4Functions & Formulas

Similar documents
Excel Main Screen. Fundamental Concepts. General Keyboard Shortcuts Open a workbook Create New Save Preview and Print Close a Workbook

Excel Select a template category in the Office.com Templates section. 5. Click the Download button.

Quick Reference Summary

Microsoft How to Series

Open. Select the database and click. Print. Set printing options using the dropdown menus, then click the

EXCEL 2010 PROCEDURES

Using Microsoft Excel

2Word Basics. 6Reviewing, Viewing. 3More Word Basics. 5Reference Tools & 4Graphics, Tables & Word 2010 T ABLE O F C ONTENTS.

Creating a Spreadsheet by Using Excel

12 BASICS OF MS-EXCEL

TABLE OF CONTENTS. i Excel 2016 Basic

Microsoft Excel 2010 Part 2: Intermediate Excel

Excel 2010 Level 1: The Excel Environment

Spreadsheets Microsoft Office Button Ribbon

Changing Worksheet Views

Microsoft Excel 2010 Tutorial

INTRODUCTION... 1 UNDERSTANDING CELLS... 2 CELL CONTENT... 4

Microsoft Excel Keyboard Shortcuts

Excel Essentials for Faculty. IDA Deep Dive Event

Office Applications II Lesson Objectives

course notes quick reference guide

Introduction to Excel 2013

MICROSOFT OFFICE. Courseware: Exam: Sample Only EXCEL 2016 CORE. Certification Guide

Microsoft Certified Application Specialist Exam Objectives Map

EXCEL 2003 DISCLAIMER:

Changing Worksheet Views

WEEK NO. 12 MICROSOFT EXCEL 2007

Microsoft Office Excel 2007: Basic. Course Overview. Course Length: 1 Day. Course Overview

Microsoft Excel 2016 / 2013 Basic & Intermediate

Microsoft Excel Important Notice

Introduction to Microsoft Excel 2010

Table of Contents. Chapter 1

Excel Tables & PivotTables

Excel 2007 New Features Table of Contents

Excel 2016 Basics for Windows

MICROSOFT EXCEL KEYBOARD SHORTCUTS

Application of Skills: Microsoft Excel 2013 Tutorial

Ms excel. The Microsoft Office Button. The Quick Access Toolbar

Excel 2010 Tutorials - Video File Attributes

Excel 2013 Intermediate

Status Bar: Right click on the Status Bar to add or remove features.

EXCEL TUTORIAL.

EVALUATION ONLY. Table of Contents. iv Labyrinth Learning

Quick Reference: Microsoft Excel Keyboard Shortcuts

Office of Instructional Technology

Excel keyboard shortcuts and function keys

Excel Tutorials - File Size & Duration

Introduction to Microsoft Word 2010

Excel 2016 Basics for Mac

THE EXCEL ENVIRONMENT... 1 EDITING...

Copyright & License Notes 3 Introduction 13 Chapter 1 - Excel Basics 14. Chapter 2 - Working with Data 32

Introduction to Microsoft Excel 2010

Gloucester County Library System. Excel 2010

Open and arrange windows This section covers items like: Opening another window on to a workbook Arranging workbook windows Hiding and show windows

Microsoft Excel 2010 Basics

Table of Contents. 1. Creating a Microsoft Excel Workbook...1 EVALUATION COPY

Microsoft Excel 2010

Excel 2010: Getting Started with Excel

COURSE CONTENT EXCEL BASIC ONE DAY

Lecture- 5. Introduction to Microsoft Excel

Tutorial 5: Working with Excel Tables, PivotTables, and PivotCharts. Microsoft Excel 2013 Enhanced

Introduction to Excel 2007

Excel Tutorial 1

Excel Basic 1 GETTING ACQUAINTED WITH THE ENVIRONMENT 2 INTEGRATION WITH OFFICE EDITING FILES 4 EDITING A WORKBOOK. 1.

Microsoft Office Excel 2010: Basic. Course Overview. Course Length: 1 Day. Course Overview

EXCEL 2007 TIP SHEET. Dialog Box Launcher these allow you to access additional features associated with a specific Group of buttons within a Ribbon.

Microsoft Excel Chapter 2. Formulas, Functions, and Formatting

New Perspectives on Microsoft Excel Module 5: Working with Excel Tables, PivotTables, and PivotCharts

Explore commands on the ribbon Each ribbon tab has groups, and each group has a set of related commands.

