Introduction to Excel - Pearson EducationIntroduction to Excel Fifth Edition DaviD C. KunCiCKy...

Introduction to Excel

Fifth Edition

DaviD C. KunCiCKyBioreason, Inc., Santa Fe, NM

RonalD W. laRsenMontana State University, Bozeman, MT

Boston • Columbus • Indianapolis • New York San Francisco • Upper Saddle River • Amsterdam Cape Town • Dubai • London • Madrid • Milan Munich • Paris • Montreal • Toronto • Delhi Mexico City • São Paulo • Sydney • Hong Kong Seoul • Singapore • Taipei • Tokyo

A01_LARS3637_05_SE_FM.indd 1 31/07/12 5:13 PM

©2013 Pearson Education, Inc., Upper Saddle River, NJ 07458. All Rights Reserved

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© 2013, 2010, 2006, 2000 Pearson Education, Inc.Upper Saddle River, New Jersey 07458

All rights reserved. No part of this book may be reproduced in any form or by any means, without permission in writing from the publisher.

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CIP data is on file and available upon request.

ISBN 10: 0133083632ISBN 13: 9780133083637



iii

Contents

About this book ix

1 • Microsoft ExcEl Basics 1

1.1 Introduction to Worksheets 21.2 How to Use This Book 21.3 Typographic Conventions Used in This Book 31.4 Understanding the Excel 2010 Screen 4

1.4.1 Title Bar 51.4.2 Ribbon 61.4.3 Formula Bar 81.4.4 Work Area 91.4.5 Sheet Tabs 101.4.6 Status Bar 10

1.5 Getting Help 101.5.1 Browsing the Help Topic List 111.5.2 Searching the Help System 12

1.6 Creating and Saving Worksheets and Workbooks 121.6.1 Creating a New Workbook 121.6.2 Opening an Existing Workbook 131.6.3 Creating a New Worksheet 141.6.4 Introduction to Templates 151.6.5 Opening Workbooks with Macros 181.6.6 Saving Documents 181.6.7 The AutoRecover Feature 211.6.8 Naming Documents 22

1.7 Moving Around a Worksheet 231.7.1 Movement by Using the Keyboard 241.7.2 Movement by Using the Mouse 251.7.3 Movement by Using the Go To Dialog Box 25

1.8 Selecting a Region 271.8.1 Selection by Using Cell References 271.8.2 Selection by Using the Mouse 271.8.3 Selection by Using the Keyboard 28



iv Contents

1.9 Cutting, Moving, Copying, and Pasting 291.9.1 Cutting a Region 301.9.2 Moving a Region (Cut and Paste) 301.9.3 Copying a Region 31

1.10 Inserting and Deleting Cells 311.10.1 Deleting Cells 311.10.2 Clearing Cells 321.10.3 Inserting Cells 32

1.11 Shortcut Keys 321.12 Finding and Correcting Mistakes 33

1.12.1 Undoing Mistakes 331.12.2 Checking Spelling 341.12.3 The AutoCorrect Feature 35

1.13 Printing 361.13.1 Setting the Print Area 361.13.2 Previewing a Worksheet 361.13.3 Printing a Worksheet 38

2 • EntEring and forMatting data 44

2.1 Introduction to Entering and Formatting Data 442.2 Entering Data 45

2.2.1 Entering Numeric Data 452.2.2 Entering Text Data 502.2.3 Entering Date and Time Data 52

2.3 Using the Fill Handle 542.3.1 Using the Fill Handle with the Left Mouse Button to Copy Cells 552.3.2 Using the Fill Handle with the Left Mouse Button—More Copy Options 552.3.3 Creating a Linear Series with a Non-Unity Increment 562.3.4 Using the Fill Handle with the Right Mouse Button for Additional Options 56

2.4 Formatting for Appearance 582.4.1 Changing the Appearance of Cells 582.4.2 Changing the Appearance of Columns and Rows 72

2.5 Working with Worksheets 742.5.1 Inserting New Worksheets into a Workbook 752.5.2 Renaming a Worksheet 752.5.3 Changing the Color of the Worksheet Tab 752.5.4 Hiding a Worksheet 752.5.5 Locking a Worksheet 76

2.6 Formatting a Data Set as an Excel Table 782.6.1 Creating an Excel Table 782.6.2 Sorting Data in Excel Tables 802.6.3 Filtering Data in Excel Tables 812.6.4 Using a Total Row with Excel Tables 82

2.7 Conditional Formatting 85



Contents v

3 • forMulas and functions 99

3.1 Introduction 993.2 Referencing Cells and Cell Ranges 100

3.2.1 Cell References 1003.2.2 Referencing a Range of Cells 1013.2.3 Naming a Cell or Range of Cells 102

3.3 Creating and Using Formulas 1033.3.1 Formula Syntax 1033.3.2 Arithmetic Operators and Operator Precedence 104

3.4 Using Excel’s Built-In Functions 1063.4.1 Examples of Statistical Functions 1103.4.2 Examples of Trigonometric Functions 1133.4.3 Examples of Matrix Operations 1153.4.4 Examples of Financial Functions 118

