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6 Using the short-cut menu....................................................................................................................................6 ADJUSTING COLUMN WIDTH & ROW HEIGHT.....................................................................................7 Opening one of the last 4 worksheets you worked on ......................................................................................10 Opening from a floppy disk...........................................................................................................................10 Replacing the contents of a cell.....................................................................................................................10 Correcting the contents of a cell....................................................................................................................10 Erasing cells..................................................................................................................................................11 Undo..............................................................................................................................................................11 Deleting Rows and Columns.............................................................................................................................11 Insert Row and Column.....................................................................................................................................11 Inserting a row...............................................................................................................................................11 Inserting a Column........................................................................................................................................11 Inserting several Rows or Columns...............................................................................................................11 Numeric formulae..............................................................................................................................................13 Cell Addresses...................................................................................................................................................13 Entering a formula.............................................................................................................................................13 Entering a formula by pointing.........................................................................................................................13 Order of precedence .....................................................................................................................................13 Aligning Text /Numbers within a cell...............................................................................................................14 Centering Text / Numbers across columns........................................................................................................14 Closing a worksheet..........................................................................................................................................14 Starting a New blank worksheet........................................................................................................................14 The Sum Function ............................................................................................................................................15 The Golden Rule for the SUM Function...........................................................................................................15 Using AutoSum for quick SUM........................................................................................................................15 Copying Data / Formulas..................................................................................................................................16 Formatting using the icons............................................................................................................................19 Percentages....................................................................................................................................................19 Formatting numbers as percentage................................................................................................................19 Making it bold...............................................................................................................................................23 Use Landscape or portrait orientation...............................................................................................................24 Page Size.......................................................................................................................................................24 Centre it on the page..........................................................................................................................................25 Creating a formula with absolute cell references..............................................................................................28 Set the width of the all columns to 13.00..........................................................................................................28 Relational Operators..........................................................................................................................................31 = Equal to......................................................................................................................................................31 Logical data type...............................................................................................................................................31 Further logical operators...................................................................................................................................31 Sorting...............................................................................................................................................................31 Sorting Ascending button..................................................................................................................................32 Sorting a list from left to right OR top to bottom..............................................................................................32 More information go to help............................................................................................................................34
Chapter One
INTRODUCTION
A working spreadsheet (often called a worksheet or Document) is the electronic equivalent of a large sheet of squared paper divided into ROWS and COLUMNS. Each square on the worksheet grid is known as a CELL. Spreadsheet has 256 columns lettered A through IV, and 65,536 rows and has 16 million plus cells. Cell may contain text (label) or number (values). Unlike a sheet of paper, the cells within an electronic worksheet may also contain formulae, which define the contents of many other cells. A particular cell, for example, might contain the result of adding up the contents of many other cells. Formulae provide the ability to keep totals in a worksheet up-to-date automatically. A spreadsheet is a problem-solving tool, which may be applied, in an infinite number of ways to solve real problems. Using a spreadsheet, you may represent a problem with a model with which you may ask what if question seeing what happens to certain numbers if you change others with answers being calculated immediately. Here, the term problem is used loosely and refers to any information that can be used within a worksheet. This might, for example, include: analysing results from an experiment; a train time-table; exploring mathematical concepts; company or home finances; simulations; an invoice; or costing.
