Excel 365 For Beginners and Advanced Learners A Step by Step Practical Guide To Master Excel
Excel 365 For Beginners and Advanced Learners A Step by Step Practical Guide To Master Excel
PETER JOHN
LEGAL NOTICE
The information contained in this book is for information and educational
purposes. No part of this book may be duplicated, transmitted, or
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permitted by copyright law.
Copyright © 2021 Peter John
All Rights Reserved
TABLE OF CONTENT
LEGAL NOTICE
INTRODUCTION
CHAPTER ONE
INTRODUCTION TO OFFICE 365
Why Should You Use Office 365?
Versions of Microsoft Office 365
CHAPTER TWO
INTRODUCTION TO MICROSOFT EXCEL 365
What is Excel 365?
Features of Excel 365
Importance of Using Excel 365
CHAPTER THREE
GETTING FAMILIAR WITH EXCEL SCREEN INTERFACE
Excel’s Start Screen
Excel’s Workbook User Interface
Navigating Through the Excel Ribbon
Components of Excel Ribbons
Customizing the Quick Access Toolbar
CHAPTER FOUR
UNDERSTANDING THE BASICS OF EXCEL
What is a workbook
What is a Worksheet
Understanding Columns, Rows, and Cell Address.
The Kinds of Data a Worksheet Accepts
Hints to Observe Before Entering Data
Entering Data into the Cells
Editing Your Worksheet Data
Copying and Moving Data in a Worksheet Cells
Moving Around in a Worksheet
Applying Formatting to Numbers
Displaying Numbers with a Thousand Separator (Comma)
Displaying Numbers with Currency Symbols
Displaying Numbers as Percentage
Changing the Date Format in your Cell
Changing the Time Format in your Cell
The Flash Fill Command
Combining Data Using the Flash Fill
Extracting Data with Flash Fill
The AutoFill Command
Entering a Series of Value Using AutoFill
Copying Data Using the AutoFill
Saving a File
Saving a File for the First Time
The Document Auto Recovery Command
Learning Data Validation
Applying the Data Validation to Cells
Transferring the Data Validation to Other Cells in the Worksheet
Removing the Data Validation From your Cells
Filtering Data in Excel
Grouping of Data in Excel
CHAPTER FIVE
FORMATTING AND MANAGING THE WORKSHEET
Numbers and Text Alignment in Rows and Columns
The Vertical Alignment
The Horizontal Alignment
Changing Text and Number Orientation
Wrapping Text in Your Worksheet
Merging Cells
Inserting Rows and Columns
Inserting a Row
Inserting a Column
Deleting Rows and Columns
Adjusting Rows and Columns Size
Adjusting the Height of the Row
Adjusting the Column Width
Changing the Column Width to Automatically Fit the Contents
Changing the Row Height to Automatically Fit the Contents
Resizing All Columns and Rows to Fit the Data or Content
Freezing and Splitting Rows and Columns
Freezing Your Rows and Columns
Unfreezing Panes Rows and Columns
Splitting in Worksheet
Hiding and Unhiding the Rows and Columns
Hiding the Columns
Unhiding the Columns
Hiding the Rows
Unhiding the Rows
Managing Your Worksheet
Renaming Your Worksheet
Selecting Worksheets.
Rearranging Worksheets
Inserting a New Worksheet
Copying a Worksheet
Deleting a Worksheet
Adding Color to the Worksheet Tab
Using the Comments in Your Worksheet
Adding Comment to Your Worksheet
Viewing the Comment on the Your Worksheet
Editing a Comment in Your Worksheet
Deleting a Comment
Showing or Hiding All Comments
Showing or Hiding Comments Individually
Hiding Your Worksheet
Protecting Your Worksheet
CHAPTER SIX
CUSTOMIZING THE WORKSHEET
Changing the Worksheet Theme
Changing the Theme Color
Changing the Theme Fonts
Changing the Theme Effects of Your Worksheet
Changing the Font, Font Style, and Font Size
Changing the Font of Your Worksheet
Changing the Font Style of Your worksheet
Changing the Font Size of Your Worksheet
Changing the Font Color of Your Worksheet
Changing the Cell Background Color of Your Worksheet
Applying Borders to Your Worksheet
Removing Border from Your Worksheet
Removing Gridlines From Your Worksheet
Changing the Color of Gridlines in a Worksheet
Using the Cell Styles in Your Worksheet
Applying Cell Styles to Your Worksheet
Creating a Custom Cell Style
Creating a Cell style by Modifying an Existing cell Style
Duplicating an Existing Cell Style
Removing Cell Styles from a Worksheet
Deleting a Cell Style from a Worksheet
CHAPTER SEVEN
THE EXCEL FORMULA AND FUNCTIONS
What is a Formula
What is a Function
Getting Familiar with The Formula Tab
Categories of Data Excel’s Formula Accepts
Inserting Formulas into your Worksheet
Editing the Formula
Understanding the Formula Operators
The Order of Operator Precedence in Excel Formulas
Manipulating the Order of Precedence Using the Parentheses
Cell Referencing
Types of Cell References
Relative References
Absolute Cell Reference and Multiple cell Reference
REFERENCING OTHER WORKSHEETS IN A WORKBOOK
How to Copy Formula from One Cell to Another
Copying Formula Down a Column
Copying a Formula Down a Column Without Copying the Formatting
Copying Formula to the Entire Column
Copying Formula to Non-adjacent Cells/Range
Entering a Formula into Multiple Cells with a Single Key Stroke
Copying Excel Formula Without the Formatting Using the Copy & Paste Features
Dealing with Errors in Your Formula
Excel Formula Error Messages
Using the Error Checker Button
Tracing Cell References
Tracing Precedents
Tracing Dependents
Working with a Function
UNDERSTANDING THE FUNCTIONS ARGUMENTS
Locating the Arguments in a Function
Taking a Look at Commonly Used Functions in Excel
SUM for Adding Up Data
AVERAGE for Averaging Data
Deriving the function of a Cell Using FORMULATEXTS
Counting the number of Data Items Using COUNT
Counting All Data Type Using the COUNTA
Counting Blank Spaces Using COUNTBLANK
CONCATENATE for Combining Values
Finding the Lowest Number Using MIN
Finding the Highest Number Using MAX
Counting Text Characters with LEN Function
Changing the Orientation of the Cells With TRANSPOSE
Capitalizing the First Letter of your Text String with PROPER
Removing Spaces With TRIM
Finding the Position of a Substring in a Text String Using the SEARCH Function
Finding the Position of a Substring in a Text String Using the FIND Function
Making Logical Comparison with Values Using the IF Functions
Checking the Current Date and Time with TODAY and NOW
