Unit Ii
Unit Ii
StartàProgramsàMS-OfficeàMs-
Excel
Navigating
To move around the spreadsheets, either use keyboard keys for moving up, for
moving down, for moving left, for moving right, page up, page down, home, end
or otherwise use the mouse to traverse the different parts of the worksheet or using the
scrollbars.
2.2 MENUS, TOOLBARS AND ICONS
Menus
A Menu in software gives a list of assorted commands from which the user can
choose the desired command. Related commands are grouped together to facilitate easy
access and usage.
Commands
The commands are used to type long string of code words. The user has to
remember these coded commands for each step for the execution. Each command had
an appropriate grammar called syntax.
Icon
All windows based software comes with a set of graphical buttons with small
pictures on them. These buttons are called icons. Simply click once on them through
your mouse and pressed command would be executed. Each and every icon is different
from others because it has its own pictures.
Ex: The icon, which prints our documents, has a picture of a printer on it. This makes
it very easy to recognize and remember the individual use of these icons. To know the
name of the icon simply place the mouse pointer on that particular icon a tool tip will be
displayed.
2.2.1 Menus
File Menu
New: Creates a new blank file based on default values contained in a
file called normal file.
Open: Opens or finds an existing file.
Close: Closes the active file without exiting the application.
Save: Saves the existing file with its current file name, location and file
format.
Save As: Saves the active file with a different file name, location and
file format.
Save As Web Page: Saves the file in web page format required for
creating documents for the Internet.
Save Workspace: Save a list of open workbooks, their sizes and their
positions on the screen to a workspace file so that the screen will look
the same the next time you open the workspace file.
Web Page Preview: Allows you to preview the current file as web
page in your browser so that you can see how it will look before
publishing it.
Page Setup: Set margins, paper source, paper size, page orientation
and other layout options for the active file.
Print: Prints the active file or selected items, to the selected printer or
fax.
Send to: Sends the document to a mail recipient as an e-mail.
Properties: Displays the property sheet for the active file.
Exit: Closes Ms_Excel after prompting you to save any unsaved files.
Various Options In Edit Menu
Undo last command(s): Reverses the last command i.e. undoes the effect
of the last command we executed.
Repeat last command(s): Reverses the undo command i.e. restores the last
command.
Cut: Removes the selection from the active worksheet and places it on the
clipboard – a special place in computer’s memory from where it can be
retrieved again.
Copy: Copies the selection to the clipboard.
Paste: Inserts the content of the clipboard at the insertion point, and
replaces any current selection.
Paste special: Pastes, links or embeds the clipboard content in the current
file in the format you specify.
Paste as hyperlink: Inserts the content of the clipboard as a hyperlink at
the insertion point, replacing any selection.
Fill: Fills the specified range with a series of numbers, dates or other
items.
Clear: Deletes the selected object or text without putting it on the
clipboard.
Delete: Deletes the selected cells or the cell that contains the insertion
point. If you select an entire row or column, the command changes to
delete rows or delete columns, respectively.
Delete sheet: Deletes the selected sheets from the work book. You cant
undo this command
Move or copy sheet: Moves or copies the selected sheets to another
workbook or to different locations within the same workbook.
Find: Searches for specified text, formatting, symbols, comments,
footnotes or end notes in the active document.
Replace: Searches for and replaces specified text, formatting, symbols,
comments, footnotes or end notes in the active document.
Go To: Moves the insertion pointer to the item where you want to go.
Links: Displays or changes information for each link in the current file,
including the name and location of the source file, the item, the type and
whether the link is updated automatically or manually.
Object: Activates the application in which the selected object was created, so you
can edit it.
Various Options In View Menu
Normal: Switches to normal view, which is the default view for most tasks
in excel, such as entering data, filtering, charting and formatting.
Page Break Preview: Switches to page layout to page layout or page break
2.3 TOOLBARS
In MS-Excel, the physical tools are replaced by commands. These commands are
executed by clicking on their specific icons. Group of icons that perform related task are
placed in a ribbon called Toolbar. There are many toolbars available in word. They are,
Standard Toolbar.
