Excel 2000 Expert Study Guide

Please note that you must have some experience using the MS Office products in order to pass the MOUS exams. These exams are not multiple choice, they are practical, and will test your ability to modify actual documents. This study guide has been organized to help you study for the Excel 2002 Core exam according to the objectives. This study guide begins with a listing of all of the Microsoft objectives for this exam, and then goes through each objective of the exam one by one, to help you cover every single one of the objectives during the studying process. In some sections of this study guide I have listed 2 or more ways of completing the same task - you need to find the one that works best for you. This exam tests you on your efficiency as well as your accuracy, so you need to find the method that works the best for you in the least amount of time. The Official Objectives From Microsoft For This Exam Are: Importing and Exporting Data Import data to Excel Export data from Excel Publish worksheets and workbooks to the Web Managing Workbooks Create, edit, and apply templates Create workspaces Consolidate data Audit a Worksheet Check and review data Find cells referred to in a specific formula Find formulas that refer to a specific cell Find errors Formatting Numbers Create and apply custom number formats Use conditional formats Use Macros Create and record macros Edit macros

Run macros

Working with Ranges Use named ranges in formulas Use Lookup and Reference functions Customizing Excel Customize toolbars and menus Create, edit, and run macro Auditing Worksheets Audit formulas Locate and resolve errors Identify dependencies in formulas Summarizing Data Use subtotals with lists and ranges Define and apply filters Add group and outline criteria to ranges Use data validation Retrieve external data and create queries Create Extensible Markup Language (XML) Web queries Analyzing Data Create a Micorsoft PivotTable, Microsoft PivotChart, and PivotTable/PivotChart Reports Forecast values with what-if analysis Add group and outline criteria to ranges Create and display scenarios Workgroup Collaboration Modify passwords, protections, and properties Create a shared workbook Track, accept and reject changes to workbooks Merge workbooks

Objective 1: Importing And Exporting Data

This objective requires you to know how to import and export data into Excel 2002.

Import data to Excel

Importing Text Files In order to import text files into Excel, follow these steps: 1. Select the Data menu 2. Select Get External Data 3. Select Import Text File 4. The Text Import Wizard should now appear on your screen 5. Making the appropriate selections click Next after each step of the Import Wizard 6. Click Finish 7. Click OK Importing Other Spreadsheets into Excel If you need to import other spreadsheets into Excel, follow these steps: 1. Select the File menu 2. Select the Open dialogue box 3. Select the file type from the Files Of Type drop-down list 4. Find the file you want to import 5. Click OK

Exporting Data From Excel

Exporting Data From Excel In order to export Data, follow these steps: 1. Select the File menu 2. Select Save As 3. Select the format you want to save the Excel workbook in from the Save as Type drop down list 4. Click Save

Publish worksheets and workbooks to the Web

Publishing Worksheets to the Web In order to publish workbooks or worksheets to the web, follow these steps: 1. Select the File menu 2. Select Save As Webpage 3. The Save As dialogue box should now appear on your screen 4. Make the appropriate selections 5. Click OK

Objective 2: Managing Workbooks

This objective requires you to know how to create templates, create workspaces, and to consolidate data.

Create, edit, and apply templates

Creating Templates In order to create templates, you need to follow these steps: 1. Select the Excel file that you want to save as a template 2. Select the File Menu 3. Select Save As 4. The Save As dialogue box should now appear on your screen 5. Select Template (*.xlt) in Files of Type 6. Click Save Editing Templates In order to edit templates, you need to follow these steps: 1. Select the File menu 2. Select Open 3. Select Templates in the Files of Type drop down list 4. Find the template you want to edit 5. Click Open 6. Edit and then save the template Applying Templates In order to apply templates, follow these steps: 1. Select the File menu 2. Select New 3. The New dialogue box should now appear on your screen 4. Select the template you want to use 5. Click OK

Create workspaces
Creating Workspaces In order to create a workspace, you need to follow these steps: 1. Select the File menu 2. Select Save Workspace 3. Make the appropriate selections 4. Click Save

Objective 3: Audit A Worksheet

This objective requires you to know and understand how to audit worksheets.

