Creating and Editing A Worksheet: Objectives
Creating and Editing A Worksheet: Objectives
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1 Create new worksheets.
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2 Enter and edit data.
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3 Modify column widths.
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4 Use proofing tools.
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5 Copy and paste cell contents.
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6 Create formulas.
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7 Insert and delete rows and columns.
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8 Format cells and cell content.
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9 Hide and unhide rows and columns.
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10 Create a basic chart.
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11 Format values as a date.
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12 Preview and print a worksheet.
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13 Display and print formulas.
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14 Change worksheet orientation and scale content.
EX1.1
CASE STUDY
EX1.2 WWW.MHHE.COM/OLEARY
Excel 2010
Basic
B i fformatting
i suchh
as alignment, indents,
and numeric styles
quickly improve the
appearance of the
worksheet.
Addi color
Adding l text andd bbackground
k d fill ffurther
h
enhances the appearance of the worksheet.
EX1.3
Concept Preview
The following concepts will be introduced in this lab:
1 Data The basic information or data you enter in a cell can be text or numbers.
2 AutoCorrect The AutoCorrect feature makes some basic assumptions about the text
you are typing and, based on these assumptions, automatically corrects the entry.
3 Column Width The column width is the size or width of a column and controls the
amount of information that can be displayed in a cell.
4 Spelling Checker The spelling checker locates misspelled words, duplicate words, and
capitalization irregularities in the active worksheet and proposes the correct spelling.
5 Thesaurus The thesaurus is a reference tool that provides synonyms, antonyms, and
related words for a selected word or phrase.
6 Range A selection consisting of two or more cells on a worksheet is a range.
7 Formula A formula is an equation that performs a calculation on data contained in a
worksheet.
8 Relative Reference A relative reference is a cell or range reference in a formula
whose location is interpreted in relation to the position of the cell that contains the
formula.
9 Function A function is a prewritten formula that performs certain types of calculations
automatically.
10 Recalculation When a number in a referenced cell in a formula changes, Excel
automatically recalculates all formulas that are dependent upon the changed value.
11 Alignment Alignment settings allow you to change the horizontal and vertical
placement and the orientation of an entry in a cell.
12 Number Formats Number formats change the appearance of numbers onscreen and when
printed, without changing the way the number is stored or used in calculations.
Creating a Workbook
As part of the renovation of the Downtown Internet Café, Evan upgraded the
office computer with the latest version of the Microsoft Office System suite
of applications, Office 2010. You are very excited to see how this new and
powerful application can help you create professional budgets and financial
forecasts for the Café.
You will use the spreadsheet application Excel 2010 included in the
Microsoft Office 2010 System suite to create the first-quarter forecast for the
Café.
Excel 2010
Excel 2010.
• If necessary,
maximize the Excel
application window.
Formula bar
Name box
Having Trouble?
See “Common 2010 Office Features”
page IO.10, for information on how to
start the application and for a discussion
of features common to all Microsoft
Office 2010 applications.
Mouse pointer
Your screen should be similar to
Figure 1.1
Workbook window
Figure 1.1
2
• Move the mouse
pointer into the
center of the
workbook window to
see it appear as .
Mouse pointer with
• Move the mouse selection capabilities
pointer to the Ribbon
to see it appear
as .
View Options
Figure 1.2
Status bar displays
current mode
The status bar at the bottom of the Excel window displays information about
various Excel settings. The left side of the status bar displays the current mode
or state of operation of the program, in this case, Ready. When Ready is dis-
played, you can move around the workbook, enter data, use the function keys,
or choose a command. As you use the program, the status bar displays the
current mode. The right side of the status bar contains buttons to change the
view and a zoom feature.
Excel 2010
A B C D E F G H I J K L M N O P … I V
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16 Row numbers Column letters Column
Cell selector
identifies active cell
Worksheet
Cell Row
Sheet tabs
The row numbers along the left side and the column letters across the
Additional Information top of the workbook window identify each worksheet row and column. The
Columns are labeled A through Z, AA intersection of a row and column creates a cell. Notice the black border, called
through ZZ, and so forth through the last
column, XFD. There are 17,179,869,184
the cell selector, surrounding the cell located at the intersection of column A
cells in a worksheet. and row 1. This identifies the active cell, which is the cell your next entry or
procedure affects. Additionally, the Name box in the formula bar displays the
cell reference, consisting of the column letter and row number of the active
cell. The reference of the active cell is A1.
Each sheet in a workbook is named. Initially, the sheets are named Sheet1,
Sheet2, and so on, displayed on sheet tabs at the bottom of the workbook
window. The name of the active sheet, which is the sheet you can work in,
appears bold. The currently displayed worksheet in the workbook window,
Sheet1, is the active sheet.
1
• Click the Sheet2 tab.
Another Method
You also can press c + Y
to move to the next sheet and
c + U to move to the
previous sheet.
Sheet tabs
Blank worksheet
in Sheet2
Figure 1.3
Active sheet
Tab scroll buttons
An identical blank worksheet is displayed in the window. The Sheet2 tab letters
Additional Information
are bold, the background is highlighted, and it appears in front of the other
Do not be concerned if your workbook sheet tabs to show it is the active sheet.
window displays more or fewer column
letters and row numbers than shown The sheet tab area also contains tab scroll buttons, which are used to
here. This is a function of your computer scroll tabs right or left when there are more sheet tabs than can be seen. You
monitor settings. will
w learn about these features throughout the labs.
Excel 2010
1
• Click the Sheet1 tab
to make it the active
sheet again.
Figure 1.4
Cell E7 is outlined in black, indicating this cell is the active cell. The Name box
displays the cell reference. In addition, the row number and column letter are
Having Trouble? gold to further identify the location of the active cell.
Refer to the Scrolling the Document As you have learned, the worksheet is much larger than the part you are
Window section of the Introduction to viewing in the window. To see an area of the worksheet that is not currently in
Office 2010 for more keyboard and
mouse procedures.
view, you need to scroll the window. The keyboard procedures shown in the
table that follows can be used to move around the worksheet.
Keyboard Action
a+Y Moves right one full window
a+U Moves left one full window
h Moves to beginning of row
c+h Moves to upper-left corner cell of worksheet
c+j Moves to last used cell of worksheet
j+S Moves to last-used cell in row
j+Z Moves to last-used cell in column
2
• Press Y
(3 times).
• Press a +
Y (3 times).
Columns AT
Having Trouble? through BH
Do not use the numeric keypad
U and Y keys,
as this may enter a character Active cell AX88
in the cell.
Having Trouble?
Your screen may display more or fewer
rows and columns and the active cell
may be a different cell. This is a function Figure 1.5
of your screen and system settings.
The worksheet scrolled downward and left three full windows, and the window
Additional Information displays rows 82 through 106 and columns AT through BH of the worksheet.
If you have a mouse with a scroll wheel, The active cell is cell AX88. As you scroll the worksheet using the keyboard,
rotating the wheel forward or back the active cell also changes.
scrolls up or down a few rows at a time.
It is even more efficient to use the scroll bar to move long distances.
3
• Slowly drag the
vertical scroll box up
the scroll bar until
row 1 is displayed.
Additional Information
As you scroll, the scroll bar identifies
the current row position at the top of the Rows 1 through 27
window or column position at the left
side of the window in a ScreenTip.
Figure 1.6
Excel 2010
Notice that the Name box displays the active cell location as AX88. When you
Another Method
use the scroll bar to scroll the worksheet, the active cell does not change.
You also can type a cell address in the
Name box and press E to move
to that location.
4
• Practice moving around the worksheet using the keys presented in
the table on page EX1.x.
You can use the mouse or the keyboard with most of the exercises in these
Additional Information
labs. As you use both the mouse and the keyboard, you will find that it is more
Some of the keys presented in the table
will not change the worksheet location
efficient to use one or the other in specific situations.
until the worksheet contains data.
DEVELOPING A WORKSHEET
Now that you are familiar with the parts of the workbook and with moving
around the worksheet, you are ready to create a worksheet showing the fore-
cast for the first three months of operation for the Downtown Internet Café.
Worksheet development consists of four steps: planning, entering and edit-
ing, testing, and formatting. The objective is to create well-designed work-
sheets that produce accurate results and are clearly understood, adaptable,
and efficient.
Step Description
1. Plan Specify the purpose of the worksheet and how it should be organized. This means clearly
identifying the data that will be input, the calculations that are needed to achieve the results,
and the output that is desired. As part of the planning step, it is helpful to sketch out a design
of the worksheet to organize the worksheet’s structure. The design should include the work-
sheet title and row and column headings that identify the input and output. Additionally,
sample data can be used to help determine the formulas needed to produce the output.
2. Enter and edit Create the structure of the worksheet using Excel by entering the worksheet labels, data, and
formulas. As you enter information, you are likely to make errors that need to be corrected or
edited, or you will need to revise the content of what you have entered to clarify it or to add or
delete information.
3. Test Test the worksheet for errors. Use several sets of real or sample data as the input, and verify
the resulting output. The input data should include a full range of possible values for each
data item to ensure the worksheet can function successfully under all possible conditions.
4. Format Enhance the appearance of the worksheet to make it more readable or attractive. This step is
usually performed when the worksheet is near completion. It includes many features such as
boldface text, italic, and color.
