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MOS 2019 Study Guide For Microsoft Excel

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0% found this document useful (0 votes)
1K views63 pages

MOS 2019 Study Guide For Microsoft Excel

Uploaded by

Ahmad Taufik
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 63

Contents

1. Cover Page
2. Title Page
3. Copyright Page
4. Contents
5. Introduction

1. Who this book is for


2. How this book is organized
3. Download the practice files
4. Adapt procedure steps
5. Ebook edition
6. Errata, updates, & book support
7. Stay in touch

6. About the author


7. Objective group 1. Manage worksheets and
workbooks

1. Objective 1.1: Import data into workbooks


2. Objective 1.2: Navigate within workbooks
3. Objective 1.3: Format worksheets and
workbooks
4. Objective 1.4: Customize options and views
5. Objective 1.5: Configure content for
collaboration

8. Objective group 2. Manage data cells and ranges

1. Objective 2.1: Manipulate data in worksheets


2. Objective 2.2: Format cells and ranges 3.
Objective 2.3: Define and reference named
ranges
4. Objective 2.4: Summarize data visually 9.

Objective group 3. Manage tables and table data

1. Objective 3.1: Create and format tables


2. Objective 3.2: Modify tables
3. Objective 3.3: Filter and sort table data
10. Objective group 4. Perform operations by using
formulas and functions

1. Objective 4.1: Insert references in formulas


2. Objective 4.2: Calculate and transform data
by using functions
3. Objective 4.3: Format and modify text by
using functions

11. Objective group 5. Manage charts

1. Objective 5.1: Create charts


2. Objective 5.2: Modify charts
3. Objective 5.3: Format charts
12. Index

1. i
2. ii
3. iii
4. iv
5. v
6. vi
7. vii
8. viii
9. ix
10. x
11. xi
12. xii
13. 1
14. 2
15. 3
16. 4
17. 5
18. 6
19. 7
20. 8
21. 9
22. 10
23. 11
24. 12
25. 13
26. 14
27. 15
28. 16
29. 17
30. 18
31. 19
32. 20
33. 21
34. 22
35. 23
36. 24
37. 25
38. 26
39. 27
40. 28
41. 29
42. 30
43. 31
44. 32
45. 33
46. 34
47. 35
48. 36
49. 37
50. 38
51. 39
52. 40
53. 41
54. 42
55. 43
56. 44
57. 45
58. 46
59. 47
60. 48
61. 49
62. 50
63. 51
64. 52
65. 53
66. 54
67. 55
68. 56
69. 57
70. 58
71. 59
72. 60
73. 61
74. 62
75. 63
76. 64
77. 65
78. 66
79. 67
80. 68
81. 69
82. 70
83. 71
84. 72
85. 73
86. 74
87. 75
88. 76
89. 77
90. 78
91. 79
92. 80
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95. 83
96. 84
97. 85
98. 86
99. 87
100. 88
101. 89
102. 90
103. 91
104. 92
105. 93
106. 94
107. 95
108. 96
109. 97
110. 98
111. 99
112. 100
113. 101
114. 102
115. 103
116. 104
117. 105
118. 106
119. 107
120. 108
121. 109
122. 110
123. 111
124. 112
125. 113
126. 114
127. 115
128. 116
129. 117
130. 118
131. 119
132. 120
133. 121
134. 122
135. 123
136. 124
137. 125
138. 126
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161. 149
162. 150
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165. 153
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170. 158
171. 159
172. 160
173. 161
174. 162
175. 163
176. 164

MOS Study Guide for


Microsoft Excel Exam
MO-200

Joan Lambert
MOS Study Guide for Microsoft Excel Exam MO
200
Published with the authorization of Microsoft Corporation by:
Pearson Education, Inc.

Copyright © 2020 by Pearson Education, Inc.

All rights reserved. This publication is protected by copyright, and permission must
be obtained from the publisher prior to any prohibited reproduction, storage in a
retrieval system, or transmission in any form or by any means, electronic,
mechanical, photocopying, recording, or likewise. For information regarding
permissions, request forms, and the appropriate contacts within the Pearson
Education Global Rights & Permissions Department, please visit
www.pearson.com/permissions

No patent liability is assumed with respect to the use of the information contained
herein. Although every precaution has been taken in the preparation of this book,
the publisher and author assume no responsibility for errors or omissions. Nor is
any liability assumed for damages resulting from the use of the information
contained herein.

ISBN-13: 978-0-13-662715-9
ISBN-10: 0-13-662715-3

Library of Congress Control Number: 2020931638

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Trademarks
Microsoft and the trademarks listed at https://www.microsoft.com on the
“Trademarks” webpage are trademarks of the Microsoft group of companies. All
other marks are property of their respective owners.

Warning and Disclaimer


Every effort has been made to make this book as complete and as accurate as possible,
but no warranty or fitness is implied. The information provided is on an “as is” basis.
The author, the publisher, and Microsoft Corporation shall have neither
liability nor responsibility to any person or entity with respect to any loss or damages
arising from the information contained in this book or from the use of the programs
accompanying it.

Special Sales
For information about buying this title in bulk quantities, or for special sales
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For questions about sales outside the U.S., please contact intlcs@pearson.com.

