Week 4
Week 4
Preface/ Foreword
This course presents an overview of Information Technology Tools
used in business environments. This includes computer terminology,
hardware, software, operating systems and information &
application systems. This course also explores business applications
of software including spreadsheets, databases, presentation
graphics, word processing and business- oriented utilization of the
internet.
II. Content
Learning Outcomes:
At the end of the discussions, the student will be able to:
Microsoft Excel
If you cannot find the Excel icon, click the Start button on the bottom left
corner of your desktop to display the Start menu, then choose:
Programs/All Programs > Microsoft Office > Microsoft Office Excel
Microsoft excel consists of workbooks. Within each workbook, there is an
infinite number of worksheets. Each worksheet contains Columns and
Rows. Where a column and a row intersect is called a cell. For example, cell
D5 is located where column D and row 5 meet. The tabs at the bottom of the
screen represent different worksheets within a workbook. You can use the
scrolling buttons on the left to bring other worksheets into view.
If you let your mouse pointer hover on a button or control, you will see a
shaded box appear. This box, also known as a 'Screen Tip', will show you
the name and a brief description of the button or control in question.
Screen Tip
1. Click the Ribbon Display Options arrow in the upper-right corner of the
Ribbon.
In the formula bar, you can enter or edit data, a formula, or a function that will
appear in a specific cell.
Excel has a variety of viewing options that change how your workbook is
displayed. You can choose to view any workbook in Normal view, Page
Layout view, or Page Break view. These views can be useful for various
tasks, especially if you're planning to print the spreadsheet.
To change worksheet views, locate and select the desired worksheet view
command in the bottom-right corner of the Excel window.
Zoom Control
To use the Zoom control, click and drag the slider. The number to the right
of the slider reflects the zoom percentage.
The Worksheet
Excel files are called workbooks. Each workbook holds one or more
worksheets (also known as "spreadsheets")
Whenever you create a new Excel workbook, it will contain one worksheet
named Sheet1. A worksheet is a grid of columns and rows where columns
are designated by letters running across the top of the worksheet and rows
are designated by numbers running down the left side of the worksheet.
When working with a large amount of data, you can create multiple
Alternatively, from the Home Tab in the Cells Group click on Delete and
select Delete Sheet.
Warning: The Undo button will not undo the deletion of a worksheet.
To copy a worksheet
If you need to duplicate the content of one worksheet to another, Excel
allows you to copy an existing worksheet.
Right-click the worksheet you want to copy, then select Move or Copy
from the worksheet menu.
The Move or Copy dialog box will appear. Choose where the sheet will
appear in the Before sheet: field. In our example, we'll choose (move
to end) to place the worksheet to the right of the existing worksheet.
Check the box next to Create a copy, then click OK.
The worksheet will be copied. It will have the same title as the original
worksheet, as well as a version number.
TIP: You can also copy a worksheet to an entirely different workbook. You
can select any workbook that is currently open from the To book: drop-down
menu.
To move a worksheet
Sometimes you may want to move a worksheet to rearrange your workbook.
1. Select the worksheet you wish to move. The cursor will become a small
worksheet icon .
2. Hold and drag the mouse until a small black arrow appears above the
desired location.
3. Release the mouse. The worksheet will be moved
To change the worksheet color
You can change a worksheet's color to help organize your worksheets and
make your workbook easier to navigate.
1. Right-click the desired worksheet, and hover the mouse over Tab
Color. The Color menu will appear.
2. Select the desired color. A live preview of the new worksheet color
will appear as you hover the mouse over different options. In our
example, we'll choose Red.
Selecting Cells
To select a group of cells, place your mouse pointer in the center of a cell. A
group of cells is known as a cell range. When the pointer turns into a thick
white shaded cross, hold the left mouse button down and drag the pointer
across the row or down the column of cells you want to select. In this image,
the cells B1 to B4 have been selected. For example, a cell range that
included cells B1, B2, B3 and B4 would be written as B1:B4.
Cell Content
Any information you enter into a spreadsheet will be stored in a cell. Each
cell can contain several different kinds of content, including text, formatting,
formulas, and functions.
Text - Cells can contain text, such as letters, numbers, and dates.
