Excel Complete Notes
Excel Complete Notes
By Sandeep Arora
(SAP Consultant & Corporate Excel Trainer)
First Time In
India
Let’s get Started
Class :- 1
Content :-
How to Open Excel
Maximize & Minimize
How to Switch Files
Data Selection
Data Copy
Date Paste
Auto Adjust
Basic Navigation
Zoom Level
Save As
Close File
1. How to Open Excel without using Mouse
& Means you have to Press/hold the Window Key & then press the R Key
2 (ii). For Minimize, Short Cut: Window & Arrow Down & &
3. How to Switch Files
Hold down the ALT key on the keyboard and press the TAB key once. An overlay appears with
icons for all your open windows. Continue to press TAB until the desired document is highlighted
When I
Select
the
data,
color of
the data
got
changed
6. How to Copy the Data in the Excel by Short Cut
When
You
Copy
the
data,
You will
see the
moving
Lines
7. How to Paste the Data in the Excel by Short Cut
Put your
Cursor here &
Paste it
8. Auto Adjust /Fit
Excel's AutoFit feature is designed to automatically resize cells in a worksheet to accommodate different
sized data without having to manually change the column width and row height.
First, we have to select the data by Control & A, then do Alt+O+C+A to make the data adjust
``
& &
To Select
your Data
& &
10. Zoom Level
The Excel zoom command changes the scale that a spreadsheet is viewed electronically. This does not
change the underlying characteristics of your spreadsheet, and so a printout of the spreadsheet will
remain the same, regardless of the selected zoom level.
Normally in an organization, data is prepared at 85% level
Zoom
Level
Short Cut: Alt+W+Q + + Tap the Tab Key & type 85 & Enter
11. How to Save File
You have two option to save the file Control & S or Alt + F + A. At the very first time you have to perform
save as because you have to give location to the file by Alt + F + A. Once the file is saved at the respective
location then you have to save it by Control & S while working on the file.
+ +
Save As
12. Close File
If you want to close the current file then you have to perform Alt + F + C.
+ +
Class :- 2
Content :-
Insert Column
Delete Column
Insert Row
Delete Row
Insert Sheet
Delete Sheet
Toggle between Sheets
Rename Sheet
1. How to Inset the Column in Spreadsheet
Inset the Column as per your requirement by short Cut- It is as simple as deleting the column
First Put the Cursor in the column where you want to make the insert & then Block the Column by
Control & Spacebar. For e.g I want to Insert a Column ahead of A Column so I put my cursor
anywhere at column A & perform the short Cut
& Plus ( Sometimes in Laptop its above = key, so we have to Hold Control &
Shift together with + key )
Column So wherever you put your cursor & block the column &
Inserted insert it, it will always come ahead of the column you
blocked.
2. How to Delete the Column in Spreadsheet
Delete the Column as per your requirement by short Cut
First Put the Cursor in the column you want to delete & then Block the Column by Control &
Spacebar. For e.g I want to delete A Column so I put my cursor anywhere at column A
Blocked
& Spacebar Column
First Put the Cursor in the Row where you want to make the insert & then Block the Row by Shift &
Spacebar. For e.g I want to Insert a Row ahead of B12 Row so I put my cursor anywhere at Row B12
& perform the short Cut
Blocked Row
& Spacebar
Now, we have to insert the column by Short Cut
& Plus ( Sometimes in Laptop its above = key, so we have to Hold Control & Shift together
with + key )
First, Put the Cursor in the row you want to delete & then Block the Row by shift & Spacebar. For
e.g I want to delete A12 Row so I put my cursor anywhere at Row A12
& Minus
5. How to Insert Sheet in Spreadsheet
&
Sheet Inserted.
6. How to Delete Sheet in Spreadsheet
Be in the sheet that you want to delete & perform shortcut Alt + H + D + S
+ + +
Sheet 2 Deleted
7. How to Toggle Between Sheets
If you want to move from one sheet to another, forward to backward or vice versa then you have to use the
below shortcut:-
+ + +
Sheet Renamed
Let’s get Started
Class :- 3
Content :-
Background Color
Font Color
Border
Freeze Panes
Unfreeze Panes
Alignment of Data
Merge of Cells
Unmerge of Cells
1. Background Color
Select the cell or range of cells you want to format. For e.g, I want to Color the heading so I have to do it by short cut.
