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Creating spreadsheets and charts

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This Excel video training with Chris Ward covers everything you need to know about Microsoft’s useful spreadsheet application, including automatic features, page formatting, and more....
This Excel video training with Chris Ward covers everything you need to know about Microsoft’s useful spreadsheet application, including automatic features, page formatting, and more.

Related area of expertise:
  • Office productivity

Recommended skills:
  • Familiarity with previous versions of Excel for Macintosh

Recommended equipment:
  • Microsoft Excel 2011 for Macintosh

Related certifications:
  • Not applicable

Related job functions:
  • Business professionals
  • Office workers
  • Students

Microsoft released the first version of Excel for the Mac in September 1985, so Excel started on a Mac! In this CBT Nugget course you will learn how to use this powerful software to create spreadsheets, charts, and manipulate data.

While there may be specialty software that uses spreadsheets, the world runs on Excel. This course will put you in the game, helping you to understand the ins and outs, even a few tricks that will help speed up your production!

 show less
1. Installing Office 2011 for Mac (17 min)
2. Workspace Fundamentals (28 min)
3. Data and Content Fundamentals (24 min)
4. Data and Content - Cells (29 min)
5. Data and Content - Cells Advanced (25 min)
6. Data and Content - Rows, Columns, Worksheets (22 min)
7. Printing and Page Setup (24 min)
8. Database Functionality (37 min)
9. Charts and Graphics (27 min)
10. PivotTables (28 min)
11. Charts and Graphs - Advanced (20 min)
12. Introduction to Functions and Formulas (28 min)
13. Advanced Functions and Formulas (29 min)
14. Conditional Formulas (34 min)
15. Data Summarization (29 min)
16. What If Analysis (41 min)
17. Secure Collaboration (30 min)
18. Advanced Customization (33 min)

Installing Office 2011 for Mac


Microsoft Office for Mac 2011 installation and set up. You know, a lot of people might have wanted to avoid this particular CBT Nugget. But if you want to get off to a good start, this is the best place. We're going to talk about some of the requirements you need, as well as what's important when installing Microsoft's Office for Mac 2011.


Now you might think, Chris, why am I taking this particular CBT Nugget first? Well, remember when you're installing things, there are certain requirements that need to be met. Then, there are a couple of options you can choose on whether you want to add something, or one of the features or applications in.


And then finally, we're going to take a look at Autoupdate. You want to make sure you have the latest and greatest version of Office Mac for 2011. And so, our Office for Mac 2011. So you want to make sure you have that set up. And Autoupdate is going to be the way to get it done.


Before you even can start utilizing Office 2011 for the Mac, you do need to know what you have to have in place for your hardware. What kind of computer system are you running? Well, the first one that you need to know is you do need to have an Intel-based-- so here we go-- an Intel-based Mac, which is pretty much anything that's been made in the past four or five years.


OK. And it has to be Intel-based, and it needs to be running the OS. So you need OSX 10.59 or later. I think it's actually 10.5.9 or later. Now for those of you follow the kitty cat version, that is the Leopard. You need to have at least Leopard running or later.


So obviously, if you have Snow Leopard, Snow Leopard, there we go. Ding, you've got it. And this is big. Lion. Ding. You've got it available to you as well. Part of the reason why is, is that the older versions, like 2004 to 2008-- eehhh, chhh-- doesn't work on Lion.


And that's why for a lot of people, if you have the Lion operating system, that's why you are going to the new Microsoft Office for Mac 2011. Now the other a good reason would be, of course, because it is killer, and it is awesome, and that's what you want to do.


But basically, these the only thing from a hardware standpoint that you need. The other is, right now for our drive space-- so drive space, drive space, you need at least, I'm recommending, 3 gigabytes or more. And the reason why is even though the Home and Office Edition, if you saw everything, is 1.65 gigs, as soon as you update it with the new service pack, which right now as of the recording of this CBT Nugget is Service Pack One, you're already jumping over 2 gigs, so I recommend at least 3 gigs or more drive space left over.


OK? So these are the requirements. So let's now get involved in installing this bad boy. So now that we know some of the basics of what is required in order for us to run Microsoft Office 2011, now we get a chance to actually do some installation. And just a couple of things.


Obviously, there are certain versions of the Office 2011. And each version is a little bit different. Little set of different applications and features. And really, believe it or not-- I mean, I could show you the box here. It's right in front of me.


I have the Office Mac 2011 for Home and Student. But believe it or not, on the disk is the same installation image as the one that's on the Home and Business Edition. And so basically, the difference is, is when you install it-- as we're going to see here in just a little bit here.


I got my installation disk over here. It basically, depending on the license key, the product key you put in, is what version you get to use. Now the Home and Student version is great. That's the one that we're going to do. I find that that's what most people use.


And that is going to be giving you Word, Excel, PowerPoint, Messenger, and VBA, which is Visual Basic for Applications, and even Silverlight, which is Microsoft's little imaging thing that they use. And you also get some templates, and all the other fun stuff.


But the Home and Business Edition, the big difference between that and what we're going to install today is, of course, the Home and Business Edition comes with Microsoft Outlook email and the ability to use the SharePoint Portal Server. Which if you're running in an environment that has SharePoint running, that's kind of neat.


