Intermediate                                                    

Chapter 1 Basic Table features                                                          

Chapter 1 Overview                                                   

What tables are                                                          

Sort and filter data part 1                                                       

Sort and filter data part 2                                                       

Creating and using tables                                                       

Chapter 2  Adding charts and graphics                                                          

Chapter 2 Overview                                                   

What are Charts and Graphs and the difference                                                        

Creating a chart                                                          

Enhancing a chart                                                      

Modifying chart data                                                 

Changing chart types                                                 

Inserting shapes and other features                                                   

Working with chart elements                                                 

Formatting charts                                                       

Inserting pictures                                                       

Creating in-cell charts with sparklines                                                           

Chapter 3 Working with functions                                                    

Chapter 3: Overview                                                  

Using statistical functions                                                     

Calculating present value                                                       

Calculating loan payments and payoff                                                          

Calculating principle & interest paid                                                

Calculating interest rate, auto calculations                                                    

Working with text functions                                                  

Working with ranges                                                  

Using date and time functions                                                           

Working with logical functions                                                         

Copying formula values                                                         

Chapter 4 IF, VLOOKUP, COUNTIF, Power Functions                                                     

Chapter 4  Overview                                                  

Using the IF Function                                                

Using IF with relational operators                                                     

Using the IFS function                                                          

Using VLOOKUP                                                     

Using VLOOKUP approximate table data                                                    

Using VLOOKUP exact table data                                                   

Using COUNTIF Functions part 1                                                    

Using COUNTIF Functions part 2                                                    

Chapter 5 Finalize, Print and Save                                                    

Chapter 5  Overview                                                  

Use proofing help and research tools                                                

exploring the page layout and view tabs                                                       

working with layout and page setup                                                  

changing view options                                                           

Previewing and modifying page breaks                                                         

Adding headers and footers                                                   

previewing and printing the worksheet                                                         

Arranging multiple workbooks                                                          

Adding hyperlinks                                                     

Saving workbooks in different formats                                                         

Emailing a workbook                                                

Chapter 6 Security and Sharing in Excel 365                                                

Chapter 6 Overview                                                   

Unlocking cells and protecting worksheets                                                   

Protecting workbooks                                                

Assigning passwords to workbooks                                                  

Sharing workbooks part 1                                                      

Sharing workbooks part 2                                                      

Tracking Changes                                                      

Conclusion                             

By computerpy, ago

Learn Microsoft 365 Office Excel – Beginner class

Longmont Computer Physicians learning series – Learn how to use and work with Excel 365 from Microsoft Office.  This is an in-depth beginner class and part one of 3 courses Beginner, Intermediate and Advanced.  This course covers new features of Excel 365, Starting up and working with Excel, creating new workbooks, Organizing your worksheet, Basic formulas, Using templates and themes, and a downloadable Test Quiz is included at the end.

This Excel 365 class is taught by a Microsoft Certified Professional and Comptia A+ Computer consultant from Longmont, Colorado. He has been the President and owner of Computer Physicians, a Longmont, CO computer repair, networking and software company for the past 20 years. He has 3 college degrees in computers which include computer science, programming, networking and GIS. He has programmed, designed, and created professional software programs. He has helped and taught over 3,000 clients how to use Microsoft computer software, hardware and peripherals in Longmont, Boulder, Denver, Erie Colorado as well as across the country.

Microsoft 365 Beginner class – Excel
Microsoft 365 Intermediate class – Excel
Microsoft 365 Advanced class – Excel

