Excel-2016-L1-PPT.pptx

Excel 2016
Level 1
Copyright © 2015 30 Bird Media LLC

Course Objectives
After you complete this course, you will know:
 How to open and interact with Excel, and how to save and close
workbooks
 How to enter various kinds of data, how to enter formulas and
functions, how to move and copy data, and about the various
reference types and how to use them
 How to format text and numbers, how to align text, and how to
apply borders and styles to cells and ranges
 About various data-entry shortcuts; how to use paste options; and
how to insert, delete, and hide data in your worksheets
 How to create charts, change their type, and insert and control the
elements they contain
 How to split and manage worksheet windows, set print options,
print and preview workbooks, create headers and footers, and
share workbooks with other users
 About workbook properties and how to use templates

Chapter 1: Fundamentals
You will learn:
 How to use the Excel interface to interact
with the program, workbooks, and
worksheets
 How to open and enter data in a
workbook, as well as how to save and
close a workbook

Module A: Getting Around
You will learn:
 How to start Excel
 To identify basic features of a workbook

The Excel Interface
The ribbon
Quick Access toolbar
The formula bar
The worksheet
Column headings
Row numbers

Assessment: Getting Around
Which of the following are ways to interact with
Excel? Choose all that apply.
A. Click buttons on the ribbon.
B. Use the Start menu.
C. Click buttons on the Quick Access toolbar.
D. Use the Control Panel.
A and C are correct. You can click buttons on the
ribbon or on the Quick Access toolbar.

Assessement: Getting Around
Excel columns are identified by numbers.
True or false?
A. True
B. False
That’s false. Columns are identified by
letters.

Assessment: Getting Around
How many rows are there in an Excel
worksheet? Choose the best response.
A. About 50,000.
B. Under 200,000.
C. Over half a million.
D. Over a million.
D, over a million, is correct. There are 1,048,576,
to be exact.

Module B: Workbook Basics
You will learn:
 How to open and move through a
workbook
 How to enter simple data
 How to save and close a workbook

Excel Open Window
Address box
Folder list

Navigation Techniques
Technique What it Does
Arrow keys Move one cell in direction of arrow
Shift+Arrow keys Move to last cell in this direction
Tab Move one cell to right
Shift+Tab Move one cell to left
Home Move to first cell in row
Ctrl+Home Move to cell A1
Ctrl+End Move to last cell containing data
Scroll bars Scroll without changing active cell
Name box Enter cell address to move to that cell.

Assessment: Workbook Basics
The Open command is on the Edit tab of the
ribbon. True or false?
A. True
B. False
That’s false. The Open command is actually
on the File tab, also called Backstage view.

When you use the scroll bars, the active cell
does not change. True or false?
A. True
B. False
That's true. Only your view of the worksheet
changes.

Which of the following techniques will move the
active cell one column to the right? Choose all that
apply.
A. Pressing Home.
B. Pressing the Right Arrow key.
C. Pressing Tab.
D. Clicking in the Name box.
B and C are correct. You can use the Right Arrow or
Tab key to move the active cell one column to the
right.

Which command do you use if you want to
change the name, location, or type of a
workbook?
A. Save
B. Save As
B is correct. The Save command will only update
the workbook with its current name and
location.

Summary: Fundamentals
You should now know:
 How to start Excel and identify its main
interface elements
 How to open a workbook, move around,
find data, change and append data, and
save and close a workbook

Chapter 2: Creating Worksheets
You will learn:
 How to enter data and about Excel data types
 How to perform calculations using formulas
 About special formulas called functions, and
how to use them
 How to move and copy data
 About relative and absolute references, and
how and when to use each

Module A: Entering Data
You will learn:
 About different Excel data types
 How to enter text and numbers

Types of Data
Text
Numbers

Creating a New Workbook

Budget and Year Labels

Year 1 Budget Figures

Assessment: Entering Data
By default, Excel will left-align all data that
you enter. True or false?
A. True
B. False
That’s false. Text will be left aligned, but
numbers will be right-aligned.

How will Excel handle text that is too wide for the
column in which it appears?
A. By cutting it off at the right-hand border of the
cell.
B. By spilling the text over into the next column.
C. It depends on what is in the next cell to the
right.
C is correct. If there is no data, the text will spill
over. If there is data, the text will be cut off.

You can change the width of a column by
using the mouse. True or false?
A. True
B. False
That's true. You can drag the border
between column headings.

