Introduction to Excel
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The document provides an introduction to Excel including its definition, basic components, and functions. It outlines how to create workbooks and worksheets, navigate within a spreadsheet, enter and format data, create formulas, and print graphs and charts. The key topics covered include the Excel interface and toolbars, entering and editing data, basic navigation techniques, formatting cells and numbers, building formulas using AutoSum, and a four-step process for inserting charts.
Introduction to Excel
- 1. Sir Kashif Lecture 3: Introduction to Excel
- 2. Objectives Definition and functions of spreadsheets Basic components of Excel Creating workbooks and worksheets Navigation Data entry Formatting (data and cells) Creating simple formulas Printing Creating graphs and charts
- 3. Definition and Functions An electronic ledger developed to ease time-consuming numeric calculations like budgets, grades, etc. Functions as a simple database, allowing easy manipulation of data to include search and sort, etc.
- 4. Basic Terms and Features
- 5. Basic Terms and Features The Standard toolbar, located beneath the menu bar, has buttons for commonly performed tasks like adding a column of numbers, printing, sorting, and other operations. Excel let's you customize the toolbar or even display multiple toolbars at the same time. The Standard Excel XP toolbar appears in the figure below.
- 6. The Formatting toolbar, located beneath the Standard toolbar bar, has buttons for various formatting operations like changing text size or style, formatting numbers and placing borders around cells. Basic Terms and Features
- 7. Basic Terms and Features The formula bar is located beneath the toolbar at the top of the Excel worksheet. Use the formula bar to enter and edit worksheet data. The contents of the active cell always appear in the formula bar. When you click the mouse in the formula bar, an X and a check mark appear. You can click the check icon to confirm and completes editing, or the X to abandon editing.
- 8. Creating a New Workbook File menu, choose New Task Pane will open o Toolbar
- 9. Creating/Adding a Worksheet Select Insert, then Worksheet Go to a worksheet tab, right click on your mouse, choose Insert, if worksheet icon is highlighted in blue, hit OK
- 10. Naming/Renaming a Worksheet Move curser to the worksheet tab you want to name Right click on your mouse Choose Rename The worksheet tab will be highlighted Hit the delete key to erase current name Type in the new name for the worksheet Select File, Save, or Save As or use toolbar icon to save changes
- 11. Go to File, then Save, or toolbar icon of a diskette Delete highlighted name in the File Name: box Type in desired file name and click Save to complete the save procedure Naming a New Worksheet
- 12. Navigation Refer to the table below for additional information on using the keyboard to navigate a worksheet. To move Press this key One cell left Left Arrow One cell right Right Arrow One cell up Up Arrow One cell down Down Arrow To top of worksheet (cell A1) Control Home To last cell containing data Control End To end of data in a column Control Down Arrow To beginning of data in a column Control Up Arrow To end of data in a row Control Right Arrow To beginning of data in a row Control Left Arrow
- 13. Data Entry Entering Data Label (text) Values (numbers and dates) Editing Data Select the cell and retype entry (works well with numbers) Use the formula bar (works well with text) Clearing Cell Contents Choose Clear from the Edit menu Press the Delete key Undoing Mistakes Use the Undo command on the Edit menu Use the Undo tool to correct the mistake Copy Data Copy selected data from one cell to another with the Copy and Paste commands Use the Drag and Drop procedure Move Data Use the Cut and Paste commands Use the Drag and Drop procedure
- 14. Formatting Cells (Font)Formatting Cells (Numbers) Formatting Cell (Borders/Shading)
- 15. Building a Formula Formula (AutoSum) -Select the cell in which you want the results to appear -Go to Insert Function -The AutoSum screen will appear -Move the highlighted bar to the desired function (Sum, If, Average, etc.) or category
- 16. Printing
- 17. Chart To create a chart in Microsoft Excel, select the data you wish to graph and choose Chart… from the Insert menu, or click on the Chart Wizard () button on the standard toolbar. Step 1 Select Standard or Custom Chart Type; select Chart sub-type The Press and hold to view sample button will show you a tiny preview of your data's chart
- 18. Chart Step 2 Step two allows you to choose the Chart's Source Data. This is the data you want to graph. Here we can also see a sample of the chart. If Excel is charting the wrong data, simply click on the collapse button ("go out and get it" button) () and choose the data you wish to graph, once it is selected, press enter to return to this window. From this Data Range tab you can also change the Series in: option, such that instead of charting the data by column, it will chart the data by row.
- 19. Chart Step 3 Each part of the Chart can be changed with in the options. After the chart is created you will still be able to change these options The Chart title: goes across the top of the graph, the Category (X) axis: goes under our X-axis labels (shown here as Pants, Shoes, Socks…), the Value (Y) axis: will be the label for the vertical labels (shown here as 2500, 2000, 1500…) These titles will not show up on your sample chart until you have left that text box. (Click somewhere else in the window)
- 20. Chart Step 4 This final step is to determine the location of your chart. You can place it as a new sheet, which will insert a new worksheet into your workbook and completely fill the tab with the chart such that when you print you will only get the chart If you place the graph as an object in an existing worksheet, it will size to fit within the window trying not to cover existing data. With this option when you print you will get the data on that sheet and the graph
Editor's Notes
- #15: A read-only file is any file with the read-only attribute turned on. Some common files that are read-only by default in Windows include boot.ini, io.sys, msdos.sys and others. Append: In general, to append is to join or add on to the end of something. For example, an appendix is a section appended (added to the end) of a document. (append '(1 2 3) '(a b) '() '(6)) ;Output: (1 2 3 a b 6)