Spreadsheet Notes
Spreadsheet Notes
A spreadsheet is a table used to store various types of data. The data is arranged in rows and columns to make it easier
to store, organize, and analyze the information.
There are two types of spreadsheet.
1. Manual spreadsheet
2. Electronic spreadsheet.
A manual spreadsheet is the most commonly used type by book keepers as a ledger book with many sheets divided
into rows and columns on which various amounts of money are entered manually using a pen or pencil.
An electronic spreadsheet on the other hand is prepared using a computer program that enables the user to enter
values in rows and columns similar to the ones of the manual spreadsheet and to manipulate them mathematically
using formulae.
Advantages of using electronic spreadsheets over manual spreadsheet.
1. The electronic spreadsheet utilities the powerful aspects of the computer like speed, accuracy and efficiency
to enable the user quickly accomplish tasks.
2. The electronic spreadsheet offers a larger virtual sheet for data entry and manipulation. For example the
largest paper ledger you can get is one that does not exceed 30 columns and 51 rows while with an electronic
spreadsheet, the least ledger has at least 255 columns and 255 rows.
3. The electronic spreadsheet utilizes the large storage space on computer storage devices to save and retrieve
documents.
4. The electronic spreadsheet enables the user to produce neat work because the traditional paper, pencil,
rubber and calculator are put aside. All the work is edited on the screen and a final clean copy is printed. With
a handwritten spreadsheet, neatness and legibility depends on the writing skills.
5. Electronic spreadsheets have better document formatting capabilities.
6. Electronic spreadsheets have inbuilt formulae called functions that enable the user to quickly manipulate
mathematical data.
7. It has a number of built in features and tools, such as functions, charts, and data analysis tools that make it
easier to work with large amounts of data.
8. An electronic spreadsheet automatically adjusts the results of a formula if the values in worksheet are
changed. This is called the automatic recalculation feature. For a manual sheet, changing one value means
rubbing the result and writing the correct one again.
Examples of spreadsheets
1. VisiCalc:
This was the first type of spreadsheet to be developed for personal computers.
2. Lotus 1-2-3:
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This is an integrated software with spreadsheet module.
3. Microsoft Excel
4. VP- Planner
5. OpenOffice Calc, or Google Spreadsheets
Components of spreadsheets
1. Worksheet
This is the component in which data values are entered. It is made up of rows and columns . Intersection of a row and
a column is called a cell. A row is a horizontal arrangement of cells while a column is a vertical arrangement of cells.
Each row is labeled with a number while each column is labeled with a letter. Each cell is referenced using the column
label followed by the row label. E.g. cell B3 . A group of many worksheets make up a workbook.
A workbook is the MS Excel file in which you enter and store related data.
A worksheet (also known as a spreadsheet) is a collection of cells on a single “sheet” where you actually keep and
manipulate the data.
Excel Columns
Each vertical segment of the spreadsheet is referred to as a column. Here is the "A" column.
Excel Rows
The horizontal segments, those that run left-to-right, are referred to as rows. Here is row "1".
Excel Cells
Now that you understand columns and rows you can grasp the labeling system for cells. When a column and a row
intersect they form a cell. The very first cell, where column A and row 1 intersect is referred to as A1. It seems that the
column label always comes first and the row second. Try to remember that!
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Here's a picture of Cell A1:
2. Database
A database is a collection of data that is organized so that its contents can easily be accessed, managed, and updated.
In Excel data values can be entered in the cells of the spreadsheet and managed by special Excel features found on the
data menu. Examples of such features include filtering records, using forms, calculating subtotals, data validation pivot
tables and pivot chart reports.
If the data values for the same entity (related values) are entered on the same row, they form a record.
A simple Table
3. Graphs
A graph is a pictorial representation of the data on a worksheet. Most spreadsheets refer to graphs as charts. A chart
enables the user to present complex data elements from a worksheet in a simple easy to understand format. Examples
of chart are pie charts, line charts and bar charts.
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1. Statistical analysis
Spreadsheets provide a set of data analysis tools that can be used to save steps when developing complex
statistical or engineering analyses. Examples of some statistical functions include the following
i. Average: This is used to calculate mean of a set of values.
ii. Median: This is used to return the value in the middle of a set of values.
2. Accounting
Used by accountants for recording daily transactions and keeping of financial records .
Can be used to calculate profits , prepare budgets etc.
Other functions like sum, average , product etc enable the accountant to carry out his daily work without any
problem.