Learning Map Excel 2007

In a PivotTable, it selects the entire PivotTable report. Displays the Insert dialog box to insert blank cells.

COMPUTING AND DATA ANALYSIS WITH EXCEL

Advanced Excel. Click Computer if required, then click Browse.

Microsoft Excel 2010 Handout

Excel 2007 Tutorials - Video File Attributes

Excel Boot Camp PIONEER TRAINING, INC.

This book is about using Microsoft Excel to

Lesson 19 Organizing and Enhancing Worksheets

Workbooks & Worksheets. Getting Started. Formatting. Formulas & Functions

Microsoft Excel for Lawyers - The Fundamentals Reference Guide

San Pedro Junior College. WORD PROCESSING (Microsoft Word 2016) Week 4-7

WAAT-PivotTables Accounting Seminar

Microsoft Office Excel 2013 Courses 24 Hours

SUM - This says to add together cells F28 through F35. Notice that it will show your result is

ECDL Module 4 REFERENCE MANUAL

Excel 2016: Core Data Analysis, Manipulation, and Presentation; Exam

Excel shortcut and function keys

Quick Reference Guide 8 Excel 2013 for Windows Keyboard Shortcut Keys

Excel Shortcuts Increasing YOUR Productivity

Introduction to Microsoft Word 2010

For more tips on using this workbook, press F1 and click More information about this template.

Excel 2013 for Beginners

Day : Date : Objects : Open MS Excel program * Open Excel application. Select : start. Choose: programs. Choose : Microsoft Office.

Microsoft Excel 2010 Basic

Contents. Introduction 15. How to use this course 18. Session One: Basic Skills 21. Session Two: Doing Useful Work with Excel 65

Word 2013 Quick Start Guide

Correcting Grammar as You Type. 1. Right-click the text marked with the blue, wavy underline. 2. Click the desired option on the shortcut menu.

CHAPTER 4: MICROSOFT OFFICE: EXCEL 2010

4) Study the section of a worksheet in the image below. What is the cell address of the cell containing the word "Qtr3"?

Table of Contents. Word. Using the mouse wheel 39 Moving the insertion point using the keyboard 40 Resume reading 41

Transcription:

The Original Quick Reference Guides Microsoft Excel 2010 Excel is a spreadsheet program that enables you to perform simple or complex calculations using a broad range of statistical and mathematical tools, and to use filtering and sorting to organize, emphasize and contrast data. Excel 2010 introduces new tools for analyzing and presenting information, including sparklines (mini-charts that appear in cells) and slicers (interactive report filters that make it easy to play with data during presentations). Quick Access Toolbar The Formula bar Insert Slicer button. See, page 5. Click to access Excel help. Click to access Backstage View. The Ribbon. See Using the Ribbon, below. Column headers with filter buttons. See Filtering Data, page 5. Table of data. See Working with Tables, page 5. Column chart. See Working with Charts, page 6. Worksheet navigation area. See Viewing, Adding, and Deleting Worksheets, page 2. Zoom tools. See Zoom and Display Options, page 2. Sparklines. See Sparklines, page 6. The Quick Calculate Area. See Quick Calculations, page 4. Using the Backstage View The Backstage View replaces the File menu and Office Button from previous versions of Microsoft Office. You can access common commands such as Open, Save, and Print here. To create a new workbook: click, then click New. Select a template if desired, or doubleclick on Blank workbook to start from scratch. To save a workbook: press CTRL+S or click, then click Save. Type a file name if needed, choose a location to save the file to, and click Save. To open a workbook: press CTRL+O or click, then click Open. Select the workbook and click Open, or click the arrow for a menu of options (e.g. Open as Copy). To access program preferences: click, then click Options. T ABLE O F C ONTENTS Using the Ribbon The Ribbon contains common commands and tasks used to make changes in Excel, grouped in context-sensitive tabs. To fully customize the Ribbon: right-click anywhere on the Ribbon and choose Customize the Ribbon. Using the Quick Access Toolbar To add a command to the Quick Access Toolbar: right-click the command icon on the Ribbon and choose Add to Quick Access Toolbar. To customize the Quick Access Toolbar: right-click anywhere on the Ribbon and choose Customize Quick Access Toolbar. 2Excel Basics Workbooks & Worksheets Zoom & Display Options Selecting Parts of a Worksheet Columns & Rows Copying Cell Data Linking to Data 3Data Entry, Presentation & Security Data Entry Shortcuts Naming Cells Using Themes Formatting Cells Security 4Functions & Formulas Quick Calculations Inserting a Formula Cell References Inserting a Function Troubleshooting Functions & Formulas 5Sorting & Filtering Tables Table Formatting Sorting Data Filtering Data PivotTables 6Charts, Visual Aids & Printing Charts Sparklines Conditional Formatting Headers & Footers Printing Data New in Excel 2010! www.nlearnseries.com...plus Shortcut and New Feature Flap!