So if you're in a higher end place, you'll probably be using that. But again, that's outside the scope of what we're trying to show you guys today. And there is, of course-- a lot of people don't know this. There is a free edition, the SkyDrive edition.


Skydrive is the website where you can put in documents, similar to Google Docs, OpenOffice, Lotus Symphony, kind of a thing. And you can do that. OK. So those are all the things we're going to do. Now what we want to do is, of course, before we start using Office, you want to make sure that you have your system prepared.


You have enough memory. It takes 1.65 gigabytes of memory, and that's just for the application itself. So we talked a little bit about that. So make sure your computer's set up. So if I double click on here, we get my DMG, the disk image file. And again, the same disk image file is used no matter what version you have.


It's the product key. So the good news is if your buddy has a disk, but it's a Home Business, or not the Student version, which is the one that you have, the Home and Student, but it's the Home and Business Edition, you can still use the disk as long as you have your key.


Because it's the same image, w which is nice. So you can download that. And of course, if you don't have the disk, you can download this off of Microsoft's website. So you can go to Microsoft.com/mac, and you can install it from there. Which is nice, because then, if you lose the disk and it breaks, as long as you have the key-- and I highly suggest you keep that in a safe place-- you're going to be fine.


All right. Enough talk. Let's install. So, of course, we double click on it. It's going to walk us through the Mac 2011 Installer for Office. And it'll say, here's your continued step. So basically, most of you have installed software before. So no real interesting things.


Now you can choose the language that you have. English, Francais, Deutsch, Espanol, Italiano, Nederlands. And so, you can go through here. This obviously isn't the version of it. This basically shows you how you view this. So if I come over here and go in Francais, it'll just give you the contract in French.


So if English isn't your primary language-- of course, you're listening to my series, so hopefully it is-- you can change it, or if you can suggest to that. OK. Now here is kind of fun. You go back in. You click continue. And what it'll tell you is, to continue, you must agree to the terms.


So basically, you are acknowledging that you've read this. I have rarely found anybody that actually reads the entire license, because a lot of this stuff is legal mumbo jumbo. But basically, here it is in a nutshell. They own it. You're borrowing it.


If they ever decide they don't want to let you use it anymore, they have the right to have you remove it. That's basically it in a nutshell. And that you've also agreed that you've paid for it, and you didn't to steal it. OK. And there's Chris Ward's CBT Nuggets.


Hey, we like Nuggets, right? Little small pieces of information. That's what these licenses say, essentially. So we're going to go ahead and say, all right. Sounds good. Let's go ahead and agree. It'll remind you, this is how much it's going to take.


1.65 gigabytes of space on your computer. It's a pretty hefty application suite, so that'll be good. Now, go ahead and click Install. Now what is going to happen is it's going to ask you for the password to allow Installer to make changes. Oh, and by the way, if you notice, right here.


I'll go back one. Right here, you have the destination selection and the installation type before it goes through from the license. And so when you click Continue, it goes right back destination installation. The reason why is on mine, I don't have any other hard drives.


If I had another hard drive, it would ask you, which one of these do you want to install it on? And so, you can do that. Now you can also come over here, and you can customize. Customization installation is really important, especially when, if you notice, you have 1.65 gigabytes you need to install.


And let's say you only have three left. Well, I mean, you're really cutting your hard drive space down. So you've got to be careful about that. Maybe you don't want the Office Fonts. That's 139 megabytes. Maybe you don't want the Automated Actions. Now those are small, but notice this little down arrow here.


If I click on it, here is where the big enchilada is. Here's Word. Here's Excel. Here's PowerPoint. Wait a minute. Here's Outlook. Chris, I thought you said you were installing the Home and Student Version. I am. When I put the key in, it's going to disallow the Outlook.


In other words, I won't have that available as one of my options when I put that in. But it's going to go ahead-- I told you, this image is the same image no matter. So you get the whole enchilada. Remote desktop connection. All those kind of fun things.


All right. The fonts, if you want them installed, you can turn those off. Any one of these things. If you're like, you know? I really don't want the remote desktop connection. And it tells you what it'll do. So if you select it, it'll tell you exactly what the actual application will do, or the component will do.


So we'll go ahead and just leave everything on. Click Standard Install. It'll just install everything that you want. But again, if you have a different hard drive, just remember that you can select it, but you've got to be careful, because the problem is-- and this is a little gotcha here-- is that when the Installer places Office 2011 onto your disk, it puts it in the Applications folder, and actually adds another folder, and then puts all the Office applications, the fonts, the templates, all that stuff, in that folder.


And so any time you're in the application, and you go, I want to do this, it's going to try to go look for it there. So if you put it in a different place, you need to make sure that you've properly aligned everything so it points to the right thing.


So you don't want to put pieces parts all over your hard drive. Keep it in that folder, because otherwise, Office will have a hard time finding where you put the stuff. OK. It'll say that sounds good. We go ahead and click Install. It'll ask us for our top secret password.


