Microsoft® Excel Basic Formulas and Charts

The Basic Formulas portion of the class will acquaint the user with an overview of Excel formulas where cell addresses are featured for effective formula copying. Relative vs. absolute referencing is discussed and demonstrated as well as exposure to general formula functions such as SUM, AVERAGE, MAX, MIN, and COUNT. The user will also be shown various Date functions such as TODAY, NOW, MONTH, YEAR, and DAY.

Objective: Upon completion of this course the novice Excel user will be able to complete spreadsheets by using a variety of formulas featuring basic computation along with using built-in Excel Functions.

• Copying formulas using the Fill Handle
• Relative vs. Absolute References
• Using AUTOSUM
• Basic Functions
  1. AVERAGE
  2. MAX
  3. MIN
  4. COUNT
  5. Date Functions
     1. TODAY & NOW
     2. MONTH, YEAR, and DAY
     3. The DATE Function

• Conditional Formatting

Microsoft® Excel Charts portion of the class will demonstrate to the Excel user how to create effective charts off of spreadsheet data. A discussion of chart basics will be featured along with the creation of column charts, pie charts, three-dimensional charts, and a variety of chart formatting techniques. The user will also be exposed to more advanced charting such as secondary axis charts, combination charts, the Pie of Pie chart, and adding a trendline.

• Chart basics
  1. Common do’s and don’ts
  2. Exploring the data source
  3. Switching row and column data
• Column charts
  1. Two-dimensional charts
  2. Three-dimensional charts
• Chart Formatting
  1. Color fills and lines
  2. Axis editing
  3. Data points and labeling
• Pie charts
  1. Adding data labels
  2. Rotating 3D charts
  3. Exploding slices
• Advanced Charts
  1. Secondary Axis
  2. Combination charts
  3. Pie of Pie charts
• Adding a Trendline

IMPORTANT INFORMATION ABOUT PARTICIPATION:  As part of our sponsorship with NASBA, we have agreed to provide at least three (3) instances of engagement per CPE hour (50 minutes).  These may come in the form of open-ended questions, hand-raising, polling, and other techniques.  You MUST answer or respond to all three opportunities to engage in order to receive credit for that CPE hour.   Knowledge Source Inc. retains these responses after all CPE classes for audit purposes.

Knowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.