Excel Tutorial
Excel Tutorial
Excel Tutorial
By default, documents saved in Excel 2010 are saved with the .xlsx extension
whereas the file extension of the prior Excel versions are .xls.
Audience
This tutorial has been designed for computer users who would like to learn
Microsoft Excel in easy and simple steps. It will be highly useful for those
learners who do not have prior exposure to Microsoft applications.
Prerequisites
Before proceeding with this tutorial, you should have a basic understanding of
Computer peripherals like mouse, keyboard, monitor, screen etc. and their basic
operations. You should also have the basic skills of file management and folder
navigations.
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Table of Contents
About the Tutorial .................................................................................................................................. i
Audience ................................................................................................................................................ i
Prerequisites .......................................................................................................................................... i
Ribbon ................................................................................................................................................... 5
Help ....................................................................................................................................................... 5
3. EXCEL BACKSTAGE........................................................................................................... 7
ii
4. EXCEL ENTERING VALUES .............................................................................................. 11
Delete Worksheet................................................................................................................................ 30
iii
14. EXCEL INSERT DATA ...................................................................................................... 38
iv
21. EXCEL SPELL CHECK ....................................................................................................... 57
Zoom In ............................................................................................................................................... 59
v
28. EXCEL SETTING FONTS .................................................................................................. 72
Text-Decoration ................................................................................................................................... 74
vi
35. EXCEL APPLY FORMATTING ........................................................................................... 87
Margins ............................................................................................................................................... 90
vii
42. EXCEL FREEZE PANES .................................................................................................. 100
viii
48. EXCEL BUILT-IN FUNCTIONS ........................................................................................ 115
ix
54. EXCEL USING THEMES ................................................................................................. 132
x
59. EXCEL PRINTING WORKSHEETS ................................................................................... 145
xi
Creating Chart ................................................................................................................................... 163
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1. Excel Getting Started
This chapter teaches you how to start an excel 2010 application in simple steps.
Assuming you have Microsoft Office 2010 installed in your PC, start the excel
application following the below mentioned steps in your PC.
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Step 3: Search for Microsoft Office from the sub menu and click it.
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Step 4: Search for Microsoft Excel 2010 from the submenu and click it.
This will launch the Microsoft Excel 2010 application and you will see the
following excel window.
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2. Excel Explore Window
The following basic window appears when you start the excel application. Let us
now understand the various important parts of this window.
File Tab
The File tab replaces the Office button from Excel 2007. You can click it to check
the Backstage view, where you come to open or save files, create new sheets,
print a sheet, and do other file-related operations.
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Ribbon
Tabs: They appear across the top of the Ribbon and contain groups of
related commands. Home, Insert, Page Layout are the examples of ribbon
tabs.
Title Bar
This lies in the middle and at the top of the window. Title bar shows the program
and the sheet titles.
Help
The Help Icon can be used to get excel related help anytime you like. This
provides nice tutorial on various subjects related to excel.
Zoom Control
Zoom control lets you zoom in for a closer look at your text. The zoom control
consists of a slider that you can slide left or right to zoom in or out. The +
buttons can be clicked to increase or decrease the zoom factor.
View Buttons
The group of three buttons located to the left of the Zoom control, near the
bottom of the screen, lets you switch among excel's various sheet views.
Page Layout view: This displays pages exactly as they will appear when
printed. This gives a full screen look of the document.
Page Break view: This shows a preview of where pages will break when
printed.
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Sheet Area
The area where you enter data. The flashing vertical bar is called the insertion
point and it represents the location where text will appear when you type.
Row Bar
Rows are numbered from 1 onwards and keeps on increasing as you keep
entering data. Maximum limit is 1,048,576 rows.
Column Bar
Columns are numbered from A onwards and keeps on increasing as you keep
entering data. After Z, it will start the series of AA, AB and so on. Maximum limit
is 16,384 columns.
Status Bar
This displays the sheet information as well as the insertion point location. From
left to right, this bar can contain the total number of pages and words in the
document, language etc.
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3. Excel Backstage
The Backstage view has been introduced in Excel 2010 and acts as the central
place for managing your sheets. The backstage view helps in - creating new
sheets, saving and opening sheets, printing and sharing sheets, and so on.
Getting to the Backstage View is easy. Just click the File tab located in the
upper-left corner of the Excel Ribbon. If you already do not have any opened
sheet then you will see a window listing down all the recently opened sheets as
follows:
If you already have an opened sheet then it will display a window showing the
details about the opened sheet as shown below. Backstage view shows three
columns when you select most of the available options in the first column.
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First column of the backstage view will have the following options:
Option Description
Recent This option lists down all the recently opened sheets.
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You can use this option to get the required help about
Help
excel 2010.
Options Use this option to set various option related to excel 2010.
Sheet Information
When you click Info option available in the first column, it displays the following
information in the second column of the backstage view:
Sheet Properties
When you click Info option available in the first column, it displays various
properties in the third column of the backstage view. These properties include
sheet size, title, tags, categories etc.
You can also edit various properties. Just try to click on the property value and if
property is editable, then it will display a text box where you can add your text
like title, tags, comments, Author.
