50546A-ENU_InstructorGuide

STEP BY STEP COURSEWARE LIBRARY

INSTRUCTOR GUIDE

LEARN MICROSOFT EXCEL 2010 STEP BY STEP LEVEL 3

2

Information in this document, including URL and other Internet Web site references, is subject to change without notice.

Unless otherwise noted, the example companies, organizations, products, domain names, e-mail addresses, logos,

people, places, and events depicted herein are fictitious, and no association with any real company, organization, product,

domain name, e-mail address, logo, person, place, or event is intended or should be inferred. Complying with all

applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this

document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means

(electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission

of Microsoft Corporation.

The names of manufacturers, products, or URLs are provided for informational purposes only and Microsoft makes no

representations and warranties, either expressed, implied, or statutory, regarding these manufacturers or the use of the

products with any Microsoft technologies. The inclusion of a manufacturer or product does not imply endorsement of

Microsoft of the manufacturer or product. Links are provided to third party sites. Such sites are not under the control of

Microsoft and Microsoft is not responsible for the contents of any linked site or any link contained in a linked site, or any

changes or updates to such sites. Microsoft is not responsible for webcasting or any other form of transmission received

from any linked site. Microsoft is providing these links to you only as a convenience, and the inclusion of any link does not

imply endorsement of Microsoft of the site or the products contained therein.

Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering

subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the

furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual

property.

Copyright 2010 Microsoft Corporation. All rights reserved.

Microsoft and the trademarks listed at http://www.microsoft.com/about/legal/en/us/IntellectualProperty/Trademarks

/EN-US.aspx are trademarks of the Microsoft group of companies. All other marks are property of their respective

owners.

Version 1.0

Learn Microsoft Excel 2010 Step by Step, Level 3

3

ABOUT THIS COURSE

OVERVIEW

This one-day instructor-led course provides students with an overview of the more advanced features and

functions of Microsoft Excel 2010.

AUDIENCE

This course is intended for novice information workers who want to learn advanced-level Excel 2010 skills.

STUDENT PREREQUISITES

This course requires that students meet the following prerequisites:

Basic computer knowledge, such as keyboard and mouse skills.

Basic file-management skills. The student should know how to navigate to folders and files on a computer running Windows 7.

COURSE OBJECTIVES

After completing this course, the student will be able to demonstrate skills in the following areas:

Define an alternative data set.

Define multiple alternative data sets.

Vary your data to get a desired result by using Goal Seek.

Find optimal solutions by using Solver.

Analyze data by using descriptive statistics.

Analyze data dynamically by using PivotTables.

Filter, show, and hide PivotTable data.

Edit PivotTables.

Format PivotTables.

Create PivotTables from external data.

Create charts.

Customize the appearance of charts.

Find trends in your data.

Summarize your data by using sparklines.

Create dynamic charts by using PivotCharts.

Create diagrams by using SmartArt.

Create shapes and mathematical equations.


4

Enable and examine macros.

Create and modify macros.

Run macros when a button is clicked.

Run macros when a workbook is opened.

Include Office documents in workbooks.

Store workbooks as parts of other Office documents.

Create hyperlinks.

Paste charts into other documents.

Share workbooks.

Manage comments.

Track and manage colleagues changes.

Protect workbooks and worksheets.

Authenticate workbooks.

Save workbooks for the Web.

COURSE PREPARATION

To prepare for this course, you must:

Read all course materials

Read the course study guide

Perform all of the exercises and demonstrations

Prepare to answer any discussion questions

REQUIRED MATERIALS

To teach this course, you need the following materials:

Presentation: 50546A-ENU_PowerPoint_pptx

Instructor Guide: 50546A-EN_InstructorGuide.pdf (this document)

Exercise Practice Files: 50546A-ENU_PracticeFiles.zip

Course study guide: 50546A-ENU_eBook.pdf

The Course Study Guide eBook contains selected content that is specific to this course. The content was originally

published in the book Microsoft Excel 2010 Step by Step by Curtis D. Frye (ISBN 978-0-7356-2694-2, Microsoft

