excel_lessons_intermediate
excel_lessons_intermediate
Moving around 3
Personal Expenses Exercise 6
Changing cell widths by dragging 6
Changing cell widths automatically 6
Formulas with numbers 7
Formulas with Cell references 7
Inserting Cell References Automatically 8
Personal Expenses Exercise 8
The Sum Function 9
The AutoSum button 9
Personal Expenses 2 Exercise 10
Accessing other built-in Functions 11
Average Function. 11
Max and Min Function 11
If/Then Function. 12
The Count Functions 12
PMT Function 13
Groceries Exercise 13
International Academy Exercise 14
Cut and copy. 14
Click and Drag. 15
Dragging Exercise 15
Inserting a new Row 15
Deleting a row or Column. 16
Absolute and Relative Cell references 16
Personal Income Exercise 17
Berry Pickers Exercise 18
Centering across Columns 19
Word colour and Cell colours. 19
Vertical Adjustment within rows 19
Wrapping text within a cell. 20
Number Formats. 21
Deleting Rows and Columns 21
Car Expenses Exercise 21
Sorting 22
Garage Sale Exercise 22
Lookup Function 23
Harry’s Bar Date and Time exercise 24
Minute 24
Now 24
Using Sheets 25
Extra Exercises 27
Run a macro from a button 27
Run a macro from a Toolbar 27
Charting 29
George’s Chocolate Sales Exercise 30
Create a custom number format 30
Page 2
Type in words, formulas or
numbers here
The
toolbars
Letters
count Use the
Number the scroll bars
s count Column to move
the Rows s around
Click on a cell
to highlight it
Overview
A spreadsheet is similar to a giant table with the borders extending practically to
infinity. The spreadsheet that
appears on your screen will be
similar to that below.
Moving around
1. Open up a new spreadsheet and click your cursor in the cell B2, as seen in the
following picture.
2. Note that the cell reference, (B2) is seen in the Left-hand corner.
3. Type 1 into the cell and press the Enter key
You can move around the spreadsheet by either clicking on the cell with your
mouse cursor, or, by using the arrow keys on the keyboard.
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Numbers will
appear on the
Right hand side
of the cell
Note that the text is on the left-hand side of the cell and the numbers are on the
right hand side of the cell.
To do this the computer needs to know by how much you want the numbers to
increase. For example do you want them to go: 1,2,3, or 1,3,5 or 1,5,9, (increasing
by 4).
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Click here
and drag
down
2. Click and hold with your Left mouse button on the Drag Handle and drag
down the page to B11.
3. The numbers will increase down the page to 10.
4. Practice using other number series. In C2 type 2 and in C3 type 7. Mark both
cells and drag down to C11.
5. What happens if you use 8 and 3?
6. What happens if you drag Up the page
7. What happens if you drag Right or Left across the page?
Hold Right
button down
to increase
numbers
Not only are numbers copied across cells but some words can be copied as well.
Type the words below and then pull them down the sheet using the drag handle.
Try also using Qtr 1, and 1st Group
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Click here
and drag
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Personal Expenses Exercise
1. Open a new spreadsheet.
2. Type the information below into the cell references shown.
3. For the words under Month type Jan into A4 and drag down to fill down.
4. For the numbers under Income type 2120 into B4 and drag down to copy.
5. For the numbers under Expenditure type 1900 into C4 and drag
down to copy. Then with the cells still marked go: Edit and Fill
and Series, and set the Step Value: to 5.
6. Mark the cells A3 to D3. Click on the Bold, and Centre buttons.
7. Click on A10, and then click the Bold and Right
Buttons.
8. Mark the cells A4 to A9 and click the Right
Button
9. Read the section below to set the cell widths
10. Then save the spreadsheet by going File, and
Save as.
11. In the File Name field type “your name”
Personal Expenses. Eg: John Personal Expenses. We will use this exercise in
later lessons.
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Changing cell widths automatically
The cell widths can be set automatically by double clicking on the lines between
the cells, in the same place as above. The columns then will increase or decrease
to fit the biggest entry.
