Professional Documents
Culture Documents
EXPLAINED
AARON BADDEY
CONTENTS
INTRODUCTION
CHAPTER ONE
UNDERSTANDING EXCEL 2020
What’s Excel?
What's New in Excel 2020?
Microsoft Excel Terminologies
CHAPTER TWO
UNDERSTANDING THE EXCEL RIBBON TABS
What’s the Ribbon?
Ribbon Components Explained
The Excel 2020 Tabs Explained
Home Tab
Insert Tab
Page Layout Tab
Formulas Tab
Data Tab
Review Tab
View Tab
Help Tab
CHAPTER THREE
GETTING STARTED WITH EXCEL 2020
Launching Excel
The Start-up Screen
Starting a New Workbook
Opening an Existing Workbook
Working on Your Excel Sheet
Zooming in and Out Your Worksheet
Entering Data into the Cell
Identifying a Cell Name
Quick Summation of Data
Copying and Pasting of Data
Adding a New Worksheet
Renaming a Worksheet
Coloring a Worksheet
Saving Your File
Formatting Your Data
Formatting Font Style
Formatting Your Font Size
Formatting with Bold, Italics and Underline
Formatting Your Font Color
Formatting the Bottom Border
Formatting Number Type
Formatting an Overlap Data
Repeating a Format Using the Format Painter
Formatting Data into Table
Rotating Text Directions
Inserting a New Row and Column into Your Table
Deleting a Cell
Hiding and Unhiding Data
CHAPTER FOUR
CELL REFERENCING
Range Reference in Excel
Excel reference Styles
Creating References in Excel
Creating a Range Reference
How To Change Excel Cell Reference In A Formula
How To Cross Reference In Excel
Referencing Another Sheet in Excel
Referencing Another Workbook In Excel
Types of Cell Referencing
Relative Cell Reference
Absolute Cell Reference
Mixed Cell Reference
How to Switch Between Different Reference Types
CHAPTER FIVE
EXCEL FORMULAS EXPLAINED
Ten Excel Basic Functions
SUM
AVERAGE
MAXIMUM & MINIMUM
COUNT & COUNTA
IF
TRIM
LEN
AND & OR
CONCATENATE
TODAY & NOW
How To Delete Formula But Keep Calculated Value
The New Formulas in Excel 2020
CONCAT FORMULA
IFS FORMULA
MAXIFS FORMULA
MINIFS FORMULA
SWITCH FORMULA
TEXTJOIN FORMULA
CHAPTER SIX
WORKING WITH EXCEL 2020
Understanding Cells
Inserting content in a cell
How to delete a cell
Copying and pasting cell content
Dragging and dropping the cell
Using the fill handle in a cell
FORMATTING THE CELL
Font formatting
Changing the font
Changing the font size
Changing the font color
Using the bold, italics, and underlined commands
Adding background color using the fill color
Adding borders to the cells
Changing the text alignment of your border
Modifying the columns, rows, and cell in a worksheet
Modifying the column width
Modifying the height of the row
How to insert rows and columns
Inserting the row
Inserting the columns
Deleting of rows and columns
How to hide and unhide rows or columns
Wrapping text and merging cells
CHAPTER SEVEN
WORKING WITH EXCEL FORMULAS AND FUNCTIONS
How to insert formulas in Excel 2020
How to insert a function
The Excel formulas and functions you should know
The SUM function
The AVERAGE Function
The MAX functions
The MIN functions
The TEXTJOIN FUNCTION
The LEN Function
The COUNT functions
The TRIM function
The XLOOKUP function
The SORT functions
The UNIQUE function
WORKING WITH CHARTS
How to insert a chart in Excel
How to add a title to a chart
How to change chart type in Excel
How to change chart style in excel
How to change chart layout in Excel
How to switch rows and columns of data in a chart
How to move a chart
How to resize a chart on your worksheet
CHAPTER EIGHT
EXCEL 2020 TIPS AND TRICKS
EXCEL SHORTCUTS
TIPS AND TRICK
How to use Ideas
How to remove blanks from a worksheet
How to remove duplicate data from Excel workbook
Transposing on your worksheet
How to add text to columns
How to insert screenshot on your Excel workbook
How to insert multiples rows
How to create People Graph
How to highlight text and numbers
How to highlight cells that have formulas
How to get data from the internet
CONCLUSION
INTRODUCTION
We all deal with numbers in a way or the other. We all have expenditures
ranging from the monthly income that we earn to our day to day expenses.
For one to spend wisely, one will need to know their income with respect to
their expenditure. Microsoft Excel comes in handy when we want to analyze,
record, and store such numeric data. Since the inception of Microsoft Excel
in 1985, it has won the hearts of many users in the private, education, and
especially in the business sector. Excel is a useful and user-friendly software
designed to work with spreadsheets, in particular, for simple and complex
calculations as well as for analysis and predictive modeling.
Microsoft Excel is an application software (spreadsheet package) that is used
to record and analyze numerical data. It is a collection of rows and columns
that form a table. Alphabetical letters are generally allotted to columns and
numbers to rows. The point where a row and a column meet is called a cell.
Excel's spreadsheets are operational in any direction and not just for
calculations, but also to create and edit tables, produce forms as well as to
develop custom programs and functionalities through Visual Basic for
Applications (VBA).
This book focuses on practices appropriate for users desiring to learn the
basics of Excel. The steps stated in this book apply not only to Excel 2020
but also to Excel 2007, 2010, 2013, 2016, and 365. This book will also teach
you how to use the newly added functions to Excel 2020, which include
CONCAT, IFS, MAXIFS, MINIFS, SWITCH, and TEXTJOIN. I believe that
you will find this book useful to aid your practical understanding of Excel
spreadsheets.
