Excel Guide
Excel Guide
Reference Guide
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Microsoft
Excel 2003
TABLE OF CONTENTS
FORMATTING WORKSHEET........................................................................ 55
Adjusting Column Width / Row Height.................................................................................. 56
How to Adjust Column Width Using Mouse ...................................................................... 57
How to Adjust Column Width Using Menu ........................................................................ 58
How to Adjust Row Height Using Mouse .......................................................................... 59
How to Adjust Row Height Using Menu ............................................................................ 60
How to Hide / Unhide Rows / Columns............................................................................. 61
How to Freeze a Column / a Row ..................................................................................... 62
How to Split a Worksheet in Panes................................................................................... 63
Formatting Cell Using Toolbar ............................................................................................... 64
How to Change Font ......................................................................................................... 64
How to Change Font Size ................................................................................................. 65
How to Bold....................................................................................................................... 65
How to Italic....................................................................................................................... 65
How to Underline............................................................................................................... 65
How to Change Font Color ............................................................................................... 66
How to Align Data in a Cell ............................................................................................... 67
How to Indent Data in a Cell ............................................................................................. 68
How to Merge Cells and Center Data ............................................................................... 69
How to Change Number to Percentage ............................................................................ 70
How to Increase/ Decrease Decimal Points ..................................................................... 71
How to Copy Format Using Format Painter ...................................................................... 72
Formatting Cell Using Menu Options .................................................................................... 73
How to Double Underline Using Menu Option .................................................................. 74
How to Align Vertically ...................................................................................................... 75
How to Change Text Orientation....................................................................................... 77
How to Wrap Text in a Cell ............................................................................................... 78
How to Format Numbers................................................................................................... 79
How to Format Date .......................................................................................................... 80
How to Change Cell Background Color ............................................................................ 81
How to Add Outline Border ............................................................................................... 82
How to Add Double Line Border ....................................................................................... 83
Microsoft
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TABLE OF CONTENTS
How to Format Table Using AutoFormat .......................................................................... 84
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1. Click on
the taskbar.
2. Click Programs >>
Microsoft Excel.
TIPS
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Row Heading
Vertical Scroll Bar
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Title Bar Displays the program name and the workbook name you are working on.
Menu Bar Displays and access the drop-down menus that contain the Excel
command options.
Standard Toolbar Contains a number of buttons, which you click using the mouse, to carry
out some of the more commonly used command options.
Formatting Toolbar Contains a number of buttons that help you change the format or
appearance of text, such as bold and underlined.
Name Box Shows the selected cell, drawing object or chart item. You can also name a
selected cell / range or move to the selected cell / range.
Formula Bar Displays the content (value or formula) of the active cell. You can also edit
the formula using the formula bar.
Active Cell The selected cell in which data is entered when you begin typing. Only one
cell is active at a time. The active cell is bounded by a heavy border.
Horizontal Scroll Bar or Help you to scroll through your worksheet using the mouse.
Vertical Scroll Bar
Task Pane Display useful common tasks such as creating and opening a workbook.
There are task panes with different contents that help you do your work.
The contents of the task pane is context-sensitive, depending on what task
you are performing.
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Mouse
Keyboard
Go to command
Name box on the formula bar
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How to Move to 3. Press the key on the keyboard as shown in the table
a Cell Using below:
Keyboard
Press Move to:
Æ One cell to the right
Å One cell to the left
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TIPS
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A group of selected cells is called a range. A range can contain a block of cells, a
complete column, a complete row or a non-adjacent range. .
A non-adjacent range consists of separate blocks of cells that are selected at the same
time. A selected range is shaded except for the active cell, information appears in that
active cell when you type.
Active cell
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How to Select a 2. Click the cell B2 and drag to the cell C4.
Range of Cells Cell B2 is the first cell while the cell C4 is the last cell of the selection range.
The range B2:C4 is then highlighted, as shown below.
How to Select a
Range of Cells Using
<Shift>
1. Click the first cell. 3. Click the cell C5.
2. Hold down <Shift>. This is the last cell of the selection. A range of B2:C5 is selected, as shown
3. Click the last cell. below.
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TIPS
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How to Select 1. Select the range C2:D4 as the first selected range.
Non-Adjacent The range is selected, as shown below.
Ranges
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How to select multiple 3. Click the range A6:C9 to include another non-adjacent
worksheets: range.
1. Click the first Both the ranges are selected, as shown below.
worksheet tab.
2. Hold down <Ctrl>.
3. Click the worksheet
tabs you want to
select.
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TIPS
2. Press <F2>.
The blinking insertion cursor appears at the end of the cell content.
