EXCEL GUIDE
FOR I.T SBA
Introduction
Getting Additional
Started Features
Worksheets
and
Workbooks
Table of
Entering and
formatting
Data
Basic
Content
Formulas and
Functions
Sorting and
filtering Data
Charts and
Graphs
Data Analysis
Collaboration
and Sharing
Introduction
Excel is a powerful
spreadsheet application
available in Microsoft
365.
It allows you to
organize, analyze, and
present data efficiently.
• Launch Excel from the Microsoft 365 app
launcher or desktop shortcut.
Getting • Create a new workbook or open an existing one.
Started • The Excel interface consists of the Ribbon, tabs,
and cells within a worksheet.
• Each Excel file is called a workbook and
can contain multiple worksheets.
Worksheets and • Worksheets are organized as tabs at the
bottom of the Excel window.
Workbooks • Use the "+" button to add new worksheets or
right-click on a tab for more options.
Entering • Double-click on a cell to enter data or use the
formula bar at the top.
and • Format data using the options in the Home tab
(font, alignment, borders, etc.).
Formatting • Use the Format Cells dialog for advanced
Data
formatting (number formats, protection, etc.).
Basic • Use formulas to perform calculations on data.
Formulas • Start a formula with the "=" sign, e.g.,
"=A1+B1".
and • Excel provides a wide range of built-in functions
for common calculations.
Function • Use the Insert Function button (fx) or type
directly in a cell to access functions.
s
Sorting and Filtering Data
• Sort data in ascending or descending order using the Sort buttons in
the Data tab.
• Filter data to display specific values using the Filter buttons in the
Data tab.
• Apply multiple criteria for advanced filtering using the Filter
dropdowns.
Charts and Graphs
• Excel offers various chart types to visualize data.
• Select the data range, then click on the desired chart type in the Insert
tab.
• Customize the chart appearance and labels using the Chart Tools tab.
Data Analysis
• Excel provides powerful tools for data analysis.
• Use PivotTables to summarize and analyze large datasets.
• Apply conditional formatting to highlight data based on specific conditions.
• Utilize the Data Analysis Toolpak for advanced statistical analysis.
Collaboration and Sharing
• Share workbooks with others for simultaneous editing and real-time
collaboration.
• Use the Share button in the top-right corner to invite collaborators.
• Control access permissions and track changes using the Review tab.
Additional Features
• Excel offers many additional features, such as data validation, macros,
and sparklines.
• Explore the various options in the Ribbon and experiment with
different functionalities.