MS-Excel: Introduction
MS-Excel: Introduction
Basics of MS Excel
What is MS Excel?
MS Excel is a spreadsheet program where one can record data in the form of
tables. It is easy to analyse data in an Excel spreadsheet. The image given below
represents how an Excel spreadsheet looks like:
Click on Start
Then All Programs
Next step is to click on MS Office
Then finally, choose the MS-Excel option
Alternatively, you can also click on the Start button and type MS Excel in the
search option available.
What is a cell?
A spreadsheet is in the form of a table comprising rows and columns. The
rectangular box at the intersection point between rows and columns forms a
cell. Given below is an image of a cell:
The cell address is the name by which is cell can be addressed. For example, if
row 7 is interested in column G, then the cell address is G7.
Features of MS Excel
Various editing and formatting can be done on an Excel spreadsheet. Discussed
below are the various features of MS Excel.
Home
o
Insert
Comprises options like table format and style, inserting images and
figures, adding graphs, charts and sparklines, header and footer
option, equation and symbols
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Page Layout
Themes, orientation and page setup options are available under the
page layout option
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Formulas
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Data
Adding external data (from the web), filtering options and data
tools are available under this category
o
Review
o
View
MS Excel
There are certain things which one must know with respect to MS Excel, its
applications and usage:
1. In your worksheet, click File > Print or press Ctrl + P. This will get you
to the Print Preview window.
2. In the Copies box, enter the number of copies you want to get.
3. Under Printer, choose which printer to use.
4. Under Settings, specify exactly what to print and configure the page
margins, orientation, paper size, etc.
5. Choose what to print: selection, sheet or entire workbook. To tell Excel
which data and objects should be included in the printout, under Settings,
click the arrow next to Print Active Sheets, and choose one of these
options:
6.
7. Click the Print button
Sharing: to share a workbook with other simply click File > share. You can
share by saving to the cloud or onedrive or you can send as an attachement or
PDF file in an email. Another way is to click review tab > Share Workbook.
Make sure you mark the type of permission user will be granted like editing or
just viewing.
Saving: To save the file, click the File menu at the top-left corner, and then
select Save As. Depending on your version of Excel, you'll usually have the
option to save the file to your computer or OneDrive. Once its been saved once,
then you can just hit the save button in the quick access toolbar.
1. Creating a Spreadsheet:
2. Editing a Spreadsheet:
To enter data into a cell, simply click on the cell and start typing.
To edit existing data, double-click on the cell you want to edit, or select
the cell and make changes directly in the formula bar.
You can also use formulas and functions to perform calculations or
manipulate data. Type "=" to start a formula.
3. Saving a Spreadsheet:
To save your spreadsheet, click on the "File" tab in the top left corner.
Choose "Save As" if you're saving the workbook for the first time or want
to save it with a new name. Otherwise, select "Save" to overwrite the
existing file.
Choose the location where you want to save the file, enter a name for the
workbook, and select the desired file format (e.g., Excel Workbook
(.xlsx)).
Click "Save" to save the workbook.
4. Printing a Spreadsheet:
working with functions & formulas, modifying worksheets with color &
auto formats
- **Entering Formulas:** Start by selecting the cell where you want the result
to appear. Then, type the equal sign "=" followed by the desired formula or
function. For example, "=SUM(A1:A10)" adds the values in cells A1 through
A10.
- **AutoFill:** Excel's AutoFill feature allows you to quickly fill cells with
data or formulas. After entering a value or formula in a cell, hover your cursor
over the bottom right corner of the cell until you see a small square (the fill
handle). Click and drag this handle to fill adjacent cells with the pattern.
- **Cell Formatting:** Select the cells you want to format, then navigate to the
Home tab on the ribbon. Here, you can change the font, font size, font color, cell
borders, and fill color using the formatting options provided.
- **Color Scales, Data Bars, and Icon Sets:** These are advanced types of
conditional formatting that provide visual representations of data. Color scales
apply color gradients to cells based on their values, data bars display bars
proportional to cell values, and icon sets add icons based on cell values.
- **Cell Styles:** Excel offers predefined cell styles that you can apply to
quickly format cells with a consistent look and feel. Access these styles from the
Home tab > Cell Styles.
**Additional Tips:**
- Use the Formula Auditing tools (found in the Formulas tab) to trace precedents
and dependents, evaluate formulas, and identify errors in your calculations.
- **Bar Chart:** Similar to a column chart, but with horizontal bars. Useful for
comparing values of different categories.
- **Scatter Plot:** Displays the relationship between two sets of data points.
Useful for identifying correlations.
- **Area Chart:** Similar to a line chart but with the area beneath the line filled
in. Good for visualizing cumulative totals over time.
- **Chart Styles:** Excel offers various pre-designed chart styles that you can
apply to change the appearance of your chart quickly.
- **Chart Elements:** Customize chart elements such as titles, axis labels,
legends, gridlines, and data labels to enhance clarity.
- **Data Series:** You can modify the appearance of individual data series
within a chart, including colors, markers, and line styles.
**7. PivotCharts:**
If you're working with PivotTables, you can create PivotCharts to visualize your
summarized data dynamically.
Excel has most of the common graphs that are used for statistics. The types of
graphs in Excel include:
1. Bar/Column Graphs
A bar graph shows information about two or more groups. Bar graphs are
mainly used to make comparisons across a range.
2. Pie Graphs
A pie chart is nothing but a circular graph representing data in the form of a
pie/circle. It is divided into different sections, each one representing a
proportion of the whole.
3. Line Graphs
A scatter plot, also called a coordinate graph, uses dots to represent the data
values for two different variables, one on each axis. This graph is used to find a
pattern/ relationship between two sets of data.
5. Area Chart
An area chart depicts the change of two or more data points over time. They are
similar to the line charts, except the area charts are filled with color below the
line. This chart is useful to visualize the area of various series relative to each
other.
Formatting worksheets
Formatting worksheets in Microsoft Excel allows you to enhance the
appearance, readability, and organization of your data. Here's a guide on
formatting worksheets effectively:
**1. Cell Formatting:**
- **Font:** Change the font style, size, and color using options in the Font
group on the Home tab. Make sure to choose a font that is easy to read.
- **Alignment:** Align text horizontally (left, center, right) and vertically (top,
middle, bottom) using options in the Alignment group on the Home tab.
- Excel provides predefined cell styles that combine various formatting options.
Access these styles from the Cell Styles group on the Home tab.
- **Borders:** Add borders around cells or cell ranges to visually separate data.
Use options in the Font group on the Home tab to apply borders.
- Merge multiple cells into one and center the content across the merged cells.
Use the Merge & Center option in the Alignment group on the Home tab.
- Adjust the height of rows and the width of columns to accommodate different
content. Hover over the boundary between row or column headers, then click
and drag to resize.
- Freeze rows or columns to keep them visible while scrolling through large
datasets. Use the Freeze Panes options in the Window group on the View tab.
- Configure page layout settings such as margins, orientation, and page size for
printing. Access these options from the Page Layout tab.
**9. Themes:**
- Apply built-in themes to quickly change the overall look of your worksheet.
Access themes from the Themes group on the Page Layout tab.
**10. Comments:**
- Add comments to cells to provide additional information or context. Use the
New Comment option in the Comments group on the Review tab.