SUMMARY
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How to Undo 1. Click cell A1, type February and press <Enter>.
and Redo The text appears in cell A1. The active cell moves to cell A2.
SUMMARY
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2. Type 6/20/01.
If the date aligned to left, your computer date is probably set to DD/MM/YY
instead of MM/DD/YY. You should then enter the date as 20/6/01 or change the
date format in your control panel.
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How to Use 1. In the cell A4, type 1. In the cell B4, type 2.
AutoFill to Enter You need to enter data in the first and second cells.
Sequence
Numbers 2. Select both of the cells A4 and B4.
To highlight the cells, click and drag from the center of cell A4 and drag to cell
B4.
4. Click and drag to the right to fill the contents until cell
TIPS D4.
The subsequent cells are filled with a series of numbers, as shown below.
You may try even
numbers (2 and 4),
odd numbers (1 and
3) or 0 and 5.
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How to Save a 1. From the menu, click File >> Save As.
Workbook for The Save As dialog box appears.
the First Time
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How to save a
Workbook
1. Click File >> Save.
2. Type the file name.
3. Click the Save button.
How to Save 1. From the menu, click File >> Save As.
Another Copy The Save As Dialog Box appears.
Using `Save As’
2. You can type in another file name, select a new folder
or new file type.
TIPS
3. Click the Save button.
Use Save As Another copy of the file is created.
command if you
would like to save an
existing workbook
with a new file name,
or to save it in
another folder or to
save it in a different
file format.
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Performing Objectives:
When you have completed these
lessons, you will be able to:
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Operator
Formula:
a+b
Operand Operand
Operand Example
Constant value 2
Cell reference A1
Range reference A1:B2
Label Jan Sales
Range name Revenue
Function Sum(A1:B4)
Operators: Symbols
Addition +
Subtraction -
Multiplication *
Division /
Percent %
Exponential ^
Microsoft Excel syntax, includes an equal sign (=) followed by the operands and the
operators like
=2+3
= A1 - B6
=3 * A5
=Sales / Months
=5 ^ 4
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The order of the elements in a formula determines the final result of the calculation.
Excel performs the operations from left to right according to the order of operator
precedence.
Operator precedence
Operator Description
: (colon) Reference operators
(single space)
, (comma)
– Negation (as in –1)
% Percent
^ Exponentiation
* and / Multiplication and division
+ and – Addition and subtraction
& Connects two strings of text (concatenation)
= < > <= >= <> Comparison
For example:
=2+3*2
equals 8
Not 10 because Excel calculates multiplication before addition.
You can control the order of calculation by using parentheses to group operations that
should be performed first.
For example:
= (2 + 3) * 2
equals 10
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SUMMARY
3. Press <Enter>.
The total is calculated. If you click at the cell B5, the formula appears in the
formula bar.
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3. Press <Enter>.
The total is calculated.
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TIPS
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How to Use Use absolute references if you do not want Excel to adjust
Absolute the references in the formula when copying a formula to
References another cell.
Before you begin, type in the Sales column and the Unit
Price, as shown below. The formula in cell C2 is =B2*B7.
When you copy the formula to cell C3 using AutoFill, the
SUMMARY formula changes from =B2*B7 to =B3*B8. However, you do
1. Click the cell that not want B7 to change to B8 because the unit price is stored
contains the formula. in cell B7. So, you need to set the cell reference B7 as an
2. Edit the formula by
adding dollar signs
absolute reference. This prevents the cell reference from
`$' to the cell changing when you paste the formula to another cell. To set
reference you want to the cell reference as an absolute reference, add dollar signs
set as an absolute
reference. ($) in the cell reference.
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Click at cell C3, the formula appears to be =B3*$B$7. The cell reference B7
(absolute reference) remains unchanged while cell reference B2 (relative
reference) changes to B3.
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Functions are used to simplify and shorten formula. Functions are predefined formulas
that perform calculations with specific input (arguments) in a particular structure.
For example:
=A1+A2+A3+B1+B2+B3+C7
Arguments
Equal sign
=SUM(A1:B3,C7)
Comma separators arguments
Function name
A function begins with the function name, followed by an opening parenthesis, the
arguments (multiple arguments are separated using commas), and ends with a closing
parenthesis.
For Example:
The SUM function adds up the values found within the parentheses.
=SUM(1,4,7) equals 12
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Managing Objectives:
When you have completed these
lessons, you will be able to:
Workbook
Add and organize worksheets
Copy and delete worksheets
Hide and unhide a worksheet
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TIPS
3. Click the cell A6.
This is to specify where you want to paste the selected range.
