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Core Skills Checklist Excel

The document is a skills checklist for Excel that lists various Excel functions organized into categories such as Lists and Charts, Formatting Cells, Managing Worksheets, Presenting Data Visually, Adding Basic Formulas and Functions, Advanced Functions, Sharing a Workbook, Sorting and Filtering Data, Summarizing Data, Inserting a Basic PivotTable, and Inserting a Basic PivotChart. For each function, it indicates whether the user knows the command and how to perform it by referencing Lynda.com courses available through their online learning platform. The checklist is intended as a self-assessment guide for personal development and is not part of a performance review process.

Uploaded by

Tsvetelina Lefterova
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
2K views

Core Skills Checklist Excel

The document is a skills checklist for Excel that lists various Excel functions organized into categories such as Lists and Charts, Formatting Cells, Managing Worksheets, Presenting Data Visually, Adding Basic Formulas and Functions, Advanced Functions, Sharing a Workbook, Sorting and Filtering Data, Summarizing Data, Inserting a Basic PivotTable, and Inserting a Basic PivotChart. For each function, it indicates whether the user knows the command and how to perform it by referencing Lynda.com courses available through their online learning platform. The checklist is intended as a self-assessment guide for personal development and is not part of a performance review process.

Uploaded by

Tsvetelina Lefterova
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Core Skills Checklist - Excel

Technology Workshop
Lists and Charts

Function

I Know
Command
How

Creating a List

Lynda.com Course @
MYLMU

Basic terminology - column, row, cell references

Essential Training

Differences between data type - labels vs. values


Enter data using Fill Series
Enter data using AutoComplete
Enter data using Drop Down list
Enter data using a Data Form
Force a line break within a cell
Select, edit, and delete cell contents
Insert and delete rows or columns
Adjust column widths and row heights
Hide and unhide rows or columns
Switch data in row and column using Transpose
Paste vs. Paste Special
Change Excel's views (Normal, Page Layout, Page Break)
Freeze panes
Split panes
View multiple open documents
Lists and Charts

Formatting Cells

Select cells and ranges (contiguous vs. non-contiguous)

Essential Training

Select entire rows or columns (contiguous vs. non-contiguous)

Advanced Formatting

Apply Number, Currency, and Date formats


Apply borders and fill pattern to cells
Wrap text in a cell
Merge and split cells
Apply consistent formatting using Format Painter
Format cells with Styles
This checklist is intended as a reference guide for your personal development.
It is not part of the performance review process.

Compiled by Janet Lee, ITS Technology Training Coordinator


Updated: 4/2011, Page 1 of 6

Core Skills Checklist - Excel


Technology Workshop

Function

I Know
Command
How

Lynda.com Course @
MYLMU

Quickly format a list using Format as Table


Format a Table with a Quick Style
Format a worksheet using Themes

Lists and Charts

Formatting a Worksheet for Printing

Set margins, orientation, and paper size

Advanced Formatting

Set and clear Print Area


Insert and remove a page break
Set columns or rows to repeat
Print selected worksheets
Print entire workbook
Zoom in and out
Copy and rename worksheets
Insert Headers and Footers
Include page numbering, date, graphics in header and footer
Print gridlines
Print column and row Headings
Scale a worksheet to fit on one page
Preview a worksheet
Lists and Charts

Managing Worksheets

Insert, copy, rename, and delete a worksheet

Multiple Worksheets

Rearrange worksheets
Hide and unhide a worksheet
Group or ungroup multiple worksheets
Change s worksheet's tab color
Navigate between worksheets using Go To
Select multiple workshops (contiguous vs. non-contiguous)
This checklist is intended as a reference guide for your personal development.
It is not part of the performance review process.

Compiled by Janet Lee, ITS Technology Training Coordinator


Updated: 4/2011, Page 2 of 6

Core Skills Checklist - Excel


Technology Workshop
Lists and Charts

Function

I Know
Command
How

Presenting Data Visually

Choose the right chart type for your data

Lynda.com Course @
MYLMU
Creating Charts

Identify different chart objects


Create a column chart
Create a pie chart
Switch to a different chart type
Format a chart with a Chart Style
Manually format parts of a chart
Add data labels, chart title, legend
Include a data table below a chart
Move and resize a chart
Preview a chart
Print a chart
Lists and Charts

Inserting Illustrations

Insert, move, and delete a picture

Essential Training

Adjust color, brightness, and contrast of a picture


Resize, crop, and rotate a picture
Apply or clear shadow effects to a picture
Apply a Picture Style
Compress a picture (PC only)
Insert or change a shape
Insert a symbol, special character, and WordArt
Insert, modify, and delete a SmartArt
Change the order of objects in SmartArt
Insert, modify, and delete a text box
Select a built-in text box
Insert, modify, and delete a chart
This checklist is intended as a reference guide for your personal development.
It is not part of the performance review process.