Editor-in-Chief
Brett Bartow

Executive Editor
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Managing Editor
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Senior Project Editor


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Contents
Introduction

1 Manage worksheets and workbooks

Objective 1.1: Import data into workbooks


Import data from delimited text files

Objective 1.2: Navigate within workbooks


Search for data within a workbook
Navigate to named cells, ranges, or
workbook elements
Insert and remove hyperlinks

Objective 1.3: Format worksheets and workbooks


Modify page setup
Adjust row height and column width
Customize headers and footers

Objective 1.4: Customize options and views


Customize the Quick Access Toolbar
Modify the display of content
Display multiple parts of a worksheet
Display formulas
Modify basic workbook properties

Objective 1.5: Configure content for collaboration


Inspect workbooks for issues
Print workbook content
Save workbooks in alternative file formats

2 Manage data cells and ranges

Objective 2.1: Manipulate data in worksheets


Create data
Reuse data
Modify worksheet structure

Objective 2.2: Format cells and ranges


Merge and unmerge cells
Modify cell alignment, orientation, and
indentation
Wrap text within cells
Apply cell formats and styles
Apply number formats
Reapply existing formatting

Objective 2.3: Define and reference named ranges


Objective 2.4: Summarize data visually
Format cells based on their content
Insert sparklines

3 Manage tables and table data

Objective 3.1: Create and format tables


Create an Excel table from a cell range
Apply styles to tables
Convert a table to a cell range

Objective 3.2: Modify tables


Add or remove table rows and columns
Configure table style options

Objective 3.3: Filter and sort table data


Filter tables
Sort tables

4 Perform operations by using formulas and


functions

Objective 4.1: Insert references in formulas


Insert relative, absolute, and mixed
references
Reference named cell ranges and tables in
formulas
Objective 4.2: Calculate and transform data by
using functions
Perform calculations by using the SUM(),
AVERAGE(), MAX(), and MIN() functions
Count cells by using the COUNT(),
COUNTA(), and COUNTBLANK() functions
Perform conditional operations by using the
IF() function

Objective 4.3: Format and modify text by using


functions
Select text by using the LEFT(), MID(), and
RIGHT() functions
Format text by using the UPPER(),
LOWER(), and PROPER() functions
Count characters by using the LEN() and
LENB() functions
Combine text by using the CONCAT() and
TEXTJOIN() functions

5 Manage charts

Objective 5.1: Create charts

Objective 5.2: Modify charts


Modify chart content
Modify chart elements

Objective 5.3: Format charts


Apply layouts and styles
Provide alternative text for accessibility

Index

Introduction
The Microsoft Office Specialist (MOS) certification
program has been designed to validate your knowledge of
and ability to use programs in the Microsoft Office suite
of programs. This book has been designed to guide you in
studying the types of tasks you are likely to be required to
demonstrate in Exam MO-200: Microsoft Excel 2019.

See Also
For information about the tasks you are likely to be
required to demonstrate in Exam MO-201: Microsoft
Excel 2019 Expert, see MOS 2019 Study Guide for
Microsoft Excel Expert by Paul McFedries (Microsoft
Press, 2020).

WHO THIS BOOK IS FOR


MOS 2019 Study Guide for Microsoft Excel is designed
for experienced computer users seeking Microsoft Office
Specialist certification in Excel 2019 or the equivalent
version of Excel for Office 365.

MOS exams for individual programs are practical rather


than theoretical. You must demonstrate that you can
complete certain tasks or projects rather than simply
answer questions about program features. The successful
MOS certification candidate will have at least six months
of experience using all aspects of the application on a
regular basis—for example, using Excel at work or school
to create and manage workbooks and worksheets, modify
and format cell content, summarize and organize data,
present data in tables and charts, perform data
operations by using functions and formulas, and insert
and format objects on worksheets.

As a certification candidate, you probably have a lot of


experience with the program for which you want to
become certified. Many of the procedures described in
this book will be familiar to you; others might not be.
Read through each study section and ensure that you
are familiar with the procedures, concepts, and tools
discussed. In some cases, images depict the tools you
will use to perform procedures related to the skill set.
Study the images and ensure that you are familiar with
the options available for each tool.
HOW THIS BOOK IS ORGANIZED
The exam coverage is divided into chapters representing
broad skill sets that correlate to the functional groups
covered by the exam. Each chapter is divided into
sections addressing groups of related skills that correlate
to the exam objectives. Each section includes review
information, generic procedures, and practice tasks you
can complete on your own while studying. We provide
practice files you can use to work through the practice
tasks, and results files you can use to check your work.
You can practice the generic procedures in this book by
using the practice files supplied or by using your own
files.

Throughout this book, you will find Exam Strategy tips


that present information about the scope of study that is
necessary to ensure that you achieve mastery of a skill set
and are successful in your certification effort.

DOWNLOAD THE PRACTICE


FILES
Before you can complete the practice tasks in this book,
you need to copy the book’s practice files and results
files to your computer. Download the compressed
(zipped) folder from the following page, and extract the
files from it to a folder (such as your Documents folder)
on your computer:

MicrosoftPressStore.com/MOSExcel200/download
s

Important
The Excel 2019 program is not available from this
website. You should purchase and install that program
before using this book.

You will save the completed versions of practice files


that you modify while working through the practice
tasks in this book. If you later want to repeat the
practice tasks, you can download the original practice
files again.

