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MODULE 6 SKILLS Microsoft Excel 2013 Creating an Excel Workbook Working with Formulas and Functions Formatting Cells Working with Charts © Paradigm Publishing, Inc. 1

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Page 1: Gl13 m6-c1-presentation

MODULE 6

1SKILLS

Microsoft Excel 2013

Creating an Excel Workbook

Working with Formulas and Functions

Formatting Cells

Working with Charts© Paradigm Publishing, Inc.

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2SKILLS© Paradigm Publishing, Inc.

Creating an Excel Workbook

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3SKILLS

Guidelines to Planning and Creating a Worksheet in Excel

© Paradigm Publishing, Inc.

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4SKILLS

Guidelines to Planning and Creating a Worksheet in Excel…continued

© Paradigm Publishing, Inc.

Take the time to plan how you will organize the data on the worksheets– consider the source data you will use and the results

you want to produce– let your plan guide you as you enter the data

If you want users to enter values in a worksheet, position the input cells prominently

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5SKILLS

Guidelines to Planning and Creating a Worksheet in Excel…continued

© Paradigm Publishing, Inc.

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6SKILLS

Guidelines to Planning and Creating a Worksheet in Excel…continued

© Paradigm Publishing, Inc.

You can use business logos, shapes, and other graphics to enhance the appearance of your worksheets

Excel can also convey your worksheet data graphically in a chart

Charted data helps you spot trends and abnormalities, which can help you make better business decisions

When planning a worksheet, keep in mind your audience’s expectations as well as industry standards

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7SKILLS

Skills You Learn

1. Understand worksheet and workbook structure

2. Use cell references

3. Enter text, values, and dates

4. Use the Auto Fill feature

5. Use the spelling checker

6. Insert and delete columns and rows

7. Work with multiple worksheets

8. Name and rename worksheets

9. Explore options for printing

© Paradigm Publishing, Inc.

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8SKILLS

Skill 1: Understand Worksheetand Workbook Structure

© Paradigm Publishing, Inc.

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9SKILLS

Skill 1: Understand Worksheetand Workbook Structure…continued

Excel files are called workbooks– a blank workbook contains one worksheet– the capital letters across the top of the worksheet

are column headings– the numbers down the left side are row headings– the intersection of each row and column is a cell,

into which you can type an entry– as you work, a heavy black border appears around

the active cell

© Paradigm Publishing, Inc.

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10SKILLS

Skill 1 Steps: Understand Worksheetand Workbook Structure

1. Move the mouse pointer over the Formula bar

2. Click the New sheet button to add a worksheet to the workbook and make it the active sheet

3. Click the Sheet1 tab to make it the active sheet

4. Click in a cell to make it the active cell

© Paradigm Publishing, Inc.

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11SKILLS

Skill 1 Steps…continued

5. Click the down arrow on the vertical scroll bar to move down on the sheet

6. Click in cell A1 to make it the active cell

7. Press the Down Arrow key to move the cursor to a different cell and make that cell active

8. Press and hold down the Shift key and then press the Down Arrow key and the Right Arrow to select a range

9. Click the Save button on the Quick Access toolbar to save the file

© Paradigm Publishing, Inc.

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12SKILLS

Skill 1 Visual: Understand Worksheet and Workbook Structure

© Paradigm Publishing, Inc.

Down arrow button on the vertical scroll bar

Press the arrow keys to move to a cell, or click in a cell, to make it the active cell.

Up arrow button on the vertical scroll bar

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13SKILLS© Paradigm Publishing, Inc.

Jumping to a Cell You can jump directly to a cell by using the Go To

dialog box Open the Go To dialog box using one of these

methods:– press F5

or – click the Find & Select button in the Editing group on

the HOME tab and then click Go To

In the Go To dialog box, enter a cell address in the Reference text box and then click OK to jump to that cell

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CHECKPOINT QUESTION

14SKILLS© Paradigm Publishing, Inc.

The capital letters across the top of the worksheet are called

a. column headingsb. row headingsc. celld. active cell

1

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15SKILLS

Skill 2 Steps: Use Cell References

1. Type your name in cell A1 and press Enter

2. Click in a different cell to make it the active cell

3. Type =A1 and press Ctrl + Enter

4. Click in the Name box to the left of the Formula bar

5. Type a cell address or a range (e.g., E5:G7) and press Enter

© Paradigm Publishing, Inc.

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16SKILLS

Skill 2 Visual: Use Cell References

© Paradigm Publishing, Inc.

Look in the Formula bar and verify that it displays the entry you made, while the cell itself displays the result.

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17SKILLS© Paradigm Publishing, Inc.

Making a Quick Analysis When you select a range of cells that contain

data, the Quick Analysis button appears at the bottom right of the selected range

Click the Quick Analysis button to display a gallery where you can select from a variety of tabs to analyze your data. For example:– the CHARTS tab lets you display the selected data in

a chart– the FORMATTING tab offers options that can be used

to quickly determine high and low values or highlight values greater than a specified value

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18SKILLS© Paradigm Publishing, Inc.

