Exercise 10-1: Create New

In this exercise you will create new workbooks and enter data in one of them. You will also save some of the new files for
future use.

1. Start Microsoft Excel, if necessary. Click Blank workbook to create a new workbook. Excel displays the new
blank workbook that contains a blank worksheet.
2. Press CTRL+N to quickly create another new blank workbook.

This new workbook should show Book2 in the title bar (the number may vary depending on how many times
you pressed the shortcut key). Notice that the active cell is A1 – it should be highlighted with a darker border
around it and both column A and row 1 change color because these contain the cell that is currently active. As
you click in different cells, the column heading and row number will change color accordingly.

3. In cell A1 of Book2, type: <Your Name> - Bank Reconciliation and press ENTER. The cursor should now
be in cell A2 (you are still in column A but now in row 2).
4. Type: Date and press TAB to go to cell B2.
5. Type: Item and press TAB to move to cell C2. Type: Cash In.
6. Press TAB to move to cell D2, type: Cash Out, press TAB to go to E2, type: Balance, and press ENTER.

This time the cursor is in cell A3.

7. Press TAB to go to cell B3, type: Cash in Bank, press TAB to move to cell C3, type: 525 and press ENTER.
8. In cell A4, type: Jan 1 and press TAB. Continue entering the information as shown:

Key Fact: You can also press CTRL+W or CTRL+F4 to close the workbook, or click the Close button to shut down the
application. These work in any Office application.

9. On the Quick Access Toolbar, click Save.

10. Click This PC in the middle pane and click the arrow at the left of Documents. Navigate to the Excel folder in the
student data files, then in the file name field, type: Bank Reconciliation - Student (use your name or
initials in place of “Student”) and click Save.
11. Click in cell B1 and type in today’s date using the mmmdd, yyyy format, for example, May11, 2016 and press
ENTER.

You should notice the title text has been cut off by the date. This is an example of why you want to watch where
you are entering data and how it affects areas in the report.

12. Save the workbook again.

Now create a new workbook using a template.

13. Click the File tab and then click New.

14. Scroll in the list and then click Simple monthly budget. Click Create.

Notice how Excel created a new copy of this file for you using a similar name (Simple monthly budget1) to
remind you of which template you used. If you were planning to use this form, you could click each field to enter
the appropriate information. For the purpose of this demonstration, you will just save it.

15. Press CTRL+S to save this file. Click This PC and navigate to the Excel folder in the student data files.
16. Click in the filename field, type: Simple monthly budget-Student and press ENTER.
17. Press CTRL+N to create a new blank workbook.

You now have at least four workbooks open (the number will depend on the number of times you created a
blank workbook or a new document from a template).
 18. Point at the Excel icon on the Windows taskbar and you should have at least four preview windows displayed.
19. Click the Bank Reconciliation - Student file.
This file is now the active workbook on the screen.

20. Point at the Excel icon and then click the blank workbook created in step 17.
21. Close this workbook by pressing CTRL+W.
22. Then press CTRL+W to close all other workbooks.

Now try opening a file.

23. Click File and then click Open.

There should be at least two files in the list of files most recently accessed.
24. Click Bank Reconciliation – Student from the list.
25. Press CTRL+O and click Simple monthly budget – Student.
26. Click File, click Open, and click This PC. Ensure you are viewing the contents of the Excel folder, then click Tour
Prices to open this file.

Now save this file in another format so you can send it to someone who is using an earlier version of Excel.

27. Click File, click Save As. Click the arrow for the Save as type field and then click Excel 97-2003 Workbook
(*.xls). Click Save. The file has been saved in this format and will also display a different icon at the left of this file name
than the Excel 2016 file.

Open a file that has been saved with Protected View.

Exercise 10-2: Bank Reconciliation

In this exercise you will complete a workbook by adding similar entries into cells of a worksheet as well as adjust the
column widths to make the report comprehensive.

1. Click File, click Open, and click the Bank Reconciliation - Student file to open it.
2. Click File, click Save As, and in the File name field, type: Bank Reconciliation adjusted - Student as the
new name and then click Save.

