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Olivia Capstone

The document is a beginner's guide to Microsoft Excel that introduces basic Excel functions and features. It covers creating and formatting workbooks and sheets, entering and organizing data, using AutoSum to calculate sums, creating line and pie charts from data, formatting charts, filtering data lists to sort and analyze information, and creating custom filters to specify age and income ranges. The guide provides step-by-step instructions on these introductory Excel skills for both personal and business use.

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282 views7 pages

Olivia Capstone

The document is a beginner's guide to Microsoft Excel that introduces basic Excel functions and features. It covers creating and formatting workbooks and sheets, entering and organizing data, using AutoSum to calculate sums, creating line and pie charts from data, formatting charts, filtering data lists to sort and analyze information, and creating custom filters to specify age and income ranges. The guide provides step-by-step instructions on these introductory Excel skills for both personal and business use.

Uploaded by

api-267216084
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 7

The Beginners Guide to

Microsoft

Excel

Hartsfield Inc.

Why Microsoft Excel?

Contents
Why Microsoft Excel?.............................................. 3
The Basics..................................................................... 4
Create a New Workbook........................................ 6
Add Data Using AutoSum..................................... 7
Create a Line and Pie Chart................................... 8
Format a Chart........................................................... 9
Filter a Data List.......................................................10
Create a Custom Filter .........................................11

Why Microsoft Excel?


Excel is an electronic spreadsheet program that can be used for
storing, organizing, and manipulating data. From large companies to
small households, Excel is a powerful tool that can be used by professionals and individuals alike to efficintly organize and analyze data.

For Businesses

Excel gives businesses the tools to perform many actions, including:






Scheduling
Basic Accounting
Product Sales
Customer Data
Find Profit and Loss Values

For Individuals

Excel is accessible and useful to individuals as well, providing skills


including:

Sort and Filter data


Organize information
Analyze financial data, such as:
Calculate basic mathematical operations such as sums or products
of rows
Calculate repayment plans for loans or mortgages
Find the average, maximum, or minimum values in a specified range
of data

Online Accessibility

An online version of Excel, featuring almost all the same tools as the desktop version, is available so that teams can collaborate on a project even from
statesor desksaway. Excel Online is accessed through Microsoft Online,
and it is free with the desktop-version installation of Excel.

The Beginners Guide to Excel

Hartsfield Inc.

The Basics

The Basics

The Basics

Before you master Excel, take a few minutes to become


familiar with these basic features and commonly used tools.
Quick Access Toolbar- Easy access for frequently used
tools. When you start Excel, it has only 3 icons (Save,
Undo, Redo), but you can add any feature to it

Name of the current


workbook is displayed
here

Formula Bar-

Displays formula
entered in active
cell

The RibbonContains buttons


you click to execute
commands in Excel

Name BoxDisplays cell


reference of the
active cell

Column HeadingsLetters that identify


different columns in
worksheet

Row HeadingsNumbers that identify


different rows in the
worksheet

Workbook WindowContains contents of


a worksheet, laid out
in a grid of rows and
columns

Status BarProvides workbook


information

The Beginners Guide to Excel

Hartsfield Inc.

Create a New Workbook

Create a New Workbook


1. Click File on the top left corner of the
screen (Figure A).
2. Click New.
3. Under New, choose Blank Workbook
(Figure B). A new sheet should
appear.

Add Data Using AutoSum

Add Data Using AutoSum


Learn this basic function that programs Excel to calculate the sum of numbers

1. Open a new workbook and fill 5 column cells with numbers.


2. Click on an empty cell below the column (Figure A).

Figure A

QuickTip

You can also open a new


workbook by pressing
CTRL+ N (Command+ N
on Macs).

Figure A

3. Navigate to the Home tab on the Ribbon.


4. Click AutoSum
on the right side of the Ribbon. A formula
should appear in the selected cell (Figure B).
Figure B

Enter Data Into a Workbook and Save


1. Open a new workbook.
2. Click on any empty cell and type your name.
3. Press Enter or Tab to move below or next to the cell.
4. Type your birthdate (Figure A).
Figure A
5. To save this workbook, click File>Save at the top left corner, or press CTRL+S
(Command+ S on Macs). A dialogue box should appear.
6. Select the folder you wish to save the workbook in.
7. Give your worksheet a name and press Save (Figure B).
Figure B

Figure B

5. Press Enter to calculate the sum of the numbers


(Figure C).
6. Save your work.
QuickTip

Figure C

Use the AutoSum dropdown


arrow to find various values,
including averages, maximums,
minimums, and more.

The Beginners Guide to Excel

Hartsfield Inc.

Create a Line and Pie Chart

Create a Line and Pie Chart


Learn how to easily turn data into a visual chart

1. Open a new workbook.


2. Enter the following data into Column A 1-6: 12, 7, 18, 9, 23, 4.
3. Select Column A1-6. The Quick Analysis button should appear in the
bottom right corner of the selected cells (Figure A).
4. Click the Quick Analysis button and select the Charts tab (Figure B).

Format a Chart

Format a Chart
Learn how to format a charts colors

1. Open the Pie Chart from the previous exercise (Figure A).
2. Click on the chart, and navigate to the Format tab on the Ribbon
(Figure B).

Figure B
Figure A

Figure B

Figure A

5. Click on the Line option. A line chart should appear (Figure C).

3. Click on any section of the chart twice so that it is selected.


4. Click Shape Fill on the Format tab and select any color (Figure C).
It should fill the selected chart section.

Figure C

Figure C

6. While the cells are still selected, click the Quick Analysis button again,
this time choosing the Pie Chart option.
QuickTip
7. Save your work.
Select an entire row by pressing

Shift+ Space, and select an entire


column by pressing CTRL+ Space
(Command+ Space on Macs).

The Beginners Guide to Excel

5. Change the colors of the different


sections by repeating the previous steps.
6. Try changing the section outlines by
choosing Shape Outline instead of
Shape Fill (Figure D).
Figure D

Hartsfield Inc.

10

Filter a Data List

Filter a Data List

Create a Custom Filter

Create a Custom Filter

Create a form to quickly analyze and sort data

1. Open Data_Form.xlsx
2. Select all cells containing data.
3. With cells selected, click Sort & Filter, located on the far right side of the
Home tab (Figure A).

Create filters to more specifically to analyze your data form

1. With Data_Form.xlsx still open and selected, click the arrow next
to Age.
2. At the dropdown menu, click Number Filters, then Custom Filter
(Figure A).

Figure A

4. At the dropdown list, click Filter. Drop down arrows should appear
in the form.
5. Click the arrow next to Last, and Sort A to Z (Figure B). The last names
should be in alphabetical order.
Figure A

3. At the dialogue box, select is greater than and 30.


4. Select And, is less than, and 45 (Figure B).

Figure B

6. Click the arrow next to Age, and Sort


Smallest to Largest. Notice the format
change.
Figure C
7. Click the arrow next to Income, and deselect
67k (Figure C) Notice the row containing 67k is deleted.
8. Undo the previous step by clicking the Undo arrow
at the top left
corner of the screen, or pressing CTRL+ Z (Command+ Z on Macs).
9. Keep workbook open for the next exercise.
The Beginners Guide to Excel

Figure B

5. Click OK. There should be two remaining rows in the chart.


Hartsfield Inc.

11

Hartsfield Inc.

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