To become technology power users, Hunter, Nori, Zoe, and Lochlan are exploring Microsoft OneNote, Sway, Mix, and Edge in Office 2016 and Windows 10.. Using Sway, you can combine text, im
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Trang 4St Clair County Community College
Excel 2016
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Trang 6BRIEF CONTENTS
Productivity Apps for School and Work PA-1
Module 1 Getting Started with Excel EX 1
Creating a Customer Order Report
Module 2 Formatting Workbook Text and Data EX 65
Creating a Sales Report
Module 3 Performing Calculations with Formulas and Functions EX 131
Calculating Farm Yield and Revenue
Module 4 Analyzing and Charting Financial Data EX 187
Preparing a Business Plan
Module 5 Working with Excel Tables, PivotTables, and PivotCharts EX 257
Tracking Sales Data T
Module 6 Managing Multiple Worksheets and Workbooks EX 327
Summarizing Rental Income Data
Module 7 Developing an Excel Application EX 387
Creating a Registration Receipt
Module 8 Working with Advanced Functions EX 463
Analyzing Employee and Product Data
Module 9 Exploring Financial Tools and Functions EX 529
Analyzing a Business Plan
Module 10 Performing What-If Analyses EX 595
Maximizing Profits with the Right Product Mix
Module 11 Analyzing Data with Business Intelligence EX 659
Creating a Sales Report for a Music Store
Module 12 Collaborating on a Shared Workbook EX 729
Working with a Team on a Financial Report
Appendix A Working with Text Functions and Creating Custom Formats
Cleaning Data in a Spreadsheet
Appendix B Advanced Filters, Database Functions, and
Summary IFS Functions EX B1
Filtering and Summarizing Database Information
Appendix C Working with Enhanced Formatting Tools EX C1
Formatting Seasonal Calendars for a Waterpark
Index ndex ndex REF 1 EXCEL
OFFICE
Trang 7Inserting Quizzes, Live Webpages, and Apps PA-12PA-12PSharing an Office Mix Presentation PA-121: Creating an Office Mix Tutorial for
OneNote PA-13PA-13P2: Teaching Augmented Reality with
Office Mix PA-13PA-13P3: Marketing a Travel Destination
with Office Mix PA-13PA-13PIntroduction to Microsoft Edge PA-14Browsing the Web with Microsoft Edge PA-14Locating Information with Cortana PA-14Annotating Webpages PA-151: Using Cortana in Microsoft Edge PA-162: Viewing Online News with
Reading View PA-163: Inking with Microsoft Edge PA-16
EXCEL MODULESModule 1 Getting Started with Excel
Creating a Customer Order Report EX 1
Session 1.1 Visual Overview:
The Excel Workbook EX 2Introducing Excel and Spreadsheets EX 4Opening an Existing Workbook EX 4Using Keyboard Shortcuts to Work Faster EX 6
PRODUCTIVITY APPS FOR
SCHOOL AND WORK PA-1
Introduction to OneNote 2016 PA-2
Creating a OneNote Notebook PA-2
Syncing a Notebook to the Cloud PA-2
Taking Notes PA-3
Converting Handwriting to Text PA-3
Recording a Lecture PA-4
1: Taking Notes for a Week PA-5
2: Using OneNote to Organize a Research
Paper PA-5
3: Planning Your Career PA-5
Introduction to Sway PA-6
Creating a Sway Presentation PA-6
Adding Content to Build a Story PA-7
Designing a Sway PA-8
Publishing a Sway PA-8
Sharing a Sway PA-8
1: Creating a Sway Resume PA-9
2: Creating an Online Sway Newsletter PA-9
3: Creating and Sharing a Technology
Presentation PA-9
Introduction to Office Mix PA-10
Adding Office Mix to PowerPoint PA-10
TABLE OF CONTENTS
Trang 8Getting Help EX 6
Using Excel 2016 in Touch Mode EX 6
Exploring a Workbook EX 7
Changing the Active Sheet EX 8
Navigating Within a Worksheet EX 9
Selecting a Cell Range EX 11
Closing a Workbook EX 13
Planning a Workbook EX 13
Starting a New Workbook EX 14
Renaming and Inserting Worksheets EX 15
Undoing and Redoing an Action EX 19
Editing Cell Content EX 19
Understanding AutoComplete EX 20
Displaying Numbers as Text EX 21
Entering Dates EX 22
Entering Numbers EX 24
Resizing Columns and Rows EX 25
Changing Column Widths EX 25
Wrapping Text Within a Cell EX 27
Changing Row Heights EX 28
Session 1.2 Visual Overview:
Excel Formulas and Functions EX 30Performing Calculations with Formulas EX 32Entering a Formula EX 32Copying and Pasting Formulas EX 35Simplifying Formulas with Functions EX 36Introducing Function Syntax EX 36Entering Functions with AutoSum EX 36Modifying a Worksheet EX 39Moving and Copying a Cell or Range EX 39Using the COUNT Function EX 41Inserting a Column or Row EX 42Deleting a Row or Column EX 44Inserting and Deleting a Range EX 45Using Flash Fill EX 47Formatting a Worksheet EX 48Adding Cell Borders EX 49Changing the Font Size EX 50Printing a Workbook EX 50Changing Worksheet Views EX 50Changing the Page Orientation EX 52Setting the Scaling Options EX 53Setting the Print Options EX 54Viewing Worksheet Formulas EX 55Saving a Workbook with a New Filename EX 56Session 1.2 Quick Check EX 57
Trang 9Session 2.2 Visual Overview:
Designing a Printout EX 94Calculating Averages EX 96Applying Cell Styles EX 98Copying and Pasting Formats EX 100Copying Formats with the
Format Painter EX 100Copying Formats with the
Paste Options Button EX 101Copying Formats with Paste Special EX 102Finding and Replacing Text and Formats EX 103Working with Themes EX 105Highlighting Data with Conditional
Formats EX 107Highlighting Cells Based on
Their Values EX 107Highlighting Cells with a Top/
Bottom Rule EX 109Other Conditional Formatting
Options EX 111Creating a Conditional Formatting
Legend EX 111Formatting a Worksheet for Printing EX 113Using Page Break Preview EX 113Defining the Print Area EX 114Inserting Page Breaks EX 115Adding Print Titles EX 117Designing Headers and Footers EX 118
Review Assignments EX 58
Case Problems EX 59
Module 2 Formatting Workbook Text and Data
Creating a Sales Report EX 65
Session 2.1 Visual Overview:
Formatting a Worksheet EX 66
Formatting Cell Text EX 68
Applying Fonts and Font Styles EX 68
Applying a Font Color EX 70
Formatting Text Selections Within
a Cell EX 72
Working with Fill Colors and Backgrounds EX 72
Changing a Fill Color EX 73
Adding a Background Image EX 74
Using Functions and Formulas to Calculate
Sales Data EX 75
Formatting Numbers EX 79
Applying Number Formats EX 79
Formatting Dates and Times EX 83
Formatting Worksheet Cells EX 84
Aligning Cell Content EX 84
Indenting Cell Content EX 85
Adding Borders to Cells EX 85
Merging Cells EX 87
Rotating Cell Contents EX 88
Exploring the Format Cells Dialog Box EX 89
Trang 10Filling a Series EX 156Exploring Auto Fill Options EX 158Filling Formulas EX 159Exploring Cell References EX 161Understanding Relative References EX 161Understanding Absolute References EX 162Understanding Mixed References EX 163Changing Cell References in a Formula EX 165Summarizing Data with the Quick