CHAPTER EIGHT
TABLES AND CHARTS IN EXCEL
Creating a Table
Changing Your Table Style
Removing the Table
Renaming a Table
Filtering the Data in Your Table
Grouping of Data in Your Table
Sorting Out Data in Your Table
Adding Slicer in Your Table
Creating Pivot Table
Inserting Recommended PivotTable in Your Data
Working with Charts in Excel
Types of Charts
Creating a Chart with Your Data
Changing the Chart Styles
Changing the Chart Layout
Changing the Chart Types
Switching the Rows and Columns in Your Chart
Moving Your Charts from One Worksheet to Another
Creating Pivot Chart
CHAPTER NINE
SOLVING COMMON PRINTING PROBLEMS IN EXCEL
Changing the Excel Worksheet Orientation Before Printing
Printing One or Several Worksheets
Printing an Entire Workbook
Printing a Selection
Printing Excel Tables
Printing Charts Without Worksheet Data in Excel
Printing Formula in Excel
Printing Gridlines in Excel Worksheet
Printing Out Comment in Excel
Setting the Print Area Before Printing
Inserting the Page Break Before Printing Excel Worksheet
Using the Preview Option Before Printing Your Worksheet
Scaling to Fit Before Printing Your Worksheet
CHAPTER TEN
EXCEL SHORTCUTS
Editing Shortcut
Navigation shortcuts
File shortcuts
Formula shortcuts
Paste special shortcuts
Ribbon Navigation shortcuts
Clear shortcuts
Selection shortcuts
Data editing shortcut
Data editing (inside a cell) shortcuts
Other shortcuts
CHAPTER ELEVEN
TIPS AND TRICKS
Removing Duplicates Values from Your Worksheet
Deleting Error Cells
Changing Negative Values to Positive Values in Your Worksheet
Disabling the Excel Start Screen
How to Make Excel Show leading Zero?
Changing the Screen Background of Your Excel Environment
Locking a File with a Password
Saving Excel File as a PDF
CONCLUSION
INDEX
INTRODUCTION
Microsoft Excel 365 is an offshoot of Office 365, which in no small way
exceed the traditional Excel in term of features and capabilities.
It is no doubt that Excel is the leading spreadsheet program among every
other spreadsheet program, and it is widely used by small and large scale
business.
Excel 365 offers multiples features that allow users to carry out various
operations such as calculations, graphs, and charts, tables, statistics,
finance, data management, forecasting, track inventory, macro
programming, etc.
With the use of Excel 365, you get to access your documents anytime
anywhere provided you have a strong internet connection.
However, if you are posed with the problems on how to use Excel
proficiently, this book is a must for you. This book contains the
foundational knowledge of Excel with practical instructions to follow.
As you lay your hands on this book, I can assure you that you have just
made a good decision to learning and acquiring quality skills in Excel.
Without wasting any time, let’s dive into this book fully.
CHAPTER ONE
Before we begin to dive into Excel 365 fully, we must have in-depth knowledge
about Office 365.
Office 365 is a subscription-based version of the Microsoft Office Suite, which
contains the same applications as the traditional versions of Office such as
Word, Excel, PowerPoint, Outlook, OneNote, and depending on the plan
subscribed to, you may get to use other applications and services such as
Publisher, Planner, OneDrive, Exchange, SharePoint, Access, Skype, Yammer,
and Microsoft Teams.
Office 365 which was launched in 2001, was the first cloud application of
Microsoft Office and generates applications, services, and data hosted in
Microsoft’s servers.
Unlike the traditional Office Suite, Office 365 does not need to be installed for
it to run. Also, Office 365 does not need any physical storage to store its
information because it has an email hosting and a cloud storage space that
allow the users to host their files online, and gain access to them, anytime and
anywhere in as much they have an internet connection.
Before we go deep into the basic operations of Excel 365, we must first learn
what Excel 365 is all about, its features, and its importance.
Quick Access Toolbar: This tool is located above the Excel ribbon and by
default, it contains commonly used commands such as Save, Undo, and, Redo.
This Quick Access Toolbar can be customized by adding any other commonly
used command to it, by clicking on Customize Quick Access Toolbar button
located beside the Quick Access Toolbox button
Formula Bar: The Formula bar is located at the top of the Excel
worksheet window. The Formula bar has three parts; the cell name, the
Formula bar button, and the contents of the currently selected cell.
Worksheet Area: This is the area that contains all the cells in the
current worksheet. The worksheet is identified by column headings
with letters at the top, and rows headings with numbers at the left edge,
with tabs for making selections.
Status Bar: The Status bar keeps you abreast of the current mode of the Excel
worksheet you are engaged with. The Status bar also contains the worksheet
views and the Zoom tool for zooming in and out of the worksheet.
Windows Controls: The Window controls are used to control the main Excel
window. The Window controls contain three buttons; maximizing the window,
restoring the window, and closing the window.
Groups
The groups contain related commands buttons which are arranged into
subtasks. Each contains buttons, sub-menu, and dialog launchers.
Command Buttons
These are tools in the group that are used to execute an action in the worksheet.
The command buttons in the tab are organized into mini-toolbars.
You can add more commands to the Quick Access Toolbar by clicking on the
Customize Access Toolbar button located beside the Quick Access Toolbox
button.
By default, the Quick Access Toolbar is located at the top left corner of the
Excel application, and it can also be moved under the Ribbon area by clicking
on the Customize Access Toolbar and then click on Show Below
CHAPTER FOUR
What is a Worksheet
A worksheet is a collection of organized cells in rows and columns, where data
are stored, updated, and manipulated. A worksheet contains 1048576 rows and
16384 columns. The worksheets are also known as spreadsheets.