The following table lists the practice files provided for


this book.
Folder and objective group Practice Folder and objective group Practice
files files
Result files Result files

MOSExcel2019\Objective1
Manage worksheets and
workbooks
Excel_1-
1.xlsx Excel_1-1_Resul
subfolder:

Excel_1-
1_results.xlsx

MyBlank_res

MyCalc_resul
Excel_1-
2.xlsx Excel_1-2_result Excel_1-
Excel_1- 3_result Excel_1-4_result
3.xlsx
Excel_1-5_Resul
Excel_1- subfolder:
4.xlsx
Excel_1-
Excel_1-
5a_results.xls MOS-
5.xlsx
Compat MOS-Templat

Folder and objective group Practice Result files


files

MOSExcel2019\Objective2MOSExcel2019\Objective3
Manage data cells and Manage tables and table
ranges data
Excel_2- Excel_3- Excel_2-1_result Excel_2-
1.xlsx 1.xlsx 2_result Excel_2-3_result
Excel_2- Excel_3-
2.xlsx 2.xlsx
Excel_2- Excel_3-
3.xlsx 3.xlsx
Excel_3-1_result Excel_3-
2_result Excel_3-3_result

Folder and objective group Practice Result files


files

MOSExcel2019\Objective4 Excel_4- Excel_5-


Perform operations by 1a.xlsx 1.xlsx
using formulas and Excel_4- Excel_5-
functions 1b.xlsx 2.xlsx
Excel_4- Excel_5-
1c.xlsx 3a.xlsx
Excel_4- Excel_5-
2.xlsx 3b.jpg
Excel_4- Excel_5-
3.xlsx 3c.txt

MOSExcel2019\Objective5
Manage charts Excel_4-1a_resu Excel_4-
1b_resu Excel_4-1c_resu
Excel_4-2_result Excel_4-
3_result
Excel_5-1_result Excel_5- 2_result Excel_5-3_result

ADAPT PROCEDURE STEPS


This book contains many images of user interface
elements that you’ll work with while performing tasks in
Excel on a Windows computer. Depending on your screen
resolution or app window width, the Excel ribbon on your
screen might look different from that shown in this book.
(If you turn on Touch mode, the ribbon displays
significantly fewer commands than in Mouse mode.) As a
result, procedural instructions that involve the ribbon
might require a little adaptation.

Simple procedural instructions use this format:

On the Insert tab, in the Illustrations group, click the


Chart button.

If the command is in a list, our instructions use this


format:

On the Home tab, in the Editing group, click the Find


arrow and then, in the Find list, click Go To.

If differences between your display settings and ours


cause a button to appear differently on your screen than
it does in this book, you can easily adapt the steps to
locate the command. First click the specified tab, and
then locate the specified group. If a group has been
collapsed into a group list or under a group button, click
the list or button to display the group’s commands. If
you can’t immediately identify the button you want,
point to likely candidates to display their names in
ScreenTips.

The instructions in this book assume that you’re


interacting with on-screen elements on your computer by
clicking (with a mouse, touchpad, or other hardware
device). If you’re using a different method—for example,
if your computer has a touchscreen interface and you’re
tapping the screen (with your finger or a stylus)—
substitute the applicable tapping action when you
interact with a user interface element.

Instructions in this book refer to user interface elements


that you click or tap on the screen as buttons, and to
physical buttons that you press on a keyboard as keys, to
conform to the standard terminology used in
documentation for these products.

EBOOK EDITION
If you’re reading the ebook edition of this book, you can
do the following:

Search the full text


Print

Copy and paste

You can purchase and download the ebook edition from


the Microsoft Press Store at:

MicrosoftPressStore.com/MOSExcel200/detail
ERRATA, UPDATES, & BOOK
SUPPORT
We’ve made every effort to ensure the accuracy of this
book and its companion content. If you discover an
error, please submit it to us through the link at:

MicrosoftPressStore.com/MOSExcel200/errata

For additional book support and information, please


visit:

www.MicrosoftPressStore.com/Support

Please note that product support for Microsoft software


and hardware is not offered through the previous
addresses. For help with Microsoft software or
hardware, go to:

https://support.microsoft.com
STAY IN TOUCH
Let’s keep the conversation going! We’re on Twitter at:

https://twitter.com/MicrosoftPress

About the author


JOAN LAMBERT has worked closely with Microsoft
technologies since 1986, and in the training and
certification industry since 1997, guiding the translation
of technical information and requirements into useful,
relevant, and measurable resources for people who are
seeking certification of their computer skills or who
simply want to get things done efficiently.

Joan is the author or coauthor of more than four dozen


books about Windows and Office (for Windows, Mac,
and iPad), six generations of Microsoft Office Specialist
certification study guides, video-based training courses
for SharePoint and OneNote, QuickStudy guides for
Windows 10 and Office 2016, and GO! series books for
Outlook.

Joan is a Microsoft Certified Professional, Microsoft


Office Specialist Master (for all versions of Office since
Office 2003), Microsoft Certified Technology Specialist
(for Windows and Windows Server), Microsoft Certified
Technology Associate (for Windows), Microsoft
Dynamics Specialist, and Microsoft Certified Trainer. She
is also certified in Adobe InDesign and Intuit
QuickBooks.

A native of the Pacific Northwest and enthusiastic world


traveler, Joan is now blissfully based in America’s Finest
City with her simply divine daughter Trinity, Thai host
daughter Thopad, and their faithful canine, feline, and
aquatic companions.

