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There are 11 more sheets in this tour.

The instructions for each sheet start in cell A1, and each subsequent step is in cell A2, A3, and so on.
The instructions will indicate which cells to navigate to for use of a feature, or further reading.

Lab2
We also recommended using Apple's screen reader, VoiceOver, to access certain menus and buttons. To start using VoiceOver, press COMMAND+F5 or
COMMAND+FN+F5. The press your VO modifier keys to activate the menu items. The VO modifier is typically CONTROL+OPTION, but it may be different
on your Mac.
To start, press CONTROL+PAGE DOWN (or press CONTROL+FN+DOWN ARROW if you're on a MacBook).
In just 10 steps, you'll be up and running with
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ARROW

Let's go >
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Add numbers like a champ
Add numbers like a champ
Here are some ways to add up numbers in Excel:
Cells C3 through
Here are D7some
contain datatowith
ways addtwo
up columns.
numbersOne for Fruit, and one for Amount.
in Excel:
Go to D8 by pressing CONTROL+G, tab, type D8, and then press ENTER.
1 Select
Type =SUM(D4:D7), the yellow
then press ENTER.cell under the amounts for fruit.
The result is 170.
Here's another way to add, using a shortcut key. Cells F3 through G7 contain data with two columns: Meat and A
2 Type
Go to cell G8. On the
=SUM(D4:D7), and then press Return. When you're done, the result
Formulas tab, select AutoSum. Then, press ENTER.
is 170.
The result in cell G8 is 140.
3 wayNow
Here's another to add.
useCells C10 through
a shortcut D15 have
key. Select the two columns
yellow of data:
cell under theItem and Amount.
amounts for
meat.
Now add only the numbers over 50. Go to cell D16. Type =SUMIF(D11:D15 comma ">50"), then press Enter. The res
EXTRA CREDIT: Cells F10 through G15 contain data with two columns: Item and Amount. Go to cell G16. Try adding
4 moreOn the Formulas tab, click AutoSum. Then, press Return. The result is 140.
Dive down for detail: Go to A27. Or, to proceed to the next step, press CONTROL+PAGE DOWN (or press

5 Now add only the numbers over 50. Select the last yellow cell. Type
=SUMIF(D11:D15,">50") and then press Return. The result is 100.

Dive down for more detail Next step

More about the SUM function


More about the SUM function
In some of the above tips, we taught you how to use the SUM function. Here are more details about it.
Cells C37 through D41 contain data with two columns: Fruit and Amount.
In some
The formula in cellof the=SUM(D38:D41).
D42: above tips, we taught you how to use the SUM function. Here are
more details about it. Double-click a yellow cell on the right, and then read along with
If the SUMthe function in cell D42 could talk, it would say this: Sum up the values in cells D38, D39, D40, and D41.
text below.
Here's another way it can be used:
Cells C47 If the SUM
through D48function couldwith
contain data talk,
twoit would sayItem
columns: this:and Amount.
Cells F47 through G51 contain data with two columns: Item and Amount.
Cells E53 through E54 contain data with one column: Total.
The formula Sumin cell E54: =SUM(D48
up the …the valuescomma
in G48:G51 comma 100).
following:
If the formula cellstalk,
in cell E54 could D38,it D39,
would say: Sum the following: the value in cell D48, the values in cells G48
The formula D40, and D41.
  in cell E54 uses the following:
• A single cell reference, which   is the "address" or "name" of a cell. D48 is the single cell reference in the formula
• A range of cells, which is a series of cells starting at one cell and ending at another. G48:G51 is the range of cells
• A constant, which is the number 100.
=SUM(D38:D41)
IMPORTANT DETAIL: Go to cell E54. You'll notice the 100 toward the end of the formula. Although it's possible to put numbers
=SUM(D38:D41)
Go to cell A66 for the next instruction. Or, to proceed to the next step, press CONTROL+PAGE DOWN (or press CONTROL+FN+
Here's another way it can be used:

Sum the …the …the values …and


following value in cells G48, 100.
: in cell G49, G50,
D48… and G51...   
 

=SUM(D48,G48:G51,100)
The formula above uses the following:

• A single cell reference, which is the "address" or "name" of a cell. D48 is the single
cell reference in the formula above.
• A range of cells, which is a series of cells starting at one cell and ending at another.
G48:G51 is the range of cells in the formula.
• A constant. The constant in this formula is the number 100.

More about the SUMIF function


More about the SUMIF function
We also showed you the SUMIF function at the top of this sheet in cells A10 and A11. The SUMIF function sums up totals base
Cells C72 through D77 contain data with two columns: Item and Amount.
Weinalso
The formula cellshowed you the SUMIF
D78: =SUMIF(D73:D77 function
comma at the top of this sheet. The SUMIF function
">50").
sums up totals based on a criterion. If the SUMIF function could talk, it would say this:
If the SUMIF function could talk, it would say this: Sum up some values based on this criterion, look through these cells D73 th
NOTE: If you find you are making a lot of SUMIF formulas, you might find that a PivotTable is a better solution. See the Pi
Cells
GOODF72 KNOW:Sum
TOthrough Goup
G77 some
tocontain ....Look
data
cell G78. Thewith ...and
cell ifG78:
two columns:
formula in the
Item and Amount. comma ">=50") is different from the formula in ce
=SUMIF(G73:G77
values based through value is
on this these greater than
Go to cell A86 to go to the next instruction.
criterion: cells... Or,50,
to sum
proceedit up.to the next step, press CONTROL+PAGE DOWN (or

=SUMIF(D73:D77,">50")
NOTE: If you find you are making a lot of SUMIF formulas, you might find that a
PivotTable is a better solution. See the PivotTable worksheet for more information.

More information on the web


More information on the web
More information on the web
All about the SUM function
All about the SUMIF function
Excel training online
All about
Go back to top by pressing the SUM function
CONTROL+HOME. To proceed to the next step, press CONTROL+PAGE DOWN (or press CONTROL+F

All about the SUMIF function

Excel training online

Back to top Next step


Fruit Amount Meat Amount
Apples 50 Beef 50
Oranges 20 Chicken 30
Bananas 60 Pork 10
Lemons 40 Fish 50
170 140

Item Amount Item Amount


Bread 50 Bread 50
Donuts 100 Donuts 100
Cookies 40 Cookies 40
Cakes 50 Cakes 50
Pies 20 Pies 20
100 160
EXTRA CREDIT
Try adding another
SUMIF formula here,
but add amounts that
are less than 100. The
result should be 160.

Fruit Amount
CHECK THIS OUT
Apples 50 Select these cells. Then in the
Oranges 20 lower-right corner of the Excel
Bananas 60 window, look for this:
Lemons 40
possible to put numbers in 170
That's just another way to
quickly find a total.
lower-right corner of the Excel
window, look for this:

That's
or press CONTROL+FN+DOWN ARROW if you're on a just another way to
MacBook).
quickly find a total.

Item Amount Item Amount


Table 20 Cars 20
Trucks 10
Bikes 10
Skates 40

Total:
200

IMPORTANT DETAIL
Double-click this cell. You'll notice the 100 toward the
end. Although it's possible to put numbers in a
formula like this, we don't recommend it unless it's
absolutely necessary. This is known as a constant, and
it's easy to forget that it's there. We recommend
referring to another cell instead, like cell D16. That
way it's easily seen and not hidden inside a formula.

tion sums up totals based on a criterion.

ough these cells D73 through D77, and if the value is greater than 50 sum it up.
ter solution. See the PivotTable worksheet for more information.
Item Amount Item Amount
Bread 50 Bread 50
Donuts 100 Donuts 100
Cookies 40 Cookies 40
Cakes 50 Cakes 50
Pies 20 Pies 20
100 200

GOOD TO KNOW
Double-click this cell and you'll see that the
formula is different. Specifically, the sum criteria is
">=50" which means greater than or equal to 50.
There are other operators you can use like "<=50"
which is less than or equal to 50. And there's
"<>50" which is not equals 50.
">=50" which means greater than or equal to 50.
There are other operators you can use like "<=50"
which is less than or equal to 50. And there's
"<>50" which is not equals 50.

WN (or press CONTROL+FN+DOWN ARROW if you're on a MacBook).