Analysis Tool EX 167Working with Dates and Date Functions EX 169Using Lookup Functions EX 171Finding an Exact Match with the VLOOKUP
Function EX 171Working with Logical Functions EX 174Session 3.2 Quick Check EX 180Review Assignments EX 181Case Problems EX 182
Module 4 Analyzing and Charting Financial Data
Preparing a Business Plan EX 187
Session 4.1 Visual Overview:
Chart Elements EX 188Introduction to Financial Functions EX 190Using the PMT Function EX 191Getting Started with Excel Charts EX 195Creating a Pie Chart EX 197
Session 2.2 Quick Check EX 122
Review Assignments EX 123
Case Problems EX 125
Module 3 Performing Calculations with Formulas
and Functions
Calculating Farm Yield and Revenue EX 131
Session 3.1 Visual Overview:
Formulas and Functions EX 132
Making Workbooks User-Friendly EX 134
Documenting Formulas EX 135
Using Constants in Formulas EX 136
Identifying Notes, Input Values, and
Calculated Values EX 140
Using Excel Functions EX 141
Understanding Function Syntax EX 141
Entering the COUNT function EX 142
Nesting the ROUND and AVERAGE
Functions EX 143
Using the Function Library and the Insert
Function Dialog Box EX 145
Performing What-If Analyses EX 149
Using Trial and Error EX 149
Using Goal Seek EX 150
Interpreting Error Values EX 151
Session 3.1 Quick Check EX 153
Session 3.2 Visual Overview:
Cell References and Formulas EX 154
Trang 11Creating a Combination Chart EX 230Working with Primary and Secondary
Axes EX 232Editing a Chart Data Source EX 235Exploring Other Chart Types EX 237Creating a Histogram EX 237Creating a Pareto Chart EX 239Using a Waterfall Chart EX 240Using a Hierarchical Chart EX 241Creating Sparklines EX 243Formatting the Sparkline Axis EX 245Working with Sparkline Groups EX 246Creating Data Bars EX 247Modifying a Data Bar Rule EX 249Session 4.2 Quick Check EX 250Review Assignments EX 251Case Problems EX 252
Module 5 Working with Excel Tables, PivotTables, and PivotCharts
Tracking Sales Data .EX 257
Session 5.1 Visual Overview:
Elements of an Excel Table EX 258Planning a Structured Range of Data EX 260Freezing Rows and Columns EX 262Creating an Excel Table EX 264Renaming an Excel Table EX 266
Charting with the Quick Analysis Tool EX 198
Moving and Resizing a Chart EX 200
Working with Chart Elements EX 201
Choosing a Chart Style EX 202
Formatting a Chart Legend EX 203
Formatting Pie Chart Labels EX 205
Changing the Pie Slice Colors EX 206
Formatting the Chart Area EX 207
Performing What-If Analyses with
Charts EX 208
Creating a Column Chart EX 210
Comparing Column Chart Subtypes EX 210
Creating a Clustered Column Chart EX 211
Moving a Chart to a Different
Worksheet EX 212
Editing a Chart Title EX 213
Creating a Stacked Column Chart EX 213
Session 4.1 Quick Check EX 217
Session 4.2 Visual Overview:
Charts, Sparklines, and Data Bars EX 218
Creating a Line Chart EX 220
Working with Axes and Gridlines EX 222
Editing the Scale of the Vertical Axis EX 222
Adding Gridlines to a Chart EX 224
Working with Column Widths EX 224
Formatting Data Markers EX 225
Trang 12Session 5.3 Visual Overview:
PivotTable and PivotChart EX 298Analyzing Data with PivotTables EX 300Creating a PivotTable EX 300Adding Fields to a PivotTable EX 303Changing the Layout of a PivotTable EX 305Formatting a PivotTable EX 306Filtering a PivotTable EX 308Adding a Field to the FILTERS Area EX 308Filtering PivotTable Fields EX 309Creating a Slicer to Filter a
PivotTable EX 310Refreshing a PivotTable EX 312Creating a Recommended PivotTable EX 314Creating a PivotChart EX 316Session 5.3 Quick Check EX 318Review Assignments EX 319Case Problems EX 320
Module 6 Managing Multiple Worksheets and Workbooks
Summarizing Rental Income Data .EX 327
Session 6.1 Visual Overview:
Worksheet Groups and 3-D References EX 328Grouping Worksheets EX 330Entering Headings and Formulas in a
Worksheet Group EX 332Formatting a Worksheet Group EX 334
Maintaining Data in an Excel Table EX 267
Sorting Multiple Columns Using the
Sort Dialog Box EX 272
Sorting Using a Custom List EX 274
Session 5.1 Quick Check EX 275
Session 5.2 Visual Overview:
Filtering Table Data EX 276
Filtering Data EX 278
Filtering Using One Column EX 278
Filtering Using Multiple Columns EX 280
Clearing Filters EX 281
Selecting Multiple Filter Items EX 281
Creating Criteria Filters to Specify More
Trang 13Using Templates EX 370Creating a Workbook Based on an
Existing Template EX 371Creating a Custom Workbook Template EX 375Creating a New Workbook
from a Template EX 378Session 6.3 Quick Check EX 380Review Assignment EX 381Case Problems EX 382
Module 7 Developing an Excel Application
Creating a Registration Receipt EX 387
Session 7.1 Visual Overview:
Excel Application and Defined Names EX 388Planning an Excel Application EX 390Naming Cells and Ranges EX 392Using the Name Box to Create
Defined Names EX 393Selecting Cells and Ranges by Their
Defined Names EX 394Creating Defined Names by Selection EX 395Editing and Deleting Defined Names EX 395Using the Paste Names Command EX 397Using Defined Names in Formulas EX 398Entering Formulas with Defined Names EX 399Adding Defined Names to
Existing Formulas EX 402Session 7.1 Quick Check EX 405
Working with Multiple Worksheets EX 336
Printing a Worksheet Group EX 345
Session 6.1 Quick Check EX 347
Session 6.2 Visual Overview:
Links and External References EX 348
Linking Workbooks EX 350
Navigating Multiple Workbooks EX 352
Arranging Multiple Workbooks EX 352
Creating Formulas with External
References EX 354
Updating Linked Workbooks EX 360
Updating a Destination Workbook with
Source Workbooks Open EX 360
Updating a Destination Workbook with
Source Workbooks Closed EX 361
Managing Links EX 363
Session 6.2 Quick Check EX 365
Session 6.3 Visual Overview:
Templates and Hyperlinks EX 366
Creating a Hyperlink EX 368
Inserting a Hyperlink EX 368
Editing a Hyperlink EX 370
Trang 14Working with the Visual Basic Editor EX 440Understanding the Structure of Macros EX 442Editing a Macro Using the
Visual Basic Editor EX 443Creating Macro Buttons EX 444Saving a Workbook with Macros EX 450Opening a Workbook with Macros EX 451Removing a Tab from the Ribbon EX 452Session 7.3 Quick Check EX 452Review Assignments EX 453Case Problems EX 455
Module 8 Working with Advanced Functions
Analyzing Employee and Product Data EX 463
Session 8.1 Visual Overview:
Logical Functions EX 464Working with Logical Functions EX 466Inserting Calculated Columns in an
