Microsoft Excel Notes
Microsoft Excel Notes
Microsoft Office XP
Microsoft Excel Tutorial
Excel 2003/2002
Lesson 1: Entering Text and Numbers
Deleting Rows
Inserting Columns
Inserting Rows
Creating Borders
Merge and Center
Adding Background Color
Using Auto Format
Saving Your File
Closing Microsoft Excel
Reference Operators
Functions
Typing a Function
Calculating an Average
Calculating Min
Calculating Max
Calculating Count
Filling Cells Automatically
Printing
Print Preview
Saving Your File
Closing Microsoft Excel
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in
This lesson will familiarize you with the Microsoft Excel screen. You will start with
the Title bar, which is located at the very top of the screen. On the Title bar,
Microsoft Excel displays the name of the workbook you are currently using. At the
top of your screen, you should see "Microsoft Excel - Book1" or a similar name.
The Menu Bar
The Menu bar is directly below the Title bar. The menu begins with the word File
and continues with Edit, View, Insert, Format, Tools, Data, Window, and Help. You
use a menu to give instructions to the software. Point with your mouse to a menu
option and click the left mouse button. A drop-down menu opens. You can now use
the left and right arrow keys on your keyboard to move left and right across the
Menu bar. You can use the up and down arrow keys to move up and down the dropdown menu. To choose an option, highlight the item on the drop-down menu and
press Enter. An ellipse after a menu item signifies additional options; if you choose
that option, a dialog box opens.
Do the following exercise, which demonstrates using the Microsoft Excel menu bar.
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Toolbars provide shortcuts to menu commands. Toolbars are generally located just
below the Menu bar. Before proceeding with this lesson, make sure the toolbars you
will use -- Standard and Formatting -- are available. Follow the steps outlined here:
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Worksheets
Microsoft Excel consists of worksheets. Each worksheet contains columns and rows.
The columns are lettered A to IV; the rows are numbered 1 to 65536. The
combination of a column coordinate and a row coordinate make up a cell address.
For example, the cell located in the upper left corner of the worksheet is cell A1,
meaning column A, row 1. Cell E10 is located under column E on row 10. You enter
your data into the cells on the worksheet.
The Formula Bar
Formula Bar
If the Formula bar is turned on, the cell address displays in the Name box on the left
side of the Formula bar. Cell entries display on the right side of the Formula bar.
Before proceeding, make sure the Formula bar is turned on.
1. Point to View, which is located on the Menu bar.
2. Click the left mouse button. A drop-down menu opens. On the drop-down
menu, if Formula Bar has a check mark next to it, the Formula bar is turned
on. Press the Esc key to close the drop-down menu.
3. If Formula Bar does not have a check mark next to it, press the down arrow
key until Formula Bar is highlighted; then press Enter. The Formula bar
should now appear below the toolbars.
4. Note that the current cell address displays on the left side of the Formula bar.
Status Bar
If the Status bar is turned on, it appears at the very bottom of the screen. Before
proceeding, make sure the Status bar is turned on.
1. Point to View, which is located on the Menu bar.
2. Click the left mouse button. A drop-down menu opens.
3. On the drop-down menu, if Status Bar has a check mark next to it, it is turned
on. Press the Esc key to close the drop-down menu.
4. If Status Bar does not have a check mark next to it, press the down arrow key
until Status Bar is highlighted; then press Enter. The Status bar should now
appear at the bottom of the screen.
Notice the word "Ready" on the Status bar at the lower left side of the screen. The
word "Ready" tells you that Excel is in the Ready mode and awaiting your next
command. Other indicators appear on the Status bar in the lower right corner of the
screen. Here are some examples:
The Num Lock key is a toggle key. Pressing it turns the numeric keypad on and off.
You can use the numeric keypad to enter numbers as if you were using a calculator.
The letters "NUM" on the Status bar in the lower right corner of the screen indicate
that the numeric keypad is on.
Press the Num Lock key several times and note how the indicator located on
the Status bar changes.
The Caps Lock key is also a toggle key. Pressing it turns the caps function on and
off. When the caps function is on, your entry appears in capital letters.
Press the Cap Lock key several times and note how the indicator located on
the Status bar changes.
