Excel Self-Assessment v1.0

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How many Excel concepts do you already know? (Check all that apply)

Section 0: Formatting Data

Basic Formatting

Font Size

Cell Shading

Alignment

Wrap Text

Cell Borders

Advanced Formatting

Paste Special

Conditional Formatting

Formatting Keyboard Shortcuts

Section 1: Calculating Data

Commonly Used Functions

SUM Function

AVERAGE Function

COUNT, COUNTA, COUNTBLANK, and COUNTIF Functions

Date & Time Functions

TODAY and NOW Functions

YEAR, MONTH, DAY, and WEEKDAY Functions

DATE and TIME Functions

Text Functions

LEFT, RIGHT, and MID Functions

SUBSTITUTE, FIND, and REPLACE Functions

TRIM, CLEAN, and CONCATENATE Functions

TEXT Function

Logical Functions

AND Function

OR Function

NOT Function

IF Function

Advanced Functions

VLOOKUP Function

VLOOKUP Approximate Match Function

INDEX and MATCH Functions

OFFSET Function

Section 2: Recording Data

Tables and Named Ranges

Creating Basic Tables

Creating Basic Named Ranges

Preventing Data Entry Errors

Basic Data Validation and Dropdown Lists

Advanced Data Validation (Smart Conditions)

Protecting Data

Password Protect Workbook

Password Protect Worksheet

Password Protect Cell

Importing Data

Import from Text Files (Comma or Tab Delimited)

Import from the Web (Web Queries)

Section 3: Analyze Data

Sorting, Filtering, and Advanced Formulas

Basic Sorting

Advanced Sorting (Multiple Levels)

Basic Filtering (Checkboxes)

Advanced Filtering (Smart Conditions)

Advanced Formulas (SUMIFS, AVERAGEIFS, and COUNTIFS)

Pivot Tables

Basic Pivot Tables (SUM, AVERAGE, and COUNT)

Advanced Pivot Tables (Show Value As, Calculated Fields)

Modeling Data

What If Analysis: Goal Seek

What If Analysis: Scenario Manager

What If Analysis: Data Table

Section 4: Presenting Data

Charts

Basic Charts: Column, Pie, Line

Intermediate Charts: Stacked Column, Pie of Pie, Scatter Chart

Advanced Charts: Pivot Charts and Dynamic Charts

Reports & Dashboards

Well Designed Reports (Update Automatically)

Interactive Dashboards (All Vital Data On Single Screen)

Section 5: Automating Data (Bonus)

Macros

Basic Macros using the Macro Recorder

Advanced Macros to Automate Highly Complex Tasks

Custom Features

Custom Keyboard Shortcuts

Custom Functions

Custom UserForms

Custom Add-Ins

Final Thoughts

What is the biggest source of FRUSTRATION for you when using Excel?

(Example: I don't know which formula to use, I don't know how to format things the way I want them to look, etc.)

If that issue was RESOLVED, what would that mean for you? How would you spend your time?

(Example: I would save HOURS every day, and get back to the highly creative/strategic work that's way more important)

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