Excel 2016 Introduction (BASIC LEVEL)
Excel 2016 Introduction (BASIC LEVEL)
2016
MS EXCEL 2016
BASIC MANUAL
TABLE OF CONTENTS
Module One: Getting Started .............................................................................................................5
Opening Excel ........................................................................................................................................... 6
Editing a Formula.................................................................................................................................... 24
Printing Data........................................................................................................................................... 62
Wrapping Up ................................................................................................................................... 70
Words from the Wise .............................................................................................................................. 70
Jim Rohn
Opening Excel
Use the following procedure to start Excel.
1. Select START (or press the Windows key on the keyboard) to open the Start menu.
3. Next, highlight the Microsoft Office program group. Select MICROSOFT OFFICE EXCEL2010.
In addition to the TABS, Excel 2010 also makes use of the QUICK ACCESS TOOLBAR from the MS Office 2007
applications.
The Formula bar is where you can edit contents of a cell. The Status Bar includes information about your
worksheet when you highlight different cells.
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View the Excel interface, including the Ribbon, worksheet area, the Formula Bar, the Quick Access
toolbar, and the Status Bar.
Quick Access
Toolbar
Ribbon
Formula Bar
Worksheet
area
Multiple
Status Bar
Worksheet Tabs
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Add an item to the Quick Access Toolbar by selecting it from the list. You can remove an item by
reopening the list and selecting the item again.
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To add a command, select the item from the list on the left and select ADD. Select OK when you have
finished.
Excel displays the Backstage View, open to the Info tab by default. A sample is illustrated below.
Understanding Worksheets
WORKSHEETS are simply collections of CELLS. A cell is the intersection of a ROW and a COLUMN. Columns
labels are letters and row labels are numbers. Only one cell can be active at a time, and that cell is called
the ACTIVE CELL. You can move around a worksheet using your mouse or your keyboard.
Understanding Workbooks
A WORKBOOK is a collection of worksheets. When you save an Excel file, you are actually saving a
workbook. A workbook includes 3 worksheets by default when you open a new file. You can change the
names of these worksheets and add more worksheets to the workbook. You can also change the order
of the worksheets.
1. At the bottom of the worksheet window, there are tabs for each worksheet in the workbook.
Click on the sheet you want to view.
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1. Right click on the sheet tab and select Rename from the context menu.
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Excel opens the new worksheet to the first cell, so that you can begin entering data right away. You can
rename the worksheet if needed.
1. Click on the worksheet tab that you want to move and drag it to the new location in the
workbook.
Being busy does not always
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work. The object of all work is production
or accomplishment and to either of these
ends there must be forethought, system,
planning, intelligence, and honest purpose,
as well as perspiration. Seeming to do is
not doing.
Entering Data
Data is entered into cells. Click the cell you want, and type the desired entry. You can enter either
numbers (VALUES) or text (LABELS) in Excel.
Once you have finished typing, you can press Tab or Enter to complete the entry.
When you type data into a cell, all of it is contained in that cell, even if it is not all visible at once. If you
cannot see all of the data in your cell, you can widen the column.
In the following example, “Household Budget” and “Car Payment” are both too long for the column
width.
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1. Click on the column you want to widen. Notice the cursor changes to a cross with double
arrows. The screen tips indicate how wide in pixels the column currently is.
Editing Data
Shown here is the relationship between the active cell and the Formula Bar.
Use the following procedure to force a line break in a cell with wrapped contents.
1. Click on the cell with wrapped contents. The contents appear in the Formula Bar.
2. Place your cursor on the Formula Bar where you would like to force a line break. Press Alt+
ENTER.
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1. Highlight the row below where you want to insert a row. Click to the left of the row number to
highlight the whole row.
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Excel opens the Spelling dialog box and begins indicating any spelling errors.
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2. Highlight the correct spelling and select Change. If the correct spelling is not listed, you can
correct the spelling by editing the text in the Not in Dictionary field.
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Charles Baudelaire
Text concatenation allows you to combine text from different cells into a single piece of text. The
operator is the & sign.
