Student Guide

40567A
Microsoft Excel associate 2019
Module 1: Introduction
 Introduction

Contents
Contents ..............................................................2 Warm-up ......................................................17
Module overview .............................................4 Topic 1: Enter and edit data .................18
Description.....................................................4 Enter data ................................................18
Scenario ..........................................................5 Complete a data entry .......................18
Cornerstone ...................................................5 Edit cell contents ..................................19
Lesson 1: Getting to know Excel ................6 Cancel a cell entry................................19
Overview .........................................................6 Clear cell contents ...............................19
Warm-up ........................................................6 Activity: Pose a challenge .................20
Topic 1: Create and open workbooks .7 Try-it: Enter and edit data.................20
Create a new workbook .......................7 Try-it 1 ......................................................20
Open an existing workbook ...............8 Try-it 2 ......................................................21
Create a new workbook by using an Topic 2: Save workbooks .......................21
existing workbook ..................................9 Save a new workbook ........................22
Activity: Guess and tell .........................9 Save an existing workbook ..............22
Try-it: Create and open workbooks 9 Save an existing workbook as
Try-it 1...................................................... 10 another name or to a new location
Try-it 2...................................................... 10 .....................................................................22

Topic 2: Explore the Excel interface .. 11 Save a workbook in a different

format .......................................................23
Explore the ribbon and manage
views ......................................................... 13 Save a workbook as a PDF ...............23

Activity: Guess and tell ...................... 14 Convert a workbook to a newer

version ......................................................24
Try-it: Explore the Excel interface.. 15
Activity: Discuss and learn ................24
Try-it ......................................................... 15
Try-it: Save workbooks ......................25
Resources................................................ 15
Try-it: 1 .....................................................25
Wrap-up ....................................................... 16
Try-it: 2 .....................................................26
Lesson 2: Introducing the Excel
fundamentals .................................................. 17 Try-it: 3 .....................................................26

Overview ...................................................... 17 Wrap-up .......................................................27

Lesson 3: Navigating and filling cells ....28

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Overview ...................................................... 28 AutoFill using a pointer device .......38

Warm-up ..................................................... 28 AutoFill using the Fill command ....39
Topic 1: Navigate to named cells, AutoFill a series of numbers with a
ranges, or workbook elements ........... 29 pointing device .....................................39
Navigate to a named cell, range, or Activity: Guess and tell .......................40
table .......................................................... 30 Try-it: AutoFill ........................................40
Display workbook elements ............ 30 Try-it: 1 .....................................................40
Activity: Tell a story ............................. 31 Resources ................................................40
Try-it: Navigate to named cells, Instructions .............................................40
ranges, or workbook elements ...... 32
Try-it: 2 .....................................................41
Try-it 1...................................................... 32
Try-it: 3 .....................................................41
Try-it 2...................................................... 33
Wrap-up .......................................................42
Try-it 3...................................................... 33
Glossary .............................................................44
Topic 2: Search for data ......................... 34
Cornerstone .....................................................45
Find data in a workbook ................... 34
Overview ......................................................45
Replace data in a workbook............ 35
Objectives ....................................................45
Activity: Show and tell ....................... 36
Duration ...................................................45
Try-it: Search for data ........................ 37
Instructions .............................................45
Try-it 1...................................................... 37
Tasks ..........................................................46
Try-it 2...................................................... 37
Thumbnail image ......................................48
Topic 3: Use the AutoFill feature........ 38

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 Introduction

Module overview
Description
Welcome to the first module of the Excel Associate course, in which you’ll will get the
chance to get know Excel 2019. Excel 2019 is a robust software program included in the
Microsoft Office suite. It is used to create spreadsheets, where data is arranged in rows
and columns; imagine Excel as a big table of data. Excel is extremely versatile and
powerful, and it can be used for answering questions about data through analysis and
visualization. It almost does your work for you!
This module will set you up for your future use of Excel, whether that’s at home, in class,
or at work. At the end of each module, you’ll complete a Cornerstone project that will
help embed the skills that you’ve learned and during each lesson. You’ll also participate
in activities and try-its to practice and learn new skills. As you go through the lessons,
you’ll find helpful links to websites that will provide further learning and maybe even a
little homework! You will also find handy notes and tips. Good luck and enjoy the
course!

Lesson Learning objective Exam objective(s)

Getting to Create and open workbooks; become Not mapped

know Excel familiar with the Excel interface.

Introducing Enter and edit data; save workbooks in • 1.5.2

the Excel alternate formats
fundamentals

Navigating Navigate to named cells, named ranges • 1.2.2

and filling and other workbook objects; search for • 1.2.1
cells data and use Autofill to fill cell contents. • 2.1.2

Helping a Open/create/save workbooks; enter/edit • .5.2

fellow intern data including AutoFill cell contents; search • 1.2.1
with for data; and navigate to named cells, • 1.2.2
Microsoft named cell ranges, and other workbook
• 2.1.2
Excel objects.

Table 1: Objectives by lesson

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Scenario
You’ve been working as an intern within the finance team of a farming operation. The
finance team is currently working on converting as much paperwork as they can to
digital. You’ve been working with a sales analysist for the past year. Several
inexperienced interns will be starting soon, and they have no prior Excel experience.
You’ve been tasked with teaching the interns Excel basics that will allow them to assist
you with inputting the sales and personnel data. You’ve used Excel only a few times and
you know that you don’t have enough knowledge to teach the interns everything they’ll
need to know to be able to do their jobs. To get prepared, you’re going back to the
basics to make sure you have the skills you’ll need to train the interns.

Cornerstone
One of the interns has been working on two workbooks containing data that summarize
the annual produce for various fruit and vegetables. The data needs to be ready for a
meeting with your boss within the next hour. You’ll need to examine the files before the
meeting to ensure the data is correct and that nothing is missing from data.
You’ll need to use AutoFill to enter data, locate named cells, find and replace data, and
save the workbooks in alternate formats.
If your aim is to become an Excel expert, then completing the lessons and Cornerstone
in this module and future modules will help you reach your goal sooner than you think.
If you don’t want to be an Excel expert, just great at Excel, then these lessons and
Cornerstone will help.

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Lesson 1: Getting to know Excel

Overview
This lesson is intended to introduce you to Microsoft Excel 2019. You’ll learn how to
open, create, and save workbooks, including saving to alternate formats. You’ll also learn
how to enter and edit data within a worksheet. Finally, you’ll learn how to navigate to
named ranges, tables, and cells, and how to use AutoFill.

