New Perspectives Microsoft Office 365 & Excel 2016: Comprehensive

parsons | oja | carey desjardins
Oce 365 ™
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A u s t r a l i a • B r a z i l • M e x i c o • S i n g a p o r e • U n i t e d K i n g d o m • U n i t e d S t a t e s
June Jamrich Parsons Dan Oja Patrick Carey
Carol A. DesJardins St. Clair County Community College
NEW PERSPECTIVES
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New Perspectives Microsoft® Office 365™ & Excel 2016, Comprehensive June Jamrich Parsons, Dan Oja, Patrick Carey, Carol A. DesJardins
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Microsoft Ofce 365 & Excel 2016, Comprehensive iii
BRIEF CONTENTS Productivity Apps for School and Work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PA-1
Module 1 Getting Started with Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 1 Creating a Customer Order Report
Module 2 Formatting Workbook Text and Data . . . . . . . . . . . . . . . . . . . . . . . . EX 65 Creating a Sales Report
Module 3 Performing Calculations with Formulas and Functions . . . . . . . . . . EX 131 Calculating Farm Yield and Revenue
Module 4 Analyzing and Charting Financial Data . . . . . . . . . . . . . . . . . . . . . . EX 187 Preparing a Business Plan
Module 5 Working with Excel Tables, PivotTables, and PivotCharts . . . . . . . . .EX 257 Tracking Sales DataTracking Sales DataT
Module 6 Managing Multiple Worksheets and Workbooks. . . . . . . . . . . . . . . EX 327 Summarizing Rental Income Data
Module 7 Developing an Excel Application. . . . . . . . . . . . . . . . . . . . . . . . . . . EX 387 Creating a Registration Receipt
Module 8 Working with Advanced Functions . . . . . . . . . . . . . . . . . . . . . . . . . EX 463 Analyzing Employee and Product Data
Module 9 Exploring Financial Tools and Functions . . . . . . . . . . . . . . . . . . . . . EX 529 Analyzing a Business Plan
Module 10 Performing What-If Analyses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 595 Maximizing Profits with the Right Product Mix
Module 11 Analyzing Data with Business Intelligence. . . . . . . . . . . . . . . . . . . EX 659 Creating a Sales Report for a Music Store
Module 12 Collaborating on a Shared Workbook . . . . . . . . . . . . . . . . . . . . . . EX 729 Working with a Team on a Financial Report
Appendix A Working with Text Functions and Creating Custom FormatsAppendix A Working with Text Functions and Creating Custom FormatsAppendix A . . . . . . EX A1 Cleaning Data in a Spreadsheet
Appendix B Advanced Filters, Database Functions, and Summary IFS Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX B1 Filtering and Summarizing Database Information
Appendix C Working with Enhanced Formatting Tools . . . . . . . . . . . . . . . . . . . EX C1 Formatting Seasonal Calendars for a Waterpark
Index ....................................................................................................................ndex ....................................................................................................................ndex REF 1
EXCEL
OFFICE
New Perspectives Seriesiv
1: Creating an Office Mix Tutorial for
OneNote . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PA-13PA-13P
Office Mix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PA-13PA-13P
with Office Mix . . . . . . . . . . . . . . . . . . . . . . . . . PA-13PA-13P
Browsing the Web with Microsoft Edge. . . . . . PA-14
Locating Information with Cortana. . . . . . . . . . PA-14
Annotating Webpages . . . . . . . . . . . . . . . . . . . PA-15
2: Viewing Online News with
Reading View . . . . . . . . . . . . . . . . . . . . . . . . . . PA-16
EXCEL MODULES
Module 1 Getting Started with Excel Creating a Customer Order Report . . . . . . . . . . . . . . . . EX 1
Session 1.1 Visual Overview:
Introducing Excel and Spreadsheets. . . . . . . . . . . . EX 4
Opening an Existing Workbook . . . . . . . . . . . . . EX 4
Using Keyboard Shortcuts to Work Faster. . . . . . EX 6
PRODUCTIVITY APPS FOR SCHOOL AND WORK .................. PA-1
Introduction to OneNote 2016 . . . . . . . . . . . . . . . . PA-2
Creating a OneNote Notebook . . . . . . . . . . . . . PA-2
Syncing a Notebook to the Cloud . . . . . . . . . . . PA-2
Taking Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . PA-3
Recording a Lecture . . . . . . . . . . . . . . . . . . . . . . PA-4
Paper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PA-5
Introduction to Sway . . . . . . . . . . . . . . . . . . . . . . . . PA-6
Adding Content to Build a Story . . . . . . . . . . . . PA-7
Designing a Sway . . . . . . . . . . . . . . . . . . . . . . . . PA-8
Publishing a Sway . . . . . . . . . . . . . . . . . . . . . . . . PA-8
Sharing a Sway . . . . . . . . . . . . . . . . . . . . . . . . . . PA-8
2: Creating an Online Sway Newsletter . . . . . . . PA-9
3: Creating and Sharing a Technology
Presentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . PA-9
Adding Office Mix to PowerPoint. . . . . . . . . . . PA-10
Capturing Video Clips. . . . . . . . . . . . . . . . . . . . PA-11
TABLE OF CONTENTS
Microsoft Ofce 365 & Excel 2016, Comprehensive v
Getting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 6
Exploring a Workbook. . . . . . . . . . . . . . . . . . . . . . . EX 7
Changing the Active Sheet . . . . . . . . . . . . . . . . . EX 8
Navigating Within a Worksheet . . . . . . . . . . . . . EX 9
Selecting a Cell Range . . . . . . . . . . . . . . . . . . . EX 11
Closing a Workbook . . . . . . . . . . . . . . . . . . . . . . . EX 13
Planning a Workbook . . . . . . . . . . . . . . . . . . . . . . EX 13
Starting a New Workbook. . . . . . . . . . . . . . . . . . . EX 14
Renaming and Inserting Worksheets . . . . . . . . EX 15
Moving Worksheets . . . . . . . . . . . . . . . . . . . . . EX 16
Deleting Worksheets . . . . . . . . . . . . . . . . . . . . EX 16
Entering Text, Dates, and Numbers . . . . . . . . . . . EX 17
Entering Text. . . . . . . . . . . . . . . . . . . . . . . . . . . EX 17
Editing Cell Content . . . . . . . . . . . . . . . . . . . . . EX 19
Understanding AutoComplete . . . . . . . . . . . . . EX 20
Entering Dates . . . . . . . . . . . . . . . . . . . . . . . . . EX 22
Entering Numbers. . . . . . . . . . . . . . . . . . . . . . . EX 24
Changing Column Widths. . . . . . . . . . . . . . . . . EX 25
Wrapping Text Within a Cell . . . . . . . . . . . . . . . EX 27
Changing Row Heights . . . . . . . . . . . . . . . . . . . EX 28
Session 1.1 Quick Check . . . . . . . . . . . . . . . . . . . . EX 29
Entering a Formula . . . . . . . . . . . . . . . . . . . . . . EX 32
Copying and Pasting Formulas . . . . . . . . . . . . . EX 35
Simplifying Formulas with Functions. . . . . . . . . . . EX 36
Introducing Function Syntax . . . . . . . . . . . . . . . EX 36
Entering Functions with AutoSum . . . . . . . . . . EX 36
Modifying a Worksheet . . . . . . . . . . . . . . . . . . . . . EX 39
Moving and Copying a Cell or Range. . . . . . . . EX 39
Using the COUNT Function . . . . . . . . . . . . . . . EX 41
Inserting a Column or Row . . . . . . . . . . . . . . . . EX 42
Deleting a Row or Column . . . . . . . . . . . . . . . . EX 44
Inserting and Deleting a Range . . . . . . . . . . . . EX 45
Using Flash Fill . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 47
Formatting a Worksheet . . . . . . . . . . . . . . . . . . . . EX 48
Adding Cell Borders . . . . . . . . . . . . . . . . . . . . . EX 49
Changing the Font Size. . . . . . . . . . . . . . . . . . . EX 50
Printing a Workbook . . . . . . . . . . . . . . . . . . . . . . . EX 50
Changing Worksheet Views . . . . . . . . . . . . . . . EX 50
