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Creating and Use Spreadsheets

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0% found this document useful (0 votes)
49 views

Creating and Use Spreadsheets

Uploaded by

wabisha.2020
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Hardware and Networking

Service
Level-I
Based on March 2021, Curriculum Version 1

Module Title: - Creating and Use Spreadsheets

Module code: EIS HNS1 M04 0322

Nominal duration: 50Hour

Prepared by: Ministry of Labour and Skill

Aug, 2022

Addis Ababa, Ethiopia

Table of Contents

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Introduction to module............................................................................................3

Unit one: Select and prepare resources.................................................................4


1.1. Energy and Resource Conservation............................................5
1.2. Identifying Spreadsheet Requirements.......................................7
Operation sheet 1.1 Energy and resources conservation.....................9
Operation sheet 1.2 Energy and resources conservation....................10

Unit Two: Create spreadsheet...............................................................................11


2.1. Introduction to spreadsheet.......................................................12
2.1.1. Navigating around a spreadsheet..........................................16
2.2. Using a worksheet....................................................................20
2.3. Formulas and Functions...........................................................21
2.4. Accessing Help in spreadsheet.................................................24
Operation sheet 2.1 Use a worksheet................................................25
Operation sheet 2.2 Use a worksheet................................................27
Operation sheet 2.3 Formulas and functions.....................................30
Operation sheet 2.4 Formulas and functions.....................................31
Operation sheet 2.5 using a worksheet..............................................33
Operation sheet 2.6 Access help........................................................36

Unit Three: Produce simple charts......................................................................38


3.1. Produce simple charts...............................................................39
Operation sheet 3.1Produce simple charts............................................41

Unit Four: finalize spreadsheet.............................................................................46


4.1. Preparing to print......................................................................47
4.2. Finalizing spreadsheet..............................................................53

Introduction to module

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This module describes the performance outcomes, skills and knowledge required to operate spread
sheet applications and perform basic operations, including creating and formatting spread sheet data,
incorporating charts and objects, and customizing and printing Spread sheet.
This module is designed to meet the industry requirement under create and use spread sheet
occupational standard, particularly for the unit of competency: Create and use spread sheet

This module covers the units:


 Select and prepare resources
 Introduction to spreadsheets
 Produce simple charts
 Finalize spreadsheets

Learning Objective of the Module

 Select and prepare resources

 Create simple spreadsheets

 Produce simple charts

 Finalize spreadsheets

Module Instruction
For effective use this module, trainees are expected to read the following module instruction
shown below:
1. Read the information written in each unit
2. Accomplish the Self-checks at the end of each unit
3. Perform Operation Sheets which were provided at the end of units
4. Do the “LAP test” giver at the end of each unit and
5. Read the identified reference book for Examples and exercise

Unit one: Select and prepare resources

This learning guide is developed to provide you the necessary information regarding the
following content coverage and topics:

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 Energy and Resource Conservation

 Spreadsheet Requirements

This guide will also assist you to attain the module above in the cover page. Specifically,
upon completion of this module, you will be able to:

 Apply Energy and Resource Conservation technics

 Identify Spreadsheet Requirements

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1.1. Energy and Resource Conservation

With an increasing focus on the environment, terms such as Climate Change, Greenhouse Emissions,
Global Warming and Carbon Neutral have become common in workplaces and everyday life. We are
all encouraged to move towards a "green office‟ where conservation and recycling practices are
standard, and following the "Three Rs" - Reduce, Reuse and Recycle - is normal everyday practice.
Reduce Reuse Recycle

Reduce: finding ways to minimize resources and energy


consumption in our daily tasks.

Reuse: using a product again without it having to go through


a form of processing to be used again. For example using
plastic shopping bags as garbage bags.

Recycle: the process of converting waste into new products


which reduces landfill. Paper is one of the common products
to be recycled.

I. Reduce Resources and Energy

There are many ways in which we can reduce wastage in the office. Let’s have a look at some ways
which we can contribute.

Paper
 Use duplex printing (printing on both sides)
 Print draft copies in low resolution mode to use up less ink.
 Avoid printing unnecessarily. Use "print preview" to preview your work and check for
errors rather than printing multiple copies. Rather than sending letters or print material use
email and send electronic copies.
 Keep a tray near the printer for paper that has been printed on side only and can be used for
note paper.
 Keep a recycling bin near the printer to recycle paper.
 Confidential printed material should be shredded. Shredded paper can be used for packing
fragile goods or donated to pet stores for bedding.

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Printing Supplies
 Conserve toner in laser printer and photocopiers by printing in draft mode.
 Avoid using thick borders and graphics.
 Empty ink and toner cartridges can be recycled through the Cartridges 4 Planet Ark
program.
II. Conserve energy

Saving Energy
 Turn the office lights and air conditioning off at the end of the day or set timers. Sensor
lights can be used in dark areas such as stairwells.
 Photocopiers and printers have energy saving options. Make sure these options are
activated so that the equipment will go into a "sleep" mode during prolonged period of
inactivity.
 Shut down your computer and monitor at the end of the day. Don't just log off.
 Computers also have energy saving options. The power options can be managed using the
Power Option Properties from the Control Panel.

Standby switches your computer to a low power state. It is useful if you are leaving your computer for
a short period of time. It does not save your desktop state.

Hibernate should be used if you will be away from your computer for more than 1 hour. It saves what
is in memory onto disk, turns off your screen and turns off your computer.

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1.2. Identifying Spreadsheet Requirements

Before you can create a spreadsheet you need to determine the purpose and any special requirements
in relation to how it will be used, stored and accessed. Some spreadsheets contain confidential
information that should only be accessed by authorized staff. Activities usually have a specific
guideline including timelines and organizational standards. You also need to ensure data security as
required.

