Level 1 Excel Getting started with Excel Basic concepts This section covers items like: Knowing that Excel is a Spreadsheet application The basic vocabulary of Excel (Presentation, Slide, Placeholder...)

Working with Workbooks This section covers items like: Creating a new, blank workbook Creating a new workbook from a template Opening a saved workbook Saving a workbook Closing a workbook

Managing your files This section covers items like: Managing your files using Excel

Entering data in the Worksheet This section covers items like: Understanding the type of data which can be input into an Excel spreadsheet Entering Text or Labels into a spreadsheet Entering Numbers or Dates into a spreadsheet

Manipulating the information Selecting cells This section covers items like: Selecting a cell or a range of cells

Modifying data This section covers items like: Making changes to the contents of cells Level 1 Excel competencies

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Undo and redo your actions Deleting data and use the Clear command

Copying, moving and Auto-Filling data This section covers items like: Using cut, copy and paste to move or copy data Using Auto Fill to fill cells with data automatically

Sorting data This section covers items like: Sorting data within Excel

Adjusting rows and columns This section covers items like: Adjusting the width of a column Adjusting the height of a row Adjusting the cell size using AutoFit Inserting rows and columns

Managing Worksheets This section covers items like: Renaming a worksheet Adding, move and delete worksheets

Working with formulas Creating simple formulas This section covers items like: Understanding formulas within Excel Understanding how formulas are structured

Using common built-in functions This section covers items like: Using common built-in functions to create formulas

Level 1 Excel competencies

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Using absolute and relative addresses This section covers items like: Understanding what absolute and relative formulas are and apply these to formulas

Being careful with formulas This section covers items like: Understanding the importance of accuracy when using formulas Understanding the potential issues caused by errors in formulas

Formatting a worksheet Formatting cell contents This section covers items like: Understanding what formatting means within Excel Changing fonts and sizes Formatting number and decimal digits Changing cell alignment

Borders, shading and Styles This section covers items like: Applying a cell border to a range of cells Applying colours and patterns to Excel spreadsheets Using Excel styles to format a spreadsheet Using the Format Painter

Working with charts Understanding charts This section covers items like: Understanding what a chart is within Excel Creating a chart Identifying the correct chart type for your data

Changing the chart layout This section covers items like: Understanding the chart layout and the elements that can be modified Level 1 Excel competencies

Modifying chart layout

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Proofing and printing Spell checking This section covers items like: Using the spell checker within Excel

Previewing the Worksheet This section covers items like: Previewing a worksheet

Adding and removing page breaks This section covers items like: Adding or remove page breaks

Customising the printout This section covers items like: Changing page settings Changing margins Changing page orientation Adding headers and footers Setting print properties within the sheet tab

Printing the worksheet This section covers items like: Printing from Excel

Level 1 Excel competencies

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Level 2 Excel Viewing workbooks Open and arrange windows This section covers items like: Opening another window on to a workbook Arranging workbook windows Hiding and show windows

Split panes This section covers items like: Split panes Freeze panes This section covers items like: Freeze panes Change the zoom This section covers items like: Changing the zoom of a worksheet

Manipulating worksheets Adjust column width This section covers items like: Adjusting the width of columns Adjust row height This section covers items like: Adjusting the height of rows Insert and delete rows, columns and cells This section covers items like: Inserting and deleting rows and columns Deleting cells and cell contents Hide and unhide rows or columns This section covers items like: Hiding and unhiding rows and columns Level 2 Excel competencies

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Manage worksheets This section covers items like: Inserting worksheets into a workbook Move, copy and rename worksheets Removing worksheets from a workbook

Manipulating information Move and copy data This section covers items like: Using cut, copy and paste to move or copy data Paste with live preview This section covers items like: Paste only certain information from a copied or cut cell Transposing cells when pasting Use AutoFill This section covers items like: Using AutoFill Use hyperlinks This section covers items like: Understanding what hyperlinks are Inserting hyperlinks into your workbooks

Using formulas Create and edit simple formulas This section covers items like: Understanding what a formula is Creating a formula Editing a formula Understand and enforce simple precedence in formulas This section covers items like: Understanding what precedence means Using parentheses in your formulas to enforce simple precedence