The reference operators combine a range of cells to use together in an operation. The reference
operators are:
• : Colon – A Range operator that produces a reference to all of the cells between the
references on either side of the colon
• , Comma – A Union operator that combines multiple range references
• Space – An intersection operator that returns a reference to the cells common to the
ranges in the formula
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Building a Formula
All formulas begin with the = symbol. To enter a formula, click the cell where you want the formula and
begin typing. When you click on another cell, the contents of that cell will be included in the formula.
Press Enter when you have finished entering the formula.
Use the following procedure to enter a formula to calculate the Total Value in the sample worksheet
1. Click on the Total Value column for the first product (cell D4).
2. Enter the = sign to begin the formula.
3. Click on cell B4 to use it as the first value in the formula. Excel enters the reference as part of the
formula.
6. Press ENTER to complete the formula. Excel moves to the next row and performs the
calculations in the formula.
The following illustration shows the answer to the calculation in the cell, and since the cell is active, you
can see the formula in the Formula bar.
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Editing a Formula
If you have made an error in a formula, you can easily correct it. Both the operators and the cell
references can be edited.
Use the following procedure to edit a formula. The following example uses an incorrect cell reference in
a formula.
1. Click on the cell with the formula you want to correct to make it active.
2. Click on the Formula Bar. Excel highlights the cell references in the current formula.
3. Highlight the operator or cell references and either type over with the correct reference or
operator, or click the correct cell to replace a cell reference.
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4. Press ENTER to complete the formula. Excel calculates the formula and moves to the next row.
Copying a Formula
In Excel, you often repeat the same formula, changing only the cells you are referencing. You can easily
copy the formula instead of having to re-enter it multiple times. If you are familiar with copy and paste
from other applications, this is an easy way to copy a formula. You can also paste in multiple cells at
once by highlighting all of them before pasting.
1. Right click on the cell with the formula you want to copy. This displays the context menu. Select
Copy. You can also click on the cell and use the keyboard shortcut: CTRL + C.
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Excel highlights the cell whose contents you are copying. This will remain highlighted until you finish
pasting, in case you want to paste the cell contents more than once.
2. Right click on the cell where you want to copy the formula. Excel displays a number of paste
options. To paste a formula, select Paste or Paste formula. You can also click on the cell and use
the keyboard shortcut: CTRL + V.
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3. You can repeat the paste as many times as desired. Or you can highlight multiple cells at once
before pasting to repeat the paste for all highlighted cells.
4. Press ENTER to stop pasting.
2. Click on the Taxes column for the first product (cell E4).
3. Enter the = sign to begin the formula.
4. Click on cell B16 to use it as the first value in the formula. Excel enters the reference as part of
the formula. Use the Formula Bar to enter dollar signs before the column and the row (i.e.,
$B$16).
5. Enter * and the relative reference in the Total Value column.
6. Press ENTER to complete the formula. Excel moves to the next row and performs the
calculations in the formula.
Copy the formula for the other products and click on some of them to see the results.
Use the following procedure to open the Insert Function dialog box.
1. Click the Insert Function tool right next to the Formula Bar.
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Investigate the different categories and functions in the Insert Function dialog box. View the bottom
part of the screen where the syntax and description of the function appear.
Use the following procedure to use a SUM function to add the total for each category in the sample file
1. Click on the Total –First Six Months column for the first category (cell H5).
2. Click on the SUM tool in the Editing Group on the Home tab of the Ribbon.
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3. Excel enters the function with a default selection of the cell references you want to use in the
function highlighted.
4. If the cell references are not accurate, you can drag the highlighted area to include additional
cells or remove cells you do not want used in the function.
5. Press ENTER to complete the function.
Excel performs the calculation and moves to the next row. In the following illustration, the cell with the
function is active, so that you can see the function syntax in the Formula Bar and the result in the cell.
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Use the following procedure to use the AVERAGE function as an example of another function.
4. Select Average.
Excel enters the function with the most likely cell references.
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5. Replace the cell references so that cell H5 is not included in the average.
1. Right click on the Status Bar to see a list of Functions that can be displayed. For this example,
select MIN and MAX.
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2. Press ESC or click elsewhere in the worksheet to close the Customize Status Bar list.
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The old functions are available if you need backward compatibility. If you do not need compatibility with
previous versions of Excel, always use the new function names for best performance.
Shown here are the icons that appear when entering a function name. The old names have a yellow
warning triangle next to them.