Changing the Page Orientation . . . . . . . . . . . . EX 52
Setting the Scaling Options . . . . . . . . . . . . . . . EX 53
Setting the Print Options . . . . . . . . . . . . . . . . . EX 54
Viewing Worksheet Formulas . . . . . . . . . . . . . . . . EX 55
Saving a Workbook with a New Filename. . . . . . . EX 56
New Perspectives Seriesvi
Calculating Averages. . . . . . . . . . . . . . . . . . . . . . . EX 96
Copying and Pasting Formats . . . . . . . . . . . . . . . EX 100
Copying Formats with the
Format Painter. . . . . . . . . . . . . . . . . . . . . . . . . EX 100
Copying Formats with the
Copying Formats with Paste Special . . . . . . . EX 102
Finding and Replacing Text and Formats . . . . . . EX 103
Working with Themes . . . . . . . . . . . . . . . . . . . . . EX 105
Highlighting Data with Conditional
Bottom Rule . . . . . . . . . . . . . . . . . . . . . . . . . . EX 109
Using Page Break Preview . . . . . . . . . . . . . . . EX 113
Defining the Print Area . . . . . . . . . . . . . . . . . . EX 114
Inserting Page Breaks . . . . . . . . . . . . . . . . . . . EX 115
Adding Print Titles . . . . . . . . . . . . . . . . . . . . . EX 117
Designing Headers and Footers . . . . . . . . . . . EX 118
Setting the Page Margins . . . . . . . . . . . . . . . . EX 120
Review Assignments . . . . . . . . . . . . . . . . . . . . . . . EX 58
Case Problems. . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 59
Module 2 Formatting Workbook Text and Data Creating a Sales Report . . . . . . . . . . . . . . . . . . . . . . . . EX 65
Applying Fonts and Font Styles . . . . . . . . . . . . EX 68
Applying a Font Color. . . . . . . . . . . . . . . . . . . . EX 70
Formatting Text Selections Within
a Cell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 72
Changing a Fill Color . . . . . . . . . . . . . . . . . . . . EX 73
Adding a Background Image . . . . . . . . . . . . . . EX 74
Using Functions and Formulas to Calculate
Sales Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 75
Formatting Numbers . . . . . . . . . . . . . . . . . . . . . . . EX 79
Formatting Dates and Times . . . . . . . . . . . . . . EX 83
Formatting Worksheet Cells . . . . . . . . . . . . . . . . . EX 84
Aligning Cell Content . . . . . . . . . . . . . . . . . . . . EX 84
Indenting Cell Content . . . . . . . . . . . . . . . . . . . EX 85
Adding Borders to Cells . . . . . . . . . . . . . . . . . . EX 85
Merging Cells . . . . . . . . . . . . . . . . . . . . . . . . . . EX 87
Exploring the Format Cells Dialog Box. . . . . . . . . EX 89
Microsoft Ofce 365 & Excel 2016, Comprehensive vii
Filling a Series . . . . . . . . . . . . . . . . . . . . . . . . . EX 156
Exploring Auto Fill Options . . . . . . . . . . . . . . EX 158
Filling Formulas . . . . . . . . . . . . . . . . . . . . . . . . EX 159
Changing Cell References in a Formula . . . . . EX 165
Summarizing Data with the Quick
Analysis Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 167
Using Lookup Functions . . . . . . . . . . . . . . . . . . . EX 171
Finding an Exact Match with the VLOOKUP
Function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 171
Review Assignments . . . . . . . . . . . . . . . . . . . . . . EX 181
Case Problems. . . . . . . . . . . . . . . . . . . . . . . . . . . EX 182
Module 4 Analyzing and Charting Financial Data Preparing a Business Plan . . . . . . . . . . . . . . . . . . . . . . EX 187
Chart Elements . . . . . . . . . . . . . . . . . . . . . . . . . . EX 188
Getting Started with Excel Charts . . . . . . . . . . . EX 195
Creating a Pie Chart . . . . . . . . . . . . . . . . . . . . EX 197
Selecting the Data Source . . . . . . . . . . . . . . . EX 197
Session 2.2 Quick Check . . . . . . . . . . . . . . . . . . . EX 122
Case Problems. . . . . . . . . . . . . . . . . . . . . . . . . . . EX 125
and Functions Calculating Farm Yield and Revenue . . . . . . . . . . . . . EX 131
Documenting Formulas. . . . . . . . . . . . . . . . . . EX 135
Identifying Notes, Input Values, and
Calculated Values . . . . . . . . . . . . . . . . . . . . . . EX 140
Entering the COUNT function . . . . . . . . . . . . EX 142
Nesting the ROUND and AVERAGE
Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 143
Function Dialog Box . . . . . . . . . . . . . . . . . . . . EX 145
Performing What-If Analyses. . . . . . . . . . . . . . . . EX 149
Using Trial and Error . . . . . . . . . . . . . . . . . . . . EX 149
Using Goal Seek . . . . . . . . . . . . . . . . . . . . . . . EX 150
Interpreting Error Values . . . . . . . . . . . . . . . . . . . EX 151
Cell References and Formulas . . . . . . . . . . . . . . . EX 154
AutoFilling Formulas and Data . . . . . . . . . . . . . . EX 156
New Perspectives Seriesviii
Working with Primary and Secondary
Axes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 232
Exploring Other Chart Types . . . . . . . . . . . . . . . EX 237
Creating a Histogram . . . . . . . . . . . . . . . . . . . EX 237
Creating a Pareto Chart . . . . . . . . . . . . . . . . . EX 239
Using a Waterfall Chart. . . . . . . . . . . . . . . . . . EX 240
Using a Hierarchical Chart . . . . . . . . . . . . . . . EX 241
Creating Sparklines . . . . . . . . . . . . . . . . . . . . . . . EX 243
Creating Data Bars . . . . . . . . . . . . . . . . . . . . . . . EX 247
Modifying a Data Bar Rule . . . . . . . . . . . . . . . EX 249
Case Problems. . . . . . . . . . . . . . . . . . . . . . . . . . . EX 252
Planning a Structured Range of Data . . . . . . . . . EX 260
Freezing Rows and Columns . . . . . . . . . . . . . . . . EX 262
Creating an Excel Table. . . . . . . . . . . . . . . . . . . . EX 264
Renaming an Excel Table . . . . . . . . . . . . . . . . EX 266
Modifying an Excel Table . . . . . . . . . . . . . . . . EX 266
Charting with the Quick Analysis Tool . . . . . . EX 198
Moving and Resizing a Chart . . . . . . . . . . . . . EX 200
Working with Chart Elements . . . . . . . . . . . . . . . EX 201
Choosing a Chart Style . . . . . . . . . . . . . . . . . . EX 202
Formatting a Chart Legend . . . . . . . . . . . . . . EX 203
Formatting Pie Chart Labels . . . . . . . . . . . . . . EX 205
Changing the Pie Slice Colors. . . . . . . . . . . . . EX 206
Formatting the Chart Area . . . . . . . . . . . . . . . EX 207
Performing What-If Analyses with
Creating a Clustered Column Chart . . . . . . . . EX 211
Moving a Chart to a Different
Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 212
Creating a Stacked Column Chart . . . . . . . . . EX 213
Creating a Line Chart . . . . . . . . . . . . . . . . . . . . . EX 220
Working with Axes and Gridlines . . . . . . . . . . . . EX 222
Editing the Scale of the Vertical Axis . . . . . . . EX 222
Adding Gridlines to a Chart . . . . . . . . . . . . . . EX 224
Working with Column Widths. . . . . . . . . . . . . EX 224
Formatting Data Markers . . . . . . . . . . . . . . . . . . EX 225
Formatting the Plot Area. . . . . . . . . . . . . . . . . . . EX 227
Microsoft Ofce 365 & Excel 2016, Comprehensive ix
Analyzing Data with PivotTables . . . . . . . . . . . . . EX 300
Creating a PivotTable. . . . . . . . . . . . . . . . . . . . . . EX 300
Adding Fields to a PivotTable . . . . . . . . . . . . . EX 303
Changing the Layout of a PivotTable . . . . . . . EX 305
Formatting a PivotTable . . . . . . . . . . . . . . . . . EX 306
Filtering a PivotTable . . . . . . . . . . . . . . . . . . . . . . EX 308
Adding a Field to the FILTERS Area . . . . . . . . EX 308
Filtering PivotTable Fields . . . . . . . . . . . . . . . . EX 309
Creating a Slicer to Filter a
PivotTable . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 310
Creating a Recommended PivotTable . . . . . . . . . EX 314