Key issues to consider

 Data entry

There are a number of methods of data entry. When creating a spreadsheet document from scratch you
can start with a blank document and create your own spreadsheet from the keyboard. Alternatively,
you can import data from an existing spreadsheet or from other software application. Accounting
programs such as MYOB can export data and reports into a spreadsheet. You can even export data
from websites.

Many internet banking websites allow you to export your bank statement into a spreadsheet.
Many organizations use a template which is a previously created document that has been formatted
according to approved company colors, logos and design elements. They save a lot of time as they do
not have to be recreated and ensure consistency across all documents.

Usually an organization’s Policy and Procedures Manual contains references to templates and style
guides. A style guide is a document which lists the basic principles for creating documents including
spreadsheet. It specifies features such as font, color, size, placement of charts and other objects in
document. A template that has been created will adhere to the style guide.

 Storage
Your documents or files can be saved electronically in a number of different places. You could save
them on a USB memory stick, the hard disk on your PC or in a location on your organization’s
network. You should implement a system for naming your files so they can be easily located.
Your organization may also wish to save the file as a hardcopy, or printout. These could be kept in
folders and filed appropriately in filing cabinets.

Whether on disk or in the form of a paper document, the data needs to be stored in a secure location. If
the data is stored on a CD, it could be stored in a rack or storage cabinet. If it is stored as a document
in a filing cabinet, the cabinet should be locked, particularly if the data is confidential.

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If the data is stored electronically, it should be backed up on a regular basis. This is good practice in
the event that our PC has hardware problems or is infected by a virus. Similarly we would want a
backup in the event that we accidentally deleted the file!

 Output

There are a number of different options for to be considered regarding the output of your spreadsheet.
Your spreadsheet may be:
 Included within the text of a report
 Added as an attachment at the end of a report
 Included in an electronic presentation, such as MS PowerPoint
 Printed onto an overhead transparency, or
 Sent as part of an email.

Whichever form of output is utilized you need to ensure that the spreadsheet can be easily read (details
not too big or too small) and that the spreadsheet will fit neatly onto a page or screen.
Always test to ensure your spreadsheet will output as expected, and then adjust accordingly.

Reporting and presentation requirements

Each company will have standards which all spreadsheets should follow. This could include: company
details and logos, size and style of fonts, header and footer requirements, and formats for numbers,
paper sizes, standard margins, and saving conventions. As mentioned above this may be documented
in a Style Guide which forms part of an organization’s Policies and Procedures.

Example of organization’s spreadsheet requirements

It is important to liaise with relevant personnel to clarify the spreadsheet requirements and to ensure
that documents you create meet the purpose for which they are intended.

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Following, you will find an example of spreadsheet design standards or a style guide.

Jack's Videoland
89 Moviewatch Street
Company
MOVIEWORLD QLD
details
Phone 082 678234
Email: [email protected]

Size of company logo should not be altered


Company logo
Logo to be placed in top right hand corner of spreadsheet.

Standard Font
Comic Sans MS 10 pt.
Main
Comic Sans MS 16 pt.
Headings
Comic Sans MS 14 pt.
1st level
Comic Sans MS 12 pt.
2nd level
Helvetica or Arial 8pt
Header/footer

Header to
Title of worksheet, date.
include

Footer to
Page number, author, filename.
include

A4, Portrait or Landscape to be used dependent on size of worksheet. Worksheet to


Paper Size
be centred horizontally and vertically on the page.

Margins Top and bottom 1.5 cm. Left and right 2 cm

All dollar figures to have dollar sign.


Number
No decimal places to be used.
Formats
Totals and important result figures to be highlighted using shading 20% and bold.

All filenames to display abbreviation of company name (Jacks) and identify purpose
Saving of workbook, try to use no more than 20 characters. Files to be saved in an
Conventions appropriately named folder. Make sure a back-up copy is kept of all files in case of
corruption to the original file.

Research your own organization to determine the organizational requirements for spreadsheets.

If you do not have a suitable work environment, develop your own ideal spreadsheets requirements for
an organization.

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Operation sheet 1.1 Energy and resources
conservation

 Operation Title: change power option


 Purpose: Changing the power options of your computer
 Instruction:Follow the instructions below to change power option
 Tools and requirement:
1. This operation sheet
2. Learning guides,
3. Personal computer
 Precautions:
 Procedures in doing the task.
Step 1. Open the Control Panel.
Step 2. Select Power Options.
Step 3. Have a look at the different options and plans available. Select a plan/options
which will conserve energy.
Step 4. Close the Power Options Window.

Operation sheet 1.2 Energy and resources conservation

 Operation Title: How toSet our computer to Hibernate or Standby


 Purpose:Set our computer to Hibernate or Standby
 Instruction:
 Tools and requirement:
1. This operation sheet
2. Learning guides,
3. Personal computer
 Precautions:
 Procedures in doing the task.
Step 1. Click on the Start Menu.
Step 2. Select Shut Down.
Step 3. A Dialog box will appear with a drop down list. Select from the drop down list
Hibernate or Standby.

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Unit Two: Create spreadsheet

This unit to provide you the necessary information regarding the following content coverage
and topics:

 Introduction to spreadsheet
 Use a worksheet
 Formula and Basic Functions
 Access help function on spreadsheet
This guide will also assist you to attain the learning outcomes stated in the cover page.
Specifically, upon completion of this learning guide, you will be able to:

 know spreadsheet concept


 Know Basic format
 Identify basic formula and function
 Access help function on spreadsheet

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2.1. Introduction to spreadsheet

What is a spreadsheet?
A spreadsheet is a computer program that is used in business to calculate profit and loss (as
well as many other things) using columns and rows. It allows easy entry and manipulation
of text and figures, and can be applied to simple budgeting, or complex accounting and
financial planning.

Spreadsheet software
What are some spreadsheet programs? Microsoft Excel is the software most widely
used in business and education, but there are a number of other spreadsheet programs,
including Lotus, Microsoft Works and Corel.