CHAPTER ONE
UNDERSTANDING EXCEL 2020
What’s Excel?
Excel is a program developed by Microsoft which uses spreadsheets to
organize data and numbers with formula and functions. It is developed with
features like calculation, graphing tools, charts, pivot tables, etc.
Co-Authoring
New co-authoring capabilities enable you to share your workbooks with
others (third party), so several users can edit the same workbook at the same
time when your File is stored on either the OneDrive or SharePoint platform.
The sharing tool also permits you to set permissions for collaborators.
New Themes
Excel now offers you three Office themes that you can apply; Colorful, Dark
Gray, and White. To access any of these themes, go to File > Options >
General, and then click the drop-down menu next to Office Theme.
Worksheet
A worksheet is a sub-component document of a workbook. It is also called
spreadsheets; you can have multiple sheets nestled in a workbook.
Tabs at the bottommost of the screen will indicate which of your worksheets
you are presently working on; this is also known as an active sheet or active
worksheet.
Cell
A cell is an intersection between a column and a row on a spreadsheet. Each
cell in a spreadsheet can encompass any value that can be called using a
virtual cell reference or called upon using a formula. Any data that you want
to enter into your worksheet must be put in a cell. An Active Cell is one that
is currently opened for editing.
Workspace
Just like worksheets in a workbook, a workspace allows you to
simultaneously open numerous files.
Ribbon
Above the workbook is a segment of command tabs known as the ribbon. A
multitude of options is found behind each tab of the ribbon.
Cell Reference
A cell reference is a set of coordinates that classifies a specific cell. It's a
combination of letters and numbers. For example, B3 would point to the cell
situated where column B and row 3 intersect.
Cell Range
A Cell range is a cluster of cells that have been identified as a group based on
a variety of criteria. By using a colon (:) between cell references, Excel can
determine the range, also called an array. A range in a row, for example,
could look like A3: D3, telling the formula to look at the cells in a row
between A3 and D3, while C4: F9 would tell the formula to look at all cells
in a box bounded by columns C and F and rows 4 and 9. A 3-D reference
refers to a range that encompasses more than one worksheet in the same
workbook.
Merged Cell
When two or more cells are united, it's become what is known as a merged
cell.
Template
A template is a formatted workbook or worksheet intended to help users
fulfill a specific need in Excel. Examples of this include stock analysis,
process map, and calendar.
Operator
Operators are signs or symbols that specify which calculation must be made
in an expression. Operators do not necessarily refer to simple mathematical
types; comparison, concatenation, text or reference operators also exist.
Formula
A sequence inside a cell that is used to produce value is called formula. It
must begin with an
equality sign (=). This could be a mathematical equation, functions, cell
references, or operator. A formula is also known as an expression.
Formula Bar
Nestled between the workbook and ribbon, the Formula Bar will display the
contents of an active cell. In the case of formulas, the formula bar will display
all components of the formula.
Function
Functions are formulas that are pre-built into Excel. They are intended to help
simplify hypothetically complex formulas in a worksheet.
Error Code
Error Codes appear if Excel finds a problem with a formula provided.
Cell Formatting
This is the act of changing how a cell or its contents are displayed in the
spreadsheet. When you format cells, only the visual appearance of the cells is
altered; the value within the cells remains the same.
Filter
Filters are guidelines that you can employ to choose which rows in a
worksheet to display. These filters can use data such as conditions or values.
AutoFill
This enables you to copy data to more than one cell easily.
AutoSum
This feature will add up the numbers you have entered
in your sheet and displays the total in a cell of your choice.
AutoFormat
This is an automatic format application to cells that match pre-determined
conditions. This could be as simple as size.
Data Validation
This feature helps to avert inappropriate data from being entered into your
worksheet. Data validation promotes accuracy and consistency in the data to
be entered.
Pivot Table
This is a data summarization tool most commonly used to sort, average, to
sum up, data automatically. The information is heaved from one table while
the results are presented in another.
Pivot Chart
This type of chart provides a visual aid for pivot tables by providing
graphical illustrations of the pivot table data; the user can offer a level of
interactivity with the data.
Pivot Area
The pivot area is a point on the worksheet where you would drag a Pivot
Table field to rearrange how a report is displayed.
Source Data
This is the information used to create your pivot table. It can either exist
within the worksheet or from an external database.
Values Area
In a pivot table, Value areas are recognized as the cells that contain the
instantaneous information.
Item
These are sub-categories of fields in the pivot table. If you have an area that
is marked Country, the items could be the United States of America, Italy,
and so on.
CHAPTER TWO
UNDERSTANDING THE EXCEL RIBBON TABS
What’s the Ribbon?
The Ribbon is the central control panel of Excel. The ribbon offers shortcuts
to commands in Excel. A command is an action that the user performs. An
example of a command is creating a new document/workbook, saving a
document, printing a document, etc. The image below shows the ribbon used
in Excel 2020.
Paste - This button will paste the current contents from the
clipboard. The drop-down contains the commands: Paste,
Formulas, Paste Values, Use Text Import Wizard, No Borders,
Paste Link, Transpose Refreshable Web Query, Paste as
Hyperlink and Paste Special. The As Picture extension contains:
Copy as Picture, Paste Picture Link and Paste as Picture. Exactly
which commands are enabled will be determined by the type of
object that has been copied.
Cut - (Ctrl + X). Cuts the current selection and keep it in the
clipboard.
Copy - (Ctrl + C). Copies the current selection to the clipboard,
which can later be pasted. The drop-down contains the command
Copy as Picture as well.
Format Painter - Copies the format from a cell (or range),
allowing it to be pasted somewhere else.