Excel Basics 2 Workbooks and Worksheets A workbook is an Excel file that contains a set of individual worksheets, which in turn contain data. Workbooks often consist of multiple worksheets. Viewing Workbooks Your open workbooks appear on the Windows taskbar. To view two workbooks in the same window: open the two workbooks, click the tab, and then click View Side by Side. Click Arrange All to choose how the workbooks appear. To save the current workbook layout: click the tab and click Save Workspace. Choose a name and location for the workspace file, and click Save. Viewing, Adding, and Deleting Worksheets View and add worksheets using the tabs and buttons at the bottom-left of the Excel window. You can also right-click on any tab to display a menu of options. Active worksheet Click the scroll buttons to view the next or previous worksheet. To add a new worksheet to a workbook: click the Insert Worksheet button at the bottom of the screen, or press SHIFT+F11. To change worksheet order: click and drag any worksheet tab left or right. To delete a worksheet: right-click the worksheet tab and choose Delete. To rename a worksheet: double-click a worksheet tab, type a new name for the worksheet (e.g. Sales Data) and press ENTER. To add color to worksheet tabs: right-click the worksheet tab and choose Tab Color. Select a color from the pop-up palette. To hide a worksheet: right-click the worksheet tab and choose Hide. To view a hidden worksheet: right-click any worksheet tab and choose Unhide. In the Unhide dialog box, select the sheet you want to return to the workbook view and click OK. Zoom and Display Options Use the zoom and display area at the bottom-right of the Excel window to choose how the current worksheet appears. Page Layout Click a worksheet tab to select and view it. Click to choose an exact zoom percentage from a dialog box. Click to add a new worksheet. Selecting Parts of a Worksheet You can use the mouse or keyboard to select cells for copying and formatting. Using the Mouse Select a column...click column header Select columns... click and drag across column headers Select a row... click row header Select rows...click and drag across row headers Select cells...click a single cell, or click and drag across several cells Select non-adjacent cells...hold CTRL, then click in individual cells Select all cells...click in top-left of worksheet To select all worksheets: right-click any worksheet tab, and then choose Select All Sheets. Using the Keyboard Select several cells... SHIFT+ / / / Select a column / row...ctrl+spacebar / SHIFT+SPACEBAR Select current data block or range...ctrl+shift+* Select forwards, from current cell to last cell in sheet...ctrl+shift+end Select backwards, from current cell to A1...CTRL+SHIFT+HOME Select from current cell to first cell of the row... SHIFT+HOME Select entire worksheet...ctrl+a Working with Columns and Rows Click and drag between columns or rows to adjust their size, or right-click on any cell or header for a menu of options (Insert, Delete, etc.). Click to adjust the size of all columns or rows. Click and drag to re-size this row. Click and drag to resize this column. To automatically resize columns and rows to fit content: select the columns or rows to apply AutoFit to. Under the tab, in the Cells group, click Format. Choose AutoFit Column Width or AutoFit Row Height from the menu. You can also quickly AutoFit columns by double-clicking on the column header. Copying Cell Data Select cell(s) and press CTRL+C to copy them, then select the destination cell(s) and press CTRL+V to copy. Paste commands are also accessible under the tab, in the Clipboard group, or by right-clicking on a selection. Normal view Tip: These options are also available under the Cell Commenting Page Break Preview. See Using Page Breaks, page 6. Click and drag to zoom in/out on the selected cell or area. Right-click a cell and choose Insert Comment from the menu. Type your comment or note in the pop-up box. Cells containing comments have a red triangle in the top-right corner. Position your mouse pointer over the cell to view the comment. To delete a comment: select the cell containing the comment. Under the tab, click Delete in the Comments group. tab. After you have pasted data, press CTRL or click to choose exactly what is pasted (values, formulas, formatting, etc.) To preview paste options: copy the cell data. Right-click the destination cell(s) and, in the Paste Options area of the menu, hover your mouse over an icon (e.g. Formatting). You will see a preview of what the pasted data will look like in your worksheet. Click the icon to apply the paste, or hover your mouse over Paste Special to see more options. Sharing Data Between Worksheets You can link worksheets so the contents of cells on one sheet appear on other worksheets, and update automatically when values in the original cells change. To paste a link: on the source worksheet, select and copy the data to be linked. On the destination worksheet, select the cell(s) where the linked data will appear, right-click and choose Paste Link.