3. Click B1 and press DELETE. Then on the Quick Access Toolbar, click Undo. The date should be back in the
report.
4. On the Quick Access Toolbar, click Redo to remove the date again.
5. On the Home tab, in the Clipboard group, click the Clipboard dialog box launcher button.
6. Select cells B4 and C4 which contain the payday information. Then on the Home tab, in the Clipboard group ,
click Copy.

Notice how the Office Clipboard now shows an entry for the contents of this cell range. You should also notice
the marquee around cells B4 and C4, reminding you this is the original source for the copy action.

7. Click in cell B8 and then click the entry in the Clipboard.

 You have just successfully copied and pasted an entry from one cell range to another (the marquee no longer appears
around the original source).

8. Click in cell A8, type: Jan 15 and press ENTER.

9. In cell A9, type: Gas, press TAB twice, type: 53.45 and press ENTER. The information has been entered

into the wrong cells.

10. Select cells A9 to C9, and press CTRL+X to cut the information.
11. Click in cell B9, and press CTRL+V to paste this entry into this location.
12. Click the on the Office Clipboard. Then save the workbook.

Now try adjusting the worksheet to improve the readability of the report.

13. Place the cursor between the column heading for B and C. You should see the icon appear between the
column headers.
14. Click and drag to the right to increase the size of column B.
Notice as you drag that Excel displays a small ScreenTip indicating the width of the column, such as
15. Release the mouse when you see the 12.71 or 13.00 measurement.

Now insert a blank row to place some room between the title of the report and the column headings.

16. Click the row 2 heading. On the Home tab, in the Cells group, click Insert.

Excel automatically inserted a row as a result of selecting the entire row before selecting the command; Excel can
recognize what or where you want to apply a feature.

17. Save the workbook.

Exercise 10-3: Bank Reconciliation Formulas

In this exercise, you will enter a few simple formulas using math operators.

1. Ensure the Bank Reconciliation adjusted – Student file is open and save it as Bank Reconciliation with

formulas - Student.

2. Click in cell E4. Type: =C4 and press ENTER.

You successfully entered a simple formula into cell F4 that inserts the contents of cell C4 as the starting formula.

3. In cell E5, type: =C5+E4 and press ENTER.

Excel now displays the total of the starting balance plus the amount of the new cash.
4. Click in cell C4 and type: 725. Press ENTER.
Notice how the formula updates to accommodate the new value. You can see how using a formula saves

you the time of having to change the data if you had entered it manually.
5. Click in cell E6 and type: = to start the formula. Click cell E5, type: - (dash or minus sign), click cell D6 and press
ENTER.

Notice how this time you clicked the cells for the formula instead of typing the cell addresses manually.

6. Click cell E6 and press CTRL+C. Then select cells E7:E8 and press ENTER.

Excel has copied the formula in cell E6 and adjusted the cell addresses for the next two rows. This is an example
of relative cell referencing.

7. In cell E9, type: =E8+C9 and press ENTER.

If you were to continue with the report, you would continue to enter data to indicate the cash going into

and out of the bank account, inserting formulas as applicable to calculate the changes.

8. Save and close the report.

Now try using functions in a worksheet to show totals for the pricing set on tours for the upcoming year.

9. Open the Tour Prices file and save as Tour Prices - Student.
10. Click the column heading for Column C, drag across to Column G, then release the mouse button. Columns C
through G are now selected.
11. In the Home tab, in the Cells group, click Format, then click Column Width to open the Column Width dialog box.
Type: 11 and then press ENTER to change the width of the selected columns to 1 1.
12. Click in cell G5. Then on the Home tab, in the Editing group, click AutoSum.

Excel now identifies the cells you may want to sum or total. If these are correct, you need only accept the
suggested cell range. If you need to change the range of cells, click to select the cells you want to be included in
the formula.

13. Press ENTER to accept the formula in this cell and move the cursor to the next cell below.

You will now insert formulas to total the remaining tours.

