2013 FOUNDATION MANUAL
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1 2013 FOUNDATION MANUAL C B C H O U S E 2 4 C A N N I N G S T R E E T E D I N B U R G H E H 3 8 E G W W W. I T R A I N S C O T L A N D. C O. U K I N F I T R A I N S C O T L A N D. C O. U K
2 CONTENTS CHAPTER 1 TERMINOLOGY (JARGON)...V CHAPTER 2 GETTING TO KNOW EXCEL... VII WORKING WITH THE RIBBON (USED TO BE TOOLBARS)... VII CONTEXTUAL TABS... VII HIDING THE RIBBON... VII THE QUICK ACCESS TOOLBAR... VIII MOVING THE QUICK ACCESS TOOLBAR... VIII CUSTOMISE THE QUICK ACCESS TOOLBAR... VIII IMPROVED RIBBON... IX CUSTOMISING THE STATUS BAR... IX FORMULA BAR... IX SPREADSHEET GRID... X SHEETS... X CHAPTER 3 ENTERING DATA & FORMULAE... XII THE ACTIVE CELL... XII Multiple Cell Selection... xii NUMBERS, TEXT AND CREATING FORMULA... ERROR! BOOKMARK NOT DEFINED. Numbers... Error! Bookmark not defined. Text... Error! Bookmark not defined. Storing a number as text... Error! Bookmark not defined. Creating Formulae... Error! Bookmark not defined. Creating Formulae (Continued)... Error! Bookmark not defined. Using Brackets in Formulae... Error! Bookmark not defined. FILLING RANGES (COPY FORMULA)... ERROR! BOOKMARK NOT DEFINED. RELATIVE CELL REFERENCE VS. ABSOLUTE CELL REFERENCE... ERROR! BOOKMARK NOT DEFINED. EDITING DATA IN A CELL... ERROR! BOOKMARK NOT DEFINED. SELECTING CELLS USING THE MOUSE... ERROR! BOOKMARK NOT DEFINED. Selecting large ranges of cells (shortcut)... Error! Bookmark not defined. Selecting whole columns / rows of data (shortcut)... Error! Bookmark not defined. Selecting a whole table / database... Error! Bookmark not defined. MOVING IN A SELECTED RANGE... ERROR! BOOKMARK NOT DEFINED. MOVING AROUND THE SCREEN KEYBOARD SHORTCUTS... ERROR! BOOKMARK NOT DEFINED. PASTE WITH LIVE PREVIEW... ERROR! BOOKMARK NOT DEFINED. MOVING CELLS BY DRAGGING USING THE MOUSE... ERROR! BOOKMARK NOT DEFINED. 1. Select the range you want to move... Error! Bookmark not defined. DELETING DATA... ERROR! BOOKMARK NOT DEFINED. THE QUICK ANALYSIS TOOL... ERROR! BOOKMARK NOT DEFINED. Show totals for your numbers... Error! Bookmark not defined. Add meaning to your data... Error! Bookmark not defined. Show your data in a chart... Error! Bookmark not defined. AUTOSUM... ERROR! BOOKMARK NOT DEFINED. CHAPTER 4 USING SIMPLE FUNCTIONS... ERROR! BOOKMARK NOT DEFINED. TO SUM (ADD) A RANGE OF FIGURES... ERROR! BOOKMARK NOT DEFINED. To SUM a range of non-adjacent cells... Error! Bookmark not defined. AVERAGE, MIN, MAX, COUNT FUNCTIONS... ERROR! BOOKMARK NOT DEFINED.
