Professional Documents
Culture Documents
Welcome to this Microsoft Excel 2000 Introduction course. The primary objective of the course is to introduce a user to the
basic operations of Microsoft Excel 2000, hereafter referred to as simply "Excel," in most cases. More detailed objectives are
listed later in this section.
1.1 Course Objectives
Microsoft Excel
Start Excel.
2000
Enter labels and values into a worksheet.
Print a worksheet.
Introduction
Automatically fill a range.
A number of conventions are used in this manual. Please be sure that you understand them.
The course is divided into sections. Most sections consist of an introduction and various subsections.
Most subsections include an overview of the topic to be presented and an exercise headed by the word
Objective. The exercise is often preceded by a section headed PREPARATION, which includes one or
more preliminary instructions. Be sure to follow any directions under this heading.
Exercises are presented in two columns, with each step clearly numbered. Your instructions are in the
column headed ACTION (You Do); the second column headed COMPUTER RESPONSE / Comments
describes the program response and/or may include other comments. Be sure to complete each step in the
order shown.
Instructions of an exercise may be a combination of selecting a command (or command sequence), typing
information and/or pressing one or more keys. Typical examples are given below:
Example 1
This means that you should select the File command on the Menu bar.
Example 2
This means that you should first select the File command on the Menu bar and then select the Open option
on the File menu.
Example 3
When a shortcut button is available for a command sequence, that button is usually indicated.
This means that you should position the mouse pointer on the Print button and then click the mouse button.
(When clicking on any command, button or other screen object, or when dragging a screen object, use the
left mouse button unless otherwise instructed.)
Example 4
This means that you should type the words Department Budget and then press the [ENTER] key. (In
such instructions, special keys, such as [ENTER], [ESC] and [F1], can be easily identified because they are
always enclosed in square brackets.)
GETTING STARTED
Example 5
When you are required to press two keys at the same time, the + sign is used.
This means that you should press the [CTRL] key and, while holding it down, press the letter O.
At several points throughout the course, Further Practice activities are provided. These have been
included to enable you to review techniques you have learned. Again, follow the instructions carefully. If
necessary, refer to any notes you may have taken as you work through these activities.
This course assumes that you are using a mouse. Basic mouse techniques are summarized below.
ACTION DESCRIPTION
Point Position the mouse pointer on the specified screen item.
Click Press and release the left mouse button.
Double-click Press and release the left mouse button two times in rapid succession.
Right-click Press and release the right mouse button.
Drag Move the mouse pointer from its initial position to another area of the screen
while holding down the left mouse button.
It is recommended that you create a folder named Course Docs (in the root folder of Drive C) and
copy all files on the course data diskette into this folder. (This course assumes that you have done
this.)
1. This course assumes that all default Excel settings are in effect when you start the program.
1.1 Introduction
This section begins with a discussion of Excel and the various tools it provides. It then covers various
program fundamentals. In it, you will learn how to:
Start Excel.
The advantages of using a program such as Excel are immediately apparent if you have ever used a strictly
manual procedure to perform operations similar to those that are available. Not only does the program
make it easier to enter information, it can save countless hours in calculating and recalculating information.
In addition, it allows you to quickly obtain answers to what are called "what-if" scenarios.
For example, suppose you wish to predict the income from the sale of a particular product over a period of
time. Using Excel, you can set up the appropriate model and then test various assumptions -- for example,
"What if our costs rise by 5%?" or "What if actual sales fall short of projections by 10%?"
Excel provides three principal types of modeling tools -- worksheets, charts and lists.
Worksheets A worksheet, also known as a spreadsheet, is used to store numeric data, calculations
involving that data, as well as descriptive text. The information is arranged in
columns and rows in a format similar to an accountant's ledger. Related worksheets
are saved in a workbook, which can be thought of as an electronic binder. An
example of a worksheet might be a departmental budget.
Charts A chart is used to graphically represent the data contained in a worksheet. For
example, a pie chart could be generated to show how a budget is allocated between
different areas of expenditure.
Lists A list, sometimes called a database, serves as an electronic filing system. The
information can be sorted, filtered, and otherwise manipulated according to a user's
specific needs. An example of a list might be a detailed listing of company
employees, including their names, addresses, titles, salaries, and so on.
In this introductory course, you will learn how to use Excel worksheet features.
You start Excel from the Programs submenu of Windows' Start menu.
In this exercise, you will start Excel and display the opening Excel Application window.
Title bar This displays the name of the program, Microsoft Excel, as well as the name
of the current workbook if it has been saved. (If the workbook has not been
saved, it is identified by number -- for example Book1.) The standard
Windows Control-menu box and window sizing buttons appear at the left end
and right end of the bar, respectively.
Standard/Formatting These display a number of shortcut buttons and boxes for performing
toolbars common Excel operations. When you point to one of these buttons or boxes,
a ScreenTip (the name of the button/box) appears next to the pointer. The
Standard and Formatting toolbars, by default, appear side-by-side. On your
screen, however, one toolbar may appear above the other.
Formula bar This displays the contents of the active cell, if any. As you will soon learn, it
is also used to enter the formulas that specify calculations in a worksheet.
Workbook window This window, which occupies the majority of the screen, displays an Excel
workbook. A workbook initially contains three worksheets, which are saved
in a single file. Each worksheet consists of a series of columns (identified by
the letters A, B, C, etc., which appear across the top of the window) and a
series of rows (identified by the numbers 1, 2, 3, etc., which appear down the
left side of the window). Since an entire Excel worksheet contains 256
columns and 65,536 rows, only a small part appears in this window at one
time.
