Icrosoft Xcel: Compiled By: M. Patrick © Updated Sept 2015
Icrosoft Xcel: Compiled By: M. Patrick © Updated Sept 2015
Icrosoft Xcel: Compiled By: M. Patrick © Updated Sept 2015
Active Cell
Formula Bar
Column Headings
Row
Numbers
Scroll
Sheet scroll bar Bars
arrows
Sheet Tabs
Zoom Scroll Bar
Additional
Shortcut Icons
Close Worksheet button – This will only close the active worksheet, not the
whole programme. It is possible to have a few worksheets open at the same
time.
Active address – This shows the address of the active cell as data is placed
in the cell.
Workbook title – This is the name of the workbook and the name of the file
that you have saved it as.
Formula bar – This shows what is actually inside the active cell: called the
contents. What you see in the cell is not necessarily what is inside it…what
you see is the cell value. Eg, a cell may contain a formula – what you see in
the cell is the answer after Excel worked out the formula. Eg. If you want
Excel to work out 1+1, the formula bar will show the formula but the cell itself
will show the answer.
Menu bar – Many operations can be done in Excel – they are listed from
menus in the same way as MS-Word.
Sub Sections – (see picture ‘Sub Section Close Up’ above).
Each Menu is divided up into sub sections relating to its functions. It consists
of icons which are like shortcuts to a function. Additional information is
available when you click on the small arrow on the bottom right corner.
Scrollbars – They move the image of the workbook allowing you to see the
current area of work since you can’t see it all at once.
Sheet tabs – This allows a particular sheet to be viewed. If the sheet you
want to look at is not in the window at that time, click on the sheet scrollbar
to bring it into view.
Sheet Scroll Bar – This allows you to move to those sheets that cannot be
seen as they are outside the view of the Tabs bar.
Zoom Scroll Bar – By clicking on the + or – you can enlarge or reduce the
page size to suit your application.
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Task 1
1. Open Excel and notice the Tab at the bottom of the page. This
is ‘Sheet1’. On the right is a sign Click on it for ‘Sheet2’
2. Using your right mouse button, click on Sheet2. The choices
are shown in the box on the right. OR Double Click to “Rename”
it
3. Clicking on any words will activate the command.
4. With the right mouse button, click on ‘sheet1’, now choose
“Rename”. The words will be highlighted in blue with white letters.
5. Immediately type Task 1 and press the “Enter” key. See the
diagram below for the result.
Selecting a column
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Method 3. Click the Right mouse button on the column border, choose “Column
Width” and enter a value.
Method 4. Double clicking the right border of a column header will set the width to the
widest data in that column.
Row heights are determined automatically by the tallest font size in that row.
You can set the row heights manually just like the columns. The Row or Rows must
be selected first. In the same way as with columns you can Insert, Delete and Hide
Rows.
Task 3
1. Click and drag the lower Row border with the mouse to the desired height.
2. Click the Right mouse button on the Row border, choose “Row height”
and enter a value.
3. Double clicking the bottom border of a Row will set the height automatically.
4. Go to the Menu “Home”, then sub-section “Cells” choose “Format”, then
Row height, and enter a value.
4) The Cell
The intersection of a row and column is called a Cell, eg. Cell B2 is found where
Column B intersects with Row 2.
Cells contain information, and operations can be carried out on individual cells.
Whichever cell is being worked with at the time, will be highlighted by a dark outline,
often with a cursor blinking within it.
Whatever you type in a cell, will appear in the “Formula bar” at the top of the
spreadsheet (See Pg 1). You can use the Backspace key to delete any errors (in
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that bar) that you may make as you are typing. You can also double click within the
cell.
Once you are happy with the data in that cell, press “Enter” or one of the arrow keys
or use your mouse to click in any other cell. If you press “Enter” the next cell below
will become active. This can be very useful when entering long columns of data.
If you start typing and decide that you no longer want that information, press
“Escape” and the cell will remain unchanged.
