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Learn Excel 2007 Expert Skills with the Smart Method


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Table of Contents

Session One: Tables, Ranges and Databases Session Objectives Lesson 1 1: Check your program and operating system version Lesson 1 2: Apply a simple filter to a range Lesson 1 3: Apply a top 10 and custom filter to a range Lesson 1 4: Apply an advanced filter with multiple OR criteria Lesson 1 5: Apply an advanced filter with complex criteria Lesson 1 6: Apply an advanced filter with function-driven criteria Lesson 1 7: Extract unique records using an advanced filter Lesson 1 8: Convert a range into a table and add a total row Lesson 1 9: Format a table using table styles and convert a table into a range Lesson 1 10: Create a custom table style Lesson 1 11: Sort a range or table by rows Lesson 1 12: Sort a range by columns Lesson 1 13: Sort a range or table by custom list Lesson 1 14: Name a table and create an automatic structured table reference Lesson 1 15: Create a manual structured table reference Lesson 1 16: Use special items in structured table references Lesson 1 17: Understand unqualified structured table references Session 1: Exercise Session 1: Exercise Answers Session Two: Data Integrity, Subtotals and Validations Session Objectives Lesson 2 1: Split fixed width data using Text to Columns Lesson 2 2: Split delimited data using Text to Columns Fixed width data. Delimited data. Lesson 2 3: Automatically subtotal a range Lesson 2 4: Create nested subtotals Lesson 2 5: Consolidate data from multiple data ranges Lesson 2 6: Use data consolidation to generate quick subtotals from tables Lesson 2 7: Validate numerical data Lesson 2 8: Create user-friendly messages for validation errors Lesson 2 9: Create data entry Input Messages Lesson 2 10: Add a formula-driven date validation and a text length validation Lesson 2 11: Add a table-based dynamic list validation Lesson 2 12: Use a function-driven custom validation to enforce complex business rules Lesson 2 13: Remove duplicate values from a range or table Lesson 2 14: Use a custom validation to add a unique constraint to a column Session 2: Exercise Session 2: Exercise Answers Session Three: Advanced Functions Session Objectives Lesson 3 1: Understand precedence rules and use the Evaluate feature Lesson 3 2: Use common functions with Formula AutoComplete Lesson 3 3: Use the formula palette and the PMT function Lesson 3 4: Use the PV and FV functions to value investments Present Value Future Value Lesson 3 5: Use the IF logic function Lesson 3 6: Use the SUMIF and COUNTIF logic functions to create conditional totals Lesson 3 7: Understand date serial numbers How Excel stores dates The world began in 1900 In Excel, every time is a date, and every date is a time Lesson 3 8: Understand common date functions Lesson 3 9: Use the DATEDIF function Lesson 3 10: Use date offsets to manage projects using the scheduling equation Lesson 3 11: Use the DATE function to offset days, months and years Lesson 3 12: Enter time values and perform basic time calculations Serial number recap Lesson 3 13: Perform time calculations that span midnight Lesson 3 14: Understand common time functions and convert date serial numbers to decimal values Lesson 3 15: Use the TIME function to offset hours, minutes and seconds Lesson 3 16: Use the AND and OR functions to construct complex Boolean criteria Lesson 3 17: Understand calculation options (manual and automatic) Lesson 3 18: Concatenate strings using the concatenation operator (&) About strings The concatenation operator (&) Lesson 3 19: Use the TEXT function to format numerical values as strings Custom format strings recap Lesson 3 20: Extract text from fixed width strings using the LEFT, RIGHT and MID functions Lesson 3 21: Extract text from delimited strings using the FIND and LEN functions Lesson 3 22: Use a VLOOKUP function for an exact lookup Lesson 3 23: Use an IFERROR function to suppress error messages Lesson 3 24: Use a VLOOKUP function for an inexact lookup Session 3: Exercise Session 3: Exercise Answers Session Four: Using Names and the Formula Auditing Tools Session Objectives Lesson 4 1: Automatically create single-cell range names Lesson 4 2: Manually create single cell range names and named constants Lesson 4 3: Use range names to make formulas more readable Lesson 4 4: Automatically create range names in two dimensions Lesson 4 5: Use intersection range names and the INDIRECT function Lesson 4 6: Create dynamic formula-based range names using the OFFSET function Lesson 4 7: Create table-based dynamic range names Lesson 4 8: Create two linked drop-down lists using range