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Excel Skills Survey
This survey is being used to determine your level of knowledge in Microsoft Excel. The results will be used to customize your training to meet your learning needs. The questions are "YES" or "NO" responses, "YES" if you know how to perform the task and "NO" if you do not. If you need further clarification regarding a question you may approach your trainer.
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- Insert Columns and Rows?
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- Delete Columns and Rows?
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- Insert a new worksheet in a workbook?
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- Delete a worksheet?
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- Rename a worksheet?
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- Copy and Move worksheets within a workbook?
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- Format a worksheet using all the tools on the Formatting toolbar?
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- List any formatting tools you do not know how to use:
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- Change column width and row height?
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- Format cells for various formats such as for numbers, dates, and times?
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- Format a worksheet with borders and shading?
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- Create customized formats?
NOTE: Customized formats are created when Excel does not have a format to match your needs.
Example: 1 - (800) 555-5555. Creating a customized format for this number would keep you from having to key in the "1", the " - ", parens and the "800".
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- Cut, Copy, and Paste?
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- Auto fill a series of cells with dates, formulas, months using the auto fill handle?
NOTE: The auto fill handle is the small black square located in the lower right corner of an active cell. This black square is known as the auto fill handle and can be used to copy a formula or to increment dates and months.
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- Use the AutoSum button to add up a series of numbers?
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- Do you know how to create formulas?
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- Create basic function formulas?
Examples:
=SUM(A2:A50)
=AVERAGE(C5:C20)
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- Purpose of using dollar signs in a formula? Example: =A1*$H$1?
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- Purpose of using Paste Special when copying formulas versus Paste?
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- Create a basic IF formula?
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- Create nested IF formulas?
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- Create formulas using nested functions?
Example: =IF(AVERAGE(A1:A5)>350,SUM(A1:A5),0)
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- Create database function formulas?
Example: DSUM, DMAX, DMIN, DAVERAGE
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- Create SUMIF formulas?
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- Create COUNTIF formulas?
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- Create VLOOKUP formulas?
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- Create HLOOKUP formulas?
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- Create 3-D formulas?
Example: =SUM(Sheet1:Sheet4!A1:C50)
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- Data Consolidate feature to consolidate ranges from multiple sheets into another sheet?
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- Use the Data Validation feature?
Example: Data Validation is used to place restrictions on what can be entered into a range of cells such as allow values from a list, allow numbers within limits, allow text of a specified length, etc.
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- Create PivotTables?
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- Use the Subtotals command? (this option is located under the Data menu)
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- Use the filters feature? (located under the Data menu)
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- Use the Advanced Filter feature in Excel?
NOTE: This feature is used to extract information based upon multiple field criteria whereas the basic filter allows for only one field criteria.
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- Create Charts in Excel?
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- Create range names?
Range names are used to refer to a cell or range of cells by a name.
Example: If cells A2:A50 in Sheet1 are sales numbers for Donna and you wanted to create a formula in Sheet2 that refers to a range in Sheet1 you could use the range name to create the formula: =SUM(Donna). This formula is an absolute reference to A2:A50 of Sheet1.
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- Use the Protection feature in Excel to to prevent data entry to a specified range of cells?
Example: When you share an Excel file with others you can prevent any user from making changes to specific worksheet or workbook elements by protecting (or locking down) certain parts of the file.
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- Create a template in Excel?
A template is a model that you can use to base other spreadsheets off of. Example: You could create an Expense spreadsheet complete with all formulas and fields needed to create an Expense report. Save it as a template and then distribute to all who need the Expense Report template to create their monthly expense reports.
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- Comments:
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