First, I have to Select the heading by Control & Shift & Arrow right & then perform the shot cut Alt + H + H for
background color
& &
+ +
Select the Color as per your requirement & Enter
Color Changed
2. Font Color
Select the cell or range of cells you want to format. For e.g, I want to Color the Font so I have to do it by short cut.
First, I have to Select the heading by Control & Shift & Arrow right & then perform the shot cut Alt + H + F + C for Font
color
+ + +
First, Select
the data
(Control & A)
then perform
the short cut
4. Freeze & UnFreeze Panes
The Excel Freeze Panes tool allows you to lock your column and/or row headings so that, when you scroll down
or over to view the rest of your sheet, the first column and/or top row remain on the screen.
To change text alignment in Excel, select the cell(s) you want to align by Control & Shift & Arrow
right & arrow down & perform short Cut Alt+H+A+C or ALH+H+A+L or Alt+H+A+R as per your
requirement.
Short Cut: + + +
All data get
center aligned
Short Cut: + + +
Cells Merged
7. Unmerging of Cells
For unmerging the merged cell, you need to perform the shortcut. First you have to select the cell or a
group of cell that you want to unmerge & then perform Alt + H + M + U
Short Cut: + + +
Cell Unmerged
Let’s get Started
Class :- 4
Content :-
Filter
Open Filter
Number Filter
Clear Filter
Text Filter
Date Format
Date Filter
Color Filter
Remove Filter
1. Basic Filter
Filter data in Ms Excel refers to displaying only the rows that meet certain conditions.
There are four types of filter that we perform in Excel
1. Number Filter
2. Text Filter
3. Date Filter
4. Color Filter
T
Select the Data by
& &
+ + Short Cut
2. Open Filter
If you want to open the filter then you have to perform the below short cut
&
3. Number Filter
Number Filter allow you to manipulate numbered data in different ways like Equals, Does Not Equal, Greater
than, Greater than or Equal to etc.
&
Filter Applied
Filtered Data
4. Clear Filter
If you want to see your complete data again then you have to clear the filter by using the below shortcut
+ + +
5. Text Filter
Text Filter allow you to manipulate Text data in different ways like Equals, begins with, Ends with, Contains
etc.
&
Data Filtered
6. Format date
If you want to format the date into DD/MM/YY, then you have to perform below shortcut.
First you have to block the date column by Control & Spacebar & perform
& &
7. Date Filter
You can filter the table to display a subset of the date with the dates you specify like Before, After, Today,
Tomorrow etc.
&
8. Color Filter
Color Filter allow you to manipulate Color data in different ways.
&
9. Remove Filter
If you want to remove filter than you have to perform the same shortcut
+ + Short Cut
Let’s get Started
Class :- 5
Content :-
Auto Sum
Sum
Subtotal
Sumif
Sumifs
1. Auto Sum
A function in a spreadsheet program that inserts a formula in the selected cell that adds the numbers in the
column above it. It sets the range of cells by looking for numeric data above the selected cell.
Put Your Cursor in the cell , where you want the total value & apply the short cut Alt & = & Enter
& = &
=sumif(Range,Criteria,Sumrange)
Range
Sum Range
Criteria
5. Sumifs
Sumifs is used to add all the number in a range of cells based on multiple criteria & the
formula is:-
Sum Range
Criteria Range 1
Criteria 2
` Criteria 1
Criteria Range 2
Let’s get Started
Class :- 6
Content :-
Count
Counta
Countblank
Countif
Countifs
1. Count
The Count Function counts the number of cells that contain numbers, and counts number within the list of
arguments. The formula is =Count(value)--- Value means we have to select range.