Vertical/Horizontal These are used to scroll the Workbook window vertically/ horizontally
scroll bars through a worksheet.
Worksheet tabs These identify the various worksheets in a workbook, and allow you to move
from one worksheet to another.
Status bar This displays helpful information as you use the program. The "Ready"
indicator that currently appears lets you know that the program is ready for
data input.
Title bar
Menu bar
Standard Formatting
toolbar toolbar
Name box Formula bar
Workbook
window
Vertical
scroll bar
Status bar
Worksheet tabs Horizontal scroll bar
Excel provides an extensive Help system, which is always ready to provide assistance should you
encounter a problem or just need additional information while using the program.
Help Information
You can access the Help system by choosing the Help, Microsoft Excel Help command or by clicking on
the Microsoft Excel Help button on the Standard toolbar. Doing this displays the Office Assistant in
which you then type a specific request.
You also can obtain context-sensitive Help information for a specific screen element (for
example, a button on the Standard or Formatting toolbar) or for an option in a dialog box.
To display information for a screen element, choose the Help, What's This? command, and
then click on that element; to display information for a dialog box option, click on the Help
button (which displays a question mark), and then click on that option.
In this exercise, you will access the Excel Help system and display Help information for various topics.
Make sure that all menus and dialog boxes are closed.
2. Click in the text box (which currently displays A list of topics is displayed.
"Type your question here, . . .").
Type: create a formula
Click on the Search button.
3. Click on See more. A list of additional topics is displayed.
4. Click on See previous. The previous list of topics is redisplayed.
5. Click on Enter a formula to calculate a The Help window is opened, displaying a list of
value. subtopics.
6. Click on Enter a formula. Information for the selected subtopic is displayed
(as illustrated below).
ACTION (You Do) COMPUTER RESPONSE / Comments
7. In the Help information, click on formula The definition of the word "formula" appears in a
(which appears in blue). small window.
8. Click anywhere in the Help window. The definition window is closed.
9. Click on the Show button (on the toolbar of The Help window is expanded (as illustrated
the Help window). below).
10. If the Contents panel does not appear in the A list of topics is displayed in the left pane of the
left pane of the Help window, click on the Help window.
Contents tab.
11. Click on the plus sign (+) to the left of The topic is expanded.
Editing Worksheet Data.
ACTION (You Do) COMPUTER RESPONSE / Comments
12. Click on the plus sign to the left of Inserting, The subtopic is expanded.
Copying, and Moving Cells and Data.
13. Click on the plus sign to the left of Copying Additional subtopics are displayed.
and Moving Cells and Data.
14. In the list of subtopics, click on Move or copy Information about moving or copying cell data is
cell data. displayed in the right pane of the Help window.
15. In the Help information, click on Move or Information about moving or copying whole cells is
copy whole cells (which is underlined). displayed.
16. Click on the Back button (on the toolbar of the Information about moving or copying cell data is
Help window). redisplayed.
17. Click on the Forward button (on the toolbar Information about moving or copying whole cells is
of the Help window). redisplayed.
18. Click on the Index tab. The Index panel appears in the left pane of the Help
window (as illustrated below).
19. Type: print A list of topics containing the keyword you have
Click on the Search button. entered is displayed.
20. In the Choose a topic box, click on Set the Information for the selected topic is displayed in
print quality. the right pane of the Help window.
21. Click on the Close button on the Title bar of The Help window is closed, and the Help system is
the Help window. exited. You will now examine options for
customizing the Office Assistant.
ACTION (You Do) COMPUTER RESPONSE / Comments
22. Point to the Office Assistant (the paper clip A shortcut menu is displayed.
icon), and right-click the mouse button.
The Office Assistant can also provide useful tips as you work. To obtain such tips, display
the Office Assistant (by choosing the Help, Show the Office Assistant command), and leave it
open while creating your worksheets. When the Assistant has a tip, a light bulb will appear.
To display the tip, simply click on this light bulb.
1.6 Exiting from Excel
When you are finished using Excel, you can exit from the program either by choosing the File, Exit
command or by clicking on the Close button on the Title bar of the Application window. If you have not
saved changes in a workbook, you will be prompted to indicate whether or not you want to save those
changes before exiting.
1.7 Summary
Display Help information. Use the Help, Microsoft Excel Help command or
the Microsoft Excel Help button.
Exit from Excel. Use the File, Exit command or the Close button for
the Excel Application window.
1.1 Introduction
This section discusses basic worksheet techniques using a worksheet that is partially set up. In it, you
will learn how to:
Save a workbook.
The working folder is the default location in which Excel saves and retrieves your workbooks. When you
first install the program, this folder is set to My Documents.
On the General panel of the Options dialog box, which is subsequently displayed, enter the new path.
This exercise assumes that you are storing your workbook files in a folder named Course
Docs. If this is not the case, you will need to modify step 4. If you are storing these files on
a data diskette, make sure that diskette is in the appropriate drive before beginning the
exercise.
Make sure that the Excel Application window is displayed and that a blank worksheet
appears in the Workbook window.
3. Drag the mouse pointer over the current entry The current working folder is selected.
in the Default file location box.
4. Type: C:\Course Docs The new path is entered.
5. Click on the OK button. The dialog box is closed.
To enter data into a cell or to change a cell's contents, you must first select the cell by moving the cell
pointer to it. This can be done with either a mouse or the keyboard.
Using a mouse:
To: Use this procedure:
Scroll the Workbook window down (to reveal rows Click on the down arrow on the Vertical scroll bar
that are not initially visible). to scroll row by row, or press and hold down the
mouse button with the mouse pointer positioned on
the down arrow to scroll by several rows. (You can
also scroll by several rows by dragging the scroll
box or by clicking in the scroll bar itself.)