Formatting Attributes - Cells can contain formatting attributes that
change the way letters, numbers, and dates are displayed. For
example, percentages can appear as 0.15 or 15%. You can even
change a cell's background color
Formulas and Functions - Cells can contain formulas and functions that
calculate cell values.
Entering and Editing Data
One way to enter data into an Excel worksheet is to click on the cell you
want to use (making it the active cell) and enter the information directly into
it. When you type something in the active cell, what you type will also be
displayed into the formula bar.
If you type text, numbers, or formulas in the Formula Bar and press Enter,
the data or formula you typed will be entered into the active cell. When you
enter data in the formula bar, you will see an X and a check mark next to the
data entry field. If you click the X (cancel), the data in the formula bar will be
cleared. Clicking the check mark will enter the data just like pressing the
Enter key.
Handy hint: Values should be entered in without currency symbols or
commas as these can be applied using number formats later on.
Using Undo and Redo
Anyone can make mistakes, especially when creating a complex worksheet.
Excel provides a way of backtracking over, or undoing incorrect or
unintended actions.
To undo an action, click the Undo button on the Quick Access Toolbar. This
will undo the very last action you performed. The shortcut combination of
CTRL + Z performs the same action
If you want to redo an action (perform an action that you undid with Undo),
you can click the Redo button on the quick access toolbar.
Undo Redo
You can also click the downward pointing triangle to show a list of recent actions.
You can select actions from this list and then click the selected item to delete it
and any other actions above it in the list.
Formatting Cells
All cell content uses the same formatting by default, which can make it
difficult to read a workbook with a lot of information. Basic formatting can
customize the look and feel of your workbook, allowing you to draw attention
to specific sections and making your content easier to view and understand.
You can also apply number formatting to tell Excel exactly what type of data
you’re using in the workbook, such as percentages (%), currency ($), and so
on.
Font Formatting and Text Alignment are already discussed in the Microsoft
word and the same goes with Ms Excel.
Cell borders and fill colors
Cell borders and fill colors allow you to create clear and defined boundaries
for different sections of your worksheet.
To add a border
Select the cell(s) you wish to modify.
Click the drop-down arrow next to the Borders command on the
Home tab. The Borders dropdown menu will appear.
Select the border style you want to use.
The selected border style will appear.
TIP: You can draw borders and change the line style and color of borders
with the Draw Borders tools at the bottom of the Borders drop-down menu.
To add a fill color
Select the cell(s) you wish to modify.
Click the drop-down arrow next to the Fill Color command on the
Home tab. The Fill Color menu will appear.
Select the fill color you want to use. A live preview of the new fill
color will appear as you hover the mouse over different options.
In our example, we'll choose Light Green.
The selected fill color will appear in the selected cells.
Cell styles
Rather than formatting cells manually, you can use Excel's predesigned cell
styles. Cell styles are a quick way to include professional formatting for
different parts of your workbook, such as titles and headers.
To apply a cell style
Select the cell(s) you wish to modify.
Click the Cell Styles command on the Home tab, then choose the
desired style from the drop- down menu.
The selected cell style will appear.
TIP: Applying a cell style will replace any existing cell formatting except for
text alignment. You may not want to use cell styles if you've already added
a lot of formatting to your workbook.
TIP: You can also AutoFit the width for several columns at the same time.
Simply select the columns you would like to AutoFit, then select the AutoFit
Column Width command from the Format dropdown menu on the Home tab.
This method can also be used for Row height.
To modify row height
Position the cursor over the row line so the white cross becomes a double
arrow
Click, hold, and drag the mouse to increase or decrease the row height.
Release the mouse. The height of the selected row will be changed.
Position the mouse over a row line so the white cross becomes a double
arrow
Click, hold, and drag the mouse to increase or decrease the row height.
Release the mouse when you are satisfied with the new row height for
the worksheet
formatting as the cells in the row above. To access more options, hover your
mouse over the Insert Options button, then click the drop-down arrow.
TIP: When inserting rows and columns, make sure you select the entire row or
column by clicking the heading. If you select only a cell in the row or column,
the Insert command will only insert a new cell.
To delete rows/columns
It's easy to delete any row that you no longer need in your workbook.
Select the row(s)/column(s) you want to delete.