Level 2 Excel competencies

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Nest parentheses in formulas This section covers items like: Using nesting in formulas to carry out complex calculations Use relative and absolute cell references This section covers items like: Knowing how formulas adjust when copied from one cell to another Understanding the difference between relative and absolute cell references, and how to use them Refer to other worksheets This section covers items like: Referring to another worksheet in a formula Link other workbooks This section covers items like: Using links between workbooks in your formulas

Using functions Get started with functions This section covers items like: Understanding what a function is and the format it takes Using AutoSum and the SUM function Find, choose and insert functions This section covers items like: Browsing and searching for functions Inserting functions in different ways Define names for cells and cell ranges This section covers items like: Defining names for cells and cell ranges Editing names using the Name Manager Count cells using functions This section covers items like: Counting cells using functions

Level 2 Excel competencies

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Use logical functions: IF This section covers items like: Understanding what logical functions are Using the IF functions Use logical functions: AND, OR This section covers items like: Using the AND and OR functions Use lookup functions This section covers items like: Understanding what lookup functions are Using the VLOOKUP and HLOOKUP functions

Managing formulas and functions Understand error messages This section covers items like: The different ways Excel displays error messages What those error messages mean Use the Error Checking tool This section covers items like: Recognising error indicators Using the Error Checking tool Adjust error checking options This section covers items like: Managing how Excel checks for errors Display and print formulas This section covers items like: Displaying formulas rather than calculated results in your worksheets Making formulas rather than results show up when printing Trace formula precedents and dependents This section covers items like: Tracing which cells in a worksheet make up a particular formula Tracing whether a formula is linked to any others Level 2 Excel competencies

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Working with data Create a table This section covers items like: Creating a table Customising how a table looks using styles and banding Adding header and total rows to a table Sort data This section covers items like: Sorting data by one or more criteria Filter data using AutoFilter This section covers items like: Filtering data using AutoFilter Use advanced filters This section covers items like: Filtering with more than one criteria Extracting filtered records from a worksheet to a different location Use the subtotal function This section covers items like: Using the SUBTOTAL function Outline data This section covers items like: Arranging data into groups Displaying an outline of grouped data Toggle views of detail and summaries Convert text to columns This section covers items like: Split text up into separate parts and place each part in its own cell Apply conditional formatting rules This section covers items like: Formatting cells if they obey certain rules Managing conditional formatting rules Level 2 Excel competencies

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Visualise data with conditional formatting This section covers items like: Incorporating data visualisations such as bars, colour scales and icon sets into your worksheets Insert sparklines This section covers items like: What a sparkline is How to insert sparklines into a worksheet How to format sparklines How to remove sparklines

Formatting cells and worksheets Change the appearance of cells and their contents This section covers items like: Adjusting the font attributes used for a cell Adding a border to a cell Changing the background of a cell Align cell contents This section covers items like: Aligning cell contents Wrap text in a cell This section covers items like: Wrapping text in a cell Merge and split cells This section covers items like: Merging and split cells Use Format Painter This section covers items like: Using Format Painter Use cell styles This section covers items like: Applying a style to a cell Creating a new cell style Level 2 Excel competencies

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Format using themes This section covers items like: Applying a theme to your worksheet Modifying a theme Format worksheets This section covers items like: Adding colour to the worksheet tabs Changing the worksheet background Turning column and row headings off Hiding and display gridlines

Formatting numbers Format numbers in a cell This section covers items like: Changing the number format of a cell Changing how many decimal places a number has Adding separators to make large numbers easier to read Format currency and accounting numbers This section covers items like: Formatting numbers with currency symbols Format dates and times This section covers items like: Changing the formatting of dates and times in your worksheet Get started with custom number formats This section covers items like: Understanding how custom number formats are specified Creating a number format with custom settings for decimal places, alignment and thousand separators Using a custom number format to control leading and trailing zeroes Go further with custom number formats This section covers items like: Displaying positive and negative numbers in different ways using the same custom number format Using custom number formats to insert your own unit of measurement Level 2 Excel competencies

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Use custom date and time formats This section covers items like: Using custom number formatting to display dates and times