Creating a PivotChart . . . . . . . . . . . . . . . . . . . . . EX 316
Case Problems. . . . . . . . . . . . . . . . . . . . . . . . . . . EX 320
Workbooks Summarizing Rental Income Data. . . . . . . . . . . . . . . . EX 327
Grouping Worksheets . . . . . . . . . . . . . . . . . . . . . EX 330
Worksheet Group . . . . . . . . . . . . . . . . . . . . . . EX 332
Ungrouping Worksheets. . . . . . . . . . . . . . . . . EX 335
Adding Records . . . . . . . . . . . . . . . . . . . . . . . EX 268
Deleting a Record . . . . . . . . . . . . . . . . . . . . . . EX 270
Sorting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 271
Sort Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . EX 271
Sorting Using a Custom List . . . . . . . . . . . . . . EX 274
Filtering Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 278
Clearing Filters . . . . . . . . . . . . . . . . . . . . . . . . EX 281
Complex Criteria . . . . . . . . . . . . . . . . . . . . . . . EX 282
an Excel Table . . . . . . . . . . . . . . . . . . . . . . . . . EX 285
Using the Total Row to Calculate
Summary Statistics . . . . . . . . . . . . . . . . . . . . . . . EX 287
Inserting Subtotals. . . . . . . . . . . . . . . . . . . . . . . . EX 292
New Perspectives Seriesx
Existing Template . . . . . . . . . . . . . . . . . . . . . . EX 371
Creating a New Workbook
Review Assignment . . . . . . . . . . . . . . . . . . . . . . . EX 381
Case Problems. . . . . . . . . . . . . . . . . . . . . . . . . . . EX 382
Module 7 Developing an Excel Application Creating a Registration Receipt . . . . . . . . . . . . . . . . . EX 387
Planning an Excel Application . . . . . . . . . . . . . . . EX 390
Naming Cells and Ranges . . . . . . . . . . . . . . . . . . EX 392
Using the Name Box to Create
Defined Names . . . . . . . . . . . . . . . . . . . . . . . . EX 393
Defined Names . . . . . . . . . . . . . . . . . . . . . . . . EX 394
Adding Defined Names to
Existing Formulas . . . . . . . . . . . . . . . . . . . . . . EX 402
Copying Worksheets. . . . . . . . . . . . . . . . . . . . EX 336
Worksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 338
Worksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 341
Linking Workbooks . . . . . . . . . . . . . . . . . . . . . . . EX 350
Creating Formulas with External
Managing Links . . . . . . . . . . . . . . . . . . . . . . . . EX 363
Templates and Hyperlinks . . . . . . . . . . . . . . . . . . EX 366
Creating a Hyperlink . . . . . . . . . . . . . . . . . . . . . . EX 368
Inserting a Hyperlink . . . . . . . . . . . . . . . . . . . . EX 368
Editing a Hyperlink . . . . . . . . . . . . . . . . . . . . . EX 370
Microsoft Ofce 365 & Excel 2016, Comprehensive xi
Working with the Visual Basic Editor. . . . . . . . . . EX 440
Understanding the Structure of Macros . . . . . EX 442
Editing a Macro Using the
Visual Basic Editor . . . . . . . . . . . . . . . . . . . . . . EX 443
Creating Macro Buttons . . . . . . . . . . . . . . . . . . . EX 444
Saving a Workbook with Macros. . . . . . . . . . . . . EX 450
Opening a Workbook with Macros . . . . . . . . . . . EX 451
Removing a Tab from the Ribbon . . . . . . . . . . . . EX 452
Case Problems. . . . . . . . . . . . . . . . . . . . . . . . . . . EX 455
Module 8 Working with Advanced Functions Analyzing Employee and Product Data . . . . . . . . . . . EX 463
Logical Functions. . . . . . . . . . . . . . . . . . . . . . . . . EX 464
Inserting Calculated Columns in an
Excel Table . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 467
in Excel Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 477
Creating Nested IFs. . . . . . . . . . . . . . . . . . . . . . . EX 484
Validating Data Entry. . . . . . . . . . . . . . . . . . . . . . EX 408
Specifying Validation Criteria . . . . . . . . . . . . . EX 408
Creating an Error Alert Style
and Message. . . . . . . . . . . . . . . . . . . . . . . . . . EX 410
Creating a List Validation Rule . . . . . . . . . . . . EX 412
Testing Data Validation Rules . . . . . . . . . . . . . EX 416
Protecting a Worksheet and a Workbook. . . . . . EX 417
Locking and Unlocking Cells. . . . . . . . . . . . . . EX 418
Protecting a Worksheet . . . . . . . . . . . . . . . . . EX 419
Protecting a Workbook. . . . . . . . . . . . . . . . . . EX 421
Unprotecting a Worksheet
Inserting Comments . . . . . . . . . . . . . . . . . . . . . . EX 422
Automating Tasks with Macros . . . . . . . . . . . . . . EX 428
Protecting Against Macro Viruses. . . . . . . . . . . . EX 429
Macro Security Settings . . . . . . . . . . . . . . . . . EX 429
Recording a Macro . . . . . . . . . . . . . . . . . . . . . . . EX 432
Running a Macro . . . . . . . . . . . . . . . . . . . . . . . . . EX 436
Creating the TransferData Macro . . . . . . . . . . . . EX 438
Fixing Macro Errors. . . . . . . . . . . . . . . . . . . . . EX 440
New Perspectives Seriesxii
Calculating a Payment with the PMT
Function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 532
Function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 534
Creating an Amortization Schedule . . . . . . . . . . EX 540
Calculating Interest and Principal
Projecting Future Income and Expenses . . . . . . EX 550
Exploring Linear and Growth Trends . . . . . . . EX 550
Interpolating from a Starting Value to an
Ending Value . . . . . . . . . . . . . . . . . . . . . . . . . . EX 551
Calculating Depreciation of Assets . . . . . . . . . . . EX 557
Straight-Line Depreciation . . . . . . . . . . . . . . . EX 558
Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 563
Using the VLOOKUP Function to Find an
Exact Match . . . . . . . . . . . . . . . . . . . . . . . . . . EX 491
Approximate Match . . . . . . . . . . . . . . . . . . . . EX 493
Exact Match . . . . . . . . . . . . . . . . . . . . . . . . . . EX 496
Applying Conditional Formatting . . . . . . . . . . . . EX 508
Highlighting Duplicate Values. . . . . . . . . . . . . EX 508
Using the Conditional Formatting Rules
Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 510
Conditionally . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 513
Case Problems. . . . . . . . . . . . . . . . . . . . . . . . . . . EX 524
Module 9 Exploring Financial Tools and Functions Analyzing a Business Plan . . . . . . . . . . . . . . . . . . . . . EX 529
Loan and Investment Functions. . . . . . . . . . . . . . EX 530
Microsoft Ofce 365 & Excel 2016, Comprehensive xiii
Understanding Cost-Volume Relationships. . . . . EX 598
Comparing Expenses and Revenue . . . . . . . . EX 598
Exploring the Break-Even Point . . . . . . . . . . . EX 600
Finding the Break-Even Point with
What-If Analysis. . . . . . . . . . . . . . . . . . . . . . . . EX 601
Creating a One-Variable Data Table. . . . . . . . EX 603
Charting a One-Variable Data Table. . . . . . . . EX 606
Modifying a Data Table. . . . . . . . . . . . . . . . . . EX 607
Creating a Two-Variable Data Table . . . . . . . . . . EX 608
Formatting the Result Cell . . . . . . . . . . . . . . . EX 611
Charting a Two-Variable Data Table . . . . . . . . EX 612
Session 10.1 Quick Check . . . . . . . . . . . . . . . . . . EX 615
What-If Scenarios. . . . . . . . . . . . . . . . . . . . . . . . . EX 616
Developing Financial Scenarios with
Viewing Scenarios . . . . . . . . . . . . . . . . . . . . . . EX 622
Creating Scenario Summary Reports . . . . . . . . . EX 625
Introducing Product Mix . . . . . . . . . . . . . . . . . . . EX 632
Finding an Optimal Solution Using Solver . . . . . EX 634
Activating Solver . . . . . . . . . . . . . . . . . . . . . . . EX 634
Income Statement . . . . . . . . . . . . . . . . . . . . . . . . EX 563
Calculating Interest Rates with the RATE
