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MS Excel in Process Excellence
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FROM BEGINNER TO ADVANCED 4 7 4 q 5 4 q Basic terms Text’s Logie’s Counting Conditional Data Pivot Chart Tips inexcel functions functians. functions. funetions ~—andTime table andgraphs and shortcut LEARN EXCEL IN Al DAYS Fe 4VLOOKUPIAT;A1:82:2:0) LEARN THE SECRETS ABOUT THE MOST FAMOUS FORMULAS! IF SUMIF 1 2 3 /EXCEL 5 INDEX MATCH 6 VLOOKUP » 2022 & MACROS IFERROR 9 THE MOST EXHAUSTIVE AND 10 COMPREHENSIVE GUIDE TO MASTER eon 11 EXCEL IN 7 DAYS! SUM 12 | SUMIF VLOOKUP LENGHT AVERAGE IF coNcATENATE 13 [AVERAGE IF_ MACROS TRIM VLOOKUP = LENGHT 14 | VLOOKUP SUM SUMIF = AVERAGE IF TRIM 15 | IF MACROS SUM COUNT IF VLOOKUP 16 SUMIF INDEX MATCH TRIM IFERROR IF 17 | COUNTIF AVERAGE IF VLOOKUP CONCATENATE MACROS RICHARD REEDExcel 2022 The #1 Guide to Master All the Functions and Formulas to Become a Professional in Just 7 Days — With Practical Examples, Step-by-Step Explanations, and Tips & Tricks Richard ReedTable of Content INTRODUCTION CHAPTER 1: WHAT IS MICROSOFT EXCEL? 1.1 OPENING Microsorr EXCEL 1.2 Go To My CoMPUurTER AND OPEN IT 1.3 OPEN THE MICROSOFT OFFICE FOLDER FROM THE PROGRAM FILES FoupER 1.4 FEATURES oF MS EXCEL L41 Cell 1.4.2 A work or spreadsheet 14.3 Worksheet 4 Workbook 145 Excel's Graphical Design 14.6 Excel’s Database Functionality L4.7 Excel Tools & Functions 8 Home L49 Insert 10 Page Layout L411 Formutas 12 Data L413 Review 14 View L415 Shortcut Menu 1.4.16 Basics in Spreadsheets L417 Formuta Bar 18 Header & Footer L419 “Find & Replace” Function 1.4.20 Password Protection 1.4.21 Data Filtering 22 Sorting Data 1.4.23 Formutas that Are Built-in 1.4.24 Make Various Graphs (Pivot Table) 1.4.25 Instantly Edit the Result 4.26 Auditing FormulasHistory oF THE Microsorr EXCEL Basic EXCEL COMPONENTS 1.6.1 Access Toolbar (quick) Ribbon Tab 1.6.3 Worksheet Column CHAPTER 2: UNDERSTANDING & GETTING STARTED WITH MICROSOFT EXCEL 2.1 Wuar Is THE Best Way To Use Microsorr EXCEL? 2.1.1 Open a New Workbook 2.1.2 Including a Worksheet 2.1.3 Changing the Name of a Worksheet 4 Use the Ribbon in Excel 2.1.5 Ribbon Tabs 6 Ribbon Bar 2.1.7 Using Worksheets to Manage Data 8 Doing Calculations 2.1.9 Carrying Out Measurements 2.2 Customization Microsorr EXCEL ENVIRONMENT 2.3 CUSTOMIZATION OF THE RIBBON 1g¢.the Ribbon’s Tabs 3.2 Choosing a Color Scheme 2.4 PROOFING SETTINGS 1 Save your preferences 2.5 Basics OF THE Microsorr EXCEL 1 Inserting Rows or Columns 5.2 Using Pivot Tables for Data 2.5.4 Filters 5 Sort 2.5.6 Remove Duplicates 2.5.7 Paste Special 2.5.8 Text to ColumnsCHAPTER 3: FORMULAS & FUNCTIONS OF THE MICROSOFT EXCEL 3.1 Uses IN FINANCE AND ACCOUNTING 3.2 Basic TERMS IN EXCEL 1 Formulas 3.2.2 Functions 3.3 HOW TO USE FUNCTIONS & FORMULAS 3.3.1 Make Changes to the Formula 4 Basic EXCEL FORMULAS sUM SUBTRACTION 3.7 DIVISION 8 MULTIPLICATION 3.9 PERCENTAGE 10 RANDOM NUMBERS GENERATOR, 3.11 TIPS FOR USING FUNCTION CORRECTLY 11.1 Insertion of Function 3.11.2 Remove the Formula but Keep the Result 3.11.3 Operator Precedence 3.11.4 Do Not Use Dual Quotes to Enclose Amounts 3.11.5 Copy/Paste the Formuta 3.11.6 In Excel formulas, do not format numbers 3.11.7 Check that Calculation Options is set to Automatic CHAPTER 4: MS EXCEL TEXT’S FUNCTIONS 4.1 CONCATENATE 4.2 LEFT, MID, « RIGHT4.8 LOWER FuncTIOon 9 UPPER FuNcTION CHAPTER 5: MS EXCEL LOGIC’S FUNCTIONS 5.1 AND & OR 5.21F 3 MAX & MIN 5.4 EVEN ¢ ODD IFS FUNCTION 5.5.1 Rating from Highest to Lowest 5.6 NOT Function CHAPTER 6: MS EXCEL COUNTING FUNCTIONS 1 COUNT 6.2 COUNTA 3 COUNTBLANK 6.4 COUNTIF CHAPTER 7: CONDITIONAL FUNCTIONS IN MS EXCEL 7.1 AVERAGE 7.2 COUNTIFS 7.3 SUMIFS Function 7.4 MINIFS Function 7.5 AVERAGEIF 7.6 AVERAGEIFS CHAPTER 8: MS EXCEL FUNCTIONS OF DATE & TIME 8.1 TODAY « NOW 2 END OF MONTH 8.3 DATEDIF 4 WORKDAY FuncrTion 5 NETWORKDAYS DATE Founcri 8.7 EDATE FuNcTION 8 WEEKDAY Function CHAPTER 9: EXCEL PROBLEMS & THEIR SOLUTIONS,9.1 Copy THE FORMULA 2 FILL IN THE CELLS RAPIDLY 9.2.1 Total a Row or a Column Delete Double Rows 9.3 CHOOSE TO REMOVE DUPLICATES KEY 1 Filters 9.3.2 Copy the Values 4 Import A TABLE FROM THE INTERNET Fast AGGREGATION IFERROR 9.7IFNA 8 FORMULAS NOT WORKING 9.9 FoRMULA VIEW 10 HaAsHEs IN THE CELL 9.11 PAGE BREAKS 12 ExceL SECURITY CHAPTER 10: PIVOT TABLE IN MS EXCEL 10.1 Wry ARE Prvor Tastes IMPORTANT? 