Lesson Notes For Microsoft Excel
Lesson Notes For Microsoft Excel
Lesson Notes For Microsoft Excel
MICROSOFT EXCEL
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PARTS OF THE MICROSOFT EXCEL WORKBOOK
Workbook
This is an excel file that stores information. Title Bar
By default, workbooks contain three The title bar is the first bar from the top of
worksheets (Sheet1 – Sheet3). A workbook the screen that displays the control icon and
can have up to 255 sheets. three buttons in the right-hand corner.
STANDARD TOOLBAR
No. Name of Icon Purpose
1 New Workbook Creates a new workbook
2 Open Opens a workbook
3 Save Saves a workbook
4 E-mail Sends a file to an e-mail address
5 Print Prints a workbook
6 Print Preview Previews workbook data
7 Spelling Checks the spelling in a worksheet
8 Research Researches data in the worksheet
9 Cut Moves data in a worksheet
10 Copy Copies data in a worksheet
11 Paste Pastes data in the worksheet
12 Format Painter Copies formats
13 Undo Undoes the preceding action
14 Repeat Repeats the preceding action
15 Insert Hyperlink Inserts or edits hyperlink
16 AutoSum Inserts a SUM function in the worksheet
17 Sort Ascending Sorts data in ascending order
18 Sort Descending Sorts data in descending order
19 ChartWizard Accesses the ChartWizard
20 Drawing Displays the drawing toolbar
21 Zoom Control Controls the display of a worksheet
22 Help Provides on-screen Help on Excel
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PARTS OF THE FORMATTING TOOLBAR
FORMATTING TOOLBAR
No. Name of Icon Purpose
1 Font Changes the font style
2 Font size Changes the font size
3 Bold Makes cell contents bold
4 Italic Makes cell contents italic
5 Underline Underlines cell contents
6 Align Left Aligns cell entries to the left
7 Centre Aligns cell entries to the centre
8 Align Right Aligns cell entries to the right
9 Centre Across Aligns text on the left and right margins
Column
10 Currency Style Formats a number to show dollar ($) sign, a comma as the 1000’s
separator and 2 decimal places e.g. $1,205.36
11 Percentage Style Multiplies a number by 100 and adds percentage (%) sign and 2
decimal places, e.g. 95.35%
12 Comma Style Formats a number to show a comma as the 1000’s separator and 2
decimal places e.g. 1,205.36
13 Increase Decimal Adds one decimal place to number
14 Decrease Decimal Removes one decimal place from number
15 Decrease Indent Moves information to the left
16 Increase Indent Moves information to the right
17 Borders Adds a border to a selected range
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18 Fill Colour Adds background colour to cell(s)
19 Font Colour Adds colour to the characters in cell(s)
LESSON 2
TOPIC: MOVING AROUND MICROSOFT EXCEL AND
ENTERING DATA IN MICROSOFT EXCEL
OBJECTIVES
Students should:
● know the different ways to move around in Microsoft Excel
● know the various types of data that can be entered into Microsoft Excel
● be able to identify/label the types of data that can be entered into Microsoft Excel
● be able to enter data into Microsoft Excel
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Formula
This is a sequence of values, cell addresses
and/or operators that:
• Begin with an equal sign
• Produces a new value
For example = B4 + C4
Function
This is a preset/predefined formula that
performs calculations by using specific
values called arguments in a particular order
or structure. For example = Sum(A1: A6)
Column Widths
All worksheets in a workbook are set for a
standard column width (8.43). Sometimes it
is necessary to adjust the column width
when entering data that is too long for the Using the Width option
column. Steps
● Position the cursor in the column you
Using the AutoFit Selection want to change the width of
Steps ● Click on Format
● Position the cursor in the cell containing ● Go to Column
the longest item of data ● Click on Width
● Click on Format ● Enter the exact column width you desire
● Go to Column
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● Click OK
LESSON 3
TOPIC: FORMATTING THE WORKSHEET
AND ITS DATA
OBJECTIVES
Students should:
● know the various formatting features for text that can be used in Microsoft Excel
● know the various formatting features that can be used make changes to the worksheet
Inserting a sheet
By default, workbooks contain three
worksheets (Sheet1 – Sheet3). Sometimes it
is necessary to insert other sheets into the Renaming a sheet using the right
workbook. A workbook can have up to 255 mouse button
sheets. Steps
● Right-click on the current sheet name
Steps ● Click rename
● Click on Insert ● Type the new name
● Click on Worksheet ● Press ENTER
This places the new sheet to the left of the Renaming a sheet using the Menu bar
active sheet. The worksheet can then be
Steps
moved by placing the cursor over the sheet,
● Click on Format
clicking, and dragging it to the required
● Go to Sheet
position.