Save time by filling cells automatically
Save time by filling cells automatically
Here’s how to use the fill handle in Excel:
Cells C3 through G7 contain
Here’s how to usedata with
the fill five columns:
handle in Excel:"This:" column, which contains the number 50 in each cell; "Pl
Go to cell E4. Press CONTROL+G, navigate to Reference, type E4, then press Enter.
1 E5,Click
Select cells E4, theE7
E6, and yellow cell with
by holding the number
the SHIFT key while 100.
pressing the ARROW DOWN key, then press CONTROL+D. E
EXTRA CREDIT: Go to cell G4 and repeat the fill down steps above.
Cells C10 through G14 contain data with five columns. These columns contain the heading from C3 to G3 and the val
2 Select
Go to cell C15.
Rest your cursor on the lower-right corner of the cell until
cells C15,aD15, E15, F15, and G15. This time press CONTROL+R to fill the cells. This is known as “filling rig
it becomes cross:
Dive down for more detail: Go to cell A27. Or, to proceed to the next step, press CONTROL+PAGE DOWN (or press CONTROL+F

3 Click the cross and drag down three cells. Excel will automatically fill the
cells with the totals: 110, 120, and 130. People call this “filling down.”

4 Click the yellow cell with 200, and fill again but this time drag the fill
handle to the right to fill the cells. This is known as “filling right.”

Dive down for more detail Next step

Use the fill handle to copy cells


Use the fill handle to copy cells
Sometimes you don't need the numbers to change as you fill. Instead, you just want to copy values to other adjacent cells. He
Cells C33 to cell F37 contain four columns: Department, Category, Product, and Count.
Go to cell C34. Select C34, C35, C36, C37 and press CONTROL+D. The value in C34 is filled down into the selected cells.
Sometimes you don't need the numbers to change as you fill. Instead, you just want
Go to cell A42 for the next instruction. Or, to proceed to the next step, press CONTROL+PAGE DOWN (or press CONTROL+FN+
to copy values to other adjacent cells. Here's how to do that:

1 Click the cell with the word Produce. Rest your cursor on the lower-right
corner of the cell until it becomes a cross, then drag down three cells.

2 Now select the cell with the word Fruit. Rest your cursor on the lower-
right corner again, and when you get the cross, double-click. That's
another way to fill down in case you ever need to fill a long column.

Fill a series
Fill a series
Fill a series
Excel can automatically fill some cells based on a series. For example, you can type Jan in one cell, and then fill the other cells
Cells C46 through F50 contain data with four columns: The first column doesn't have a header name, but it has "Week 1" in th
Go to cell D46.
Rest yourExcel
cursorcan automatically
in the fill some
lower-right corner cellscell
of the based
until on a series.aFor
it becomes example, you can type
cross.
Jan in one cell, and then fill the other cells with Feb, Mar, etc.
Drag to the right two cells, and Excel will fill the cells automatically with "Feb," "Mar," "Apr."
Go to cell C47.
Select cells C47 Click the
1 through C50.cell with the word Jan.
Press CONTROL+D and Excel fills "Week1" down into the three cells.
Go to cell A64 for the
Restnext instruction.
cursor onOr, thetolower-right
proceed to the nextofstep,
thepress CONTROL+PAGE
it becomes DOWN (or press CONTROL+FN+
2 your corner cell until a
cross, then drag right two cells. Excel detects a series, and fills in Feb and
Mar for you.

3 Now select the cell with Week 1.

4 Rest your cursor on the lower-right corner again, and when you get the
cross, double-click it.

More information on the web


More information on the web
Select to learn more about filling on the web
Go back to top by pressing CONTROL+HOME. To proceed to the next step, press CONTROL+PAGE DOWN (or press CONTROL+F

Copy a formula with the fill handle

Back to top Next step


This: Plus this: Equals: Plus this: Equals:
50 50 100 75 175 EXTRA CREDIT
50 60 110 75 185 Click and drag to
select these four
50 70 120 75 195 cells, and then press
50 80 130 75 205 Control+D. That's the
s is known as “filling right.” shortcut key for filling
down. Can you guess
WN (or press CONTROL+FN+DOWN ARROW if you're on a MacBook). what the shortcut for
This: Plus this: Equals: Plus this: Equals: filling right is?
50 50 100 75 175
50 60 110 75 185
50 70 120 75 195
50 80 130 75 205
200 260 460 300 760

other adjacent cells. Here's how to do that:

e selected cells.
or press CONTROL+FN+DOWN ARROW if you're on a MacBook).

Dept. Category Product Count


Produce Fruit Apple 100
Orange 200
Banana 50
Pears 100
then fill the other cells with Feb, Mar, etc.
ut it has "Week 1" in the cell under the header, and three blank cells after that. The second column "Jan", has "35", "74" "82" "90" under

Jan
Week 1 35 44 79 Qrtr 1
74 64 56
82 50 83
90 22 89
or press CONTROL+FN+DOWN ARROW if you're on a MacBook).
IMPORTANT DETAIL
Select this cell, and then drag the fill
handle down 3 cells. After that, click blue button
with the cross that appears. This is the AutoFill
Options button, and it lets you change the fill
immediately after. Choose another option like
Copy cells or Fill Formatting Only. You never know
when these might come in handy someday.

Intervals
15 30

EXPERIMENT
Select these two cells, and then drag the fill handle to the
WN (or press CONTROL+FN+DOWN ARROW
right. Excel fills the seriesifinyou're on a MacBook).
increments of 15. Try changing
15 and 30 to other values, like 1 and 1.8. Or, Mon and
Wed. Or, January and March. And then fill to the right
again... see what happens!
has "35", "74" "82" "90" under it. The third column doesn't have a header name, but it has "44", "64", "50", and "22" under it. The fourth
0", and "22" under it. The fourth and last column doesn't have a header name, but it has "79" "56" "83" and "89" under it.
Data stuffed into one column? Split it.
Split a column based on delimiters.
If you want to split data, try Text to Columns. It lets you split a column based on a delimiter in the column. In this case, the com
Go to cellIfC7.
youSelect
wantalltocells C7data,
split through
try C14:
Text Nancy all the way
to Columns. down
It lets youtosplit
Yvonne.
a column based on a
delimiter
Press F6 (or FN+F6),in thePress
then column.
TAB orIn SHIFT+TAB
this case, theuntilcommas arethe
you access theribbon.
delimiter.
Press the left or right arrow keys until you acces
Convert Text to Columns Wizard - Step 2 of 3: Tab to find the Comma option under Delimiters. Make sure that Comma is the o
Convert Text1to Columns
Click and drag- to
Wizard Stepselect thepress
3 of 3: cellsTab
fromandNancy
select all
onlythe
theway downoption.
General to Yvonne.
Finally, press tab until you enter the Destination text box. Type $D$7, then press Enter. In the Alert box, tab to OK
Now the first names
2 Onare theinData
columntab,D,click
the last
Textnames are in column
to Columns. MakeE,sureandthat
the company
Delimited names
is are in column F.
Go to cell A26 for the next instruction.
selected, and then Or,clicktoNext.
proceed to the next step, press CONTROL+PAGE DOWN (or pres

3 Under Delimiters, make sure that Comma is the only checkbox selected,
and then click Next.

4 Click the General option.

5 Finally, click inside the Destination box and type $D$7. Then click Finish
and OK.

Dive down for more detail Next step

Split a column with formulas


Split a column with formulas
You might want to write a formula to split data. This way, if the original data gets updated, then the split data will get updated
The LEFT function extracts a specified number of characters from the left side of cell C33.
Go to cell E33: Yvonne. We used the LEFT function to extract characters from the left side of cell C33. And to specify the numb
The Find function is used to determine the number of characters to extract. Here's how the Find function works: Find the char
You might want to write a formula to split data. This way, if the original data gets
updated, then the split data will get updated as well. This is more advanced. But it is
The resultpossible
is Yvonne.when using a handful of functions: LEFT, RIGHT, FIND, and LEN. For more
Then we created a [Helper
information column].
on each This was
of these just to “help”
functions, extract
see the thethe
links at other text inofthe
bottom cell.
this It’s meant
sheet. But to be tem
if you’re curious, here’s how we split cell C33. Make sure to follow along with the
Select cell F33: Francis McKay in the [Helper column]. You’ll see that we used the RIGHT, LEN, and FIND functions to
Here's howdiagram on the
this formula right as youcomma
"=RIGHT(C33 go through these steps:
LEN(C33)-FIND(" " comma C33))" works:
The Right function extracts a specified number of characters from the right side of cell C33. HOW IT WOR
In this case, the LEN function is used to determine the number of characters to extract. Here's how the LEN function Ex works: Co
The result 1 Double-click the yellow cell with Yvonne. We used the LEFT function to
is Francis McKay. tr from cell C3
Select cell G33: extract
Francis. characters
Here we used from
almostthe
theleft
sameside of cellas
formula C33. And
in cell to but
E33, specify theof
instead number
extracting characters
ac
of characters to extract, we used the FIND function. Read the How it
t
worksThis
Select cell H33: McKay. diagram, and formula
is the same then press
as inESC
stepwhen you're
F33, but done. characters from F33 instead of cellchC33.
it extracts
Go to cell A56 to go to the next instruction. Or, to proceed to the next step, press CONTROL+PAGE DOWN (or press ar CONTROL+
2 Then we created a [Helper column]. This was just to “help” extract the ac
other text in the cell. It’s meant to be temporary and could be hidden te
later. rs=LEFT(
fr
o 1)
m
th
e
ch
ar
Then we created a [Helper column]. This was just to “help” extract the ac
other text in the cell. It’s meant to be temporary and could be hidden te
later. rs=LEFT(
fr
3 Double-click Francis McKay in the [Helper column]. You’ll see that we used o 1)
the RIGHT, LEN, and FIND functions to extract characters from the first m
space, up until the end of the cell. th
e
le
4 Double-click Francis. Here we used almost the same formula as in step 1, ft
but instead of extracting characters from C33, it extracts them from F33. si
de
5 Double-click McKay. This is the same formula as in step 3, but it extracts of.
characters from F33 instead of cell C33. ..