Row
Part
Description
This is the horizontal bar that contains the name of the window. Most title bars also contain buttons to close, minimizes, and resizes the window. The displays a list of commands that are grouped into sections. Some of these commands have images next to them, so that you can quickly associate the command with the image. This image is also on the button that corresponds to that command
The user interface of Excel contains the same bars and toolbars found in other Microsoft Office programs, such as Word. These bars and toolbars include the title bar, the menu bar, and the standard and formatting toolbars. Besides these, the most commonly used toolbars in Excel are formula bar and status bar. The vertical divisions in a worksheet are called columns. Each column is identified by a letter. For example, the first column in a worksheet is A. The horizontal divisions in a worksheet are called rows. Each row is identified by a number. For example, the first row in a worksheet is 1. A cell is formed by the intersection of a row and a column. You can use a cell to store and display different types of data such as text, numbers, or formulas. Each cell in a worksheet is identified by a cell address. A cell address is made of the column letter and row number of the cell. For example, the cell formed by the first column and first row has the cell address A1. The cell address indicates the exact location of a cell in a worksheet. Cell value is the actual numeric value of the data in a cell. This value might not be the same as the data displayed in the cell. For example, when you enter a numeric data 9 in a cell, the cell value is 9. However, when you enter a formula =A1+A2 in a cell, the cell value is equal to the sum of the cell values of the cells A1 and A2. A blank cell has the cell value of zero. A cell pointer is the highlighted rectangular border formed around an active cell. An active cell is the cell in which you are working currently. There can be only one active cell at a time. A label is a text entry that is used to identify the type of information in a row or a column of a worksheet. For example, if you want to store the student details of your class in a worksheet, you can label the columns with meaningful titles such as Student Name, Roll Number, and Student Address. You can then enter relevant data in these columns. Labels do not have any cell value associated with them. A cell range is a block of cells selected to implement a formula in a worksheet. A range of cells can extend across a row, a column, or over a combination of rows and columns. All cells in the range must be adjacent, sharing at least one common border. A workbook is a file created in Excel. A workbook can contain one or more worksheets and related items. By default, an Excel workbook contains three worksheets. You can add or delete worksheets in a workbook as required. The formula bar is used to enter or modify data in a worksheet. This bar is activated as soon as you start entering data in a cell. When you type data in a cell, the data is displayed simultaneously in the active cell and in the formula bar. However, when you enter a formula in a cell, the formula is displayed in the formula bar, whereas the numeric value of the formula is displayed in the corresponding cell. The status bar provides information about the present status of work in the worksheet. For example, if you are not working on the worksheet, the status bar displays the message Ready. When you click in a blank cell to enter data, the status bar displays the message Enter. Similarly, when you click in a cell that already contains some data, the status bar displays the message Edit, which means you are editing the present data.
Cell value
Cell range
Status bar
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Excel Made Simple The work area is the blank space within the program where you enter information. Scroll bars are vertical and horizontal bars located at the side or at the bottom of a display area. You can use scroll bars to move to a specific location in the work area. Task Pane window is used to quickly access your most commonly used tasks (such as creating a new workbook or opening an existing file). Towards the bottom of the worksheet is a small Tab that identifies each sheet within the workbook (file). If there are multiple sheets, you can use the tabs to easily identify what data is stored on each sheet. For example, the top sheet could be Expenses and the second sheet could be called Income. When you begin a new workbook, the tabs default to being labeled Sheet1, Sheet2, etc
Worksheets
Microsoft Excel consists of worksheets. Each worksheet contains columns and rows. The columns are lettered A to IV; the rows are numbered 1 to 65536. The combination of column and row coordinates make up a cell address. For example, the cell located in the upper left corner of the worksheet is cell A1, meaning column A, row 1. Cell E10 is located under column E on row 10. You enter your data into the cells on the worksheet. The Formula Bar
If the Formula bar is turned on, the cell address displays on the left side of the Formula bar. Cell entries display on the right side of the Formula bar. Before proceeding, make sure the Formula bar is turned on.
Although it is possible to operate Excel by use of the keyboard alone, it is assumed that a mouse is attached to your computer system, providing a much more convenient method of control. Reference to keyboard and mouse operations is thus made throughout the text. Keyboard controls As you use Excel, you will find that a combination of mouse and keyboard controls leads to the most effective operation of the program. Keyboard control requires the user to remember many keystrokes, whereas mouse control is more intuitive. It is therefore recommended that a mouse (if available) is used for initial control of Excel.
While it is assumed in this Guide that a mouse is present, it is not essential that you have one. Equivalent keyboard controls are show in brackets throughout the text and are summarised in Appendix A The following conventions are used to indicate Keyboard controls: Function key You may have 10 or 12 function keys, above or to the left of the main keyboard, marked F1 to F12. These will be shown boxed throughout the text as F1 to F12. The / key is used is used in association with other keys. A sequence such as /FA would indicate that you PRESS the \key, and then PRESS F key and then A key. The \ key is used in association with other keys. A Page 4
Slash key
Backslash key
Excel Made Simple sequence such as \= would indicate that you PRESS the \ key and then PRESS the = key. Alternate key The Alt (Alternate) key is used in association with other keys. A sequence such as Alt F would indicate that you PRESS and HOLD DOPWN the Alt key and then PRESS the F key. The Ctrl (Control key) is used in association with other keys. A sequence such as Shift F7 would indicate that you PRESS and HOLD DOWN the shift key and then PRESS the F7 key. The Shift key is used in association with other keys. A sequence such as Shift F7 would indicate that you PRESS and HOLD DOWN the Shift key and then PRESS the F& key. The Enter (or Return) key, in the context of program control, is used to signify the completion of an operation. Throughout the text, this key will be shown as Enter. The Backspace (or delete) key, is used to delete characters to the left of the current cursor position. This key is found at the top right-hand side of the main keyboard and is often marked with just a leftpointing arrow.