Press, 2010). Book content that does not apply to this course has been removed or shaded. Otherwise, the

contents of the chapters included in the eBook have not been altered in any way. When using this eBook as a study

guide for your instructor-led course, the following eBook elements will not apply to the course:


5

References to the books companion CD

Practice file storage space requirements

Specific practice file locations stated in step-by-step exercises

Cross references (beginning with See Also) to topics contained in book content that has been removed

Index entries referring to book content that has been removed

REQUIRED SOFTWARE

To teach this course, you need the following software:

Microsoft Excel 2010

Microsoft PowerPoint 2010

PRACTICE FILE STRUCTURE

The practice files for this Step by Step Courseware Library instructor-led training are delivered in the

50546A-ENU_PracticeFiles.zip file. Before you can complete the exercises, you need to extract the files to your

computer. You will then need to inform students at the beginning of each exercise of the precise location of the

required practice files on their computers.

After extraction, the practice files are organized in module-specific folders. The following table indicates the folder

and names of the practice files for each exercise.

Module Folder Practice Files

1: Analyze Alternative Data Sets Chapter08

2DayScenario_start.xlsx AdBuy_start.xlsx DriverSortTimes_start.xlsx MultipleScenarios_start.xlsx TargetValues_start.xlsx

2: Create Dynamic Worksheets by Using PivotTables

Chapter09

Creating_start.txt Creating_start.xlsx Editing_start.xlsx Focusing_start.xlsx Formatting_start.xlsx

3: Create Charts and Graphs Chapter10

FutureVolumes_start.xlsx OrgChart_start.xlsx RevenueAnalysis_start.xlsx RevenueSummary_start.xlsx Shapes_start.xlsx VolumebyCenter_start.xlsx YearlyPackageVolume_start.xlsx

4: Automate Repetitive Tasks by Using Macros

Chapter12

PerformanceDashboard_start.xlsm RunOnOpen_start.xlsm VolumeHighlights_start.xlsm YearlySalesSummary_start.xlsx


6

Module Folder Practice Files

5: Work with Other Microsoft Office Programs

Chapter13

2010YearlyRevenueSummary_start.pptx Hyperlink_start.xlsx LevelDescriptions_start.xlsx RevenueByServiceLevel_start.xlsx RevenueChart_start.xlsx RevenueSummary_start.pptx SummaryPresentation_start.xlsx

6: Collaborate with Colleagues Chapter14

CostProjections_start.xlsx ProjectionChangeTracking_start.xlsx ProjectionsForComment_start.xlsx ProjectionsSigned_start.xlsx SecureInfo_start.xlsx ShipmentSummary_start.xlsx


7

COURSE TIMING

The following schedule is an estimate of the course timing based on one classroom day. Your timing might vary.

Use your judgment to set a reasonable time to move on to the next module.

This one-day schedule provides students only a limited amount of time to complete exercises in the classroom. To

cement their skills, they will need to continue their study outside of the classroom environment. You can adapt this

course to two days of instruction by extending the amount of time available for the exercises and by developing

supplemental review exercises of your own.

Start End Module

8:00 8:45 Introduction

8:45 9:45 Module 1: Analyze Alternative Data Sets

9:45 10:00 Break

10:00 11:00 Module 2: Create Dynamic Worksheets by Using PivotTables

11:00 12:00 Module 3: Create Charts and Graphics

12:00 1:00 Lunch

1:00 2:00 Module 4: Automate Repetitive Tasks by Using Macros

2:00 3:00 Module 5: Work with Other Microsoft Office Programs

3:00 3:15 Break

3:15 4:15 Module 6: Collaborate with Colleagues

4:15 4:45 Review and Q&A

4:45 5:00 Course Review


8

INSTRUCTOR NOTES FOR THE INTRODUCTION

Presentation: 45 minutes

The course orientation provides students with an overview of the course content, materials, and logistics for this

Step by Step Courseware Library offering.

This section describes the instructional methods for teaching this module.

