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MS Excel Training - Module 2

This document provides an overview of basic Excel skills including navigating worksheets, understanding cells and cell content, formatting cells, copying and pasting data, and using the fill handle. It explains that worksheets are composed of cells located at the intersection of rows and columns, and each cell can contain text, numbers, formulas, or other data. It also reviews how to select cells or ranges of cells, enter and delete cell content, copy and move data between cells, and find and replace values within a worksheet. The document is intended to teach fundamental Excel functions and tasks for new users.
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
84 views

MS Excel Training - Module 2

This document provides an overview of basic Excel skills including navigating worksheets, understanding cells and cell content, formatting cells, copying and pasting data, and using the fill handle. It explains that worksheets are composed of cells located at the intersection of rows and columns, and each cell can contain text, numbers, formulas, or other data. It also reviews how to select cells or ranges of cells, enter and delete cell content, copy and move data between cells, and find and replace values within a worksheet. The document is intended to teach fundamental Excel functions and tasks for new users.
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 31

COMPROG 2 -Excel

Training

1. Click the File tab to access Backstage view.


2. Click Export, then select Change File Type.
3. Select a common file type, then click Save As.
4. The Save As dialog box will appear. Select the location where you wish to export the workbook,
enter a file name, and then click Save.

Challenge!
5. Create a new blank workbook.
6. Use the Save command to save the workbook to your desktop.
7. Save the workbook to OneDrive and invite someone else to view it.
8. Export the workbook as a PDF file.

3. Cell Basics

Whenever you work with Excel, you'll enter information, or content, into cells. Cells are the basic building
blocks of a worksheet. You'll need to learn the basics of cells and cell content to calculate, analyze, and
organize data in Excel.

3.1. Understanding Cells

Every worksheet is made up of thousands of rectangles, which are called cells. A cell is the intersection of
a row and a column. Columns are identified by letters (A, B, C), while rows are identified by numbers (1, 2,
3).

Colum

Row Cell

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Each cell has its own name, or cell address, based on its column and row. In this example, the selected cell
intersects column C and row 5, so the cell address is C5. The cell address will also appear in the Name box.
Note that a cell's column and row headings are highlighted when the cell is selected.

Cell Address

You can also select multiple cells at the same time. A group of cells is known as a cell range. Rather than a
single cell address, you will refer to a cell range using the cell addresses of the first and last cells in the cell
range, separated by a colon. For example, a cell range that included cells A1, A2, A3, A4, and A5 would be
written as A1:A5.

In the images below, two different cell ranges are selected:

• Cell range A1:A8

• Cell range A1:B8

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To select a cell range

Sometimes you may want to select a larger group of cells, or a cell range.

1. Click, hold, and drag the mouse until all of the adjoining cells you wish to select are highlighted.

2. Release the mouse to select the desired cell range. The cells will remain selected until you click
another cell in the worksheet.

3.2. Cell Content

Any information you enter into a spreadsheet will be stored in a cell. Each cell can contain several different
kinds of content, including text, formatting, formulas, and functions.

❑ Text
Cells can contain text, such as letters, numbers, and dates.

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❑ Formatting Attributes
Cells can contain formatting attributes that change the way letters, numbers, and dates are displayed. For
example, percentages can appear as 0.15 or 15%. You can even change a cell's background color.

❑ Formulas and Functions


Cells can contain formulas and functions that calculate cell values. In our example, SUM(B4:B7) adds the
value of each cell in cell range B4:B7 and displays the total in cell B8.

To insert content
1. Click a cell to select it.

2. Type content into the selected cell, then press Enter on your keyboard. The content will appear
in the cell and the formula bar. You can also input and edit cell content in the formula bar.

Content appears in cell


and formula bar

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To delete cell content


1. Select the cell with content you wish to delete.
2. Press the Delete or Backspace key on your keyboard. The cell's contents will be deleted.
To delete cells
There is an important difference between deleting the content of a cell and deleting the cell itself. If you
delete the entire cell, the cells below it will shift up and replace the deleted cells.
1. Select the cell(s) you wish to delete.
2. Select the Delete command from the Home tab on the Ribbon.
3. The cells below will shift up.