Concept 1 Data
The basic information or data you enter in a cell can be text, numbers, dates, or times. Text entries can contain
any combination of letters, numbers, spaces, and any other special characters. Number entries can include only
the digits 0 to 9 and any of the special characters + − ( ) , . / $ % ? =. Number entries can be used in calculations.
Text and number entries generally appear in the cell exactly as they are entered. However, some entries such
as formulas direct Excel to perform a calculation on values in the worksheet. In these cases, the result of the
formula appears in the cell, not the formula itself. You will learn about formulas later in the lab.
Excel 2010
to create the structure of the worksheet and describe other worksheet entries.
Generally, headings are text entries. The column headings in this worksheet
consist of the three months (January through March) and a total (sum of
entries over three months) located in columns B through E. To enter data in a
worksheet, you must first select the cell where you want the entry displayed.
The column heading for January will be entered in cell B2.
1
• Click on cell B2 to Completes entry
move to it.
• Type January
Formula bar
Having Trouble? displays entry
Do not be concerned if you make a
typing error. You will learn how to Cancels entry
correct it shortly.
Mode indicator
Figure 1.7
Several changes have occurred in the window. As you type, the entry is dis-
played both in the active cell and in the formula bar. An insertion point appears
in the active cell and marks your location in the entry. Two new buttons,
and , appear in the formula bar. They can be used with a mouse to cancel
your entry or complete it.
Notice also that the mode displayed in the status bar has changed from
Ready to Enter. This notifies you that the current mode of operation in the
worksheet is entering data.
Although the entry is displayed in both the active cell and the formula bar,
you need to press the E or t key, click , or click on any other cell
to complete your entry. If you press q or click , the entry is cleared and
nothing appears in the cell. Since your hands are already on the keyboard, it is
quicker to press E or t than it is to use the mouse.
2
• Press E.
Figure 1.8
The entry January is displayed in cell B2, and the mode has returned to Ready.
Additional Information In addition, the active cell is cell B3. Whenever you use the E key to
Pressing S + E to complete an entry, the cell selector moves down one cell.
complete an entry moves up a cell, and Notice that the entry is positioned to the left side of the cell space. This is
c + E completes the entry
without moving to another cell. one of the worksheet default settings.
CLEARING AN ENTRY
After looking at the entry, you decide you want the column headings to be in
row 3 rather than in row 2. This will leave more space above the column head-
ings for a worksheet title. The D key can be used to clear the contents from
a cell. You will remove the entry from cell B2 and enter it in cell B3.
1
• Move to B2.
• Press D.
• Move to B3.
Cell contents of
• Click Enter.
Using to complete
entry leaves cell selector
Another Method in current cell location
You also can use Clear/Clear
Contents in the Editing group of the
Home tab.
Figure 1.9
Your screen should be similar to
Figure 1.9
The active cell does not change when you use to complete an entry.
Because the active cell contains an entry, the cell content is displayed in the
formula bar.
Excel 2010
EDITING AN ENTRY
Next, you decide to change the heading from January to JAN. An entry in a
cell can be entirely changed in the Ready mode or partially changed or edited
in the Edit mode. To use the Ready mode, you move to the cell you want to
change and retype the entry the way you want it to appear. As soon as a new
character is entered, the existing entry is cleared.
Generally, however, if you need to change only part of an entry, using the
Edit mode is quicker. To change to Edit mode, double-click on the cell whose
contents you want to edit.
1
• Double-click B3.
Having Trouble?
The mouse pointer must be when
you double-click on the cell. Mouse pointer
Mode indicator
Figure 1.10
Having Trouble? The status bar shows that the new mode of operation is Edit. The insertion
Refer to the Entering and Editing Text point appears at the location you clicked in the entry, and the mouse pointer
and Selecting Text sections of the
Introduction to Office 2010 to review
changes to an I-beam when positioned on the cell. Now you can click again or
these features. use the directional keys to move the insertion point within the cell entry to the
location of the text you want to change.
After the insertion point is appropriately positioned, you can edit the entry
Additional Information by removing the incorrect characters and typing the correct characters. To do
You also can use c + D to this, you can use the B and D keys to delete text character by char-
delete everything to the right of the acter and enter the new text, or you can select the text to be changed and then
insertion point.
type the correction. You will change this entry to JAN.
2
• Select and delete
uary.
• Press h.
Edited entry
• Press S.
replaces
existing entry
• Press l.
• Press I.
• Type AN
• Press E.
Figure 1.11
The four characters at the end of the entry were deleted. Turning on the Caps
Additional Information
Lock feature produced the uppercase letters AN without having to hold down
The Caps Lock indicator light on your S. Finally, by pressing Insert, the program switched from inserting text
keyboard is lit when this feature is on.
to overwriting text as you typed. The insertion point changed to a highlight to
show that the character will be replaced.
The new heading JAN is entered into cell B3, replacing January. As you can
Additional Information
see, editing will be particularly useful with long or complicated entries.
Overwrite is automatically turned off Next, you will enter the remaining three headings in row 3. Because you
when you leave Edit mode or you press
I again. want to move to the right one cell to enter the next month label, you will
w
complete the entries using S or T.
Excel 2010
EDITING AN ENTRY
Next, you decide to change the heading from January to JAN. An entry in a
cell can be entirely changed in the Ready mode or partially changed or edited
in the Edit mode. To use the Ready mode, you move to the cell you want to
change and retype the entry the way you want it to appear. As soon as a new
character is entered, the existing entry is cleared.
Generally, however, if you need to change only part of an entry, using the
Edit mode is quicker. To change to Edit mode, double-click on the cell whose
contents you want to edit.
1
• Double-click B3.
Having Trouble?
The mouse pointer must be when
you double-click on the cell. Mouse pointer
Mode indicator
Figure 1.10
Having Trouble? The status bar shows that the new mode of operation is Edit. The insertion
Refer to the Entering and Editing Text point appears at the location you clicked in the entry, and the mouse pointer
and Selecting Text sections of the
Introduction to Office 2010 to review
changes to an I-beam when positioned on the cell. Now you can click again or
these features. use the directional keys to move the insertion point within the cell entry to the
location of the text you want to change.
After the insertion point is appropriately positioned, you can edit the entry
Additional Information by removing the incorrect characters and typing the correct characters. To do
You also can use c + D to this, you can use the B and D keys to delete text character by char-
delete everything to the right of the acter and enter the new text, or you can select the text to be changed and then
insertion point.
type the correction. You will change this entry to JAN.
2
• Press E.
Figure 1.8
The entry January is displayed in cell B2, and the mode has returned to Ready.
Additional Information In addition, the active cell is cell B3. Whenever you use the E key to
Pressing S + E to complete an entry, the cell selector moves down one cell.
complete an entry moves up a cell, and Notice that the entry is positioned to the left side of the cell space. This is
c + E completes the entry
without moving to another cell. one of the worksheet default settings.
CLEARING AN ENTRY
After looking at the entry, you decide you want the column headings to be in
row 3 rather than in row 2. This will leave more space above the column head-
ings for a worksheet title. The D key can be used to clear the contents from
a cell. You will remove the entry from cell B2 and enter it in cell B3.
1
• Move to B2.
• Press D.
• Move to B3.
Cell contents of
• Click Enter.
Using to complete
entry leaves cell selector
Another Method in current cell location
You also can use Clear/Clear
Contents in the Editing group of the
Home tab.
Figure 1.9
Your screen should be similar to
Figure 1.9
The active cell does not change when you use to complete an entry.
Because the active cell contains an entry, the cell content is displayed in the
formula bar.
Excel 2010
The two typing errors were automatically corrected as soon as you completed
a word by pressing space. If the entry was a single word, it would be checked
as soon as you completed the entry.
Next, the row headings need to be entered into column A of the worksheet.
The row headings and what they represent are shown in the following table.
Heading Description
Sales
Espresso Income from sales of espresso-based drinks
Coffee Income from drip coffee sales
Food/Beverage Income from sales of baked goods, sandwiches, and salads and
other beverages
Merchandise Income from sales of mugs, books, magazines, candy, etc.
Computer Income from computer rental usage, printing, copier use, and
MP3 downloads
Total Sales Sum of all sales
Expenses
Cost of Goods Cost of espresso, coffee, and food items sold
Cost of Merchandise Cost of merchandise other than food and beverage
Wages Manager and labor costs
Internet Wi-Fi access, MP3 kiosk rental, etc.
Building Lease, insurance, electricity, water, etc.
Capital Assets Equipment leases, interest, depreciation
Miscellaneous Maintenance, phone, office supplies, outside services, taxes, etc.
Income
Net Income Total sales minus total expenses
Profit Margin Net income divided by total sales
2
• Complete the row
headings for the
Sales portion of
the worksheet
by entering the
following headings in
the indicated cells. Row headings
Cell Heading
A3 Sales
A4 Espresso
A5 Coffee
A6 Food/
Beverage
A7 Merchandise
A8 Computer Figure 1.15
A9 Total Sales
1
• Move to B4.
Additional Information
You can use the number keys above the
alphabetic keys or the numeric keypad Figure 1.16
area to enter numbers. If you use the
numeric keypad, the n key
must be on.
After entering the numbers for January in column B, any long headings in col-
umn A are cut off or interrupted. Notice that the entries in cells A6 and A7 are
no longer completely displayed. They contain long text entries and because
Your screen should be similar to the cells to the right now contain an entry, the overlapping part of the entry is
Figure 1.16
shortened. However, the entire entry is fully displayed in the formula bar. Only
the display of the entry in the cell has been shortened.