Warm-up
This is the first lesson in Excel, but you might have some past experience with
spreadsheets. Be ready to share your experience with the class. Where have you
observed spreadsheets being used? Have you ever used Excel?
Use these questions to find out what you already know about this lesson’s topics:
1. When you are in the Excel application, what shortcut key can you use to open an
existing workbook?
Select the correct option.
a. Ctrl+Alt+O
b. Ctrl+O
c. Shift+O
d. Ctrl+Shift+O
2. Which area of the Excel application has the following three commands: Save, Undo,
and Redo?
Select the correct option.
a. Status Toolbar
b. Mini Toolbar
c. Quick Access Toolbar
d. Formula Bar

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3. How can you access the Backstage view?

Select the correct option.
a. Windows key
b. Select File
c. Select Home
d. Ctrl+B
4. To create a new workbook:
Select all that apply.
a. Go to File > New
b. Select Ctrl+N on your keyboard
c. Select Ctrl+O on your keyboard
d. Go to File > Open

Topic 1: Create and open workbooks

One of the quickest ways to do anything in Excel, or any other Office application, is
to use keyboard shortcuts. For example, to create a new workbook you can use Ctrl+N
and to open an existing workbook you can use Ctrl+O.
There are hundreds of keyboard shortcuts available and they really do help save time.
Do not underestimate the value of the shortcut! Many keyboard shortcuts are common
across Office apps and are used throughout the Microsoft Office Suite. Basic keyboard
shortcuts remove the need for the new user to navigate through numerous commands
on the ribbon. Learn keyboard shortcuts, and you’ll take the guesswork out trying to
find out how to do things like Print, whether it’s a Word document, an Excel document,
or just about any other document you encounter today.
Here are some of the ways to create and open workbooks:

Create a new workbook

1. Either select Ctrl+N or select New on the Quick Access Toolbar if it has been
added, or File > New.
2. Select the type of workbook to create. It can either be a new blank workbook, the
most common way to start, or any pre-built template, which are great and can save a
lot of time with content and design.

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 Introduction

Open an existing workbook

1. Start by selecting Ctrl+O, or via File > Open.
2. Depending upon where the workbook is stored, you might be able to either:
o Simply double-click (or select the space bar and Enter) on the file if it is listed in
the Open screen.
Or
o Select the workbook listed under Workbooks (the file will open immediately).
Or
o Select Folder (or other online location) to locate the folder in which the file is
stored, select the folder to open it, and then select the file to open.

Figure 1. File Open screen – Workbooks and Folders

Or
o Select This PC, then select the folder on the recent list, or select the Navigate up
one level arrow to move up a level within the file structure and continue to
locate the file.
Or
o Select Browse to go to the Open dialog box (Ctrl+F12 will go here also). Locate
the file to open and double-click to open it, or select it once and then select
Open.
o Extra tip: Consider using Windows E to open the File Explorer to quickly locate
the file you would like to open. When you find the file you want, double-click on
it or select the spacebar and enter. If it’s an Excel file, it will open in Excel,
otherwise it will open in the application it belongs to.

Video
To view a video on creating workbooks, go to: Create a new workbook

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 Introduction

Create a new workbook by using an existing

workbook
Using Ctrl+O or File > Open, after the workbook has been located, you can right-click
or access the context menu and then select Open a Copy.

Activity: Guess and tell

The teacher will open Excel and create a new workbook and open an existing workbook.
Be prepared to answer questions about opening files and other commands in
Backstage view.

Resources required
You will need the following resources for this activity:
• Excel 2019
• L1_T1_act_calendar.xlsx

Activity instructions
The following are the steps that you must perform during this activity:
1. Open Excel and create a new workbook.
2. Follow along with the teacher.
3. Answer/ask questions.

Did you know?

There are 1,048,576 rows and 16,384 columns in a standard Excel
workbook? That’s a whopping 17,179,869,184 cells!

Try-it: Create and open workbooks

This is a leveled try-it to create a new workbook in Excel 2019 in preparation for
Topic 2, and to open a copy of an existing workbook.

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 Introduction

Try-it 1
In this try-it, you’ll create a new workbook by using the Backstage view and/or a
shortcut key.

Resources
You’ll need the following resources for this activity:
• None required

Instructions
The following are the general tasks that you must perform during this try-it:
1. Close any open files without saving them.
2. Create a new workbook by using a shortcut key.
3. Create another workbook by using any design template.
4. Close all open files, leaving one open to help with the next topic.

Try-it 2
In this try-it, you’ll create a new workbook using a shortcut key and you’ll use an existing
workbook to open a copy of it.

Resources
You’ll need the following resources for this activity:
• Any existing workbook

Instructions
The following are the general tasks that you must perform during this try-it:
1. Close any open files without saving them.
2. Create a new workbook by using a shortcut key.
3. Use the Open window to open a copy of any existing workbook listed.
4. Close all open files, leaving one open to help with the next topic.

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Topic 2: Explore the Excel interface

Before you dive into learning how to set up a workbook, let’s get you comfortable
with the application interface and terminology.
When you open Excel for the first time, you’re prompted with a menu to create a new
file or open an existing file.

Figure 2. Excel interface

At the top of the application, there’s a bar known as the ribbon, which holds several
tabs; these are usually File, Insert, Page Layout, Formula, Data, Review, View, and
Help. Your ribbon might have different tabs. Each tab contains commands assembled
together in logical groups.
The first ribbon tab is File. When the File tab is selected, it does not display a ribbon.
Instead, it displays a panel on the left side of the application and includes commands
such as: Information, New, Open, Save, Print, Share, Export, Options, and more. This
panel area is referred to as the Backstage view.
• Think of the Backstage view as opening the curtain to access what’s going on
behind the workbook.
• When you have a workbook open and select the File menu, the workbook Info tab
will be displayed by default.

