Excel: Introduction Microsoft Office XLS X 1

TEMPLATES Click on the OFFICE button  NEW  A list of templates appear (pre-created workbooks that can be reused and include formulas and formatting ) 2

KEYBOARD SHORTCUTS & VIEWS KEYBOARD SHORTCUTS: – Hold down the: ALT key – Letters will appear – Key in the ALT + letter Numbers will appear: ALT + number VIEWS: Bottom-right; on taskbar Page Break Preview Page Layout View – Headers, footers, margins, orientation, scaling 3 Works in ALL MS OFFICE PROGRAMS

NAVIGATING THROUGH SHEETS right-click the tabs navigation buttons and a floating list of all the worksheets in the workbook will appear – It’s especially useful when sheet names are long. CTRL+PageUp activates the previous sheet in your workbook, while CTRL+PageDown activates the next one. 4

Formatting 5

FORMAT CELLS Right-click a cell > FORMAT CELLS Can also right-click a cell > and select the options from the mini-toolbar 6

ALIGNMENT & HEADER ROWS/COLUMNS Center and Merge – HOME tab > ALIGNMENT group > PAGE LAYOUT tab > PAGE SETUP group, > PRINT TITLES > SHEET tab – Rows and/or Columns to Repeat at top/left 7

AUTOMATICALLY formatting cells whose cell values is…. HOME tab > STYLES group > drop-down arrow i.e. HIGHLIGHT CELLS RULES > GREATER THAN Key in value Select the type of FORMATTING you would like from the list, or select: CUSTOM FORMAT 8

FORMATTING & misc. RENAMING WORKSHEETS Cell styles: HOME tab > STYLES group > Format number style Format Painter HOME tab > FONT group BORDERS AND SHADING Autofill/Fill Handle REVIEW tab > SPELLING Autofit columns and rows 9

NUMBER FORMATS Right- click the cell > FORMAT CELLS > NUMBER tab, select: CUSTOM> at the bottom of the list A ? Question mark, represents 1 alpha- numeric character An * Asterisk represents multiple alpha- numeric characters # represents a value 10

DATA BARS HOME tab; STYLES group Applies formats based on the values in cells DATA BARS: – Conditional formatting tool – Alternative to charting data when you want to highlight patterns & trends, and you don’t need a chart 11

CONDITIONAL FORMATTING ICON SETS: HOME tab; STYLES group – Symbols to represent different values – i.e. top 1/3 of the group represented by the green check mark – Values in the middle represented by: yellow exclamation mark – Smallest value by red “X” 12

THEMES Click PAGE LAYOUT tab – Click on the THEMES format gallery – Pre-defined set of colours, fonts, line and effects – As you point to different themes “LIVE PREVIEW” shows you what your chart would look like – Can also customize a theme to match 13

Charts 14

CHARTS Pre-select cells INSERT tab; CHARTS group; Select the type of chart – A gallery of sub-types appear to choose from 15

CHARTS cont. By default, the chart appears on same page When you select a chart: Chart Tools Design tab appears If you want to move the chart to another sheet, click on the: button 16

CHARTS cont. If you want to change the overall visual style of your chart, click on the MORE Button, to the right of the Chart Style group Pre-defined theme colours & intensities 17

CHARTS cont. Chart Layouts group: – Edit & modify data To modify specific elements of the chart, move to the LAYOUT tab: 18

CHARTS If you want to change chart type – Go to DESIGN tab, and click on – Change Chart Type button (extreme left): 19

Functions, Formulas, Miscellaneous 20

FORMULAS FUNCTION WIZARD FUNCTION LIBRARY: Categories of functions Includes the AUTOSUM b utton if you click on the drop-down arrow— other functions 21

FUNCTION AUTOCOMPLETE Click in the cell where you want to insert a function Click in the formula bar, and type in the = equal sign, then the 1 st letter of the function i.e. “ a ” Click on the ARROW key to move down to the function you want And then press the TAB key A tooltip appears to remind you of the argument list 22

FREE “TIP OF THE WEEK” The "Get Started" tab added to the Excel ribbon - nfirmation.aspx?familyId=8a5af9d7-08a7- 41ba bb &displayLang=en nfirmation.aspx?familyId=8a5af9d7-08a7- 41ba bb &displayLang=en gives quick access to the training and videos 23