EXCEL

Sunday, 13 October 2024 11:47 am

CREATION AND DEVELOPERS OF MS EXCEL:

• Charles Simonyi: lead developer of MS Suite, including Excel
• Doug Klunder: played a key role in developing MS Excel
• 1982: Microsoft released Multiplan, an early spreadsheet program that would later be replaced
by Excel
• 1985: first version of Excel was released for Macintosh
• 1987: Excel was released for Windows, quickly becoming one of the most popular spreadsheet
applications
• Lotus 1-2-3: popular spreadsheet software developed by Lotus Development Corporation (later
acquired by IBM) in the early 1980s. It was a major competitor to MS Excel in the spreadsheet
market

BASIC OF WORD
• MS EXCEL
○ Spreadsheet program
○ Allows users to organize, calculate, and analyze data in rows and columns
○ .xlsx

HOW TO CREATE MS EXCEL SPREADSHEET

• Open - "File" - "New"

BASIC OF MS EXCEL (FEATURES)

1. HOME a. Clipboard
: contains the most - ...access the format painter to duplicate
commonly used tools formatting from one cell to another
for working with b. Font
spreadsheets - Adjust the font style, size, color, and
other text formatting options
c. Alignment
- Alignment of text, vertical alignment,
merge and center cells, and add text
wrapping
d. Number
- Changes how numbers are displayed
e. Style
- Apply pre-designed cell formats or use
conditional formatting
2. INSERT TABS a. Table
: adding various b. Illustrations
elements, such as - Add visual elements like pics, shapes,
charts, images, and icons or SmartArt
tablets c. Charts
- Create different types of charts, such as
bar, pie, line, or scatter plots
d. Sparkness
- Insert small, simple charts that fit
 within a cell to show the trends in data
e. Filter
- Add slicers or timelines to filter data in
PivotTables or tables
f. Insert
- Insert a hyperlink
g. Text
- Insert text boxes, headers, footers, or
word art
h. Symbols
- Add equations or symbols to represent
special characters, mathematical
notations, or other non-standard text
3. PAGE LAYOUT a. Themes
: the way your - Change the overall look of the
worksheet looks spreadsheet
when it is printed - Select different themes with
: margins, orientation, coordinated fonts, colors, and effects
and page size b. Page Setup
- Configure margins, orientation, and
paper size
- Define the print are, set print titles, and
apply scaling option
c. Scale to fit
- Adjust the scaling of your spreadsheet
to fit a specific number of pages when
printing
d. Sheet Options
- Show or hide gridlines and headings in
the spreadsheet (screen or printed)
e. Arrange
- Manage the arrangement of objects on
the spreadsheet by aligning, grouping,
or sending them forward/backward
4. FORMULAS a. Function Library
: creating, managing, - Access a wide variety of built-in
troubleshooting functions, categorized under Math and
formulas Trig, Financial, Logical, Text, Date &
: perform calculations Time, and more, to perform specific
and analyze data calculations
b. Defined names
- Create and manage named ranges for
cells or group of cells
c. Formula auditing
- Trace and evaluate formulas, such as
trace precedents and dependents, error
checking, and evaluate formula to
troubleshoot errors
d. Calculation
- Control when Excel calculates formulas
and recalculate parts of the sheet with
options like Calculate Now or Calculate
 Sheet
5. DATA a. Get and Transform Data
: creating, managing, - Import data from external sources and
and troubleshooting transform it using Power Query for
formulas analysis
b. Queries & Connections
- Import, connect to, and manage data
from external sources
- Refresh and manipulate that data
within your workbook for analysis and
reporting
c. Sort & Filter
- Organize your data by sorting or
applying filters to display only the data
that meets specific criteria
d. Data Tools
- Manage your data like Data Validation,
Text to Columns, and tools for
removing duplicates or consolidating
data
e. Forecast
- Create forecasts and predictions based
on historical data using options like
What-If Analysis, Scenario Manager,
and Goal Seek
6. REVIEW a. Proofing
: collaboration, - Checking spelling and grammar in your
editing, and ensuing document to ensure it is free of errors
the accuracy and b. Accessibility
security of your - Check accessibility of your workbook
spreadsheet c. Insights
- Offers data insights and
recommendations
d. Language
- Allows you to set the language for your
Excel interface and proofing tools
e. Changes
- Options to track changes made to the
workbook, facilitating collaboration by
showing what modifications have been
made and by whom
f. Comments
- Add, review, and manage comments in
cells
g. Notes
- Provide a way to add additional
context or information about specific
cells without affecting the data itself
h. Protect
- Protect workbook or specific sheets
from unauthorized changes
i. Ink
 - Using digital ink (like a stylus) to
annotate or highlight elements in your
spreadsheet
7. VIEW a. Workbook Views
: collaboration, - Switch between different viewing
editing, and ensuring modes like Normal, Page layout, and
the accuracy and Page Break Preview
security of your b. Show
spreadsheet - Display or hide elements such as
gridlines, headings, the formula bar,
and the ruler
c. Zoom
- Adjust the zoom level
d. Window
- Manage multiple worksheets or
workbooks by arranging, splitting, or
freezing panes
e. Macros
- View and manage macros, which are
automated actions or tasks, making it
easier to perform repetitive tasks