10.2 CREATING PIvoT TABLES 10.2.1 Drag Fields 10.2.2 Sorting 10.3 PRACTICAL EXAMPLES OF A Prvor TABLE 10.4 SortiNG Data By A SPECIFIC TRAIT 10.5 DRaG & DRop A FIELD IN THE AREA OF "Row LABELS" 10.6 FiNe-TUNE THE CALCULATIONS 10.7 FILTERING 10.8 CHANGE SUMMARY CALCULATION 10.9 Two-DIMENSIONAL PivoT TABLE 10.9.1 New AI Features in Excel 10.10 Macros CHAPTER 11: CHARTS & GRAPHS WITH MICROSOFT EXCEL 11.1 OnE Must Turnx Is Cart AND GRAPH ARE THE SAME THIN 11.2 CHarts IN Excel 11.3 TyPEs OF CHARTS11.3.1 Pie charts ii. Doughnut Chart 11.3.3 Bar Chart ii. Line Chart 11.3.5 Combo Chart ii. Stock Chart 11.3.7 Bubbles Chart ii. Area Chart 11.3.9 Surface Chart 11.3.10 Importance of Charts 11.4 Grapus IN ExCeL 11.5 Types oF GRAPHS IN EXCEL 11.5.1 Line Graphs 11.5.2 Column Graphs 11.5.3 Bar Graphs 11.6 CREATING GRAPHS & CHARTS IN EXCEL Format 11.7 CrEaTING CHARTS wit MS EXCEL Select the Desired Subtype by Clicking on It Change the Chart's Style Row/Column Switching Labels for Data 11.8 CREATING TABLE IN EXCEL CHAPTER 12: BENEFITS & APPLICATIONS OF MICROSOFT EXCEL 12.1 APPLICATIONS OF Microsorr EXCEL 12.1.1 Data Analysis and Storage 12.1.2 Excel’s Applications Help One to Do the Job Faster and More Efficiently 12.1.3 Spreadsheets & Data Recovery, 12.1.4 MS Excel’s Mathematical Catcutations Make the Caiculation Simpler 12.1.5 Security 12.1.6 Get Data Displays More Sophisticated! 12.1.7 Online Access12.1.8 Keeps All of the Data in One Place 12.1.9 Assists Businesspeople in Implementing Long-Term Strategies 12.1.10 Manage Expenses 12.2 Business UsEs For Microsorr EXCEL 12.2.1 MS Excel has the ability to store and interpret vast amounts of data 12.2.2 Business Data Collection & Verification 12.2.3 Administrative & Management Responsibilities 12.2.4 Budgeting & Accounting 12.2.5 Examine the Data 12.2.6 Visualizations and Reporting 12.2.7 Assumption 12.3 BENEFITS OF UsING MS ExceL 12.3.1 Accounting 12.3.2 Graphing 12.3.3 Inventory Management 12. Schedules & Calendars 12.3.5 Seating Tables 12.3.6 Worksheet for Goal Setting 12.3.7 Mock-Ups 12.3.8 Complete Your Tasks 12.3.9 Task List 12.3.10 Item Lists 12.3.11 Schematics for Project Management 12.3.12 Timesheets 12.3.13 Types of Documents 12.3.16 CRM 12.3.17 E-Mail List 12.3.18 It’s All for Entertainment 12.3.19 Logbooks from the Past 12.3.20 Sudoku 12.3.21 Words Clouds 12.3.2 Data Storage12.4 Microsorr ExceL: Pornts TO REMEMBER CHAPTER 13: TIPS, SHORTCUTS & TECHNIQUES FOR MICROSOFT EXCEL 13.1 Way usE EXCEL SHORTCUTS? 13.1.1 Excel Basics? Shortcuts 13.2 SHORTCUTS FOR THE MICROSOFT EXCEL 13.3 KEYBOARD SHORTCUTS 13.4 Tips & TECHNIQUES 13.4.1 Matching Indexes 13.4.2 Increase the Number of Leading Zeros 13.4.3 Repeat Header for Printing 13.4.4 Name the Ranges 13.4.5 Finding a Linked Value Numbers to Ranges 13.4.7 Text to Column 13.4.8 Excel should be taught not to jump to outcomes. 13.4.9 Format just a portion of the cell 1 0 In Excel, insert cree ard numbers CONCLUSIONIntroduction Microsoft Excel is a spreadsheet program that was created and released by the company Microsoft. It was included in the Microsoft Office productivity suite. Excel assembles data in rows and columns but unlike Microsoft Word. The intersection of row & column is called a cell. A single piece of data, like text, an expected value, or a formula, may be entered into every cell. During creation, Excel was given the alias Odyssey. On September 30 in 1985, it was first published. Spreadsheets (Worksheets) are created in MS Excel to store and arrange data in a tabular form. MS Excel is among the most widely distributed software program worldwide. Excel has effective functions and tools, and it is used in a broad range of applications by multinational Information Technology companies. Data entry, reading, and simulation are all easy. Excel organizes the data into effective forms; working on it is easier. Spreadsheets are created in MS Excel to any arranged data. Excel is commonly used for data organization and financial reporting. It is seen in both corporate functions and for businesses of all sizes. MS Excel is compatible with nearly any other element of Office software. Excel worksheets can be quickly applied to Word files or PowerPoint presentations to make them more visually complex. Excel's most popular applications are as follows: * Data entry + Charting & graphing * Data management + Financial analysis + Time management © Programming + Financial modeling * Accounting + Task management + Customer relationship administration+ Anything that has to be organized In reality, many businesses depend solely on Excel worksheets for their financial planning, planning, and accounting