To create a new worksheet, click on the plus sign at the bottom of the document
window.
Understanding Columns, Rows, and Cell Address.
Rows: Rows are part of the Excel worksheet identified by numbers ranging
from 1 to 1048576. The total number of rows in Excel is 1048576.
Columns: Columns are part of the Excel worksheet identified by letters from A
to XFD. The total number of columns in Excel is 16384.
Cell Address: The Cell address otherwise known as the cell reference is an
alphanumeric value used in identifying a specific cell in the worksheet. Each
cell address contains one or more letters followed by a number.
Clicking on the Formula Bar: One of the ways to enter the data into
the cell is to click on the formula bar.
You can also put the cell in the edit mode by pressing F2
Start typing the new entry over it and the new entry will replace the
original entry.
Start typing the new characters and then click on Enter button to
complete the editing changes
Copying and Moving Data in a Worksheet Cells
While working on the worksheet, there may be the need to copy or move the
content of a cell to another location. Briefly, let’s learn how to copy and move
the content of a cell.
Copying Data in a Worksheet Cells
There are several ways to copy the content of a cell, but we will be using the
Copy and Paste command by following the steps provided below
Select the cell or range of cells you wish to copy.
Go to the Home tab and click on Copy in the Clipboard group
Move the cell pointer to where you wish to paste the content of the
cells, and then click on the Paste command in the Home tab or use the
Ctrl V to paste
Moving Data in a Worksheet Cells Using the Cut Command
To move data from one cell to another, use the cut command following the
steps provided below:
Select the cell or range of cells you wish to move
Go to the Home tab and click on Cut in the Clipboard group.
Move the cell pointer to where you wish to paste the content of the
cells, and then click on the Paste command in the Home tab or use the
Ctrl V to paste
Moving Data in a Worksheet Cells by Dragging and Dropping
You can also move the content of a cell by dragging and dropping. To use this
technique, follow the steps given below
Select the cell or range of cells you wish to move
Point to the border of the selected cells
When the pointer becomes a move pointer, drag the selected cells to the
desired location.
In the Format Cell dialog box, click on the Number tab, and then
select Number under Categories
In the right-hand side of the Format Cell dialog box, mark Use 1,000
separator , and change the decimal place to 0 in the Decimal Place
button.
Then click on Ok for the changes to occur in the worksheet.
The Flash Fill command can be used to combine and extract data.
Go to the Data tab and click on Flash Fill in the Data Tools group.
Once this is done, Excel will replicate the pattern on the worksheet
Extracting Data with Flash Fill
The Flash Fill does not only combine data, it can also extract data too. To
extract data, follow the steps given below by making use of the table provided.
Go to the Data tab and click on Flash Fill in the Data Tools group.
Once this is done, Excel will replicate the pattern on the worksheet
The AutoFill Command
The AutoFill command is a feature that allows you to enter sequential numbers,
months, or days automatically. The AutoFill command looked at the cells you
have already filled in, and guess how to fill in the rest of the series. For
instance, when you fill in Monday, Autofill automatically completes the
following days for you.
The AutoFill is accessed by using the Fill handle. The Fill handle is a small
square at the bottom-right corner of the box that allows you to fill the adjacent
cells .
NOTE : With the AutoFill command, you can also do the following:
Fill formatting only
Fill without formatting
Fill weekdays
Fill months
Fill years
Saving a File
Saving a file helps to prevent file loss especially when the file is large or
important. To save a file, choose any of the following techniques:
It is not enough that you create a new file, you must ensure to save it. Failure to
save your file will only cause you to lose your file, especially where there is a
power outage or malfunction with the computer system. It is very important to
always save your file every ten minutes.
To save a file, use any of the following techniques
Go to the File tab and click on the Save menu
Click the Save button located in the Quick Access toolbar
Press Ctrl + S
In the Data Validation dialog box, go to the Settings tab and select
any of the following options under Allow
Whole Number: To restrict the cell to accept only whole
Decimal: To allow the cell to accept only decimal numbers .
List: To pick data from the drop-down list .
Date: To restrict the cell to accept the only date.
Time: To restrict the cell to accept only time.
Text Length: To restrict the length of the text.
Custom: To custom formula
Under Data , select a condition and set the other required values based
on what you chose for Allow and Data.
Click on the Input Message tab and enter the title and text of the
message connecting to the field.
Select the Show input message when cell is selected the checkbox to
display the message when the user selects or moves over the selected
cells
Select the Error Alert tab and enter the title and text of the error
message, and then click on Style to select the alert type.
Then click on Ok
Finally, the AutoFill copies the data into the designated cells.
In the window that displays, unmark the box you don’t in your
worksheet, and then click
In the image shown below, the selected cells are aligned to the top of
the cells.
Go to the Home tab and click on either Align Left , Middle, or Align
Right in the Alignment group. Here we will be using the Center
In the image shown below, the selected cells are aligned to the center of
the cells.
Changing Text and Number Orientation
The Orientation command allows you to rotate your text or number to any
angle you desire. Changing the text orientation is also a great way to label the
column headings in the worksheet.
To change the text or number orientation in your worksheet, here are what to do
Select cells that contain the text or numbers you wish to change
In the image shown below, the selected cells are rotated Angle
Counterclockwise.
Merging Cells
The Merge command allows you to merge or join cells together to create a
larger cell without adjusting or changing the row or column size
To merge cells, follow the cells given below
Select the cells you wish to merge
Go to the Home tab, and click on Merge & Center in the Alignment
group
In the Merge & Center drop-down menu, select any of the following
options
Merge & Center : To combine and center the contents of the
selected cells into a single and larger cell.
Merge Across : To join the cells selected in the same row into a
single cell.
Merge Cells : To merge the cells selected into a single cell.
In the image shown below, the selected cells are merged using the
Merge & Center option.
To unmerge cells, you can click on Unmerge Cells in the Merge &
Center drop-down menu
Inserting a Row
To insert a new row to your worksheet, follow the steps given below
Select any cell within the row, go to the Home tab, click on Insert and
select Insert Sheet Rows .