Formatting Toolbar.
Drawing Toolbar.
Tables and Borders Toolbars etc.,
2.3.1 Standard toolbar in Ms-Excel.
New® It creates a New document based on normal template.
Alternative: File® New Shortcut® CTRL+N
Open® It opens an existing document or template.
Alternative: File® Open Shortcut® CTRL+O
Save® It saves the active document or template.
Alternative: File® Save Shortcut® CTRL+S
E-Mail® It sends the contents of the document as the body of the e-mail
message.
Alternative: File® Send To®Mail
Print® It prints the active document using current defaults.
Alternative: File® Print Shortcut® CTRL+P
Print Preview® It displays full page as they are printed.
Alternative: File® Print Preview Shortcut® CTRL+F2
Spelling® It checks the spelling in the active document.
Alternative: Tools® Spelling and Grammar Shortcut® F7
Cut® It cuts the selection and puts it on the clipboard.
Alternative: Edit® Cut Shortcut® CTRL+X
Copy® It copies the selection and puts it on the clipboard.
Alternative: Edit® Copy Shortcut®CTRL+C
Paste® It inserts the clipboard contents at the insertion point.
Alternative: Edit® Paste Shortcut®CTRL+V
Format Painter® It copies the formatting of the selection to a specified location.
Shortcut® CTRL+SHIFT+C
Undo® It reverses certain commands.
Alternative: Edit® Undo Shortcut®CTRL+Z
Redo® It reverses the action of the undo command.
Alternative: Edit®Repeat Shortcut®CTRL+Y
Insert Hyperlink® It displays the destination object, document or page.
Alternative: Edit® Repeat Shortcut®CTRL+K
AutoSum® It adds numbers automatically with the SUM function.
Paste Function® It displays a list of functions and their formats and allows you
to set values for arguments.
Sort Ascending® It sorts the selected items in order from the beginning of the
alphabet, the lowest number, or the earliest date, using the column that contains
the insertion point.
Alternative: Table®Sort®Ascending
Sort Descending® It sorts the selected items in the order from the end of the
alphabet, the highest number, or the highest date, using the column contains the
insertion point.
Alternative: Table®Sort®Descending
Drawing® It shows or Hides the Drawing Toolbar.
Alternative: View® Toolbars® Drawing
Chart Wizard® It starts the chart wizard, which guides you through the steps
for creating an embedded chart on a worksheet or modifying an existing chart.
Microsoft Excel Help® It provides help topics and tips to accomplish your task.
Alternative: Help®Microsoft Word Help Shortcut®F1
Zoom Control® It scales the editing view.
Alternative: View®Zoom
2.3.2 Formatting Toolbars
Font ® It changes the font of the selection.
Alternative: Format®Font Shortcut®CTRL+SHIFT+F
Font Size® It changes the font size of the selection.
Alternative: Format®Font® Size Shortcut®CTRL+SHIFT+P
Bold® It makes the selection Bold.
Alternative: Format®Font®Font style Shortcut®CTRL+B
Italics® It makes the selection Italics.
Alternative: Format®Font®Font Style Shortcut®CTRL+I
Underline® It formats the selection with continuous underline.
Alternative: Format®Font®Effects Shortcut®CTRL+U
Align Left®It aligns the paragraph at left indent.
Alternative: Format®Paragraph®Alignment Shortcut®CTRL+L
Center®It centers the paragraph between the indents.
Alternative: Format®Paragraph®Alignment Shortcut®CTRL+E
Align Right®It aligns the paragraph at right indent.
Alternative: Format®Paragraph®Alignment Shortcut®CTRL+R
Merge and Centre® It combines two or more selected adjacent cells to create a
single cell. The resulting merged cell contains only the upper left most data in the
selection, which is entered within the cell.
Currency ® It applies on International currency style to the selected cells.
