1. David J. Slowik Microsoft Excel Worksheets Introduction to the Basics Holy Family University David Slowik, Instructor (215) 504-2000 ext. 4051 E-mail: dslowik@holyfamily.edudslowik@holyfamily.edu Office (215)504-2000 ext. 4051

2. David J. Slowik A sample paper spreadsheet Personal Budget for the First Quarter Monthly income (Net)$1,475.00 JanuaryFebruaryMarchQuarter Totals Rent600.00600.00600.00$1,800.00 Telephone48.2543.5042.10133.85 Utilities67.2775.9262.89206.08 Charge Cards200.00110.0070.00380.00 Heating Oil125.52150.5750.32326.41 Auto Insurance150.00150.00 Cable TV30.2530.2530.2590.75 Monthly Totals:$1,221.29$1,010.24$855.56 Balance:$253.71$464.76$619.44 Personal Budget for the First Quarter Monthly income (Net)$1,475.00 JanuaryFebruaryMarchQuarter Totals Rent600.00600.00600.00$1,800.00 Telephone48.2543.5042.10133.85 Utilities67.2775.9262.89206.08 Charge Cards200.00110.0070.00380.00 Heating Oil125.52150.5750.32326.41 Auto Insurance150.00150.00 Cable TV30.2530.2530.2590.75 Monthly Totals:$1,221.29$1,010.24$855.56 Balance:$253.71$464.76$619.44

3. David J. Slowik How would you enter and calculate the Personal Budget sheet? Data collection and organization Spreadsheet design / organization Data entry and accuracy checks Calculations –Totaling monthly expenses for each month –Subtracting expenses from available funds/balance to determine net funds available or debt after monthly expenses paid –Summarizing cash flow for the quarter

4. David J. Slowik The workbook environment Control-menu iconstitle barmenu barStandard toolbar Formatting toolbar formula bar active cell vertical scroll bar sheet tabs status bar tab scrolling buttons taskbarhorizontal scroll bar

5. David J. Slowik Key Considerations in Working With Excel Workbooks and Spreadsheets are based on same principles as traditional ledger, accounting and bookkeeping, and other table oriented data organization, entry and analysis tools. DETAIL-ORIENTED: Data quality and your knowledge of data collection, organization, summarization, comparison, analysis, and data plotting and charting are ESSENTIAL! PC-based spreadsheet tools like Excel are VERY LOCATION ORIENTED. Every cell has a column and row “address” just like our road maps. Workbooks can have many Spreadsheets and each can be related / used together to save data entry and analysis time.

6. David J. Slowik The order of operations Parentheses( ) Exponents^ Multiplication* Division/ Addition+ Subtraction- (A1 + B2) / 100 - C3 * D4 ^ 2 5 3 2 4 1

7. David J. Slowik Mouse pointers Select Move Copy or Fill

8. David J. Slowik Relative vs. absolute references =G3*G8 =G4*G9 =G5*G10 =G6*G11 =G7*G12 =$G$3*G8 =$G$3*G9 =$G$3*G10 =$G$3*G11 =$G$3*G12 Relative reference (G3) Absolute reference ($G$3)