Control key
Shift key
Enter key
Backspace key
Cursor control keys PgUp PgDp Ins Del Esc Left cursor control key shown in the text as Left Right cursor control key shown in the text as Right Up cursor control key shown in the text as Up DOWN cursor control key shown in text as Down Page up key Page down key Insert key Delete key (not to be confused with the Backspace key) used to delete to the right of the cursor. Escape key
Drag
Point
To press and hold down the mouse button while you move the mouse lightly on the desk.
To move the mouse until the mouse pointer on the screen point to the item of choice.
Short cut menus - the Right mouse button Many things described in this manual can also be performed in another way. One of the most useful features is the short-cut menu. This provides quick access to some menu commands, and is especially useful for: Formatting numbers, and text. Copying & Pasting. Inserting Rows & Columns. Adding Patterns and Borders. Showing Toolbars. Using the short-cut menu Click on the Right mouse button while the cursor is over a selected area or part of the screen. The options on the short-cut menu will change depending on what you are doing at the time. So selecting a row or column will give you the option to change row height or column width.
Move to bottom-right cell of current worksheet. Move to cell A1. Move to bottom-right cell of current worksheet. Moves cursor up one screen. Moves cursor down one screen
USAGE:
Sometimes cell entries are too long to fit into the standard width columns. Text will appear to "spill" over into adjacent cells as long as those cells are empty. If the adjacent cells are not empty, Excel will truncate the text. When entering large numbers, however, Excel will display the number in scientific notation if the column is not wide enough to display the entire number. You may also see a large number (resulting from a formula) displayed as ##### - indicating that the column is not wide enough to display the answer contained within the cell. However, if you apply formatting (such as dollar signs), Excel will automatically adjust the column to fit the largest entry so that the number remains visible. Should a cell be too narrow for text or numbers that you have entered, you can widen the column in which the entry is located by following the steps outlined below:
Place the mouse pointer in the column heading area to the right of the lettered column to adjust. Make sure the mouse pointer is on the column margin line. The pointer changes to a cross-hair indicating you are on the margin line.
Click and drag the column margin line either to the right (expanding it) or to the left (shrinking it).
Page
In the example above, column F is being stretched to the right. Notice the "cross-hair". NOTE: To change the height of a row, place the mouse pointer on the bottom line of the row number (located on the left side of the worksheet). A thin cross-hair will appear. When you see the thin cross-hair, drag the mouse up/down to adjust the rows height. TIP: If you double-click the column or row margin line, Excel will automatically adjust the width of the column or row to fit the largest cell in the column/row. NOTE: You may also change the width of multiple columns or rows at once, by selecting the columns or rows (by clicking and dragging the mouse over each of the column letters or row numbers) before adjusting their width/height.
MENU:
ormat column
F
Select
You must have the entire column or the widest entry selected for this option to work. Page 8
Saving again
1. Click on the Save icon. Will automatically save under the same name and replace the old one.
Print Preview
Click on the Print Preview icon. Zooming In & Out
To zoom in: 1. Move the mouse over the area to zoom in on. 2. Notice your cursor is now in the shape of a magnifying glass. 3. Click. To zoom out:: Click once more on page
Printing
Click on the Print icon. A dialogue box will appear informing you that the spreadsheet is printing. When the box goes the spreadsheet will be printed.
OR
You can print from the File menu. 1. Click on the File menu. 2. Click on print. 3. Click on OK. Printing using the Print icon will use whatever the previous print settings were. You can change the number of copies, the page range and what you want to print only through the print option in the File menu. Printing only part of the spreadsheet 1. Select the area you want to print by clicking on the left mouse button and dragging it over the area. 2. Click on the File menu. 3. Click on print. 4. You will now be taken into the print dialogue box and you must specify here what you want to print. 5. Click on Selection in the print what box 6. Click on Exit. Page 9
Excel Made Simple Exiting Excel 1. Click on the File menu. 2. Click on Exit. If you havent saved any of your worksheets you will be asked if you want to save before you are allowed to Exit.