Font
The "Format Cells" dialog box and Font tab can be displayed by clicking on
the dialog box launcher in the bottom right corner of the Home tab. This
section is used to format the type and size of your fonts; the options under
this tab include font type, font size, increase and decrease font, bold, italic,
and underline.
Alignment
You can show the "Format Cells" dialog box, Alignment tab, by clicking on
the dialog box launcher in the bottom-right corner of the home tab.
Number
You can display the "Format Cells" dialog box, Number tab, by clicking on
the dialog box launcher in the bottom right corner of the home tab.
Styles
Cells
Insert - Button with Drop-Down. The button is used to inserts
cells into the current selection thereby shifting cells down. The
drop-down contains the commands: Insert Cells, Insert Sheet
Columns, Insert Sheet Rows, and Insert Sheet.
Delete - Button with Drop-Down. The delete button always
deletes the current selection thereby shifting cells up. The drop-
down contains the commands: Delete Cells, Delete Sheet
Columns, Delete Sheet Rows and Delete Sheet.
Format – Button with Drop-Down. The format option provides a
range of useful commands that
Insert Tab
The insert tab permits the insertion of various inputs into your Excel
worksheet. Below are the insert options:
Tables
PivotTable – This feature displays the "Create PivotTable"
dialog box. It is used to arrange and
summarize complex data into a PivotTable. The drop-down contained
the commands: PivotTable and PivotChart. The PivotTable shows the
"Create PivotTable" dialog box and the PivotChart shows the "Create
PivotTable and PivotChart" dialog box.
Illustrations
Add-ins
Charts
The "Insert Chart" dialog box can be displayed by selecting your data and
clicking on the dialog box launcher in the bottom right corner of the tab. If a
chart is active the "Change Chart Type" dialog will be shown.
Recommended Charts – This is used to insert charts that are
recommended for the selected data. Excel will identify your data
type and give you some recommendations for the suitable charts.
Column or Bar - Drop-Down. It is used to visually compare
values across a few categories. The drop-down is made up of
these commands: 2-D Column, 3-D Column, 2-D Bar, 3-D Bar
and More Column Charts.
Line or Area - Drop-Down. It is used to show trends over time
such as year, day, month. The drop-down contains the
commands: 2-D Line, 3-D Line, 2-D Area, 3-D Area and More
Line Charts.
Pie or Doughnut - Drop-Down. It is used to show proportion of
a whole. The drop-down contains the commands: 2-D Pie, 3-D
Pie, Doughnut and More Pie Charts.
Hierarchy - Drop-Down. It is used to compare parts to a whole.
The drop-down contains the commands: Treemap, Sunburst and
More Hierarchy Charts.
Statistic - Drop-Down. It is used to statistically analyze your
data. The drop-down contains the commands: Histogram, Box
and Whisker and More Statistical Charts.
Scatter XY or Bubble - Drop-Down. It is used to show
relationship between set of values. The drop-down contains the
commands: Scatter, Bubble and More Scatter Charts.
Waterfall or Stock - This drop-down contains the commands:
Waterfall, Funnel, Stock, Surface, Radar and More Stock Charts.
Combo – This is used when the range of values varies or when
you have mixed data. The drop-down contains the commands:
Combo and Create Custom Combo Chart.
Maps - Drop-Down. The drop-down contains the commands:
Filled Map and More Map Options.
PivotChart – Button with Drop-Down. You can insert this to
graphically summarize and explore complicated data. The button
displays the "Create PivotChart" dialog box. The drop-down
contains the commands: PivotChart, and PivotChart &
PivotTable.
Surface or Radar - The drop-down contains the commands:
Surface, Radar and More Charts.
Other Charts - Drop-Down. Offers access to other chart types.
The drop-down contains the commands: Stock, Doughnut,
Surface, Radar, Bubble, and All Chart Types.
Tours
Sparklines
Filters
Links
Link - Button with Drop-Down. (Ctrl + K). Displays the "Insert
Hyperlink" dialog box. It is used to create link in your document
for quick access to the webpage.
Text
Text Box - Inserts a textbox that can be situated anywhere on the
page.
Header & Footer – This automatically positions your cursor in
the header box. This will then show the "Header & Footer Tools
- Design" contextual tab.
WordArt - Drop-Down. Gives you a choice of Word Art styles
that you can insert. The drop-down contains a gallery of various
styles.
Signature Line - Button with Drop-Down. The button inserts a
signature line that stipulates the individual who must sign. The
drop-down shows these commands: Microsoft Office Signature
Line and Add Signature Services.
Object - Displays the "Object" dialog box permitting you to
insert entrenched objects.
Symbols
This gives you access to insert symbols that are not on your system keyboard.
Equation - Drop-Down. From here, you can insert your desired
equation to your workbook. The drop-down contains the
commands: Area of Circle, Expansion of a Sum, Binomial
Theorem, Fourier Series and Insert New Equation.
The page setup gives you access to alter the setting of your workspace. Here,
you can change the orientation, margin, background, the page size, etc.
Margins - Drop-Down. Permits you to choose from one of your
built-in margin settings or lets you customize your own. The
drop-down contains these commands: Normal, Narrow, Wide,
and Custom Margins.
Orientation - Drop-Down. This lets you switch between
Landscape and Portrait layout.
Size - Drop-Down. It permits you select from all the different
available paper sizes for your document. The More Paper Sizes
displays the "Page Setup" dialog box, Page tab.
Print Area - Drop-Down. This allows you to choose the area on
the sheet you would like o print. The drop-down contains the
commands: Set Print Area and Clear Print Area.
Breaks - Drop-Down. This drop-down contains the commands:
Insert Page Break, Remove Page Break and Reset All Page
Breaks.