Percent Style® It applies the percent style to the selected cells.
Comma Style® It applies the comma style to the selected cells.
Increase Decimal® It increases the number of digits displayed after the decimal
point in the selected style.
Decrease Decimal® It decreases the number of digits displayed after the
decimal point in the selected style.
Decrease Indent ® It decreases or promotes the selection one level.
Alternative: Format®Paragraph®Indentation
Increase Indent ® It increases or demotes the selection one level.
Alternative: Format®Paragraph®Indentation
Borders® It shows or hides the border toolbar.
Alternative: Format®Borders and Shading
Fill Color® It adds, modifies, or removes the fill color or fill effect from the
selected object.
Font Color® It selects and applies font color.
Alternative: Format®Font® Color
2.3.3 Drawing Toolbar In Ms-Excel.
Draw: Activates the draw menu.
Select Objects: Changes the pointer to selected objects in the active window.
Free Rotate: Rotates the selected object to any degree.
Auto shape: Activates the auto shape menu.
Rectangle: Draws a rectangle line where we click or drag in the active
window.
Lines: Draws a straight line where we click or drag in the active window.
Arrow: Inserts a line with an arrow head where we click or drag in the active
window.
Oval: Draws an oval where we click or drag in the active window.
Text box: Draws a text box where we click or drag in the active window.
Alternative: Insert Text box.
Insert clip art: Inserts existing picture into the file at the desired position
from the gallery.
Alternative: Insert Picture Clipart
Word art: Create text effects by inserting a Microsoft office drawing objects.
Line color: Adds, modifies or removes the line color effect from the selected
object.
Fill color: Adds, modifies or removes the fill color or fill effect from the
selected object.
Font color: Formats the selected text with the color we click.
Line style: Click the width we want for the selected line.
Dash style: Click the dashed line or dashed – dot line style we want for the
selected shape or border.
Arrow Style: Click the arrow head style we want for the selected object.
Shadow style: Click the shadow style we want for the selected object.
3-D style: Click the 3-D style we want for the selected object.
2.4 CREATE A WORKSHEET
We can start Excel in two ways:
1. Click once on excel icon from the Ms-Office toolbar.
2. Choose Ms-Excel from Ms_Office option from program menu.
After opening the Excel, a blank worksheet appears. The worksheet is a matrix
made up of cells arranged in rows and columns.
Start typing the text in this blank worksheet. Each piece of text is typed in
different cells.
After typing the text we can save the worksheet in particular location.
2.5 EDITING A WORKSHEET
2.5.1 Edit a formula
a. Click the cell that contains the formula you want to edit. If the cell contains a
hyperlink, click a cell next to the cell you want to edit, and then use an arrow
key to select the cell with the formula you want to edit.
b. In the formula bar, make the changes to the formula.
c. If you want to edit a function in the formula, edit the arguments in the function.
Press ENTER.
d. If the formula is an array formula, press CTRL+SHIFT+ENTER.
2.5.2 Edit cell contents
a. Double-click the cell that contains the data you want to edit.
b. Make any changes to the cell contents.
c. To enter your changes, press ENTER.
d. To cancel your changes, press ESC.
e. To turn editing directly in cells on or off, click Options on the Tools menu, click
the Edit tab, and then select or clear the Edit directly in cell check box.
f. To quickly add to the end of cell contents, select the cell and press F2.
2.6 Formatting a Worksheet
The contents of a highlighted cell can be formatted in many ways. Font and cell
attributes can be added from shortcut buttons on the formatting bar. If this toolbar is
not already visible on the screen, select View|Toolbars|Formatting from the menu
bar.
2.6.1 Formatting Cells:
Some columns have decimal places and some do not. Also, it is not very easy to
read long numbers without comma(,) marks. So to solve this problem, let us format the
range.