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 Introduction

• At any time, select the back arrow in Backstage view to return to the workbook
sheet, or select the Esc key on your keyboard.
When a workbook, even a blank workbook, is opened in Excel, other elements in the
application interface will be activated, with the workbook area taking up most of the
application area.
Directly above the ribbon, in the upper-right corner of the application (in the Title bar)
are the commands Minimize, Restore, and Close to manage the size of the screen.
Next to that, you’ll find Ribbon Display Options. From here, there are three options
that you can select to hide or collapse the ribbon as necessary. For example, if you have
a large set of data and need more space to view it, you can temporarily collapse the
ribbon and then bring it back into view when needed.
• Auto-hide Ribbon – Hide the ribbon. Select the top of the application to show it. As
soon as this option is selected, the entire ribbon is collapsed. To display the ribbon
for a quick view or to access the commands simply select More, the ellipsis (…) at
the top right of the window, or select the ALT key. To fully restore and show the
ribbon and commands again, select the third option.
• Show Tabs – Show ribbon tabs only. Select a tab to show the commands. This will
collapse the commands chunk below the tab name, but all the commands are still
accessible from the tab name.
• Show Tabs and Commands – Show ribbon tabs and commands all at the same
time. This is the default view, where the entire ribbon is expanded, displaying all the
tabs and their associated commands.

Figure 3. Ribbon display options

Note: If you double-click on any tab label twice, the ribbon will automatically hide.
Double-click again to show the full tabs and commands.

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In the upper-left corner above the ribbon is the Quick Access Toolbar. The Quick
Access Toolbar can be displayed above or below the ribbon and can be customized to
your needs. You’ll learn more about this later in the course. By default, the Quick Access
Toolbar will display the AutoSave, Save, Undo, Redo and a drop-down menu.
Search (also known as Tell Me) is in the center of the Title bar. You can search for
commands, get insights from an internet search, or get Excel help from here.
Search/Tell Me is also available in other Office 2019 and Office 365 applications and is
in the same position for each application.
The Name box and the Formula Bar are directly underneath the ribbon. You’ll learn
more about these during the course.
At the bottom of the worksheet, you’ll find the Sheet tabs contained within the current
workbook. The default sheet names are Sheet1, Sheet2, and so forth. Next to that there
is the New sheet button (a little +) to add extra sheets as necessary.
Over to the right of the screen there is a Vertical scrollbar and there is a Horizontal
scrollbar along the bottom to help you scroll through the worksheet. Finally,
underneath the horizontal scroll bar, you’ll find Display Settings, with three screen
views: Normal, Page Layout, and Page Break Preview. You’ll also find the Zoom slider
bar, which lets you increase or decrease the size of the worksheet that is displayed on
the screen.

Explore the ribbon and manage views

If you’re new to Excel 2019, take a few minutes to read each tab description below, then
go check each tab ribbon in the application. As you observe the groups and tools in a
ribbon, go back and review the ribbon tab name. There is a correlation here; the name
of the tab is a hint to the tools it holds. Insert contains many tools to insert something
into a worksheet, like an image, table, chart, to name a few.
• File (Backstage View) – Access and manage application and workbook settings.
• Home – The popular tools and commands used most, like the Clipboard tools, font
formatting, cell alignment, and number formatting.
• Insert – Add objects and elements into your worksheet, such as Pictures, Icons,
Charts and SmartArt.
• Draw – Make notes with a digital pen, convert ink to a shape, and convert ink to
math. (If your device is not touch screen enabled, you might need to add this tab to
the ribbon.)
• Page Layout – Modify the workbook themes, page setup, and sheet options.
• Formulas – Create functions, define names, audit formulas, and set calculation
options.

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• Data – Get data from other sources, create queries, sort, filter, and use other data
tools.
• Review – Perform proofing, track changes, protection, and accessibility functions for
the worksheet.
• View – Manage and modify workbook views, zoom in and out, arrange workbook
windows, and create macros.
• Help – Access Excel help, contact Microsoft support, give feedback about Excel, and
access learning.
Did you know?
You can change your pointer device into a rainbow or galaxy pen
and draw on screen. You’ll find it on the Draw tab. (You might need
to add the Draw tab to the ribbon first).

Activity: Guess and tell

A guess and tell activity requires you to pay close attention to the demonstration so that
you can respond to the teacher’s question or prompt.

Resources required
You will need the following resources for this activity:
• Any open workbook or new blank workbook

Activity instructions
The following are the steps that you must perform during this activity:
1. Observe as the teacher demonstrates the different Excel interface elements.
2. Follow along with the steps and note where the teacher has navigated, so that you
have a solid understanding of each interface element. Pay close attention to each
command the teacher mentions and note the group and tab on which it resides.
3. The teacher might ask you to guess the purpose of a command. You might be able
to identify commands not specifically called out in this activity.

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4. Feel free to share your knowledge with your classmates or ask questions while the
teacher is demonstrating to get further clarification. For example:
a. What is the purpose of the Quick Access Toolbar?
b. What actions can I perform in the Backstage view?
c. Which tab should I go to if I want to insert a formula in my spreadsheet?

Try-it: Explore the Excel interface

Open a blank workbook and use it to find key components of the Excel interface.

Try-it
Explore the Excel interface on your device to locate the key elements. When you find the
elements, consider their individual purpose.

Resources
You’ll need the following resources for this activity:
• L1_T2_try_interface_starter.docx.

Instructions
1. Open a blank workbook in Excel.
2. Open L1_T2_try_interface_starter.docx and refer to the first column.
3. Identify the commands that you need to locate in the interface.
4. Fill in the table.
5. If you need help, ask your teacher to pair you with a partner.

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Wrap-up
Turn to a nearby student partner. Ask each other to describe something they learned in
class today that they’ll be able to use the next time they use Excel. Be prepared to share
with the class.
Then, use these questions to be sure you’ve learned these concepts from the lesson.
1. Where will you find the formula bar?
Select the correct option.
a. File > Open
b. File > Options
c. Directly below the ribbon
d. On the Quick Access Toolbar
2. If you double-click a ribbon tab twice, what happens to the ribbon?
Select the correct option.
a. It disappears.
b. It will show tabs only.
c. It will auto hide.
d. It will move to the bottom of the screen.
3. If you have the ribbon on the Auto-hide setting, there will be an
______ next to the Ribbon Display Options.
Fill in the blank space.
4. When you access File > Open, you can switch between workbooks and
______
Fill in the blank space.

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Lesson 2: Introducing the Excel

fundamentals
Overview
In this lesson, you’ll learn how to enter and edit data in a workbook and then save
workbooks in alternate formats.

