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TERMS OF USE
© LEARN NEW SKILLS FROM HOME 2009. Please note that no part of this document may be
reproduced in any form or by any means (including photocopying or storing it in any medium)
without written permission from Paul Buggs.
GUIDE FORMAT
The TEACH YOURSELF EXCEL 2013 ADVANCED guide was created in the following format:
Although operating systems (Windows 7, Windows 8 or higher) and text style requirements will
not encumber the completion of this guide, it is advised that learners use the recommended (by
Microsoft) 1024x768 or higher screen resolution when using Microsoft Office 2013; this is due to
a dynamic ribbon being used, which adjusts the amount of options displayed depending on
visible space.
PUBLISHED BY:
Paul Buggs
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Sutton-At-Hone
Dartford
Kent
DA4 9EZ
UK
Web: www.learn-new-skills-from-home.com
Email#1: admin@learn-new-skills-from-home.com
Email#2: paulbuggs73@googlemail.com
Tel: (+44) 0796-3291694
THIRD EDITION:
All reasonable precautions have been made in the preparation of this document, including both
technical and non-technical proofing. At LEARN NEW SKILLS FROM HOME we work to the
highest quality, if a learner finds any discrepancies within this document, please do not hesitate
to contact us.
TEACH YOURSELF
EXCEL 2013 ADVANCED
BY PAUL BUGGS
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CONTENTS
INTRODUCTION
TEACH YOURSELF
Teach Yourself via Visual Learning ................................................................................................................ 6
Units covered within this Guide ...................................................................................................................... 6
About the Author ................................................................................................................................................... 6
Acknowledgements .............................................................................................................................................. 7
QUALIFICATIONS
Overview .................................................................................................................................................................. 7
ECDL (ICDL) Advanced Modules ..................................................................................................................... 7
ECDL (ICDL) Expert.............................................................................................................................................. 7
ITQ Advanced ......................................................................................................................................................... 8
Testing Centres ...................................................................................................................................................... 8
Sample Tests ........................................................................................................................................................... 8
GUIDE
How to use this Guide .......................................................................................................................................... 9
Software Requirements ...................................................................................................................................... 9
Updates ..................................................................................................................................................................... 9
Downloading Work-Files ................................................................................................................................ 10
Key Symbols ......................................................................................................................................................... 10
EXCEL 2013
Layout ..................................................................................................................................................................... 12
Worksheets ........................................................................................................................................................... 13
The Microsoft Office Button ........................................................................................................................... 14
Ribbon .................................................................................................................................................................... 15
Quick Access Toolbar........................................................................................................................................ 15
SYLLABUS
Areas Covered ..................................................................................................................................................... 16
OVERVIEW
History ................................................................................................................................................................... 17
File Formats ......................................................................................................................................................... 17
Extensions ............................................................................................................................................................. 17
VBA .......................................................................................................................................................................... 18
Popular Functions .............................................................................................................................................. 18
Shortcuts................................................................................................................................................................ 19
Worksheet/Workbook Specifications & Limits ..................................................................................... 20
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FORMATTING
Freeze Panes ........................................................................................................................................................ 21
Move/Copy Worksheets .................................................................................................................................. 23
Hide Data ............................................................................................................................................................... 26
Merge Spreadsheets .......................................................................................................................................... 28
Split Windows ..................................................................................................................................................... 33
Absolute Cell Referencing ............................................................................................................................... 35
Conditional Formatting ................................................................................................................................... 39
