Excel Workshops

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Transcript of Excel Workshops

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    Workshop Format

    1: Explain Features

    Excel features

    explained inslides

    Step-by-step

    Traditional

    learning

    2: Synchronized Task

    Practical

    application Important features

    from explanation

    Learning by doing

    3: Reference

    Handouts

    online Print at home

    for future

    reference

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    Workshop Overview

    The Beginning Explanation of basic features

    Synchronized Task #1

    The Middle Explanation of advanced features

    Synchronized Task #2

    The Last Part Explanation of statistical features

    Synchronized Task #3

    Discussion

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    Disclaimer

    This is NOT a statistics workshop!

    Only technical info about Excel 2003

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    However

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    The Beginning

    Explanation of basic features

    Synchronized task #1

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    Beginning Terminology

    Excel file = Workbook

    Parts of an Excel file =

    Worksheet

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    Beginning Terminology

    Worksheet Tabs:

    Right-click for options

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    Beginning Terminology

    Cell

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    Beginning Terminology

    CellRow

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    Beginning Terminology

    CellRow

    Column

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    Beginning Terminology

    CellRow

    Column

    Cell headings

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    Beginning Terminology

    CellRow

    Column

    Cell headings

    Cell reference

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    Click row or column heading

    To Select Entire Rows/Columns

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    Click row or column heading Column A

    To Select Entire Rows/Columns

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    Click row or column heading Column A

    Row 1

    To Select Entire Rows/Columns

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    Dates and times automatically recognized

    Entering Dates/Times

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    Times by using a colon ( : )

    Entering Dates/Times

    16:30

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    Dates by using either dashes ( - ) or

    Slashes ( / )

    Entering Dates/Times

    8-3-078/3/07

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    Remember: Negative numbers inparentheses ()

    E.g. -34 is in Excel (34)

    Entering Data

    (34)

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    Bored yet?

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    Changing Cell Format

    Font

    Text size

    Text alignment (Left, center, or right) Text decoration (Bold, italic, underline)

    Cell border(s)

    Cell color Text color

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    Changing Cell Format

    First, select cells

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    Changing Cell Format

    Then, change format property

    Font

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    Changing Cell Format

    Then, change format property

    Text size

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    Changing Cell Format

    Then, change format property

    Text decoration

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    Changing Cell Format

    Then, change format property

    Text alignment

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    Changing Cell Format

    Then, change format property

    Cell border(s)

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    Changing Cell Format

    Then, change format property

    Cell color

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    Changing Cell Format

    Then, change format property

    Text color

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    Changing Cell Format

    Or, right-click Select Format Cells

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    Changing Cell Format

    Font

    Text size Text alignment

    Text decoration

    Text color

    Font Tab

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    Cell border

    Changing Cell FormatBorder Tab

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    Cell color

    Changing Cell FormatPatterns Tab

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    Using Functions

    Formula bar

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    Using Functions

    All functions, same syntax:

    =sum(345,432,C4,D5)

    Equals sign:

    Tells Excel that this is a function

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    Using Functions

    All functions, same syntax:

    =sum(345,432,C4,D5)

    Function:

    Tells Excel which function

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    Using Functions

    All functions, same syntax:

    =sum(345,432,C4,D5)

    Arguments:

    Tells Excel how to apply the

    function

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    Using Functions

    All functions, same syntax:

    =sum(345,432,C4,D5)

    Arguments:

    Each separated by comma

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    Using Functions

    All functions, same syntax:

    =sum(345,432,C4,D5)

    Numbers:

    Applies function to

    numbers

    Must change function

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    Using Functions

    All functions, same syntax:

    =sum(345,432,C4,D5)Cell references:

    Applies to cell values Need not change function

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    Using Functions

    All functions, same syntax:

    =sum(345,432,C4,D5)Translation:

    A cell with this function will display the result of:

    345 + 432 + contents in C4 + contents in D5

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    Everything clear so far?

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    Using Functions

    Four ways:

    1. Type directly

    2. Use Auto-Sum button3. Select from drop-down box

    4. Call Insert Functions menu

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    1: Type Functions Directly

    Direct input into formula bar or cell

    =sum(34,45)

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    1: Type Functions Directly

    Cell references as arguments

    Can be typed Can be clicked

    =sum(B3,C3,D3)

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    2: Use Auto-Sum Button

    Clicking the Auto-Sum button:

    Is quick Inputs SUM() function immediately

    =sum()

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    2: Use Auto-Sum Button

    For more functions:

    Click the downward arrow Choose function to input

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    3: Select From Drop-Down Box

    For even more functions:

    Enter an equals sign Click drop-down arrow

    Select function

    =

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    4: Call Insert Function Menu

    Click Insert

    Select Function

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    Insert Function Menu

    Function Window:

    Displays all functions

    Select from here

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    Insert Function Menu

    Description:

    Describes selected function

    Displays correct arguments

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    Insert Function Menu

    Search Window:

    Filters functions in function window

    Input keywords to search

    Click Go

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    Insert Function Menu

    Category Menu:

    Filters functions in function window

    Click drop-down arrow

    Select a category

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    Insert Function Menu

    Help link:

    Displays Help topics relevant to

    selected function

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    Auto-Filling Functions

    Same function on different values

    Columns or rows Great for grand totals

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    Auto-Filling Functions

    Activated with fill handle

    Lower-right of selected cell Cursor becomes a black cross

    +

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    Auto-Filling Functions

    1. Enter function

    Cell references as arguments

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    Auto-Filling Functions

    1. Enter function

    Cell references as arguments2. Drag fill handle over desired cells

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    Exporting Tables to Word

    Putting your Excel table into your paper

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    Exporting Tables to Word

    Select cells to export

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    Exporting Tables to Word

    Select cells to export Call Edit menu

    Select Copy

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    Exporting Tables to Word

    Open Word Call Edit menu

    Select Paste

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    Exporting Tables to Word

    There it is!

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    Questions?

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    Synchronized Task #1

    Create an Excel workbook

    Enter functions

    Auto-fill functions

    Edit worksheet tabs

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    The Middle

    Explanation of advanced features Synchronized task #2

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    Creating A Chart

    Visual representation of data

    Make a chart in 10 seconds

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    Creating A Chart

    Select data to be charted

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    Creating A Chart

    Select data to be charted

    Click Chart Wizard button

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    Creating A Chart

    Select chart type

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    Creating A Chart

    Select chart type Click Finish

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    Creating A Chart

    Chart in 10 seconds! Simple

    No-frills

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    More on Charts

    More options available

    More chart types

    Fully customizable

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    More on Charts

    Example: non-adjacent rows:

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    More on Charts

    Example: non-adjacent rows:

    Start with the Chart Wizard

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    More on Charts

    Select chart type

    C

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    More on Charts

    Select chart type Click Next >

    M Ch

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    Delete anything here

    More on Charts

    M Ch t

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    Click Series tab

    More on Charts

    M Ch t

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    Click Series tab Click Add button

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    M Ch t

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    Click Series tab Click Add button

    Input series name

    More on Charts

    USA

    M Ch t

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    Click Series tab Click Add button

    Input series name

    Click here for data

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    M Ch t

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    More on Charts

    Select data for first series

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    More on Charts

    Select data for first series

    Click to return to dialogue

    M Ch t

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    Repeat for Series 2 Click Add button

    Input series name

    Click here for data

    More on Charts

    M Ch t

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    Repeat for Series 2 Click Add button

    Input series name

    Click here for data

    More on Charts

    M Ch t

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    Repeat for Series 2 Click Add button

    Input series name

    Click here for data

    More on Charts

    Argentina

    M Ch t

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    Repeat for Series 2 Click Add button

    Input series name

    Click here for data

    More on Charts

    M Ch t

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    More on Charts

    Select data for second series

    More on Charts

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    More on Charts

    Select data for second series

    Click to return to dialogue

    More on Charts

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    Notice chart preview

    More on Charts

    More on Charts

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    Notice chart preview X-axis has no labels

    More on Charts

    More on Charts

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    Notice chart preview X-axis has no labels

    Should be years

    More on Charts

    More on Charts

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    Notice chart preview X-axis has no labels

    Should be years

    For category labels, Click button

    More on Charts

    More on Charts

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    More on Charts

    Select data for category labels

    More on Charts

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    More on Charts

    Select data for category labels

    Click to return to dialogue

    More on Charts

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    Notice chart preview X-axis has no labels

    Should be years

    For category labels, Click button

    Notice chart preview

    Years in place

    More on Charts

    More on Charts

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    Notice chart preview X-axis has no labels

    Should be years

    For category labels, Click button

    Notice chart preview

    Years in place Click Next >

    More on Charts

    More on Charts

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    More on Charts

    Change chart options:

    Chart and axis titles

    More on Charts

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    Change chart options:

    Axis labels

    More on Charts

    More on Charts

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    Change chart options:

    Gridline display

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    More on Charts

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    Change chart options:

    Legend display and location

    More on Charts

    More on Charts

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    Change chart options:

    Data label display

    More on Charts

    More on Charts

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    Change chart options:

    Data table display

    More on Charts

    More on Charts

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    When finished with options:

    Click Next >

    More on Charts

    More on Charts

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    Chart location:

    Click for new worksheet

    More on Charts

    More on Charts

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    Chart location:

    Click for existing worksheet

    More on Charts

    More on Charts

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    Chart location:

    Click Finish

    More on Charts

    Exporting Charts to Word

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    Exporting Charts to Word Copy and paste

    Just like exporting tables

    Questions?