Which of the following are ways that Excel handles
numbers that are too wide for a cell? Choose all
that apply.
A. Scientific notation
B. Binary
C. Number signs (####)
D. Rounding the stored number
A and C are correct. Excel will sometimes round the
display of a number, but will never automatically
round the stored number.

Module B: Formulas
You will learn:
 To identify the elements on an Excel
formula
 About worksheet design considerations
 How to perform calculations by entering
formulas in cells

Formula Elements
Equal sign
Numbers
Cell references
Operators

Worksheet design
Good design: Bad design:

Using a Formula

Order of Operations
Order Operation Operator Example
1 Parentheses () =3*(A2+A3)
2 Negation - =-2
3 Percentage % =25%
4 Exponents ^ =A4^25
5 Multiplication * =A2*A3
5 Division / =A2/A3
6 Addition + =A2+A3
6 Subtraction - =A2-A3

Assessment: Formulas
Which of the following signals the beginning
of a formula?
A. Apostrophe (')
B. Equal sign (=)
C. Any cell reference.
D. The letter f.
B, the equal sign (=), is correct.

It is good practice to put formulas in the first
column of a worksheet. True or false?
A. True
B. False
That's false. In general, you should put formulas
to the right of or below the values they act
upon. The first column would be to the left of
any values.

Which of the following has the lowest
precedence in the Excel order of operations?
A. Multiplication
B. Subtraction
C. Percentage
D. Exponents
B is correct. Addition and subtraction have the
lowest order of precedence.

Which of the following are ways to enter
Edit mode in Excel? Choose all that apply.
A. Double-click a cell.
B. Press F2.
C. Press Esc.
D. Click in the formula bar.
A, B, and D are correct.

Module C: Functions
You will learn:
 About special formulas called functions
 How to enter functions and function
arguments to perform calculations

Function Structure
Function name
Parentheses
Arguments

Insert Function Window

Function Arguments Window

Completed My Budget Functions

Assessment: Functions
Functions are a type of formula. True or
False?
A. True
B. False
That's true. They are built-in, named
formulas you can use to perform various
calculations.

Functions can be entered only in the
formula bar. True or False?
A. True
B. False
That’s false. You can enter and edit function
in the cell or in the formula bar, just like any
other data.

Which of the following is the name for the
values on which a function takes action or
performs calculations?
A. Variables
B. Parameters
C. Arguments
C, Arguments, is correct.

Which of the following are ways that you can
enter function arguments?
A. Typing.
B. The mouse.
C. The Insert Arguments button.
D. The Function Arguments window.
A, B, and D are correct. There isn't actually an
Insert Arguments button.

AutoSum can be used to enter only SUM()
functions. True or False?
A. True
B. False
That’s false. You can use AutoSum to enter
many different functions.

Module D: Moving and Copying Data
You will learn:
 How to move data within a worksheet by
cutting and pasting
 How to copy data by copying and pasting
 How to move and copy data by dragging
 How Excel handles a moved or copied
formula

Moving and Copying
1. Select data to move/copy.
2. Click Cut or Copy.
3. Select where to move/copy to.
4. Click Paste.

Undoing Actions
Undo
Redo

Copying a Formula

Completed My Moving and Copying

Assessment: Moving and Copying
You use the Copy command to move data.
True or false?
A. True
B. False
That's false. You actually would use the Cut
command.

Which of the following can be accomplished
by dragging?
A. Moving but not copying.
B. Copying but not moving.
C. Both moving and copying.
C is correct. You can both move and copy by
dragging.

What is the keyboard shortcut to undo the
most recent action?
A. F1
B. Ctrl+U
C. Ctrl+Z
D. Alt+X
D, Ctrl+Z, is corrrect.

To copy data by dragging, which key do you
hold down?
A. Shift
B. Ctrl
C. Alt
B, Ctrl, is correct.

When you paste a copied formula, Excel will
update references in the pasted formula
relatively to the new location.
A. True
B. False
That's true. Excel updates the references to
be appropriate for the new location.

Module E: Reference Types
You will learn:
 About the limitations of relative
references
 How to enter absolute and mixed
references in formulas

Copying Relative References
R1C1 references: Copied R1C1 references:

Copying an Absolute Reference
R1C1 absolute reference: Copied formula:

Completed My Reference Types

Assessment: Reference Types
All references in Excel are relative, in terms
of their location. True or false?
A. True
B. False
That’s false. References can be relative,
absolute, or mixed.

