off105: ms excel (beginning and intermediate) for advocates jeff narabrook
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OFF105: MS Excel (Beginning and Intermediate) for Advocates
Jeff Narabrookwww.lsntap.org
Lists of data◦ Contacts, dates, etc.
Financial tracking◦ Budgets
Charts and graphs Grant Reporting Customized calcuation sheets Import and export data
What is Excel and Why Use It? Excel Fundamentals Using Worksheets Formatting Worksheets Fill Function Relative versus Absolute References Charts and Graphs Importing and Exporting Data Excel 2003 vs. Excel 2007
Today’s Agenda
Spreadsheet program allowing data entry into rows and columns
Very useful for managing certain types of data
Your funders and partners expect you to be able to use it!
What is Excel and Why Use It? Excel Fundamentals Using Worksheets Formatting Worksheets Fill Functions Relative versus Absolute References Charts and Graphs Importing and Exporting Data Excel 2003 vs. Excel 2007
Today’s Agenda
Name Box Formula Bar Cell References Making Formulas Workbook and Worksheets
A colon indicates a range of cells B1:B5 (B1 through B5)
A comma indicates only individually listed cells B1, B2, B3, B5 (does not include B4)
Formulas contain ◦An = sign◦Cells or cell references◦Calculation symbol
=(B1+B5) Addition =(B1-B5) Subtraction =(B1*B5) Multiplication =(B1/B5) Division =(B1%B5)Percentage =(B1^B6) Exponential Equations =SUM (B1:B5) =AVERAGE (B1:B5)
Excel documents are called ‘workbooks’ which contain ‘worksheets’
Worksheets are meant to contain sets of data that can be linked to another
What is Excel and Why Use It? Excel Fundamentals Using Worksheets Formatting Worksheets Fill Function Relative versus Absolute References Charts and Graphs Importing and Exporting Data Excel 2003 vs. Excel 2007
Today’s Agenda
Managing worksheets◦ Renaming ◦ Moving◦ Adding/Deleting
Linking worksheets together◦ Why?◦ How?
Why link worksheets?
How do you link worksheets?◦ Move the cursor to the desired cell on the other
sheet, type = and select the cell you want referenced.
◦ Manual link with Excel code: =sheetname!cell reference; For example =Budget!B13 will give you the
contents of cell B13 in worksheet named ‘Budget’ Make sure to use single quotes if the title has a
space Ex. Worksheet Budget Summary will be linked as =‘Budget Summary’!A1
You can also rename cells in the name box for easier linking codes No numbers or spaces
What is Excel and Why Use It? Excel Fundamentals Using Worksheets Formatting Worksheets Fill and Function Relative versus Absolute References Charts and Graphs Importing and Exporting Data Excel 2003 vs. Excel 2007
Today’s Agenda
Formatting Cells◦ AutoFit◦ Number◦ Merge and Center◦ Background Fill◦ Font◦ Alignment◦ Sort◦ Border◦ Protection
Freezing a row and/or column can make spreadsheets much easier to edit, by keeping your primary headers always in view
To Freeze a Row:◦ Put cursor in first cell immediately below the row
you want to freeze.◦ Go To “Window” on the Menu◦ Click ‘Freeze Panes’◦ Notice the Line that demarks it as frozen
To Unfreeze:◦ Go to “Window” on the Menu◦ Click ‘Unfreeze’
File Menu|Page Setup|Sheet Repeat Rows/Columns
Prints your primary headings on every page Header/Footer
Creates a header/footer for each page Add/remove gridlines
Add or removes cell grid lines Adjust margins
Adjusts page margins
What is Excel and Why Use It? Excel Fundamentals Using Worksheets Formatting Worksheets Fill Function Relative versus Absolute References Charts and Graphs Importing and Exporting Data Excel 2003 vs. Excel 2007
Today’s Agenda
Allows you to conveniently replicate content and formulas across columns or rows
Click on lower right-hand corner until a + shape appears. Keeping your mouse button depressed, drag below to the cells you want filled.
What is Excel and Why Use It? Excel Fundamentals Using Worksheets Formatting Worksheets Fill Function Relative versus Absolute References Charts and Graphs Importing and Exporting Data Excel 2003 vs. Excel 2007
Today’s Agenda
Relative is the default. Relative:
◦ Copies formulas across a worksheet, but does not copy a fixed value in a static cell.
Absolute:◦ Copies a specific cell reference and its value to
other cells.
What is Excel and Why Use It? Excel Fundamentals Using Worksheets Formatting Worksheets Fill Functions Relative versus Absolute References Charts and Graphs Importing and Exporting Data Excel 2003 vs. Excel 2007
Today’s Agenda
Click Insert | Chart Pick type of Chart or Graph Type Enter Data Range Add Legends and other frills
What is Excel and Why Use It? Excel Fundamentals Using Worksheets Formatting Worksheets Fill Function Relative versus Absolute References Charts and Graphs Importing and Exporting Data Excel 2003 vs. Excel 2007
Today’s Agenda
Survey Tool Data Contact Lists from other Databases PIKA Reports Email Contact Lists
What is Excel and Why Use It? Excel Fundamentals Using Worksheets Formatting Worksheets Fill Function Relative versus Absolute References Charts and Graphs Importing and Exporting Data Excel 2003 vs. Excel 2007
Today’s Agenda