Background – This feature permits you to add a background
image to the worksheet. This caption changes to 'Delete
Background' if an image is allotted to the current worksheet.
Print Titles – It displays the "Page Setup" dialog box, Sheet tab.
This allows you to enter rows or columns to repeat on each
printed page.
Scale to Fit
Sheet Options
Arrange
Formulas Tab
Defined Names
Name Manager – This grant you access to find and modify all
the names used in the workbook.
Define Name - Button with Drop-Down. The drop-down
contains these commands: Define Names and Apply Names. The
Define Names lets you create workbook and worksheet level
named used and displays the "New Name" dialog box.
Use in Formula - Drop-Down. The drop-down contains a list of
all the names used in the workbook so you can paste them in the
current formula.
Create from Selection – This automatically generate names
from the selected cell. It enables you to name a selected range of
cells using a column or row title that you've entered.
Formula Auditing
Trace Precedents – This displays arrows that specify what cells
affect the value of the currently selected cell.
Trace Dependents – This as well displays arrows that specify
what cells are affected by the value in the currently selected cell.
Remove Arrows - Drop-Down. The button gets rid of all the
arrows drawn by the trace precedents and trace dependents. The
drop-down contains these commands: Remove Arrows, Remove
Dependent Arrows, and Remove Precedent Arrows.
Show Formulas - (Ctrl + '). This display of the formulas in each
cell rather than the result.
Error Checking - Drop-Down. This check for common error
that occur when using formula. The drop-down contains these
commands: Error Checking, Trace Error and Circular
References. The Circular References extension will only be
active when the current workbook comprises of at least one
circular reference.
Evaluate Formula – This helps you to debug a complex formula
so as to evaluate each part of the formula individually, in other
word; it allows you to step through a formula calculation so as to
verify its correctness.
Watch Window – This allows you to view the contents of cells
and their results as you update other parts of the worksheet.
Calculation
Data Tab
Data Tools
Forecast
What-If Analysis - Drop-Down. This function lets you try out
various values for the formula in your sheet using the drop-down
options. The drop-down contains these commands: Scenario
Manager, Goal Seek and Data Table.
Forecast Sheet – You can create a new worksheet to predict data
trend using this feature. It will let you forecast your timeline data.
Outline
Review Tab
Proofing
Spelling - (F7). The spelling feature lets you check the spelling
on the active worksheet.
Research – This toggle the display of the Research Task Pane.
Thesaurus – you can research another way of saying what you
mean by using this feature.
Accessibility
Check Accessibility – This displays the Accessibility Checker
Task Pane. This recognizes any parts of your workbook that
could be modified to aid people with disabilities.
Insights
Smart Lookup – This displays the Smart Lookup Task Pane.
This lets you learn more about the text you selected by searching
for images, definitions, and other related articles to the text.
Language
Translate – This translate the selected text into a different
language.
Comments
Notes
Notes - Drop-Down. The drop-down contains the commands:
New Note, Next Note, Previous Note, Show All Notes,
Show/Hide Note, and Convert to Comments.
Protect
Ink
Hide Ink - Drop-Down. This option will not delete
ink in your workbook rather it will hide it. The drop-down contains
these commands: Hide Ink, Delete All Ink on Workbook, and Delete
All Ink on Sheet.
View Tab
The commands for hiding and viewing workbooks as well as windows can be
found on this tab.
Workbook Views
Normal – This lets you view the worksheet in the normal view.
There is also a shortcut to this view in the bottommost right
corner of the status bar.
Page Break Preview - Used for adjusting page breaks whereby
you can see where the page break will appear when the document
is printed. There is also a shortcut to this view in the bottom right
corner of the status bar.
Page Layout – This shows the worksheet as it will appear on a
printed page. It displays a very helpful horizontal and vertical
ruler, you can as
Show
Formula Bar - Toggles the display of the formula bar so you can
see the formula in a cell.
Ruler – This helps to toggles the display of the vertical and
horizontal rulers n0065t to your document. It is only obtainable
when you are in Page Layout view. By default, the ruler shows
the default units that are indicated in the regional settings.
Gridlines – This shows the line between the rows and columns
in the sheet in order to make the sheet easier to read.
Headings - Toggles the display of the column heading and row
numbers.
Message Bar – This shows the message bar which allows any
required actions to be completed.
Zoom
Zoom – This allow you to zoom your worksheet to the level that
suits you.
100% - Zoom your workbook to 100% of its standard size.
Zoom to Selection - Zoom the worksheet to display just the
currently selected cells in the entire window.
Window
Macros
Macros - Drop-Down. The button is a shortcut to View Macros
displaying all the obtainable macros. The drop-down contains
these commands: View Macros, Record Macro, and Use Relative
References.
Help Tab
This tab offers quick access to the Help Task Windowpane and some useful
website links.
Help & Support
Help - Displays the Help task pane showing the home page so
you can get help from Microsoft.
Contact Support - Displays the Help task pane allowing you to
request help from an Office support agent.
Feedback – This pane displays the Feedback tab from the File
tab.
Show Training - Displays the Help task pane. This displays
training and learning contents.
What's New – This displays the What's New task pane, it allows
you to see the most recently installed updates.
Community
Tell Me Box
This is a search box that quickly lets you find relevant commands. You can
also use it to type in a question and related results will be displayed.
CHAPTER THREE
GETTING STARTED WITH EXCEL 2020
Launching Excel
To launch your Excel, first click on the start button and go to the list of all
programs and locate Excel; then double click it to open.
The start-up screen is made up of various sections, there you will see:
Recent documents
Blank workbook
Sample templates, etc.