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4. Excel Entering Values
Entering values in excel sheet is a childs play and this chapter shows how to
enter values in an excel sheet. A new sheet is displayed by default when you
open an excel sheet as shown in the below screen shot.
Sheet area is the place where you type your text. The flashing vertical bar is
called the insertion point and it represents the location where text will appear
when you type. When you click on a box then the box is highlighted. When you
double click the box, the flashing vertical bar appears and you can start entering
your data.
So, just keep your mouse cursor at the text insertion point and start typing
whatever text you would like to type. We have typed only two words "Hello
Excel" as shown below. The text appears to the left of the insertion point as you
type.
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There are following three important points, which would help you while typing:
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5. Excel Move Around
Excel provides a number of ways to move around a sheet using the mouse and
the keyboard.
First of all, let us create some sample text before we proceed. Open a new excel
sheet and type any data. We've shown a sample data in the screenshot.
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You can scroll your sheet by rolling your mouse wheel, which is equivalent to
clicking the up-arrow or down-arrow buttons in the scroll bar.
Use Browse Object button to move through the sheet, going from one
chosen object to the next.
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Up one box
You can move box by box or sheet by sheet. Now click in any box containing
data in the sheet. You would have to hold down the Ctrl key while pressing an
arrow key, which moves the insertion point as described here:
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Normally, we use row and column number, for example K5 and finally press Go
To button.
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6. Excel Save Workbook
Step 2: Select a folder where you would like to save the sheet, Enter file name,
which you want to give to your sheet and Select a Save as type, by default it
is .docx format.
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Step 3: Finally, click on Save button and your sheet will be saved with the
entered name in the selected folder.
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Optionally, you can click on the floppy icon available at the top left corner
and just above the File tab. This option will also save the changes.
You can also use third method to save the changes, which is
the Save option available just above the Save As option, as shown in the
above screen capture.
If your sheet is new and it was never saved so far, then with either of the three
options, word would display you a dialogue box to let you select a folder, and
enter sheet name as explained in case of saving new sheet.
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7. Excel Create Worksheet
Step 1: Right Click the Sheet Name and select Insert option.
Step 2: Now you'll see the Insert dialog with select Worksheet option as
selected from the general tab. Click the Ok button.
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Now you should have your blank sheet as shown below ready to start typing
your text.
You can use a short cut to create a blank sheet anytime. Try using
the Shift+F11 keys and you will see a new blank sheet similar to the above
sheet is opened.
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8. Excel Copy Worksheet
Copy Worksheet
First of all, let us create some sample text before we proceed. Open a new excel
sheet and type any data. We've shown a sample data in the screenshot.
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Step 1: Right Click the Sheet Name and select the Move or Copy option.
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Step 2: Now you'll see the Move or Copy dialog with select Worksheet option as
selected from the general tab. Click the Ok button.
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Select Create a Copy Checkbox to create a copy of the current sheet and
Before sheet option as (move to end) so that new sheet gets created at the
end.
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You can rename the sheet by double clicking on it. On double click, the sheet
name becomes editable. Enter any name say Sheet5 and press Tab or Enter
Key.
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9. Excel Hiding Worksheet
Hiding Worksheet
Here is the step to hide a worksheet.
Step: Right Click the Sheet Name and select the Hide option. Sheet will get
hidden.
Unhiding Worksheet
Here are the steps to unhide a worksheet.
Step 1: Right Click on any Sheet Name and select the Unhide... option.
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Step 2: Select Sheet Name to unhide in Unhide dialog to unhide the sheet.
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10. Excel Delete Worksheet
Delete Worksheet
Here is the step to delete a worksheet.
Step: Right Click the Sheet Name and select the Delete option.
Sheet will get deleted if it is empty, otherwise you'll see a confirmation message.
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11. Excel Close Workbook
Close Workbook
Here are the steps to close a workbook.
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Step 2: Press the Save Button to save the workbook as we did in MS Excel -
Save Workbook chapter.
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12. Excel Open Workbook
Let us see how to open workbook from excel in the below mentioned steps.
Step 1: Click the File Menu as shown below. You can see the Open option in File
Menu. There are two more columns - Recent workbooks and Recent places,
where you can see the recently opened workbooks and the recent places from
where workbooks are opened.
Step 2: Clicking the Open Option will open the browse dialog as shown below.
Browse the directory and find the file you need to open.
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Step 3: Once you select the workbook, your workbook will be opened as below:
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13. Excel Context Help
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14. Excel Insert Data
In MS Excel, there are 1048576*16384 cells. MS Excel cell can have Text,
Numeric value or formulas. An MS Excel cell can have maximum of 32000
characters.
Inserting Data
For inserting data in MS Excel, just activate the cell type text or number and
press enter or Navigation keys.
Inserting Formula
For inserting formula in MS Excel go to the formula bar, enter the formula and
then press enter or navigation key. See the screen-shot below to understand it.
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15. Excel Select Data
MS Excel provides various ways of selecting data in the sheet. Let us see those
ways.
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Click on Special button to see the below dialogue box. Select current
region from the radio buttons. Click on ok to see the current region selected.