Custom Number Format .................................................................................................................................. 41
CHARTS
Chart Data ............................................................................................................................................................. 89
Chart Formatting ................................................................................................................................................ 94
Chart Elements ..................................................................................................................................................100
ANAYLYSIS
Sort Data Range ................................................................................................................................................105
Filtering Data .....................................................................................................................................................108
Scenarios .............................................................................................................................................................111
Table Formatting ..............................................................................................................................................116
Manipulate Pivot Table ..................................................................................................................................119
Advanced Filtering ..........................................................................................................................................122
ENHANCING PRODUCTIVITY
Define Cell Name ..............................................................................................................................................141
Macros ..................................................................................................................................................................143
Paste Special.......................................................................................................................................................150
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COLLABORATIVE EDITING
Document Security ..........................................................................................................................................153
Hyperlinks...........................................................................................................................................................157
Track Changes ...................................................................................................................................................150
Accept & Reject Changes in a Worksheet ...............................................................................................161
Trace Precedents & Dependent Cells .......................................................................................................168
TEST AREA
Practice Tests.....................................................................................................................................................171
Completed Criteria ..........................................................................................................................................172
Test Structure ....................................................................................................................................................173
Advanced Spreadsheets Unit Test#1........................................................................................................174
Advanced Spreadsheets Unit Marking Scheme Test#1 .....................................................................176
Advanced Spreadsheets Unit Test#2........................................................................................................177
Advanced Spreadsheets Unit Marking Scheme Test#2 .....................................................................179
REFERENCE
Index......................................................................................................................................................................180
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INTRODUCTION
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TEACH YOURSELF VIA VISUAL LEARNING
Visual learning is a teaching and learning style in which images, pictures or colours are used to gain
information for studying. Visual learning forms part of the three basic learning styles which includes the
Kinesthetic (learning that takes place via physical activity as opposed to listening or watching) and
Auditory (learning that takes place via listening) learning styles. Generally visual learners also have a
good sense of spatial awareness (sense of direction) and often like to draw and scribe.
At LEARN NEW SKILLS FROM HOME, we strive to help self-study learners achieve their goals by
providing affordable learning materials without compromising on quality. All our study materials are
designed for the VISUAL LEARNER and use easy-to-follow, step-by-step instructions, illustrated
throughout via screen shots. This easy-to-use visual guide covers advanced features in the popular
Microsoft Office Excel 2013 application. Additional learning support supplied includes examination
checks, shortcut tips, test structures and underpinning knowledge. Learners will also have FREE access
to our online Members’ Area (12 months access), which has additional question and answer snippets, job
search facilities, qualification updates and a learner’s forum.
The Advanced (level 3) unit covered within this guide incorporate the, internationally recognised ECDL
Advanced (European Computer Driving Licence), ICDL Advanced (International Computer Driving
Licence) and the nationally (UK) recognised syllabus for the Information Technology Qualification
(ITQ) certification.
In 2009 Paul founded LEARN NEW SKILLS FROM HOME to help self-study learner's achieve their
educational goals using quality study guides that incorporate both maximum learning flexibility and
cost-effectiveness.
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ACKNOWLEDGMENTS
- www.ecdlexpert.co.uk
- www.bcsitq.co.uk
-www.ecdl.org
- www.learn-new-skills-from-home.com
- www.learn-new-skills.co.uk
- www.home-study-courses.org
- www.office.microsoft.com
- www.bcs.org
- en.wikipedia.org
QUALIFICATION OVERVIEW
The ECDL Foundation offers globally recognised ICT (Information Communication Technology)
certifications, which many leading corporations/governments (IBM, IKEA, Ministry of Defence, Post
Office, Bank of England, Shell and Pfizer) have adopted as their prerequisit e ICT benchmark for
employees. The quality and reputation of the Foundation has been built on over a decade of
experience in successfully delivering ICT certification to over 9 million people, in 41 languages,
covering 148 countries around the world. The ECDL (European Computer Driving Licence)
qualification was established in 1997 and due to its success the ICDL (International Computer
Driving Licence) was established shortly after in 1999 for the international market outside Europe.
