A Comprehensive Microsoft Excel Skills Checklist

According to a study conducted, 80 percent of job openings require word-processing and spreadsheet software skills. Excel is one of the most used tools in many industries and it assists you to manipulate and organize huge amounts of data which can be difficult to organize and time consuming. You will speed up your career and improve your chances of securing a job by learning to use Excel efficiently. https://coggno.com/blog/a-comprehensive-excel-skills-checklist/ According to a study conducted, 80 percent of job openings require word-processing and spreadsheet software skills. Excel is one of the most used tools in many industries and it assists you to manipulate and organize huge amounts of data which can be difficult to organize and time consuming. You will speed up your career and improve your chances of securing a job by learning to use Excel efficiently.

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888 585 9978 sales@coggno.comGET FREE LMSA Comprehensive MicrosoftExcel Skills ChecklistA Comprehensive Microsoft Excel Skills ChecklistROCHELLE VAN RENSBURG NOV, 2 2020 EXCELMICROSOFT MICROSOFT EXCEL MICROSOFT OFFICEAccording to a study conducted, 80 percent of job openingsrequire word-processing and spreadsheet software skills. Excelis one of the most used tools in many industries and it assistsyou to manipulate and organize huge amounts of data whichcan be di몭cult to organize and time consuming. You will speed

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A Comprehensive Microsoft

Excel Skills Checklist

A Comprehensive Microsoft Excel Skills Checklist

ROCHELLE VAN RENSBURG NOV, 2 2020 EXCEL

MICROSOFT MICROSOFT EXCEL MICROSOFT OFFICE

According to a study conducted, 80 percent of job openings

require word-processing and spreadsheet software skills. Excel

is one of the most used tools in many industries and it assists

you to manipulate and organize huge amounts of data which

can be di몭cult to organize and time consuming. You will speed

up your career and improve your chances of securing a job by

learning to use Excel e몭ciently.

Let’s have a look at some Excel skills and what each of them

involves:

Excel data input

Spreadsheets are very useful for sorting large amounts of

information. For example, If you have a list of 500 names, Excel

makes it easy to sort through your list and arrange everything

into an easy and clean spreadsheet.

Related Article: The Difference Between Microsoft Word and

Microsoft Excel

Keyboard shortcuts

There are a variety and number of keyboard shortcuts available

for Microsoft Excel you can use to make things more

convenient and speed up your work. The list is quite long, so it

may be a good idea to print it and keep it close when working

on your document.

Formatting of cells

You can format cells individually in your worksheet allowing you

to change things like cell color, borders, cell margins, etc. Excel

provides tools to make the process of formatting quick and

easy.

Cell references

A cell reference refers to a cell or a range of cells on a

spreadsheet that can be used in a formula enabling Excel to

몭nd the values or data that you want that formula to calculate.

You can use a cell reference in one or several formulas to refer

to data on other worksheets in the same workbook, data from

one or more cells on the worksheet, and data contained in

different areas of a worksheet.

Excel dates and times

Excel stores dates and times as a number representing the

number of days since 1900-Jan-0, plus a fractional portion of a

24 hour day. This is called a serial date or serial date-time.

Related Article: Why Improving Your Microsoft O몭ce Skills Are

Important in the Workplace

Converting Between Excel Data Types

The data type in Excel can be changed. Select the 몭eld or

column you want to change. On the 몭elds tab in the Properties

group, click the arrow in the drop-down list next to the Data type

and select a data type and then save your changes.

Excel view options

There are four types of Excel workbook views – Page break

preview, Normal, Custom view, and Page layout.

Subtotals

The subtotal function is designed for columns of data or

vertical ranges and not for rows of horizontal ranges. It ignores

any rows that are not included in the result of a 몭lter and is a

built-in function categorized as a Math/Trig function.

Hyperlinks

This function creates a shortcut that jumps to a 몭le or an

Internet address. It is a built-in function in Excel that serves as a

Reference/Lookup function.

Filtering

Also known as Excel Auto몭lter, this feature allows only speci몭c

data to be displayed. It is especially helpful when you need to

focus on speci몭c information in a large table or dataset.

Filtering doesn’t modify or remove data; it just changes which

records appear on your screen.

Password protection

Password protection is a security feature that involves a userprotected

password to protect your MS Word, Excel, PowerPoint

documents. Microsoft O몭ce 2007 uses modern encryption,

making the security very effective.

Saving an Excel document to PDF

You may wish to save an Excel document as a PDF 몭le instead

of a spreadsheet, if you for instance don’t want editable.

