Microsoft Excel For Beginners
Microsoft Excel For Beginners
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Microsoft Excel for Beginners
2.0 hours
UFRORioA.
Pandora Rose Cowart
Education/Train ing Specialist
UF Health IT Training
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Vocabulary
M icrosoft Excel is a spreadsheet program. We use it to create reports that need calculations and charts.
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Excel behaves differently depending on the current "mode"
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- Enter mode. This mode is when you are doing data entry, just typing in the contents.
- Edit mode. Edit the contents of the current cell. Double-click on a cell with data in it , or click inside
the formula bar for this mode.
- Point mode. Used when linking to cell addresses wit h in a formula or from an Excel dialog w indow.
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Keyboard Navigation
Key Ready 1 Enter Edit Point
Enter Move Down Accept changes and move down
Shift-Enter Move Up Accept changes and move up
Tab Move Right Accept changes and move right
Shift-Tab Move Left Accept changes and move Left
Ribbon
The images of Excel in t his packet w ere copied from a w ide screen monitor. W ith the w ide screen the
ribbon is stretched across the w indow and 1 can see a Ilthe buttons. If you are working on a narrower
window, Excel will try to clump the groups together and the layout may look a lit t le different than the
ones shown here, but all the buttons will be there.
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Here we can see how the font group is now three buttons high, and how some of the buttons like Cut
and Copy have lost their text labels.
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Clipboard
Cut, Copy and Paste are clipboard features built into W indows. The clipboard is a temporary storage
place for pictures and data. The W indows clipboard can only store one item at a t ime. Microsoft Office
has a Mu lt i-Clipboard that can store 24 items, but the Paste button and the shortcuts for the Paste
option only correspond to the most recently copied item. The clipboard pane must be displayed to be
able to use t h is feature.
Cut - Copies selection to the clipboard. If the selection is text or an image, it will
disappear. If it's a cell, Excel waits until you paste it to delete the original cell.
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Copy - Copies selection to the clipboard.
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Paste
Paste - Retrieves most recent text/object on the clipboard. <il Format Painter
Cl p board r.
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Formatting Ce/ls
The most formatt i ng options are found on the Home Tab. Ali the options can be found i n the Format
Celis w indow. This contains several tabs t o help us format the contents of our spreadsheet. This w indow
can be opened by using the Mo r e O pt i ons button at the end of the Format, Alignm en t and Number
groups. You can also use the Keyboard Shortcut - Ctrl- 1 or choose Format Cel ls.. from the r ight-click
shortcut menu.
Font 1 2 3 4
1. Font - Sets the font of the selected cell(s). Fonts are
d ifferent ways to show t h e same letters.
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2. Font Siz e - Sets the size of the letters (the font ). Larger B I y . --t··:
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numbers give larger fonts.
7. Underline - Makes the selected cell(s) Underlined. The drop down has a double underline.
8. Borders - Adds and removes borders for t he selected cell(s). The drop down has Mo r e Borders..
10. Font Color - Changes the color of the font of the selected cell(s).
Alignment 1 2 3 4 5
1. Top Align - Vertically aligns to the top of the cell.
2. Mid dle Align - V e r t ically aligns to m iddle of t he cell. · & ' w r a p Text
S. Wrap Text - Displays contents o n m ult i ple lines w it h in the cell's column width.
6.Align Text Left - Horizontally aligns the contents t o the left side of the column.
8. Al ign Text Rig ht - Horizontally aligns the contents t o the right side of the cell.
9.Decrease lndent - Decreases the space between the text and the cell border 10.
lncrease lndent - lncreases the space between the text and the cell border
11. Merge and Cen t er - Joins selected (adjacent) celis into one cell and centers the result. If there is
data in more than one cell, Excel w ill only keep the i nformation f r o m the upper left cell.
1 2 . M o r e Opt ions - Th is button w il l open the Format Celis dia log window t o the Alignment Tab.
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Number 1
1. Number Format - Allows you to change the way numeric values are General
displayed on the spreadsheet. The drop down arrow gives you a list of
the most common formats, including a More Number Formats option.
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3. Percent Style - Sets the selected cell(s) to the Percent Style, t h is style has zero decima l places.
Keyboard shortcut - Ctrl-Shift-%. This button can be reset through Cell Styles on the Home Tab.