You can also use the
shortcut key to copy
and paste.
To copy cells
Press <Ctrl>+<C>.
To paste cells
Press <Ctrl>+<V>.
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SUMMARY
1. Click Paste
Options.
2. Click the paste option
you want from the list.
TIPS
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How to Insert 1. Click the row 3 heading to select the entire row.
a New Row You wish to insert a new row above row 3.
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TIPS
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2. From the menu, click Insert >> Columns.
1. Select the columns. The Insert Columns command is only available if you have selected a column.
2. Click Insert >> The columns are inserted on the left of the selected columns, as shown below.
Columns.
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If you want, you can change the default number of worksheets created in a new
workbook.
1. From the menu, click Tools >> Options.
2. Click the General tab.
3. In the Sheets in new workbook box, enter the number of worksheets you want.
4. Click the OK button.
You can also manage and organize your worksheets after the workbook is created. You
can add new worksheets; delete existing worksheets; change worksheets' name; and
move or copy the worksheets.
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TIPS
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How to 1. Click and drag the Sheet4 tab to the right along the
Rearrange row of sheet tabs to the right of Jan tab.
Worksheet You want to move the Sheet4 to the right of Jan sheet. The small arrow
indicates the new location of the sheet as shown below.
SUMMARY .
Click and drag the
worksheet tab to the
left or right along the
2. Release the mouse button.
The sheet moves to the right of the Jan tab.
sheet tabs.
2. Click and drag the Jan tab to the right along the row of
sheet tabs.
You want to copy the Jan sheet to the right of Sheet4. You can see that a small
TIPS arrow appears on the upper right of Sheet4 tab as shown below. A plus sign
appears in the mouse pointer, indicating that you are copying the worksheet.
If you want to copy
the sheet to another
workbook, right-click
the Worksheet tab,
click move or copy
command. Select the
destination workbook
from the to Book list
box. (The destination 3. Release the mouse button on the right of Sheet4 tab.
workbook must be Another copy of Jan sheet is created on the right of Sheet4 tab. The new
opened before you worksheet will be named after the source worksheet with a number behind it as
copy the worksheet). shown below.
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SUMMARY
1. Right-click the
worksheet tab, for
which you want to
change color.
2. Click Format >>
Sheet >> Tab Color.
3. Click the color you
want.
4. Click the OK button.
If you click at another sheet tab, the Jan sheet tab appears in red, as shown
below.
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TIPS
To remove the
background.
From the menu, click
Format >> Sheet >>
Delete Background.
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Formatting Objectives:
When you have completed these
lessons, you will be able to:
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Adjusted
row
height
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SUMMARY
TIPS
To adjust a few
columns' width at
the same time,
select the columns
you want, and then
drag any column-
heading boundary
within the selection.
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TIPS
To AutoFit the
height of a row
- double-click at the
boundary below the
row heading
or
- select the row, then
click Format >>
Row >> AutoFit.
To adjust a few
rows' height at the
same time, select the
rows you want, and
then drag any row-
heading boundary
within the selection.
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To Hide Rows
1. Select the cells in the
rows that you want to
hide.
2. Click Format >>
Row >> Hide.
2. From the menu, click Format >> Row >> Hide.
The entire row 4 disappears.
To Hide Columns
1. Select the cells in the
columns that you
want to hide.
2. Click Format >>
Column >> Hide.
To Unhide Rows
1. Select the cells on
either side of the
hidden rows.
2. Click Format >>
Row >> Unhide.
3. Click and drag to select A3:A5.
You need to select the cells on either side of the hidden row or column.
To Unhide Columns
1. Select the cells on
either side of the
hidden columns.
2. Click Format >>
Column >> Unhide.
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SUMMARY
To Freeze Panes
1. Click the cell to the
right of the columns
you want to freeze,
or/and below the rows
you want to freeze.
2. Click Window >>
Freeze Panes.
2. From the menu, click Window >> Freeze Panes.
You can see that black lines appear on the left and above the active cell.
To Unfreeze Panes
1. Click Window >>
Unfreeze Panes.
TIPS
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TIPS
Splitting worksheet in
panes is useful when
you want to view
different parts of the
data on a large
worksheet.
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How to 1. Select the range B2:D2, which you want to change the
Change Font font.
The cells are highlighted.
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How to Italic text: 2. Click Font Size drop-down arrow on the Formatting
Click or press toolbar.
<Ctrl>+<I> A list of the font sizes appears.