Scroll the Workbook window up (to reveal rows Follow the procedure for scrolling the window
that are not initially visible). down. Only use the up arrow on the Vertical scroll
bar.
Scroll the Workbook window to the right (to reveal Click on the right arrow on the Horizontal scroll bar
columns that are not initially visible). to scroll column by column, or press and hold down
the mouse button with the mouse pointer positioned
on the right arrow to scroll by several columns.
(You can also scroll by several columns by
dragging the scroll box or by clicking in the scroll
bar itself.)
Scroll the Workbook window to the left (to reveal Follow the procedure for scrolling the window to
columns that are not initially visible). the right. Only use the left arrow on the Horizontal
scroll bar.
Move the cell selector to a cell displayed in the Click in the cell.
Workbook window.
You can also move to a specific cell by entering the cell reference in the Name box and by
pressing [ENTER].
In this exercise, you will move the cell pointer through a worksheet and select cells by using both a
mouse and the keyboard. You will begin by opening the workbook in which the worksheet is stored.
The worksheets in this section are intentionally small so that you can better understand the basic Excel
concepts.
To change a cell's contents, simply select the cell, and type the new information. To actually enter the new
information into the worksheet, do one of the following: press [ENTER] to subsequently move to the cell
below, press any of the [ARROW] keys to subsequently move to the adjacent cell in the respective
direction, or click in any other cell to subsequently move to that cell.
Labels These include entries consisting of text only (for example, INCOME) or a combination of
text and numbers (for example, Year 1).
Values These include entries consisting of numbers only and entries that display a date and/or
time.
You can input an entry consisting solely of numbers (for example, a zip code) as a label by preceding the
entry with an apostrophe (for example, '94105).
In this exercise, you will modify entries in the current worksheet. Specifically, you will change the label
(INCOME) in cell A6, as well as the values (5000 and 50) in cells B4 and B5.
1. If you make a mistake while typing, use the [BACKSPACE] key to delete the incorrect character(s).
2. Excel includes an AutoCorrect feature, which automatically corrects common spelling errors as you type, and
an AutoComplete feature, which automatically repeats a label that appears in a cell above when you begin
typing a new label with the same initial characters. Since it is assumed these features are currently enabled, you
may see their effects from time to time as you enter data in the exercises of this course. (The various tasks of
the AutoCorrect feature are enabled/disabled with the Tools, AutoCorrect command. The AutoComplete
feature is enabled/disabled with the Tools, Options command.)
Excel's Undo and Redo features allow you to reverse one or more edit operations and restore a worksheet
to its previous state. They are useful when you find that you have accidentally deleted the wrong
information or performed some other operation that has erroneously modified your worksheet.
Choose the Edit, Undo command, or click on the Undo button on the Standard toolbar.
Choose the Edit, Redo command, or click on the Redo button on the Standard toolbar.
Undo / Redo Buttons
1. You can simultaneously undo or redo a series of edit operations by clicking on the down arrow at the right side
of the Undo/Redo button and by selecting an option on the list that appears. Doing this reverses the selected
edit operation and all subsequent edit operations.
2. The Undo and Redo commands on the Edit menu always reflect the last edit operation performed. For example,
it you paste information into a cell, the Undo command will appear as "Undo Paste." If you undo that
operation, the Redo command will then appear as "Redo Paste."
In this exercise, you will reverse (undo and redo) edit operations in the current worksheet.
To avoid losing what appears on the screen due to an unexpected occurrence, such as a power failure, it is
important that you periodically save a workbook as you work.
Choose the File, Save command, or click on the Save button on the Standard toolbar.
If you wish to store the file in a folder other than the working folder, switch to that folder.
To resave a workbook:
Choose the File, Save command, or click on the Save button on the Standard toolbar.
Save Button
You can save a previously-saved workbook under a different filename and/or in a new location (for
example, drive or folder) by choosing the File, Save As command and by specifying the new filename/new
location in the Save As dialog box. In this case, you will have two copies of the workbook -- the original
version saved in the original file and a second version saved in the new file/new location. From the Save
As dialog box, you can also save a workbook in a different format (for example, one that can be used with
an earlier version of Excel or one that can be used by another program) by expanding the Save as type box
and by selecting the new file format in the list that appears.
In this exercise, you will save the current workbook and then close it.
The worksheet in the Product Launch #1 workbook is not yet complete. In this subsection, you will enter
additional data into the worksheet. (In the next subsection, you will enter formulas to calculate various
entries.)
In this exercise, you will enter additional labels and values into the worksheet in the Product Launch
workbook. Specifically, you will add two additional rows, representing unit cost and sales cost, by
entering the appropriate labels and values into those rows. You will also enter a date.
Formulas, as mentioned earlier, specify the calculations that are to be performed in a worksheet. A
formula consists of two elements: operands and one or more operators. An operand represents the data
that is to be used in the calculation and can include constants (for example, 30 or 1.75) and/or cell
references (for example, C20); an operator indicates what is to be done with the various operands and can
include any of the following:
^ (Exponentiation)
* (Multiplication)
/ (Division)
+ (Addition)
- (Subtraction)
Type = (an equals sign). Doing this activates the Formula bar.
Click on the Enter button next to the Formula bar, or press [ENTER]. (If necessary, you can cancel the
formula before entering it by clicking on the Cancel button next to the Formula bar or by pressing [ESC].)