Terminology
Spreadsheet is a word used to describe the program, but is also used to describe a sheet
with columns and rows. Excel uses the word worksheet to describe a single sheet and the
word workbook to describe collection on one or more individual worksheets which form a
‘book’. You can add hundreds of worksheets to a single workbook but Excel opens with
only three. A workbook is saved as one file.

Cell is the word used to describe the intersection between a column and a row. They are
referenced by the column heading and the row number eg the cell reference for Column A
and Row 1 would be A1.

Column

Row
Cell

Relative cell reference: a cell reference in formulas that change when excel copies them to
another location

Active cells: the cell in which you are currently working

Active sheet: a sheet that is selected

Function: a built-in or pre-recorded formula that provides a shortcut for complex


calculations.

Range of cell: one or more cells that form a rectangular group

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The new interface

The Ribbon and Quick Access Toolbar are where you will find the commands to perform common
tasks in Excel. The Backstage view gives you various options for saving, opening a file, printing,
and sharing your document.

The Ribbon

Excel 2016 uses a tabbed Ribbon system instead of traditional menus. The
Ribbon contains multiple tabs, each with several groups of commands. You will use these tabs to
perform the most common tasks in Excel.

 Each tab will have one or more groups.

 Some groups will have an arrow you can click for more options.

 Click a tab to see more commands.

 You can adjust how the Ribbon is displayed with the Ribbon Display Options.

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Certain programs, such as Adobe Acrobat Reader, may install additional tabs to the Ribbon. These
tabs are called add-ins.

Ribbon Display Options:

The Ribbon is designed to respond to your current task, but you can choose to minimize it if you
find that it takes up too much screen space. Click the Ribbon Display Options arrow in the upper-
right corner of the Ribbon to display the drop-down menu.

There are three modes in the Ribbon Display Options menu:

 Auto-hide Ribbon: Auto-hide displays your workbook in full-screen mode and


completely hides the Ribbon. To show the Ribbon, click the Expand
Ribbon command at the top of screen.

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 Show Tabs: This option hides all command groups when they're not in use,
but tabs will remain visible. To show the Ribbon, simply click a tab.

 Show Tabs and Commands: This option maximizes the Ribbon. All of the tabs
and commands will be visible. This option is selected by default when you open
Excel for the first time.

The Quick Access Toolbar


Located just above the Ribbon, the Quick Access Toolbar lets you access common commands no
matter which tab is selected. By default, it includes the Save, Undo, and Repeat commands. You
can add other commands depending on your preference.

Tell me:

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The Tell me box works like a search bar to help you quickly find tools or commands you want to
use.

Worksheet views

Excel 2016 has a variety of viewing options that change how your workbook is displayed. These
views can be useful for various tasks, especially if you're planning to print the spreadsheet.
To change worksheet views, locate the commands in the bottom-right corner of the Excel window
and select Normal view, Page Layout view, or Page Break view.

 Normal view is the default view for all worksheets in Excel.


 Page Layout view displays how your worksheets will appear when printed. You
can also add headers and footers in this view.
 Page Break view allows you to change the location of page breaks, which is
especially helpful when printing a lot of data from Excel.

Backstage view
Backstage view gives you various options for saving, opening a file, printing, and sharing your
workbooks.to access backstage view click on filebackstage view will appear.

2.1.1. Navigating around a


spreadsheet
You can see the navigating bars to the right of the screen
and at the bottom of the screen. When there is data in the sheet, you can move the sheet to
show data which is out of sight. Here are some basic methods for navigating around a

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worksheet.

Keyboard Mouse

A column at a  or or Tab key Move mouse and click


time

A row at a time  or or Enter key Move mouse and click

Cell A1 Ctrl Home Point and drag vertical scroll box


up

Bottom right Ctrl End Point and drag vertical scroll box
corner cell of down
data

Practice to selecting cell

When a cell is selected the name of the cell (also known as cell reference) appears at the extreme
left of the Formula Bar. Can you see it? Notice that there is a black border around the cell you
have selected.

Resize columns and rows

When you do further work with spreadsheets you will sometimes need to resize the columns and
rows of your worksheet to fit the data.

Helpful Hints

if you see hashes ### appear in a column, it means that the column is not
wide enough to hold the data. Widen the column until the data shows clearly.

Toolbars and tool buttons


The conventional way of selecting an action (for example, to open an existing file) is to use
the menu bar at the top of the screen (in this case, to click File/Open).

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Using the tool buttons is faster. These are the little buttons with symbols on them that are
lined up on a toolbar. They may look confusing at first, but are great once you learn what
they do. Some programs can have as many as 20 toolbars that display a variety of tools.
Usually the default toolbars are the Standard and Formatting toolbars. These have the tools
you’ll use most at first.

• To display another toolbar, go to View/Toolbars. This will display a list of the


toolbars available in the program. The toolbars already displayed will have a tick
against them.

• To display another toolbar, just click on it in that list (ie ‘select’ it).

• To make a toolbar invisible again, click on it again in the list.

Toolbars can usually be placed anywhere on the screen (‘floating’ toolbars) or ‘docked’ at
the top, bottom or side of the screen. The program will ‘remember’ which toolbars you had
displayed and where they were next time you start it.

Note: Don’t have too many toolbars displayed at any one time. It can be very confusing and
will reduce the size of your on-screen workspace. This will allow you to create a new
toolbar and put your most-used tools on it.

Right-click on any visible toolbar to see the list of available toolbars. This allows you to
bypass the menus.

Keyboard shortcuts
We saw in the previous section that some actions can be carried out using shortcut keys.
These are a combination of two or more key strokes that perform an action. Over the years,
software developers have assigned the same shortcut keys to most programs, so that if you
know what Ctrl+A does in one program, you can use it to perform the same action in many
others.

Listed below are some keyboard shortcuts for some of the more frequently used
spreadsheet program commands.

To use one of these combinations, hold down the Ctrl key and press the letter key shown.

Those actions marked ‘toggle’ will switch that formatting either on or off, depending on its
current state.