Excel Table EX 467Using the IF Function EX 467Using the AND Function EX 470Using the OR Function EX 475Using Structured References to Create Formulas
in Excel Tables EX 477Session 8.1 Quick Check EX 481
Session 8.2 Visual Overview:
Lookup Tables and the IFERROR Function EX 482Creating Nested IFs EX 484
Session 7.2 Visual Overview:
Data Validation and Protection EX 406
Validating Data Entry EX 408
Specifying Validation Criteria EX 408
Creating an Error Alert Style
and Message EX 410
Creating an Input Message EX 411
Creating a List Validation Rule EX 412
Testing Data Validation Rules EX 416
Protecting a Worksheet and a Workbook EX 417
Locking and Unlocking Cells EX 418
Session 7.2 Quick Check EX 425
Session 7.3 Visual Overview:
Working with Macros EX 426
Automating Tasks with Macros EX 428
Protecting Against Macro Viruses EX 429
Macro Security Settings EX 429
Recording a Macro EX 432
Running a Macro EX 436
Creating the TransferData Macro EX 438
Fixing Macro Errors EX 440
Trang 15Calculating Borrowing Costs EX 532Calculating a Payment with the PMT
Function EX 532Calculating a Future Value with the FV
Function EX 534Calculating the Payment Period with
the NPER Function EX 536Calculating the Present Value with
the PV Function EX 537Creating an Amortization Schedule EX 540Calculating Interest and Principal
Payments EX 541Calculating Cumulative Interest and
Principal Payments EX 543Session 9.1 Quick Check EX 547
Session 9.2 Visual Overview:
Income Statement and Depreciation EX 548Projecting Future Income and Expenses EX 550Exploring Linear and Growth Trends EX 550Interpolating from a Starting Value to an
Ending Value EX 551Calculating the Cost of Goods Sold EX 553Extrapolating from a Series of Values EX 555Calculating Depreciation of Assets EX 557Straight-Line Depreciation EX 558Declining Balance Depreciation EX 558Adding Depreciation to an Income
Statement EX 563
Using LOOKUP Functions EX 489
Using the VLOOKUP Function to Find an
Using the IFERROR Function EX 501
Session 8.2 Quick Check EX 505
Session 8.3 Visual Overview:
Conditional Formatting and Functions EX 506
Applying Conditional Formatting EX 508
Highlighting Duplicate Values EX 508
Using the Conditional Formatting Rules
Manager EX 510
Using Functions to Summarize Data
Conditionally EX 513
Using the COUNTIF Function EX 514
Using the SUMIF Function EX 516
Using the AVERAGEIF Function EX 518
Session 8.3 Quick Check EX 522
Review Assignments EX 523
Case Problems EX 524
Module 9 Exploring Financial Tools and Functions
Analyzing a Business Plan .EX 529
Session 9.1 Visual Overview:
Loan and Investment Functions EX 530
Trang 16Understanding Cost-Volume Relationships EX 598Comparing Expenses and Revenue EX 598Exploring the Break-Even Point EX 600Finding the Break-Even Point with
What-If Analysis EX 601Working with Data Tables EX 603Creating a One-Variable Data Table EX 603Charting a One-Variable Data Table EX 606Modifying a Data Table EX 607Creating a Two-Variable Data Table EX 608Formatting the Result Cell EX 611Charting a Two-Variable Data Table EX 612Session 10.1 Quick Check EX 615
Session 10.2 Visual Overview:
What-If Scenarios EX 616Developing Financial Scenarios with
the Scenario Manager EX 618Defining a Scenario EX 619Viewing Scenarios EX 622Editing a Scenario EX 624Creating Scenario Summary Reports EX 625Session 10.2 Quick Check EX 629
Session 10.3 Visual Overview:
Optimal Solutions with Solver EX 630Introducing Product Mix EX 632Finding an Optimal Solution Using Solver EX 634
Adding Taxes and Interest Expenses to an
Income Statement EX 563
Session 9.2 Quick Check EX 565
Session 9.3 Visual Overview:
NPV and IRR Functions and Auditing EX 566
Calculating Interest Rates with the RATE
Function EX 568
Viewing the Payback Period of an
Investment EX 569
Calculating Net Present Value EX 571
The Time Value of Money EX 571
Using the NPV Function EX 571
Choosing a Rate of Return EX 572
Calculating the Internal Rate of Return EX 574
Using the IRR Function EX 574
Exploring the XNPV and XIRR
Functions EX 577
Auditing a Workbook EX 579
Tracing an Error EX 580
Evaluating a Formula EX 583
Using the Watch Window EX 585
Session 9.3 Quick Check EX 586
Review Assignments EX 587
Case Problems EX 589
Module 10 Performing What-If Analyses
Maximizing Profits with the Right Product Mix EX 595
Session 10.1 Visual Overview:
Trang 17Introducing Databases EX 682Relational Databases EX 682Querying an Access Database EX 683Exploring the Data Model EX 685Transforming Data with Power Pivot EX 689Exploring the Data Model in
Diagram View EX 690Managing Table Relationships EX 691Creating a PivotTable from the Data
Model EX 692Working with Fields from Multiple Tables EX 693Adding a Timeline Slicer EX 695Session 11.2 Quick Check EX 697
Session 11.3 Visual Overview:
Power View and Power Map EX 698Drilling Down into Data EX 700Outlining a PivotTable with a Date Field EX 701Creating a Hierarchy of Fields EX 702Visualizing Data with Power View EX 706Creating a Data Visualization EX 708Filtering Charts in a Power View Sheet EX 711Creating Multiple Charts EX 713Visualizing Data with Power Map EX 716Session 11.3 Quick Check EX 719Review Assignments EX 720Case Problems EX 722
Setting the Objective Cell and
Variable Cells EX 636
Adding Constraints to Solver EX 638
Exploring the Iterative Process EX 644
Creating a Solver Answer Report EX 645
Saving and Loading Solver Models EX 647
Session 10.3 Quick Check EX 651
Review Assignments EX 652
Case Problems EX 653
Module 11 Analyzing Data with Business Intelligence
Creating a Sales Report for a Music Store .EX 659
Session 11.1 Visual Overview:
Queries and Trendlines EX 660
Writing a Data Query EX 662
Using Power Query EX 662
Retrieving Data into an Excel Table EX 665
Editing a Query EX 666
Refreshing Query Data EX 667
Transforming Data with Queries EX 669
Adding a New Column EX 669
Grouping Values in a Query EX 670
Charting Trends EX 673
Creating a Forecast Sheet EX 675
Session 11.1 Quick Check EX 679
Session 11.2 Visual Overview:
Power Pivot and the Data Model EX 680
Trang 18Integrating Excel with Other Office Applications EX 762Object Linking and Embedding EX 762Customizing Excel for Your Work Style EX 769Developing a Workbook for International
Clients EX 772Saving a Worksheet as a PDF File EX 776Session 12.2 Quick Check EX 778Review Assignments EX 779Case Problems EX 780
Appendix A Working with Text Functions and Creating Custom Formats
Cleaning Data in a Spreadsheet EX A1
Opening and Saving Workbooks Created in Earlier Versions of Excel EX A2Using Text Functions EX A4Using the LEN and LEFT Functions EX A5Using the Paste Values Command EX A7Using the PROPER Function and the
