Microsoft Excel Certification

What is Proficiency in Excel?

Excel on a laptop

Being proficient means knowing how to complete the task quickly and effectively. Here is a list from Microsoft of what you should know if you want to say you are proficient. The CORE competency covers about 80% of all the options in Excel. (Think intermediate skills, not beginner, OK?) The EXPERT requirements are more advanced. I included the link to CertiPort. They offer the tests. Their site has many resources.

Keep going with Excel. Knowing how to use Excel has done me well in life: as a business owner, a teacher, and a course developer.

eBeth, Elizabeth Nofs, the Computer Mama

For More Information:
CertiPort: Microsoft Office Certification Tests
Microsoft: Excel Certification Topics

Exam 77-727 Excel 2016: Core Data Analysis, Manipulation, and Presentation

Create and manage worksheets and workbooks

  • Create worksheets and workbook
    • Create a workbook, import data from a delimited text file, add a worksheet to an existing workbook, copy and move a worksheet
  • Navigate in worksheets and workbooks
    • Search for data within a workbook; navigate to a named cell, range, or workbook element; insert and remove hyperlinks
  • Format worksheets and workbooks
    • Change worksheet tab color, rename a worksheet, change worksheet order, modify page setup, insert and delete columns or rows, change workbook themes, adjust row height and column width, insert headers and footers
  • Customize options and views for worksheets and workbooks
    • Hide or unhide worksheets, hide or unhide columns and rows, customize the Quick Access Toolbar, change workbook views, change window views, modify document properties, change magnification by using zoom tools, display formulas
  • Configure worksheets and workbooks for distribution
    • Set a print area, save workbooks in alternative file formats, print all or part of a workbook, set print scaling, display repeating row and column titles on multipage worksheets, inspect a workbook for hidden properties or personal information, inspect a workbook for accessibility issues, inspect a workbook for compatibility issues

Manage data cells and ranges

  • Insert data in cells and ranges
    • Replace data; cut, copy, or paste data; paste data by using special paste options; fill cells by using Auto Fill; insert and delete cells
  • Format cells and ranges
    • Merge cells, modify cell alignment and indentation, format cells by using Format Painter, wrap text within cells, apply number formats, apply cell formats, apply cell styles
  • Summarize and organize data
    • Insert sparklines, outline data, insert subtotals, apply conditional formatting

Create tables

  • Create and manage tables
    • Create an Excel table from a cell range, convert a table to a cell range, add or remove table rows and columns
  • Manage table styles and options
    • Apply styles to tables, configure table style options, insert total rows
  • Filter and sort a table
    • Filter records, sort data by multiple columns, change sort order, remove duplicate records

Perform operations with formulas and functions

  • Summarize data by using functions
    • Insert references, perform calculations by using the SUM function, perform calculations by using MIN and MAX functions, perform calculations by using the COUNT function, perform calculations by using the AVERAGE function
  • Perform conditional operations by using functions
    • Perform logical operations by using the IF function, perform logical operations by using the SUMIF function, perform logical operations by using the AVERAGEIF function, perform statistical operations by using the COUNTIF function
  • Format and modify text by using functions
    • Format text by using RIGHT, LEFT, and MID functions; format text by using UPPER, LOWER, and PROPER functions; format text by using the CONCATENATE function

Create charts and objects

  • Create charts
    • Create a new chart, add additional data series, switch between rows and columns in source data, analyze data by using Quick Analysis
  • Format graphic elements
    • Resize charts, add and modify chart elements, apply chart layouts and styles, move charts to a chart sheet
  • Insert and format objects
    • Insert text boxes and shapes, insert images, modify object properties, add alternative text to objects for accessibility

Exam 77-728 Excel 2016 Expert: Interpreting Data for Insights

Manage workbook options and settings

  • Manage workbooks
    • Save a workbook as a template, copy macros between workbooks, reference data in another workbook, reference data by using structured references, enable macros in a workbook, display hidden ribbon tabs
  • Manage workbook review
    • Restrict editing, protect a worksheet, configure formula calculation options, protect workbook structure, manage workbook versions, encrypt a workbook with a password

Apply custom data formats and layouts

  • Apply custom data formats and validation
    • Create custom number formats, populate cells by using advanced Fill Series options, configure data validation
  • Apply advanced conditional formatting and filtering
    • Create custom conditional formatting rules, create conditional formatting rules that use formulas, manage conditional formatting rules
  • Create and modify custom workbook elements
    • Create custom color formats, create and modify cell styles, create and modify custom themes, create and modify simple macros, insert and configure form controls
  • Prepare a workbook for internationalization
    • Display data in multiple international formats, apply international currency formats, manage multiple options for +Body and +Heading fonts

Create advanced formulas

  • Apply functions in formulas
    • Perform logical operations by using AND, OR, and NOT functions; perform logical operations by using nested functions; perform statistical operations by using SUMIFS, AVERAGEIFS, and COUNTIFS functions
  • Look up data by using functions
    • Look up data by using the VLOOKUP function, look up data by using the HLOOKUP function, look up data by using the MATCH function, look up data by using the INDEX function
  • Apply advanced date and time functions
    • Reference the date and time by using the NOW and TODAY functions, serialize numbers by using date and time functions
  • Perform data analysis and business intelligence
    • Reference the date and time by using the NOW and TODAY functions; import, transform, combine, display, and connect to data; consolidate data; perform what-if analysis by using Goal Seek and Scenario Manager; use cube functions to get data out of the Excel data model; calculate data by using financial functions
  • Troubleshoot formulas
    • Trace precedence and dependence, monitor cells and formulas by using the Watch Window, validate formulas by using error checking rules, evaluate formulas
  • Define named ranges and objects
    • Name cells, name data ranges, name tables, manage named ranges and objects

Create advanced charts and tables

  • Create advanced charts
    • Add trendlines to charts, create dual-axis charts, save a chart as a template
  • Create and manage PivotTables
    • Create PivotTables, modify field selections and options, create slicers, group PivotTable data, reference data in a PivotTable by using the GETPIVOTDATA function, add calculated fields, format data
  • Create and manage PivotCharts
    • Create PivotCharts, manipulate options in existing PivotCharts, apply styles to PivotCharts, drill down into PivotChart details

How Can You Learn Quickly?

A good course can save you hours of time looking for the examples on YouTube. We develop Microsoft Office Specialist Certification training.

Please consider my FREE COURSE: The Beginning Guide to Microsoft Excel 2013.

Buy the books at Amazon