More information on the web


All about the LEFT function
More information on the web
All about the RIGHT function
All about the FIND function
All about the LEN function
All about the LEFT function
Go back to top by pressing CONTROL+HOME. To proceed to the next step, press CONTROL+PAGE DOWN (or press CONTROL+F

All about the RIGHT function

All about the FIND function

All about the LEN function

Back to top Next step


mn. In this case, the commas are the delimiter.

row keys until you access the Data tab. Press VO+SPACEBAR, and then press TAB until you access the Text to Columns button. Press SPACE
ure that Comma is the only checkbox selected, then tab to select Next and press Enter.
Data First name Last name Company name
Nancy,Smith,Contoso Ltd. Nancy Smith Contoso Ltd.
Andy,North,Fabrikam Inc. Andy North Fabrikam Inc.
Jan,Kotas,Relecloud Jan Kotas Relecloud
Mariya,Jones,Contoso Ltd. Mariya Jones Contoso Ltd.
Steven,Thorpe,Relecloud Steven Thorpe Relecloud
Michael,Neipper,Fabrikam Inc. Michael Neipper Fabrikam Inc.
Robert,Zare,Relecloud Robert Zare Relecloud
Yvonne,McKay,Contoso Ltd. Yvonne McKay Contoso Ltd.

lit data will get updated as well. This is more advanced. But it is possible when using a handful of functions: LEFT, RIGHT, FIND, and LEN. F
And to specify the number of characters to extract, we used the FIND function. Here's how the formula "=LEFT(C33 comma FIND(" " comm
on works: Find the character position number of the first space in cell C33. Then subtract 1 to exclude the space itself.

Name inside one cell First name [Helper column] Middle name Last name
Yvonne Francis McKay Yvonne Francis McKay Francis McKay

HOW IT WORKS: HOW IT WORKS:


e LEN function
Ex works:…this Count the...and
number of characters
extract this many in cell C33 and subtract the number
Extract …this of characters from the
...and extract thisFind function,
many whichTofind
characters. sp
tr cell... characters. To specify the
characters from cell C33, it extracts them from cell F33. characters cell... of characters, use the LEN function...
ac number of characters, use from the
t the FIND function... right side  
ead of cellchC33. of...
WN (or press
ar CONTROL+FN+DOWN   ARROW if you're on a MacBook).
ac
te
rs=LEFT(C33,FIND(" ",C33)- =RIGHT(C33,LEN(C33)-FIND(" ",C33))
fr
o 1)
m
th
e
ch
ar
ac
te
rs=LEFT(C33,FIND(" ",C33)- =RIGHT(C33,LEN(C33)-FIND(" ",C33))
fr
o 1)
m ...a ... the ...in ...then ...and get the count ...t ...and Find ...th
th nd first this subtract of characters his subtr the e
e fin space... cell. 1 to (character length) cel act charact first
le d exclude of...  l... this: er spac
ft th     the positio e...
si e space n
de ch itself. numbe
of. ar r of...
.. act  
er
po
siti
on
nu
m
be
r
of..
.
 
WN (or press CONTROL+FN+DOWN ARROW if you're on a MacBook).
mns button. Press SPACEBAR. Convert Text to Columns Wizard - Step 1 of 3 appears. Make sure that Delimited radio button is selected, th

RIGHT, FIND, and LEN. For more information on each these functions, see the links at the bottom of this sheet under More information on
33 comma FIND(" " comma C33)-1)" works:

isFind function,
many whichTofinds
characters. thethe
specify character
numberposition number of the first space in cell C33 and returns the number of characters up until the sp
se the LEN function...

ND(" ",C33))
ND(" ",C33))

...th ...in
e this
first cell.
spac
e...
mited radio button is selected, then press Enter. Use the Tab key to navigate the dialogue.

heet under More information on the web starting in cell A56. But if you’re curious, here’s how we split cell C33.

mber of characters up until the space.


Switch data around by transposing it
Switch data around by transposing it
When you need to rotate columns and rows, you transpose them in Excel.
Cells C5 toWhen
H6 contain two rows
you need of Items
to rotate and Amounts.
columns Select
and rows, youcells C5 to H6.
transpose them in Excel.
EXPERT TIP:
Now you'll
The shortcut copy the cells. Press CONTROL+C.
Select
key forcell 1 Click and drag to select the two rows of cells from Item, to 20.
C9.
Paste
Special is
Press VO+M, and then tab to the Edit menu. Press VO+DOWN ARROW to select Paste Special and press Enter.
CONTROL+ALT
Press
+V. Tab until you find Transpose. Press SPACEBAR to select Transpose, then press Enter.
2 Now you'll copy the cells. Press Control C

Dive down for to proceed to the next step


3 Click the yellow cell.

4 On the Home tab, click the arrow next to the Paste button.
This is kind of
tricky, so pay
close 5 Click Paste Special, and then at the bottom, click the checkbox for
attention. Transpose. Click OK.
With those
cells still
selected, type
the following:
=TRANSPOSE( Dive down for more detail Next step
C33:H34) but
don’t press
Enter. Instead
press
CONTROL+SHI
FT+ENTER. If
you get an
error or
#VALUE! as a
Transpose
result, try with a formula
again
Transpose with a formula
starting
Sometimes you don't want to copy and paste to transpose. In this case, you can use a formula to transpose rows and columns
at instruction
To transpose
in cell A29. this data, you need to select some blank cells first. Since the data in cells C33 to H34 on the right has six columns

Select Sometimes you don't want to copycell


and paste toattranspose. Inatthis
theatcase, you canYou’ll
use asee that the formula loo
Select any of thetransposed
another
formula
transposed cells,
cell
to transpose fromforcells
rows
example
and
C41.
C40columns.
to D45, forLook
example
Here's
the formula
howcell D43.
to do Look
that:
top
theof Excel.
formula bar again. The formula is the s

Go to cell A54 for the next instruction. Or, to proceed to the next step, press CONTROL+PAGE DOWN (or pres
1 To transpose this data, you need to select some blank cells first. Since the
data on the right has 6 columns and 2 rows, you need to select the
opposite: 2 columns and 6 rows. Do this by selecting the yellow cells.

2 This is kind of tricky, so pay close attention. With those cells still selected,
type the following: =TRANSPOSE(C33:H34) ….but don’t press Return.

3 Press Control Shift Return

If you get #VALUE! as a result, try again starting at step 1.


enter an array
formula, you
cannot Press
interrupt that
new array. For
example, you If you get #VALUE! as a result, try again starting at step 1.
cannot type
over or delete4 Click any of the yellow cells to select just one. Look at the formula at the
just one of the top of Excel. You’ll see that the formula looks like this:
cells. You also
cannot insert {=TRANSPOSE(C33:H34)}
a new row or
column within
that array. If5 Click another yellow cell. Look at the formula bar again. The formula is the
you need
EXCEL to
SPEAK: same. Why? Because this is an array formula.
any of that,
Because array
select
formulasall of
the
require that
cells
have the array
CONTROL+SHI
formula,
FT+ENTER, press
What's
Delete, an
and
some people array formula?
then
What's an array formula?
make
An array formula
informally
your
array changes
You recreate
call can perform calculations on more than one cell in an array. In the example above, the array is the original da
always finish an array formula with CONTROL+SHIFT+ENTER, not just ENTER. Pressing CONTROL+SHIFT+ENTER calculates
and
formulas, "CSE
the formula.
formulas."
An array formula can perform calculations on more than one cell in an array. In the
Go to cellexample above,
A72 for the the array isOr,
next instruction. thetooriginal
proceeddata setnext
to the in cells
step,C33:H34. The TRANSPOSE
press CONTROL+PAGE DOWN (or press CONTROL+FN+
function then switches the horizontal orientation of the cells to a vertical orientation. 
You always finish an array formula with Control+Shift+Return, not just Return.
Pressing Control+Shift+Return calculates the function against the array. When you're
done, Excel puts special brackets { } around the formula. These brackets are a visual
clue that the selected cell is part of an array formula. You can't type these brackets
yourself. Excel puts them in when you press Control+Shift+Return.

