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TEMPLATES ...................................................................................................................................................... 16
Using templates ........................................................................................................................................ 16
Creating templates ................................................................................................................................... 17
Opening and editing templates............................................................................................................... 18
FORMATTING & DISPLAY TECHNIQUES ................................................................................................... 20
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This will display a range of Paste options. In this case select Paste Values.
You will notice that just the values are pasted, without any of the formatting
that was applied to the original table.
Transposing data
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Select the Transpose command. The data should resemble the illustration
below.
Select a text file called Import text.txt. This file is delimited by tab stops.
Click on the Open button. You will see the Text Import Wizard (Step 1 of
3) dialog box, as illustrated.
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Notice that the dialog box has two areas, the upper referring to choices you
can make, the lower showing the data you are about to import. The wizard
looks at your source data and the original file format and determines whether
it is delimited or not. You can choose to alter this decision if you wish. In
this case Delimited text is automatically detected.
Click Next and the Text Import Wizard (Step 2 of 3) dialog box is
displayed. The upper half of this box allows you to select the required field
delimiter. The default is Tab.
You can select the data format for each of the columns. You can also decide
whether you wish to import a column or not. In this case click on the Finish
button to import the text into your spreadsheet. The data should be neatly
separated into columns, as illustrated below:
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Save your data in Excel Workbook format. To this click on the Office
Button and select the Save As command. When the Save As dialog box is
displayed, use the Save as type section of the dialog box to select Excel
Workbook. Use My Delimited File as the file name.
Named ranges
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It is also possible to name cells and ranges so that they can be referred to
using meaningful names, such as sales.
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We are now going to name a range for the Price per Item. Highlight and
select the cell(s) to be named, in this case cell D4. Click in the Name Box
with the mouse and enter the name you want to give to the cell(s), in this
case Price_per_item, and press Enter.
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TIP: If you see an error message, this is because you did not place an
underscore character between the words.
Click on cell
Click on cell
Click on cell
can see this
Having defined a set of named cell ranges, click the down arrow to the right
of the Name Box and select the named cell/range you wish to go to from the
drop down list that appears. Try going to both ranges that you have named.
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The New Name dialog box is displayed and as you can see, has
automatically picked up the name Tom.
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Click on the Formulas tab and then click on the Name Manager icon.
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Select the name you wish to delete, in this case Nyah and then click on the
Delete button. A warning dialog box is displayed, click on the OK button to
confirm the deletion.
Save your changes and close the workbook.
Sub-totaling
Creating subtotals
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Click on the Subtotal icon and within the dialog box displayed, click on the
Remove All button.
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Removing subtotals
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Reapply the subtotals once again and the close the workbook, saving your
data.
Templates
Using templates
Click on the Office Button and select the New command.
This will display the New Workbook dialog box. In this case select the
Installed Templates command (on the left of the dialog box). You should
see the following displayed.
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Select the Billing Statement and click on the Create button and you will
see the following.
Take a little time to examine the workbook that has been created for you.
You can click on the various fields within the document. You can enter values
for billing items and totals will be calculated automatically. After a short time
experimenting, save the workbook as My Billing Statement, and close the
workbook.
If you have time take a look at some of the other installed templates.
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Creating templates
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Click on the Monthly Sales template and then click on the OK button. A
new workbook will be created, based on the template.
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NOTE: You have not opened the template file, you have created a new
workbook, based on the template file.
You can fill in details on the workbook (just make up some data) and then
save the workbook as My New Sales Report. Then close the workbook.
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Click on the Office Button, and then click on the Open command, which will
display the Open dialog box.
In the Files of type section of the dialog box, select Templates.
Select your template file and you can now make changes to the actual
template file. Add your name next to the name field and re-save the file.
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Create a new document based on your template and this time you will see
that your name is now automatically displayed within the new workbook.
Close the workbook without saving your changes.
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This will display a drop down from which you can select a style to apply to
the selected cell(s).
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Table Styles
Formatting tables using table styles
Open a workbook called Table styles.
Select the table within the worksheet.
If necessary select the Home tab and then click on the Format as Table
icon, within the Styles group. This will display a drop down from which you
can select a style to apply to your table. Experiment with applying different
styles and look at the effect it has on your table.
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When you have finished experimenting save your changes and close your
workbook.
Conditional Formatting
Click on the Home tab and then click on the Conditional Formatting icon
(within the Styles group).
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This will display a drop down list. In this case click on Greater Than from
the submenu displayed.
This will display the Greater Than dialog box. We wish to highlight all values
over 50 so we need to enter the number 50, as illustrated.
When finished click on the OK button and you will see that all cells containing
values over 50, are now formatted, as requested.
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If you have time investigate some of the other conditional formatting options.
