Microsoft Excel Basics
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This document provides an overview of Microsoft Excel basics and functions. It covers topics such as formatting cells and data, using mathematical, logical, and financial functions, creating charts, sorting and filtering data, setting print options, and more. Examples of functions include SUM, MIN, MAX, COUNT, IF, NOW, TODAY, DATE, PMT and examples of charts include column, line, pie and bar charts. The document is intended as a training guide for learning Excel.
Microsoft Excel Basics
- 1. Microsoft®Office Excel 2007 TrainingBASICS OF EXCELBy: AparnaShrivastav
- 2. Learning Excel Microsoft Office Excel 2003 is a spreadsheet application that allows you to enter, calculate, and analyze data.
- 3. Excel also allows you to enhance financial data by using charts, graphs, and reports.
- 4. Excel is primarily used to analyze numerical data. It offers tools to help you perform calculations, forecast trends and relationships, import data from other applications, publish data to the World Wide Web, and integrate Excel data with other Microsoft applications.ContentsThemes, Table Style, Cell Style
- 6. Functions – Maths (Count, Average, Max, Min, Sum), Logical (If), Date (Date, Now, Today), Financial (PMT).
- 7. Charts
- 10. Subtotals
- 11. Data Validation
- 13. Protecting Sheet
- 14. Reviewing & Printing Options
- 15. Grouping & Ungrouping
- 16. Defining Name RangeData FormattingData formatting in MS Excel becomes very easy with the help of Excel’s built-in features, which can be applied on available data, like-numbers, text, date, day, month, year, currency settings etc. The formatting menu provides formatting facilities for – Number, Alignment, Font, Border, Fill, and Protection. Right click on any cell… and choose format cell or press – Ctrl +1
- 17. Mathematical FunctionsExcel has a library of basic and advanced math functions that go way beyond the powers of a simple calculator. Here, is a listing of some of the more common ones: Sumfunction is used to add up columns or rows of data. Syntax is =Sum(range)MINfunction is used to find the smallest value in range. Syntax is =Min(range)Maxfunction is used to find the largest value in a range. Syntax is =Max(range)Count function is used to count the no. of cells in a range which consists of only numeric values. Syntax is =Count(range)
- 18. Mathematical Functions INT function discards decimal values. This function is used when result needs to be a whole number that is never rounded up. Syntax is =Int(range)Round function is used to round a number to the desired number of decimal places. Syntax is =Round(number, decimal places) CountAfunction counts not just numeric value cells, but also ones containing text (all non blank cells). Syntax is =CountA(range)
- 19. Date FunctionsNowfunction returns the current system date and time. This function will refresh the date/time value whenever the worksheet recalculates. The syntax for the Now function is =Now()Today function checks the computer’s clock and returns the date. This function is dynamic, if you open this workbook tomorrow; you will see tomorrow’s date on this worksheet. If you need a static, unchanging date, do not use the Today function. Syntax is = Today()Date function helps to insert a date. It is a static function. The syntaxfor the DATE function =DATE(Year, Month, Day)
- 20. Logical FunctionIn Excel, the If function returns one value if a specified condition evaluates to TRUE, or another value if it evaluates to FALSE. The syntax for the If function is: =If(condition, value_if_true, value_if_false)condition is the value that you want to test (argument 1)value_if_true is the value that is returned if condition evaluates to TRUE (argument 2)value_if_false is the value that is returned if condition evaluates to FALSE (argument 3).
- 21. Financial FunctionAt times, people take out a loan at some point – be it for education, a car, or a house. While we know that we pay a certain amount of interest on the loan with each payment, there are functions available in Excel to help you financial calculations.For example, the PMT function helps you to calculate monthly installment for a loan. THE PMT FunctionSyntax =PMT(rate,nper,pv)
- 22. ChartsGraphs are important part of any analysis or reporting. They get more attention of management on areas of concern when time is very limited. Excel has variety of charts like Column chart, Line chart, Pie chart, Bar chart, Area chart, Scatter chart, 3D chart etc.To insert a chart in your Worksheet, either simply click on the Insert tab on the Menu bar and you will see different chart options right there in the Sub Menu bar
- 23. ChartsTo see all Chart types together, click on Other Charts and select All Chart Types. Here you will see a detailed list of all available Chart Types, along with its Sub Types/Details. Select the desired Chart Type and Click OK.You sometimes may need to perform some formatting after your chart is created.
- 24. SortingExcel's sort feature is a quick and easy way to sort data in a spreadsheet. The options for sorting your data include: Sort in ascending order - A to Z alphabetically or smallest to largest for number data.Sort in descending order - Z to A alphabetically or largest to smallest for number data.Custom sort - includes sorting by the cell background color or the font color of the data.
- 25. FilterMany times, rather than working with an entire table, you may wish to work with only a subset of your data. Using the AutoFilter feature, you can display only the records with which you wish to work and hide all others from view.To AutoFilter a ListSelect the header row.Then select data tab and click filter.Click the drop down arrow on the cell which ever records you want to filter.To show all records, click the box next to (Select All).
- 26. FilterTo clear a filter, click the arrow for the column whose filter you want remove and choose Clear from the list. Click Reapply to reapply a filter. To remove all filters from the table, click the Clear button on the Sort & Filter group on the Data Ribbon. To remove the AutoFilter arrows, click the Filter button on the Sort & Filter group on the Data Ribbon to deselect it.
- 27. Printing OptionsTo Print The WorksheetClick office logo and select Print. Click OK.Setting Print AreaSelect the cell range.Select Page layout tab.Select Set Print Area.
- 28. Page SettingSelect Page layout tab and then select Print titles.Select Orientation as Portrait or Landscape in the Page tab.Select the Margin tab, then set the Margin.Select the sheet tab. If you want to display gridlines, select Gridline check box.If you want to repeat a particular row or column to be repeated at the top / left of every page then select that particular row/ column under the option “Rows to repeat at top” / “Column to repeat at left”.Click OK.
- 29. Questions?
- 30. Thank You