Task 5
Cell No: C2 C3 C4 C5
Data: HOUSE CHAIR HAT TEA
Cell No: D2 D3 D4 D5
Data: 243 526 675 924
2. Select the range B2:D5
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Task 6 (Method 1)
Values
These are just numbers entered as figures, eg. 123.456. Obviously you will have to
add a (-) sign for negative values etc. eg. (5) (with brackets) will be considered to be
a negative number, ie. It will be taken as being -5. Typing the symbol % after your
number will immediately divide the number by 100. Excel however can also add the
% symbol automatically if required. You can also tell it to see the numbers as
currency and it will automatically ad the R symbol and the cents after the full stop.
Labels are characters or text – most often they are words. But they may also be
numbers which will be treated as text. If you would like a number to be treated as
text, type it with an apostrophe in front of it, eg. ‘123.45 will be treated as text. These
numbers can still be used as numbers as long as they do not have text included in
them as well. Eg, if you have a label 123.45A – it will be seen only as text and no
calculations can be performed on it.
Labels are usually used for row or column headings or for titles.
Formulas In order for a formula to work, it must have an = sign in front of it in the
“Formula” bar.
Formulas can have a combination of cell references, operators (like +, -, etc) and
constants to calculate values. Eg. =A7*35+22.98…this formula will take the value
found in the cell A7 and multiply it by 35 and then add 22.98 and place the answer in
whichever cell where your cursor was. Formulas will be covered in more detail in
Chapter 5b.
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Task 7
This process of data filling also works by dragging to the right or left along the row.
Copying Formulas using Auto Data fill
What makes spreadsheets so powerful is the fact that they contain formulas which
will automatically be changed to take into account new positions, etc. Eg. If you want
to find the square root of a column of numbers, it is only necessary to write the
formula for the first number in the column, then copy it in a single step for the
remaining numbers. See Task 8 next:-
Task 8
To copy the formula, do the following :-
1. Place the numbers 5 & 6 in A1 and A2 as
shown and use the automatic data fill up to 9.
2. Select the cell where you require the
answer, in this case – B1
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3. Go to the formula bar and place the ”=” (equal sign) to start a formula.
4. Click on cell A1 (notice A1 in the formula bar). Press the * (star) key
(indicating multiply) then click on the A1 cell again. Your formula bar should
show: =A1*A1 – this, obviously then is the square root of whatever is in cell
A1.
5. Press Enter to confirm your formula, and your answer will appear in B1.
6. To repeat the formula for the rest of the column drag the box corner down and
this will automatically repeat the formula relative to the cell alongside it.
Formula bar
Click on the cell B2…it has changed to accommodate the new formula. In other
words, it is no longer A1*A1, now the formula in Cell B2 shows A2*A2.
Each copy of the formula, is changed by the spreadsheet to apply to the correct cell.
The spreadsheet knows that it must change the formula used in the original formula.
These are known as relative addresses as they are related to the cell alongside.
The formula in the task above changed in comparison with the cell alongside it.
In other words the formula in B1 was relative to the data in A1. When the formula
was dragged to B2 then it was relative to A2. The formula in B3 was relative to the
data in A3 etc. Excel is designed to do this as a standard procedure.
BUT
There is a problem if you actually want the formula to refer to a particular cell,
eg. If you want to multiply a few values by a constant value stored somewhere in the
spreadsheet. Using the example above, we now want to multiply each answer by a
constant value like the value stored in cell D1…9.99 and place it where our original
formula was – now we will have A1*B1*D1 shown in the formula bar.
Formula bar
In other words you want 25 (B1) X 9.99 and 36 (B2) X 9.99 and 49 (B3) X 9.99 etc.
If you try to copy the formula as shown above to the other cells, by dragging the
formula down, it would give an answer relative to the data in D1 then D2 and D3 etc.
Task 9
1. Place the number 9.99 in cell D1.
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To change this, and get this cell (B2) making reference to D1, you have to make the
cell D1 ‘Absolute’. You do this by adding a $ sign in front of the D (Column) and a $
sign in front of the 1 (Row). So, in our example, the column D will become $D and the
row 1 will be $1. So the formula would look like this:-
=A1*A1*$D$1
Once you have made the changes by adding in the $ signs, press enter. You must
now drag the formula down again to re-fresh with the new formula. You will see that
the figures have changed accordingly.
