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Essentials - Excel Basics

The document provides an overview of Microsoft Excel, highlighting its primary uses in data entry, management, and financial analysis. It details essential functions such as SUM, TRIM, PROPER, CONCATENATE, and VLOOKUP, along with instructions for their application. Additionally, it explains how to create and utilize PivotTables for summarizing large datasets effectively.

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Manas Badu
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2 views

Essentials - Excel Basics

The document provides an overview of Microsoft Excel, highlighting its primary uses in data entry, management, and financial analysis. It details essential functions such as SUM, TRIM, PROPER, CONCATENATE, and VLOOKUP, along with instructions for their application. Additionally, it explains how to create and utilize PivotTables for summarizing large datasets effectively.

Uploaded by

Manas Badu
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Excel basics

Excel is one of the most used software packages used in business. Microsoft Excel is the industry leading
spreadsheet software program, a powerful data visualization and analysis tool. In excel, data is arranged in
rows and columns and each unit data is filled in a cell. Excel is typically used to organize data and perform
financial analysis. The main uses of Excel include:

• Data entry;
• Data management;
• Accounting;
• Financial analysis;
• Charting and graphing;
• Programming;
• Time management;
• Task management;
• Financial modeling, and many more.

Below are the primary functions used for the purpose of ERC calculations:

=SUM(range) =TRIM(A1) =PROPER(A1)


This function is used to TRIM(John Hill) = PROPER(JOHN) = John
sum values in a range. John Hill

=CONCATENATE(A1,A2) =COUNTA(range) VLOOKUP


This is used to combine data This counts the number of This function is used to look up
across several cells into one cells that have a value a value between two tables
cell and return a value.

SUM
• This function is used for totaling numbers.
• In a blank cell, enter “=SUM” then tab.
• Select the cell range that should be added, and press Enter key
TRIM
• This formula is used to trim the text by removing the unnecessary spaces between the words.
• In the below diagram, data in column K has unnecessary spaces between the words.

• After using the TRIM formula, the results are as shown in column L below
PROPER
• This function helps converting any text cell into a sentence case word. In the below figure, column
K has the names with inconsistent format.

• In the column L, =PROPER(K2) formula helps to convert the name into sentence case format.

CONCATENATE
• This function combines data in different cells into one cell. Below figure depicts the exact use this
function.
• Column C has the data in different cells and the desired output is in cell D2.
• =CONCATENATE(C2,C3,C4,C4,C5,C6) will provide the output as “JohnDoelosthisdog”, but this is
absurd. Adding space between the words is gives an comprehensible output. Adding “ “ between
each cell reference in the formula results in the desired output. i.e., =CONCATENATE(C2,” “,C3,”
“,C4,” “,C4,” “,C5,” “,C6). Below figure gives a clear picture on usage of the formula.

PIVOT TABLE
A PivotTable is an interactive way to quickly summarize large amounts of data. A PivotTable is especially
designed for:

• Querying large amounts of data in many user-friendly ways.


• Subtotaling and aggregating numeric data, summarizing data by categories and subcategories.
• Expanding and collapsing levels of data to focus your results, and drilling down to details from the
summary data for areas of interest to you.
• Presenting concise, attractive, and annotated online or printed reports.

Pivot table option is available in the thread - Ribbon tab > Insert > Pivot table > Select “Ok”
For example, here's a simple list of household expenses for the first quarter of the year.
To analyze the total expenses by category, pivot table can be used. Pivot table option is available in the
Ribbon tab > Insert > Pivot table > Select “Okay”.

After selecting the pivot table as in above, additional dialog box pops up to select the data and choosing
the location for pivot table.
After clicking “ok”, pivot table is populated in a new tab. Pivot table fields in the new tab helps in
designing the pivot table. The headers of the data are listed along with a checkbox. These headers should
be moved by dragging to any of the fields Filters, Columns, Rows, and Values.

• Filters area fields are shown as top-level report filters above the pivot table, like this:
• Columns area fields are shown as Column Labels at the top of the PivotTable, like this:

• Rows area fields are shown as Row Labels on the left side of the PivotTable, like this:
• Values area fields are shown as summarized numeric values in the PivotTable, like this:

If there is more than one field in an area, order can be rearranged by dragging the fields into the desired
precise position. To delete a field from the PivotTable, drag the field out of its areas section.

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