Objective group 1

Manage worksheets and


workbooks
The skills tested in this section of the Microsoft Office Specialist exam for Microsoft
Excel 2019 relate to the basic management of workbooks and worksheets.
Specifically, the following objectives are associated with this set of skills:

1.1 Import data into workbooks

1.2 Navigate within workbooks

1.3 Format worksheets and workbooks

1.4 Customize options and views

1.5 Configure content for collaboration

A single workbook can contain a vast amount of raw and calculated data stored on
one or more worksheets. The data on a worksheet can be independent or related to
data in other areas of the workbook or in other workbooks.

You can structure and format workbook content so that key information can be easily
identified and so that data is presented correctly on the screen and when printed. You
can locate information within a workbook by searching text, values, formula elements,
or named objects.

This chapter guides you in studying ways of importing data into workbooks; finding
specific text, formatting, or named worksheet content; linking to content within and
outside of a workbook; setting up worksheet pages, headers, and footers; modifying
the Quick Access Toolbar; changing the display of workbook and worksheet content;
and preparing workbook content to share with other people.

OBJECTIVE 1.1: IMPORT DATA


INTO WORKBOOKS
Import data from delimited text files
There are several ways to enter information into a
workbook:

You can populate worksheets by entering text directly into


them.

If the content you want to use exists in a tabular format,


such as a Microsoft Word table, you can copy it from the
source and paste it into a worksheet.

If the content you want to use exists in a delimited data


format, you can import the file contents into Excel.

Entering text directly into a worksheet and pasting


tabular text into a worksheet are prerequisite skills for
the MO-200 exam. This topic reviews procedures for
importing delimited data from files.

See Also
For more information about exam prerequisites, see
this book’s Introduction.

A delimited data file contains lines of data separated into


a consistent field structure by using a character (the
delimiter) to separate the field values. The delimiter can
be any character, but the most common are the comma,
tab, and colon. Delimited data can be saved in a plain text
(.txt) file or a comma-separated values (.csv) file.
Delimited data files are supported by most database and
spreadsheet applications and are commonly used when
exporting data from a large database for import into
another database application or an application such as
Excel.

When you import delimited data from a file, Excel


evaluates the file and displays a preview of the data as it
will be imported. If the data exceeds certain size limits,
the preview displays only a portion of the data and a
message that it has been truncated due to size limits;
however, this does not affect the amount of data that will
be imported.
The import analysis for a CSV file containing global
population data
Exam Strategy
The Text Import Wizard from earlier versions of Excel
has been replaced by the Get Data tool, which offers
more-advanced options but is also more difficult to use.
If you aren’t familiar with this tool, be sure to practice
using it.

Options for modifying the data import settings are in


the lower-right corner of the preview window.

Select a data import location or modify data before


importing it

The default import settings create a new worksheet in


the open workbook. If you want to load the imported
data to a specific worksheet, you can specify the
worksheet and cell in which you want the upper-left
corner of the imported data to start.
To import data into a specific location, you must
specify it here

You can modify the data or import settings by using the


data transform options in the Power Query Editor.
The Power Query Editor includes many capabilities
beyond those tested in the exam

There are many ways to modify the data that will be


imported from the source file. The most common
modifications, and those that are likely to be tested in
the MO-200 exam, are on the Home tab of the Power
Query Editor ribbon. These include removing columns,
removing blank rows, sorting data, and specifying
whether the first row of data represents the column
headers. (Alternatively, you can import the data as-is
and make these changes in Excel.)

Changes you make in the Power Query Editor affect only


the imported data, not the source file content.

To import the contents of a text (.txt) or comma


separated values (.csv) file

1. On the Data tab, in the Get & Transform Data group,


do either of the following:

1. Click From Text/CSV.

2. Click Get Data, click From File, and then click


From Text/CSV.

2. In the Import Data dialog box, browse to and select the


delimited data file you want to import, and then click
Import.
3. In the data import preview window, review the layout of
the data as Excel plans to import it.
4. If the preview displays the data as you want to import it
into the workbook, do either of the following:

1. To import the data into a new worksheet, click Load.

2. To import the data into an existing worksheet, click


the Load arrow, and then click Load To…. In the
Import Data dialog box that opens, select Existing
worksheet, enter or select the cell in which you want
the imported data to start, and then click OK.

5. If you want to modify the data before you import it, click
Transform Data to open the Power Query Editor. Then
follow any of the procedures described next.

To exclude columns from data during the


import process
➜ In the Power Query Editor, do either of the following:

Select the column or columns you want to remove,


and then on the Home tab, in the Manage
Columns group, click Remove Columns.

Select the column or columns you want to keep. On


the Home tab, in the Manage Columns group,
click the Remove Columns arrow, and then click
Remove Other Columns.

To remove empty data rows

➜ In the Power Query Editor, do either of the following:

Click the arrow to the right of any column header,


and then on the Home tab, in the Manage
Columns group, click Remove Empty.
On the Home tab, in the Manage Columns group,
click Reduce Rows, click Remove Rows, and then
click Remove Blank Rows.

To sort data before importing it

➜ In the Power Query Editor, click the arrow to the right of


the column header by which you want to sort, and then
click Sort Ascending or Sort Descending:

To identify the column headers of a data set

1. In the Power Query Editor, display the top rows of the


data set.
2. If the column headers above row 1 don’t contain the
column headings of the data set, identify the row (if any)
that does.
3. If the data set does not contain column headings and the
current headers are part of the data set, do the following:
1. On the Home tab, in the Transform group, click
the Use First Row as Headers arrow, and then
click Use Headers as First Row.
2. Follow the next procedure, “To rename column
headers before importing data.”

