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Microsoft Excel- basics

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Page 1: Microsoft Excel-  basics
Page 2: Microsoft Excel-  basics

Pictures of Team

Vaishnavi

Sanghamitra

Joseph Jeshin

Rea Jeslyn

Page 3: Microsoft Excel-  basics

What is Microsoft Excel? • Microsoft Excel is a spreadsheet program included in the Microsoft

Office suite of applications. Spreadsheets present tables of values arranged in rows and columns that can be manipulated mathematically using both basic and complex arithmetic operations and functions.

• Microsoft Excel has the basic features of all spreadsheets,[2] using a grid of cells arranged in numbered rows and letter-named columns to organize data manipulations like arithmetic operations. It has a battery of supplied functions to answer statistical, engineering and financial needs. In addition, it can display data as line graphs, histograms and charts, and with a very limited three-dimensional graphical display. It allows sectioning of data to view its dependencies on various factors for different perspectives (using pivot tables and the scenario manager)

• In addition to its standard spreadsheet features, Excel also offers programming support via Microsoft's Visual Basic for Applications (VBA), the ability to access data from external sources via Microsoft’s Dynamic Data Exchange (DDE), and extensive graphing and charting capabilities.

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History of Microsoft Excel • Microsoft originally marketed a spreadsheet program called Multiplan in 1982,

which was very popular on CP/M systems, but on MS-DOS systems it lost popularity to Lotus 1-2-3. This promoted development of a new spreadsheet called Excel which started with the intention to, 'do everything 1-2-3 does and do it better‘ • Excel was the first spreadsheet that allowed the user to define the appearance of spreadsheets (fonts, character attributes and cell appearance). It also introduced intelligent cell recomputation, where only cells dependent on the cell being modified are updated (previous spreadsheet programs recomputed everything all the time or waited for a specific user command). Excel has extensive graphing capabilities.

• When first bundled into Microsoft Office in 1993, Microsoft Word and Microsoft PowerPoint had their GUIs redesigned for consistency with Excel, the killer app on the PC at the time.

Page 5: Microsoft Excel-  basics

Difference between Version 2003 & 2007

Basis 2003 2007 & Above

Extension Extension - .xls Extension - .xlsx

Rows Approx 65,000 rows

More than 10,00,000 rows

Columns 256 columns 16,384 columns

Graphic tools Limited graphic tools

Better graphic tools

Formula Same formula bar since Excel 1997

Resizable formula bar and context based formula auto complete

Formatting Conditional formatting limited to 3 tests

Many tests are allowed in the new version

Colour palette Limited colours Unlimited colours

Page 6: Microsoft Excel-  basics

Shortcut Keys

• Ctrl + Right Moves to the last cell of the

row

• Ctrl + Left Moves to the first cell of the

row

• Ctrl + Shift + Right OR

Shift + Space Selects the entire row

• Ctrl +Space

OR Ctrl + Shift + Down

Selects the entire column

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• File • Options • General • Colour Scheme

Changing the Colour Scheme

BLACK

GREY

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Name Manager

1. Go to formulas 2. Select Name Manager 3. Fill in the required data

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Remove Suplicates

Before removing duplicates

After removing duplicates

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Hide • Selects columns/ rows • Right click • Choose hide option

• Selects columns/ rows • Right click • Choose unhide option

Unhide

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Group/ Ungroup

• Selects columns/ rows • Data • Group

OR

Group Shift + Alt + Right

Ungroup

Shift + Alt + Left

Before grouping data

After grouping data

Procedure

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Sorting

1) Select the data 2) Go to Home 3) Select the ‘Sort and Filter’ option 4) Enter the criteria as appropriate

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Filters

1) Select the data 2) Go to home 3) Select the Sort and Filter Option 4) Select filter 5) Filters will be added on the heading and data

could be selected accordingly

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Removing blank spaces

1) Selects columns/ rows 2) Use the Go to function

(Ctrl + G) 3) Select Go to Special 4) Select Blanks 5) Right click 6) Select the delete option 7) Select Shift cells up

