Excel Step By Step Basic Tasks Excel Environment
Excel Step By Step
Basic Tasks
Excel Environment
Getting Started • Open a Workbook • Save a Workbook
Moving Around in a Workbook
Select Worksheets • Select (Left Click Tab) • Tab scroll • Shortcut Menu (Right Click tab)
Multiple Worksheets • Group (Shift-Click) • Ungroup (Shortcut Menu)
Moving Around in a Worksheet • • • Arrow Keys CTRL+HOME Drag ENTER Double Click on Border Tips & Comments
Data Entry & Editing • • Freeze Panes Auto. Complete Pick From List Click & Double Click Undo Redo Auto. Correct
Moving & Coping Cells • Drag to Move • Cut & Paste • Copy & Paste
Moving & Coping Sheets • Drag tab to Move • CTRL Drag to copy
Simple Formulas
Form • Data->Form
Setting up a Worksheet
Setting up a Workbook • File Properties – Keyword for Search • Worksheet Names • Insert & Delete Worksheets
Building a Template • • • Enter Labels Align Label Texts Center & Merge Cells Set Column Widths Insert->Comments Data->Validation
Printing • Preview
Adding Graphics • • Right Click row header to insert Insert->Picture Format->Properties->Don’t Move Resize cells
Writing Formulas
Find File using Keyword
Formula Entry • Auto. Fill • Cell Names – Create Names with Nearby Labels • Writing Formulas using Names • Writing Formulas using Labels • IF(C, T, F)
Formatting Worksheets
Formatting Cells • • • Format Fonts Styles Borders Shading Page Margin
Formatting Numbers • Custom Format • View->Turn Off Zeros
File->Page Setup->Headers & Footers • File->Save As->Template
Organizing & Summarizing Data
Consolidating Lists
Opening & Arranging Group of Files
Consolidating Data • CRTL-Drag to Copy Sheets into Single Workbook • Data->Consolidate
Format->Conditional Format
Automatic Data Collection
Filtering
Filtering to Display Related Records • Data->Auto. Filter • Auto Calculate
Calculating Filtered Records • SUBTOTAL • SUMIF
Sorting & Subtotaling • Data>Sort • Data>Subtotal
Presenting Data • Pivot Tables • Trends • Printing
Analyzing & Sharing Data • Decision Making • Workbook Sharing • Office Integration
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