Spread Sheet Basics
Spread Sheet Basics
QUAL8125
Week 2
1
Learning Outcomes
• Enter text, numbers, formulas and functions in cells.
• Utilize basic formulas and functions effectively.
• Use the autofill feature.
• Format using appropriate number formatting.
• Apply conditional formatting and cell styles.
• Use a grid of cells in different ways to manipulate industrial
information.
• Organize data formatting to address quality and engineering needs.
2
Terminology
The Ribbon
3
Terminology
Tabs
4
Terminology
Group
5
Terminology
Commands
6
Some Basic Terminology
7
Terminology
The Worksheet
8
Terminology
Column Headings
Row
Headings
9
Terminology
Cells
10
Terminology
G Column Headings
11
Entering Data
• Each cell in Excel can contain three types
of information:
1. Text
2. Number (Dates are just a special format of
numbers)
3. Function
12
Entering Text
1. Select Cell (A1 – outlined in green) has been selected in this example
2. Start Typing! (Note that the text entered appears in both the Formula Bar
and the Cell)
3. Leave the Cell (Press Enter, Tab, any directional arrow or click on a new
cell) 13
Editing Text
• Method One – Using the Formula Bar
– Step 1: Single Click on the cell that you want to change
Click
Here
– Step 2: Single Click on the formula bar to place the cursor where you
want to make the correction
Click
14
Here
Editing Text
• Method Two – Double-Click the Cell
– Step 1: Double-Click on the cell that you want to change
Double-Click
Here
– Step 2: Use arrow keys position cursor within the cell. Make changes by
typing/deleting/backspacing as required
Hover here
b. Either drag the column boundary to the width that you want, or double
click to automatically adjust to the longest entry in the column to the
left of the vertical line.
17
Help! My Text is Too Long!
• Four Choices
3. Merge Cells:
a. Highlight the cells that you would like to merge by single-clicking and
dragging.
b. Click on the “Merge & Center” command in the “Alignment” Group of
the “Home” Tab on the Ribbon.
c. Note that the Default is to “Merge & Center”. Other options can be
found by clicking the small down arrow to the right.
Click Here
Highlight
A1 and B1 18
Help! My Text is Too Long!
• Four Choices
4. Wrap Text:
a. Select the Cell that you would like to modify (In this case, A1)
b. Click on the “Wrap Text” command in the “Alignment” Group of the
“Home” Tab on the Ribbon. This will convert you text entry into multiple
lines of text that all fit within the confines of Column A.
Click Here
Highlight A1
19
Using Autofill
• Not always necessary to manually enter
long lists of predictable information
• Excel has a feature called Autofill that
can be used to:
– Extend Lists
– Continue a series of dates
– Copy repeated values
– Copy formulas to adjacent cells
20
Using Autofill
1. Begin your pattern. A
Minimum of two cells is
required.
2. Highlight the start of your
Click Here
pattern.
3. Click the green square in
the bottom right corner of
the green outline.
4. Drag the green square as And Drag!
far as you’d like your (Note that the tool
shows you the final
pattern to continue. value in the pattern – in
this case Friday 21
Flash Fill
• By default MS Excel will recognize patterns from
adjacent cells and provide Flashfill
23
Formatting Numbers
1. Highlight a cell or a range of cells that
you would like to format.
2. Click the expand icon in the bottom right
corner of the ‘Number’ Group on the
‘Home’ tab of the Ribbon.
3. Use dialog box as appropriate.
24
Exercise: Create a Spreadsheet for
Collecting Inspection Data
• Spreadsheet for
collecting head
Head Overall Length diameter and
Diameter
overall length for
a sample of ten
screws
• Measured data
will be compared
to the nominal
values on the
drawing
Source: www.mcmaster.com/90610A681
25
Exercise: Create a Spreadsheet for
Collecting Inspection Data
1. Enter the text value ‘Incoming Inspection Report’ in cell A1.
2. Enter the text value ‘Sample’ in cell A2
3. Enter the text value ‘Head Diameter in cell B2
4. Enter the text value ‘Overall Length’ in cell E2
5. Enter the text value ‘Actual (in)’ in cell B3
6. Enter the text value ‘Target (in)’ in cell C3
7. Enter the text value ‘Difference (in)’ in cell D3
8. Enter the text value ‘Actual (in)’ in cell E3
9. Enter the text value ‘Target (in)’ in cell F3
10. Enter the text value ‘Difference (in)’ in cell G3
26
Exercise: Create a Spreadsheet for
Collecting Inspection Data
1. Use Merge & Center to join cells A2 and A3.
2. Use Merge & Center to join cells B3:D3
3. Use Merge & Center to join cells E3:G3
4. Auto-Adjust the column widths for all other columns
5. Use Autofill to create a list of numbers from 1-10 in cells A4:A13
6. The value for target diameter is always the same. Use Autofill and Number
Formatting to enter a value of 0.412 in cells C4:C13
7. The value for target length is always the same. Use Autofill and Number
Formatting to enter a value of 2.000 in cells F4:F13
8. Rename the worksheet from ‘Sheet 1’ to ‘Inspection Data’
27
Exercise: Create a Spreadsheet for
Collecting Inspection Data
28
Formulas and Functions
• Formulas can include
– Cell References (e.g. A1, C4, D7:D23)
– Mathematical Operators (e.g. +,-,*,\)
– Functions
• Functions
– Have an input value of a cell or a range of cells
– Sometimes have options as additional inputs
– Return a value to a cell (or to a formula that is calling
the function)
29
Using Formulas and Functions
• Enter formula using the same methods
described for inputting text.
