Excel volume 1 grader project annual report capstone 2

Microsoft®

Excel 2016 Comprehensive

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Series Editor Mary Anne Poatsy Mulbery | Davidson

Series Created by Dr. Robert T. Grauer

(ex•ploring) 1. Investigating in a systematic way: examining. 2. Searching into or ranging over for the purpose of discovery.

S E R I E S

Vice President of Career Skills: Andrew Gilfillan Senior Editor: Samantha Lewis Team Lead, Project Management: Laura Burgess Project Manager: Laura Karahalis Program Manager: Emily Biberger Development Editor: Barbara Stover Editorial Assistant: Michael Campbell Director of Product Marketing: Maggie Waples Director of Field Marketing: Leigh Ann Sims Product Marketing Manager: Kaylee Carlson Field Marketing Managers: Molly Schmidt & Joanna Sabella Marketing Coordinator: Susan Osterlitz Senior Operations Specialist: Diane Peirano Senior Art Director: Diane Ernsberger Interior and Cover Design: Diane Ernsberger Cover Photo: Courtesy of Shutterstock® Images Associate Director of Design: Blair Brown Senior Product Strategy Manager: Eric Hakanson Product Manager, MyITLab: Zachary Alexander Media Producer, MyITLab: Jaimie Noy Digital Project Manager, MyITLab: Becca Lowe Media Project Manager, Production: John Cassar Full-Service Project Management: Jenna Vittorioso, Lumina Datamatics, Inc. Composition: Lumina Datamatics, Inc. Efficacy Curriculum Manager: Jessica Sieminski

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Library of Congress Control Number: 2015956945

10 9 8 7 6 5 4 3 2 1

ISBN 10: 0-13-447944-0 ISBN 13: 978-0-13-447944-6

Dedications

For my husband, Ted, who unselfishly continues to take on more than his share to support me throughout the process; and for my children, Laura, Carolyn, and Teddy, whose encouragement and love have been inspiring.

Mary Anne Poatsy

I dedicate this book to three people who had a significant impact on my career. Penny Sumpter, my high school business teacher, taught me about professionalism and paying attention to details; she inspired me to become a business educator. Dr. Amanda Copeland, the department chair while I completed my bachelor’s degree, was an excellent mentor and visionary. Barbra Hoge, my first department chair at Utah Valley State College, was a strong leader and advocate for her faculty; her leadership serves as a role model for me in my capacity as department chair today.

Keith Mulbery

I dedicate this book in loving memory of my grandfather Laurence L. Leggett. A passionate lifelong educator, gifted musician, and incredible role model. I will never forget our time together. I strive every day to make you proud.

Jason Davidson

To my husband Dan, whose encouragement, patience, and love helped make this endeavor possible. Thank you for taking on the many additional tasks at home so that I could focus on writing.

Amy Rutledge

iv About the Authors

About the Authors

Mary Anne Poatsy, Series Editor, Windows 10 Author Mary Anne is a senior faculty member at Montgomery County Community College, teaching various computer application and concepts courses in face-to-face and online environments. She holds a B.A. in Psychology and Education from Mount Holyoke College and an M.B.A. in Finance from Northwestern University’s Kellogg Graduate School of Management.

Mary Anne has more than 12 years of educational experience. She is currently adjunct faculty at Gwynedd-Mercy College and Montgomery County Community College. She has also taught at Bucks County Community College and Muhlenberg College, as well as conducted personal training. Before teaching, she was Vice President at Shearson Lehman in the Municipal Bond Investment Banking Department.

Dr. Keith Mulbery, Excel Author Dr. Keith Mulbery is the Department Chair and a Professor in the Information Systems and Technology Department at Utah Valley University (UVU), where he currently teaches systems analysis and design, and global and ethical issues in information systems and technology. He has also taught computer applications, C# programming, and management information systems. Keith served as Interim Associate Dean, School of Computing, in the College of Technology and Computing at UVU.