Starting a New Workbook
There are a few ways of starting a new workbook. First, you can start a new
workbook by clicking on the blank workbook on the start-up interface as
shown below:
In another way round, you can perform auto sum and let it appear at the cell
appearing immediately after the cells containing your data. To do this, simply
highlight the data you wish to perform auto sum on and click the auto sum
button at the top right side of the worksheet under the home tab.
Renaming a Worksheet
A new sheet can be renamed simply by double-clicking on the sheet tab and
entering the new name you wish.
Coloring a Worksheet
You can add colors to your worksheet by right-licking the worksheet and
selecting color tab to make a choice of color.
Note: You can save your files either into your computer system or into your
online drive. These options are available to both save and save as option.
Saving into an online drive will launch you to your online drive.
Formatting Your Data
You can format your input data to your taste. First, we
will be looking at how to format your data fonts. In the home tab under font
options, there are various operations that you can perform on your input data
varying from font size, font style, font color and so on.
For the underline option, you can choose to use single or double underline
format. To choose either of these, click the drop-down icon by the underline
icon to show the drop-down for selection.
Just in case the displayed currency type is not the currency you are dealing in,
you can click the drop-down link beside the dollar symbol to load other
currency types. One thing you will observe after choosing a currency type for
your data is that decimal places will be input into your data.
You can choose to either increase or decrease the decimal place. To do this,
click the zeros button beside the currency type. There are basically two
buttons here, one is to increase the decimal places while the other is to
decrease the decimal place.
In the sample above, the data was entered into column D but as observed, the
data has exceeded column D and has lapsed into column E and F. To correct
this, navigate to the top of the original cell column (column D in this
example) and click the column, you will see that the column will be
highlighted.
Once this happens; position your cursor at the extreme right edge of the
column; then you will observe that the cursor will change to arrow-cross,
then you can now
click and drag the column edge to until your data fit in.
Another easier way you can do this is by highlighting the overlapped data cell
and navigating to the format pane at the top-right side and select autofit
column width (provided it overlaps by the width) or autofit column height
(provided it overlaps by the height).
Repeating a Format Using the Format Painter
There are times when you would have performed a whole lot of formatting to
a particular data and you will want to repeat the same formatting for different
data entirely. Instead of going through the whole process and steps taken on
the first data, you can make use of the format painter to repeat the formatting.
To do this, highlight the formatted data, then double click the format painter
button the top-right side of the worksheet.
Once you double click it, the previous formatting would have been activated
and ready to be applied to any other part or data on the same worksheet. To
apply the activated format, just click the cell containing the data you wish to
apply the format to; immediately all the formatting will be activated to it.
Formatting Data into Table
There are times when you will have a range of data which you will love to
format into a table. To do this, select the range of data you wish to format
into a table
Now navigate to the format as table in the style pane in the home tab. A
drop-down will show indicating different table formats, choose the one that
best suit your data.
Once you select the table format, immediately a pop up will show up
requesting your confirmation of cell involved. Click ok to proceed, then your
data will be transformed into a table form as shown below.
Rotating Text Directions
There are times when texts directions need to be rotated to a specific angle.
This is applicable mostly in tables though it can also be done on pure data. To
achieve this, select the cell containing the text you wish to rotate, after that
navigate to the alignment pane under home tab and click on the arrow at the
bottom right of the alignment pane to load more alignment options.
Once you click that button, the alignment extension will be loaded and you
can now select the angle of your text rotation.
You can also choose to enter the rotation angle in the box.
The same procedure goes for the row, if you wish to add a new row, follow
these steps to get it done.
An easier and faster means of inserting rows and column is by clicking the
row or column where you wish to add a new one then right-click and select
insert. This will automatically insert a new row/column depending on your
selection area.
Deleting a Cell
To delete a cell is simple, first select the cell/row/column as the case may be
and navigate to the cell pane at the top-right side of the pane and click delete.
This will inquire from you if you are deliting a sheet row or a sheet column
or a cell, choose the corresponding option to what you are deleting.
To unhide the data, just repeat the same procedure and select unhide and the
whole data will become visible again.
CHAPTER FOUR
CELL REFERENCING
What’s Cell Referencing?
A cell reference is also known as a cell address. It is a combination of a
column letter and a row number that defines a cell on a worksheet.
When cell referencing is used in a formula, it help Excel find the values the
formula should calculate. For example, to pull the value of B1 to another cell,
you use this simple formula: =B1. Also, to add up the values in cells B1 and
C2, you use this formula: =B1+C2.
A1 Reference Style
A1 is the default style used in most times for Excel referencing. In this style,
columns are defined by letters and rows by numbers; that is A1 entitles a cell
in column A, row 1.
R1C1 Reference Style
R1C1 is the referencing style where both rows and columns are recognized
by numbers, i.e. R1C1 designates a cell in row 1, column 1.
For example, to add up the values in cells A1 and A2, you type the equality
sign in the cell you wish to have the answer, click A1, type the plus sign,
click A2 and press Enter.
When writing a formula for a single cell, you can use any of these referencing
type, but if you intend to copy your formula to other cells, you must use the
appropriate address type because relative and absolute cell references behave
in a different way when filled to other cells.
SUM
This is the first Excel function I will be familiarizing you with. It is the one
that performs the basic arithmetic operation of addition.
Your Sum formula in Excel should include at least 1 number, referenced to a
cell or a range of cells. For example:
=SUM(A2:C6) – this adds up values in cells A2 through C6.
=SUM(A2, C6) – this adds up values in cells A2 and C6.
There are times when you will need to perform multiple functions such as
addition and division, you can perform this within a single formula, for
example, add up values in cells A2 through C6, and then divide the sum by 5:
=SUM(A2:C6)/5
Also, you can sum with conditions. To sum with conditions, use the SUMIF
function:
In the 1st argument, you input the range of cells to be verified
against the criteria (A1:A4)
In the 2nd argument, input the criteria itself (C2)
In the last argument, input the cells to sum (B1:B4)
AVERAGE
The second function we will be looking at is the average. Excel AVERAGE
function does exactly what its name implies, that is; it finds an average, or
arithmetic mean, of numbers.
