MOS 2016 Study Guide for Microsoft Excel Joan E. Lambert Microsoft Office Specialist Exam 77-727 MOS 2016 Study Guide for Microsoft Excel Editor-in-Chief Greg Wiegand Published with the authorization of Microsoft Corporation by: Pearson Education, Inc. Senior Acquisitions Editor Laura Norman Copyright © 2017 by Pearson Education, Inc. Senior Production Editor All rights reserved. Printed in the United States of America. This publication is pro- Tracey Croom tected by copyright, and permission must be obtained from the publisher prior to any prohibited reproduction, storage in a retrieval system, or transmission in any Editorial Production form or by any means, electronic, mechanical, photocopying, recording, or like- Online Training Solutions, Inc. For information regarding permissions, request forms, and the appropriate (OTSI) contacts within the Pearson Education Global Rights & Permissions Department, please visit http://www. No patent liability is assumed Series Project Editor with respect to the use of the information contained herein. Although every pre- Kathy Krause (OTSI) caution has been taken in the preparation of this book, the publisher and author assume no responsibility for errors or omissions. Nor is any liability assumed for Indexer damages resulting from the use of the information contained herein. Susie Carr (OTSI) ISBN-13: 978-0-7356-9943-4 Copy Editor/Proofreader ISBN-10: 0-7356-9943-7 Jaime Odell (OTSI) Library of Congress Control Number: 2016953071 Editorial Assistant Cindy J. Teeters First Printing September 2016 Interior Designer/Compositor Microsoft and the trademarks listed at http://www.com on the Joan Lambert (OTSI) “Trademarks” webpage are trademarks of the Microsoft group of companies. All other marks are property of their respective owners. Cover Designer Twist Creative • Seattle Every effort has been made to make this book as complete and as accurate as possible, but no warranty or fitness is implied. The information provided is on an “as is” basis. The author, the publisher, and Microsoft Corporation shall have nei- ther liability nor responsibility to any person or entity with respect to any loss or damages arising from the information contained in this book or from the use of the practice files accompanying it. For information about buying this title in bulk quantities, or for special sales opportunities (which may include electronic versions; custom cover designs; and content particular to your business, training goals, marketing focus, or branding interests), please contact our corporate sales department at corpsales@pearsoned. For government sales inquiries, please contact governmentsales@pearsoned. For questions about sales outside the U., please contact intlcs@pearson. Contents Introduction vii Taking a Microsoft Office Specialist exam xiii Exam 77-727 Microsoft Excel 2016 1 Prerequisites. 2 1 Create and manage worksheets and workbooks 7 Objective 1.1: Create worksheets and workbooks. 8 Create blank and prepopulated workbooks 8 Add worksheets to workbooks 10 Move or copy worksheets 11 Import data from delimited text files 12 Objective 1.2: Navigate in worksheets and workbooks. 15 Search for data within a workbook 15 Navigate to a named cell, range, or workbook element 16 Link to internal and external locations and files 18 Objective 1.3: Format worksheets and workbooks. 25 Manage worksheet attributes 25 Manage rows and columns 26 Change the appearance of workbook content 29 Modify page setup 30 Insert headers and footers 31 Objective 1. 35 What do you think of this book? We want to hear from you! Microsoft is interested in hearing your feedback so we can improve our books and learning resources for you. To participate in a brief survey, please visit: https://aka.ms/tellpress iii Contents Objective 1.4: Customize options and views for worksheets and workbooks. 36 Hide or unhide content 36 Customize the Quick Access Toolbar 38 Modify the display of worksheets 41 Modify document properties 45 Objective 1.5: Configure worksheets and workbooks for distribution. 48 Print all or part of a workbook 48 Save workbooks in alternative file formats 50 Set print scaling 54 Print sheet elements 54 Inspect a workbook for hidden properties or personal information 56 Inspect a workbook for accessibility issues 58 Inspect a workbook for compatibility issues 60 Objective 1. 63 2 Manage data cells and ranges 65 Objective 2.1: Insert data in cells and ranges. 66 Create data 66 Reuse data 71 Replace data 76 Objective 2.2: Format cells and ranges. 79 Merge cells 79 Modify cell alignment, text wrapping, and indentation 80 Apply cell formats and styles 83 Apply number formats 84 Reapply existing formatting 87 Objective 2. 89 iv Contents Objective 2.3: Summarize and organize data. 90 Format cells based on their content 90 Insert sparklines 93 Outline data and insert subtotals 95 Objective 2. 98 3 Create tables 99 Objective 3.1: Create and manage tables. 100 Create an Excel table from a cell range 100 Add or remove table rows and columns 104 Convert a table to a cell range 106 Objective 3.2: Manage table styles and options. 108 Apply styles to tables 108 Configure table style options 109 Objective 3.3: Filter and sort tables . 113 Sort tables 114 Filter tables 115 Remove duplicate table entries 117 Objective 3. 118 4 Perform operations with formulas and functions 119 Objective 4.1: Summarize data by using functions. 120 Reference cells and cell ranges in formulas 120 Define order of operations 123 Perform calculations by using functions 124 Objective 4.2: Perform conditional operations by using functions.3: Format and modify text by using functions. 141 5 Create charts and objects 143 Objective 5.3: Insert and format objects. 158 Insert text boxes and shapes 158 Insert images 162 Provide alternative text for accessibility 164 Objective 5. 