Data Entry, Presentation & Security 3 Data Entry Shortcuts Use these methods to speed up repetitive data entry tasks. Entering the Same Data on Multiple Worksheets When working with multiple worksheets with a similar structure (such as employee time sheets or monthly reports), you can change or update common values on all sheets at once. To enter a value in the same cell on several worksheets: hold CTRL and click to select each desired worksheet tab (e.g. ). On any of the selected worksheets, enter values in cells as needed and press ENTER. When you are finished entering data, click on any other tab. Alternatively, right-click one of the selected worksheet tabs and choose Ungroup Sheets from the menu. Working with AutoFill Use AutoFill to add data to cells based on existing values. You can copy a single value (e.g. 5, 5, 5,...) or extend a series (e.g. 2, 4, 6,...) across any number of cells. AutoFill works with both horizontal and vertical selections. Click and drag the fill handle across other cells to copy cell data. Click to access a menu of AutoFill options. Click and drag the fill handle across other cells to extend the series. Naming Cells You can name a group of cells and refer to them collectively by name (e.g. Revenue) rather than by cell reference (e.g. C2:C16). Naming cells makes your workbooks more descriptive and easier to search, and can be useful for keeping complex formulas tidy and understandable. The Name box appears to the left of the Formula bar. Click to view a list of named cells in the current workbook. To name a group of cells: select the cells. Click inside the Name box, pictured above, and type a name for the group. Press ENTER. Note: Names cannot contain spaces (e.g. Company Revenue). To view and select named cells: click the arrow on the right side of the Name box, and choose a name from the drop-down menu to select the cell(s). Tip: Press F3 while typing in the Formula bar to open a dialog box that displays all available named cells. Select a name and click OK to insert it in the formula. To edit and delete names: under the tab, click Name Manager in the Defined Names group. The Name Manager dialog box displays a list of all named cell groups in the current worksheet. Select a name and click Edit to update the name and/or cell references, or click Delete to remove the name. Copyright 2010 Nevada Learning Series USA, Inc. Using Themes You can quickly give your document a consistent, professional look by applying themes standard sets of colors, fonts, and effects. You can also create and save custom themes to use in other worksheets or Office documents. Applying Themes Under the tab, click Themes. Hover your mouse cursor over a theme in the gallery to preview how it will look when applied to your worksheet. Click on a theme to apply it. To change part of a theme: click Colors, Fonts, or Effects to open the corresponding gallery. Hover your mouse cursor over an option to preview the change, and click to apply it. Tip: Don t see a color or font option that you like? Click Create New Theme Colors or Fonts at the bottom of the gallery window to create your own. To save a custom theme: under the tab, click Themes. At the bottom of the gallery window, click Save Current Theme. Formatting Individual Cells Themes are applied to an entire worksheet, but you can format individual cells or groups of cells with custom properties. To format cells: select the cell(s) you want to format. Right-click the cell(s) and choose Format Cells from the menu, or click the tab to display formatting options on the Ribbon. Some highlights: The Font group controls how text and numerals appear visually. The Alignment group controls how content is fitted inside cells. The Number group controls how numerals are understood by Excel (e.g. as currency, as a date). Cell Styles in the Styles group can be used to add preset colors and styles to selected cells. Security Protecting Workbooks and Worksheets Excel enables you to protect workbooks or worksheets against changes. You can also choose which editing options are available to other users. To protect workbook structure: under the tab, click Protect Workbook in the Changes group. Check the Structure and Windows boxes, type a password and click OK. Retype the password and click OK. Users will be able to make changes to individual cells, but structure elements (e.g. tables) are protected. To protect worksheets against changes: under the tab, click Protect Sheet. Check the Protect worksheet and contents of locked cells box, and then check the boxes beside the actions you want other users to be able to perform. Type a password and click OK. Retype the password and click OK. Checking for Issues Before Sharing Inspect workbooks before sharing with someone else to avoid accidentally giving them access to hidden data or sensitive information. To check for issues: under the tab, click Info, then click Check for Issues and then click Inspect Document. Click Inspect to display a report of any issues. Use the related buttons to take action if needed, and click Close. Encrypting Workbooks Encrypt a workbook to require a password when people try to open and view it. To encrypt a workbook: under the tab, click Info. Click Protect Workbook and then click Encrypt with Password. Type a password and click OK. Retype the password and click OK. New in Excel 2010!