When you have finished experimenting save your changes and close the file.
Right click on the selected cells and from the popup menu displayed select
the Format Cells command, which will display a dialog box.
Select the Number tab.
From the Category section of the dialog box, select Custom.
Within the Type section of the dialog box, select a format code similar to that
shown below:
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#,##0;[Red]-#,##0
Click on the OK button and the negative balance for the year 2006 will be
displayed in blue.
Save your changes and close the workbook.
If we scroll down the page we would soon see the following. As you can see
the column titles are no longer visible.
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Click on the View tab and from within the Window group select the Freeze
Panes icon.
Now when you scroll down the page the top row containing the column
headers remains frozen and visible at all times.
To unfreeze the pane, click on the Freeze Panes button and select the
Unfreeze Panes command.
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If we now scroll to the right, we will see the following. The row titles are no
longer visible:
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To freeze the first column, click on the View tab and from within the Window
group select the Freeze Panes icon. Click on the Freeze First Column
command.
If we now scroll to the right, the row titles will remain visible, as illustrated:
To unfreeze the pane, click on the Freeze Panes button and select the
Unfreeze Panes command.
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Freezing the top row and the first column at the same time
Click on cell B2 and then click on the View tab and from within the Window
group select the Freeze Panes icon. Click on the Freeze Panes command.
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You will find that the top row and the first column have now both been
frozen.
Save your changes and close the workbook.
The selected row is now hidden. As you can see Carlas details are no longer
displayed.
To unhide the row, select the rows above and below the hidden row, and
right click over the selected rows. From the popup menu displayed select the
Unhide command. The hidden rows will now be displayed again.
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To unhide the column, select the columns on either side of the hidden column
and right click over the selected column. From the popup menu displayed
select the Unhide command.
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Experiment a little more with hiding and un-hiding rows and columns. When
you are finished, save your changes and close your workbook.
To unhide the worksheet, right click on one of the worksheet tabs and from
the popup menu displayed, select the Unhide command.
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You will see a dialog box displayed from which you can select the hidden
sheet you wish to unhide.
Click on the OK button and the hidden sheet will now be displayed again.
Experiment with hiding another worksheet and then save your changes and
close the workbook.
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Click on the Data tab and from within the Sort & Filter group click on the
Sort icon.
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Make sure that the A to Z option is selected within the Order section of the
dialog box.
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Click on the down arrow to the right of the Then by section of the dialog
box, and select First_Name.
Make sure that the A-Z option button is marked within the Order section of
the dialog box.
Click on the OK button and the data will be sorted by second name and then
by first name, as illustrated:
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Custom sorts
Custom sort options
Open a workbook called Custom sorts. This contains details for a small air
travel company, operating flights to different countries that leave on specific
days of the week. We wish to sort the data by the days of the week, but if
we do this alphabetically, we would get the following:
What we want is the list sorted so that we see Mondays flights listed first,
then Tuesday's and so on. To do this we need to perform a custom sort.
Click on a cell within the Day flights Available column.
Click on the Data tab and from within the Sort & Filter group click on the
Sort icon.
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Click on down arrow within the Sort by section of the dialog box, and select
Day flights Available.
Click on down arrow within the Order section of the dialog box, and select
Custom List.
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The Custom List dialog box is displayed. Select the option illustrated.
Click on the OK button and close all open dialog boxes. The list will then be
sorted by weekday, as illustrated.
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Using AutoFilter
Using AutoFilter to query data
Click on the Data tab and from within the Sort & Filter group click on the
Filter icon.
We can click on the down arrows displayed to apply filters to the data. Click
on the down arrow at the top of the Region column, and you will see the
following.
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You will now only see details relating to the North region.
Multiple queries
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So far, we have filtered the data to show only sales in the North region. We
can now add a second filter to show only sales in the North region, over a
certain amount, say 11.
To do this, click on the down arrow in the Units_Sold column and select
Number Filters. From the submenu displayed select Greater Than.
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The data will now be displayed as illustrated below. Only sales above 11
within the North region will be displayed.
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Removing filters
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Top 10 AutoFilter
This will display the Top 10 AutoFilter dialog box. Type in the number 5, as
illustrated and click on the OK button.
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If you wish you can sort these, by clicking on the A-Z Sort icon within the
Sort & Filter group of the Data tab.
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Open a workbook called Advanced filter. This contains a list of names with
company ID numbers. If you look carefully you can see a duplicate, i.e.
Carla is listed twice. In this case, the list is so small that looking for
duplicates is easy, but just imagine trying to do this for a list of thousands of
names. We wish to filter this list to avoid duplicates.
First click on a cell in the Name column. Then click on the Data tab and
from within the Sort & Filter group, click on the Advanced button.