Exercise 2
Enter the following data into your worksheet. COMPUTER STUDIES LTD Department Accounts Admin Marketing Sales Research Total / Month Save the spreadsheet as EXC 1. 1. Practice moving around your worksheet. Notice how the Cell Address in Line 3 changes as the cursor box moves. 2. Column A is not wide enough to fit the headings in it so they seem to carry on into the next column. Change the width of this column so that it is wide enough. 3. Save the spreadsheet to your floppy disk as EXC 2. January 10500 12500 8000 14000 3500 February 8550 12000 7000 12500 3750 March 14500 13000 9500 16000 3600 April 12200 14900 9000 16200 3800 Total
Chapter 3:
Opening one of the last 4 worksheets you worked on 1. Click on the File menu. 2. The last four files you used will be listed at the bottom of the File menu. 3. Click on the desired worksheet. Opening from a floppy disk i. Click on the File open icon. ii. Click on the arrow underneath Drives. iii. Click on 31/2 floppy A: iv. Click on the desired worksheet. v. Click OK Replacing the contents of a cell 1. Select the cell. 2. Type in the new contents and press Return (or click on the tick). Correcting the contents of a cell i. Double-click on the cell. ii. ( Or press F2 ). iii. Make the changes you want. iv. Use the arrow keys, DEL and Backspace to alter cell contents. v. Press Return. Page 10
Excel Made Simple Erasing cells You can erase ( blank ) the contents of any cell or cells as follows: i. Select Cell (s). Click on the cell to be blanked. ii. Press Delete on the keyboard. Undo If you make a mistake and change a cell you didnt mean to - or even accidentally delete a whole range of cells - your cell - you can use the Undo command. Click on the Undo button. (Or Edit menu and then select Undo ). Deleting Rows and Columns You can use this option to delete row or columns. TAKE CARE not to delete cell with information you need. 1. Highlight the range of cell you want to delete. 2. By clicking on the first cell and dragging your mouse over the rest of them to highlight them. 3. Click on the Edit menu. 4. Click on Delete. 5. The Delete dialogue box will appear. 6. Select Entire Row or Entire Column and click on OK. You row / column has now been deleted and everything else shifts to replace it. Remember you can also use the right mouse button, after you have highlighted the cells, to bring up the short-cut menu. Insert Row and Column Excel allows you insert one or more columns / rows in your worksheet. You have selected the same number of rows as you are inserting to the right or below where you want them. Inserting a row Select the row below the row you want to insert a row. Click on the Insert menu. Click on Rows. Inserting a Column Select any cell to the right of the place you want to insert a column. Click on the Insert menu. Click on Columns. Inserting several Rows or Columns Click and drag over number of columns or rows to be inserted. Click on the Insert menu. Click on Rows or Columns
Exercise 3
1. Open your spreadsheet file EXC2. XLS from your floppy disk. 2. The March figure for Accounts is incorrect. Delete this figure and replace it with 15000. Also the Research department has been renamed Development. 3. The Sales department no longer exists. Delete this row completely from the spreadsheet. 4. Three new departments have been added. Insert three blank rows after Development. 5. Type in the three new department names: Personnel Training Promotions Page 11
Excel Made Simple 6. Insert two blank columns after the column for April. These will be columns for May and June. Enter the following figures for May and June: May Accounts Admin Marketing Development Personnel Training Promotions 12500 11500 10000 4000 12000 16000 12500 June 13500 12500 9700 3600 12500 14000 11000
7. Save your spreadsheet with the filename EXC3 8. Exit Excel and return to Program Manager.
Creating a Series Using Auto fill Lets start by entering the months of the year. You will use the Series function, which allows you to enter the first value in the series and have the computer enter the rest.
1. Move the cursor to cell A1. 2. Type January. 3. Click on the checkmark located on the Formula bar. This will enter January into the cell. Clicking on the checkmark is similar to pressing Enter.
4. Drag the Fill Handle (the small square located in the lower right corner of the cell) to cell A12. Point to the Fill Handle and hold down the left mouse button while you move the cursor down to cell A12. The months February through December should fill the cells.
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Cell Addresses In spreadsheets, formulae often include Cell addresses of numeric data. For example, if you wanted to sum the figures in columns A, B, C, and D:
A 15
B 20
C 12
D 15
Then your formula would use the cell addresses. So in cell E1 you would enter the formula: =A1+B1+C1+D1. Excel will calculate this for you and putt the answer in cell E1. It is important to always use cell addresses for formulae, For example, if you changed the figure in cell B1 above, the total would change as well because the formulae contained the address or location of that cell and it doesnt actually matter what value was in there. If you had not used the cell address and used actual number in the formula d 20 in it, when you change that figure the total would not change. You would have to go and change the formula. Entering a formula 1. Select the cell where the result is to appear. 2. Type = and then the formula. For example, type in =B4+B5+B6 3. Press Return or click on the tick. Entering a formula by pointing You dont need to write in the cell references. Simply point to them instead. 1. Select the cell where the result is to appear. 2. Typing = 3. Click on the first cell. 4. Type + 5. Click on the next cell. 6. Repeat this until you have entered all the cell addresses. Press Return or click on the tick. Pointing can be used on all formulas, instead of typing them. Order of precedence Where data has several operations to be performed on it, rules of precedence determine the order in which the operations are carried out. he order of precedence is: () Brackets The BDMAS rule. /* Division, Multiplication +Addition, Subtraction Page 13
Excel Made Simple It is important to follow this rule, because this order of precedence can affect your answer.