Function. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 568
Investment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 569
The Time Value of Money . . . . . . . . . . . . . . . . EX 571
Using the NPV Function . . . . . . . . . . . . . . . . . EX 571
Choosing a Rate of Return . . . . . . . . . . . . . . . EX 572
Calculating the Internal Rate of Return . . . . . . . . EX 574
Using the IRR Function . . . . . . . . . . . . . . . . . . EX 574
Exploring the XNPV and XIRR
Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 577
Using the Watch Window . . . . . . . . . . . . . . . . EX 585
Case Problems. . . . . . . . . . . . . . . . . . . . . . . . . . . EX 589
Module 10 Performing What-If Analyses Maximizing Profits with the Right Product Mix. . . . . . EX 595
Data Tables and What-If Analysis . . . . . . . . . . . . EX 596
New Perspectives Seriesxiv
Transforming Data with Power Pivot . . . . . . . . . . EX 689
Exploring the Data Model in
Diagram View . . . . . . . . . . . . . . . . . . . . . . . . . EX 690
Creating a PivotTable from the Data
Model. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 692
Adding a Timeline Slicer . . . . . . . . . . . . . . . . . EX 695
Drilling Down into Data . . . . . . . . . . . . . . . . . . . . EX 700
Outlining a PivotTable with a Date Field. . . . . EX 701
Creating a Hierarchy of Fields. . . . . . . . . . . . . EX 702
Visualizing Data with Power View . . . . . . . . . . . . EX 706
Creating a Data Visualization . . . . . . . . . . . . . EX 708
Filtering Charts in a Power View Sheet. . . . . . EX 711
Creating Multiple Charts . . . . . . . . . . . . . . . . EX 713
Visualizing Data with Power Map . . . . . . . . . . . . EX 716
Case Problems. . . . . . . . . . . . . . . . . . . . . . . . . . . EX 722
Variable Cells. . . . . . . . . . . . . . . . . . . . . . . . . . EX 636
Creating a Solver Answer Report . . . . . . . . . . . . EX 645
Saving and Loading Solver Models . . . . . . . . . . . EX 647
Case Problems. . . . . . . . . . . . . . . . . . . . . . . . . . . EX 653
Module 11 Analyzing Data with Business Intelligence Creating a Sales Report for a Music Store . . . . . . . . . EX 659
Writing a Data Query . . . . . . . . . . . . . . . . . . . . . EX 662
Using Power Query . . . . . . . . . . . . . . . . . . . . . EX 662
Retrieving Data into an Excel Table . . . . . . . . EX 665
Editing a Query . . . . . . . . . . . . . . . . . . . . . . . . EX 666
Refreshing Query Data . . . . . . . . . . . . . . . . . . EX 667
Transforming Data with Queries . . . . . . . . . . . . . EX 669
Adding a New Column . . . . . . . . . . . . . . . . . . EX 669
Grouping Values in a Query . . . . . . . . . . . . . . EX 670
Charting Trends . . . . . . . . . . . . . . . . . . . . . . . . . EX 673
Power Pivot and the Data Model . . . . . . . . . . . . EX 680
Microsoft Ofce 365 & Excel 2016, Comprehensive xv
Integrating Excel with Other Office
Applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 762
Customizing Excel for Your Work Style. . . . . . . . EX 769
Developing a Workbook for International
Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 772
Case Problems. . . . . . . . . . . . . . . . . . . . . . . . . . . EX 780
Creating Custom Formats Cleaning Data in a Spreadsheet . . . . . . . . . . . . . . . . . . EX A1
Opening and Saving Workbooks Created in
Earlier Versions of Excel . . . . . . . . . . . . . . . . . . . . EX A2
Using Text Functions . . . . . . . . . . . . . . . . . . . . . . . EX A4
Using the LEN and LEFT Functions. . . . . . . . . . EX A5
Using the Paste Values Command . . . . . . . . . . EX A7
Using the PROPER Function and the
CONCATENATE Function. . . . . . . . . . . . . . . . . EX A8
Command . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX A10
Case . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX A12
Using Special Formats. . . . . . . . . . . . . . . . . . . EX A15
Creating Custom Formats . . . . . . . . . . . . . . . . . . EX A16
Creating a Custom Number Format . . . . . . . . EX A16
Creating a Custom Date Format. . . . . . . . . . . EX A18
Module 12 Collaborating on a Shared Workbook Working with a Team on a Financial Report . . . . . . . . EX 729
Sharing a Workbook Among Multiple Users. . . . EX 732
Setting Privacy Options . . . . . . . . . . . . . . . . . EX 732
Enabling Workbook Sharing . . . . . . . . . . . . . . EX 733
Tracking Changes in a Workbook . . . . . . . . . . . . EX 733
Reviewing Comments in a Shared
Workbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX 736
Saving a Workbook to OneDrive . . . . . . . . . . EX 745
Viewing a Workbook on the Web. . . . . . . . . . EX 746
Sharing Workbooks on OneDrive. . . . . . . . . . EX 747
Preparing the Final Workbook . . . . . . . . . . . . . . EX 752
Setting Document Properties . . . . . . . . . . . . . EX 752
Inspecting a Workbook. . . . . . . . . . . . . . . . . . EX 754
Protecting a Workbook. . . . . . . . . . . . . . . . . . EX 758
Marking a Workbook as Final . . . . . . . . . . . . . EX 759
Signing Off on a Workbook . . . . . . . . . . . . . . . . EX 759
New Perspectives Seriesxvi
Working with Color Scales . . . . . . . . . . . . . . . . EX C9
Working with Icon Sets . . . . . . . . . . . . . . . . . . EX C13
Using Formulas to Apply
Conditional Formatting. . . . . . . . . . . . . . . . . . EX C15
Graphics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX C15
Graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX C17
Inserting and Editing Pictures. . . . . . . . . . . . . EX C18
Resizing a SmartArt Graphic. . . . . . . . . . . . . . EX C21
Working with Themes . . . . . . . . . . . . . . . . . . . . . EX C23
Modifying a Theme’s Fonts and Colors . . . . . . EX C24
Saving a Custom Theme . . . . . . . . . . . . . . . . . EX C26
Improving Accessibility with Alternative Text . . . EX C27
Review Assignments . . . . . . . . . . . . . . . . . . . . . . EX C29
Case Problems. . . . . . . . . . . . . . . . . . . . . . . . . . . EX C30
Review Assignments . . . . . . . . . . . . . . . . . . . . . . EX A22
Case Problems. . . . . . . . . . . . . . . . . . . . . . . . . . . EX A23
Appendix B Advanced Filters, Database Functions,
and Summary IFS Functions Filtering and Summarizing Database Information. . . . . . EX B1
Using Advanced Filters . . . . . . . . . . . . . . . . . . . . . EX B2
Understanding the Criteria Range . . . . . . . . . . EX B3
Creating a Criteria Range . . . . . . . . . . . . . . . . . EX B7
Using Database Functions to Summarize
Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . EX B11
SUMIFS, and AVERAGEIFS Functions . . . . . . . . . EX B16
Review Assignments . . . . . . . . . . . . . . . . . . . . . . EX B22
Case Problems. . . . . . . . . . . . . . . . . . . . . . . . . . . EX B23
Appendix C Working with Enhanced Formatting Tools Formatting Seasonal Calendars for a Waterpark . . . . . . EX C1
Creating a Custom Cell Style . . . . . . . . . . . . . . . . EX C2
Creating a Custom Table Style . . . . . . . . . . . . . . . EX C4
Exploring Conditional Formats . . . . . . . . . . . . . . . EX C7
Highlighting Cells . . . . . . . . . . . . . . . . . . . . . . . EX C7
Productivity Apps for School and Work PA-1
Learn to use productivity apps! Links to companion Sways, featuring videos with hands-on instructions, are located on www.cengagebrain.com.
© Rawpixel/Shutterstock.com
Productivity Apps for School and Work
Lochlan keeps track of his class notes, football plays, and internship meetings with OneNote.
Nori is creating a Sway site to highlight this year’s activities for the Student Government Association. Hunter is adding interactive
videos and screen recordings to his PowerPoint resume.