Excel 2010
The column width is the size or width of a column and controls the amount of information that can be displayed
in a cell. A text entry that is larger than the column width will be fully displayed only if the cells to the right are
blank. If the cells to the right contain data, the text is interrupted. On the other hand, when numbers are entered
in a cell, the column width is automatically increased to fully display the entry.
The default column width setting is 8.43. The number represents the average number of digits that can be
displayed in a cell using the standard type style. The column width can be any number from 0 to 255. If it is set
to 0, the column is hidden.
When the worksheet is printed, it appears as it does currently on the screen. Therefore, you want to increase
the column width to display the largest entry. Likewise, you can decrease the column width when the entries in
a column are short.
There are several ways to change the column width. Using the mouse, you can change the width by dragging
the boundary of the column heading. You also can set the column width to an exact value or to automatically fit
the contents of the column.
1
• Point to the boundary
line to the right of
the column letter A
and when the mouse
pointer changes to
, click and drag
the mouse pointer to
the right. Mouse pointer indicates
you can change the size of
• When the ScreenTip the column
displays 24.00,
release the mouse Column width increased
button. to 24 and fully displays row
headings
Figure 1.17
Now column A is more than wide enough to fully display all the row headings.
1
• Move to any cell in
column A.
• Click
in the Cells group
and choose Column
Width.
• Type 20 in the
Column width
text box and click
.
Column width
decreased to 20
1
• Double-click the
right boundary line
of column A.
Having Trouble?
Make sure the mouse pointer changes
to before you double-click on the
column boundary line.
Another Method
Figure 1.19
You also can use
/AutoFit Column Width. The column width is sized to just slightly larger than the longest cell contents.
You also can adjust the height of a row using the same procedures you used to
adjust the column width.
Excel 2010
• Type Cafe
Forecast
• Click
or press E.
Additional Information
The new file name is displayed in the application window title bar. The work-
sheet data that was on your screen and in the computer’s memory is now saved
The file name in the title bar may
display the workbook file extension, at the location you specified in a new file called Cafe Forecast.
.xlsx, depending on your Windows You are now ready to close the workbook file.
Folder settings.
2
• Open the File tab and click .
Because you did not make any changes to the workbook after saving it, the
Additional Information
workbook file is closed immediately and the Excel window displays an empty
Opening the File tab and choosing
New allows you to open a new blank
workbook window. If you had made changes to the file before closing it, you
w
workbook file or use a template. would have been prompted to save the file to prevent the accidental loss of
w
Choosing Recent allows you to open a data.
recently used file by selecting it from
the list of file names.
After attending your meeting, you continued working on the Café forecast.
To see what has been done so far, you will open the workbook file named
ex01_CafeForecast1.
Having Trouble?
Refer to the Opening a File section in
the Introduction to Office 2010 to review
this feature.
3
• Open the File
tab and click Name of open
. workbook
Another Method
The keyboard shortcut is c + O.
• Select ex01_Cafe
Forecast1.
• Click .
Another Method
You also could double-click the file
name to both select it and choose
Figure 1.21
.
The workbook is opened and displayed in the workbook window. The work-
• If necessary, book contains the additional sales values for February and March, the expense
maximize the row headings, and several of the expense values for the month of January.
workbook window.
Excel 2010
CHECKING SPELLING
In your rush to get the row headings entered you realize you misspelled a few
words. For example, the Expenses label is spelled “Espenses.” Just to make
sure there are no other spelling errors, you will check the spelling of all text
entries in this worksheet.
The spelling checker locates misspelled words, duplicate words, and capitalization irregularities in the active
worksheet and proposes the correct spelling. This feature works by comparing each word to a dictionary of
words, called the main dictionary, that is supplied with the program. You also can create a custom dictionary
to hold words you commonly use but that are not included in the main dictionary. If the word does not appear in
the main dictionary or in a custom dictionary, it is identified as misspelled.
When you check spelling, the contents of all cell entries in the entire active sheet are checked. If you are in
Edit mode when you check spelling, only the contents of the text in the cell are checked. The Spell Checker does
not check spelling in formulas or in text that result from formulas.
Excel begins checking all worksheet entries from the active cell forward.
1
• If necessary, move to Starts spelling checker
A1.
• Click in the
Proofing group.
Another Method
The keyboard shortcut is 7. Changes
misspelled word to
selected choice from
Suggested replacements
Located misspelled Suggestions list
Your screen should be similar to
Figure 1.22 word
Figure 1.22
The spelling checker immediately begins checking the worksheet for words
Additional Information that it cannot locate in its main dictionary. The first cell containing a mis-
Spell checking operates the same spelled word, in this case Espenses, is now the active cell and the Spelling dia-
way in all Office 2010 programs. The
dictionaries are shared between Office
log box is displayed. The word it cannot locate in the dictionary is displayed in
applications. the Not in Dictionary text box. The Suggestions text box displays a list of pos-
sible replacements. If the selected replacement is not correct, you can select
Using Proofing Tools EX1.25
another choice from the suggestions list or type the correct word in the Not in
Dictionary text box.
The option buttons shown in the table below have the following effects:
Option Effect
Ignore Once Leaves selected word unchanged
Ignore All Leaves this word and all identical words in worksheet unchanged
Add to Dictionary Adds selected word to a custom dictionary so Excel will not question this word during
subsequent spell checks
Change Changes selected word to word highlighted in Suggestions box
Change All Changes this word and all identical words in worksheet to word highlighted
in Suggestions box
AutoCorrect Adds a word to the AutoCorrect list so the word will be corrected as you type
2
• Click .
Next spelling
error located
Figure 1.23
The correction is made in the worksheet, and the program continues checking
the worksheet and locates another error, Miscelaneous. You will make this cor-
rection. When no other errors are located, a dialog box is displayed, informing
you that the entire worksheet has been checked.
3
• Change this word to Miscellaneous.
Excel 2010
Concept 5 Thesaurus
The thesaurus is a reference tool that provides synonyms, antonyms, and related words for a selected word
or phrase. Synonyms are words with a similar meaning, such as “cheerful” and “happy.” Antonyms are words
with an opposite meaning, such as “cheerful” and “sad.” Related words are words that are variations of the
same word, such as “cheerful” and “cheer.” The thesaurus can help to liven up your documents by adding
interest and variety to your text.
To use the thesaurus, first move to the cell containing the word you want to
change. If a cell contains multiple words, you need to select the individual
word in the cell.
1
• Move to A13.
• Click in the
Proofing group.
Another Method
You also can hold down a while
clicking on the cell containing the
word you want looked up to access the Word to be
Thesaurus in the Research task pane. replaced
Suggested synonyms
for the word “wage”
Figure 1.24
T Research task pane opens and the word in the active cell, Wage, is entered
The
Additional Information in the Search for text box and the list box displays words in the Thesaurus that
Clicking on the word is the same as have similar meanings for this word. The list contains synonyms for “wage”
using the Lookup menu option.
used as a noun or as a verb. The first word at the top of each group is the
u
group heading and is closest in meaning. It is preceded with a
g symbol and
the word is bold. The indicates the list of synonyms is displayed. Clicking
the heading word will hide the list of synonyms.
When you point to a word in the list, a drop-down list of three menu options,
Insert, Copy, and Lookup, becomes available. The Insert option inserts the
word into the active cell. The Copy option is used to copy and then paste the
word into any worksheet cell. The Lookup option displays additional related
words for the current word. You decide to use the word “Pay” and will insert
the word into cell A13 in place of “Wage.”
2
• Point to “Py” and
Click to display
the menu.
• Choose Insert.
Figure 1.25
Figure 1.25
The word “Wage” is replaced with the selected word from the thesaurus. Notice
the replacement word is capitalized correctly. This is because the replacement
text follows the same capitalization as the word it replaces.
Excel 2010
1
• Move to B13.
Clipboard group.
Another Method
The shortcut key is c + C. Copy is
also available on the context menu. Moving border indicates the
source has been copied
Figure 1.26
A moving border identifies the source and indicates that the contents have
been copied to the system Clipboard. The instructions displayed in the status
bar tell you to select the destination where you want the contents copied. You
will copy it to cell C13.
2
• Move to C13. Pastes contents of
system Clipboard
the button.
Additional Information
Figure 1.27
The contents of the system Clipboard are inserted at the specified destination
Additional Information
You will learn about the different Excel location. Each time the Paste command is used, the Paste Options
paste options in later labs.
button is available. Clicking on the button opens the Paste Options menu that
allows you to control how the information you are pasting is inserted. Be care-
ful when pasting to the new location because any existing entries are replaced.
The moving border is still displayed, indicating the system Clipboard still
contains the copied entry. Now you can complete the data for the Pay row by
pasting the value again from the system Clipboard into cell D13. While the
moving border is still displayed, you also can simply press E to paste.
However, as this method clears the contents of the system Clipboard immedi-
ately, it can only be used once.
3
• Move to D13.
• Press E.
Contents of
system Clipboard
pasted into D13
Figure 1.28
The contents of the system Clipboard are inserted at the specified destination
Additional Information location and the moving border is cleared, indicating the system Clipboard is
You also can cancel a moving border empty.
and clear the system Clipboard contents
by pressing q.