GETTING STARTED

INTRODUCTIONS

Welcome students to the course and introduce yourself. Provide a brief overview of your background to establish

credibility.

Ask students to introduce themselves and provide their background, product experience, and expectations of the

course.

Record student expectations on a whiteboard or flip chart for reference later in class.

COURSE MATERIALS

Describe any study materials provided to the student.

Tell students where they can send comments and feedback on this course.

MICROSOFT LEARNING

Tell students that Microsoft offers six different learning product types and that each type has different

components and emphasis. Identify the key differences between each type. It is important that students

understand the differences between these product types as well as the focus of the product type that they are

currently attending. This understanding is particularly important for students who are considering attending a

clinic, workshop, or hands-on lab so that their expectations are set appropriately prior to registration and

attendance.

Introduce Microsoft Learning and present the list of additional recommended learning products.

Refer students to the Microsoft Learning Web page at http://www.microsoft.com/learning/ for information about

curriculum paths.


9

MICROSOFT CERTIFICATION PROGRAM

Inform students about the Microsoft certification program, any certification exams that are related to this course,

and the various certification options.

FACILITIES

Explain the class hours, extended building hours for labs, parking, restroom location, meals, phones, message

posting, where smoking is or is not allowed, and where the garbage and recycling bins are located.

Let students know if your facility has Internet access that is available for them to use during class breaks.

Also, make sure that students are aware of the recycling program if one is available.

ABOUT THIS COURSE

Provide a brief description of the course. Briefly discuss the objectives and audience profile of the course. This is an

opportunity for you to set expectations for the course.

PREREQUISITES

Describe the prerequisites for this course. This is an opportunity for you to identify students who might not have

the appropriate background or experience to attend this course.

COURSE OUTLINE

Briefly describe each module and what students will learn.

Explain how this course will meet students expectations by relating the information that is covered in individual

modules to their expectations.

COMPUTER SETUP

Describe the classroom environment that supports the teaching of the course and the performance of the

exercises.

SOURCE

Briefly credit the source of the course materials: Microsoft Excel 2010 Step by Step.


10

INSTRUCTOR NOTES FOR MODULE 1: ANALYZE ALTERNATIVE DATA SETS

Presentation and demonstration: 30 minutes

Lab: 20 minutes

Review: 10 minutes


OBJECTIVES

After completing this module, students will be able to:

Define an alternative data set.

Define multiple alternative data sets.

Vary your data to get a desired result by using Goal Seek.

Find optimal solutions by using Solver.

Analyze data by using descriptive statistics.

EXERCISES

The following exercises from the course study guide support the objectives of this module:

Page Description

192-193 Create a scenario

195-197 Create and view multiple scenarios; summarize scenario results in a separate worksheet

199-200 Use Goal Seek to determine a solution

203-207 Use Solver to determine a solution

208-209 Use the Analysis ToolPak to generate statistics

PREPARATION TASKS

Before teaching this module, you should:

Read applicable sections in the course study guide and complete the exercises therein.

Install any required practice files on the instructors computer.

Prepare to demonstrate skills supporting the module objectives.


11

OBJECTIVE 1.1: DEFINING AN ALTERNATIVE DATA SET

EXERCISE: CREATE A SCENARIO

In this exercise, youll create a scenario to measure the projected impact on total revenue of a rate increase on

two-day shipping.

For this exercise, you need the 2DayScenario_start workbook in the Chapter08 practice file folder.

OBJECTIVE 1.2: DEFINING MULTIPLE ALTERNATIVE DATA SETS

EXERCISE: CREATE AND VIEW MULTIPLE SCENARIOS; SUMMARIZE SCENARIO RESULTS IN A

SEPARATE WORKSHEET

In this exercise, youll create scenarios to represent projected revenue increases from two rate changes, view the

scenarios, and then summarize the scenario results in a new worksheet.

For this exercise, you need the MultipleScenrio_start workbook in the Chapter08 practice file folder.