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As you can see in the below screen, the data is selected for the current region.
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16. Excel Delete Data
MS Excel provides various ways of deleting data in the sheet. Let us see those
ways.
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17. Excel Move Data
Step 1: Select the data you want to Move. Right Click and select the cut
option.
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Step 2: Select the first cell where you want to move the data. Right click on it
and paste the data. You can see the data is moved now.
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18. Excel Rows and Columns
Each row is identified by row number, which runs vertically at the left side
of the sheet.
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Cell Introduction
The intersection of rows and columns is called cell.
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19. Excel Copy and Paste
MS Excel provides copy paste option in different ways. The simplest method of
copy paste is as below.
Copy Paste
To copy and paste, just select the cells you want to copy. Choose copy
option after right click or press Control + C.
Select the cell where you need to paste this copied content. Right click
and select paste option or press Control + V.
In this case, MS Excel will copy everything such as values, formulas, Formats,
Comments and validation. MS Excel will overwrite the content with paste. If you
want to undo this, press Control + Z from the keyboard.
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All: Pastes the cells contents, formats, and data validation from the
Windows Clipboard.
All except borders: Pastes everything except borders that appear in the
source range.
Column Width: Pastes formulas, and also duplicates the column width of
the copied cells.
Values & Number Formats: Pastes the results of formulas, plus the
number.
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20. Excel Find and Replace
MS Excel provides Find & Replace option for finding text within the sheet.
To access the Find & Replace, Choose Home -> Find & Select -> Find, or
press Control + F Key. See the image below.
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You can replace the found text with the new text in the Replace tab.
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Exploring Options
Now, let us see the various options available under the Find dialogue.
Look In: If you want to find text in formula as well, then select this
option.
Match Case: If you want to match the case like lower case or upper case
of words, then check this option.
Match Entire Cell Content: If you want the exact match of the word
with cell, then check this option.
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21. Excel Spell Check
To check the spelling in just a particular range, select the range before
you activate the spell checker.
If the spell checker finds any words it does not recognize as correct, it
displays the Spelling dialogue with suggested options.
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Exploring Options
Let us see the various options available in spell check dialogue.
Ignore Once: Ignores the word and continues the spell check.
Ignore All: Ignores the word and all subsequent occurrences of it.
Change: Changes the word to the selected word in the Suggestions list.
Change All: Changes the word to the selected word in the Suggestions
list and changes all subsequent occurrences of it without asking.
AutoCorrect: Adds the misspelled word and its correct spelling (which
you select from the list) to the AutoCorrect list.
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22. Excel Zoom In/Out
Zoom Slider
By default, everything on screen is displayed at 100% in MS Excel. You can
change the zoom percentage from 10% (tiny) to 400% (huge). Zooming doesnt
change the font size, so it has no effect on the printed output.
You can view the zoom slider at the right bottom of the workbook as shown
below.
Zoom In
You can zoom in the workbook by moving the slider to the right. It will change
the only view of the workbook. You can have maximum of 400% zoom in. See
the below screen-shot.
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Zoom Out
You can zoom out the workbook by moving the slider to the left. It will change
the only view of the workbook. You can have maximum of 10% zoom in. See the
below screen-shot.
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23. Excel Special Symbols
If you want to insert some symbols or special characters that are not found on
the keyboard in that case you need to use the Symbols option.
Using Symbols
Go to Insert Symbols Symbol to view available symbols. You can see
many symbols available there like Pi, alpha, beta, etc.
Select the symbol you want to add and click insert to use the symbol.
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Select the special character you want to add and click insert, to use the special
character.
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24. Excel Insert Comments
To add comment to a cell, select the cell and perform any of the actions
mentioned below.
Right-click the cell and choose Insert Comment from available options.
Press Shift+F2.
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Modifying Comment
You can modify the comment you have entered before as mentioned below.
Right-click the cell and choose the Edit Comment from the available
options.
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Formatting Comment
Various formatting options are available for comments. For formatting a
comment, Right click on cell Edit comment Select comment Right
click on it Format comment. With formatting of comment you can change
the color, font, size, etc. of the comment.
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25. Excel Add Text Box
Text Boxes
Text boxes are special graphic objects that combine the text with a rectangular
graphic object. Text boxes and cell comments are similar in displaying the text
in rectangular box. But text boxes are always visible, while cell comments
become visible after selecting the cell.
Initially, the comment consists of Computer's user name. You have to modify it
with text for the cell comment.
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Fill: Specifies the filling of text box like No fill, solid fill. Also specifying the
transparency of text box fill.
Line Color: Specifies the line color and transparency of the line.
Text Box: Specifies text box layout, Auto-fit option and internal margins.
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26. Excel Undo Changes
Undo Changes
You can reverse almost every action in Excel by using the Undo command. We
can undo changes in following two ways.
Press Control + Z.
You can reverse the effects of the past 100 actions that you performed by
executing Undo more than once. If you click the arrow on the right side of the
Undo button, you see a list of the actions that you can reverse. Click an item in
that list to undo that action and all the subsequent actions you performed.
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Redo Changes
You can again reverse back the action done with undo in Excel by using the Redo
command. We can redo changes in following two ways.