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We will now see the list displayed without any duplicates. Carla is only listed
once.
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Advanced Filter
Enter the following (i.e. "Gina" and "Germany") into the criteria area
beneath the list:
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We wish to sort according to the criteria in cells A25:D26, so click within the
Criteria range box and enter $A$25:$D$26:
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Click on cell A3 and change the value from 2.5 to 3.0. This should
automatically change the data in the Postage and packing column data.
This demonstrates the advantage of linking data - it saves the time it would
take to change each value individually.
Save your changes and close the workbook.
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This will display a drop down list of chart options. Click on the first 2-D chart
option illustrated.
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Change the sales values for the North or South regions and the chart will
automatically update to reflect these changes.
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You have linked data from one worksheet to another worksheet. Notice the
syntax in cell A4. You can use the help within Excel to get more information.
Save your changes and close the workbook
You will see an empty chart placeholder displayed within your worksheet.
Right click on this empty chart placeholder and you will see a popup menu
displayed. Click on the Select Data command.
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Click on the worksheet tab called Chart. You should now be viewing an
empty worksheet.
Click on the Insert tab and from within the Charts group click on the
Column button. Select the first chart within the 2-D options.
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NOTE: You may have to move the dialog box so that you can select the data.
Click on the OK button and the chart will be displayed on the second
worksheet, using that data you selected on the first worksheet.
Try altering the data on the first worksheet and if you switch to the second
worksheet, you should find that the chart has changed to reflect your
changes.
Save and close your workbook.
Switch to the first workbook and select the data in the range A4:C6.
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Now click on cell B3, and the correct formula will be displayed in the formula
bar, (an example of which is illustrated):
Try altering the data in the first workbook and you will see that the data
within the second workbook also changes.
Close the first workbook without saving any changes that you may have
made.
Save your changes and close the workbook.
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This will display the Paste Special dialog box. Select the Paste Link option
and click on the OK button.
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The data will be displayed within Word. To edit the data you need to change
the original data within Excel. Try changing the data within Excel and see if
the data changes as expected within the Word document.
Close Word and Excel without saving your changes.
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The chart will be displayed within Word. To edit the data you need to change
the original data within Excel. Try changing the original data now and make
sure that the chart within Word is updated as expected.
Close Word and Excel without saving your changes.
Click on the cell B3 where we wish the consolidated data to be displayed (on
the first worksheet within the workbook).
Click on the Formulas tab and from within the Function Library group,
click on the AutoSum icon.
Click on the tab of the second worksheet to display the second worksheet.
Highlight the cell or range to be consolidated, in this case cell B2:
While depressing the Shift key, click on the worksheet tabs for the other
worksheets to be consolidated, in this case for years 2005 and 2004.
Press the Enter key and the consolidated value for the three years will be
displayed within the first worksheet.
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If you click on the cell containing the consolidated data (on the first
worksheet) you will notice the following formula in the formula bar:
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Click on a particular slice of the pie chart so that only that slice is selected, as
illustrated.
Right click on the selected pie chart and from the popup menu displayed
select the Format Data point command.
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You can use the Angle of first slice control to set the required angle
(experiment with changing this value).
Click on the Close button to confirm your change.
Save your changes and close the workbook.
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Change some of the font attributes (such as colour and font type).
Experiment with different attributes.
Click on the OK button to view the effects of the changes that you have
made.
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Select the vertical axis again, and right click over it. From the popup menu
display select the Format Axis command.
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Change the Minimum value to 0 (you will have to select the Fixed option).
Change the Maximum value to 60 (you will have to select the Fixed option).
Change the Major unit to 10 (you will have to select the Fixed option).
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Click on the Close button to view the effects. The chart should resemble the
illustration shown:
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Select the value axis again (i.e. the vertical axis). Right click on the vertical
axis and from the popup menu displayed, select the Format Axis command,
which will display the Format Axis dialog box. Click on the Alignment tab,
as illustrated.
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Click on the Close button to view the effects. The chart should resemble the
illustration shown:
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Move the mouse pointer to the edge of the chart title and drag the chart title
to a new location, as illustrated below.
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Right click on the horizontal axis and from the popup menu displayed, select
the Format Axis command. The Format Axis dialog box is displayed.
Select the Alignment tab.
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Enter a value of 45 degrees within the Custom angle section of the dialog
box. Click on the Close button to apply the formatting.
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Click once on the chart itself and the entire pie chart will be selected, as
illustrated:
You will notice that each pie segment has a handle attached to it.
Click on one of the handles, and drag outwards. The effect is illustrated
below. Experiment with dragging all the segments outwards.