3. Data management
A spreadsheet enables neat arrangement of data into tabular structure . Related data can be typed on the same
worksheet. However, when data is on different worksheets, the worksheet can be linked to enable accessibility.
Data management functions include sorting, filtering (displaying only the required items) and using forms to enter
and view records.
Spreadsheet enable the user to create, edit, save, and print worksheet data and records.
4. forecasting (“what if” analysis)
The automatic recalculation feature enables the use of “What if ”analysis technique. This involves changing the
value of the arguments in a formula to see the difference the change make on the result of the calculation. E.g. A
formula to calculate a company’s profit margin may be as follows:
Profit = (total units sold x (sale price)- (total units bought x cost price) – operating expenses.
A sales manager in the company can ask the following question: What if sales increases by 20%, how much profit
will the company make? The manager will substitute the total units sold value with one that is 20% higher and the
spreadsheet automatically displays the new profit.
Introduction
Microsoft Excel 2003 is a spreadsheet application in the Microsoft Office Suite. A spreadsheet is an accounting program
for the computer. Spreadsheets are primarily used to work with numbers and text. Spreadsheets can help organize
information, like alphabetizing a list of names or ordering records, or calculate and analyze information using
mathematical formulas.
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The Excel Window
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The Excel Formula Bar
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The formula bar displays the contents of the active cell as it is, or was entered. The formula bar can be used to edit a
cells content easily.
When entering data into a cell in Excel your entry can be confirmed using either the Enter key or the green tick on the
A Workbook automatically shows in the workspace when you open Microsoft Excel 2003. Each workbook contains
three worksheets. A worksheet is a grid of cells, consisting of 65,536 rows by 256 columns. Spreadsheet information--
text, numbers or mathematical formulas--is entered in the different cells.
Column headings are referenced by alphabetic characters in the gray boxes that run across the Excel screen, beginning
with the Column A and ending with Column IV.
Rows are referenced by numbers that appear on the left and then run down the Excel screen. The first row is named
Row 1 and the last row is named 65536.
To activate any cell, point to a cell with the mouse and click.
To move the pointer one cell to the left, right, up, or down, use the keyboard arrow keys.
The spreadsheet is divided into alphabetical columns and numbered rows. The intersection of a column and a row is a
cell. A cell can be identified by its cell reference composed of the column letter followed by the row number e.g. C2.
The active cell is the location of the spreadsheet current selected. It can be identified by the black border around it, or
by its cell reference in the Name Box. The column and row headers appear highlighted when a cell or range is selected
to help the user identify the selected area.
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When selecting more than one cell, this is known as a cell range. If you selected cell B2 to cell D7 it can be identified by
its lilac colour and would be written B2:D7. The active cell remains white.
There are 256 columns in a spreadsheet ranging from A to Z and then AA to AZ, BA to BZ and so on. There are 65,536
rows in a spreadsheet( Excel 2003)
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Arrow Pointer Used to move cell contents
Worksheet layout
The worksheet has the following components.
Cell
An intersection between arrow and a column.
Rows
Horizontal arrangement of cells
Columns
vertical arrangement of cells
Range
Is a group of rectangular cells that can be selected and manipulated as a block.
CREATING A WORKSHEET
Two ways
a. Starting the spreadsheet program and entering data in the cells of the current worksheet.
b. Creating a worksheet either using a general format or from a specially preformatted spreadsheet
document a called a template.
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Class work
Labels
Any text or alphanumeric characters entered in a cell are viewed as labels by the spreadsheet program. Labels are used
as row or column headings usually to describe the contents of the row or column. E.g. if a column will have a name of
people, the column header can be NAMES.
Labels are aligned to the left of the cell and cannot be manipulated mathematically.
Values
These are numbers that can be manipulated mathematically. They may include currency, date, numbers (0-9), special
symbols or text that can be manipulated mathematically by the spreadsheet.
Formulae
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These are user defined mathematical expressions that create a relationship between cells and return a value in a
chosen cell. In MS Excel, formulae must start with an equal sign. For example, the formulae = B3+D4 adds the contents
of B3 and D4 and returns the sum value in the current cell.
Excel formulae use cell addresses and the arithmetical operations like
(+) plus for addition
(-) minus for subtraction
(*) asterisk for multiplication
(/) forward slash for division
Using cell addresses, also called referencing, enables Microsoft Excel to keep calculations accurate and automatically
recalculates results of the formula in case the value in the referenced cell is changed. This is called automatic
recalculation.