Zoe is using the annotation features of Microsoft Edge to take and save web notes for her research paper.
Being computer literate no longer means mastery of only Word, Excel, PowerPoint, Outlook, and Access. To become technology power users, Hunter, Nori, Zoe, and Lochlan are exploring Microsoft OneNote, Sway, Mix, and Edge in Office 2016 and Windows 10.
In t
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Introduction to Sway ..................................6
OneNote Sway Ofce Mix Edge
Corinne Hoisington
PA-2 Productivity Apps for School and Work
Introduction to OneNote 2016 notebook | section tab | To Do tag | screen clipping | note | template | Microsoft OneNote Mobile app | sync | drawing canvas | inked handwriting | Ink to Text
As you glance around any classroom, you invariably see paper notebooks and notepads on each desk. Because deciphering and sharing handwritten notes can be a challenge, Microso OneNote 2016 replaces physical notebooks, binders, and paper notes with a searchable, digital notebook. OneNote captures your ideas and schoolwork on any device so you can stay organized, share notes, and work with others on projects. Whether you are a student taking class notes as shown in Figure 1 or an employee taking notes in company meetings, OneNote is the one place to keep notes for all of your projects.
Bottom Line • OneNote is a note-taking
app for your academic and professional life.
• Use OneNote to get organized by gathering your ideas, sketches, webpages, photos, videos, and notes in one place.
Figure 1: OneNote 2016 notebook
Each notebook is divided into sections, also called section tabs, by subject or topic.
Personalize a page with a template, or stationery.
Pages can include pictures such as screen clippings, images from any part of a computer screen.
Attach files and enter equations so you have everything you need in one place.
Write or draw directly on the page using drawing tools.
Use To Do tags, icons that help you keep track of your assignments and other tasks.
Type on a page to add a note, a small window that contains text or other types of information.
Creating a OneNote Notebook OneNote is divided into sections similar to those in a spiral-bound notebook. Each OneNote notebook contains sections, pages, and other notebooks. You can use One- Note for school, business, and personal projects. Store information for each type of project in dierent notebooks to keep your tasks separate, or use any other organization that suits you. OneNote is exible enough to adapt to the way you want to work.
When you create a notebook, it contains a blank page with a plain white background by default, though you can use templates, or stationery, to apply designs in categories such as Academic, Business, Decorative, and Planners. Start typing or use the buttons on the Insert tab to insert notes, which are small resizable windows that can contain text, equations, tables, on-screen writing, images, audio and video recordings, to-do lists, le attachments, and le printouts. Add as many notes as you need to each page.
Syncing a Notebook to the Cloud OneNote saves your notes every time you make a change in a notebook. To make sure you can access your notebooks with a laptop, tablet, or smartphone wherever you are, OneNote uses cloud-based storage, such as OneDrive or SharePoint. Microsoft OneNote Mobile app, a lightweight version of OneNote 2016 shown in Figure 2, is available for free in the Windows Store, Google Play for Android devices, and the AppStore for iOS devices.
If you have a Microso account, OneNote saves your notes on OneDrive auto- matically for all your mobile devices and computers, which is called syncing. For example, you can use OneNote to take notes on your laptop during class, and then
Learn to use OneNote! Links to companion Sways, featuring videos with hands-on instructions, are located on www.cengagebrain.com.
open OneNote on your phone to study later. To use a notebook stored on your computer with your OneNote Mobile app, move the notebook to OneDrive. You can quickly share notebook content with other people using OneDrive.
Taking Notes Use OneNote pages to organize your notes by class and topic or lecture. Beyond sim- ple typed notes, OneNote stores drawings, converts handwriting to searchable text and mathematical sketches to equations, and records audio and video.
OneNote includes drawing tools that let you sketch freehand drawings such as bio- logical cell diagrams and nancial supply-and-demand charts. As shown in Figure 3, the Draw tab on the ribbon provides these drawing tools along with shapes so you can insert diagrams and other illustrations to represent your ideas. When you draw on a page, One- Note creates a drawing canvas, which is a container for shapes and lines.
OneNote is ideal for taking notes during meetings, whether you are recording minutes, documenting a discussion, sketching product diagrams, or listing follow-up items. Use a meeting template to add pages with content appropriate for meetings.
On the Job Now
Notes synced to OneDrive and displayed on a smartphone
Draw tab
Insert text using the Type button in the Tools group.
Insert rectangles and lines from the Shapes group.
Lines and shapes are in the Shapes group.
Make drawings using pens in the Tools group.
Figure 3: Tools on the Draw tab
Converting Handwriting to Text When you use a pen tool to write on a notebook page, the text you enter is called inked handwriting. OneNote can convert inked handwriting to typed text when you use the Ink to Text button in the Convert group on the Draw tab, as shown in Figure 4. Aer OneNote converts the handwriting to text, you can use the Search box to nd terms in the converted text or any other note in your notebooks.
Figure 4: Converting handwriting to text
Ink to Text button
Handwriting converted to searchable text
Writing inserted with a fingertip
Recording a Lecture If your computer or mobile device has a microphone or camera, OneNote can record the audio or video from a lecture or business meeting as shown in Figure 5. When you record a lecture (with your instructor’s permission), you can follow along, take regular notes at your own pace, and review the video recording later. You can control the start, pause, and stop motions of the recording when you play back the recording of your notes.
Use OneNote as a place to brain- storm ongoing work projects. If a notebook contains sensitive material, you can password-pro- tect some or all of the notebook so that only certain people can open it.
On the Job Now
Math Lecture video file
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Try This Now 1: Taking Notes for a Week As a student, you can get organized by using OneNote to take detailed notes in your classes. Perform the following tasks:
a. Create a new OneNote notebook on your Microso OneDrive account (the default location for new notebooks). Name the notebook with your rst name followed by “Notes,” as in Caleb Notes.
b. Create four section tabs, each with a dierent class name. c. Take detailed notes in those classes for one week. Be sure to include notes, drawings, and other types of content.Take detailed notes in those classes for one week. Be sure to include notes, drawings, and other types of content.T d. Sync your notes with your OneDrive. Submit your assignment in the format specied by your instructor.
2: Using OneNote to Organize a Research Paper You have a research paper due on the topic of three habits of successful students. Use OneNote to organize your research. Perform the following tasks:
a. Create a new OneNote notebook on your Microso OneDrive account. Name the notebook Success Research. b. Create three section tabs with the following names:
• Take Detailed Notes • Be Respectful in Class • Come to Class Prepared
c. On the web, research the topics and nd three sources for each section. Copy a sentence from each source and paste the sentence into the appropriate section. When you paste the sentence, OneNote inserts it in a note with a link to the source.
d. Sync your notes with your OneDrive. Submit your assignment in the format specied by your instructor.
3: Planning Your Career Note: is activity requires a webcam or built-in video camera on any type of device.
Consider an occupation that interests you. Using OneNote, examine the responsibilities, education requirements, potential salary, and employment outlook of a specic career. Perform the following tasks:
a. Create a new OneNote notebook on your Microso OneDrive account. Name the notebook with your rst name followed by a career title, such as followed by a career title, such as f Kara - App Developer.
b. Create four section tabs with the names Responsibilities, Education Requirements, Median Salary, and Employment Outlook.
c. Research the responsibilities of your career path. Using OneNote, record a short video (approximately 30 seconds) of yourself explaining the responsibilities of your career path. Place the video in the Responsibilities section.
d. On the web, research the educational requirements for your career path and nd two appropriate sources. Copy a paragraph from each source and paste them into the appropriate section. When you paste a paragraph, OneNote inserts it in a note with a link to the source.
e. Research the median salary for a single year for this career. Create a mathematical equation in the Median Salary section that multiplies the amount of the median salary times 20 years to calculate how much you will possibly earn.
f. For the Employment Outlook section, research the outlook for your career path. Take at least four notes about what you nd when researching the topic.
g. Sync your notes with your OneDrive. Submit your assignment in the format specied by your instructor.
Learn to use OneNote! Links to companion Sways, featuring videos with hands-on instructions, are located on www.cengagebrain.com.