● Click on rename
● Type the new name
Renaming a sheet ● Press ENTER
It is good to rename sheets to easily identify
what the type of information that the sheet
Inserting columns/rows
contains. Worksheet names can be up to 31
When a column is added to a spreadsheet, it
characters. There are several ways to
will appear to the left of the column where
rename a worksheet.
the cursor was positioned. When a row is
added to a spreadsheet, it will appear above
the row where the cursor was positioned.
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● Go to Row
Steps ● Click Unhide
● Position the cursor in the appropriate
column/row Unhiding columns in the spreadsheet
● Click on Insert Steps
● Click on Rows/Columns ● Highlight the cells in the column to the
left and in the column to the right of the
Deleting columns/rows hidden column(s)
Steps ● Click on Format
● Position the cursor in the column or row ● Go to Column
to be deleted ● Click Unhide
● Click on Edit
● Click on Delete Adjusting Row Height
● Choose Entire row or Entire column Steps
● Click OK ● Position the cursor in the row you want
to change the height of
Freezing panes ● Click on Format
This option is useful when working with ● Go to Row
large spreadsheets. In the process, the cells ● Click on Height
to the left of and above the active cell ● Enter the exact row height you desire
position are frozen. This means that they do ● Click OK
not move from the screen no matter how the
data is shifted. FORMATTING WORKSHEET DATA
(VALUES AND LABELS)
Steps
● Position the cursor in the area where you Formatting is changing the appearance of
want the panes to be frozen data entered into the spreadsheet.
● Click on Window
● Click Freeze Panes Examples of formatting for values
● Shift the screen to view the required ● General, Number, Currency,
data Accounting, Date, Time, Percentage etc.
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LESSON 4
TOPIC: INSERTING FORMULAS, COPYING FORMULAS
AND USING REFERENCES
OBJECTIVES
Students should:
● be able to insert appropriate formulas to be used in calculations
● be able to copy formulas that have been inserted in a cell
● know the difference between relative addressing and absolute addressing
A formula allows you to calculate and analyze data in a spreadsheet. A formula must begin with
an equal sign (=) and can contain values, cell addresses/references and operators. The operators
that can be used in a formula fall into two categories, Arithmetic and Comparison.
Examples of formula
Formula Explanation
= B4*C4 To multiply the value in B4 and C4
= D3/D10 To divide the value in D3 by the value
in D10
= C20 – D20 To subtract the value in D20 from the value
in C20
= F15 + E15 To add the values in F15 and E15 together
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REFERENCES
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Example of Mixed Cell Addressing A$1 The column letter will
change, but not the row
Cell Address Explanation number
$A1 The row number will
change, but not the
column letter
LESSON 5
TOPIC: FUNCTIONS
OBJECTIVES
Students should:
● be able to insert appropriate functions to be used in calculations
FUNCTION
A function is a built-in formula that can:
● automatically perform calculations
● assist in decision making based on information provided
Function Checklist
● It must begin with an equal (=) sign
● There must be a function name
● There must be arguments enclosed in parentheses (brackets). An argument is the information
required to calculate the function (usually a range). A function can have a maximum of 30
arguments and a minimum of 1.
Layout
Example 1
Function used to add consecutive ranges
= Sum(B2:B6)
Explanation of Example 1
The contents of cells B2, B3, B4, B5 and B6 will be added together. One argument is used in this
example.
