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Chapter 3: Basic Excel Skills

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1 Chapter 3: Basic Excel Skills
Management Science: The Art of Modeling With Spreadsheets, 3e Chapter 3: Basic Excel Skills S.G. Powell K.R. Baker © John Wiley and Sons, Inc. Power Point Slides Revised By: Tony Ratcliffe, James Madison University

2 Excel Prerequisites Navigating around a worksheet and between worksheets in a workbook Entering text, entering data and choosing the format of these entries Editing the contents of a cell Inserting and deleting rows or columns and entire worksheets Other necessary skills include inserting and deleting rows or columns and entire worksheets; cutting, copying and pasting; printing; and drawing charts. Skillful use of formulas and functions separates the novice spreadsheet user from the advanced user.

3 Example: Office Building Planning

4 The Excel Window

5 Excel Window with Toolbars Located for Convenience

6 Configuring Excel: Excel Options Window

7 Manipulating Windows and Sheets: Two Excel Windows Displayed Simultaneously

8 Using Split Screen to Fix Row Headings

9 Navigation There are several ways to move the display from one portion of a spreadsheet to another. The horizontal and vertical scroll bars move the display of the portion of the entire spreadsheet that contains cell entries left and right or up and down, respectively. The display area also can be moved by using the arrow keys. Another way to navigate around a spreadsheet is to type in a cell address in the Name Box (just above column A).

10 Selecting Cells Selecting all cells in a worksheet
Selecting a column or a row Selecting rectangular ranges Selecting noncontiguous ranges

11 Entering Text and Data Options available under Home►Editing►Fill ► Down (or Right, Up, Left).

12 Editing Cells Formula bar Double-click Function Wizard
Absolute and relative cell references

13 Double-clicking on a Cell Containing a Formula

14 Formatting

15 Basic Formulas With very few exceptions, well-written formulas contain no numbers, only cell references. Excel formulas start with the equal sign (=) and are evaluated from left to right. It is generally a good practice to use parentheses to make the meaning of a calculation clear and to ensure that it is calculated correctly. Relative references are interpreted relative to the current cell. Addresses with fixed columns or rows are known as absolute addresses.

16 Basic Functions: The Insert Function Window

17 The ISPMT Function

18 The Function Arguments Window for the ISMPT Function

19 The ISPMT Function Evaluated

20 The NPV Function

21 Create Initial Line Chart
Highlight all the data in the spreadsheet (including the column headings) Select: Insert►Chart Choose the Line chart type and the 2D-Line

22 To correct chart, and to ensure that Years are on the horizontal axis
Select: Design►Data►Select Data Under Legend Entries (Series), highlight Year and click on Remove. Also, under Horizontal (Category) Axis Labels, click on Edit and enter the range for years, and click on OK

23 Refined chart Use the options under Chart Layouts and Chart Styles

24 X-Y (Scatter) Chart for Advertising and Sales

25 Printing We can select certain cells for printing by highlighting the relevant range and selecting Page Layout►Page Setup►Print Area►Set Print Area. The Page Setup window (Page Layout►Page Setup) allows us to control other aspects of the printed page.

26 The Excel Help Window

27 Summary This chapter covers these basic features of Excel:
The Excel window Configuring Excel Manipulating windows and sheets Navigation Selecting cells Entering text and data Editing cells Formatting Basic formulas Basic functions Charting Printing Help

28 Copyright 2011 John Wiley & Sons, Inc.
All rights reserved. Reproduction or translation of this work beyond that permitted in section 117 of the 1976 United States Copyright Act without express permission of the copyright owner is unlawful. Request for further information should be addressed to the Permissions Department, John Wiley & Sons, Inc. The purchaser may make back-up copies for his/her own use only and not for distribution or resale. The Publisher assumes no responsibility for errors, omissions, or damages caused by the use of these programs or from the use of the information herein.


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