OBJECTIVE 1.3: VARYING YOUR DATA TO GET A DESIRED RESULT BY USING GOAL SEEK

EXERCISE: USE GOAL SEEK TO DETERMINE A SOLUTION

In this exercise, youll use Goal Seek to determine how much you need to decrease transportation costs so those

costs make up no more than 40 percent of Consolidated Messengers operating costs.

For this exercise, you need the TargetValues_start workbook in the Chapter08 practice file folder.

OBJECTIVE 1.4: FINDING OPTIMAL SOLUTIONS BY USING SOLVER

EXERCISE: USE SOLVER TO DETERMINE A SOLUTION

In this exercise, youll use Solver to determine the best mix of ads given the following constraints:

You want to maximize the number of people who see the ads.

You must buy at least 8 ads in 3 magazines and at least 10 in the fourth.

You cant buy part of an ad (that is, all numbers must be integers).

You can buy no more than 20 ads in any one magazine.

You must reach at least 10,000,000 people.

Your ad budget is $3,000,000.

For this exercise, you need the AdBuy_start workbook in the Chapter08 practice file folder.


12

OBJECTIVE 1.5: ANALYZING DATA BY USING DESCRIPTIVE STATISTICS

EXERCISE: USE THE ANALYSIS TOOLPAK TO GENERATE STATISTICS

In this exercise, youll use the Analysis ToolPak to generate descriptive statistics of driver sorting time data.

For this exercise, you need the DriverSortTimes_start workbook in the Chapter08 practice file folder.

KEY POINTS

Scenarios enable you to describe many potential business cases within a single workbook.

Its a good idea to create a normal scenario that enables you to reset your worksheet.

You can change up to 32 cells in a scenario.

You can summarize multiple scenarios on a single worksheet to compare how each scenario approaches the data.

Use Goal Seek to determine what value you need in a single cell to generate the desired result from a formula.

Use Solver to vary the values in more than one cell to find the optimal mix of inputs for a calculation.

Use the advanced statistical tools in the Analysis ToolPak to examine data thoroughly.


13

INSTRUCTOR NOTES FOR MODULE 2: CREATE DYNAMIC WORKSHEETS BY USING PIVOTTABLES


Lab: 20 minutes

Review: 10 minutes


OBJECTIVES


Analyze data dynamically by using PivotTables.

Filter, show, and hide PivotTable data.

Edit PivotTables

Format PivotTables.

Create PivotTables from external data.

EXERCISES


Page Description

220-221 Create, edit, and pivot a PivotTable

232-236 Filter a PivotTable by using multiple methods; show and hide details in a PivotTable

239-242 Rename and reconfigure a PivotTable; create a formula that references PivotTable data

245-250 Apply a number format, PivotTable style, banded rows, and conditional formatting; create a custom PivotTable style

254-256 Create a PivotTable based on data you import from a text file

PREPARATION TASKS






14

OBJECTIVE 2.1: ANALYZING DATA DYNAMICALLY BY USING PIVOTTABLES

EXERCISE: CREATE, EDIT, AND PIVOT A PIVOTTABLE

In this exercise, youll create a PivotTable by using data from a table, add fields to the PivotTable, and then pivot

the PivotTable.

For this exercise, you need the Creating_start workbook in the Chapter09 practice file folder.

OBJECTIVE 2.2: FILTERING, SHOWING, AND HIDING PIVOTTABLE DATA

EXERCISE: FILTER A PIVOTTABLE BY USING MULTIPLE METHODS; SHOW AND HIDE DETAILS IN A

PIVOTTABLE

In this exercise, youll focus the data displayed in a PivotTable by creating a filter, by filtering a PivotTable based on

the contents of a field in the Report Filters area, by showing and hiding levels of detail within the body of the

PivotTable, by using the Search box, and by using Slicers.

For this exercise, you need the Focusing_start workbook in the Chapter09 practice file folder.

OBJECTIVE 2.3: EDITING PIVOTTABLES

EXERCISE: RENAME AND RECONFIGURE A PIVOTTABLE; CREATE A FORMULA THAT REFERENCES

PIVOTTABLE DATA

In this exercise, youll rename a PivotTable, specify whether subtotal and grand total rows will appear, change the

PivotTable summary function, display each cells contribution to its rows total, and create a formula that

incorporates a value in a PivotTable cell.