Functions & Formulas 4 Quick Calculations The Quick Calculate area displays the results of common operations (e.g. average, sum total) without the need to create a formula. 1. Select a range of cells. 2. Results instantly appear in the Quick Calculate area at the bottom of the screen. Formulas The Formula Bar The primary interface for entering and editing formulas is the Formula bar. Cancel formula changes Click and drag to resize the Formula bar. Inserting a Formula 1. Select the target cell that will contain the formula results. 2. Type the formula in the cell or in the Formula bar. You can use cell references (e.g. A1), cell names, constant values (e.g. 88), and operators (e.g. +). Note that formulas must begin with an equals (=) sign, and contain no spaces. A simple formula to add the values of two cells might look like this: =(A1+A2) Tip: While typing in the Formula bar, you can use the mouse to select cells or ranges of cells to insert as references. 3. Press ENTER. The formula results will appear in the target cell. To delete a formula: select the cell containing the formula and press DELETE. Understanding Cell References Cell references (e.g. A1) point to data values in worksheet cells. Relative reference shift when a formula is copied or moved; the formula will update its references according to its new location. Absolute references (characterized by $ symbols) always point to an exact location on a worksheet, no matter where the formula is moved. Relative reference Insert Function button Enter formula Absolute reference =A1+A2 =C1+C2 =$A$1+$A$2 Example: Copying the formula =A1+A2 to cell C4 shifts the relative references: the formula becomes =C1+C2. Copying the formula =$A$1+$A$2 to cell C4 preserves the original references, as they are absolute. To maintain absolute references: in a formula, add a dollar sign ($) before every reference value to be maintained (e.g. $A$1). Now the reference will always refer to this data range, regardless of where the formula is located. It is possible to mix relative and absolute values (e.g. A$1, $A1). Tip: While editing a formula, select a cell reference in the Formula bar and press F4 to quickly convert it to an absolute reference. Functions Functions are pre-defined formulas that simplify the process of adding common and/or complex calculations to worksheets. For example, you could find the average of three numbers with the formula =(A1+A2+A3)/3, but using the function =AVERAGE(A1:A3) is quicker and cleaner. Some Frequently Used Functions SUM calculates sum total...=sum(a1:a20) AVERAGE calculates average...=average(a1:a20) MAX returns the highest value...=max(b11:g11) MIN returns the lowest value...=min(b11:g11) COUNTA counts # of cells containing data...=counta(a1:a85) Inserting a Function 1. Select the target cell that will contain the function results. 2. Click the Insert Function icon. Choose a function from the available list. You can look for more functions by using the search feature or browsing the categories (e.g. Financial, Statistical) from the drop-down menu. When you click to select a function, a description and list of related arguments appears (e.g. for SUM, the function requires digits or cell references to add together: number1, [number2],...). Select the desired function and click OK. 3. Fill in the argument fields (information) for the selected function. Tip: If applicable, click the icon to return to your spreadsheet, where you can use the mouse to select cell ranges to use as function arguments. 4. Click OK. The function results will appear in your target cell. Note: If you are familiar with a function and its required arguments, you can type the function directly into the target cell or Formula bar. You can also browse functions in the Function Library group, under the tab. Troubleshooting Functions & Formulas Quickly check your formula references by clicking inside the cell containing the formula, then clicking in the Formula bar. Excel 2010 also features several tools for evaluating and diagnosing broken functions and formulas. Click this button to view a menu of available diagnosis options, or to learn more about a specific error. Error Checking Under the tab, click Error Checking in the Formula Auditing group. If the current worksheet contains errors, the Error Checking dialog box will open. Use the Previous and Next buttons to view more errors, or an available option (e.g. Edit in Formula Bar) to make changes to the broken function or formula. Evaluating Formulas Excel 2010 s evaluation tool steps through complex formulas to see exactly what is being calculated at each stage of the equation. To evaluate a formula: 1. Select the cell containing the formula you want to evaluate. 2. Under the tab, click Evaluate Formula in the Formula Auditing group. The Evaluate Formula window opens. 3. The Evaluation field displays the formula, and the Reference section lists all precedent cells that contribute data to the formula. Click Evaluate to step through your formula one calculation at a time; each underlined segment is calculated as you go. If an error is present (e.g. #NAME?), you can identify the part of the formula where this error first appears. 4. Click Close. In the Formula bar, make changes to the formula as needed.