More information on the web


More information on the web
All about the TRANSPOSE function
Create an array formula
Go back to top by pressing CONTROL+HOME. To proceed to the next step, press CONTROL+PAGE DOWN (or press CONTROL+F

All about the TRANSPOSE function

Create an array formula

Back to top Next step


Item Bread Donuts Cookies Cakes Pies
Amount 50 100 40 50 20

Item Amount EXPERT TIP


The shortcut key
Bread 50 for Paste Special is
Donuts 100 Control+Option+V.
Cookies 40
Cakes 50
Pies 20

pose rows and columns. Here's how to do that:


he right has six columns and two rows, you need to select the opposite: two columns and six rows. Do this by selecting cells C40 to D45.
This data has 6
columns...
see
ain.that
The the formula
formula looks
is the samelikeasthis: {=TRANSPOSE(C33:H34)}
in cell C41. Why? Because this is an array formula.

Item Bread Donuts Cookies Cakes Pies ...and 2 rows.


Amount 50 100 40 50 20

So select these 2
columns...

...and these 6
rows before you
type the
formula.
...and these 6
rows before you
type the
formula.

KEEP IN MIND…
There are three things to keep in mind when using an array
formula:

1) Always select multiple cells first, and then with those cells
selected, start typing the array formula. That's the key: Select
multiple cells first, then start typing.
e array is the original data set is cells C33:H34. The TRANSPOSE function then switches the horizontal orientation of the cells to a vertical o
HIFT+ENTER calculates the function
2) When against
you're done the an
typing array. When
array you're
formula, done, Excel puts special brackets { } around the formula. These bracke
press
Control+Shift+Return.

3) Once you enter an array formula, you cannot interrupt that


new array. For
or press CONTROL+FN+DOWN example,
ARROW you cannot
if you're type over or delete just
on a MacBook).
one of the cells. You also cannot insert a new row or column
within that array. If you need to do that, select all of the cells
that have the array formula, press Delete, and then make your
changes and recreate the formula.

EXCEL SPEAK
Some people call array formulas "CSE formulas." That's
because on a Windows computer, the Return key is called
the Enter key.

WN (or press CONTROL+FN+DOWN ARROW if you're on a MacBook).


by selecting cells C40 to D45.
ntation of the cells to a vertical orientation.  
ound the formula. These brackets are a visual clue that the selected cell is part of an array formula. You can't type these brackets yourself
an't type these brackets yourself. Excel puts them in when you press CONTROL+SHIFT+ENTER.
Sort and filter with ease
Sort and filter with ease
Cells C5 to G13 contain five columns: Departments, Categories, and Amounts for the months Oct, Nov, Dec.
Let's say you want the departments in alphabetical order. Go to cell C5. Then press SHIFT+DOWN ARROW to select cells C5 thr
Now press VO+M1 and Let'spress
say tab
youuntil
wantyouthefind
departments
the Data menu. in alphabetical order. Click
Press VO+SPACEBAR, andinthen
theVO+DOWN ARROW until you find
Department column, and then click Home > Sort & Filter > Sort A to Z.
Press tab until you find Continue with the current selection, and select it by pressing SPACEBAR.
Press tab until you access OK, press Enter. Now cells G5 through G13 are sorted in alphabetical order.
2 Sort
Now you'll filter the
December's amounts from largest to smallest. Click any cell in the Dec
data so and
that then
only the
column, clickBakery
Homerows appear.
> Sort & Filter > Sort Largest to Smallest.
Go to cell C5. Press VO+M, and press Tab until you find the Data menu.
3 Now
Press VO+SPACEBAR, and you'll
thenfilter
pressthe
the data
downso that until
arrow onlyyoutheaccess
BakeryAutoFilter.
rows appear.
PressClick
Enter.Home
> Sort & Filter > Filter.
AutoFilter buttons appear on the top row of cells. Filter buttons appear on the top row.
In cell C5, press OPTION+DOWN ARROW to access the Department filter.
4 youOn
Press Tab until the the
access Department cell, click
Select All option. theSPACEBAR
Press filter button and then
to deselect clickAll.to clear the
Select
Select All checkbox. Then, click to select Bakery.
Press VO+DOWN ARROW to access the Bakery checkbox. Press SPACEBAR to select Bakery.
Now the data is filtered to show only the rows for Bakery.
5 Now
To clear the filter, go
clear the filter by clicking Clear Filter at the bottom of the
to cell C5, and press OPTION+DOWN ARROW. Press tab until you access the Clear Filter button, and pres
Department filter pane, and then close the pane.
GOOD TO KNOW: You can sort alphabetically by two columns. In the Sort dialog, just press tab until you access Add Level and
Dive down for more detail: Go to A27. Or, to proceed to the next step, press CONTROL+PAGE DOWN (or press CONTROL+FN+D

Sort by date, or by color even


Sort by date, or by color even
There are many ways Dive down
to sort for more
in Excel. Heredetail
are just two more ways to sort: Next step
Cells C31 through F37 contain data with four columns: Expense date, Employee, Food, and Hotel.
Let's say you want the dates in order. Go to cell C31.
Now pressThere VO+Mareandmany
pressways to sort
tab until you in Excel.
find Heremenu.
the Data are just two
Press more ways toand
VO+SPACEBAR, sort, butVO+DOWN
then this ARROW until
time you'll use the right-click menu:
Press tab until you access the Hotel button.
Press SPACEBAR, then use your arrow keys to select Expense date.
1 You
Press tab until youand
want the dates in order. So, press the Control key and then click a date
access Cellclick
Color, press SPACEBAR,
then Sort > Sort Oldest and then useThe
to Newest. yourrows
arrow keys
get to select
sorted in Values.
Press tab until youascending date
access the OK orderPress
button. by the Expense date.
Enter.
Now the data is sorted in chronological order.
You can also2sort by
IMPORTANT Someone
color. filled three cells with yellow. You can sort the rows by that color.
DETAIL: You Control-click a yellow cell,the
and then clickPress
Sort VO+SPACEBAR,
> Put Selectedand
Cellthen
Color on
Now
can't press
clear aVO+M and press tab until you find Data menu. VO+DOWN ARROW until you find
Top.
Pressorder
sort tab until
like you access the Expense date.
you
Presscan a
SPACEBAR, and use your arrow keys to select Hotel.
filter. So if you
Press tab until you access Values, press SPACEBAR, and use your arrow keys to select Cell Color.
don't want
Presssort
your tab to
until you access No Cell Color, press SPACEBAR, and use your arrow keys to select Yellow.
stick, undo
Press tab untilit you access the OK button. Press Enter.
by pressing
Now More ways to filter data
the rows are sorted with yellow cells on top.
CONTROL+Z.

More ways to filter data


Cells C49 Many
throughpeople type formulas
F55 contain data with to find
four amounts
columns: that are
Expense above
date, average,
Employee, or and
Food, greater than a
Hotel.
certain amount. But there's no need to type formulas when special filters are
Go to cellavailable.
F49: Hotel. Press OPTION+DOWN ARROW, then use the tab key to find Choose One. Press SPACEBAR, and then use
Now add a secondOn
1 filter. theGo to cell
Hotel E49:
cell, Food.
click thePress
filterOPTION+DOWN ARROW,
button and then then useOne
click Choose the tab
> key to find Choose O
Above
Go to cell A60 for the nextAverage. Excel calculates the average amount of the Hotel column,
instruction.
and then shows only rows with amounts greater than that average.
On the Hotel cell, click the filter button and then click Choose One >
Above Average. Excel calculates the average amount of the Hotel column,
and then shows only rows with amounts greater than that average.

2 Now add a second filter. On the Food cell, click the filter button and then
click Choose One > Greater than..., and then type 25. Of the three rows
that were filtered for above average, Excel shows two rows with Food
amounts greater than 25. Click Clear Filter when you're done.