CONCATENATE Function EX A8Applying the Text to Columns
Command EX A10Using the UPPER Function to Convert
Case EX A12Using the SUBSTITUTE Function EX A13Using Special Formats EX A15Creating Custom Formats EX A16Creating a Custom Number Format EX A16
Module 12 Collaborating on a Shared Workbook
Working with a Team on a Financial Report .EX 729
Session 12.1 Visual Overview:
Collaborating on a Workbook EX 730
Sharing a Workbook Among Multiple Users EX 732
Setting Privacy Options EX 732
Enabling Workbook Sharing EX 733
Tracking Changes in a Workbook EX 733
Reviewing Comments in a Shared
Workbook EX 736
Reviewing Changes Using the
Tracking Log EX 738
Accepting and Rejecting Edits EX 740
Merge and Compare Workbooks EX 743
Collaborating on the Internet EX 745
Saving a Workbook to OneDrive EX 745
Viewing a Workbook on the Web EX 746
Sharing Workbooks on OneDrive EX 747
Session 12.1 Quick Check EX 749
Session 12.2 Visual Overview:
Finalizing a Workbook EX 750
Preparing the Final Workbook EX 752
Setting Document Properties EX 752
Inspecting a Workbook EX 754
Protecting a Workbook EX 758
Marking a Workbook as Final EX 759
Signing Off on a Workbook EX 759
Trang 19Modifying a Conditional Formatting Rule EX C8Working with Color Scales EX C9Working with Icon Sets EX C13Using Formulas to Apply
Conditional Formatting EX C15Working with Pictures and SmartArt
Graphics EX C15Adding Text Labels to SmartArt
Graphics EX C17Applying SmartArt Styles EX C18Inserting and Editing Pictures EX C18Resizing a SmartArt Graphic EX C21Working with Themes EX C23Modifying a Theme’s Fonts and Colors EX C24Saving a Custom Theme EX C26Improving Accessibility with Alternative Text EX C27Review Assignments EX C29Case Problems EX C30
INDEX REF 1
Using the Compatibility Checker EX A20
Review Assignments EX A22
Case Problems EX A23
Appendix B Advanced Filters, Database Functions,
and Summary IFS Functions
Filtering and Summarizing Database Information EX B1
Using Advanced Filters EX B2
Understanding the Criteria Range EX B3
Creating a Criteria Range EX B7
Using Database Functions to Summarize
Data EX B11
Summarizing Data Using the COUNTIFS,
SUMIFS, and AVERAGEIFS Functions EX B16
Review Assignments EX B22
Case Problems EX B23
Appendix C Working with Enhanced Formatting Tools
Formatting Seasonal Calendars for a Waterpark EX C1
Creating a Custom Cell Style EX C2
Creating a Custom Table Style EX C4
Exploring Conditional Formats EX C7
Highlighting Cells EX C7
Trang 20Learn to use productivity apps!
videos with hands-on instructions, are
located on www.cengagebrain.com.
© Rawpixel/Shutterstock.com
School and Work
Lochlan keeps track of his class notes, football plays, and internship meetings with OneNote.
Nori is creating a Sway
site to highlight this year’s
activities for the Student
Government Association Hunter is adding interactive
videos and screen recordings
to his PowerPoint resume.
Zoe is using the annotation features of Microsoft Edge
to take and save web notes for her research paper.
Being computer literate no longer means mastery of only Word, Excel,
PowerPoint, Outlook, and Access To become technology power users, Hunter, Nori, Zoe, and Lochlan are exploring Microsoft OneNote, Sway, Mix, and Edge in Office 2016 and Windows 10.
In this Module
Introduction to OneNote 2016 2
Introduction to Sway 6
Introduction to Office Mix 10
Introduction to Microsoft Edge 14
Office Mix Edge
Corinne Hoisington
Trang 21notebook | section tab | To Do tag | screen clipping | note | template | Microsoft OneNote Mobile app | sync | drawing canvas | inked handwriting | Ink to Text
As you glance around any classroom, you invariably see paper notebooks and notepads
on each desk Because deciphering and sharing handwritten notes can be a challenge, Microsoft OneNote 2016 replaces physical notebooks, binders, and paper notes with a searchable, digital notebook OneNote captures your ideas and schoolwork on any device
so you can stay organized, share notes, and work with others on projects Whether you are a student taking class notes as shown in Figure 1 or an employee taking notes in company meetings, OneNote is the one place to keep notes for all of your projects
Bottom Line
• OneNote is a note-taking
app for your academic and
professional life.
• Use OneNote to get organized
by gathering your ideas,
sketches, webpages, photos,
videos, and notes in one place.
Figure 1: OneNote 2016 notebook Each notebook is divided into sections, also called section tabs, by subject or topic.
Personalize a page with a template, or stationery.
Pages can include pictures such as
screen clippings, images from any part
of a computer screen.
Attach files and enter equations
so you have everything you need in one place.
Write or draw directly on the page using drawing tools.
Use To Do tags, icons that help you keep track of your assignments and other tasks.
Creating a OneNote Notebook
OneNote is divided into sections similar to those in a spiral-bound notebook Each OneNote notebook contains sections, pages, and other notebooks You can use One-Note for school, business, and personal projects Store information for each type of project in different notebooks to keep your tasks separate, or use any other organiza-tion that suits you OneNote is flexible enough to adapt to the way you want to work When you create a notebook, it contains a blank page with a plain white background
by default, though you can use templates, or stationery, to apply designs in categories such as Academic, Business, Decorative, and Planners Start typing or use the buttons
on the Insert tab to insert notes, which are small resizable windows that can contain text, equations, tables, on-screen writing, images, audio and video recordings, to-do lists, file attachments, and file printouts Add as many notes as you need to each page
Syncing a Notebook to the Cloud
OneNote saves your notes every time you make a change in a notebook To make sure you can access your notebooks with a laptop, tablet, or smartphone wherever you are, OneNote uses cloud-based storage, such as OneDrive or SharePoint Microsoft
available for free in the Windows Store, Google Play for Android devices, and the AppStore for iOS devices
If you have a Microsoft account, OneNote saves your notes on OneDrive matically for all your mobile devices and computers, which is called syncing For example, you can use OneNote to take notes on your laptop during class, and then
auto-Learn to use OneNote!
instructions, are located on
www.cengagebrain.com.
