EXCEL - Wilmington University

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EXCELTable of ContentsWORKING WITH A WORKBOOK . 1Create a Workbook . 1Save a Workbook . 2Open a Workbook . 3Entering Data . 4Format Worksheet Tab. 5Reposition Worksheets in a Workbook . 6Copy and Paste Worksheets . 7WORKING WITH DATA . 8Select Data . 8Select a Row or Column . 8Copy and Paste . 8Cut and Paste. 9Undo and Redo . 9Auto Fill . 10Modifying the Worksheet . 10Insert Cells, Rows, and Columns . 10Delete Cells, Rows and Columns . 10Find and Replace . 11Go To Command . 11Spell Check . 12SORT AND FILTER . 12Basic Sorts. 12Custom Sorts . 13Filtering . 13FORMATTING WORKSHEET . 14Convert Text to Columns . 14Modify Fonts . 15Format Cells Dialog Box. 16Add Borders and Colors to Cells . 16Change Column Width and Row Height . 18Hide or Unhide Rows or Columns . 19Merge Cells . 20Align Cell Contents. 20

CUSTOMIZE PAGE LAYOUT . 21Split a Worksheet . 21Freeze Rows and Columns . 21Hide Worksheets . 22PAGE PROPERTIES AND PRINTING . 23Set Print Titles . 23Create a Header or Footer. 23Set Page Margins . 24Change Page Orientation . 25Set Page Breaks . 26Print a Range . 26CHARTS . 26Create a Chart . 26Modify a Chart . 27Chart Tools . 29Copy a Chart to Word . 29GRAPHICS . 30AddingAddingEditingAddingAddinga Picture . 30Clip Art . 30Pictures and Clip Art . 31Shapes . 31SmartArt. 33CALCULATIONS . 34Excel Formulas . 34Calculate with Functions . 34Function Library. 35Relative, Absolute and Mixed References. 36Linking Worksheets . 36

WORKING WITH A WORKBOOKCreate a WorkbookTo create a new Workbook: Click the Microsoft Office ToolbarClick NewChoose Blank DocumentIf you want to create a new document from a template, explore the templates and chooseone that fits your needs.Wilmington UniversitybddPage 1

Save a WorkbookWhen you save a workbook, you have two choices: Save or Save As.To save a document: Click the Microsoft Office ButtonClick SaveWilmington UniversitybddPage 2

You may need to use the Save As feature when you need to save a workbook under adifferent name or to save it for earlier versions of Excel. Remember that older versions ofExcel will not be able to open an Excel 2007 worksheet unless you save it as an Excel 972003 Format. To use the Save As feature: Click the Microsoft Office ButtonClick Save AsType in the name for the WorkbookIn the Save as Type box, choose Excel 97-2003 WorkbookOpen a WorkbookTo open an existing workbook: Click the Microsoft Office ButtonClick OpenBrowse to the workbookClick the title of the workbookClick OpenWilmington UniversitybddPage 3

Entering DataThere are different ways to enter data in Excel: in an active cell or in the formula bar.To enter data in an active cell: Click in the cell where you want the dataBegin typingTo enter data into the formula bar Click the cell where you would like the dataPlace the cursor in the Formula BarType in the dataWilmington UniversitybddPage 4

Format Worksheet TabYou can rename a worksheet or change the color of the tabs to meet your needs.To rename a worksheet: Open the sheet to be renamedClick the Format button on the Home tabClick Rename sheetType in a new namePress EnterTo change the color of a worksheet tab: Open the sheet to be renamedClick the Format button on the Home tabWilmington UniversitybddPage 5

Click Tab ColorClick the colorReposition Worksheets in a WorkbookTo move worksheets in a workbook: Open the workbook that contains the sheets you want to rearrangeClick and hold the worksheet tab that will be moved until an arrow appears in the left cornerof the sheetDrag the worksheet to the desired locationInsert and Delete WorksheetsTo insert a worksheet Open the workbookClick the Insert button on the Cells group of the Home tabClick Insert SheetWilmington UniversitybddPage 6