More information on the web


More information on sorting
More information on the web
More information on filtering
Go back to top by pressing CONTROL+HOME. To proceed to the next step, press CONTROL+PAGE DOWN (or press CONTROL+F

More information on sorting

More information on filtering

Back to top Next step


OW to select cells C5 through C13.
WN ARROW until you find Sort, and press Enter.
Department Category Oct Nov Dec

EXTRA CREDIT
When you're done with step 5, try sorting alphabetically
by two columns. Here's how: First sort Department
alphabetically (that's step 1 on the left). Then click Home
> Sort & Filter > Custom Sort. Add a second level for
Category. After you click OK, Department will be sorted,
and within each department, Category rows will be
sorted in alphabetical order as well.

r Filter button, and press SPACEBAR. Then press COMMAND+W to close the filter.
u access Add Level and you can add a level with another sort order.
or press CONTROL+FN+DOWN ARROW if you're on a MacBook).

Expense date Employee Food Hotel IMPORTANT DETAIL


You can't clear a sort order
9/19/2021 Laura $45 $5,050 like you can a filter. So if you
9/22/2021 Jackie $21 $3,820 don't want your sort to stick,
undo it by pressing
9/24/2021 Tricia $30 $3,085 Control+Z.
9/18/2021 Dave $25 $1,611
9/20/2021 Jeff $69 $528
9/21/2021 Mark $62 $2,112
WN ARROW until you find Sort, and press Enter.

PACEBAR, and then use your arrow keys to select Above Average. Press SPACEBAR again. Excel calculates the average amount of the Hotel
Expense date Employee Food Hotel
9/22/2021 Jackie $21 $3,820
9/21/2021 Mark $62 $2,112
9/24/2021 Tricia $30 $3,085
9/18/2021 Dave $25 $1,611
9/19/2021 Laura $45 $5,050
9/20/2021 Jeff $69 $528

WN (or press CONTROL+FN+DOWN ARROW if you're on a MacBook).


average amount of the Hotel column, and then shows only rows with amounts greater than that average.
Dive down for

Go
Tables
Tables make things a lot easier
more detail:
to A27.
make Or,
things a lot easier
to proceed to
A table
the nextgives
step,you special features and conveniences. Here’s how to create one:
Cells C5 through
press A tableG13 contain
gives data. Go
you special to any cell
features andwithin that region,Here’s
conveniences. for example,
how tocell D8. Press
create one: CONTROL+G, type D8, then pre
CONTROL+PA
Press CONTROL+T, then Enter.
GE DOWN (or
Now
pressyou have 1 a table,
Clickwhich
insideis the data to of
a collection thecells
right,
thatand
hasthen click
special InsertFor
features. > Table > OK.
starters: A table gives you bande
You can also create new rows easily. Go to the empty cell under cell C13: Meat. Type some text, then press Enter.
CONTROL+FN
+DOWN
You can also create columns easily: Go to any cell between H5 and H14, for example H10. Type some text, then p
ARROW if 2 Now you have a table, which is a collection of cells that has special
Notice how
you're on a the two columnsFor
features. are starters:
created, formatted, andyou
A table gives the banded
text Jan and
rowsFeb
forare filledreading.
easier in cells H5 and I5 for you.
MacBook).
3 You can also create new rows easily. In the empty cell under Meat, type
some text and then press Return. A new row for the table appears.

4 You can also create columns easily: In the lower-right corner of the table,
click the small blue resize handle and drag it to the right 2 columns.

5 Notice how the two columns are created, formatted, and the text Jan and
Feb are filled for you.

Dive down for more detail Next step

Calculated columns in tables


Calculated columns in tables
One example of a convenience that tables give you: calculated columns. You type a formula once, and it gets automatically fill
Cells C33 through H41 contain data with six columns: Department, Category, Oct, Nov, Dec, and Total.
Go to cell H34 under Total.
One example
On the Formulas of aAutoSum.
tab, select convenience
Then,that tables
press give you: calculated columns. You type a
Return.
formula once, and it gets automatically filled down for you. Here’s how it works:
The SUM formula gets automatically filled down for you so that you don’t have to do it yourself.
Go to cell A47 for the next instruction. Or, to proceed to the next step, press CONTROL+PAGE DOWN (or pres
1 Select the cell under Total.

On the Formulas tab, click AutoSum. Then, press Return.


2

3 The first row of data gets summed up.

4 Very soon after, the same formula gets filled down for you so that you
don’t have to do it yourself.
4 Very soon after, the same formula gets filled down for you so that you
don’t have to do it yourself.

Total rows in tables


Total rows in tables
Another convenience in tables are total rows. Instead of typing a SUM formula, Excel can make that total for you with a flip of
Cells C54 through E62 contain data with three columns: Department, Category, and Sales.
Go to any cell within the range above, for example cell D57.
Another convenience in tables are total rows. Instead of typing a SUM formula, Excel
Press CONTRL+SHIFT+T.
can make that total for you with a flip of a switch:
A new row is added at the bottom of the table in cells C63 through E63.
The total of $24,000 is added to the total row, in cell E63.
But what if you wanted
1 Selecttoany knowcellthe average?
within Selecton
the table cellthe
E63:right.
$24,000.
Press OPTION+DOWN ARROW, then use the arrow keys to find the Average option and press Enter. The average a
Go to cell A72 for the next instruction. Or, to proceed to the next step, press CONTROL+PAGE DOWN (or pres
2 At the top of the Excel window, the Table tab will appear.

3 On that tab, click Total Row.

4 The total of $24,000 is added to the bottom of the table.

5 But what if you wanted to know the average? Click the cell with $24,000.

6 Click the down arrow and then click Average. The average amount of
$3,000 appears.

More information on the web


More information on the web
Create a table
Using structured references in a table
Use calculated columns in an Excel table
Go back to top press CONTROL+PAGE DOWN.
Create a table

Using structured references in a


table

Back to top Next step


OL+G, type D8, then press Enter.

Department Category Oct Nov Dec


Produce Veggies 30000 80000 30000
Produce Fruit 10000 30000 40000
Bakery Breads 30000 15000 20000
Bakery Desserts 25000 80000 120000
Deli Sandwich 80000 40000 20000
Deli Salads 90000 35000 25000
Meat Beef 90000 110000 200000
Meat Chicken 75000 82000 150000

EXPERT TIP
The shortcut key
for inserting a
table is Control+T.

it gets automatically filled down for you. Here’s how it works:

Department Category Oct Nov Dec Total


Produce Veggies $30,000 $80,000 $30,000
Produce Fruit $10,000 $30,000 $40,000
Bakery Breads $30,000 $15,000 $20,000
Bakery Desserts $25,000 $80,000 $120,000
Deli Sandwiches $80,000 $40,000 $20,000
Deli Salads $90,000 $35,000 $25,000
Meat Beef $90,000 $110,000 $200,000
Meat Chicken $75,000 $82,000 $150,000
EXPERIMENT
After putting in the calculated column, try typing over one of
the cells in the column. What happens? If you see a green
triangle, click it and then click the exclamation mark. You'll
tal for you with a flip of a switch. And
see that the same
Excel's goesout
watchin' forfor
theya...
AVERAGE formula, and many others. Here’s how it works:

Department Category Sales


Produce Veggies $1,000
Produce Fruit $2,000
Bakery Breads $3,000
Bakery Desserts $1,000
Deli Sandwiches $2,000 GOOD TO KNOW
There's a shortcut for
Deli Salads $3,000 showing and hiding the total
Meat Beef $4,000 row. Click inside the table,
Meat Chicken $8,000 and then press
Control+Shift+T.
Slicers are another way to filter
Slicers are another way to filter
Cells C5 through E17 contain data for different departments and categories.
Press VO+SHIFT+UP
The panelARROW
of blue repeatedly.
buttons to Then pressofVO+LEFT
the right or is
the table RIGHT ARROW until you access the Workbook area. Press VO+
a slicer.
Press VO+SHIFT+DOWN ARROW until you access the Bakery 1 of 4. Then press VO+SPACEBAR to select the Bakery button. Tha
Press VO+DOWN1 ARROWNotice until
that you
the access
data on the
the right
Meat contains
button. different
Press sales amounts
VO+SPACEBAR, and Excelfor
filters out all departme
different departments and categories.
Press VO+SHIFT+DOWN ARROW and then press VO+LEFT ARROW until you access the Multi-Select button. Press VO+SPACE
Press VO+SHIFT+DOWN ARROW and then press VO+LEFT ARROW until you access the Clear Filter button. Press VO+S
2 for the
Go to cell A27
In the panel of buttons to the right, click the Bakery button. Excel filters
outnext section.
all rows except for the Bakery rows.
Dive down for more detail: Go to A27. Or, to proceed to the next step, press CONTROL+PAGE DOWN (or press
3 Click another department button, and it filters again.