Click the Delete command on the Home tab
The selected row(s) will be deleted, and the rows below will shift up.
The selected columns(s) will be deleted, and the columns to the
right will shift left.
To unhide the columns, select the columns to the left and right of
the hidden columns (in other words, the columns on both sides of
the hidden columns).
Right-click the mouse, then select Unhide from the formatting menu.
The hidden columns will reappear.
Wrapping text and merging cells
Whenever you have too much cell content to be displayed in a single cell,
you may decide to wrap the text or merge the cell rather than resizing a
column. Wrapping the text will automatically modify a cell's row height,
allowing cell contents to be displayed on multiple lines. Merging allows you
to combine a cell with adjacent, empty cells to create one large cell.
Select the cells you wish to wrap.
Select the Wrap Text command on the Home tab.
The text in the selected cells will be wrapped.
() Brackets/Parentheses
+ Addition
- Subtraction
^ Exponent
* Multiplication
/ Division
To create a formula
Select the cell that will contain the formula.
Type the equals sign (=). Notice how it appears in both the cell and the
formula bar.
Type the cell address of the cell you wish to reference first in
the formula: cell D1 in our example. A blue border will appear
around the referenced cell.
Type the mathematical operator you wish to use. In our example, we'll
type the addition sign (+).
Type the cell address of the cell you wish to reference second in
the formula: cell D2 in our example. A red border will appear
around the referenced cell.
Press Enter on your keyboard. The formula will be calculated, and the
value will be displayed in the cell.
TIP: If the result of a formula is too large to be displayed in a cell, it may
appear as pound signs (#######) instead of a value. This means that
the column is not wide enough to display the cell content. Simply increase
the column width to show the cell content.
Modifying values with cell references
The true advantage of cell references is that they allow you to update data in
your worksheet without having to rewrite formulas.
TIP: Excel will not always tell you if your formula contains an error, so it's up
to you to check all of your formulas.
Press Enter on your keyboard. The formula will be calculated, and the
value will be displayed in the cell.
Formulas can also be copied to adjacent cells with the fill handle, which can
save a lot of time and effort if you need to perform the same calculation
multiple times in a worksheet.
To edit a formula
Sometimes you may want to modify an existing formula. In the example
below, we've entered an incorrect cell address in our formula, so we'll need
to correct it
Select the cell containing the formula you wish to edit.
Click the formula bar to edit the formula. You can also double-click
the cell to view and edit the formula directly within the cell.
A border will appear around any referenced cells.
When finished, press Enter on your keyboard or select the Enter
command ü in the formula bar.
The formula will be updated, and the new value will be displayed in the
cell.
TIP: If you change your mind, you can press the Esc key on your keyboard or
click the Cancel command
X in the formula bar to avoid accidentally making changes to your formula.
TIP: To show all of the formulas in a spreadsheet, you can hold the Ctrl key
and press ` (grave accent). The grave accent key is usually located in the
upper-left corner of the keyboard. You can press Ctrl+` again to switch back
to the normal view.
Complex Formulas
A simple formula is a mathematical expression with one operator, such as
7+9. A complex formula has more than one mathematical operator, such as
5+2*8. When there is more than one operation in a formula, the order of
operations tells Excel which operation to calculate first. In order to use Excel
to calculate complex formulas, you will need to understand the order of
operations.
Order of calculations – BEDMAS
In formulas where there is more than one operator, for example, an addition
and a multiplication, Excel will not necessarily calculate the result by reading
the formula from left to right.
Excel will follow a set rule for the order in which it
performs calculations. Excel calculates formulas based
on the following order of operations:
1. Operations enclosed in parentheses
Press Enter on your keyboard. The formula will be calculated, and the
result will be displayed in the cell.
Locate the fill handle in the lower-right corner of the desired cell. In
our example, we'll locate the fill handle for cell D2.
Click, hold, and drag the fill handle over the cells you wish to fill.
Release the mouse. The formula will be copied to the selected cells
with relative references, and the values will be calculated in each
cell.
TIP: You can double-click the filled cells to check their formulas for
accuracy. The relative cell references should be different for each cell,
depending on their rows.
You will generally use the $A$2 format when creating formulas that contain
absolute references. The other two formats are used much less frequently.