needs. Although Excel is an “information” processing method, the most popular data that is handled is financial data. Although several bits of financial software are designed to execute complex functions, Excel’s resiliency and accessibility are its best features. Excel templates should be as efficient as the analyst wants.Chapter 1: What Is Microsoft Excel? Microsoft has produced various products over the years, ranging from the ‘Windows operating system and workplace management software and Xbox game consoles and much more. However, one product sticks out as the most adopted market program and has since become a standard in several businesses. MS Excel is database software that was first launched in 1985 to assist businesses in their financial management. In 2019, it evolved into a worldwide norm for everything, including the management of company records. As per Microsoft CEO, Excel is one of the finest consumer products the company has ever created and reflects the company’s values. MS Excel includes various resources for performing tasks such as estimates, pivot tables, graphing tools, macro programming, and more. It works for various operating systems, including Windows, Mac, iOS, macOS & Android. A table is created by a series of columns & rows in an Excel work or spreadsheet. Columns usually are allocated alphabetically, while rows are typically assigned numbers. A cell is the intersection of columns and rows. A cell’s address is determined by the letter representing the column and the no. representing the row. For data processing and reporting, Microsoft Excel is a useful and efficient application. It’s a spreadsheet program with multiple columns & rows; each cell contains a piece of single data information or material. You will consider details easy to locate and instantly draw information from evolving data by grouping the data in this manner. Microsoft Excel is used by everyone from the accounting firm to the receptionist, HR to the admin department. It is not exclusive to big corporations; small business owners and college students use it daily. There is something one does not overlook. Learning simple Excel tasks is a must at this age if you want to get a career. It has been in use over the last thirty years, and it has been updated with new updates during that period. Excel’s greatest advantage is that it can be used for a wide range of company activities, like statistics, economics, data collection, planning, reporting, product and billing tracking, and data analytics. Below are some of the items it will do for oneself:Templates/Dashboards Number calculating Automation of Tasks Import & store Data Manipulating Text Charts & Graphs 1.1 Opening Microsoft Excel Follow the instructions below to open Microsoft Excel on the computer: Go to Start Click All Programs Search MS office and choose it Select the Microsoft Excel option Put another way, and one should use the Start button to look for Microsoft Excel in the open search box. Excel can be found in the Start menu whether one has Excel or the whole Microsoft Office kit loaded on the computer. Bear in mind that Excel is not used on modern computers. Before one can use it on the computer, one must first buy it and update it. If one does not want to (or can’t afford) buy Excel, they can download a free trial edition from the Microsoft Office site. If one has Excel loaded but it isn’t showing up in the Start menu, use the measures below to manually activate it1.2 Go to My Computer and Open It Pick the C: by clicking or selecting it. If you have Microsoft Office loaded on the drive other than C: use that drive, then. 1.3 Open the Microsoft Office Folder from the Program Files Folder If there is a default folder in Microsoft Office, open it. And open the OfficeXX archive, the Office edition set up on one’s device (for example, Office16 is for MS Office 2016). If one doesn’t see a root folder, search for and access a folder called “Office.” Locate a file called EXCEL.EXE and click it to launch the Excel software. 1.4 Features of MS Excel The below are the three most critical elements of Excel that one should leam first: 1.4.1 Cell It is the spreadsheet’s smallest yet most important component in the cell. One has the option of typing or copy-pasting the data into the cell. A text, a date, or a number may all be considered data. One may also alter its scale, font color, background color, borders, and other features. Per cell is known by its cell address, which includes the column and row numbers. 