Keith received the Utah Valley State College Board of Trustees Award of Excellence in 2001, School of Technology and Computing Scholar Award in 2007, and School of Technology and Computing Teaching Award in 2008. He has authored more than 17 textbooks, served as Series Editor for the Exploring Office 2007 series, and served as developmental editor on two textbooks for the Essentials Office 2000 series. He is frequently asked to give presentations and workshops on Microsoft Office Excel at various education conferences.

Keith received his B.S. and M.Ed. in Business Education from Southwestern Oklahoma State University and earned his Ph.D. in Education with an emphasis in Business Information Systems at Utah State University. His dissertation topic was computer-assisted instruction using Prentice Hall’s Train and Assess IT program (the predecessor to MyITLab) to supplement traditional instruction in basic computer proficiency courses.

Jason Davidson, Excel Author Jason Davidson is a faculty member in the College of Business at Butler University, where he teaches Advanced Web Design, Data Networks, Data Analysis and Business Modeling, and introductory information systems courses. He is the co-author of Exploring Microsoft Excel 2013 Comprehensive, Exploring Microsoft Office 2013 Volume 2, Exploring Microsoft Office 2013 Plus, and Exploring VBA for Microsoft Office 2013.

With a background in media development, prior to joining the faculty at Butler, he worked in the technical publishing industry. Along with teaching, he currently serves as an IT consultant for regional businesses in the Indianapolis area. He holds a B.A. in Telecommunication Arts from Butler University and an M.B.A. from Morehead State University. He lives in Indianapolis, Indiana, and in his free time enjoys road biking, photography, and spending time with his family.

Amy Rutledge, Common Features Author Amy Rutledge is a Special Instructor of Management Information Systems at Oakland University in Rochester, Michigan. She coordinates academic programs in Microsoft Office applications and introductory management information systems courses for the School of Business Administration. Before joining Oakland University as an instructor, Amy spent several years working for a music distribution company and automotive manufacturer in various corporate roles including IT project

About the Authors v

management. She holds a B.S. in Business Administration specializing in Management Information Systems, and a B.A. in French Modern Language and Literature. She holds an M.B.A from Oakland University. She resides in Michigan with her husband Dan and daughters Emma and Jane.

Dr. Robert T. Grauer, Creator of the Exploring Series Bob Grauer is an Associate Professor in the Department of Computer Information Systems at the University of Miami, where he is a multiple winner of the Outstanding Teaching Award in the School of Business, most recently in 2009. He has written numerous COBOL texts and is the vision behind the Exploring Office series, with more than three million books in print. His work has been translated into three foreign languages and is used in all aspects of higher education at both national and international levels. Bob Grauer has consulted for several major corporations including IBM and American Express. He received his Ph.D. in Operations Research in 1972 from the Polytechnic Institute of Brooklyn.

vi Brief Contents

Brief Contents

Office Office 2016 Common Features 2

Excel CHAPTER 1 Introduction to Excel 68 CHAPTER 2 Formulas and Functions 152 CHAPTER 3 Charts 198 CHAPTER 4 Datasets and Tables 262 CHAPTER 5 Subtotals, PivotTables, and PivotCharts 328 CHAPTER 6 What-If Analysis 396 CHAPTER 7 Specialized Functions 454 CHAPTER 8 Statistical Functions 510 CHAPTER 9 Multiple-Sheet Workbook Management 558 CHAPTER 10 Imports, XML, and Power Add-Ins 616 CHAPTER 11 Collaboration and Workbook Distribution 670 CHAPTER 12 Templates, Styles, and Macros 736

Excel Introductory Capstone Exercise (Chs. 1–4) 792 Excel Comprehensive Capstone Exercise (Chs. 5–12) 795

MICROSOFT OFFICE 2016 SPECIALIST EXCEL 799 GLOSSARY 807 INDEX 817

Application Capstone Exercises

Contents vii

Contents

Microsoft Office 2016 ■ CHAPTER ONE Office 2016 Common Features: Taking the First Step 2 CASE STUDY SPOTTED BEGONIA ART GALLERY 2 GETTING STARTED WITH OFFICE APPLICATIONS 4

