Excel Self-Assessment Tool
This tool is designed to help place you in a class appropriate to your skill level.
Self-Assessment Instructions:
- Read each item and click a checkbox for each row.
- At the end of each section, enter the total number of checked boxes for each column.
- Calculate subtotals at the end of each section to determine total points.
- Transfer your points from each level to the Excel Class Recommendations form on page 7.
Your Name:
excel Basics Level 1
Working with Cells / Proficient / Can do with Help / Cannot Do
Enter data into cells / ☐ / ☐ / ☐
Change fonts / ☐ / ☐ / ☐
Align text / ☐ / ☐ / ☐
Select all cells in worksheet / ☐ / ☐ / ☐
Change column width / ☐ / ☐ / ☐
Change row width / ☐ / ☐ / ☐
Change/ add fill color / ☐ / ☐ / ☐
Move the contents of a cell / ☐ / ☐ / ☐
Copy the contents of a cell / ☐ / ☐ / ☐
Working with Worksheets/ Workbooks / Proficient / Can do with Help / Cannot Do
Change the sheet order / ☐ / ☐ / ☐
Insert and delete worksheets/ tabs / ☐ / ☐ / ☐
Re-name a sheet tab / ☐ / ☐ / ☐
Change the color of a sheet tab / ☐ / ☐ / ☐
Find and open Excel / ☐ / ☐ / ☐
Save a workbook / ☐ / ☐ / ☐
Save a workbook under a new name / ☐ / ☐ / ☐
Open an existing workbook / ☐ / ☐ / ☐
Close a workbook / ☐ / ☐ / ☐
Check spelling / ☐ / ☐ / ☐
Quit Excel / ☐ / ☐ / ☐
Basic Excel Level 1 Subtotals: / __ x 1 = / __ x .5 = / __ x 0 =
Calculate Basic Excel Level 1 Points: / __ / __ / __
excel Basics Level 2
Working with Cells / Proficient / Can do with Help / Cannot Do
Format data within cells / ☐ / ☐ / ☐
Use AutoFill to create a series / ☐ / ☐ / ☐
Merge and Center text / ☐ / ☐ / ☐
Wrap text / ☐ / ☐ / ☐
Merge and Split cells / ☐ / ☐ / ☐
Add borders / ☐ / ☐ / ☐
Working with Worksheets /Workbooks / Proficient / Can do with Help / Cannot Do
Copy or move a sheet in an existing workbook / ☐ / ☐ / ☐
Copy or move a sheet into a new workbook / ☐ / ☐ / ☐
Add headers and footers to a sheet / ☐ / ☐ / ☐
Use the find feature / ☐ / ☐ / ☐
Add comments / ☐ / ☐ / ☐
View, Page Layout AND Printing / Proficient / Can do with Help / Cannot Do
Adjust margins / ☐ / ☐ / ☐
Change page orientation / ☐ / ☐ / ☐
Set Print area / ☐ / ☐ / ☐
Undo/ clear print area / ☐ / ☐ / ☐
Scale to fit a page / ☐ / ☐ / ☐
Change workbook views / ☐ / ☐ / ☐
Toggle headings, gridlines and rulers / ☐ / ☐ / ☐
Zoom to selection / ☐ / ☐ / ☐
Change page zoom / ☐ / ☐ / ☐
Preview worksheet before printing / ☐ / ☐ / ☐
Print multiple copies of worksheet/workbook / ☐ / ☐ / ☐
Print multiple pages per sheet / ☐ / ☐ / ☐
Sort and Filtering
Proficient / Can do with Help / Cannot Do
Sort data / ☐ / ☐ / ☐
Use a filter / ☐ / ☐ / ☐
Excel Basics Level 2 Subtotals: / __ x 1 = / __ x .5 = / __ x 0 =
Calculate Excel Basics Level 2 Points: / __ / __ / __
Excel Basics Level 3
View, Page Layout and Printing
Proficient / Can do with Help / Cannot Do
Print header rows on multiple sheets
(print titles) / ☐ / ☐ / ☐
Freeze Panes / ☐ / ☐ / ☐