Formula Bar
If you include more than one operator in a formula, you should consider operator precedence -- that is, the
order in which Excel carries out the various operations. Considering the five operators mentioned on the
preceding page:
In the case of two operators of the same precedence (for example, multiplication and division), the
operations are performed in a left-to-right order.
You can override the default operator precedence by enclosing the appropriate operands and operator in
parentheses. For example:
3+4/2=5
(3 + 4) / 2 = 3.5
7 * 6 - 2^ = 38
7 * (6 - 2^) = 14
7 * (6 - 2)^ = 112
1. Formulas can also be used to compare values and to join text strings. In this section, however, you will use
formulas only to perform mathematical operations.
2. Excel automatically identifies and corrects common formula errors, such as beginning the formula with two
equals signs instead of one.
In this exercise, you will enter two simple formulas into the current worksheet by using both the
pointing and typing methods. These formulas will calculate the SALES COST entries by multiplying the
UNITS SOLD entries by the UNIT COST entries.
13. Click the Undo button two times. The two previous edit operations are reversed, and
the two formulas you entered are deleted. You will
now re-enter those formulas by entering both the
operands and the operators from the keyboard.
14. Make sure that cell B8 is selected. The Formula bar is activated.
Type: =
ACTION (You Do) COMPUTER RESPONSE / Comments
15. Type: B4*B7
REVIEW
1. With Product Launch #1.xls open, edit the current worksheet as follows:
You have no doubt noticed how entries that are too long to "fit" within the width of a cell are truncated
when the adjacent cell is filled. This problem can be easily corrected by adjusting the column width to
correctly display the entries in that column. There are several ways to do this.
Choose the Format, Column, Width command, or select the Column Width option on the shortcut menu.
In the Column Width dialog box, which is subsequently displayed, enter the new width.
Drag the border to the right (to increase the width) or to the left (to decrease the width).
OR
You can simultaneously adjust the width of multiple columns by selecting the columns and by then
performing the adjustment operation on any one column. To select adjacent columns, drag the mouse
pointer over the column headings. To select non-adjacent columns, click on the heading of each while
holding down [CTRL]. To select the entire worksheet, press [CTRL] + [A].
In this exercise, you will increase the width of the first three columns in the current worksheet.
1.10 Summary
Excel includes a number of features to save you time in building a worksheet. In this section, you will be
introduced to several of these features. In particular, you will learn how to:
Use AutoFill.
Clear cells.
Use AutoSum.
With Excel's AutoFill feature, you can quickly enter a series of labels, values or formulas into a range
(contiguous group of cells). The program determines the series based on the contents of the first cell or
cells in the range. For example, the single entry "January" would generate the series "January, February,
March, April, May," etc., while the entries "10" and "20" would generate the series "10, 20, 30, 40, 50," etc.
A formula is simply copied into adjacent cells, with column/row coordinates adjusted to reflect the
columns/rows in which the new formulas appear.
To use AutoFill:
Enter the first entry or entries of the series, and then select the cell(s) in which the information appears.
Drag the fill handle, and extend the selection until it includes the entire range in which the series is to appear.
In this exercise, you will use AutoFill to create a series of labels and to copy formulas.
In the remaining exercises of this course, ranges are identified by their first and last cells, separated by a
colon (:). For example, the horizontal range that includes cells A1 through E1 is identified as A1:E1; the
vertical range that includes cells A1 through A10 is identified as A1:A10; the horizontal and vertical range
that includes cells A1 through E10 is identified as A1:E10.
1. Make sure that all workbooks are closed. Then open the workbook named Labor Costs #1.xls.
Week 3: 38
Week 4: 34
Week 5: 40
Week 6: 44
5. Select cell C5. Using a procedure similar to The value in cell C5 (11.75) to copied into the
that described above, fill the range D5:G5. range D5:G5.
6. Select cell C6. Using a procedure similar to The formula in cell C6 is copied into the range
that described above, fill the range D6:G6. D6:G6.
7. Using a similar procedure, individually fill When you are finished, the worksheet should
rows 7 through 9. After filling row 9, cancel appear similar to that illustrated below.
the selection.
In the previous subsection, you used AutoFill to copy a formula. You can also copy any cell entry into any
worksheet location by using either the standard Windows copy and paste technique or a drag and drop
technique.
Select the cell(s) in which the copy is to appear. If you are copying more than one entry, you can simply select
the first (upper-left) cell of the range.
Choose the Edit, Paste command, or click on the Paste button on the Standard toolbar. Doing this places the
information on the Clipboard in the selected cell or cells.
When you perform a copy and paste operation, the entries that are copied normally replace any existing
data in the paste range. You can, if necessary, insert those entries without replacing existing data by using
either the Insert, Copied Cells command or the Insert Copied Cells option on the shortcut menu (instead
of the Edit, Paste command or Paste button), and by specifying the direction in which the existing data is to
be shifted.
Point to the border of the selection. Then press and hold down both [CTRL] and the mouse button.
Drag the mouse pointer to the new location (the first cell of the range if you are copying more than one entry).
Then release the mouse button and [CTRL].
In this exercise, you will copy an entry in the current worksheet by using both the copy and paste and
the drag and drop techniques.
You can also move cell entries from one worksheet location to another by using either the standard
Windows cut and paste technique or a drag and drop technique.
Choose the Edit, Cut command, or click on the Cut button on the Standard toolbar. Doing this places the
selected information on the Windows Clipboard.
Select the cell(s) in which the information is to appear. If you are moving more than one entry, you can simply
select the first (upper-left) cell of the range.
