Microsoft Excel

Microsoft Excel is a software program produced by Microsoft that allows users to

organize, format and calculate data with formulas using a spreadsheet system. MS Excel is a
commercial spreadsheet application that is produced and distributed by Microsoft for Microsoft
Windows and Mac OS operating systems. It features the ability to perform basic calculations,
use graphing tools, create pivot tables and create macros, among other useful features.

Essential Questions

• How can spreadsheet communicate with data?

Intended Learning Outcome

• Master and navigate applications properly.

• Proficient in spread sheets. Saves time increase productivity. With the basic
advance excel skills.
Diagnostic Task

Answer with YES or NO, if you know these shortcuts.

1. Ctrl+W
2. Alt+H, H
3. Alt+M
4. Ctrl+0
5. Ctrl+9
6. Shift+Tab
7. Ctrl+End
Microsoft Excel
A software program created by Microsoft that uses spreadsheets to organize numbers
and data with formulas and functions. Spreadsheet applications such as MS Excel use a
collection of cells arranged into rows and columns to organize and manipulate data. They can
also display data as charts, histograms and line graphs. MS Excel permits users to arrange data
in order to view various factors from different perspectives. Microsoft Visual Basic is a
programming language used for applications in Excel, allowing users to create a variety of
complex numerical methods. Programmers are given an option to code directly using the Visual
Basic Editor, including Windows for writing code, debugging and code module organization.

History of Microsoft Excel

In the early days of accessible PC business computing, Microsoft Excel played a central
role in bookkeeping and record-keeping for enterprise operations. Microsoft Excel has been
around since 1982, first introduced as Multiplan, a very popular CP/M (Control Program for
Microcomputers), but lost popularity on MS-DOS systems to Lotus 1-2-3. In 1987, Microsoft
introduced Excel v2.0 for Windows and by 1988 began to outsell Lotus 1-2-3 and the emerging
QuatroPro. In 1993, Microsoft released Excel v5.0 for Windows which included VBA (Visual
Basic for Applications), aka Macros. This opened up almost unlimited possibilities in automation
of repetitive tasks for crunching numbers, process automation, and presenting data for
businesses.

Uses of Microsoft Excel

Excel is typically used to organize data and perform financial analysis. It is used across all
business functions and at companies from small to large. The main uses of Excel include:

• Data entry
• Data management
• Accounting
• Financial analysis
• Charting and graphing
• Programming
• Time management
• Task management
• Financial modeling
• Customer relationship management (CRM)
The uses of Microsoft Excel and the Office Suite are almost limitless. The most popular and
powerful built-in Excel features:

• Efficiently model and analyze almost any data

• Zero in on the right data points quickly
• Create data charts in a single cell
• Access your spreadsheets from virtually anywhere
• Connect, share, and accomplish more when working together
• Take advantage of more interactive and dynamic PivotCharts
• Add more sophistication to your data presentations
• Do things easier and faster
• Harness more power for building bigger, more complex spreadsheets
• Publish and share through Excel Services
Informative Task
True or False
1. Microsoft Excel has been around since 1982, first introduced as Multiplan.
2. Microsoft introduced Excel v2.0 for Windows and by 1988.
3. Microsoft Excel is a software program created by Microsoft that uses spreadsheets to
organize numbers and data with formulas and functions.
4. Excel is not typically used to organize data and perform financial analysis.
5. The uses of Microsoft Excel and the Office Suite are almost limited.
6. Excel lets you do things complicated.
7. Programmers are given an option to code directly using the Visual Basic Editor,
including Windows for writing code, debugging and code module organization.
Frequently used shortcuts
Ctrl + W Close workbook
Ctrl + O Open workbook
Ctrl + C Copy
Ctrl + V Paste
Ctrl + Z Undo
Ctrl + S Save
Ctrl + 9 Hide the selected rows
Ctrl + 0 Hide the selected columns
Alt + M Go to Formula Tab
Alt + H, B Add borders

Keyboard shortcuts for navigating in cells

Shift + Tab Move to the previous cell in a worksheet or
the previous option in a dialog.
Ctrl + Arrow keys Move to the edge of the current data region in
a worksheet.
Ctrl + End Move to the last cell on a worksheet, to the
lowest used row of the rightmost used
column.
End, Arrow keys Enter the End mode, move to the next
nonblank cell in the same column or row as
the active cell, and turn off End mode. If the
cells are blank, move to the last cell in the
row or column.
Ctrl + Shift + End Extend the selection of cells to the last used
cell on the worksheet (lower-right corner).
Home + Scroll lock Move to the cell in the upper-left corner of the
window when Scroll Lock is turned on.
Ctrl + Home Move to the beginning of a worksheet.
Page down Move one screen down in a worksheet.
Ctrl + Page down Move to the next sheet in a workbook.
Alt + Page down Move one screen to the right in a worksheet.
Page up Move one screen up in a worksheet.
Ctrl + Page up Move to the previous sheet in a workbook.
Alt + Page up Move one screen to the left in a worksheet.
Tab key Move one cell to the right in a worksheet. Or,
in a protected worksheet, move between
unlocked cells.
Alt + Down arrow key Open the list of validation choices on a cell
that has data validation option applied to it.
Ctrl+Alt+5, then the Tab key repeatedly Cycle through floating shapes, such as text
boxes or images.
Esc Exit the floating shape navigation and return
to the normal navigation.
Ctrl + Shift, then scroll your mouse wheel up Scroll horizontally.
to go left, down to go right