Formulas
Formulas are calculations created on the spreadsheets. Formulas range in
complexity from the easy ones below to extremely complicated formulas.
Use the following buttons to create mathematical symbols in the spreadsheet:
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+ to add It is important to note the order of the
- to subtract symbols when creating formulas.
/ to divide () Brackets are the first priority
* to multiply (to make this hold down the / Division is next
Shift key and press the 8) * Multiplication
% to make a percentage (Shift and 5) + Addition and finally
= to make equals - Subtraction is the last
priority
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B Formulas with numbers
1 =(3+4)/5
2 =3+4/5 1. In a new spreadsheet type in the formulas on the left into the formula
3 =3+(4/5) bar remembering to always include an = sign before the formula.
4 =(3+4)*5 2. Note how the differences in the answers depend on the order of the
5 =3+4*5 symbols
6 =3+(4*5)
7 =(3-4)/5
8 =3-4/5 Formulas with Cell
references
Up until now we have used numbers in our formulas.
Now however we will practice using cell references instead.
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Inserting Cell References Automatically
Instead of typing in C2 each time you want it in the formula try the following:
1. Click in cell F5
2. In the formula bar type =
3. Now point to cell C2 on the spreadsheet and click it once, notice that the cell
reference C2 will appear in the formula bar.
4. Click back in the formula bar and type +
5. Point to, and click on cell D2
6. Click back on the formula bar and type *
7. Point to, and click on the cell E2. You should have the formula
=C2+D2*E2
8. Click on the Tick to finish the formula,
9. Save the exercise with “Your name” Formulas
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Functions
A function is a pre set formula used by the spreadsheet to perform calculations.
The most common function used is the SUM function.
However the computer can accomplish this automatically. By typing = to start the
formula then SUM and type in the range of the cells you want added together
inside of brackets. The Sum function will add this selection automatically. So the
formula we write will look like this: =Sum(C2:E2) The Colon : means To in the
formula giving the range from the beginning cell to the end cell.
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Accessing
other built-in
Functions
There are a number of methods that
can be used to insert functions into
your spreadsheet. In this section we
will examine some of the more
common methods whilst practicing
the new functions.
The functions we will investigate should all be found under Most Recently Used,
however there are many more specialist functions available to use in the other
sections.
Average Function.
Imagine that you want to know the average amount of money you pay each month
for your total finance expenses.
The Average function can answer your question for you.
1. Using the exercise Personal Expenses 2, in Cell A12 type the heading
Average Expenses per month
2. Click In Cell A13 and click on the Function button to open the Function
window, and click on Average and OK.
3. The next screen asks for the range of the cells that you want to average.
Highlight the Total Finance row, without including the total in F11.
4. Click OK and note that the formula will be entered into A13 as you have
already given this cell the focus.
5. Click Finish. Note that the decimal points are not set. Format the answer as
Currency by clicking the $ Button on the tool bar
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Max and Min Function
Imagine that you also want to know the Maximum and Minimum amounts of
money you spend on expenses each month for your total finance expenses
1. Using the exercise Personal Expenses 2, in Cell A14 type the Heading
Maximum Expenses per month
2. Click In Cell A15 and using the Function window choose Max and click OK.
If/Then Function.
Using this function you can set a one cell to show different values, such as words
or numbers, if another cell is true or false. The function uses three parts, If
something happens, Then do something, Otherwise do something else.
For example if the Total finance spent for six months is greater than 5351, you
can make a warning appear that reads Warning! Over Budget otherwise it would
say Under Budget.
In English, the above function says if G10 is greater than 5351, then put Warning!
Over Budget, otherwise put OK, Under Budget. This function can be great fun
and is worth learning to use. So gather your courage and do the following:
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2. Type in the 3 fields as shown left, remembering to include the “ ” marks
around the words.
3. Click OK
Note that quote marks are only needed with text, if you replace the words with
numbers, there is no need to use the quote marks.
Change some cells to see if it works. Try the If statement using other words,
numbers and fields.
