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Microsoft Excel is an electronic spreadsheet. You can use it to organize your data into
rows and columns. You can also use it to perform mathematical calculations quickly.
Your screen will probably not look exactly like the screen shown. In Excel
2007, how a window displays depends on the size of your window, the size of your
monitor, and the resolution to which your monitor is set.
In the upper-left corner of the Excel 2007 window is the Microsoft Office button.
When you click the button, a menu appears. You can use the menu to create a new
file, open an existing file, save a file, and perform many other tasks.
Next to the Microsoft Office button is the Quick Access toolbar. The Quick Access
toolbar gives you with access to commands you frequently use
Next to the Quick Access toolbar is the Title bar. On the Title bar, Microsoft Excel
displays the name of the workbook you are currently using. At the top of the Excel
window, you should see "Microsoft Excel - Book1" or a similar name.
You use commands to tell Microsoft Excel what to do. In Microsoft Excel 2007, you
use the Ribbon to issue commands.
Microsoft Excel consists of worksheets. Each worksheet contains columns and rows.
The columns are lettered A to Z and then continuing with AA, AB, AC and so on; the
rows are numbered 1 to 1,048,576.
Formula Bar
If the Formula bar is turned on, the cell address of the cell you are in displays in the
Name box which is located on the left side of the Formula bar. Cell entries display on
the right side of the Formula bar. If you do not see the Formula bar in your window,
perform the following steps:
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The Status bar appears at the very bottom of the Excel window and provides such
information as the sum, average, minimum, and maximum value of selected numbers.
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You can also use the Name box to go to a specific cell. Just type the cell you want to
go to in the Name box and then press Enter.
If you wish to perform a function on a group of cells, you must first select those cells
by highlighting them. The exercises that follow teach you how to select.
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You can also select an area by holding down the left mouse button and dragging the
mouse over the area. In addition, you can select noncontiguous areas of the worksheet
by doing the following:
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In this section, you will learn how to enter data into your worksheet. First, place the
cursor in the cell in which you want to start entering data. Type some data, and then
press Enter. If you need to delete, press the Backspace key to delete one character at a
time.
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After you enter data into a cell, you can edit the data by pressing F2 while you are in
the cell you wish to edit.
You can also edit the cell by using the Formula bar. You change "Jones" to "Joker" in
the following exercise.
1.p Move the cursor to cell A1.
2.p Click in the formula area of the Formula bar.
3.p Use the backspace key to erase the "s," "e," and "n."
4.p Type .
5.p ress Enter.
Typing in a cell replaces the old cell entry with the new information you type.
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When you type text that is too long to fit in the cell, the text overlaps the next cell. If
you do not want it to overlap the next cell, you can wrap the text.
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1.p Move to cell A2.
2.p Type .
3.p ress Enter.
To delete an entry in a cell or a group of cells, you place the cursor in the cell or select
the group of cells and press Delete.
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In Microsoft Excel, you can specify the direction the cursor moves when you press the
Enter key. In the exercises that follow, the cursor must move down one cell when you
press Enter. You can use the Direction box in the Excel Options pane to set the cursor
to move up, down, left, right, or not at all. erform the steps that follow to set the
cursor to move down when you press the Enter key.
In Microsoft Excel, you can enter numbers and mathematical formulas into cells.
Whether you enter a number or a formula, you can reference the cell when you
perform mathematical calculations such as addition, subtraction, multiplication, or
division. When entering a mathematical formula, precede the formula with an equal
sign. Use the following to indicate the type of calculation you wish to perform:
+ Addition
- Subtraction
* Multiplication
/ Division
^ Exponential
In the following exercises, you practice some of the methods you can use to move
around a worksheet and you learn how to perform mathematical calculations. Refer to
Lesson 1 to learn more about moving around a worksheet.
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1.p Type
in cell A1.
2.p ress Enter. Excel moves down one cell.
3.p Type in cell A2.
4.p ress Enter. Excel moves down one cell.
5.p Type in cell A3.
6.p ress Enter. Excel moves down one cell.
7.p Type w()* in cell A4.
8.p Click the check mark on the Formula bar. Excel adds cell A1 to cell A2 and
displays the result in cell A4. The formula displays on the Formula bar.
Clicking the check mark on the Formula bar is similar to pressing Enter. Excel
records your entry but does not move to the next cell.
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1.p Hold down the Ctrl key while you press "g" (Ctrl+g). The ·o To dialog box
appears.
2.p Type " in the Reference field.
3.p ress Enter. Excel moves to cell C1
4.p Type %$.
5.p ress Enter. Excel moves down one cell.
6.p Type ( in cell C2.
