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MOS 2013 Microsoft® Excel® Expert: Harold Lamostre
MOS 2013 Microsoft® Excel® Expert: Harold Lamostre
Expert
Harold Lamostre
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 2013 suite of
programs, Microsoft Office 365, and Microsoft SharePoint.
Microsoft Office Specialist certification
Microsoft Office Specialist certification is designed to assist employees in
validating their skills with Office programs. The following certification paths are
available:
A Microsoft Office Specialist Expert (MOS Expert) is an individual who has taken
his or her knowledge of Office to the next level and has demonstrated by passing
the required certification exams that he or she has mastered the more advanced
features of Word or Excel.
Prerequisites
Creating workbooks and using templates
Adding worksheets to existing workbooks
Copying and moving worksheets
Inserting and deleting cells, columns, and rows
Customizing the Quick Access Toolbar and the ribbon
Recording simple macros
Freezing panes and splitting the window
Setting a print area and adding headers and footers
Changing fonts and cell styles
Wrapping text within cells
Applying number formats and conditional formatting
Creating named cells and ranges
Creating and editing tables
Using relative, mixed, and absolute cell references
Using functions
Creating and editing charts, and adding data series
Inserting text boxes, SmartArt, and other images
Applying styles and effects to objects
Positioning objects
Manage and Share Workbooks
Manage multiple workbooks
Prepare workbooks for review
Manage workbook changes
This guides you in studying methods for setting up and
maintaining workbooks intended for sharing, distribution,
and data collection; using properties to identify and
organize workbooks; and ways to share a workbook so that
you can track and review multiple users changes, handle
conflicts, and merge changes into a master workbook.
Manage multiple workbooks
Modifying workbook templates
To create a workbook from an online template
1. On the New page of the Backstage view, enter a search term or
phrase in the Search for online templates box.
2. In the search results, double-click the thumbnail image of the
template you want to use.
To save a workbook as a template
1. In the Backstage view, click the Save button, or if the file has
already been saved, click Save As.
2. Click Excel Template (*.xltx) or Excel Macro-Enabled Template
(*.xltm) in the Save as type list.
Managing workbook versions
To turn on AutoRecover
1. In the Backstage view, click Options.
2. In the Excel Options dialog box, display the Save page.
3. Make sure that the Save AutoRecover information every <10>
minutes check box is selected. Adjust the frequency if you want,
and then click OK.
To recover a previous version of a saved workbook
1. On the Info page of the Backstage view, select the version of
the file you want to restore.
2. Click the Restore button that appears in the yellow alert area
at the top of the workbook to overwrite the newer version with
the restored version, or close the restored workbook without
saving.
To recover a previous version of an unsaved workbook
1. On the Info page, click the Manage Versions button, and then
click Recover Unsaved Workbooks.
2. In the Open dialog box, select the file name, and then click OK.
Copying styles between templates
MERGING STYLES THAT HAVE THE SAME NAME
When you use the Merge Styles command, you might see a dialog box that asks
you to decide whether to merge styles that have the same names into the active
workbook. The term merging can imply otherwise, but in this case, to merge is
to overwrite. Styles in the source workbook will replace styles with the same
names in the destination workbook. Here are some things to consider:
In Excel, and in other Office applications, unspecified fonts and colors are
controlled by themes.
A style might look different when a different theme is applied.
Themes are shared among Office applications.
If you work with multiple themes, avoid merging same-named styles. If you
dont use themes, or the workbooks already share a common theme, it
probably doesnt matter if you overwrite same-named styles. However, if you
only want to copy your custom styles, just say No to merging styles with the
same name.
To copy styles between workbooks
To enable macros
1. On the Developer tab, in the Code group, click Macro Security.
2. On the Macro Settings page of the Trust Center dialog box, click
Enable All Macros (not recommended; potentially dangerous code
can run). Then click OK.
To copy a macro between workbooks
1. Open both the source and destination workbooks.
2. On the Developer tab, click the Visual Basic button.
3. In the Microsoft Visual Basic for Applications window, in the Project
Explorer pane (docked on the left side of the window), press Ctrl, and
then drag the module (for example, Module1) located under VBAProject
for the source workbook to VBAProject for the destination workbook.
4. Close the Visual Basic Editor and save the destination workbook.
Connecting to external data
When you connect to an external data source, Excel provides options to
import the data into a PivotTable, a PivotTable with a PivotChart, a Power
View report, or a table. When you set up the external data as a PivotTable
(with or without a PivotChart), you can use tools such as a slicer to
analyze the data.
The commands available on the Get External Data menu provide
different paths to the same objective. Here are some of the things youll
need to know in order to use these commands:
From Web To set properties for web queries, you work in the External
Data Range Properties dialog box; specify data-refreshment options and
formatting.
From Text Connect to a text file (a file that uses the .txt, .csv, or .prn file
name extension), and Excel starts the Text Import Wizard. Specify how to
import the data, delimited or fixed-width columns, the starting row, and
optionally apply basic formats to each column.
From Other Sources For most of these sources, youll need server name
and logon information. The following list provides additional details
about other connection types on the menu:
From Data Connection Wizard A variety of data sources is available,
including Windows Azure Marketplace, SQL Server, and SQL Server
Analysis Services. If you work with Oracle databases, use Microsoft Data
Access OLE DB Provider for Oracle. The Other/Advanced data source
opens the Data Link Properties dialog box, offering a list of Microsoft
OLEDB providers.
From SQL Server Use the Data Connection Wizard to select the
database, and optionally connect to a specific table.
From XML Data Import To see the structure of the XML file, switch to
the Developer tab and then click Source in the XML group.