Criteria (I2)
Range (G:G)
5. Countifs
Countifs is used to count all the number in a range of cells based on multiple criteria & the
formula is:-
Criteria 2
`
Criteria 1
Criteria Range 2
Let’s get Started
Class :- 7
Content :-
Difference Between Paste
& Paste Special
Values
Format
Multiplication
Division
Addition
Subtract
Transpose
Formula
Skip Blanks
1. Difference Between Paste & Paste Special
Paste is a feature that lets user cut or copy items from a document and transfer them to another. While Paste
Special allows the items being transferred to be formatted in serval different ways.
Values
Format
Multiplication
Division
Addition
Subtract
Transpose
Formula
Skip Blank
2. Normal Paste- Values
Formula
Result
Result
`
Copy
`
Result
5. Multiplication Without Formula
If you want to multiply the Values without using formula, you can do it with the help of paste Special.
`
Now Copy value of Column E & do paste special in Column in I (Alt + E + S + V + M)
Result
6. Division Without Formula
If you want to Divide the Values without using formula, you can do it with the help of paste Special.
`
Data Converted to Horizontal
9. Formula
If you want to Copy the Formula then you can do it by paste special.
``
Result
10. Skip Blank
If your data has both value & blank Column & you want to paste it leaving the blank column, it can be possible
by Paste Special.
Copy the data, & do paste Special by Alt + E + S + V & Click on the Skip Blank check box by using Spacebar
In Column M, we have revised marks in Science that we need to past in Column G leaving the blank
``
Result
Let’s get Started
Class :- 8
Content :-
Lower
Upper
Proper
Right
Left
Mid
Len
1. Lower Case
The lower Function converts a text string to all lower case letters & the formula is =Lower (Text), here text
means you have to select the cell.
Changed All in
lower Case
Put Your Cursor in the cell , where you want the total value & apply the short cut Alt & = & Enter
2. Upper Case
The Upper Function converts a text string to all Upper case letters & the formula is =Upper(Text), here text
means you have to select the cell.
Changed All in
Upper Case
3. Proper Case
The Proper Function converts a text string to Proper case letters & the formula is =Proper(Text), here text
means you have to select the cell.
Changed All in
Proper Case
4. Right
The right function extracts a given number of characters from the right side of the text & the
formula is =Right ( Text, Num Character), here number character means how many character you
want.
Class :- 9
Content :-
Vlookup
Pre requisite of VLookup
If Error VLookup
Vlookup Array
Vlookup with Approximate
Match
Hlookup
1. VLookup
V Lookup means vertical lookup which is used to retrieve the data from a range of cells based on Column No.
The Formula of V Lookup is:-
Table Array:- Means the Range that you want to look for it.
Lookup value must be from the first Column in the data that are common in both the data
If there is a duplicate data, then v lookup always gives you the first result.- Drawback
Result
3. Iferror V lookup
Vlookup with Iferror function helps the user return error message based on the user choice if any situation
occurs.
Vlookup normally takes only one value, but since we are using an array formula, we can give it multiple values
by putting them in brackets & then Control & Shift & Enter.
Active
Cell is B2
Select the
Range for
the
vlookup
function
After Applying the formula, Press Control & Shift & Enter
Vlookup in One Go, No Need to apply formula again & again- Benefit of Vlookup Array
5. Vlookup With Approximate Match
When you Select Approximate match, you are not asking Excel to Match Values that are approximately the
same as each other.
H Lookup means Horizontal lookup which is used to retrieve the data from a range of cells based on Row No.
The Formula of H Lookup is:-
Table Array:- Means the Range that you want to look for it.
Class :- 10
Content :-Will Update Notes Soon
Pivot Table
Simple Pivot Table
Classic Pivot Table
Use of Refresh
Extension of Table
Use of Filter in Pivot Table
Cross Pivot Table
Paste Special in Pivot Table
Pivot Table in Existing Sheet
1. Pivot Table
Pivot Table is used to sort, summarize & make the data presentable.
Selected-Range
1. Pivot Table
The four quadrants are Filters, Columns, Rows & Value.
Headings
2. Simple Pivot Table
I want present Name & Total Marks by using simple Pivot Table.
Put the Name in the Row Quadrant & Marks in the Value Quadrant.