To delete a worksheet Open the workbookClick the Delete button on the Cells group of the Home tabClick Delete SheetCopy and Paste Worksheets:To copy and paste a worksheet: Click the tab of the worksheet to be copiedRight click and choose Move or CopyChoose the desired position of the sheetClick the check box next to Create a CopyClick OKWilmington UniversitybddPage 7

WORKING WITH DATAExcel allows you to move, copy, and paste cells and cell content through cutting and pastingand copying and pasting.Select DataTo select a cell or data to be copied or cut: Click the cell Click and drag the cursor to select many cells in a rangeSelect a Row or ColumnTo select a row or column click on the row or column header.Copy and PasteTo copy and paste data:Wilmington UniversitybddPage 8

Select the cell(s) that you wish to copyOn the Clipboard group of the Home tab, click Copy Select the cell(s) where you would like to copy the dataOn the Clipboard group of the Home tab, click PasteCut and PasteTo cut and paste data: Select the cell(s) that you wish to copyOn the Clipboard group of the Home tab, click Cut Select the cell(s) where you would like to copy the dataOn the Clipboard group of the Home tab, click PasteUndo and RedoTo undo or redo your most recent actions: On the Quick Access ToolbarClick Undo or RedoWilmington UniversitybddPage 9

Auto FillThe Auto Fill feature fills cell data or series of data in a worksheet into a selected range ofcells. If you want the same data copied into the other cells, you only need to complete onecell. If you want to have a series of data (for example, days of the week) fill in the first twocells in the series and then use the auto fill feature. To use the Auto Fill feature: Click the Fill HandleDrag the Fill Handle to complete the cellsModifying the WorksheetInsert Cells, Rows, and ColumnsTo insert cells, rows, and columns in Excel: Place the cursor in the row below where you want the new row, or in the column to the left ofwhere you want the new columnClick the Insert button on the Cells group of the Home tabClick the appropriate choice: Cell, Row, or ColumnDelete Cells, Rows and ColumnsTo delete cells, rows, and columns: Place the cursor in the cell, row, or column that you want to deleteWilmington UniversitybddPage 10

Click the Delete button on the Cells group of the Home tabClick the appropriate choice: Cell, Row, or ColumnFind and ReplaceTo find data or find and replace data: Click the Find & Select button on the Editing group of the Home tabChoose Find or ReplaceComplete the Find What text boxClick on Options for more search optionsGo To CommandThe Go To command takes you to a specific cell either by cell reference (the Column Letterand the Row Number) or cell name. Click the Find & Select button on the Editing group of the Home tabClick Go ToWilmington UniversitybddPage 11

Spell CheckTo check the spelling: On the Review tab click the Spelling buttonSORT AND FILTERSorting and Filtering allow you to manipulate data in a worksheet based on given set ofcriteria.Basic SortsTo execute a basic descending or ascending sort based on one column: Highlight the cells that will be sortedClick the Sort & Filter button on the Home tabClick the Sort Ascending (A-Z) button or Sort Descending (Z-A) buttonWilmington UniversitybddPage 12

Custom SortsTo sort on the basis of more than one column: Click the Sort & Filter button on the Home tabChoose which column you want to sort by firstClick Add LevelChoose the next column you want to sortClick OKFilteringFiltering allows you to display only data that meets certain criteria. To filter: Click the column or columns that contain the data you wish to filterOn the Home tab, click on Sort & FilterClick Filter buttonClick the Arrow at the bottom of the first cell Click the Text FilterClick the Words you wish to Filter To clear the filter click the Sort & Filter buttonWilmington UniversitybddPage 13

Click ClearFORMATTING WORKSHEETConvert Text to ColumnsSometimes you will want to split data in one cell into two or more cells. You can do thiseasily by utilizing the Convert Text to Columns Wizard. Highlight the column in which you wish to split the dataClick the Text to Columns button on the Data tabClick Delimited if you have a comma or tab separating the data, or click fixed widths to setthe data separation at a specific size.Wilmington UniversitybddPage 14