Warm-up
Participate in a discussion with your classmates. Why do you think Excel is a powerful
tool in the world of business? For what tasks do you think businesses use Excel?
Use these questions to find out what you already know about this lesson’s topics:
1. When you are in the Excel application, what method can you use to save an existing
workbook with a different name?
Select all that apply.
a. F11
b. File > Save
c. F12
d. File > Save As
2. If you save an Excel workbook as a 97-2003 version, what will the file extension be?
Select the correct option.
a. .xlsx
b. .xlxs
c. .xlt
d. .xls

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3. By default, when you select Enter to complete a cell entry, where will the active cell
be?
Select the correct option.
a. In the row below
b. In the row above
c. In the next cell to the left
d. In the next cell to the right
4. When you enter data into a cell, where else on-screen will what you have entered
display?
Select the correct option.
a. The cell below
b. The cell above
c. The ribbon
d. The formula bar

Topic 1: Enter and edit data

To enter data into an open worksheet, you can simply select a cell, enter text or
numbers, and select enter on the keyboard to complete the entry. You’ll probably want
to alter the width of the columns and height of the rows at some point. That
functionality will be covered in the next module.

Enter data
1. Open the existing workbook or create a new one.
2. Select the cell in which you’d like to enter data and begin entering text or numbers.

Complete a data entry

1. Select Enter, which will move you to the row below.
2. Use the Tab key to move to the adjacent cell to the right of the current cell.
3. Use the Shift Tab keys to move to the adjacent cell to the left of the current cell.
4. Use any directional arrow key to move one cell in any direction.

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5. Select the Enter button (tick) next to the formula bar to stay in the same cell (or
select Ctrl+Enter).
6. Select any other cell. (This is not best practice, but it is a commonly used method.)

Edit cell contents

• Select the cell that you wish to edit, make your alterations directly within the cell or
via the formula bar, and use any method to complete the edit.
Or
• Double-click into the cell to edit in an exact position within the cell or formula bar,
and use any method to complete the edit.
Or
• Select F2, make your alterations, and use any method to complete the entry.

Cancel a cell entry

1. Select Esc on your keyboard before completing the entry, or
2. Select the Cancel button (X) next to the formula bar before completing the entry.

Clear cell contents

• Access the context menu or right-click on a cell to clear, and select Clear Contents.
Or
• Select Delete on your keyboard.
Note: If you select Delete from the context menu, Excel will want to shift data
into the deleted cell(s)!
You can use the Undo or Redo commands or (Ctrl+Z or Ctrl+Y) to undo or redo
any actions.

Did you know?

You can undo/redo up to 100 actions, even after a file has been
saved. Although undoing 100 actions could lose a lot of work, and
maybe just making an edit would be better!

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 Introduction

Additional information
For more information on the Undo or Redo command, go to: Undo,
redo, or repeat an action

Activity: Pose a challenge

The teacher will open Excel, create a new workbook, and enter some data. You’ll be
asked to suggest ways to complete the data entry.

Resources required
You’ll need the following resources for this activity:
• New blank workbook

Activity instructions
Follow the teacher’s demonstration. Be prepared to ask and answer questions.
1. Open a new blank workbook.
2. Follow the teacher’s instructions.
3. Participate in the activity as directed.
4. Offer suggestions on how to complete the task when asked by the teacher.

Try-it: Enter and edit data

Now that you can access the tools and options of Excel, it’s time to put all of that
knowledge to work. In this try-it, you’ll enter and edit data in an existing workbook.
Entering that data gets into an Excel workbook is an essential skill. You want the interns
at Munson’s Pickles and Preserves Farm to be Excel “power users” and to understand
that there are many ways to accomplish this task.

Try-it 1
Entering data into a workbook.

Resources
You’ll need the following resources for this activity:
• Open L2_T1_try1_visitors_starter.xlsx in this lesson’s Learning Activity Resources.

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Instructions
The following are the general tasks that you must perform during this try-it:
1. Open L2_T1_try1_visitor_starters.xlsx.
2. Enter 161 into cell B3.
3. Enter 248 into the cell below (C3).
4. Note the new values in cells H3 and H4. (The teacher will decide how you should
note the values because that depends on the resources available.)
5. Save the workbook as the same name plus your initials. For example,
L2_T1_try1_visitor_starters_DM.xlsx.

Try-it 2
Edit data and clear the contents of cells.

Resources
You’ll need the following resources for this activity:
• Open L2_T1_try2_visitors_starter.xlsx in this lesson’s Learning Activity Resources.

Instructions
1. Open L2_T1_try2_visitors_starter.xlsx.
2. Use a keyboard shortcut to edit the contents of cell A6 to contain Group/Family
instead of Group.
3. Clear the contents of cell B20.
4. Save the workbook as the same name plus your initials. For example,
L2_T1_try2_visitor_starters_DM.xlsx.

Topic 2: Save workbooks

If you make changes to a new workbook or an existing workbook, and you want to
keep the changes, you’ll need to save the workbook. Before saving, consider whether
you would like the workbook saved in an online location, which is useful for
collaboration purposes, or whether you would like it saved locally.
Saving a file follows a similar process as opening a file. Depending upon where you wish
to store the workbook or what format you want to use, the process will differ slightly.

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Save a new workbook

1. Go to File and select Save.
2. Check the location/folder to store the workbook in.
3. Enter an appropriate name, and select Save.
Or
1. Select Ctrl+S.
2. Give the workbook an appropriate name.
3. Check the location to store it in, and select Save. (If you select More Save Options,
you will go to Backstage, Save As and can continue from there).

Save an existing workbook

• From File, select Save, or Ctrl+S.
Or
• Select the Save command on the Quick Access Toolbar.

Save an existing workbook as another name or to a

new location
1. From File, select Save As, or select F12.
2. Check the location/folder to save the workbook in.
3. If you are changing the name, enter the new name and select Save.

Did you know?

A workbook can have up to 218 characters in the filename. But note
that the file path (the names of folders in which it is stored) is part of
the name and is included in the 218 characters.

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 Introduction

Save a workbook in a different format

1. Start by going to File and select Save As, or F12.
2. Check the location/folder to save the workbook in.
3. Enter a suitable name for the workbook, and select the drop-down in the Save as
type box.
4. Select the type of file you would like to save the workbook as, for example, PDF,
Template, or Excel 97-2003 workbook.
5. When you use Save As to save a file, depending upon what you wish to do, you can
either:
o Enter a name in the filename box, and select Save (this will be in the last location
you were using).
Or
o Select This PC, then select the folder on the recent list or select the Navigate up
one level arrow to move up a level within the file structure, locate the folder to
store in, then give the workbook a new name if necessary, and select Save.
Or
o Select Browse to go to the Save As dialog box (F12 will go there directly). Locate
the folder to save in, double-click to open it or to select the folder, and then
select Enter, give the workbook a new name if necessary, and select Save.
Or
o Select the OneDrive/SharePoint/Online location and continue to locate the
folder to store in, give the workbook a new name if necessary, and select Save.

