Microsoft Excel Basic Tutorial.

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Presentation transcript:

Microsoft Excel Basic Tutorial

Basics Columns run vertically, and are labeled with letters. Rows run horizontally, and are labeled with numbers. Each individual unit within a column and row is called a cell. Excel toolbar illustrating all available navigation tabs.

Headings, Row Height, and Column Width Click on cell A1, hold and drag to select cells A1-F1. Click Merge & Center (Home tab, alignment section). Type University of Missouri-St. Louis in the data field. Repeat steps from cells A2-F2, and type Net Assets In cells A4-F4, type Asset, July, August, September, Total, and Percent of Total Net Assets respectively. Highlight cells A4-F4. In the Alignment section of the Home tab, select the two center buttons for ‘center’ and ‘middle align.’ In the Cells section (home tab) click Format, select row height, set row height to 45. Again select the Cells section, select AutoFit Column Width.

Entering Data Type the following data entries for cells A5-A8 respectively, hitting enter in between each entry to move to the cell directly below. Transportation Water Power Hospital Follow the table to enter data for each respective month and asset. Do not worry about the dollar signs, that will come later. (If a series of number signs appear instead of a number, try AutoFiting the column width)

Totals and AutoFill Select cell E5 under the Total column. On the toolbar, select the Formula tab. Click AutoSum and hit enter. The total for the row should appear. With cell E5 still selected, hold the cursor in the bottom right corner until a small black cross (+) appears. Hold down and select cells E6-E8 to AutoFill the totals for the remaining assets.

Totals and AutoFill cont. In cell A9 type Total Net Assets. Calculate the total assets for the month of July (cell B9) using the AutoSum feature. You will now be able to AutoFill the remaining totals in cells C9-E9.

Percentages Select cell F5 and type the formula =E5/$E$9 and hit enter. This formula will divide the total in E5 by the total in E9, giving the percentage. The dollar signs set a fixed number (cell E9) so that the formula can be copied and pasted without any issue. The remaining percentages in cells F6-F8 can now be AutoFilled. You will end up with a decimal, that is fine. Do not worry about the format at this time, that will come later.

Minimums, Maximums, and Averages In cells A11-A13, type Minimum, Maximum, and Average respectively. Select cell B11, in the Formulas tab, select the AutoSum ‘more options’ arrow, select the ‘min’ function. Make sure only cells B5-B8 are selected, now hit enter. AutoFill across the row to complete the minimum asset field. Repeat these steps using the ‘max’ and ‘average’ functions found under the AutoSum ‘more options’ arrow. Complete the totals for all three months.

Styles and Formatting Highlight the entire table and set column width (Home tab, format) to 17. Select cell F4 and wrap text (Home tab, Alignment). Highlight cells B5-E9, select the Styles drop down arrow, select the Currency [0] style. Repeat for cells B11-D13. Highlight cells B9-E9, in the styles drop down arrow, select the Total style. Highlight cells F5-F8, in the Styles drop down arrow, select the Percent style. Feel free to change the color style to your preference.

Charts and Graphs Select cells A5-A8. Hold down control to select an additional set of cells (in this case select cells F5-F8) With both sets selected, click the Insert tab and select the Pie Chart icon. You can change the format and settings of the chart by using the three icons in the top right corner.

Shortcuts

Additional Resources https://support.office.com/en-us/article/Excel-training-9bc05390-e94c-46af- a5b3-d7c22f6990bb http://www.excel-easy.com/ http://www.excel-easy.com/introduction/formulas-functions.html http://www.excel-easy.com/basics/keyboard-shortcuts.html http://www.excel-easy.com/basics/format-cells.html http://www.excel-easy.com/functions/date-time-functions.html http://www.excel-easy.com/functions/cell-references.html

Microsoft Excel Part 2

Filtering Data To filter specific data from a larger pool of data, select the Sort and Filter button on the Editing section of the Home tab, a drop down arrow will appear next to each column heading. Select the arrow for the heading you wish to filter. Select or deselect the desired subheadings to filter data as needed.

Custom Sort Highlight all data to be included in the sort. In the Editing section of the Home tab, select the Sort & Filter drop down arrow. Select Custom Sort Make sure the check box “My data has headers” is selected (if your data has headers) You may then sort your data as you see fit

Pivot Tables On the Tables section of the Insert tab, select Pivot Table. The “Create Pivot Table” window will appear and will automatically select all of the data for you. Click OK, this will create a separate workbook specifically for the table. In the Pivot Table Fields window you can customize your table and select data you wish to be filtered and displayed. Drag and drop data fields to the desired rows or columns boxes to arrange data in the table.