For Microsoft Excel Expert
[Pages:192]MOS 2016 Study Guide for Microsoft Excel Expert
Paul McFedries
Microsoft Office Specialist Exam 77-728
MOS 2016 Study Guide for Microsoft Excel Expert
Published with the authorization of Microsoft Corporation by: Pearson Education, Inc.
Copyright ? 2017 by Pearson Education, Inc.
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ISBN-13: 978-0-7356-9942-7 ISBN-10: 0-7356-9942-7
Library of Congress Control Number: 2016953074
First Printing October 2016
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Contents
Introduction
vii
Taking a Microsoft Office Specialist exam
xi
Exam 77-728 Excel 2016 Expert: Interpreting Data for Insights 1 Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
1
Manage workbook options and settings
3
Objective 1.1: Manage workbooks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Save a workbook as a template
4
Hide or display ribbon tabs
5
Enable macros in a workbook
6
Copy macros between workbooks
8
Reference data in another workbook
10
Reference table data by using structured references
12
Objective 1.1 practice tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Objective 1.2: Manage workbook review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Restrict editing
17
Protect workbook structure
21
Encrypt a workbook with a password
22
Manage workbook versions
23
Configure formula calculation options
25
Objective 1.2 practice tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
What do you think of this book? We want to hear from you!
Microsoft is interested in hearing your feedback so we can improve our books and learning resources for you. To participate in a brief survey, please visit:
iii
Contents
2
Apply custom data formats and layouts
31
Objective 2.1: Apply custom data formats and validation. . . . . . . . . . . . . . . . 32
Create custom data formats
32
Populate cells by using advanced Fill Series options
36
Configure data validation
38
Objective 2.1 practice tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Objective 2.2: Apply advanced conditional formatting and filtering. . . . . . 45
Create custom conditional formatting rules
45
Create conditional formatting rules that use formulas
48
Manage conditional formatting rules
49
Objective 2.2 practice tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Objective 2.3: Create and modify custom workbook elements. . . . . . . . . . . 53
Create and modify cell styles
53
Create custom themes and theme elements
55
Create and modify simple macros
61
Insert and configure form controls
64
Objective 2.3 practice tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Objective 2.4: Prepare a workbook for internationalization. . . . . . . . . . . . . . 68
Objective 2.4 practice tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
3
Create advanced formulas
71
Objective 3.1: Apply functions in formulas. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Insert functions into a formula
72
Perform logical operations by using the
IF, AND, OR, and NOT functions
72
Perform logical operations by using nested functions
76
Perform statistical operations by using the
SUMIFS, AVERAGEIFS, and COUNTIFS functions
77
Objective 3.1 practice tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
iv
Contents
Objective 3.2: Look up data by using functions. . . . . . . . . . . . . . . . . . . . . . . . . 82
Objective 3.2 practice tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Objective 3.3: Apply advanced date and time functions. . . . . . . . . . . . . . . . . 89
Reference the date and time by using the
NOW and TODAY functions
89
Serialize numbers by using date and time functions
91
Objective 3.3 practice tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Objective 3.4: Perform data analysis and business intelligence. . . . . . . . . . . 97
Import, transform, combine, display, and connect to data 97
Consolidate data
103
Perform what-if analysis by using Goal Seek and
Scenario Manager
107
Use cube functions to get data out of the Excel data model 112
Calculate data by using financial functions
116
Objective 3.4 practice tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Objective 3.5: Troubleshoot formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Trace precedence and dependence
121
Monitor cells and formulas by using the Watch Window 122
Validate formulas by using error-checking rules
124
Evaluate formulas
127
Objective 3.5 practice tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Objective 3.6: Define named ranges and objects. . . . . . . . . . . . . . . . . . . . . . . 129
Name a cell or range
130
Name a table
132
Manage named ranges and objects
133
Objective 3.6 practice tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
v
Contents
4
Create advanced charts and tables
135
Objective 4.1: Create advanced charts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Add trendlines to charts
136
Create dual-axis charts
139
Save a chart as a template
141
Objective 4. 1 practice tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Objective 4.2: Create and manage PivotTables. . . . . . . . . . . . . . . . . . . . . . . . . 143
Create PivotTables
144
Modify PivotTable field selections and options
147
Create slicers
150
Group PivotTable data
152
Reference data in a PivotTable by using the
GETPIVOTDATA function
156
Add calculated fields
158
Format data
160
Objective 4.2 practice tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
Objective 4.3: Create and manage PivotCharts . . . . . . . . . . . . . . . . . . . . . . . . 163
Create PivotCharts
163
Modify PivotCharts
165
Drill down into PivotChart details
166
Objective 4.3 practice tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Index
169
About the author
177
What do you think of this book? We want to hear from you!
Microsoft is interested in hearing your feedback so we can improve our books and learning resources for you. To participate in a brief survey, please visit:
vi
Introduction
The Microsoft Office Specialist (MOS) certification program has been designed to validate your knowledge of and ability to use programs in the Microsoft Office 2016 suite of programs. This book has been designed to guide you in studying the types of tasks you are likely to be required to demonstrate in Exam 77-728, Excel 2016 Expert: Interpreting Data for Insights.
Exam Strategy For information about the tasks you are likely to be required to demonstrate in the core Excel exam, Exam 77-727, Excel 2016: Core Data Analysis, Manipulation, and Presentation, see MOS 2016 Study Guide for Microsoft Excel by Joan Lambert (Microsoft Press, 2017).
Who this book is for
MOS 2016 Study Guide for Microsoft Excel Expert is designed for experienced computer users seeking Microsoft Office Specialist Expert certification in Excel 2016. MOS exams for individual programs are practical rather than theoretical. You must demonstrate that you can complete certain tasks or projects rather than simply answer questions about program features. The successful MOS certification candidate will have at least six months of experience using all aspects of the program on a regular basis; for example, protecting a worksheet, applying conditional formatting rules, using a formula to look up a value, and building a PivotTable. As a certification candidate, you probably have a lot of experience with the program you want to become certified in. Many of the procedures described in this book will be familiar to you; others might not be. Read through each study section and ensure that you are familiar with the procedures, concepts, and tools discussed. In some cases, images depict the tools you will use to perform procedures related to the skill set. Study the images and ensure that you are familiar with the options available for each tool.
vii
Introduction
How this book is organized
The exam coverage is divided into chapters representing broad skill sets that correlate to the functional groups covered by the exam. Each chapter is divided into sections addressing groups of related skills that correlate to the exam objectives. Each section includes review information, generic procedures, and practice tasks you can complete on your own while studying. You can use the provided practice files to work through the practice tasks, and the result files to check your work. You can practice the generic procedures in this book by using the practice files supplied or by using your own files. Throughout this book, you will find Exam Strategy tips that present information about the scope of study that is necessary to ensure that you achieve mastery of a skill set and are successful in your certification effort.
Download the practice files
Before you can complete the practice tasks in this book, you need to copy the book's practice files and result files to your computer. Download the compressed (zipped) folder from the following page, and extract the files from it to a folder (such as your Documents folder) on your computer:
IMPORTANT The Excel 2016 program is not available from this website. You should purchase and install that program before using this book. You will save the completed versions of practice files that you modify while working through the practice tasks in this book. If you later want to repeat the practice tasks, you can download the original practice files again.
viii
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