For example: 20 - 3 * 5
Using the order of precedence rule then you would first multiply 3* 5 and then subtract the answer from 20. So your answer would be 5. However, if you had not used the rule and subtracted 20 - 3 and then multiplied by 5, you would have got an incorrect answer of 85. Example exercise: Try these examples now:1. (5 - 3) * 5 3. 3 + 7 + 4 * 2 5. (5 -2) * 3 + (8 - 6 / 2)
2. 5 - 3 * 5 4. (5 - 3) * (1 + 4) / 4 6. 9 + 6 / 3 - 2 * 4
Aligning Text /Numbers within a cell You can align your text or numbers within a cell so that they are on the left, in the centre, or on the right. Left Centre Right 1. Heres how you do it 2. Select the cells you want to change. 3. Click on the appropriate icon:Take a look at the picture of the Formatting toolbar. There are 3 icons in the middle used for aligning text. These are: Left Align, Right Align and Centre. Centering Text / Numbers across columns This is useful to centre a heading across a table for instance. 1. Select the cell to centre and the range to centre across. 2. Click on the Centre Across Columns icon. This is next to the Right Align icon. NOTE: When you centre across columns the text looks as if it s in a new cell. Its not, its just displayed that way. To edit it you must select the original cell ( You can check if you have correct one by seeing if the text appears on the entry line ). Closing a worksheet 1 Click on the File menu. 2 Click Close. Starting a New blank worksheet Click on the New File icon.
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NOTE:
You dont have to type the final bracket in the =SUM(B4:B11) function, Excel will do it for you when press Return.
Summing by Pointing
Select the cell where the result is to appear. Type =SUM( Click and drag over the figures to add. Press Return.
The Golden Rule for the SUM Function When adding a row or column of figures using =SUM(), you should follow this rule. Always have a blank row between the last item and the SUM Formula, and make sure it is included in the SUM range even though there are no figures in that cell. This is because if you insert extra rows, and add some more figures, the formula will automatically adjust, provided you had followed this rule. Using AutoSum for quick SUM When you use AutoSum, Excel will make a guess at what you wanted to add up and put the SUM() calculation on the entry line. The figures to be added up will be surrounded by a flashing dotted line. Select the cell where you want the result to appear. Click on the AutoSum icon. Shown by this symbol on the Standard toolbar. Check to see that Excel has guessed correctly by looking at the flashing dotted line. Press Return. The result will appear in the cell. The AutoSum icon on the Standard toolbar automatically creates a SUM function. The following illustrates using the SUM function to total the Region 1 sales: 1. Press F5. Page 15
Excel Made Simple 2. Type B16. 3. Press Enter. 4. Click on the AutoSum button, which is located on the Standard toolbar.
5. Press Enter.
What if Excel guesss wrong
If the numbers highlighted are not the ones you want to add up, then use the mouse to highlight the correct numbers before you press return.
Copying Data / Formulas The Copy command is used to copy Text, numbers, formulae, functions and their formats from one or more cells to the corresponding number of cells. This can greatly speed up your work. NOTE: The cells to be copied to must be empty, otherwise the data in them will be replaced.
Copying data
Copying can be done with the Copy and Paste icons. 1? Select the cells you want to copy. 2? Click on the Copy icon on the Standard toolbar. 3? Go to the top left of the range you want to copy to. 4? Press Return or click on the Paste icon.
Copy and Paste Icons Copying formulas When you copy formulas like =SUM(B3.E3) to other places on your worksheet, Excel automatically Page 16
Excel Made Simple adjusts them so that they add up the correct figures. This is because any cell references in formulas, they are copied. For example A B C D 9 10 Total =SUM(B3.B9) If you copied the formulas in cell B10 into cells C10 and D10, then the cell references will be adjusted and the formulas will become: =SUM(C3.C9) For cell C10 =SUM(D3.D9) For cell D10
Exercise 5 Enter the following data into a blank worksheet. 1? Set column width to 13.00 for the whole worksheet before you begin. NOTE: When you are setting the column width, look at the box above column A. While you are using the cross arrow to set the width, the width is shown in that box.