Example 2
Function used to add non-consecutive ranges
= Sum(B2:B4,B6)
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Explanation of Example 2
Only the contents of cells B2, B5 and B6 will be added. Three arguments are used in this
example.
LESSON 6
TOPIC: COPYING AND MOVING DATA
OBJECTIVES
Students should:
● be able to copy data from one sheet to another
● be able to move data from one sheet to another
● be able to copy data obtained from formulae
● be able to link data
● be able to link worksheets
Steps
● Highlight the required data
● Click on the Cut or Copy icon
● Select the sheet where the data will be copied or moved
● Select the specific cell position where the data is to be copied or moved
● Click the Paste icon
This occurs because the data being copied depends on cell addresses. The Paste Special feature is
used to eliminate this problem, allowing the user to paste the data as Values. This means that in
the pasted data, the Values will appear without the formula.
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Linking data
A ‘link’ provides an automatic update of copied data as long as the original data is changed.
Links may be done when copying:
● To another part of the spreadsheet
● To another sheet within the same workbook
● To another file
Steps
● Highlight the data to be copied
● Click the Copy icon
● Move the cursor to the starting position for the
copied data
● Click on Edit
● Click Paste Special
● Select the Paste Link button
Linking worksheets
Sometimes in a worksheet, you may be required to calculate cells which are in different sheets.
For example, in a workbook you may want to add the value of cell A15 in the current worksheet
and cell A17 in a second worksheet. These two cells can be added by using the format
“sheetname!celladdress”. The formula for this example would be “=A15+Sheet2!A17”. this
formula is indicating that the value of cell A15 in the current worksheet is added to the value of
Excel A17 in the worksheet named “Sheet2”.
Steps
● Move the cursor to the sheet and to the position where you want to perform the formula
● Type the equal (=) sign
● Type or select with the mouse, the cell(s) in the current sheet e.g. =A17
● Type the calculation sign e.g. +
● Select the sheet which contains the next value and click on the cell
● Press ENTER
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LESSON 7
TOPIC: SORTING DATA
OBJECTIVES
SORTING DATA
Data in a spreadsheet may be arranged in order
based on one or more column. During sorting
all data is re-arranged based on the sorted
column.
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column (secondary key)) in Descending
order
Steps
● Highlight all the data
● Click on Data
● Click on Sort
● Choose the appropriate column for the
Sort By section and the required sort order
● Repeat for the first Then By section
● Repeat for the second Then By section if
necessary
● Click OK
FILTERING
This is finding a subset of records in a list that
matches the criteria (data used to search for
records) you specify for a column.
Ways to Filter
● Using the AutoFilter feature
● Using the Advanced Filter feature
or in a new sheet
Using the AutoFilter feature ● Click on Data, Go to Filter, Click on
Steps AutoFilter
● Position the cursor in the cell containing
the information to be filtered
● Click on Data
● Go to Filter
● Click on AutoFilter
● Click on the drop down arrow of the
column that you want to filter
● Click Custom
● Click the first drop down arrow and select Example of Using AutoFilter feature to
the type of information you want to find show a list of the BOOK IDs that begin
out with the letter ‘B’
● Click in the second box in the first row on
the right and type in the information that
you want
Using the Advanced Filter feature
Steps
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● Copy column heading(s) containing information you are looking for.
● Paste the column heading(s) in a blank area at the bottom of the spreadsheet data
● Enter the criteria in the row below the column heading.
● Click Data
● Click Filter
● Click Advanced Filter
● Click on the collapse button to the right of List Range. Select the cells that contain the data
to be searched. When the selection is over click the collapse button to return to the Advanced
Filter dialog box.
● Click on the collapse button to the right of Criteria Range. Select the cells that contain the
criteria. When selection is over click the collapse button to return to the Advanced Filter
dialog box.
● Check the Copy to Another Location option. Click on the collapse button to the right of
Copy to. Choose an area on the spreadsheet (usually at the bottom of the spreadsheet data) to
place the copied records. When the selection is over click the collapse button to return to the
Advanced Filter dialog box.
Example of Using Advanced Filter feature to show a list of all the records where
amount sold is greater than 200.
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1. List all the records where the Net Due is more than $600.00.