Save a workbook as a PDF

1. From File, select Export, and then Create PDF/XPS.
2. Check the location to store it in and edit the filename if necessary.
3. Select Publish to have the active worksheets exported to PDF.
Or
• Select Options to alter the page range and what to publish, for example, to ignore
any print areas or remove document properties, select OK, and then select Publish.

23
 Introduction

Did you know?

If an Excel workbook is stored in a cloud-based location, such as
Microsoft SharePoint, and you (or someone else for that matter!)
makes a real mess of your workbook, you can restore it to an
unspoiled version. How cool is that? For more information about
restoring to a previous version of a file, go to: Restore a previous
version of a file without unwanted changes

Convert a workbook to a newer version

When a workbook has been saved as an Excel 97-2003 version, some of the commands
on the ribbon are disabled (grayed out) and cannot be used. For example, you can’t use
any of the cool new charts, sparklines (which are a type of mini chart), or slicers and
timelines in Pivot Tables. These fantastic topics are covered in later modules or in the
Excel Expert course.
It’s important to note, however, that sometimes it’s necessary to save a workbook as an
older version for individuals who are using an older version of Excel.
• From File, select Convert.
• A pop-up message will appear checking if you wish to proceed with the upgrade.
• Select Yes to continue.

Additional information
For more information about saving workbooks in alternate formats, go
to: Save a workbook in another file format

Activity: Discuss and learn

The teacher will open an Excel workbook in the 97-2003 format and a newer version to
discuss the differences between .xls and .xlsx workbooks.

24
 Introduction

Resources required
You’ll need the following resources for this activity:
• Open L2_T2_act_membership_summary.xlsx in this lesson’s Learning Activity
Resources.
• Open L2_T2_act_membership_summary.xls in this lesson’s Learning Activity
Resources.

Activity instructions
Follow the teacher’s demonstration. Be prepared to ask and answer questions.
1. Open L2_T2_act_membership_summary.xls and
L2_T2_act_membership_summary.xlsx.
2. Compare both versions and observe any differences.
3. Answer/ask questions.
4. Close both workbooks.

Try-it: Save workbooks

In this try-it, you’ll save a workbook in various formats. Try-It 1 will cover saving a
workbook with a different name. At Munson’s Pickles and Preserves Farm, the preferred
naming style is to use underscores instead of spaces or dashes within the filename. Try-
It 2 will cover converting older files into a newer version, and Try-It 3 will cover
exporting a file to PDF, which is Munson’s preferred file type for sending workbooks as
an email.

Try-it: 1
Save an existing workbook with a different name.

Resources
You’ll need the following resources for this activity:
• Open L2_T2_try1_Jan_June_starter.xlsx in this lesson’s Learning Activity Resources.

Instructions
The following are the general tasks that you need to perform during this try-it:
1. Open L2_T2_try1_Jan_June_starter.xlsx.
2. Save as Jan_June_Summary_plus your initials.xlsx in the lesson’s Learning Activity
Resources folder.

25
 Introduction

Try-it: 2
Convert an older version workbook into a new version file.

Resources
You’ll need the following resources for this activity:
• Open L2_T2_try2_sales_starter.xls in this lesson’s Learning Activity Resources.

Instructions
The following are the general tasks that you need to perform during this try-it:
1. Open L2_T2_try2_sales_starter.xls.
2. Convert to a newer version of Excel.
3. Then save the file using the same name plus your initials.

Try-it: 3
Export an existing workbook to PDF so that it cannot be easily edited. When worksheets
are emailed outside of Munson’s, it is preferred that they are sent as a PDF.

Resources
You’ll need the following resources for this activity:
• Open L2_T2_try3_Jan-June_starter.xlsx in this lesson’s Learning Activity Resources.

Instructions
The following are the general tasks that you need to perform during this try-it:
1. Open L2_T2_try3_Jan-June_starter.xlsx in this lesson’s Learning Activity Resources.
2. Export to PDF with the name Jan_June_Summary plus your initials.
3. Ensure that any print areas are ignored and that all document properties are not
included before publishing to PDF.

Additional information
For more information about saving workbooks in alternate formats, go
to: Save a workbook as a template

26
 Introduction

Wrap-up
Now that you have learned how to enter data and save workbooks in alternate formats,
ask your neighbor if they can think of any way that they might be able to use Excel at
home or at school. Use these questions to check your understanding of what you
learned in this lesson:
1. Select the ______ next to the formula bar to complete a data entry into a cell and
remain in the same cell.
Fill in the blank.
2. Which format can a workbook be saved in?
Select all that apply.
a. .xlsx
b. .xlxs
c. .xls
d. .xlsm
3. Which statement is true?
Select all that apply.
a. There is no difference between using Convert or using Save As to upgrade a
workbook to the latest version of Excel.
b. Converting a file replaces the old-version file with a new-version file, leaving one
copy.
c. When a file is converted, you’ll be able to use the full functionality of Excel.
d. A file saved in an older version of Excel cannot be opened in Excel 2019.
4. The ______ key moves one cell position to the right of the currently selected cell.
Fill in the blank.

27
 Introduction

Lesson 3: Navigating and filling

cells
Overview
In this lesson, you’ll learn how to navigate to named cells, ranges, and other workbook
objects, and how to search for data and use AutoFill to fill cell contents automatically.
Sometimes, you inherit a workbook containing special formatting, formulas, named
ranges, cells, or tables, all of which might not be obvious. Being able to familiarize
yourself with everything that a workbook contains will help save time in future and help
you understand the data better.