Choose the Edit, Paste command, or click on the Paste button on the Standard toolbar. Doing this removes the
information from the Clipboard and places it in the selected cell or cells. It also deletes the information from its
previous location.
Cut Button
When you perform a cut and paste operation, the entries that are moved normally replace any existing data
in the paste range. You can, if necessary, insert those entries without replacing existing data by using either
the Insert, Cut Cells command or the Insert Cut Cells option on the shortcut menu (instead of the Edit,
Paste command or Paste button), and by specifying the direction in which the existing data is to be shifted.
Drag the mouse pointer to the new location (the first cell of the range if you are moving more than one entry).
Then release the mouse button.
In this exercise, you will move an entry in the current worksheet by using both the cut and paste and
the drag and drop techniques.
In addition to the Windows Clipboard, Excel also provides access to an Office Clipboard. Although the
Windows Clipboard and Office Clipboard are separate entities, they are used for similar purposes. The
Windows Clipboard, however, can hold only one item (selection) at a time and can, therefore, be used to
store and paste only single items. The Office Clipboard, on the other hand, can hold up to 12 items and
can, as a result, be used to collect and paste multiple items, either from the same or from different
Microsoft Office programs. (For more information on using the Office Clipboard, see the Excel Help
system.)
You may sometimes need to delete the entries in several adjacent cells. The easiest method for doing this
is that of selecting the range in which the entries appear and pressing [DEL]. This clears the contents of
those cells but retains any formatting that has been applied to the cells.
If necessary, you can also clear both the contents and formatting of cells, or you can simply clear the
formatting of cells while retaining the cell contents.
You can also use the Edit, Clear, Contents command or the Clear Contents option on the shortcut menu
to clear only the contents of a selected range.
In this exercise, you will clear a single cell and a range of cells in the current worksheet.
2. Enter some text (a few letters) into cell B16 and into the range B18:F18.
Excel's AutoSum feature allows you to quickly compute a row or column total.
To use AutoSum:
Select the cell in which the total is to appear. (This should be the cell immediately to the right of entries to be
totalled in a row or immediately below entries to be totalled in a column.)
AutoSum Button
Excel's AutoCalculate feature totals the numeric entries in the currently-selected cells and displays that
total in the Status bar. It is, therefore, an alternate method for computing a column or row total when you
simply want to sum the entries without entering the result into the worksheet.
In this exercise, you will use AutoSum to compute row totals in the current worksheet.
5. Using a procedure similar to that described When you are finished, the worksheet should appear
above, total the entries in rows 6, 10, 13 and similar to that illustrated below.
14.
6. Select the range B4:G4. Look in the lower The message "Sum=43000" is displayed in the
right corner at the Status Bar. Status bar.
Select the area in which the row(s) or column(s) is/are to be inserted by dragging the mouse pointer over the
row or column headings.
Choose the Insert, Rows or Insert, Columns command, or select the Insert option on the shortcut menu.
Choose the Edit, Delete command, or select the Delete option on the shortcut menu.
In this exercise, you will insert both a new row and a new column into a worksheet. You will then
enter data into this row and column to complete the worksheet. You will also practice deleting a row
from this worksheet.
14. Point to the column D heading, and right- The column is selected, and a shortcut menu is
click the mouse button. displayed.
15. Click on Delete. The selected column is deleted.
16. Click on the Undo button. The deleted column is restored.
17. Cancel the selection. Then save the The changes are saved.
workbook as Sales.xls.
18. Close the workbook. The worksheet is cleared from the screen.
In the previous subsection, you learned how to modify a worksheet by inserting and deleting full rows and
columns. You can also insert and delete a range of cells anywhere in a worksheet.
In the Insert dialog box, which is subsequently displayed, specify the direction in which existing data is to be
shifted.
Choose the Edit, Delete command, or select the Delete option on the shortcut menu.
In the Delete dialog box, which is subsequently displayed, specify the direction in which surrounding data is to
be shifted.
In this exercise, you will insert a range of cells into a worksheet. You will then delete this range from
the worksheet.
1. Make sure that the Workbook window is clear. Then open the workbook named Sales.xls.
4. Make sure that the Shift cells right option is The existing data in the selected area will be shifted
selected. to the right.
ACTION (You Do) COMPUTER RESPONSE (Comments)
5. Click on the OK button. The dialog box is closed, and the range of cells is
inserted. You will now delete this range.
7. Make sure that the Shift cells left option is The data to the right of the selected area will be
selected. shifted to the left.
8. Click on the OK button. The dialog box is closed, and the new range is
deleted. The worksheet has now been restored to
its initial appearance.
9. Close the workbook, without saving the The worksheet is cleared from the screen.
changes.
1.9 Summary
Automatically fill a range with a series of Use AutoFill (drag the fill handle).
labels, values or formulas.
Copy cell entries. Use the Edit, Copy and Edit, Paste commands or
the Copy and Paste buttons.
Move cell entries. Use the Edit, Cut and Edit, Paste commands or the
Cut and Paste buttons.
Clear cells. Use the Edit, Clear command or
the [DEL] key.
Automatically compute a row or column Use AutoSum (the AutoSum button).
total.
Insert rows and columns into a worksheet. Use the Insert, Rows and Insert, Columns
commands.
Delete rows and columns from a worksheet. Use the Edit, Delete command.
Insert a range of cells into a worksheet. Use the Insert, Cells command.
Delete a range of cells from a worksheet. Use the Edit, Delete command.
ENHANCING WORKSHEET APPEARANCE
1.1 Introduction
Excel provides a number of features to enhance the presentation of data in a worksheet. This section
discusses a number of these features. In particular, you will learn how to:
Use AutoFormat.