SELECTING A RANGE
Now you need to copy the Internet value in cell B14 to February and March.
You could copy and paste the contents individually into each cell as you did
with the Pay values. A quicker method, however, is to select a range and paste
the contents to all cells in the range at once.
Excel 2010
Concept 6 Range
A selection consisting of two or more cells on a worksheet is a range. The cells in a range can be adjacent
or nonadjacent. An adjacent range is a rectangular block of adjoining cells. A nonadjacent range consists
of two or more selected cells or ranges that are not adjoining. In the example shown below, the shaded areas
show valid adjacent and nonadjacent ranges. A range reference identifies the cells in a range. A colon is used
to separate the first and last cells of an adjacent range reference. For example, A2:C4 indicates the range
consists of cells A2 through C4. Commas separate the cell references of a nonadjacent range. For example,
A10,B12,C14 indicates the range consists of cells A10, B12, and C14 of a nonadjacent range.
E1:E15
adjacent range
A2:C4
adjacent range
A7:H7
adjacent range
A10,
B12, C14
nonadjacent
range
You can select a range using the mouse procedures shown in the following
Additional Information table. You also can select using the keyboard by moving to the first cell of the
Selecting a range identifies the cells to range, holding down S or pressing 8 and using the navigational keys to
be included in the selection, rather than
the specific text within the cells.
expand the highlight. Using the 8 key turns on and off Extend mode. When
this mode is on, Extend Selection appears in the status bar.
To Select Mouse
A range Click first cell of range and drag to the last cell.
A large range Click first cell of range, hold down S, and click last cell of range.
All cells on worksheet Click the All button located at the intersection of the row and
column headings.
Nonadjacent cells or ranges Select first cell or range, hold down c while selecting the other cell
or range.
Entire row or column Click the row number or column letter heading.
Adjacent rows or columns Drag across the row number or column letter headings.
Nonadjacent rows or columns Select first row or column, hold down c, and select the other rows
or columns
To complete the data for the Internet row, you want to copy the value in cell
B14 to the system Clipboard and then copy the system Clipboard contents to
the adjacent range of cells C14 through D14.
1
• Move to B14.
• Click Copy.
• Click .
Figure 1.29
Excel 2010
1
• Press q to clear
the moving border.
AutoFill options
button
Another Method
Figure 1.30
You also can select the range B15:D17,
Click Fill in the Editing group
and choose Right. The shortcut key is
c + R.
1 Inserts copied
• Move to A10.
• Click in
the Cells group.
Figure 1.31
Additional Information
The copied data is inserted into the existing row (10) and all entries below are
moved down one row.
You also can insert cut selections
between existing cells by
choosing Insert Cut Cells from the CUTTING AND PASTING DATA
drop-down menu. Next, you decide the Income, Net Income, and Profit Margin rows of data
would stand out more if a blank row separated them from the expenses. Also,
the Profit Margin row of data would be better separated from the Net Income
row by a blank row. You will first remove the cell contents of the three cells
using Cut and then paste the contents from the system Clipboard into the
new location. The pasted content will copy over any existing content. You will
use the keyboard shortcuts for these commands to complete this process.
Excel 2010
1
• Select cells A20
through A22.
• Press c + x.
• Press c + V.
Another Method
commands are also available on the Selected cells cut and then
shortcut menu. pasted to a new location
The contents of the three selected cells are copied to the system Clipboard.
Then, when you paste, the cell contents are removed and inserted at the new
location, copying over any existing content.
Another way you can cut and paste is to use drag and drop to move the cell
contents. This method is quickest and most useful when the distance between
cells is short and they are visible within the window, whereas cut and paste
is best for long-distance moves. You will use this method to move the Profit
Margin entry down one cell.
Additional Information
As you drag, an outline of the cell
selection appears and the mouse
pointer displays the cell reference to
show its new location in the worksheet. Cell entry moved
using drag and drop
The cell contents were moved into cell A24 and cleared from the original cell.
Additional Information When you use the Copy and Cut commands, the contents are copied to the
You also can hold down c and drag system Clipboard and can be copied to any location in the worksheet, another
a selection to copy it to a new location.
workbook, or a document in another application multiple times. When you
w
The mouse pointer appears as as
you drag when copying.
use Fill or drag the fill handle, the destination must be in the same row
or column as the source, and the source is not copied to the system Clipboard.
Dragging the cell border to move or copy also does not copy the source to the
system Clipboard.
NOTE If you are running short on lab time, this is an appropriate place to end your session.
Excel 2010
Concept 7 Formula
A formula is an equation that performs a calculation on data contained in a worksheet. A formula always begins
with an equal sign (=) and uses arithmetic operators. An operator is a symbol that specifies the type of numeric
operation to perform. Excel includes the following operators: + (addition), − (subtraction), / (division),
* (multiplication), % (percent), and ^ (exponentiation). The calculated result from formulas is a variable value
because it can change if the data it depends on changes. In contrast, a number entry is a constant value. It does
not begin with an equal sign and does not change unless you change it directly by typing in another entry.
In a formula that contains more than one operator, Excel calculates the formula from left to right and
performs the calculation in the following order: percent, exponentiation, multiplication and division, and addition
and subtraction (see Example A). This is called the order of precedence. If a formula contains operators with
the same precedence (for example, addition and subtraction), they are again evaluated from left to right. The
order of precedence can be overridden by enclosing the operation you want performed first in parentheses (see
Example B). When there are multiple sets of parentheses, Excel evaluates them working from the innermost set
of parentheses out.
Example A: =5*4−3 Result is 17 (5 times 4 to get 20, and then subtract 3 for a total of 17)
Example B: =5*(4−3) Result is 5 (4 minus 3 to get 1, and then 1 times 5 for a total of 5)
The values on which a numeric formula performs a calculation are called operands. Numbers or cell references
can be operands in a formula. Usually cell references are used, and when the numeric entries in the referenced
cell(s) change, the result of the formula is automatically recalculated.
ENTERING FORMULAS
The first formula you will enter will calculate the total Espresso sales for Janu-
ary through March (cell E4) by summing the numbers in cells B4 through D4.
You will use cell references in the formula as the operands and the + arithmetic
operator to specify addition. A formula is entered in the cell where you want
the calculated value to be displayed. As you enter the formula, Excel helps
you keep track of the cell references by identifying the referenced cell with a
colored border and using the same color for the cell reference in the formula.
1
• Move to E4.
• Type =b
Figure 1.34
A drop-down list of function names that begin with the letter “b” are displayed.
Functions are a type of formula entry that you will learn about shortly.
2
• Type 4+c4+d4
Additional Information
Cell references can be typed in either
uppercase or lowercase letters. Spaces
between parts of the formula are
optional. Formula cell
references are color
coded
Figure 1.35
As you enter the formula, each cell that is referenced in the formula is
surrounded by a colored box that matches the color of the cell reference in the
formula.
3
• Press c + E
or Click Enter in
the Formula bar. Formula displayed in
formula bar
Result of formula
displayed in cell
Figure 1.36
The number 41100 is displayed in cell E4, and the formula that calculates this
value is displayed in the formula bar.
Excel 2010
1
• Copy the formula in
cell E4 to cells E5
through E8 using
any of the copying
methods.
Cell references in the copied formula
• Move to E5.
were adjusted relative to new location
of formula in worksheet
• If necessary, press
q to clear the
moving border.
Figure 1.37
The calculated result, 18000, is displayed in the cell. The formula displayed in
the formula bar is =B5+C5+D5. The formula to calculate the Coffee total sales
is not an exact duplicate of the formula used to calculate the Espresso total
sales (=B4+C4+D4). Instead, the cells referenced in the formula have been
changed to reflect the new location of the formula in row 5. This is because
the references in the formula are relative references.
A relative reference is a cell or range reference in a formula whose location is interpreted by Excel in
relation to the position of the cell that contains the formula. When a formula is copied, the referenced cells in
the formula automatically adjust to reflect the new worksheet location. The relative relationship between the
referenced cell and the new location is maintained. Because
relative references automatically adjust for the new location, the
relative references in a copied formula refer to different cells
than the references in the original formula. The relationship
between cells in both the copied and the pasted formulas is the
same although the cell references are different.
For example, in the figure here, cell A1 references the value in
cell A4 (in this case, 10). If the formula in A1 is copied to B2, the
reference for B2 is adjusted to the value in cell B5 (in this case, 20).
2
• Move to cell E6, E7,
and then to cell E8.
Figure 1.38
The formulas in these cells also have changed to reflect the new row location
and to appropriately calculate the total based on the sales.
SUMMARIZING DATA
Next, you will calculate the monthly total sales. The formula to calculate the
total sales for January needs to be entered in cell B9 and copied across the
row. You could use a formula similar to the formula used to calculate the cat-
egory sales in column E. The formula would be =B4+B5+B6+B7+B8. However,
it is faster and more accurate to use a function.
Concept 9 Function
A function is a prewritten formula that performs certain types of calculations automatically. The syntax or rules
of structure for entering all functions is
=Function name (argument1, argument2, . . .)
The function name identifies the type of calculation to be performed. Most functions require that you enter one
or more arguments following the function name. An argument is the data the function uses to perform the
calculation. The type of data the function requires depends upon the type of calculation being performed. Most
commonly, the argument consists of numbers or references to cells that contain numbers. The argument is
enclosed in parentheses, and commas separate multiple arguments. The beginning and ending cells of a range
are separated with a colon.