Exploring a Worksheet A worksheet contains a fixed number of

columns and rows The number of usable cells depends upon the

amount of RAM available to your computer Cells within a worksheet can contain numbers

and dates in various formats, text, or formulas using arithmetic operators or functions – press End + Right Arrow to see the number of

columns in your worksheet– press End + Down Arrow to see the number of rows in

your worksheet

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CHECKPOINT QUESTION

19SKILLS© Paradigm Publishing, Inc.

The column letter and row number make up the cell reference or

a. valueb. range namec. cell addressd. formula

2

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20SKILLS

Skill 3 Steps: Enter Text, Values, and Dates

1. Make cell A1 the active cell, type Chocolate and the Aztec Culture Exhibit, and then press Enter

2. Type Exhibit Plan in cell A2 and then press Enter twice

3. Type 3-26-15 in cell A4 and then press Enter

4. Make cell B6 the active cell, type Due Date, and then press Enter

5. Make cell A7 the active cell and type the remaining entries into the range A7:A13

© Paradigm Publishing, Inc.

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21SKILLS

Skill 3 Steps…continued

6. Make cell B7 the active cell and type the remaining entries into the range B7:B13

7. Move the mouse pointer over the divider line between the column A and column B headings until it turns into a left-and-right-pointing arrow

8. Double-click the divider line between the column A and column B headings to resize column A

© Paradigm Publishing, Inc.

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22SKILLS

Skill 3 Visual: Enter Text, Values, and Dates

© Paradigm Publishing, Inc.

Excel automaticallyreformats the date.

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23SKILLS© Paradigm Publishing, Inc.

Removing ### from a Cell In certain situations, such as when you enter a

very large number in a cell, Excel displays a series of pound signs (###) rather than the entry itself

These signs indicate that the numeric entry is too wide to display in the cell

Increase the column width for the cell contents to display properly

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CHECKPOINT QUESTION

24SKILLS© Paradigm Publishing, Inc.

If a date is typed as 4-27-15, Excel will display the date as

a. 4-27-15

b. 4-27-2015

c. 4/27/15

d. 4/27/2015

3

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25SKILLS

Skill 4 Steps: Use the Auto Fill Feature

1. Click in a cell to make it the active cell, type Mon, and press Ctrl + Enter

2. Move the mouse pointer over the fill handle in the lower right corner of the cell, press and hold down the left mouse button, and then drag to the right until you see a ScreenTip that reads Sun

3. Release the mouse button

© Paradigm Publishing, Inc.

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26SKILLS

Skill 4 Steps…continued

4. Make a cell the active cell, type 10 a.m., and then press Enter

5. Drag over a range that begins with 10 a.m., click the Fill button in the Editing group on the HOME tab, and then click the Right option

6. Make a cell the active cell, type $4, press Enter, type $6, and then press Enter

7. Drag over the two typed dollar amounts

8. Drag the fill handle down to finish filling the custom series to $10 and then release the left mouse button

© Paradigm Publishing, Inc.

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27SKILLS

Skill 4 Visual: Use the Auto Fill Feature

© Paradigm Publishing, Inc.

Drag the fill handle down to finish filling the custom series to $10 and then release the mouse button.

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28SKILLS© Paradigm Publishing, Inc.

Using Flash Fill Flash Fill will save you time when entering data

that is repeated in a pattern Here is an example:

– suppose you enter a list of employee email addresses in column A, and each email address contains the employee’s last name and first initial

– when you start typing employee last names in column B, Excel will recognize the pattern and fill in the remaining last names in column B

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CHECKPOINT QUESTION

29SKILLS© Paradigm Publishing, Inc.

The _____ feature enables you to create a series of entries down a column or across a row.

a. Copyb. Auto Fillc. Templatesd. Clear

4

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30SKILLS

Skill 5 Steps: Use the Spelling Checker

1. Make cell A1 the active cell

2. Click the REVIEW tab and then click the Spelling button in the Proofing group to open the Spelling dialog box with the first mistake displayed

3. Click the Change button to replace the misspelled word with the correct spelling that is selected in the Suggestions list box

4. Continue clicking the Change button to correct the remaining misspellings and click OK in the message box

© Paradigm Publishing, Inc.

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31SKILLS

Skill 5 Visual: Use the Spelling Checker

© Paradigm Publishing, Inc.

Click the Change button to replace the misspelled word with the correct spelling that is selected in the Suggestions list box.

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32SKILLS© Paradigm Publishing, Inc.

Using Auto Correct You can customize the AutoCorrect feature so

that a correction will be made:1. click the FILE tab and then click Options

2. click Proofing at the left side of the Excel Options dialog box and then click the AutoCorrect Options button in the right panel

3. in the AutoCorrect dialog box, with the AutoCorrect tab selected, type your frequent typo (such as Simth) in the Replace text box and then type the correction (Smith in this instance) in the With text box

4. click Add and then click OK twice

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CHECKPOINT QUESTION

33SKILLS© Paradigm Publishing, Inc.