Trang 22Taking Notes
Use OneNote pages to organize your notes by class and topic or lecture Beyond
sim-ple typed notes, OneNote stores drawings, converts handwriting to searchable text and
mathematical sketches to equations, and records audio and video
OneNote includes drawing tools that let you sketch freehand drawings such as
bio-logical cell diagrams and financial supply-and-demand charts As shown in Figure 3, the
Draw tab on the ribbon provides these drawing tools along with shapes so you can insert
diagrams and other illustrations to represent your ideas When you draw on a page,
One-Note creates a drawing canvas, which is a container for shapes and lines
OneNote is ideal for taking notes during meetings, whether you are recording minutes, documenting
a discussion, sketching product diagrams, or listing follow-up items Use a meeting template
to add pages with content appropriate for meetings
On the Job Now
Figure 2: Microsoft OneNote Mobile app
Lines and shapes are
in the Shapes group.
Make drawings using pens in the Tools group.
Figure 3: Tools on the Draw tab
Converting Handwriting to Text
When you use a pen tool to write on a notebook page, the text you enter is called
you use the Ink to Text button in the Convert group on the Draw tab, as shown in
Figure 4 After OneNote converts the handwriting to text, you can use the Search box
to find terms in the converted text or any other note in your notebooks
Trang 23Handwriting converted to searchable text
Writing inserted with a fingertip
Recording a Lecture
If your computer or mobile device has a microphone or camera, OneNote can record the
audio or video from a lecture or business meeting as shown in Figure 5 When you record
a lecture (with your instructor’s permission), you can follow along, take regular notes at your own pace, and review the video recording later You can control the start, pause, and stop motions of the recording when you play back the recording of your notes
Use OneNote as a place to
brain-storm ongoing work projects If
a notebook contains sensitive
material, you can
password-pro-tect some or all of the notebook
so that only certain people can
open it
On the Job Now
Figure 5: Video inserted in a notebook
Math Lecture video file
Video recording
Record Video button
Audio & Video Recording tab
Trang 24As a student, you can get organized by using OneNote to take detailed notes in your
classes Perform the following tasks:
a Create a new OneNote notebook on your Microsoft OneDrive account (the
default location for new notebooks) Name the notebook with your first name
followed by “Notes,” as in Caleb Notes.
b Create four section tabs, each with a different class name
c Take detailed notes in those classes for one week Be sure to include notes, drawings, and other types of content.Take detailed notes in those classes for one week Be sure to include notes, drawings, and other types of content.T
d Sync your notes with your OneDrive Submit your assignment in the format specified by your instructor
2: Using OneNote to Organize a Research Paper
You have a research paper due on the topic of three habits of successful students Use OneNote to organize your research Perform the following tasks:
a Create a new OneNote notebook on your Microsoft OneDrive account Name the notebook Success Research.
b Create three section tabs with the following names:
• Take Detailed Notes
• Be Respectful in Class
• Come to Class Prepared
c On the web, research the topics and find three sources for each section Copy a sentence from each source and paste the sentence into the appropriate section When you paste the sentence, OneNote inserts it in a note with a link to the source
d Sync your notes with your OneDrive Submit your assignment in the format specified by your instructor
3: Planning Your Career
Note: This activity requires a webcam or built-in video camera on any type of device.
Consider an occupation that interests you Using OneNote, examine the responsibilities, education requirements, potential salary, and employment outlook of a specific career Perform the following tasks:
a Create a new OneNote notebook on your Microsoft OneDrive account Name the notebook with your first name followed by a career title, such as
b Create four section tabs with the names Responsibilities, Education Requirements, Median Salary, and Employment
para-in a note with a lpara-ink to the source
e Research the median salary for a single year for this career Create a mathematical equation in the Median Salary section that multiplies the amount of the median salary times 20 years to calculate how much you will possibly earn
f For the Employment Outlook section, research the outlook for your career path Take at least four notes about what you find when researching the topic
g Sync your notes with your OneDrive Submit your assignment in the format specified by your instructor
instructions, are located on www.cengagebrain.com.
Trang 25Sway site | responsive design | Storyline | card | Creative Commons license | animation emphasis effects | Docs.com
Expressing your ideas in a presentation typically means creating PowerPoint slides
or a Word document Microsoft Sway gives you another way to engage an audience Sway is a free Microsoft tool available at Sway.com or as an app in Office 365 Using Sway, you can combine text, images, videos, and social media in a website called a Sway site that you can share and display on any device To get started, you create a digital story on a web-based canvas without borders, slides, cells, or page breaks A Sway site organizes the text, images, and video into a responsive
Figure 6 You store a Sway site in the cloud on OneDrive using a free Microsoft account
Bottom Line
• Drag photos, videos, and
files from your computer and
content from Facebook and
Twitter directly to your Sway
presentation.
• Run Sway in a web browser or
as an app on your smartphone,
and save presentations as
webpages.
Figure 6: Sway site with responsive design
You can display a Sway presentation
in a web browser.
Sway uses responsive design to make sure pages fit perfectly on any device.
Learn to use Sway!
instructions, are located on
www.cengagebrain.com.
Creating a Sway Presentation
You can use Sway to build a digital flyer, a club newsletter, a vacation blog, an tional site, a digital art portfolio, or a new product rollout After you select your topic and sign into Sway with your Microsoft account, a Storyline opens, providing tools and a work area for composing your digital story See Figure 7 Each story can include text, images, and videos You create a Sway by adding text and media content into a Storyline section, or card To add pictures, videos, or documents, select a card in the left pane and then select the Insert Content button The first card in a Sway presenta-tion contains a title and background image
Trang 26informa-To add content, select a card, which is designed
to hold a particular type
of information.
Arrange content in a Storyline, which contains all the text, pictures, videos, and other media in a Sway presentation.
Share and play published Sway sites.
After selecting a card, click the Insert Content button to add the content
to the Sway presentation.
Adding Content to Build a Story
As you work, Sway searches the Internet to help you find relevant images, videos,
tweets, and other content from online sources such as Bing, YouTube, Twitter, and
Facebook You can drag content from the search results right into the Storyline In
addition, you can upload your own images and videos directly in the presentation
For example, if you are creating a Sway presentation about the market for
commer-cial drones, Sway suggests content to incorporate into the presentation by displaying
it in the left pane as search results The search results include drone images tagged
with a Creative Commons license at online sources as shown in Figure 8 A Creative
Commons license is a public copyright license that allows the free distribution of an
otherwise copyrighted work In addition, you can specify the source of the media For
example, you can add your own Facebook or OneNote pictures and videos in Sway
without leaving the app
If you have a Microsoft Word document containing an outline
of your business content, drag the outline into Sway to create a card for each topic.