To copy and paste cell content


Excel allows you to copy content that is already entered into your spreadsheet and paste that content to
other cells, which can save you time and effort.
1. Select the cell(s) you wish to copy.
2. Click the Copy command on the Home tab, or press Ctrl+C on your keyboard.

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3. Select the cell(s) where you wish to paste the content. The copied cells will now have a dashed
box around them.
4. Click the Paste command on the Home tab, or press Ctrl+V on your keyboard.
5. The content will be pasted into the selected cells.

To access more paste options


You can also access additional paste options, which are especially convenient when working with cells that
contain formulas or formatting.
 To access more paste options, click the drop-down arrow on the Paste command.

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 TIP: Rather than choosing commands from the Ribbon, you can access commands quickly by right-
clicking. Simply select the cell(s) you wish to format, then right-click the mouse. A drop-down menu
will appear, where you'll find several commands that are also located on the Ribbon.

To drag and drop cells


Rather than cutting, copying, and pasting, you can drag and drop cells to move their contents.
1. Select the cell(s) you wish to move.
2. Hover the mouse over the border of the selected cell(s) until the cursor changes from a white
cross to a black cross with four arrows.
3. Click, hold, and drag the cells to the desired location.
4. Release the mouse, and the cells will be dropped in the selected location.

To use the fill handle


There may be times when you need to copy the content of one cell to several other cells in your
worksheet. You could copy and paste the content into each cell, but this method would be very time
consuming. Instead, you can use the fill handle to quickly copy and paste content to adjacent cells in the
same row or column.
1. Select the cell(s) containing the content you wish to use. The fill handle will appear as a small
square in the bottom-right corner of the selected cell(s).

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The fill handle

2. Click, hold, and drag the fill handle until all of the cells you wish to fill are selected.

3. Release the mouse to fill the selected cells.

To continue a series with the fill handle


The fill handle can also be used to continue a series. Whenever the content of a row or column follows a
sequential order, like numbers (1, 2, 3) or days (Monday, Tuesday, Wednesday), the fill handle can guess
what should come next in the series. In many cases, you may need to select multiple cells before using
the fill handle to help Excel determine the series order. In our example below, the fill handle is used to
extend a series of dates in a column.

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3.3. Find and Replace

When working with a lot of data in Excel, it can be difficult and time consuming to locate specific
information. You can easily search your workbook using the Find feature, which also allows you to modify
content using the Replace feature.
To find content
1. From the Home tab, click the Find and Select command, then select Find... from the drop-down
menu.

2. The Find and Replace dialog box will appear. Enter the content you wish to find.
3. Click Find Next. If the content is found, the cell containing that content will be selected.

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4. Click Find Next to find further instances or Find All to see every instance of the search term.
5. When you are finished, click Close to exit the Find and Replace dialog box.

 TIP: You can also access the Find command by pressing Ctrl+F on your keyboard.
 TIP: Click Options to see advanced search criteria in the Find and Replace dialog box.

To replace cell content


At times, you may discover that you've repeatedly made a mistake throughout your workbook (such as
misspelling someone's name), or that you need to exchange a particular word or phrase for another. You
can use Excel's Find and Replace feature to make quick revisions.

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1. From the Home tab, click the Find and Select command, then select Replace... from the drop-
down menu.
2. The Find and Replace dialog box will appear. Type the text you wish to find in the Find what: field.
3. Type the text you wish to replace it with in the Replace with: field, then click Find Next.
4. If the content is found, the cell containing that content will be selected.
5. Review the text to make sure you want to replace it.
6. If you wish to replace it, select one of the replace options:
• Replace will replace individual instances.
• Replace All will replace every instance of the text throughout the workbook. In our example, we'll
choose this option to save time.
7. A dialog box will appear, confirming the number of replacements made. Click OK to continue.
8. When you are finished, click Close to exit the Find and Replace dialog box.

