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IT TrainingHandbookIntroduction toMicrosoft Excel 2013Version 2.1April 2017

March 2017Copyright 2017, San Diego Unified School District. All rights reserved.This Workbook may be reproduced internally by San Diego Unified School District. Except as noted, all rights are reserved. No part of thispublication may be reproduced, transcribed, stored in retrieval systems, or translated into any language in any form by any means withoutwritten permission of San Diego Unified School District, Integrated Technology Support Services (ITSS), 4100 Normal St, San Diego, CA 92103IT Training

March 2017Table of ContentsPart 1: Introduction to Microsoft Excel 2013. 5About Microsoft Excel 2013 . 6Starting Excel . 6Overview of the Excel User Interface . 7Quick Access Toolbar . 9Ribbon . 9Standard Tabs . 11Contextual Tabs . 11Optional Tabs . 11Custom Tabs . 11Mini Toolbar . 12Shortcut Menus . 12Backstage View . 12Create and Save a New Workbook . 13Exercise 1.0: Create a New Workbook . 13Exercise 1.1: Save a New Workbook . 14Open an Existing Workbook . 15Exercise 1.2: Open a Workbook from within Excel . 15Part 2: Formatting . 17Formatting Text . 18Font Style . 18Font Size . 19Font Effects . 19Exercise 2.0: Format Cell Content . 20Format Painter . 20Exercise 2.1: Copy Formatting & Apply to a Different Cell . 20IT TrainingIntroduction to Microsoft Excel 2013 Page 1

March 2017Exercise 2.3: Apply Format Painter to Non-Consecutive Cells . 21Editing Cells . 21Select a Single Cell . 21Select a Group of Cells . 21Select an Entire Worksheet . 22Replace Cell Contents . 22Move Content of Cell (or Cells) . 22Exercise 2.4: Move a Cell’s Contents . 22Copy-and-Paste Cell Contents. 23Exercise 2.5: Copy-and-Paste Cell Contents . 23Cut-and-Paste Cell Contents . 24Exercise 2.6: Cut-and-Paste Cell Contents. 24Undo / Redo . 25Clear All Formatting . 25Exercise 2.7: Clear All Formatting from Selected Cells . 25How to Tilt Text in a Header Cell . 26Exercise 2.8: Tilting Text within a Cell . 26Part 3: Page Layout . 29The PAGE LAYOUT Ribbon . 30Margins . 30Exercise 3.0: Margins Command on the PAGE LAYOUT Ribbon . 31Exercise 3.1: Page Setup Dialog Box . 32Exercise 3.2: Setting Margins on the Ruler . 33Exercise 3.3: Format Cells for Currency, Accounting, etc. . 34Part 4: Insert or Delete Columns & Rows . 35How to Insert or Delete Columns and Rows . 36Exercise 4.0: Insert a New Column . 36Exercise 4.1: Delete a Column . 37Hide or Unhide Columns or Rows . 38Exercise 4.2: Hide/Unhide Columns or Rows . 38Part 5: Sorting & Filtering. 41Sorting & Filtering. 42IT TrainingIntroduction to Microsoft Excel 2013 Page 2