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TIPS
If the formatting
buttons are not visible
on the formatting
toolbar, you can click
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To Increase indent,
click
2. Click Increase Indent button.
To decrease indent, You can see that the indent in the cell has increased. Click the Increase Indent
button a few times to increase the indent for the cell.
click
To decrease the indent, click decrease indent button.
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To increase decimal
points
1. Select the cells you
want to increase
decimal points.
2. Click .
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TIPS
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Tab Description
Number Specify the format style of the context in a cell.
Alignment Specify text alignment, text control and text orientation.
Font Specify font, font style, font size, font color, font effect and underline.
Border Specify border color and line style.
Patterns Specify the cell pattern and color.
Protection Protect the cell to be locked to avoid changes and formula to be hidden from
viewer.
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How to Wrap 1. In cell A9, type Unit Price in US currency. Then click the
Text in a Cell confirm button on the formula bar.
If you click the confirm button, the active cell remains in cell A9.
SUMMARY
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TIPS
3. In the Category box, click Currency from the list.
The details options for the category appear on the right. Change the options if
If the cell displays necessary.
####### as shown
below,
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How to 1. In the cell B10, type Report Date and in the cell C10,
Format Date type 9/20/03.
The cell changes to a date format automatically.
SUMMARY
2. From the menu, click Format >> Cells. Click the Number
1. Select the cell that tab.
contains a date. The Format Cell dialog box appears.
2. Click Format >>
Cells.
3. Click the Number
tab.
3. In the Category box, click Date. In the Type box, click
4. In Category box, 14-Mar-01 formats.
click Date. You can see that the preview of the data appears in the Sample area.
5. In the Type box, click
the format you want.
6. Click the OK button.
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2. From the menu, click Format >> Cells. Click the Pattern
SUMMARY
tab.
1. Select the cell. The Format Cells dialog box appears.
2. Click Format >>
Cells.
3. Click the Pattern tab. 3. Under Color, click Yellow from the color palette.
4. Under Color, click the You may choose the pattern if you want.
color you want.
5. Click the OK button.
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TIPS
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To remove the
border, click the
Border button again.
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Setting Up Objectives:
When you have completed these
lessons, you will be able to:
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Setting Up Page
Page formatting allows you to control features that will affect the entire page such as
page orientation, the scaling, paper size, page margins, header and footer of the
page etc. Your settings are applicable to the worksheet where you set the page
properties.
Right Margin
Header
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SUMMARY
To Insert a Page
Break
1. Click the cell, above
which you want to
insert a page break.
2. Insert >> Page
Break.
To Remove a Page
Break
2. From the menu, click Insert >> Page Break.
A page break indicator (dashed line) appears above the active cell. If you print
1. Click the cell, which is or preview the page, you will find that the first table is printed on the first page,
below or on the right while the second table is printed on the second page.
of the page break you
want to remove.
2. Insert >> Remove
Page Break.
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SUMMARY
Click the print preview button to preview the printout. Only the cells in the print
area would be printed.
3. From the menu, click File >> Print Area >> Clear Print
Area.
If you do not set a print area, the entire worksheet will be printed.
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How to Change 1. From the menu, click File >> Page Setup. Click the Page
Page Orientation tab.
The Page Setup dialog box appears, as shown below.
TIPS
How to Change 1. From the menu, click File >> Page Setup. Click the Page
Scaling tab.
Page Setup dialog box appears, as shown below.
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How to Change 1. From the menu, click File >> Page Setup. Click the Page
Paper Size tab.
Page Setup dialog box appears, as shown below.
How to Change 1. From the menu, click File >> Page Setup. Click the
Page Margin Margins tab.
Page Setup dialog box appears, as shown below.
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How to Align to 1. From the menu, click File >> Page Setup. Click the
Center Of Page Margins tab.
The Page Setup dialog box appears, as shown below.
SUMMARY
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How to Add 1. From the menu, click File >> Page Setup. Click the
Header / Footer Header/Footer tab.
The Page Setup dialog box appears.
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Format Picture
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You can select what you want to print from the worksheets: print the whole worksheet,
all active worksheets, only the selected range or only the chart as shown below.
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How to Print 1. From the menu, click File >> Print Preview.
Preview Print Preview window appears.
SUMMARY
TIPS
Preview button
to go into Print
Preview mode.
Button Action
Next Display the next page
Previous Displays the previous page
Zoom Enlarge / reduce the content in the preview
screen
Print Print the current selection with printing
options
Setup Setup the page
Margins Display or hides margin handles
Page Break Display page break preview for you to adjust
Preview the page break
Normal View Display in normal view
Close Close the print preview window
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