Shortcut Action
Ctrl+A Selects all data on the active worksheet.

Ctrl+B Toggle. Formats selected data in bold.

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Ctrl+C Copies the selection to the clipboard.

Ctrl+F Allows you to find specified data (numbers or text) in the active
document.

Ctrl+I Toggle. Formats selected data in italics.

Ctrl+N Opens a new workbook.

Ctrl+O Allows you to open a previously saved workbook.

Ctrl+P Prints the active worksheet.

Ctrl+S Saves the active workbook.

Ctrl+U Toggle. Formats selected data as underlined.

Ctrl+V Pastes the contents of the clipboard into the active cell.

Ctrl+W Closes the active window, but does not exit the program.

Ctrl+X Cuts the selected data and places it on the clipboard.

Ctrl+Y Redoes the previous action.

Ctrl+Z Undoes the last action.

Alt+F4 Closes the program.

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2.2. Using a worksheet

Data entry into a worksheet


Each cell of the spreadsheet can hold figures, text and formulas. The data in each cell is
held in that cell alone. Always put the data only in the cell that has to hold it.

To enter data, put your cursor into the selected cell and click. Type the data and press
Enter. This moves you to another cell.

NOTE: You can also use the Tab key and your arrows keys to move around the sheet.

The data appears in the cell as well as in the formula bar.

Saving a workbook
After keying in your data, it is a good idea to save your file on your computer, before you
continue to format it. You must do two things when saving a file for future use – you must
tell your computer where you want to save your file and what you want to name it. Much
the same as you would file a phone bill in a folder called Accounts in the drawer labelled
Household in your filing cabinet, you must enter which drive and/or folder you want your
file to be saved in and enter in a filename for your spreadsheet.

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2.3. Formulas and Functions

Entering simple formula

Formulas involve making calculations similar to any business document, but using cell
references instead of the actual amounts. Look at the spreadsheet on your screen. It is
clear that you must multiply the Quantity with the Price in order to produce the Cost.
Normally we would write such a calculation as 36 x 25.99.

In Excel you must use the = sign, the multiplication sign *, and cell references to calculate
this formula in your spreadsheet. All formulas must begin with the = sign.

AutoSum key
You can achieve the same result as above by using the shortcutAutoSumbutton on the
Home tab Ribbon.
Percentages
Using percentages is one of the most important calculations in Excel.
Averages
Normally, to create an average, you add up the amounts that you want to calculate the
average of and divide them by the number of entries you have, eg 2+4+6+3+5=20. There
are five entries so the average is 20 divided by 5 = 4

Excel makes it very easy – it gives us a FUNCTION =AVERAGE.

Auto Fill
Up till now you have been typing formulas in each cell, and this has been good practice.

As you noticed in the previous Activity, it was necessary for you to enter in formulas for all
of the Totals and Averages. This is really good practice, however the more times you have
to enter data, the more likely you are to make a mistake. To overcome this there is a
function called Fill Handle that removes the need for repetitive work.

The fill handle is used to copy down the contents from one cell to other cells, whether they
are formulas or other data.

The fill handle is the small black square in the bottom right hand corner of a selected cell.
When you put your cursor on this small black square, the
pointer changes to a black cross. To copy contents to cells
below the cell or to fill in a series, such as dates, drag the fill
handle while it is in the shape of the cross.

To display a shortcut menu that contains fill options, hold down the right mouse button as
you drag the fill handle.

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Be careful not to confuse the fill handle with the white selection cross or with the
moving cross. The white selection cross appears when you rest your mouse on a cell
without clicking. This is used to select a cell or a number of cells.

The moving cross appears when you move to the edge of a cell and four
arrows appear. This arrowed cross is used to move the contents of a cell to
another cell.

To get the black cross, you must click on a cell border and then rest your mouse pointer
on the small black square in the bottom right hand corner of the cell.

The fill handle is not only used to copy formulas, but also to copy a series across cells, such
as numbers that go up by increments, days of the week, months and so on.

Auto Fill Options


When you are filling, a small options button will appear
called Auto Fill Options, click on the down arrow on this
button if you want to use any of the options.

Cell Addresses / Referencing


A cell address or reference identifies a cell or a range of cells in a worksheet. These
include the following:

Types of cell addresses


 Relative cell referencing

The structure of the formula remains the same when it is copied to other cells but the cells
change relative to the position of the formula.

E.g. Consider the formula =A1+B1 entered in C1. What happens when it is copied into B2
through B10?

 Absolute cell referencing

When a formula is copied to other cells, the cell references remain unchanged. A dollar
sign is placed before the column and the row

e.g. $B$20

 Mixed cell referencing

Either the column or the row is absolutely referenced but not both

e.g. $B20, B$20

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Summary of Formulas and Functions
Simple Formulas
Add two cells =A2+B2 Adds cell A2 and B2
Multiply two cells =A2*C2 Multiplies cell A2 by cell C2
Divide one cell by =A2/D2 Divides cell A2 by cell D2
another

Subtract one cell =A2 – A3 Subtracts cell A3 from cell A2


from another

Functions
Adding more than two =SUM(B5:B10) Adds all cells between B5 and B10
cells

Finding the average of a =AVERAGE(B5:B10) Finds the average of Cells B5 to


groups of cells B10

Maximum =MAX(B5:B10) Finds the largest amount between


cells B5:B10

Minimum =MIN(B5:B10) Finds the smallest amount between


cells B5:B10

Percentage =15%*A4 OR Finds what is 15% of the contents


=A4*0.15 of cell A4

=115%*A4 OR Produces an amount with an


=A4+(15%*A4) increase of 15% of the original
amount.

=85%*A4 OR Produces an amount with a


=A4 -(15%*A4) decrease of 15% of the original
amount.

