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Intro to Info TechEXCEL
Copyright 2013 by Janson Industries
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Assg1 Assg2
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Objectives Explain
Basic spreadsheet concepts
Relative/Absolute addresses
Charts
Expressions
Show how to:
Create, edit, and save spreadsheets using Excel
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Concepts Spreadsheet is made up of rows and
columns (cols), essentially a table
Excel calls this a worksheet
Col(s) identified with a letter(s): A
Row(s) identified with a number(s): 1
Intersection of row & col is a cell
Cells identified by col letter followed by the row number: A1
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Concepts Cells hold the contents of the
spreadsheet
Use the arrow keys to move between cells or click on a cell
SS will scroll when you reach the bottom of the screen
To enter data, move the cursor to the cell and start typing
Multiple worksheets can be stored in a single PC file called a workbook
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Like Word, when first started can create from a template or create blank SpreadSheet (SS)
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Standard tabs and ribbons
Active cell (where cursor is) has border around and address displayed in Name box
Border shows row numbers, column letters, and active
row/col is highlighted SS can have many
sheets
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Moving In the Spreadsheet Up, down, right, and left arrows
move one cell at a time
Page down and Page up moves 1 screen of rows (default)
When at the edge of the screen, up, down, right, and left arrows scroll one row/column at a time
Ctrl+Home moves cell A1 to upper left of SS
Go to a cell: enter cell address in Name box and press Enter
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Spreadsheet Data Two general categories
Text: descriptive info
Values: can perform logic and mathematical functions against
Values broken into
Static numbers/Fixed Constants
Formulas
Functions
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When entering data Excel will distinguish between text and
values.
E.g. text is left justified in the cellbut values are right justified
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SS Data Text can consist of numeric
characters
Phone numbers
Social security numbers
Why are these considered text?
No mathematical functions will be performed against them!
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SS Data There are some special values
that SS’s recognize
Dates
Times
SS’s will uniquely format these values and provide special functions
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SS Data and Formulas Formulas begin with an = and are
composed of standard mathematical functions: Exponents ^ Multiplication & Division * / Addition & Subtraction + –
This is also the order of precedence (and within the formula, left to right)
Can change OOP with ()
Examples: =1+2 , = 2+4/2 , =(2+4)/2
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SS Data - Formulas Formulas can also include cell
addresses instead of static numbers Example: =G6+G7
Formulas with static numbers (instead of cell addresses) are considered “hard coded”
Formulas with cell addresses are considered “soft coded”
Hard coding BAAAADDDD! Soft coding GOOOODDDD! Why? Because of recalculation!
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Recalculation
If the content of a cell is changed, any dependent cells will automatically be recalculated
Good? Why?
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Cell G11 contains a hard coded formula
If we changed the Car value in cell G5 to 1000, the total would be
incorrect
Cell G11 contains a hard coded formula
Change a cell value by clicking and typingG5 changed to 1000, the total is now incorrect
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We substituted cell addresses for the static values in the formula
When the Car value in cell G5 is changed, the total in G11 is recalculated automatically by Excel
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Formulas
Lots of different ways to specify cell address
For instance, as you enter the formula, click on a cell and it will be added to the formula
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Copy and Move Standard cut, copy, & paste
Click on cell to be copied
Click cut or copy
Click on target cell
Click paste
When a cell is copied, its border changes to a moving dashed line
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G5 has been copied
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Copy and Move
To get rid of the dashed border press the Esc key
Keystroke short cuts still work
Crtrl+C or Crtrl+X then Crtrl+V
You can also cut or copy a RANGE of cells
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Ranges A rectangular set(s) of adjacent cells
To identify a range, click on the upper leftmost cell and drag to the lower rightmost cell (or visa versa)
The range will be “selected” All selected cell’s (except the current cell)
background color will change and a border will surround the cells
Range identified by: Upper left cell address A colon Lower right address
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Once selected you can cut/copy and paste just like a
single cell
Range is I4:I9
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Ranges
Ranges can be moved by dragging:
Select the range
Click and hold on the ranges’ border
Drag to the new location
Release
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Non-adjacent Ranges You can select and manipulate
multiple non-adjacent ranges
Select the first range
Press and hold the CTRL key
Select a non-adjacent range
Continue until all ranges are selected
Format, delete, copy/cut and paste
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Selected non-adjacent ranges
Result of a copy/paste to K13
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Manipulating the SS To insert a row or column
Position the cursor at the row or column were you want to insert before
Click Home tab Display Insert menu Select Insert Sheet Rows/Columns
You can also: Right click a cell Select Insert Click Entire Row or Column
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Manipulating the SS To delete a row or column
Position the cursor at the row or column to delete
Click Home tab
Display Delete menu
Select Delete Sheet Rows/Columns
To clear a row or column Click on the row number or column
letter (to select)
Press Delete key
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Manipulating the SS
Change row height or column width
Move cursor over row bottom or column right border divider
Changes cursor to
Click and drag
Of course, Undo and Redo still work
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Before you release will show you the effect
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Manipulating the SS Can also change the contents of a
cell by
Double clicking the cell to edit Puts cursor in the cell in insert mode
Click cell and click formula window to edit
Puts cursor in the formula window in insert mode
Delete, Backspace to delete a character before or after cursor
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Viewing the SS
Display formulas
Show the formula/function instead of the result of the formula/function
A lot of formatting not shown
Click Ctrl + ` (grave accent)
` is above the left Tab key
Sort of like reveal codes in Word
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Shows the cell contents rather then the result of a formula/function
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Manipulating the SS Based on the content of the selected cells,