Before performing any of the above operations, however, you will learn how to quickly edit data in Edit
mode.
You can, as you know, edit a cell entry by selecting the entry, by typing the new information and by
pressing either [ENTER] or one of the [ARROW] keys. This, of course, replaces the previous contents of
the cell.
There may be times, however, when you will want to only partially edit the contents of a particular cell.
This is done from Edit mode, which allows you to move the insertion point within an entry and add and/or
delete characters, as necessary.
Select the cell in which the change is to be made, and press [F2]; or
Edit Mode
In this exercise, you will edit the contents of cells while in Edit mode.
1. Make sure that all workbooks are closed. Then open the workbook named Purchase Order #3.xls.
10. Save the workbook as Purchase Order, and The changes are saved, and the worksheet is cleared
then close it. from the screen.
The method for increasing or decreasing row height is similar to that for adjusting column width.
To adjust row height (using the menu system):
Choose the Format, Row, Height command, or select the Row Height option on the shortcut menu.
In the Row Height dialog box, which is subsequently displayed, enter the new height.
Drag the border to down (to increase the height) or up (to decrease the height).
To adjust row height (to accommodate the tallest entry in that column):
OR
You can simultaneously adjust the height of multiple rows by selecting the rows and by then performing
the adjustment operation on any one row. To select adjacent rows, drag the mouse pointer over the row
headings. To select non-adjacent rows, click on the heading of each while holding down [CTRL]. To
select the entire worksheet, press [CTRL] + [A].
1. Make sure that the Workbook window is clear. Then open the workbook named Sales #2.xls.
You will begin by using your mouse to increase the height of row 1.
By default, labels are left-aligned in a cell while values are right-aligned. You can easily change the
default alignment, however, in a single cell or in a range of cells, by using the appropriate alignment button
on the Formatting toolbar.
In this exercise, you will realign cell entries in the current worksheet.
6. Save the workbook, and then close it. The changes are saved, and the worksheet is cleared
from the screen.
The ability to use different fonts to display and print cell entries is one of the most important features for
enhancing the appearance of data in a worksheet.
Choose the Format, Cells command, or select the Format Cells option on the shortcut menu.
On the Font panel of the Format Cells dialog box, which is subsequently displayed, select the new font
option(s).
Alternatively, you can use the various buttons and boxes on the Formatting toolbar to reset font options.
For example, the Font and Font Size boxes allow you to select a new font and font size, respectively, while
the Bold, Italic and Underline buttons allow you to apply the corresponding attribute to entries.
The above procedures format the entire contents of the selected cell(s). You can also apply a font option to
only part of a cell's contents by selecting the appropriate character(s) on the Formula bar prior to applying
that option.
In this exercise, you will reset font options by using options in the Format Cells dialog box.
This exercise also demonstrates the use of the Edit, Repeat . . . command, which allows you to repeat the
previous operation.
1. Make sure that the Workbook window is clear. Then open the workbook named Exam Scores.xls.
4. In the Font style box, click on Bold. In the The bold attribute is turned on, and the font size is
Size box, click on 12. increased.
5. Expand the Color box (by clicking on the The new color is selected.
down arrow), and click on the Blue option
(the sixth option in the second row of the
color palette).
6. Click on the OK button. The dialog box is closed, and the selected font
options are applied to the title.
ACTION (You Do) COMPUTER RESPONSE / Comments
7. Select the range A4:A9. You will now apply font options to the row labels.
8. Point to the selected range, and right-click A shortcut menu is displayed.
the mouse button.
9. Click on the Format Cells. The Font panel of the Format Cells dialog box is
redisplayed.
10. In the Font style box, click on Bold Italic. In
the Size box, click on 11. Then expand the
Color box, and click on the Plum option (the
seventh option in the fourth row of the color
palette).
11. Click on the OK button. The dialog box is closed, and the selected font
options are applied to the row labels. You will
apply the same options to the column labels.
12. Select the range B3:F3.
13. Choose the Edit, Repeat Format Cells The column labels now include the same font
command. characteristics as the row labels.
14. Cancel the selection. The worksheet should now appear similar to that
illustrated below.
15. Save the workbook as Exams.xls, and then The changes are saved, and the worksheet is cleared
close it. from the screen.
Excel assigns the appropriate format to a number if you include a numeric symbol (for example, dollar sign
or comma) when entering it. Numbers entered without a numeric symbol are assigned the default General
format.
Choose the Format, Cells command, or select the Format Cells option on the shortcut menu.
On the Number panel of the Format Cells dialog box, which is subsequently displayed, select the new number
format.
Alternatively, you can use the Currency Style, Percent Style and Comma Style buttons on the Formatting
toolbar to apply the corresponding numeric style to entries.
The Increase Decimal and Decrease Decimal buttons (to the right of the above buttons) can be used to
add and remove decimal places to and from an entry, respectively.
In this exercise, you will reset the number format of entries in a worksheet.
This exercise also demonstrates the use of the Format Painter, which allows you to copy the formatting in
one cell or range of cells and apply that formatting to another cell or range of cells.
1. Make sure that the Workbook window is clear. Then open the workbook named Sales.xls.
4. Select the range B4:C11. You will now apply the Currency style to the
entries in this range.
5. Click on the Currency Style button (on the Since the columns are not wide enough to correctly
Formatting toolbar). display the selected entries, they appear as a series
of pound signs.
7. Select the range B4:B11. Point to the selected A shortcut menu is displayed.
range, and right-click the mouse button.