Count =COUNT(B5:B10) Finds out how many Numbers there


are between cells B5 and B10

Today =TODAY() Shows today’s date


Now =NOW() Shows today’s date and time

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2.4. Accessing Help in spreadsheet
 Just type your query in the Tell me what you want to do box. From the search
results, you can quickly get to features you want to use or actions you want to
perform. For help content on your search phrase, click the option Get Help on
"search phrase".

 You can also access Help from the File menu. In any Office app, Click File and
in the top right corner, click the familiar? Button.

 Or use the F1function key anytime to open the Help Viewer window for the
Office app you are working on.
By default Excel Help loads in a browse format which gives you a range of
topics you can choose from by the click of a button.
The first two buttons across the top of the help screen allow you to move back
and forward through your result pages.

The next two are there to help when you are working on-line.

The Home button will take you back to the beginning screen you see when you

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load Help.

The next group of buttons, across the top of the help screen, allows you to print,
change your font size, show the table of contents and keep the Help screen on
top. It is interesting to note that you can work in Excel with the help screen open
which is helpful for following the instructions in Help.

To search for a specific topic, click in the search box.

At the bottom right hand corner of the Help screen you will be notified if you
are working Off-Line or On-Line. If you are working off-line you have access to
the built in help topics. If you are working on-line then you will have access to
the full help of Microsoft Office.

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Operation sheet 2.1 Use a worksheet

 Operation Title: Customize worksheets


 Purpose:To create, rename,delete, copy/move worksheet
 Instruction:Follow the procedures below
 Tools and requirement:
1. This operation sheet
2. Resource files
3. a computer with spreadsheet software
 Precautions:
 Procedures in doing the task.

Step 1. Open your spreadsheet program.

Step 2. Go to File/New, then in the dialogue box select ‘Blank workbook’.

Step 3. The bottom of the screen shows three tabs for the three worksheets
this blank workbook contains. (By default, a new workbook
usually has one worksheets, but you can add more or delete some.)

Step 4. Right-click on the Sheet1 tab and select ‘Rename’ from the pop-up
menu. Type ‘January’ and press Enter.

Step 5. The first sheet should now be named January.

Step 6. Right-click on the Sheet1 tab and select ‘Insert’ from the pop-up
menu. Select ‘Worksheet’ from the dialogue box and press OK.

Step 7. An extra worksheet should have been added to the workbook.

Step 8. Rename the second sheet ‘Feb’, the third ‘Mar’ and the fourth
‘Apr’.

Step 9. Right-click on the ‘Mar’ tab and select ‘Delete from the pop-up
menu. ‘Mar’ Tab should have been deleted from workbook.

Step 10. Right-click on the ‘Apr’ tab and select ‘Move or Copy’ from the
pop-up menu. Select ‘Feb’ Tab.Then where you want to place the
copied worksheet. Tick Check the box for the Create a copy option
at bottom of pop-up menu, then click OK.

Step 11. You are found copyApr on workbook

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Step 12. Save the workbook by selecting File/Save As and giving it the
filename ‘Wages’. Make sure you save the file to your ‘Projects’
folder on my document or your USB thumb drive.

Step 13. Close the file (File/Close).

Operation sheet 2.2 Use a worksheet

 Operation Title: Text formatting


 Purpose: To formatting data on worksheet
 Instruction:Follow the procedures below
 Tools and requirement:
1. This operation sheet
2. Resource files
3. a computer with spreadsheet software
 Precautions:
 Procedures in doing the task.

Step 1. Open the file formatting.

Step 2. Select cells A4 to D4. Click the Bold button on the Formatting
toolbar.

Step 3. Repeat for cells A19 to D19 and cells C27 to D27.

Step 4. Select cells C17 to D17. Click the Italics button on the Formatting
toolbar.

Step 5. Repeat for cells C25 to D25 and cells C27 to D27.

Step 6. Select cells A1 to D1. Click the Merge and Centre alignment button
on the Formattingtoolbar.

Step 7. Select cells B4 to D4. Click the Centre alignment button on the
Formatting toolbar. Repeatfor cells B19 to D19.

Step 8. Select cell C17. Click the Align Right button on the Formatting
toolbar. Repeat for cells C25and C27.

Step 9. Select cells A5 to A15. On the menu bar, go to Format/Cells

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(shortcut Ctrl+1).

Step 10. When the Format Cells dialogue box appears, click on the
Alignment tab (if it’s not alreadyselected).

Step 11. Use the up arrow key to increase the indent to 2.

Step 12. Repeat for cells A20 to A23.

Step 13. Select cell A1. Click the Font Size drop-down menu on the
Formatting toolbar, and choose14 point.

Step 14. Select cell A1 again. Click the Font Colour drop-down on the
Formatting toolbar, andchoose a dark colour.

Step 15. Repeat for row 4 and row 19. (Clicking on a row number on the left-
hand side of the screenwill select the whole row).

Step 16. Select cells A4 to D4. Click the Fill colour button on the Formatting
toolbar, and select apale colour. Repeat for cells A19 to D19 and for
cell A1.

Step 17. Select cell A1. Click the Borders drop-down menu on the
Formatting toolbar, and choosethe Outside borders button.

Step 18. Repeat for Cells C27 to D27.

Step 19. Select cell D17. On the menu bar, go to Format/Cells.

Step 20. When the Format Cells dialogue box appears, click on the Number
tab.

Step 21. Select Currency. Check that the Decimal places window is showing
‘2’, and click OK.

Step 22. Repeat for cells D25 and D27.

Step 23. Save your file

 Quality Criteria:Your worksheet should now look something like this

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 Precautions: use the formatting file from resource folder.

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Operation sheet 2.3 Formulas and functions

 Operation Title: Basic formulas


 Purpose:Applying basic formulas in worksheet
 Instruction:Follow the procedures below
 Tools and requirement:
1. This operation sheet
2. Resource files
3. a computer with spreadsheet software
 Precautions:
 Procedures in doing the task.

Step 1. Open a new workbook (go to File/New/Workbook).