Challenge!
1. Open an existing Excel 2013 workbook.
2. Select cell D3. Notice how the cell address appears in the Name box and its content appears in
both the cell and the Formula bar.
3. Select a cell, and try inserting text and numbers.
4. Delete a cell, and note how the cells below shift up to fill in its place.
5. Cut cells and paste them into a different location.
6. Try dragging and dropping some cells to other parts of the worksheet.
7. Use the fill handle to fill in data to adjoining cells both vertically and horizontally.
8. Use the Find feature to locate content in your workbook.

4. Formatting Cells

All cell content uses the same formatting by default, which can make it difficult to read a workbook with
a lot of information. Basic formatting can customize the look and feel of your workbook, allowing you to
draw attention to specific sections and making your content easier to view and understand. You can also
apply number formatting to tell Excel exactly what type of data you’re using in the workbook, such as
percentages (%), currency ($), and so on.

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4.1. Font Formatting

To change the font


By default, the font of each new workbook is set to Calibri. However, Excel provides a variety of other
fonts you can use to customize your cell text. In the example below, we'll format our title cell to help
distinguish it from the rest of the worksheet.
1. Select the cell(s) you wish to modify.

2. Click the drop-down arrow next to the Font command on the Home tab. The Font drop-down
menu will appear.
3. Select the desired font. A live preview of the new font will appear as you hover the mouse over
different options.

4. The text will change to the selected font.

 TIP: When creating a workbook in the workplace, you'll want to select a font that is easy to read.
Along with Calibri, standard reading fonts include Cambria, Times New Roman, and Arial.
To change the font size
1. Select the cell(s) you wish to modify.
2. Click the drop-down arrow next to the Font Size command on the Home tab. The Font Size drop-
down menu will appear.
3. Select the desired font size. A live preview of the new font size will appear as you hover the
mouse over different options.
4. The text will change to the selected font size.
 TIP: You can also use the Increase Font Size and Decrease Font Size commands or enter a custom
font size using your keyboard.

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Entering a custom
font size
Increase and
Decrease Font
Size commands

To change the font color


1. Select the cell(s) you wish to modify.
2. Click the drop-down arrow next to the Font Color command on the Home tab. The Color menu
will appear.
3. Select the desired font color. A live preview of the new font color will appear as you hover the
mouse over different options.

4. The text will change to the selected font color.

To use the Bold, Italic, and Underline commands


1. Select the cell(s) you wish to modify.
2. Click the Bold (B), Italic (I), or Underline (U) command on the Home tab. In our example, we'll
make the selected cells bold.

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3. The selected style will be applied to the text.


 TIP: You can also press Ctrl+B on your keyboard to make selected text bold, Ctrl+I to apply italics,
and Ctrl+U to apply an underline.

4.2. Text Alignment

By default, any text entered into your worksheet will be aligned to the bottom-left of a cell. Any numbers
will be aligned to the bottom-right of a cell. Changing the alignment of your cell content allows you to
choose how the content is displayed in any cell, which can make your cell content easier to read.
To change horizontal text alignment
1. Select the cell(s) you wish to modify.
2. Select one of the three horizontal alignment commands on the Home tab. In our example, we'll
choose Center Align.

3. The text will realign.


To change vertical text alignment
1. Select the cell(s) you wish to modify.
2. Select one of the three vertical alignment commands on the Home tab. In our example, we'll
choose Middle Align.

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3. The text will realign.

4.3. Cell borders and fill colors

Cell borders and fill colors allow you to create clear and defined boundaries for different sections of your
worksheet.
To add a border
1. Select the cell(s) you wish to modify.
2. Click the drop-down arrow next to the Borders command on the Home tab. The Borders drop-
down menu will appear.

3. Select the border style you want to use.

4. The selected border style will appear.


 TIP: You can draw borders and change the line style and color of borders with the Draw Borders
tools at the bottom of the Borders drop-down menu.

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To add a fill color


1. Select the cell(s) you wish to modify.
2. Click the drop-down arrow next to the Fill Color command on the Home tab. The Fill Color menu
will appear.
3. Select the fill color you want to use. A live preview of the new fill color will appear as you hover
the mouse over different options. In our example, we'll choose Light Green.