4 Now hold down the Command key, and click just 2 of the buttons to see
those two departments.

5 Click the Clear filter button at the top-right corner of the buttons. It's the
one with the "x".

Dive down for more detail Next step

Insert a slicer
Insert a slicer
Slicers can be used when you first create a table. We did that already on the data to the right.
Cells C32 through E44 contain data for different departments and categories.
Select any cell in the data. For example, press CONTROL+G, press tab, type D36, and then press Enter.
Slicers
Press F6 (or canPress
FN+F6). be used
TABwhen you firstuntil
or SHIFT+TAB create
you aaccess
table.the
Weribbon.
did that already
Press the leftonorthe data
right to keys until you access the
arrow
the right.
Press TAB until you access the Department check box, and then press SPACEBAR to select it. Press Enter.
Work with the slicer buttons like you did earlier. Press VO+SHIFT+DOWN ARROW three times, then user your arr
Press VO+SHIFT+UP
1 Click ARROW repeatedly.
anywhere in theThen
tablepress VO+LEFT
on the right. or RIGHT ARROW until you access the Workbook area.
Go to cell A49 for the next section. Or, to proceed to the next step, press CONTROL+PAGE DOWN (or press C

2 On the Insert tab, click Slicer.

3 Select the check box for Department, and then click OK.

4 Move the slicer buttons closer to your data, if necessary. And start slicing!
4 Move the slicer buttons closer to your data, if necessary. And start slicing!

More information on the web


More information on the web
More on filtering and slicing
Go back to top by pressing CONTROL+HOME. To proceed to the next step, press CONTROL+PAGE DOWN (or press CONTROL+F

More on filtering and slicing

Back to top Next step


orkbook area. Press VO+SHIFT+DOWN ARROW until you are in Sheet 7. Then press VO+LEFT ARROW until you access the slicer.
t the Bakery button. That filters out all rows except for Bakery rows.
Department Category Sales This shape represents a
Produce Veggies $30,000 table slicer. Table slicers
Deli Salads $90,000 are not supported in this
Bakery Breads $30,000 version of Excel. If the
shape was modified in an
Meat Chicken $75,000
earlier version of Excel,
Deli Sandwich $80,000 or if the workbook was
Bakery Cakes $25,000 saved in Excel 2007 or
Meat Beef $90,000 earlier, the slicer can't be
Produce Fruit $10,000 used.
Produce Nuts $22,000
EXPERT TIP
Deli Condiments $4,500 Slicers can also be
Bakery Pies $30,000 used on PivotTables.
Meat Pork $75,000 You'll learn about
PivotTables on Sheet
10.

eys until you access the Insert tab. Press VO+SPACEBAR, and then press TAB until you access the Slicer button. Press SPACEBAR.
Department Category Sales
Deli Salads $90,000
Bakery Breads $30,000
Deli Sandwich $80,000
Bakery Cakes $25,000
Deli Condiments $4,500
Bakery Pies $30,000
Produce Veggies $30,000
Meat Chicken $75,000
Meat Beef $90,000
Produce Fruit $10,000
Produce Nuts $22,000
Meat Pork $75,000

EXPERIMENT
After adding theARROW
WN (or press CONTROL+FN+DOWN slicer, make sureonit aisMacBook).
if you're selected. Then at the
top of Excel, click the Slicer tab. Play around with the
different color styles. Or, resize the slicer panel to be wider,
and set the columns to 2.
ou access the slicer.

n. Press SPACEBAR.
Insert a drop-down list
Insert a drop-down list
Drop-down lists make data entry easier for people. Here's how to do one:
Cells C3 through D15 contain
Drop-down datadata
lists make with entry
two columns: Food
easier for and Department.
people. Here's how to do one:
We want only three department names to be valid entries for each of the foods on the right. Those departments
Go to cell D4.1Select
We allwant only D4
cells from three department names to be valid entries for each of the
to D15.
foods on the right.
Press VO+M, press Tab to access the Data menu,Those departments are VO+SPACEBAR.
and then press Produce, MeatUse andtheBakery.
down arrow key to find Valida
In the Source text box, type Produce, Meat, Bakery. Make sure to put commas in between each name. Press tab to
Now 2 D4,Click and drag to select the yellow cells under Department.
GOODselect cell
TO KNOW: which is the
Drop-down cellhelp
lists nextensure
to Apples in C4.
people Press
enter OPTION+DOWN
valid ARROW.
data. So it makes senseYou'll see a drop-down
that drop-downs are a m
part of a large
There are other data validation methods. For example, you can restrict entry to whole numbers, dates, or even minimum and
Dive down for3 moreOndetail: Go totab,
the Data A27.click
Or, to proceed
Data to the next
Validation. Under step, pressclick
Allow, CONTROL+PAGE
List. DOWN (or press

4 In the Source box, type Produce, Meat, Bakery. Make sure to put commas
in between them. Click OK when you’re done.

5 Now click the yellow cell next to Apples, and you'll see a drop-down menu.

Dive down for more detail Next step

Best practice for drop-downs: Use a table.


Best practice for drop-downs: Use a table.
We just taught you how to insert a drop-down menu for the list of departments. But what if that list changes? For example, w
Cells C31 through D43 contain data with two columns: Food and Department. Cells F31 through F34 contain data with one col
From cells F31 to F34, select a cell with a department. For example, select cell F33: Meat.
We just
Create a table taught you
by pressing how to insert
CONTROL+T, a drop-down menu for the list of departments. But
then Enter.
what if that list changes? For example,
Now you’ll set up the data validation again. Under cell
what
D31:if Department,
there is a new department
select
calledcells from D32 thr
all of the blank
Dairy? You’d have to update the data validation dialog box. But there’s a more
Press VO+M, press Tab
efficient waytobyaccess the aData
creating menu,
table first:and then press VO+SPACEBAR. Use the down arrow key to find Valida
In the Source text box, type =$F$32:$F$34, then press Enter.
You selected the values within the single column starting in cell F31: Department.
Now
EXPERTgo TIP: 1 D32people
to cell
Often
Inand
column
press F, click a cell with
put OPTION+DOWN
their validation lists
a department.
ARROW. There
like this outare
For example,
onlyway
of the three click Meat.
on departments
another sheet. in That
the drop-down
way otherslist:
won'tProduc
be tempted

Go to cell A60 for the next ainstruction. Or, to proceed to the next step, pressand
CONTROL+PAGE DOWN (or pres
2 Create table by pressing Control T then OK.

3 Now you’ll set up the data validation again. In column D, select all of the
blank cells under Department.
Now you’ll set up the data validation again. In column D, select all of the
blank cells under Department.

4 On the Data tab, click Data Validation. Under Allow, click List.

5 Click inside the Source box, then click the arrow button to the right.

6 Click and drag to select just the Produce, Meat and Bakery cells in column
F. Then click the down arrow button or press RETURN.

7 You should see this in the Source box: =$F$32:$F$34. (If you don’t see that
you can type it in.) Click OK.

8 Now click the drop-down arrow. There are only three departments:
Produce, Meat and Bakery. But if you add a new department in column F
under Bakery, it will get updated with the new department.

More information on the web


More information on the web
Create a drop-down list
Add or remove items from a drop-down list
Go back to top by pressing CONTROL+HOME. To proceed to the next step, press CONTROL+PAGE DOWN (or press CONTROL+F
Create a drop-down list

Add or remove items from a drop-down list

Back to top Next step


Food Department GOOD TO KNOW
Drop-down lists help ensure people
Apples Produce, Meat, Bakery enter valid data. So it makes sense
Beef that drop-downs are a part of a larger
Bananas group of features known as data
validation.
Lemons
Broccoli There are other data validation
methods. For example, you can
Kale restrict entry to whole numbers,
Ham dates, or even minimum and
Bread maximum amounts. There are many
options available, and you can read
Chicken more about them by clicking the link
Cookies at the bottom of this sheet.
Cakes
Pies

hanges? For example, what if there is a new department called Dairy? You’d have to update the data validation dialog box. But there’s a m
ontain data with one column: Department.