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Quick Tip: Use the Undo arrow on the
Quick Access toolbar to reverse unwanted
changes.
1. Click on the cell or highlight a number of cells that you want to format.
2. Right-click to display the context menu, or use the formatting tools on the Home tab.
a. Use the Font drop down list to select a new font for the text.
b. Use the Font Size drop down list to select a new font size for the text. Alternatively, you
can use the Increase Font Size or Decrease Font Size tools to adjust the font size2 point
sizes at a time.
c. Select Bold, Italics, or Underline to add these features to your text.
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1. Click on the cell or highlight the cell range that you want to format.
2. Select the type of number formatting you want to use from the Number group drop down list in
the Home tab of the Ribbon.
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3. Select the Decrease Decimal tool (2 times) to remove the decimal places.
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1. Click on the cell or highlight the cell range that you want to align.
2. Select the type of alignment you want to use from the Alignment group tools in the Home tab of
the Ribbon.
Using Merge
Merge allows you to combine two or more cells into a single cell. This is useful for centering text across
several columns.
Removing Formatting
Formatting is not removed when you delete the contents of a cell. To see this, select a cell with
formatting, and press Delete on your keyboard. Re-type the contents, and you’ll see that the new
contents are formatted. You must clear the formatting if you no longer need it.
1. Click on the cell or highlight the cell range that you want to clear.
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2. Select the Clear tool from the Home tab on the Ribbon.
Adding Borders
By default, there are no borders around any of the cells. However, you can add a variety of different
borders using the Border button.
1. Highlight the cell or cell range where you want to apply your border.
2. Select the type of border you want to apply from the Borders tool on the Home tab of the
Ribbon.
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1. Highlight the cell or cell range where you want to apply your fill color.
2. Select the color you want to apply from the Fill Color tool on the Home tab of the Ribbon.
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1. Highlight the cell or cell range where you want to apply your style.
2. Select the Cell Styles tool from the Home tab of the Ribbon to see the style gallery.
3. Select the style that you want to apply. You can see a preview before you select a style.
1. Highlight the cell or cell range where you want to apply your style.
2. Select the Cell Styles tool from the Home tab of the Ribbon to see the style gallery.
3. Select New Cell Style to open the Style dialog box.
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8. Select OK to save your style and close the Style dialog box.
The new style appears at the top of the Cell Style gallery.
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Elbert Hubbard
Using AutoFill
AutoFill is a feature that quickly creates copies of a cell based on that cell’s contents. If the cell contains
a formula, the formula is repeated with relative references. If the cell contains a date, AutoFill creates a
list with that date as the starting point.
To use AutoFill, simply select the AutoFill handle and drag to fill the contents of consecutive rows or
columns. The AutoFill handle is present for the active cell. It is a small square at the bottom right corner
of the cell.
Use the following procedure to copy a formula using the AutoFill handle. This example uses the formula
in the “# Left to reorder” column in the Inventory sample worksheet.
1. Click on the cell with the formula you want to copy. Excel displays a handle around the cell.
2. Drag the handle at the bottom right corner of the cell to the end of the range of cells where you
want to copy the formula.
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3. Release the mouse button at the end of the range. Excel displays a menu to help determine you
AutoFill options. For this example, we want to Copy Cells.
Use the following procedure to create a list using AutoFill. This example creates new columns in the
Budget worksheet to cover the second six months.
1. Create a new column heading with the text “July” in cell J4.
2. Click on that cell to make it active. Excel displays a handle around the cell.
3. Drag the handle across the columns. Excel displays a screen tip showing what AutoFill will place
in those cells.
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4. Release the mouse button at the end of the range. Excel displays a menu to help determine you
AutoFill options. For this example, you can choose either Fill Series or Fill Months.
Using AutoComplete
AutoComplete is an Excel feature that helps you save time. You can begin typing the name of a function
that you want to use in a cell. Excel displays a list of functions that start with those letters. Then you can
simply select the appropriate function from the drop-down list. This helps save time for the functions
you use frequently. It also helps ensure accuracy for your arguments in the function.
1. Begin typing the SUM function. As soon as you type the Equals sign and the letter S, Excel
displays a possible list of matching functions.
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2. To select the SUM Function from the list, double-click on the SUM function.
