Microsoft Excel Guide 5.

Status Bar: Shows the current status of the worksheet and

provides quick access to tools like zoom.
Purpose of the Course
Working with Workbooks and Worksheets
The aim of this guide is to provide a comprehensive understanding
Creating a New Workbook
of Microsoft Excel and its application in managing data,
1. Go to File > New > Blank Workbook.
performing calculations, and creating visual representations of
2. Alternatively, use the shortcut Ctrl + N.
information in business and personal contexts.
Saving a Workbook
Introduction to Microsoft Excel 1. Save: Updates the existing file.
Microsoft Excel is a spreadsheet program that is part of the 2. Save As: Creates a new file.
Microsoft Office suite. It is used for organizing, analyzing, and o Go to File > Save As.
visualizing data through cells arranged in rows and columns. Excel o Choose the location, type a name, and click Save.
supports features like mathematical functions, charts, pivot tables, Renaming Worksheets
and macros for automation. 1. Right-click the sheet tab.
Key Terms 2. Select Rename and type the new name.
1. Workbook: The entire Excel file containing one or more 3. Press Enter.
sheets. Adding and Deleting Sheets
2. Worksheet: A single spreadsheet within a workbook. 1. To add: Click the + icon next to the sheet tabs or press
3. Cell: The intersection of a row and a column (e.g., A1, B2). Shift + F11.
4. Range: A group of selected cells (e.g., A1:A10). 2. To delete: Right-click the sheet tab and select Delete.
5. Formula: An equation used to perform calculations. Data Entry and Formatting
6. Function: Predefined formulas such as SUM, AVERAGE, Entering Data
etc. 1. Click on a cell and type the data.
Getting Started with Excel 2. Press Enter to move to the next cell.
Opening Excel Formatting Cells
1. Click the Start button. 1. Font Style: Go to the Home tab, and select font style, size,
2. Go to All Programs, select Microsoft Office, and click or color.
Microsoft Excel. 2. Alignment: Use the alignment group on the Home tab to
Excel Screen Components center, left-align, or right-align text.
1. Title Bar: Displays the name of the workbook. 3. Number Format: Apply currency, percentage, date, or
2. Ribbon: Contains tabs with commands and tools. custom formats.
3. Formula Bar: Displays the contents of the active cell and 4. Cell Borders and Fill: Use the Borders and Fill Color
allows editing. tools from the Home tab.
4. Worksheet Area: Where cells are organized into rows and Using Formulas and Functions
columns. Creating Formulas
1. Start with an equal sign (=).
 2. Enter the formula (e.g., =A1+B1). 3. Choose a rule (e.g., highlight cells greater than a value).
3. Press Enter. Macros
Common Functions 1. Go to View > Macros > Record Macro.
1. SUM: =SUM(A1:A10) adds values in a range. 2. Perform the actions to record.
2. AVERAGE: =AVERAGE(A1:A10) calculates the mean. 3. Stop recording and save.
3. IF: =IF(A1>10, "Yes", "No") checks a condition. Printing in Excel
4. VLOOKUP: =VLOOKUP(lookup_value, table_array, Print Preview
col_index_num, range_lookup) searches for a value in a 1. Go to File > Print or press Ctrl + P.
table. Page Layout
Absolute vs. Relative References 1. Use Page Layout > Orientation for portrait or landscape.
1. Relative: Adjusts when copied (e.g., =A1+B1). 2. Adjust margins under Margins.
2. Absolute: Stays constant (e.g., =$A$1+$B$1). Printing Options
Working with Charts 1. Print the active sheet, selected range, or entire workbook.
Creating Charts 2. Set print titles under Page Layout > Print Titles.
1. Select the data range.
2. Go to the Insert tab. Note: This guide provides the foundational skills for using
3. Choose a chart type (e.g., column, line, pie). Microsoft Excel effectively. Practice these tasks regularly to
Customizing Charts build confidence and explore advanced features for more
1. Use the Chart Tools tabs (Design and Format) to edit complex data management needs.
elements like titles, axes, and colors.
2. Add data labels by right-clicking on the chart and selecting
Add Data Labels.
Data Analysis Tools
Sorting and Filtering
1. To sort: Select the range, go to the Data tab, and click Sort.
2. To filter: Use Filter under the Data tab and apply criteria.
Pivot Tables
1. Select your data.
2. Go to Insert > PivotTable.
3. Drag fields to the Rows, Columns, Values, or Filters areas.
Advanced Features
Conditional Formatting
1. Highlight a range.
2. Go to Home > Conditional Formatting.