4. The selected fill color will appear in the selected cells.

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4.4. Cell styles

Rather than formatting cells manually, you can use Excel's predesigned cell styles. Cell styles are a quick
way to include professional formatting for different parts of your workbook, such as titles and headers.
To apply a cell style
1. Select the cell(s) you wish to modify.
2. Click the Cell Styles command on the Home tab, then choose the desired style from the drop-down
menu.

3. The selected cell style will appear.


 TIP: Applying a cell style will replace any existing cell formatting except for text alignment. You may
not want to use cell styles if you've already added a lot of formatting to your workbook.

4.5. Formatting text and numbers

One of the most powerful tools in Excel is the ability to apply specific formatting for text and numbers.
Instead of displaying all cell content in exactly the same way, you can use formatting to change the
appearance of dates, times, decimals, percentages (%), currency ($), and much more.
To apply number formatting
1. Select the cells(s) you wish to modify.
2. Click the drop-down arrow next to the Number Format command on the Home tab. The Number
Formatting drop-down menu will appear.
3. Select the desired formatting option.
4. The selected cells will change to the new formatting style.

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General is the default format for any cell.


When you enter a number into the cell,
Excel will guess the number format that is
most appropriate.
Number formats numbers
with decimal places.

Currency formats numbers as currency


with a currency symbol.
Accounting formats numbers as monetary
values like the Currency format, but it also
aligns currency symbols and decimal
Short Date formats numbers places within columns.
as M/D/YYYY.

Long Date formats numbers as


Weekday, Month DD, YYYY.

Time formats numbers as HH/MM/SS


and notes AM or PM.

Percentage formats numbers with


decimal places and the percent sign.
Fraction formats numbers as fractions
separated by the forward slash.

Scientific formats numbers


in scientific notation.
Text formats numbers as text, meaning
that what you enter into the cell will
appear exactly as it was entered.
You can easily customize any format in
More Number Formats.

Challenge!

1. Open an existing Excel 2013 workbook.


2. Select a cell and change the font style, size, and color of the text.
3. Apply bold, italics, or underline to a cell.
4. Try changing the vertical and horizontal text alignment for some cells.
5. Add a border to a cell range.
6. Change the fill color of a cell range.
7. Try changing the formatting of a number.

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5. Modifying Columns, Rows and Cells

By default, every row and column of a new workbook is always set to the same height and width. Excel
allows you to modify column width and row height in different ways, including wrapping text and merging
cells.

To modify column width

1. Position the mouse over the column line in the column heading so the white cross becomes a
double arrow .

2. Click, hold, and drag the mouse to increase or decrease the column width.
3. Release the mouse. The column width will be changed.
 TIP: If you see pound signs (#######) in a cell, it means that the column is not wide enough to
display the cell content. Simply increase the column width to show the cell content.

To AutoFit column width


The AutoFit feature will allow you to set a column's width to fit its content automatically.

1. Position the mouse over the column line in the column heading so the white cross becomes a
double arrow .

2. Double-click the mouse. The column width will be changed automatically to fit the content.
 TIP: You can also AutoFit the width for several columns at the same time. Simply select the columns
you would like to AutoFit, then select the AutoFit Column Width command from the Format drop-
down menu on the Home tab. This method can also be used for Row height.

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To modify row height

1. Position the cursor over the row line so the white cross becomes a double arrow .
2. Click, hold, and drag the mouse to increase or decrease the row height.
3. Release the mouse. The height of the selected row will be changed.

To modify all rows or columns


Rather than resizing rows and columns individually, you can modify the height and width of every row and
column at the same time. This method allows you to set a uniform size for every row and column in your
worksheet.

1. Locate and click the Select All button just below the formula bar to select every cell in the
worksheet.

2. Position the mouse over a row line so the white cross becomes a double arrow .
3. Click, hold, and drag the mouse to increase or decrease the row height.
4. Release the mouse when you are satisfied with the new row height for the worksheet.