Functions
These are inbuilt predefined formula that the user can quickly use instead of having to create a new one each time
calculation has to be carried out. Microsoft Excel has many of these formulae that cover the most common types of
calculations performed by spreadsheets.
e.g. sum(B3,c6,h6,k2:k10)
Auto fill
Auto fill is the ability of Excel to identify and fill a series of text or numbers, automatically, in a given range. For
example, you want to fill down a row, a series of numbers from 1 to 10. There are 2 ways to do it:
One is that you type these numbers manually yourself. This method is fine, if in this case, as there are only 10 numbers
to be manually-punched. But what if the series to be filled was 1 to 1,000? …or 10,000?
The second method to fill the series is making use of Auto Fill. In Auto Fill, you need to fill only starting 2-3 numbers (or
text for that matter) and then drag the range down using fill handle. MS Excel will identify the series by itself and will
fill the range till where you drag down the range. The below image shows the ‘Fill
One use for the fill handle is to copy data and formulas to adjacent cells in a worksheet.
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The instructions below show you how to use the fill handle to copy data and formulas to other cells in an Excel 2007
worksheet.
AutoFill Formulas
Formulas use numbers from other cells on the sheet, or even from other sheets or other workbooks to do calculations.
You can use AutoFill when you have to create a set of similar formulas. What a time saver!
Excel is really, really smart when it comes to formulas. But don't let Excel out-smart you! When you copy a formula
into another cell, Excel will modify the formula. If you copied into the next cell down the column, for example, all the
cell references in the formula are changed down one cell.
What does this look like? Suppose you have in cell G3 the formula = A3*B3/D4. If you copy the formula down one cell
into G4, Excel changes the formula to =A4*B4/D5. All the cell references are changed down one, so that they are in the
same relative location, compared to the cell with the formula.
Cell referencing
A cell reference identifies a cell or a range of cells on the worksheet an shows Ms Excel where to look for the values or
data needed to use in a formula. With references, you can use data contained in different cells of a worksheet in one
formula or use the value from one cell in several different formulae.
By default, MS Excel uses the A1 cell referencing style. This means that a cell is identified by its column label followed
by its row number. However the R1C1 referencing style can be used. In this case, the cell is referenced, by its row
number followed by its column number. The table below gives a few examples of equivalent referencing using both
styles.
The R1C1 style is useful when automating commonly repeated tasks using special recording programs called Macros.
Basic Functions and formulae
Formulae perform mathematical operatons rangin from very simple arithmetic to complex scientific , financial and
mathematical analysis.
1. Statistical functions
1. Average
Returns the average (mean) of a set of values which can be numbers , arrays or references that contain numbers.
2. Count
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Counts the numbers of cells that contains values within a range e.g. = count (A10:E10) may return a value 5 if all
the cells have values.
3. Max
It returns the largest value in a set of values. It ignores text and logic values e..g. =max (A10:E10) will return the
maximum value in the range.
4. Min
It return the smallest value in a set of values. It ingnore text and logic values e.g. =min (A10:E10) will return the
minimum value in the range.
5. Mode
It returns the most frequently occurring value in a set of values. E.g.
= Mode (A10:E10)
Value_if_true is the value that is returned if logical_test is TRUE. For example, if this argument is the text
string "Within budget" and the logical_test argument evaluates to TRUE, then the IF function displays the text
"Within budget". If logical_test is TRUE and value_if_true is blank, this argument returns 0 (zero). To display
the word TRUE, use the logical value TRUE for this argument. Value_if_true can be another formula.
Value_if_false is the value that is returned if logical_test is FALSE. For example, if this argument is the text
string "Over budget" and the logical_test argument evaluates to FALSE, then the IF function displays the text
"Over budget". If logical_test is FALSE and value_if_false is omitted, (that is, after value_if_true, there is no
comma), then the logical value FALSE is returned. If logical_test is FALSE and value_if_false is blank (that is,
after value_if_true, there is a comma followed by the closing parenthesis), then the value 0 (zero) is returned.
Value_if_false can be another formula
1. If
It returns a specified value if a condition is evaluated and found to be true and another value if it is found to
be false. E.g. =if(marks>50, “Pass”, “Fail”) will display a pass of valus are more that 50 else it will display fail.
2. Countif
Counts the number of cells within a specified range that meet the given condition or criteria
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Syntax
COUNTIF(range,criteria)
Range is one or more cells to count, including numbers or names, arrays, or references that contain numbers.