Some functions, such as several of the date and time functions, do not require an argument. However, you
still need to enter the opening and closing parentheses; for example, =NOW( ). If a function starts the formula,
enter an equal sign before the function name; for example, =SUM(D5:F5)/25.
Excel 2010
You will use the SUM function to calculate the total sales for January. Because
the SUM function is the most commonly used function, it has its own
command button.
Working with Formulas EX1.41
1
Function name Range argument
• Move to B9.
• Click Sum in
the Editing group.
Additional Information
Figure 1.39
The Sum button also can
calculate a grand total if the worksheet
contains subtotals. Select a cell below
or to the right of a cell that contains a
Excel automatically proposes a range based upon the data above or to the left
of the active cell. The formula bar displays the name of the function followed
subtotal and then Click Sum.
by the range argument enclosed in parentheses. You will accept the proposed
range and enter the function.
2
• Click Enter.
Figure 1.40
The result, 24300, calculated by the SUM function is displayed in cell B9. Next
you need to calculate the total sales for February and March and the Total
column.
Excel 2010
3
• Copy the function
from cell B9 to cells
C9 through E9.
• Move to C9.
Figure 1.41
The result calculated by the function, 25100, is displayed in cell C9 and the cop-
ied function is displayed in the formula bar. The range reference in the func-
tion is adjusted relative to its new cell location because it is a relative reference.
You also decide to calculate the minimum, maximum, and average sales
for each sales category. You will add appropriate column headings and enter
the functions in columns F, G, and H. The Sum button also includes a
drop-down menu from which you can select several other common functions.
As you enter these functions, the proposed range will include the Total cell.
Simply select another range to replace the proposed range.
4
• Enter MIN in cell F3,
MAX in cell G3, and
AVG in cell H3.
• Move to F4.
Calculated result of function
Having Trouble?
Click to the right of the button to
open the drop-down menu.
5
• Enter the MAX
function in cell G4
and the AVG function
in cell H4 to calculate
the Espresso sales
values for January
through March. Cell references adjusted
when functions copied
• Copy the functions in
cells F4 through H4 to
F5 through H8.
• Move to H8.
Figure 1.43
The minimum, maximum, and average values for the five sales categories have
been calculated. The Average column displays as many decimal places as cell
space allows.
Excel 2010
1
• Select B12 through
D12.
• Type =
Cell reference of selected cell
is entered in formula
• Click cell B4.
Mode indicator
Figure 1.44
Additional Information
Notice that the status bar displays the current mode as Point. This tells you
While entering the formula in Point
mode, if you make an error, edit the that the program is allowing you to select cells by highlighting them. The cell
entry like any other error and then reference, B4, is entered following the = sign. You will complete the formula by
continue entering the remainder of the entering the percentage value to multiply by and adding the Food percentage
formula.
to the formula.
2
• Type *25%+
• Click on B5.
• Type *30%+
• Click on B6.
• Type *60%
Formula entered into
• Press c + E. all cells of range
Figure 1.45
The formula to calculate the January cost of goods expense was entered in cell
Having Trouble?
B12 and copied to all cells of the selected range.
If you made an error in the formula, edit
the entry in the formula bar and then
Now you will enter the cost of merchandise by multiplying the value in B8
press c + E again to copy it by 70%. Then you will calculate the total expenses in row 19 and column E.
to the selected range.
To do this quickly, you will preselect the range and use the Sum button.
Then you will enter the formula to calculate the net income. Net income is
calculated by subtracting total expenses from total sales.
3
• Select cells B13
through D13.
• Type =
• Click on B7.
• Type *70%
• Press c + E.
The formulas were quickly entered into all cells of the specified ranges.
Your screen should be similar to Finally, you will enter the formula to calculate the profit margin. Profit
Figure 1.46 margin is calculated by dividing net income by total sales.
Excel 2010
4
• Select B24 through
E24.
• Press c + E.
Figure 1.47
The net income and profit margins are calculated and displayed in the
worksheet.
Concept 10 Recalculation
When a number in a referenced cell in a formula changes, Excel automatically recalculates all formulas that
are dependent upon the changed value. Because only those formulas directly affected by a change in the data
are recalculated, the time it takes to recalculate the workbook is reduced. Without this feature, in large work-
sheets it could take several minutes to recalculate all formulas each time a number is changed in the work-
sheet. Recalculation is one of the most powerful features of electronic worksheets.
After considering the sales estimates for the three months, you decide that the
estimated sales generated from Computer usage for January are too high and
you want to decrease this number from 600 to 400.
1
• Change the entry in
cell B8 to 400
Figure 1.48
The Computer total in cell E8 has been automatically recalculated. The num-
ber displayed is now 1600. The MIN and AVG values in cells F8 and H8 have
been recalculated to 400 and 533.3333 respectively. Likewise, the January total
in cell B9 of 24100 and the grand total in cell E9 of 75100 each decreased by
200 from the previous totals to reflect the change in cell B8. Finally, the Net
Income and Profit Margin values also have adjusted appropriately.
The formulas in the worksheet are correctly calculating the desired result.
The Sales portion of the worksheet is now complete.
Excel 2010
INSERTING ROWS
You realize that you forgot to include a row for the Advertising expenses. To
add this data, you will insert a blank row above the Capital Assets row.
1
• Move to A17.
• Open the
drop-down menu in
Formula range reference
the Cells group and
includes data from inserted row
choose Insert Sheet
Rows.
Another Method
You also can choose Insert from the
active cell’s context menu.
Advertising
in cell A17 and the Formulas
value 600 in cells recalculated
B17 through D17.
• Click Save to
save the workbook
using the same file
name.
A blank row was inserted in the worksheet and the cell references in all formu-
Additional Information
las and functions below the inserted row adjusted appropriately. The range in
Click to insert blank the formula to calculate monthly total expenses in row 20 has been adjusted
cells, shifting existing cells down, and to include the data in the inserted row and the total expense for the first quar-
ter is 69110. Additionally, the net income in row 23 and the profit margin in
/Sheet Columns to
row 25 have been recalculated to reflect the change in data.
insert blank columns, shifting existing
columns right.
DELETING COLUMNS
As you look at the worksheet data, you decide the minimum and maximum
values are not very useful since this data is so easy to see in this small work-
sheet. You will delete these two columns from the worksheet to remove this
information. To specify which column to delete, select any cell in the column.
1
• Select cells F20 and
G20.
MIN and MAX columns deleted
• Open the
drop-down menu in
the Cells group and
choose Delete Sheet
Columns.
Additional Information
Figure 1.50
Select a cell or row and choose
/Delete Cells or Delete
Sheet Rows to delete it and shift the
other cells or rows up or to the left.
The two columns have been removed and the columns to the right of the
deleted columns automatically shifted to the left.
Excel 2010
Concept 11 Alignment
Alignment settings allow you to change the horizontal and vertical placement and the orientation of an
entry in a cell.
Horizontal placement allows you to left-, right-, or center-align text and number entries in the cell space.
Entries also can be indented within the cell space, centered across
Text Text Text a selection, or justified. You also can fill a cell horizontally with a repeated
entry.
Text Vertical placement allows you to specify whether the cell contents are dis-
Text played at the top, the bottom, or the center of the vertical cell space or justified
Text
vertically.
You also can change the angle of text in a cell by varying the
Text
Text
t
Te
x
degrees of rotation.
Te
x t
1
• Move to B3.
Align text right
• Hold down S
and double-click the
right cell border of
cell B3.
Having Trouble?
The mouse pointer must be when
you click the cell border.
Your screen should be similar to The entries in the selected ranges are right-aligned in their cell spaces. You
Figure 1.51 notice the month labels do not stand out well and decide to try rotating them.
2
• Select cells B3
through F3.
• Click
Orientation and
choose Angle
Counterclockwise. Cell entries angled
counterclockwise
Figure 1.52
Excel 2010
• Click Undo.
Align text center
• Move the entries in
cells B10 through
E10 into the same
columns in row 11.
1
• Select A4 through A8.
• Hold down c.
• Release c.
• Click Increase
Entries in
Indent in the
nonadjacent selection
Alignment group.
are indented
Additional Information
Figure 1.54
Clicking Increase Indent multiple
times indents the selection in two-space
increments. Clicking Decrease Each entry in the selected range is indented two spaces from the left edge of
Indent reduces the margin between the the cell. Finally, you want to right-align the Total Sales, Total Expenses, and
border and the text in the cell. Net Income headings.
2
• Select A9, A20, and
A23.
Right-aligns entry
in cell space
• Click Align Text
Right.
Text entries
right-aligned
Figure 1.55
Excel 2010
MERGING CELLS
Next, you want to center the worksheet titles across columns A through E so
they are centered over the worksheet data. To do this, you will merge or com-
bine the cells in the range over the worksheet data (A1 through F1) into a sin-
gle large merged cell and then center the contents of the range in the merged
cell. This process is easily completed in one simple step using the Merge &
Center command.
1 Cell reference of
Merges cells and
• Click Merge
Cell entry centered
& Center in the
in merged cell
Alignment group.