Sorting & Filtering 5 Working with Tables Formatting a range of cells as a table enables you to use sorting and filtering tools to organize your information. Tables employ a header row, which describes the contents of the column below. The screenshot on page 1 features an example of a small table. Creating a Table 1. Select the range of cells that will be included in the table. Make sure that the top-most row contains header information. 2. Under the tab, click Table in the Tables group. Ensure that the My table has headers box is checked and click OK. The table is created, and AutoFilter buttons appear beside the column headers. Header row Table Formatting & Presentation You can tweak the way your table looks with options that appear under the Table Tools Design tab. To display the tab in the Ribbon, click to select a table. Experiment with color themes in the Table Styles gallery, or check/ uncheck options in the Table Style Options group to customize your table. Sorting Data Sorting is the process of arranging data to display in a desired order (e.g. alphabetically from A to Z, or numerically from lowest to highest value). To sort by column: in a table, click the AutoFilter button beside the column header of the column you want to sort. Choose a sorting option from the menu (e.g. Sort A to Z). Options available depend on the type of information in the selected column. Note: When a column is sorted or filtered, its AutoFilter button will change to look like (sorted) or (filtered). To create an advanced sort: select the data to be sorted. Under the tab, click Sort in the Sort & Filter group. In the Sort dialog box, use the dropdown lists to choose what column to sort, which criteria to sort by, and how results will be ordered. Click Add Level to add extra sorting instructions, if desired. If you have multiple levels of instructions, use the up and down arrow buttons to change sorting priority (the top-most criteria is always the most important). Click OK. Filtering Data Filtering is the process of temporarily excluding or hiding data, making it easier to see and work with the information that remains. To filter by column: click the AutoFilter button beside the column header of the column you want to filter by. At the bottom area of the pop-up menu, uncheck the boxes for all entries that will be filtered out (hidden). Click OK. To filter by criteria: click the AutoFilter button beside the column header of the column you want to filter by. Choose <Text> Filters, and then select a filtering method (e.g. Begins With). Note that available options change depending on the type of data selected. Set the parameters for your filter and click OK. These entries will be filtered out of the data table. AutoFilter buttons Removing Filters To remove a filter: click the AutoFilter button at the top of a filtered column, and choose Clear Filter From <Column> from the menu. Introduction to PivotTables A PivotTable is a tool for comparing, or pivoting, information in ways that reveal important relationships. PivotTables allow you to compare and contrast data without making irreversible changes to the original worksheet. Creating a PivotTable 1. Select the raw data that your new PivotTable will use or have access to. Remember to include header information in the top row. 2. Under the tab, click PivotTable in the Tables group. 3. In the Create PivotTable dialog box, choose a location where the PivotTable will be placed and click OK. 4. Find and display the newly-created PivotTable. If you chose default options, it will be located in a new tab in your workbook. To populate a PivotTable with fields: click inside the blank PivotTable to select it. In the PivotTable Field List pane that appears, click and drag a field from the list into one of the four pane areas below (e.g. Column Labels, Values). A check box indicates that a field is currently in use. Tip: You can populate a pane with multiple fields. To remove a field: click an active field and drag it back up to the field list. PivotTable Field List Populated PivotTable Click on active fields for a menu of options. are visual filters that can be attached to PivotTables, PivotCharts, and other data sources. 1. Select the data (e.g. PivotTable) the slicer will be linked to. Under the tab, click Slicer in the Filter group. 2. In the Insert dialog box, check the box beside each field you want to create a slicer for. Click OK to place the slicer box(es) on your worksheet. 3. In the slicer box, click a button to filter the data (show only the selected field). You can hold CTRL or SHIFT while clicking to select multiple buttons. To remove a slicer filter: click the Remove Filter icon in the slicer box. To edit slicer properties: right-click the slicer and choose Slicer Settings from the menu. Make changes as needed and click OK. Tip: More slicer options, including a style gallery, are available under the tab, which appears on the Ribbon when a slicer is selected. To delete a slicer box: right-click the slicer box and choose Remove <Name> from the menu.

