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Excel for Office Work: An Exercise Workbook for Training Participants

Course material for trainees: 30 step-by-step exercises, from formatting tables through IF and VLOOKUP to pivot tables, each with an expected result to check.

Technology Minimal · 58 pages · in English

Excel for Office Work: An Exercise Workbook for Training Participants

What's inside

The complete table of contents: exactly the chapters and sections you'll find in the file.

Chapter 1

How to Use This Workbook

  • Before You Start
  • How to Read the Formula Notation
  • Structure of One Exercise

Chapter 2

Formatting and Tables

  • Why We Start With How the Sheet Looks
  • Cleaning Up a Worksheet and Formatting Numbers and Dates
  • Converting a Range Into an Excel Table
  • Table Styles and Filtering Headers

Chapter 3

Formulas and References

  • Two Kinds of References, One Common Mistake
  • Your First Formula: Net Price to Gross Price
  • Relative References When Copying a Formula Down
  • Absolute References to a Fixed Rate

Chapter 4

The IF Function

  • One Decision, Three Levels of Difficulty
  • A Simple Condition: Order Fulfillment Status
  • Nested IF: Three Bonus Tiers
  • IF With AND and OR: Discount Qualification

Chapter 5

VLOOKUP and XLOOKUP

  • Finding Data in Another Table
  • Your First VLOOKUP: a Product's Price from the Price List
  • The #N/A Trap and the Fourth Argument
  • Switching to XLOOKUP

Chapter 6

Conditional Functions: SUMIFS and Its Family

  • Summing, Counting, and Averaging by Condition
  • SUMIFS With a Single Condition
  • SUMIFS With Multiple Conditions
  • COUNTIFS and AVERAGEIFS

Chapter 7

Sorting and Filtering

  • Putting a Large List in Order
  • Multi-Level Sorting of an Order List
  • Custom Filter: a Range of Values
  • An Autofilter Across Multiple Columns at Once

Chapter 8

PivotTables

  • Summarizing Without Writing Formulas
  • Your First PivotTable: Sales by Department
  • Grouping Dates in a PivotTable
  • A Calculated Column and Percentage Share

Chapter 9

Charts

  • When Numbers Are Better Shown Than Listed
  • A Column Chart Comparing Departments
  • A Line Chart for a Trend Over Time
  • A Chart From a PivotTable

Chapter 10

Conditional Formatting

  • Color as a Signal, Not Decoration
  • Color Scales for Sales Values
  • A Rule With Its Own Formula: Overdue Deadlines
  • Data Bars and Managing Rules

Chapter 11

Final Project: Monthly Department Report

  • One Data Set, Every Skill Learned
  • Preparing and Cleaning the Source Data
  • Summarizing With Formulas and a PivotTable
  • Visualization and Signaling: a Chart and Conditional Formatting

Chapter 12

Summary and Next Steps

  • A Map of Thirty Exercises
  • What Comes Next When This Workbook Is Done
  • Before You Close This Workbook

Look inside

The cover and the first pages of chapter one (from p. 6). Raw renders from the final PDF, unretouched. Click to enlarge.

Excel for Office Work: An Exercise Workbook for Training Participants (cover)Excel for Office Work: An Exercise Workbook for Training Participants (page 6)Excel for Office Work: An Exercise Workbook for Training Participants (page 7)Excel for Office Work: An Exercise Workbook for Training Participants (page 8)Excel for Office Work: An Exercise Workbook for Training Participants (page 9)Excel for Office Work: An Exercise Workbook for Training Participants (page 10)

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