Figure 1.56
The six cells in the selection have been combined into a single large cell and
the entry that was in cell B1 is centered within the merged cell space. Only the
contents of the first cell containing an entry in the upper-leftmost section of
the selected range are centered in the merged cell. If other cells to the right of
that cell contain data, it would be deleted. The cell reference for a merged cell
is the upper-left cell in the original selected range, in this case A1.
2
• Merge and center
the second title line
across columns A
through F.
Figure 1.57
You also can use the commands in the Merge & Center drop-down menu
shown in the following table to control a merge. You can merge cells horizon-
tally and vertically.
UnMerge Cells Splits cells that have been merged back into individual cells
Using fonts as a design element can add interest to your document and give
readers visual cues to help them find information quickly. First you will try a
different font for the title and a larger font size.
Excel 2010
1 Selected font
• Open the
Indicates
TrueType font
Figure 1.58
The Font drop-down list displays examples of the available fonts on your sys-
tem in alphabetical order. The default worksheet font, Calibri, is highlighted.
Notice the preceding the font name. This indicates the font is a TrueType
font. TrueType fonts appear onscreen as they will appear when printed. They
are installed when Windows is installed. Fonts that are preceded with a blank
space are printer fonts. These fonts are supported by your printer and are
displayed as closely as possible to how they will appear onscreen but may not
match exactly when printed. You will change the font and increase the font
size to 14. As you point to the font options, the Live Preview will show how it
will appear if chosen.
Having Trouble?
You will not be able to see the Fonts Live
Preview because the drop-down menu Titles in selected
covers the selection to be formatted. font and font size
• Open the
Font Size drop-down
list box.
Row height increased to
accommodate larger font size
• Point to several
different font sizes in
the list to see the Live
Preview.
• Choose 14.
The title appears in the selected typeface and size and the Font and Size but-
Another Method
tons display the name of the font and the size used in the active cell. Notice
The Font and Font Size commands are
also available on the Mini toolbar.
that the height of the row has increased to accommodate the larger font size
of the heading.
First you want to enhance the appearance of the column headings by increas-
ing the font size and adding bold, italic, and underlines.
Excel 2010
1
• Select B3 through F3.
Adds underline effect
• Click Bold.
Entries bold and
• Click underlined
Underline.
Figure 1.60
Many of the formatting commands are also available on the Mini toolbar that
appears when you display the shortcut menu. To use the Mini toolbar, choose
command buttons just as you would from the Ribbon.
2
• Select A4 through A8.
• Right-click on the
selection to display Adds bold effect
• Click Bold.
• Click Italic.
Another Method
Entries bold and italic
The keyboard shortcut for bold is
c + B; for italic, it is c + I;
and for underline, it is c + U.
Figure 1.61
CLEARING FORMATS
Sometimes formatting changes you make do not have the expected result. In
this case, you feel that the sales category names would look better without the
formatting. One way to remove the format from cells is to use Clear in the
Editing group and choose Clear Formats. Because this will remove all format-
ting in the selected cells, you will need to redo the indenting in those cells.
1
• With cells A4 through
A8 still selected,
open the Clear
drop-down list in the
Editing group.
• Choose Clear
Formats.
Bold and italic
Another Method
Additional Information
You can remove both formatting and
content using Clear/Clear All.
Excel 2010
1
Format Painter
• Apply bold to cell A9. copies format of
selected cell
• With cell A9 selected,
double-Click
Format Painter in the
Clipboard group.
Additional Information
When Format Painter is on, the mouse
Bold, underline, and center-
pointer appears as and the cell
alignment formats copied from
whose format will be copied appears
B3 using Format Painter
with a moving border.
• Click A20.
Bold effect copied from
• Click Format
Painter to turn it off.
Figure 1.63
Another Method
You also can press q to turn off
Format Painter.
The formatting was quickly added to each cell or range as it was selected.
FORMATTING NUMBERS
You also want to improve the appearance of the numbers in the worksheet by
changing their format.
Number formats change the appearance of numbers onscreen and when printed, without changing the way the
number is stored or used in calculations. When a number is formatted, the formatting appears in the cell while
the value without the formatting is displayed in the formula bar.
The default number format setting in a worksheet is General. General format, in most cases, displays
numbers just as you enter them, unformatted. Unformatted numbers are displayed without a thousands
separator such as a comma, with negative values preceded by a – (minus sign), and with as many decimal place
settings as cell space allows. If a number is too long to be fully displayed in the cell, the General format will
round numbers with decimals and use scientific notation for large numbers.
First, you will change the number format of cells B5 through F10 to display as
currency with dollar signs, commas, and decimal places.
1
• Select cells B4
Currency format
through F9.
applied to numbers
Number Format
drop-down list in the
Number group. Column widths increased
automatically to fully display
• Choose Currency. formatted values
Figure 1.64
The number entries in the selected range appear with a currency symbol,
Another Method
comma, and two decimal places. The column widths increased automatically
Excel will also automatically apply a to fully display the formatted values.
format to a cell based on the symbols
you use when entering the number. A second format category that displays numbers as currency is Accounting.
For example, entering 10,000 in a cell You will try this format next on the same range. Additionally, you will specify
formats the cell to Comma format, and zero as the number of decimal places because most of the values are whole
entering $102.20 formats the cell to
Currency with two decimal places. values. To specify settings that are different than the default setting for a for-
mat, you can use the Format Cells dialog box.
Excel 2010
2
• Make sure you still
have cells B4 through
F9 selected.
• Click in the
Number group to Accounting format with
open the Format no decimal places applied
Cells: Number dialog to range
box.
Another Method
The keyboard shortcut to open the
Format Cells dialog box is c + 1.
3
• Select the range B12
Custom number
through E20.
format created
• Click
Accounting Number Applies Accounting Decreases number
Format in the Number number format of decimal places
group.
• Click Decrease
Decimal twice.
Figure 1.66
Formatting Cells and Cell Content EX1.63
Notice the Number Format box displays Custom because you modified a copy
of the existing Accounting number format code. The custom number format
is added to the list of number format codes. Between 200 and 250 custom for-
mats can be added depending on the language version of Excel you are using.
You can then reapply the custom format by selecting it from the Custom cat-
egory of the Format Cells: Number dialog box. This is useful for complicated
formats, but not for formats that are easy to recreate.
Finally, you will format the Net Income as Accounting with zero decimal
places and the Profit Margin values to percentages with two decimal places.
You will do this using the Mini toolbar. This feature is particularly helpful
when working at the bottom of the worksheet window.
4
• Select B23 through
E23.
• Click
Accounting Number
Format on the Mini
toolbar.
Having Trouble
Right-click on the selection to display
the Mini toolbar.
• Click Decrease
Decimal twice on the
Mini toolbar.
Formatted as percent
with two decimal places
• Select B25 through
E25.
• Click Increase
Decimal twice on the
Mini toolbar.
Excel 2010
1
• Select A1 through A2.
Another Method
Font Color is also available on
the Mini toolbar.
A palette of colors is displayed. Automatic is the default text color setting. This
Additional Information setting automatically determines when to use black or white text. Black text is
You will learn about using Document used on a light background and white text on a dark background. The center
Themes in Lab 2.
area of the palette displays the Theme colors. Theme colors are a set of colors
that are associated with a document theme, a predefined set of fonts, col-
ors, and effects that can be applied to an entire worksheet. If you change the
theme, the theme colors change. The Standard Colors bar displays 10 colors
that are always the same.
As you point to a color, the entry in the selected cell changes color so you
can preview how the selection would look. A ScreenTip displays the name of
the standard color or the description of the theme color as you point to it.
2
• Choose Yellow from
the Standard Colors
bar.
Font color applied to
Figure 1.69
The font color of all the text in cells A1 and A2 has changed to the selected
color and bold. The selected color appears in the button and can be applied
again simply by clicking the button.
1 Applies displayed
through F3.
• Point to several
colors to see a Live
Preview.
Your screen should be similar to The color highlight helps distinguish the different areas of the worksheet.
Figure 1.70
Excel 2010
1 Opens Borders
through F25.
• Open the
Borders drop-down Thick box border style
menu in the Font applied to selection
group and choose
the Thick Box Border
style.
Figure 1.71
The range is considered a single block of cells and the box border surrounds
the entire worksheet selection.
When adding borders, the border also is applied to adjacent cells that share
a bordered cell boundary. In this case, cells G1 through G26 acquired a left
border and cells A27 through F27 acquired a top border. When pasting a cell
that includes a cell border, the border is included unless you specify that the
paste does not include the border. To see how this works, you will first copy a
cell and its border, and then you will copy it again without the border.
2
• Copy cell A1 and Top and side
paste it in cell G2. borders copied
the drop-down
Figure 1.72
area, you need to remove all borders first and then apply the new border styles.
You will try these features next on the entry in cell G2.
3
• Move to G2 and Existing borders were
choose No Border removed
from the
Borders drop-down
menu.
• Apply a Bottom
Double Border to the
Double bottom border
selection.
applied
Figure 1.73
All existing borders were removed, including those that share a cell boundary,
and the new double bottom border is applied to the selection. You will restore
the worksheet to how it was prior to copying the title using Undo and then
make some final adjustments to the worksheet.
4
• Undo your last four
actions.
drop-down menu in
the Cells group.
Rows deleted
• In the same manner,
delete the blank rows
20 and 23.
• Click Save to
save the worksheet
Figure 1.74
changes.