Food Department Department


Apples Produce
Beef Meat
Bananas Bakery
Lemons
Broccoli
Kale
Ham
Bread EXPERT TIP
Often people put their validation
Chicken lists like this out of the way on
Cookies another sheet. That way others
won't be tempted to change the
Cakes list.
EXPERT TIP
Often people put their validation
lists like this out of the way on
another sheet. That way others
won't be tempted to change the
list.
Pies

WN (or press CONTROL+FN+DOWN ARROW if you're on a MacBook).


log box. But there’s a more efficient way by creating a table first:
the Add Chart
Element
menu. Then
press
VO+Down
arrow until
you access the
Trendline
submenu.
Press Great charts recommended for you
Great charts recommended for you
VO+SPACEBA
Cells C5 through
R to select the D11 contain data with two columns: Year and Conference attendance.
Go to any cell
submenu, andin the table between cells C5 and D11, for example go to cell C6. Press CONTROL+G, tab, type C6, then press Ent
then
Presspress 1 Click
F6 (or FN+F6). anywhere
Press in the data
TAB or SHIFT+TAB toyou
until theaccess
right, and then click
the ribbon. PressInsert > or right arrow keys until you access the
the left
VO+DOWN Recommended Charts.
Several
ARROWrecommendations
until will appear. Press the down arrow key find an option called Clustered Columns, then pre
A column
you accesschart is inserted showing total number of conference attendees per year.
Linear, and 2
Press VO+SHIFT+UP
You'll see several recommendations. Click the Clustered Column option.
ARROW repeatedly. Then press VO+LEFT or RIGHT ARROW until you access the Workbook area.
select it by
Press VO+SHIFT+DOWN
pressing ARROW to enter the chart.
SPACEBAR. 3 A column chart appears showing total number of conference attendees
EXTRA CREDIT: Want pera year. Feel free
data table to move
directly under itthe
anywhere you'd
chart? Press like.
VO+SPACEBAR again on the Add Chart Element
Dive down for more detail: Go to A27. Or, to proceed to the next step, press CONTROL+PAGE DOWN (or press
4 Now you'll add a trendline. Select the chart, and the Chart Design tab will
appear at the top of the Excel window.

5 On the Chart Design tab, click Add chart element > Trendline > Linear.
Now you have a trendline that shows the general direction of the
attendance over time.

Dive down for more detail Next step

Horizontal and vertical axes


Horizontal and vertical axes
In school you might have learned that there is an x-axis and a y-axis. Excel has these two axes as well, but it calls them someth
In Excel this is what they are called:
• The x-axis along the bottom is called the horizontal axis.
In that
• The y-axis school you
runs up might haveis learned
and down that
called the thereaxis.
vertical is an x-axis and a y-axis. Excel has these
two axes as well, but it calls them something different.
To access a x-axis, press VO+SHIFT+UP ARROW repeatedly. Then press VO+LEFT or RIGHT ARROW until you access the Workbo
To access IntheExcel
y-axis, Press
this VO+SHIFT+UP
is what ARROW and then VO+SHIFT+LEFT ARROW until you access the vertical axis. Press VO
they are called:
Each axis can either be a value axis or a category axis.
• A value • The
axis x-axis along
represents the bottom
numerical values.isFor
called the horizontal
example, a value axisaxis.
can represent dollars, hours, duration, temperature, and
• The y-axis that runs up and down is called the vertical axis. Vertic
• A category axis represents things like dates, people names, product names. al axis
Go to cell Each
A52 for the
axis next
can instruction.
either Or, to
be a value proceed
axis to the next
or a category step, press CONTROL+PAGE DOWN (or press
axis. CONTROL+FN+
(Value
axis)
• A value axis represents numerical values. For example, a value axis can represent
dollars, hours, duration, temperature, and so on. The vertical axis on the right is a
value axis.
• A category axis represents things like dates, people names, product names. The
horizontal axis on the right has years so this is a category axis.
RIGHT • A value axis represents numerical values. For example, a value axis can represent
ARROW until
dollars, hours, duration, temperature, and so on. The vertical axis on the right is a
you accessvalue axis.
Chart 14. • A category axis represents things like dates, people names, product names. The
Press horizontal axis on the right has years so this is a category axis.
VO+SHIFT+DO
WN ARROW
twice. Then
press
VO+RIGHT or
LEFT ARROW
to access the
Plot Area.
Press
VO+SHIFT+DO
WN ARROW.
Then press
Secondary
VO+RIGHT axis
ARROW
you
Secondary axis
You can also
untiluse a secondary axis in a chart. A secondary axis is an additional value axis that can show different values than th
accessexample is Chart 14 on this sheet. It has an additional secondary vertical axis that represents the sales amounts for
A popular
Secondary
Cells D67 through F73 contain data with three columns: Date, Conference attendance, and Food sales. Food Sales column con
Vertical You can also use a secondary axis in a chart. A secondary axis is an additional value
(Value) Axis.
axis that can show different values than the other value axis.
EXTRA CREDIT: Try making a combo chart. Select cells D67 through F73 by pressing SHIFT and your arrow keys.
A popular
Press F6 (or example
FN+F6). Press TAB is
oron the right.
SHIFT+TAB It'syou
until theaccess
same the
as the chart
ribbon. above,
Press butor
the left it has
rightan
arrow keys until you access the
additional secondary vertical axis that represents the sales amounts for each month.
Several recommendations will appear. Press the down arrow key find an option called Clustered Column, then press Enter.
Some would say that by having a secondary axis, you almost have “two charts in one.”
A column chart is inserted showing total number of conference attendees per year.
That’s true. This chart is both a column chart and a line chart. These kind of charts are
Press VO+SHIFT+UP
called ComboARROW repeatedly.
charts in Excel.Then pressinterested
If you’re VO+LEFT orinRIGHT ARROW
this kind until you
of chart, clickaccess the at
the link Workbook area. Press VO+
the bottom ofARROW
Press VO+SHIFT+DOWN this sheet.
twice and then VO+SHIFT+RIGHT or LEFT ARROW until you access the Plot Area. Press VO+SH
Press F6 (or FN+F6). Press TAB or SHIFT+TAB until you access the ribbon. Press the left or right arrow keys until you access the
Press VO+DOWN ARROW to access the Line submenu, and then press VO+SPACEBAR to select that submenu. Press VO+DOWN
Press F6 (or FN+F6). Press TAB or SHIFT+TAB until you access the ribbon. Press the left or right arrow keys until you access the
Press VO+SHIFT+DOWN ARROW, VO+DOWN ARROW, and then VO+SHIFT DOWN ARROW. Press VO+RIGHT ARROW until you
Go to cell A68 for the next instruction. Or, to proceed to the next step, press CONTROL+PAGE DOWN (or press CONTROL+FN+

More information on the web


More information on the web
Create a chart
Create a combo chart with a secondary axis
Go back to top by pressing CONTROL+HOME. To proceed to the next step, press CONTROL+PAGE DOWN (or press CONTROL+F
Create a chart

Create a combo chart

Back to top Next step


type C6, then press Enter.
eys until you access the Insert tab. Press VO+SPACEBAR, and then press TAB until you access the Recommended Charts button. Press SPAC
Date Conference attendance
2012 20000
2013 15000
2014 4000
2015 18000
2016 10000
2017 8000

EXTRA CREDIT
Want a data table directly under the
chart? Click the chart. On the Chart
Design tab, click Add Chart Element >
Data Table > With Legend Keys.

but it calls them something different.

25000

l you access the Workbook area. Press VO+SHIFT+DOWN ARROW until you are in Sheet 9. Then press VO+LEFT or RIGHT ARROW until you
20000
e vertical axis. Press VO+SHIFT+DOWN ARROW to get the values in the axis.

ation, temperature, and15000


so on.
Vertic
al axis
or press CONTROL+FN+DOWN
(Value 10000 ARROW if you're on a MacBook).
axis)

5000

0
2012 2013 2014 2015 2016 2017
5000

0
2012 2013 2014 2015 2016 2017

Horizontal axis
(Category axis)

different values than the other 35000


value axis.
s the sales amounts for each month.
30000
Some would say that by having a secondary axis, you almost have “two charts in one.” That’s true. Th
Food Sales column contains data that supports the secondary axis for the chart described above.
25000

20000
eys until you access the Insert tab. Press VO+SPACEBAR, and then press TAB until you access the Recommended Charts button. Press SPAC
mn, then press Enter. 15000 Secondary
axis
10000 ARROW until you are in Sheet 9. Then press VO+RIGHT ARROW until you access the clustered colum
orkbook area. Press VO+SHIFT+DOWN
Plot Area. Press VO+SHIFT+DOWN ARROW twice. Press VO+SHIFT+LEFT or RIGHT ARROW until you access the Series "Sales" element. Pre
5000
eys until you access the Chart Design tab. Press VO+SPACEBAR, and then press TAB until you access the Change Chart Type button. Press S
bmenu. Press VO+DOWN ARROW, VO+SHIFT+DOWN
0 ARROW, VO+DOWN ARROW to access the 2-D Line button. Press SPACEBAR.
2012 2013 2014 2015 2016 2017
eys until you access the Format tab. Press VO+SPACEBAR, and then press TAB until you access the Format Pane button. Press SPACEBAR.
IGHT ARROW until you access the scroll area. Press VO+SHIFT
ConferenceDOWN ARROW. Press
attendance Sales VO+RIGHT ARROW until you access the radio button 2
or press CONTROL+FN+DOWN ARROW if you're on a MacBook).
Date Conference attendance Sales
2012 20000 $5,000
2013 15000 $11,200
Data that
2014 4000 $30,000 supports the
WN (or press CONTROL+FN+ 2015 18000 $25,000 secondary axis
2016 10000 $5,000 above
2017 8000 $8,000

EXTRA CREDIT
Try making a combo chart. Click inside the data
above, and then click Insert > Recommended
Charts. Choose the Clustered column option.