Warm-up
Continue the discussion that you had with your classmates during the last lesson: What
career do you think you might choose in your future? How do you imagine Excel might
be used in your work?
Now use these questions to find out what you already know about this lesson’s topics:
1. The box directly under the ribbon, on the left side of the screen, is known as the
__________________________________ box.
Fill the blank space.
2. What is the keyboard shortcut key to go to elements of a workbook?
Select all that apply.
a. Ctrl+E
b. Ctrl+F
c. Ctrl+G
d. F5

28
 Introduction

3. If cell A1 contained the number 1 and you used AutoFill to fill the cells automatically
down to A20, what number would be in cell A20?
Select the correct option.
a. 20
b. 10
c. 2
d. 1
4. If cell A1 contained January and you used AutoFill to fill the cells automatically
across to L1, the contents of L1 would be ______.
Fill the blank space.
5. The Find command is located on the Find & ______ button on the Home tab.
Fill the blank space.
6. What is the keyboard shortcut key to search for data in a workbook?
Select the correct option.
a. Ctrl+E
b. Ctrl+F
c. Ctrl+G
d. F5

Topic 1: Navigate to named cells,

ranges, or workbook elements
Did you know that a workbook can contain hidden information? Not everything on
display is obvious.
Every cell in Excel has a unique reference, that is, A1, B1, C1, and others. However, you
can apply a name of your own choice to cells, ranges of data, and tables. All this will be
covered in more detail later in the course. In this lesson, you’ll learn how to quickly go to
named cells, ranges, or tables by using the Name Box and the Go To command. The Go
To command can also highlight workbook elements, such as formulas and conditional
formatting. Again, this will be covered in more detail later in the course.

Navigate to a named cell, range, or table

29
 Introduction

Navigate to a named cell, range, or table

Enter any cell reference into the Name Box and select Enter, and you’ll navigate there.
However, if a workbook contains a named item, you can use the Name Box to jump
there also.
1. Select the drop-down button on the Name Box. (The Name Box is directly beneath
the ribbon, on the left side of the screen.)
2. Select the name of the item you wish to jump to from the list.
Or
1. From the Find & Select command on the Home tab, select Go To (Ctrl+G or F5) to
open the Go To dialog box.
2. Select the item you wish to jump to and select OK.

Display workbook elements

• Select Find & Select on the Home tab, and then select Go To Special.
Or
1. Select Ctrl+G or F5 and select Special.
2. Select the item to display, and select OK.

Figure 4. Go To Special dialog box

30
 Introduction

Additional information
To review the article on navigating to named ranges, go to: Find
named ranges
To review the article on finding cells that meet specific conditions, go
to: Find and select cells that meet specific conditions

Did you know?

You can use the Name Box to jump to any cell within a workbook.
Enter your initials, your age, and your shoe size into the box and
select Enter, that is, DML168 and that’s where you’ll jump! What
about the initials of your favorite pop music group and the year you
first discovered their music? Or your favorite film and the year it was
produced?

Activity: Tell a story

The teacher will open L3_T1_act_summary.xlsx and ask how to find named cells or cells
that have special formatting applied, such as conditional formatting, or any cells that
contain formulas. Don’t worry about what conditional formatting is, because that will be
covered in more detail later in the course. If you take the expert course, you’ll learn
more there.

Additional information
If you decide that you can’t wait to find out more about conditional
formatting, check out this link: Use conditional formatting to highlight
information
If you would like to discover more about named ranges, go to: Create
a named range from selected cells in a worksheet
Formulas are coming soon in this course, but if you want to check out
formulas in advance, go to: Overview of formulas in Excel

31
 Introduction

Resources required
You’ll need the following resources for this activity:
• Open L3_T1_act_summary.xlsx in this lesson’s Learning Activity Resources.

Activity instructions
The following are the steps that you need to perform during this activity:
1. Open L3_T1_act_summary.xlsx and follow along with the teacher.
2. Offer suggestions on how to find any conditional formatting contained within the
worksheet.

Try-it: Navigate to named cells, ranges, or

workbook elements
You have inherited a workbook containing named ranges and want to familiarize
yourself with the workbook components. Try-It 1 will cover navigating to a named cell.
Try-It 2 will navigate to a table, and Try-It 3 will highlight cells on screen that contain
formulas.

Try-it 1
Locate a named cell.

Resources
You’ll need the following resources for this activity:
• Open L3_T1_try1_summary_starter.xlsx in this lesson’s Learning Activity Resources.

Instructions
The following are the general tasks that you must perform during this try-it:
1. Open L3_T1_try1_summary_starter.xlsx.
2. Locate the cell named Total_New_Members.
3. Compare the value with your elbow partner(s). It can be tricky to find the selected
cell, so make sure that everyone is finding the selected cell.

32
 Introduction

Try-it 2
Locate a named table.

Resources
You’ll need the following resources for this activity:
• Open L3_T1_try2_summary_starter.xlsx in this lesson’s Learning Activity Resources.

Instructions
The following are the general tasks that you need to perform during this try-it:
1. Open L3_T1_try2_summary_starter.xlsx.
2. Locate the table named Jan_June.
3. Do you recognize what just occurred? If not, ask your elbow partner(s) to check if
they know.

Try-it 3
Highlight cells containing a formula.

Resources
You’ll need the following resources for this activity:
• Open L3_T1_try3_summary_starter.xlsx in this lesson’s Learning Activity Resources.

Instructions
The following are the general tasks that you must perform during this try-it:
1. Open L3_T1_try3_summary_starter.xlsx.
2. Go to the Membership Summary sheet.
3. Use a shortcut key or command to highlight any cells containing a formula.
4. Make a list of any column or row containing formulas.
5. Check with your elbow partner(s) to check if you have noted the correct columns and
rows.

33
 Introduction

Topic 2: Search for data

Imagine a huge list of data where you had to find data quickly and easily. Well,
guess what? Excel has a command that does exactly that! You can even find data and
replace it with different data, and you can find formatting and replace it with different
formatting. If it wasn’t for these fantastic tools, you would have to do it manually. This
way, you’ll have more time for doing fun stuff!

Find data in a workbook

1. From the Home tab Editing group, select Find & Select.
2. Select Find (or Ctrl+F).
3. Enter whatever you need to find in the Find what box.
4. Select Options to expand the dialog box and set further search criteria. For example,
you can search for uppercase text only or match entire cell contents.
5. Select Find Next to jump to the first entry that has been found.
6. Select Find Next again to work through any entries that match your search criteria
one by one.
Alternatively, select Find All to have all the entries that match your search criteria in a
list. You can then use the list to jump to any specific entry that you need to find.

Figure 5. Find dialog box

34
 Introduction

If you have expanded the dialog box to set more options:

1. Select the drop-down arrow next to Within to search the current sheet or the entire
workbook.
2. Select the drop-down arrow next to Search to search by row or column.
3. From the drop-down next to Look in, you can look in formulas, values, notes, or
comments.
4. Check Match case to find items that match the case you have entered in the Find
what box.
5. Check Match entire cell contents to ignore cells that have partial match (for
example, if you searched for apple, it would ignore apples.
6. Select Format to search for specific types of formatting. This will open the Format
Cells dialog box. Set the formatting to search for in the dialog box and select OK.