Just to confirm that this works, change the value in cell D1 to 10 and observe the
automatic change to the other values.
Since Excel is run on Windows it also has the capability to move data within cells and
from one sheet to another using the Cut, Copy and Paste functions. In the same
way if you select a cell and press the “Delete” key, the contents of that cell will be
deleted although not all formatting, such as borders and colouring will be deleted. To
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delete everything including colour and formatting, “Right Click” on the cell and
choose “Delete” choose “Shift cells up” and observe the change.
Task 10
Select the cells A1 to A5. Go to the “Home” menu and click on “Copy”. This now
places your data in RAM memory. Click on the cell C7. Go to the “Home” menu
again and press “Paste”. The same information that was in A1 – A5 now appears in
C7 and below. You could even move to a “Sheet2” and “Paste” the data there. You
will notice then that the formulas make reference to “Sheet1”. Any changes in
Sheet1 will reflect in Sheet2.
Please note that in the “Edit” menu, alongside the words “Cut”, “Copy” and “Paste”
there is a short-cut to that command shown.
These are standard Windows commands and the keys X,C & V are next to each
other at the bottom left side of the keyboard, making it easier to remember.
Calculating in Excel
6) The Formula
The most important part of a spreadsheet is its ability to calculate formulas. A formula
consists of operators, constants, variables and functions.
Operators are + - * / = etc.
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For example: 5+2*3 = 11 because the multiplication operator * has priority over
the + sign (in other words, it is dealt with first).
If you had brackets around the 5+2, it would be dealt with first, ie. (5+2)*3 = 21
This is because brackets are dealt with BEFORE any of the operators mentioned
above except the ^.
Comparison operators : They are used to compare values. Eg. 57>56 gives a
result of the logical (referred to as Boolean) value TRUE. Strings can also be used,
Eg. “B”>”A” also gives the result TRUE because in ASCII, B is greater than A.
The function IF is most often used with comparison operators, but that will be dealt
with later. AND, OR, NOT are also Excel functions and will also be dealt with later.
7) The Function
Instead of creating your own formula, Excel has a built in Function option to assist
you to format the data in your sheet.
Your main menus include a tab called ‘Formulas’. Once selected, you will see the
following formula and function options.
The layout on your screen may be slightly different depending on screen settings.
The sub-section ‘Function Library’ gives you category shortcuts to assist you in the
choice of the function you require. For instance, you might be looking for a formula
requiring a Maths or Trig function. Choose the icon for that function and a window
with a full range of choices will appear. Should you require more assistance then go
to the bottom of the menu and click in the button
This button is available on all the shortcut functions and also on the left of the screen.
This ‘Insert Function’ window gives the ‘Function Dialogue Box’ giving you the
option of typing your requirement for a specific need. For instance, type “Square
Root”. Click ‘Go’ and it will find the function ‘SQRT’.
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a)
AutoSum Icon
Excel provides you with a quick short-cut solution to a problem by
providing you with an Icon on your toolbar allowing you to use
favourite functions fast. (This Icon can be found both in the
“Formula” and “Home” tabs)
This Icon not only has AutoSum available
but other favourites such as Average,
Count, Max, Min and more. Clicking on
“More Functions” will bring up the normal
formula dialogue box. The programme
assumes you want to reference the cells
above the cell you clicked on, should this
be incorrect you have the option of
changing the cells requiring the sum.
Task 11 AutoSum
Enter the figures shown above. Click on Cell A7 then click on the AutoSum Icon.
The cells to be totalled will be highlighted. Just press enter to complete the
transaction. (Pressing enter means you are now on the cell below, keep this in mind)
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Task 12 Average
Delete the information in cell A7 (the total you just placed there). Now click the small
arrow next to the AutoSum Icon. Choose Average and note the figure given.
Task 13 Maximum
Delete the information in cell A7 (the Average you just placed there). Click the small
arrow next to the AutoSum Icon again. Choose Max and note the figure given.
Check the answer visually to see what value the maximum number is.
Task 14 Minimum
Repeat the same as above but use the Min option and view the results.