NET DUE
> 600
When you are working with two or more conditions, the AND or OR operators must be used.
AND is used when both conditions must be true. When using AND, the information is entered
next to each other.
ROOM ROOM
LENGTH WIDTH
>5 <7
DISCOUNT DISCOUNT
> 40 < 60
OR is used when either condition is true. When using the OR operator, the information is entered
below each other.
COST OF
CARPETING
> 1000
< 400
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FLOOR AREA COST OF
CARPETING
> 30
> 600
LESSON 9
TOPIC: CREATING CHARTS/GRAPHS
OBJECTIVES
Students should:
● be able to create a chart/graph accurately from given data
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A chart wizard dialog box guides you towards 2. Chart Source Data
the final chart by going through four steps, 3. Chart Options
each with its own dialog box. 4. Chart Location
1. Chart type
Step 1
Chart type
In this dialog box you can select the type of chart that you want.
Select a chart type that is suited for your presentation.
Step 2
Chart Source Data
This dialog box has two tabs, Data Range and Series. From the Data Range tab, you can
display a representation of the graph and the data range that was used. You can change the
appearance of the chart by changing the Series in selection from columns to rows or vice versa.
The Series tab enables you to add or remove a series. When you are ready, click Next.
Step3
Chart options
This dialog box has six tabs:
● Titles
You can type a chart title, and titles for the category (X) axis and value (Y) axis.
● Axes
You can specify how the axes are labelled.
● Gridlines
You can choose whether or not to include major and minor gridlines for the axes.
● Legend
You can include a legend and select a position to place it in the chart.
● Data labels
You can include the values, percentage value and/or label for each data element.
● Data table
You can choose whether or not to show in the chart the data range that was used to create it.
When you are satisfied with the settings shown in each tab, click Next.
Step 4
Chart location
This dialog box enables you to select where the chart will be placed. When you have done that,
click Finish to complete the process. The area on a worksheet where the chart appears is called
the chart location .
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LESSON 10
TOPIC: SETTING A WORKSHEET FOR PRINTING
OBJECTIVES
Students should:
● be able to set up a worksheet for printing.
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Printing data
At some time or another you will want to Clearing the Print area
print a worksheet. It is necessary to adjust Steps
the print settings to ensure that the document ● Click on File
is printed the way you want it. ● Go to Print area
● Click on Clear Print area
Setting that affect print results
Page breaks Previewing a worksheet
These determine the location in a worksheet When printing a worksheet it may give one
where printed pages end and new pages page or more depending on the amount of
start. data, the margins, the paper size and the
orientation (portrait or landscape). To avoid
Margins wasting paper when printing, you may
These determine the space around the preview the spreadsheet first (using the Print
printed page. Preview icon) and edit settings to suit the
amount of data.
Orientations
These determine whether the page prints in Ways to get to print preview
portrait (printed across the width of the
page) or landscape (printed across the length Using the Menu bar
of the page). Steps
● Click on File
Print area ● Click on Print Preview
This determines what area of the worksheet
is printed.
Using the Standard toolbar
Setting the print area Step
Setting the print area is necessary to indicate ● Click on the Print Preview icon
what you want to print. Sometimes, even
though you have a lot of data on your
worksheet, you may just want to print a Using the Print dialog box
portion of it. Step
● Click on the Print Preview button
Steps
● Highlight the section required for
printing
● Click on File
● Go to Print Area
● Click on Set print area
● Preview and then print
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OPTION PURPOSE
SETUP OPTION
This option displays the Setup dialog box allowing adjustment of the document to required
specifications, including page orientation, scaling, paper size, margins, page centering, headers
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and footers and sheet settings. The following shows the options that the setup dialog box has to
offer.
When you change from the values version to the formulas version, Microsoft Excel increases the
width of the columns so the formulas and text do not overflow into adjacent cells on the right.
The formulas version of the worksheet is therefore usually wider than the values version.
Displaying Formulas
Steps
● Click on Tools
● Click on Options
● Click on the View tab
● Go to Window options
● Check the box to the left of Formulas
● Click OK
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