Check and review data

Checking and Reviewing Data In order to check and review data, you need to open the auditing toolbar. You can do this by following these steps: 1. Select the Tools menu 2. Select Auditing 3. Select Show Auditing Toolbar

Find cells referred to in a specific formula

Finding cells Referred To In A Specific Formula In order to find cells referred to in a specific formula, you need to follow these steps: 1. Select the cell that contains the formula 2. Click the Trace Precedents button on the Auditing Toolbar

Find formulas that refer to a specific cell

Finding Formulas That Refer To A Specific Cell In order to find formulas that refer to specific cells, follow these steps: 1. Select a cell 2. Click the Trace Dependants button on the Auditing Toolbar

Find errors
Finding Errors In order to find errors, follow these steps: 1. Select the cell that contains the error 2. Click the Trace Error button on the Auditing Toolbar

Objective 4: Formatting Numbers

This objective requires you to know how to create and apply customized formats, as well as how to use conditional formats.

Create and apply custom number formats

Creating and applying Custom Number Formats In order to create custom number formats, follow these steps: 1. Select the cell or cells that you want to format 2. Select the Format menu 3. Select Cells 4. Select the Numbers tab

5. 6. 7. 8.

Click Custom Give your format a name Make the appropriate selections Click Ok

Use conditional formats

Using Conditional Formats In order to use conditional formatting, you need to follow these steps: 1. Select the cell that you want to apply conditional formatting to 2. Select the Format menu 3. Select Conditional Formatting 4. The Conditional Formatting dialogue box should now appear on your screen 5. Make the appropriate selections 6. Click OK

Objective 5: Using Macros

This objective requires you to know how to create, edit and run macros.

Create and record macros

Recording Macros In order to record macros, you need to follow these steps: 1. Select the Tools menu 2. Select Macro 3. Select Record New Macro 4. The Record Macro dialogue box should now appear on your screen 5. Make the appropriate selections 6. Click Record 7. Go through the steps you want the macro to record

Edit macros
Editing Macros In order to edit macros, you need to follow these steps: 1. Select the Tools menu 2. Select Macro 3. Select Macros 4. The Macro dialogue box should now appear on your screen 5. Select the macro that you want to edit 6. Click Edit

Run macros

Running Macros In order to run macros, you need to follow these steps: 1. Select the Tools menu 2. Select Macro 3. Select Macros 4. The Macro dialogue box will now appear on your screen 5. Select the macro that you want to run 6. Click Run

Objective 6: Working With Ranges

This objective requires you to know how to use and look up ranges.

Use named ranges in formulas

Using A Named Range In A Formula In order to use a named range in a formula, follow these steps: 1. Type the name of the range inside the formula Or, you can: 1. Select the range with your mouse to place into the formula

Use Lookup and Reference functions

Correct Syntax for the Vlookup Function The correct syntax for the Vlookup function is: =VLOOKUP(lookup value, lookup table, column number). Hlookup The syntax for Hlookup is exactly the same, and the table will be turned 90 degrees.

Objective 7: Customizing Excel

This objective requires you to know how to customize toolbars, and run macros.

Customize toolbars and menus

Customizing a Toolbar In order to customize a toolbar, you need to follow these steps: 1. Select the Tools menu 2. Select Customize 3. The Customize dialogue box should now appear on your screen 4. Select the Commands tab 5. Make the appropriate selections

6. Click Close

Create, edit, and run macro

In Microsoft's infinite wisdom, they have repeated the same objective twice. This topic was sufficiently covered in the Objective 5: Using Macros section of this study guide.

Objective 8: Auditing Worksheets

Once again, Microsoft has repeated themselves in the objective listing. I am pointing this out so that you will not think that I am ignoring certain objectives. This entire objective category is sufficiently covered in the Objective 3: Audit A Worksheet section of this study guide.

Objective 9: Summarizing Data

This objective requires you to know how to apply filters and queries.

Use Subtotals With Lists and Ranges

Using Subtotals In order to use subtotals, you need to follow these steps: 1. Perform an ascending sort on the first column of data 2. Select a cell within the list that you want a subtotal for 3. Select the Data menu 4. Select Subtotals 5. The Subtotal dialogue box should now appear on your screen 6. Make the appropriate selections 7. Click OK

Define and apply filters

Using Data Filters Data filters are very cool. The AutoFilter allows you to filter a list very quickly. To apply an AutoFilter, select a cell within your list and click Data => Filter => AutoFilter. Each column header will contain a drop-down list from which you can select your filter criteria. Note that with simple AutoFilters, you can only apply a filter using one criterion at a time.