Press Control + Y.
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27. Excel Setting Cell Type
Formatting Cell
MS Excel Cell can hold different types of data like Numbers, Currency, Dates,
etc. You can set the cell type in various ways as shown below:
Date: Various date formats are available under this, like 17-09-2013,
17th-Sep-2013, etc.
Time: Various Time formats are available under this like 1.30PM, 13.30,
etc.
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28. Excel Setting Fonts
You can assign any of the fonts that is installed for your printer to cells in a
worksheet.
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29. Excel Text Decoration
You can change the text decoration of the cell to change its look and feel.
Text-Decoration
Various options are available in Home tab of the ribbon as mentioned below.
Bold: It makes the text in bold by choosing Home Font Group Click
B or Press Control + B.
Italic: It makes the text italic by choosing Home Font Group Click
I or Press Control + I.
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30. Excel Rotate Cells
You can rotate the cell by any degree to change the orientation of the cell.
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31. Excel Setting Colors
You can change the background color of the cell or text color.
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Also you can change the foreground color by selecting the cell Right click
Format cells Font Tab Color.
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32. Excel Text Alignments
If you dont like the default alignment of the cell, you can make changes in the
alignment of the cell. Below are the various ways of doing it.
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Left: Aligns the cell contents to the left side of the cell.
Right: Aligns the cell contents to the right side of the cell.
Fill: Repeats the contents of the cell until the cells width is filled.
Justify: Justifies the text to the left and right of the cell. This option is
applicable only if the cell is formatted as wrapped text and uses more
than one line.
2. Vertical Alignment: You can set Vertical alignment to top, Middle, bottom,
etc.
Justify: Justifies the text vertically in the cell; this option is applicable
only if the cell is formatted as wrapped text and uses more than one line.
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33. Excel Merge and Wrap
Merge Cells
MS Excel enables you to merge two or more cells. When you merge cells, you
dont combine the contents of the cells. Rather, you combine a group of cells
into a single cell that occupies the same space.
Choose Alignment tab of the Format Cells dialogue box to merge the
cells.
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Additional Options
The Home Alignment group Merge & Center control contains a drop-
down list with these additional options:
Merge Cells: Merges the selected cells without applying the Center
attribute.
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34. Excel Borders and Shades
Apply Borders
MS Excel enables you to apply borders to the cells. For applying border, select
the range of cells Right Click Format cells Border Tab Select the
Border Style.
Then you can apply border by Home Tab Font group Apply Borders.
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Apply Shading
You can add shading to the cell from the Home tab Font Group Select
the Color.
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35. Excel Apply Formatting
Formatting Cells
In MS Excel, you can apply formatting to the cell or range of cells by Right
Click Format cells Select the tab. Various tabs are available as shown
below.
Alignment: You can set the alignment of text on this tab. Find tutorial on
this at MS Excel - Text Alignments.
Font: You can set the Font of text on this tab. Find tutorial on this at MS
Excel - Setting Fonts.
Border: You can set the border of cell with this tab. Find tutorial on this
at MS Excel - Borders and Shades.
Fill: You can set fill of the cell with this tab. Find tutorial on this at MS
Excel - Borders and Shades.
Protection: You can set cell protection option with this tab.
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36. Excel Sheet Options
Sheet Options
MS Excel provides various sheet options for printing purpose like generally cell
gridlines arent printed. If you want your printout to include the gridlines,
Choose Page Layout Sheet Options group Gridlines Check Print.
Print Titles: You can set titles to appear at the top for rows and at the
left for columns.
Print:
o Black & White: Select this check box to have your color printer print
the chart in black and white.
o Draft quality: Select this check box to print the chart using your
printers draft-quality setting.
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o Rows & Column Heading: Select this check box to have rows and
column heading to print.
Page Order:
o Down, then Over: It prints the down pages first and then the right
pages.
o Over, then Down: It prints right pages first and then comes to print
the down pages.
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37. Excel Adjust Margins
Margins
Margins are the unprinted areas along the sides, top, and bottom of a printed
page. All printed pages in MS Excel have the same margins. You cant specify
different margins for different pages.
Choose Page Layout Page Setup Margins drop-down list, you can
select Normal, Wide, Narrow, or the custom Setting.
These options are also available when you choose File Print.
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If none of these settings does the job, choose Custom Margins to display the
Margins tab of the Page Setup dialog box, as shown below.
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Center on Page
By default, Excel aligns the printed page at the top and left margins. If you want
the output to be centered vertically or horizontally, select the appropriate check
box in the Center on Page section of the Margins tab as shown in the above
screenshot.
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38. Excel Page Orientation
Page Orientation
Page orientation refers to how output is printed on the page. If you change the
orientation, the onscreen page breaks adjust automatically to accommodate the
new paper orientation.
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39. Excel Header and Footer
You can choose the predefined header and footer or create your custom ones.
Different Odd & Even Pages: Check this to specify a different header or
footer for odd and even pages.
Scale with Document: If checked, the font size in the header and footer
will be sized. Accordingly if the document is scaled when printed. This
option is enabled, by default.