Other functions that appear on the Status bar are Scroll Lock and End. Scroll Lock
and End are also toggle keys. Pressing the key toggles the function between on and
off. Scroll Lock causes the movement keys to move the window without moving the
cell pointer. End lets you jump around the screen. We will discuss both of these later
in more detail.
Make sure the Scroll Lock and End indicators are off and complete the following
exercises.
The F5 function key is the "Go To" key. If you press the F5 key while in the Ready
mode, you are prompted for the cell to which you wish to go. Enter the cell address,
and the cursor jumps to that cell.
1. Press F5. The Go To dialog box opens.
2. Type J3.
3. Press Enter. The cursor should move to cell J3.
Go to -- Ctrl-G
You can also use Ctrl-G to go to a specific cell.
1. Hold down the Ctrl key while you press "g" (Ctrl-g). The Go To dialog box
opens.
2. Type C4.
3. Press Enter. You should now be in cell C4.
Name Box
You can also use the Name box to go to a specific cell.
If you wish to perform a function on a group of cells, you must first select those cells
by highlighting them. To highlight cells A1 to E1:
1. Place the cursor in cell A1.
2. Press the F8 key. This anchors the cursor.
3. Note that "EXT" appears on the Status bar in the lower right corner of the
screen. You are in the Extend mode.
4. Click in cell E7. Cells A1 to E7 should now be highlighted.
5. Press Esc and click anywhere on the worksheet to clear the highlighting.
Alternative Method: Selecting Cells by Dragging
You can also highlight an area by holding down the left mouse button and dragging
the mouse over the area. In addition, you can select noncontiguous areas of the
worksheet by doing the following:
1. Place the cursor in cell A1.
2. Hold down the Ctrl key. Do not release it until you are told. Holding down
the Ctrl key enables you to select noncontiguous areas of the worksheet.
3. Press the left mouse button.
4. While holding down the left mouse button, use the mouse to move from cell
A1 to E7.
5. Continue to hold down the Ctrl key, but release the left mouse button.
6. Using the mouse, place the cursor in cell G8.
7. Press the left mouse button.
8. While holding down the left mouse button, move to cell I17. Release the left
mouse button.
9. Release the Ctrl key. Cells A1 to E7 and cells G8 to I17 are highlighted.
10. Press Esc and click anywhere on the worksheet to remove the highlighting.
Entering Data
In this lesson, you are going to learn how to enter data into your worksheet. First,
you place the cursor in the cell in which you would like to enter data. Then you type
the data and press Enter.
1. Place the cursor in cell A1.
2. Type John Jordan.
3. The Backspace key erases one character at a time. Erase "Jordan" by pressing
the backspace key until Jordan is erased.
4. Press Enter. The name "John" should appear in cell A1.
Editing a Cell
After you enter data into a cell, you can edit it by pressing F2 while you are in the
cell you wish to edit.
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3. Use the backspace key to erase the "s," "e," and "n."
4. Type ker.
5. Press Enter.
Wrapping Text
When you enter text that is too long to fit in a cell into a cell, it overlaps the next
cell. If you do not want it to overlap the next cell you can wrap the text.
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2. Type 100.
3. Press Enter.
The number 100 appears in cell B1 as a numeric value. You can perform
mathematical calculations using this cell entry. Note that by default the number is
right-aligned.
Enter a value:
1. Move the cursor to cell C1.
2. Type '100.
3. Press Enter.
The number 100 appears in cell C1 as a label. Note that by default the cell entry is
left-aligned and a green triangle appears in the upper left corner of the cell.
Smart Tags
When you make an entry that Microsoft Excel believes you may want to change, a
smart tag appears. Smart tags give you the opportunity to make changes easily. Cells
with smart tag in them appear with a green triangle in the upper left corner. When
you place your cursor in the cell, the Trace Error icon appears. Click the Trace Error
icon and options appear. When you made your entry in cell C1 in the previous
section, a smart tag should have appeared.
1. Move to cell C1.
2. Click the Trace Error icon. An options list appears. You can convert the label
to a number, obtain help, ignore the error etc.
Saving a File
This is the end of Lesson1. To save your file:
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The name "Cathy" is aligned with the left side of the cell. You can change the cell
alignment.
In the exercises that follow, you will learn three different methods for bolding,
italicizing, or underlining text in Microsoft Excel. You will learn to bold, italicize,
and underline by using the menu, the icons, and the shortcut keys.