Both the ECDL and ICDL certifications are global recognised qualifications and have the same
syllabus and test structures, the only difference being the ECDL is designated for European (ECDL)
countries the ICDL for regions outside Europe. Further information including qualification news and
updates can be found on the ECDL Foundation website - www.ecdl.org
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ITQ ADVANCED UNIT
The ITQ )nformation Technology Qualification unit Improving Productivity Using IT was
introduced in 2010 to allow learners (UK only) to use their ICT skills and knowledge to manipulate
commonly used IT tools and improve their overall productivity. ITQ certifications consist of a
portfolio of qualifications which replaced the NVQ "National Vocational Qualifications" for IT and
computing units. ITQ is a UK nationally recognised programme, which has been designed by
employers to meet the needs of today's businesses. The ITQ Improving Productivity Using IT unit
can be mapped to the ECDL portfolio and once added to four ECDL Advanced (level 3) modules
enables learners to claim the ITQ Level 3 in IT User Skills certification provided by BCS (British
Computer Society). Candidates only need to successfully achieve one of three available (Word, Excel
or PowerPoint) advanced scenario based assignments to gain the ITQ certification. ITQ Advanced
units can be completed by both manually and automated test methods. Further information about
ITQ Units can be found on the BCS/ITQ website - www.bcsitq.co.uk
TESTING CENTRES
ECDL (ICDL) Advanced examinations incur no registration fees but examinations cost approximately
£70 per exam (prices may vary). Candidate identification is required usually in the form of a utility
bill and passport or driving licence. Learners are advised to book their desired examination date
10-14 days prior. In September 2012, manual tests for ECDL Advanced units/modules were
replaced with industry standard e-assessments. E-assessments offer many advantages over manual
tests, including instant results and a breakdown of a candidate’s strengths and weaknesses.
ITQ Advanced learners must register at their local testing centre (10-14 days recommended), prior
to their first examination, identification is required usually in the form of a utility bill and passport
or driving licence. A one off administration fee may be incurred of approximately £50 - £70 (prices
may vary). For further information please contact your local testing centre.
There are literary 1000's of ECDL Advanced, ICDL Advanced and ITQ Advanced test centres around
the UK and , ’s globally. Please visit the BCS website to find your nearest test centre -
http://apps.bcs.org/fac/
SAMPLE TESTS
Additional ECDL Advanced, ICDL Advanced and ITQ Advanced sample tests are available for FREE
via the ECDL website:
http://www.ecdl.org
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HOW TO USE THIS GUIDE
This guide covers Advanced (level 3) features using popular Microsoft Office 2013 applications. As
this guide is set at level 3 (A-Level) it is aimed at learners who have some prior knowledge of the
application/s they wish to study. Learners can use this guide to complete individual or several
(Word-Processing, Spreadsheets, Databases or PowerPoint) units/modules. Learners who wish to
complete all five units/modules can study them in any order enabling them to concentrate on areas
of most importance first.
SOFTWARE REQUIREMENTS
ECDL and ITQ Units are non vendor-specific, which means examinations can be taken using a variety
of software Lotus Notes, Microsoft Office, Open Office etc… packages. For the purposes of this
training guide we have selected the Microsoft Office 2013 Suite . The Office 2013 suite of
applications is predominately used within most companies globally and therefore enables learners
to maximize their prospects in finding employment and enhancing their careers. Additionally Office
2013 applications can be used virtually via the Office 365 service and are designed to be integrated
into Windows 8, utilising touch screen technology. To complete the unit/modules within this guide,
learners will need access to a PC (Windows 7 or higher operating system) and Microsoft Office 2013.
Free 60 day trials of Microsoft Office 2013 can be downloaded via the Microsoft website at:
http://office.microsoft.com
UPDATES
To reflect any syllabus, exam and guide updates we have supplied an updates page, where learners
can access and download any recent changes:
http://www.learn-new-skills-from-home.com/our-courses/resources/updates.html
(Second Site) https://sites.google.com/site/learnnewskillsfromhome/updates
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DOWNLOADING WORK-FILES
All required work-files for this training guide are supplied within the Advanced folder of the
learners chosen application (Word, Excel, Access and PowerPoint) and are available for 24/7
download at:
http://www.learn-new-skills-from-home.com/our-courses/resources/work-files.html
(Second Site) https://sites.google.com/site/learnnewskillsfromhome/home
KEY SYMBOLS
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ADVANCED SPREADSHEET UNIT
USING EXCEL 2013
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ADVANCED SPREADSHEETS UNIT
The Advanced Spreadsheets Unit covers advanced features, shortcuts, examination
checks and underpinning knowledge related to Microsoft Office Excel 2013
certifications. The Advanced Spreadsheets unit enables candidates to complete
complex tasks in a Spreadsheet (Microsoft Excel) application. Advanced tasks include
conditional formatting and functions associated with logical, statistical, financial and
mathematical operations, working with tables and lists to analyse, filter and sort data,
pivot tables and creating and using scenarios.