166 Index 167 About the author 175 What do you think of this book? We want to hear from you! Microsoft is interested in hearing your feedback so we can improve our books and learning resources for you. To participate in a brief survey, please visit: https://aka.ms/tellpress vi 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 2016 suite of programs. This book has been designed to guide you in studying the types of tasks you are likely to be required to demonstrate in Exam 77-727: Microsoft Excel 2016. See Also For information about the tasks you are likely to be required to demonstrate in Exam 77-728: Microsoft Excel 2016 Expert, see MOS 2016 Study Guide for Microsoft Excel Expert by Paul McFedries (Microsoft Press, 2017). Who this book is for MOS 2016 Study Guide for Microsoft Excel is designed for experienced computer users seeking Microsoft Office Specialist certification in Excel 2016. MOS exams for individual programs are practical rather than theoretical. You must demonstrate that you can complete certain tasks or projects rather than simply answer questions about program features. The successful MOS certification candidate will have at least six months of experience using all aspects of the application on a regular basis; for example, using Excel at work or school to create and manage work- books and worksheets, modify and format cell content, summarize and organize data, present data in tables and charts, perform data operations by using functions and formulas, and insert and format objects on worksheets. As a certification candidate, you probably have a lot of experience with the program you want to become certified in. Many of the procedures described in this book will be familiar to you; others might not be. Read through each study section and ensure that you are familiar with the procedures, concepts, and tools discussed. In some cases, images depict the tools you will use to perform procedures related to the skill set. Study the images and ensure that you are familiar with the options available for each tool. vii Introduction How this book is organized The exam coverage is divided into chapters representing broad skill sets that correlate to the functional groups covered by the exam. Each chapter is divided into sections addressing groups of related skills that correlate to the exam objectives. Each section includes review information, generic procedures, and practice tasks you can complete on your own while studying. We provide practice files you can use to work through the practice tasks, and results files you can use to check your work. You can practice the generic procedures in this book by using the practice files supplied or by using your own files. Throughout this book, you will find Exam Strategy tips that present information about the scope of study that is necessary to ensure that you achieve mastery of a skill set and are successful in your certification effort. Download the practice files Before you can complete the practice tasks in this book, you need to copy the book’s practice files and results files to your computer. Download the compressed (zipped) folder from the following page, and extract the files from it to a folder (such as your Documents folder) on your computer: https://aka.ms/MOSExcel2016/downloads IMPORTANT The Excel 2016 program is not available from this website. You should purchase and install that program before using this book. You will save the completed versions of practice files that you modify while working through the practice tasks in this book. If you later want to repeat the practice tasks, you can download the original practice files again. The following table lists the practice files provided for this book. viii Introduction Folder and objective group Practice files Result files MOSExcel2016\Objective1 Excel_1-1.xlsx Excel_1-1_Results subfolder: Create and manage worksheets ■■ Excel_1-1_results.xlsx and workbooks ■■ MyBlank_results.xlsx ■■ MyCalc_results.xlsx Excel_1-2_results.xlsx Excel_1-3_results.xlsx Excel_1-4_results.xlsx Excel_1-5_Results subfolder: ■■ Excel_1-5a_results.xlsx ■■ MOS-Compatible.xls ■■ MOS-Template.xltm MOSExcel2016\Objective2 Excel_2-1.xlsx Excel_2-1_results.xlsx Manage data cells and ranges Excel_2-2.xlsx Excel_2-2_results.xlsx Excel_2-3_results.xlsx MOSExcel2016\Objective3 Excel_3-1.xlsx Excel_3-1_results.xlsx Create tables Excel_3-2.xlsx Excel_3-2_results.xlsx Excel_3-3_results.xlsx MOSExcel2016\Objective4 Excel_4-1a.xlsx Excel_4-1a_results.xlsx Perform operations with formulas Excel_4-1b.xlsx Excel_4-1b_results.xlsx and functions Excel_4-1c.xlsx Excel_4-1c_results.xlsx Excel_4-2_results.xlsx Excel_4-3_results.xlsx MOSExcel2016\Objective5 Excel_5-1.xlsx Excel_5-1_results.xlsx Create charts and objects Excel_5-2.xlsx Excel_5-2_results.xlsx Excel_5-3_results.txt ix Introduction Adapt procedure steps This book contains many images of user interface elements that you’ll work with while performing tasks in Excel on a Windows computer. Depending on your screen resolution or app window width, the Excel ribbon on your screen might look different from that shown in this book. (If you turn on Touch mode, the ribbon displays significantly fewer commands than in Mouse mode.) As a result, procedural instructions that involve the ribbon might require a little adaptation. Simple procedural instructions use this format: ➜➜ On the Insert tab, in the Illustrations group, click the Chart button. If the command is in a list, our instructions use this format: ➜➜ On the Home tab, in the Editing group, click the Find arrow and then, in the Find list, click Go To. If differences between your display settings and ours cause a button to appear differently on your screen than it does in this book, you can easily adapt the steps to locate the command. First click the specified tab, and then locate the specified group. If a group has been collapsed into a group list or under a group button, click the list or button to display the group’s com- mands. If you can’t immediately identify the button you want, point to likely candidates to display their names in ScreenTips. The instructions in this book assume that you’re interacting with on-screen elements on your computer by clicking (with a mouse, touchpad, or other hardware device). If you’re using a different method—for example, if your computer has a touchscreen interface and you’re tapping the screen (with your finger or a stylus)—substitute the applicable tapping action when you interact with a user interface element. Instructions in this book refer to user interface elements that you click or tap on the screen as buttons, and to physical buttons that you press on a keyboard as keys, to conform to the standard terminology used in documen- tation for these products. x Introduction Ebook edition If you’re reading the ebook edition of this book, you can do the following: ■■ Search the full text ■■ Print ■■ Copy and paste You can purchase and download the ebook edition from the Microsoft Press Store at: https://aka.ms/MOSExcel2016/detail Errata, updates, & book support We’ve made every effort to ensure the accuracy of this book and its companion content.