USES OF MS EXCEL
- Used for organizing, analyzing, and visualizing data through spreadsheets, enabling tasks such as
budgeting, financial analysis, data tracking, chart creation, and reporting in various fields
- Most commonly used program under the Office Suite
a. IN EDUCATION
- Organize, analyze and visualize student data
- Allows students to perform calculations, analyze data for projects, and create charts for
assignments
b. IN WORKPLACE
- Used for financial analysis, data management, and reporting
- Organize large datasets, perform calculations, and create visual representations like charts
and graphs
- Enhances productivity by enabling budgeting, forecasting, project management, and
decision-making based on data analysis
c. FOR RESEARCHERS
- Organize and analyze large datasets, allowing them to perform statistical calculations,
create charts and visualize trends
- Helps in managing data efficiently, making it easier to compile results and generate reports
for publications or presentations
d. FOR MARKETERS
- Track and analyze campaign performance, customer data, and market trends = data-driven
decisions
- Helps with budgeting, forecasting, and organizing data for reporting on the success of
marketing strategies

BASICS OF EXCEL (LIST OF SHORTCUTS)

TIME SAVING TIPS FOR MS EXCEL
1. USE KEYBOARD SHORTCUT
2. LEVERAGE AUTOFILL
- This feature allows you to quickly fill in a series of numbers, dates or patterns by dragging
the fill handle in the corner of a selected cell
3. CREATE TEMPLATES
- By saving frequently used worksheets as templates, you can avoid starting from scratch
each time you need a new spreadsheet
- Templates can include pre-defined formatting, formulas, and layouts tailored to your
specific needs
4. USE FORMULAS AND FUNCTIONS
- Automating calculations with built-in functions like SUM, AVERAGE, and VLOOKUP
5. CONDITIONAL FORMATTING
- Allows you to visually highlight important data points or trends within your spreadsheets
- By applying rules, you can change the color or style of cells based on their values, making it
easier to analyze data at a glance
6. FILTER AND SORT DATA
- Quickly analyze large datasets by displaying only the relevant information
- Sort data alphabetically, numerically, or by date, and filter out unnecessary rows with a few
clicks
7. DATA VALIDATION
- Implementing data validation rules ensures that only appropriate values can be entered
 into your spreadsheet
- Minimizes errors and maintains data integrity
- By enforcing specific criteria, you can enhance the accuracy of your data
8. REAL TIME COLLABORATION
- Excel co-authoring feature in Office 365 or OneDrive enables multiple users to edit a
spreadsheet simultaneously
- Real-time collaboration allows for instant feedback and discussion, streamlining the editing
process
9. EXCEL MOBILE APP
- Provides access to your spreadsheets on the go, allowing you to edit and create documents
from anywhere
- Make quick updates
- Support collaboration
10. MACROS
- Recording and using macros can automate repetitive tasks that you perform frequently in
Excel
- Execute a series of commands with a single click
- Useful for tasks like formatting data, generating reports, or applying complex calculations