1. Highlight all the columns containing numbers.
2. Choose Cells command from Format menu.
3. Choose Number folio.
4. Choose Number from Category list.
5. Specify 2 decimal places.
6. Click here to have (,) after every 3rd digit in each numbers.
7. Click once on Ok button to execute the command.
2.6.2 Column Autofit:
In some places instead of numbers you are getting hash symbols (#), it means that the
current width is not sufficient to display the entire contents, i.e. numbers along with the
applied format. Simply use the Autofit selection command from the Column command
from Format menu.
2.6.3 Formatting Text (Bold, Italic):
a. Highlight the text.
b. Choose Cells command from Format menu.
c. Choose Font folio.
d. Choose the desired font.
e. Choose the font style, whether you need Regular, Bold, Italics or Bold Italics.
f. In case you wish to underline the text, choose from one of the choices, single, i.e.
underline single line, double, i.e. underline data with a double line etc.
g. Click on Ok button.
2.6.4 Changing Font, Font Size:
a. Highlight the area.
b. Change the font of the text and click on Bold icon to make it bold.
c. It changes the font size of the selection.
2.6.5 Renaming Worksheet:
a. Choose Rename from Sheet Command from Format menu.
b. The name of the sheet1 is highlighted. Press Delete key to erase the name; type
the new worksheet name as Domestic and then press Enter key.
c. Notice the name of Sheet1 has been changed to Domestic.
2.7 EXCEL FORMULAS AND FUNCTIONS
2.7.1 Entering Formula:
To start building a formula based upon values from different worksheets, follow the
following steps.
Click the cell in which you want to enter the formula.
Type = (an equal sign).
If we click Edit Formula = or Paste Function, Microsoft Excel inserts an equal
sign.
Enter the formula.
Press ENTER.
Otherwise,
We can enter the same formula into a range of cells by selecting the range
first, typing the formula, and then pressing CTRL+ENTER.
We can also enter a formula into a range of cells by copying a formula
from another cell.
2.7.2 Create a formula to calculate data on another worksheet or workbook
If we want to link with a new workbook, save the new workbook before creating
the link.
a. In the workbook that will contain the formula, select the cell in which we
want to enter the external reference.
b. If we are creating a new formula, type = (an equal sign).
c. If we are entering the external reference elsewhere in the formula, type the
operator or function that we want to precede the external reference.
d. If you want to create a link to another worksheet in the active workbook,
click the worksheet that contains the cells you want to link to.
e. If you want to create a link to a worksheet in another workbook, switch to
the other workbook, and then click the worksheet that contains the cells
ROUND( ):
The ROUND( ) function rounds of a number to the specified number of decimal
places.
Place the cursor where you want the function result to appear and choose
Function from the Insert Menu.
Choose Maths & Trig from the Function Category and ROUND from the
Function Name.
Click once on the Ok button.
Either type the cell address or point to the cell (with the mouse), which
contains the number to be rounded.
Specify the number of decimal places to which you want the number to
be rounded off.
Click once on the Ok button. The results would be displayed in the cell.
SQRT( )
The SQRT( ) function calculates the square root of any specified number.
Place the cursor where you want the function result to appear and choose
Function from the Insert Menu.
Choose Math & Trig from the Function Category and SQRT from the
Function Name. Click once on the Ok button.
Either type the cell address or point to the cell (with the mouse), which
contains the number for which square root has to be calculated.
Click once on the Ok button. The results would be displayed in the cell.
AVERAGE( )
The AVERAGE( ) function calculates the average of a series of specified
numbers.
Place the cursor where you want the function result to appear and choose
Function from the Insert Menu.
Choose Statistical from the Function Category and AVERAGE from the
Function Name. Click once on the Ok button.
Either type the cell address or point to the cell (with the mouse), which
contains the number for which average has to be calculated.
Click once on the Ok button. The results would be displayed in the cell.
MAX ( )
The MAX( ) function finds out he maximum(highest) value from a series of
specified numbers.
Place the cursor where you want the function result to appear and choose
Function from the Insert Menu.