The new rows are inserted above the selected row in the worksheet.
NOTE: To add a new row, you can also click on the row, select Insert , and
then click on Entire Row.
Inserting a Column
To insert a new column to your worksheet, follow the steps given below
Select any cell within the column, go to the Home tab, click on Insert
and select Insert Sheet Columns .
The new columns are inserted to the left of the column you select
NOTE: To add a new column, you can also click on the column, select Insert ,
and then click on Entire Column.
To delete a row from the worksheet, follow the steps given below
Select any cell within the column, go to the Home tab, click on Insert
and select Delete Sheet Rows .
The selected column is deleted from the worksheet
NOTE: To delete a column or row, you can also click on the column or row,
select Delete , and then click on Entire Column or Entire Row.
Rearranging Worksheets
You can choose to change the location of your worksheet by using any of the
following techniques
Dragging the Worksheet
To rearrange the worksheet, click and drag the worksheet tab to a new location.
As the worksheet tab is dragged, a tiny black arrow appears, and a page icon is
displayed to where the worksheet will land when the mouse button is released.
The Format Button
To rearrange the worksheets using the Format button, follow the steps provided
below
Go to the Home tab, click on Format in the Cell group, and select
Move or Copy Sheet
In the Move or Copy dialog, click on where you want the sheet to be
located, and then click on Ok
Inserting a New Worksheet
To insert a new worksheet in your workbook, use any of the following
techniques
The Insert Button
To use the Insert button, follow the steps given below:
Go to the Home tab, select the Inser t button in the Cell group, and
click on Insert Sheet.
NOTE: You can also use the shortcut key Shift + F11 to insert a new
worksheet.
Copying a Worksheet
To copy a worksheet, hold down the Ctrl key and drag the worksheet tab to a
new location.
Deleting a Worksheet
To delete a worksheet, follow the steps provided below
Select the worksheet you wish to delete
Go to the Home tab and click on the Delete button in the Cell group.
NOTE : You can also right-click on the worksheet tab and select Delete.
Go to the Hom e tab, click on the Format button under the Cell group.
Click on the Tab Color and then select any color from the submenu.
Using the Right-click
You can use the right-click to add tab color to your worksheet tab. To do this,
follow the steps provided below:
Right-click on the worksheet tab
Click on the Tab Color and then select any color from the submenu.
Using the Comments in Your Worksheet
The Comment command is one of the features in Excel that allows users to
collaborate easily and effectively and make suggestions within themselves.
Here, we will be learning how to insert a comment, delete comments, view
comments, and lots more.
In the comment box that appears, edit the comment, and then click
anywhere outside the box to close the comment.
Deleting a Comment
To delete a comment from your worksheet, follow the steps given below:
Select the cell containing the comment you wish to delete
Select the sheet you wish to unhide in the list that pops up and then
click on OK.
NOTE: You can also unhide your worksheet by right-clicking on the worksheet
to open the contextual menu. Click on the Unhide Sheet, click on the sheet you
wish to unhide in the list that pops up, and then click on OK.
In the Protect Sheet dialog box, select the elements you want people to
change in the Allow all users of the worksheet to list.
In the Password to unprotect sheet box, enter the password, and click
on Ok
Re-enter the password in the Confirm Password dialog box, and then
click on Ok
CHAPTER SIX
To change the theme fonts of your worksheet, follow the steps below:
Go to the Page Layout and click on Theme Font in the Theme group
In the Theme F ont drop-down menu, select any theme font of your
choice
Changing the Theme Effects of Your Worksheet
Changing the theme effect in your worksheet affects the look of objects
inserted in your worksheet. To change the theme effects in your worksheet,
follow the steps given below
Go to the Page Layout and click on Theme Effects in the Theme
group
In the Theme Effects drop-down menu, select any theme font of your
choice.
Changing the Font, Font Style, and Font Size
Apart from using the Theme features to change the font, you can use the Font
group to change the font. With the Font group, you can also change the font
style, font sizes, and lots more
Click on Format to open the Format Cell dialog box, where you select
the formatting you want, and then click on OK.
Go back to the Style dialog box to clear the checkboxes of any
formatting you don’t want in the cell style under the Styles Includes
(By Example)
In the Style dialog box, enter the name of the new cell style in the Style
name box
Click on Format to open the Format Cell dialog box, where you select
the formatting you want, and then click on OK.
Go back to the Style dialog box to clear the checkboxes of any
formatting you don’t want in the cell style under the Styles Includes
(By Example)
Click on OK and the cell style modified will be updated to effect the
changes made to it.
After closing the Style dialog box, the duplicated cell style will be
updated to reflect the changes.
What is a Formula
A formula is an expression that is used to calculate the values of cell or range
cells. The formula begins with an equal sign, followed by the cell addresses
that will be calculated upon, making use of the right operand (this is also
known as the order of operations). For instance, =A2+A3+A4 calculates the
sum of the cell range from cell A2 to cell A4.
What is a Function
A function is a predefined formula containing a special name and purpose. The
function begins with an equal sign, followed by the function’s name, and ends
with its arguments.
The functions help to remove the stress of entering your data manually. For
instance, =SUM (A2:A6) sums all the values from A2 to A3
Insert Function : This is what displays the Insert Function dialog box
which allows you to search for a particular function or display the list
of functions by category.
AutoSum : This option allows you to insert functions such as Sum,
Average, Count Numbers, Max, Min, or More Functions.
Recently Used : This option gives quick access to the 10 functions that
were recently used.
Financial : This option provides quick access to all functions in the
Financial category.
Logical: This option provides quick access to all functions in the
Logical category.
Text: This option provides quick access to all functions in the Text
category.
Date & Time : This option gives quick access to all the functions in
the Date & Time category.
Lookup & Reference : This option provides quick access to all
functions in the Lookup & Reference category.
Math & Trig: This option provides quick access to all functions in the
Math & Reference category.
More Functions: This provides access to the Statistical, Engineering,
Cube, Information, Compatibility, and Web categories.