3 INSERT FUNCTION... ERROR! BOOKMARK NOT DEFINED. To use Insert Function... Error! Bookmark not defined. CHAPTER 5 THE IF FUNCTION... ERROR! BOOKMARK NOT DEFINED. MORE COMPLEX IFS... ERROR! BOOKMARK NOT DEFINED. Numbers... Error! Bookmark not defined. Text... Error! Bookmark not defined. Numbers & Text... Error! Bookmark not defined. Formulae... Error! Bookmark not defined. CHAPTER 6 LISTS... ERROR! BOOKMARK NOT DEFINED. FILLING RANGES WITH SERIES... ERROR! BOOKMARK NOT DEFINED. CREATING A CUSTOM LIST... ERROR! BOOKMARK NOT DEFINED. Displaying a custom list... Error! Bookmark not defined. FLASH FILL... ERROR! BOOKMARK NOT DEFINED. Automatic Flash Fill... Error! Bookmark not defined. Manual Flash Fill... Error! Bookmark not defined. CHAPTER 7 FORMATTING COLUMNS / ROWS...ERROR! BOOKMARK NOT DEFINED. INSERTING & DELETING ROWS & COLUMNS... ERROR! BOOKMARK NOT DEFINED. FORMATTING COLUMN WIDTH AND ROW HEIGHT... ERROR! BOOKMARK NOT DEFINED. To alter the width of a column to Autofit the widest item in that column:... Error! Bookmark not defined. To alter the height of a row... Error! Bookmark not defined. FORMATTING COLUMN WIDTH ACCURATELY... ERROR! BOOKMARK NOT DEFINED. CHAPTER 8 FORMATTING... ERROR! BOOKMARK NOT DEFINED. FORMATTING NUMBERS... ERROR! BOOKMARK NOT DEFINED. FORMATTING DATES... ERROR! BOOKMARK NOT DEFINED. ADDING BORDERS... ERROR! BOOKMARK NOT DEFINED. Hide Gridlines... Error! Bookmark not defined. USING THE FORMAT PAINTER TOOL... ERROR! BOOKMARK NOT DEFINED. Applying multiple formats using Format Painter... Error! Bookmark not defined. PASTE SPECIAL... ERROR! BOOKMARK NOT DEFINED. FORMATTING DATA AS A TABLE... ERROR! BOOKMARK NOT DEFINED. Format as table... Error! Bookmark not defined. Table Tools Design Menu... Error! Bookmark not defined. Removing a table style... Error! Bookmark not defined. CHECKING THE SPELLING... ERROR! BOOKMARK NOT DEFINED. CHAPTER 9 PRINTING... ERROR! BOOKMARK NOT DEFINED. PREVIEWING THE SPREADSHEET... ERROR! BOOKMARK NOT DEFINED. SHOWING MARGINS IN THE PRINT PREVIEW... ERROR! BOOKMARK NOT DEFINED. SETTING PRINT AREAS... ERROR! BOOKMARK NOT DEFINED. SETTING PAGE BREAKS... ERROR! BOOKMARK NOT DEFINED. PAGE BREAK PREVIEW... ERROR! BOOKMARK NOT DEFINED. Insert Page Breaks in Page Break Preview View... Error! Bookmark not defined. HEADERS & FOOTERS... ERROR! BOOKMARK NOT DEFINED. PRINT TITLES... ERROR! BOOKMARK NOT DEFINED. COMMENTS... ERROR! BOOKMARK NOT DEFINED. CHAPTER 10 DATABASES... ERROR! BOOKMARK NOT DEFINED.