1.4.2 A Work or Spreadsheet It is a table with rows and columns of information. A cell is a rectangular box formed by the collision of rows and columns. An example of a cell is seen below:call call 1.4.3 Worksheet Each worksheet consists of independent cells and may contain text, or a formula, or a value. It also has a drawing layer that contains charts, pictures, and diagrams but is not visible. By pressing the button at the lower part of the workbook window, one can reach each spreadsheet in the workbook. A workbook may also store chart sheets, which show a simple chart and are accessed by clicking a button. 1.4.4 Workbook This, like every other program, is a different file. There are one or two worksheets in every workbook. A workbook may also refer to a series of several worksheets or one worksheet. One may add or remove worksheets, hide them without removing them, and rearrange the order in which they appear in the workbook. An Excel spreadsheet can be edited and formatted in a variety of ways. The different features of Microsoft Excel are described below. Excel's characteristics that make it the most commonly used techniques are as follows: 4.5 Excel’s Graphical Design Excel has a wide range of interactive features for representing data in graphs. Charts, Shapes, Clip Arts, Pictures, & Smart Arts, for instance. 1.4.6 Excel’s Database FunctionalityExcel may be used as a database and for a variety of data processing tasks. Slicers, Tables, Filtering, Sparklines, Pivot Tables, Database, Filtering, Data Validation, Sorting, Grouping, among other features, are examples. 1.4.7 Excel Tools & Functions They can assist you in performing efficient calculations and enhancing the Application Features. Formulas, VBA Macros, Hyperlinks, Add-ins, Spell Check, Security, and Conditional Formatting, so on are examples. The layout of features in MS Excel is seen in the picture below: 1.4.8 Home The home part of the MS Excel consists of Font size, font color, font types, color for background, color palette, spacing, formatting choices and styles, cell addition and deletion, and editing options are also included. 1.4.9 Insert Table shape and type, incorporating photos and numbers, header and footer choices, adding tables, maps, sparklines, equation, formula, and symbol options are included in the insert portion. 1.4.10 Page Layout The page layout choice includes choices for themes, alignment, and page configuration. 1.4.11 Formulas Since MS Excel can generate tables with a vast volume of details, one can use this function to apply formulas to the table and get faster results. 1.4.12 Data This group includes features such as adding additional data (from the intemet), search options, and data resources. 1.4.13 Review In the analysis category, checking (such as spell check) can be performed onan excel document, and a user can add notes in this section. 1.4.14 ViewHere is where one can adjust the views under which the spreadsheet is viewed. This segment contains options for zooming in and out as well as pane layout. 1.4.15 Shortcut Menu The shortcut menu allows one to navigate the most often used Excel commands and features easily. To use this function, right-click or the item one wants to edit on a Laptop, or control-click the element one wants to edit on a Mac. Based on the feature you’ve chosen, the choices shown will change. 1.4.16 Basics in Spreadsheets Every Excel file is a workbook of several worksheets. The worksheet consists of a series of columns (denoted by letters) and rows (denoted by figures). The blue buttons from the top of the worksheet represent the letters of the columns. The row numbers are shown by the blue buttons on the spreadsheet’s left hand. A cell is a point where a column and a row meet. One may fill in the blanks with your details. Text, figures, and formulas for automated calculations may all be entered into cells. The cell address for every cell on the worksheet is the column letter preceded by the row number. 1.4.17 Formula Bar ‘When one uses Excel, the formula bar would be one of the most important features. The formula bar displays all of the information and procedures that were used to restore the contents of a cell. When one enters data into a cell, the performance, or final outcome, is shown when moving the cursor away from the cell. This is particularly noticeable when utilizing functions since one just sees the outcome of the equation in the cell in the spreadsheet, not the entire equation. The formula bar is underneath the ribbon, which takes up the majority of the window. While hiding the formula bar is feasible, and it is not advised. Select Excel Options at the right (bottom) of the menu that appears when one presses the Office button to remove or reveal the formula bar if it has been obscured by error. To see the formula bar, select the ‘Advanced’ option and tick the box for the Display formula bar underneath Display. Simply press Ok when you're done 1.4.18 Header & FooterOne can have a header and a footer in their spreadsheet. 