4. If the column headings are in row 1, on the Home tab, in


the Transform group, click Use First Row as
Headers.
5. If the column headings are in a row below row 1, do the
following:
1. On the Home tab, in the Manage Columns group,
click Reduce Rows, click Remove Rows, and
then click Remove Top Rows.
2. In the Remove Top Rows dialog box, enter the
number of data rows that are between the current
column headers and the row you want to use as the
column headers. Then click OK.
The command removes rows from the top of
the data, not from the current location
3. With the data you want to use as the column headers
now in row 1, on the Home tab, in the Transform
group, click Use First Row as Headers.

To rename column headers before importing


data

1. In the Power Query Editor, right-click the column header


you want to change, and then click Rename.
2. With the column name selected for editing, enter the
name you want, and then press Enter.

To load data from the Power Query Editor to


Excel
➜ On the Home tab, in the Close group, do either of the
following:

To import the data into a new worksheet, click Close


& Load.

To import the data into an existing worksheet, click


the Close & Load arrow, and then click Close &
Load To…. In the Import Data dialog box that
opens, select Existing worksheet, enter or select
the cell in which you want the imported data to start,
and then click OK.
Objective 1.1 practice tasks
Before you can complete these tasks, you need to copy the
book’s practice files to your computer. The practice files
for these tasks are in the MOSExcel2019\Objective1
practice file folder. The folder also contains a result file
that you can use to check your work.

➤ Open the Excel_1-1 workbook and do the following:

❑ Prepare to import the data from the Excel_1-


1_ContactList.txt tab-delimited text file into
the workbook.

❑ During the import process, transform the data as


follows:

❑ Use the first row of data, which starts with


“FirstName,” as the column headers.

❑ Load the data into cell A4 of the Client Contacts


worksheet.

➤ With the Excel_1-1 workbook open, do the


following:
❑ Prepare to import the data from the Excel_1-
1_GlobalPopulation.csv file into the
workbook.

❑ During the import process, transform the data as


follows:
❑ Remove all blank rows from the data set.

❑ Use the row that starts with “Country Name” as


the column header row.

❑ Remove the “Indicator Name” and “Indicator


Code” columns from the data set.

❑ Load the data into a new worksheet.

➤ Save the Excel_1-1 workbook and open the


Excel_1-1_results workbook. Compare the two
workbooks to check your work. Then close the open
workbooks.

OBJECTIVE 1.2: NAVIGATE


WITHIN WORKBOOKS

Search for data within a workbook


You can easily locate specific values, formula content,
comment text, and formatting anywhere within a
workbook. Using the Find operation, you can search the
entire workbook or a specific worksheet for text and
formatting in formulas, calculated values, or comments.
You can search a single worksheet or an entire
workbook

To display the Find tab of the Find And Replace


dialog box

➜ On the Home tab, in the Editing group, click Find &


Select to display the list, and then click Find.

➜ Press Ctrl+F.

To search for text

1. Display the Find tab of the Find and Replace dialog


box.
2. In the Find what box, enter the text you want to locate.
3. If the Options section is not expanded, click Options to
display the search parameters, and then specify any of
the
following parameters:

1. In the Within list, click Sheet or Workbook. 2.

In the Search list, click By Rows or By Columns.


3. In the Look in list, click Formulas, Values, or
Comments.

4. Select the Match case or Match entire cell


contents check boxes to further restrict your search.

4. Click Find Next.

To search for formatting

1. On the Find tab of the Find and Replace dialog box,


click the Format button.
2. In the Find Format dialog box, specify the number,
alignment, font, border, fill, or protection formatting you
want to find. Then click OK.
3. In the Find and Replace dialog box, click Find Next.

To search for matching formatting

1. On the Find tab of the Find and Replace dialog box,


click the Format arrow, and then click Choose Format
From Cell.
2. When the pointer changes to an eyedropper, select the
cell on which you want to base your search.
3. In the Find and Replace dialog box, click Find Next.

Navigate to named cells, ranges, or


workbook elements
If you’re looking for a specific element or type of
element, you can locate it by using the Go To and Go To
Special commands. From the Go To dialog box, you can
locate any named element (such as a cell, cell range,
named range, table, or chart). From the Go To Special
dialog box, you can locate comments, formulas or
specific formula elements, blank cells, objects, row or
column differences, precedents and dependents,
conditional formatting, data validation, and more.
Move directly to specific
workbook elements

To open the Go To dialog box

➜ On the Home tab, in the Editing group, display the


Find & Select list, and then click Go To.

To open the Go To Special dialog box

➜ On the Home tab, in the Editing group, display the


Find & Select list, and then click Go To Special.

➜ Open the Go To dialog box, and then click the Special


button.
To move to a named cell, range, or workbook
element

➜ On the formula bar, click the Name box arrow, and then
select the named element.

➜ Open the Go To dialog box. Click a named element in the


Go to list, and then click OK.

To move to a location that has a specific


property

1. Open the Go To Special dialog box.


2. In the Select area, click the property for which you want
to search. Then click OK.
Insert and remove hyperlinks
Excel worksheets can include hyperlinks that provide a
quick way to connect to related information or to create a
pre-addressed email message. You can create a hyperlink
from any cell to another location in the worksheet, in the
workbook, in an external document, or on the web—any
of the hyperlink locations supported by the Office 2019
programs.

Link directly to another cell in the workbook

By default, hyperlinks are formatted as underlined,


colored text. (The active and followed hyperlink colors
are specified by the theme.) Clicking the hyperlink text
in the cell that contains the hyperlink displays the
hyperlink target.

