Excel_Associate
Excel_Associate
1
Microsoft Excel Associate 2019/Office 365
Student Study Guide
Table of Contents
Introduction..................................................................................................................................................... 4
Study Guide Features ................................................................................................................................... 4
Strategies for Success .................................................................................................................................. 5
Software Requirements ............................................................................................................................... 6
Additional Information and Resources .................................................................................................. 6
Excel Associate 2019 Student Study Guide: Project 1 ...................................................................... 7
Excel Associate 2019 Student Study Guide: Project 2 .................................................................... 11
Excel Associate 2019 Student Study Guide: Project 3 .................................................................... 15
Learning Directory....................................................................................................................................... 20
Microsoft Excel Associate 2019/Office 365
Student Study Guide
Introduction
Welcome to the Microsoft Excel Associate Student Study Guide. This guide prepares you
for Microsoft Office Specialist: Excel Associate (Excel and Excel 2019) certification exam.
Preparing for certification is exciting! Employers around the world recognize Microsoft
certifications as premier technical certifications. Certifications give you a professional
edge by providing globally recognized industry endorsed evidence of skills mastery,
demonstrating your abilities and willingness to embrace new technologies. Gaining
these skills and certifying can unlock your potential and opportunities.
The Student Study Guide includes three 50-minute hands-on projects to help you assess
your readiness for the exam. These scenario-based projects consist of multiple real-
world tasks that map to exam objectives. Each project covers approximately 35 exam
objectives, allowing ample opportunity to gain certification skills through practice and
preparation.
Scenario
This Study Guide is based around a single business scenario that unifies all project tasks
and gives you a single focus for applying what you learn. As tasks are completed, you
will become more productive and efficient with Microsoft Excel while navigating
common workplace responsibilities.
The Scenario: Munson’s Pickles and Preserves started as a small farm market focused
on fresh produce. Due to the success of the business, coupled with the family’s passion
for greenery, Munson’s is now considering expanding the business to include a flower
and plant nursery. Envision yourself as a Munson’s Pickles and Preserves Farm employee
tasked with evaluating and researching the potential flower and plant nursery
expansion. Your collected research and data will guide the future development and
expansion of the farm.
Microsoft Excel Associate 2019/Office 365
Student Study Guide
Projects
The Student Study Guide is divided into three different projects. Projects include a set of
up to 40 tasks to be completed within approximately 50 minutes to simulate the
certification exam environment. Based on exam MO-200: Microsoft Excel (Excel and Excel
2019), each task addresses specific objectives to assess your knowledge of the
application in a real-world context.
Learning Directory
The Learning Directory provides a table which includes certification exam objectives,
online resources, step-by-step guidance for practice of skills, along with mapping to the
Study Guide projects and the MSIA Microsoft Excel Associate 2019 course. This directory
allows you the ability to focus on specific concepts to improve competency with
Microsoft Excel 2019.
Software Requirements
In preparation of using the Student Study Guide, ensure you have a computer with:
• Office 2019 or Office 365
Note: Refer to the Learning Directory for step-by-step guidance and additional resources,
if needed.
Project 1 Tasks
1.4.1 Customize the Quick Access toolbar
☐ Open Project1_datafile.xlsx. Add New, Email, and Fill Color to the Quick Access
Toolbar, then Move Email to the first option on the Quick Access Toolbar
4.2.1 Perform calculations by using the AVERAGE(), MAX(), MIN(), and SUM() functions
☐ In the Shipping Cost worksheet, calculate the total cost of shipping for each
shipping line in cells E9, F9, and G9
4.2.1 Perform calculations by using the AVERAGE(), MAX(), MIN(), and SUM() functions
2.2.5 Apply number formats
☐ In the Shipping Cost worksheet, calculate the lowest shipping cost in cell E11,
the average shipping cost in cell E12, the highest shipping cost in cell E13
2.2.6 Apply cell formats from the Format Cells dialog box
☐ In the Flowers worksheet, format row 1 as follows:
4.3.2 Format text by using the UPPER(), LOWER(), and LEN() functions
☐ In the Outsourcing worksheet, in column F, use a function to convert the
location code text to all upper case
Note: Refer to the Learning Directory for step-by-step guidance and additional resources,
if needed.
Project 2 Tasks
1.4.4 Change window views
☐ Open Project2_datafile.xlsx and Flowers.xlsx. View the Windows Side by Side
then turn off Synchronous Scrolling
4.3.1 Format text by using the RIGHT(), LEFT(), and MID() functions
2.1.2 Fill cells by using Auto Fill
☐ In the Outsourcing worksheet, use the Function Arguments dialog box to
enter a function in cell J2 that only returns the zone number from column A.