Choose Statistical from the Function Category and MAX from the Function
Name. Click once on the Ok button.
Either type the cell address or point to the cell (with the mouse), which
contains the numbers from which the highest number has to be found.
Click once on the Ok button. The results would be displayed in the cell.
MIN( )
The MIN( ) function finds out the minimum (smallest) value from a series of specified
numbers.
Place the cursor where you want the function result to appear and choose
Function from the Insert Menu.
Choose Statistical from the Function Category and MIN from the Function
Name. Click once on the Ok button.
Either type the cell address or point to the cell (with the mouse), which
contain the numbers from which the smallest number has to be found.
Click once on the Ok button. The results would be displayed in the cell.
COUNT( )
The COUNT( ) function finds out the number of entries in a specified range.
Place the cursor where you want the function result to appear and choose
Function from the Insert Menu.
Choose Statistical from the Function Category and COUNT from the
Function Name. Click once on the Ok button.
Either type the cell address or point to the cell (with the mouse), which
contains the numbers from which you want to count.
Click once on the Ok button. The results would be displayed in the cell.
SUM( )
The SUM( ) function calculates the sum(total) of entries in a specified range.
Place the cursor where you want the function result to appear and choose
Function from the Insert Menu.
Choose Math & Trig from the Function Category and SUM from the
Function Name. Click once on the Ok button.
Either type the cell address or point to the cell (with the mouse), which
contains the numbers, which you want to add up.
Click once on the Ok button. The results would be displayed in the cell.
IF( )
The IF( ) function is one of the most useful and powerful functions available in
Excel. Through this function we can conduct conditional tests on values and formulas
and execute some operation based upon the result of that text.
Place the cursor where we want the function result to appear and choose
Function from the Insert Menu.
Choose Logical from the Function Category and IF from the Function
Name. Click once on the Ok button.
Type the criterion that we want evaluated i.e. A9>100.
Specify the operation to be done if the criterion is satisfied (True) i.e. show
Greater than 100.
Specify the operation to be done if the criterion is satisfied (False) i.e. show
Less than 100.
Click once on the Ok button. The results would be displayed in the cell.
SUMIF( )
The SUMIF( ) function is a combination of SUM and IF functions. Through this
function we can add up a series of numbers from a specified range, provided the
numbers satisfy the given criterion
Place the cursor where we want the function result to appear and choose
Function from the Insert Menu.
Choose Math & Trig from the Function Category and SUMIF from the
Function Name. Click once on the Ok button to continue.
Type or specify (through the mouse) the range which we want evaluated
based upon the criteria specified, i.e. A2:A10
Specify the criteria (or criterion), i.e. an expression which defines which
numbers would be added up, i.e.>50
Specify the range of cells from which we want the selected cells to be
added, i.e. A2:A10.
Click once on the Ok button. The results would be displayed in the cell.
ABS( )
The ABS( ) function is used to get the absolute value of a number. The absolute
value of a number means the number without plus or minus sign.
Place the cursor where you want the function result to appear and choose
Function from the Insert Menu.
Choose Math & Trig from the Function Category and ABS from the
Function Name. Click once on the Ok button to continue.
Type the cell address containing the number for which you want to calculate
absolute value, i.e. All.
Click once on the Ok button. The results would be displayed in the cell.
ROMAN( )
The ROMAN( ) function is used to convert an Arabic numeral into Roman digits.
Place the cursor where you want the function result to appear and choose
Function from the Insert Menu.
Choose Math & Trig from the Function Category and ROMAN from the
Function Name. Click once on the Ok button to continue.
Type or specify (through the mouse) the cell address in which the number to
be converted.
Click once on the Ok button. The results would be displayed in the cell.
UPPER( )
The UPPER ( ) function is used to convert lower case text entry into upper case, i.e.
capital letters.
Place the cursor where you want the function result to appear and choose
Function from the Insert Menu.
Choose Math & Trig from the Function Category and UPPER from the
Function Name. Click once on the Ok button to continue.
