Download - Excel: Elementary Operations
Tutorial Series, MSc in SEEM/ECLT, 1st term, 2016-2017
Excel: Elementary Operations
Tutor: Pan Hong
Date: Sep 5, 2016
Tutorial Series, MSc in SEEM/ECLT, 1st term, 2016-2017
Introduction
Spreadsheet
Application Data recording & organizing
Data computation Build-in functions
Data analysis Sorting, filtering, subtotal; View
Commercial charts: 13 categories
Customized VBA
Tutorial Series, MSc in SEEM/ECLT, 1st term, 2016-2017
Excel Application --- Tutorial Content
Tutorial Series, MSc in SEEM/ECLT, 1st term, 2016-2017
Example
http://hk.finance.yahoo.com/
Get Quotes
Enter symbol
Historical stock prices
Download
.CSV (comma separated values)
.xlsx: save as
Tutorial Webpage
http://www.se.cuhk.edu.hk/~seemeclt
Tutorial Series, MSc in SEEM/ECLT, 1st term, 2016-2017
Excel Version
Excel 2003 vs. Excel 2010
Learn where menu and toolbar commands are in Office 2010 and related products
http://office.microsoft.com/en-us/outlook-help/learn-where-menu-and-toolbar-commands-are-in-office-2010-and-related-products-HA101794130.aspx
http://office.microsoft.com/zh-cn/excel-help/HA101794130.aspx
Tutorial Series, MSc in SEEM/ECLT, 1st term, 2016-2017
Excel 2010 Interface
Menu Toolbars -> Tool Tabs
Task pane
Formula bar
Worksheet navigator
Status bar
Scroll bar
Tutorial Series, MSc in SEEM/ECLT, 1st term, 2016-2017
Excel 2010 Menu File
Save & Send: change file type Options
Home File -> Options -> Customize Ribbon Add-Ins: Manage
Insert Charts
Page Layout Formulas
Function Wizard AutoSum Name Manager
Data Data Analysis: basic and advanced, what-if
Review Permission Control
View
Tutorial Series, MSc in SEEM/ECLT, 1st term, 2016-2017
Basic Concept
Workbook & Worksheet
Cell
Rows (numerical labeled)
Columns (alphabetical labeled)
Active cell
Click: to reference by name
Double-click: to activate into edit mode
Tutorial Series, MSc in SEEM/ECLT, 1st term, 2016-2017
Basic Operation (1)
Pointer Appearance Selection cross I-Beam Mouse Pointer AutoFill cross
Selection Cell - row - column Area
Continuous Non-continuous: to press Ctrl
Context-menu: right click
Tutorial Series, MSc in SEEM/ECLT, 1st term, 2016-2017
Basic Operation (2)
Row – column Insert, delete, set width/height, hide, unhide
Move: to press shift
Copy, paste Paste special - transpose
Window Split
Display different part of the same worksheet
From menu or drag II-beam directly from scroll bar
Freeze panes (Menu: View -> Window -> Freeze Panes) Select a cell
Horizontal & vertical line
Tutorial Series, MSc in SEEM/ECLT, 1st term, 2016-2017
Cell Content
Text Cannot be calculated
Number
Date & time 7/10/2011
3:00 pm
Formula Start with equal sign
Tutorial Series, MSc in SEEM/ECLT, 1st term, 2016-2017
Cell Input
Edit
Formula bar
Cell inside: activate first
Confirm
Tick
Enter: active cell moves to next
Menu: Tools -> Options -> Edit
Alt + Enter: force a new line / wrap text
Ctrl + Enter: active remained; multi-cell
Tutorial Series, MSc in SEEM/ECLT, 1st term, 2016-2017
Input Using Form
Form Not by default in Excel 2010
Options -> Customize Ribbon -> all commands
Data Base User’s habit: dialog box Demo: Insert a new worksheet
First line as field name Press Tab to move right
Field selection Data -> Form
To skip warning
Tutorial Series, MSc in SEEM/ECLT, 1st term, 2016-2017
Input and Display
System specification
Scientific notation
Rounding: decimal part too long
First numeral as zero: omitted
Preceded by apostrophe ‘
Notation Reminding:
Error-checking-> number stored as text
Tutorial Series, MSc in SEEM/ECLT, 1st term, 2016-2017
Conversion between Text and Number
Alignment by default Left vs. Right
Menu Home -> Number (More Number Formats) Edit: clear formats
Tricky things 1. Format a cell as text first
Error checking appear
2. Input numbers first, and then format cells No warning; judging from status bar: quick calculation To activate, confirm again
Note: number copied from other place Possibly stored as text
Tutorial Series, MSc in SEEM/ECLT, 1st term, 2016-2017
Fill Operation
Filling handle Context menu: option list
Copy
Series
To fill formatting
To simplify formula input
Advanced control Menu: Home -> Editing -> Fill -> Series
Create new series File -> Options -> Advanced -> General: Edit Custom Lists
Tutorial Series, MSc in SEEM/ECLT, 1st term, 2016-2017
Formatting Tool Tabs
Basic
Font, border, fill, alignment…
Menu: Home -> Cells -> Format Cells
Example
Design a title of a table
Insert a row above the field names
First cell to input text
Selection of table head
Merge and center
Tutorial Series, MSc in SEEM/ECLT, 1st term, 2016-2017
Slash Table Head
Chinese Users’ habit: not well-supported Using cell formatting
Always fix the row height and column width first Text input with new-line forcing Format Cells -> Alignment (justify) Insert blank needed
Using Insert Illustrations Shapes -> Lines Text box
Format Shape: Line Color -> No Line Copy - paste Drag to fit
Tutorial Series, MSc in SEEM/ECLT, 1st term, 2016-2017
Create Formulas
Input directly Start with equal sign Operator
Range operator colon --- D3:D7 Union operator comma --- D3:D7, F11, B4
Using function wizard: fx Function arguments
Using AutoSum: a area of cells to sum Select the destination cell first Home -> Autosum Adjust the range by dragging
Using copy-paste Context menu option: values only For continuous area: auto fill
Tutorial Series, MSc in SEEM/ECLT, 1st term, 2016-2017
Cell Reference
Relative reference A2
Relative position
Automatically adjusted during copy
Absolute reference $A$2
Fixed position on line or row
Shortcut key to convert: F4
Example
Tutorial Series, MSc in SEEM/ECLT, 1st term, 2016-2017
Thanks!