7.p ress Enter. Excel moves down one cell.
8.p Type * in cell C3.
9.p ress Enter. Excel moves down one cell.
10.pType w"(,"* in cell C4.
11.pClick the check mark on the Formula bar. Excel multiplies C1 by cell C2 and
displays the result in cell C3. The formula displays on the Formula bar.
When creating formulas, you can reference cells and include numbers. All of the
following formulas are valid:
wA2/B2
wA1+12-B3
wA2*B2+12
w24+53
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You can use the AutoSum button on the Home tab to automatically add a column
or row of numbers. When you press the AutoSum button , Excel selects the
numbers it thinks you want to add. If you then click the check mark on the Formula
bar or press the Enter key, Excel adds the numbers. If Excel's guess as to which
numbers you want to add is wrong, you can select the cells you want.
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By default, Microsoft Excel recalculates the worksheet as you change cell entries.
This makes it easy for you to correct mistakes and analyze a variety of scenarios.
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Make the changes described below and note how Microsoft Excel automatically
recalculates.
When you type text into a cell, by default your entry aligns with the left side of the
cell. When you type numbers into a cell, by default your entry aligns with the right
side of the cell. You can change the cell alignment. You can center, left-align, or
right-align any cell entry. Look at cells A1 to D1. Note that they are aligned with the
left side of the cell.
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You can also change the alignment of cells with numbers in them by using the
alignment buttons.
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Microsoft Excel divides 12 by 2, multiplies the answer by 4, adds 3, and then
adds another 3. The answer, 30, displays in cell A7.
To change the order of calculation, use parentheses. Microsoft Excel calculates the
information in parentheses first.
Microsoft Excel adds 3 plus 3 plus 12, divides the answer by 2, and then
multiplies the result by 4. The answer, 36, displays in cell A7.
In addition to typing a formula as you did in Lesson 1, you can also enter formulas by
using oint mode. When you are in oint mode, you can enter a formula either by
clicking on a cell or by using the arrow keys.
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4.p ress the right arrow key once to move to cell B12.
5.p Click the aste button in the Clipboard group. Excel pastes the formula in
cell A12 into cell B12.
6.p ress the Esc key to exit the Copy mode.
Compare the formula in cell A12 with the formula in cell B12 (while in the respective
cell, look at the Formula bar). The formulas are the same except that the formula in
cell A12 sums the entries in column A and the formula in cell B12 sums the entries in
column B. The formula was copied in a relative fashion.
Before proceeding with the next part of the exercise, you must copy the information in
cells A7 to B9 to cells C7 to D9. This time you will copy by using the Mini toolbar.
1.p Select cells A9 to B11. Move to cell A9. ress the Shift key. While holding
down the Shift key, press the down arrow key twice. ress the right arrow key
once. Excel highlights A9 to B11.
2.p Right-click. A context menu and a Mini toolbar appear.
3.p Click Copy, which is located on the context menu. Excel copies the information
in cells A9 to B11.
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You make a cell address an absolute cell address by placing a dollar sign in front of
the row and column identifiers. You can do this automatically by using the F4 key. To
illustrate:
Keyboard shortcuts are key combinations that enable you to perform tasks by using
the keyboard. ·enerally, you press and hold down a key while pressing a letter. For
example, Ctrl+c means you should press and hold down the Ctrl key while pressing
"c." This tutorial notates key combinations as follows:
ress Ctrl+c.
Now copy the formula from C12 to D12. This time, copy by using keyboard shortcuts.
Compare the formula in cell C12 with the formula in cell D12 (while in the respective
cell, look at the Formula bar). The formulas are exactly the same. Excel copied the
formula from cell C12 to cell D12. Excel copied the formula in an absolute fashion.
Both formulas sum column C.
You use mixed cell addressing to reference a cell when you want to copy part of it
absolute and part relative. For example, the row can be absolute and the column
relative. You can use the F4 key to create a mixed cell reference.
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5.p Click the aste button . Excel moves the contents of cells D9 to D12 to
cells ·1 to ·4.
The keyboard shortcut for Cut is Ctrl+x. The steps for cutting and pasting with a
keyboard shortcut are:
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You can insert and delete columns and rows. When you delete a column, you delete
everything in the column from the top of the worksheet to the bottom of the
worksheet. When you delete a row, you delete the entire row from left to right.
Inserting a column or row inserts a completely new column or row.