Align with Page Margins: If checked, the left header and footer will be
aligned with the left margin, and the right header and footer will be
aligned with the right margin. This option is enabled, by default.
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40. Excel Insert Page Break
Page Breaks
If you dont want a row to print on a page by itself or you don't want a table
header row to be the last line on a page. MS Excel gives you precise control
over page breaks.
MS Excel handles page breaks automatically, but sometimes you may want to
force a page break either a vertical or a horizontal one, so that the report
prints the way you want.
For example, if your worksheet consists of several distinct sections, you may
want to print each section on a separate sheet of paper.
Insert vertical Page break: In this case, make sure to place the pointer in row
1. Choose Page Layout Page Setup Breaks Insert Page Break to
create the page break.
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Remove all manual page breaks: Choose Page Layout Page Setup
Breaks Reset All Page Breaks.
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41. Excel Set Background
Background Image
Unfortunately, you cannot have a background image on your printouts. You may
have noticed the Page Layout Page Setup Background command. This
button displays a dialogue box that lets you select an image to display as a
background. Placing this control among the other print-related commands is
very misleading. Background images placed on a worksheet are never printed.
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42. Excel Freeze Panes
Freezing Panes
If you set up a worksheet with row or column headings, these headings will not
be visible when you scroll down or to the right. MS Excel provides a handy
solution to this problem with freezing panes. Freezing panes keeps the headings
visible while youre scrolling through the worksheet.
Select the First row or First Column or the row Below, which you want to
freeze, or Column right to area, which you want to freeze.
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If you have selected Freeze top row you can see the first row appears at
the top, after scrolling also. See the below screen-shot.
Unfreeze Panes
To unfreeze Panes, choose View Tab Unfreeze Panes.
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43. Excel Conditional Format
Conditional Formatting
MS Excel 2010 Conditional Formatting feature enables you to format a range of
values so that the values outside certain limits, are automatically formatted.
Suppose you want to find cell with Amount 0 and Mark them as red.
Choose Range of cell Home Tab Conditional Formatting DropDown
Highlight Cell Rules Equal To.
After Clicking ok, the cells with value zero are marked as red.
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Suppose you want to highlight the top 10% rows, you can do this with these
Top/Bottom rules.
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Data Bars: It opens a palette with different color data bars that you can
apply to the cell selection to indicate their values relative to each other by
clicking the data bar thumbnail.
With this conditional Formatting, data Bars will appear in each cell.
See the below screenshot with Color Scales, conditional formatting applied.
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Icon Sets: It opens a palette with different sets of icons that you can
apply to the cell selection to indicate their values relative to each other by
clicking the icon set.
See the below screenshot with Icon Sets, conditional formatting applied.
New Rule: It opens the New Formatting Rule dialog box, where you
define a custom conditional formatting rule to apply to the cell selection.
Clear Rules: It opens a continuation menu, where you can remove the
conditional formatting rules for the cell selection by clicking the Selected
Cells option, for the entire worksheet by clicking the Entire Sheet option,
or for just the current data table by clicking the This Table option.
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44. Excel Creating Formulas
Formulas in MS Excel
Formulas are the Bread and butter of worksheet. Without formula, worksheet
will be just simple tabular representation of data. A formula consists of special
code, which is entered into a cell. It performs some calculations and returns a
result, which is displayed in the cell.
Formulas use a variety of operators and worksheet functions to work with values
and text. The values and text used in formulas can be located in other cells,
which makes changing data easy and gives worksheets their dynamic nature.
For example, you can quickly change the data in a worksheet and formulas
works.
Elements of Formulas
A formula can consist of any of these elements:
Example:
Values or text
Example:
o =200*0.5 Multiplies 200 times 0.15. This formula uses only values,
and it always returns the same result as 100.
Example:
o =A1=C12 Compares cell A1 with cell C12. If the cells are identical, the
formula returns TRUE; otherwise, it returns FALSE.
Example:
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Creating Formula
For creating a formula, you need to type in the Formula Bar. Formula begins
with '=' sign. When building formulas manually, you can either type in the cell
addresses or you can point to them in the worksheet. Using the Pointing
method to supply the cell addresses for formulas is often easier and more
powerful method of formula building. When you are using built-in functions, you
click the cell or drag through the cell range that you want to use when defining
the functions arguments in the Function Arguments dialog box. See the below
screen shot.
As soon as you complete a formula entry, Excel calculates the result, which is
then displayed inside the cell within the worksheet (the contents of the formula,
however, continue to be visible on the Formula bar anytime the cell is active). If
you make an error in the formula that prevents Excel from being able to
calculate the formula at all, Excel displays an Alert dialog box suggesting how to
fix the problem.
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45. Excel Copying Formulas
Let us see this with the help of example. Suppose we want the sum of all the
rows at last, then we will write a formula for first column i.e. B. We want sum of
the rows from 3 to 8 in the 9th row.