Replace data in a workbook

1. From the Home tab Editing group, select Find & Select.
2. Select Replace (or Ctrl+H).
3. Or select Find and switch to the Replace tab.
4. Enter whatever you need to find in the Find what box.
5. Enter whatever you need to replace it with in the Replace with box.
6. Select Options to expand the dialog box and add further criteria as described
previously.
7. Select Replace and repeat as necessary to replace all entries that match your criteria
one by one, or select Replace All to replace all entries in one action.
If you have used the Find or Replace to for formatting, select the drop-down arrow
against Format to clear the set formatting if necessary.

35
 Introduction

Figure 6. Replace dialog box

Additional information
For more information about finding and replacing data, go to: Find or
replace text and numbers on a worksheet

Activity: Show and tell

Is it possible to replace blank cells with 0?

Resources required
You’ll need the following resources for this activity:
• Open L3_T2_act_summary.xlsx in this lesson’s Learning Activity Resources.

Activity instructions
The following are the steps that you must perform during this activity:
1. Open L3_T2_act_summary.xlsx and observe the empty cells contained in the table
on the Membership Summary sheet.
2. Follow the teacher’s demonstration. Be prepared to ask and answer questions.

36
 Introduction

Try-it: Search for data

In this try-it, you’ll use the Find and Replace tool to find data and replace it with
different data. Try-It 1 will replace text and Try-It 2 will replace formatting.

Try-it 1
Find text within a workbook and replace with different text.

Resources
You’ll need the following resources for this activity:
• Open L3_T2_try1_summary_starter.xlsx in this lesson’s Learning Activity Resources.

Instructions
The following are the general tasks that you must perform during this try-it:
1. Open L3_T2_try1_summary_starter.xlsx.
2. Replace every entry of the word Junior with Child in the entire workbook.
3. Save the workbook as the same name plus your initials.

Try-it 2
Find specific formatting within a workbook and replace with different formatting.

Resources
You’ll need the following resources for this activity:
• Open L3_T2_try2_summary_starter.xlsx in this lesson’s Learning Activity Resources.

Instructions
The following are the general tasks that you need to perform during this try-it:
1. Open L3_T2_try2_summary_starter.xlsx.
2. Replace every cell with Arial font to Cambria, size 11 in the entire workbook.
3. Save the workbook as the same name plus your initials.

37
 Introduction

Topic 3: Use the AutoFill feature

AutoFill allows you to copy entries from the active cell to adjacent cells sequentially
or by repeating the entry. For example, you might wish to enter the months of the year
in your worksheet. You can enter any month and then use AutoFill to complete the rest.

AutoFill using a pointer device

1. Select the cell(s) to be sequentially copied.
2. Position the pointer at the bottom right corner of the cell(s). The pointer will change
to a small black cross.
3. Select and drag over the cells required.
4. Release the pointer to complete the action.
5. An AutoFill Options button is displayed in the corner of the filled data.
6. Select a tag to change the fill to another option; for example, you might wish to copy
the data rather than fill a data series.

Figure 7. AutoFill Options

Did you know?

Years ago, there were no fill options when you filled data in Excel. You
had to select more than one cell to make a sequence, or you had to
use the Ctrl key while filling. Why not experiment with dates or
numbers?

38
 Introduction

AutoFill using the Fill command

1. Select the range that you want to fill, including the cell to copy from.
2. From the Home tab, select Fill from the Editing group.
3. Select a direction to fill from the submenu, and the range will contain the same entry
as that of the active cell.
Or
1. Select Series… to fill the range with a sequential pattern of numbers, that is, from 1
to 5.
2. Select Justify for all the filled data to fit across the width of the cells selected.
3. Select Flash Fill when you want Excel to help you extract data from cells.

Figure 8. Fill Options from the Home tab

AutoFill a series of numbers with a pointing device

Select the first two values or the number of cells required for Excel to recognize the
sequence, and then drag them together to the adjacent cells.
Excel recognizes the sequence and completes the cells in the sequence you have set,
such as 2, 4, 6, 8…., or 1 April, 8 April, 15 April.

Additional information
For more information about filling cells automatically, go to:
Automatically number rows

39
 Introduction

Activity: Guess and tell

Teacher will demonstrate using AutoFill and then ask you to guess what will be filled
automatically, using various data examples.

Resources required
You’ll need the following resources for this activity:
• New blank workbook for experimenting with different AutoFill options.

Activity instructions
The following are the steps that you must perform during this activity:
1. Open a new blank workbook or create a new sheet in any open workbook.
2. Suggest answers to the teacher’s questions.

Try-it: AutoFill
This try-it will give you a chance to practice using AutoFill to automatically fill cells
so that you are equipped with different techiques that you can show to the other interns
and use to enter sequential data into worksheets in the future.

Try-it: 1
Use AutoFill to enter months.

Resources
You’ll need the following resources for this activity:
• Open a new workbook.

Instructions
The following are the general tasks that you must perform during this try-it:
1. Open a new blank workbook.
2. Enter Jan in cell A1 and Mon in B2.
3. Fill both cells down to row 20.
4. If the contents of A20 is not Aug and the contents of B20 is not Sat, try it again.
5. Save the file as Fill_Months_Days plus your initials in the Learning Resource folder.

40
 Introduction

Try-it: 2
Use AutoFill to enter sequential numbers.

Resources
You’ll need the following resources for this activity:
• Open a new blank workbook.

Instructions
The following are the general tasks that you need to perform during this try-it:
1. Open a new blank workbook.
2. Enter 5 into A1 and 10 into A2.
3. Fill the cells down to A20 so that they automatically are incremented by 5.
4. Enter 7 into B1 and 14 into B2.
5. Fill the cells down to B20 so that they automatically are incremented by 7.
6. The contents of A20 should be 100 and the contents of B20 should be 140. If not,
try again.
7. Save the file as Fill_Numbers plus your initials in the Learning Resource folder.

Try-it: 3
Use AutoFill to enter sequential dates.

Resources
You’ll need the following resources for this activity:
• Open a blank workbook.

Instructions
The following are the general tasks that you must perform during this try-it:
1. Open a new blank workbook.
2. Enter the current date in cell A1.
3. Enter the date in 7 days’ time in B1.
4. Fill the dates across to J1 so that they automatically are incremented by 7 days.
5. Enter the current date into cell A2.
6. Enter the date in thirty days’ time in B2.