For this exercise, you need the Editing_start workbook in the Chapter09 practice file folder.

OBJECTIVE 2.4: FORMATTING PIVOTTABLES

EXERCISE: APPLY A NUMBER FORMAT, PIVOTTABLE STYLE, BANDED ROWS, AND CONDITIONAL

FORMATTING; CREATE A CUSTOM PIVOTTABLE STYLE

In this exercise, youll apply a number format to a PivotTable values field, apply a PivotTable style, create your own

PivotTable style, give your PivotTable banded rows, and apply a conditional format to a PivotTable.

For this exercise, you need the Formatting_start workbook in the Chapter09 practice file folder.


15

OBJECTIVE 2.5: CREATING PIVOTTABLES FROM EXTERNAL DATA

EXERCISE: CREATE A PIVOTTABLE BASED ON DATA YOU IMPORT FROM A TEXT FILE

In this exercise, youll import data into Excel from a text file and then create a PivotTable based on that data.

For this exercise, you need the Creating_start text file in the Chapter09 practice file folder.

KEY POINTS

You can use PivotTables to dynamically rearrange data and emphasize different aspects of data without creating new worksheets.

PivotTable data must be formatted as a list. When using an Excel table as the data source, you can streamline the creation process by referencing the table name.

Excel comes with many attractive visual styles for PivotTables.

With the PivotTable Field List task pane, you can create a PivotTable by using a straightforward, compact tool.

Just as you can limit the data shown in a static worksheet, you can use filters to limit the data shown in a PivotTable.

Excel 2010 includes two new types of filters, search filters and Slicers, that you can use to limit the data in your PivotTables.

If you have data in a compatible format, such as a text file, you can import that data into Excel and create a PivotTable from it.


16

INSTRUCTOR NOTES FOR MODULE 3: CREATE CHARTS AND GRAPHICS


Lab: 20 minutes

Review: 10 minutes


OBJECTIVES


Create charts.

Customize the appearance of charts.

Find trends in your data.

Summarize your data by using sparklines.

Create dynamic charts by using PivotCharts.

Create diagrams by using SmartArt.

Create shapes and mathematical equations.

EXERCISES


Page Description

264-266 Create, modify, and move a chart

270-273 Modify the layout and style of a chart; format chart values; create and apply a chart template

276 Add a trendline to a chart

279-280 Create, format, and clear Line, Column, and Win/Loss sparklines

283-286 Create, update, modify, and filter a PivotChart

290-293 Create, modify, and format an organization chart

297-300 Create, format, reorder, and align shapes; add text and equations to shapes


17

PREPARATION TASKS





OBJECTIVE 3.1: CREATING CHARTS

EXERCISE: CREATE, MODIFY, AND MOVE A CHART

In this exercise, youll create a chart, change how the chart plots your data, move your chart within a worksheet,

and move your chart to its own chart sheet.

For this exercise, you need the YearlyPackageVolume_start workbook in the Chapter10 practice file folder.

OBJECTIVE 3.2: CUSTOMIZING THE APPEARANCE OF CHARTS

EXERCISE: MODIFY THE LAYOUT AND STYLE OF A CHART; FORMAT CHART VALUES; CREATE AND

APPLY A CHART TEMPLATE

In this exercise, youll change a charts layout, apply a new Chart Style, change the number format of the values on

the vertical axis, save the chart as a chart template, and apply the template to another chart.

For this exercise, you need the VolumeByCenter_start workbook in the Chapter10 practice file folder.

OBJECTIVE 3.3: FINDING TRENDS IN YOUR DATA

EXERCISE: ADD A TRENDLINE TO A CHART

In this exercise, youll add a trendline to a chart.

For this exercise, you need the FutureVolumes_start workbook in the Chapter10 practice file folder.