Modify FontsModifying fonts in Excel will allow you to emphasize titles and headings. To modify a font: Select the cell or cells that you would like the font appliedOn the Font group on the Home tab, choose the font type, size, bold, italics, underline, orcolorWilmington UniversitybddPage 15

Format Cells Dialog BoxIn Excel, you can also apply specific formatting to a cell. To apply formatting to a cell orgroup of cells: Select the cell or cells that will have the formattingClick the Dialog Box arrow on the Alignment group of the Home tabThere are several tabs on this dialog box that allow you to modify properties of the cell orcells.Number: Allows for the display of different number types and decimal placesAlignment: Allows for the horizontal and vertical alignment of text, wrap text, shrink text,merge cells and the direction of the text.Font: Allows for control of font, font style, size, color, and additional featuresBorder: Border styles and colorsFill: Cell fill colors and stylesAdd Borders and Colors to CellsBorders and colors can be added to cells manually or through the use of styles. To addborders manually:Wilmington UniversitybddPage 16

Click the Borders drop down menu on the Font group of the Home tabChoose the appropriate borderTo apply colors manually: Click the Fill drop down menu on the Font group of the Home tabChoose the appropriate colorWilmington UniversitybddPage 17

To apply borders and colors using styles: Click Cell Styles on the Home tabChoose a style or click New Cell StyleChange Column Width and Row HeightTo change the width of a column or the height of a row: Click the Format button on the Cells group of the Home tabManually adjust the height and width by clicking Row Height or Column WidthTo use AutoFit click AutoFit Row Height or AutoFit Column WidthWilmington UniversitybddPage 18

Hide or Unhide Rows or ColumnsTo hide or unhide rows or columns: Select the row or column you wish to hide or unhideClick the Format button on the Cells group of the Home tabClick Hide & UnhideWilmington UniversitybddPage 19

Merge CellsTo merge cells select the cells you want to merge and click the Merge & Center button onthe Alignment group of the Home tab. The four choices for merging cells are:Merge & Center: Combines the cells and centers the contents in the new, larger cellMerge Across: Combines the cells across columns without centering dataMerge Cells: Combines the cells in a range without centeringUnmerge Cells: Splits the cell that has been mergedAlign Cell ContentsTo align cell contents, click the cell or cells you want to align and click on the options withinthe Alignment group on the Home tab. There are several options for alignment of cellcontents:Top Align: Aligns text to the top of the cellMiddle Align: Aligns text between the top and bottom of the cellWilmington UniversitybddPage 20

Bottom Align: Aligns text to the bottom of the cellAlign Text Left: Aligns text to the left of the cellCenter: Centers the text from left to right in the cellAlign Text Right: Aligns text to the right of the cellDecrease Indent: Decreases the indent between the left border and the textIncrease Indent: Increase the indent between the left border and the textOrientation: Rotate the text diagonally or verticallyCUSTOMIZE PAGE LAYOUTSplit a WorksheetYou can split a worksheet into multiple resizable panes for easier viewing of parts of aworksheet. To split a worksheet: Select any cell in center of the worksheet you want to splitClick the Split button on the View tabNotice the split in the screen, you can manipulate each part separatelyFreeze Rows and ColumnsYou can select a particular portion of a worksheet to stay static while you work on otherparts of the sheet. This is accomplished through the Freeze Rows and Columns Function.To Freeze a row or column: Click the Freeze Panes button on the View tabEither select a section to be frozen or click the defaults of top row or left columnTo unfreeze, click the Freeze Panes buttonClick UnfreezeWilmington UniversitybddPage 21

Hide WorksheetsTo hide a worksheet: Select the tab of the sheet you wish to hideRight-click on the tabClick HideTo unhide a worksheet: Right-click on any worksheet tabClick UnhideChoose the worksheet to unhideWilmington UniversitybddPage 22