Having a closer look at the formula from the previous example
(=SUM(A2:C6)/5), what this does is that it sums values in cells A2 through
C6, and then divides the result by 3, what it does here is called average;
dividing total by the frequency.
To perform an average, you can simply input this formula in a cell:
=AVERAGE(A2:C6)
To calculate average cells based on condition, use the AVERAGEIF formula,
where A2:C6 is the criteria range, D3 is he criteria, and E2:E6 are the cells to
average:
=AVERAGEIF(A2:C6, D3, E2:E6)
IF
This seems to be the most popular function in Excel. In simple terms, you use
an IF formula to ask Excel to verify a certain condition and return one value
or perform one calculation if the condition is met, and another value or
calculation if the condition is not met. For example:
IF(logical_test, [value_if_true], [value_if_false]). This will test the validity or
otherwise of the input data.
TRIM
There are times when your correct Excel formulas return just a bunch of
errors, one of the first things to check is extra spaces in the referenced cells.
These extra spaces need to be trimmed. There are quite a few ways to get rid
of unwanted spaces in Excel, with the TRIM function being the easiest one:
For example, to trim extra spaces in column B, enter the following formula in
cell B1, and then copy it down the column:
=TRIM(B1). This will eliminate all extra spaces in cells.
LEN
The LEN function is used to determine the number of characters in a certain
cell.
For example, if you wish to find out how many characters are in cell C2, Just
type the formula below into another cell:
=LEN(C2)
Note: Excel LEN function counts absolutely all characters including spaces.
AND & OR
These are the two most popular logical functions to verify multiple criteria.
AND returns TRUE if all conditions are met; FALSE if
otherwise.
OR returns TRUE if any condition is met; FALSE if otherwise.
CONCATENATE
This function is applicable when you want to take values from two or more
cells and combine them into one cell. For example, to combine the values
from cells A3 and B3, just enter this formula in a different cell:
=CONCATENATE(A3, B3)
We will be analyzing each of these formulas one after the other explaining
how to make use of each of them.
CONCAT FORMULA
The CONCAT formula concatenates a list together without a delimiter. That
is; CONCAT function is a built-inExcel function that is categorized as a
String/Text Function which allows you to join two or more strings together. It
was built to replaces the CONCATENATE function in previous Excel
version. Below is a formula breakdown for the CONCAT format:
=CONCAT(first text to combine, [second text to combine], …)
If you want to combine text or a range of cells together, the CONCAT
Formula in Excel will do this for you in a easily. It will simply combine the
text you specify together into a single text. To use the CONCAT function,
carry out the folowing tasks:
Enter the CONCAT function in a blank cell: =CONCAT(
Select the range of cells that you want to combine together e.g.
=CONCAT(A2:C4)
Apply the same formula to the rest of the cells by dragging the
lower right corner downwards.
Press enter key to complete the command.
IFS FORMULA
The Excel IFS function runs numerous tests and returns a value
corresponding to the first TRUE result. The IFS function can be used to
evaluate multiple conditions without multiple nested IF statements. IFS
permits shorter, easier to read formulas. Summarily, the IFS functions checks
multiple conditions and returns the value of the first TRUE condition.
Formula breakdown:
=IFS(first condition to check, value to return, [succeeding conditions to
check], …)
If you have several logical conditions to verify, instead of creating Nested IF
Formulas, we can use Excel’s IFS Formula. It allows us to specify several
conditions to check, then the IFS Formula will look for the first condition that
gets satisfied.
MAXIFS FORMULA
The Excel MAXIFS function returns the highest numeric value that meets
one or more criteria in a range of values. MAXIFS can be used with criteria
based on dates, text, numbers, and other conditions. If you need to get the
max value while performing filtering at the same time, the MAXIFS Formula
will do this for you in Excel.
The formula is written as:
=MAXIFS(cells that contains the values, first set of cells to base the filtering
on, filtering condition of first set of cells, …)
To use this function, take the following steps:
Enter the MAXIFS function in a blank cell: =MAXIFS(
Enter the MAXIFS arguments: max_range
Select the cells containing the sales numbers that you want to get
the maximum value from: e.g. =MAXIFS(C3:D8,
Select the cells containing the sales person names:
=MAXIFS(C3:D8, C9:C12,
Type in the filtering criteria e.g. =MAXIFS(C3:D8, C9:C12,
“Maxwell”)
Press enter.
MINIFS FORMULA
Just like the MINIFS formula, this gets the minimum value based on the cells
that matches the criteria. If you need to get the minimum value while
performing filtering at the same time, the MINIFS Formula will do this for
you.
The formula breakdown is as below:
=MINIFS(cells that contains the values, first set of cells to base the filtering
on, filtering condition of first set of cells, …)
To use the MINIFS function, you need to specify on which data you want to
get the MIN value, then specify one or more conditions used for filtering. In
the step below, we want to get the minimum sales of Maxwell. Follow these
steps:
Enter the MINIFS function in a blank cell: =MINIFS(
Enter the MINIFS arguments: min_range
Select the cells containing the sales numbers that you want to get
the minimum value from: =MINIFS(B9:C13,
Select the cells containing the sales person names:
=MINIFS(B9:B13, C9:C13,
Type in the filtering criteria, here our filtering criteria is
Maxwell: =MINIFS(B9:B13, C9:C13, “Maxwell”). You now
have Maxwell’s lowest sales number.