PMT Function
Excel has a built-in function for computing loan payments called PMT. The
different fields to complete are:
Rate – the interest rate for the period in which
you're interested, divided by 12 months – for
example one year at 10%, is 10% divided by 12
or .0083 for Rate.
Nper - the number of periods you have to pay.
(For example, if you get a four-year car loan and
make monthly payments, your loan has 4x12 (or
48) periods. You would enter 48 into the formula
for Nper.
Pv - the present value or amount of the loan, - how much the loan is taken out
for.
Fv - the future value of the loan (this will be 0 if you intend to pay the loan off),
Type and the type of payment to be made (this is 0 if your payments begin at the
end of the month you get the loan; 1 if the payments begin immediately when you
get the loan -- 0 is the most common option here).
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Groceries Exercise
Using the formulas we have covered above create and complete the Groceries
Bill shown left.
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International Academy Exercise
Using the formulas we have covered above create and complete the International
Academy spreadsheet shown below.
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Here are some more simpler and easier techniques for moving data
Dragging Exercise
On a new spreadsheet, create the table below anywhere. Using cut and paste, and
Drag, rearrange all the years in consecutive order from 1995 to 1999.
For this exercise we are going to create a place to move the June column into the
Personal Expenses 2 table.
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Inserting a new Column
1. Open the Personal Expenses 2 exercise. Click in the Column G marker to
highlight the entire G column.
2. Right click your mouse button and choose Insert.
3. A new column will be inserted, moving the Total column over one .
4. Highlight and drag the June Column into the space created in the new G
column.
5. Note that the formulas for the Total column have automatically added in the
new information.
Below is an example where multiplying the Gross wages by the Tax, gives the
Tax Paid. Here if you drag the formula from C7 to H7 the equation will not
operate, as the tax cell B4 will also change. To prevent the formula changing the
cell B4 must be ‘locked’ into place – to prevent it changing when the formula is
dragged.
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Use
AutoSu
m
1. Type in the Spreadsheet below onto a new page and save it as ‘Your name’
Personal Income
You will need to write a simple formula to calculate the Candles Net Income.
This formula will subtract the Tax and GST from the Gross wages. How will you
do it? Another formula is needed to achieve the total Net income in row 15.
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Some cells in the I column in particular may change to look like #####. This
means that the numbers are too big for the cell, and they cannot be viewed in the
cell. To fix this click and hold your left mouse button down on the line between
the Column letters and drag the line to the right to widen the cell, or double click
on the cell border line.
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Berry Pickers Exercise
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Formatting Cells
There are many presentation techniques that can be used on your spreadsheet to
make it easy on the eye.
Some of these are the following, be sure to experiment with the techniques used
and investigate any others we have not covered in this section.
Type in the following spreadsheet outlining our clients car expenses and save as
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Vertical Adjustment within rows
We can also stretch out rows and set the text within the row to the Top, Centre or
bottom, of the Row.
1. Move your mouse arrow over the line under row 4, as shown left, and click and
drag down to extend the height of the row.
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2. Click in row marker 4 to highlight
the row, and click your Right
mouse button. From the menu
Note that the heading is now centred within the row, and centred across the
selection of the columns.
Using the Font window in the same Format cells screen, make the font size of
the heading 14, and the font Times New Roman.
1. Click on C5 and in the formula bar add the words Vic and click the tick.
Note that Vic is not shown on the Spreadsheet.
2. Open the Format Cells Window and again click on the Alignment tab. Click
on Wrap Text, and click OK.
3. Using Wrap Text, wrap the words Unexpected Expenses so they are in the
same cell.
4. Use the Centre button (left) from the toolbar to centre the text within the cell.
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Number Formats.
The numbers themselves can be formatted as
either, general, currency, percentage etc, using
the same Format Cells window.
In B7 create a
formula to divide
the Registration by
the 12 months of
the year.
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Mark the entire table and use the Border options in the Format Cells window
to set the double line around the table.
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Sorting
Sorting data on a sheet is very easy to do. Click on the first cell of the column
you want sorted and click on the Sort Ascending, or Sort Descending, buttons
on the toolbar.