Introduction to Sway Sway site | responsive design | Storyline | card | Creative Commons license | animation emphasis eects | Docs.com
Expressing your ideas in a presentation typically means creating PowerPoint slides or a Word document. Microsoft Sway gives you another way to engage an audience. Sway is a free Microsoft tool available at Sway.com or as an app in Office 365. Using Sway, you can combine text, images, videos, and social media in a website called a Sway site that you can share and display on any device. To get started, you create a digital story on a web-based canvas without borders, slides, cells, or page breaks. A Sway site organizes the text, images, and video into a responsive design, which means your content adapts perfectly to any screen size as shown in Figure 6. You store a Sway site in the cloud on OneDrive using a free Microsoft account.
Bottom Line • Drag photos, videos, and
files from your computer and content from Facebook and Twitter directly to your Sway presentation.
• Run Sway in a web browser or as an app on your smartphone, and save presentations as webpages.
Figure 6: Sway site with responsive design
You can display a Sway presentation in a web browser.
Sway uses responsive design to make sure pages fit perfectly on any device.
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sz Learn to use Sway! Links to companion Sways, featuring videos with hands-on instructions, are located on www.cengagebrain.com.
Creating a Sway Presentation You can use Sway to build a digital yer, a club newsletter, a vacation blog, an informa- tional site, a digital art portfolio, or a new product rollout. Aer you select your topic and sign into Sway with your Microso account, a Storyline opens, providing tools and a work area for composing your digital story. See Figure 7. Each story can include text, images, and videos. You create a Sway by adding text and media content into a Storyline section, or card. To add pictures, videos, or documents, select a card in the le pane and then select the Insert Content button. e rst card in a Sway presentation contains a title and background image.
Figure 7: Creating a Sway site
Design and create Sway presentations.
To add content, select a card, which is designed to hold a particular type of information.
Arrange content in a Storyline, which contains all the text, pictures, videos, and other media in a Sway presentation.
Share and play published Sway sites.
After selecting a card, click the Insert Content button to add the content to the Sway presentation.
Adding Content to Build a Story As you work, Sway searches the Internet to help you nd relevant images, videos, tweets, and other content from online sources such as Bing, YouTube, Twitter, and Facebook. You can drag content from the search results right into the Storyline. In addition, you can upload your own images and videos directly in the presentation. For example, if you are creating a Sway presentation about the market for commer- cial drones, Sway suggests content to incorporate into the presentation by displaying it in the le pane as search results. e search results include drone images tagged with a Creative Commons license at online sources as shown in Figure 8. A Creative Commons license is a public copyright license that allows the free distribution of an otherwise copyrighted work. In addition, you can specify the source of the media. For example, you can add your own Facebook or OneNote pictures and videos in Sway without leaving the app.
If you have a Microsoft Word document containing an outline of your business content, drag the outline into Sway to create a card for each topic.
On the Job Now
Storyline title
Suggested images in the search results
Information about Creative Commons licensesSelect the source
of media objects
Designing a Sway Sway professionally designs your Storyline content by resizing background images and fonts to t your display, and by oating text, animating media, embedding video, and removing images as a page scrolls out of view. Sway also evaluates the images in your Storyline and suggests a color palette based on colors that appear in your photos. Use the Design button to display tools including color palettes, font choices, animation emphasis eects, and style templates to provide a personality for a Sway presentation. Instead of creating your own design, you can click the Remix button, which randomly selects unique designs for your Sway site.
Publishing a Sway Use the Play button to display your nished Sway presentation as a website. e Address bar includes a unique web address where others can view your Sway site. As the author, you can edit a published Sway site by clicking the Edit button (pencil icon) on the Sway toolbar.
Sharing a Sway When you are ready to share your Sway website, you have several options as shown in Figure 9. Use the Share slider button to share the Sway site publically or keep it private. If you add the Sway site to the Microso Docs.com public gallery, anyone worldwide can use Bing, Google, or other search engines to nd, view, and share your Sway site. You can also share your Sway site using Facebook, Twitter, Google+, Yammer, and other social media sites. Link your presentation to any webpage or email the link to your audience. Sway can also generate a code for embedding the link within another webpage.
If your project team wants to col- laborate on a Sway presentation, click the Authors button on the navigation bar to invite others to edit the presentation.
On the Job Now
Share button
Drag the slider button to Just me to keep the Sway site private
Send friends a link to the Sway site
Post the Sway site on Docs.com
Options dier depending on your Microsoft account
Try This Now 1: Creating a Sway Resume Sway is a digital storytelling app. Create a Sway resume to share the skills, job experi- ences, and achievements you have that match the requirements of a future job interest. Perform the following tasks:
a. Create a new presentation in Sway to use as a digital resume. Title the Sway Storyline with your full name and then select a background image.
b. Create three separate sections titled Academic Background, Work Experience, and Skills, and insert text, a picture, and a paragraph or bulleted points in each section. Be sure to include your own picture.
c. Add a fourth section that includes a video about your school that you nd online. d. Customize the design of your presentation. e. Submit your assignment link in the format specied by your instructor.
2: Creating an Online Sway Newsletter Newsletters are designed to capture the attention of their target audience. Using Sway, create a newsletter for a club, organization, or your favorite music group. Perform the following tasks:
a. Create a new presentation in Sway to use as a digital newsletter for a club, organization, or your favorite music group. Provide a title for the Sway Storyline and select an appropriate background image.
b. Select three separate sections with appropriate titles, such as Upcoming Events. In each section, insert text, a picture, and a paragraph or bulleted points.
c. Add a fourth section that includes a video about your selected topic. d. Customize the design of your presentation. e. Submit your assignment link in the format specied by your instructor.
3: Creating and Sharing a Technology Presentation To place a Sway presentation in the hands of your entire audience, you can share a link to the Sway presentation. Create a Sway presentation on a new technology and share it with your class. Perform the following tasks:
a. Create a new presentation in Sway about a cutting-edge technology topic. Provide a title for the Sway Storyline and select a background image.
b. Create four separate sections about your topic, and include text, a picture, and a paragraph in each section. c. Add a h section that includes a video about your topic. d. Customize the design of your presentation. e. Share the link to your Sway with your classmates and submit your assignment link in the format specied by your
instructor.
Learn to use Sway! Links to companion Sways, featuring videos with hands-on instructions, are located on www.cengagebrain.com.
Introduction to Office Mix add-in | clip | slide recording | Slide Notes | screen recording | free-response quiz
To enliven business meetings and lectures, Microso adds a new dimension to presentations with a powerful toolset called Oce Mix, a free add-in for PowerPoint. (An add-in is soware that works with an installed app to extend its features.) Using Oce Mix, you can record yourself on video, capture still and moving images on your desk- top, and insert interactive elements such as quizzes and live webpages directly into PowerPoint slides. When you post the nished presentation to OneDrive, Oce Mix provides a link you can share with friends and colleagues. Anyone with an Internet connection and a web browser can watch a published Oce Mix presentation, such as the one in Figure 10, on a computer or mobile device.
Bottom Line • Oce Mix is a free PowerPoint
add-in from Microsoft that adds features to PowerPoint.
• The Mix tab on the PowerPoint ribbon provides tools for creating screen recordings, videos, interactive quizzes, and live webpages.
Figure 10: Oce Mix presentation
You can view a published Office Mix presentation in a browser on any device, even if PowerPoint is not installed.
Display a list of slides with titles.
Click to continue to the next slide.
Adding Office Mix to PowerPoint To get started, you create an Oce Mix account at the website mix.oce.com using an email address or a Facebook or Google account. Next, you download and install the Oce Mix add-in (see Figure 11). Oce Mix appears as a new tab named Mix on the PowerPoint ribbon in versions of Oce 2013 and Oce 2016 running on personal computers (PCs).
Figure 11: Getting started with Oce Mix
Download the Office Mix free add-in from mix.office.com.
Click the Get Office Mix button to download Office Mix and install it as a tab on the PowerPoint ribbon.
Learn to use Oce Mix! Links to companion Sways, featuring videos with hands-on instructions, are located on www.cengagebrain.com.
Figure 13: Making a screen recording
Record the action on the screen within the red dashed outline.
Select Area button
Record audio while capturing your on-screen actions.
Capturing Video Clips A clip is a short segment of audio, such as music, or video. Aer nishing the content on a PowerPoint slide, you can use Oce Mix to add a video clip to animate or illus- trate the content. Oce Mix creates video clips in two ways: by recording live action on a webcam and by capturing screen images and movements. If your computer has a webcam, you can record yourself and annotate the slide to create a slide recording as shown in Figure 12.