Blank and text values are ignored.
Criteria is the criteria in the form of a number, expression, cell reference, or text that defines which cells will
be counted. For example, criteria can be expressed as 32, "32", ">32", "apples", or B4.
Example 1:
suppose A10”E10 contains eggs, beans, beans, eggs, eggs, the formulae = countif (A10:E10, “Eggs”) will return
3.
Example 2
A B
Data Data
apples 32
oranges 54
peaches 75
apples 86
Formula Description (result)
=COUNTIF(A2:A5,"apples") Number of cells with apples in the first column above (2)
=COUNTIF(A2:A5,A4) Number of cells with peaches in the first column above (1)
=COUNTIF(A2:A5,A3)+COUNTIF(A2:A5,A2) Number of cells with oranges and apples in the first column
above (3)
=COUNTIF(B2:B5,">55") Number of cells with a value greater than 55 in the second
column above (2)
=COUNTIF(B2:B5,"<>"&B4) Number of cells with a value not equal to 75 in the second
column above (3)
=COUNTIF(B2:B5,">=32")- Number of cells with a value greater than or equal to 32 and
COUNTIF(B2:B5,">85") less than or equal to 85 in the second column above (3)
3. Sumif
Syntax
SUMIF(range,criteria,sum_range)
Range is the range of cells that you want evaluated by criteria. Cells in each range must be numbers or names,
arrays, or references that contain numbers. Blank and text values are ignored.
Sum_range are the actual cells to add if their corresponding cells in range match criteria. If sum_range is omitted,
the cells in range are both evaluated by criteria and added if they match criteria.
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Example 3
It adds values in the cells specified by a given condition or criteria. E.g. if A10 to E10 contains values 10, 50, 60, 30,
70, to sum all values greater than 50 the formulae will be = Sumif(A10:E10, “>50”). This return 130.
Example 4
A B
Property Value Commission
100,000 7,000
200,000 14,000
300,000 21,000
400,000 28,000
Formula Description (Result)
=SUMIF(A2:A5,">160000",B2:B5) Sum of the commissions for property values over 160,000 (63,000)
=SUMIF(A2:A5,">160000") Sum of the property values over 160,000 (900,000)
=SUMIF(A2:A5,"=300000",B2:B3) Sum of the commissions for property values equal to 300,000 (21,000)
Nested if
Use multiple conditions (true /False ) and increases the flexibility of the function by increasing the number of possible
outcomes.
The letter grades are assigned to numbers using the following key.
Example 5
The formulae should e typed in cells B2 then auto fill to B9
A B C
1 Marks Grade
2 90 A =IF(A2>89,"A",IF(A2>=80,"B",IF(A2>=70,"C",IF(A2>=60,"D","F"))))
3 85 B =IF(A3>89,"A",IF(A3>=80,"B",IF(A3>=70,"C",IF(A3>=60,"D","F"))))
4 76 C =IF(A4>89,"A",IF(A4>=80,"B",IF(A4>=70,"C",IF(A4>=60,"D","F"))))
5 67 D
6 57 F
7 30 F
8 94 A
9 60 D
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3. Mathematical functions
1. Sum
Adds values in a range of cells as specified and returns the result in the specified cell. E.g. = Sum (A10:E10) adds values
in the range.
2. Product
Multiplies values in a range of cells and returns the result n the specified cell. For example if A10 has 30 and B10 has 3.
= product(A10:B10) will return 90.
Errors in MS Excel
Common sources of errors are parentheses that don't match or missing arguments for functions. If your formula is free
from those errors, here are some error values you might get:
There is nothing wrong with your formula; the cell simply isn't big enough to display the result. Widen the
######
column.
You are trying to divide by zero
#DIV/0 Correct the divisor
If the divisor is a cell reference, check to make sure the cell isn't empty
There is a name in the formula that Excel doesn't recognize.
If you used a natural language name, check the spelling
#NAME?
If you typed in a function, check the spelling or verify that the function exists.
If you are performing operations on text, enclose the text in double quotation marks
#REF! A cell reference is not valid. Reenter the formula.
The formula uses the wrong type of operand or argument. Check to see that you're not performing math
#VALUE! operations on labels or that arguments of functions that need to numeric are not referring to cells containing
labels.
Relative referencing
When performing tasks that requires cell referencing , you can use formulae whose cell references keep on changing
automatically depending on their position in the worksheet.