3. Excel enters the function, but you must still enter the arguments. You can simply click on
multiple cells, or click and drag to select a cell range. You can also type in the cell references.
Adding Sparklines
Sparklines are tiny charts that are actually in the background of a cell. Sparklines can be used to visually
display trends that might be harder to spot just from the data alone. Sparklines provide valuable
information at just a glance.
Use the following procedure to create a sparkline. This example shows a sparkline for the “heat”
category on the budget.
Saving Files
The new Backstage View provides options for saving your files. You can also save a previously saved file
using the keyboard shortcut or the Quick Access Toolbar.
2. Select Save or Save As. (For unsaved data, either works the same.)
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1. Select the File tab to open the Backstage view. Select the Share tab.
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2. Select Create PDF/XPS Document under File Types. Select Create PDF/XPS Document.
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1. Select the File tab to open the Backstage view. Select the Share tab.
Excel opens an E-mail message with the file attached. You can enter the addressee and message
contents as needed.
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Closing Files
If you have finished working on a workbook, but are continuing to work in Excel, you should close the
file.
2. Select Close.
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Opening Files
The Backstage View includes the Open command, as well as a list of recently used files. You can use
either method, or the Ctrl + O keyboard shortcut to open a file.
2. Navigate to the location of the file you want to open. Highlight one or more files to open them.
3. Select Open.
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• Themes
• Page Setup
• Scale to Fit
• Sheet Options
• Arrange
1. Select Custom Margins from the Margins tool on the Page Layout tab of the Ribbon.
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2. Use the up and/or down arrows to control each of the margins (in inches). When have finished,
select OK.
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Printing Data
You can print a worksheet, an entire workbook, or any part of a worksheet. You can either print the
active sheet (Quick Print) or control exactly what you print using the Print dialog.
We can chart our future
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only when we know the path which has led
to the present.
Inserting a Chart
You can create a visual representation of your data by inserting a chart. It’s as simple as selecting the
data you want to represent and then selecting the type of chart you want to use.
• The Chart area includes all other parts of the chart that appear inside the chart window.
• A data marker represents a single value in the worksheet. Depending on the type of chart, this
may be a bar, a pie slice, or another shape or pattern.
• A group of related values make up the chart data series. Charts usually have more than one data
series, except pie charts, which only represents one data series.
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• An axis is a reference line for plotting data. A two-dimensional chart has an X-axis and a y-axis.
For many charts, the label is on the X-axis and the values are on the y-axis. Three dimensional
charts also have a Z-axis. A pie chart does not have an axis of any type.
• A tick mark intersects an axis as a small line. It may have a label and can indicate a category,
scale, or chart data series.
• The Plot area includes all axes and data point markers.
• Gridlines can make it easier to view data values by extending tick marks across the whole plot
area.
• You can add chart text to include a label or title. The chart text can be attached to the chart or
axis, which cannot be moved independently of the chart. Unattached text is a text box simply
shown with the chart.
• The legend defines the patterns, colors, or symbols used in the data markers.
1. Click on the chart to select it. Notice the border around the chart. Each corner has three small
dots.
2. Select one of the corners and drag the picture. Notice the cursor changes to a diagonal line with
arrows at both ends. You can make it smaller or bigger, depending on which direction you drag.
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3. Release the mouse when the chart is the desired size. Notice that Excel may rearrange the
graphic elements for the best look and fit.
Use the following procedure to move the chart to a new worksheet in the workbook.
Excel creates a new worksheet in the workbook (notice the tabs at the bottom). The chart has also been
resized to fill the worksheet.
Man's mind, once stretched
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never regains its original dimensions.
Wrapping Up
Although this workshop is coming to a close, we hope that your journey to improve your Excel skills is
just beginning. Please take a moment to review and update your action plan. This will be a key tool to
guide your progress in the days, weeks, months, and years to come. We wish you the best of luck on the
rest of your travels!
• Remember to spend some time planning your worksheet. Be clear about why you are creating it.
• Try to use cell references instead of numbers in your formulas and functions.
• Try to write a formula or function once, and then copy it or use AutoFill, instead of repeatedly
writing it.
• If you find you are getting frustrated, come back to this manual, and try the guided exercises to
refresh your skills.