Then, click one of the orange columns. At the top,


click the Chart Design tab. On that tab, click Change
Chart Type and choose the first Line option.

Finally, click the orange line, and then click the


Format tab at the top. Select Format Pane. Then
click Secondary axis.
harts button. Press SPACEBAR.

RIGHT ARROW until you access Chart 93. Press VO+SHIFT+DOWN ARROW twice, and then press VO+RIGHT or LEFT ARROW until you acce
s in one.” That’s true. This chart is both a column chart and a line chart. These kind of charts are called Combo charts in Excel. If you’re inte

harts button. Press SPACEBAR.


condary
axis
cess the clustered column.
ries "Sales" element. Press VO+SHIFT+DOWN ARROW.
hart Type button. Press SPACEBAR.
ress SPACEBAR.
utton. Press SPACEBAR.
access the radio button 2 of 2. Press VO+SPACEBAR.

Data that
supports the
secondary axis
above
T or LEFT ARROW until you access the Plot Area. Press VO+SHIFT+DOWN ARROW, then press VO+LEFT or RIGHT ARROW to access the Hor
mbo charts in Excel. If you’re interested in this kind of chart, select the hyperlink in cell A70.
or RIGHT ARROW to access the Horizontal Axis. Press VO+SHIFT+DOWN ARROW to get the values in the axis. Press VO+SHIFT+UP ARROW
e axis. Press VO+SHIFT+UP ARROW when you're done getting the values.
Summarize data with PivotTables
Summarize data with PivotTables
Cells C3 through F9 contain data with four columns: Date, Salesperson, Product, and Amount.
Look through the Date, Salesperson, Product and Amount columns. Can you quickly identify which product is the mos
1 the
When we created
Look at the Date, Salesperson, Product and Amount columns. Can you
PivotTable,
quickly identifywewhich
clicked a few buttons
product so that
is the most the data could
profitable? be summarized. Now we know whi
Or which
Next you’ll pivot the data so thatisyou
salesperson thecan find out
leading which
seller? salesperson
That’s where isthe
thePivotTable
leading seller. Select
below canany cell
help.
Press VO+SHIFT+DOWN ARROW to enter the task pane. Then press VO+RIGHT ARROW until you access the PivotT
Press VO+UP2ARROW When
untilwe created
you the PivotTable,
access Salesperson, andwe clicked
then a few buttons to
press VO+SPACEBAR soselect
that the
it. data
The PivotTable showscould
thebe summarized.
leading salespersonNowat we
the know
top in which product
cells E12 and F12.is the most profitable.
Dive down for more detail: Go to A27. Or, to proceed to the next step, press CONTROL+PAGE DOWN (or press
3 Now you’ll pivot the data so that you can find out which salesperson is the
leading seller. Click any cell inside the PivotTable, and then on the
Select a cell PivotTable Analyze tab, click Field List.
inside the
table. For 4 A pane appears. At the top of the pane, uncheck Product.
example go to
cell E38. Press
F6 (or FN+F6).
TAB to
Press Tab or5 At the top of the pane, click the checkbox for Salesperson. Now you can
SHIFT+TAB
enter the list see who’s the leading salesperson.
until
of you
categories.
accessDOWN
Press the
ribbon. Press
ARROW to
the
find left or
Product
Now press
right arrow
checkbox.
DOWN
Dive down for more detail Next step
keys
Press until
ARROW to you
access
SPACEBAR the to
find Amount
Insert
select
checkbox.tab.
Press
Product.
When you do
VO+SPACEBA
When
that, the you do
R, andthe
that,
Amount then
field
press
Product TAB field
will get added
until
gets
to the you
added
Values to
Create
access
the Rows a
the
area at the PivotTable
area
PivotTable
at
Now
bottom
button.
of
Create a PivotTable
theyou’ll
bottom
the And,
pane.
create the PivotTable yourself so that you know how to make one when you need to summarize data.
of the
Press
pane. at
Cells C34 through
SPACEBAR.
And, the F40 contain data with four columns: Date, Salesperson, Product, and Amount.
the same time
product
the amounts data
appears
A Create
are totaled asNowfor you’lldialogue
PivotTable create the PivotTable
appears. yourself
Focus so thata you
is on Select tableknow how to
or range. make
Press one whenARROW
VO+DOWN you need
until you access Existing w
Row
each labels toinsummarize data.
product Fields pane may open on the right of the Excel Window. If it doesn't appear, press VO+SHIFT+UP ARROW repea
The
the PivotTable
new
in the
PivotTable.
PivotTable.
1 Click a cell inside the data on the right, and then on the Insert tab, click
PivotTable.
Congratulations, you made a PivotTable. But there is a lot more you can do. So go to cell A60 if you want to
Go to cell A58 for the next instruction.
2 In the dialog that appears, click Existing Worksheet, and then type C42 in
the Table/Range box. Click OK.

Press VO+SHIFT+DOWN
3 A paneARROW appearsto enter
on thethe task pane. Then press VO+RIGHT ARROW until you access the Pivot
right.
Press VO+UP ARROW until you access Salesperson. Press VO+SPACEBAR to select Salesperson.
Cells C43 through D48 now contain a PivotTable that shows each salesperson and their amount sold.
Continue to 4 Atfor
cell A58 thethe
topnext
of the pane, click the checkbox for Amount. When you do that,
instruction.
the Amount field will get added to the Values area at the bottom of the
pane. And, at the same time the amounts are totaled for each product in
the PivotTable.
A pane appears on the right.

4 At the top of the pane, click the checkbox for Amount. When you do that,
the Amount field will get added to the Values area at the bottom of the
pane. And, at the same time the amounts are totaled for each product in
the PivotTable.

5 At the top of the pane, click the checkbox for Salesperson. When you do
that, the Product field gets added to the Rows area at the bottom of the
pane. And, the product data appears as Row labels in the new PivotTable.

6 Congratulations, you made a PivotTable. But there is a lot more you can
do. So click the link at the bottom of this sheet if you want to learn more.

More information on the web


More information on the web
Create a PivotTable to analyze worksheet data
Sort a PivotTable
Go back to top by pressing CONTROL+HOME. To proceed to the next step, press CONTROL+PAGE DOWN (or press CONTROL+F
Create a PivotTable to analyze worksheet data

Sort a PivotTable

Back to top Next step


Date Salesperson Product Amount
7/29/2021 Anne Beer $ 1,400
8/3/2021 Mark Wine $ 1,010
8/20/2021 Anne Beer $ 750
8/24/2021 Mark Soda $ 510
9/13/2021 Mariya Soda $ 1,600
9/24/2021 Laura Wine $ 680

Row Labels Sum of Amount


Beer $2,150
PivotTable
Soda $2,110
Wine $1,690
Grand Total $5,950

til you access Existing worksheet. Press VO+SPACEBAR. Focus will shift to Table/Range. Type C43. Press VO+RIGHT ARROW until you acces
SHIFT+UP ARROW repeatedly, then VO+LEFT ARROW until you access the Ribbon. Press VO+SHIFT+DOWN ARROW. Press VO+RIGHT ARRO

Date Salesperson Product Amount


7/29/2021 Anne Beer $ 1,400
8/3/2021 Mark Wine $ 1,010
8/20/2021 Anne Beer $ 750
8/24/2021 Mark Soda $ 510
9/13/2021 Mariya Soda $ 1,600
9/24/2021 Laura Wine $ 680
WN (or press CONTROL+FN+DOWN ARROW if you're on a MacBook).
T ARROW until you access OK and press SPACEBAR.
W. Press VO+RIGHT ARROW until you access the PivotTable Analyze tab. Press VO+SPACEBAR, then press VO+RIGHT ARROW until you acc
VO+RIGHT ARROW until you access Field List. Press VO+SPACEBAR to open the Field List.
You have completed the Lab2! Congrats!

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