To insert a column:
To insert rows:
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You can use borders to make entries in your Excel worksheet stand out. You can
choose from several types of borders. When you press the down arrow next to the
Border button , a menu appears. By making the proper selection from the menu,
you can place a border on the top, bottom, left, or right side of the selected cells; on
all sides; or around the outside border. You can have a thick outside border or a
border with a single-line top and a double-line bottom. Accountants usually place a
single underline above a final number and a double underline below. The following
illustrates:
1.p Select cells B6 to E6.
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Sometimes, particularly when you give a title to a section of your worksheet, you will
want to center a piece of text over several columns or rows. The following example
shows you how.
1.p ·o to cell B2.
2.p Type Ö
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3.p Click the check mark on the Formula bar.
4.p Select cells B2 to E2.
5.p Choose the Home tab.
6.p Click the Merge and Center button in the Alignment group. Excel merges
cells B2, C2, D2, and E2 and then centers the content.
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To make a section of your worksheet stand out, you can add background color to a
cell or group of cells.
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Op Click Sheet2 in the lower-left corner of the screen. Excel moves to Sheet2.
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When creating an Excel worksheet, you may want to emphasize the contents of cells
by bolding, italicizing, and/or underlining. You can easily bold, italicize, or underline
text with Microsoft Excel. You can also combine these features²in other words, you
can bold, italicize, and underline a single piece of text.
In the exercises that follow, you will learn different methods you can use to bold,
italicize, and underline.
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1.p Type
in cell A1.
2.p Click the check mark located on the Formula bar.
3.p Choose the Home tab.
4.p Click the Bold button . Excel bolds the contents of the cell.
5.p Click the Bold button again if you wish to remove the bold.
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Microsoft Excel provides two types of underlines. The exercises that follow illustrate
them.
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1.p Type 2
in cell C1.
2.p Click the check mark located on the Formula bar.
3.p Choose the Home tab.
4.p Click the Underline button . Excel underlines the contents of the cell.
5.p Click the Underline button again if you wish to remove the underline.
1.p Type 2
in cell D1.
2.p Click the check mark located on the Formula bar.
3.p Choose the Home tab.
4.p Click the down arrow next to the Underline button and then click Double
Underline. Excel double-underlines the contents of the cell. Note that the
Underline button changes to the button shown here , a D with a double
underline under it. Then next time you click the Underline button, you will get
a double underline. If you want a single underline, click the down arrow next to
the Double Underline button and then choose Underline.
5.p Click the double underline button again if you wish to remove the double
underline.
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Whenever you type text that is too long to fit into a cell, Microsoft Excel attempts to
display all the text. It left-aligns the text regardless of the alignment you have
assigned to it, and it borrows space from the blank cells to the right. However, a long
text entry will never write over cells that already contain entries²instead, the cells
that contain entries cut off the long text. The following exercise illustrates this.
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You can increase column widths. Increasing the column width enables you to see the
long text.
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You can also change the column width with the cursor.
1.p lace the mouse pointer on the line between the B and C column headings. The
mouse pointer should look like the one displayed here , with two arrows.
2.p Move your mouse to the right while holding down the left mouse button. The
width indicator appears on the screen.
3.p Release the left mouse button when the width indicator shows approximately
20. Excel increases the column width to 20.
You can format the numbers you enter into Microsoft Excel. For example, you can
add commas to separate thousands, specify the number of decimal places, place a
dollar sign in front of a number, or display a number as a percent.
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A range reference refers to all the cells between and including the reference. A range
reference consists of two cell addresses separated by a colon. The reference A1:A3
includes cells A1, A2, and A3. The reference A1:C3 includes cells A1, A2, A3, B1,
B2, B3, C1, C2, and C3.
A union reference includes two or more references. A union reference consists of two
or more numbers, range referneces, or cell addresses separated by a comma. The
reference A7,B8:B10,C9,10 refers to cells A7, B8 to B10, C9 and the number 10.
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±unctions are prewritten formulas. Functions differ from regular formulas in that you
supply the value but not the operators, such as +, -, *, or /. For example, you can use
the SUM function to add. When using a function, remember the following:
Enclose arguments within parentheses. Arguments are values on which you want to
perform the calculation. For example, arguments specify the numbers or cells you
want to add.
wSUM(2,13,A1,B2:C7)
In this function:
After you type the first letter of a function name, the AutoComplete list appears. You
can double-click on an item in the AutoComplete list to complete your entry quickly.
Excel will complete the function name and enter the first parenthesis.
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12.pType " "* in the Number1 field, if it does not automatically appear.
13.pClick OK. The sum of cells C1 to C3, which is 300, appears.
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1.p Move to cell A4.
2.p Type the word Ö
.
3.p Select cells B4 to C4.
4.p Choose the Home tab.
5.p Click the down arrow next to the Borders button .