18

OBJECTIVE 3.4: SUMMARIZING YOUR DATA BY USING SPARKLINES

EXERCISE: CREATE, FORMAT, AND CLEAR LINE, COLUMN, AND WIN/LOSS SPARKLINES

In this exercise, youll create a line, column, and win/loss sparkline, change the sparklines formatting, and clear a

sparkline from a cell.

For this exercise, you need the RevenueSummary_start workbook in the Chapter10 practice file folder.

OBJECTIVE 3.5: CREATING DYNAMIC CHARTS BY USING PIVOTCHARTS

EXERCISE: CREATE, UPDATE, MODIFY, AND FILTER A PIVOTCHART

In this exercise, youll create a PivotTable and associated PivotChart, change the underlying data and update the

PivotChart to reflect that change, change the PivotCharts type, and then filter a PivotTable and PivotChart.

For this exercise, you need the RevenueAnalysis_start workbook in the Chapter10 practice file folder.

OBJECTIVE 3.6: CREATING DIAGRAMS BY USING SMARTART

EXERCISE: CREATE, MODIFY, AND FORMAT AN ORGANIZATION CHART

In this exercise, youll create an organization chart, fill in the shapes, delete a shape, add a shape, change the

layout of the diagram without changing the information it embodies, and change the formatting of one of the

diagram elements.

For this exercise, you need the OrgChart_start workbook in the Chapter10 practice file folder.

OBJECTIVE 3.7: CREATING SHAPES AND MATHEMATICAL EQUATIONS

EXERCISE: CREATE, FORMAT, REORDER, AND ALIGN SHAPES; ADD TEXT AND EQUATIONS TO

SHAPES

In this exercise, youll create a circle and a rectangle, change the shapes formatting, reorder the shapes, align the

shapes, add text to the circle, and then add an equation to the rectangle.

For this exercise, you need the Shapes_start workbook in the Chapter10 practice file folder.


19

KEY POINTS

Use charts to summarize large sets of data in an easy-to-follow visual format.

You can modify many aspects of a chart.

If you format many charts the same way, create a chart template to save effort.

Adding chart labels and a legend makes your chart much easier to follow.

Use trendline analysis to extrapolate future events based on past data.

Use sparklines to summarize data in a compact space and provide context for worksheet values.

You can rearrange a PivotChart to emphasize different aspects of the same data.

Use SmartArt to create and modify common business and organizational diagrams.

Enhance a workbook's visual impact by using shapes.

Excel 2010 has improved equation-editing capabilities.


20

INSTRUCTOR NOTES FOR MODULE 4: AUTOMATE REPETITIVE TASKS BY USING MACROS


Lab: 20 minutes

Review: 10 minutes


OBJECTIVES


Enable and examine macros.

Create and modify macros.

Run macros when a button is clicked.

Run macros when a workbook is opened.

EXERCISES


Page Description

334-336 Examine, step through, and run a macro

337-339 Record, edit, save, and run a macro

342-344 Add macro buttons to the Quick Access Toolbar; assign a macro to a shape; run a macro

345-346 Create and test a macro that runs automatically

PREPARATION TASKS






21

OBJECTIVE 4.1: ENABLING AND EXAMINING MACROS

EXERCISE: EXAMINE, STEP THROUGH, AND RUN A MACRO

In this exercise, youll examine a macro in the Visual Basic Editor, move through the first part of the macro one

step at a time, and then run the entire macro without stopping.

For this exercise, you need the VolumeHighlights_start workbook in the Chapter12 practice file folder.

OBJECTIVE 4.2: CREATING AND MODIFYING MACROS

EXERCISE: RECORD, EDIT, SAVE, AND RUN A MACRO

In this exercise, youll record, edit, save, and run a macro that removes the bold formatting from selected cells.

For this exercise, you need the YearlySalesSummary_start workbook in the Chapter12 practice file folder.

OBJECTIVE 4.3: RUNNING MACROS WHEN A BUTTON IS CLICKED

EXERCISE: ADD MACRO BUTTONS TO THE QUICK ACCESS TOOLBAR; ASSIGN A MACRO TO A SHAPE;

RUN A MACRO

In this exercise, youll add the View Macros button to the Quick Access Toolbar, add a macro button to the Quick

Access Toolbar, assign a macro to a workbook shape, and then run the macros.