Keyboard shortcuts for formatting cells

Ctrl+1 Open the Format Cells dialog.
Ctrl + Shift + F or Ctrl + Shift + P Format fonts in the Format Cells dialog.
F2 Edit the active cell and put the insertion point
at the end of its contents. Or, if editing is
turned off for the cell, move the insertion
point into the formula bar. If editing a formula,
toggle Point mode off or on so you can use
arrow keys to create a reference.
Shift+F2 Insert a note
Open and edit a cell note
Ctrl + Shift + F2 Insert a threaded comment
Open and reply to a threaded comment
Ctrl + Shift + Plus sign (+) Open the Insert dialog to insert blank cells.
Ctrl + Minus sign (-) Open the Delete dialog to delete selected
cells.
Ctrl + Shift + colon (:) Enter the current time.
Ctrl + semi-colon (;) Enter the current date.
Ctrl + grave accent (`) Switch between displaying cell values or
formulas in the worksheet.
Ctrl + apostrophe (') Copy a formula from the cell above the active
cell into the cell or the Formula Bar.
Ctrl + Alt + V Open the Paste Special dialog.
Ctrl + I or Ctrl + 3 Italicize text or remove italic formatting.
Ctrl + B or Ctrl + 2 Bold text or remove bold formatting.
Ctrl + U or Ctrl + 4 Underline text or remove underline.
Ctrl + 5 Apply or remove strikethrough formatting.
Ctrl + 6 Switch between hiding objects, displaying
objects, and displaying placeholders for
objects.
Ctrl + Shift + ampersand (&) Apply an outline border to the selected cells.
Ctrl + Shift + underline Remove the outline border from the selected
cells.
Ctrl + 8 Display or hide the outline symbols.
Ctrl + D Use the Fill Down command to copy the
contents and format of the topmost cell of a
selected range into the cells below.
Ctrl + Shift + tilde sign (~) Apply the General number format.
Ctrl + Shift + dollar sign ($) Apply the Currency format with two decimal
places (negative numbers in parentheses).
Ctrl + Shift + percent sign (%) Apply the Percentage format with no decimal
places.
Ctrl + Shift + caret sign (^) Apply the Scientific number format with two
decimal places.
Ctrl + Shift + number sign (#)
Ctrl + Shift + at sign (@)
Ctrl + Shift + exclamation point (!)
Ctrl + L or Ctrl + T
Ctrl + K
Apply the Date format with the day, month,
and year.
Apply the Time format with the hour and
minute, and AM or PM.
Apply the Number format with two decimal
places, thousands separator, and minus sign
(-) for negative values.
Display the Create Table dialog.
Open the Insert hyperlink dialog.

Keyboard shortcuts for working with data, functions, and the

formula bar
F2 Edit the active cell and put the insertion point
at the end of its contents. Or, if editing is
turned off for the cell, move the insertion
point into the formula bar. If editing a formula,
toggle Point mode off or on so you can use
arrow keys to create a reference.
Ctrl+Shift+U Expand or collapse the formula bar.
Esc Cancel an entry in the cell or Formula Bar.
Enter Complete an entry in the formula bar and
select the cell below.
Move to the first field in the next record of a
data form.
Ctrl+End Move the cursor to the end of the text when
in the formula bar.
Ctrl+Shift+End Select all text in the formula bar from the
cursor position to the end.
F9 Calculate all worksheets in all open
workbooks.
Shift+F9 Calculate the active worksheet.
Ctrl+Alt+F9 Calculate all worksheets in all open
workbooks, regardless of whether they have
changed since the last calculation.
Ctrl+Alt+Shift+F9 Check dependent formulas, and then
calculate all cells in all open workbooks,
including cells not marked as needing to be
calculated.
Alt+Shift+F10 Display the menu or message for an Error
Checking button.
Ctrl+Shift+A Insert argument names and parentheses
when the insertion point is to the right of a
function name in a formula.
Ctrl+E Invoke Flash Fill to automatically recognize
patterns in adjacent columns and fill the
current column
 F4 Cycle through all combinations of absolute
and relative references in a formula if a cell
reference or range is selected.
Shift+F3 Insert a function.
Ctrl+Shift+Straight quotation mark (") Copy the value from the cell above the active
cell into the cell or the formula bar.
Alt+F1 Create an embedded chart of the data in the
current range.
F11 Create a chart of the data in the current
range in a separate Chart sheet.
Alt+M, M, D Define a name to use in references.
F3 Paste a name from the Paste Name dialog (if
names have been defined in the workbook.
Alt+F8 Create, run, edit, or delete a macro.
Alt+F11 Open the Microsoft Visual Basic for
Applications Editor.