Adding Bold by Using the Menu
1. Type Bold in cell A2.
2. Click the check mark located on the Formula bar. Clicking on the check mark
is similar to pressing Enter.
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Choose Format > Cells from the menu. The Format Cells dialog box opens.
Choose the Font tab.
Click Bold in the Font Style box.
Click OK. The word "Bold" should now be bolded.
4. Click to open the drop-down menu associated with the Underline field.
5. Click Double.
6. Click OK. The cell entry now has a double underline.
Single Accounting
1. Type Underline in cell E2.
2. Click the check mark located on the Formula bar.
3. Choose Format > Cells from the menu. The Format Cells dialog box will
open.
4. Click to open the drop-down menu associated with the Underline field.
5. Click Single Accounting.
6. Click OK. The cell entry now has a single accounting underline.
Double Accounting
1. Type Underline in cell F2.
2. Click the check mark located on the Formula bar.
3. Choose Format > Cells from the menu. The Format Cells dialog box will
open.
4. Click to open the drop-down menu associated with the Underline field.
5. Click Double Accounting.
6. Click OK. The cell entry now has a double accounting underline.
Adding Bold, Underline, and Italic by Using the Menu
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Alternate Method: Adding Bold, Underline, and Italic by Using Shortcut Keys
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1. Click to open the drop-down menu associated with the color field.
2. Click Blue.
3. Click OK. The font color changes to blue.
Alternate Method: Changing the Font Color by Using the Icon
1. Place the cursor in cell A5.
2. Click the down arrow next to the Font Color icon.
Column A is set to a width of 55. You should now be able to see all of the text.
Alternate Method: Changing a Single Column Width by Dragging
You can also change the column width with the cursor.
1. Place the cursor on the line between the B and C column headings. The
cursor should look like the one displayed here, with two arrows.
1. Move your mouse to the right while holding down the left mouse button. The
width indicator appears on the screen.
1. Release the left mouse button when the width indicator shows approximately
40.
Moving to a New Worksheet
In Microsoft Excel, each workbook is made up of several worksheets. Before
moving to the next topic, move to a new worksheet.
1. Click Sheet2 in the lower left corner of the screen.
Choose Tools > Options from the menu. The Options dialog box opens.
Choose the Edit tab.
Make sure there is a check mark in the "Move Selection after Enter" box.
If Down is not selected, click to open the Direction drop-down box. Click
Down.
5. Click OK.
Making Numeric Entries
In Microsoft Excel, you can enter numbers and mathematical formulas into cells.
When a number is entered into a cell, you can perform mathematical calculations
such as addition, subtraction, multiplication, and division. When entering a
mathematical formula, precede the formula with an equal sign. Use the following to
indicate the type of calculation you wish to perform:
+ Addition
- Subtraction
* Multiplication
/ Division
^ Exponential
Performing Mathematical Calculations
The following exercises demonstrate how to perform mathematical calculations.
Addition
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Press F5.
Type D1 in the Reference field.
Press Enter. You should now be in cell D1.
Type 6 in cell D1.
Press Enter.
Type 3 in cell D2.
Press Enter.
Type =D1/D2 in cell D3.
Press Enter. Cell D1 is divided by cell D2 and the result is displayed in cell
D3.
Go to cell F1.
Type 3. Press Enter.
Type 3. Press Enter.
Type 3. Press Enter.
Click the AutoSum button, which is located on the Standard toolbar.
4. Click OK.
Trying Automatic Calculation
Make the changes outlined below and note how Microsoft Excel automatically
recalculates.
1. Move to cell A1.
2. Type 2. Press the Enter key. The results shown in cell A3 have changed. The
number in cell A1 has been added to the number in cell A2 and the results
display in cell A3.
3. Move to cell B1.
4. Type 6.
5. Press the Enter key. The results shown in cell B3 have changed. The number
in cell B1 has been subtracted from the number in cell B2 and the results
display in cell B3.
6. Move to cell C1.
7. Type 4. Press the Enter key. The results shown in cell C3 have changed. The
number in cell C1 has been multiplied by the number in cell C2 and the
results display in cell C3.
8. Move to cell D1.
9. Type 12. Press the Enter key. The results shown in cell D3 have changed.
The number in cell D1 has been divided by the number in cell D2 and the
results display in cell D3.