Type or specify (through the mouse) the cell address in which the number
to be converted.
Click once on the Ok button. The results would be displayed in the cell.
LOWER( )
The LOWER( ) function is used to convert an upper case text into lower case, i.e.
small letters.
Place the cursor where you want the function result to appear and choose
Function from the Insert Menu.
Choose Math & Trig from the Function Category and LOWER from the
Function Name. Click once on the Ok button to continue.
Type or specify (through the mouse) the cell address in which the number to
be converted.
Click once on the Ok button. The results would be displayed in the cell.
CELL( )
The CELL( ) function returns information about the formatting, location, or contents of
the upper-left cell in a reference.
Place the cursor where we want the function result to appear and choose
Function from the Insert Menu.
Choose Information from the Function Category and CELL from the
Function Name. Click once on the Ok button to continue.
Type ‘Filename’ in the Info-type field.
Click once on the Ok button. The results would be displayed in the cell.
TODAY( )
The TODAY( ) function is one of the few functions that do not require any user
argument. It simply returns the current date.
Place the cursor where we want the function result to appear and
choose Function from the Insert Menu.
Choose Date & Time from the Function Category and TODAY
from the Function Name. Click once on the Ok button to
continue.
Since this function takes no arguments, simply click once on the
OK button. The results would be displayed in the cell.
NOW( )
The NOW( ) function is another of those few functions which does not require any user
argument. It simply returns the current Date & Time.
Place the cursor where we want the function result to appear and choose
Function from the Insert Menu.
Choose Date & Time from the Function Category and NOW from the
Function Name. Click once on the Ok button to continue.
Since this function takes no arguments, simply click once on the OK button.
The results would be displayed in the cell.
2.8 CREATING A CHART
Definition:
Charts are graphical representation of numeric data. Charts are used to provide a
numeric data. Charts are visually appealing and make it easy for users to see
comparisons, patterns, and trends in data.
We can create a chart on own sheet or as an embedded object on a
worksheet. We can also publish a chart on a Web page.
To create a chart, we must first enter the data for the chart on the
worksheet.
Then select that data and use the Chart Wizard from the Insert
menu to step through the process of choosing the chart type and
the various chart options, or use the Chart toolbar to create a basic
chart that we can format later.
2.8.1 PivotChart
A PivotChart report is an interactive summary of data in a chart format. It is
created differently than regular Microsoft Excel charts. After we create a PivotChart
report, we can view different levels of detail or reorganize the layout of the chart by
dragging its fields and items.
A chart is linked to the worksheet data it's created from and is updated
automatically when we change the worksheet data.
2.8.2 Data marker:
Each data marker represents one number from the worksheet. Data markers with
the same pattern represent one data series.
2.8.3 Major gridline:
Microsoft Excel creates axis values from the worksheet data. Note that the axis
values in the example above range from 0 to 120, which encompasses the range of
values on the worksheet. Major gridlines mark the major intervals on the axis. We can
also display minor gridlines on a chart, which mark the intervals between the major
intervals.
Category names - Excel uses column or row headings in the worksheet
data for category axis names.
Chart data series names - Excel also uses column or row headings in the
worksheet data for series names. Series names appear in the chart legend.
Chart Tips- When we rest our pointer over a chart item, a chart tip
containing the name of the item appears. For example, when we rest the
pointer over a legend, a chart tip that contains the word Legend appears.
2.8.4 Creating chart:
Chart wizard is used to create the chart.
Begin the charting process by selecting the data to be used in the chart. Ranges
are symmetrical one. If we select four labels in rows 9-12 of column. A select
data points from the other columns in rows 9-12. If we select labels in columns
A-D of row 5, the data series we select should also be in columns A-D.
Compassion
Steps:
1. Click the arrow in the column that contains the numbers, and click
(Top 10...).
2. In the box on the left, click Top, or Bottom.
3. In the box in the middle, enter a number.
4. In the box on the right, click Items.