Beginning Excel To insert your company logo on this slide From the Insert Menu Select “Picture” Locate your logo file Click OK To resize the logo Click.

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Presentation transcript:

Beginning Excel To insert your company logo on this slide From the Insert Menu Select “Picture” Locate your logo file Click OK To resize the logo Click anywhere inside the logo. The boxes that appear outside the logo are known as “resize handles.” Use these to resize the object. If you hold down the shift key before using the resize handles, you will maintain the proportions of the object you wish to resize.

Beginning Excel About Excel Creating a workbook Formulas Database Features Formatting and Printing

About Excel Some uses for a spreadsheet include: Perform calculations Create charts and graphs Analyze numerical data Organize data

About Excel Use an excel spreadsheet when: limited number (<500) of records limited sorting needs limited updating necessary table formatting is appropriate for data Use a database when: data (>500 records). extensive sorting data will be frequently updated and/or multiple users will be updating reports need to be generated

ScreenTips What’s This? 1.Select Tools/Customize. 2.Click the Options tab. 3.Ensure the Show ScreenTips on toolbars checkbox has a checkmark in it. If it does not, click the box and then click Close. ScreenTips should appear now. About Excel

1.If you don’t have a dialog box open, select Help/What’s This? If you do have a dialog box open, click the question mark button in the upper right corner of the box. Note that not all dialog boxes have this feature. 2.The cursor changes. It now has a large question mark next to it. ScreenTips What’s This? About Excel

Creating a Workbook Create a new workbook based on a template View, Add, Move, Copy, Name, and Delete worksheets Panes Launch Excel to create a new, blank workbook. To create a new workbook from a template: 1.Select File/New. 2.Choose template from your computer or you can download additional templates from the web.

Creating a Workbook Create a new workbook based on a template View, Add, Move, Copy, Name, and Delete worksheets Panes To view a specific worksheet, click one the correct labeled file tab at the bottom of the screen To affect worksheets, right- click any of the tabs.

Create a new workbook based on a template View, Add, Move, Copy, Name, and Delete worksheets Panes To split your screen into panes, select Window/Split. After you’ve arranged the split, select Window/Freeze Panes to keep the split in place. To move the splits after you’ve frozen them, select Window/ Unfreeze Panes. To get rid of the splits altogether, select Window/ Remove Split. Creating a Workbook

Save and AutoSave Creating backup files automatically Password protection Summary information To save your workbook, select File/ Save. To save your workbook as a different workbook, select File/Save As. Rename the file and click Save. To set Excel to save your files automatically, select Tools/AutoSave.

Creating a Workbook Save and AutoSave Creating backup files automatically Password protection Summary information 1.Go to File/Save As. 2.Choose Options. 3.Choose Always Create Backup and then OK.

Creating a Workbook Save and AutoSave Creating backup files automatically Password protection Summary information 1.Go to File /Save As. 2.Choose Options. 3.Choose the appropriate protection options, entering passwords if necessary, and then OK.

Creating a Workbook Save and AutoSave Creating backup files automatically Password protection Summary information It is a good idea to enter summary information about the current workbook. Choose File/Properties

Creating a Workbook Copy and Paste/Insert AutoFill Insert blank cells, rows, and columns Using forms to enter data Copy allows you to move data without deleting it from it’s current position Paste allows you to put the copied data in a new location. It will overwrite data. Insert will create new cells and moves the old cells over to make room. Your existing data is saved.

Creating a Workbook Copy and Paste/Insert AutoFill Insert blank cells, rows, and columns Using forms to enter data 1.Select data to copy. 2.Go to File/Copy. 3.Move the cursor to where you want to place the data. 4.To paste the material once, press Enter on your keyboard. 5.To paste the material in several places, Go to File/Paste. 6.To insert the material, select Insert/Copied Cells.

Creating a Workbook Copy and Paste/Insert AutoFill Insert blank cells, rows, and columns Using forms to enter data To use the AutoFill feature to copy cell contents: 1.Select the cells 2.Right-click and drag the to cover the area to fill with data. 3.Release the mouse button and the select Copy cells.