March 2017SORTING . 42FILTERING . 42Exercise 5.0: Sort Data . 42Exercise 5.1: Filter Data . 44Part 6: Headers & Footers. 47Inserting Headers & Footers. 48Exercise 6.0: Create a Header or Footer. 48Exercise 6.1: Add a Date Stamp to a Header or Footer . 50Exercise 6.2: Add a Time Stamp to a Header or Footer. 51Exercise 6.3: Add Page Numbers to a Header or Footer . 52Part 7: Bookmarks & Hyperlinks . 53Inserting Bookmarks & Hyperlinks . 54How to Link to Another Cell in Any Worksheet: . 54Exercise 7.0: Insert a Bookmark Link . 54How to Create a Hyperlink to a Specific Website . 55Exercise 7.1: Insert a Hyperlink . 55Part 8: Formulas & Functions . 57Formulas & Functions . 58Parts of a Formula . 59Exercise 8.0: Build a Formula by Entering it . 59Formula Tab. 60Exercise 8.1: Build a Formula with the Function Library; AutoSum . 61Exercise 8.2: Build a Formula using the CONCATENATE Function. 64Exercise 8.3: Build a Formula using the PROPER Function . 66How to Split a Cell with Full Names into Two Cells . 69Exercise 8.4: How to Split a Full Name into Two Cells . 69Part 9: Insert & Modify Charts . 73Insert and Modify a Chart. 74Excel Charts . 74Exercise 9.0: Insert and Modify a Bar Chart . 74Exercise 9.1: Insert and Modify a Pie Chart . 79Part 10: Tips & Tricks . 83IT TrainingIntroduction to Microsoft Excel 2013 Page 3

March 2017Previewing & Printing Excel Worksheets . 84How to Print the Worksheet Header . 85Exercise 10.0: How to Print the Worksheet Header on each page . 85How to Shade Every Other Row in Excel 2013 . 86Exercise 10.1: How to Shade Every Other Row in Excel . 86Using Paste Special Values to Remove Formulas . 88How to Freeze the Top Row of a Worksheet . 89Exercise 10.2: How to Freeze the Top Row . 89How to Split a Screen to Display two Programs . 90Exercise 10.3: How to display Two Programs at the same time . 90Proofreading: The Excel Spell Check Command . 91Limitations of the Excel Spelling Check Feature . 91The Find & Replace Feature . 93Exercise 10.4: Find “Student” and Replace it with “Pupil” . 93Basic Keyboard Shortcuts . 95Help . 97IT TrainingIntroduction to Microsoft Excel 2013 Page 4

March 2017Part 1:Introduction toMicrosoft Excel2013IT TrainingIntroduction to Microsoft Excel 2013 Page 5

March 2017About Microsoft Excel 2013Microsoft Excel is a worksheet application software program. It was designed to create tables of values(usually numeric) arranged in rows and columns that can be manipulated mathematically using bothbasic and complex arithmetic operations and functions. Excel contains many robust tools to create andedit worksheets. You can customize Excel to fit your needs or just use Excel as it was originally designed.This handbook was written by one of our SDUSD IT Trainers expressly for use by the employees of theSan Diego Unified School District. It is a general overview covering only basic Excel features.Note: The illustrations and step-by-step instructions in this handbook were created in Word 2013software on a PC computer using Windows 7.Starting ExcelThere are several ways to start Excel on your computer (methods will vary depending on whichoperating system is in use).1. The Start Menu:a. Click the Start button.b. Click All Programs.c. Click Microsoft Office 2013.d. Click Excel 2013.e. The Excel Start screen appears (see illustration below).IT TrainingIntroduction to Microsoft Excel 2013 Page 6

March 20172. The Taskbar or Desktop:a. Locate the Excel icon on the Taskbar (the horizontal bar across the bottom of theWindows desktop screen). Click the Excel icon to launch Excel.b. Locate the Excel icon on the Desktop (the main background screen on yourcomputer monitor). Double-click the Excel icon to launch Excel.3. An Existing Excel File:a. Locate the existing Excel file on your computer desktop. Double-click that file icon. This willlaunch Excel and open that specific Workbook simultaneously.Overview of the Excel User InterfaceAll Microsoft Office 2013 software programs share the same, basic user-interface. What you learn in oneMicrosoft Office program (Word, Excel, PowerPoint, etc.) can also be applied to the other MicrosoftOffice programs. Although Microsoft Office programs share some common tools and features, each hasits own unique tabs, groups, menus, and abilities based on the function of that program.Quick Access ToolbarTabTitle BarRibbonGroupActive CellColumn NamesFormula BarRow NamesWorksheetPageScroll BarWorksheet NameStatus BarIT TrainingIntroduction to Microsoft Excel 2013 Page 7

