PROCEDURES LESSON 1: TOURING EXCEL Starting Excel 1 Click the Start button 2 Click All Programs 3 Click the Microsoft Office folder icon 4 Click Microsoft Excel 2010 Naming and Saving (Ctrl+S) a Workbook 2 Click Save Click the Save button on the Quick Access Toolbar 3 In the Save As dialog box, click in the File name text box and type the file name 4 Navigate to the location where you want to store the file 5 Click Save Navigating the Worksheet Press Ctrl + Home to return to cell A1 Click the up or down scroll arrows on the vertical scroll bar to scroll one row up or one row down Click the right or left scroll arrows on the horizontal scroll bar to scroll one column right or one column left Click above or below the scroll box on the vertical scroll arrow to scroll one screen up or one screen down Click to the left or right of the scroll box on the horizontal scroll arrow to scroll one screen left or one screen right Drag the scroll box on either scroll bar to bring the desired portion of the worksheet into view Use the mouse wheel to scroll up or down in the worksheet Changing Between Worksheets Click the sheet tab of the sheet you want to display Changing Worksheet Views Showing and Hiding Worksheet Elements 1 Click the View tab Show Group 2 Click to mark the check box for Ruler, Gridlines, Formula Bar, and Headings A check in the check box indicates the element is displayed Hiding the Ribbon 1 Double-click the selected tab to hide the Ribbon 2 Double-click the tab to redisplay the Ribbon Changing the View 1 Click the View tab Workbook Views Group 2 Click the desired View button: Normal Page Layout Page Break Preview Custom Views Full Screen Click a View icon on the status bar: Normal Page Layout Page Break Preview Changing the Zoom Percentage 1 Click the View tab Zoom Group 2 Click the Zoom button 3 In the Zoom dialog box, click the desired magnification 4 Click OK Click the Zoom Out or Zoom In bar on the status Drag the Zoom slider on the status bar Exiting Excel 2 Click Exit 1
LESSON 2: WKSHEET AND WKBOOK BASICS Creating a New Workbook in Excel 2 Click New 3 If necessary, click Blank workbook 4 Click Create Entering Labels (Text) Click in the cell and type the label Press Enter to complete the entry and move to the cell below Press Tab to complete the entry and move to the cell to the right Press an arrow key to complete the entry and move to the cell in the desired direction Editing Text Click in the cell and type new text to replace the existing entry Double-click in the cell and move the insertion point as necessary to edit the text Select the cell, click in the formula bar, and move the insertion point as necessary to edit the text Using Undo (Ctrl+Z) and Redo (Ctrl+Y) Click the Undo button on the Quick Access Toolbar to reverse a single action or series of actions Click the Redo button on the Quick Access Toolbar to reinstate any action that you reversed with Undo Clearing Cell Contents 1 Click the desired cell(s) Editing Group 3 Click the Clear button Inserting a Built-in Header or Footer 1 Click the Insert tab Text Group 2 Click the Header & Footer button 3 Click in the placeholders and type the desired header or footer text 3 Click the Header & Footer Design Tools tab 4 Click the Header button or the Footer button 5 From the menu of built-in headers or footers, select the desired format 3 Click the Header & Footer Design Tools tab Header & Footer Elements Group 4 Click an element to insert it as desired Previewing and Printing a Worksheet 2 Click Print 3 Check the preview and verify print settings in Backstage view 4 Click Print Closing a Workbook 2 Click Close Click the workbook s Close Window button 2
LESSON 3: ADDING WKSHEET CONTENTS Opening an Existing Workbook and Saving It with a New Name Opening an Existing Workbook 2 Click Open 3 In the Open dialog box, navigate to the workbook file you want to open 4 Select the file and click Open Saving an Existing Workbook with a New Name 2 Click Save As 3 In the Save As dialog box, click in the File name text box and type the file name 4 Navigate to the location where you want to store the file 5 Click Save Entering and Editing Numeric Labels and Values Entering Numeric Labels and Values Click in the cell and type the label Press Enter to complete the entry and move to the cell below Press Tab to complete