Which type of reference is best for referring to a
multiplier value that is in one cell or a
worksheet for all formulas, no matter where
they are?
A. Mixed
B. Relative
C. Absolute
C is correct. If the value is in a single cell, an
absolute reference is the best choice.

Which character do you use to make a
reference absolute?
A. Colon (:)
B. Dollar sign ($)
C. Ampersand (&)
D. Number sign (#)
B, dollar sign ($), is correct.

You can use the F3 key to toggle through
reference types while you enter a formula.
True or false?
A. True
B. False
That’s false. You actually use the F4 key.

Summary: Creating Worksheets
 How to enter numbers and text, and how Excel
handles them
 About the elements of Excel formulas, and how to
perform calculations by entering formulas in a
worksheet
 About special, named formulas called functions, and
how to use them to calculate sums and averages
 How to move and copy data, and about how Excel
updates references in copied formulas
 How and when to use relative, absolute, and mixed
references

My Creating Worksheets Synthesis

Chapter 3: Formatting
You will learn how to:
 Format text
 Format numbers
 Control alignment of data
 Apply borders to cells and ranges
 Use styles to quickly apply various kinds of
formatting in a single step

Module A: Text Formatting
You will learn:
 How to format text
 How to select multiple ranges

The Ribbon Font Group
Font box
Format buttons
Font size buttons
Dialog box launcher

Completed My Text Formatting

Assessment: Text Formatting
To format a cell, you click the formatting
button before selecting the cell you want to
format. True or false?
A. True
B. False
That’s false. You need to select the cell first.

Assessment: Text Formatting
Which key do you hold down to add another
cell or range to a selection?
A. Ctrl
B. Shift
C. Alt
A, Ctrl, is correct.

Module B: Number Formatting
 Apply currency and percentage formats
 Control decimal places
 Use the keyboard to select ranges
 Format and perform simple calculations
on dates

Number Format Group

Formatted Customer Sales

Completed Employees Worksheet

Assessment: Number Formatting
When you change a number format, you
change the underlying data. True or false?
A. True
B. False
That’s false. Changing the format does not
affect the underlying data.

Which of the following is not a category of Excel
number formats?
A. Currency
B. Exponent
C. Percentage
D. Date
B is correct. Exponent is not a format category.

Which key enables you to extend a selection by
using the arrow keys?
A. Shift
B. Ctrl
C. Alt
A, Shift, is correct. Using Ctrl with the arrow
keys selects the last cell in that direction that
contains data. The Alt key isn't used in selection.

How are dates stored in Excel?
A. As two pieces of data, a combination of a
date and a time
B. In the format in which you enter them
C. As serial numbers
C is correct. Dates are stored as serial numbers
so that you can perform calculations on them.

Module C: Alignment
 Align cell contents vertically and
horizontally
 Wrap text within a cell
 Merge the contents of multiple cells

Alignment Possibilities

Alignment Buttons
Vertical
Horizontal
Orientation
Indent

Wrapped, Aligned Notes

Completed My Alignment

Assessment: Alignment
You can align cell contents:
A. Horizontally but not vertically.
B. Vertically but not horizontally.
C. Both vertically and horizontally.
C is correct. You can align both vertically and
horizontally.

You cannot wrap text in Excel. True or false?
A. True
B. False
That’s false. You actually can wrap text.

The Merge & Center command is most useful for
which of the following?
A. Data values.
B. Column headings.
C. Overall worksheet headings and
subheadings.
C is the most common use of merging and
centering.

Module D: Borders
You will learn:
 How to apply borders to cells and ranges
 How to apply highlighting and fill colors

Borders Menu

Completed My Borders

Assessment: Borders
Which of the following are ways to apply
borders to a cell or range? Choose all that apply.
A. Buttons in the Borders menu.
B. Double-click cell borders.
C. Use the Draw Border feature.
D. Use the Borders tab of the Format Cells
window.
A, C, and D are correct.

Assessment: Borders
Thin and thick lines are the only border style
options. True or false?
A. True
B. False
That’s false. There are many possibilities,
including various dashed lines and double
lines.

Module E: Styles and Themes
You will learn:
 How to apply cell styles to cells and ranges
 How to clear formats from a selected cell
or range
 How to use table styles to quickly format
an entire table of data
 About themes and how to change and
customize them

Cell Styles Gallery

Formatted with Cell Styles

Formatted with Table Styles

Assessment: Styles
You have to create a style before using one.
True or false?
A. True
B. False
That’s false. Excel comes with many built-in
styles.