Working with charts Create a basic chart This section covers items like: Creating a basic chart Select and add chart data This section covers items like: Creating a chart with data that is not next to each other on the worksheet Adding data to a chart once it has been created Change a chart type This section covers items like: Changing a chart type Create a pie chart This section covers items like: Creating a pie chart Exploding a piece of the pie out of the chart to highlight it Move and resize charts This section covers items like: Moving a chart around a worksheet Resizing a chart Moving a chart to another worksheet Customise chart design with styles and layouts This section covers items like: Applying a preset layout to a chart Applying a style to a chart Add and arrange chart elements This section covers items like: Adding a legend, labels and titles to a chart Moving chart elements Level 2 Excel competencies

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Edit chart axes and gridlines This section covers items like: Editing the scale and units of axes Adding tick marks to axes Displaying and hiding major and minor gridlines Format chart elements This section covers items like: Changing the colour of chart elements like lines, bars and columns Changing the font attributes of labels and titles Customising how gridlines look Highlighting one particular data point to make it stand out

Working with illustrations Insert graphics This section covers items like: Inserting graphics such as pictures and Clip Art into your worksheet Draw shapes This section covers items like: Adding shapes to a worksheet Adding text to shapes Modify graphics This section covers items like: Resizing images and shapes Moving images and shapes Applying effects such as borders and shadows to images Changing the fill and outline of shapes Insert WordArt This section covers items like: Inserting WordArt into your worksheets Using SmartArt graphics This section covers items like: Adding SmartArt to your workbooks

Level 2 Excel competencies

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Collaborating with others Use document properties This section covers items like: Adding properties to a workbook Inspect a document This section covers items like: Inspecting a document and remove any unwanted extra information Use comments This section covers items like: Adding comments to a worksheet Changing the appearance of comments Reviewing all comments in a worksheet Share workbooks This section covers items like: Sharing a workbook with a colleague so two people can make limited edits at the same time Unsharing a workbook Track changes This section covers items like: Tracking changes to a workbook Setting options for tracked changes Reviewing tracked changes Accepting or reject changes Protect a workbook with a password This section covers items like: Encrypting a workbook with a password Adding passwords to a workbook to control who can open and edit it Protect cells This section covers items like: Protecting cells on a worksheet so only certain people can make certain types of changes

Level 2 Excel competencies

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Validate data This section covers items like: Making cells accept only certain types of information Making cells display a message so users know what kind of information to enter Making cells display a warning if unsuitable information is entered Use pick lists This section covers items like: Using pick lists

Preparing to print Add headers and footers to worksheets This section covers items like: Opening Page Layout view Adding a header and footer to a worksheet Adding elements such as dates, page numbers and file paths to headers and footers Adjust margins This section covers items like: Adjusting the print margins of a worksheet Add and review page breaks This section covers items like: Adding page breaks manually so your workbook prints the way you want it to Print row and column headings This section covers items like: Printing row and column headings on every page of multi-page tables Customise printout This section covers items like: Printing only certain parts of worksheets Changing paper orientation Printing worksheets with or without gridlines

Level 2 Excel competencies

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Level 3 Excel Setting up a workbook Set advanced and custom workbook properties This section covers items like: Viewing a workbook's properties Adding properties with custom names and types

Use workbook templates This section covers items like: Creating a template from a workbook Using a template to create a new workbook

Set calculation properties This section covers items like: Configuring Excel to calculate formulas manually rather than automatically Enabling iterative calculation

Presenting data visually Create dynamic charts This section covers items like: Linking a table and a chart Using AutoFilter to display only certain data on a chart

Format chart elements This section covers items like: Changing the colour of chart elements like lines, bars and columns Changing the font attributes of labels and titles Customising how gridlines look Highlighting one particular data point to make it stand out Add a trendline to a chart This section covers items like: Adding a trendline to a chart Setting trend line forecasting and order options Level 3 Excel competencies

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Add secondary axes to a chart This section covers items like: Displaying data with different scales on the same chart Combining chart types to distinguish data

Use chart templates This section covers items like: Reusing a chart layout and design

Insert sparklines This section covers items like: What sparklines are How to insert sparklines into a worksheet How to format sparklines How to remove sparklines

Analysing data Use the Goal Seek tool This section covers items like: Setting up a what-if analysis Carrying out trial and error with Excel Using the Goal Seek tool to find the right input for a desired result

Set up scenarios This section covers items like: Saving and load different sets of values Viewing a summary of different scenarios Create a data table This section covers items like: Understanding what a formula variable is Being able to create tables to see how changing a variable alters a formula's result