the entry and move to the cell to the right Press an arrow key to complete the entry and move to the cell in the desired direction Editing Numeric Labels and Values Click in the cell and type a new value to replace the existing value Double-click in the cell and move the insertion point as necessary to edit the value Select the cell, click in the formula bar, and move the insertion point as necessary to edit the value Using AutoComplete When an AutoComplete suggestion appears in a cell, press Enter, Tab, or an arrow key to accept the entry Using Pick From List 1 Right-click the desired cell 2 On the shortcut menu, click Pick From Drop-down List 3 In the list that appears, click the desired entry Using AutoCorrect To accept an AutoCorrect entry, press Enter, Tab, or an arrow key Editing the AutoCorrect List 2 Click Options 3 In the Excel Options dialog box, click Proofing 4 Click AutoCorrect Options to open the AutoCorrect Options dialog box 5 In the Replace text box, type the text you want replaced 6 In the With text box, type the AutoCorrect replacement text 7 Click Add 8 Click OK Checking the Spelling in a Worksheet 1 Click the Review tab Proofing Group 2 Click the Spelling button 3 Misspelled words are displayed in the Spelling dialog box, where you can choose to ignore or change them 3
LESSON 4: WKSHEET FMATTING Choosing a Theme 1 Click the Page Layout tab Themes Group 2 Click the Themes button 3 From the gallery, click the desired theme Applying Cell Styles 1 Click the Home tab Styles Group 2 Click the Cell Styles button 3 From the gallery, click the desired style Applying Font Formats Changing the Font 1 Click the Home tab Font Group 2 Click the Font drop-down arrow 3 Click the desired font Changing Font Size 1 Click the Home tab Font Group 2 Click the Font Size dropdown arrow 3 Click the desired font Merging and Centering Across Cells 1 Select the cells that you want to merge and center Alignment Group 3 Click the Merge & Center button Applying Number Formats 1 Click the Home tab Number Group 2 Click the Number Format drop-down arrow 3 From the gallery, select the desired format 4
LESSON 5: ME ON CELL ENTRIES AND FMATTING Entering Dates Press Ctrl+; to insert the current date in the mm/dd/yyyy format 1 Click the Home tab Number Group 2 Click the Number Format drop-down arrow 3 From the gallery, select Short Date or Long Date Filling in a Series 1 Select the beginning entries in the series 2 Drag the fill handle in the lower right corner to complete the series as desired Aligning Data in a Cell 1 Click the Home tab Alignment Group 2 Click the alignment option as follows: Top Align Middle Align Bottom Align Align Text Left Center Align Text Right Wrapping Text in Cells 1 Click the Home tab Alignment Group 2 Click the Wrap Text button Changing Column Width and Row Height Changing Column Width 1 Position the mouse pointer on the right border of a column header 2 When the pointer changes to, drag to the desired width as indicated in the ScreenTip 1 Click the Home tab 2 Click the Format button 3 Click Column Width on the menu 4 In the Column Width dialog box, enter the desired width 5 Click OK Changing Row Height 1 Position the mouse pointer on the bottom border of a row header 2 When the pointer changes to, drag to the desired height as indicated in the ScreenTip 1 Click the Home tab 2 Click the Format button 3 Click Row Height on the menu 4 In the Row Height dialog box, enter the desired width 5 Click OK 5
LESSON 6: WKING WITH RANGES Selecting Ranges Selecting a Contiguous Range 1 Click the cell in the top left corner of the range 2 Drag to select the remaining cells to be included in the range Press and hold Shift and use the arrow keys to extend the selection as desired Press Shift and click the cell that s at the lower-right corner of the range Selecting a Noncontiguous Range 1 Select the first portion of the range using one of the methods previously described 2 Press and hold Ctrl to select additional portions Entering Data by Range Filling Range Cells with the Same Entry 1 Select the range 2 Type the entry 3 Press Ctrl + Enter Filling a Range with a Series 1 Select the cells with the series starting value(s) Editing Group 3 Click the Fill button 4 Click Series on the menu 5 In the Series dialog box, specify if the series will fill a row or column, the type of series, and the step and stop values 6 Click OK Making a Range Entry Using a Collapse Dialog Box Button 1 In the dialog box, click the Collapse button, which normally appears at the end of the text box in which you are to enter the range address 2 In the worksheet, select the range 3 Click the Expand button to redisplay the dialog box 6