Chapter 1: New Features for 365
Overview
How Excel is different from older versions
What is new in Excel 365
How new features are added
365 using Office and Excel
365 in the Cloud
Example of a Excel wookbook/worksheet
Chapter 2: Starting up Excel
Overview
Opening up a workbook and worksheet
The Excel Screen
Difference between a workbook, worksheet and spreadsheet
cells, gridlines, entering data, sheet tabs
The Title bar, Quick access tool bar and namebox
File tab, backstage minitool bar
Customizing and using the Ribbon and KeyTips
Finding and replacing data, undo/redo,  copy and paste, selecting cells
scrolling, adjusting columns, rows
 inserting and deleting rows and columns, adjusting cells
Using Autofill
Using Comments
The file, view tab,  workbook window, status bar
zoom slider
font styles and effects
Chapter 3: Creating new workbooks
Overview
Entering text, numbers and dates
Editing data
More on Editing data
Designing borders and backgrounds
opening and saving workbooks
excel file formats
using conditional formatting
Chapter 4: Organizing your worksheet
Overview
Freeze panes
Split panes
creating, renaming hiding, unhiding worksheets
Format Painter
Alignment and wrap text
Formatting numbers and dates
copying and moving worksheets
hiding and unhiding rows and columns
copying and pasting data numbers, using paste special
Chapter 5: Basic Formulas
Overview
Formulas and functions
Creating basic formulas
Sum a column of numbers, autosum
copying a formula to other cells
simple formula syntax
inserting functions
auto calculate
add, subtract, multiply and divide cells
editing a range of cells
Chapter 6: Using a Template
Overview
Creating and using templates
Applying styles and themes
Conclusion
By computerpy, ago

How to use the IF function with relational operators with Excel in Microsoft and Office 365

As part of our series of helping customers with their small business needs Longmont Computer Physicians, LLC is offering these free classes on how to use different software programs. Here is our instructional video on using Microsoft Excel spreadsheets.

Microsoft 365 Beginner class – Excel
Microsoft 365 Intermediate class – Excel
Microsoft 365 Advanced class – Excel

 

The IF function in Excel is one of its logical functions, which evaluate to either a “TRUE” or “FALSE” value. The IF function in Excel lets you perform a logical test on a cell’s value and then return a result based on whether or not the cell’s value passes or fails the test. The IF function is similar to an “If…then…else” coding statement. You must know at least three different arguments to write a logical function. The first argument is the “logical test” to apply to the cell. The second is the cell value or formula to return if the test returns a “TRUE” value or “passes” the logical test. The third is the cell value or formula to return if the test returns a “FALSE” value or “fails” the logical test. The syntax of the IF function is: =IF(logical_test,true_response,false_response) If you want the formula to display a text value for the true response or false response, then you must place the text value inside double quotation marks (“ ”). If you want the function to display a date, it must be enclosed within pound signs (##). The only time you wouldn’t mark the data type of the value to return is if you want the function to display a numerical result or calculate a formula. Often, you may want to know if a cell passes or fails multiple logical tests.

One way to apply multiple logical tests to a cell is to use nested logical functions. A “nested” logical function in Excel is one that places the cell through a second logical test if it “fails” the first. These functions are useful for determining the value of a cell by placing it through several different tests, displaying different results based on which test it passes. You can nest up to 127 additional IF statements behind your original, if needed. The syntax for these are: =IF(logical_test _1,true_response,IF(logical_test_2,true_response,false_response)) You must remember to close all open parentheses for every IF statement you nest within the logical function at the end of the formula. In this case since there are two IF statements, there are two closing parentheses at the end of the formula. Alternatively, if using Excel 2019 or later or using Excel as part of Office 365, you can use the new IFS function to pass a cell though multiple logical tests and return a value for the test it passes. The IFS function replicates the features provided by nested IF functions, but uses a simpler, streamlined syntax. We’ll examine the IFS function in a later lesson.