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Press the Del key. The result will be similar to that illustrated:
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You can select a data range on your worksheet and drag and drop this
directly into a chart; the new data range will be displayed in the chart,
following on from the previous exercise where we deleted the graphical
display of data for the West region. To add this information to the chart first
we need to select the data relating to the West region, as illustrated:
Press Ctrl+C to copy the selected data to the Clipboard. Click within the
middle of the chart area and press Ctrl+V to paste the data into the chart.
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From the popup menu, select Change Series Chart Type. This will display
the Change Chart Type dialog box. Select the required Chart type, and if
necessary chart sub-type. In this case, select a Line chart in under the
Chart type box:
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Open a workbook called Column gaps. This workbook contains a bar chart
and also a column chart, as illustrated.
Right click on one of the columns (or bars), and from the popup menu
displayed select Format Data Series:
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This will display a dialog box. If necessary, select the Series Options button
within the left of the dialog box.
When you click on the Close button, the effect will be as illustrated:
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This will display the Format Chart Area dialog box. Make sure that the Fill
tab is selected. Click on the Picture or texture fill option.
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Click on the OK button and close any open dialog boxes. Your chart will look
something like the illustration below (depending on the clipart you inserted).
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NOTE: Had you clicked on the File option rather than the Clip Art option,
you could have placed a specified picture onto the chart background.
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Click on the File button and navigate to your samples folder (normally under
the My Documents folder). Select a file called Smile and click on the Insert
button.
Click on the Stack option and then close the dialog box
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Click on the Close button to close the Format Data Series dialog box.
Save your changes and close the workbook.
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The Save As dialog box is displayed. Click on the Tools button (bottom-left
of the dialog box) and from the menu displayed, select General Options.
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Click within the Password to open section and type in a password, in this
case, use the password cctglobal.
TIP: Passwords are case sensitive.
When you click on the OK button, you will see a confirmation dialog box.
Renter the password and click on the OK button.
Within the Save As dialog click on the Save button (bottom-right). You may
see another warning dialog box. Click on the Yes button to overwrite the
existing file.
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Try entering the wrong password and you will see the following.
Click on the OK button and then re-open the workbook, this time with the
correct password. It should open without problems, if it does not check your
spelling and also remember that passwords are case sensitive.
Click on cell C4 and change the value from 28647 to 33333. Save the
changes. As you supplied a password you can change the data in the original
workbook without any problems.
Close your workbook.
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Click within the Password to modify section and type in a password, use
the password cctglobal.
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When you click on the OK button, you will see a confirmation dialog box.
Renter the password and click on the OK button.
Within the Save As dialog click on the Save button (bottom-right). You may
see another warning dialog box. Click on the Yes button to overwrite the
existing file.
Try entering the wrong password and you will see the following.
Click on the OK button. Now enter the correct password and then click on
the OK button. It should open without problems. If it does not open, check
your spelling and also remember that passwords are case sensitive.
Click on cell C4 and change the value from 28647 to 22222 and then save
the workbook. Close your workbook. Because you supplied a password, as
you have just seen you can edit the original workbook and save changes to
the original workbook.
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Reopen the workbook and when you see the following dialog box, click on the
Read Only button.
The workbook will open and if you click on cell C7, you can change the value
to a different value. However if you look at the Title Bar across the top of the
workbook, you will see the following.
The workbook is a read-only document. You have edited the workbook, but if
you wish to save your changes you will need to use a different file name.
Click on the Save icon. You will see the following message.
Click on the OK button and you will see the Save As dialog box displayed.
Save the file using the file name suggested, i.e.:
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Click on the Save button and the workbook will be saved using this
alternative name. Close the workbook.
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Open the workbook containing the password you wish to remove, in this case
a file called Protect workbook 03.
You will see a Password dialog box illustrated. Enter the password (in lower
case) which is:
cctglobal
The Save As dialog box is displayed. Click on the Tools button (bottom-left
of the dialog box) and from the menu displayed, select General Options.
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Now we will add protection to elements within the worksheet. Click on the
Home tab and from within the Cells group, click on the Format button.
From the drop down list displayed click on the Protect Sheet command.
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Try changing some of the numeric data, and you should find that you can no
longer do so. The trouble is you cannot change any of the data, so there is
not much use in opening the sheet. We need to modify the protection so that
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We need to select the cells that we will allow to be edited, once protection is
reapplied. Select the cells C4:C7, as illustrated.
Right click on the selected cells and from the popup menu displayed select
the Format Cells command.
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This will display the Format Cells dialog box. Select the Protection tab.
You will notice that the Locked box is ticked.
Remove the tick, so that the dialog box looks like this and the click on the OK
button to continue.
Click on the Home tab and from within the Cells group click on the Format
button. From the drop down list displayed click on the Protect Sheet
command.
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