LESSON 7: CREATING FMULAS Entering a Formula 1 Click the cell 2 Type = 3 Type the formula 4 Press Enter, Tab, or an arrow key to complete the entry Editing a Formula Click in the cell and type a new formula to replace the existing formula Double-click in the cell and move the insertion point as necessary to edit the formula Select the cell, click in the formula bar, and move the insertion point as necessary to edit the formula Select the cell, press F2, and move the insertion point as necessary to edit the formula Copying a Formula Using the Fill Handle 1 Click the cell 2 Drag the fill handle to copy the formula to the desired cells Using the SUM Function 1 Click the cell that will contain the function Editing Group 3 Click the Sum button 4 Verify the range to be summed and press Enter to complete the function 7
LESSON 8: COPYING AND PASTING Copying and Pasting Data 1 Select the cells you want to copy 2 Press Ctrl+C 3 Click the Copy button 4 Click the cell where you want to paste the copied data 5 Press Ctrl+V 5 Click the Home tab 6 Click the Paste button Copying Formats 1 Click the cell whose formats you want to copy 3 Click the Format Painter button 4 Click the cell to which you want to copy the formats 3 Double-click the Format Painter button 4 Click each cell to which you want to copy the formats 5 Press Esc to turn off the Format Painter Copying Formulas Containing a Relative Reference 1 Click the cell containing the formula you want to copy 3 Click the Copy button Press Ctrl+C 4 Click the cell where you want to paste the copied formula 5 Click the Home tab 6 Click the Paste button Press Ctrl+V Copying a Formula Using an Absolute Reference 1 Click the cell containing the formula you want to copy 2 Enter a dollar sign ($) before both the column letter and row number of the cell you want to make an absolute reference Press F4 to insert the dollar signs 3 Copy the formula using the procedures discussed at the beginning of this lesson 8
LESSON 9: TECHNIQUES F MOVING DATA Inserting and Deleting Columns and Rows Inserting a Column 1 Click the heading of the column that will be to the right of the new column 3 Click the Insert button dropdown arrow 4 Click Insert Sheet Columns Inserting a Row 1 Click the heading of the row that will be below the new row 3 Click the Insert button dropdown arrow 4 Click Insert Sheet Rows Deleting a Column or Row 1 Click the heading of the column or row that you want to delete 3 Click the Delete button Cutting and Pasting Data 1 Select the cells you want to cut 2 Press Ctrl+X Click the Home tab Click the Cut button 3 Click the cell where you want to paste the cut data 4 Press Ctrl+V Click the Home tab Click the Paste button Using Drag-and-Drop Editing Moving Data Using Drag-and- Drop 1 Select a cell or range 2 Point to the border of the selection 3 When the pointer changes to, drag the selection to the desired location Copying Data Using Dragand-Drop 1 Select a cell or range 2 Point to the border of the selection 3 When the pointer changes to, hold down Ctrl and drag the selection to the desired location 9
LESSON 10: CHART, SHEET, DISPLAY, AND PRINT OPERATIONS Creating a Column Chart 1 Select the range of data you want to chart 2 Press F11 Deleting Unused Sheets in a Workbook 1 Click the tab of the sheet you want to delete 3 Click the Delete button dropdown arrow 4 Click Delete Sheet 1 Right-click the tab of the sheet you want to delete 2 On the shortcut menu, click Delete Displaying, Printing, and Hiding Formulas Displaying and Hiding Formulas 1 Click the Formulas tab Formula Auditing Group 2 Click the Show Formulas button 3 Click the Show Formulas button formulas again to hide Press Ctrl+` to toggle formulas on and off Printing Formulas 1 Click the Formulas tab Formula Auditing Group 2 Click the Show Formulas button 3 Click File 4 Click Print 5 In Backstage view, click the Print button Previewing and Printing a Worksheet 2 Click Print 3 Check the preview in Backstage view 4 Click the Print button 10