On the Job Now
Figure 8: Images in Sway search results
Storyline title
Drag an image to the picture placeholder box Suggested images in
the search results
Information about Creative Commons licenses
Select the source
of media objects
Trang 27fonts to fit your display, and by floating text, animating media, embedding video, and removing images as a page scrolls out of view Sway also evaluates the images in your Storyline and suggests a color palette based on colors that appear in your photos Use the Design button to display tools including color palettes, font choices, animation
Instead of creating your own design, you can click the Remix button, which randomly selects unique designs for your Sway site
Publishing a Sway
Use the Play button to display your finished Sway presentation as a website The Address bar includes a unique web address where others can view your Sway site As the author, you can edit a published Sway site by clicking the Edit button (pencil icon)
on the Sway toolbar
Sharing a Sway
When you are ready to share your Sway website, you have several options as shown in
Figure 9 Use the Share slider button to share the Sway site publically or keep it private
If you add the Sway site to the Microsoft Docs.com public gallery, anyone worldwide can use Bing, Google, or other search engines to find, view, and share your Sway site You can also share your Sway site using Facebook, Twitter, Google+, Yammer, and other social media sites Link your presentation to any webpage or email the link to your audience Sway can also generate a code for embedding the link within another webpage
If your project team wants to
col-laborate on a Sway presentation,
click the Authors button on the
navigation bar to invite others to
edit the presentation.
On the Job Now
Figure 9: Sharing a Sway site
Share button
Drag the slider button to Just me to keep the Sway site private
Send friends a link
to the Sway site
Post the Sway site on Docs.com
Options differ depending
on your Microsoft account
Trang 28Sway is a digital storytelling app Create a Sway resume to share the skills, job
experi-ences, and achievements you have that match the requirements of a future job interest
Perform the following tasks:
a Create a new presentation in Sway to use as a digital resume Title the Sway
Storyline with your full name and then select a background image
b Create three separate sections titled Academic Background, Work Experience, and Skills, and insert text, a picture,
and a paragraph or bulleted points in each section Be sure to include your own picture
c Add a fourth section that includes a video about your school that you find online
d Customize the design of your presentation
e Submit your assignment link in the format specified by your instructor
2: Creating an Online Sway Newsletter
Newsletters are designed to capture the attention of their target audience Using Sway, create a newsletter for a club, tion, or your favorite music group Perform the following tasks:
organiza-a Create a new presentation in Sway to use as a digital newsletter for a club, organization, or your favorite music group Provide a title for the Sway Storyline and select an appropriate background image
b Select three separate sections with appropriate titles, such as Upcoming Events In each section, insert text, a picture, and a paragraph or bulleted points
c Add a fourth section that includes a video about your selected topic
d Customize the design of your presentation
e Submit your assignment link in the format specified by your instructor
3: Creating and Sharing a Technology Presentation
To place a Sway presentation in the hands of your entire audience, you can share a link to the Sway presentation Create a Sway presentation on a new technology and share it with your class Perform the following tasks:
a Create a new presentation in Sway about a cutting-edge technology topic Provide a title for the Sway Storyline and select a background image
b Create four separate sections about your topic, and include text, a picture, and a paragraph in each section
c Add a fifth section that includes a video about your topic
d Customize the design of your presentation
e Share the link to your Sway with your classmates and submit your assignment link in the format specified by your instructor
instructions, are located on www.cengagebrain.com.
Trang 29add-in | clip | slide recording | Slide Notes | screen recording | free-response quiz
To enliven business meetings and lectures, Microsoft adds a new dimension to sentations with a powerful toolset called Office Mix, a free add-in for PowerPoint (An
Mix, you can record yourself on video, capture still and moving images on your top, and insert interactive elements such as quizzes and live webpages directly into PowerPoint slides When you post the finished presentation to OneDrive, Office Mix provides a link you can share with friends and colleagues Anyone with an Internet connection and a web browser can watch a published Office Mix presentation, such as the one in Figure 10, on a computer or mobile device
desk-Bottom Line
• Office Mix is a free PowerPoint
add-in from Microsoft that adds
features to PowerPoint.
• The Mix tab on the PowerPoint
ribbon provides tools for
creat-ing screen recordcreat-ings, videos,
interactive quizzes, and live
webpages.
Figure 10: Office Mix presentation
You can view a published Office Mix presentation in a browser on any device, even
if PowerPoint is not installed.
Display a list of slides with titles.
Click to continue
to the next slide.
Adding Office Mix to PowerPoint
To get started, you create an Office Mix account at the website mix.office.com using an email address or a Facebook or Google account Next, you download and install the Office Mix add-in (see Figure 11) Office Mix appears as a new tab named Mix on the PowerPoint ribbon in versions of Office 2013 and Office 2016 running on personal computers (PCs)
Figure 11: Getting started with Office Mix
Download the Office Mix free add-in from mix.office.com.
Click the Get Office Mix button to download Office Mix and install it as a tab
on the PowerPoint ribbon.
Learn to use Office Mix!
instructions, are located on
www.cengagebrain.com.
Trang 30Figure 13: Making a screen recording
Record the action on
the screen within the
red dashed outline.
Select Area button
Record audio while capturing your on-screen actions.
trate the content Office Mix creates video clips in two ways: by recording live action
on a webcam and by capturing screen images and movements If your computer has a
webcam, you can record yourself and annotate the slide to create a slide recording as
shown in Figure 12
When you are making a slide recording, you can record your spoken narration at
the same time The Slide Notes feature works like a teleprompter to help you focus
on your presentation content instead of memorizing your narration Use the Inking
tools to make annotations or add highlighting using different pen types and colors
After finishing a recording, edit the video in PowerPoint to trim the length or set
playback options
The second way to create a video is to capture on-screen images and actions with or
without a voiceover This method is ideal if you want to show how to use your favorite
website or demonstrate an app such as OneNote To share your screen with an
audi-ence, select the part of the screen you want to show in the video Office Mix captures
everything that happens in that area to create a screen recording, as shown in Figure 13
Office Mix inserts the screen recording as a video in the slide
Companies are using Office Mix to train employees about new prod- ucts, to explain benefit packages
to new workers, and to educate interns about office procedures.
To make your video recordings
accessible to people with hearing impairments, use the Office Mix closed-captioning tools You can also use closed captions to sup- plement audio that is difficult to understand and to provide an aid for those learning to read.
On the Job Now
Figure 12: Making a slide recording
Use inking tools to write and draw on the slide as you record.
Choose a video and audio device
to record images and sound.
Use the Slide Notes button to display notes for your narration.