Tip
To select a cell that contains a hyperlink, click part of
the cell away from the hyperlink, click and hold down
the mouse button until the pointer changes to a plus
sign and then click the cell, or click an adjacent cell and
use the arrow keys to move to the cell that contains the
hyperlink.

To open the Insert Hyperlink dialog box

➜ Select the cell from which you want to hyperlink and then
do either of the following:

On the Insert tab, in the Links group, click the Link


button (not the arrow).

Press Ctrl+K.

To create a hyperlink to a webpage

➜ Enter a URL in the cell, and then press Enter.

Or

1. Select the cell or object you want to link from.


2. Open the Insert Hyperlink dialog box.

3. In the Link to list, click Existing File or Web Page.


Then do either of the following:

1. In the Address box, enter the URL of the webpage


you want to link to.

2. Click the Browse the Web button (the button


labeled with a globe and magnifying glass). In the web
browser window that opens (not a previously opened
window), display the webpage you want to link to.
Move the window aside, if necessary, and click the
Insert Hyperlink dialog box to copy the webpage
address from the browser address bar to the Address
box of the dialog box. Then minimize or close the
browser window.

4. In the Insert Hyperlink dialog box, click OK.

Tip
While inserting a hyperlink from a cell that contains text
(not numeric data), the Text To Display box is active
and displays the cell content. (Otherwise, it displays
<<Selection in Document>>.) You can change the text
in the cell by entering alternative text in the Text To
Display box.

To link to an existing file or folder

1. Select the cell or object you want to link from.


2. Open the Insert Hyperlink dialog box.

3. In the Link to list, click Existing File or Web Page.


4. In the Look in area, browse to the file you want to link
to, and double-click it to enter the file path and name in
the Address box.
5. Click OK.
To create and link to an Excel workbook

1. Select the cell or object you want to link from, and then
open the Insert Hyperlink dialog box.
2. In the Link to list, click Create New Document. Then
review the location shown in the Full path section.
Simultaneously create a file and a link to it
3. If you want to create the new workbook in the folder
shown in the Full path section, enter a name for the
workbook in the Name of new document box. It is not
necessary to append a file type extension.

1. Or, if you want to create the new workbook in a


different folder, do the following:
1. Click the Change button.

2. In the Create New Document dialog box, browse


to the folder in which you want to save the file.

3. In the File Name box, enter a name for the


workbook, and append .xlsx to the workbook
name to indicate the specific type of file you want
to create. Then click OK.

4. In the When to edit area, do either of the following:

1. To create a blank workbook in the folder but not open


it, select Edit the new document later.

2. To create a workbook and open it for editing, select


Edit the new document now.

5. In the Insert Hyperlink dialog box, click OK.


6. If you chose the option to edit the workbook immediately,
it opens now. Modify the file content as appropriate for
the purposes of the hyperlink, and then save and close the
file.

To create and link to a file of another type

1. Select the cell or object you want to link from, and then
open the Insert Hyperlink dialog box.
2. In the Link to list, click Create New Document.
3. In the Full path section, click the Change button.
4. In the Create New Document dialog box, browse to the
folder in which you want to create the file.
5. In the Save as type list, click the category of file you
want to create.
You can create and link to a wide variety of files
6. In the File Name box, enter a name and file extension
for the new file.
7. In the Create New Document dialog box, click OK.
8. In the When to edit area of the Insert Hyperlink
dialog box, click Edit the new document later or Edit
the new document now.
9. In the Insert Hyperlink dialog box, click OK.
10. If you chose the option to edit the file immediately, it
opens now. Modify the file content as appropriate for the
purposes of the hyperlink, and then save and close the
file.

To link to a cell, worksheet, or named object in


the workbook
1. Select the cell or object you want to link from, and then
open the Insert Hyperlink dialog box.
2. In the Link to list, click Place in This Document.

The Defined Names list includes objects such as


tables and named data ranges
3. Do one of the following:

1. In the Type the cell reference box, enter a cell on


the current worksheet or the path to a cell on another
worksheet in the format ‘WorksheetName’!A1.

2. In the Or select a place in this document box,


expand the Cell Reference list and click the
worksheet you want to link to.

3. In the Or select a place in this document box,


expand the Defined Names list and click the named
object you want to link to.
4. In the Insert Hyperlink dialog box, click OK.
To create a hyperlink that creates a pre
addressed email message

1. Select the cell or object you want to link from, and then
open the Insert Hyperlink dialog box.
2. In the Insert Hyperlink dialog box, in the Link to list,
click E-mail Address.
3. Do either of the following:

1. In the E-mail address box, enter the email address


of the message recipient.

2. In the Recently used e-mail addresses list, click


an email address that you want to reuse.

4. In the Subject box, enter the message subject.


5. In the Insert Hyperlink dialog box, click OK.

To display alternative text when a user points to


a hyperlink

1. In the Insert Hyperlink dialog box for the link, click the
ScreenTip button.
2. In the Set Hyperlink ScreenTip box, enter the text you
want the ScreenTip to display.

If you don’t customize the ScreenTip, it displays the


hyperlink destination and usage instructions
3. In the Set Hyperlink ScreenTip dialog box, click OK.
To edit a hyperlink

1. Right-click the hyperlink, and then click Edit


Hyperlink.
2. In the Edit Hyperlink dialog box, modify any aspect of
the hyperlink. Then click OK.