When you are making a slide recording, you can record your spoken narration at the same time. e Slide Notes feature works like a teleprompter to help you focus on your presentation content instead of memorizing your narration. Use the Inking tools to make annotations or add highlighting using dierent pen types and colors. Aer nishing a recording, edit the video in PowerPoint to trim the length or set playback options.
e second way to create a video is to capture on-screen images and actions with or without a voiceover. is method is ideal if you want to show how to use your favorite website or demonstrate an app such as OneNote. To share your screen with an audience, select the part of the screen you want to show in the video. Oce Mix captures everything that happens in that area to create a screen recording, as shown in Figure 13. Oce Mix inserts the screen recording as a video in the slide.
Companies are using Office Mix to train employees about new products, to explain benefit packages to new workers, and to educate interns about office procedures.
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To make your video recordings accessible to people with hearing impairments, use the Office Mix closed-captioning tools. You can also use closed captions to sup- plement audio that is difficult to understand and to provide an aid for those learning to read.
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Figure 12: Making a slide recording
Record your voice; also record video if your computer has a camera.
For best results, look directly at your webcam while recording video.
Use inking tools to write and draw on the slide as you record.
Choose a video and audio device to record images and sound.
Use the Slide Notes button to display notes for your narration.
Inserting Quizzes, Live Webpages, and Apps To enhance and assess audience understanding, make your slides interactive by adding quizzes, live webpages, and apps. Quizzes give immediate feedback to the user as shown in Figure 14. Oce Mix supports several quiz formats, including a free-response quiz similar to a short answer quiz, and true/false, multiple-choice, and multiple-response formats.
Figure 14: Creating an interactive quiz
Quizzes Videos Apps button
Randomly shuffle quiz responses
Figure 15: Sharing an Oce Mix presentation
Office Mix dashboard displays the quiz analytics.
Sharing an Office Mix Presentation When you complete your work with Oce Mix, upload the presentation to your personal Oce Mix dashboard as shown in Figure 15. Users of PCs, Macs, iOS devices, and Android devices can access and play Oce Mix presentations. e Oce Mix dashboard displays built-in analytics that include the quiz results and how much time viewers spent on each slide. You can play completed Oce Mix presentations online or download them as movies.
Try This Now 1: Creating an Office Mix Tutorial for OneNote Note: is activity requires a microphone on your computer.
Oce Mix makes it easy to record screens and their contents. Create PowerPoint slides with an Oce Mix screen recording to show OneNote 2016 features. Perform the following tasks:
a. Create a PowerPoint presentation with the Ion Boardroom template. Create an opening slide with the title My Favorite OneNote Features and enter your name in the subtitle.
b. Create three additional slides, each titled with a new feature of OneNote. Open OneNote and use the Mix tab in PowerPoint to capture three separate screen recordings that teach your favorite features.
c. Add a h slide that quizzes the user with a multiple-choice question about OneNote and includes four responses. Be sure to insert a checkmark indicating the correct response.
d. Upload the completed presentation to your Oce Mix dashboard and share the link with your instructor.Upload the completed presentation to your Oce Mix dashboard and share the link with your instructor.U e. Submit your assignment link in the format specied by your instructor.
2: Teaching Augmented Reality with Office Mix Note: is activity requires a webcam or built-in video camera on your computer.
A local elementary school has asked you to teach augmented reality to its students using Oce Mix. Perform the following tasks:
a. Research augmented reality using your favorite online search tools. b. Create a PowerPoint presentation with the Frame template. Create an opening slide with the title Augmented Reality
and enter your name in the subtitle. c. Create a slide with four bullets summarizing your research of augmented reality. Create a 20-second slide recording of
yourself providing a quick overview of augmented reality. d. Create another slide with a 30-second screen recording of a video about augmented reality from a site such as YouTube
or another video-sharing site. e. Add a nal slide that quizzes the user with a true/false question about augmented reality. Be sure to insert a checkmark
indicating the correct response. f. Upload the completed presentation to your Oce Mix dashboard and share the link with your instructor.Upload the completed presentation to your Oce Mix dashboard and share the link with your instructor.U g. Submit your assignment link in the format specied by your instructor.
3: Marketing a Travel Destination with Office Mix Note: is activity requires a webcam or built-in video camera on your computer.
To convince your audience to travel to a particular city, create a slide presentation marketing any city in the world using a slide recording, screen recording, and a quiz. Perform the following tasks:
a. Create a PowerPoint presentation with any template. Create an opening slide with the title of the city you are marketing as a travel destination and your name in the subtitle.
b. Create a slide with four bullets about the featured city. Create a 30-second slide recording of yourself explaining why this city is the perfect vacation destination.
c. Create another slide with a 20-second screen recording of a travel video about the city from a site such as YouTube or another video-sharing site.
d. Add a nal slide that quizzes the user with a multiple-choice question about the featured city with ve responses. Be sure to include a checkmark indicating the correct response.
e. Upload the completed presentation to your Oce Mix dashboard and share your link with your instructor.Upload the completed presentation to your Oce Mix dashboard and share your link with your instructor.U f. Submit your assignment link in the format specied by your instructor.
Learn to use Oce Mix! Links to companion Sways, featuring videos with hands-on instructions, are located on www.cengagebrain.com.
Introduction to Microsoft Edge Reading view | Hub | Cortana | Web Note | Inking | sandbox
Microso Edge is the default web browser developed for the Windows 10 operating system as a replacement for Internet Explorer. Unlike its predecessor, Edge lets you write on webpages, read webpages without advertisements and other distractions, and search for information using a virtual personal assistant. e Edge interface is clean and basic, as shown in Figure 16, meaning you can pay more attention to the webpage content.
Businesses started adopting Internet Explorer more than 20 years ago simply to view webpages. Today, Microsoft Edge has a different purpose: to promote interaction with the web and share its contents with colleagues.
On the Job Now
Bottom Line • Microsoft Edge is the name of
the new web browser built into Windows 10.
• Microsoft Edge allows you to search the web faster, take web notes, read webpages without distractions, and get instant assistance from Cortana.
Figure 16: Microsoft Edge tools
Make a Web Note button
Share Web Note button
Reading view button
Hub (Favorites, reading list, history, and downloads) button
Forward button
Back button
Browsing the Web with Microsoft Edge One of the fastest browsers available, Edge allows you to type search text directly in the Address bar. As you view the resulting webpage, you can switch to Reading view, which is available for most news and research sites, to eliminate distracting advertisements. For example, if you are catching up on technology news online, the webpage might be dicult to read due to a busy layout cluttered with ads. Switch to Reading view to refresh the page and remove the original page formatting, ads, and menu sidebars to read the article distraction-free.
Consider the Hub in Microso Edge as providing one-stop access to all the things you collect on the web, such as your favorite websites, reading list, surng history, and downloaded les.
Locating Information with Cortana Cortana, the Windows 10 virtual assistant, plays an important role in Microso Edge. Aer you turn on Cortana, it appears as an animated circle in the Address bar when you might need assistance, as shown in the restaurant website in Figure 17. When you click the Cortana icon, a pane slides in from the right of the browser window to display detailed information about the restaurant, including maps and reviews. Cortana can also assist you in dening words, nding the weather, suggesting coupons for shopping, updating stock market information, and calculating math.
Learn to use Edge! Links to companion Sways, featuring videos with hands-on instructions, are located on www.cengagebrain.com.
Annotating Webpages One of the most impressive Microso Edge features are the Web Note tools, which you use to write on a webpage or to highlight text. When you click the Make a Web Note button, an Inking toolbar appears, as shown in Figure 18, that provides writing and drawing tools. ese tools include an eraser, a pen, and a highlighter with dierent colors. You can also insert a typed note and copy a screen image (called a screen clipping). You can draw with a pointing device, ngertip, or stylus using dierent pen colors. Whether you add notes to a recipe, annotate sources for a research paper, or select a product while shopping online, the Web Note tools can enhance your productivity. Aer you complete your notes, click the Save button to save the annotations to OneNote, your Favorites list, or your Reading list. You can share the inked page with others using the Share Web Note button.
To enhance security, Microsoft Edge runs in a partial sandbox, an arrangement that prevents attackers from gaining control of your computer. Browsing within the sandbox protects computer resources and information from hackers.