Converting it can be a bit tricky, but many online tutorials are

available to guide you through the process.

Advanced Excel skills and formulas

The following are a few Excel skills that will qualify you as an

advanced Excel user:

Excel Worksheets, ToolBars, Advanced Charting, Advanced

Formulae, Functions, INDEX + MATCH, VLOOKUP, Data Tables,

Simulations & Solver, Conditional Formatting, VBA & Macros,

and PIVOT Tables & PIVOT Reporting. Let’s look at some of

these in more detail:

Power Query, Tables and Formatting

Power Query is a tool available in Excel that allows you to

import data from many different sources and to transform,

clean, and reshape your data as required. It can import and

clean millions of rows into the data model for analysis.

Formatted tables have advantages; for example, 몭lter icons are

automatically added to the header row, the headers are always

visible as you scroll down the table and the table range

automatically expands (including the format) when you add

new columns or rows to the table.

Conditional formatting

This feature allows you to apply speci몭c formatting to cells that

require certain criteria. It is most commonly used as colorbased

formatting to emphasize, highlight, or differentiate

information and data stored in a spreadsheet.

Also Read: What To Look For In A Learning Management

System?

Advanced charting

This chart goes beyond the basic charts created by Excel. If

you, for example, have more than one set of data that you need

to compare on the same chart, you can create your basic chart

with one set of data, add more datasets to it and also apply

other items.

Pivot Tables and Pivot Reporting

A Pivot Table is a tool to summarize, reorganize, count, sort,

group, total, or average large amounts of data stored in a table.

It allows you to transform rows into columns and columns into

rows to present reports in a user-friendly way.

VBA Macros

Also known as the Visual Basic Application, VBA Macros are

used to create custom user-generated functions and create

automated processes by speeding up manual tasks.

It can also be used to access the Windows Application

Programming Interface (API).

Data Tables, Simulation and Solver

Data Table is a function that is useful in simple what-if

questions, variance-and sensitivity analysis, and even Monte

Carlo (Stochastic analysis of real-life within Excel).

A simulation is an imitation of a process or situation. Excel

remains one of the most commonly used tools to run

simulations and create data models.

Solver is an add-in program used for what-if analysis. You can

use it to 몭nd an optimal value for a formula in one cell subject

to limits or constraints on other formula cells’ values on a

worksheet.

Using Excel productively

Chances are very good that you are working harder than you

need to if you do not use Microsoft Excel in your business.

Some of the most common uses of Excel that allows a

company to be more productive are:

Forecasting and Budgeting.

Labor Scheduling.

Sales Tracking.

Financial Analysis and Financial Reporting.

Accounting.

Integrating Excel with other tools

Excel can be optimized by integrating it with other Microsoft

o몭ce tools such as MS Access which is a database

management system and MS Word – a word processing

system. Each has its own strengths, but if you integrate them

you gain bene몭ts from all of them.

Related Article: Why Should You Learn Microsoft O몭ce? Here

Are 6 Bene몭ts

Microsoft Excel core skills checklist

Let’s look at the Excel skills list in categories starting with

beginner and then moving on to intermediary, advanced, and

extra advanced.

Beginner:

Create a new document and save it.

Copy and paste.

Opening an existing document.

Entering, editing, and aligning data.

Selecting and deleting from a cell range.

Print Preview and printing on one page.

Headers and Footers.

Adjusting rows and columns and page orientation.

Intermediary

Checking spelling and changing cell shading.

Using Go to and Find and Replace.

Adding and deleting rows and columns.

Insert a page break and Undo.

Renaming and deleting worksheets.

Adding and moving between worksheets.

Creating simple formulae and freezing cells.

Change number display and Centre over columns.

Advanced

Copying and editing a formula.

Creating a Chart and changing the Chart Type.

Naming a range and Sorting a Cell Range.

Linking and Filtering Data.

Macros and Linking Workbooks.

Creating a scenario and using the Function Wizard to create

Formulae.

Extra advanced

The IF and VLOOKUP functions

Sub-grouping Columns or Rows and pasting Sheets or Charts

into Word.

Advanced orientation of text in cells and moving and copying

Sheets.

Useful functions such as SUM, COUNT and COUNTIF.

Protecting cells and worksheets from changes.

Paste Special and using Fill and Series.

Date calculations and Locking row or column references when

pasting formula.

Conclusion

Microsoft O몭ce Excel is an essential tool in the workplace

which everyone should familiarize themselves with if they want

to work more effectively and productively. It will also help to

secure a job and accelerate your career.

Coggno has a wide range of Microsoft O몭ce Excel-related

online corporate training courses.

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