PAGE PROPERTIES AND PRINTINGSet Print TitlesThe print titles function allows you to repeat the column and row headings at the beginningof each new page to make reading a multiple page sheet easier to read when printed. ToPrint Titles: Click the Page Layout tab on the RibbonClick the Print Titles buttonIn the Print Titles section, click the box to select the rows/columns to be repeatedSelect the row or columnClick the Select Row/Column ButtonClick OKCreate a Header or FooterTo create a header or footer: Click the Header & Footer button on the Insert tabThis will display the Header & Footer Design Tools TabTo switch between the Header and Footer, click the Go to Header or Go to Footer buttonWilmington UniversitybddPage 23

To insert text, enter the text in the header or footerTo enter preprogrammed data such as page numbers, date, time, file name or sheet name,click the appropriate buttonTo change the location of data, click the desired cellSet Page MarginsTo set the page margins: Click the Margins button on the Page Layout tabSelect one of the give choices, orWilmington UniversitybddPage 24

Click Custom MarginsComplete the boxes to set marginsClick OkChange Page OrientationTo change the page orientation from portrait to landscape: Click the Orientation button on the Page Layout tabChoose Portrait or LandscapeWilmington UniversitybddPage 25

Set Page BreaksYou can manually set up page breaks in a worksheet for ease of reading when the sheet isprinted. To set a page break: Click the Breaks button on the Page Layout tabClick Insert Page BreakPrint a RangeThere may be times when you only want to print a portion of a worksheet. This is easilydone through the Print Range function. To print a range: Select the area to be printedClick the Print Area button on the Page Layout tabClick Select Print AreaCHARTSCharts allow you to present information contained in the worksheet in a graphic format.Excel offers many types of charts including: Column, Line, Pie, Bar, Area, Scatter andmore. To view the charts available click the Insert Tab on the Ribbon.Create a ChartTo create a chart: Select the cells that contain the data you want to use in the chartClick the Insert tab on the RibbonClick the type of Chart you want to createWilmington UniversitybddPage 26

Modify a ChartOnce you have created a chart you can do several things to modify the chart.To move the chart: Click the Chart and Drag it another location on the same worksheet, orClick the Move Chart button on the Design tabChoose the desired location (either a new sheet or a current sheet in the workbook)To change the data included in the chart: Click the ChartClick the Select Data button on the Design tabWilmington UniversitybddPage 27

To reverse which data are displayed in the rows and columns: Click the ChartClick the Switch Row/Column button on the Design tabTo modify the labels and titles: Click the ChartOn the Layout tab, click the Chart Title or the Data Labels buttonChange the Title and click EnterWilmington UniversitybddPage 28

Chart ToolsThe Chart Tools appear on the Ribbon when you click on the chart. The tools are located onthree tabs: Design, Layout, and Format.Within the Design tab you can control the chart type, layout, styles, and location.Within the Layout tab you can control inserting pictures, shapes and text boxes, labels,axes, background, and analysis.Within the Format tab you can modify shape styles, word styles and size of the chart.Copy a Chart to Word Select the chartClick Copy on the Home tabGo to the Word document where you want the chart locatedClick Paste on the Home tabWilmington UniversitybddPage 29

GRAPHICSAdding a PictureTo add a picture: Click the Insert tabClick the Picture buttonBrowse to the picture from your filesClick the name of the pictureClick InsertTo move the graphic, click it and drag it to where you want itAdding Clip ArtTo add Clip Art: Click the Insert tabClick the Clip Art buttonSearch for the clip art using the search Clip Art dialog boxClick the clip artTo move the graphic, click it and drag it to where you want itWilmington UniversitybddPage 30

Editing Pictures and Clip ArtWhen you add a graphic to the worksheet, an additional tab appears on the Ribbon. TheFormat tab allows you to format the pictures and graphics. This tab has four groups:Adjust: Controls the picture brightness, contrast, and colorsPicture Style: Allows you to place a frame or border around the picture and add effectsArrange: Controls the alignment and rotation of the pictureSize: Cropping and size of graphicAdding ShapesTo add Shape: Click the Insert tabClick the Shapes buttonClick the shape you chooseWilmington UniversitybddPage 31