Assessment: Styles
Which of the following can a style include?
Choose all that apply.
A. Number format
B. Formulas
C. Text format
D. Borders
E. Shading
A, C, D, and E are correct. Formulas are not a
type of formatting.

Assessment: Styles
Which of the following statements is most
accurate? Choose only one.
A. Table styles never include headings.
B. Table styles may or may not include
headings.
C. Table styles always include headings.
B is correct. Table styles can, but don't have to,
include headings.

Assessment: Styles
Which elements of a theme can you control
individually? Choose all that apply.
A. Borders
B. Font
C. Number formats
D. Colors
E. Effects
B and D, E are correct. You can control font, color
and effects elements individually.

Summary: Formatting
 How to apply text formatting to cells, ranges, and
multiple ranges
 How to apply number formats to values, about how to
format and work with dates
 How to align cell contents vertically and horizontally,
how to wrap text, and how to merge cells
 How to apply borders by using commands, by drawing,
and by using the Format Cells window
 About styles and how to apply them to cells, ranges,
and tables to quickly format worksheets

My Formatting Synthesis

Chapter 4: Manipulating Data
You will learn:
 How to use various techniques to enter
similar data quickly
 How to paste parts of cell data and
formats
 How to insert, delete, and hide cells,
ranges, and worksheets

Module A: Data Entry Shortcuts
You will learn:
 How to use Fill commands to copy data to
adjacent cells
 How to use Auto Fill to copy data or
extend series
 How to find and replace data

Budget in My Data Entry

Series in My Data Entry

Assessment: Data Entry Shortcuts
You can use the Fill commands to extend
series. True or false?
A. True
B. False
That’s false. The Fill commands can only
copy, not fill series.

Auto Fill will recognize any series from a single
value. True or false?
A. True
B. False
That’s False. Auto Fill recognizes many series
from a single value, such as "Qtr1" or "Year 1,"
but not always. Sometimes, you'll need to enter
the first two values.

What could you do if you used Auto Fill and Excel
copied instead of creating a series? Choose all that
apply.
A. Enter the series manually.
B. Use the Fill, Series command.
C. Try entering the first two values in the series
before using Auto Fill.
D. Try the Auto Fill Options button.
C and D are the best answers. A could work, but
isn’t the best option.

You can only replace found text one item at
a time. True or false?
A. True
B. False
False. You can find and replace multiple
selections of text at once.

Module B: Paste Options
 Copy formatting using the Format Painter
 Use paste options to paste values,
formatting, formulas, or combinations
 Paste links to cells and ranges

Year 2 with Pasted Formats

Paste Options
Paste Formulas
Paste Values
Paste Formatting

Pasting a Link

Assessment: Paste Options
You can copy only the formulas of a cell or
range, and not the formats or values. True
or false.
A. True
B. False
That’s false. You can actually copy formulas,
values, formats, and combinations of those.

How do you use the Format Painter to copy
formatting to more than one destination?
A. Hold down Ctrl while clicking the Format
Painter.
B. Double-click the Format Painter.
C. Hold down Shift while clicking the Format
Painter.
D. Hold down Alt while clicking the destination
ranges.
B is correct. You double-click the Format Painter.

When you paste values, Excel creates a link
to the source data. True or false?
A. True
B. False
That’s false. There is no link.

Which of the following are possible with linking?
Choose all that apply.
A. Linking within a worksheet.
B. Linking between worksheets in the same
workbook.
C. Linking between worksheets in different
workbooks.
All three answers are correct. You can actually link
within worksheets, between worksheets in the
same workbook, or between workbooks.

Module C: Inserting, Deleting, and Hiding
 Insert and delete rows and columns
 Insert and delete ranges
 Hide and unhide rows and columns

Sales with Insertions, Deletions

Sales with Hidden Data

Assessment: Inserting, Deleting, & Hiding
When inserting or deleting, you do not always
need to specify how to shift cells. True or false?
A. True
B. False
That’s true. When you insert or delete entire
rows or columns, Excel handles the shifting
automatically.

When you insert in a range referred to by a formula,
under which circumstances will Excel automatically
update the formula?
A. When you insert within the endpoints of the
reference, but not at the edge of the reference.
B. When you insert at the edge of the reference, but
not within the endpoints of the reference.
C. Both when you insert within the endpoints of a
reference and when you insert at the edge of a
reference.
A is correct. Excel will update the formulas only when
you insert within the endpoints of the reference.