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Data Validation

In the example given the input is invalid since that data exceeds the range. Hence the error alert has been displayed

1. Selects the area where data validation is to be performed. 2. Go to Data 3. Select Data Validation 4. Input validation criteria

5. Input message

6. Error alert VALUES

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LIST Data Validation

To input a list with the pass/ fail option

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Conditional Formatting 1. Select the data

2. Go to Home

3. Select Conditional formatting 4. Go to Highlight cell rules 5. Choose the option which is appropriate

In this example the option chosen is to format cells that are less than 25

with Light Red fill with Dark Text

Page 18: Microsoft Excel-  basics

Referencing • The ‘$’ symbol is used for referencing.

1. Click a cell where you want to enter a formula. 2. Type = (an equal sign) to begin the formula. 3. Select a cell, and then type an arithmetic operator (+, -, *, or /). 4. Select another cell, and then press the F4 key to make that cell reference absolute. 5. You can continue to press F4 to have Excel cycle through the different reference

types. 6. If necessary, continue entering the formula. 7. Click the Enter button on the formula bar, or press Enter.

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Text to Columns

1. Select the cell which has the data

2. Go to data 3. Select ‘Text to Columns’ 4. Select the ‘Delimited’ Option

5. Select the appropriate delimiters. In this example commas have been selected

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Background

• Go to the view tab and click on the check box in show for gridlines.

Gridlines

• Press on background under the Page Layout tab to insert a logo or background to the spreadsheet.

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Formulas (Logical Function)

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Sum Function

Formula Autosum Sum Function

Alt + = (Adds the data in the cells)

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Average Function

Formula Autosum Average Function

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Minimum Function

Formula Autosum Minimum

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Maximum Function

Formula Autosum Maximum

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Count Function

Formula Autosum Count

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IF Function

Formula Logical IF

What does this function do ?

Checks whether a condition is met, and returns one value if TRUE, and another value if FALSE.

Page 28: Microsoft Excel-  basics

AND Function

Formula Logical AND

What does this function do ?

Checks whether all arguments are TRUE, and returns TRUE if al arguments are TRUE.

Page 29: Microsoft Excel-  basics

OR Function

Formula Logical OR

What does this function do ?

Checks whether any of the arguments are TRUE, and returns TRUE or FALSE. Returns FALSE only if all arguments are FALSE.

Page 30: Microsoft Excel-  basics

COUNTA Function

Formula Logical COUNTA

What does this function do ?

Counts the number of cells in a range that are not empty.

Page 31: Microsoft Excel-  basics

COUNTIF Function

Formula Logical COUNTIF

What does this function do ?

Counts the number of cells within a range that meet the given condition.

Page 32: Microsoft Excel-  basics

COUNTBLANK Function

Formula Logical COUNTBLANK

What does this function do ?

Counts the number of empty cells in a specified range of cells.

Page 33: Microsoft Excel-  basics

IRERROR Function

Formula Logical IFERROR

What does this function do ?

Returns value_if_error if expression is an error and the value of the expression itself otherwise.

Page 34: Microsoft Excel-  basics

Formulas (Text Function)

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Concatenate

What does this function do ?

Formula Text Concatenate

Joins several text strings into one text string.

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Left/Right

What does this function do ?

Formula Text Left/Right

Returns the specified number of characters from the start of a text string .

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Mid

What does this function do ?

Formula Text Left/Right

Returns the characters from the middle of the text string, given a starting position and length.

Page 38: Microsoft Excel-  basics

Len

What does this function do ?

Formula Text Left/Right

Returns the number of characters in a string.

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Trim

What does this function do ?

Formula Text Left/Right

Removes all spaces from a text string except for single spaces between words.

Page 40: Microsoft Excel-  basics

Upper/Lower/Proper

What does this function do ?