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After writing formula in the 9th row, we can drag it to remaining columns and the
formula gets copied. After dragging we can see the formula in the remaining
columns as below.
column C : =SUM(C3:C8)
column D : =SUM(D3:D8)
column E : =SUM(E3:E8)
column F : =SUM(F3:F8)
column G : =SUM(G3:G8)
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46. Excel Formula Reference
When you use a cell (or range) reference in a formula, you can use three types
of references: relative, absolute, and mixed references.
two dollar signs in its address: one for the column letter and one for the row
number (for example, $A$5).
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47. Excel Using Functions
Functions in Formula
Many formulas you create use available worksheet functions. These functions
enable you to greatly enhance the power of your formulas and perform
calculations that are difficult if you use only the operators. For example, you can
use the LOG or SIN function to calculate the Logarithm or Sin ratio. You cant do
this complicated calculation by using the mathematical operators alone.
Using Functions
When you type = sign and then type any alphabet you will see the searched
functions as below.
Suppose you need to determine the largest value in a range. A formula cant tell
you the answer without using a function. We will use formula that uses the MAX
function to return the largest value in the range B3:B8 as =MAX(A1:D100).
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Another example of functions. Suppose you want to find if the cell of month is
greater than 1900 then we can give Bonus to Sales representative. The we can
achieve it with writing formula with IF functions as =IF(B9>1900,"Yes","No")
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Function Arguments
In the above examples, you may have noticed that all the functions used
parentheses. The information inside the parentheses is the list of arguments.
Functions vary in how they use arguments. Depending on what it has to do, a
function may use.
Optional arguments
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48. Excel Built-in Functions
Built In Functions
MS Excel has many built in functions, which we can use in our formula. To see
all the functions by category, choose Formulas Tab Insert Function. Then
Insert function Dialog appears from which we can choose the function.
Functions by Categories
Let us see some of the built in functions in MS Excel.
Text Functions
o TRIM: Removes duplicate spaces, and spaces at the start and end
of a text string.
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Statistical
Logical
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49. Excel Data Filtering
Filters in MS Excel
Filtering data in MS Excel refers to displaying only the rows that meet certain
conditions. (The other rows gets hidden.)
Using the store data, if you are interested in seeing data where Shoe Size is 36,
then you can set filter to do this. Follow the below mentioned steps to do this.
Click the drop-down arrow in the Area Row Header and remove the check
mark from Select All, which unselects everything.
Then select the check mark for Size 36, which will filter the data and
displays data of Shoe Size 36.
Some of the row numbers are missing; these rows contain the filtered
(hidden) data.
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50. Excel Data Sorting
Sorting in MS Excel
Sorting data in MS Excel rearranges the rows based on the contents of a
particular column. You may want to sort a table to put names in alphabetical
order. Or, maybe you want to sort data by Amount from smallest to largest or
largest to smallest.
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Sorting option is also available from the Home Tab. Choose Home Tab Sort &
Filter. You can see the same dialog to sort records.
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51. Excel Using Ranges
Ranges in MS Excel
A cell is a single element in a worksheet that can hold a value, some text, or a
formula. A cell is identified by its address, which consists of its column letter and
row number. For example, cell B1 is the cell in the second column and the first
row.
Example of Ranges:
A1:B1: Two cells that occupy one row and two columns.
Selecting Ranges
You can select a range in several ways:
Press the left mouse button and drag, highlighting the range. Then release
the mouse button. If you drag to the end of the screen, the worksheet will
scroll.
Press the Shift key while you use the navigation keys to select a range.
Press F8 and then move the cell pointer with the navigation keys to
highlight the range. Press F8 again to return the navigation keys to
normal movement.
Type the cell or range address into the Name box and press Enter. Excel
selects the cell or range that you specified.
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52. Excel Data Validation
Data Validation
MS Excel data validation feature allows you to set up certain rules that dictate
what can be entered into a cell. For example, you may want to limit data entry
in a particular cell to whole numbers between 0 and 10. If the user makes an
invalid entry, you can display a custom message as shown below.
Validation Criteria
To specify the type of data allowable in a cell or range, follow the steps below,
which shows all the three tabs of the Data Validation dialog box.
Choose Data Data Tools Data Validation. Excel displays its Data
Validation dialog box having 3 tabs settings, Input Message and Error
alert.
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Settings Tab
Here you can set the type of validation you need. Choose an option from the
Allow drop-down list. The contents of the Data Validation dialog box will change,
displaying controls based on your choice.
Any Value: Selecting this option removes any existing data validation.
Whole Number: The user must enter a whole number. For example, you
can specify that the entry must be a whole number greater than or equal
to 50.
Decimal: The user must enter a number. For example, you can specify
that the entry must be greater than or equal to 10 and less than or equal
to 20.
List: The user must choose from a list of entries you provide. You will
create drop-down list with this validation. You have to give input ranges
then those values will appear in the drop-down.
Date: The user must enter a date. You specify a valid date range from
choices in the Data drop-down list. For example, you can specify that the
entered data must be greater than or equal to January 1, 2013, and less
than or equal to December 31, 2013.
Time: The user must enter a time. You specify a valid time range from
choices in the Data drop-down list. For example, you can specify that the
entered data must be later than 12:00 p.m.
Custom: To use this option, you must supply a logical formula that
determines the validity of the users entry (a logical formula returns either
TRUE or FALSE).