Starting an Office Application 4 Working with Files 5 Using Common Interface Components 8 Getting Help 15 Installing Add-ins 17

HANDS-ON EXERCISES 1 Getting Started with Office Applications 19

FORMAT DOCUMENT CONTENT 24 Using Templates and Applying Themes 24 Modifying Text 26 Relocating Text 30 Checking Spelling and Grammar 32 Working with Pictures and Graphics 34

HANDS-ON EXERCISES 2 Format Document Content 37

MODIFY DOCUMENT LAYOUT AND PROPERTIES 42 Using Backstage View 42 Changing the Document View 44 Changing the Page Layout 45 Inserting a Header and Footer 48 Previewing and Printing a File 49

HANDS-ON EXERCISES 3 Modify Document Layout and Properties 51

CHAPTER OBJECTIVES REVIEW 56 KEY TERMS MATCHING 58 MULTIPLE CHOICE 59 PRACTICE EXERCISES 60 MID-LEVEL EXERCISES 64 BEYOND THE CLASSROOM 66 CAPSTONE EXERCISE 67

Microsoft Office Excel 2016 ■ CHAPTER ONE Introduction to Excel: Creating and Formatting

68 CASE STUDY OK OFFICE SYSTEMS 68 INTRODUCTION TO SPREADSHEETS 70

Exploring the Excel Window 70 Entering and Editing Cell Data 73

HANDS-ON EXERCISES 1 Introduction to Spreadsheets 79

MATHEMATICAL OPERATIONS AND FORMULAS 83 Creating Formulas 83 Displaying Cell Formulas 86

HANDS-ON EXERCISES 2 Mathematical Operations and Formulas 88

WORKSHEET STRUCTURE AND CLIPBOARD TASKS 93 Managing Columns and Rows 93 Selecting, Moving, Copying, and Pasting Data 98

HANDS-ON EXERCISES 3 Worksheet Structure and Clipboard Tasks 104

WORKSHEET FORMATTING 110 Applying Cell Styles, Alignment, and Font Options 110 Applying Number Formats 113

HANDS-ON EXERCISES 4 Worksheet Formatting 116

WORKSHEETS, PAGE SETUP, AND PRINTING 121 Managing Worksheets 121 Selecting Page Setup Options 123 Previewing and Printing a Worksheet 129

HANDS-ON EXERCISES 5 Worksheets, Page Setup, and Printing 131

CHAPTER OBJECTIVES REVIEW 135 KEY TERMS MATCHING 137 MULTIPLE CHOICE 138 PRACTICE EXERCISES 139 MID-LEVEL EXERCISES 145 BEYOND THE CLASSROOM 148 CAPSTONE EXERCISE 149

viii Contents

■ CHAPTER TWO Formulas and Functions: Performing Quantitative Analysis 152 CASE STUDY TOWNSEND MORTGAGE COMPANY 152 FORMULA BASICS 154

Using Relative, Absolute, and Mixed Cell References in Formulas 154

HANDS-ON EXERCISES 1 Formula Basics 158

FUNCTION BASICS 161 Inserting a Function 161 Inserting Basic Math and Statistics Functions 163 Using Date Functions 167

HANDS-ON EXERCISES 2 Function Basics 169

LOGICAL, LOOKUP, AND FINANCIAL FUNCTIONS 174 Determining Results with the IF Function 174 Using Lookup Functions 177 Calculating Payments with the PMT Function 180

HANDS-ON EXERCISES 3 Logical, Lookup, and Financial Functions 182

CHAPTER OBJECTIVES REVIEW 187 KEY TERMS MATCHING 188 MULTIPLE CHOICE 189 PRACTICE EXERCISES 190 MID-LEVEL EXERCISES 193 BEYOND THE CLA