View multiple worksheets simultaneously / ☐ / ☐ / ☐
Split worksheets / ☐ / ☐ / ☐
Hide columns / ☐ / ☐ / ☐
Hide rows / ☐ / ☐ / ☐
Hide worksheets / ☐ / ☐ / ☐
Apply themes / ☐ / ☐ / ☐
Create Custom themes / ☐ / ☐ / ☐
Sort and Filtering
Proficient / Can do with Help / Cannot Do
Complex Sort / ☐ / ☐ / ☐
Create a complex or advanced filter / ☐ / ☐ / ☐
Protecting the Worksheet/workbook
Sharing worksheets / ☐ / ☐ / ☐
Password protecting cells / ☐ / ☐ / ☐
Password protecting worksheets / ☐ / ☐ / ☐
Protecting the Worksheet/workbook
Proficient / Can do with Help / Cannot Do
Hidden formulas / ☐ / ☐ / ☐
Sharing worksheets / ☐ / ☐ / ☐
Excel Basics Level 3 Subtotals: / __ x 1 = / __ x .5 = / __ x 0 =
Calculate Excel Advance Basics Level 3 Points: / __ / __ / __
Intermediate Excel Level 4
Charts and Graphs
Proficient / Can do with Help / Cannot Do
Create a chart / ☐ / ☐ / ☐
Change colors of chart parts / ☐ / ☐ / ☐
Change the title on a chart / ☐ / ☐ / ☐
Update the data in an existing chart / ☐ / ☐ / ☐
Change the data range displayed in a chart / ☐ / ☐ / ☐
Switch chart from displaying data by rows to columns / ☐ / ☐ / ☐
Describe chart types / ☐ / ☐ / ☐
Change chart type / ☐ / ☐ / ☐
Delete a chart / ☐ / ☐ / ☐
Move a chart from displaying in the sheet with data to its own sheet / ☐ / ☐ / ☐
dATA tAB
Proficient / Can do with Help / Cannot Do
Subtotal feature / ☐ / ☐ / ☐
Use the Text to Columns function to covert one column to multiple columns automatically / ☐ / ☐ / ☐
creating workbooks using templates
Proficient / Can do with Help / Cannot Do
Create a workbook from a template / ☐ / ☐ / ☐
Create a custom template / ☐ / ☐ / ☐
Intermediate Excel Level 4 Subtotals: / __ x 1 = / __ x .5 = / __ x 0 =
Calculate Intermediate Excel Level 4 Points: / __ / __ / __
Basic Formulas Level 5
Formulas
Proficient / Can do with Help / Cannot Do
Enter a formula / ☐ / ☐ / ☐
Copy formulas / ☐ / ☐ / ☐
Understand the symbols for basic calculations in Excel / ☐ / ☐ / ☐
Describe the difference between Relative and Absolute values / ☐ / ☐ / ☐
Apply conditional formatting / ☐ / ☐ / ☐
Understand basic math problems / ☐ / ☐ / ☐
Understand how and when to use the different types of operators (math, comparison, concatenation, reference) / ☐ / ☐ / ☐
Understand calculation order when building formulas / ☐ / ☐ / ☐
Enter a formula that calculates across worksheets / ☐ / ☐ / ☐
Hidden Formulas / ☐ / ☐ / ☐
Excel Basic Formulas Level 5 Subtotals: / __ x 1 = / __ x .5 = / __ x 0 =
Calculate Excel Basic Formulas Level 5 Points: / __ / __ / __
Formulas and Functions Level 6
Formulas
Resolve formula errors / ☐ / ☐ / ☐
Functions
Proficient / Can do with Help / Cannot Do
Lookup functions using function library / ☐ / ☐ / ☐
Insert a built-in function / ☐ / ☐ / ☐
Use Concatenation to combine 2 or more columns / ☐ / ☐ / ☐
Remove Duplicates / ☐ / ☐ / ☐
Group / Ungroup / ☐ / ☐ / ☐
Convert Text to Columns / ☐ / ☐ / ☐
