MS EXCEL NOTES

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    Getting Familiar with Main Screen Parts

    ActiveCellFormulaBarCellName

    SelectAllButton

    Row

    Column

    SheetTab ZoomCursor

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    Types of Data Three Main Types

    Labels Values Date/Time

    , ,identifying columns of data.

    Labels can contain letters and numbers.

    By default, labels are left aligned in a cell.

    A Value contains numbers and can be used in calculations. Bydefault, values are right aligned in a cell.

    Date/Time data is a date or the time entered into a cell. Sometimes dates are combined with numbers and are also considered to be values

    instead of a separate type of data. B default, date/time data is ri ht ali ned in a cell.

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    Entering Data

    Speeding up Data Entry

    Use the mouse for smaller data sets

    Click on the cell where you want the data to go. Type your data into the cell.

    Press the ENTER/ TAB/ ARROW key

    Using AutoComplete to Enter Data

    When entering labels down a column, if you begin typing text that has,

    previous entry in the cell. If you want to reenter the same text, press the Enter key and Excel enters the text for

    you.

    If you are entering a different label, continue typing and the AutoComplete box will goaway.

    Limitations of AutoComplete It only works for data being entered in columns - it will not work if `you are entering

    text across a row

    It only works for columns of continuous data.MicrosoftExcel2007 AdvanceCourse@DABS

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    Editing Cells in Excel

    Change Complete Cell Contents Click on the cell, type over the existing entry, and press the ENTER key on the

    Change Part of the Cell ContentsMethod 1

    .

    Click on the data in the formula bar.

    Delete the part to be changed and type in the new data.

    Press the ENTER key.

    Method 2

    Double click on the cell.

    Edit the part of the cell you want to change.

    Press the ENTER key.

    Method 3

    Press F2 on the active cell.

    Move the cursor using Left/ Right Arrow key and Edit the part of the cell you want tochange.

    Press the ENTER key.MicrosoftExcel2007 AdvanceCourse@DABS

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    Moving around the Spreadsheet Home key: moves the active cell highlight to column A without changing rows.

    Ctrl + Home keys: moves the active cell highlight to cell A1.

    Ctrl + End keys: moves the active cell highlight to the last cell of the spreadsheet

    containing data.

    spreadsheet without changing columns

    Ctrl + Up Arrow keys: moves the active cell highlight to the first row of the

    spreadsheet without changing columns.

    Ctrl + Page Down keys: moves the active cell highlight to the next sheet of the

    .

    Ctrl + Page Up keys: moves the active cell highlight to the previous sheet of the

    spreadsheet

    Tab: Moving to right direction

    Shift-Tab: Moving backwards/ left directionMicrosoftExcel2007 AdvanceCourse@DABS

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    Selecting Entire Row/ Column

    Selecting Entire Row : Shift + Space

    Selecting Entire Column : Ctrl + Space

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    Inserting Rows and Columns

    .

    Insert Additional Row

    Alt-I-R

    You can right click on Row heading and Use Insert Option

    Insert Additional Column

    - -

    You can right click on Row heading and Use Insert Option

    Insert/ Rename/ Move Worksheet

    Insert / Copy Worksheet

    Using Right Click on the worksheet title

    Rename Worksheet

    Double Click on the worksheet title to rename

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    Percent, Comma, Date, Currency

    Bold, Font Type, Font Colour, Underline Cell Formatting

    Colour, Border

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    Use Appropriate Titles

    Avoid using Large Row/ Column Headings

    Use Appropriate Font Size

    Recommended 10/11/12

    Ali n Text

    Horizontal: Left/ Center

    Wrap Text if required

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    Repeats last command within the worksheet

    rows/ columns

    Copying formatting (color, font size, numberformat, etc.) of particular cell or last formatted cellto other cells

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    Number Formatting

    Use Comma Separators

    Use Decimals ( max. up to 2 places) in case of Financial Analysis

    Outline the array of data with Slightly Thicker Border

    Maintain consistent Row Hei ht and Column Widths to

    the extent possible

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    Used to ut remarks for articular cell

    Shortcut Key - Shift F2

    the toolbar

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    labels or column headings/ labels

    one needs to scroll up/ down or left/ right for

    checkin the heads

    Accessible through View option in the

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    other user from changing particular cells or

    Accessible through Review option in the

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    Useful for selecting data sets (or row) based onpart cu ar cr ter a

    Filtering as per column entries

    e ect ata a ong w t co umn ea ngs

    Text Filter/ Number Filter

    Multiplication, etc.) on filtered content

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    columns Especially useful for separating text content so as to

    further apply filtering or other tools

    e.g.: Data set of different mobile models

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    Bar/ Column Charts, Line Charts

    Pie Chart Distribution

    Scatter Chart

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    Data Labels in Center or Outside End depending on

    Space available in Chart

    Legend at the Bottom of Chart

    Choose Data Label Font Color based on Chart Style

    E.g.: White color font if the Pie color is dark blue

    Choose Appropriate Scale for the Axis Do we always need Y-axis in Column chart?

    Do we need gridlines ?