1. Save the spreadsheet as EXC5 2. Continue working on your spreadsheet. We will now space it out a bit more as follows: a? Insert one empty row after the heading Enterprise Computer P/c. Remember to place your cursor in the row below the on you want to insert. 3. Insert one blank row after Income, Overheads, Wages and then one after Total Exp. 3. Centre heading Enterprise Computer P/c across the columns in the first row 4. Align the month headings so that they are centred. 5. In cell F5, insert a formula to sum up all the figures for Cash Sales. Use the =Sum() function. Copy this formula down to Credit Sales. 6. In cell F9, use the Autosum icon to sum the totals for Rent. Copy this formula down to all the Page 17
Excel Made Simple other Overheads - until Wages. Use the Sum function to find the Total Expenditure for January. Copy this formula to the other months. Insert a formula in column B, to calculate Profit / Loss for January. Profit / Loss =Cash Sales + Credit Sales - Total Expenditure. ** Remember ** Use Cell addressing and not the actual figures. Save the spreadsheet again, replacing the old one. (Use the save icon to do it automatically). Print the whole spreadsheet. Exit the spreadsheet program.
=MIN ( range ) Minimum value in a range of cells. These functions are used in the same way as the =SUM() function.
Decimal Places
An Integer is a whole number without a fractional part. For example, 1 2 3 4 5 6 7 8 9 10. A Real number is a number with one or more decimal places. For example, 1.2, 2.5 8.0. Decimal places are used to indicate fractional part. For example, is written as 0.5. In spreadsheets the number of decimal place is fixed. The cell display (what you can see in the cell on the worksheet) shows the number of decimal places set, regardless of the number of decimal places entered (cell content). For example, if the format is fixed to 2 decimal places, 2.19387 is displayed as 2.19 and 7.9773 is displayed as 7.98.
Excel Made Simple To 2 decimal places Rounding error 23.5694 Change the format of a range of numeric data Numeric data is displayed in a certain format in spreadsheets, depending on how it is set. You can change the format of the way that numbers are displayed. For example, you can specify the number of decimal places, whether the number is currency, percent, etc. Any changes made to the presentation of data is called Formatting. 1. Select the cell (s) to format. 2. Click on the Format menu. Click on Cells. 3. Select Number from the Category list on the left. 4. Select the Format Type you want. For example, 0.00. 5. Click on OK. Formatting using the icons You can also use the Formatting toolbar icons. Take a look at the picture of the formatting toolbar . Notice there are icons for Currency, Percentage, Increase Decimal, and Decrease Decimal. You can change the format of any number (s) simply by clicking on any of these. 1. Select cell (s) 2. Click the required format icon. Percentages Percentages are used in 2 ways: 1. To calculate the percentage of a number. For example, 70% 0f 200 is : 70/100 * 200 = 140 2. To express a number as a percentage. In Excel, the percentage symbol can be used in the formula. For example: Multiplying by 100 gives a number as a percentage. For example, 0.784 written as a percentage would be: 0.78.4%. Remember that Percent means Per Hundred. Thus, 20% is 20 per hundred or 20/100. In spreadsheets, Excel automatically multiplies a number by 100 when you format the display to percentage. Formatting numbers as percentage 1. Select the cell (s). 2. Click on the Percent icon on the Formatting toolbar.
Exercise 6
1 2 3 Set the worksheet column width to 12.00. Change the width of column A only to 14.0 Enter the following data into your blank worksheet. 1st quarter 25000 2nd Quarter 20000 3rd Quarter 35000 4th Quarter 25000 YEARLY
General & Admin Consultant fees Total Expenses Net before Tax Income Tax Net Income Average Cost in year Right align all the column headings in row 2. 4. 5. 6. 7. 8. 9. 12. 13. 14. Costs = 60% of Sales. Calculate the Costs figure for quarter. Remember to use cell addressing for the Sales figure - the formula for Costs for the 1st Quarter would be: =B5 * 60 / 100. Enter this formula and copy it to the other cells. Save the file as EXC6. Calculate the Profit for each quarter. Profit = Sales - Costs. Remember to use cell addressing again. Calculate the General & Admin Expenses. (= 15% of Sales) Calculate the Consultant fees. (=12% of Sales). Calculate the Total Expenses. Calculate Income Tax. (=20% of Net before Tax). Calculate Net Income =(Net before tax - Income tax). Use the =SUM() function to calculate the YEARLY figures.
15. Use the =AVERAGE() function to find the Average Cost in year in cell B21. (This is the average of the four cost figures) 16. 17. 18. 19. Format all the numbers to Currency with 0 decimal places. Save the spreadsheet again. Print the whole spreadsheet. Exit Excel and return to the Program Managers.
Chapter 7: Chart/Graphs
Chart Wizard
The Chart Wizard brings you through the process of creating a chart by displaying a series of dialog boxes. Enter the data into the worksheet and highlight all the cells that will be included in the chart including headers.