For this exercise, you need the PerformanceDashboard_start workbook in the Chapter12 practice file folder.

OBJECTIVE 4.4: RUNNING MACROS WHEN A WORKBOOK IS OPENED

EXERCISE: CREATE AND TEST A MACRO THAT RUNS AUTOMATICALLY

In this exercise, youll create and test a macro that runs whenever someone opens the workbook to which it is

attached.

For this exercise, you need the RunOnOpen_start workbook in the Chapter12 practice file folder.


22

KEY POINTS

Use macros to perform repetitive tasks quickly.

You dont have to be a programmer to use macros; you can record your actions and have Excel save them as a macro.

Macro-enabled workbook file types are .xlsm (a macro-enabled workbook) and .xltm (a macro-enabled template workbook).

You can display and modify macro code in the Visual Basic Editor.

You can create Quick Access Toolbar buttons and shapes that, when clicked, run a macro.

To run a macro each time you open a workbook, name the macro Auto_Open.


23

INSTRUCTOR NOTES FOR MODULE 5: WORK WITH OTHER MICROSOFT OFFICE PROGRAM S


Lab: 20 minutes

Review: 10 minutes


OBJECTIVES


Include Office documents in workbooks.

Store workbooks as parts of other Office documents.

Create hyperlinks.

Paste charts into other documents.

EXERCISES


Page Description

352-354 Link a presentation to an Excel workbook and edit the presentation from within Excel

356-357 Embed an Excel workbook in a PowerPoint presentation

361-363 Create internal and external hyperlinks

364-365 Paste an image of a chart into a PowerPoint presentation

PREPARATION TASKS






24

OBJECTIVE 5.1: INCLUDING OFFICE DOCUMENTS IN WORKBOOKS

EXERCISE: LINK A PRESENTATION TO AN EXCEL WORKBOOK AND EDIT THE PRESENTATION FROM

WITHIN EXCEL

In this exercise, youll link a PowerPoint 2010 presentation showing a business summary to an Excel workbook and

then edit the presentation from within Excel.

For this exercise, you need the SummaryPresentation_start workbook and the 2010YearlyRevenueSummary_start

presentation in the Chapter13 practice file folder.

OBJECTIVE 5.2: STORING WORKBOOKS AS PARTS OF OTHER OFFICE DOCUMENTS

EXERCISE: EMBED AN EXCEL WORKBOOK IN A POWERPOINT PRESENTATION

In this exercise, youll embed an Excel workbook containing sales data in a PowerPoint presentation

For this exercise, you need the 2010YearlyRevenueSummary presentation created in the previous exercise, and the

RevenueByServiceLevel_start workbook in the Chapter13 practice file folder.

OBJECTIVE 5.3: CREATING HYPERLINKS

EXERCISE: CREATE INTERNAL AND EXTERNAL HYPERLINKS

In this exercise, youll create a hyperlink to another document and then a second hyperlink to a different location

in the current workbook.

For this exercise, you need the Hyperlink_start and LevelDescriptions_start workbooks in the Chapter13 practice

file folder.

OBJECTIVE 5.4: PASTING CHARTS INTO OTHER DOCUMENTS

EXERCISE: PASTE AN IMAGE OF A CHART INTO A POWERPOINT PRESENTATION

In this exercise, youll copy a chart containing sales information to the Clipboard and paste an image of the chart

into a PowerPoint presentation.

For this exercise, you need the RevenueChart_start workbook and the RevenueSummary_start presentation in the

Chapter13 practice file folder.


25

KEY POINTS

You can easily exchange data between Excel and other Office programs.

You can embed Excel worksheets in other Office documents and embed other Office documents in Excel workbooks.

You can add hyperlinks to Web pages, other documents, or specific locations in the current workbook.

After you create a hyperlink, you can edit it to reflect changes in the target sites design and layout.

After you create a chart in Excel, you can paste it directly into another Office document.