Basic Formula for Excel

SUM
The SUM function is the first must-know formula in Excel. It usually aggregates values from a
selection of columns or rows from your selected range.
=SUM(number1, [number2], …)
Example:
=SUM(B2:G2) – A simple selection that sums the values of a row.
=SUM(A2:A8) – A simple selection that sums the values of a column.
=SUM(A2:A7, A9, A12:A15) – A sophisticated collection that sums values from range A2 to A7,
skips A8, adds A9, jumps A10 and A11, then finally adds from A12 to A15.
=SUM(A2:A8)/20 – Shows you can also turn your function into a formula.
AVERAGE
The AVERAGE function should remind you of simple averages of data such as the average
number of shareholders in a given shareholding pool.
=AVERAGE(number1, [number2], …)
Example:
=AVERAGE(B2:B11) – Shows a simple average, also similar to (SUM(B2:B11)/10)
COUNT
The COUNT function counts all cells in a given range that contain only numeric values.
=COUNT(value1, [value2], …)
Example:
COUNT(A:A) – Counts all values that are numerical in A column. However, you must adjust the
range inside the formula to count rows.
COUNT(A1:C1) – Now it can count rows.
COUNTA
Like the COUNT function, COUNTA counts all cells in a given rage. However, it counts all cells
regardless of type. That is, unlike COUNT that only counts numeric, it also counts dates, times,
strings, logical values, errors, empty string, or text.
=COUNTA(value1, [value2], …)
Example:
COUNTA(C2:C13) – Counts rows 2 to 13 in column C regardless of type. However, like
COUNT, you can’t use the same formula to count rows. You must make an adjustment to the
selection inside the brackets – for example, COUNTA(C2:H2) will count columns C to H
IF
The IF function is often used when you want to sort your data according to a given logic. The
best part of the IF formula is that you can embed formulas and function in it.
=IF(logical_test, [value_if_true], [value_if_false])
Example:
=IF(C2<D3, ‘TRUE,’ ‘FALSE’) – Checks if the value at C3 is less than the value at D3. If the
logic is true, let the cell value be TRUE, else, FALSE
=IF(SUM(C1:C10) > SUM(D1:D10), SUM(C1:C10), SUM(D1:D10)) – An example of a complex
IF logic. First, it sums C1 to C10 and D1 to D10, then it compares the sum. If the sum of C1 to
C10 is greater than the sum of D1 to D10, then it makes the value of a cell equal to the sum of
C1 to C10. Otherwise, it makes it the SUM of C1 to C10.
TRIM
The TRIM function makes sure your functions do not return errors due to unruly spaces. It
ensures that all empty spaces are eliminated. Unlike other functions that can operate on a range
of cells, TRIM only operates on a single cell. Therefore, it comes with the downside of adding
duplicated data in your spreadsheet.
=TRIM(text)
Example:
TRIM(A2) – Removes empty spaces in the value in cell A2.
MAX & MIN
The MAX and MIN functions help in finding the maximum number and the minimum number in a
range of values.
=MIN(number1, [number2], …)
Example:
=MIN(B2:C11) – Finds the minimum number between column B from B2 and column C from C2
to row 11 in both columns B and C.
=MAX(number1, [number2], …)
Example:
=MAX(B2:C11) – Similarly, it finds the maximum number between column B from B2 and
column C from C2 to row 11 in both columns B and C.
Summative Task
Identification. Input the right shortcut for each function.
1. Open the Microsoft Visual Basic for Applications Editor.
2. Insert argument names and parentheses when the insertion point is to the right of a
function name in a formula.
3. Check dependent formulas, and then calculate all cells in all open workbooks, including
cells not marked as needing to be calculated.
4. Open the Paste Special dialog.
5. Edit the active cell and put the insertion point at the end of its contents. Or, if editing is
turned off for the cell, move the insertion point into the formula bar. If editing a formula,
toggle Point mode off or on so you can use arrow keys to create a reference.
6. Save
7. Move to the previous sheet in a workbook.
8. Create a chart of the data in the current range in a separate Chart sheet.
9. Create, run, edit, or delete a macro.
10. Hide the selected columns
11. Complete an entry in the formula bar and select the cell below.
12. Insert a threaded comment. Open and reply to a threaded comment.
13. Open the Insert hyperlink dialog.
14. Calculate all worksheets in all open workbooks, regardless of whether they have
changed since the last calculation.
15. Display the menu or message for an Error Checking button.