4. Comma Style - Sets the selected cell(s) to the Comma Style, t h is style has a comma for every
thousand and two decimal p laces. This button can be reset through
S. lncrease Decimal - lncreases the number of decimal places showing to the right of the decimal.
6. Decrease Decimal - Decreases the number of decimal places showing to the right of the decimal.
7. More Options - This button will open the Format Celis dialog window to the Number Tab.
Cells Structures
There are a set number of cells within a M icrosoft Excel worksheet. ln the Ribbon versions (2007 and
later) there are 16,384 columns and 1,048,576 rows. As you insert and delete structures, you are not
reducing the number of cells, merely shif ting where your data lies on the defined worksheet. Think
about moving a painting around on a wall. You're not changing the wall, just the position of the painting.
lnserting
We use l nsert to make new cells, columns, and rows.
Excel determines what you are trying to insert based on your selection. If a full column is selected, Excel
will assume you mean a full column and it w ill skip the lnsert window.
You can insert a cell, row, or column by doing one of the lnsert
following:
Insert
Q Press Shif t - Ctrl - = on the keyboard (ctrl
plus) ( :J Shift cells rjght
or from the Home tab, in the Cells group, choose
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insert. i::.1Entire _ç_olumn
- To insert mult iple at once, select the number of
cells/rows/columns you would like to insert and follow the
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steps above.
- The size and format of the new space is determined by the previous row or column.
- This will push the existing cells, columns, or rows to the right or down to make room for the new cells.
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Deleting Delete
We use Delete to remove cells, columns, and rows. Excel
determines what you are trying to delete based on your Delete
selection. Vou can delete a cell, row, or column by doing one of 1,rsïift· i.ù l
the following: 1_ 1 Shîft cells yp
- This will completely remove the structure, formatting and all, and the rows/columns/cells w ill shif t
into t h is place. If you only intended to delete the contents not the cells, undo and use the Clear
Contents option instead.
heading box until you see the resizing arrow pointing in two directions. M ove or Copy Sheet...
Click and drag away from the row number. When you let go of the Ia b Color
mouse, the row will resize.
Protection
Auto-fitting rotect Sheet...
Vou can use the option found on the Format menu, or place your mouse .Lock Cell
cursor between the headings, with the two-way arrow to help resize, and
double-click. The row or column should AutoFit to the largest data length Format C_glls...
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Fill Handle
The Fill Handle is in the bottom right corner of the selected cell. When
you place your mouse over this handle, it changes from a t h ick white
cross, to a thin black cross. Once you see the t h in cross (no arrows) you
can click and drag the cell to fill its contents in a single direction (up,
down, left or right). If you want to go in two d irections, you must first
complete one way, let go of the mouse and then drag the handle in the
second direction.
When you use the Fill Handle to pull down a single number or plain text, it will copy the data. When you
use the Fill Han d le to pull down a text wit h numbers, a date, a month or a weekday it will f ill in a series.
Text
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Exam 1
Exam 2
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Friday
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Text 123 Exam 3 2/3/0 2 April Sunday
When you select two or more numbers (including dates) and then use the Fill Handle, Excel will fill in the
series, following the original pattern of the selected celis. lt can only follow simple addit ion and
subtraction patterns.
Bui d
l ing an Eguat ion
Vou can directly type in values, but that data stays constant. If you want to have the answers to your
equations update as you change your data, you should use the cell addresses. Vou w ill see the cell
addresses change colors so you can tell which ones are used in your equation.
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Use the mouse to point to the ce// address
The mouse and arrow keys are both "pointers". If you press the equal sign and then use the mouse to
click on another cell, Excel w ill put you into a "POINT" mode, and place the address of the cell you
clicked on in your equation.
Click in the cell where the answer will appear
Press the Equal sign (=)
Use the mouse to click on the cell you want to use in your equation
Accept the answer or press the next math operator (+, -, *, /, J\)
Mathematical Operations
To let Excel know you expect it to "do math" you need start your cell with an equal sign (=).
Addition,plus sign (+) = 5+2 result 7
Subtraction,hyphen (-) = 5-2 result 3
(also used for negative) = -5 result -5
Multiplication,asterisk (*) = 5*2 result 10
Div ision,slash (/) = 5/2 result 2.5
Exponent/Power, caret (A) = 51\2 result 25
AutoSum
We can build equations to do math on a large number of cells, but there are functions built into Excel
that can help us automate the most common ones: Sum, Average, Count, Maximum, M inimum. On the
far right of the Home tab you'll find the sigma ( ).
When you click on the word AutoSum, you'll get a sum SUM X ../ fx =SUM(Al :A3)
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Exercise 1: Cust om er s
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