Compiled by Janet Lee, ITS Technology Training Coordinator


Updated: 4/2011, Page 3 of 6

Core Skills Checklist - Excel


Technology Workshop

Function

I Know
Command
How

Lynda.com Course @
MYLMU

Align or arrange objects


Group and ungroup objects

Basic Functions

Adding Basic Formulas and Functions

Add basic calculations add, subtract, multiple, divide

Intro to Functions

Enter formulas manually using math operators


Enter formulas using Insert Function
Search in the Function Library
Use cell references in a formulas
Differences between Relative and Absolute cell references
Change a relative references to an absolute references
Refer to data in another worksheet or workbook
Create a SUM formula
Create a COUNT formula
Create a COUNTA formula
Create an AVERAGE formula
Create a MIN formula
Create a MAX formula
Create a CONCATENATE formula
Use Paste Special to display calculation results
Display formulas on the screen
Print formulas
Separate cell contents using Convert Text to Columns
Sort and filtering data using AutoFilter
View calculation results in the Status Bar

This checklist is intended as a reference guide for your personal development.


It is not part of the performance review process.

Compiled by Janet Lee, ITS Technology Training Coordinator


Updated: 4/2011, Page 4 of 6

Core Skills Checklist - Excel


Technology Workshop
Advanced Functions

Function

I Know
Command
How

Adding Advanced Functions

Lynda.com Course @
MYLMU

Create a conditional format formula - SUMIF

Advanced Functions

Create a conditional format formula - COUNTIF

Multiple Worksheets

Create a look up formula - VLOOKUP


Create a look up formula - HLOOKUP
Create a conditional logic formula - IF
Create a conditional logic formula - Nested IFs
Create a math formula - ROUND
Use formulas to format text PROPER, UPPER, LOWER
Calculate difference between two dates or times
Summarize data using Subtotal
Look up data using Conditional Formatting
Create custom AutoFilter
Define a name for a range or cells
Include a range name in a function
Remove duplicate cells
Advanced Functions

Sharing a Workbook

Add comments to a workbook

Essential Training

Viewing comments from Other Users


Print comments
Protect a sheet
Protect a workbook
View workbooks side-by-side
Summarizing Data

Sorting and Filtering Data

Use AutoFilter to create custom sort order on different columns


Use AutoFilter to create custom sort using Text Filter

Data Validation

Insert a hyperlink to a URL or e-mail address


This checklist is intended as a reference guide for your personal development.
It is not part of the performance review process.

Compiled by Janet Lee, ITS Technology Training Coordinator


Updated: 4/2011, Page 5 of 6

Core Skills Checklist - Excel


Technology Workshop

Function

I Know
Command
How

Lynda.com Course @
MYLMU

Insert a hyperlink to another workbook


Find and replace data
Find cells with formatting and comments
Add data validation to restrict data type

Summarizing Data

Inserting a Basic PivotTable

Drag-N-Drop fields to create a PivotTable

PivotTables

Delete and remove a field

Essential Training

Move fields between column and row


Define field setting
Change data source
Group and ungroup a field
Expand and collapse a field
Sort a PivotTable
Change a Report Layout view
Refresh a PivotTable
Format a table using PivotTable Style
Print a PivotTable
Summarizing Data

Inserting a Basic PivotChart

Drag-N-Drop fields to create a PivotChart

PivotTables

Delete and remove a field

Essential Training

Move fields between column and row


Filter data using PivotChart Filter pane
Change data source
Format PivotChart using Styles and Chart Layout
Print a PivotChart

This checklist is intended as a reference guide for your personal development.


It is not part of the performance review process.

Compiled by Janet Lee, ITS Technology Training Coordinator


Updated: 4/2011, Page 6 of 6

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