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Microsoft Excel Level 1



Excel is the spreadsheet component of Microsoft Office and it is an extremely versatile tool for manipulating numeric data, creating charts and sorting and filtering text and numeric data.

Course Description

With Excel you can:

  • Work with your numeric data
  • Display it as charts
  • Manipulate non-numeric data as tables like you can in many database products
In this hands-on introductory workshop you will examine spreadsheet principles, entering data, creating formulas, designing worksheets, charting, data management and printing. Several applications for Excel are explored using examples and case studies   

Duration: 12 hours

Register for this course: Excel® Introduction | Register for Excel Level II the next course in the series.

Theoretical Objectives

  • History and applications for worksheets
  • Creating formulas
  • Formatting to add meaning
  • Functions (structure and use)
  • Charts for communication
  • Database terminology & applications

Practical Objectives

  • Worksheets for manipulating numeric data
  • Formatting
  • Creating and modifying Charts
  • Creating and modifying Data tables (edit, sort and filter)
  • Budget Models
  • Decision Support Tool



Some experience with Microsoft Windows and a mouse.


Note: The password to open these files is in your notes.

Computer Equipment

The sessions are conducted in a computer lab, and you will have a computer provided for your use. You are welcome to bring your own computer to the lab sessions if you prefer to use that. Wireless access is available in the lab.

Please note that at times you will be doing a fair bit of typing and you will want to have a large enough screen and separate physical keyboard so that you can view content and type at the same time.

If it appears that you are having challenges with your own device, we will ask you to use the computer provided for you in the lab.


Please plan to use your own cloud based storage SkyDrive, DropBox, iCloud (or similar) or a USB storage key.

Instructional Methods

  • Hands-on labs
  • Discussion
  • Lecture

Course Materials

  • Web site
  • Course notes
  • Printed copies of on-screen lecture notes available on request during lectures

No Recording or Pictures in the Lab

Please note: Taking pictures or video during the course sessions is not permitted. All the course materials and lecture notes are available in physical form and on the web.

Coming Soon
Courses coming

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This web page is a resource for participants in this course, a lab oriented workshop.

This is not intended as a standalone tutorial. There is no narrative here.

To be a part of the discussion that accompanies these materials, please come to the course.

Register for this course

Register for this course: Excel® Introduction | Register for this course: Excel® Troubleshooting and Designing Workbooks follow up to this course.

  • Current Session IG016S17A
  • 2 Tuesdays - June 6 – 13 2017
  • 9:00am - 4:00pm
  • Lab Lab C460
  • CA: Mandy Lui
  • Students Registered: 11 *

Course Evaluation Form

  • Downloads
  • Examples, Samples and Notes on SkyDrive
  1. Self-extracting zip file with all sample files
  2. Sample files - individual files

Opening Discussion

In the beginning

Excel Fluent User Interface


Image:Excel 2013 User Interrface 01.png

Image:Excel 2013 Home Tab.png

Image:Excel 2013 Insert Tab.png

Image:Excel 2013 Page Layout Tab.png

Image:Excel 2013 Formulas Tab.png

Image:Excel 2013 Data Tab.png

Image:Excel 2013 Review Tab.png

Image:Excel 2013 View Tab.png

Image:Excel 2013 Developer Tab.png

Image:Excel 2013 Load Test Tab.png

Image:Excel 2013 Team Tab.png

Backstage View

Image:Excel 2013 Backstage View.png


Image:Excel 2013 Options.png

Quick Access Toolbar

You can add a command from any Ribbon by right clicking the command and choosing Add to Quick Access Toolbar

Image:Excel 2013 Customize Quick Access Toolbar 01.png

Customize the Quick Access Toolbar by adding a command that is not available on any of the Ribbons.

Image:Excel 2013 Customize Quick Access Toolbar 02.png

Contextual Tabs

Image:Excel 2013 Contextual Tabs CHART TOOLS.png


Image:Excel 2013 Gallery of Styles.png

Excel 2010

  • Quick Access Toolbar
  • Tabs
  • Groups
  • Dialog Box Launcher

User Interface


Image:Excel 2010 Ribbon.png

Backstage View

Access this from the File Tab

Image:Excel 2010 Backstage View.png


Image:Excel 2010 Options.png


Image:Excel 2010 Clipboard.png


Image:Excel 2010 Formatting.png


Image:Excel 2010 Functions.png

Image:Excel 2010 Functions2.png

Excel 2013 Preview

Excel 2007

Microsoft Office Button

The Office Button replaces the File menu. It provides easy access to a rich set of tools for working with a document, spreadsheet, presentation or database once it has been created. In addition to commands for sending, saving and printing, the Office Button includes features for finalizing the work, helping protect it, sharing it with others or participating in a workflow process.

Image:Excel Office 2007 Button.png

Many of the most valuable features in previous versions of Microsoft Office were not about the document authoring experience at all. Instead, they were about all the things you can do with a document: share it, protect it, print it, publish it, and send it. In spite of that, previous releases of the Microsoft Office applications lacked a single central location where a user can see all of these capabilities in one place. File-level features were mixed in with authoring features. The Office Fluent user interface brings together the capabilities of the Microsoft Office system into a single entry point in the UI: the Microsoft Office Button. This offers two major advantages. First, it helps users find these valuable features. Second, it simplifies the core authoring scenarios by allowing the Ribbon to focus on creating great documents.

The Ribbon

  • Quick Access Toolbar
  • Tabs
  • Groups
  • Dialog Box Launcher

Excel 2007 Ribbon

Quick Access Toolbar

Add AutoFormat to the Quick Access Toolbar




Image:Excel 2007 Galleries Styles.png

New Document

  1. Click the Office Button
  2. New
  3. Featured - this will give you access to new featured items online at Microsoft.

Day One Review

What you saw when it was done


What you typed to make it happen


The great big budget


Optional Assignment

Building a Budget - pdf format

Excel Decision Support

Image:Decide Three Cars.jpg

In class we will discuss how to create a worksheet that looks like this.

Image:Decide Workbook.jpg

We will make it generic so that you can use it for all kinds of decisions You will be able to change

  • Factors:
As you change them in the first column matching text will automatically appear on the right side of the worksheet
  • Names of the cars:
You can use this for other choices like houses, computers, or other capital purchases
  • Weightings:
You can uncover your priorities as you discuss options with others
  • Raw scores:
These should be easily to change without "damaging" the formulas on the right side of the sheet

Lecture Image

Special Requests

IG016S17A Notes


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