Excel Tutorial: Introduction To The Workbook and Spreadsheet
Excel Tutorial: Introduction To The Workbook and Spreadsheet
Excel Tutorial
This tutorial is designed to aid biology students with their first few Excel spreadsheet
applications. Excel and most other spreadsheet programs are very powerful
applications with far too many features to learn all in one sitting. If you are interested
in learning more advanced techniques I direct you to the help menu, or try a Google
search. Alternatively, there are many excellent books available.
This tutorial was written for Microsoft Excel 2007 (running under Windows XP). My
previous Excel 2002 tutorial is available on my web site.
I use the following conventions when referring to commands Home > Font > means
to look in the Font portion of the Home Ribbon. Ctrl-C means press the control and
c key at the same time. Similarly, Alt-Ctrl-C means press all three keys at once.
Remember that there are usually several ways to accomplish any one command,
personally I use the right click on my mouse and speed keys for most tasks.
However, for this tutorial I will primarily use ribbon commands as these are usually
more intuitive for new users.
Introduction to the workbook and spreadsheet
A spreadsheet looks a lot like a table you might see in a word processing package,
but it has some very important features that most tables do not. Firstly, spreadsheets
are designed to make repetitive and/or complicated calculations very easy to carry
out. Secondly, most spreadsheet programs have advanced graphing capabilities that
make producing graphs from the data in the spreadsheet relatively simple.
In Excel each document is referred to as a workbook. Within each workbook you
can have multiple spreadsheets; Excel refers to these as sheets. The default in
Excel is three sheets, but you can add as many sheets as necessary. At any given
time, only one sheet is active in your work book. It is important to note that most
page formatting options apply only to the sheet you are working with (for example,
margins, headers and footers). Additionally, when you print, by default Excel will
print only the sheet that is active.
The Excel window
For those of us who have been using Excel for a number of years, Excel 2007
features some radical changes to Excel commands organization. The drop down
menus so many of us are familiar with have been replaced by the Ribbon.
When Excel is first launched you will usually see the window pictured in Figure 1.
This window shows the Home Ribbon. Excel commands are organized into groups
and the groups are organized into ribbons. For example, on the Home Ribbon
(Figure 1) there are seven groups; Clipboard, Font, Alignment, Number, Styles,
Cells, Editing. Ribbons are accessed by clicking one of seven tabs; Home, Insert,
Page Layout, Formulas, Data, Review, or View. We will not cover all the tabs in this
tutorial but instead will focus on finding the commands you will need to do basic data
analysis and graphing. I will direct you to the location of a command using the
shorthand Home > Font to indicate look on the Home Ribbon in the Font group.
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Tabs
Ribbon
Function bar
Cell
(A1)
Worksheet tabs
Also note that most groups have additional commands not shown on the ribbon. To
see these commands click the arrow in the bottom right corner of the group.
Immediately below the Ribbon is the Function Bar (or formula bar). The left portion
of the function bar shows you what cells are currently active. In Figure 1 and Figure 2
the active cell is A1. The right part of the bar displays the contents of the cell, and
more importantly, if a function has been entered the function is displayed. The cell
within the spreadsheet normally shows the result of the function. In Figure 1 the cell
A1 shows 16, while the function window shows the formula =4*4.
To see all formulas in the spreadsheet at once press control+.
Excel 2007 Tutorial | 3
Function
Cell Handle button
Figure 2. The Function Bar. Cell A1 contains the function 4*4. The result
of the function is displayed on the sheet (16) and the function itself is
shown in the function window (=4*4).
Cell Handle
Entering formulas
Note that Excel refers to formulas as functions. There are two ways to enter formulas
in Excel, either use one of the functions already programmed in Excel, or enter your
own from scratch.
Entering your own formula
To enter your own formula start by typing an equal sign (this tells Excel you are
entering a formula) and then enter the formula using operands and operators.
Standard arithmetic operators are listed in Table 1, but many others are available.
Operands can either be numbers you enter, or can be cell references. To enter a cell
reference in a formula either type it, or click the cell.
Table 1. Arithmetic operators.
Arithmetic
Meaning (example)
operator
There are three ways to access Excel's functions, click the function button next
to the function window (a popup window appears), find the function on the Formulas
Ribbon, or type = followed by the function name and a bracket {e.g. =sum( }.
In this first example we will calculate the sum of a series of numbers.
In this second example, we will calculate the standard deviation for the same
numbers used in the sum example.
Cell Handle
Now, grab the cell handle for the cell containing the formula you just entered and
drag down four cells. Go back and click in the cell for the mean weight of sample 2.
Notice in the formula bar, the function is still AVERAGE, but the cell reference has
moved down one row (in my example it would now read B5:E5). This is referred to as
relative addressing and it is the default method Excel applies to copying formulas.
Occasionally you will need to make an absolute reference to a cell. To do this, add
dollar signs to the cell reference. In my example I need to correct the mean weights
of all the samples by multiplying them by the Z factor of 1.0035, which is entered in
cell H1. To do this, I enter a formula, as shown in the formula bar of Figure 10, using
H$1 to reference the Z factor. Now, when I auto fill the row number remains #1 and
all mean values are multiplied by the value in cell H1. Give it a try; also check what
happens when you don't use the absolute reference.
If you need the column number and the row number to not change, you would enter
$H$1 for the absolute reference.
If you needed only the column number to be absolute you would enter $H1.
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Graphing
The following example will show you how to make a scatter plot, add a linear
regression trend line, and how to fine tune the graphs appearance.
Making a scatter plot
This button appears in many Excel source data windows, clicking it will always
take you back to the spreadsheet, allowing you to select cells for input.
Clicking this button will take you back to source data window you started from.
Step 3. To add axis titles and change the chart formatting, select the chart and go to
the Layout Ribbon. The buttons are pretty much self explanatory. Here I added an
Axis Titles and a Chart Title, removed the series title (not needed if only one series),
and the Gridlines (Figure 14).
Step 4. As this is a standard curve that will be used to estimate protein concentrations
from OD600 readings I also did a regression analysis. Under Trendline I selected
linear trendline and under Trendline > More Trendline Options, I selected Display
Equation on chart and Display R-squared value on chart (Figure 15).
Formatting Spreadsheets
Most formatting can be done from the Home Ribbon, or by right clicking a cell(s) and
selecting Format Cells. The Format Cells window has several tabs that control most
cell features (see Figure 16). For example, under the Number tab you can select a
variety of formats for the cell contents. If you format the cell contents as Number, you
can set the number of decimal places (Excel will automatically round the number for
you). Once you have formatted a cell as a number, any non-number characters are
ignored by Excel when the data is sorted.
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To change sheet formats (adding Headers or Footers, adding gridlines etc.) use the
Page Layout Ribbon.
Often you will find you want to insert a spreadsheet directly into a report you are
writing. If you are working with Word and Excel, there are two ways to add
spreadsheets to a Word document. You can create the spreadsheet directly in Word
by choosing Excel Spreadsheet from Insert > Table. When you create an Excel
spreadsheet in Word, you are actually working in Excel (notice when you are in the
spreadsheet the ribbons change to Excel ribbons). The second way is to select the
cells in Excel, copy the cells and then paste them into Word. The Excel cells will be
converted into a Word table. The cells will now behave as a Word table, not as a
spread sheet.