Task 15 Count
Repeat the same as above but use the Count option. The result is, that only the
cells with numbers in them, are counted. In other words it will not “Add” the numbers
(Sum), but will tell you how many cells have numbers in them. This does not work
with text (letters) or any cell that has been formatted as text.
b) Logical functions
A logical function can only be true or false…
FUNCTION RESULT
AND
IF
OR
FALSE
TRUE
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Some examples :-
Task 16 - IF
The Logical test we shall make is that any number “Greater than and equal to 50” in
Cell “A4” must say “Pass” if it is true, and “Fail” if it is false.
Where it says Logical_test, ensure your cursor is in the box then, go to cell A4 and
select it. A4 will appear in the box. Now add to your argument >=50 as shown. In the
‘Value_if _true’ area, type “Pass”. Do the same in the ‘Value_if_false’ area but type
“Fail”. Click OK and see the result. Change the data in A4 to any number less than
50 and note the Fail appears in Cell B4 (the cell which we chose for our answer)
Task 17 - IF
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Task 18 - COUNTIF
This formula does what it says. Count (how many) numbers or letters exist in a range
if you set a criteria for any range.
Create any range of numbers, maybe 1 – 10. Choose a cell where you want your
answer and find the formula (fx) COUNTIF. Your options are to choose a range
(select the range) then choose your criteria. Lets say <6. Your answer will be 5 since
there are 5 numbers less than 6 when you count from 1 to 10.
Do the same with letters like A B C A B C A B C A– then choose the criteria as “=A”.
Your answer should be 4 since there are 4 A’s in the range.
Task 19 - OR
=OR(3+3=5)
This will give an answer FALSE because 3+3 equals 6!
=OR(4+4=3,2+7=3)
The answer would be FALSE because they are both wrong.
Task 20 - NOT
This will give the answer TRUE or FALSE for logical statements…
=NOT(5+5=11) Gives the answer TRUE because 5+5 DOES NOT equal 11!
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c) Mathematical Functions
Some common mathematical functions…
FUNCTION PURPOSE
The way that you would ask for the square root of a number is as follows : =sqrt(90)
In other words, always start with the = sign and after typing sqrt put the number in
brackets.
The way to square a number is as follows : =5^2 (also see Task 22 below)
This will take the number 5 and raise it to the power of 2, in other words, it will square
it. So, to raise a number to the 4th power : =5^4
In cell C3, place the number 25. Select the cell C4 (where we want our answer) and
click on the Formula button fx. The “Insert Function” box will arrive where you will
be required to find the formula you are looking for. Find SQRT and press OK. A new
box appears asking for the cell you want to find the Square root of. Click on the cell
C3 and your answer will appear in C4. Again experiment with other numbers.
a) In cell C5, place the number 5. Select cell D5 (where we want our answer)
and then place = in the formula bar. Now click on cell C5 – then place the ^
symbol followed by 2. Your formula is now =C5^2. Press enter and note the
results – experiment.
b) Do the same as above but click on fx then choose “Power” and you are given
a box to place your Number (or click a cell) and another to choose the
Power.
Task 23 – Pi
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Select any cell, click on Formula button fx. Find Pi and enter it in this cell.
This function only gives you the value of Pi and nothing else.
Task 24 – Product
Select cell A11 and enter 2. Select cell B14 and enter 3. Choose a cell for the
answer.
Click on the Formula button fx. Find the name PRODUCT in the “Insert function”
box. When the “Function arguments” box arrives, click on cell A1 (10). Place the
cursor in the next box [Number2] and click on cell A11 (2). Place the cursor in the
next box [Number3] and click on cell B14 (3). You can multiply 255 numbers.
You now have A1(10) x A11(2) x B14(3) giving you 10x2x3=60 in the cell you chose.
Task 25 – SIN
Place a figure 30 (Degrees) in a suitable vacant cell. Select the cell next to it. Click
on the Formula button fx. Find the SIN function and for the argument number click
on the cell with the 30. You will now have the SIN of 30. Changing the “Angle” will
obviously change the value of the answer.
Task 26 – Tan
Repeat Task 19 but place “TAN” in the cell where you require the answer.