Charts, Visual Aids & Printing 6 Working with Charts Charts (or graphs) are useful for visualizing data and highlighting important trends or comparisons. Charts are updated as their source data changes. Creating and Customizing a Chart Select the range of data the chart will represent. Remember to include column labels. Under the tab, choose a chart type (e.g. Column) from the Charts gallery. To change chart layout and style: select the chart. Under the Chart Tools tab, choose a layout from the Chart Layouts gallery and a visual style from the Chart Styles gallery. To customize specific chart elements: select the chart. Under the Chart Tools tab, use the options in the Labels, Axes, and Background groups to make changes to your chart as desired. Chart title. Click inside the box and type a new title. Chart legend. Double-click any chart element to edit its properties. Click and drag corner handles to resize the chart. Moving and Saving Charts To copy a chart to a different Excel location: select the chart. Under the Chart Tools tab, click Move Chart in the Location group. Choose a location to copy the chart to (e.g. New sheet) and click OK. To use a chart in another Office application: select the chart and press CTRL+C to copy it. In the other application, press CTRL+V to paste the chart in. To save a chart as a template: select the chart. Under the Chart Tools tab, click Save as Template in the Type group. Choose a name and location for the template file, and click Save. To use a chart template: click the tab and click any chart gallery in the Charts group. At the bottom of the gallery, choose All Chart Types. In the Insert Chart dialog box, click Templates. Choose a template and click OK. Sparklines Sparklines are mini-charts that are embedded in individual cells. Unlike Excel charts, Sparklines usually appear inside a data table. They serve as an at-a-glance visual reference for data relationships and trends. To insert a sparkline: select the range of data the sparkline will represent. Under the tab, choose a sparkline type (e.g. Line, Column) from the Sparklines group. In the Create Sparklines dialog box, specify a Location Range where the sparkline will be placed, or use the mouse to select destination cell(s). Click OK. Tip: To avoid errors when creating sparklines, ensure that your Location Range is equivalent to the source data (e.g. when creating sparklines based on a data range of 6 cells, make sure that your Location Range contains 6 cells as well). To format a sparkline: select the sparkline. Under the Sparkline Tools Design tab, use the options in the Show group and Style gallery to make changes. To remove a sparkline: right-click the sparkline and choose Sparklines Clear Selected Sparklines. Conditional Formatting Conditional formatting adds color, icons, and other formatting to cells based on their values. For example, you can set high values in a column to be displayed in green while low values are red. Printing 1. Select the cells you want to format and, under the tab, click Conditional Formatting in the Styles group. 2. Choose an option from the Data Bars, Color Scales, or Icon Sets group. Creating Headers and Footers Headers and footers help readers understand what the worksheets contain, or which sheets go together if they are accidentally separated. To view headers and footers: under the tab, click Header & Footer in the Text group. Page layout view is displayed, and you can now click inside a header or footer section box to type or add content. To create a standard header or footer: click inside a header or footer box to select it. Under the Header & Footer Tools Design tab, click Header or Footer. Choose an option from the drop-down list. Tip: Choose (none) to remove header or footer content from the worksheet. To insert a custom element: click inside a header or footer box, ensuring you select the area (left, center, right) where you want the element to appear. Under the Header & Footer Tools Design tab, choose an option (e.g. Page Number, Current Date) from the Header & Footer Elements group. Using Page Breaks Page break lines define how a worksheet will be split into multiple pages when printed. To set page break lines: under the tab, click Page Break Preview in the Workbook Views group. Click and drag the blue boundary lines to choose where the worksheet will be separated when printed. Try to keep related elements together. Click Normal when finished. Note: Page break lines will remain on your worksheet until you close the file. Printing Data To print the active worksheet: press CTRL+P, or click and choose Print. Choose appropriate print settings and click the Print button. Click to print. Print Settings area Click here to choose Fit Sheet on One Page. Preview page controls Preview pane Show/hide margins Preview zoom To include gridlines and headings when printing: under the tab, check the appropriate Print boxes in the Sheet Options group. To select a portion of the worksheet for printing: select the range of cells you want to print. Under the tab, choose Print Area Set Print Area. Choose Print Area Clear Print Area to print the entire worksheet again.

