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TABLE OF CONTENTS
1.0 Using Worksheets and Workbooks ......................................................................................................................... 3
1.1.0 How to keep record and find your data fast and easy ........................................................................................... 3
1.1.1 Adding worksheets to existing workbooks ............................................................................................................ 3
1.1.2 Deleting Worksheets ............................................................................................................................................. 3
1.1.4 Moving worksheets ............................................................................................................................................... 3
1.1.5 Renaming a worksheet .......................................................................................................................................... 3
1.4.1 How to Use the Print Titles.................................................................................................................................... 7
1.4.2 Print Columns to Repeat with Titles ...................................................................................................................... 8
2.0 Basic Excel Functions ............................................................................................................................................... 9
2.1.2 Using the Auto Sum Button ................................................................................................................................... 9
3.0 Data Filter/Sort ...................................................................................................................................................... 10
4.0 Excel View Options ................................................................................................................................................ 12
5.0 Formulas in Excel ................................................................................................................................................... 14
5.1.0 4 tips when using formulas ................................................................................................................................. 14
5.1.1 Tip number 1: Using cell reference in formulas ................................................................................................... 14
5.1.2 Tip number 2: Creating formula .......................................................................................................................... 14
5.1.3 Tip number 3: Making changes in the formula .................................................................................................... 14
6.0 Conditional Formatting ......................................................................................................................................... 16
8.0 Pivot Tables ........................................................................................................................................................... 22
9.0 Lookup Functions ........................................................................................................................................... 26
9.1 VLookup ....................................................................................................................................................... 26
9.2 HLookup ................................................................................................................................................................ 26
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2. Keep adding sheet tabs until you have as many as you need.
2. Tick Create a copy. Select where you want to place the copy. Click Ok.
Right Click the Worksheet tab. Click on Tab Color. Choose the color from the color palette.
Notes: Protecting the workbook is not the same as protecting an Excel file or a worksheet with a password.
Note: If you are using Excel 2010 and earlier, you can also select the Windows option if you want to prevent users from moving, resizing, or closing the workbook
window, or hide/unhide windows. The Windows option is unavailable in Excel 2013 and later versions.
Also, individuals who don't have Excel installed on their computer can read PDF files, although they will need the Adobe Reader software, which can be downloaded
for free from the Adobe website.
In current versions of Excel, you can save your Excel spreadsheet to a PDF file using the 'Export' command, as follows:
2. From the 'Export' options select Create PDF/XPS Document and click on the Create PDF/XPS button to open up the 'Publish as PDF or XPS' dialog box:
3. From the Save as type drop-down menu, ensure the option PDF (*.pdf) is selected;
4. Type a file name into the File name: field;
5. Note that the dialog box has options that allow you to open the file after publishing, optimize the new PDF file or, by clicking on the Options... button,
specify the section of the Excel file that you wish to publish;
6. Once you are satisfied with your selected options, click Publish.
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So, do you know where to find the “Print Titles” option in Excel? It is found in the Page Layout Ribbon, specifically on the Page Setup group. Just click it and you’ll
be happy and surprised with its powerful ability to control on the things you wanted to see on your printed file.
One of the most advantageous uses of Excel is its capability to handle formulas. Users appreciate the fact that calculations can be made easier using this platform.
Students, and even professionals, rely on its capabilities to lessen their burden on doing certain calculations and operations over and over again. However,
calculations using formula is not the only feature Excel can boast. It also has its “functions”, or specially programmed formulas, which allow users to perform more
complicated calculations in just few clicks.
Knowing the ability of Excel’s basic functions, you can save lots of time and effort in making long and complicated formulas. The platform surely will make your job
easier and faster. You will also not worry on the accuracy of your worksheets since the program was able to condense your supposed to be long formulas in just a
single word. Just remember, functions are just a click away!
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5. Click OK.
Result. Excel only displays the sales in the USA.
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7. Click OK.
8. Result. Excel only displays the sales in the USA in Qtr 4.
6. The cell range will be sorted by the selected column. E.g. Sort name by ascending order.
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When you are working with a large spreadsheet in Microsoft Excel, it's easy to find yourself scrolling down or across and losing track of where you are. To solve the
problem, you can freeze (lock) the heading rows so that they don't disappear off the top of the screen as you scroll down the worksheet.
3. The step slightly different to freeze more than one row or column. If you look at the screenshot below, you'll see that the first row doesn't actually contain the
headings for the sales data table - it contains the title of this worksheet.