Formula Text Upper/Lower/Proper

Coverts a text string to all uppercase/lowercase/propercase (first letter of each word is in upper case and rest is lower case) letters.

Page 41: Microsoft Excel-  basics

Substitute

What does this function do ?

Formula Text Substitute

Replaces existing text with new text in a string.

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Exact

What does this function do ?

Formula Text Substitute

Checks whether two text strings are exactly the same, and returns TRUE and FALSE. EXACT is case-sensitive.

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Date and Time Current Date – ctrl + “;” Current Time – ctrl+ shift + “;” Current Date and Time - =NOW()

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STEP 1

STEP 2

STEP 3

RESULT

What if analysis

1. Input the formula 2. Go to Data 3. Select What if analysis 4. Choose which cells to change 5. Enter values for the changing cells 6. Select show summary to obtain result

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Consolidate SHEET 1 SHEET 2

RESULT 1. Go to consolidate 2. Enter the reference from Sheet 1 and

select Add 3. Enter the reference from Sheet 2

and select Add 4. Select the operation (Sum/ Count) 5. Select use labels in Top Row and

Top left column

Page 46: Microsoft Excel-  basics

Pivot Tables

1. Select the data 2. Go to ‘Insert’ 3. Select Create Pivot Table 4. Choose fields to add

report 5. Select the appropriate

Column/ Row labels and Report Filter

RESULT WHEN ONLY ONE CUSTOMER IS SELECTED

Page 47: Microsoft Excel-  basics

Pivot Chart

1. Select the data 2. Go to ‘Insert’ 3. Select Create Pivot Chart 4. Choose fields to add

report 5. Select the appropriate

Column/ Row labels and Report Filter

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Dashboard

1. Copy the pivot charts onto a new sheet and do necessary formatting

2. Go to ‘Insert’ 3. Select the ‘Slicer’ option

4. Add necessary slicers

SLICERS

CHARTS

Page 49: Microsoft Excel-  basics

VLookUP

1. Go to functions and choose vlookup.

2. Enter look up value. 3. Table range under

‘table_array’. 4. Enter the column number

under which the result lies under ‘Col_index_num’.

5. Choose 1 for ‘True’ for approximate match and 0 for ‘False’ for Exact match.

Page 50: Microsoft Excel-  basics

HLookUP

1. Go to functions and choose hlookup.

2. Enter look up value. 3. Table range under

‘table_array’. 4. Enter the row number under

which the result lies under ‘Row_index_num’.

5. Choose 1 for ‘True’ for approximate match and 0 for ‘False’ for Exact match.

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Bar/ Column Charts

What are Bar Charts ? Bar charts are one of the most commonly used types of graph and are used to display and compare the number, frequency or other measure for different categories or groups

1. Select the data grid 2. Click on Insert 3. Go to Bar and select the type of

bar chart is required to represent the data

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Bar/Column Charts • By default the bar chart will

appear. • By using the formatting tools for

the bar chart the design ,layout and format of the chart can be changed as required.

1. Right click on the chart and go to Format Chart Area to change the appearance of the chart.

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Bar/ Column Charts

• Changes such as border colour, border styles, shadow, size and other properties of the charted can be made.

• In the above chart we have made changes in he background, color scheme, border and glow and soft edges.

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Line Chart Pie Chart

A line chart or line graph is a type of chart which displays information as a series of data points called 'markers' connected by straight line segments

A pie chart displays data, information, and statistics in an easy-to-read 'pie-slice' format with varying slice sizes telling you how much of one data element exists.

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Legends What are legends ? The legend is linked to the data being graphically displayed in the plot area of the chart. The legend is also known as a Chart's Key.

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Change Chart Type

1. Right click on the chart 2. Change the chart type as per

convenience 3. Change the legend,

formatting and design

A dialogue box full of other chart types are available. The data of the previous chart will automatically be set.

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References • Wikipedia.com

• Webopedia.com

• Haresoftware.com

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