6.p Click Top and Double Bottom Border.
As you learned in Lesson 2, you can also calculate a sum by using the AutoSum
button .
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You can use the AVERA·E function to calculate the average of a series of numbers.
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In Microsoft Excel, you can use the AutoSum button to calculate an average.
You can use the MIN function to find the lowest number in a series of numbers.
You can also use the drop-down button next to the AutoSum button to
calculate minimums, maximums, and counts.
You can use the MAX function to find the highest number in a series of numbers.
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You can use the count function to count the number of numbers in a series.
You can use Microsoft Excel to fill cells automatically with a series. For example, you
can have Excel automatically fill your worksheet with days of the week, months of the
year, years, or other types of series
The following demonstrates filling the days of the week:
1.p Click the Sheet2 tab. Excel moves to Sheet2.
2.p Move to cell A1.
3.p Type Ö .
4.p Move to cell B1.
5.p Type Ö
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6.p Select cells A1 to B1.
7.p Choose the Home tab.
8.p Click the Bold button . Excel bolds cells A1 to B1.
9.p Find the small black square in the lower-right corner of the selected area. The
small black square is called the fill handle.
10.p·rab the fill handle and drag with your mouse to fill cells A1 to B14. Note how
the days of the week fill the cells in a series. Also, note that the Auto Fill
Options button appears.
1.p Click the Auto Fill Options button. The Auto Fill Options menu appears.
2.p Choose the Copy Cells radio button. The entry in cells A1 and B1 are copied to
all the highlighted cells.
3.p Click the Auto Fill Options button again.
4.p Choose the Fill Series radio button. The cells fill as a series from Sunday to
Saturday again.
5.p Click the Auto Fill Options button again.
6.p Choose the Fill Without Formatting radio button. The cells fill as a series from
Sunday to Saturday, but the entries are not bolded.
7.p Click the Auto Fill Options button again.
8.p Choose the Fill Weekdays radio button. The cells fill as a series from Monday
to Friday.
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Some of the entries in column B are too long to fit in the column. You can quickly
adjust the column width to fit the longest entry.
1.p Move your mouse pointer over the line that separates column B and C.
The Width Indicator appears.
After you complete the remainder of the exercise, your worksheet will look like the
one shown here.
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1.p ·rab the fill handle and drag with your mouse to highlight cells D1 to D14. The
number 1 fills each cell.
2.p Click the Auto Fill Options button.
3.p Choose the Fill Series radio button. The cells fill as a series, starting with 1, 2,
3.
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You can use the Header & Footer button on the Insert tab to create headers and
footers. A header is text that appears at the top of every page of your printed
worksheet. A footer is text that appears at the bottom of every page of your printed
worksheet. When you click the Header & Footer button, the Design context tab
appears and Excel changes to age Layout view. A context tab is a tab that only
appears when you need it. age Layout view structures your worksheet so that you
can easily change the format of your document. You usually work in Normal view.
You can type in your header or footer or you can use predefined headers and footers.
To find predefined headers and footers, click the Header or Footer button or use the
Header & Footer Elements group's buttons. When you choose a header or footer by
clicking the Header or Footer button, Excel centers your choice. The table shown here
describes each of the Header & Footer Elements group button options.
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age Number Inserts the page number.
Number of ages Inserts the number of pages in the document.
Current Time Inserts the current time.
File ath Inserts the path to the document.
File Name Inserts the file name.
Sheet Name Inserts the name of the worksheet.
icture Enables you to insert a picture.
Both the header and footer areas are divided into three sections: left, right, and center.
When you choose a Header or Footer from the Header & Footer Elements group,
where you place your information determines whether it appears on the left, right, or
center of the printed page. You use the ·o To Header and ·o To Footer buttons on
the Design tab to move between the header and footer areas of your worksheet.
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There are many print options. You set print options on the age Layout tab. Among
other things, you can set your margins, set your page orientation, and select your
paper size.
Margins define the amount of white space that appears on the top, bottom, left, and
right edges of your document. The Margin option on the age Layout tab provides
several standard margin sizes from which you can choose.
There are two page orientations: portrait and landscape. aper, such as paper sized 8
1/2 by 11, is longer on one edge than it is on the other. If you print in ortrait, the
shortest edge of the paper becomes the top of the page. ortrait is the default option. If
you print in Landscape, the longest edge of the paper becomes the top of the page.
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The simplest way to print is to click the Office button, highlight rint on the menu
that appears, and then click Quick rint in the review and rint the Document pane.
Dotted lines appear on your screen, and your document prints. The dotted lines
indicate the right, left, top, and bottom edges of your printed pages.