Formatting Numbers
You can format the numbers you enter into Microsoft Excel. You can add commas to
separate thousands, specify the number of decimal places, place a dollar sign in front
of the number, or display the number as a percent in addition to several other
options.
Before formatting
After formatting
1. Move the cursor to cell A5.
2. Type 1234567.
3. Press Enter.
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1. Press Enter.
Go to cell A7.
Type 1. Press Enter.
Type 1. Press Enter.
Type 1. Press Enter.
Go to cell B7.
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In addition to typing a formula, as you did in Lesson 1, you can also enter formulas
by using Point mode. When you are in Point mode, you can enter a formula either by
clicking on a cell with your mouse or by using the arrow keys.
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Deleting Columns
You can delete columns from your spreadsheet. To delete columns C and D:
1. Click on column C and drag to column D.
1. Choose Edit > Delete from the menu. Rows 1 through 4 are deleted.
2. Click anywhere on the spreadsheet to remove your selection.
Inserting Columns
There will be times when you will need to insert a column or columns into your
spreadsheet. To insert a column:
1. Click on A to select column A.
2. Choose Insert > Columns from the menu. A column is inserted to the right
of column A.
3. Click anywhere on the spreadsheet to remove your selection.
Inserting Rows
You can also insert rows into your spreadsheet:
1. Click on 2 to select row 2.
2. Choose Insert > Rows from the menu. A row is inserted above row 2.
3. Click anywhere on the spreadsheet to remove your selection.
Creating Borders
You can use borders to make entries on your spreadsheet stand out. Accountants
usually place a single underline above a final number and a double underline below.
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2. Select the Top and Double Bottom Border. Cell C7 now has borders.
Merge and Center
You will sometimes want to center a piece of text over several columns. The
following example shows you how.
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Go to cell B1.
Type Sample Spreadsheet.
Click the check mark on the Formula bar.
Select columns B1 to D1.
You can format your data manually or you can use one of Microsoft Excel's many
AutoFormats.
1. Select cells B1 to D7.
2. Choose Format > Auto Format from the menu. Several formats are listed
from which you can choose.
3. Choose the Accounting 2 format.
4. Click OK. Your data is formatted in the Accounting 2 style.
Saving Your File
To save your file:
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reference consists of two cell addresses separated by a colon. The reference A1:A3
includes cells A1, A2, and A3. The reference A1:C3 includes A1, A2, A3, B1, B2,
B3, C1, C2, and C3.
A union reference includes two or more references. A union reference consists of
two or more cell addresses separated by a comma. The reference A7,B8,C9 refers to
cells A7, B8, and C9.
Functions
Microsoft Excel has a set of prewritten formulas called functions. Functions differ
from regular formulas in that you supply the value but not the operators, such as +, -,
*, or /. For example, you can use the SUM function to add. When using a function,
remember the following:
Use an equal sign to begin a formula.
Specify the function name.
Enclose arguments within parentheses.
Use a comma to separate arguments.
Here is an example of a function:
=SUM(2,13,A1,B27)
In this function:
The equal sign begins the function.
SUM is the name of the function.
2, 13, A1, and B27 are the arguments.
Parentheses enclose the arguments.
A comma separates the arguments.
The SUM function adds the arguments together. In the exercises that follow, we will
look at various functions.
Typing a Function
1. Open Microsoft Excel.
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Calculating Max
You can use the MAX function to find the highest number in a series of numbers.
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Note: You can also use the drop-down menu next to the Sum icon to calculate
minimums and maximums.
Calculating Count
You can use the count function to count the number of items in a series.
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Type Sun.
Move to cell B1.
Type Sunday.
Highlight cells A1 to B1.
Bold cells A1 to B1.
Find the small black square in the lower right corner of the highlighted area.
This is called the Fill Handle.
9. Grab the Fill Handle and drag with your mouse to fill cell A1 to B24. Note
how the days of the week fill the cells in a series. Also, note that the Auto Fill
Options icon appears.
2. Grab the Fill Handle and drag with your mouse to highlight cells A1 to A24.
Note that each cell fills using military time.
3. Press Esc and then click anywhere on the worksheet to remove the
highlighting.
To change the format of the time:
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Go to cell E1.
Type Lesson 1.
Grab the Fill Handle and drag with your mouse to highlight cells E1 to E24.