26

INSTRUCTOR NOTES FOR MODULE 6: COLLABORATE WITH COLLEAGUES


Lab: 20 minutes

Review: 10 minutes


OBJECTIVES


Share workbooks.

Manage comments.

Track and manage colleagues changes.

Protect workbooks and worksheets.

Authenticate workbooks.

Save workbooks for the Web.

EXERCISES


Page Description

370-371 Share a workbook via e-mail

374-375 Add, display, review, and delete comments

377-379 Track and accept changes; create a History worksheet

382-384 Password-protect a workbook, a worksheet, and a range of cells; hide a formula

387 Create a digital certificate and digitally sign a workbook

389-391 Save a workbook as a Web page; publish a PivotTable to the Web


27

PREPARATION TASKS





OBJECTIVE 6.1: SHARING WORKBOOKS

EXERCISE: SHARE A WORKBOOK VIA E-MAIL

In this exercise, youll turn on workbook sharing and then attach the file to an Outlook 2010 e-mail message.

For this exercise, you need the CostProjections_start workbook in the Chapter14 practice file folder.

OBJECTIVE 6.2: MANAGING COMMENTS

EXERCISE: ADD, DISPLAY, REVIEW, AND DELETE COMMENTS

In this exercise, youll add comments to two cells. You will then highlight the cells that contain comments, review a

comment, and delete that comment.

For this exercise, you need the ProjectionsForComment_start workbook in the Chapter14 practice file folder.

OBJECTIVE 6.3: TRACKING AND MANAGING COLLEAGUES CHANGES

EXERCISE: TRACK AND ACCEPT CHANGES; CREATE A HISTORY WORKSHEET

In this exercise, youll turn on change tracking in a workbook, make changes to the workbook, accept the changes,

and create a History worksheet.

For this exercise, you need the ProjectionChangeTracking_start workbook in the Chapter14 practice file folder.


28

OBJECTIVE 6.4: PROTECTING WORKBOOKS AND WORKSHEETS

EXERCISE: PASSWORD-PROTECT A WORKBOOK, A WORKSHEET, AND A RANGE OF CELLS; HIDE A

FORMULA

In this exercise, youll password-protect a workbook, a worksheet, and a range of cells. You will also hide the

formula in a cell.

For this exercise, you need the SecureInfo_start workbook in the Chapter14 practice file folder.

OBJECTIVE 6.5: AUTHENTICATING WORKBOOKS

EXERCISE: CREATE A DIGITAL CERTIFICATE AND DIGITALLY SIGN A WORKBOOK

In this exercise, youll create a digital certificate and digitally sign a workbook by using the certificate.

For this exercise, you need the ProjectionsSigned_start workbook in the Chapter14 practice file folder.

OBJECTIVE 6.6: SAVING WORKBOOKS FOR THE WEB

EXERCISE: SAVE A WORKBOOK AS A WEB PAGE; PUBLISH A PIVOTTABLE TO THE WEB

In this exercise, youll save a workbook as a Web page and then publish a worksheets PivotTable to the Web.

For this exercise, you need the ShipmentSummary_start workbook in the Chapter14 practice file folder.

KEY POINTS

Assigning values to a workbooks properties makes it easier to find the workbook.

Saving a workbook as a Web-accessible HTML document is as easy as saving it as a regular Excel file, and opening a workbook saved for the Web is just as easy as opening any other Web page.

Use the AutoRepublish facility to update Excel files on the Web. Whenever anyone changes the original workbook, Excel writes the edits to the HTML version of the file.


29

INSTRUCTOR NOTES FOR THE COURSE WRAP-UP

Review and Q&A: 30 minutes

Wrap-up and evaluation: 15 minutes

The course wrap-up provides students with an opportunity to request clarification of the course content, enables

you to indicate what courses they might want to consider taking in the future, and allows time for the course

evaluation.

This is a free-form section that you should tailor to the needs of the students. However, be sure to allow adequate

time for completion of the course evaluation.

50546A-ENU_InstructorGuide

Documents

Transcript of 50546A-ENU_InstructorGuide