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Chapter 3: Basic Excel Skills
Management Science: The Art of Modeling With Spreadsheets, 2e
PowerPoint Slides Prepared By:Alan Olinsky Bryant University
S.G. Powell
K.R. Baker
© John Wiley and Sons, Inc.
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Excel Prerequisites
Navigating around a worksheet and between worksheets in a workbook
Entering text, entering data and choosing the format of these entries
Editing the contents of a cell Inserting and deleting rows or columns and entire
worksheets Other necessary skills include inserting and deleting rows or
columns and entire worksheets; cutting, copying and pasting; printing; and drawing charts.
Skillful use of formulas and functions separates the novice spreadsheet user from the advanced user.
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Example: Office Building Planning
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The Excel Window
Menu Bar Tool Bars
Formula Bar Window Split Boxes
Status Bar
Sheet Tabs
Message Area
Tab Scrolling Buttons
Name Box
Fill Handle
Cell Cursor Scroll Bars
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Excel Window with Toolbars Located for Convenience
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Configuring Excel: Excel Options Window
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Manipulating Windows and Sheets: Two Excel Windows Displayed
Simultaneously
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Using Split Screen to Fix Row Headings
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Navigation
There are several ways to move the display from one portion of a spreadsheet to another.
The horizontal and vertical scroll bars move the display of the portion of the entire spreadsheet that contains cell entries left and right or up and down, respectively.
The display area also can be moved by using the arrow keys.
Another way to navigate around a spreadsheet is to type in a cell address in the Name Box (just above column A).
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Selecting Cells
Selecting all cells in a worksheet Selecting a column or a row Selecting rectangular ranges Selecting noncontiguous ranges
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Entering Text and Data:Options available under Edit►Fill►Series
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Editing Cells
Formula bar Double-click Function Wizard Absolute and relative cell references
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Double-clicking on a Cell Containing a Formula
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Formatting
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Basic Formulas
With very few exceptions, well-written formulas contain no numbers, only cell references.
Excel formulas start with the equal sign (=) and are evaluated from left to right.
It is generally a good practice to use parentheses to make the meaning of a calculation clear and to ensure that it is calculated correctly.
Relative references are interpreted relative to the current cell.
Addresses with fixed columns or rows are known as absolute addresses.
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Basic Functions:The Insert Function Window
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The ISPMT Function
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The Function Arguments Window for the ISMPT Function
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The ISMPT Function Evaluated
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The NPV Function
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Charting: The Chart Wizard Window
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Initial Line Chart Window
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Entering Years as X-axis Labels
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Line Chart Window after Editing
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Final Line Chart
0
200
400
600
800
1000
1200
1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005
Year
Ad
vert
isin
g an
d S
ales
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X-Y (Scatter) Chart for Advertising and Sales
Sales
600
650
700
750
800
850
900
950
1000
50 55 60 65 70
Advertising
Sal
es
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Printing
We can select certain cells for printing by highlighting the relevant range and selecting File►Print Area►Set Print Area.
The Page Setup window (File►Page Setup) allows us to control other aspects of the printed page.
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Help Options:Excel Help Panel
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Help Table of Contents
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The Excel Help Window
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Summary
This chapter covers these basic features of Excel: The Excel window Configuring Excel Manipulating windows and sheets Navigation Selecting cells Entering text and data Editing cells Formatting Basic formulas Basic functions Charting Printing Help
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Copyright 2008 John Wiley & Sons, Inc.
All rights reserved. Reproduction or translation of this work beyond that permitted in section 117 of the 1976 United States Copyright Act without express permission of the copyright owner is unlawful. Request for further information should be addressed to the Permissions Department, John Wiley & Sons, Inc. The purchaser may make back-up copies for his/her own use only and not for distribution or resale. The Publisher assumes no responsibility for errors, omissions, or damages caused by the use of these programs or from the use of the information herein.