Example
If you type the formulae = A1+B1 in cell C1. If the same formula is copied to cell C2 the formula automatically changes
to = A2+ B2.
Absolute referencing
These are cell referencing that always refer to cells in a specific location of the worksheet even if they are copied from
one cell to another. To make a formula absolute, add a dollar sign before the letter and/ or number, such as $b$10. In
this case both the column and row references are absolute.
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Assignment 1
A B C D E F
1 NAME BASIC PAY HOUSE ALLOWANCE GROSS PAY TAX NET PAY
2 Jane 15000
3 Susan 21,000
4 Paul 42,000
5 Beatrice 16,500
6 Kenneth 7,000
b. Describe the procedure for generating other employee’s house allowance, gross pay, and net pay
based on Jane’s computations. [2 marks]
charts
A graph, or a chart as it is known in Excel, is a visual representation of worksheet data.
A chart is based on a selection or range of related data. A chart often makes it easier to understand
the data in a worksheet because users can easily pick out patterns and trends illustrated in the chart
that are otherwise difficult to see.
The quickest and easiest way to create a chart in Excel is to use the Chart Wizard. The Chart Wizard
is composed of a series of dialog boxes that give you all the available options for creating a chart.
1. Choosing the chart type such as pie chart, bar chart, or line chart.
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2. Selecting or verifying the data that will be used to create the chart.
3. Adding titles to the chart and choosing various chart options such as adding labels and a
legend.
4. Deciding whether to put the chart on the same page as the data or on a separate sheet.
Note: For help with these instructions, see the image example above.
No matter what type of chart or graph you are creating, the first step in creating an Excel chart is
always to enter the data into the worksheet.
When entering the data, it helps to keep a few simple rules in mind:
1. Don't leave blank rows and columns when entering your data.
o If you do leave a blank row, it will make it harder to use the Excel Chart Wizard.
While it is possible to include individual rows or columns, it makes creating the chart
a bit trickier than if the data is all together.
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Selecting the Data
Note: For help with these instructions, see the image example above.
1. Click and hold down the left mouse button over one corner cell of your spreadsheet data.
Note: Be sure to include any column and row titles that you want to include in the
Chart.
1. Highlight the block of cells from A3 to B12, which includes the column titles,
Location and January.
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Starting the Chart Wizard
Note: For help with these instructions, see the image example above.
You have two choices for starting the Excel Chart Wizard.
1. Click on the Chart Wizard icon on the standard toolbar (see image example above)
2. Choose Insert > Chart... from the menu.
Note: For help with these instructions, see the image example above.
Note: If you want to create charts that are a bit more exotic, choose the Custom Types tab at
the top of the Chart Type dialog box.
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For this tutorial
(on the Standard Chart Types tab)
Note: For help with these instructions, see the image example above.
Having selected your data before starting the Excel Chart Wizard, you should see an
example of your chart in the top window of the dialog box.
On your spreadsheet, the data that has been included in the chart is surrounded by the
marching ants -- the animated black border around your data.
Below the preview window is a box containing the cell references of the data range included
in the chart. If your chart doesn't look right, check to make sure you selected the right data
range in the spreadsheet.
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1. Click Next.
Chart Options
Note: For help with these instructions, see the image example above.
Although there are many options under the six tabs for modifying the appearance of your chart in
this step, we will only be adding titles to our chart.
All parts of an Excel chart can be modified after you have completed the Chart Wizard, so it is not
necessary to make all of your formatting options right now.
2. In the Chart title box, type the title Average January Temperature.
3. In the Category (X) axis box, type City Name.
4. In the Category (Y) axis box, type mm for millimeters.
5. When the chart in the preview window looks right, click Next.
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The Excel Chart Wizard Step 4
Chart Location
Note: For help with these instructions, see the image example above.
There are only two choices for where you want to place your chart:
1. As a new sheet (places the chart on a different sheet from your data in the workbook)
2. As an object in sheet 1 (places the chart on the same sheet as your data in the workbook)
2. Click Finish
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How to Move the Chart
Note: For help with these instructions, see the image example above.
Once you have finished with the Excel Chart Wizard, your chart will appear on your worksheet.
Most likely it will appear on top of your data, where you probably don't want it.
2. Hold down the left mouse button and move your mouse.
When you start to move the mouse pointer it will change into a four headed black arrow (indicated
with a red arrow in the image above). Drag and drop your chart anywhere on the Excel worksheet.
Printing
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