In addition, you may also want to know if a cell meets multiple criteria at the same time. You can use the AND and OR functions to find this out. The AND function returns a “TRUE” value if the evaluated cell passes all the logical tests listed after the AND function. The OR function returns a true value if the evaluated cell passes any of the logical tests that follow the OR function. Note that you can evaluate up to 255 different logical tests after the AND and OR statements. When you look at how you can combine these tests with the IF function or nested IF functions, you can see how you can start to become a very powerful formula creator. Combining these Excel functions lets you place cells through a battery of tests, and then decide what function to perform or value to display, based on the results from the tests. The general syntax when combining the IF function with the AND and OR functions is as follows: =IF(AND(logical_test_1,logical_test_2,logical_test_3,etc.),true_response,false_response) =IF(OR(logical_test_1,logical_test_2,logical_test_3,etc.),true_response,false_response) The IFS function is only available in Excel 2019 or later or Excel as part of an Office 365 subscription. The IFS function in Excel lets you pass a cell through a series of logical tests and then return a value based on which logical test the cell passes. This provides a very similar functionality to using multiple, nested IF statements. When using Microsoft Office Excel 365.

By computerpy, ago

How to create charts and graphs with Excel in Microsoft Office 365

As part of our series of helping customers with their small business needs Longmont Computer Physicians, LLC is offering these free classes on how to use different software programs. Here is our instructional video on using Microsoft Excel spreadsheets. 

Microsoft 365 Beginner class – Excel
Microsoft 365 Intermediate class – Excel
Microsoft 365 Advanced class – Excel

Excel lets you easily create charts from the data in a worksheet. Charts are useful for times when you want to create visual representations of the worksheet data for meetings, presentations, or reports. To insert a chart, select the cell range that contains the data for the chart. Be sure to also select the data’s adjacent row and column labels to automatically apply them to the chart, saving you the step of selecting them later. You can adjust your data selection later, if needed, but selecting the data first lets you see chart previews more clearly. Next, click the “Insert” tab in the Ribbon. In the “Charts” button group are the types of charts you can insert. Starting in Excel 2019, two new chart types appear in this button group. You can access the new “Funnel” and “Map” chart types by clicking them within their respective chart type drop-down buttons in the “Charts” button group on the “Insert” tab of the Ribbon. Alternatively, you can select them after clicking the “Recommended Charts” button in the “Charts” button group on the “Insert” tab of the Ribbon.

One way to insert a chart is to click the “Recommended Charts” button in the “Charts” button group on the “Insert” tab of the Ribbon to open the “Insert Chart” dialog box and display the “Recommended Charts” tab. This tab shows the types of charts Excel thinks would best illustrate your selected data. You can click the choices at the left side of the tab to see a preview of the chart appear to the right. To insert one of the chart choices into the worksheet, click it to select it in the listing at the left side of the tab. Then click the “OK” button at the bottom of the “Insert Chart” dialog box. Another way to insert a chart based on your currently-selected data is to click the button that represents the general chart type to insert within the “Charts” button group on the “Insert” tab of the Ribbon. Then click the specific chart subtype to insert in the button’s drop-down menu. To view all the chart type choices and then insert a selected chart type, click the “See All Charts” button in the lower-right corner of the “Charts” button group to open the “Insert Chart” dialog box. To show all the available chart choices, click the “All Charts” tab. On this tab, you can select a major chart type from the listing at the left side of the dialog box. You can then select the specific subtype to insert by clicking the desired subtype in the list at the right side of the dialog box. To then insert the chart of the selected subtype, click the “OK” button at the bottom of the dialog box. Using any of these chart insertion methods inserts a chart of the selected subtype as an embedded chart object in the current worksheet. The next thing to note is that when a chart object is selected, a new contextual tab then appears in the Ribbon.

This is the “Chart Tools” contextual tab and it consists of two tabs, “Design” and “Format.” You use the buttons in the various button groups on these two tabs within the “Chart Tools” contextual tab to change the selected chart objects. When a chart is selected in Excel, a two-button or three-button grouping of chart options appears at the right side of the selected chart, depending on the chart type you inserted. The buttons are, from top to bottom, “Chart Elements,” “Chart Styles,” and, optionally, “Chart Filters.” You can also use these buttons to change your selected chart. When you insert a new chart into a worksheet, the entire chart is initially selected. The “Chart Tools” contextual tabs then appear in the Ribbon. Two or three drop-down buttons then also appear at the right side of the chart. When editing charts, the first task with which to familiarize yourself is selecting chart elements. Note that a chart is not a single object, but rather, is a complex object comprised of many smaller, selectable objects. You must know exactly which chart element is selected before starting any procedure, like formatting or editing the chart. One way to select chart objects is by using your mouse. You can click the individual chart elements to select them. To select the entire chart, click into the “Chart Area.” The Chart Area is the blank area surrounding most of the actual chart elements. For Microsoft Excel spreadsheets. Using Excel.