Shortcuts & What s New? 7 Shortcuts In addition to the shortcuts listed below, you can use KeyTips to quickly execute commands. Press ALT to reveal available KeyTips, then press the applicable letter or number to execute the command. Moving Around in Worksheets Go to first cell (A1) in worksheet...ctrl+home Go to last cell in working area... CTRL+END Move one cell up, down, left, or right... / / / Move between cells in a selected range... TAB Go to specific cell or range...f5 Find a specific cell value...ctrl+f Go to beginning of row...home Scroll up or down a screen...page UP / PAGE DOWN Scroll left or right a screen...alt+page UP / PAGE DOWN Worksheets and Workbooks Insert new worksheet...shift+f11 View previous / next worksheet... CTRL+PAGE UP / CTRL+PAGE DOWN View next open workbook... CTRL+TAB Minimize / maximize workbook...ctrl+f9 / CTRL+F10 Hide / show the Ribbon... CTRL+F1 General File Operations Open new workbook...ctrl+n Open an existing workbook...ctrl+o Save the current workbook...ctrl+s Save As... F12 Print the current worksheet... CTRL+P Cancel (general)...esc Accept / confirm (general)...enter Editing Undo the last action...ctrl+z Redo the last action... CTRL+Y Repeat the last action (e.g. applying bold formatting)...f4 Copy / cut / paste text or cell... CTRL+C / CTRL+X / CTRL+V Clear selected cells... DELETE Format selected cells... CTRL+1 Edit selected cell...f2 (or double-click cell) Delete selected row / column... CTRL+- Apply time format to cell...ctrl+shift+@ Apply date format to cell...ctrl+shift+# Apply currency format to cell...ctrl+shift+$ Apply percentage format to cell...ctrl+shift+% Apply outline border to cell... CTRL+SHIFT+& Insert a hyperlink... CTRL+K Insert the current date / current time... CTRL+; / CTRL+SHIFT+; Create new chart using selected data...f11 Tip: Click the tab and click Symbol in the Symbols group for a full set of financial and mathematical symbols, and international characters. What s New in Excel 2010? Backstage View The Backstage View replaces the File menu and Office Button from previous versions of Microsoft Office. You can access common commands such as Open, Save, and Print here. The Backstage View also provides access to file property information, a list of recently-opened documents and versions, security and permission settings, file sharing tools, and preference options. To access Backstage View, click. Save as PDF Save your Excel worksheets and workbooks as Portable Document Format (PDF) files to share with other people who may not have Excel or a compatible spreadsheet program on their computers. Choose Save As in Backstage View and select.pdf from the Save as Type drop-down menu. See To save a workbook, page 1. Customize the Ribbon You can now fully customize the Office Ribbon, adding or removing commands, groups, and tabs as desired. Hide features that you don t use, or create a new tab for the commands you use frequently. To fully customize the Ribbon: right-click anywhere on the Ribbon and choose Customize the Ribbon. Paste Preview Excel 2010 features many paste options, allowing you to specify whether you want to copy values, formatting, formulas, links, and more. Browse and preview what each paste option will look like on a worksheet before you commit. See To preview paste options, page 2. are visual controls that allow you to filter your data on the fly, making them perfect for interactive presentations. They can be attached to PivotTables, PivotCharts, and other data sources, and update as the information they re linked to is changed. See, page 5. Sparklines Sparklines are mini-charts that are embedded in individual cells, and serve as a quick visual reference for data relationships and trends. Sparklines are a good way to lighten up data-heavy tables and worksheets. See Sparklines, page 6. To customize this guide, visit our website at www.nlearnseries.com/custom To order other guides in our series, please contact us by email (info@nlearnseries.com) or by fax (416-487-3121). Microsoft Excel 2010: Quick Reference Guide copyright 2010 Nevada Learning Series USA, Inc. We assume no responsibility for errors or omissions in this guide. Excel is a registered trademark of Microsoft. ISBN: 978-1-55374-982-0 Printed in the USA