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Introduction to
Microsoft Excel 2013
I. Introduction Microsoft Excel Microsoft Excel is a powerful electronic spreadsheet program you can use to automate accounting work, organize data, and perform a wide variety of tasks. Excel is designed to perform calculations, analyze information, and visualize data in a spreadsheet. Also this application includes database and charting features. A. Launch Excel To launch Excel for the first time: 1. Click on the Start button. 2. 2. Click on All Programs. 3. 3. Select Microsoft Office from the menu options, and then click on Microsoft Excel 2013. B. Windows Features The purpose of the window features is to enable the user to perform routine tasks related to the Microsoft applications. All the Office applications share a common appearance and similar features. The window features provide a quick means to execute commands. Here are some pertinent Excel features: C. Spreadsheet terms Additional Spreadsheet terms Expand Formula Bar Button - This button allows you to expand the formula bar. This is helpful when you have either a long formula or large piece of text in a cell. Worksheet Navigation Tabs - By default, every workbook starts with 1 sheet. Normal View - This is the “normal view” for working on a spreadsheet in Excel. Page Layout View - View the document as it will appear on the printed page. Page Break Preview - View a preview of where pages will break when the document is printed. Zoom Level - Allows you to quickly zoom in or zoom out of the worksheet. Horizontal/Vertical Scroll - Allows you to scroll vertically/horizontally in the worksheet. Navigating in the Excel Environment Key Description ARROW Move one cell up, down, left, or right in a worksheet. SHIFT+ARROW KEY KEYS extends the selection of cells by one cell. BACKSPACE Deletes one character to the left in the Formula Bar. Also clears the content of the active cell. In cell editing mode, it deletes the character to the left of the insertion point. DELETE Removes the cell contents (data and formulas) from selected cells without affecting cell formats or comments. In cell editing mode, it deletes the character to the right of the insertion point. END Moves to the cell in the lower-right corner of the window when SCROLL LOCK is turned on. Also selects the last command on the menu when a menu or submenu is visible. CTRL+END moves to the last cell on a worksheet, in the lowest used row of the rightmost used column. If the cursor is in the formula bar, CTRL+END moves the cursor to the end of the text. CTRL+SHIFT+END extends the selection of cells to the last used cell on the worksheet (lower-right corner). If the cursor is in the formula bar, CTRL+SHIFT+END selects all text in the formula bar from the cursor position to the end—this does not affect the height of the formula bar. Navigating in the Excel Environment ENTER Completes a cell entry from the cell or the Formula Bar, and selects the cell below (by default). ESC Cancels an entry in the cell or Formula Bar. Closes an open menu or submenu, dialog box, or message window. HOME Moves to the beginning of a row in a worksheet. CTRL+HOME moves to the beginning of a worksheet. PAGE Moves one screen down in a worksheet. DOWN PAGE UP Moves one screen up in a worksheet. SPACEBAR In a dialog box, performs the action for the selected button, or selects or clears a check box. CTRL+SPACEBAR selects an entire column in a worksheet. SHIFT+SPACEBAR selects an entire row in a worksheet. CTRL+SHIFT+SPACEBAR selects the entire worksheet. TAB Moves one cell to the right in a worksheet. D. Mouse Pointer Styles The Excel mouse pointer takes on many different appearances as you move around the spreadsheet. The following table summarizes the most common mouse pointer appearances: E. Spreadsheet Navigation The following table provides various methods to navigation around a spreadsheet. Method Description mouse pointer Use the mouse pointer to select a cell. scroll bars Use the horizontal and vertical scroll bars to move around the spreadsheet to view columns and rows not currently visible. Click the mouse pointer once the desired cell is visible. arrow keys Use the left ¬, right ®, up , and down ¯ arrows to move accordingly among cells. Enter Press the Enter key to move down one cell at a time. Tab Press the Tab key to move one cell to the right. Ctrl+Home Moves the cursor to cell A1. Ctrl+End Moves the cursor to the last cell of used space on the worksheet, which is the cell at the intersection of the right-most used column and the bottom-most used row (in the lower-right corner). End + arrow Moves the cursor to the next or last cell in the current column or key row which contains information. F. Basic Steps For Creating a Spreadsheet 1.Made a draft of your spreadsheet idea on paper. 2.Enter the data from your draft onto the actual spreadsheet. 3.Format your data after entering onto the spreadsheet. 4.Calculate data by using mathematical formulas. 5.Save the document. 6.Preview and Print the spreadsheet. II. Enter and Format Data A. Entering Text Any items that are not to be used in calculations are considered, in Excel’s terminology, labels. This includes numerical information, such as phone numbers and zip codes. Labels usually include the title, column and row headings. To Enter Text/Labels: 1) Click in a cell 2) 2) Type text 3) 3) Press Enter
NOTE: By default, pressing the Enter key will move you to
the cell below the active cell. Auto Fill Frequently, it is necessary to enter lists of information. For example, column headings are often the months of the year or the days of the week. To simplify entering repetitive or sequential lists of information, Excel has a tool called Autofill.
This tool allows preprogrammed lists, as well as
custom lists, to be easily added to a spreadsheet. Some examples of the automatic auto fill lists are months, days, etc. Entering Values Numerical pieces of information that will be used for calculations are called values. They are entered the same way as labels. It is important NOT to type values with characters such as “,” or “$”. To Enter Values: Navigate to a cell 2) Type a value 3) Press Enter B. Adjust Column Width Initially all columns have the same width in a spreadsheet. Often you will need to make columns wider or narrower. meth Description od dragging method Move the cursor up to the column heading area and point to the vertical line to the right of the column that you want to change. When the cursor becomes a "plus sign" with horizontal arrows, press the mouse button and drag in either direction to resize the column. Release the mouse button to accept the new size. double click to Move the cursor up to the column heading area and point auto fit to the vertical line to the right of the column that you want to change. When the cursor becomes a "plus sign" with horizontal arrows, double click to AutoFit this one column. AutoFit a range Use the mouse to select the range of cells that needs to be adjusted and on the Home ribbon in the Cells group, choose Format, and the select the AutoFit Column Width option. Type Text and Numbers Use the plus sign mouse pointer to select a cell then begin typing in that cell to enter data. If there is existing text/data in a cell, the new text will replace the existing text. Press the Enter or Tab key after typing text in a cell.
1. Type the following text and numbers in rows 10 and 11:
D. Undo and Redo Use the Undo button to undo (reverse) previous actions in reverse sequence. Choose this option immediately after performing an unwanted action. Note that Undo is not available for all commands. The Redo button will restore the process that was just undone.
1. Click on the Undo button. The last item that you typed is removed from the spreadsheet
2. Click on the Redo button. The text that you removed
with Undo should be replaced Basic Formulas Basic Formulas Microsoft Excel is an electronic spreadsheet that automates manual calculations involved in accounting and bookkeeping. After you have typed the basic text and number entries in a spreadsheet cell, Excel can perform the math calculations for you. You will learn how to create formulas and functions to perform calculations in a spreadsheet. Example formulas are: =D15+D18+D21 =B4-B12 =A10/B15 =(B16+C16)*1.07
Do not use any spaces in formulas. Also,
when creating formulas you may choose to either type the cell address or use the mouse to select the cell address. A. Create a Formula You can create any type of math calculation on your own using the following mathematical operators
Symbol Meaning
= equals - used to begin a calculation
+ addition - subtraction * multiplication / division ^ exponentiation ( open parenthesis - used to begin a grouping ) close parenthesis - used to close a grouping