To remove a hyperlink

Right-click the hyperlink, and then click Remove


Hyperlink.

Objective 1.2 practice tasks


The practice file for these tasks is in the
MOSExcel2019\Objective1 practice file folder. The
folder also contains a result file that you can use to check
your work.

➤ Open the Excel_1-2 workbook and do the following:


❑ Search the workbook for all instances of the word
garden. Confirm that the search returns results
from both worksheets.

❑ Search the workbook for text formatted with a


White font color. Change the font color to Orange
to show that you found it.

➤ Display the Product List worksheet and do the


following:

❑ Move to the first cell that contains a comment.

❑ Move to the cell range named berry_bushes.

❑ Move to cell F13.


❑ Create a hyperlink from cell F13 to the
berry_bushes cell range.

❑ Move to the cell at the intersection of the last


active row and column in the worksheet.

➤ Display the Employees worksheet and do the


following:

❑ In cell C12, enter a hyperlink to the website


located at www.adventure-works.com.

❑ Edit the hyperlink so that the cell displays Please


visit our website instead of the URL.

➤ Save the Excel_1-2 workbook and open the


Excel_1-2_results workbook. Compare the
two
workbooks to check your work. Then close the open
workbooks.

OBJECTIVE 1.3: FORMAT


WORKSHEETS AND
WORKBOOKS

Modify page setup


You can control the basic footprint of printed worksheets
by defining the page size and orientation, changing the
page margins, and changing the space allocated to the
header and footer. By configuring these page setup
options, you define the space that is available for the
content on an individual page when it is printed or
displayed in Print Layout view.

Tip
If your content doesn’t fit within the allocated area, you
can adjust the way it fits on the page by scaling it. For
more information, see “Objective 1.5: Configure content
for collaboration.”

To set a standard page size


➜ On the Page Layout tab, in the Page Setup group, click
the Size button, and then click the paper size you want.

To set a custom page size

1. On the Page Layout tab, in the Page Setup group, click


the Size button, and then click More Paper Sizes.
2. On the Page tab of the Page Setup dialog box, click
Options.
3. On the Paper/Quality tab of the Printer Properties
dialog box, in the Paper Options area, click Custom.
4. In the Custom Paper Size dialog box, enter a name for
the custom size, enter the width and length of the paper,
specify the units of measurement, click Save, and then
click Close.
5. Click OK in each of the open dialog boxes.

Tip
The available print settings depend on the currently
selected printer.
To change the page margins

1. On the Page Layout tab, in the Page Setup group, click


the Margins button.
2. On the Margins menu, do either of the following:
1. Click the standard margin setting you want.

2. Click the Custom Margins command. Then on the


Margins tab of the Page Setup dialog box, specify
the Top, Bottom, Left, and Right margins, and click
OK.

To change the page orientation

➜ On the Page Layout tab, in the Page Setup group, click


the Orientation button, and then click Portrait or
Landscape.

Adjust row height and column width


An Excel 2019 worksheet can contain up to 1,048,576
rows and 16,384 columns of data. When you insert or
delete rows and columns, you change the data structure
on the worksheet rather than the worksheet itself.
Inserting a row or column within a data range or table
shifts existing content down or to the right; deleting a
row or column shifts content up or to the left. Excel tidily
updates any cell references within formulas to reflect the
row and column changes.
Configure rows and columns to fit their contents

By default, Excel 2019 worksheet rows have a standard


height of 15 points, or 0.21 inches, and their height
increases and decreases to accommodate the number of
lines in their longest entry, up to a maximum of 409
points. You can manually change the height of a row, but
it is best to leave the row height dynamic to
accommodate future changes, unless you have a good
reason to specify a height. For example, you might want
to specify a narrow row to create a visual break between
blocks of data. (You can restore dynamic height
adjustment if needed.)

Worksheet columns have a standard width of 8.43


characters (in the default font), or 0.72 inches, and their
width is not dynamic. You are more likely to want to
change column width than row height, usually to
accommodate long cell entries. You can have Excel adjust
a column to fit its longest entry, or you can adjust it
manually to up to 255 characters. In conjunction with
text wrapping, adjusting column widths is a key
technique for making as much data as possible visible on
the screen or page.

Tip
In Normal view, row heights are specified in points and
column widths are specified in characters. In Page
Layout view, row heights and column widths are
specified in inches (or your default unit of measure).

For the purposes of height and width adjustments,


selecting a single cell in a row or column is the same as
selecting the entire row or column. You can change the
height or width of multiple rows or columns at the same
time by selecting them and then performing the resizing
operation.

See Also
For information about inserting individual cells, see
“Objective 2.1: Manipulate data in worksheets.”

To change the height of one or more rows ➜


Drag the bottom border of the row selector up or down.

Tip
As you drag the border, a ScreenTip displays the
current row height in either points or inches and in
pixels.

Or

1. Select the row or rows you want to change.


2. Do either of the following:

1. Right-click the selection, and then click Row Height.

2. On the Home tab, in the Cells group, click Format


to display the list, and then click Row Height.

3. In the Row Height dialog box, specify the height you


want, and then click OK.
To change the width of a column

➜ Drag the right border of the column selector to the left or


right.

Tip
As you drag the border, a ScreenTip displays the
current column width in either characters or inches
and in pixels.

Or

1. Select the column or columns whose width you want to


change.
2. Do either of the following:

1. Right-click the selection, and then click Column


Width.
2. On the Home tab, in the Cells group, display the
Format list, and then click Column Width.