On the Job Now
Cortana circle icon in the Address bar
Cortana provides a map, address, location details, phone number, type of food, rating, and menu.
Figure 18: Web Note tools in Microsoft Edge
Highlighted text
Typed note
Inking toolbar with Web Note tools for making annotations
Writing and drawing created with the Pen tool
Try This Now 1: Using Cortana in Microsoft Edge Note: is activity requires using Microso Edge on a Windows 10 computer.
Cortana can assist you in nding information on a webpage in Microso Edge. Per- form the following tasks:
a. Create a Word document using the Word Screen Clipping tool to capture the following screenshots. • Screenshot A—Using Microso Edge, open a webpage with a technology news article. Right-click a term in the
article and ask Cortana to dene it. • Screenshot B—Using Microso Edge, open the website of a fancy restaurant in a city near you. Make sure the
Cortana circle icon is displayed in the Address bar. (If it’s not displayed, nd a dierent restaurant website.) Click the Cortana circle icon to display a pane with information about the restaurant.
• Screenshot C—Using Microso Edge, type 10 USD to Euros in the Address bar without pressing the Enter key. Cortana converts the U.S. dollars to Euros.
• Screenshot D—Using Microso Edge, type Apple stock in the Address bar without pressing the Enter key. Cortana Apple stock in the Address bar without pressing the Enter key. Cortana Apple stock displays the current stock quote.
b. Submit your assignment in the format specied by your instructor.
2: Viewing Online News with Reading View Note: is activity requires using Microso Edge on a Windows 10 computer.
Reading view in Microso Edge can make a webpage less cluttered with ads and other distractions. Perform the following tasks:
a. Create a Word document using the Word Screen Clipping tool to capture the following screenshots. • Screenshot A—Using Microso Edge, open the website mashable.com. Open a technology article. Click the Reading
view button to display an ad-free page that uses only basic text formatting. • Screenshot B—Using Microso Edge, open the website bbc.com. Open any news article. Click the Reading view
button to display an ad-free page that uses only basic text formatting. • Screenshot C—Make three types of annotations (Pen, Highlighter, and Add a typed note) on the BBC article page
displayed in Reading view. b. Submit your assignment in the format specied by your instructor.
3: Inking with Microsoft Edge Note: is activity requires using Microso Edge on a Windows 10 computer.
Microso Edge provides many annotation options to record your ideas. Perform the following tasks: a. Open the website wolframalpha.com in the Microsoft Edge browser. Wolfram Alpha is a well-respected academic
search engine. Type US$100 1965 dollars in 2015 in the Wolfram Alpha search text box and press the Enter key. b. Click the Make a Web Note button to display the Web Note tools. Using the Pen tool, draw a circle around the
result on the webpage. Save the page to OneNote. c. In the Wolfram Alpha search text box, type the name of the city closest to where you live and press the Enter key.
Using the Highlighter tool, highlight at least three interesting results. Add a note and then type a sentence about what you learned about this city. Save the page to OneNote. Share your OneNote notebook with your instructor.
d. Submit your assignment link in the format specified by your instructor.
Learn to use Edge! Links to companion Sways, featuring videos with hands-on instructions, are located on www.cengagebrain.com.
EX 1
MODULE 1 Getting Started with Excel Creating a Customer Order Report
Case | Game Card Peter Lewis is part owner of Game Card, a store in Missoula, Montana, that specializes in selling vintage board games. Peter needs to track sales data, generate nancial reports, create contact lists for loyal customers, and analyze market trends. He can perform all of these tasks with Microsoft Excel 2016, (or just Excel), an application used to enter, analyze, and present quantitative data. He wants to create an efcient way of tracking the company inventory and managing customer sales. Peter asks you to use Excel to create a document in which he can enter customer purchases from the store.
OBJECTIVES
Session 1.1 • Open and close a workbook • Navigate through a workbook
and worksheet • Select cells and ranges • Plan and create a workbook • Insert, rename, and move
worksheets • Enter text, dates, and numbers • Undo and redo actions • Resize columns and rows
Session 1.2 • Enter formulas and the SUM
and COUNT functions • Copy and paste formulas • Move or copy cells and ranges • Insert and delete rows,
columns, and ranges • Create patterned text with
Flash Fill • Add cell borders and change
font size • Change worksheet views • Prepare a workbook for
printing • Save a workbook with a new
lename
Finances.xlsx
Review
(none)
Case1
Donation.xlsx
Case2
Balance.xlsx
Case4
Service.xlsx
Case3
FTP.xlsx
Excel | Module 1 Getting Started with ExcelExcel | Module 1 Getting Started with ExcelEX 2
The formula bar displays the value or formula entered into the active cell.
The ribbon is organized into tabs. Each tab has commands related to particular activities or tasks.
The ribbon contains buttons that you click to execute commands to work with Excel.
The Name box displays Name box displays Name box the cell reference of the active cell. In this case, the active cell is cell H12.
The row headings are numbers along the left side of the workbook window that identify the different rows of the worksheet.
The status bar provides information about the workbook.
Buttons for related commands are organized on a tab in groups.
A group of cells in a rectangular block is called a cell range (or range). If the blocks are not connected, as shown here, it is a nonadjacent range.
The sheet currently displayed in the workbook window is the active sheet. Its sheet tab is underlined, and the sheet name is green and bold.
Inactive sheets are not visible in the workbook window; their sheet tabs are not underlined and their sheet name is black.
Excel stores spreadsheets in files called workbooks. The name of the current workbook appears in the title bar.
Module 1 Getting Started with Excel | ExcelModule 1 Getting Started with Excel | ExcelModule 1 Getting Started with Excel | ExcelModule 1 Getting Started with Excel | ExcelModule 1 Getting Started with Excel | ExcelModule 1 Getting Started with Excel | Excel EX 3
The Excel Workbook The Tell me what you want to do box provides quick access to commands and online help.
The Ribbon Display Options button is used to display all, part, or none of the ribbon.
The column headings are letters along the top of the workbook window that identify the different columns of the worksheet.
A workbook is made up of sheets. Each sheet is identified by a sheet name, which appears in a sheet tab.
The Zoom controls increase or decrease the magnification of the worksheet content. These tutorials show worksheets zoomed to 120%.
Each intersection of a row and column is a cell. Each cell contains a separate value. The currently selected cell is the active cell.
The contents of a worksheet are laid out in a grid of rows and columns in the workbook window.
The Minimize button hides a window so that only its program button is visible on the taskbar.
The Restore Down button returns a window to its previous size. If the Maximize button appears, it expands the window to fill the screen.
Excel | Module 1 Getting Started with ExcelEX 4
Introducing Excel and Spreadsheets A spreadsheet is a grouping of text and numbers in a rectangular grid or table. Spreadsheets are often used in business for budgeting, inventory management, and nancial reporting because they unite text, numbers, and charts within one document. They can also be employed for personal use for planning a personal budget, tracking expenses, or creating a list of personal items. The advantage of an electronic spreadsheet is that the content can be easily edited and updated to reect changing nancial conditions.
To start Excel: 1. On the Windows taskbar, click the Start button . The Start menu opens.
2. Click All Apps on the Start menu, scroll the list, and then click Excel 2016. Excel starts and displays the Recent screen in Backstage view. Backstage view provides access to various screens with commands that allow you to manage files and Excel options. On the left is a list of recently opened workbooks. On the right are options for creating new workbooks. See Figure 1-1.
link to the Open screen
you might see a list of recently opened workbooks here
opens a blank workbook
preview of a template
Opening an Existing Workbook Excel documents are called workbooks. From the Recent screen in Backstage view, you can open a blank workbook, open an existing workbook, or create a new workbook based on a template. A template is a preformatted workbook with many design features and some content already lled in. Templates can speed up the process of creating a workbook because much of the effort in designing the workbook and entering its data and formulas is already done for you.
Peter created an Excel workbook that contains several worksheets describing the current nancial status of Game Card. You will open that workbook now.
Figure 1-1 Recent screen in Backstage view
Module 1 Getting Started with Excel | Excel EX 5
To open the Game Card nancial status workbook: 1. In the navigation bar on the Recent screen, click the Open Other
Workb

New Perspectives Microsoft Office 365 & Excel 2016: Comprehensive

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