Define Names: With this Define Names group, you can define the name of a
cell. Not only that, this allows you to view the named sections on the worksheet
in the Name Manager, and edit then them to the name you want or desire. The
Define Names contains the following:
Define Name: This button contains two commands; Define Names and
Apply Names. The Define Names are used to create a workbook and
worksheet level named ranges, and the Apply Name shows the Apply
Name dialog box.
Use in Formula: This contains a list of all the named ranges in the
workbook alongside the Paste Names command.
Create from Selection : With this option, you can name a cell or range
of cells selected making use of the row or column title that has been
previously entered.
Formula Auditing : The Formula Auditing group is responsible for checking
and correcting formulas. The following are the options in Formula Auditing
Trace Precedents: This helps to know the cells that affect the value of
the currently selected cell.
Trace Dependents: This helps to know the cells that are affected by
the value in the cells that are currently selected.
Remove Arrows: This is the option that removes all the arrows drawn
by the trace precedents and trace dependents.
Show Formulas: This is what displays the formula instead of the result
in the worksheet.
Error Checking : This is what checks the errors in a formula on the
worksheet.
Evaluate Formula : This allows you to thoroughly go through a
formulation
Watch Window : This option shows you where to view and monitor
all the contents of the cells and their result as changes as made.
Calculation: The Calculation group help to switch from calculation from
automatic to manual. The following are the options in Calculation
Calculation Options: This option allows you to change the calculation
in your active workbook from manual to automatic except for the data
in tables. If you make a change that affects a value, Excel will
automatically recalculate it.
Calculate Now: This is used to calculate the entire workbook now.
This is only used when the automatic calculation is turned off.
Calculate Sheet: This is used to calculate the entire active cell, and it is
used when the automatic calculation is turned off.
Cell Reference : This is a cell or a range of cells on the worksheet that can be
used in a formula so that Excel can find the values or data you want the
formula to calculate. For instance, entering =A1-A3 connotes that Excel will
subtract the value in cell A3 from cell A1
Inserting Formulas into your Worksheet
Learning how to enter formulas into your worksheet is very important. So, you
will be learning how to insert formulas in your worksheet using several
methods, and they are highlighted below
Simple Insertion: The Simple Insertion method has to do with entering the
formula into the cell or Formula Bar. The Formula bar can be seen above the
column header. To use the Simple Insertion method,
Go to the Formula bar or click on a cell
Start typing an equal sign (=), followed by the name of the function,
and then press Enter.
The Insert Function : One of the methods to enter a formula in Excel is the
Insert Function command. The Insert Function consists of all functions found
in Excel’s worksheet. To locate the Insert Function
Go to the Formula tab and click on Insert Function in the Function
Library
In the Insert Function dialog box, click on any function you wish to
use on the worksheet, and then click on OK.
Group of Formula: Another way to enter a formula in your worksheet
is by using selecting any formula from the group of formulas in the
Function Library group.
The group of formulas includes AutoSum, Recently Used, Financial,
Logical. Text, Date & Time, Lookup & Reference, Math & Trig, and
More Functions
AutoSum Option: This is used for quick and everyday tasks. To use the
AutoSum Option, go to the Formula tab and click on Recently Used
in the Function Library
Recently Used Tab : This tab comes in handy when you want to
relieve the stress of re-tying your most recent formula. To locate this
tab, go to the Formula tab and click on Recently Used in the Function
Library .
Editing the Formula
To edit the formula in your worksheet, you can use any of the following
techniques
Using the Formula bar : To edit your formula, go to the Formula Bar,
and start editing the formula.
Comparison Operators : These are operators that compare two values to carry
out operations such as less than, greater than, equal to, etc. When these two
values are compared, the result is always in a logical value which could be
TRUE or FALSE.
The following are the comparison operators listed in the table below:
COMPARISON MEANING EXAMPLE
OPERATOR
Equal sign = Equal to 2=2
Less than sign < Less than 2<6
Greater than Greater than 5>1
sign >
Greater than or Greater than or 67>=333
equal to sign>= equal to
Less than or Less than or 52<=321
equal to sign =< equal to
Not equal to Not equal to 5<>7
sign <>
Concatenation Operator: This operator joins or combines two or more
springs to form a single text or string. The Concatenate operation receives text
as their input values and if they are not texts, they are transformed into texts.
OPERATOR MEANING EXAMPLE
Ampersand & Connect or join ‘’In’’ & ‘’put’’
two values to to form ‘’Input’’
produce a single
text
Logical Operators : These are operators that accept Boolean values as the
values of their operands, and they produce one Boolean value as their result or
outcome.
The logical operators are highlighted in the table below
LOGICAL NUMBERS MEANINGS EXAMPLE
OPERATOR OF
OPERANDS
And 2 True if both 5<3 and
input values amount <3
are true
Or 2 True if one of 7>5 or 4<7
the input
values is true
Not 1 Reverses the not 5>6
value of its
input value
Reference Operator: These operators combine ranges of cells for calculations,
and they are highlighted in the table:
REFERENCE MEANING
OPERATOR
Colon): Range operator: This
gives one reference to all
the cells between two
reference
Comma ‘ Union operator: This joins
multiple references into
one reference
Space Intersection operator: This
gives one reference to
cells common to the two
references.
Access Operators: The access operators consist of the following operators; the
Dot operator (.), the index operator ([]), and the At operator (‘@).
The Alt Operator: This is the operator is used to specify or indicate many
alternative formulas that can be used in a cell.
The IF Operator: The IF operator is used to perform conditional calculations.
Cell Referencing
A cell reference is an alphanumeric value or data used in excel to locate or
identify a cell in the worksheet. The cell reference comprises one or more
letters for the columns and a number for the row e.g. A1. You can locate the
data you wish to calculate using the cell reference. The cell reference is also
known as cell address.
Relative References
By default, the cell references in the Excel worksheet are relative. When the
cells are copied across the multiple cells, the cells change based on the relative
position of rows and columns. For instance, when you add =B3+C3 in cell D3
and copied it to cell D4 , the formula will change to = B4+C4. The relative
references are best used when you want to replicate the same action across
multiple rows and columns.
To create and coy formula using the relative references, use the following
procedures
Click on the cell (D1) where you wish to enter the formula and type in
the formula = (B1*C1) in the cell to get the anticipated result
Press the Enter key and the formula will be calculated, showing the
outcome of the formula in the cell
Locate the Fill handle in the lower part of cell D2 , click on it, then
hold and drag it down to cell D6.