SWITCH FORMULA
The SWITCH function compares one value against a list of values, and
returns a result equivalent to the first match. It simply matches multiple
values and returns the first value that has a match.
The formula breakdown is as follow:
=SWITCH(expression, value1, result1, [value2 / default, result2], …)
That is;
=SWITCH (value to check, value to match against, result to return,
[succeeding values to match or the default value if nothing gets matched], …)
The steps in using the SWITCH function is as follow:
Enter the SWITCH function in a blank cell: =SWITCH(
Enter the SWITCH arguments:
Select the cell containing the rating that you want to translate to
the correct description =SWITCH(G7,
Beginning from the first value of the rating table. If the value is
1, then the description is “Bad” =SWITCH(G7, 1, “Bad”
Check the second value of the rating table. If the value is 2, then
the description is “Average” =SWITCH(G7, 1, “Bad”, 2,
“Average”,
Check the third value of the rating table. If the value is 3, then
the description is “Great” =SWITCH(G7, 1, “Bad”, 2,
“Average”, 3, “Great”,
TEXTJOIN FORMULA
The Microsoft Excel TEXTJOIN function lets you to join two or more strings
together with each value separated by a delimiter. It concatenates a list with a
specified delimiter.
The formula breakdown is as follow:
=TEXTJOIN(delimiter, ignore_empty, text1, …)
That is; =TEXTJOIN(the delimiter, ignore empty cells in combining text,
first text/range to combine, …). To use the TEXTJOIN function, carry out
these tasks:
Enter the TEXTJOIN function in a blank cell: =TEXTJOIN(
Enter the TEXTJOIN arguments: =TEXTJOIN(“,”,
Let us set to TRUE to ignore the empty cells when combining
them together: =TEXTJOIN(“,”, TRUE,
Select the range of cells that you want to combine together.
=TEXTJOIN(“,”, TRUE, C3:E8)
Apply the same formula to the rest of the cells by dragging the
lower right corner downwards. You now have your combined
text.
CHAPTER SIX
WORKING WITH EXCEL 2020
Understanding Cells
The cell is where the information on the worksheet is entered. The worksheet
contains thousands of rectangles that are known to be the cells. The cell, on
the other hand, is an intersection of a row and a column. The Columns are
tagged with letter of the alphabet (A, B, C, etc.) while the rows are tagged
with numerical values (1, 2, 3, etc.)
Whenever you work with Excel, you'll enter information, or content, into
cells. Cells are the basic building blocks of a worksheet. You'll need to learn
the basics of cells and cell content to calculate, analyze, and organize data in
Excel.
Every worksheet is made up of thousands of rectangles, which are called
cells. A cell is the intersection of a row and a column. Columns are identified
by letters (A, B, C), while rows are identified by numbers (1, 2, 3)
Every cell on the worksheet has its name or cell address and this is displayed
at the top left corner of the worksheet.
A group of cells is known as cell range; the cell range is the combination of
more than two cells and for example, the cell range is written in this manner
A1: A5 or B1: B5
Type the content into the cell and press Enter and the content will
appear in the cell and also on the formula bar
NOTE: You can delete the content of the cell
Selecting the cell content to be delete
Press the Delete or Backspace to delete
Select the Delete command from the Home tab from the Ribbon
and follow the option that suits you
Go to Copy command on the Home tab (you can use ctrl+C for
this operation)
Then select the area you wish to paste the content and then click
on Paste on the Home tab. Keep this mind; the copied cell will
have a dashed box around them for identification (you can also
use ctrl+ V to paste)
Click, hold and drag the fill handle until all the cells you wish to
fill are duplicated
Then release the mouse to fill the selected cell
You can as well use the fill handle to continue a series in the form of
numbers (1,2,3) or days (Monday, Tuesday, Wednesday). In most cases, you
will need to select more than one cell before this fill handle can work.
The pictures below will give us a clearer illustration of how to continue a
series with the fill handle
Go to the Home tab, click on the Font command and change the
font size to the one you desire
Changing the font color
To change the font color of your cell, all you need to do is:
Select the cell you wish to change its font color
Go to the Home tab, click on the Font Colour command and
change the font size to the one you desire
After you must have done this, the font color will change
Using the bold, italics, and underlined commands
Select the cell you wish to change its font color
Go to the Home tab, click on bold, italics, or underlined
command to make the desired changes
Go to the Home tab, click on the Fill color and select the color
you want
Go to the Home tab, click on the Border command and select the
border style you want
Here on this page, the selected border will appear
NOTE: You can also draw the border by yourself and also add colors to the
border with the Draw tools at the bottom of the Borders drop-down menu
From the Home tab, go to Merge and Centre to choose the option
you desire in the listed options
From the Home tab, go to the Select Text command and the texts
in the cells will be wrapped
The texts in the cells will be wrapped
CHAPTER SEVEN
WORKING WITH EXCEL FORMULAS AND
FUNCTIONS
Formulas
Formulas in Excel has been extensively discussed in the earlier chapter.
Formulas in excel can be described as a statement written in the alphanumeric
pattern, which can perform a particular function on a cell or a range of cells
based on the values from other cells or range of cells. For instance; {=Sum
(A1+A2) adds up the value in cell A1 with the one in cell A2.}, {=Average
(A1: A5) shows a simple average of the values from cell A1 to cell A5}.
Excel uses standard operators for formulas, such as a plus sign for addition
(+), a minus sign for subtraction (-), an asterisk for multiplication (*), a
forward slash for division (/), and a caret (^) for exponents.