Step 2. Save the workbook by going to File/Save as and giving it the file
name ‘Formulas 1’.

Step 3. In cell B5, type 12. In cell C5, type 6.

Step 4. Note: Before entering a formula, you must select the cell where
you want the result ofthe calculation to appear.

Step 5. All formulas in a spreadsheet must start with an equals sign (=).
When you type an equal’s sign into a cell, the program knows to
treat whatever follows as a formula.

Step 6. In cell D5, type =b5+c5 and press Enter. Cell D5 should now
contain the sumof cells B5 and C5.With cell D5 selected, look at
the formula bar. It should show the formula in that cell.

Step 7. Note: Capital and lower-case letters don’t matter in formulas.


Whether you type ‘b5’or ‘B5’ in a formula, the program will treat
them the same.

Step 8. Select cells B5 and C5 and drag downwards to fill the next four
rows (down to row 9).

Step 9. Select cell D6. Type = (the equals sign) and then click on cell B6.
Type + (the plus sign)and then click on cell C6. Press Enter.

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Step 10.Cell D6 should now contain the sum of cells B6 and C6.Note that
when you were entering the formula, clicking on a cell resulted in
the something as typing the cell’s address – it was entered into
the formula. That’s the easy way to do it.

Step 11.Select cell D7. Type = and then click on cell B7. Type - (the
minus sign) and then click on cell C7. Press Enter.

Step 12.Do the same thing in cells D8 and D9, but make the formula
multiply ( * ) and divide ( / )the two preceding cells.

 Quality Criteria:You should end up like this.

 Precautions: The result D should be 18, 18, 6, 72, 2

Operation sheet 2.4 Formulas and functions

 Operation Title: functions


 Purpose: Applying basic functions in worksheet
 Instruction:Follow the procedures below
 Tools and requirement:
1. This operation sheet
2. Resource files
3. a computer with spreadsheet software

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 Precautions:
 Procedures in doing the task.

Step 1. Open the file Rows and columns from resource folder.

Step 2. Select cell B15.

Step 3. Click on the Functions button.

Step 4. From the ‘Or select a category’ list, select All. In the ‘Select a
function’ box, select Average, then click OK.

Step 5. The spreadsheet program assumes you want to find the


average of cells B5 to B14. This includes the total in B13,
which would skew the average.

Step 6. Override this by changing the B14 in the dialogue box to


B12, then click OK.

Step 7. The spreadsheet program has found the average revenue for
all branches for January. Find the averages for the other
months by grabbing the handle of cell B15 and filling its
contents across to the right.

Step 8. Select cell H18.

Step 9. Click on the Functions button and, from the Statistical


category, select Max.

Step 10. Change the suggested function arguments in the dialogue box
by clicking and dragging so that you select the cells from B5
to G12. Click OK.

Step 11. The spreadsheet program has found the cell in that range that
holds the largest number.

Step 12. Repeat the steps to find the lowest revenue by using Min
function.

Step 13. Save and close the file

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Operation sheet 2.5 using a worksheet

 Operation Title: Adjust Rows and columns


 Purpose:Row heights and column width can be adjusted
 Instruction:Follow the procedures below
 Tools and requirement:
1. This operation sheet
2. Resource files
3. a computer with spreadsheet software
 Precautions:
 Procedures in doing the task.

Step 1. Open the file Rows and columns.

We’re going to amend this worksheet to include the figures


for June.

Step 2. Right-click anywhere in column G. From the pop-up menu,


select Insert.

Step 3. From the choices available, select Entire column, then click
OK.

Step 4. The data that was in column G is now in column H, and we


have a new, empty column G.

Step 5. Select cells E4 and F4, and fill their contents across to G4
(the heading should be ‘Jun’).

Step 6. Click on H5 to see the formula in that cell – at the moment


it’s =SUM (B5:F5).

Step 7. In cell G5, type 1234567 (Perth’s revenue for the month of
June). Then press Enter.

Step 8. The total for row 5 has updated. If you click on cell H5,
you’ll see that the formula has automatically updated to
include our new column.

Step 9. Put some data in the rest of column G’s cells. Make them

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seven-digit figures so that the data remains meaningful.

Step 10. Select cell F12 and fill the formula across to cell G12 (i.e.
drag the cell’s handle).

Step 11. Right-click anywhere in row 8. From the pop-up menu, select
Insert.

Step 12. From the choices available, select Entire row, then click OK.

Step 13. The spreadsheet program has moved all the data below down
one row, so we now have an empty row 8.

Step 14. Type the word ‘Canberra’ in cell A8.

Step 15. Type 1234567 into cell B8.

Step 16. To save time, rather than type figures into the rest of
Canberra’s Feb to Jun cells, just usethe Fill function to fill
January’s figures across to June (very steady sales in
Canberra!).

Step 17. Select cell H7, and fill its formula into cell H8.

Notice that grand total in cell H13 is automatically updating each time
you add data to the worksheet.

Setting column widths

Step 1. Right-click on the letter ‘F’ at the top of column F.

Step 2. From the pop-up menu, choose Column width and change the
width from 11 to 8, then click OK.

Notice how some of the data in column F has turned to hash


symbols (######). This is because the program can’t fit the data
in those cells into the narrower column width.

Step 3. We could fix the width of the column by entering a different


width (as we did above), but we’ll do it differently.

Step 4. Hover the cursor over the border between the ‘F’ and the ‘G’ at
the top of column F. Notice that the cursor changes to a double-
headed arrow.

Step 5. Left-click and hold. A box appears showing the width of column
F. Drag the cursor to the right until the box shows 15.00, then let
go. The column is now wider than it was to start with.

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Step 6. Double-click on the border between the ‘F’ and the ‘G’ at the top
of column F. The column is automatically resized to suit the
widest data in it.

Step 7. To test this, click on cell D20 and type some characters so that
they spill well to the right of the cell.