1.4.19 “Find & Replace” Function Microsoft Excel enables one to locate required data (numbers, texts) inside a spreadsheet and to substitute old data with new information. 1.4.20 Password Protection It helps the consumer to shield their spreadsheets from unwanted entry by encrypting them with a password. 1.4.21 Data Filtering It is a fast and simple way to locate and manipulate a piece of data in a set only the rows that follow the criterion one applies for a column appear in a filtered range. For sorting ranges in Excel, there are two commands: . AutoFilter: This provides a selection-based filter with basic parameters. + Advanced Filter: It uses parameters that are more complicated. 1.4.22 Sorting Data The method of organizing data into a logical order is known as data sorting. One can sort data in descending or ascending order in Excel. 1.4.23 Formulas That Are Built-in Microsoft Excel has several built-in formulas for sums, averages, and minimums, among other things. One may use such formulae as per their needs. 1.4.24 Make Various Graphs (Pivot Table) Microsoft Excel helps one to make various charts like a bar graph, line diagrams, & pie- charts, etc 1.4.25 Instantly Edit the Result Microsoft Excel immediately edits the outcome if any modifications are made in any of the cells. 1.4.26 Auditing Formulas Use formula auditing, and one may graphically represent or map the interactions between cells, formulas with blue arrows. One may track the precedents, or the dependents allows you to interpret and compare resultsquickly. Some shortcuts for windows and Mac. Select acne tell hia C ] [ese] eB GC) & =] EE a SSE Are 1.5 History of the Microsoft Excel Dan Bricking, a Harvard Business School researcher, developed the VisiCalc software in 1978. It was a small application with just a few minimal features. It could only work for data in a matrix with five columns and twenty rows. Bob Frankston, the co-founder of VisiCalc, was employed by Bricking to tum VisiCalc more efficiently. Frankston improved the program’s pace and mathematics. VisiCalc was an immediate hit, with the pair selling over a million of the software. Going to follow the remarkable success of VisiCalc, another group coached by Mitch Kapoor created Lotus 1-2-3, a new spreadsheet software, in 1983. Mitch and his team filled Lotus 1-2-3 with graphing, rudimentary database capabilities, and charting along with simple programming. Lotus 1-2-3 became a new market favorite as a result of this. While Microsoft had already released (in 1982) Multiplan, it was overshadowed by Lotus 1-2-3. This prompted Microsoft to create Excel, and the rest is history. Multiplan in 1982, Microsoft released Multiplan, a spreadsheet program that was very common on Control Application for small computers (CP/M systems) but lost ground to Lotus 1-2-3 on MS- DOS. This prompted the development of a modem spreadsheet known as Excel, which was created with the aim of doing everything 1-2-3 does,except faster and better. The first Mac edition of Excel was launched in 1985, followed by the 1st Windows version in Nov.1987. Lotus took its time bringing 1-2-3 to Windows, so by 1988, Excel had begun to outsell 1-2-3, assisting Microsoft in becoming the dominant computer software maker. This achievement, which dethroned the emperor of the software world, established Microsoft as a legitimate rival and demonstrated its commitment to producing interactive software in the world. Microsoft maintained its lead by releasing new software every two years or so. Excel 11, commonly known as MS Office Excel 2021, is the most recent update for the Windows platform. Microsoft Excel 2021 is the most recent update for Mac OS X. (Office 2021 was released in early October 2021 for Windows and macOSs) Thanks to its ability to adjust to virtually any business method, MS Excel is the most familiar, scalable, and commonly adopted business software in the world today, with the new releases of Excel 2021 & Excel365. When used in conjunction with