Use Auto fill to complete the list to J8
☐ In the Flowers worksheet, configure the table to show Banded Columns and
not Banded Rows
• Number: Text
• Alignment: Horizontal: Center and Vertical: Center
• Font: Algerian, Italic, 11, Blue, Accent 1, Darker 50%
☐ In the Flowers worksheet, set the Print area to A1:J29 with row 1 to repeat at
the top and Column A to repeat at the left, Print with Gridlines, Over, then
down
☐ Set the sheet to center on the page Horizontally and scale to 80% normal size
Note: Refer to the Learning Directory for step-by-step guidance and additional resources,
if needed.
Project 3 Tasks
1.4.1 Customize the Quick Access toolbar
☐ Open Project3_datafile.xlsx and Add the Spelling and Insert Function to the
Quick Access toolbar then move the Quick Access toolbar below the ribbon
2.2.6 Apply cell formats from the Format Cells dialog box
☐ In the Shipping Cost worksheet, resize column A width to 8 pt
Quick Tip: To calculate the final shipping cost, subtract the sale price from
the cost
4.2.2 Count cells by using the COUNT(), COUNTA(), and COUNTBLANK() functions
4.2.3 Perform conditional operations by using the IF() function
☐ In the Shipping Cost worksheet in cell C11, enter a function to count the
number of flower shipping costs less than 200
☐ In cell C12, enter a function to count the number of flower shipping costs
greater than 500
To unmerge cell:
Select the merged cell, and
then select Merge & Center
again
2.2.2 Modify Align text in From the Home tab > Project 1 Module 3,
cell a cell Alignment group, Project 2 Lesson 2
alignment, • Select one of the Project 3
orientation, alignment options such
and as, Top, Center, or
indentation Right
• Select the Cell
Orientation drop-
down, choose your
option or select
Format Cell
Alignment for
additional options
• Select Decrease Indent
or Increase Indent
2.2.3 Format Copy cell 1. Select the text of the Project 3 Module 3,
cells by formatting format you would like to Lesson 1
using copy
Format 2. From the Home tab >
Painter Clipboard group, select
the Format Painter. While
Format Painter is active
and ready to use, the
mouse pointer will have a
paint brush symbol
Note: If you select the Format
Painter once, it will turn off
automatically after you apply
it once. If you double-click the
Format Painter, it will stay
active until you select the
Format Painter command
again
2.2.4 Wrap Wrap text From the Home tab > Project 1 Module 3,
text within within cells Alignment group, select Project 3 Lesson 2
cells Wrap Text
2.2.5 Apply Build From the Home tab > Project 1 Module 3,
number custom Number group, select the Project 2 Lesson 1
formats numeric Number Format drop-down, Project 3
formats then choose a number format
2.2.6 Apply Format From the Home tab, launch Project 1 Module 3,
cell formats numbers in the Format Cells dialog box Project 3 Lesson 1
from the cells from either the Font, Module 3,
Format Cells Alignment, Number, or Cells Lesson 2
dialog box groups
2.2.7 Apply Apply styles From the Home tab > Styles Project 2 Module 3,
cell styles group, select the Styles Lesson 3
Gallery drop-down, then
choose a style
2.2.8 Clear Remove From the Home tab > Editing Project 2 Module 3,
cell conditional group, select the Clear drop- Lesson 3
formatting formatting down, then choose Clear
Formats
2.3.1 Define Define and 1. Select the range you want Project 2 Module 4,
a named use names to name Project 3 Lesson 3
range in formulas 2. Select the Name Box
3. Type or input a name and
Enter
2.3.2 Name Rename an 1. Select a cell within the Project 2 Module 4,
a table Excel table table Lesson 3
2. From the Table Design
tab > Properties group >
Table Name field, enter a
new name
2.4.1 Insert Add 1. Select an empty cell near Project 3 Module 7,
Sparklines sparkline the data you want to Lesson 6
charts represent
2. From the Insert tab >
Sparklines group, select
the type of sparkline you
want: Line, Column, or
Win/Loss
3. The Create Sparklines
dialog box prompts you
for the information to
create the sparkline
4. In the Data Range box,
enter the range of cells
with data for the
sparkline
5. The Location Range box
specifies the cell or cells
in which the sparklines
will be placed, and will
already be populated
with the cell you selected
2.4.2 Apply Conditional 1. Select the group of cells Project 2 Module 7,
built-in formatting 2. From the Home tab > Project 3 Lesson 1
conditional Styles group, select the
formatting Conditional Formatting
drop-down, then choose
the appropriate options
2.4.3 Remove 1. Select the group of cells Project 3 Module 7,
Remove conditional 2. From the Home tab > Lesson 1
conditional formatting Styles group, select the
formatting Conditional Formatting
drop-down, then Clear
Rules
3.1.1 Create Create and 1. Select the cells Project 3 Module 4,