March 2017NameDescriptionQuick AccessToolbarDisplayed in the upper left corner. This toolbar contains frequently usedcommands. It can be customized and relocated to meet the user’s needs.TabsLabels of the various Ribbons. Only one Tab/Ribbon can be seen and used at atime.TitleAKA “Title Bar”. Displays name of Workbook and program in use.RibbonLarge rectangle or banner across the top of the interface (beneath the tabnames) displaying Groups of related commands specific to each tab name.GroupEach Tab/Ribbon has named groupings of related buttons and commands. Forexample, the Number Group has a collection of commands related to hownumbers look on the worksheet.Active CellThe point at which a column and row intersect where you last clicked. If youtype anything, it will appear in the active cell. Each cell has a name based on itsintersecting column and row. The first active cell is named Cell A1.Formula BarField where cell contents are displayed. Whatever you type into a cell (formula,numbers, or text, etc.) will display here. When you want to edit the contents ofa cell, do it here.Column NamesEach vertical column is labeled with a letter (or letters) in alphabetical orderbeginning on the left of the Worksheet with an A and ending on the extremeright with XFD (a total of 16,384 columns).Row NamesEach horizontal row is labeled by numbers beginning with 1 and extending allthe way down to the last row at 1,048,576 (that’s a grand total of17,179,869,184 cells in all of the columns and rows available in eachWorksheet).Worksheet PageThe worksheet page (or Spreadsheet) is filled with cells organized inalphanumeric columns and rows.Scroll Bar(s)Displayed along the right (and sometimes bottom) edge of the window, used tonavigate to various parts of the Worksheet.Worksheet NameThis is a tab at the bottom of each worksheet page with its name on it. Thedefault name is always Sheet 1, 2, 3, etc. You can modify the name on the taband color code it as well.Note: To rename it, simply double click on the tab to highlight it. Type the newname, then press Enter to lock it in. To change the tab color, simply right click onthe tab and select Tab Color from the shortcut menu and make your choice.Status BarLocated along the horizontal bottom edge of the window, it contains statusinformation about the current worksheet, which View you are using to see theworksheet, and the Zoom tool to zoom in and out (magnify).IT TrainingIntroduction to Microsoft Excel 2013 Page 8

March 2017Quick Access ToolbarLocated in the upper left corner of the Excel user interface, the Quick Access Toolbar is a convenientplace with single-click access to common tools such as Save, Undo, and Open (an existing file). You cancustomize the Quick Access Toolbar to contain any number of commands/buttons you prefer. The QuickAccess Toolbar can be positioned above or below the Ribbon.Add a Command to the Quick Access Toolbar:1. On the Ribbon of your choice, right-click thecommand or button you want to add.2. Left-click Add to Quick Access Toolbar on theshortcut menu that appears.Remove a Command from the Quick Access Toolbar:1. On the Quick Access Toolbar, right-click thecommand or button you want to remove.2. Left-click Remove from Quick Access Toolbaron the shortcut menu that appears.Additional Options:Click the More button on the right edge of the Quick Access Toolbar to display amenu with additional options and commands you can use to further customize thetoolbar. Click on any item on the list to add that command to the QAT (a check nextto the command indicates that it is active).MoreButtonNote: The Quick Access Toolbar and the tab ribbons can also be customized from the Excel Optionsdialog box: File tab Options Customize Ribbon or Quick Access Toolbar.RibbonThe Ribbon is the large rectangular band going across the top of the Excel window with several groups ofcommands and dropdown menus. These groups help you quickly locate the tools you need. The Ribbonis comprised of a set of categorized Tabs (see illustration on next page). When you click a Tab it isbrought forward as the current, active Tab in use. Each Tab contains sets of commands and featuresrelated to the name of the Tab. These commands are organized into several Groups within each Tab.The Tab names (labels) are written in all capital letters and located along the top of the Ribbon. TheGroup names are located along the bottom edge of the Ribbon.IT TrainingIntroduction to Microsoft Excel 2013 Page 9

