Spreadsheets and Data Management

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Presentation transcript:

Spreadsheets and Data Management MICROSOFT EXCEL

Spreadsheets Allow users to perform simple and complex sorting Allow users to perform calculations quickly by a click of a button Organizes and presents figures that can be analyzed, graphed and printed Amount of information is limitless

Spreadsheets Can be used to automatically Calculate totals for you Identify the category with the highest and lowest numbers Calculate averages Create presentation charts from figures

Common Uses for Spreadsheets Sales Accounting Scheduling Inventory Systems Keeping statistics – sciences, psychology, etc Personal budgeting ANYTHING THAT USES NUMBERS!

Getting Started The program we will be using is Microsoft Excel Microsoft Excel defaults: Workbook is the document that opens Every workbook begins with one worksheet Sheet1 (you have the option to add more) found at the bottom of your workbook To add a new worksheet, you select the + button next to Sheet1 at the bottom of the screen worksheets can be deleted using the Home Menu-> Delete (top right)-> Delete Sheet.

The extension used to recognize an excel spreadsheet is .xls. Each worksheet can be individually named Double click on the worksheet that you would like to rename, type the new name and hit enter The extension used to recognize an excel spreadsheet is .xls. The default file name for a new excel spreadsheet is Book 1.

Name Box – indicates the cell you are currently working in Name Box – indicates the cell you are currently working in. This is known as the active cell. Column – identified by letters at the top of the worksheet. Vertical. Row – identified by numbers on the left side of the worksheet. Horizontal. Worksheet – the page you are working on in your workbook. Cell – the intersection of a row and column. Formula Bar - indicates the content of the selected cell. Formulas and text can be typed here. The symbol fx identifies the formula bar.

Entering Information Labels: Values: Information in the form of text Numbers are useless without information to help users understand what they mean (i.e. Total Money Owing) Always left aligned in the cell Values: Numerical data Important to not include commas, dollar signs, etc You can format your spreadsheet to reflect currency, date, etc Always right aligned in the cell

Formatting Excel Spreadsheets

Formatting Cells When inputting data into a spreadsheet you only enter the value. You can then format as currency, date, number, etc afterwards. Use the Home menu  Number section to select the formatting option you would like to apply.

Formatting Options for Values $ allows you to format your value(s) as currency. % allows you to convert your values to percentages. Remember all percentages are out of 100. If you put in a whole number and then select the % button it will multiply 100 by your value. Input values as a decimal when the desired final outcome is % format .- allows you to increase the number of decimal places in your value. - allows you to decrease the number of decimal places in your value.

Cut, Copy and Paste Review In order to quickly move information from cell to cell you can use the same shortcuts as other Microsoft programs. Cut (CTRL + X) Copy (CTRL + C) Paste (CTRL + V) If you would like to copy values, labels or formulas from one cell to multiple cells you can use the handle in the bottom right corner. Click on the black square handle, drag to other adjacent cells and then release.

Delete, Copy, Cut & Paste Clear and delete will remove your information without saving to the clipboard. Copy and cut will prompt the clipboard to save your work. Selecting Clear from the edit menu will provide you with 3 options: All – deletes everything Content – deletes values and labels only Formatting – deletes formatting only

Changing Row & Column Size You can change the row height and column width to fit your cell contents so it is all visible. Click on the seam of the row or column and drag to desired size. OR Right click on the row(s) or column(s) and select the row height or column width option. A box will appear for you to type in the desired size.

Inserting and Deleting Rows and Columns Additional rows and columns can be inserted by using the Home menu  Insert section. Select where you would like the new row or column to be inserted by remembering that When inserted: Rows are added above Columns are added to the left To insert multiple rows or columns, highlight the equivalent number of rows and columns then use the insert option.

Rows and columns can be deleted using the same method. Select the row(s) or column(s) that you would like to delete. Home menu  Delete option Select the item to be deleted

Formatting Cells In order to enhance the appearance of your spreadsheet and highlight specific cells you can do the following: Select the cell(s) to be formatted Home menu  Cell format option Click on the button and a drop down menu will appear that will allow you to complete various format options. Select the format cells option at the bottom and then navigate the tabs in order to complete all of your formatting at once.

Sorting Data You can sort your spreadsheet using a specific column to set your criteria for the sort. After you have input your data, highlight your spreadsheet. Select the Sort & Filter option under the Home menu. Set your criteria for sorting.

Homework Complete Microsoft Excel Labeling worksheet. Formatting Practice in Excel Assignment.