41
 Introduction

7. Fill across to J2 so that each cell increments by one month.

8. Save the file as Fill_Dates plus your initials in the Learning Resource folder.

Additional information
You can create your own custom list that you can use with AutoFill. For further
information, go to: Create or delete a custom list for sorting and filling data
Flash Fill is an option within AutoFill options that has not been covered in this module.
For further information on Flash Fill, go to Using Flash Fill in Excel

Wrap-up
Turn to a neighbor and share the favorite thing that you learned about AutoFill or
anything else covered in the module. Be prepared to share with the class. Then use
these questions to check what you learned in this lesson:
1. When a cell or range has a defined name, what is that known as?
Select all that apply.
a. Range
b. Named range
c. Named cell
d. Defined cell
2. Which of the following shortcuts can you use to highlight cells containing formulas?
Select all that apply.
a. F5
b. F6
c. F4
d. Ctrl+G
3. If you used AutoFill to fill Quarter 1 into cell A1 down to A5, what would the
contents of A5 contain?
Select the correct option.
a. Quarter 5
b. Quarter 3
c. Quarter 4
d. Quarter 1

42
 Introduction

4. If you used AutoFill to fill Jan from cell A1 across to L1, which of the following
AutoFill options will be available to select?
Select all that apply.
a. Copy cells
b. Fill formatting only
c. Fill without formatting
d. Fill months
5. You can use the Replace feature to find specific formatting and replace with
different formatting. True or false?
a. True
b. False
6. Which is the correct shortcut to access the Replace feature?
Select the correct option.
a. Ctrl+G
b. Ctrl+H
c. Ctrl+R
d. Ctrl+I
Note: If you have any concerns about any topics covered in this module, ask your
teacher for assistance.

43
 Introduction

Glossary
Backstage Accessed via File tab. Here you can save, save as, print, open, check
file info, export to PDF, and other tasks.

Template A master file that can be used to create new files.

AutoFill A tool that allows you to automatically fill cell contents based on the
starting content.

Named Range A cell or range with a defined name applied. This topic will be
covered in detail in a later module.

Go To A tool that helps you navigate to specific cells, ranges, elements, or

cells with special attributes such as formulas and conditional
formatting.

Conditional Special formatting applied to cells to display various criteria. This

Formatting topic will be covered in detail in a later module.

44
 Introduction

Cornerstone
Overview
In this Cornerstone, you’ll edit two workbooks, which will include finding data, filling
cells automatically with AutoFill, navigating to workbook elements and saving in
alternate formats. Using these tools will not only save you time in the future but also
help prepare you for the next module in this course.

Objectives
Cornerstone objectives MOS Exam objective(s)

Use AutoFill to automatically fill data into • 2.1.2: Fill cells by using Auto Fill
cells

Save workbooks in alternate formats • 1.5.2: Save workbooks in

alternative file formats

Search for data • 1.2.1 Search for data within a

workbook

Navigate to named cells, ranges, or • 1.2.2 Navigate to named cells,

workbook elements ranges, or workbook elements

Table 2: Cornerstone objectives

Duration
50 minutes

Instructions
1. Complete the tasks for each file.
2. When saving your file, add your name to the end of the filename, for example:
Cornerstone_Mod1_Dwayne_Espino. Follow your teacher’s directions for where to
save your files.
3. Refer to the thumbnail image provided to observe how your project should generally
appear.

45
 Introduction

4. When you’re done with the Cornerstone, assess your completion and enter the
points you think you earned within the task lists below. You can request help from
your teacher if required.

Tasks
You will work with two files in this Cornerstone. The following are the tasks you must
perform within each file.

File 1: Cornerstone_Starter.xlsx

Task: AutoFill (2 points)

1. Enter Qtr1 in cell B1 on the Produce sheet. (1 point)
2. Use AutoFill to fill all four quarters of the year to cell E1. (1 point) (Exam objective
2.1.2)
Points scored: _____________________________________ / 2

Task: Edit cell contents (1 point)

• Edit the contents of cell E7 to the value of 6694 (1 point)
Points scored: _____________________________________ / 1

Task: Locate named cell (2 points)

1. Locate the named cell Total. (1 point) (Exam objective 1.2.2)
2. Enter the contents of the named cell into cell A2 of the Summary sheet. (1 point)
Points scored: ______________________________________ / 2

Task: Find and Replace (2 points)

• Find every cell with an Arial font and replace with the Cambria font in the entire
workbook. (2 points) (Exam objective 1.2.1)
Points scored: ______________________________________ / 2

Task: Save as PDF (2 points)

• Export the entire workbook as a PDF with the name Cornerstone_Mod1_Plus your
name in this lesson’s Learning Activity Resources folder. (2 points) (Exam objective
1.2.1)
Points scored: ______________________________________ / 2
FILE 1 TOTAL POINTS: _______________________________/9

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 Introduction

File 2: Cornerstone2_starter.xls

Task: Find and replace (2 points)

• Replace every entry of corn with sweetcorn in the entire workbook. (2 points) (Exam
objective 1.2.1)
Points scored: _____________________________________ / 2

Task: Navigate (4 points)

1. Navigate to the range named W_S_Total.(1 point) (Exam objective 1.2.2)
2. Enter the number it contains into cell J1 on the All Year sheet. (1 point)
3. Navigate to the range named S_A_Total.(1 point) (Exam objective 1.2.2)
4. Enter the number it contains into cell J2 on the All Year sheet. (1 point)
Points scored: _____________________________________ / 4

Task: Edit cell contents (1 point)

• Edit the text in cell E80 on the Winter-Spring sheet to Winter-Spring Total. (1
point)
Points scored: _____________________________________ / 1

Task: Convert file (2 point)

• Convert the file to the newest version of Excel and then save the file as
Cornerstone2_Mod1_plus your name. (2 points) (Exam objective 1.2.1)
Points scored: ____________________________________ / 2
FILE 2 TOTAL POINTS: _____________________________/9

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 Introduction

Thumbnail image
Your finished project should appear similar to this image.
Solution 1:
The Summary sheet contains 159,863 centered in cell A2.

The Produce sheet contains the text Qtr1 in cell B1, Qtr2 in cell C2, Qtr3 in cell D2, and
Qtr4 in cell E2.

Solution 2:
(This workbook contains a lot of data that will not reproduce well as a screen shot.)

48