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    Questions?

    Freezing Panes

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    Freezing Panes

    For large worksheets Scrolling makes titles disappear

    Freezing Panes

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    Freezing Panes

    For large worksheets Scrolling makes titles disappear

    Freezing Panes

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    Freezing Panes

    For large worksheets Scrolling makes titles disappear

    Freezing Panes

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    Freezing Panes

    Keep titles on page while scrolling data

    Freezing Panes

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    Freezing Panes

    To freeze rows: Select row below last to be frozen

    Freezing Panes

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    Freezing Panes

    To freeze rows: Select row below last to be frozen

    Call Window menu

    Select Freeze Panes

    Freezing Panes

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    Freezing Panes

    To freeze columns: Select column right of last to be frozen

    Freezing Panes

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    Freezing Panes

    To freeze columns: Select column right of last to be frozen

    Call Window menu

    Select Freeze Panes

    Freezing Panes

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    Freezing Panes

    To freeze rows and columns: Select cell below and to the right

    Freezing Panes

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    Freezing Panes

    To freeze rows and columns: Select cell below and to the right

    Call Window menu

    Select Freeze Panes

    Freezing Panes

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    Freezing Panes

    Titles stay while scrolling!

    Freezing Panes

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    Freezing Panes

    Titles stay while scrolling!

    Freezing Panes

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    Freezing Panes

    Titles stay while scrolling!

    Questions?

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    Ques o s

    Synchronized Task #2

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    y

    Download sample workbook Create a chart

    Use Chart Options

    Freeze Panes

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    The Last Part

    Explanation of statistical features Synchronized task #3

    Data Analysis Menu

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    y

    Menu contains allstatistics tools

    Data Analysis Menu

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    y

    Menu contains allstatistics tools

    Call Menu: Click Tools

    Data Analysis Menu

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    y

    Menu contains allstatistics tools

    Call Menu: Click Tools

    Select Data

    Analysis

    Data Analysis Menu

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    y

    Menu contains allstatistics tools

    Descriptive Statistics

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    p

    Descriptive Statistics

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    p

    Input Range:

    Tells Excel which data to analyze

    Descriptive Statistics

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    p

    Grouped by:

    Columns or rows?

    Descriptive Statistics

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    p

    If labels in first row/column:

    This box must be checked

    Descriptive Statistics

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    p

    Output Options:

    Output in existing worksheet, new

    worksheet or new workbook?

    Descriptive Statistics

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    p

    Further information:

    Check boxes to include additional info

    T-Tests

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    T-Tests

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    Input:

    Ranges for each variable in dataset

    T-Tests

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    Hypothesized Mean Difference:

    If null hypothesis is 1-2=0, then input 0

    T-Tests

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    Labels:

    Check if first row/column has labels

    T-Tests

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    Alpha:

    Enter test confidence level

    Must be value from 0 to 1

    T-Tests

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    Output Options:

    Output in existing worksheet, new

    worksheet, or new workbook?

    Z-Tests

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    Z-Tests

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    Input:

    Range in workbook for variables

    Z-Tests

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    Hypothesized Mean Difference:

    If null hypothesis is 1-2=0, then input 0

    Z-Tests

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    Variable Variances:

    Known population variance per variable

    Z-Tests

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    Labels:

    Check if first row/column has labels

    Z-Tests

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    Alpha:

    Enter test confidence level

    Must be value from 0 to 1

    Z-Tests

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    Output Options:

    Output in existing worksheet, new

    worksheet, or new workbook?

    ANOVA

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    ANOVA

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    Input:

    Range in workbook for variables

    ANOVA

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    Grouped by:

    Columns or rows?

    ANOVA

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    Labels:

    Check if first row/column has labels

    ANOVA

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    Alpha:

    Enter test confidence level

    Must be value from 0 to 1

    ANOVA

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    Output Options:

    Output in existing worksheet, new

    worksheet, or new workbook?

    Regression

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    Regression

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    Input:

    Range in workbook for variables

    Regression

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    Labels:

    Check if first row/column has labels

    Regression

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    Confidence Level:

    Check box to include additional level in

    output

    Regression

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    Constant is Zero:

    Check box to force regression line to

    pass through zero

    Regression

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    Output Options:

    Output in existing worksheet, new

    worksheet, or new workbook?

    Regression

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    Plot Options:

    Check boxes to include additional plots in

    output

    Questions, SUCKA?

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    Synchronized Task #3

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    Use sample workbook Perform statistical tests

    YOU get to choose which tests!

    Discussion

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    Any more questions? Any complaints or comments?

    Thanks, and have a great

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    day, FOOL!