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Excel®™ Assessment Form

First Name

Last Name

How Can We Reach You

Contact Number

Organization / Department

What version of Microsoft Office are you using? (we do not instruct with versions older than 2016)

Office 2016 Professional

Office 2019

Office 2021

Office 365

Can you open existing Excel files, save and navigate to Workbooks?

Yes

No

Can you customize the user interface?

Yes

No

Can you create workbooks – new and from templates?

Yes

No

Do you understand the Ribbon, mini toolbar, contextual tabs?

Yes

No

Can you navigate in a spreadsheet / workbook?

Yes

No

Have you used autofill and autocomplete?

Yes

No

Can you copy, paste, special paste, edit data?

Yes

No

Can you select data, add columns and rows, resize cells, add sheets?

Yes

No

Can you create the following formulas: SUM, MIN, MAX, AVG, COUNT, COUNTA?

Yes

No

Have you created IF, AND, OR logical functions?

Yes

No

Have you created DATE functions? (NOW, TODAY)

Yes

No

Have you created PMT, FV, PV functions?

Yes

No

Can you add, edit, remove comments?

Yes

No

Can you use Format Painter, create & modify styles?

Yes

No

Can you create/format a chart, save chart as a template? (Charts were previously referred to as graphs)

Yes

No

Can you split & freeze panes, use page layout, print preview, add headers/footer?

Yes

No

Do you understand Mathematical Operators?

Yes

No

Have used Relative and Absolute References?

Yes

No

Have used Auto functions? (autosum, max, min, average)

Yes

No

Can you name cells and ranges?

Yes

No

Do you know what an Array Formula is?

Yes

No

Have you created RIGHT, LEFT, MID, LEN, CONCATENATE,"&" functions?

Yes

No

Sort and filtered basic data, create custom filters, use Excel as a database?

Yes

No

Add/format text boxes & WordArt?

Yes

No

Create/modify a table?

Yes

No

Can you consolidate Data, remove duplicates, convert text to columns?

Yes

No

Have you used or created Data Validation?

Yes

No

Can you create Scenarios, use Goal Seek, Solver, Vlookup, and use Slicers?

Yes

No

Can you create a Basic PivotTable, PivotChart?

Yes

No

Can you Track changes, compare two workbooks?

Yes

No

Can you protect a spreadsheet/workbook?

Yes

No

Record a simple macro, edit, run a macro?

Yes

No

Use PowerPivot?

Yes

No

Use Power BI?

Yes

No

Free Text

Computer Knowledge

I am comfortable using a keyboard and mouse

Yes

No

Do you have access to two monitors for training? (Recommended for all levels but Required for Power BI, Pivot Tables, Power Pivot, Dashboards, DAX)

Yes

No

I know how to download an app.

Yes

No

Do you know how to check to ensure your apps are up-to-date?

Yes

No

I know how to test my microphone and camera?

Yes

No

I have used Zoom before.

Yes

No

Additional Information (Optional)

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We are a team of Canadian application/desktop trainers that are united to bring quality training directly to Companies and Individuals in Western Canada.

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