3.5 Absolute and Relative Cell References 1203.6 Excel Error Messages 1243.7 Debugging Excel Worksheets 124

3.7.1 Highlighting Formulas 1253.7.2 Tracing Dependents 1273.7.3 Tracing Precedents 127

3.8 Using Macros to Automate Computations 1293.8.1 Recording a Macro 1303.8.2 Running a Macro 1343.8.3 Editing a Macro 134

4 • Working With charts 149

4.1 Introduction 1494.2 Creating a Basic XY Scatter Chart 150

4.2.1 Creating a Basic XY Scatter Chart 1514.3 Selecting a Chart Layout 1524.4 Formatting Chart Features 155

4.4.1 Editing an Existing Chart Feature 1574.5 Creating a Basic Line Chart 160

4.5.1 Changing Chart Types 1684.6 Previewing and Printing Charts 169

4.6.1 Previewing Charts 1694.6.2 Printing Charts 170

4.7 Adding Data to Charts 1714.7.1 Adding Data to an Existing Series 1714.7.2 Adding a Data Series to an XY Scatter Chart 174

4.8 Charting Features Useful to Engineers 1784.8.1 Adding a Trendline to a Chart 1794.8.2 Adding Error Bars to a Chart 1824.8.3 Using a Log Scale Axis 1834.8.4 Using Secondary Axes 184



5 • PErforMing data analysis 193

5.1 Introduction 1935.2 Using the Analysis ToolPak 194

5.2.1 Activating the Analysis ToolPak 1945.2.2 Opening the Data Analysis Dialog Box 196

5.3 Creating a Histogram 1975.4 Providing Descriptive Statistics 2045.5 Computing a Correlation 2095.6 Performing a Linear Regression 2115.7 Trend Analysis 215

5.7.1 Trend Analysis with Data Series 2155.7.2 Trend Analysis: Linear Extension 2175.7.3 Trend Analysis: Linear Replacement 2185.7.4 Trend Analysis: Exponential Replacement 2195.7.5 Trend Analysis Functions 2195.7.6 Trend Analysis for Charts 222

5.8 Using the Goal Seek Tool 2265.9 Using Solver for Optimization Problems 228

5.9.1 Activating the Excel Solver 2295.9.2 Using the Solver 2305.9.3 Setting Up an Optimization Problem in Excel 2325.9.4 Linear Optimization Example 2325.9.5 Non-Linear Optimization Example 236

6 • dataBasE ManagEMEnt Within ExcEl 249

6.1 Introduction 2496.1.1 Database Terminology 250

6.2 Creating Databases 2516.3 Entering Data 2516.4 Sorting a Database 2546.5 Filtering Data 256

6.5.1 Using the AutoFilter 2566.5.2 Using the Custom AutoFilter 2586.5.3 Using Wild-Card Characters 2616.5.4 Using the Advanced Filter 2626.5.5 Logic Within Rows 2636.5.6 Logic Between Rows 263

7 • collaBorating With othEr EnginEErs 270

7.1 The Collaborative Design Process 2707.1.1 Microsoft Excel and Collaboration 271

7.2 Tracking Changes 2717.2.1 Highlighting Changes 2717.2.2 Creating an Identity 2727.2.3 Incorporating or Rejecting Revisions 274

vi Contents



7.3 Adding Comments to a Document 2747.4 Maintaining Shared Workbooks 275

7.4.1 Sharing a Workbook 2757.4.2 Keeping a Change History 2767.4.3 Managing Conflicts 2777.4.4 Personal Views 2777.4.5 Merging Workbooks 2777.4.6 Restrictions for Shared Workbooks 278

7.5 Password Protection for Workbooks 2787.5.1 Open Protection 2787.5.2 Modify or Write Protection 2807.5.3 Sheet Protection 281

7.6 Importing and Exporting Data from External File Formats 2837.6.1 Importing by Using the File Open Option 2847.6.2 Importing Text Data by Using the Text Import Wizard 285

8 • ExcEl and thE World WidE WEB 300

8.1 Engineering and the Internet 3008.2 Accessing the World Wide Web from Within Excel 3018.3 Creating Hyperlinks in a Worksheet 302

8.3.1 Typing a Web Address in a Cell 3028.3.2 Using the Insert Hyperlink Dialog Box 3028.3.3 Links Within Your Excel Workbook 303

8.4 Using Websites Related to Excel 3058.5 Using Web Data in Excel 305

8.5.1 Copying and Pasting Web Data into Excel 3068.5.2 Downloading Excel Files from the Web 3088.5.3 Using a Web Query to Retrieve Web Data 309

8.6 Saving an Excel Workbook as a Web Page 312

aPPEndix a 317

indEx 321

Contents vii



ix

About This Book

The Introduction to Excel text is designed for first- or second-year engineering majors in computer applications courses. Excel® provides a rich environment for many engineering calculations, and Introduction to Excel is designed to get engineering students up and running with Excel as quickly as possible. With the fifth edition:

• ThetexthasbeenupdatedforExcel2010.• CommandsequencesforExcel2010,2007,and2003areprovidedsinceall

three editions of Excel are still in use.• AllimageshavebeenupdatedtoillustrateExcel2010runninginWindows7.• Annotationsonscreencaptureshavebeenimproved.• ThenewapproachtoprintandprintpreviewusedininExcel2010isillustrated.• TheuseofthesignificantlyimprovedSolverthatisnowincludedwithExcel

2010 is covered.



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