Excel tables format 2. From the Insert tab > Lesson 1
from cell tables Tables group, select
ranges Table
3. The Create Table dialog
box displays. The Where
is the data for your
table? field displays the
range. If changes are
needed to the range,
select the range of cells in
the worksheet or modify
the range in the dialog
box field
4. Indicate if the table has
headers by selecting the
My table has headers
check box
5. Select OK
3.1.2 Apply Apply table 1. Select the table Project 2 Module 4,
table styles styles 2. From the Table Design Lesson 1
tab > Table Styles group,
select the Table Style or
select the Table Styles
gallery drop-down for
more options
3.1.3 Convert an 1. Select any cell in the table Project 2 Module 4,
Convert Excel table 2. From the Table Tools Project 3 Lesson 1
tables to cell to a range Design tab > Tools
ranges of data group, select Convert to
Range
3.2.1 Add or Resize a Add Table rows and Project 2 Module 4,
remove table by columns Lesson 2
table rows adding or From the Home tab > Cells
and columns removing group, select the Insert drop-
rows and down, then Insert Table Rows
columns above or Insert Table
Columns to the left or right
Delete Table rows and
columns
From the Home tab > Cells
group, select the Delete drop-
down, then Delete Table
Rows or Delete Table
Columns
3.2.2 Format an 1. Select any cell in the table Project 2 Module 4,
Configure Excel Table 2. From the Table Tools Lesson 2
table style Design tab > Table Style
options Options group, select or
clear any of the options
• Header Row allows you
to apply or remove
formatting from the
first row in the table
• Total Row allows you to
quickly add SUBTOTAL
functions such as SUM,
AVERAGE, COUNT,
MIN/MAX to your table
from a drop-down
selection. SUBTOTAL
functions allow you to
include or ignore
hidden rows in
calculations
• First Column allows you
to apply or remove
formatting from the
first column in the table
• Last Column allows you
to apply or remove
formatting from the
last column in the table
• Banded Rows display
odd and even rows
with alternating
shading for ease of
reading
• Banded Columns
display odd and even
columns with
alternating shading for
ease of reading
• Filter Button toggles
AutoFilter on and off
3.2.3 Insert Add a Total 1. Select a cell within the Project 2 Module 4,
and row to a table Lesson 2
configure table 2. From the Table Tools
total rows Design tab > Table
Style Options group,
select the Total Row box
3. The Total Row is
inserted at the bottom of
the table
Note: The default Total
Row setting uses the
SUBTOTAL function for
SUM. This is a Structured
Reference formula and is
exclusive to Excel tables.
You can also apply a
different function to the
total value by selecting
the More Functions
option or by writing your
own
3.3.1 Filter Filter data Filter a cell range column Project 2 Module 4,
records in a table 1. Select a cell within a Project 3 Lesson 4
range. If the cells you
want to filter are not in a
range, select the cells
then name the range by
entering a new name
range in the name box
2. From the Home tab >
Editing group, select the
Sort & Filter drop-down,
then Filter
3. Select the column Filter
command then choose
your filter options
Example: =IF(C2=”Yes”,1,2)
says IF(C2 = Yes, then return a
1, otherwise return a 2)
SUMIF The SUMIF function adds the Project 1 Module 5,
function values in a range that meet a Lesson 5
given criteria
Example: =SUMIF(A3:A10,
“Happy”, F3:F10)
AVERAGEIF The AVERAGEIF function Project 3 Module 5,
function returns the average of all the Lesson 5
cells in a range that meet a
given criteria
Example:
=AVERAGEIF(A3:A10, “Happy”,
F3:F10)
COUNTIF The COUNTIF function counts Project 2 Module 5,
function the number of cells that meet Lesson 5
a criterion
Example:
=COUNTIF(A2:A5,"London")
4.3.1 Format RIGHT, The RIGHT function allows Module 6,
text by RIGHTB you to select a specific Lesson 2
using the functions number of characters starting
RIGHT(), from the right side of the data
LEFT(), and
MID() Explanation: =RIGHT(the cell
functions of the text, how many
characters you want to
extract)
Example: =RIGHT(A3, 4)
LEFT, LEFTB The LEFT function allows you Project 1 Module 6,
functions to select a specific number of Lesson 2
characters starting from the
left side of the data
Example: =LEFT(A3, 4)
MID, MIDB The MID functions return a Project 2 Module 6,
functions specific number of characters Lesson 2
from a text string starting at
the specified position, based
on the number of characters
specified
Example: =MID(A3, 4, 3)
4.3.2 Format UPPER The UPPER function converts Project 1 Module 6,
text by function text to all uppercase Lesson 3
using the Example: =UPPER(A3)
UPPER(),
LOWER(),
and LEN()
functions
Explanation:
TEXTJOIN(delimiter,
ignore_empty, text1, [text2],
…)