Understand and build simple IF statements / ☐ / ☐ / ☐
Create a basic VLOOKUP / ☐ / ☐ / ☐
Create a VLOOKUP with a formula / ☐ / ☐ / ☐
Formulas and Functions Level 6 Subtotals: / __ x 1 = / __ x .5 = / __ x 0 =
Calculate Formulas and Functions Level 6 Points: / __ / __ / __
Basic Macros Level 7
Macros
Proficient / Can do with Help / Cannot Do
Create a basic macro / ☐ / ☐ / ☐
Enable secure content / ☐ / ☐ / ☐
Enable Developer tab / ☐ / ☐ / ☐
Troubleshoot a basic macro / ☐ / ☐ / ☐
Basic Macros Level 7 Subtotals: / __ x 1 = / __ x .5 = / __ x 0 =
Calculate Basic Macros Level 7 Points: / __ / __ / __
PivotTables and Charts Level 8
PivoTTables
Proficient / Can do with Help / Cannot Do
Create a PivotTable / ☐ / ☐ / ☐
Perform calculations using PivotTables / ☐ / ☐ / ☐
Edit a PivotTable / ☐ / ☐ / ☐
PIVOT CHARTS
Proficient / Can do with Help / Cannot Do
Create PivotCharts / ☐ / ☐ / ☐
Edit PivotCharts / ☐ / ☐ / ☐
Create PivotChart with formulas / ☐ / ☐ / ☐
PivotTables and Charts Level 8 Subtotals: / __ x 1 = / __ x .5 = / __ x 0 =
Calculate PivotTables and Charts Level 8 Points: / __ / __ / __
Advanced Macros Level 9
Macros
Proficient / Can do with Help / Cannot Do
Working with advanced macro errors / ☐ / ☐ / ☐
Understand Visual Basic / ☐ / ☐ / ☐
Edit a macro using Visual Basic / ☐ / ☐ / ☐
Advance Macros Level 9 Subtotals: / __ x 1 = / __ x .5 = / __ x 0 =
Calculate Advance Macros Level 9 Points: / __ / __ / __
Page 7
Excel Class Recommendations Form **Step 1.
Enter your points for each level in the table below.
Excel Basics Level 1 / Excel Basics Level 2 / Excel Basics Level 3 / Intermediate Excel (Level 4) / Basic Formulas (Level 5) / Formulas and Functions (Level 6) / Basic Macros (Level 7) / PivotTables and Charts (Level 8 ) / Advanced Macros
(Level 9)
__ / __ / __ / __ / __ / __ / __ / __ / __
Step 2.
Review the relevant point range for each level and review class recommendations.
Class Name / Points Range / Class Recommendations
Excel Basics Level 1 / 1 – 16 / Register for Excel Basics Level 1
17 – 20 / Register for Excel Basics Level 2
Excel Basics Level 2 / 1-20 / Register for Excel Basics Level 2
20-25 / Register for Excel Basics Level 3
Excel Basics Level 3 / 1-10 / Register for Excel Basics Level 3
11-16 / Register for Intermediate Excel
Intermediate Excel / 1-9 / Register for Intermediate Excel
10-14 / Register for Basic Formulas
Basic Formulas / 1-7 / Register for Basic Formulas
8-10 / Register for Formulas & Functions
Formulas and Functions / 1-7 / Register for Formulas & Functions
8-10 / Register for Basic Macros
Basic Macros / 1-3 / Register for Basic Macros
4 / Register for Advanced Macros
PivotTables and Charts / 1-5 / Register for PivotTables and Charts
5-8 / --
Advanced Macros / 1-3 / Register for Advanced Macros
4 / --
** After taking each class, we recommend re-taking the assessment to see how your skills have advanced.
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