autofill will guess what you want to input into adjacent cells
Select cells that have series of data
1,2,3
1/23/15, 1/24/15, 1/25/15
Mon, Tue, Wed
Click and drag on the fill handle
Solid square in lower right of selected cells border
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Formatting Can use the Home ribbon or
Format box
Format box provides all the functions of the Home ribbon plus More numeric formats
More alignment options
Borders
Patterns
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Can quickly change to $, %, add comma’s, change number of decimals but Home ribbon
options are limited
##### are displayed when a number can’t be displayed in the cell because cell is too small
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Solution: make font smaller or change col width
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Use Format box for most options Select range Right click range Click Format Cells
Notice the variety of number
formats
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All sorts of crazy options
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Font pane shows sample for choices selected
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Need to merge title cells & center the text
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Select the cells, display the Merge & Center menu and choose Merge & Center
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Headers and footer can be definedSwitch to Page Layout view (not PAGE LAYOUT ribbon) and click in the header or footer area
Three areas in header/footer and Design ribbon provides buttons to insert page number, date,
time, etc.Can be formatted just like any other text
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To leave header/footer view, click anywhere outside of the header or footer then click normal
view button
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SS not printing out on one pageCouple solutions
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Change Page Orientation to Landscape
Print options will be different for different printers!
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Change Scale to Fit Sheet on One Page
Makes font smaller – sometime hard to read
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Assignment
Unit G
Kite Sales Estimates
IC 2
Sales Analysis
VW
Holiday Sales Summary
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Functions Better alternative than formulas
Can be performed against ranges
Function: a predefined calculation
Ex. =A1+A2+A3 vs. =SUM(A1:A3)
Syntax: Equal sign Function word (e.g. SUM, MAX, MIN) Opening parenthesis Range Closing parenthesis
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Common functions include:
AVERAGE, MIN, MAX, COUNT
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Functions Lots of ways to enter functions:
In a cell type: =, function, (, parameters, )
Type =, function, (, select parameters with mouse cursor, press Enter
Click INSERT, select function, fill in prompt window
Buttons on ribbon (e.g. Auto sum)
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Click cell that will hold the functionDisplay Auto sum menu
Select the function
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Excel will take a guess which cells, press Enter to accept or...
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Select cells you want to sum or...
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…type in the rangeNotice the different type of border when range
typed
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If you select the cell to hold the formula first (C24) and then the range with data (C23:C20)
and ALT+=, the sum function will be inserted into the first cell (C24)
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Go to the Formulas ribbon and either: display a category menu and select the function
or..
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Click either of the Insert Function buttons, select a function, click OK
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Either way, you get a prompt window where you enter the parameters and Excel will enter the
function
Notice that there is a short explanation of the function and the parameter (where the cursor is
located) More importantly, there is a link to more help
Bolded names are required
parameters
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This help shows the syntax of the function, explanation of each parameter, valid values...
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...and examples (which you can even copy into a SS)
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What are valid values for a mortgage rate and nper?
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Date Functions Excel stores dates as a number (but
displays them in date format)
So you can perform math on dates
Find elapsed number of days
Other functions:
=TODAY() returns the current date
=WEEKDAY(DATE(1988,2,27)) returns a number representing day of the week
1=Sunday, 2 = Monday, etc
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Absolute vs. Relative Addresses Absolute Address:
123 Main St.
Relative Address: Next door
When you enter cell addresses the spreadsheet considers them relative
This is clearly shown when copying formulas/functions
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Change to formula view to help explain
Absolute vs. Relative Cell addressing
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Excel considers all three formulas the same
Advantage?
Copying the formula in C24 to D24:E24 results in:
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Absolute vs. Relative Addresses To specify an absolute address
Precede the column letter with a $
Precede the row number with a $
Example:
$A$1
When use:
When you want to reference the same cell value in many formulas
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Mixed Addresses One of the row and col
specifications is relative the other is absolute
Examples: $A1 A$1
When use: When you want to reference a
constant value in the same row or column
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Sorting and Filters
Must put the data in a table
Select the Range
Click INSERT Tab then Table
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Select Table
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Each column gets a list arrow
Drop down menu provides sorting and filtering options
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Sorting Largest to Smallest for Column1results in all the rows being sorted by the value in
Column1
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Filters allow you to restrict which rows are displayed
Click column arrow, Number Filters, then the rule...
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...fill in the value to compare to...
...click OK and …
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...only those rows who's value in the column satisfy the condition will be shown
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Conditional formatting based on value in the cells
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Select the cells and pick the highlight rule
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Default rule applied
If you don’t like the format options choose Custom Format…
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… and specify your own
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Numbers appear as pound signs (###)Column isn’t wide enough
Common problem
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Simply make the column wider
Data will be displayed
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Assignment Unit H
Northeast Region Sales
IC2 October Sales Rep Report
Send an email to [email protected] with all 5 files attached