Level 3 Excel competencies

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Consolidate data from multiple worksheets This section covers items like: Creating a summary of data from different worksheets

Using PivotTables and PivotCharts Create a PivotTable This section covers items like: What PivotTables are How to create a PivotTable How to move data around in a PivotTable How to format data in a PivotTable

Manipulate a PivotTable This section covers items like: Filtering columns and rows in a PivotTable Adding report filters to filter a PivotTable as a whole Rearranging fields to see subtotals

Use PivotTable slicers This section covers items like: Using slicers to simplify analysing PivotTables

Insert a PivotChart This section covers items like: Creating a dynamic chart linked to a PivotTable Group data in a PivotTable This section covers items like: Summarising parts of a PivotTable by grouping fields

Level 3 Excel competencies

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Formatting numbers Get started with custom number formats This section covers items like: Understanding how custom number formats are specified Being able to create a number format with custom settings for decimal places, alignment and thousand separators Being able to use a custom number format to control leading and trailing zeroes

Go further with custom number formats This section covers items like: Displaying positive and negative numbers in different ways using the same custom number format Using custom number formats to insert your own unit of measurement

Use custom date and time formats This section covers items like: Using custom number formatting to display dates and times

Using formulas and functions Use array formulas This section covers items like: Performing multiple calculations on a range of data with a single formula

Use lookup functions This section covers items like: What lookup functions are How to use the VLOOKUP and HLOOKUP functions

Use logical functions: IF This section covers items like: Understanding what logical functions are Being able to use the IF functions

Use logical functions: AND, OR This section covers items like: Using the AND and OR functions Level 3 Excel competencies

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Use conditional summary functions This section covers items like: Using functions that perform calculations only with cells that meet certain criteria

Auditing workbooks Check for errors in workbooks This section covers items like: Recognising error indicators Using the Error Checking tool

Adjust error checking options This section covers items like: Choosing when Excel should indicate possible errors Changing how errors are indicated

Display and print formulas This section covers items like: Displaying formulas rather than calculated results in your worksheets Making formulas rather than results show up when printing

Trace formula precedents and dependents This section covers items like: Tracing which cells in a worksheet make up a particular formula Tracing whether a formula is linked to any others Evaluate a formula This section covers items like: Performing a formula's calculations step by step

Validate data This section covers items like: Making cells accept only certain types of information Making cells display a message so users know what kind of information to enter Making cells display a warning if unsuitable information is entered Level 3 Excel competencies

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Locate invalid data This section covers items like: Highlighting data in a worksheet that does not meet certain criteria

Use pick lists This section covers items like: Adding a pick list to a cell so it can only contain certain values

Using XML Get started with XML This section covers items like: What XML is How to import XML data into Excel How to refresh an XML table to include new data

Go further with XML This section covers items like: Using the XML Sources task pane Adding an XML schema to a workbook Mapping XML elements to a workbook

Export data as XML This section covers items like: Exporting data as XML

Protecting and sharing workbooks Protect a workbook with a password This section covers items like: Protecting individual worksheets in a workbook so only certain people can make certain types of changes Protecting cell ranges on worksheets Protecting a workbook structure so worksheets cannot be added, deleted or moved

Level 3 Excel competencies

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Protect parts of a workbook This section covers items like: Specifying how long changes are tracked for Reviewing some changes and not others Viewing and filter the change log

Work with Track Changes This section covers items like: Specifying how long changes are tracked for Reviewing some changes and not others Viewing and filter the change log

Using macros and form controls Create a macro This section covers items like: What macros are Knowing how to set up a macro

Create a shortcut to a macro This section covers items like: Adding a macro to the Ribbon Adding a macro to the Quick Access Toolbar

Manage macro settings This section covers items like: Identifying a macro-enabled workbook Managing Excel options for opening workbooks with macros

Insert form controls: buttons This section covers items like: What form controls are and how to insert them How to link a button to a macro

Level 3 Excel competencies

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Insert form controls: list boxes This section covers items like: How to add a list box to a worksheet How to use the list box index number in further calculations

Insert form controls: spin buttons This section covers items like: How to add a spin button to a worksheet How to use a spin button to adjust the value of a cell within certain rules

Level 3 Excel competencies

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