When you hide a row or column, its data is
removed from the workbook. True or false?
A. True
B. False
That’s false. The data is only hidden.

Summary: Manipulating Data
 How to Fill data to adjacent cells, and how
to Auto Fill to copy or extend series
 About paste options, and how to paste
only values, formulas, formats
 How to insert and delete rows, columns,
cells, and ranges, and how to hide and
unhide rows and columns

My Manipulating Data Synthesis

Chapter 5: Charts
 Create simple charts
 Change a chart's type and add elements to it

Module A: Creating Charts
You will learn:
 How to create a simple line chart
 About the connection between a chart
and its source data

Simple Charts
Pie chart: Line chart:

Selecting Data for a Chart

My Line Chart

Assessment: Creating Charts
You should not select labels when selecting
data for a chart. True or false?
A. True
B. False
That’s false. In most cases, you should select
labels.

How do you update a chart after changing its
source data?
A. By press F9.
B. By clicking the Update button on the Design
tab of the ribbon.
C. You don't need to do anything, because the
chart will update automatically.
C is correct. The chart will update automatically.

Which of the following are ways to move a
chart? Choose all that apply.
A. Selecting the chart and using the arrow
keys.
B. By dragging.
C. By clicking the Move Chart button.
B and C are correct. The arrow keys don't move
a selected chart.

Module B: Chart Types & Elements
 Create a pie chart
 Control style and layout in a chart
 Create a column chart
 Switch the plotting of rows and columns in
a chart
 Control and format chart elements

Change Chart Type Window

Selecting Data for Pie Chart

Chart Elements
Title
Series
Points
Legend
Value axis
Category axis

Completed Products by Quarter

Assessment: Chart Types & Elements
You can specify the type for a chart only
when you create the chart. True or false?
A. True
B. False
That’s false. You can change a chart's type at
any time.

Which type of chart is best for showing trends?
A. Pie
B. Line
C. Column
D. Scatter
B, line, is correct. Pie charts show relationship to
a whole. You can see a trend in a column chart,
but not as well as in a line chart. Scatter charts
show distribution of two related variables.

The only way to change the axis Excel uses for
your data is to transpose the data in a
worksheet and create a new chart. True or
false?
A. True
B. False
That’s false. You can do this by simply clicking
the Switch Rows/Columns button.

Not all chart elements come from the data
you select when you create the chart. True
or false?
A. True
B. False
That’s true. You can also add elements such
as a title, axis labels, and more.

The only way to control the format of the value
axis numbers by changing the format in the
source data. True or false?
A. True
B. False
That’s false. Although changing the format in
the source data will change it in the chart, you
can also change the format for the axis
independently by using the Format Axis window.

Summary: Charts
You should now know how to:
 Create a simple chart and move it within a
worksheet or to a chart sheet, and about
the link between a chart and its source
 Change a chart's type, create pie and
stacked or unstacked column charts,
switch rows and columns in a chart, and
control titles, legend, and value axis

Completed Monthly Sales Chart

Chapter 6: Output
 Split and arrange worksheet windows
 Print worksheets and control how they will
print by using print setup options
 Save workbooks to other formats and
share workbooks with other users

Module A: Managing Worksheet Windows
 Split worksheets and freeze panes to keep
headings in view
 Manage and arrange multiple windows
 Save the arrangement of windows by
using a workspace

Arranged Windows
Tiled: Cascaded:

Assessment: Managing Worksheet Windows
The Split command always creates four
window panes. True or false?
A. True
B. False
That’s false. You can create four panes by
splitting at a cell, or two by splitting at a row
or column.

Assessment: Managing Worksheet Windows
You do not have to split windows before
freezing panes. True or False?
A. True
B. False
That’s true. You can freeze directly without
first splitting.

Module B: Printing Worksheets
 Preview and print the active worksheet with
current settings
 Print an entire workbook or selected
worksheets
 Control print setup options such as scale,
orientation, gridlines, headings, and margins
 Control the print area and how to set print
titles that appear on every page
 Create headers and footers

Scaling Options

Controlling Margins

Printing Landscape with Gridlines

Header & Footer Elements

Formatted Header

Assessment: Printing Worksheets
Where can you find the Print command in Excel?
A. On the ribbon's Home tab.
B. In Backstage view (by clicking File).
C. On the ribbon's Page Layout tab.
D. On the ribbon's View tab.
B is correct. You need to click File to go to
Backstage view.

You can control many aspects of how a
worksheet will print on the Page Layout tab.
True or false?
A. True
B. False
That's true. You can control many aspects on the
Print screen or in the Page Setup window as
well.