8. Click on Format Cells. The Format Cells dialog box is displayed.
9. Click on the Number tab. The Number panel of the dialog box is displayed
(as illustrated on the following page).
10. In the Category box, click on Number. The new format is selected.
11. Make sure that the Use 1000 Separator (,)
option is not selected.
12. Click on the OK button. The dialog box is closed, and the dollar signs and
commas are removed from the selected entries.
Notice that the entries once again include two
decimal places.
13. Click on the Undo button. The format operation is reversed, and the entries are
once again displayed with dollar signs and commas.
14. Select cell A2. Type the current date in the The date appears in the default date format. You
Month Day, Year format (for example, June will now reformat the date.
15, 1999), and press [ENTER].
15. Point to cell A2, and right-click the mouse Cell A2 is selected, and the Format Cells dialog
button. Then click on Format Cells on the box is redisplayed. Notice that the Date option is
shortcut menu that appears. selected in the Category box.
16. In the Type box, click on Mar-98. The new date format is selected.
17. Click on the OK button. The dialog box is closed, and the selected format is
applied to the date. You will now format the
entries in columns E and F by copying the
formatting in columns C and D, respectively.
ACTION (You Do) COMPUTER RESPONSE / Comments
18. Select cell C4. Then click on the Format Cell C4 is surrounded by a marquee. The
Painter button (on the Standard toolbar). formatting in this cell is copied.
19. Select the range E4:E11. The Currency style with 0 decimal places is applied
to the entries in the selected range, and the Format
Painter is disabled.
21. Save the workbook, and then close it. The changes are saved, and the worksheet is cleared
from the screen.
One or more borders can add visual interest to a worksheet, as well as make the data easier to read and
understand. Shading can also visually enhance a worksheet, as well as call attention to important data.
Worksheet with Borders and Shading
Choose the Format, Cells command, or select the Format Cells option on the shortcut menu.
On the Border panel of the Format Cells dialog box, which is subsequently displayed, select the desired
position and style for the border.
Alternatively, you can use the Borders button on the Formatting toolbar to add a border to a worksheet.
Borders Button
Choose the Format, Cells command, or select the Format Cells option on the shortcut menu.
On the Patterns panel of the Format Cells dialog box, which is subsequently displayed, select the desired color
and pattern for the shading.
The above procedure allows you to apply both a color and pattern when shading cells. If you wish to apply
only a color, you can alternatively use the Fill Color button on the Formatting toolbar to add shading to
cells.
1. Make sure that the Workbook window is clear. Then open the workbook named Purchase Order #3.xls.
2. Using the Currency Style button, format the entries in the range D5:D8 and in the range F5:F9.
4. In the Style box, click on the medium thick The border style is selected.
line option (the fifth option down in the
second column).
5. Under Presets, click on the Outline button. The border position is selected.
6. Click on the OK button. The dialog box is closed, and an outline border is
drawn around the selected cells.
Excel provides a number of predefined worksheet formats, which are available through the Format,
AutoFormat command. Selecting this command displays the following dialog box:
1. Make sure that the Workbook window is clear. Then open the workbook named Exam Results.xls.
1.9 Summary
This section discusses methods for controlling the print process so that what is printed meets your
requirements. In it, you will learn how to:
Preview a worksheet.
Page This panel includes options for defining page characteristics, such as orientation
(portrait or landscape), paper size and print quality. It also includes a Fit to
option, which can be used to automatically scale down the font, if necessary, to
ensure that the worksheet is printed on a specified number of pages.
Margins This panel includes options for resetting the various margins, as well as options
for centering the page between the left and right and/or top and bottom margins.
Header/Footer This panel includes options for including a header and/or footer on each page.
Sheet This panel includes options for printing a specific area of the worksheet, as well
as options for specifying whether or not cell gridlines and the worksheet frame
(row and column headings) are to appear in the printout.
In this exercise, you will change various page setup options for a worksheet. Specifically, you will set
the necessary options to 1) print the entire worksheet on one page, 2) center the worksheet between the left
and right margins, and 3) include cell gridlines in the printout. You will also define a custom header and
custom footer.
1. Make sure that all workbooks are closed. Then open the workbook named Product Launch #4.xls.
2. Under Scaling, click on Fit to. This option ensures that the entire worksheet will
be printed on one page.
3. Click on the Margins tab. The Margins panel of the dialog box is displayed
(as illustrated below).
ACTION (You Do) COMPUTER RESPONSE / Comments
4. Click on the up arrow at the right side of the The top margin of the worksheet is increased to two
Top box until the setting reads 2. inches.
5. Under Center on page, click on Horizontally. The worksheet will be centered between left and
right margins.
6. Click on the Header/Footer tab. The Header/Footer panel of the dialog box is
displayed (as illustrated on the following page).
You will now define a header and footer.
12. Click in the Left Section. The insertion point moves to the Right section box.
13. Click on the Date button. A date code is inserted. The current date will be
right-aligned at the bottom of the page.
14. Click on the OK button. The Page Setup dialog box is redisplayed.
15. Click on the Sheet tab. The Sheet panel of the dialog box is displayed (as
illustrated below).
ACTION (You Do) COMPUTER RESPONSE / Comments
16. Under Print, click on Gridlines. Cell gridlines will be included in the printout. You
are now ready to print the worksheet with the new
settings.
19. Close the workbook, without saving the The worksheet is cleared from the screen.
changes.
NOTE: You have not saved the changes made in
this exercise since you will reprint the document
with a different page setup in the next exercise.
1.3 Previewing a Worksheet
Excel allows you preview a worksheet as it will be printed before beginning the actual print operation.