Start typing in the formula with the equal sign preceded by the
first cell address with the mathematical sign you wish to use and
lastly followed by the other cell address
Click the Enter key and the formula will be calculated with the
value displayed in the cell
NOTE: let’s assume you want to make some changes to a formula in the cell,
all you have to do is just:
Select the cell that contains the formula to be edited
After this, press the Enter key and automatically, the formula will
be updated by itself
Functions
Functions are pre-programmed formulas already available in Excel which
makes it easier to perform calculations on topics like statistics, date and time
arithmetic, financial calculations, engineering, and the likes. Just like the
formula, you need to start the function with an equal sign before the function
name.
To use a function, one must understand what an argument is. The argument is
what contains what is to be calculated in form of cell addresses and they are
contained or enclosed within parenthesis.
Examples of Functions are SUM, AVERAGE, COUNT, MAX, MIN,
COUNTA, IF, TRIM, etc.
Type in first the equal sign and then the function name
Open the parenthesis and highlight the cells to affect the changes
and then click on Enter and the final result will be displayed at
the end of the cell
You can also insert a function by using the Function command by following
the steps below
Select a cell and click on the Insert function button above the
worksheet
Then click on Ok
For example, we want to look up for the amount made by John in Feb the
table below
The next parameter is the look up array with cell referencing A5:
A12
Follow by the third parameter which is the return array with cell
referencing E5: E12
To show the value that appears once on the list, go to the formula
bar and edit the UNIQUE function by changing to TRUE- return
every item that appears once
Then the value that appears once will only display
And to change it from Chart Title, just click into the textbox to
any title of your choice
NOTE: To change the color, font size, and the font type, just right-click on
the Chart title
Select the Chart layout you want and the changes will be effected
on the Chart
Here on this page, the rows and columns of the data will be
switched
EXCEL SHORTCUTS
Editing shortcuts
Keys Functions
F2 To edit cell
Ctrl + C To copy
Ctrl + V To paste
Ctrl + X To cut
Ctrl + D To fill down
Ctrl + R To fill right
Alt+ E+ S Paste special
F3 To paste the name into a formula
F4 Toggle reference
Alt +Enter To start another new line within the
same old cell
Shift + F2 To insert or edit a cell comment
Shift + F10 To display a shortcut menu
Ctrl + F3 To define the name of a cell
Ctrl + Shift + A To insert arguments names with
parentheses for a function after typing
a function name in a formula
Alt + I + R To insert a row
Alt + I + C To insert a column
Formatting shortcuts
Keys Functions
Ctrl + B To bolden
Ctrl + I For italics
Ctrl + Z To undo
Ctrl + Y To repeat the last action
Ctrl + A To select all cells
Ctrl + 1 To display or bring up the format cell
menu
Ctrl + Shift + ! For number formatting
Ctrl + Shift + % For percent format
Ctrl + Shift + # For date format
Alt + h To increase decimal
Alt + h+ 9 To decrease decimal
Alt + h + 6 To increase indent
Navigation shortcuts
Keys Functions
Arrow To move from one cell to the next
F5 Go to
Ctrl + Home Go to cell 1
Home To go to the beginning of a row
Shift + Arrow To select the adjacent cell
Shift + Spacebar To select an entire row
Ctrl + Spacebar To select an entire column
Ctrl + Shift + Home To select all to the start of the sheet
Ctrl+ Shift + End To select all to the last used cell of
the sheet
Ctrl + Shift + Arrow To select the end of the last used
row/column
Ctrl + Arrow To select the last used cell in
rows/columns
PageUp To move the screen up
PageDown To move the screen down
Alt + PageUp To move the screen to the left
Alt+ PageDown To move the screen to the right
Ctrl + PageUP/Down To move the next or previous
worksheet
Ctrl + Tab To move to the next worksheet
while on the spreadsheet
Tab To move to the next cell
File shortcuts
Keys Functions
Ctrl + N New
Ctrl + O To open
Ctrl + S To save workbook
F12 Save As
Ctrl + P Print
Ctrl + F2 To open the preview print window
Ctrl + Tab To move to the next workbook
Ctrl + F4 To close a file
Alt + F4 To close all open Excel files
Paste special shortcuts
Keys Functions
Ctrl + Alt + V+T Paste Special formats
Ctrl + Alt + V+V Paste Special values
Ctrl + Alt + V+F Paste Special formulas
Ctrl + Alt + V+ C Paste Special comments
Ribbon shortcuts
Keys Functions
Alt To show ribbon accelerator keys
Ctrl + F1 To show or hide the ribbon
Clear shortcuts
Keys Functions
Delete To clear cell data
Alt+ h + e + f To clear cell format
Alt+ h + e + m To clear cell comments
Alt+ h + e + a To clear all data formats and
comments
Selection shortcuts
Keys Functions
Shift + Arrow To select a cell range
Ctrl + Shift + Arrows To highlight a contiguous range
Shift + PageUp To extend selection up one screen
Shift + PageDown To extend selection down one screen
Alt + Shift + PageUp To extend selection left one screen
Alt + Shift + PageDown To extend selection right one screen
Ctrl + A Select or highlight all
Other shortcuts
Keys Functions
Ctrl + ; To enter date
Ctrl +: To enter time
Ctrl + ‘ To show formula
Ctrl + ] To select an active cell
Alt To drive menu bar
Alt + Tab To open the next program
Alt + = To autosum
The ideas will pop up any graph suitable to display your data,
then click on insert
Click on Go to special
In the Delete option., select Shift cell left and the blanks cell will
be deleted
How to remove duplicate data from Excel workbook
If you have a list of data in Excel and you want to remove the duplicates, do
the following
Hight light the data
Click on the options that come up depending on the one you want
and click on Ok
Here in the worksheet, the change is effected
NOTE: The steps above can be applied when adding multiple columns in a
worksheet
A window pops up showing you the list of data on the web page,
select the data you want and then click on Load