14. Click in cell G5 again and then on the Home tab, in the Clipboard group, click Copy. Excel copies the formula to
the clipboard.
15. Click cell G6 and drag down to cell G15. Press ENTER.
Excel pastes the formula into the remaining cells.

16. Click cell G6 to see how the formula appears.

You should notice that the cell references for the AutoSum range have adjusted to reflect the total for this row
instead. That is, the range is B6:F6 for row 6, but it will be B7:F7 for row 7 and so on.

17. Save the worksheet.

Suppose there is now a possibility that you may have to raise the tour prices by 25% to cover varying exchange rates.

18. Click cell A20, type: Exchange Rate as the label and press TAB. In cell B20, type: 1.25 as the rate and press
ENTER.
19. Click cell I5. Type: = and then click cell G5.
20. Type:*toinsertamultiplicationoperatorandthenclickcellB20.PressENTERtoaccepttheformula.
21. Copy the results of this cell down to the cell I15.

You should notice that the remaining cells have no results in them from the copying of the orig inal formula. This
is because Excel uses relative cell addressing by default. What we need to do is set the appropriate cell in the
original formula to be static or absolute so the new rate will be calculated correctly in the remaining cells.

22. Click in cell I5 and then click in the Formula bar to activate the Edit mode. With the cursor at the end of

the B20 cell address reference, press F4.

23. Press ENTER to accept this change.

You have specified that cell B20 is an absolute cell address. Neither the row nor the column will be adjusted as
you copy and paste.

24. Copy this formula down to cell I15.

 25. Click in several of the cells to look at the formula, and notice how the first cell changed to recognize the value but
the cell with the Exchange Rate stayed constant.

26. Save and close the workbook.

Exercise 10-4: Balance Sheet

In this exercise, you will format different parts of the worksheet to emphasize values and text.

1. Open the Balance Sheet file and save it as Balance Sheet - Student.
2. Select cells A1 to C1. Then on the Home tab, in the Alignment group, click Merge & Center.
3. Repeat step 2 for cells A2 to C2 and A3 to C3.

4. Select the three cells and on the Home tab, in the Font group, click .
5. Click the arrow for Font Size and change this to 14.
6. Click cell B5 and drag to cell C5. Press CTRL and then click cells A6, A11, A13, A16, A18, A21 and A23,

then release CTRL.

7. Press CTRL+B to add bold to all these cells.

8. Select cells B7 to C10, press CTRL and select cells B14 to C15 and also cells B19 to C20.
9. On the Home tab in the Number group, click .
10. Click cells B11 to C11, press CTRL, then click B16 to C16, B21 to C21, and B23 to C23.
11. On the Home tab, in the Number group, click

You have successfully applied two different number styles to the report to reflect the different types of data,
such as list items versus total values.

12. SelectcellsB11toC11andthenB23toC23.OntheHometabintheNumbergroup,clicktheNumber dialog box launcher.

13. Click the Font tab. Click the arrow for the Underline option and click Double. In the field to the right, change
the color to a dark red. Click OK.

14. SelectcellsB5toB23.ThenontheHometab,in theFontgroup,clickthearrowfortheFillColorbutton and then click

White, Background 1, Darker 5%.
15. Click anywhere away from the selected cell range to view the fill.
 When choosing a background color, try to choose one that does not make the values difficult to read or that
emphasizes the wrong items or areas of the worksheet. On occasion you may find you need to adjust the colors
accordingly.

Save and close the workbook.

Exercise 10-5: Eco Cruises

In this exercise, you will create a simple chart and add elements to the chart to make it more effective in determining if
there is a pattern for cruise ship preferences.

1. Open the Eco Cruises file, click Enable Editing, save it as Eco Cruises – Student and then click the Enable
Content button.
2. Select cells A1 to G7. Click the Insert tab, in the Charts group, click Insert Column or Bar Chart and then
Clustered Column in the 2-D Column area.

Similar to working with pictures, there are handles that you can use to size the chart object; these are
represented by small squares instead of circles. To move the chart object, position the cursor anywhere on a
blank area of the border around the chart and when you see , you can then drag the chart to a different
location on the worksheet.