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53. Excel Using Styles
Number format
Borders
Pattern
Now, let us see how styles are helpful. Suppose that you apply a particular style
to some twenty cells scattered throughout your worksheet. Later, you realize
that these cells should have a font size of 12 pt. rather than 14 pt. Rather than
changing each cell, simply edit the style. All cells with that particular style
change automatically.
Applying Styles
Choose Home Styles Cell Styles. Note that this display is a live preview,
that is, as you move your mouse over the style choices, the selected cell or
range temporarily displays the style. When you see a style you like, click it to
apply the style to the selection.
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After applying formatting click on OK. This will add new style in the styles.
You can view it on Home Styles.
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54. Excel Using Themes
Applying Themes
Choose Page layout Tab Themes Dropdown. Note that this display is a live
preview, that is, as you move your mouse over the Theme, it temporarily
displays the theme effect. When you see a style you like, click it to apply the
style to the selection.
Click on the save current theme option under Theme in Page Layout
Tab.
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55. Excel Using Templates
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On-line Templates
These template data is available online at the Microsoft server. When you select
the template and click on it, it will download the template data from Microsoft
server and opens it as shown below.
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56. Excel Using Macros
Macros in MS Excel
Macros enable you to automate almost any task that you can undertake in Excel
2010. By using macro recorder from View Tab Macro Dropdown to record
tasks that you perform routinely, you not only speed up the procedure
considerably but you are assured that each step in a task is carried out the same
way each and every time you perform a task.
Macro Options
View tab contains a Macros command button to which a dropdown menu
containing the following three options.
View Macros: Opens the Macro dialog box where you can select a macro
to run or edit.
Record Macro: Opens the Record Macro dialog box where you define the
settings for your new macro and then start the macro recorder; this is the
same as clicking the Record Macro button on the Status bar.
Creating Macros
You can create macros in one of two ways:
Enter the instructions that you want to be followed in a VBA code in the
Visual Basic Editor.
Now lets create a simple macro that will automate the task of making cell
content Bold and apply cell color.
Do the steps of action, which you want to perform repeatedly. Macro will
record those steps.
You can stop the macro recording once done with all steps.
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Edit Macro
You can edit the created Macro at any time. Editing macro will take you to the
VBA programming editor.
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57. Excel Adding Graphics
Insert Shape
Choose Insert Tab Shapes dropdown.
Select the shape you want to insert. Click on shape to insert it.
To edit the inserted shape just drag the shape with the mouse. Shape will
adjust the shape.
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Clicking SmartArt will open the SmartArt dialogue as shown below in the
screen-shot. Choose from the list of available smartArts.
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Clicking Clip Art will open the search box as shown in the below screen-
shot. Choose from the list of available Clip Arts.
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Select the style of WordArt, which you like and click it to enter a text in it.
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58. Excel Cross Referencing
VLOOKUP
VlookUp searches for a value vertically down for the lookup table.
VLOOKUP(lookup_value,table_array,col_index_num,range_lookup) has 4
parameters as below.
lookup_value: It is the user input. This is the value that the function
uses to search on.
The table_array: It is the area of cells in which the table is located. This
includes not only the column being searched on, but the data columns for
which you are going to get the values that you need.
VLOOKUP Example
Let's look at a very simple example of cross-referencing two spreadsheets. Each
spreadsheet contains information about the same group of people. The first
spreadsheet has their dates of birth, and the second shows their favorite color.
How do we build a list showing the person's name, their date of birth and their
favorite color? VLOOOKUP will help in this case. First of all, let us see data in
both the sheets.
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Now for finding the respective favorite color for that person from another sheet
we need to vlookup the data. First argument to the VLOOKUP is lookup value (In
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this case it is person name). Second argument is the table array, which is table
in the second sheet from B2 to C11. Third argument to VLOOKUP is Column
index num, which is the answer we are looking for. In this case, it is 2 the color
column number is 2. The fourth argument is True returning partial match or
false returning exact match. After applying VLOOKUP formula it will calculate the
color and the results are displayed as below.
As you can see in the above screen-shot that results of VLOOKUP has searched
for color in the second sheet table. It has returned #N/A in case where match is
not found. In this case, Andy's data is not present in the second sheet so it
returned #N/A.
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59. Excel Printing Worksheets
Quick Print
If you want to print a copy of a worksheet with no layout adjustment, use the
Quick Print option. There are two ways in which we can use this option.
Choose File Print (which displays the Print pane), and then click the
Print button.
Press Ctrl+P and then click the Print button (or press Enter).
The Print screen in Backstage View, displayed when you choose File
Print.
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Active Sheets: Prints the active sheet or sheets that you selected.
Selection: Prints only the range that you selected before choosing File
Print.
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60. Excel Email Workbooks
Email Workbook
MS Excel allows you to email the workbook very easily. To email the workbook
to anyone, follow the below mentioned steps.
Choose File Save and Send. It basically saves the document first and
then the emails.
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61. Excel Translate Worksheet
Translate Worksheet
You can translate the text written in a different language, such as phrases or
paragraphs, individual words (by using the Mini Translator), or translate your
whole file with MS Excel 2010.
