Excel 2007
Advanced

Frequently asked questions and instructor notes

Topic A0:   Classroom setup

All our courses assume that each student has a personal computer to use during the class. Our hands-on approach to learning requires they do. This topic gives information on how to set up the classroom to teach this course. It includes minimum requirements for the students’ personal computers, setup information for the first time you teach the class, and setup information for each time that you teach after the first time you set up the classroom.

Hardware requirements

Each student’s personal computer should have:

·   A keyboard and a mouse

·   Pentium 500 MHz processor (or higher)

·   At least 256 MB RAM

·   3 GB of available hard drive space

·   CD-ROM drive

·   XGA monitor(1024x768 minimum resolution support)

Software requirements

You will need the following software:

·   Windows XP, Windows Vista, or Windows Server 2003

·   Microsoft Office 2007

·   Notepad

Network requirements

The following network components and connectivity are also required for this course:

·   Internet access, for the following purposes:

   Updating the Windows operating system and Microsoft Office 2007 at update.microsoft.com

   Downloading the Student Data files (if necessary)

First-time setup instructions

The first time you teach this course, you will need to perform the following steps to set up each student computer.

1   Install Windows XP on an NTFS partition according to the software manufacturer’s instructions.

     Note: You can also use Windows Vista or Windows Server 2003, but the screen shots in this course were taken using Windows XP, so students’ screens will look somewhat different.

2   If the operating system is Windows XP, then launch the Control Panel, open the Display Properties dialog box, and apply the following settings:

·    Theme — Windows XP

·    Screen resolution — 1024 by 768 pixels

·    Color quality — High (24 bit) or higher

3   If Windows was already loaded on this PC, verify that Internet Explorer is the default Web browser. (If you installed Windows yourself, skip this step.)

a   Click Start and choose All Programs, Internet Explorer.

b   Choose Tools, Internet Options.

c   Check “Internet Explorer should check to see whether it is the default browser.”

d   Click OK to close the Internet Options dialog box.

e   Close and re-open Internet Explorer.

f    If a prompt appears, asking you to make Internet Explorer your default browser, click Yes.

g   Close Internet Explorer.

4   Open Internet Explorer and navigate to update.microsoft.com. Update the operating system with the latest critical updates and service packs.

5   Install Microsoft Office 2007 according to the software manufacturer’s instructions, as follows:

a   When prompted for the CD key, enter the code included with your software.

b   Select the Customize installation option and click Next.

c   Activate the Installation Options tab.

d   For Microsoft Office Excel, Office Shared Features, and Office Tools, click the drop-down arrow and choose “Run all from My Computer.”

e   Set all but the following to Not Available: Microsoft Office Excel, Office Shared Features, and Office Tools.

f    Click Install Now.

g   On the last screen of the Office 2007 installer, click Go to Office Online. Internet Explorer displays the Office Online Web site, and the installer window closes.

h   On the Office Online Web page, activate the Downloads tab.

i    Download and install any available updates.

j    Close Internet Explorer.

6   If you don’t have the data CD that came with this manual, download the Student Data files for the course. You can download the data directly to student machines, to a central location on your own network, or to a disk.

a   Connect to www.courseilt.com/instructor_tools.html.

b   Click the link for Microsoft Office Excel 2007 to display a page of course listings, and then click the link for Excel 2007: Advanced.

c   Click the link for downloading the Student Data files, and follow the instructions that appear on your screen.

7   Create a Student Data folder on each student’s computer, and copy the Student Data files to that folder.

8   Start Microsoft Office Excel 2007. Then do the following:

a   Activate the software. After activation, the Welcome to the 2007 Microsoft Office System dialog box appears.

b   On the Privacy Options screen, verify that “Search Microsoft Office Online for Help content when I’m connected to the Internet” is checked.

c   Verify that “Download a file periodically that helps determine system problems” is cleared.

d   Verify that “Sign up for the Customer Experience Improvement Program” is cleared.

e   Click Next.

f    Select “I don’t want to use Microsoft Update.”

g   Click Finish to close the dialog box.

9   To ensure that students won’t get a security warning when they open files in Excel, designate the Student Data folder as a Trusted Location:

a   Click the Office Button and choose Excel Options to open the Excel Options dialog box.

b   On the Trust Center page, click Trust Center Settings to open the Trust Center dialog box.

c   Navigate to the Trusted Locations page.

d   Click Add new location. The Microsoft Office 2007 Trusted Location dialog box opens.

e   Click Browse and navigate to the Student Data folder.

f    Click OK to close the Browse dialog box.

g   Check “Subfolders of this location are also trusted.”

h   Click OK to close the Microsoft Office 2007 Trusted Location dialog box.

i    Click OK to close the Trust Center dialog box.

j    Click OK to close the Excel Options dialog box.

k   Close Excel.

Setup instructions for every class

Every time you teach this course, it’s best to do a fresh install of Microsoft Office Excel 2007. If you choose not to do this, you will need to perform the following steps to set up each student computer.

1   Reset the Quick Access toolbar in Excel:

a   Click the Office Button and click Excel Options.

b   Click Customize in the category list.

c   Click Reset and then click OK.

2   If necessary, reset any other defaults that have been changed in previous classes:

a   Delete the Employee data source from Microsoft Query.

b   Uninstall the Analysis ToolPak and the Solver utility.

3   Delete the contents of the Student Data folder, if necessary. (If this is the first time you are teaching the course, create a folder named Student Data at the root of the hard drive. For a standard hard drive setup, this will be C:\Student Data. Some steps in this course require that exact location, and will not work if the data folder is elsewhere.)

4   Copy the data files to the Student Data folder. (See the download instructions in the preceding section.)

 

Topic B:   Frequently asked questions

There are no frequently asked questions for this course at this time.

 

Topic C:   Course notes

There are no notes for this course at this time.

 

Topic D:   Additional information

 

Unit 1, page 1-13: The syntax for the SUMIFS function is incorrect. The function name is missing the “S”—it should be SUMIFS.

Unit 1, page 1-22:  In activity D-1, step 7, the right-side comments incorrectly refer to the Custom Lists dialog box. It should be the Format Cells dialog box.

Unit 2, page 2-9: In activity B-1, step 2, the right-side comment incorrectly refers to “Adam Long.” It should be “Sandy Stewart.”

Unit 2, page 3-6: In activity A-2, step 3, the right-side comment is incorrectly describing the purpose of the Input Message tab. It says “…when the user enters an invalid Emp_Id.” It should say, “…when the cell is selected.”

Unit 3, page 3-8: The example for the DCOUNT function incorrectly uses “Store Code” for the database field argument. “Current year” is the correct field for this example.

Unit 4, page 4-11: In activity B-3, step 1 contains the wrong cell address. Instead of B18, it should be B6. This same incorrect reference also needs to be changed in the right-side comments of steps 4 and 6.

Unit 6, page 6-10: In activity A-3, step 13 incorrectly refers to E14 as the cell showing the total spending as $17,700. The correct cell is E15.