I'll type it in there. And we click OK. It goes through the installation process, and we get, of course, our familiar blue candy cane going through there. Now, I'm going to go ahead and pause for just a minute. And I'll join you on the other side. I'm sure you guys have seen many candy canes going and beach balls rolling while it installs.


You don't need to do that. So we'll see you here in just a second in your time. But it usually takes about a minute, 60 seconds to two minutes, for it to install everything. So as promised, actually took a little bit longer than two minutes. People are going, Chris, that was 15 minutes.


OK. 15 minutes maybe. Depends on whatever Mac you've got, whether it's a desktop, or whether it's like a MacBook or something like that. So software was installed. It is successful. And so, we go ahead and we click Close. And now, what it's going to do is finish up and go into the Office Setup Assistance.


Which is nice, because now there's a couple of things you want to do here. Remember how we talked about what kind of key you have. So you can enter your product key right here. You can go ahead. And let's say you forgot, and this is a different image, or you're borrowing somebody CD.


You can then purchase a product key online, or you can actually try it for free for 30 days, which is nice, because a lot of people say, well, I don't know if I want to upgrade. I don't know if I want to go from Office 2008 up to the Office Mac for 2011.


Here's the problem, of course. If you're one of those people that went up to Lion, then you have to. So it's kind of like, well, try it free, and then maybe save up your pennies for the edition. OK? So we'll go ahead and enter our product key. I'm going to go ahead and do this.


I'm going to pause. And then, we will activate it. And I will see you here shortly. So once you've entered your product key, it will give you-- or actually, your license key-- it will then give you a product identification, which I didn't show on my screen here, so that way you didn't use it to pretend to be me.


Not that you guys would. You're all great CBT Nugget-trained people. But after that, it shows you the screen here, which says, what do you want to personalize your copy of Office for Mac with? What name? Now by default, what it's going to do is it's going to take your user-name that you log into.


In my case, on all of our training series, we always say Trainer. So that's what it's guessing. It went up and said, oh well, you've logged in as Trainer, so is that what you want to be known as? If you've logged in as your name, it'll fill in your name.


So I can go in and say something like Chris. And Ward. And Company Name, CBT Nuggets. So we can do that to set up. Or in my case, I'm going to be doing Acme Musical Instruments Incorporated. Because that's the examples that I use. And if I have a company, if I'm using this and why-- you'll get it as we go through the rest of our CBT Nuggets as we do that.


So we now come down here, and I go ahead and click on Continue. And it says it can take several minutes, which is possible. So now, it's going to ask you a couple of last questions. And that, first off, do you want to keep the Office for Mac up-to-date.


My answer is absolutely. Smart thing to do, because any bug fixes, security patches, any enhancements. Later on, as we'll talk about, the ribbon. The ribbon has great functionality, but Microsoft has promised that they're going to keep adding more functionality to the ribbon as they go through.


So, cool stuff. And it's just good. Plus, Microsoft and Apple actually work together on this to make sure that if they change something, and they fix something on their end, well then, Microsoft comes in and helps it on their software. Now, do you want to join the Customer Experience Improvement Program?


That is up to you. I typically say no. The reason why is they say anonymous information is collected automatically. Yeah, OK. That could be true. And there are always possibilities for certain things to get out. Not that they might do it on purpose, but you never know.


Too much out there. And if you don't believe me, take James Conrad's Certified Ethical Hacker Series and find out exactly how easy it is to get that kind of stuff. So, now that we're all done, and you can obviously go online and register, and if you want to give them your email address and stuff like that, it will go ahead and they'll send you stuff and everything else.


So congratulations. You're now ready to use Office for Mac. Now what's going to happen is, once I click Done here, it's going to come back out. And it is going to load up Microsoft's Autoupdate, which is great. Now why this is important is because, think about it.


When I first got this CD or DVD, it was pressed, oh-- let me look at it on the side here. I think it actually tells you when. Yeah. I mean, I think I got this like, the second day that the product came out. So this is probably early 2011. And guess what?


There's been some changes. In fact, there's been at least 2 megs, and so there is a critical update for your software. And you want to go ahead and just say yes. Go ahead and get this updated before you start using, and that will allow you to have a fully updated, fully patched, read to go version of Office 2011.


So, I'm going to go ahead and click Install. But this is going to bring this CBT Nugget to a close. And join us in the next one as we start opening it up and cracking it open, taking a look at our products. So great way to start off taking a look at our Office products here.


And first off, of course, we are going to look at the requirements in order to install Office for Mac 2011. Then, we took a look at the different installation options. Which applications do you want to put on there? Do you want to put it on this hard drive or that hard drive?


Some little installation options there. And then finally, we wrapped it up by updating our system with Autoupdate. And you can set that up. We highly recommend that you do so. I hope this has been informative for you. And I'd like to thank you for viewing.

Workspace Fundamentals

Data and Content Fundamentals

Data and Content - Cells

Data and Content - Cells Advanced

Data and Content - Rows, Columns, Worksheets

Printing and Page Setup

Database Functionality

Charts and Graphics


Charts and Graphs - Advanced

Introduction to Functions and Formulas

Advanced Functions and Formulas

Conditional Formulas

Data Summarization

What If Analysis

Secure Collaboration

Advanced Customization

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