Translation is available in the review tab of the ribbon in MS Excel 2010. You can
quickly translate cell into different language with this option.
It will open the pane from which you can select the language to which you
need to translate.
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62. Excel Workbook Security
Workbook Security
We can apply security to the workbook by the concept of protection available in
the Review Tab of ribbon. MS Excel's protection-related features fall into three
categories.
Protect Worksheet
You may want to protect a worksheet for a variety of reasons. One reason is to
prevent yourself or others from accidentally deleting the formulas or other
critical data. A common scenario is to protect a worksheet, so that the data can
be changed, but the formulas cant be changed.
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When somebody tries to format the cells, he or she will get the error as shown in
the screenshot below.
Protecting a Workbook
Excel provides three ways to protect a workbook.
Prevents the users from adding sheets, deleting sheets, hiding sheets,
and unhiding sheets.
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In the Protect Workbook dialog box, select the Structure check box and
Windows check box.
Click OK.
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63. Excel Data Tables
Data Tables
In Excel, a Data Table is a way to see different results by altering an input cell in
your formula. Data tables are available in Data Tab What-If analysis
dropdown Data table in MS Excel.
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Now, for creation of data table, select the range of data table. Choose Data Tab
What-If analysis dropdown Data table. It will give you dialogue asking
for Input row and Input Column. Give the Input row as Price cell (In this case
cell B3) and Input column as quantity cell (In this case cell B4). Please see the
below screen-shot.
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Clicking OK will generate data table as shown in the below screen-shot. It will
generate the table formula. You can change the price horizontally or quantity
vertically to see the change in the Net Price.
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64. Excel Pivot Tables
Pivot Tables
A pivot table is essentially a dynamic summary report generated from a
database. The database can reside in a worksheet (in the form of a table) or in
an external data file. A pivot table can help transform endless rows and columns
of numbers into a meaningful presentation of the data. Pivot tables are very
powerful tool for summarized analysis of the data.
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This will generate the Pivot table pane as shown below. You have various options
available in the Pivot table pane. You can select fields for the generated pivot
table.
Column labels: A field that has a column orientation in the pivot table.
Each item in the field occupies a column.
Report Filter: You can set the filter for the report as year, then data gets
filtered as per the year.
Row labels: A field that has a row orientation in the pivot table. Each
item in the field occupies a row.
Values area: The cells in a pivot table that contain the summary data.
Excel offers several ways to summarize the data (sum, average, count,
and so on).
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After giving input fields to the pivot table, it generates the pivot table with the
data as shown below.
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65. Excel Simple Charts
Charts
A chart is a visual representation of numeric values. Charts (also known as
graphs) have been an integral part of spreadsheets. Charts generated by early
spreadsheet products were quite crude, but thy have improved significantly over
the years. Excel provides you with the tools to create a wide variety of highly
customizable charts. Displaying data in a well-conceived chart can make your
numbers more understandable. Because a chart presents a picture, charts are
particularly useful for summarizing a series of numbers and their
interrelationships.
Types of Charts
There are various chart types available in MS Excel as shown in the below
screen-shot.
Pie: A pie chart shows the size of items that make up a data series,
proportional to the sum of the items. It always shows only one data series
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Stock: This chart type is most often used for stock price data, but can
also be used for scientific data (for example, to indicate temperature
changes).
Surface: A surface chart is useful when you want to find the optimum
combinations between two sets of data. As in a topographic map, colors
and patterns indicate areas that are in the same range of values.
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Creating Chart
To create charts for the data by below mentioned steps.
Select the data for which you want to create the chart.
Choose Insert Tab Select the chart or click on the Chart group to
see various chart types.
Select the chart of your choice and click OK to generate the chart.
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Editing Chart
You can edit the chart at any time after you have created it.
You can select the different data for chart input with Right click on chart
Select data. Selecting new data will generate the chart as per the new
data, as shown in the below screen-shot.
You can change the X axis of the chart by giving different inputs to X-axis
of chart.
You can change the Y axis of chart by giving different inputs to Y-axis of
chart.
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66. Excel Pivot Charts
Pivot Charts
A pivot chart is a graphical representation of a data summary, displayed in a
pivot table. A pivot chart is always based on a pivot table. Although Excel lets
you create a pivot table and a pivot chart at the same time, you cant create a
pivot chart without a pivot table. All Excel charting features are available in a
pivot chart.
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MS Excel selects the data of the table. You can select the pivot chart location as
an existing sheet or a new sheet. Pivot chart depends on automatically created
pivot table by the MS Excel. You can generate the pivot chart in the below
screen-shot.
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67. Excel Keyboard Shortcuts
Ctrl + Page up : Moves between Excel work sheets in the same Excel
document.
Ctrl + Page down : Moves between Excel work sheets in the same Excel
document.
Ctrl + ' : Inserts the value of the above cell into cell currently selected.
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F4 : Repeat last action. For example, if you changed the color of text in
another cell pressing F4 will change the text in cell to the same color.
Alt + Enter : While typing text in a cell pressing Alt + Enter will move to
the next line allowing for multiple lines of text in one cell.
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