When you release the mouse, the formula will be copied to the cells
selected, showing the result in each cell.
To avoid getting the result shown in the table above, follow the steps given
below using the dollar sign
Click on the cell (E3) where the formula will contain and type in the
formula = (B3*C3)*$D$1 in the cell to get the anticipated result.
Press the Enter key and the formula will be calculated, showing the
outcome in the cell.
Locate the Fill handle in the lower part of cell E4 , click on it, then
hold and drag it down to cell E8.
When you release the mouse, the formula will be copied to the cells
selected, showing the result in each cell
REFERENCING OTHER WORKSHEETS IN A WORKBOOK
Referencing another worksheet within a workbook allows you to use the same
value on one or more worksheets without writing or copying the formula from
the scratch. This saves time and makes the work easier to do. To reference
another worksheet within a worksheet, follow the steps provided below:
Locate the cell (E9) you want to reference and keep track of the name
of the worksheet ( January sales tax ).
Open the worksheet (Total sales tax) you wish to apply the reference to and
select the cell you want to insert the value. Enter the equal sign (=), the
sheet name, an exclamation mark (!), and the cell address E9 ; =' January
sales'!E
Press Enter on the keyboard and the value of the reference will be displayed
in the new worksheet. In case any change is made in the January sales, it
will be updated automatically in the Total sales tax
After doing this, the formula is copied down to the last row in the
worksheet.
Copying Formula to Non-adjacent Cells/Range
There is a limit to what the fill handle can do and one of it is that it cannot copy
the formula to a non-adjacent cell. To copy a cell to a non-adjacent, use the
copy and paste method by following the steps provided below:
Click on the cell with the formula and click on Ctrl + C to copy the
formula
Select a cell or the range of cells where you wish to paste the formula.
Press Ctrl + V to paste the formula and then press the Enter button to
complete the formula entry
Press Ctrl + Enter and the formula will be replicated in the selected
cells.
#NUM!
This error value is displayed when the formula in your worksheet contains
numeric values that are different from the arguments used.
To rectify this error, thoroughly check to see if you have inputted any formatted
currency, dates, or special symbol. After this, you can now remove the
formatting from the formula and keep the numbers.
#NULL!
This error value is displayed when you specified an intersection of two areas
that do not intersect, or when the incorrect range operator is used. For instance,
when you use a space instead of a comma between ranges in the function
arguments, Excel will display the formula as #NULL! value error.
To rectify this error, ensure to check if the correct syntax is used in the formula.
You can also follow the tips below to avoid
Use a colon to separate the first cell from the last cell when referring to
a continuous range of cells in a formula.
Use a comma when referring to two cells that don’t intersect
#REF!
This error value is displayed when you referring to a cell or a range of cells that
doesn’t exist. This occurs when you delete, a cell, column, or row, and then
build a formula around the deleted cell, column, or row.
To rectify this error, check to see if there is no formula referring to any cell you
have deleted. Before deleting cells, carefully where the formulas are referred to
in those cells.
#VALUE!
This error value is displayed when Excel find spaces, characters, or text
formula in a place where it is expecting a number.
To rectify this error, carefully check your formula to use numbers where it is
needed. Ensure to also check out for blank checks, missing formulas that are
linked to cells, or any special characters that are being used.
In the Error Checking dialog box, the error in the formula is clearly
stated and then click on Edit in Formula Bar to repair the formula
error.
When you are done with the repairing of the formula error, click on the
Resume button
After this is done, the error is removed as shown in the table below
Tracing Precedents
Tracing precedents allows you to select a cell with a formula in it and locate the
cells that are computed to produce the outcome or result of the formula. When
you use the cell tracer, Excel points an arrow from the referenced cells to the
cell that contains the formula result.
To use the trace precedents, follow the steps given below
Select the cell with the formula you wish to trace
Go to the Formula tab and click on Trace Precedents in the Formula
Auditing group.
In the table below, arrows leading from the selected cell extend and
point to the cells that use its data in their calculation.
Tracing Dependents
Tracing dependents allows you to select a cell and trace its dependants to locate
the cells that contain a formula that uses the data from the cell selected. When
you use the cell tracer, Excel points an arrow from the cell you selected to cells
with formula result in them.
To use the trace dependents, follow the steps given below
Select the cell with the formula you wish to trace
Go to the Formula tab and click on Trace Dependents in the Formula
Auditing group.
In the table below, arrows leading from the selected cell extend and
point to the cells with the formula result in them
NOTE: To remove the cell tracer arrows from your worksheet, go to the
Formula tab and click on the Remove Arrow button in the Formula Auditing
group.
Working with a Function
As earlier said at the beginning of this chapter, a function is a predefined
formula containing a special name and purpose. The function begins with an
equal sign, followed by the function’s name, and ends with its arguments.
To calculate the sales of Jan to July using the SUM function, follow the steps
below
Select an empty cell B8 and enter the function with cell range in it; =
SUM(B2:B7)
Press Enter and the total sales of Jan to June is calculated as displayed
in the table below
Press Enter and the total average sales of Jan to June is calculated as
shown in the table below
Deriving the function of a Cell Using FORMULATEXTS
The FORMULATEXT function returns the formula used in a given reference
in a text form.
The FORMULATEXT function contains a single argument
= FORMULATEXT(reference)
With the data provided below, find the formula used using the
FORMULATEXT function
To use the FORMULATEXT function to find the formula used in a text, follow
the steps given below
Select an empty cell C8 and enter the function with the cell range in it;
= FORMULATEXT (B8)
Press Enter and the formula used in the cell selected will be displayed.
Press Enter and the number of cells with number value will be
displayed.
Counting All Data Type Using the COUNTA
The COUNTA function does not only count the number of cells with numbers
in them, it counts the dates, time, strings, logical values, empty string, or text.2
The COUNTA function uses the arguments below
COUNTA(value1, [value2], …)
Using the data given below, use the COUNTA function to find the number of
cells containing data in them.