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    Using the Excel chart in PowerPoint/ Word

    Use border for the chart

    Chart title can also be written in a separate box above the graph

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    Technique to format cells based on one or more rules

    sua y exp ore an ana yze a a co ec e n an exce

    worksheet, detect critical issues, and identify trends,atterns and exce tions

    Formatting rules

    Based on cell values ase on ex con en s

    Top/ bottom ranked values, above/ below average values

    Unique/ duplicate values

    Based on formula

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    Data Bars Colour Scales

    Icon Sets

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    Use of references while linking cells

    Types

    Cell reference will not change no matter where you put the formula($A$1)

    Relative references

    Cell reference will change both by row and column (A1) Mixed references

    To change reference by rows and keep column constant ($A1)

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    For changing reference type

    Go to cell where the formula or link is done Double-click that particular cell OR Press F2

    or Go to Formula Bar

    ress or c ang ng re erence

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    Logical Functions

    Returns only two values TRUE or FALSE

    LogicalFunction

    Format TRUE FALSE

    IF=IF(logical_test, value_if_true,

    value_if_false)Depending ontest Depending ontest

    AND= og ca , og ca ,

    logical3,.)

    a argumen s

    areTrue

    oneormore

    argumentisFalse

    =OR(logical1,logical2,If anyargumentis

    Ifallarguments

    logical3,.)rue

    areFalse

    NOT =NOT(lo ical)ChangesTrue to ChangesFalseto

    a se rue

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    Mathematical Functionsunc on orma se

    AVERAGE =Average(n1,n2,n3) Returnstheaveragevalues ofnumber

    selected

    , , ..

    EVEN =Even(number) Returns immediately

    next

    even

    numberODD =Odd(number) Returns immediatelynextoddnumber

    POWER =Power num er,power Returnst eresu to agivennum erraise to

    agivenpower

    PRODUCT =Product(n1,n2,n3) Returnsmultiplicationofvalues

    =

    RANDBETWEEN =Randbetween(bottom,top) Returnsarandomnumberbetweentwogiven

    integers

    ROUND =Round(number,numberofdigits) Roundsanumberupordown,toagivennumberofdigits

    SIGN =Sign(number) Returns 1or 1forpositiveandnegativesign

    SUMPRODUCT =Sumproduct(array1,array2,..) Returnsthesumoftheproductsof

    correspondingvaluesintwoormoresupplied

    arrays MicrosoftExcel2007 AdvanceCourse@DABS

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    Functions Format Use

    DAYS360 =DAYS360(start_date,end_date)Calculatesthenumberofdaysbetween2dates,basedona360

    NOW =NOW() Returnsthecurrentdate&time

    Returnsatime,fromausersupplied= , ,

    hour,minuteandsecond

    TODAY =TODAY() Returnstoday'sdate

    YEARFRAC =YEARFRAC(start date,end date) Calculates

    the

    fraction

    of

    the

    year

    representedbythenumberofwhole

    daysbetweentwodates

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    Text Functions

    CHAR =CHAR(number)Returnsthecharacterthatcorrespondstoa

    suppliednumericvalue

    CODE =CODE(text)

    ofasuppliedstring/ text

    CONCATENATE=CONCATENATE(text1, text2,

    text3..)Joinstogethertwoormoretextstrings

    EXACT =EXACT(text1, text2)

    Testsiftwosuppliedtextstringsareexactlythe

    sameandifso,returnsTRUE;Otherwise,returns

    FALSE (casesensitive)

    LOWER =LOWER(Text)onvertsa c aracters nasupp e textstr ngto

    lowercase

    PROPER =PROPER(Text)Convertsallcharactersinasuppliedtextstringto

    propercase

    REPT =REPT(Text,Number oftimes) Returnsastringconsistingofasuppliedtext

    string,repeatedaspecifiednumberoftimes

    =Removesduplicatespaces,andspacesatthestart

    andendofatextstring

    UPPER =UPPER(Text)

    Convertsallcharactersinasuppliedtextstringto

    uppercaseMicrosoftExcel2007 AdvanceCourse@DABS

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    TRANSPOSESelectcells>>Enter Function

    Transpose(array ofcells) infirstPerformsatranspose

    transformationonaran eofcellsce >> tr + t+ nter

    INDEX

    =Index (Array,Row_Num,

    Col_Num)

    or

    Index

    (Range,

    Returnsareferencetoacell for

    requested

    rows

    and

    columns

    within

    _ , _ , _

    VLOOKUP=Vlookup(lookup value,table

    arra columnindexnumber False

    Looksupasuppliedvalueinthe

    firstcolumnofatable,andreturns

    thecorres ondin valuefrom

    anothercolumn

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    -

    Name the list b selectin its ran e andwriting its name in the name box

    Select the cell in which you want the drop

    Click the "Data Validation" button".

    value" and choose "List". Click inside the "Source" text field, and write

    =[the name you gave to the list] Click OK

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    -

    Scenario Mana er

    Goal Seek Goal Seek is used when you know what answer you want, but

    on now e exac gure o npu or a answer

    First it needs some sort of formula to work with

    e.g.: calculating total years for which money should be depositedin order to get X amount of return, as shown below

    Title Value

    n a epos e moun

    Interest Rate 5%

    Number ofYears 3?4?5?

    Amountexpecte 100

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    -

    how different input values affect the results of

    Amount N=1 N=2 N=3 N=4

    R=5%

    R=7%

    R=10%

    R=12%

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    GOOD LUCK.

    THANK YOU.

    [email protected]