The cells fill in as a series: Lesson 1, Lesson 2, Lesson 3, and so on.
Printing
The simplest way to print is to click the Print icon located on the Standard toolbar.
Dotted lines will appear on your screen after you click the print icon. The dotted
lines indicate the right, left, top, and bottom edges of your printed pages.
Print Preview
There are many print options. You can select print options options in Page Setup or
in Print Preview. In Print Preview, you can see the results of your selections
onscreen. You can use print options to:
Set the size of your margins including your header and footer margins.
Center your spreadsheet horizontally and/or vertically on the page.
If you choose the Header/Footer tab, you can select headers and footers. A header is
text that appears at the top of every page. A footer is text that appears at the bottom
of every page. You can use headers and footers to insert page numbers, dates, and
other information.
To choose a header:
1. Choose the Header/Footer tab.
2. Click the down arrow next to the Header field to open the drop-down box for
the header field.
3. Choose a Header from the list.
To choose a footer:
1. Choose the Header/Footer tab.
2. Click the down arrow next to the Footer field to open the drop-down box for
the Footer field.
3. Choose a Footer from the list.
Click the Custom Header or Custom Footer button to customize your headers and
footers.
Use the Left Section to place your options on the left side of the page, the Center
Section to place your options in the center of the page, and the Right Section to
place your optionds 9on the right side of the page.
The Sheet tab has options that allow you to choose which rows and columns will
repeat at the left and the top of the page. It also has options that allows you to
determine whether gridlines and/or row column headings print
To preview and print your spreadsheet:
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Microsoft Excel
If you are looking for information on Microsoft Excel, our Microsoft Excel tutorial will
provide the help you need to develop your Microsoft Excel skills. It covers entering
data, formatting, cell alignment, fonts, mathematical calculations, functions, and
much more.
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To create the column chart shown above, start by creating the spreadsheet below
exactly as shown.
After you have created the spreadsheet, you are ready to create your chart.
1. Highlight cells A3 to D6. You must highlight all the cells containing the data
you want in your chart. You should also include the data labels.
2. Choose Insert > Chart from the menu.
3. Click Column to select the type of chart you want to create.
4. In the Chart Sub-type box, choose the Clustered Column icon to select the
chart sub-type.
7. Click Next.
8. To place the product names on the x-axis, select the Columns radio button.
9. Click Next.
10. Type Toy Sales in the Chart Title field. Toy Sales will appear as the title of
your chart.
11. Type Products in the Category (X) Axis field. Products will appear as your xaxis title.
12. Type Units Sold in the Value (Y) Axis field. Units Sold will appear as your
y-axis title.
13. Choose the Data Labels tab.
14. Select Value in the Labels Contain Frame to display the data labels as values.
15. Choose the Data Table tab.
16. Select Show Data Table. The data table will appear below your chart.
17. Click Next.
18. Choose As Object In Sheet1 to make your chart an embedded object and part
of the worksheet.
19. Click Finish
20. Your chart will appear on the spreadsheet.
Changing the Size and Position of a Chart
When you select a chart, handles appear on the right and left sides, the top and
bottom, and the corners of the chart. You can drag the handles on the top and bottom
of the chart to increase or decrease the height of the chart. You can drag the handles
on the left and right sides of the chart to increase or decrease the width of the chart.
You can drag the handles on the corners of the chart to increase or decrease the size
of the chart proportionally.
You can change the position of a chart by clicking on the chart and dragging
1. Use the handles to adjust the size of your chart.
2. Click the chart and drag to position the chart under the data.
Modify Your Chart
You can modify your chart by using the Chart toolbar. If the Chart toolbar is not
already available, choose View > Toolbars > Chart from the menu.
Chart Toolbar
To change the data area font size:
1. Click the down arrow on the Chart toolbar. A drop-down menu opens.
2. Choose Data Table from the drop-down menu.
Click the down arrow on the Chart toolbar. A drop-down menu opens.
Choose "Region 1" Data Labels from the drop-down menu.
Click the Options icon. Choose the Font tab.
In the Size box, type 6.
Click OK. Your font size is now 6.
Repeat this process for Region 2 and 3.
You can also make changes by double-clicking on the item you want to change.
To change the chart scale:
1. Double-click on the scale. The Format Axis dialog box opens.