Step 8. Go to the top of column D and double-click its right-hand border.


The column will resize itself to fit the data in cell D20.

Step 9. Delete the data in cell D20 and resize the column width using the
double-click method.

Setting row heights

You probably won’t be surprised to learn that row heights can be adjusted too.

Step 1. Select row 13 by right-clicking on the ‘13’ at the left-hand edge


of the worksheet. From the pop-up menu, select Row height and
change the value to 20, then click OK.

Step 2. Row 13 is now higher than it was.

Step 3. Hover the cursor between the ‘13’ and the ‘14’ on the left-hand
side of the worksheet. Click and drag downwards, then let go.
You’ve manually changed the row height.

Step 4. Select an empty cell in row 20. Type a small number into it (such
as 23).

Step 5. With the cell still selected, change the font size to 24 point.

Notice that the row height has automatically increased to fit the
larger font size.

Step 6. Compare this to column widths, which may need to be manually


increased after a large number has had its font size increased.

Step 7. Save the file, then close it.

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Operation sheet 2.6 Access help

 Operation Title: Add a help shortcut to the Quick Access Toolbar


 Purpose: Add a help shortcut to Quick Access Toolbar to get easily
 Instruction:Follow the procedures below
 Tools and requirement:
1. This operation sheet
2. Resource files
3. a computer with spreadsheet software
 Precautions:
 Procedures in doing the task.

Step 1. Select File > Options > Quick Access Toolbar.


Step 2. Under the dropdown where it says Choose commands from,
select All Commands.
Step 3. Select Help from the list of commands to add to the Quick
Access Toolbar.
Step 4. Click Add.

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Step 5. When you're done, click OK. The shortcut to help will be added
to your Quick Access Toolbar in the upper-left corner.

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Unit Three: Produce simple charts

This learning guide is developed to provide you the necessary information regarding the
following content coverage and topics:
 Introduction to chart
 Create chart
 Customize and organize chart
This guide will also assist you to attain the learning outcomes stated in the cover page.
Specifically, upon completion of this learning guide, you will be able to:
 Identify types of chart
 Create chart
 Customize and organize chart

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3.1. Produce simple charts

Charts
Charts provide a visual representation of statistical data.The numerical data
contained in columns and totals and percentages can be rather daunting for an
audience to understand. The power of an appropriate chart is that the use of chart
devices will give the audience or reader a visual representation of the data. The
information represented via the use of a chart is easier to explain and quicker to
understand. As they say "a picture says a thousand words".

Types of charts.
I. Column chart

Useful for comparison. In the 3-dimensional chart below we are comparing the
scores for each match by player.

II. Bar chart

This is similar to a Column Chart. Below is a 2-dimensional bar chart showing


the same information as above.

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III. Pie chart

Shows the proportions of individual components compared with a whole. In the


3-dimensional example below, the scores have been converted to a percentage of
the whole.

IV. Line Chart

Used for comparing separate sets of data. In the chart below you can see that Ian
is improving overall, whereas David is not.

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Those are some of types of chat listed above.

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Operation sheet 3.1Produce simple charts

 Operation Title: Charts


 Purpose: Create and modify charts
 Instruction:Follow the procedures below
 Tools and requirement:
1. This operation sheet
2. Resource files
3. a computer with spreadsheet software
4. printer with A4 paper
 Precautions:
 Procedures in doing the task.

Step 1. Open the file Rows and columns.

Step 2. Select cells A4 to G11. This range includes the branch names, the
months, the sales figures and the branch totals (a deliberate mistake
which we’ll fix later).

Step 3. Click the Chart Wizard button (on the Standard toolbar). (The
Chart Wizard button might be in a different place in your
spreadsheet program. If you can’t find it, ask your trainer for help.)

A dialogue box will appear, showing a range of chart types.


Clicking on one of these reveals several sub-types. The first sub-
type will already be highlighted.

Step 4. Press the ‘Press and hold to view sample’ button, and a preview of
what the chart would look like using that sub-type appears.

Step 5. Experiment with various chart types and sub-types. Some chart
types will be inappropriate for the type of data to be used. For our
current spreadsheet, the ‘Clustered Column’sub-type will be best.
Select this, then press the Next button.

Step 6. Press the Next button again, then next again, then the Finish button.

The chart should appear, superimposed on the spreadsheet.

Step 7. Save the file with the ‘Save as’ command, and give it the name

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‘Rows and columns with chart’, but don’t close the file.

Note the following.

 The cell range you selected is highlighted with three


coloured boxes (if you look carefully).

 The Value axis at the left-hand side of the chart shows


dollar amounts.

 The Category axis at the bottom shows the branches.

 The legend shows the colour-coded months.

 You can move the chart around or resize it, just like any
other graphic.

You can edit the chart, which we’ll do now.

Because we selected data in column G (the branch totals), the chart is


skewed (the Totals data is forcing the monthly data to appear too
small).

Note: You may need to shift the chart if it’s in the way of the spreadsheet
data.

Step 8. On the spreadsheet, ‘grab’ the bottom right-hand handle on the blue
box and move it to the left so that only columns A to F are selected.

The chart automatically updates, and now shows the data more
meaningfully.

You can now see how useful charts can be. We can see at a glance which
branch had the most sales, and in which month, etc. We can also
see that some branches’ January figure was their highest, while for
some it was their lowest. Very interesting to the general manager!

Step 9. Try right-clicking on various parts of the chart – pop-up menus for
those parts will appear.

Step 10. Right-click on the Legend at the right-hand side. Choose Format
Legend and, from the choices available, change the border colour
and line weight and the font size and font. Click OK. The legend
now looks different.

Step 11. Do something similar to the Category axis (across the bottom of the
chart).

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Step 12. Right-click and select Format Axis for the Value axis at the right-
hand side of the chart.

Step 13. Select the Number tab, then Currency from the category. Choose
the $ symbol and reduce the decimal places to zero. Change the
font, font colour and alignment if you want. Then click OK.