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5.1. Inserting, deleting, moving, and hiding rows and columns

After you've been working with a workbook for a while, you may find that you want to insert new columns
or rows, delete certain rows or columns, move them to a different location in the worksheet, or even hide
them.
To insert rows
1. Select the row heading below where you want the new row to appear.
2. Click the Insert command on the Home tab.

3. The new row will appear above the selected row.

 TIP: When inserting new rows, columns, or cells, you will see the Insert Options button next to
the inserted cells. This button allows you to choose how Excel formats these cells. By default, Excel
formats inserted rows with the same formatting as the cells in the row above. To access more
options, hover your mouse over the Insert Options button, then click the drop-down arrow.

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To insert columns
1. Select the column heading to the right of where you want the new column to appear.
2. Click the Insert command on the Home tab.

3. The new column will appear to the left of the selected column.

 TIP: When inserting rows and columns, make sure you select the entire row or column by clicking
the heading. If you select only a cell in the row or column, the Insert command will only insert a
new cell.

To delete rows
It's easy to delete any row that you no longer need in your workbook.
1. Select the row(s) you want to delete.
2. Click the Delete command on the Home tab.

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3. The selected row(s) will be deleted, and the rows below will shift up.
To delete columns
1. Select the columns(s) you want to delete.
2. Click the Delete command on the Home tab.

3. The selected columns(s) will be deleted, and the columns to the right will shift left.

 TIP: It's important to understand the difference between deleting a row or column and simply
clearing its contents. If you want to remove the content of a row or column without causing others
to shift, right-click a heading, then select Clear Contents from the drop-down menu.

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To move a row or column


Sometimes you may want to move a column or row to rearrange the content of your worksheet.
1. Select the desired column heading for the column you wish to move, then click the Cut command
on the Home tab or press Ctrl+X on your keyboard.
2. Select the column heading to the right of where you want to move the column. For example, if you
want to move a column between columns B and C, select column C.
3. Click the Insert command on the Home tab, then select Insert Cut Cells from the drop-down menu.

4. The column will be moved to the selected location, and the columns to the right will shift right.

 TIP: You can also access the Cut and Insert commands by right-clicking the mouse and then
selecting the desired commands from the drop-down menu.

To hide and unhide a row or column


At times, you may want to compare certain rows or columns without changing the organization of your
worksheet. Excel allows you to hide rows and columns as needed.
1. Select the column(s) you wish to hide, right-click the mouse, then select Hide from the formatting
menu.

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2. The columns will be hidden. The green column line indicates the location of the hidden columns.

Green
column line

3. To unhide the columns, select the columns to the left and right of the hidden columns (in other
words, the columns on both sides of the hidden columns).
4. Right-click the mouse, then select Unhide from the formatting menu. The hidden columns will
reappear.

5.2. Wrapping text and merging cells

Whenever you have too much cell content to be displayed in a single cell, you may decide to wrap the text
or merge the cell rather than resizing a column. Wrapping the text will automatically modify a cell's row
height, allowing cell contents to be displayed on multiple lines. Merging allows you to combine a cell with
adjacent, empty cells to create one large cell.
1. Select the cells you wish to wrap.
2. Select the Wrap Text command on the Home tab.

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3. The text in the selected cells will be wrapped.


 TIP: Click the Wrap Text command again to unwrap the text.

To merge cells using the Merge & Center command


1. Select the cell range you want to merge together.
2. Select the Merge & Center command on the Home tab.

3. The selected cells will be merged, and the text will be centered.
To access more merge options
Click the drop-down arrow next to the Merge & Center command on the Home tab. The Merge drop-down
menu will appear. From here, you can choose to:
• Merge & Center: Merges the selected cells into one cell and centers the text
• Merge Across: Merges the selected cells into larger cells while keeping each row separate
• Merge Cells: Merges the selected cells into one cell, but does not center the text
• Unmerge Cells: Unmerges selected cells

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Challenge!