Excel 2010
1
• Select columns B
through D.
Additional Information
Any range of cells within the area you
want to hide can be selected.
Columns B through
• Open the
D hidden
drop-down menu in
the Cells group and
select Hide & Unhide.
• Choose Hide
Columns.
Now the worksheet focus is on the monthly total values, not the month values.
Another Method
The columns were hidden by reducing their column width to zero. Instead,
You could also right-click on the you want to hide the rows instead.
y
selected columns and choose Hide
from the context menu.
2
• Click on column A
and drag to select
columns A and E.
• Open the
drop-down menu,
select Hide & Unhide
and then choose Hide
Rows. Figure 1.76
Excel 2010
1
• Select cells A3
Chart Tools tab
through D8.
Figure 1.77
Additional information
The information in the selected range was translated into a chart based on the
shape and contents of the selection. A column chart showing the sales for the
You will learn all about creating charts
in Lab 2. five items over three months was quickly created.
2
• Point to the edge of the chart object and drag to move it below
the worksheet to cover rows 24 to 38.
1
• Enter your first and
last name in cell A40.
Another Method
You also could use the Today function,
=Today(), to display the current date in
the default date format or the keyboard
shortcut c + ;.
Date displayed in
default format
Figure 1.78
The date is displayed using the default date format, which is based on the
settings in Windows. It is right-aligned in the cell because it is a numeric
entry. You can change the date format in the worksheet without changing the
Windows settings using the Format Cells: Number dialog box.
2
• If necessary, move to
cell A41.
• Click in the
Number group to
open the Format Cells
dialog box.
• Click .
Figure 1.79
Excel 2010
Documenting a Workbook
You are finished working on the worksheet for now and want to save the
Having Trouble?
changes you have made to the file. In addition, you want to update the file
Refer to the section Specifying properties to include your name as the author, a title, and keywords.
Document Properties in the Introduction
to Microsoft Office 2010 to review this
feature.
1
• Open the File tab.
• In the Backstage
view Info window
enter the following
information in the
appropriate boxes.
Title Downtown
Internet
Café
Document
Tags Sales properties
Projections
Author Your Name
Additional Information
The Author text box may be blank or
may show your school or some other
name. Clear the existing contents first
if necessary.
Figure 1.80
Your screen should be similar to
Figure 1.80
1 Print preview
Gridlines
Additional Information do not print
If you have a monochrome printer, the
preview appears in shades of gray, as it
will appear when printed.
Figure 1.81
The preview displays the worksheet as it will appear on the printed page.
Another Method
Notice that the row and column gridlines are not displayed and will not print.
You also can use the keyboard shortcut
c + P from the worksheet window to
This is one of the default worksheet print settings.
open the Print tab of Backstage view. The preview of your worksheet may appear slightly different from that
shown in Figure 1.81. This is because the way pages appear in the preview
depends on the available fonts, the resolution of the printer, and the available
Additional Information colors. If your printer is configured to print in black and white, the preview
You can change printer-specific settings,
will not display in color.
such as color, by clicking Printer The Excel print settings let you specify how much of the worksheet you
Properties and specifying the settings you want printed. The options are described in the following table.
want in the Printer Properties dialog box.
Option Action
Print Active Sheets Prints the active worksheet (default)
Print Entire Workbook Prints all worksheets in the workbook
Print Selection Prints selected range only
Pages Prints pages you specify by typing page numbers in the text box
The worksheet looks good and does not appear to need any further modifica-
tions immediately. Now you are ready to print the worksheet using the default
print settings.
NOTE Please consult your instructor for printing procedures that may differ from the
Having Trouble?
following directions.
Refer to the section “Printing a
Document” in the Introduction to
Microsoft Office 2010 to review this
feature.
Excel 2010
2
• If necessary, make sure your printer is on and ready to print.
• If you need to change the selected printer to another printer, open the
Printer drop-down list box and select the appropriate printer.
• Click .
The printed copy should be similar to the document shown in the preview
area.
When printing is complete, Backstage view is automatically closed. A dot-
ted line may appear between columns G and H. This is the automatic page
break line that shows where one printed page ends and the next begins.
1 Displays formulas
• Click
Unformatted values
in the Formula
Auditing group.
Another Method
You also can use c + ` (accent
grave is located to the left of the
number 1 key) to toggle between values
and formulas.
• Move to B9.
Figure 1.82
The display of the worksheet has changed to display unformatted values and
the formulas and functions. It has automatically increased the column widths
so the formulas and text do not overflow into the adjacent cells.
1
Page orientation
• Open the File tab and changed to landscape
choose Print.
• Change the
orientation setting
to Landscape
Orientation.
• Open the
Figure 1.83
The entire worksheet will easily print across the length of the page when
Another Method printed using landscape orientation and scaled to fit a single page.
You also can scale the worksheet using
in the Scale to Fit group
of the Page Layout tab and setting the
scale percentage.
2
• Print the worksheet.
Excel 2010
1
• Move to cell A1.
Additional Information Because you added the date since last saving the worksheet, you were prompted
to save it again before closing it.
Excel saves the file with the cell selector
in the same cell location it is in at the
time it is saved.
FOCUS ON CAREERS
EXPLORE YOUR CAREER OPTIONS track of the income and expenses for coordinated half-time
activities at professional sporting events. These worksheets
Fan Coordinator would provide valuable information for promoting sponsors’
Did you know that 40 percent of the advertised positions in products and services at games. A fan coordinator might start
sports are for marketing and promotion? A marketing graduate out as an unpaid intern, but after graduation could expect to
hired as a basketball fan coordinator would use Excel to keep earn from $25,000 to $45,000.
Thesaurus (EX1.xx)
The thesaurus is a reference tool
that provides synonyms, antonyms, Spelling Checker
and related words for a selected
word or phrase.
Range (EX1.xx)
A selection consisting of two or
more cells on a worksheet is a
range.
Range
Excel 2010
Formula (EX1.xx)
A formula is an equation that
performs a calculation on data Formula
contained in a worksheet.
Function (EX1.xx)
A function is a prewritten formula
that performs certain types of
calculations automatically. Function
Recalculation (EX1.xx)
When a number in a referenced
cell in a formula changes, Excel
automatically recalculates all
formulas that are dependent upon
the changed value.
Recalculation
Alignment (EX1.xx)
Alignment settings allow you to
change the horizontal and vertical
placement and the orientation of an
entry in a cell.
Alignment
Number Format (EX1.xx)
Number formats change the
appearance of numbers onscreen
and when printed, without changing
the way the number is stored or
used in calculations. Number Format
KEY TERMS
active cell EX1.xx number format EX1.xx
active sheet EX1.xx operand EX1.xx
adjacent range EX1.xx operator EX1.xx
alignment EX1.xx order of precedence EX1.xx
antonym EX1.xx range EX1.xx
argument EX1.xx range reference EX1.xx
AutoCorrect EX1.xx recalculation EX1.xx
AutoFit EX1.xx relative reference EX1.xx
cell EX1.xx row EX1.xx
cell reference EX1.xx row number EX1.xx
cell selector EX1.xx sans serif EX1.xx
chart EX1.xx scaling EX1.xx
column EX1.xx serial value EX1.xx
column letter EX1.xx serif EX1.xx
column width EX1.xx sheet EX1.xx
constant EX1.xx sheet tab EX1.xx
custom dictionary EX1.xx spelling checker EX1.xx
data EX1.xx spreadsheet EX1.xx
default EX1.xx synonym EX1.xx
fill handle EX1.xx syntax EX1.xx
formula EX1.xx tab scroll buttons EX1.xx
formula bar EX1.xx template EX1.xx
function EX1.xx text EX1.xx
heading EX1.xx theme EX1.xx
main dictionary EX1.xx thesaurus EX1.xx
merged cell EX1.xx variable EX1.xx
Name box EX1.xx workbook EX1.xx
nonadjacent range EX1.xx workbook window EX1.xx
number EX1.xx worksheet EX1.xx
Excel 2010
COMMAND SUMMARY
Command Shortcut Action
File
Print/ /Fit sheet on one page Scales worksheet to fit on a single page
Home tab
Clipboard group
Thesaurus (EX1.xx)
The thesaurus is a reference tool
that provides synonyms, antonyms, Spelling Checker
and related words for a selected
word or phrase.
Range (EX1.xx)
A selection consisting of two or
more cells on a worksheet is a
range.
Range
Excel 2010
/AutoFit Row Height Changes row height to match the tallest cell entry
/AutoFit Column Width Changes column width to match widest cell entry
Editing group
Calculates the sum of the values in the selected
Sum
cells
Calculates the average of the values in the
Sum/Average
selected range
Returns the smallest of the values in the selected
Sum/Min
range
Returns the largest of the values in the selected
Sum/Max
range
Formulas tab
Formula Auditing group
c+` Displays and hides worksheet formulas
Review tab
Proofing group
7 Spell-checks worksheet
LAB EXERCISES
SCREEN IDENTIFICATION
1. In the following Excel 2010 screen, letters identify important elements. Enter the correct term for
each screen element in the space provided.
A B C D E
K J I H G
Excel 2010
MATCHING
Match the lettered item on the right with the numbered item on the left.
TRUE/FALSE
Circle the correct answer to the following questions.