Click the WorksheetDrag the cursor to expand the ShapeTo format the shapes: Click the ShapeClick the Format tabWilmington UniversitybddPage 32

Adding SmartArtSmartArt is a feature in Office 2007 that allows you to choose from a variety of graphics,including flow charts, lists, cycles, and processes. To add SmartArt: Click the Insert tabClick the SmartArt buttonClick the SmartArt you choose Select the Smart ArtDrag it to the desired location in the worksheetTo format the SmartArt: Select the SmartArtClick either the Design or the Format tabClick the SmartArt to add text and pictures.Wilmington UniversitybddPage 33

CALCULATIONSExcel FormulasA formula is a set of mathematical instructions that can be used in Excel to performcalculations. Formals are started in the formula box with an sign.There are many elements to and excel formula.References: The cell or range of cells that you want to use in your calculationOperators: Symbols ( , -, *, /, etc.) that specify the calculation to be performedConstants: Numbers or text values that do not changeFunctions: Predefined formulas in ExcelTo create a basic formula in Excel: Select the cell for the formulaType (the equal sign) and the formulaClick EnterCalculate with FunctionsA function is a built in formula in Excel. A function has a name and arguments (themathematical function) in parentheses. Common functions in Excel:Sum: Adds all cells in the argumentAverage: Calculates the average of the cells in the argumentMin: Finds the minimum valueMax: Finds the maximum valueCount: Finds the number of cells that contain a numerical value within a range of theargumentWilmington UniversitybddPage 34

To calculate a function: Click the cell where you want the function appliedClick the Insert Function buttonChoose the functionClick OK Complete the Number 1 box with the first cell in the range that you want calculatedComplete the Number 2 box with the last cell in the range that you want calculatedFunction LibraryThe function library is a large group of functions on the Formula Tab of the Ribbon. Thesefunctions include:AutoSum: Easily calculates the sum of a rangeRecently Used: All recently used functionsFinancial: Accrued interest, cash flow return rates and additional financial functionsLogical: And, If, True, False, etc.Text: Text based functionsDate & Time: Functions calculated on date and timeMath & Trig: Mathematical FunctionsWilmington UniversitybddPage 35

Relative, Absolute and Mixed ReferencesCalling cells by just their column and row labels (such as "A1") is called relativereferencing. When a formula contains relative referencing and it is copied from one cell toanother, Excel does not create an exact copy of the formula. It will change cell addressesrelative to the row and column they are moved to. For example, if a simple addition formulain cell C1 " (A1 B1)" is copied to cell C2, the formula would change to " (A2 B2)" toreflect the new row. To prevent this change, cells must be called by absolute referencingand this is accomplished by placing dollar signs " " within the cell addresses in the formula.Continuing the previous example, the formula in cell C1 would read " ( A 1 B 1)" if thevalue of cell C2 should be the sum of cells A1 and B1. Both the column and row of both cellsare absolute and will not change when copied. Mixed referencing can also be used whereonly the row OR column fixed. For example, in the formula " (A 1 B2)", the row of cellA1 is fixed and the column of cell B2 is fixed.Linking WorksheetsYou may want to use the value from a cell in another worksheet within the same workbookin a formula. For example, the value of cell A1 in the current worksheet and cell A2 in thesecond worksheet can be added using the format "sheetname!celladdress". The formula forthis example would be " A1 Sheet2!A2" where the value of cell A1 in the currentworksheet is added to the value of cell A2 in the worksheet named "Sheet2".Wilmington UniversitybddPage 36

Excel will not be able to open an Excel 2007 worksheet unless you save it as an Excel 97-2003 Format. To use the Save As feature: Click the Microsoft Office Button Click Save As Type in the name for the Workbook In the Save as Type box, choose Excel 97-2003 Workbook Open a Workbook To open an existing workbook:

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