Beginner - Intermediate Microsoft Excel Excel 2010 Tutorial For Beginners #1 - Overview (Microsoft Excel) https://www.youtube.com/watch?v=eI_7oc-E3h0 Excel Formula Basics: How to use the SUM, COUNT, AVERAGE formulas to set up summary tables https://www.youtube.com/watch?v=ynooYQfkY6w GCFLearnFree.org: Microsoft Excel 2013 video playlist https://www.youtube.com/playlist?list=PLpQQipWcxwt_7KKPzPuw0Re86-WeWe9Gc Beginner - Intermediate

Create and Manage Worksheets and Workbooks Agenda Create and Manage Worksheets and Workbooks: Getting Started with Excel, Create Cells and Ranges, Create Tables, Apply Formulas and Functions, Create Charts and Objects, Sharing and Collaborating Create and Manage Worksheets and Workbooks Getting Started with Excel, Creating and Opening Workbooks, Saving and Sharing Workbooks, Cell Basics Modifying Columns, Rows, and Cells, Formatting Cells, Worksheet Basics, Page Layout, Freezing Panes, View Options, Printing Workbooks Create Cells and Ranges Sharing and Collaborating Track Changes and Comments, Protecting Workbooks Track Changes and Comments Finalizing and Protecting Workbooks Apply Formulas and Functions Relative and Absolute Cell References, Simple Formulas, Complex Formulas, Functions, PivotTables, What-If Analysis

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Improve knowledge and understanding of Microsoft Excel Goal Improve knowledge and understanding of Microsoft Excel

Worksheets and Workbooks

The Workbook Document title Name of cell Column Formula bar Highlighted cell Document title- give the document a relevant name Highlighted cell- shows selected cell(s) Name of cell- displays name of selected cell(s). Naming convention in MS Excel: column= letters, rows=numbers. Worksheet tabs- one workbook can contain different tabs that you can switch between Formula bar- displays formula in selected cell Row Worksheet tabs Document view

Creating and Opening Workbooks New Blank Workbook Template Open Existing Workbook

Saving Save as Save Use Save as when you are first saving to give your document a name Use Save as to make a copy Remember to save as you go along!

Sharing

Worksheet basics Moving worksheet tabs Renaming worksheet tabs Click on the tab and drag it to where you want it to be moved Renaming worksheet tabs Right-click on the tab and select rename Create copy of worksheet Right-click and select move or copy Tick ‘create a copy’

Selected cell(s) names Cell basics What are cells? The intersection of rows and columns Cell name is made of column letter and row number Selected cell(s) names Selected column = D Selected row = 4 Selected cell = D4

Cell ranges It is possible to select a group of cells

Cell content Inserting content Deleting content Select desired cell Begin typing Deleting content Select desired cell(s) Press delete to delete all cell content Double-click to allow editing

Cut, copy and paste Cut → Paste Copy → Paste moves content Copy → Paste duplicates content Several Paste options available

Find and replace

Columns, rows and cells Modify width/height Modify all Autofit- double click Modify all

Insert and Delete rows/columns Select row/column Home tab → Insert Insert cells Insert sheet rows Insert sheet columns

Hide and unhide rows and columns Select row/column Right-click → Hide/unhide

Page layout

Freeze panes and view options

Printing workbooks

Entering data Select cell by click once on the cell Type text/numbers etc Press enter

Formatting data Selecting a cell applies the changes to all text in the cell Font Style Font Size Font Colour Boldface, Italics, Underline Alignment (vertical and horizontal) Format painter

Formatting attributes Can change the way letters, numbers or dates are displayed

Cells and Ranges

Groups and subtotals

Sparklines

Conditional formatting

Selecting a range of cells Select a cell Hold down the mouse button and drag the mouse until the desired cell range is covered

Wrapping text and merging cells

Borders and fill Border Fill Border: Select the cell/range of cells Choose which sides of the cell/range will have a border Fill: Choose colour

Filling Data Used to ‘autofill’ data in a series e.g. numbers or dates Enter the first couple points in the series into separate cells e.g. 1 and 2 Select these cells Put the mouse over the small box on the bottom right hand corner of the selection Mouse handle will change to a small black cross Drag the mouse pointer down as needed

Tables

Making a table 1. 2. 3. Step 1: Select table range, click insert, select table Step 2: Select whether table columns already has headers

Formatting a table Design → Quick styles Insert Rows/Columns Right click on the cell Select Insert Choose ‘Table columns to the left’ or ‘Table rows above’ the selected cell Change row/column height Deleting rows When inserting rows and columns, make sure to select the row or column by clicking its heading so all of the cells in that row or column are selected. If you select just a cell in the row or column, only a new cell will be inserted.

Filtering and sorting data in tables Lets you view specific data Select header row Data → Filter Use the white drop-down arrows to choose how you filter your data Can also be used to sort data Filter for income over 10 weekly Sort Income source alphabetically View only income from employment Symbol appears when a filter is in effect

Sorting data

Filtering data

Formulas and Functions

BODMAS 4*3+2-1 = 13 or 19? (4*3)+2-1 = 13 4*(3+2)-1 = 19 Brackets () Orders ^ Division / Multiplication * Addition + Subtraction - 4*3+2-1 = 13 or 19? (4*3)+2-1 = 13 4*(3+2)-1 = 19

Entering formulae Select the cell Enter an equal sign to let Excel know a formula is being entered 1. Using the example of the 4 times table Column E contains formulae In cell E3 type “=A3*C3” Press enter 2. Select E4 and drag the small box at the bottom right corner to E14 to fill the rest of column E If the result of a formula is too large to be displayed in a cell, it may appear as pound signs (#######) instead of a value. This means the column is not wide enough to display the cell content. Simply increase the column width to show the cell content. Explain using filling function for formulas: -uses corresponding cells -to create an absolute reference cell put dollar signs around the cell name eg $C$1 -explain the equal sign in column D is created by putting ‘ in front of the equal sign Edit formula using formula bar

AutoSum Select the cell Click on the drop-down menu by the sum function highlighted in a red box Select the cells you would like to calculate the sum of Press enter Select the cell with the sum- notice the formula in the formula bar

Charts and Objects

Making charts Select the data to use in your chart Insert→ Choose chart type (e.g. bar chart) Design Change chart type Change chart colours Give the chart a title Bar charts comparing spend and desired spend Do not include totals in chart range as this will distort the data

Protecting Workbooks and Wroksheets

Protecting Changes

@Leadership Everyday - Pradeep Take-Aways By the end of this training you should: Grasp the basics of Microsoft Excel- formatting, tables and charts Understand the use of Excel in budgeting Self reading for more insights: The Budget Planner- http://www.moneysavingexpert.com/banking/Budget-planning The Money Advice Service- https://www.moneyadviceservice.org.uk/en/categories/managing-money Excel 2010, GCF LearnFree.org- http://www.gcflearnfree.org/excel2010 Saving: https://www.citizensadvice.org.uk/debt-and-money/savings/about-savings/ @Leadership Everyday - Pradeep

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