other MS Office software such as Outlook, PowerPoint & Word, there is little that this versatile mix cannot manage. MS Excel and the Office Suite have almost infinite applications. Consider the following top ten list of Excel’s most common and strong infrastructural development: + Model and interpret almost all data efficiently + Easily find the correct data points + Inone single cell, make a data chart. + You can use the spreadsheets from wherever. * As one works with others, they will connect, collaborate, and achieve more. * Make use of Pivot Charts that are more interactive and dynamic. * Make the data displays more sophisticated. + Make it simpler and quicker. * Increase the computing ability to create larger, more complicated spreadsheets.+ Use Excel Services to publish and distribute your work. When one combines this with the ability to customize and optimize any operation using VBA, they have a powerful Business Intelligence platform, flexible and creative enough to address almost any business need. 1.6 Basic Excel Components It’s critical to know where everything is in the window when one starts using it. But, we'll go through all of the big components that one should be aware of before diving into the realm of Microsoft Excel. A cell that is selected is known as an active cell. A rectangular box will be used to illustrate it, and its name will be displayed in the address bar. Clicking on the cell or using the arrow keys can activate it. One can double- click on the cell or use the F2 key to edit it. A column is the vertical grouping of cells. There are 16384 columns total on one single worksheet. From A till XFD, each column has its alphabet for identification. By clicking on a column’s header, one can select it. A row is the horizontal grouping of cells. One single worksheet may have up to 1048576 rows. For identification, each row has a unique number ranging from 1-1048576. By clicking on the row number on the left side of the browser, one can select it.Fill Handle is the active cell’s fill handle is a tiny dot in the right comer on the lower. It allows one to fill text sequences, ranges, serial numbers, and numeric values, among other things. The Address Bar displays the active cell’s address. If one picks more than one cell, the name of the Ist cell in the range will be shown. Undermeath the ribbon is the formula row, which is an input bar. It displays the contents of the active cell and allows one to type a formula into the cell. The workbook’s name would appear in the title bar, accompanied by the program name (MS Excel). The file menu, like many other programs, is a basic menu. It has choices such as (Save, Open, New, Save As, Excel Options, Print, Share, etc.) 1.6.1 Access Toolbar (Quick) A toolbar that allows one to access the options easily they need the most. When introducing new choices to the easy access toolbar, one can select their favorite options. 1.6.2 Ribbon Tab Beginning with Microsoft Excel 2007, all choice menus have been replaced by ribbons. Ribbon tabs are a set of various alternative groups that include additional options. 1.6.3 Worksheet Column This tab displays all of the worksheets in a workbook. Sheet1, 2, and 3 are the names of the 3 worksheets that will appear in the latest workbook by nature. The Excel window’s status bar is a small bar at the right. When one begins operating with Excel, it will have immediate assistance.BoeChapter 2: Understanding & Getting Started with Microsoft Excel Since spreadsheets (Microsoft Excel) are so widely used, the chances are that someone, if you have ever worked on the computer, you have at least once used them. It had gone a long way from the invention of ABACUS in the 14th century. Excel allows one to do pretty much anything. + Using formulas and functions to perform logical operations. + Use diagrams and charts to interpret the data further and uncover hidden patterns. + Use Pivot tables to extract relevant details from a broad data set, filtering and sorting data to locate specific details. * Use Macro to automate the reports. It is like a mini RPA bot. + Use Visual Basic programming to make a custom program. * Microsoft Excel is used for organizing, sorting, evaluating, and displaying results. * One can insert data in Excel Cells as Strings, or Numerical Values, or Dates, and save the files for potential use. + One can conduct calculations using a variety of Excel formulas + You can build tools and dashboards and interact with other software. * One can link to a variety of databases. + One can visualize data in charts and can use pivot tables to dig down and analyze data. Microsoft has published 29 new variants of Excel with three different operating systems over the past three decades, each one substantially different from the previous one.2.1 What Is the Best Way to Use Microsoft Excel? In Excel, one does the job in a workbook. Each workbook has 1 or more spreadsheets/worksheets, each of which is made up of different cells that contain our results. Before one makes the first Excel workbook, here’s what they need to learn. 