Learning Microsoft Excel Module 1 Contents. Chapter 1: Introduction to Microsoft Excel

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Stewart Abel Jennings
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1 Module 1 Contents Chapter 1: Introduction to Microsoft Excel The Microsoft Excel Screen Moving the Cursor Using the Mouse Using the Arrow Keys Using the Scroll Bars Moving to Specific Cells The GO TO Command Entering the Cell Reference Placing Labels on the Spreadsheet Closing the Spreadsheet Entering Values into the Spreadsheet Entering Formulas into the Spreadsheet Adding Labels to Formulas The Value of a Spreadsheet Other Types of Formulas Printing Spreadsheets Gridlines and Headings Page Setup Print Preview Erasing the Contents of a Cell Spreadsheets Exercise Spreadsheets Exercise Spreadsheets Assignment Guided Computer Tutorials, 2010 C-1

2 Chapter 2: Formatting Cells Formatting Single Cells Formatting Groups of Cells Formatting Values to Currency Formatting Values to Per Cent Changing Column Widths Entering the Required Width Manually Adjusting Column Widths Automatic Column Widths Approaches for Entering Spreadsheets Starting a New Workbook Adjusting Column Widths Entering the Labels and Values of the Spreadsheet Entering the Formulas Wrap Text Formatting Non-Adjacent Cells Underlining Using Borders Entering the Main Headings Centring Across Selection Setting the Font, Sizes and Colours Adjusting the Row Height Checking the Spreadsheet Saving and Printing Spreadsheets Assignment C-2 Guided Computer Tutorials, 2010

3 Contents Chapter 3: Further Formatting Formatting the Values Formatting the Table Headings Formatting the Main Heading The Format Painter Tool Adding Borders Using the Borders Icon The Draw Border Tool Fill Colours Column Widths Saving and Printing Spreadsheets Exercise Printing Formulas Spreadsheets Assignment Chapter 4: Copying Cell Data Fill Right Fill Down Autofill Autofill Options Fill Series Filling Common Items Clearing Cells With Autofill Absolute and Relative Cell References Loading the Prepared Workbook Entering the Formulas The Grocery Store Template Opening the Prepared Workbook Autofilling the Month Headings Entering the Month Formulas Copying the Formulas Adding Borders Entering the Totals Formula Saving and Printing Making Some Changes Spreadsheets Assignment Guided Computer Tutorials C-3

4 Chapter 5: Larger Spreadsheets Loading The Prepared Template Freezing Titles The Horizontal Split Bar The Vertical Split Bar Removing Split Bars Inserting Rows or Columns Editing Cell Contents Sorting Sorting on Labels Sorting on Values Spreadsheets Assignment Chapter 6: Using Worksheets Loading a Prepared File Saving the Workbook Naming a Worksheet Copying Data to a New Worksheet Changing the Data in the New Worksheet Copying a Worksheet Moving a Worksheet Changing the Sheet Tabs Displayed Moving Through Worksheets Deleting Worksheets Setting Tab Colours The Equation Dump Copying a Worksheet Turning on the Formulas Turning on the Headings and Gridlines Spreadsheets Assignment C-4 Guided Computer Tutorials, 2010

5 Contents Chapter 7: Displaying Data in Charts Loading the Spreadsheet Creating a Pie Chart The Chart Layouts The Chart Location Looking at The Chart Adjusting the Size of the Chart Adjusting the Chart Values The Chart layout The Chart Title The Chart Area Other Chart Sections Changing the Chart Type Setting the Legend Exploding a Slice from the Pie Chart Changing Slice Patterns Looking at Other Chart Types Printing Charts Deleting a Chart Spreadsheets Assignment Chapter 8: More Detailed Charts Creating a Column Chart The Chart Options The Chart Title The Axis Titles Data Labels Data Table Setting the Chart Location Looking at the Column Chart Changing the Plot Changing the Axes Format Altering Column Effects Altering Background Textures Looking at Other Bar and Column Charts Guided Computer Tutorials C-5

6 Line Charts Altering Line Formats Changing the Axis Scales Labelling Axes Other Charts Looking at the Charts Comparing Values Spreadsheets Assignment Chapter 9: Sparkline Charts Loading the Spreadsheet Inserting Sparklines Formatting Sparklines The Sparkline Styles The Sparkline Options Sparkline Types Changing the Data Copying Sparklines Spreadsheets Assignment Chapter 10: The Drawing Tools Opening the Prepared Template Creating the Logo Inserting a Text Box Adjusting the Text Box Shading Centring the Text Importing Graphics Setting the Graphics Properties Magnifying the Screen Printing the Spreadsheet C-6 Guided Computer Tutorials, 2010

7 Contents The Shape Tools Creating Shapes Inserting Word Art Adding Text to Shapes Fill Effects Spreadsheets Assignment Module 1 Project EasyTune... P1-1 Guided Computer Tutorials C-7

8 Module 2 Contents Chapter 11: Making Predictions With Excel The Motel Template Loading the Template Calculating the Income From Rooms Calculating the Income From Food Calculating the Total Daily Income Using the Spreadsheet to Make Predictions Adjusting the Motel Template The Goal Seek Command Applying the Goal Seek Command Spreadsheets Exercise Spreadsheets Assignment Chapter 12: Making Decisions With Excel The IF Command Greater Than or Equal To Exercise Completing the Template Displaying the Formulas Used AND and OR AND (a,b) OR (a,b) Exercise Conditional Formatting Setting a Conditional Format Changing Values Adding Another Conditional Format Removing Conditional Formats Spreadsheets Assignment C-8 Guided Computer Tutorials, 2010