From the Print Preview window, you can make any necessary adjustments to the page layout, thereby
saving time and paper.
Choose the File, Print Preview command, or click on the Print Preview button on the Standard toolbar.
Use the Next or Previous button to display the next or previous page, respectively.
Use the Margins button to adjust the top, bottom, right, left, header and/or footer margin.
Use the Setup button to display the Page Setup dialog box.
Use the Page Break Preview button to adjust a vertical and/or horizontal page break.
This exercise also demonstrate the method for manipulating (for example, inserting, adjusting and
removing) page breaks in a worksheet.
1. Make sure that the Workbook window is clear. Then open the workbook named Product Launch #4.xls.
9. Point to the page break line. Press and hold The page break is moved to the right border of the
down the mouse button, and drag the mouse last column.
pointer to the right edge of the worksheet.
Then release the mouse button. NOTE: You can also move a vertical page break
to the left so that the worksheet will be split at any
other column.
10. Choose the View, Normal command. The worksheet is redisplayed in Normal view.
11. Select column E. Then choose the Insert, A page break is inserted before the selected
Page Break command. column. Therefore, column E and all subsequent
columns will appear on a separate page.
12. Click on the Print Preview button. Page one of the worksheet is redisplayed in the
Print Preview window. Notice that only columns A
through D appear on this page.
13. Click on the Next button. Page two of the worksheet is displayed. Notice that
columns E through H appear on this page.
14. Click on the Close button. The Print Preview window is closed. You will now
remove the page break.
ACTION (You Do) COMPUTER RESPONSE / Comments
15. Make sure that column E is still selected. The page break is removed.
Then choose the Insert, Remove Page Break
command.
16. Cancel the selection.
17. Optionally, redisplay the worksheet in the
Print Preview window to verify the above
operation. Then close the Print Preview
window.
18. Save the workbook, and then close it. The changes are saved, and the worksheet is cleared
from the screen.
1.4 Printing Selected Worksheet Entries (NOTE: This section is for reference only and will not be used
in class)
Up to this point, you have printed all entries in a worksheet when performing a print operation. If
necessary, you can print only selected worksheet entries by setting a print area.
Select the range(s) in which the entries appear. To include multiple ranges in the print area, press and hold
down [CTRL] while selecting each block. (In this case, each range will appear on a separate page.)
You can also print one or more areas of a worksheet without setting a print area. To do this, select the
range(s) to be printed, choose the File, Print command, and select the Selection option (under Print what)
in the Print dialog box. In the case of multiple ranges, each range is printed on a separate page.
1. Make sure that the Workbook window is clear. Then open the workbook named Product Launch #4.xls.
You will set a print area that includes the data for the first three years.
1.5 Summary
Change the page setup of a worksheet. Use the File, Page Setup command.
Preview a worksheet. Use the File, Print Preview command or the Print
Preview button.
Adjust a page break in a worksheet. Use the Page Break Preview button (in the Print
Preview window).
Insert a page break into a worksheet. Use the Insert, Page Break command.
Remove a page break from a worksheet. Use the Insert, Remove Page Break command.
Set a print area. Use the File, Print Area, Set Print Area command.
Clear a print area. Use the File, Print Area, Clear Print Area
command.
FINAL CASE STUDY
The following Case Study will give you the opportunity to review and practice many of the Excel features
you have learned. It is divided into several steps.
Introduction
Assume that you work in the Sales Department of an ice cream company. Your company is considering
introducing a new flavor, Pineapple Coconut, and has commissioned market research.
One of your colleagues, who has not attended an Excel course, has started a worksheet to present the
information and has now handed the job over to you. This worksheet is stored in a workbook named Sales
Projection.xls.
You need to produce a projection over a five-year period to analyze the viability of this project.
Step 1
Step 2
Increase the width of column A so that all labels are fully displayed.
Increase the font size of the worksheet title (in cell A1).
Step 3
Enter column headings into the range C3:F3. (These headings should read Year 2, Year 3, etc.)
Step 4
The sales volume is forecast to grow by 10% per year. In C4, enter the formula =B4*1.1.
The formula for income will, of course, be the same for all years. Copy this formula into the appropriate
cells.
Step 7
You can quickly indent an entry by selecting it and by clicking on the Increase Indent button on the
Formatting toolbar.
Step 8
Unit costs over the five-year period are forecast as indicated below. Enter this data into your worksheet.
Step 9
The overhead is expected to remain the same for all years. Copy this amount into the appropriate cells.
Step 10
The formulas for production costs, total cost and gross profit are the same for all years. Copy these
formulas into the appropriate cells.
Step 11
Format cell B15 so that the entry is displayed as a percentage with 1 decimal place.
Step 12
Your worksheet is now complete, but the presentation could still be improved.
Use the available format options to enhance the appearance of the numeric data.
Use other available format options to make further enhancements (for example, reset the font, add borders
and shading, etc.).
Step 13
Set print options of your choice (for example, add a header and/or footer, center the data horizontally,
etc.).
Preview, and then print, the worksheet.
(Your worksheet should appear similar to that illustrated below. The formatting will vary, of course,
depending on the options you have chosen.)
Step 14
Completed Worksheet
Appendix ASUMMARY OF KEYBOARD AND TOOLBAR SHORTCUTS
The following is a summary of the keyboard and toolbar shortcuts for Excel operations discussed in this
course:
Format, Cells
(to left-align entry)
Format, Cells
(to center entry)
Format, Cells
(to right-align entry)
Format, Cells
(to apply comma format)
Format, Cells
(to decrease number of decimals)
Format, Cells
(to add shading)