2.1.1 Open a New Workbook When one opens Excel on the computer, it immediately creates a fresh blank workbook. To access a current workbook, select ‘File’ and then ‘Open,’ or use (control+N). It is a shortcut to open a new workbook. To open an already opened workbook, select on file, then open, click on browser use browser to locate the needed workbook and click open. 2.1.2 Including a Worksheet Every Excel workbook comes with three worksheets by design. By pressing the worksheet tabs right above the status bar, one will navigate the various worksheets. 57 58 59) 60 61 | Sheeti | Sheet2 | Sheet3 Ready — %, Accessibility: Good to go Tap the Insert Worksheet to the right of the current worksheet sections to add a fresh worksheet. 2.1.3 Changing the Name of a Worksheet To change a worksheet tab, use one of the following methods: 1st option: If one is using a computer, right-click the tab they want tochange; if one is using a Mac, control-click the tab they want to rewrite. A menu with shortcuts would appear. + From the shortcut menu, choose Rename. + Fill in the current term name. + Press. 2nd option: Hold the mouse over the page one intend to rename and double-click it. To change the page, start typing. Press. 2.1.4 Use the Ribbon in Excel The ribbon in Excel gives commands. An order is an action taken by the operator, Creating a new document, printing the document, and so on are examples of commands. The ribbon in Excel 2021 can be seen in the picture below. The ribbon is a top-mounted control pad. The Ribbon contains all of the materials one will need for their worksheet. To see what resources and buttons are accessible, click on each tab. The start button of the ribbon is used to perform commands such as developing new documents, save the existing work, writing, print and using Excel’s customization choices, among others. 2.1.5 Ribbon Tabs These tabs are also used to combine identical commands. Basic commands such as editing data to make it more presentable, to search and locating unique data inside the spreadsheet are performed on the home page.2.1.6 Ribbon Bar This bar is used to group identical commands. The Alignment ribbon bar, for example, is used to organize all of the instructions that are used to coordinate data together. 2.1.7 Using Worksheets to Manage Data In Excel, every workbook will have several worksheets, which are shown as tabs at the bottom of the page. By clicking the tab, one can open or delete a specific sheet. Using many worksheets is a simple way to store vast amounts of data in a logical fashion. Tf one right-clicks on a tab, they see choices like rename and erase. A fresh blank worksheet is accessed when one presses the + button. A spreadsheet is a set of columns and rows. A cell is formed when one row and one column intersect. Data is recorded in cells. A cell address is used to identify each cell individually. Letters are used to mark columns, and numbers are used to label arcs. A workbook is a list of worksheets. A workbook in Excel has three cells by nature. To fit the requirements, one can erase or add more sheets. One should rename the sheets to something more important, like Daily Expenses or Annual Budget, for example. It’s time to enter some details. One can add data into a cell when they pick it and start typing. Letters, equations, and Numbers are only a few examples of data types. One may also copy and paste data from other sites. 2.1.8 Doing Calculations One may use operators like +, -, *, /, and others to perform several functions on sets, numbers, and other items, such as addition, multiplication, division, and subtraction. 