3. In the Column Width dialog box, specify the width you


want, and then click OK.

To size a column or row to fit its contents

➜ Double-click the right border of the column heading or


the bottom border of the row heading.
➜ Select the column. On the Home tab, in the Cells group,
display the Format list, and then click AutoFit
Column Width.

➜ Select the row. On the Home tab, in the Cells group,


display the Format list, and then click AutoFit Row
Height.

Tip
You can adjust the width of all the columns in a
worksheet at the same time. Click the worksheet selector
to select the entire worksheet, and then double click the
border between any two columns. Every populated
column resizes to fit its contents. Empty columns remain
unchanged.

Customize headers and footers


You can display information on every page of a printed
worksheet, and in Page Layout view, by inserting it in
the page headers and footers. You can have a different
header and footer on the first page or different headers
and footers on odd and even pages. When you create a
header or footer, Excel displays the workbook in a view
similar to Page Layout view, and the Design tool tab
appears on the ribbon.
An active header or footer is divided into three sections.
You can insert content directly into the worksheet
header sections or build the content in the Header dialog
box.

You can enter document information and properties


such as the current or total page number, current date
or time, file path, file name, or sheet name from the
Design tool tab, or you can enter and format text the
same way you would in the worksheet body. You can
also insert an image, such as a company logo.

To insert a standard header or footer

1. On the Page Layout tab, in the Page Setup group, click


the dialog box launcher.
2. In the Page Setup dialog box, click the Header/Footer
tab.
3. In the Header list or Footer list, click the content you
want to display in that area.
Select from standard document properties or create a
custom entry
4. In the Page Setup dialog box, click OK.

Tip
You can’t format header or footer text from within the
Page Setup dialog box, but you can insert the content
and then format it in Page Layout view.
To build a custom header or footer

1. On the Header/Footer tab of the Page Setup dialog


box, click the Custom Header or Custom Footer
button.
2. Click the left, center, or right box to edit the
corresponding section of the header or footer.
3. Do any of the following:

1. Insert text, then select the text and click the Format
Text button to change the font formatting.

2. Click the buttons to insert document properties such as


page number, number of pages, date, time, file path,
file name, and worksheet name.

3. Click the Insert Picture button to insert a local or


online image.

Building and formatting a custom header


4. When you finish, click OK in the Header or Footer
dialog box and in the Page Setup dialog box.

To activate the page header area of the


worksheet
➜ In Normal view, on the Insert tab, in the Text
group, click Header & Footer.

➜ In Page Layout view, at the top of the page, click Add


header.

In Page Layout view, you can enter header and footer


elements directly onto the worksheet

To activate the page footer area of the worksheet

➜ In Normal view, on the Insert tab, in the Text group,


click Header & Footer. Then on the Design tool tab,
click Go to Footer.

➜ In Page Layout view, at the bottom of the page, click


Add footer.

To configure header or footer options

1. In the Options group on the Design tool tab, or on the


Header/Footer tab of the Page Setup dialog box, do
either of the following:
1. To display different headers on the first and
subsequent pages, select the Different first page
check box.

2. To display different headers on odd and even pages,


select the Different odd and even pages check box.

2. Review the page headers and footers and ensure that the
correct information appears on the first, subsequent, odd,
and even pages.

To close the header or footer area

➜ Click anywhere in the worksheet body.

Tip
If you decide to insert a header or footer just before
printing, you can do so from the Header/Footer tab of
the Page Setup dialog box, which is accessible from the
Print page of the Backstage view.

To edit the header or footer

➜ Activate the header or footer, and then make your


changes.

Objective 1.3 practice tasks


The practice file for these tasks is in the
MOSExcel2019\Objective1 practice file folder. The
folder also contains a result file that you can use to check
your work.

➤ Open the Excel_1-3 workbook and do the

following: ➤ Display the Period1 worksheet and do the


following:

❑ Configure the worksheet to print at a Landscape


orientation. Display the print preview of the
worksheet to verify the settings.

❑ Create a header that will print on all pages of the


worksheet. In the left header section, enter the
Current Date property; in the center section, enter
the File Name property; and in the right section,
enter the Page Number property.

❑ Change the center section of the header to display


the name of the worksheet instead of the
workbook.

➤ Display the Period2 worksheet and do the

following: ❑ Resize columns D:O to fit their

content.

❑ Check the width of column D, and then set column


C to the same width.

➤ Save the Excel_1-3 workbook.


➤ Open the Excel_1-3_results workbook. Compare
the two workbooks to check your work. Then close
the open workbooks.

OBJECTIVE 1.4: CUSTOMIZE


OPTIONS AND VIEWS

Customize the Quick Access Toolbar


By default, buttons representing the Save, Undo, and
Redo commands (as well as the AutoSave command,
which is active when the file is in a shared location, and
the Touch/Mouse Mode command, when you’re working
on a touchscreen device) appear on the Quick Access
Toolbar in the Excel program window. If you regularly
use a few commands that are scattered on various tabs of
the ribbon and you don’t want to switch between tabs to
access the commands, you can add them to the Quick
Access Toolbar so that they’re always available to you.
You can add commands to the Quick Access Toolbar from
the Customize Quick Access Toolbar menu (which
includes eight additional common commands), from the
ribbon, or from the Excel Options dialog box. You can
add any type of command to the
Quick Access Toolbar, even a drop-down list of options
or a gallery of thumbnails.

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