1. Open an existing Excel 2013 workbook.


2. Modify the width of a column.
3. Insert a column between column A and column B, then insert a row between row 3 and row 4.
4. Delete a column or a row.
5. Move a column or row.
6. Try using the Text Wrap command on a cell range.
7. Try merging some cells together.

6. Formulas and Functions

One of the most powerful features in Excel is the ability to calculate numerical information using formulas.

6.1. Simple Formulas

Just like a calculator, Excel can add, subtract, multiply, and divide. In this lesson, we'll show you how to
use cell references to create simple formulas.
Mathematical operators
Excel uses standard operators for formulas, such as a plus sign for addition (+), a minus sign for subtraction
(-), an asterisk for multiplication (*), a forward slash for division (/), and a caret (^) for exponents.

All formulas in Excel must begin with an equals sign (=). This is because the cell contains, or is equal to,
the formula and the value it calculates.

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Understanding cell references


While you can create simple formulas in Excel manually (for example, =2+2 or =5*5), most of the time you
will use cell addresses to create a formula. This is known as making a cell reference. Using cell references
will ensure that your formulas are always accurate because you can change the value of referenced cells
without having to rewrite the formula.

The formula in cell A3


refers to the value in cell A1
plus the value in cell A2

The formula calculates


and displays the answer
to the equation A1 plus A2

By combining a mathematical operator with cell references, you can create a variety of simple formulas
in Excel. Formulas can also include a combination of cell references and numbers, as in the examples
below:

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To create a formula
1. Select the cell that will contain the formula.
2. Type the equals sign (=). Notice how it appears in both the cell and the formula bar.

Formula will appear in


both the cell and the
formula bar.

1. Type the cell address of the cell you wish to reference first in the formula: cell D1 in our example.
A blue border will appear around the referenced cell.

2. Type the mathematical operator you wish to use. In our example, we'll type the addition sign (+).
3. Type the cell address of the cell you wish to reference second in the formula: cell D2 in our
example. A red border will appear around the referenced cell.

4. Press Enter on your keyboard. The formula will be calculated, and the value will be displayed in the
cell.
 TIP: If the result of a formula is too large to be displayed in a cell, it may appear as pound signs
(#######) instead of a value. This means that the column is not wide enough to display the cell
content. Simply increase the column width to show the cell content.

Modifying values with cell references


The true advantage of cell references is that they allow you to update data in your worksheet without
having to rewrite formulas.
 TIP: Excel will not always tell you if your formula contains an error, so it's up to you to check all of
your formulas.

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To create a formula using the point-and-click method


Rather than typing cell addresses manually, you can point and click on the cells you wish to include in your
formula. This method can save a lot of time and effort when creating formulas. In our example below,
we'll create a formula to calculate the cost of ordering several boxes of plastic silverware.
1. Select the cell that will contain the formula. In our example, we'll select cell D3.

2. Type the equals sign (=).


3. Select the cell you wish to reference first in the formula: cell B3 in our example. The cell address
will appear in the formula, and a dashed blue line will appear around the referenced cell.

4. Type the mathematical operator you wish to use. In our example, we'll type the multiplication sign
(*).
5. Select the cell you wish to reference second in the formula: cell C3 in our example. The cell address
will appear in the formula, and a dashed red line will appear around the referenced cell.

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6. Press Enter on your keyboard. The formula will be calculated, and the value will be displayed in the
cell.

Formulas can also be copied to adjacent cells with the fill handle, which can save a lot of time and effort
if you need to perform the same calculation multiple times in a worksheet.
To edit a formula
Sometimes you may want to modify an existing formula. In the example below, we've entered an incorrect
cell address in our formula, so we'll need to correct it.
1. Select the cell containing the formula you wish to edit.
2. Click the formula bar to edit the formula. You can also double-click the cell to view and edit the
formula directly within the cell.
3. A border will appear around any referenced cells.

4. When finished, press Enter on your keyboard or select the Enter command in the formula bar.
5. The formula will be updated, and the new value will be displayed in the cell.
 TIP: If you change your mind, you can press the Esc key on your keyboard or click the Cancel
command in the formula bar to avoid accidentally making changes to your formula.

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