Select an empty cell D7 and enter the function with the cell range in it;
= COUNTA (A1:C6)
Press Enter and the number of cells with data will be displayed.
Press Enter and the number of cells without data will be displayed.
Select an empty cell C2 and enter the function with the cell range in it;
= CONCATENATE (A1, B2)
Press Enter and the values in the two cells will be joined together.
Finding the Lowest Number Using MIN
The MIN function helps to return the lowest value in a given set of cells or
arguments.
The MIN function includes the following arguments
MIN (number1, [number2],…)
With the data provided below, find the lowest number using the MIN function.
Select an empty cell B7 and enter the function with the cell range in it;
=MIN (A1:B6)
Press Enter and the lowest value in the data will be calculated in the
cell selected.
Finding the Highest Number Using MAX
The MAX function helps to return the highest value in a given set of cells or
arguments.
The MAX function includes the following arguments
=MAX(number1, [number2],…)
With the data provided below, find the highest number using the MAX
function.
Select an empty cell B7 and enter the function with the cell range in it;
=MAX (A1:B6)
Press Enter and the highest value in the data will be calculated in the
cell selected.
Press Enter and the number of text characters will be calculated in the
cell selected.
Select a range of cells (A8:F9) and make sure that the cells selected
have the same rows and columns as the original set of cells arranged in
a vertical direction.
In the selected cells, enter the function with the cell range in it;
=TRANSPOSE(A1:B6)
Press Enter and the orientation of the range of cells selected will be
changed from vertical to horizontal
Press Enter and the first letter of the selected cell will be capitalized.
Press Enter and the space in the selected cell will be removed.
Press Enter and the function will return the location of the substring
text within the text.
Press Enter and the function will return the location of the substring
text within the text.
Drag the fill handle down to apply the formula to other cells
Checking the Current Date and Time with TODAY and NOW
The TODAY function returns the current and the NOW function returns the
current date. These functions do not use any argument.
TODAY()
NOW()
CHAPTER EIGHT
Creating a Table
Before creating a table, there are certain hints to take note of. These hints allow
you to create a perfect table for your data. The hints are stated below:
Ensure to arrange and organize the rows and columns
Each column in the first row must have a heading
All the columns must contain one set of data each
There must be no blank row or column in the list
To create a table, follow the steps provided below
Select the cell or range of data you wish to create the table for
Select the desired table style and it will be applied to the selected
range of cells.
Removing the Table
To remove the table from your cell, follow the steps provided below
Select the cell or range of cells in your table
To remove the formatting from your table, go to the Home tab, select
Clear, and then click on Clear Formats .
In the data below, the formatting is removed
Renaming a Table
By default, the name of a table could be table 1, table 2, table 3, etc. However,
you can rename your table, to do this, follow the steps given below
Go to the Design tab and click on Table Name in the Properties
group, and then change the name of the table
In the window that displays, unmark the box you don’t in your
worksheet, and then click on OK
The filtered data is shown in the table below
In the Insert Slicers dialog box, choose the checkboxes for the field
you wish to display, and then click on OK
Here in the table, a slicer will be created for the fields selected
Creating Pivot Table
To create a pivot table, follow the steps giving below:
Select the cells you wish to create a pivot table for
Go to the Inser t tab, and click on PivotTable in the Table group
In the Create PivotTable dialog box, set the following
After doing this, the data with the pivot table is displayed like the
image shown below
Inserting Recommended PivotTable in Your Data
One of the easiest and fastest ways of inserting a pivot table in your data is
using the recommended pivot table provided by Excel.
To use the recommended pivot table, follow the steps given below
Select anywhere in your data list to insert the recommended pivot table
Types of Charts
There are so many charts in Excels used for different purposes, however, we
will highlight just a few out of them below
Column Charts
The Column Charts use vertical bars to represent data. The column charts show
the categories on the horizontal axis and the values on the vertical axis.
These charts work with different kinds of data and can be frequently used in
comparing information. The following are the types of Column Charts
Clustered Column
Stacked Column
100% Stacked Column
3-D Clustered Column
3-D Stacked Column
3-D Column
Line Charts
Lines Charts are best suited for displaying trends in data over years, months, or
days. Here, the data point is linked with lines which makes it easy to see if the
values are increasing or decreasing.
The following are the types of Line Charts
Line
Stacked Line
100% Stacked Line
Line with Markers
Stacked Line with Markers
100% Stacked Line with Markers
3-D Line
Pie Chart
The Pie Chart displays the size of items in a data series with the sum of the
items. Each value in the data is displayed as a slice of the pie, thereby, making
it easy to see all the values that sum up the percentage of a whole. The
following are the types of pie charts
Pie
Pie of Pie
3-D Pie
Bar of Pi
Bar Charts
The Bar Charts help to show the comparison among individual items. The bar
charts display the categories on the vertical axis and the values on the
horizontal axis. The following are the types of Bar Charts:
Clustered Bar
100% Stacked Bar
Stacked Bar
3-D Stacked Bar
3-D Clustered Bar
3-D 100% Stacked Bar
Area Chart
The Area Charts can be used to illustrate the change over time and bring
attention to the total value across a trend. The following are the types of Area
Charts
Area
Stacked Area
100% Stacked Area
3-D Stacked Area
3-D Area
3-D 100% Stacked Area
Stock Charts
The Stock Chart is a price chart that shows or displays a stock’s price that is
plotted over a period. It displays the rise and fall in stock prices.
The Stock Charts can also reveal the fluctuation in other data such as rainfall or
annual temperature. The following are the types of Stock Chart
High-Low-Close
Open-High-Low-Close
Volume-High-Low-Close
Volume-Open-High-Low-Close
Go to the Insert tab and click on any of the charts ( Column or Bar
Chart ) you want in the Chart group
Choose the chart type you want from the drop-menu
In the Chart Styles group, select any chart style you want, and it is
reflected in the chart
In the Move Chart dialog box, select the location you wish to move
the chart to
Printing a Selection
To print a specific part of the Excel worksheet, follow the steps given below
Select the part of the worksheet you wish to print
Go to the File tab and click on Print
In the Page Setup dialog box, go to the Sheet tab and then click on the arrow
next to Comments . Then select how you want the comments to be printed.