TIP: When writing a formula, you can press the F4 key on your keyboard to
switch between relative and absolute cell references. This is an easy way to
quickly insert an absolute reference.
To create and copy a formula using absolute references
In our example, we'll use the 7.5% sales tax rate in cell E1 to calculate the
sales tax for all items in column D. We'll need to use the absolute cell
reference $E$1 in our formula. Since each formula is using the same tax
rate, we want that reference to remain constant when the formula is copied
and filled to other cells in column D.
Select the cell that will contain the formula. In our example, we'll select
cell D3.
Enter the formula to calculate the desired value. In our example, we'll
type =(B3*C3)*$E$1.
Press Enter on your keyboard. The formula will calculate, and the result
will display in the cell.
Locate the fill handle in the lower-right corner of the desired cell.
Release the mouse. The formula will be copied to the selected cells
with an absolute reference, and the values will be calculated in each
cell.
Functions
A function is a predefined formula that performs calculations using specific
values in a particular order. Excel includes many common functions that can
be useful for quickly finding the sum, average, count, maximum value, and
minimum value for a range of cells. In order to use functions correctly, you'll
need to understand the different parts of a function and how to create
arguments to calculate values and cell references.
Formula =A1+A2+A3+A4+A5+A6+A7+A8
Function =SUM(A1:A8)
Creating a function
Excel has a variety of functions available. Here are some of the most common
functions you'll use:
SUM: This function adds all of the values of the cells in the argument.
AVERAGE: This function determines the average of the values included
in the argument. It calculates the sum of the cells and then divides
that value by the number of cells in the argument.
COUNT: This function counts the number of cells with numerical
data in the argument. This function is useful for quickly counting
items in a cell range.
MAX: This function determines the highest cell value included in the
argument.
MIN: This function determines the lowest cell value included in the
argument.
To create a basic function
In our example below, we'll create a basic function to calculate the average
price per unit for a list of recently ordered items using the AVERAGE function.
Select the cell that will contain the function.
Type the equals sign (=) and enter the desired function name. You
can also select the desired function from the list of suggested
functions that will appear below the cell as you type. In our
example, we'll type =AVERAGE.
Enter the cell range for the argument inside parentheses. In our example,
we'll type (D3:D12).
Press Enter on your keyboard. The function will be calculated, and
the result will appear in the cell.
The selected function will appear in the cell. If logically placed, the
AutoSum command will automatically select a cell range for the
argument. You can also manually enter the desired cell range into
the argument.
Press Enter on your keyboard.
The Function Library
While there are hundreds of functions in Excel, the ones you use most
frequently will depend on the type of data your workbooks contains. There
is no need to learn every single function, but exploring some of the
different types of functions will be helpful as you create new projects. You
can search for functions by category, such as Financial, Logical, Text,
Date & Time, and more from the Function Library on the Formulas tab.
To access the Function Library, select the Formulas tab on the Ribbon.
The Function Library will appear.
If you're having trouble finding the right function, the Insert
Function command allows you to search for functions using
keywords
The AutoSum command allows you to automatically return results
for common functions, like SUM, AVERAGE, and COUNT.
The Recently Used command gives you access to functions that you have
recently worked with.
The Financial category contains functions for financial calculations
like determining a payment (PMT) or interest rate for a loan (RATE).
Functions in the Logical category check arguments for a value or
condition. For example, if an order is over $50 add $4.99 for
shipping, but if it is over $100, do not charge for shipping (IF).
The Text category contains functions that work with the text in
arguments to perform tasks, such as converting text to lowercase
(LOWER) or replacing text (REPLACE).
The Date & Time category contains functions for working with dates
and time and will return results like the current date and time
(NOW) or the seconds (SECOND).
The Lookup & Reference category contains functions that will return
results for finding and referencing information. For example, you can
add a hyperlink (HYPERLINK) to a cell or return the value of a
particular row and column intersection (INDEX).
The Math & Trig category includes functions for numerical arguments.
For example, you can round values (ROUND), find the value of Pi (PI)
multiply (PRODUCT), subtotal (SUBTOTAL), and much more.
More Functions contains additional functions under categories for
Statistical, Engineering, Cube, Information, and Compatibility.