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Click the Chart Wizard button on the standard toolbar to view the first Chart Wizard dialog box. Chart Type - Choose the Chart type and the Chart subtype if necessary. Click Next. Chart Source Data - Select the data range (if different from the area highlighted in step 1) and click Next.
Chart Options - Enter the name of the chart and titles for the X- and Y-axes. Clicking on the tabs can change other options for the axes, grid lines, legend, data labels, and data table. Press Next to move to the next set of options. Chart Location - Click As new sheet if the chart should be placed on a new, blank worksheet or select As object in if the chart should be embedded in an existing sheet and select the worksheet from the drop-own menu. Click Finish to create the chart.
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Excel Made Simple Resizing the Chart To resize the chart, click on its border and drag any of the nine black handles to change the size. Handles on the corners will resize the chart proportionally while handles along the lines will stretch the chart. Moving the Chart Select the border of the chart, hold down the left mouse button, and drag the chart to a new location. Elements within the chart such as the title and labels may also be moved within the chart. Click on the element to activate it, and use the mouse to drag the element to move it. Chart Formatting Toolbar
Chart Objects List - To select an object on the chart to format, click the object on the chart or select the object from the Chart Objects List and click the Format button. A window containing the properties of that object will then appear to make formatting changes. Chart Type - Click the arrowhead on the chart type button to select a different type of chart. Legend Toggle - Show or hide the chart legend by clicking this toggle button. Data Table view - Display the data table instead of the chart by clicking the Data Table toggle button. Display Data by Column or Row - Charts the data by columns or rows according to the data sheet. Angle Text - Select the category or value axis and click the Angle Downward or Angle Upward button to angle the the selected by +/- 45 degrees.
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Copying the Chart to Microsoft Word A finished chart can be copied into a Microsoft Word document. Select the chart and click Copy. Open the destination document in Word and click Paste.
Practice
Using Exercise 6, to plot a chart for sales and cost figures)
Excel Made Simple 3. Press Return. The date and time now be placed in the cell. To change the look of this: 1. Click on format. 2. Click on Number. 3. Click on Date (or Time) in the Category column. 4. Click on the date format required. 5. Click on OK. Page numbering Excel 5.0 insert page numbers automatically. You can use the Header/Footer option to change their position, size, etc.
Page Setup
The Page Setup option in the file menu can be used to change margins, paper size and orientation. This can also be used to set header and footer and also sheet options. Use Landscape or portrait orientation
Portrait
Landscapes
Page Size
You can manually change the size of the page in the Page Setup dialogue box. When you change to Landscape or Portrait, the page size automatically adjusts itself.
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Margins
The spaces around the text on the left, right, top bottom are the margins. The margins are preset in Excel as 1 from the top, bottom, left and right hand-side of the page. These can be changed to any other settings through the page setup option in the file menu.
Horizontally centered: The lines the same distance from the left the and right margins.
Vertically centered: The lines are the same distance from the top and bottom margins.
Excel Made Simple c) Adjust the size of the spreadsheet so that it fits most of the page when in landscape mode. 8. Change the margin setting to 2 on the left and the right. 9. Print out a copy. 10. Change back to the margin default settings. Save your file. 11. Close your file and exit Excel.
Excel Made Simple the interest figure would stay the same because it is absolute. Creating a formula with absolute cell references 1. Select the cell where the answer is going to go. 2. Type =. 3. Select or type in the first cell reference. 4. Press the F4 key to put the dollars in. 5. Type the maths bit such as + or *. 6. Select or type in next cell reference. 7. Press the F4 key to put the dollars in if needed. 8. And so on until you have created your formula. 9. Press Return.
Excel Made Simple 15. Insert a header containing a date code. 16. Insert footer containing your name and centre name. 17. Print out the spreadsheet in Landscape mode. Scale the output on the page necessary. Use the Print Preview option to view your worksheet to make sure it is correct and laid out properly before you print. This avoids wasting paper. 18. Print out only columns H and I. 19. Exit the spreadsheet program.
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A 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
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Logical data type Logical date type is used to represent either one of two values - TRUE or FALSE. For example: 3 = 4 is False. 3 = 4 is True. In spreadsheets, logical data types are only used as part of a formula containing relational operators.