RECENT WORKBOOKS
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WORKSHEETS
In Excel a Worksheet is a collection of cells on a single sheet within a Workbook (Spreadsheet), where
users can store and manipulate their data. Previous Excel version displayed a default set of three
worksheet tabs; Excel 2013 has a new added feature to automatically add worksheets, making it easier
for users to keep track of their data.
COLUMN
CELL
ROW
WORKSHEET TAB
ZOOM PAGE BAR
CURRENT VIEW
ASSIGNED MACROS Excel 2013 allows the user
to easily add additional
worksheets.
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THE MICROSOFT OFFICE BUTTON
In Office 2013 the Office Button (FILE tab) has been updated both cosmetically (text appears
capitalised) and functionally (when selected a new screen appears, making it easier to view commands
and menu options). Menu options include New, Open, Save, Save As, Print and Options button (for
accessing additional commands). Once the user has accessed their desired function they can return
to the main screen via the Back button option.
COMMAND OPTIONS
MENU OPTIONS
OPTIONS BUTTON
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RIBBON
Microsoft Excel 2013 unlike some previous versions (2000, 2003) uses a Ribbon interface to issue
commands. The Ribbon is located near the top of the window, below the Quick Access Toolbar . At
the top of the Ribbon are several tabs; clicking a tab will display several related command groups.
Within each group are linked command buttons. Additionally a dialog box launcher is located in the
bottom-right corner of several groups, clicking the dialog box launcher option will give access to
extra commands. It is advised that learners use the recommended (by Microsoft) 1024x768 or
higher screen resolution when using Microsoft Office 2013; this is due to a dynamic ribbon being
used, which adjusts the amount of options displayed depending on visible space.
COMMAND BUTTONS/OPTIONS
RIBBON TAB
The Quick Access Toolbar is located by default at the top of the Excel window and provides quick
access to tools that are used frequently. The Quick Access Toolbar can be customized by adding and
removing commands to it.
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SYLLABUS AREAS COVERED
Due to the new ECDL (ICDL) Advanced syllabus version 2.0 overhaul, the four Advanced ECDL and
ICDL modules (Word-Processing, Spreadsheets, Databases and Presentations) have been updated,
making the questions more relevant for modern day usage. The marking structure for the new ECDL
(ICDL) Advanced syllabus v2.0 is still the same as in the previous v1.0 syllabus with 20 questions a
required pass mark of 15 out of 20 (75%) and 1 hour time limit. The full v2.0 syllabus can be
downloaded via the ECDL website – www.ecdl.org
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OVERVIEW
The following guide covers advanced features, shortcuts, examination checks and underpinning
knowledge related to Microsoft Office Excel 2013 certifications. Once you have worked your way
through the guide and are satisfied that you understand the information provided attempt the Advanced
Spreadsheets tests located at the end of this unit.
HISTORY
A Spreadsheet is an electronic computer program that is used for storing, organizing and manipulating
data. Spreadsheets hold their data via cells. Compatible cell data includes numbers, text and formulas.
Excel has all the features of a spreadsheet application incorporated into it. Features include using a grid
of cells, which are arranged in numbered rows and letter-named columns to organize data. Excel has
hundreds of supplied functions to answer statistical, engineering and financial queries. Function types
embedded into Excel are Automation, Cube, Database, Date and time, Engineering, Financial, Information,
Logical, Lookup, Reference, Math, Trigonometry, Statistical and Text functions. Excel supports many
kinds of charts to help you display data in ways that are meaningful to your audience. Chart types
embedded into Excel are Column, Bar, Line, Pie, XY (Scatter), Area, Doughnut, Radar, Surface, Bubble,
Stock, Cylinder, Cone and Pyramid charts.
FILE FORMATS
Excel 2013 supports the XLSX XML format . The XLSX format took over from the standard XLS
format used in previous office (2000, XP, 2003) versions. Excel can also convert documents to
different file formats including PDF and XPS (Portable Document Format) which preserves document
formatting and enables file sharing. When the PDF format file is viewed online or printed, it retains the
format that you intended. The PDF format is also useful for documents that will be reproduced by using
commercial printing methods. XML Paper Specification (XPS) is a format that preserves document
formatting and enables file sharing.