Trang 31adding quizzes, live webpages, and apps Quizzes give immediate feedback to the user as shown in Figure 14 Office Mix supports several quiz formats, including a
and multiple-response formats
Figure 14: Creating an interactive quiz
Quizzes Videos
Apps button
Randomly shuffle quiz responses
Mix tab on the PowerPoint ribbon
Green checkmark identifies the correct answer
Figure 15: Sharing an Office Mix presentation
Office Mix dashboard displays the quiz analytics.
Sharing an Office Mix Presentation
When you complete your work with Office Mix, upload the presentation to your sonal Office Mix dashboard as shown in Figure 15 Users of PCs, Macs, iOS devices, and Android devices can access and play Office Mix presentations The Office Mix dashboard displays built-in analytics that include the quiz results and how much time viewers spent on each slide You can play completed Office Mix presentations online or download them as movies
Trang 32per-Note: This activity requires a microphone on your computer.
Office Mix makes it easy to record screens and their contents Create PowerPoint
slides with an Office Mix screen recording to show OneNote 2016 features Perform
the following tasks:
a Create a PowerPoint presentation with the Ion Boardroom template Create
an opening slide with the title My Favorite OneNote Features and enter your name in the subtitle.
b Create three additional slides, each titled with a new feature of OneNote Open OneNote and use the Mix tab in PowerPoint to capture three separate screen recordings that teach your favorite features
c Add a fifth slide that quizzes the user with a multiple-choice question about OneNote and includes four responses
Be sure to insert a checkmark indicating the correct response
d Upload the completed presentation to your Office Mix dashboard and share the link with your instructor.Upload the completed presentation to your Office Mix dashboard and share the link with your instructor.U
e Submit your assignment link in the format specified by your instructor
2: Teaching Augmented Reality with Office Mix
Note: This activity requires a webcam or built-in video camera on your computer.
A local elementary school has asked you to teach augmented reality to its students using Office Mix Perform the following tasks:
a Research augmented reality using your favorite online search tools
b Create a PowerPoint presentation with the Frame template Create an opening slide with the title Augmented Reality
and enter your name in the subtitle
c Create a slide with four bullets summarizing your research of augmented reality Create a 20-second slide recording of yourself providing a quick overview of augmented reality
d Create another slide with a 30-second screen recording of a video about augmented reality from a site such as YouTube
or another video-sharing site
e Add a final slide that quizzes the user with a true/false question about augmented reality Be sure to insert a checkmark indicating the correct response
f Upload the completed presentation to your Office Mix dashboard and share the link with your instructor.Upload the completed presentation to your Office Mix dashboard and share the link with your instructor.U
g Submit your assignment link in the format specified by your instructor
3: Marketing a Travel Destination with Office Mix
Note: This activity requires a webcam or built-in video camera on your computer.
To convince your audience to travel to a particular city, create a slide presentation marketing any city in the world using a slide recording, screen recording, and a quiz Perform the following tasks:
a Create a PowerPoint presentation with any template Create an opening slide with the title of the city you are marketing
as a travel destination and your name in the subtitle
b Create a slide with four bullets about the featured city Create a 30-second slide recording of yourself explaining why this city is the perfect vacation destination
c Create another slide with a 20-second screen recording of a travel video about the city from a site such as YouTube or another video-sharing site
d Add a final slide that quizzes the user with a multiple-choice question about the featured city with five responses Be sure to include a checkmark indicating the correct response
e Upload the completed presentation to your Office Mix dashboard and share your link with your instructor.Upload the completed presentation to your Office Mix dashboard and share your link with your instructor.U
f Submit your assignment link in the format specified by your instructor
instructions, are located on www.cengagebrain.com.
Trang 33Reading view | Hub | Cortana | Web Note | Inking | sandboxMicrosoft Edge is the default web browser developed for the Windows 10 operating system as a replacement for Internet Explorer Unlike its predecessor, Edge lets you write on webpages, read webpages without advertisements and other distractions, and search for information using a virtual personal assistant The Edge interface is clean and basic, as shown in Figure 16, meaning you can pay more attention to the webpage content.
Businesses started adopting
Internet Explorer more than
20 years ago simply to view
webpages Today, Microsoft
Edge has a different purpose:
to promote interaction with the
web and share its contents with
colleagues.
On the Job Now
Bottom Line
• Microsoft Edge is the name of
the new web browser built into
Windows 10.
• Microsoft Edge allows you to
search the web faster, take web
notes, read webpages without
distractions, and get instant
assistance from Cortana.
Figure 16: Microsoft Edge tools
Make a Web Note button
Share Web Note button More button
Add to favorites or reading list button Reading view button
Web address in the Address bar
Hub (Favorites, reading list, history, and downloads) button
Forward button
New tab button
Refresh (F5) button Back button
Browsing the Web with Microsoft Edge
One of the fastest browsers available, Edge allows you to type search text directly in the Address bar As you view the resulting webpage, you can switch to Reading view, which
is available for most news and research sites, to eliminate distracting advertisements For example, if you are catching up on technology news online, the webpage might
be difficult to read due to a busy layout cluttered with ads Switch to Reading view to refresh the page and remove the original page formatting, ads, and menu sidebars to read the article distraction-free
Consider the Hub in Microsoft Edge as providing one-stop access to all the things you collect on the web, such as your favorite websites, reading list, surfing history, and downloaded files
Locating Information with Cortana
After you turn on Cortana, it appears as an animated circle in the Address bar when you might need assistance, as shown in the restaurant website in Figure 17 When you click the Cortana icon, a pane slides in from the right of the browser window to display detailed information about the restaurant, including maps and reviews Cortana can also assist you in defining words, finding the weather, suggesting coupons for shop-ping, updating stock market information, and calculating math
Learn to use Edge!
instructions, are located on
www.cengagebrain.com.
Trang 34Annotating Webpages
One of the most impressive Microsoft Edge features are the Web Note tools, which
you use to write on a webpage or to highlight text When you click the Make a Web
Note button, an Inking toolbar appears, as shown in Figure 18, that provides writing
and drawing tools These tools include an eraser, a pen, and a highlighter with
differ-ent colors You can also insert a typed note and copy a screen image (called a screen
clipping) You can draw with a pointing device, fingertip, or stylus using different pen
colors Whether you add notes to a recipe, annotate sources for a research paper, or
select a product while shopping online, the Web Note tools can enhance your
produc-tivity After you complete your notes, click the Save button to save the annotations to
OneNote, your Favorites list, or your Reading list You can share the inked page with
others using the Share Web Note button
To enhance security, Microsoft Edge runs in a partial sandbox,
an arrangement that prevents attackers from gaining control
of your computer Browsing within the sandbox protects computer resources and information from hackers.
On the Job Now
in the Address bar
Cortana provides a map,
address, location details,
phone number, type of
food, rating, and menu.
Figure 18: Web Note tools in Microsoft Edge
Highlighted text
Typed note
Save a copy of the webpage with annotations
Inking toolbar
with Web Note
tools for making
Trang 351: Using Cortana in Microsoft Edge
Note: This activity requires using Microsoft Edge on a Windows 10 computer.