You can also use the rint review option to print. When using rint review, you can
see onscreen how your printed document will look when you print it. If you click the
age Setup button while in rint review mode, you can set page settings such as
centering your data on the page.
If your document is several pages long, you can use the Next age and revious age
buttons to move forward and backward through your document. If you check the
Show Margins check box, you will see margin lines on your document. You can click
and drag the margin markers to increase or decrease the size of your margins. To
return to Excel, click the Close rint review button.
You click the rint button when you are ready to print. The rint dialog box appears.
You can choose to print the entire worksheet or specific pages. If you want to print
specific pages, enter the page numbers in the From and To fields. You can enter the
number of copies you want to print in the Number of Copies field.
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1.p Click the age Setup button in the rint group. The age Setup dialog box
appears.
2.p Choose the Margins tab.
3.p Click the Horizontally check box. Excel centers your data horizontally.
4.p Click the Vertically check box. Excel centers your data vertically.
5.p Click OK. The age Setup dialog box closes.
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1.p Click the rint button. The rint dialog box appears.
2.p Click the down arrow next to the name field and select the printer to which you
want to print.
3.p Click OK. Excel sends your worksheet to the printer.
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In Microsoft Excel, you can represent numbers in a chart. On the Insert tab, you can
choose from a variety of chart types, including column, line, pie, bar, area, and scatter.
The basic procedure for creating a chart is the same no matter what type of chart you
choose. As you change your data, your chart will automatically update.
You select a chart type by choosing an option from the Insert tab's Chart group. After
you choose a chart type, such as column, line, or bar, you choose a chart sub-type. For
example, after you choose Column Chart, you can choose to have your chart
represented as a two-dimensional chart, a three-dimensional chart, a cylinder chart, a
cone chart, or a pyramid chart. There are further sub-types within each of these
categories. As you roll your mouse pointer over each option, Excel supplies a brief
description of each chart sub-type.
To create the column chart shown above, start by creating the worksheet below
exactly as shown.
After you have created the worksheet, you are ready to create your chart.
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1.p Select cells A3 to D6. You must select all the cells containing the data you
want in your chart. You should also include the data labels.
2.p Choose the Insert tab.
3.p Click the Column button in the Charts group. A list of column chart sub-types
types appears.
4.p Click the Clustered Column chart sub-type. Excel creates a Clustered Column
chart and the Chart Tools context tabs appear.
Context tabs are tabs that only appear when you need them. Called Chart Tools, there
are three chart context tabs: Design, Layout, and Format. The tabs become available
when you create a new chart or when you click on a chart. You can use these tabs to
customize your chart.
You can determine what your chart displays by choosing a layout. For example, the
layout you choose determines whether your chart displays a title, where the title
displays, whether your chart has a legend, where the legend displays, whether the
chart has axis labels and so on. Excel provides several layouts from which you can
choose.
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When you apply a layout, Excel may create areas where you can insert labels. You
use labels to give your chart a title or to label your axes. When you applied layout 5,
Excel created label areas for a title and for the vertical axis.
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Before After
1.p Select Chart Title. Click on Chart Title and then place your cursor before the C
in Chart and hold down the Shift key while you use the right arrow key to
highlight the words Chart Title.
2.p Type $Ö . Excel adds your title.
3.p Select Axis Title. Click on Axis Title. lace your cursor before the A in Axis.
Hold down the Shift key while you use the right arrow key to highlight the
words Axis Title.
4.p Type Ö . Excel labels the axis.
5.p Click anywhere on the chart to end your entry.
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If you want to change what displays in your chart, you can switch from row data to
column data and vice versa.
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A style is a set of formatting options. You can use a style to change the color and
format of your chart. Excel 2007 has several predefined styles that you can use. They
are numbered from left to right, starting with 1, which is located in the upper-left
corner.
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When you click a chart, handles appear on the right and left sides, the top and bottom,
and the corners of the chart. You can drag the handles on the top and bottom of the
chart to increase or decrease the height of the chart. You can drag the handles on the
left and right sides to increase or decrease the width of the chart. You can drag the
handles on the corners to increase or decrease the size of the chart proportionally. You
can change the position of a chart by clicking on an unused area of the chart and
dragging.
By default, when you create a chart, Excel embeds the chart in the active worksheet.
However, you can move a chart to another worksheet or to a chart sheet. A chart sheet
is a sheet dedicated to a particular chart. By default Excel names each chart sheet
sequentially, starting with Chart1. You can change the name.
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Any change you can make to a chart that is embedded in a worksheet, you can also
make to a chart sheet. For example, you can change the chart type from a column
chart to a bar chart.
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