3. Position the mouse cursor on a blank area of the top border of the chart object and drag it to below the data
table.
4. Click the bottom right handle of the chart object and drag to resize it so it fits within the range A9:J27.
Notice how as you resize the chart, more text appeared across the bottom of the chart, or the horizontal axis. As such, the
bars are now too thin to view; you may also want to switch the data so the cruise ships appear across the horizontal axis
instead.

5. Under Chart Tools, on the Design tab, in the Data group, click Switch Row/Column.

The way you display the chart data will depend on what your focus is; in this case, the current layout represents
the data in a more effective manner as we can quickly see which cruise liners seem to be doing the most
business, as well as during which time frame. You can also modify the scale for the horizontal axis if you prefer
the previous display. For this exercise, we will leave it with the cruise ships listed in the horizontal axis.

6. At the top of the chart, click to select the Chart Title element and then drag to select the text. Type: June
Bookings and then click anywhere else on the chart.

Let’s change the chart type to give the chart more impact.

7. Under Chart Tools, on the Design tab, and in the Type group, click Change Chart Type.
8. Click the Line chart type. Click OK.
 The data is still in a chart format but now may not be as easy to interpret any trends or view comparisons as
with the other chart type. This is an example of how you choose a chart type that best represents the data or trend you
want others to see in the report.

9. Repeats step 7 and 8 to try different chart types and decide which chart type best shows the data in this file.

10. Save and close the workbook.

Exercise 10-6: Inventory Sort

In this exercise, you will sort the inventory list by different criteria.

1. Open the Inventory file and save as Inventory to Sort - Student.

2. Click in cell A2. Then on the Home tab, in the Editing group, click Sort & Filter.
3. Click Sort A to Z.

Now let’s set up two different sort criteria.

4. Click in cell B2.

5. On the Home tab, in the Editing group, click Soft & Filter and then click Sort Z to A. The inventory list is now
sorted by genre.
 6. Save the workbook.
Now use the Filter feature to show only data you are interested in viewing.
7. On the Home tab, in the Editing group, click Sort & Filter and then click Filter.

Arrows should appear at the bottom right of each column heading in the worksheet.

8. Click the AutoFilter button for Genre.

Notice that Excel gives you the option to sort the data, as needed, in addition to setting conditions to find a
specific piece of data using the Text Filters.

9. Click Select All to turn off this option and then click Animation. Then click OK.

You should now be able to see only the titles that are listed as Animation. Notice that the filter button changes to appear
as from . This is a visual indicator that a filter has been applied in the worksheet. Another indicator is the non-
sequential row numbers which display in blue, and the 8 of 40 records found notification that displays in the status bar.

10. On the Home tab, in the Editing group, click Sort & Filter and then click Clear. You should now see the entire
inventory list again.
11. Click the AutoFilter arrow for Medi a Type. Deselect Select All, click Blu-ray and click OK.
12. Click the AutoFilter arrow for Genre and deselect Select All. Click Action and Drama. Click OK.
13. Click the filter button for Media Type and click Clear Filter from Media Type (DVD/Blu-ray). Notice how the
list now contains more information that matches the filter for Genre.

14. Save and close the worksheet.

Exercise 10-7: Monthly Call

This exercise demonstrates how to create a table, assign a name of your choice to the table, and add a total row
at the bottom.

1. Open the Monthly Call Volume workbook and save as Monthly Call Volume – Student. Now
convert the data to a table.
2. Click any cell in the range A4:E15. On the Insert tab, in the Tables group, click Table.

3. Confirm that My table has headers is turned on and then click OK.

The data is now converted into a table. Change the table name to something that is more meaningful to you.

4. Under Table Tools, on the Design tab, in the Properties group, click in the Table Name field and replace

the default name with: CallVolume (with no spaces between the words).

5. Under Table Tools, on the Design tab, in the Table Style Options group, click Total Row to turn it on.
 6. Select cell B16, click the drop-down arrow that appears next to it, and click Average.
7. Repeat step 7 for the Count, Max, and Min options for cell B16.
8. Repeat step 7 for the Sum option for cell B16.
9. Select each of the cells C16:D16 and select the Sum function.