names Lesson 4 9: Understand the #NUM!, #DIV/0! and #NAME? Error Values Lesson 4 10: Understand the #VALUE!, #REF! and #NULL! Error Values Lesson 4 11: Understand background error checking and error checking rules Lesson 4 12: Manually check a worksheet for errors Lesson 4 13: Audit a formula by tracing precedents Lesson 4 14: Audit a formula by tracing dependents Lesson 4 15: Use the watch window to monitor cell values Lesson 4 16: Use Speak Cells to eliminate data entry errors Session 4: Exercise Session 4: Exercise Answers Session Five: Pivot Tables Session Objectives Lesson 5 1: Create a one dimensional pivot table report from a table Lesson 5 2: Create a grouped pivot table report Lesson 5 3: Understand pivot table rows and columns Lesson 5 4: Use an external data source Lesson 5 5: Apply a simple filter and sort to a pivot table Lesson 5 6: Use report filter fields Lesson 5 7: Use report filter fields to automatically create multiple pages Lesson 5 8: Format a pivot table using PivotTable styles Lesson 5 9: Create a custom PivotTable style Lesson 5 10: Understand pivot table report layouts Lesson 5 11: Add/remove subtotals and apply formatting to pivot table fields Lesson 5 12: Display multiple summations within a single pivot table Lesson 5 13: Add a calculated field to a pivot table Lesson 5 14: Add a calculated item to a pivot table Lesson 5 15: Group by text Lesson 5 16: Group by date Lesson 5 17: Group by numeric value ranges Lesson 5 18: Show row data by percentage of total rather than value Lesson 5 19: Create a pivot chart from a pivot table Lesson 5 20: Embed multiple pivot tables onto a worksheet Session 5: Exercise Session 5: Exercise Answers Session Six: What If Analysis and Security Session Objectives Lesson 6 1: Create a single-input data table Lesson 6 2: Create a two-input data table Lesson 6 3: Define scenarios Lesson 6 4: Create a scenario summary report Lesson 6 5: Use Goal Seek Lesson 6 6: Use Solver What is Solver? Lesson 6 7: Hide and unhide worksheets, columns and rows Lesson 6 8: Create custom views Lesson 6 9: Prevent unauthorized users from opening or modifying workbooks Lesson 6 10: Control the changes users can make to workbooks Lesson 6 11: Restrict the cells users are allowed to change Lesson 6 12: Allow different levels of access to a worksheet with multiple passwords Lesson 6 13: Create a digital certificate Why digital certificates are needed. Self-certification and third-party certification. Lesson 6 14: Add an invisible digital signature to a workbook Lesson 6 15: Add a visible digital signature to a workbook Session 6: Exercise Session 6: Exercise Answers Session Seven: Working with the Internet, Other Applications and Workgroups Session Objectives Lesson 7 1: Publish a worksheet as a single web page Lesson 7 2: Publish multiple worksheets as a web site Lesson 7 3: Hyperlink to worksheets and ranges Lesson 7 4: Hyperlink to other workbooks and the Internet Lesson 7 5: Hyperlink to an e-mail address and enhance the browsing experience Lesson 7 6: Execute a web query Lesson 7 7: Embed an Excel worksheet object into a Word document Lesson 7 8: Embed an Excel chart object into a Word document Lesson 7 9: Link an Excel worksheet to a Word document Lesson 7 10: Understand the three different ways to share a document The lock method The merge method Sharing workbooks on a network Lesson 7 11: Share a workbook using the lock method Lesson 7 12: Share a workbook using the merge method Lesson 7 13: Share a workbook on a network Lesson 7 14: Accept and reject changes to shared workbooks Session 7: Exercise Session 7: Exercise Answers Session Eight: Forms and Macros Session Objectives Lesson 8 1: Add group box and option button controls to a worksheet form Lesson 8 2: Add a combo box control to a worksheet form Lesson 8 3: Set form control cell links Lesson 8 4: Connect result cells to a form Lesson 8 5: Add a check box control to a worksheet form Lesson 8 6: Use check box data in result cells Lesson 8 7: Add a temperature gauge chart to a form Lesson 8 8: Add a single input data table to a form Lesson 8 9: Improve form appearance and usability Lesson 8 10: Understand macros and VBA Macros record keystrokes and mouse-clicks Lesson 8 11: Record a macro with absolute references Lesson 8 12: Understand macro security Why is security needed? The Excel Workbook and Excel Macro Enabled Workbook formats. Three ways to trust a macro enabled workbook. Lesson 8 13: Implement macro security Lesson 8 14: Record a macro with relative references Lesson 8 15: Use shapes to run macros Lesson 8 16: Run a macro from a button control Session 8: Exercise Session 8: Exercise Answers

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