By computerpy, ago

How to Create and Use Tables with Excel in Microsoft 365 and Office 365

As part of our series of helping customers with their small business needs Longmont Computer Physicians, LLC is offering these free classes on how to use different software programs. Here is our instructional video on using Microsoft Excel spreadsheets. 

Microsoft 365 Beginner class – Excel
Microsoft 365 Intermediate class – Excel
Microsoft 365 Advanced class – Excel

Excel can store information in tables. An Excel table is information saved in a table format and explicitly defined as a table in Excel. When you store information in a table format, you place the different types of information to collect in columns, called “fields” in database terminology. Each “field” contains a separate type of information. Examples could be: “First Name,” “Last Name,” “Title,” “Address,” “City,” “State,” and so on. Each row in the table is called a “record.” A record is a single entry in which you record each type of field information about a single instance of the subject of your table. For example, within a “Customers” table that contains the fields in the previous example, a record in that table might contain the information: “John,” “Doe,” “Mr.,” “111 Nowhere Ln.,” “Anytown,” “MI.” When entering data into a table, avoid creating entirely blank columns or rows! Having entirely blank columns and rows in a table can often lead to problems with sorting and filtering table data. Before you create a table in Excel, consider the information you must collect. Sometimes, it is easier to think of the fields to create after thinking of the subject of the table, first. For example, to create a table to record customer data, you must think about what information you want to collect about your customers.

The types of information you decide to track become the “fields,” or columns, in your table. For the purpose of the example, assume you decided to record your customer’s name, address, city, state, and zip code. When thinking of the table’s field structure, you need to consider how detailed to be with the customer’s information. Poor decisions in the planning phase can be problematic later. For example, do you want to record the customer’s name in one field or more than one field? If you ever want to sort the database by the last name of the customer, you will probably want to store the customer’s name in at least two fields: “firstname” and “lastname.” Noting little things like this during the creation process can save time in editing the table structure later on, after it becomes a problem. After deciding what information to record in which field, enter the titles of these fields as the top row of the table.

The top row in a table is a special row and is often called the “header row.” It is always the top row in a table and it displays the names of the fields for which you are collecting data. After creating the header row, you can then define it as a “table” in Excel to enable the table management features. To do this, select the cells within the header row. Then click the “Table” button in the “Tables” button group on the “Insert” tab of the Ribbon. In the “Create Table” dialog box that appears, the reference to the selected cells appears in the “Where is the data for your table:” field. Check the “My table has headers” checkbox and then click the “OK” button. Doing this then creates the table area within the worksheet and adds a new row into which you can enter your first table record.

Another way to create a table in Excel is to create the header row of your table and then enter as many records as you want to initially record. Then click and drag over the entire table, including the header row and all the table’s records, to select it. After selecting it, click the “Format as Table” button in the “Styles” button group on the “Home” tab of the Ribbon. Then select the table style to apply from the dropdown menu that appears. At this point, the “Format As Table” dialog box then appears. The range of selected cells also appears in the “Where is the data for your table?” field. If your table has a header row at the top of the table, be sure to check the “My table has headers” checkbox. Then click the “OK” button to apply the selected style, and also define the range of cells as a table. Note that each field within the header row of a table has a drop-down button in it. These are “AutoFilters,” which you use to filter data in the table. We will look at using those in a later lesson. Also notice that the table has a different formatting than the rest of the worksheet area in Excel.

By computerpy, ago