March 2017Commands in the Ribbon generally appear as buttons, drop-down lists, labeled icons, or galleries. Inmany of the groups (at the bottom-right corner), there is a dialog box button. When you click this buttona dialog box is displayed containing a group of specialized commands. After selecting commands ormaking changes within the dialog box, it is necessary to click OK to activate the commands or make thechanges and close the dialog box.Standard TabsGroupRibbon TabNameDialog box button for“Font” GroupDescriptionFILEDisplays the Backstage view with commands and options related to managing filesand customizing Excel.HOMEContains the most frequently used, common commands and tools. It is the activeTab (in front) by default each time you open Excel.INSERTContains commands related to things you can insert into a worksheet such aspictures, hyperlinks, tables, pivot tables, or charts.PAGE LAYOUTContains commands related to changing the layout of a worksheet, such as margins,themes, or cell size.FORMULASContains commands related to creating, inserting, or modifying formulas, includingcalculations and functions.DATAContains commands related to importing, filtering, and manipulating data fromother sources, as well as, data you enter yourself.REVIEWContains commands related to proofreading, adding comments, tracking otherpeople’s work on a worksheet, or protecting a worksheet.VIEWContains commands related to changing how the worksheet is displayed on yourcomputer screen, such as zooming in or out, seeing it as it will print out, or freezing apane to stand still while others around it can move.IT TrainingIntroduction to Microsoft Excel 2013 Page 10

March 2017Standard TabsExcel’s default setting always displays the standard (default) Tabs each time you launch and use Excel.Each Tab’s label indicates the types of commands it has. For example, the INSERT Tab containscommands that have to do with inserting objects into a Workbook such as pictures, charts, worksheets,hyperlinks, or textboxes.Contextual TabsContextual Tabs are those Tabs that appear only when you create or select certain things in yourWorkbook, such as tables, charts, or pictures (all these are also known as “graphics”). Contextual Tabscontain commands that specifically affect only the object you are actively working on. If you click awayfrom that object into another area of the Workbook, the contextual tab disappears. When you click onthat same object again, the contextual tab returns. Contextual tabs appear just above the standard tabs,and are often colored differently to make them easier to see and use.Optional TabsYou can display additional, optional Tabs. You can choose these from the Backstage view of Excel(discussed further on in this handbook), by clicking FILE OPTIONS CUSTOMIZE RIBBON. Theseoptional Tabs have additional commands and buttons not found on the standard Tabs.Optional TabsContextual TabCustom TabsYou can create your own customized Tabs and name them any way you wish. You can place anycommands or buttons Excel has in customized groups according to your preference.IT TrainingIntroduction to Microsoft Excel 2013 Page 11

March 2017Mini ToolbarFrequently confused with the Quick Access Toolbar, the Mini Toolbardisplays right next to your cursor whenever you select (highlight) acell or cells, or when you right-click an object. The Mini Toolbar hascommands that will affect only the cell contents or object youselected—not the entire Worksheet.Shortcut MenusA Shortcut Menu will display next to most items you right-click on.These are content-sensitive menus designed to help you do thingsdirectly related to the item you selected. The Shortcut Menu will havedifferent commands depending on which item you selected.Backstage ViewWhen you click the FILE tab, it displays the Backstage view. This is where you complete tasks related tomanaging your Excel Workbook files (Spreadsheets) and customizing Excel to suit your needs. Use theBackstage to create new Workbooks, open existing ones, save Workbook files, print your Worksheets orWorkbooks, and many other tasks.Click the Back button to returnto the worksheet.IT TrainingIntroduction to Microsoft Excel 2013 Page 12