Example exercise
Specify whether the following are TRUE or FALSE: 1. 6 = 7 3. 8 <> 5 2. 10 = 10 4. 16 > 9 Logical functions and IF statements The most commonly used logical function is =IF function. With it you can give your spreadsheet some intelligence. You can use it to choose between two alternatives. The =IF function takes the following format: =IF(this condition is TRUE, put this in the cell, otherwise if FALSE put this in cell). For example, a student will either pass or fail, depending on whether his/her result is greater or less than a preset pass mark. An IF statement would serve this situation: If final mark >= pass mark then PASS else FAIL You would write it like this in Excel: =IF(FINAL MARK>=PASSMARK, PASS, FAIL) The PASS and FAIL options are written in quotes because they are character strings which will be typed out exactly as they are. The must be written in quotes, otherwise Excel will try to evaluate them, and will not be able to. When writing out the condition part of the statement (final mark>pass mark), you must use cell addresses. The IF function works like any other formula. You type it into the cell you want your answer to go in, and the answer is displayed. Further logical operators Sometimes the condition part of the =IF statement is a combination of two conditions. In this case can use the following operators to combine them:
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Date menu. Microsoft Excel automatically selects the whole list for you. Microsoft Excel detects your column labels, even when they occupy double rows, and excludes them from the sort. You can use the column labels to identify the columns you want to sort by. Microsoft Excel uses the following guidelines when sorting data: If you sort by one column, rows with duplicate in that column remain in their original order. Rows with blank cells in the sort column are placed last in the sorted list. Hidden rows are not moved, unless they part of an outline. The sort options - selected column, order (ascending or descending), and orientation (top to bottom or left to right) - are saved from the last time you sorted until you change them or change the selection or column labels. If you sort by more than one column, rows with duplicate items in the primary column are sorted according to the second column you specify. Rows with duplicate items in the second column are sorted according to the third column you specify. Sorting Ascending button If you are sorting a list, this icon sorts the current list from the lowest value to the highest value, using the column that contains the active cell. For example, A - Z or 1 - 10. Any sorting options used in a previous sort operation are also applied.
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Exercise 9
1. Set the width of all the columns to 13.00 and create the following spreadsheet. 2. Centre the heading XYZ... across the columns, bold and enlarge it. 3. Right align all the column headings on row 3 and make them bold and italic. A 1. 2. 3. Interest Rate = B C D E F
4. 5.
Profit / Loss
6. Smith 1000 7. Jones 2000 8. OConnor 2500 9. Mitchell 3000 10 Broderick 3500 . 11 Ahmed 4000 . 12 Lola 4500 . 4. Type in the details shown above.
5. Enter the interest in cell B2 as 14/100 and then format it to Percent and 0 decimal places. 6. Calculate the amount of interest paid by each borrower. Interest = 14% of amount borrowed. 7. Format the figures for amount, interest, total payable, and actual paid to Currency and 0 decimal places. 8. Interest an =IF statement in cell F6 to find out whether a Profit or Loss has been made. It would be written like this, but remember to use relative cell addressing!!. IF actual paid >= total payable then PROFIT else LOSS 9. Copy this formula to the other cells in column F to see whether each one is a profit or a loss. 10. Sort the customer names in ascending order. Save the spreadsheet as EXC9. 11. Print the entire spreadsheet. Centre it on the page. 12. Exit Excel.
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Scenario
A scenario is a set of values that Microsoft Excel saves and can substitute automatically in your worksheet. You can use scenarios to forecast the outcome of a worksheet model. You can create and save different groups of values on a worksheet and then switch to any of these new scenarios to view different results. Creating scenarios For example, if you want to create a budget but are uncertain of your revenue, you can define different values for the revenue and then switch between the scenarios to perform what-if analyses. 1 2 3 A Gross Revenue Cost of Goods Sold Gross Profit B 50,000 13,200 36,800
In the example above, you could name the scenario Worst Case, set the value in cell B1 to $50,000, and set the value in cell B2 to $13,200. 1 2 3 A Gross Revenue Cost of Goods Sold Gross Profit B 150,000 26,000 124,000
You could name the second scenario Best Case and change the values in B1 to $150,000 and B2 to $26,000. Scenario summary reports To compare several scenarios, you can create a report that summarizes them on the same page. The report can list the scenarios side by side or summarize them in a PivotTable report.
Create a scenario
1. On the Tools menu, click Scenarios. 1. Click Add. 2. In the Scenario name box, type a name for the scenario. 3. In the Changing cells box, enter the references for the cells that you want to change. 4. Under Protection, select the options you want. 5. Click OK. 6. In the Scenario Values dialog box, type the values you want for the changing cells. 7. To create the scenario, click OK.
To create additional scenarios, click Add, and then repeat steps 3-7. When you finish creating scenario, click OK, and then click Close in the Scenario Manager dialog box. Tip To preserve the original values for the changing cells, create a scenario that uses the original cell values before you create scenarios that change the values
More information go to help Create a scenario Display a scenario Copyright OAK Computer Training School Page 34
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