3. Classic Pivot Table
I want present Name, Roll No & Total Marks by using Classic Pivot Table.
Put the Name & Roll No in the Row Quadrant & Marks in the Value Quadrant.
3. Classic Pivot Table
Right Click on the Pivot Table, Select Pivot Table Options, Go to Display Tab & click on Classic Pivot Table.
3. Classic Pivot Table
Go to Design Tab, Click on Subtotals & Select “Do Not Show Subtotals”.
4. Use of Refresh in Pivot Table
If we add any data in the master data then we have to refresh the Pivot Table manually by right click & select
Refresh.
4. Extension of Range in Pivot Table
If we add some data in the master data out of the range then we have to extend the range by going to Pivot
Table Analyze & click on change Data Source.
5. Cross Tab Report in Pivot Table
Cross Tab report is prepared when we use both Row & Column Quadrant in Pivot Table.
Drop the Name in the Row Quadrant, Rill No in Column Quadrant & Total Marks in the Value Quadrant.
6. Use of Filter in Pivot Table
We can also use the filter the in the Pivot Table.
Drop the Name in the Row Quadrant, Result in Filter Quadrant & Marks in Value Quadrant.
7. Use of Count in Pivot Table
We can also use both Sum & Count Function as per our requirement.
Drop the Result in the Row Quadrant, & Result & Marks in Value Quadrant.
Class :- 11
Content :-
Copying of Sheet
Moving of Sheet
Hide Column
Unhide Column
Hide Row
Unhide Row
Slicer
1. Copying of Sheet
Excel provides a way to move or copy the entire sheet from one place to another in the same work book or in
the new workbook.
+ + +
+ + +
Data Moved to New
Workbook
3. Hide Column
Hide & Unhide of Row or column can be possible with the shortcut. For Example if I want to hide the D column
(Company Code) , I need to perform the below shortcut:-
If you unhide the Column, then Block the column between the hide column & perform the below Shortcut
If you want to hide the Row, then Block the Row that you need to hide & perform the below shortcut
Control & 9
Row Hide
6. Unhide Row
To unhide the row, First block the row between the hidden row & use the below shortcut:-
Row Unhide
7. Slicer
Slicer provide buttons that you can click to Filter tables or Pivot Tables. For quick filtering slice is the best
feature.
In Table, you will find the option Slicer. + + +
Class :- 12
Content :-
Find
Replace
Matching of Two or more
Cells
Concatenate
Sort
Remove Duplicate
1. Find in Excel
Find is a feature that enables you to quickly find specific text or the number as per the input.
sheet specific
Workbook specific
2. Replace in Excel
Replace function replaces character specified by location in a given text string
Replaced
Short Cut is:- &
`
`
`
`
3. Matching of Two or More Cells
If you want t match two or more cells in Excel, You can use the below formula:-
` `
+ + +
+ +
`
`
`
Let’s get Started
Class :- 13
Content :-
IF Condition
1. IF Conditions
If condition is the most popular function on Excel, it allows you to make logical Comparisons between
a value and what you expect.
Condition 1
If Quantity is greater
than 200 then we have
to give 2000 as Bonus,
else 1000 as bonus.
Result
Case -2nd
Condition 2
Condition 1
Condition 1
Case 1st
Condition
Result
Case 2nd
Condition
Result
6. Nested If with Text Condition
Condition
Result
7. Nested If with Date Condition
Condition
Result
8. IF And Condition
If and Condition is used to make logical comparisons between given values. In And condition, all the conditions must be
meet
Condition
Result
9. IF OR Condition
If and Or is used where any of the condition is fulfilled.
Condition
Let’s get Started
Class :- 14
Content :-
Match
Index
Index Match
1. Match
Match function is used to locate the position of a lookup value in a row, column or table.
Class :- 15
Content :-
Macro
1. Macro
Macro is used to record the transaction, create the shortcut of that & use it accordingly.
Macro is used where there is a repetitive data task, we have to create the short cut of that & use it accordingly.
+ +
+ + +
Recording Button
2. Edit Macro
+ + +