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