Multiple columns can be sorted at once. Highlight the columns you want to sort
and then go: Data, from the Menu, and click on Sort. Choose the fields you want
sorted.
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Lookup Function
Imagine you want to type a number or word into your spreadsheet and
immediately have a related number or word available.
Using Excel you can look up a table containing the information you want and call
down another value in that table.
For example:
George needs to know how many days there are in each month so he can calculate
his income as he works out his spreadsheet. To achieve this he has made two
columns containing the months of the year, and how many days in the month.
Do the following:
1. In cell A1 type in Jan and drag down until you have the first six
months.
2. In cell B1 type in the number of days for each month.
3.Now for this function to operate you must sort the months
alphabetically so click on cell A1 and click the Sort button
(The first column must always be sorted). Note that the second column
also changes to stay the same as the first once they are sorted.
4. Below the Monthly table, create the spreadsheet shown
5. In B11 we are going to place the Look Up formula that will read the month
from B10 (Jan), then look up the table (A1:A6) and display the days
from (B1:B6).
6. Click in B11 and
find the Look Up
Function using the
Function Button.
7. Type in the values
shown in the three
windows. We are
going to look up
B10, read the
month in that cell,
then find the
month in the range
A1:A6. The day will be found in the range B1:B6.
8. Click OK if the Formula result = 31, otherwise check your input and correct.
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9. If you drag the formula from B11 to G11 the values will change as the cell
references are Relative. You must make them all Absolute except for B10 .
How will you do that?
10. Create the Daily Income fields as well and save as Look-Up exercise.
E2
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Using Sheets
In Excel there are a number of sheets, like pages, that you can use at once. By
clicking on a Sheet Tab you can move between the sheets, and easily rename,
add, or delete sheets.
In this exercise we are going to use the sheets to create a multi-sheet expenses
book.
2. Then we must rename the sheets to be used. Click with your Right
Mouse button on Sheet1. Click on Rename and call the sheet Vehicle
Expenses.
3. Rename Sheet2 to Van 1, Sheet 3 to Van 2, and Sheet 4 to Car 1.
5. On Car 1 sheet, create the spreadsheet below. Use a formula for Total, and
Cost per km.
6. Copy the spreadsheet to Van 1 and Van 2 sheets and change the numbers as
shown.
9. Complete the fields copying from the Van and Car sheets back to the main
sheet.
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10. Complete the Total fields with formulas.
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over cells with characters in them. This is a good safety tool to prevent
accidentally erasing your data.
9. Now that you have 2 columns of data, go back to the C3 to C9 column and
delete out the data
10. Press the Stop button, you have created your first macro.
11. Return the Column E numbers back to Column C and press CTRL m to
run your macro.
Extra Exercises
Run the macro again to move the data to column E, and then create a second
macro, called Return to return the column back to the original position.
Using the Add operation under Paste Special, create a macro that adds the
numbers in column C to a new column in F. Each time you run this macro the
numbers in F will increase by the numbers in E.
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4. 4 Right-click the button, and then click Assign Macro on the shortcut
menu.
5. In the Macro name box, enter the name of the macro.
Once created the button can be edited to meet your needs. Use Change
Button Image to select another picture, or more creatively use Edit Button
Image to edit the picture on the button.
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Charting
One of the most important and enjoyable tools
in Excel is the charting tool. There are a
myriad variety of charts available, we will
practice making a simple chart then use more
advanced methods later.
1. Open the File Charting from S:Artfiles /
Computer Exercise / Excel.
2. The table below will be found under
Exercise 1 (If you don’t have access to the
table type it in.)
3. Highlight the Arrivals and Departures
columns (B3 toC14) including both
headings
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11. Click on the Drawing button to open the drawing toolbar.
12. Use a text box to make a place in the bottom right of your chart with your
name in it.
The commission paid to George is 15% of the Monthly total. Using Absolute and
Relative Cell references create a formula to show George’s Income in cells B13
to H13.
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