9 Contents Chapter 13: Lookup Commands Interest Rate Calculations Loading the Template Calculating the Interest Due Income Tax Calculations Loading the Template The Base Tax Calculation The On Income Calculation The Extra Income Calculation The Tax Rate Calculation The Extra Tax Calculation The Total Tax Calculation The Net Income Calculation Using the Tax Table The Equation Dump Spreadsheets Assignment Chapter 14: Creating Sales Invoices Entering the Labels of the Invoice Adding Borders Shading the Table Headings Creating the Company Title Entering the Calculations Initial Settings Calculating the Amount Turning Zero Values Off Calculating the Sub-Total Calculating the GST Calculating the Overall Total Inserting Today s Date Checking the Invoice Using the Invoice Guided Computer Tutorials C-9

10 Adding an Inventory to the Invoice Loading the Template Looking up the Description Looking up the Unit Price Setting the Blank Invoice Setting the Print Area Saving as a Read-Only File Using the Stock Inventory Exercise Loading the Invoice Naming the Stock Table Looking up the Description Looking up the Unit Price Turning Off Zero Values Calculating the Amount and Sub-Total Calculating the GST Calculating the Total Setting the Print Area Data Validation Saving as a Read-only File Using the Invoice Displaying the Formulas Spreadsheets Assignment Chapter 15: Sharing Data Between Files Naming Single Cells Entering Formulas Using Names Naming Groups of Cells Loading the Template Naming the Cells Entering the Formula Another Advantage of Named Cells Deleting Names C-10 Guided Computer Tutorials, 2010

11 Contents Linking Spreadsheets Loading the Outdoors Template Entering the Formulas Naming the Cells Setting up the Home Department File Setting up the Electrical Department File The Dependent Spreadsheet Loading the Office Template The Net Profit Formula The Percentage Profit Formula The Totals Formula Linking the Spreadsheets Changing Values in a Support Spreadsheet Looking at all the Files Spreadsheets Assignment Chapter 16: Using Macros and Buttons Using a Simple Discount Table Opening a Sample File Setting a 5% Discount Macro Setting a 10% Discount Macro Setting a No Discount Macro Using the Macros Saving the File as a Macro-Enabled File Assigning Buttons to Represent Macros Drawing the Shape Formatting the Shape Setting the Button Properties Assigning a Macro to the Shape Adding Buttons for the Other Macros Other Macros and Buttons The New Items Macro and Button The Sort Items Macro and Button Looking at the Macro Steps Deleting a Macro The Developer Tab Spreadsheets Assignment Guided Computer Tutorials C-11

12 Chapter 17: Payroll Systems Loading the Payroll Template Completing the Payroll Worksheet The Tax Calculation Calculating the Net Pay Printing the Payroll The Pay Advice Worksheet Naming the Payroll Cells Sorting The Payroll Completing the Name Section of the Pay Advice Completing the Pay Advice Table Completing the Superannuation Section Printing the First Pay Advice Printing the Pay Advice for Other Employees Using the Payroll System Adding Macros and Buttons The first Employee Macro Setting a Button Creating Buttons for the Other 3 Employees The 3 Remaining Employee Macros Saving the File as a Macro-Enabled Workbook Spreadsheets Assignment Chapter 18: Financial Applications An Electronic Cheque Book Opening the Prepared Template Completing the Formulas Using the Cheque Book C-12 Guided Computer Tutorials, 2010

13 Contents The Home Loan Simulator Opening the Prepared Template Entering the Initial Values Naming the Cells Calculating the Monthly Interest Calculating the Number of Repayments Setting the Monthly Repayment Completing the Months Column The Start Balance Column The End Balance Column Turning Zero Values Off The Monthly Payment Column The Principal Remaining Column The Total Paid Column Completing the Start Balance Column Adding a Border After Each Year Using the Simulator Spreadsheets Assignment Chapter 19: Date Calculations Creating a Library Book Overdue System Opening the Prepared Template Naming the Book List Looking up the Book Title and Author Calculating the Return Date The Overdue Calculation Filling the Formulas Using the Library System Creating the Equation Dump Spreadsheets Assignment Guided Computer Tutorials C-13

14 Chapter 20: Pivot Tables Loading the Prepared Data Creating a Pivot Table Setting Up the Pivot Table Inserting the Rows, Columns and Data Formatting Pivot Tables Pivot Table Styles General Formatting Editing the Pivot Table Adding Extra Fields The Field Options Turning Sub-Totals Off Changing the Calculation Spreadsheets Assignment Chapter 21: Useful Tools Help Features The Save Options Conditional Formatting Data Bars Conditional Formatting Rules Style and Table Formats Custom Styles The Currency Button Spell Checking Setting the Enter Key Module 2 Project Quantum Electronics... P2-1 C-14 Guided Computer Tutorials, 2010

Learning Microsoft Excel Module 1 Contents. Chapter 1: Introduction to Microsoft Excel

Learning Microsoft Excel Module 1 Contents. Chapter 1: Introduction to Microsoft Excel Module 1 Contents Chapter 1: Introduction to Microsoft Excel Loading Microsoft Excel...1-1 The Microsoft Excel Screen...1-2 Moving the Cursor...1-4 Using the Mouse...1-4 Using the Arrow Keys...1-4 Using