1. Number formats affect the way that numbers are used in calculations. True False
2. Charts are visual representations of the data in a worksheet. True False
3. A colon is used to separate cell references in nonadjacent ranges. True False
4. A function is a prewritten formula that performs a calculation. True False
5. The default column width setting is 10.12. True False
6. When a formula containing relative references is copied, the cell references
in the copied formula refer to the same cells that are referenced in the
original formula. True False
7. An adjacent range is two or more selected cells or ranges that are adjoining. True False
8. The spell checker can only find misspelled words if they are entered
in the main dictionary. True False
9. Recalculation is one of the most powerful features of electronic worksheets. True False
10. Cell alignment allows you to change the horizontal and vertical placement
and the orientation of an entry in a cell. True False
LAB EXERCISES
FILL-IN
Complete the following statements by filling in the blanks with the correct key terms.
1. Cells or ranges that are included in the same selection but are not located next to each other are
part of a(n) _____________.
2. _____________ are integers assigned to the days from January 1, 1900, through December 31,
2099, that allow dates to be used in calculations.
3. The _____________ displays the cell selector and will be affected by the next entry or procedure.
4. A(n) _____________ window is used to display an open workbook file.
5. By default, text entries are _____________-aligned and number entries are _____________-aligned.
6. A(n) _____________ entry is used to perform a calculation.
7. The _____________ function automatically adds all the numbers in a range of cells.
8. A(n) _____________ is a rectangular grid of rows and columns.
9. The _____________ dictionary holds words the user enters that are not included in the main
dictionary.
10. A(n) _____________ cell is a cell made up of several selected cells combined into one.
MULTIPLE CHOICE
Circle the correct response to the questions below.
1. _____________ entries can contain any combination of letters, numbers, spaces, and any other
special characters.
a. Number
b. Variable
c. Constant
d. Text
2. The _____________ is a small black square, located in the lower-right corner of the selection, used
to create a series or copy to adjacent cells.
a. sheet tab
b. fill handle
c. scroll box
d. sizing handle
3. Rotating entries, using color, and using character effects are three ways to _____________.
a. emphasize information
b. create reports
c. perform calculations
d. update spreadsheets
Excel 2010
È Easy
STEP-BY-STEP ÈÈ Moderate
ÈÈÈ Difficult
TEENAGE CELL PHONE USAGE DATA ANALYSIS È
1. Mary Collins works for a cell phone company. She’s been asked to analyze data gathered in
a survey of teenage cell phone users to find possible service packages for the company to offer.
After following the directions below to complete the worksheet, your solution will be similar
to that shown here.
Excel 2010
LAB EXERCISES
ANIMAL RESCUE FOUNDATION ADOPTION ANALYSIS È
2. Edward Corwin works for the Animal Rescue Foundation. One of his responsibilities is to collect
and analyze data on the animals that enter the shelters. He has compiled a list of the cost of hous-
ing animals by the local shelters for the past four years. After following the directions below to
complete the worksheet, your solution will be similar to that shown here.
a. Open the workbook ex01_Animal
Housing. Spell check the work-
sheet and correct any misspelled
words.
b. Modify the title in cell B2 so the
first letter of each word is capi-
talized. Increase the font size to
14 point and change the row
height to 22.5. Merge and center
both title lines across columns
A through E.
c. Bold and center the headings in
row 5. Format cells B5 and C5
to text. Insert a blank row above
row 6.
d. In row 17, enter a function to
total the data under the 2009 col-
umn and a function to total the
data under the 2010 column.
e. Format the numbers in rows
7 and 17 using the Accounting
style with zero decimal places.
Format the numbers in rows 8
through 16 using the Comma
style with zero decimal places.
f. Adjust the column widths so all
the data is fully displayed. Insert
a blank row above row 17.
Excel 2010
g. Edward has just received the information for the last two years. Enter the following data in the
cells indicated.
h. Format the column heads to match the style of the corresponding information in columns
B and C.
i. Copy the Total function in cell B18 to calculate the total for each of the new years. Increase the
indent in cell A18
j. Add font and fill colors to the worksheet as you like.
k. Add a thick box border around A1through E18.
l. Move the row of ASPCA data to above the row of FOCAS data.
m. Delete the word “Shelter” in cell A5.
n. Next you want to create a chart showing the annual data for the three largest shelter
groups. Select the range A5 through E9 and create a chart displaying the data. Move the
chart to cell A20.
o. Enter your name in cell A35 and the current date in cell A36. Format cell A36 to display the
month, day, and year (March 14, 2001) date format.
p. Move to cell A1. Save the workbook as Animal Housing Analysis to your solution file location.
Preview and print the worksheet.
q. Print the worksheet with formulas using landscape orientation so that it fits on one page.
LAB EXERCISES
HURRICANE ANALYSIS WORKSHEET È
3. Mary Ellen is a manager for an insurance agency. One of her responsibilities is to collect and
analyze data on weather conditions in geographical areas. She has compiled a list of hurricanes
from the National Weather Service. After following the directions below to complete the worksheet,
your solution will be similar to that shown here.
a. Open the workbook ex01_US
Hurricanes. Spell check the
worksheet and correct any
misspelled words.
b. Modify the title in cell A1 so the
first letter of each word is capi-
talized, except “by.” Merge and
center the two worksheet titles
across columns A through I.
Increase the font size to
12 point. Bold the titles.
c. Enter the heading % Major to All
in cell I3 and increase the widths
of columns H and I to fully
display their headings.
d. Merge and center cells A3 and
A4. Merge and center cells I3
and I4.
e. Adjust the width of column A so all the data is fully displayed.
f. Insert new rows above row 1 and below row 3.
g. Bold the titles in rows 5 and 6. Merge and center cells B5:H5. Underline and center the titles in
cells B6 through H6.
h. Enter the formula =H7/G7 in cell I7. Copy the formula down column I for the rest of the states.
Format the numbers in column I as a percent with one decimal place.
i. Center the data in cells B7 through I33.
j. Add font and fill colors to the worksheet as you like.
k. In the All column, locate the four states with the highest percent of major hurricanes and fill the
cells containing the percentages with a different fill color.
l. In cells K7 through K10, enter the names of the four states with the highest percent of major
hurricanes. In cells L7 through L10, enter the corresponding numbers. Enter “Total Hurricanes”
in cell L6. Add color to the cells to match the data.
m. Create a chart using the data in the table you just created and move it cell J12.
n. Enter your name and the current date on separate rows just below the chart. Format the date to
display the month, day, and year (March 14, 2001) date format.
o. Move to cell A1. Save the workbook as US Hurricanes Analysis to your solution file location. Print
the worksheet in landscape orientation on one page.
Excel 2010
LAB EXERCISES
j. Move to cell A1. Save the workbook as Family Income to your solution file location. Change page
size to legal to fit on one page, and print the worksheet.
k. Print the worksheet again with formulas on one page using landscape orientation.
Excel 2010
h. Each of the 2012 expenditure items except for the maintenance expenditures is projected to
increase by 12 percent over the previous year. Enter the appropriate formulas in column E to
reflect this change. Each maintenance expense is projected to increase 15 percent. Enter the
appropriate formulas in column D. Enter the appropriate function in cell E23 to calculate the
total maintenance expenses. Use formulas to calculate the value for 2012’s total expenditures and
ending cash balance.
i. Format cells B7, B19, C12, C14, C25, C27, D7, D19, E12, E14, E25, and E27 as Accounting with
zero decimal places. Format all other cells containing numbers except for B5 and D5 to comma
with zero decimal places. Set the column widths of columns B through E to 12. Fill the cells
A27:E27 with the same fill color used for the titles. Delete column F. Surround the entire work-
sheet with a thick box border.
j. Enter your name and the current date on separate rows just below the worksheet.
k. Save the workbook file as Pecan Groves Budget to your solution file location. Print the
worksheet.
l. Print the worksheet again with formulas using landscape orientation.
ON YOUR OWN
TRACKING YOUR CALORIES È
1. A worksheet can be used to track your calories for the day. Design and create a worksheet to record
the food you consume and the exercise you do on a daily basis. The worksheet should include your
food consumption for all meals and snacks and the activities you performed for a week. Use the
Web as a resource to find out the calorie values for the items you consumed, or refer to the calorie
information on the product packaging, and to find out the caloric expenditure for the exercises you
do. Include an appropriate title, row and column headings, and formulas to calculate your total
calorie intake and expenditure on a daily basis. Include a formula to calculate the percent deviation
from your recommended daily calorie intake. Format the worksheet appropriately using features
presented in this lab. Enter real or sample data. Include your name and date above the worksheet.
Spell check the worksheet. Save the workbook as Calorie Tracking and print the worksheet.
LAB EXERCISES
CREATING A PERSONAL BUDGET È
2. In a blank Excel 2010 workbook, create a personal three-month budget. Enter an appropriate title
and use descriptive labels for your monthly expenses (food, rent, car payments, insurance, credit
card payments, etc.). Spell check your worksheet. Enter your monthly expenses (or, if you prefer,
any reasonable sample data). Use formulas to calculate total expenses for each month and the aver-
age monthly expenditures for each expense item. Add a column for projection for the next year
showing a 2.5 percent increase in the cost of living. Enhance the worksheet using features you
learned in this lab. Enter your name and the current date on separate rows just below the work-
sheet. Save the workbook as Personal Budget. Preview and print the worksheet.
Excel 2010