What is the best way to show column headings on every
page of a printout?
A. Break your data up and enter headings after every
page break.
B. On the Page Layout tab, under Headings, click Print.
C. Set a row or rows and print titles for the worksheet.
C is correct. A could work, but it's not the best solution.
B, printing headings, will only show column and row
headings

When you insert a header, which workbook
view does Excel switch to?
A. Page Layout view
B. Page Break preview
C. Normal view
D. A custom view
A is correct. Excel switches to
Page Layout view.

The Header & Footer Tools Design tab has
tools for formatting. True or false?
A. True
B. False
That’s false. You actually need to use the
Home tab to format headers and footers.

Module C: Sharing Workbooks
 Save an Excel workbook in a different
format
 Share workbook either as an email
attachment, or online by using OneDrive

Other Formats
Format Useful when...
Excel 97-2003 Workbook Share with users of earlier version of Excel.
Web page Save workbook to the web.
CSV
Uploading data to a web service or into a
database.
PDF
Don't know much about the people you're
sharing with.
XPS
Don't know much about the people you're
sharing with. Viewer is a default part of
Windows 7 and higher.
Open Document Spreadsheet Sharing with users of Open Office

Saving as PDF
Choices:

Assessment: Sharing Workbooks
Which format is the best option if you want to
show a workbook to someone who might not
have Excel?
A. Excel 97-2003 Workbook
B. CSV
C. PDF
D. Open Document Spreadsheet
C is the best choice. Anyone with the free Adobe
Acrobat Reader program can read a PDF file.

Assessment: Sharing Workbooks
You need to open your mail program to send a
workbook as an attachment. True or false?
A. True
B. False
That’s false. You can send a workbook as an
email attachment directly from Excel by using a
Save & Send option in Backstage view.

Summary: Output
 Split and freeze worksheets, arrange windows,
and save window arrangements in workspaces
 Preview and print worksheets; control scale,
orientation, gridlines, and margins; set print
area and titles; create headers and footers
 Save a workbook to an earlier version of Excel
or to portable formats such as PDF and XPS,
and share a workbook with another user by
attaching it to an email

An XPS Document

Chapter 7: Settings & Templates
 Control workbook and worksheet options,
as well as workbook properties
 Use templates to create highly functional
workbooks quickly

Module A: Workbook Options & Properties
 Set options for Excel, for workbooks, and
for worksheets
 Set document properties for a workbook
 Inspect a workbook for personal
information and compatibility or
accessibility issues

AutoRecover Options

Assessment: Workbook Options & Properties
You can control display options for Excel as a
whole, for a particular workbook, or for a
particular worksheet. True or false?
A. True
B. False
That's true. There are separate sections in
the Advanced options for all of these.

The document property called "Title" is the
same as workbook's file name. True or
false?
A. True
B. False
That’s false. The title property can be
different from the file name.

What is the best way to remove personal
information from a workbook's properties?
Choose the best answer.
A. Remove the properties carefully, one at a
time.
B. Use the Document Inspector.
C. Copy all of its data to a new, blank workbook.
B is correct. The Document Inspector is the best
way to remove personal information.

After attempting to fix an accessibility issue, you
must choose the Check Accessibility command
again to see if you've fixed the issue. True or
false?
A. True
B. False
That’s false. Fixing an accessibility issue will
automatically correct itself.

Module B: Templates
 Create a workbook based upon a template
 Save a workbook as a template

Available Templates

Expense Report from Template

Assessment: Templates
When you create a new workbook from a
template, you are editing the actual template.
True or false?
A. True
B. False
That’s false. When you create a new workbook
based on a template, it's a copy of the template.

Which of the following are reasons to save a
template in the default templates folder?
A. Because you cannot save them anywhere else.
B. Because the template will show up with your
others when you create new files.
C. Because it will be easy to find when you want
to edit it.
B is correct. You can save a template anywhere, but
it will be most useful in the default folder.

Data is not stored with a template. True or false?
A. True
B. False
That’s false. Anything you enter into the
template when you create it will be part of the
template. But it's good practice not to put data
that you'll want to change into a template.

Summary: Settings and Templates
 Control options for Excel, workbooks, and
worksheets, including display and
AutoRecover; use Document Properties
panel to set workbook properties
 Use built-in templates to create
workbooks quickly, and turn workbooks
into templates

Customer Form from Template

Excel-2016-L1-PPT.pptx

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