Cortana can assist you in finding information on a webpage in Microsoft Edge
Per-form the following tasks:
a Create a Word document using the Word Screen Clipping tool to capture the
• Screenshot C—Using Microsoft Edge, type 10 USD to Euros in the Address bar without pressing the Enter key
Cortana converts the U.S dollars to Euros
• Screenshot D—Using Microsoft Edge, type Apple stock in the Address bar without pressing the Enter key Cortana Apple stock in the Address bar without pressing the Enter key Cortana Apple stock
displays the current stock quote
b Submit your assignment in the format specified by your instructor
2: Viewing Online News with Reading View
Note: This activity requires using Microsoft Edge on a Windows 10 computer
Reading view in Microsoft Edge can make a webpage less cluttered with ads and other distractions Perform the following tasks:
a Create a Word document using the Word Screen Clipping tool to capture the following screenshots
• Screenshot A—Using Microsoft Edge, open the website mashable.com Open a technology article Click the Reading
view button to display an ad-free page that uses only basic text formatting
• Screenshot B—Using Microsoft Edge, open the website bbc.com Open any news article Click the Reading view
button to display an ad-free page that uses only basic text formatting
• Screenshot C—Make three types of annotations (Pen, Highlighter, and Add a typed note) on the BBC article page displayed in Reading view
b Submit your assignment in the format specified by your instructor
3: Inking with Microsoft Edge
Note: This activity requires using Microsoft Edge on a Windows 10 computer.
Microsoft Edge provides many annotation options to record your ideas Perform the following tasks:
a Open the website wolframalpha.com in the Microsoft Edge browser Wolfram Alpha is a well-respected academic search engine Type US$100 1965 dollars in 2015 in the Wolfram Alpha search text box and press the Enter key
b Click the Make a Web Note button to display the Web Note tools Using the Pen tool, draw a circle around the result on the webpage Save the page to OneNote
c In the Wolfram Alpha search text box, type the name of the city closest to where you live and press the Enter key Using the Highlighter tool, highlight at least three interesting results Add a note and then type a sentence about what you learned about this city Save the page to OneNote Share your OneNote notebook with your instructor
d Submit your assignment link in the format specified by your instructor
instructions, are located on www.cengagebrain.com.
Trang 36Getting Started with Excel
Creating a Customer Order Report
Case | Game Card
Peter Lewis is part owner of Game Card, a store in Missoula, Montana, that specializes in selling vintage board games Peter needs to track sales data, generate financial reports, create contact lists for loyal customers, and analyze market trends He can perform all of these tasks with Microsoft Excel 2016, (or just Excel),
an application used to enter, analyze, and present quantitative data He wants to create an efficient way of tracking the company inventory and managing customer sales Peter asks you to use Excel
to create a document in which he can enter customer purchases from the store
OBJECTIVES
Session 1.1
• Open and close a workbook
• Navigate through a workbook
and worksheet
• Select cells and ranges
• Plan and create a workbook
• Insert, rename, and move
worksheets
• Enter text, dates, and numbers
• Undo and redo actions
• Resize columns and rows
Session 1.2
• Enter formulas and the SUM
and COUNT functions
• Copy and paste formulas
• Move or copy cells and ranges
• Insert and delete rows,
columns, and ranges
• Create patterned text with
Flash Fill
• Add cell borders and change
font size
• Change worksheet views
• Prepare a workbook for
Trang 37Session 1.1 Visual Overview:
The formula bar displays the value or formula entered into the active cell.
The ribbon is organized
into tabs Each tab has
commands related to
particular activities or
tasks.
The ribbon contains
buttons that you click to
execute commands to
work with Excel.
The Name box Name box displays Name box displays
the cell reference of the
active cell In this case,
the active cell is cell H12.
The row headings are
numbers along the left
side of the workbook
window that identify the
different rows of the
worksheet
The status bar provides
information about the
workbook.
Buttons for related commands are organized on a tab
Trang 38The Excel Workbook
The Tell me what you want
to do box provides quick
access to commands and
The column headings are letters
along the top of the workbook
window that identify the different
columns of the worksheet.
A workbook is made up of
sheets Each sheet is identified
by a sheet name, which appears
grid of rows and columns in the workbook window
The Minimize button hides
a window so that only its program button is visible
on the taskbar.
The Restore Down button
returns a window to its previous size If the
Maximize button appears,
it expands the window to fill the screen.
Trang 39Introducing Excel and Spreadsheets
A spreadsheet is a grouping of text and numbers in a rectangular grid or table
Spreadsheets are often used in business for budgeting, inventory management, and financial reporting because they unite text, numbers, and charts within one document They can also be employed for personal use for planning a personal budget, tracking expenses, or creating a list of personal items The advantage of an electronic spreadsheet is that the content can be easily edited and updated to reflect changing financial conditions
To start Excel:
◗ 1 On the Windows taskbar, click the Start button The Start menu opens.
◗ 2 Click All Apps on the Start menu, scroll the list, and then click Excel 2016
Excel starts and displays the Recent screen in Backstage view Backstage view
provides access to various screens with commands that allow you to manage files and Excel options On the left is a list of recently opened workbooks On the right are options for creating new workbooks See Figure 1-1
preview of a template
Opening an Existing Workbook
Excel documents are called workbooks From the Recent screen in Backstage view, you can open a blank workbook, open an existing workbook, or create a new workbook based on a template A template is a preformatted workbook with many design features and some content already filled in Templates can speed up the process
of creating a workbook because much of the effort in designing the workbook and entering its data and formulas is already done for you
Figure 1-1 Recent screen in Backstage view
Trang 40To open the Game Card financial status workbook:
◗ 1 In the navigation bar on the Recent screen, click the Open Other Workbooks link The Open screen is displayed and provides access to
different locations where you might store files The Recent Workbooks list shows the workbooks that were most recently opened on your computer
◗ 2 Click the Browse button The Open dialog box appears.
◗ 3 Navigate to the Excel1 > Module folder included with your Data Files.
Trouble? If you don’t have the starting Data Files, you need to get them before you can proceed Your instructor will either give you the Data Files or ask you to obtain them from a specified location (such as a network drive) If you have any questions about the Data Files, see your instructor or technical support person for assistance
◗ 4 Click Finances in the file list to select it.
◗ 5 Click the Open button The workbook opens in Excel.
Trouble? If you don’t see the full ribbon as shown in the Session 1.1 Visual Overview, the ribbon may be partially or fully hidden To pin the ribbon
so that the tabs and groups are fully displayed and remain visible, click the Ribbon Display Options button
so that the tabs and groups are fully displayed and remain visible, click
, and then click Show Tabs and Commands
◗ 6 If the Excel window doesn’t fill the screen, click the Maximize button in in the upper-right corner of the title bar See Figure 1-2
Figure 1-2 Finances workbook
status bar