Creating a Workbook Copy and Paste/Insert AutoFill Insert blank cells, rows, and columns Using forms to enter data To use AutoFill feature to add a series value to a cell group : 1.Enter the first unit in the series in a cell. 2.Right-click and drag the cell’s fill handle to cover the area you want to fill with data. 3.Release the mouse button and then select Fill Series.

Creating a Workbook Copy and Paste/Insert AutoFill Insert blank cells, rows, and columns Using forms to enter data 1.Select a cell or set of cells 2.Choose Insert then Cells, Rows, or Columns

Creating a Workbook Copy and Paste/Insert Copy and Paste/Insert AutoFill AutoFill Insert blank cells, rows, and columns Insert blank cells, rows, and columns Using forms to enter data Using forms to enter data 1.Click the upper left header cell on your worksheet. 2.Go to Data/Form. 3.Click New to enter a new row of data.

Creating a Workbook Changing Data in a Cell Move Cut and Paste/Insert Delete You can type in the cell itself, or in the formula bar at the top of the screen.

Creating a Workbook Changing Data in a Cell Move Cut and Paste/Insert Delete 1.Select the cell or cell range to move. Move the cursor to the outer edge of the selection. When you do this the cursor will change from a plus sign to an arrow. 2.Click the selection’s border and drag the selection to another area on the worksheet.

Creating a Workbook Changing Data in a Cell Move Cut and Paste/Insert Delete 1.Select the data to be cut and go to File/Cut. 2.Move the cursor to where you want to place the data and click Enter on your keyboard or File/Paste. 3.To insert go to Insert/ Copied Cells.

Creating a Workbook Changing Data in a Cell Move Cut and Paste/Insert Delete To delete data: 1.Select the data to be deleted and click Delete on your keyboard. To delete cells, rows, or columns: 1.Select the cells, rows, or columns to be deleted and go to Edit/Delete.

Components of a basic Excel formula Formulas The desired equation follows (1b+2c+5b) Most formulas contain an equals sign (=)

Formulas OperatorMeaningExample +add2+5 -subtract8-4 *Multiply8*8 /Divide9/4 Some popular calculation operators

Formulas Popular functions Sum adds all numbers chosen Average adds all the numbers chosen then divides by the number of numbers. Product multiplies all numbers chosen

Formulas AutoSum Put the cursor in the cell where you want the total to appear and then click the AutoSum button. If Excel chose the cells correctly then click Enter.

Database Features Sort 1.To sort all of the data, click a single cell containing data. 2.To sort only part of the data, select the range of cells you want to affect. 3.Go to Data/Sort and choose the options desired.

Database Features Filters Click on a cell and go to Data/Filter/Autofilter. Click the drop-down arrow in the column you wish to sort by. Select the criteria you desire. Filters can be removed by selecting (All) from the filter drop-down menus. To remove the drop-down arrows from your spreadsheet altogether, go to Data/Filter/Autofilter.

Formatting and Printing AutoFormat Cell formatting Column and row formatting Borders and shading 1.Click on cell or select the range of cells desired and go to Format/AutoFormat.. 2.Choose the table format you want and click OK.

Formatting and Printing AutoFormat Cell formatting Column and row formatting Borders and shading Go to Format/Cells. Choose the formatting you desire. Go to Format/Cells. Choose the formatting you desire.

Formatting and Printing AutoFormat Cell formatting Column and row formatting Borders and shading Select what you want to format and go to Format/ Row or Format/Column.

Formatting and Printing AutoFormat Cell formatting Column and row formatting Borders and shading Choose the cells you want to affect the borders and go to Format/Cells and then Borders tab. Choose the cells you want to affect the shading and go to Format/Cells and then Patterns tab.

Formatting and Printing Preview Page layout Fitting it on a page Go to File/Print Preview

Formatting and Printing Preview Page layout Fitting it on a page Go to File/Page Setup to be able to set margins, headers and footers, and gridlines etc.

Formatting and Printing Preview Page layout Fitting it on a page 1.Go to File/Page Setup then click on the Page tab. 2.Choose Fit to and choose the number of pages wide and long for printing.