The spelling checker can find errors in these

types of entries.

a. textb. valuesc. datesd. worksheet names

5

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34SKILLS

Skill 6 Steps: Insert and Delete Columns and Rows

1. Click a cell to make it the active cell

2. Click the HOME tab, click the Delete button arrow in the Cells group, and then click Delete Sheet Rows to delete the row you are in

3. Click a cell to make it the active cell

4. Click the Insert button arrow in the Cells group on the HOME tab and then click Insert Sheet Rows to insert a row above the one you are in

© Paradigm Publishing, Inc.

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35SKILLS

Skill 6 Visual: Insert and Delete Columns and Rows

© Paradigm Publishing, Inc.

Click the Delete button arrow in the Cells group on the HOME tab and then click Delete Sheet Rows.

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36SKILLS© Paradigm Publishing, Inc.

Designing Worksheets Using Rows and Columns Rows and columns can play both functional and

design roles in your worksheet For example:

– when you perform calculations and certain other activities such as charting, you will find the actions easiest to perform when all the data is located in adjoining rows and columns

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CHECKPOINT QUESTION

37SKILLS© Paradigm Publishing, Inc.

Doing this to a row or column removes it and its contents.

a. insertingb. copyingc. deletingd. summing

6

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38SKILLS

Skill 7 Steps: Work with Multiple Worksheets

Delete Multiple Worksheets

1. Click the New sheet button to add Sheet3

2. Click the Sheet2 tab, press and hold down the Ctrl key, and then click the Sheet3 tab to select Sheet2 and Sheet3

3. In the Cells group on the HOME tab, click the Delete button arrow

4. Click Delete Sheet

5. Click the Delete button in the message box warning you that sheets may contain data that will be deleted

© Paradigm Publishing, Inc.

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39SKILLS

Skill 7 Steps…continued

Copy a Worksheet

1. Right-click the Sheet1 sheet tab and then click Move or Copy

2. Click (move to end) in the Before sheet list box in the Move or Copy dialog box

3. Click the Create a copy check box to insert a check mark

4. Click OK

© Paradigm Publishing, Inc.

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40SKILLS

Skill 7 Visual: Work with Multiple Worksheets

© Paradigm Publishing, Inc.

Right-click a sheet tab and then click Move or Copy to open the Move or Copy dialog box.

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41SKILLS© Paradigm Publishing, Inc.

Copying Data to Another Workbook You may have noticed that the Move or Copy

dialog box includes a To book option box If you have another workbook open, you can

select it in this option box to move or copy the specified worksheet to that workbook

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CHECKPOINT QUESTION

42SKILLS© Paradigm Publishing, Inc.

This key allows you to select multiple items, including multiple worksheet tabs.

a. Alt

b. Shift

c. Esc

d. Ctrl

7

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43SKILLS

Skill 8 Steps: Name and Rename Worksheets

1. Right-click a sheet tab

2. Click Rename

3. Type a sheet name and press Enter

© Paradigm Publishing, Inc.

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44SKILLS

Skill 8 Visual: Name and Rename Worksheets

© Paradigm Publishing, Inc.

Right-click a sheet tab and then click the Rename option in the shortcut menu.

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45SKILLS© Paradigm Publishing, Inc.

Color Coding Sheet Tabs Color-coding worksheet tabs is another way to

make it easier to find data in a workbook To change the color of a sheet tab:

1. right-click the tab

2. point to Tab Color

3. click the color you want from the palette

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CHECKPOINT QUESTION

46SKILLS© Paradigm Publishing, Inc.

Change the _____ for a worksheet on the sheet tab to describe its contents.

a. themeb. colorc. valued. name

8

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47SKILLS

Skill 9 Steps: Explore Options for Printing

1. Click the FILE tab

2. Click the Print option to open the Print backstage area, which displays print settings and a preview of the printout

3. Click the Print button

© Paradigm Publishing, Inc.

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48SKILLS

Skill 9 Visual: Explore Options for Printing

© Paradigm Publishing, Inc.

A preview of the printout displays in the Print backstage area.

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49SKILLS© Paradigm Publishing, Inc.

Adding Headers and Footers Headers and footers can include identifying

information such as the file name, your name, your company name, or page numbers

To add a header or a footer:1. click the INSERT tab and then click the Header &

Footer button in the Text group

2. type information in the placeholders that appear on the worksheet for the header or footer

3. use the choices on the HEADER & FOOTER TOOLS DESIGN tab to insert elements such as page numbers and the file name

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CHECKPOINT QUESTION

50SKILLS© Paradigm Publishing, Inc.

Click the Print button on the FILE tab to display printing choices in the

a. Print backstage areab. Print Preview viewc. Print dialog boxd. PAGE LAYOUT tab

9

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51SKILLS

Tasks Summary: 1 of 2

© Paradigm Publishing, Inc.

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52SKILLS

Tasks Summary: 2 of 2

© Paradigm Publishing, Inc.