2.1.9 Car A function is a formula that has already been specified; one may enter the formula in the empty cell. Begin the formula with an equal sign (=). Then, in parentheses, type the function and the cell names on which one wants to execute these functions. The formula will be shown in the ribbon’s formula bar. For e.g., if one wants to find the number of data in two separate cells, ing Out Measurementssuch as A2 & B2, they can use the formula =SUM (A2:B2). Make a copy of your workbook and share it with others. When one is done with the spreadsheet, click Ctrl+S to save it. To transfer the excel workbook through OneDrive, either send it to the cloud, press the share button in the top right comer of the window. 2.2 Customization Microsoft Excel Environment Gea 2a Many people prefer a black color setting. If blue is the favorite color, one can make the theme color appear blue as well. One will not want to use ribbon tabs such as developer if they are not a programmer. Any of this is possible thanks to customizations. One can make these changes: Customizing the ribbon. Choosing a color scheme. Formula settings. Settings for proofing Save the settings. 2.3 Customization of the Ribbon Let’s begin with the ribbon customization. Let’s say one does not want to see any of the tabs on the toolbar, or they want to include some additional tabs, like the developer tab. They will do this by using the options window. * Choose the ribbon’s start button. + From the dropdown menu, choose options. Oue must be able to see a dialogue box called Excel Options. * From the left-hand side screen, pick the customize ribbon option, as seen below. * Delete the checkpoints from the tabs on the right-handside that one does not want to see on the ribbon. Review, display tabs, and Page Layout have been omitted from this example. ‘When you're done, click the “OK” icon. This is how the ribbon would appear. astnae the Habon, Sane joo boc ee |. cx on Heche | OK bastion Cutamiebons wine sone 2.3.1 Customizing the Ribbon’s Tabs One may also create their tab, call it whatever they want, and allocate it commands. Let’s make a tab with the text (anything you want) in the ribbon.Ja cuss te icbon ‘Sr commana tm ‘artemisinin DopaarCemmunts san SNe ge NewS | | Be Ge | (Femi, Gateritene: | Ree Pick Customize the Ribbon from the context menu by right-clicking on the ribbon. A discussion window similar to the one seen above will emerge. As seen in the animated picture below, click the new tab icon. Go to the newly formed tab and choose it. Choose the Rename option. Assign it the name Under the image below. tab, choose New Group (Custom), as seen in the Click the Rename icon and assign it to My Commands. Let’s move on to adding commands to the ribbon bar. On the center panel, one will see a list of commands. Press the ‘Add’ button after selecting the ‘All chart styles’ command. Choose OK. This is how the ribbon would appear.Book! - Excel INSERT FORMULAS DATA — Team All Chart My Commands ribbon bar Types with a command button Mycommands £12 2.3.2 Choosing a Color Scheme To change the color theme of an Excel board, go to the Excel ribbon and select the File Options button. It will open the window where one must complete the steps below. i Shon Show Du Real stent cn elcton ie 2) Era ve i SjeenTosyie how ce iaripoin Geel (S) ec te tao Bad eu tesa ahees 1 1 amon ue nese les egutesot an wea Oc o-- aml@ nec racy ota [Gest rare Tlie Kc! en he det progam ening ond eng pee The left-hand panel’s basic tab would be picked by default. Go to Excel’s General Choices and look for the color scheme. Pick the appropriate color from the color scheme dropdown column.Press the OK key. 2.3.3 Formulas’ Settings One may use this option to monitor how Excel acts when dealing with certain formulas. It may be used to configure choices such as autocomplete while entering formulas, changing the cell referencing type, and using numbers for rows and columns, among other things. General GEER. change options related to formula calculation, —————— Eff performance, and error handling, Proofing ‘Calculation options ae Workbook Calculation) —_[_] Enable iterative calculation © Automatic Mami © Automatic except Iterations: Agence for data tables Mosinum (ggg Change: Customize Ribbon © Manual Chang Mi Recalculate workbook before Calculation and ee formulas options Working with formulas Language [io Quick Access Toolbar Add-Ins Trust Center 7 RICt reference style Formula AutoComplete Use table nares in formulas Use GetBivotData functions for Pivot Table references To make a choice, tick the box next to it. Remove the checkmark from the checkbox to disable a choice. This alternative is available in the Options dialogue box, under the Formulas tab on the column (on the left side). 2.4 Proofing Settings
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