To insert a function from the Function Library
Select the cell that will contain the function.
Click the Formulas tab on the Ribbon to access the Function Library
From the Function Library group, select the desired function category.
Select the desired function from the drop-down menu.
The Function Arguments dialog box will appear. From here, you'll
be able to enter or select the cells that will make up the
arguments in the function.
3. COUNTA
Counts the number of non-empty cells in a range. It will count cells that
have numbers and/or any other characters in them.
The COUNTA Formula works with all data types
It counts the number of non-empty cells no matter
the data type Formula: =COUNTA(A1:A10)
4. LEN
The LEN formula counts the number of characters in a cell. This includes
spaces!
Formula: =LEN(A1)
5. VLOOKUP
Basically, VLOOKUP lets you search for specific information in your
spreadsheet. For example, if you have a list of products with prices,
you could search for the price of a specific item.
We’re going to use VLOOKUP to find the price of the Photo frame. You
can probably already see that the price is $9.99, but that’s because
this is a simple example. Once you learn how to use VLOOKUP, you’ll
be able to use it with larger, more complex spreadsheets, and that’s
when it will become truly useful.
6. IF Statements
Formula: =IF(logical_statement, return this if logical statement is true,
return this if logical statement is false).
Example:
This IF statement will tell us if the first salesperson met their quota or not.
We would then copy and paste this formula along all the entries in the list.
It would change for each sales person
Working with Data
Excel includes several tools that make it easier to view content from
different parts of your workbook at the same time, such as the ability to
freeze panes and split your worksheet.
To freeze rows
You may want to see certain rows or columns all the time in your
worksheet, especially header cells. By freezing rows or columns in place,
you'll be able to scroll through your content while continuing to view the
frozen cells.
To split a worksheet
Sometimes you may want to compare different sections of the same workbook
without creating a new window. The Split command allows you to divide the
worksheet into multiple panes that scroll separately.
Select the cell where you wish to split the worksheet.
Click the View tab on the Ribbon, then select the Split command.
The workbook will be split into different panes. You can scroll
through each pane separately using the scroll bars, allowing you to
compare different sections of the workbook.
Select the Data tab on the Ribbon, then click the Ascending
command to Sort A to Z, or the Descending command to Sort Z to
A. In our example, we'll click the Ascending command.
The worksheet will be sorted by the selected column. In our example,
the worksheet is now sorted by last name.
Filtering Data
If your worksheet contains a lot of content, it can be difficult to find
information quickly. Filters can be used to narrow down the data in your
worksheet, allowing you to view only the information you need.
To filter data
In order for filtering to work correctly, your worksheet should
include a header row, which is used to identify the name of each
column.
Select the Data tab, then click the Filter command.
A drop-down arrow will appear in the header cell for each column.
Click the drop-down arrow for the column you wish to filter.
The Filter menu will appear.
Uncheck the box next to Select All to quickly deselect all data.
Check the boxes next to the data you wish to filter, then click OK.
To remove all filters from your worksheet, click the Filter command on the Data
tab.
TIP: You can also use the chart formatting shortcut buttons to quickly add
chart elements, change the chart style, and filter the chart data.
Other chart options
There are lots of other ways to customize and organize your charts. For
example, Excel allows you to rearrange a chart's data, change the chart type,
and even move the chart to a different location in the workbook.
Sometimes you may want to change the way charts group your data. For
example, in the chart below, the Book Sales data are grouped by year, with
columns for each genre. However, we could switch the rows and columns so
the chart will group the data by genre, with columns for each year. In both
cases, the chart contains the same data—it's just organized differently.
Select the chart you wish to modify.
From the Design tab, select the Switch Row/Column command
The Move Chart dialog box will appear. Select the desired location for the
chart.
Click OK.
The chart will appear in the selected location.
Printing Workbooks
There may be times when you want to print a workbook to view and share
your data offline. Once you've chosen your page layout settings, it's easy to
preview and print a workbook from Excel using the Print pane.
The page margins will appear in the Preview pane. Hover the
mouse over one of the margin markers until the cursor becomes a
double arrow.
Click, hold, and drag the mouse to increase or decrease the margin width.
Release the mouse. The margin will be modified. In our
example, we were able to fit an additional column on the page.