ms-excel notes
ms-excel notes
Excel
Excel is a software program created by Microsoft that uses spreadsheets to
organize numbers of data with formulas and functions. It is typically used to
organize data and perform financial analysis.
Terminology of spreadsheet
Workbook: A workbook is a collection of many worksheets. In single
workbook, you can store information in an organized manner.
Worksheet: A worksheet (spreadsheet) is a sheet made up of rows &
columns. It is used for planning a project of financial document.256
sheet
Row: A row is horizontal block of cells. The rows are numbered 1 to
1048576.
Column: A column is a vertical block of cells, the columns are
numbered A to XFD i.e. 16384 columns.
Cell: A cell is the intersection of row & column that actually contain
values. A cell can contain 255 characters. Every cell has a unique
identification known as cell reference, such as A1.
Formula: Formula is the equation that perform calculations on values in
your worksheet. It is an order of values, cell reference, functions &
operators. It starts with equal (=) sign.
To fill series in the column
Shortcut key Alt+E+I+S
To insert new Sheet Shift + F11
To switch between sheets
Previous Sheet Ctrl + Pg Up
Next Sheet Ctrl + Pg Down
To drag formula-
Downward- CTRL+D
Rightward- CTRL+R
LOGICAL FUNCTIONS
1. AND()
2. OR()
3. NOT()
4. IF()
IF() This function checks whether the condition met. Return one
value if true, and another value if false
SYNTAX: =if(logical test, True part, False Part)
EXAMPLE: =if(average>=50,”PASS”, “ FAIL”)
=IF(NUMBER>=0,”POSITIVE NUMBER”,”NEGATIVE
NUMBER”)
=IF(AGE>=18,”ELIGIBLE FOR VOTE”,”NOT ELIGIBLE FOR
VOTE”)
=INDEX(A2:E11,MATCH(H9,A2:A11,0),2)
=INDEX(A2:E11,MATCH(H12,A2:A11,0),MATCH(G13,A1:E1,0))
HEADING
EMP_ID RANGE
SELECTION OF
TABLE
COLUMN OF
LIST OF
EMP_ID
COLUMN_HEADING
CELL REFERENCE
Cell reference refers to a cell or range of
cells on a worksheet or a different
worksheet within the spreadsheet.
PIVOT TABLE
A pivot table is a powerful tool to
calculate, summarize, and analyse data.
A pivot table is a table of statistics that
summarizes data of a more extensive
table. This summary might include
sums, averages, or other statistics,
which the pivot table groups together in
a meaningful way.
Pivot tables are commonly used in
situations where data needs to be
aggregated, summarized or analysed.
Data Tab
To import data from Text file
Steps
1. Go to Data Tab Get External Data
From Text
2. Select the text file that you want to
import import
3. Text Import wizard window will
appear, select the data type that
describes the data of file
There are two options:
i. Delimited Characters such as
commas and tabs
ii. Fixed width Fields are aligned
in columns with spaces
Choose any one of above option
4. If data has headers, then put tick ()
in “My data has header” Next
5. Now, the second window will appear
where you have to set the delimiters
that have been used in text file, such
as tabs, commas, spaces, etc.
6. In data preview box, you can see the
separation of fields in columns.
Next
7. Third window will appears, this
screen lets you set the data format.
8. Select the format such as general,
date, etc. Finish
9. After that, select the range where
you want to put data. OK
DATA TAB:
1. ADVANCE FILTER
2. SORT
3. TEXT TO COLUMN
4. FLASH FILL
5. GET EXTERNAL DATA (SHARING)
6. VALIDATION
Text to Column
This option is used to split a single column
of text into multiple columns. You can
choose how to split it up;
Fixed width or split at each comma, period,
or other characters.
Steps:
1. Select the cell that have the text
2. Go to Data Tab Text to Column
3. Follow the Text Wizard Instructions
4. Then the data will be separated in each
column.
Flash Fill
Flash fill is a data tool in excel that will
allow you to combine, extract or transform
data based on few examples.
Shortcut key Ctrl + E
Data Validation
Data validation is a feature that restricts
(validates) user input to a worksheet.
Technically, you can create a validation rule
that controls what kind of data can be
entered into a certain cell.
Data Validation can do following:
Allow only numeric or text values in a
cell.
Allow only numbers within a specified
range.
Allow data entries of a specific length.
Restrict dates and times outside a given
range.
Restrict entries to a selection from a
drop- down list.
Consolidate
Data consolidation refers to the
collection and integration of data from
multiple sources into a single
destination. During the process, different
data sources are put together or
consolidated into the single data store.
Consolidation techniques allows
organizations to more easily present,
analysis data.
Steps: to consolidate sales data:
1. Create three worksheet with
compatible data of sales for Jan,
Feb and March.
2. Take another new sheet (fourth).
3. Point the position on fourth sheet
4. DataConsolidate
5. Give source reference of each
worksheet and click on add button
to add all reference.
6. Comes on fourth sheet
7. Remove reference selection
8. Select first row, left column, and
link sheets option
9. Click OK.
What if analysis
Scenario manager
A scenario is a set of values that excel
saves and can substitute automatically
on your worksheet. You can create and
save different groups of values as
scenarios and then switch between
these scenarios to view different result.
After you have all the scenarios you
need, you can create a scenario
summary report that incorporates
information from all the source.
Steps
1. Create labels like Monthly incomes,
List of expenses, Total Expenses,
Savings
2. Go to Data Tab What if
analysisScenario ManagerAdd
3. Provide Scenario Name and in
changing cells, select the cells of
changing values.
4. A box will appear, in this Add value
for each cells
5. OkShow
6. Now, the value can be seen in cells
of excel
7. Similarly, add different scenarios
8. After this, click on summary
9. Also select result cells
To provide name to the cell reference
1. Select the cell
2. Go to Formula Tab Name
Manager Define NameOK
Goal Seek
Goal Seek is a built in excel tool that
allows you to see how one data item in a
formula impacts another.
By using this, we can change the value of
cell which contains formula to the
desired value.
Steps
1. Select the cell which includes
formula
2. Go to Data Tab What if
AnalysisGoal Seek
3. A dialog box will appear, in this box
Following inputs are required:
Set Cell select the cell in which you
want to change value
To Value The desired value
By changing cells select the cell by
which changing the value will affect
the another cell.
Data Table
Data Table is one of the What if analysis
tools that allows you to try out different
input values for formulas and affect
formulas output.