Setting the Print Area Before Printing
Setting the print area allows you to remove the part of the worksheet you do not
need to print out. To do this, follow the following procedure:
Select the part of the worksheet you wish to print
Go to the Page Layout tab and click on Print Area in the Page Setup
group
EXCEL SHORTCUTS
There are so many shortcuts in Excel, however, I will be introducing you to
some shortcuts that are mostly used in Excel
Editing Shortcut
Shortcut Keys Functions
F2 For editing cell
Ctrl + C For copying cell content
Ctrl + V For pasting cell content
Ctrl + X For cutting cell content
to another cell
Ctrl + D To fill down
Ctrl + R To fill right
Alt+ E+ S Paste special
F3 For pasting the name
into a formula
F4 Toggle reference
Alt +Enter For starting another new
line within the same old
cell
Shift + F2 For inserting or edit a
cell comment
Shift + F10 For displaying a shortcut
menu
Ctrl + F3 For defining the name of
a cell
Ctrl + Shift + A For inserting arguments
names with parentheses
for a function after
typing a function name
in a formula
Alt + I + R For inserting a row
Alt + I + C For inserting a column
Navigation shortcuts
Shortcut Keys Functions
Arrow For moving from one
cell to the next
F5 Go to
F6 For switching between
the worksheet, the
Ribbon, the task pane,
and the Zoom controls
Home To go to the beginning
of a row
Ctrl + Home For moving to the
beginning of a
worksheet
Ctrl + End For moving to the last
cell that has content in
it in the worksheet
Shift + Arrow For selecting the
adjacent cell
Shift + Spacebar For selecting an entire
row
Ctrl + Spacebar For selecting an entire
column
Ctrl + Shift + Home For selecting all to the
start of the sheet
Ctrl+ Shift + End For selecting all to the
last used cell of the
sheet
Ctrl + Shift + Arrow To select the end of the
last used row/column
Ctrl + Left Arrow For moving the word to
the left while in a cell
Ctrl + Right Arrow For moving the word to
the right while in a cell
PageUp For moving the screen
up
PageDown For moving the screen
down
Alt + PageUp For moving the screen
to the left
Alt+ PageDown For moving the screen
to the right
Ctrl + PageUp/Down For moving the next or
previous worksheet
Ctrl + Tab To move to the next
worksheet while on the
spreadsheet
Shift + Tab For moving cell to the
right
Tab For moving to the next
cell
File shortcuts
Shortcut Keys Functions
Ctrl + N New
Ctrl + O To open
Ctrl + S To save workbook
F12 Save As
Ctrl + P Print
Ctrl + F2 For opening the preview print
window
Ctrl + Tab For moving to the next workbook
Ctrl + F4 For closing a file
Alt + F4 To close all open Excel files
Formula shortcuts
Shortcut Keys Shortcuts
Ctrl + Shift + Enter To enter an array formula
Ctrl + / For selecting array formula range
Ctrl + ‘ To copy a formula from cell and
edit
Ctrl + [ For selecting all precedents cells
Ctrl + ] For selecting all dependent cells
F4 For changing the type of cell
reference from relative to absolute
Alt + = Sum range
F3 For displaying the range names
Clear shortcuts
Shortcut Keys Functions
Delete For clearing cell data
Alt+ h + e + f For clearing cell format
Alt+ h + e + m For clearing cell comments
Alt+ h + e + a For clearing all data formats and
comments
Selection shortcuts
Shortcut Keys Functions
Shift + Arrow For selecting a cell range
Ctrl + Shift + Arrows For highlighting a
contiguous range
Shift + Page Up For extending selection
up one screen
Shift + Page Down For extending selection
down one screen
Alt + Shift + Page Up For extending selection
left one screen
Alt + Shift + Page For extending selection
Down right one screen
Ctrl + A For selecting or
highlighting all cells in
the worksheet
Ctrl + Space To select the whole
column or row
Shift + Ctrl + Space For selecting table
Bar
Alt + ; For selecting visible cells
Shift + Home For selecting a range
from start cell to far left
Shift + End + Arrow For selecting a range
from the start cell to the
direction of the arrow
Ctrl + * For selecting a
continuous range of data
Ctrl + Shift + 0 For selecting all cells
with comment
F5 + Alt +S +K + Enter For selecting all blank
cells
Other shortcuts
Shortcut Keys Functions
Ctrl + Z To undo last action
Ctrl + Y To redo the last action
Ctrl + 9 To hide selected rows
Ctrl + 0 To hide selected rows
Ctrl + Shift + ( To unhide hidden rows in a
selection
Ctrl + Shift + ) To unhide hidden columns in a
selection
Ctrl + ; To enter date
Ctrl +: To enter time
Ctrl + ‘ To show formula
Ctrl + ] For selecting an active cell
Alt To drive menu bar
Alt + Tab To open the next program
Alt + = To autosum
CHAPTER ELEVEN
In the Remove Duplicate dialog box, you can select or deselect the
columns that contain duplicates.
Then click on Ok
Deleting Error Cells
It is normal to have error values when working with large data. However, it is
not professional to still keep them on the worksheet. To remove error cells in
your worksheet, follow the steps below
Go to the Home tab, click on Find and Select command in the
Editing group
In the Find and Select drop-down menu, click on Go To Special
In the Go To Special dialog box, click on Formul a, and mark the Erro
r check box.
Then click on OK . Here, all the errors in the worksheet are deleted,
and then click on the Delete button to delete them.
Changing Negative Values to Positive Values in Your Worksheet
To change a negative value to a positive value, use the ABS function as
displayed in the image below
In the Publish as PDF or XPS dialog box appears, enter the name of
the file and the location where you want to save the file.
Then click on the Publish button
CONCLUSION
The acquisition of Excel skills is a must for every institution in the world that
desires to go far in the business world. However, this is not just limited to big
companies, small entrepreneurs and students use it in their day-to-day
activities.
If indeed you have laid your hands on this user guide, then I must congratulate
you for taking that great decision that will sharpen your life.
However, you can also recommend this user guide to your colleagues at work,
friends, and family.
INDEX