4 SORTING DATA... ERROR! BOOKMARK NOT DEFINED. BASIC FILTERING... ERROR! BOOKMARK NOT DEFINED. Search filter... Error! Bookmark not defined. Reapply a filter... Error! Bookmark not defined. ARRANGING THE WORKSPACE... ERROR! BOOKMARK NOT DEFINED. Freezing Panes... Error! Bookmark not defined. Splitting the Screen... Error! Bookmark not defined. CHAPTER 11 CHARTS... ERROR! BOOKMARK NOT DEFINED. CREATING A CHART... ERROR! BOOKMARK NOT DEFINED. CHANGING A CHART... ERROR! BOOKMARK NOT DEFINED. Design Tab... Error! Bookmark not defined. Format Tab... Error! Bookmark not defined. USING THE FORMATTING TASK PANE... ERROR! BOOKMARK NOT DEFINED. SPARKLINES... ERROR! BOOKMARK NOT DEFINED. EXERCISE 1... XIV EXERCISE 2...XV EXERCISE 3... ERROR! BOOKMARK NOT DEFINED. EXERCISE 4... ERROR! BOOKMARK NOT DEFINED. EXERCISE 5... ERROR! BOOKMARK NOT DEFINED. EXERCISE 6... ERROR! BOOKMARK NOT DEFINED. EXERCISE 7... ERROR! BOOKMARK NOT DEFINED. EXERCISE 8... ERROR! BOOKMARK NOT DEFINED. EXERCISE 9... ERROR! BOOKMARK NOT DEFINED. EXERCISE ERROR! BOOKMARK NOT DEFINED. EXERCISE ERROR! BOOKMARK NOT DEFINED. EXERCISE ERROR! BOOKMARK NOT DEFINED. EXERCISE ERROR! BOOKMARK NOT DEFINED. EXERCISE ERROR! BOOKMARK NOT DEFINED. AUTOSUM PRACTISE... XVI
5 CHAPTER 1 TERMINOLOGY (JARGON)
6 CHAPTER 1 TERMINOLOGY (JARGON) Refer to this section as a guide to words and phrases you do not fully understand throughout this manual. There are also Glossary sections throughout the manual explaining words in their context. Range of cells: 2 or more cells next to each other Active Cell: It is only possible to enter data into one cell at a time and this is the active cell. It has a dark border when only one cell is selected, when a range of cells are selected it is the white one (otherwise known as the anchor cell). Formatting: Changing Operators: Signs used in formulas: * (multiply) / (divide) + (add) - (subtract) > (greater than) >= (greater than or equal to) < (less than) <= (less than or equal to) = (equal to) <> (not equal to) $ (relative reference)
7 CHAPTER 2 GETTING TO KNOW EXCEL
8 CHAPTER 2 GET TING TO KNOW EXCE L Working with the Ribbon (used to be toolbars) The Ribbon is designed to help you quickly find the commands that you need to complete a task. Commands are organised in logical groups, which are collected together under tabs. Each tab relates to a type of activity, such as writing or laying out a page. Contextual Tabs To reduce clutter, some tabs are shown only when needed. For example, the Picture Tools tab is shown only when a picture is selected: Hiding the Ribbon Double click one of the tabs (e.g. HOME) to hide the ribbon. The ribbon will now only show when you click on a tab and hide itself once clicked away. To unhide the ribbon, double click on a tab again.
9 The Quick Access Toolbar The Quick Access Toolbar is a customisable toolbar that contains a set of commands that are independent of the tab that is currently displayed. You can add buttons that represent commands to the Quick Access Toolbar, and you can move the Quick Access Toolbar from one of the two possible locations. Moving the Quick Access Toolbar The Quick Access Toolbar can be located in one of two places: 1) Upper-left corner next to the Microsoft File Menu : 2) Or below the Ribbon Swap by choosing Show Below / Above the Ribbon from the drop down menu on the Quick Access Toolbar: Customise the Quick Access Toolbar Add a command to the Quick Access Toolbar by using the button: You can also add buttons from the ribbon by right clicking any button on the ribbon and choosing Add to Quick Access Toolbar:
10 Improved Ribbon First introduced in Excel 2007, the ribbon makes it easy for you to find commands and features that were previously buried in complex menus and toolbars. Although you could customize the Quick Access Toolbar in Excel 2007, it wasn t possible to add your own tabs or groups to the ribbon. In Excel 2013, however, you can create custom tabs and groups and rename or change the order of the built-in tabs and groups. Customising the Status Bar The Status Bar is the bar running along the bottom of the screen: By default this will show the AVERAGE, COUNT and SUM of selected cells. You can change these settings by Right Clicking the Status Bar:
11 Formula Bar The contents of the currently active cell are displayed in the Formula Bar. This displays the true contents of the cell without any formatting (e.g. sign) and shows the full formula (e.g. SUM(A1:A5)) rather than the results of the formula. Whenever you enter or edit data, three buttons appear just to the left of the formula line - a tick button, a cross button and an fx button. Click on the tick button to write the contents of the data line into the currently active cell. Click on the cross button to cancel the changes to leave everything just as it was. The fx button launches the Insert Function tool. Key Enter Action write the contents of the data line into the currently active cell and move down Tab write the contents of the data line into the currently active cell and move right Esc cancel the changes to leave everything just as it was Spreadsheet Grid An Excel spreadsheet is a grid of cells - 1,048,576 rows by 16,384 columns. The cells may contain text, numbers, or formulae, and each cell has a grid reference. To find the reference for a particular cell, simply note the column and row in which the cell appears. The top-left cell of a spreadsheet has reference A1. Sheets Excel files are workbooks each of which consists of individual worksheets. The workbook begins by default with 1 sheet. Add more sheets with the + symbol next to Sheet1. To make Excel start with more than 1 sheet, choose from the File Menu> Options and change the number of sheets to include on the General Tab: TIP: Right Click the arrows to the left of the sheet names to choose a sheet, very useful when you have many sheets:
12 CHAPTER 3 ENTERING DATA & FORMAL AE
13 CHAPTER 3 ENTERING DATA & FORMUL AE Spreadsheet data falls into three principal categories: Numbers, Text, and Formulae. When you enter a number into a cell, Excel will align the number to the right. When you enter text, on the other hand, Excel will align it to the left. The Active Cell The Active cell has a thick, dark border. The contents of the active cell appear in the cell itself and are also displayed in the formula bar. Multiple Cell Selection To select more than one cell, hold down the CTRL key and click into several cells. You can only enter data into one cell at a time (the white one), however you can format (change) multiple cells at once: This is a sample of the complete manual Please visit
14 2013 EXERCISES
15 EXERCISE 1 1. Enter the following A B C D E 1 OPERATING STATEMENT Q1 Q2 Q3 Q4 6 SALES 7 Hardware Software Supplies TOTAL PURCHASES 14 Hardware Software Supplies TOTAL PROFIT 21 Hardware 22 Software 23 Supplies 2. Using the Autosum button calculate the total Sales and Purchases for each of the quarter periods. 3. Enter the formula to calculate the profit by subtracting the purchase figures from the sales figures. 4. Name the sheet Operating Statement xiv
16 EXERCISE 2 1. Open a new workbook and enter the following details: xv
17 AUTOSUM PRACTISE xvi
2013 INTERMEDIATE MANUAL
C B C H O U S E 2 4 C A N N I N G S T R E E T E D I N B U R G H E H 3 8 E G 0 1 3 1 2 7 2 2 7 9 0 W W W. I T R A I N S C O T L A N D. C O. U K I N F O @ I T R A I N S C O T L A N D. C O. U K CONTENTS CHAPTER
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The Menu and Toolbar in Excel (see below) look much like the Word tools and most of the tools behave as you would expect.
Launch the Microsoft Excel Program Click on the program icon in Launcher or the Microsoft Office Shortcut Bar. A worksheet is a grid, made up of columns, which are lettered and rows, and are numbered.
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Introduction to Excel 2010 What is Excel? It is a Microsoft Office computer software program to organize and analyze numbers, data and labels in spreadsheet form. Excel makes it easy to translate data
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Contents. Group 2 Excel Handouts 2010
Contents Styles... 2 Conditional Formatting... 2 Create a New Rule... 4 Format as Table... 5 Create your own New Table Style... 8 Cell Styles... 9 New Cell Style... 10 Merge Styles... 10 Sparklines...
Overview. At Course Completion After completing this course, students will be learn about and be able to:
Overview Organizations the world over rely on information to make sound decisions regarding all manner of affairs. But with the amount of available data growing on a daily basis, the ability to make sense