4. To freeze the heading row of the table, you will have to freeze the first five rows in the worksheet. To do this, click in the cell A6 (i.e the first row that should not
be frozen) and choose the first option in the Freeze Panes drop-down menu (it's also called Freeze Panes).
5. When you do this, not much will appear to change. All you'll see is a line stretching across the screen, almost like a border along the bottom of row 5 (which is
the last row to be frozen in our example). The screenshot shows what Freeze Panes looks like if you had clicked B6 before clicking Freeze Panes (i.e. you wanted
rows 1-5 and column A to be frozen):
6. Here's what the sales data table looks like if you scroll down. As you can see, the first five rows have stayed put, and the other rows have disappeared
underneath them as I've scrolled down the screen:
In Excel, we use the term “formula” when we refer to the calculation in the spreadsheet. It can be as simple as adding or subtracting numbers or a more powerful
one that includes more complex operations. A formula always starts with an equal sign (=), followed by numbers, mathematical operations or functions.
For instance, we want to multiply 2 by 3 then add 5, we are going to write it as:
=2*3+5
The answer in this example is 11.
If you want to know more about formulas and be able to write your own, just follow these four simple yet essential tips.
So, instead of writing “=3*2”, write “=A1*B1”. In this case, there’s no need to edit the formula when you change the value you want to calculate.
6. Repeat steps 4 & 5 (if you need to add more cells to your formula)
7. Press Enter
8. The cell will then show the result of the formula
5. The formula is copied down and the results appear in the cells
Above four simple tips will make your computation a lot easier. You’ll save not only your energy but a lot of time as well.
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4. A dialog box will appear. Enter the desired value(s) into the blank field. In our example, we'll enter 4000 as our value.
5. Select a formatting style from the drop-down menu. In our example, we'll choose Green Fill with Dark Green Text, then click OK.
6. The conditional formatting will be applied to the selected cells. In our example, it's easy to see which salespeople reached the $4000 sales goal for each
month.
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7.0 Charts
A simple chart in Excel can say more than a sheet full of numbers. Charts are what we call graphs in math class.
Charts are visual representations of worksheet data. Charts often makes it easier to understand the data in a worksheet because users can easily pick out patterns
and trends illustrated in the chart that are otherwise difficult to see.
Bar Charts: A bar/column chart is a chart or graph that presents grouped data with rectangular bars with lengths proportional to the values that they
represent. The bars can be plotted vertically or horizontally.
Line Charts/line graphs: are used to show trends over time. Each line in the graph shows the changes in the value of one item of data.
Combo Charts: combine two different types of charts into one display. Typical the two charts are a line graph and a column chart, and to accomplish this,
Excel makes use of a third axis - called the secondary Y axis - that runs up the right-hand side of the chart.
Result:
Result:
Result:
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Result:
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Result:
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1. Select the cells that contain the data you want to show in a chart.
2. Click the Quick Analysis button in the bottom-right corner of the selection.
3. Click the Charts tab, move across the recommended charts to see which one looks best for your data, and then click the one that you want.
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The following dialog box appears. Excel automatically selects the data for you. The default location for a new pivot table is New Worksheet.
3. Click OK.
Below you can find the pivot table. Bananas are our main export product. That's how easy pivot tables can be!
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8.1.2 Sort
To get Banana at the top of the list, sort the pivot table.
1. Click any cell inside the Total column.
2. The PivotTable Tools contextual tab activates. On the Options tab, click the Sort Largest to Smallest button (ZA).
Result:
8.1.3 Filter
Because we added the Country field to the Report Filter area, we can filter this pivot table by Country. For example, which products do we export the most to
France?
1. Click the filter drop-down and select France.
Result. Apples are our main export product to France.
Note: you can use the standard filter (triangle next to Product) to only show the totals of specific products.
3. Choose the type of calculation you want to use. For example, click Count.
4. Click OK.
Result. 16 out of the 28 orders to France were 'Apple' orders.
To easily compare these numbers, create a pivot chart and apply a filter. Maybe this is one step too far for you at this stage, but it shows you one of the many other
powerful pivot table features Excel has to offer.
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Explanation: the VLOOKUP function looks for the ID (104) in the leftmost column of the range $E$4:$G$7 and returns the value in the same row from the third
column (third argument is set to 3). The fourth argument is set to FALSE to return an exact match or a #N/A error if not found.
Note: when we drag the VLOOKUP function down, the absolute reference ($E$4:$G$7) stays the same, while the relative reference (A2) changes to A3, A4, A5, etc.
9.2 HLookup
In a similar way, you can use the HLOOKUP (Horizontal lookup) function.