March 2017Create and Save a New WorkbookWhen you launch Excel 2013 you will see a Start screen with pictures (icons) of different Excel templatestyles to choose from. Until you are more familiar with Excel styles and themes, click the “BlankWorkbook” template in the upper left corner and a new, blank Worksheet will appear. You can thenbegin entering data on your Worksheet.The Title or Title Bar will default to a name like Book1, Book2, and so on, until you save the Workbookwith a name/title of your own choice.Exercise 1.0: Create a New Workbook1. Click FILE New Blank Workbook.Then clickhereClick hereThen clickhereIT TrainingIntroduction to Microsoft Excel 2013 Page 13

March 2017Exercise 1.1: Save a New Workbook1. Click the Save button above the FILE tab(on the Quick Access Toolbar).Savebutton2. Navigate to the location where you want to save the Excel Workbook file.3. You will see the Save As window appear. Type a name (title) for the Workbook into the FileName field (at the bottom of the window). Note that the default type of file the Workbook willbe saved as is a regular Excel Workbook with a default file extension of xlsx. Click the Savebutton in the lower right corner.4. The Title of your Workbook nowdisplays the name you gave it.New savedtitleNote the location whereyou are saving the fileType the file namehereThen clickhereIT TrainingIntroduction to Microsoft Excel 2013 Page 14

March 2017Open an Existing WorkbookTo open a Workbook you created and saved previously, first launch Excel and then open the file fromwithin the software. Another option is to navigate to the location of the saved file and open it directlyfrom there.Exercise 1.2: Open a Workbook from within Excel1. Launch Excel from the Start menu (or from the Excel icons on the Taskbar or Desktop). Refer tothe Starting Excel section of this handbook (page 6).2. Click FILE OpenClick FILEClick Open3. Find your Workbook file in the list of Recent Workbooks and double click to open it. If it is notlisted there click on “Open” then navigate to the location of the file to open it.IT TrainingIntroduction to Microsoft Excel 2013 Page 15

March 2017IT TrainingIntroduction to Microsoft Excel 2013 Page 16

March 2017Part 2:Formatting&EditingIT TrainingIntroduction to Microsoft Excel 2013 Page 17

March 2017Formatting generally means changing the way text, numbers, or objects look in your workbook. Anexample would be adding bold or underlined text, or changing the color of something. An exception tothis might be when someone refers to “how a Workbook is formatted what format is it?” They mightbe referring to the kind of file it is. Is the Workbook formatted as a regular Excel Workbook? Or, is itformatted as an Adobe Reader PDF file, etc.?Editing means changing the content itself, such as deleting or adding words, moving paragraphsaround, or proofreading for errors.Formatting Text/DataFont StyleIn Excel, the term “font” refers to what used to be called “typeface”, or the specific design or style oflettering. Excel has many different fonts to choose from, and they each have a unique name. The fontused in this handbook is called Calibri. Here are several other commonly used fonts:Times New RomanArialCambriaTahomaAnd here are several fonts generally used only for special effects or decoration:Brush ScriptAlgerianGigiOld EnglishTo change the font style of your text, first you select the text (click-and-drag to highlight it) and thenchoose the font style you want to apply from the font drop-down menu. The font menu is found on theRibbon in the HOME tab, within the Font group (see Figures 1 & 2). You can also use the Mini Toolbar thatappears when you first select the text (see Fig

Introduction to Microsoft Excel 2013 Page 6 About Microsoft Excel 2013 Microsoft Excel is a worksheet application software program. It was designed to create tables of values (usually numeric) arranged in rows and columns that can be manipulated mathematically using both basic and complex arithmetic operations and functions.

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Select Microsoft Office from the menu options, and then click on Microsoft Excel 2013. Note: After Excel has been launched for the first time, the icon will be Excel located on the Quick Launch pane. . File: Microsoft Excel 2013 Fundamentals Page 11 of 52 03/03/15 . C. Type Text and Numbers .

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