Note: You cannot copy the contents of a column total to other cells in a table.

If you also want to display row totals (in a new column to the right of the table), you will have to insert them manually.
Tables do not have the ability to create row totals automatically. Row totals show the sum total for each row of data.

10. ClickcellF4andenter:Total.
11. With cell F5 as the active cell, on the Home tab, in the Editing group, click AutoSum and press ENTER.

Even though you only entered the row total for the first row, Excel has automatically inserted them for the rest of the
rows, except the Total row. This demonstrates one of the advantages of identifying this range of cells as a table.

12. Click cell F5.

You can see that the formula used for this sum total is specifically used for tables.

Now insert the Total Row calculation for this new column.

13. Select cell F16, click its drop-down arrow, and select Sum.
14. Save the workbook.
Now add a new row at the bottom of the table.

15. Select cell F15 and press TAB.

Notice that Excel automatically shifts the Total row down by one row and that the formula in cell F15 is copied
down to this new row.

16. In cell A16, type: December 2016 as the new value and press TAB. Then enter the following values into the
remaining cells of the row:
 B16 8969

C16 7375

D16 7

E16 1

Notice also that the statistical formulas in row 17 (these were all Sum but you may have selected Average or other
formulas instead) automatically updated even though the new data were added at the bottom of the list.

Now add a new column between the Complaints and Total columns.

17. Select cell F8, then on the Home tab, in the Cells group, click the arrow for Insert ,and click Insert Table
Columns to the Left.
18. Click cell F4 and type: Other. Then enter the following values into the remaining cells of the columns.

19. Select cell F17, click the drop-down arrow and click Sum.

By adding a column to the table, you must ensure that the Total column at the far right includes this new column.

20. Click cell G6, and note the formula in the Formula bar. Press F2, delete the table cell reference

[Complaints], and replace it with: [Other]. Then press ENTER.

Notice how Excel automatically updates the total in G17 once you change the field headings that are included in the table.

If no longer needed, a column (or row) can be easily removed from a table.

21. ClickanycellintherangeD4toD17, then on the Home tab, in the Cells group, click the arrow for Delete, and click Del ete
Table Columns.

Now try adding another row of data to the table using a different method.

22. Enter the following values:

A18 January 2017

B18 7000
C18 4000
D18 20
E18 200

23. Ensure that cell F17 is not the active cell, then position the cursor at the bottom right corner of cell F17 so that
the cursor changes to a .
24. Click and drag the resize handle down to row 18.

Hint: If the Total row is not activated for this table, the new row would have been automatically added to the table.
Because you had added the new data below the Total Row, Excel did not know if you intended to keep that data separate
from the table. Therefore, you had to manually expand the table to include the January row.

Convert the table back to a regular range of cells.

25. Ensure that the active cell is anywhere within the table, then under Table Tools, on the Design tab, in the

Tools group, click Convert to Range.

26. Click Yes.

The worksheet does not appear any different, except that the Table Tools Design tab no longer appears and the
column titles no longer display the filter buttons.

27. Click the drop-down button on the right side of the Name Box to display the list of any range names in the
worksheet.

This indicates that the Convert to Range tool simply converts the data to a set of rows and columns with data. If
you want to create range names, you must add them manually.

28. Click on any cell in the worksheet to close the Name Box list.

29. Save and close the workbook.

Exercise 10-8: Stock Prices

In this exercise you will preview a worksheet and take appropriate action to produce the best result when printing.

1. Open the Stock Prices file.

The file has the data in the first two columns but the rest of the file is a chart.

2. To determine how the worksheet would print, click File and then click Print.

Because the chart is cut off at the right side, you need to change the layout of the report.

3. Click the Normal Margins option and change this to Narrow Margins.
4. Click the Portrait Orientation option and click Landscape Orientation.
5. Click No Scaling and then click Fit Sheet on One Page.
6. If you are connected to a printer, print the report. Otherwise, click the Back button to return to the worksheet.

7. Save, then close the workbook.