PI
R2
Height
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Example 2
8) Charts
When you are ready to share your data with others it is often better to present your
information in the form of a chart. It has been said that “A picture paints a
thousand words”, in this case data. We will now learn how to create one of many
types of graphs available in MS-Excel.
Choosing the right type of chart best to suit the data being plotted is important. For
example use a pie-chart to compare parts such as regional percentage of a sales
total. Use a column chart to show how the sales regions performed throughout the
year. There is often an overlap between the chart types, each of which is best for
showing data in a particular way.
Task 27
Start with a new workbook and type the information on Sheet 1 as shown in the
diagram below.
Row Lables
Column Lables
We are going to create the graph on Sheet 2 from the data on Sheet 1.
1) Select the range A1:D5 and copy this to the clipboard. (Ctrl + C)
2) Select worksheet 2 (Sheet 2 tag)
3) Select Cell A1 in this worksheet and paste the information on the page. (Ctrl + V)
Note that it paste’s the information exactly as it was copied.
4) Rename the sheet “Chart 1”
Task 28
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You will find a new menu titled ‘Design’ open on the toolbar above. (Chart Tools)
3) Experiment with the choices and observe the changes (Ctrl + Z will undo them).
Task 29
1. Click on the ‘Layout’ menu (next to ‘Design’) and observe the options.
2. Experiment with the choices and observe the changes (Ctrl + Z will undo them).
Task 30
1. Click on the ‘Format’ menu (next to ‘Layout’) and observe the options.
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d) Arrange items.
e) Size the chart accurately.
You will notice that both the ‘Layout’ menu and the ‘Format’ menu
both have a sub-section named ‘Current selection’. (far left)
The one that you select here will be highlighted showing little dots
around the edges of that item.
Task 31
4. Make your choice and notice the change of the background colour.
Such changes can be more finely tuned by making choosing one of the
options as shown on the right.
Please Note: If you ‘Right Click’ on any item in the chart you
will open another menu. This menu will offer
choices for that item very similar to the ones
shown above.
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On the next page are just a few of the items that can be changed.
You will have to experiment a bit to see the full power of this
application.
Change background colour Finally you can even change the Change font and colour
Chart Type and create a new
chart on a new sheet
Change chart
wall settings
Change lable names
Change Text
Rotation
Task 32
You should now have a Pie Chart in sheet 3 with the same data. This can be edited
and pulled apart if necessary.
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9) Conditional Formatting
This feature allows you to add graphics to data thereby allowing simple visual
pictures or colour to assist in analysing your data.
Task 33
Create a range as an example 1,5,9….. Select the range then choose Conditional
Formatting at the bottom of the window choose ‘Manage Rules’
This window below appears
Go to Edit Rule. If there are no current Rules click the button New Rules,
try some rules and see what they allow to do.
Edit Rules allows changes using the criteria they suggest, you can colour cells within
the chosen range. You can add arrows, you can add ticks and crosses, you can add
Robots Red Orange and Green. There is so much choice that you will have to
browse.
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Task 34
To Merge cells you are joining the selected cells and making them
one. Select any 3 cells horizontally. Click on and
notice that the three have become one. The text is centred but can
be changed to suit. To un-merge, select the merged cells and re-click
the icon. Selecting the small arrow will give you more options.
Keep the data you had for Task 33, and select it all. Go to the Editing box
in ‘Home’ (Far right side) and choose ‘Sort and filter’. Your options give
you the choice to sort A - Z or Z – A etc. Go to ‘Custom sort’ where you
have more options such as choosing which column has preference in your
choices as well as ‘Sort on’ and what ‘Order’
12) Printing
Printing your document is not as easy as it seems. Remember the computer only
does what it is instructed to do. You have to choose what area of the sheet you wish
to print and the area or data you wish to print.
Task 36
Select the area/data you wish to print. Go to “Page Layout” and choose “Print
Area”. You now have the choice of “Clear Print Area” or “Set Print Area”. Choose
Set Print Area and then print your work. What you have selected will print. Make
sure your printer is set to the correct orientation to suit your requirements.
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