EXTENSIONS
Workbook .xlsx
Template .xltx
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VBA
Excel like other Office applications is supported by Visual Basic for Applications (VBA), an object-
oriented programming language that can reference a variety of objects including Data Access Objects
(DAO) and ActiveX Data Objects. VBA allows the user to employ a wide variety of numerical methods, for
example, for solving differential equations of mathematical physics, and then reporting the results back
to the spreadsheet.
POPULAR FUNCTIONS
HLOOKUP Looks in the top row of an array and returns the value of the indicated cell
VLOOKUP Looks in the first column of an array and moves across the row to return the
value of a cell
DSUM Adds the numbers in columns of records that match the criteria
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SHORTCUTS
KEY DESCRIPTION
CTRL+SHIFT+$ Applies the Currency format with two decimal places (negative
numbers in parentheses).
CTRL+SHIFT+^ Applies the Scientific number format with two decimal places.
CTRL+SHIFT+# Applies the Date format with the day, month, and year.
CTRL+H Displays the Find and Replace dialog box, with the Replace tab
selected.
CTRL+S Saves the active file with its current file name, location, and file
format.
CTRL+Z Uses the Undo command to reverse the last command or to delete the
last entry that you typed.
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WORKSHEET/WORKBOOK SPECIFICATIONS & LIMITS
Colours in a workbook 16 million colours (32 bit with full access to 24 bit
colour spectrum)
Unique font types 1,024 global fonts available for use; 512 per workbook
Number formats in a workbook Between 200 and 250, depending on the language
version of Excel that you have installed
Panes in a window 4
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FREEZE PANES
Open the Extra spreadsheet located in the Advanced Spreadsheets folder by double clicking it.
http://office.microsoft.com
CELL D2
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Select the VIEW tab located on the ribbon.
VIEW TAB
Select the Freeze Panes drop-down option within the Window group.
WINDOW GROUP
Select the first (Freeze Panes) option from the drop-down list.
A solid line will be displayed to indicate that the window is frozen up to that point.
FROZEN POINT
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Select the Office Button (FILE) tab.
MOVE/COPY WORKSHEETS
Open both the Extra spreadsheet (if required) located in the Advanced Spreadsheets folder and
the Totals spreadsheet (workbook) located within the Advanced Spreadsheets folder.
EXTRA SPREADSHEET
Multiple spreadsheets can be
opened in Excel by selecting
them with the Ctrl key held
down.
Excel spreadsheets are also
known as workbooks.
TOTALS SPREADSHEET
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The two spreadsheet files will be displayed as tabs on the Taskbar. Select the Extra tab.
EXTRA TAB
DCOUNT TAB
A submenu will be displayed. Select the Move or Copy option from the submenu.
SUBMENU
DCOUNT TAB
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The Move or Copy box will be displayed. Select the Totals spreadsheet from the To book: drop-
down list. Select the (move to end) in the Before sheet: box. Select the Create a copy check box.
Select the OK button.
TOTALS WORKBOOK
The DCOUNT worksheet has now been copied to the Totals workbook and placed at the
beginning of the worksheet tab list. The copied worksheet is named DCOUNT(2).
COPIED WORKSHEET
Leave the tab set with the default name as grammatical changes should only be made
if stated as part of the question criteria.
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Select the Save option from the drop-down list.
FULL VERSION
PAPERBACK - £7.99 (183 PAGES)
(Available via Amazon)
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TEACH YOURSELF OFFICE ADVANCED GUIDES
2013 Advanced Version 2013 Advanced Word 2013 Advanced Excel 2013 Advanced Access
(All FOUR Units) Paperback Paperback Paperback
Paperback - £19.99 £7.99 £7.99 £6.99
2013 Advanced 2013 Advanced 2016 Advanced Version 2016 Advanced Word
PowerPoint - Paperback ITQ Word - Paperback (All FOUR Units) Paperback
£6.99 £6.99 Paperback - £19.99 £7.99
2016 Advanced Excel 2016 Advanced Access 2016 Advanced 2016 Advanced
Paperback Paperback PowerPoint - Paperback ITQ Word - Paperback
£7.99 £6.99 £6.99 £6.99
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