• ALL FORMULAS BEGIN WITH =
e.g. =SUM(A1:A10)
30
Syntax for a Simple Function
2. Function 4. Reference
Name. 3. Opening to a Cell or a
Always in Bracket Range of Cells
ALL CAPS
1. Equal 5. Closing
Sign =SUM(A1:A10) Bracket
31
Enter formulas and functions
• Video: Adding formulas and functions
• Exercise 2
32
Our First Functions
Function Description from Excel
SUM() Adds all of the numbers in a range of cells
COUNT() Counts the number of cells in a range that contain
numbers
MIN() Returns the smallest number in a set of values. Ignores
logical values and text.
MAX() Returns the largest number in a set of values. Ignores
logical values and text.
AVERAGE() Returns the average (arithmetic mean) of its arguments,
which can be numbers or names, arrays, or references
that contain numbers
STDEV.S() Estimates standard deviation based on a sample (ignores
logical values and text in the sample)
33
Function Help in Excel
Find the ‘Insert Function’ Command on the left hand
side of the ‘Formulas’ Tab on the Ribbon
Alternatively, Shift+F3
34
Function Help in Excel
35
Exercise: Create a Spreadsheet for
Collecting Inspection Data
• The following Actual Data was collected:
36
Exercise: Create a Spreadsheet for
•
Collecting Inspection Data
Create a formula in Cell D4 that finds the difference between the actual
dimension and the target dimension of the head diameter
• Use copy to replicate the formula to cells D4:D13
• Create a formula in Cell G4 that finds the difference between the actual
dimension and the target dimension for overall length
• Use autofill to replicate the formula to cells G4:G13
• Enter the text value “Average” in Cell C14
• Enter the text Value “Standard Dev” in cell C15
• Enter the text value “Max” in Cell C16
• Enter the text value “Min” in cell C17
• Enter the text value “Average” in Cell F14
• Enter the text value “Standard Dev” in cell F15
• Enter the text value “Max” in Cell F16
• Enter the text value “Min” in cell F17 37
Exercise: Create a Spreadsheet for
•
Collecting Inspection Data
Enter the Formula =AVERAGE(D4:D13) into cell D14
• Enter the Formula =STDEV.S(D4:D13) into cell D15
• Enter the Formula =MAX(D4:D13) into cell D16
• Enter the Formula =MIN(D4:D13) into cell D17
• Enter the Formula =AVERAGE(G4:G13) into cell G14
• Enter the Formula =STDEV.S(G4:G13) into cell G15
• Enter the Formula =MAX(G4:G13) into cell G16
• Enter the Formula =MING4:G13) into cell G17
• Suggestion: when entering formulas, try using both direct typing and
entering ranges by clicking and dragging
38
Spreadsheet Appearances
• Customize by changing
– Font
– Font Size
– Font Colour
– Adding Borders
– Adding Fill
– Adjusting Column Width/Row Height
39
Changing Fonts
Quick changes can be done within the ‘Font’ group
of the ‘Home’ tab on the ribbon.
41
Adding Borders
Method 1:
Step 1: Highlight the cell (or range of
cells) to be modified.
Step 2: Select the borders icon from
the “Font” group of the
“Home” tab on the ribbon.
Step 3: Select the desired border
treatment.
42
Adding Borders
Method 2:
Step 1: Highlight the cell (or range of
cells) to be modified.
Step 2: Right-click on the selected
range.
Step 3: Select ‘Format Cells’ from the
drop down menu that
appears.
(Continued on next slide)
43
Adding Borders
Method 2 (Continued):
Step 4: Select the ‘Border’ tab. (Note
that this is the same dialog
box that we used for number
formatting and font
modification)
Step 5: Select Border weights and
positions as desired.
44
Adding Fill
Method 1:
Step 1: Highlight the cell (or range of
cells) to be modified.
Step 2: Select the fill icon from
the “Font” group of the “Home”
tab on the ribbon.
Step 3: Select the desired fill
treatment.
45
Adding Fill
Method 2:
Step 1: Highlight the cell (or range of
cells) to be modified.
Step 2: Right-click on the selected
range.
Step 3: Select ‘Format Cells’ from the
drop down menu that
appears.
(Continued on next slide)
46
Adding Fill
• Method 2 (Continued):
• Step 4: Select the ‘Border’ tab. (Note
that this is the same dialog
box that we used for
number formatting, font modification
and adding borders)
• Step 5: Select Fill colour, effects and
patterns as desired.
47
Conditional Formatting-Watch Videos
• Video: Formatting tips to build compelling spreadsheets
• https
://www.linkedin.com/learning/excel-2016-conditional-form
atting-in-depth
48
Conditional Formatting
• Rule based system that applies formatting based
on the value of a cell.
• Allows for dynamic highlighting that draws
attention to a value after data is entered.
• Found in the ‘Styles’ Group of the ‘Home’ tab on
the ribbon.
49
Conditional Formatting
• Example: Select the format cells that are greater
than option.
• The dialog box shown below appears
• Formatting is applied to the cell only if the value
is greater than the value specified.
50
Conditional Formatting
• Can also be applied based on:
– Less than
– Between
– Equal to
– Text that Contains
– Date Occurring
– Duplicate Values
– Top or Bottom 10 items
– Top or Bottom 10%
– Above or Below Average
51
Exercise: Create a Spreadsheet for
Collecting Inspection Data
• Use borders and fill to create a finished look on the table.
• Use Conditional Formatting to identify the samples that are out of tolerance.
• Change the tolerance ranges to show the results graphically
52
Activity
• Practical Exercise
53