Step 14. Right-click in a blank area just inside the chart border, and select
Format Chart Area.

Step 15. Change the border of the chart, and select a pale colour in the Area
options section. Click OK. Now our chart’s looking quite good,
but it still lacks a title!

Step 16. Click in a clear area, and choose Chart Options.

Step 17. Give the chart a title (perhaps ‘Sales figures’) and try other
options, including selecting the two options on the data table tag.

Step 18. Move the chart across so that it’s under the data in the spreadsheet,
then resize it so it fits on the page.

Step 19. Click anywhere in row 1 and click Print Preview. Your chart
would be printed on top of your spreadsheet.

Step 20. Press the Escape key, then select the chart. Press Print Preview
and you will see that just your chart would be printed.

Step 21. Save and close the file.

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Operation sheet 3.2 Create and print a
spreadsheet

Task 1 Shown here is some data for the 10 house contracts your company has
carried out this year. Create a spreadsheet containing the headings,
names and Figures shown.

Task 2 In the appropriate cells, enter formulas to calculate the following


missing information for each contract:

• profit of 11% on the estimated cost

• contract price (estimated cost + profit)

• actual profit (contract price – actual cost)

• profit % made (actual profit ÷ actual cost)

• totals (four cells only)

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• Averages (five cells only).

Task 3 Save your spreadsheet with the name “Test 2’.

Unit Four: finalize spreadsheet

This learning guide is developed to provide you the necessary information regarding the
following content coverage and topics:
 Prepare to print
 Finalize spreadsheet
This guide will also assist you to attain the learning outcomes stated in the cover page.
Specifically, upon completion of this module, you will be able to:
 Prepare to print
 Finalize spreadsheet

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4.1. Preparing to print

Adjusting content
On occasion, you may need to make small adjustments from the Print pane to fit your
workbook content neatly onto a printed page. The Print pane includes several tools to
help fit and scale your content, such as scaling and page margins.
Types of page orientation:
Excel offers two page orientation options: landscape and portrait. Landscape orients
the page horizontally, while portrait orients the page vertically. In our example, we'll
set the page orientation to landscape.
Navigate to the Print pane.
Select the desired orientation from the Page Orientation drop-down menu. I we'll
select Landscape Orientation.

I. The page can be changed in to Landscape orientation

To fit content before printing:


If some of your content is being cut off by the printer, you can use scaling to fit your
workbook to the page automatically.

Navigate to the Print pane. In our example, we can see in the Preview pane that our
content will be cut off when printed.

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Select the desired option from the Scaling drop-down menu. In our example, we'll
select Fit All Columns on One Page.

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The worksheet will be condensed to fit onto a single page.

Keep in mind that worksheets will become more difficult to read as they are scaled
down, so you may not want to use this option when printing a worksheet with a lot of
information. In our example, we'll change the scaling setting back to No Scaling.

To include Print Titles:


If your worksheet uses title headings, it's important to include these headings on each
page of your printed worksheet. It would be difficult to read a printed workbook if the
title headings appeared only on the first page. The Print Titles command allows you to
select specific rows and columns to appear on each page.

I. Click the Page Layout tab on the Ribbon, then select the Print
Titles command.

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II. The Page Setup dialog box will appear. From here, you can
choose rows or columns to repeat on each page. In our example, we'll repeat a
row first.
III. Click the Collapse Dialog button next to the Rows to repeat at top: field.

IV. The cursor will become a small selection arrow, and the Page Setup dialog box
will be collapsed. Select the row(s) you want to repeat at the top of each printed
page. In our example, we'll select row 1.

V. Row 1 will be added to the Rows to repeat at top: field. Click the Collapse
Dialog button again.

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The Page Setup dialog box will expand. To repeat a column as well, use the same
process shown in steps 4 and 5. In our example, we've selected to repeat row 1 and
column A.
When you're satisfied with your selections, click OK.

In our example, row 1 appears at the top of every page, and column A appears at the left
of every page.

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To adjust page breaks:
Click the Page Break Preview command to change to Page Break view.

Vertical and horizontal blue dotted lines denote the page breaks. Click and drag one of
these lines to adjust that page break.
A margin is the space between your content and the edge of the page. Sometimes you
may need to adjust the margins to make your data fit more comfortably. You can
modify page margins from the Print pane.
Navigate to the Print pane.
Select the desired margin size from the Page Margins drop-down menu. In our
example, we'll select Narrow Margins.

The new page margins will be applied


You can adjust the margins manually by clicking the Show Margins button in the
lower-right corner, then dragging the margin markers in the Preview pane.

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4.2. Finalizing spreadsheet

Printing
As we’ve already seen, clicking the Print Preview button lets you to see what
yourprinted spreadsheet will look like. This allows you to check and adjust the format,
etc,without wasting paper.

Once you’re ready to select the Print function (shortcut Ctrl+P), you’ll be presented
witha dialogue box that allows you to choose various options, including:

 which printer to use (if there is more than one available printer)

 how much of the document to print (all of it or just certain pages)

 How many copies to print.

The Properties button opens another dialogue box with options for the printer
youselected.

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Activity 14.5 Print preview

1. Open the file Print preview.

2. Press Ctrl+Home to move to cell A1, and then zoom out. This will give you an idea
of how big the spreadsheet is.

3. Click Print Preview. You’ll see that this spreadsheet would actually run across
several pages if it was printed (but don’t worry about that for now).

4. Press Escape to get back to the edit screen.

5. Go to the View menu. This will give you some choices in a drop-down box.

6. Select Page Break Preview. This will show you where the page breaks are (the way
you saw in Print Preview).

7. Click and drag the blue lines around a bit (don’t worry – you can’t break anything!),
then click on Print Preview again. You’ll see that the data on the spreadsheet will be
spread around the various pages differently. In other words, you can tell the program
how much data to put on each page.

8. Close the file without saving it.

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