efm excel workshop
TRANSCRIPT
Workshop Format1: Explain Features
• Excel features explained in slides
• Step-by-step• Traditional
learning
2: Synchronized Task
• Practical application
• Important features from explanation
• Learning by doing
3: Reference
• Handouts online
• Print at home for future reference
Workshop Overview• The Beginning
– Explanation of basic features– Synchronized Task #1
• The Middle– Explanation of advanced features– Synchronized Task #2
• The Last Part– Explanation of statistical features– Synchronized Task #3
• Discussion
Disclaimer
• This is NOT a statistics workshop!• Only technical info about Excel 2003
However…
The Beginning– Explanation of basic features– Synchronized task #1
Beginning TerminologyExcel file = Workbook
Parts of an Excel file = Worksheet
Beginning Terminology
Worksheet Tabs:Right-click for options
Beginning TerminologyCell
Beginning TerminologyCellRow
Beginning TerminologyCellRowColumn
Beginning TerminologyCellRowColumnCell headings
Beginning TerminologyCellRowColumnCell headingsCell reference
Click row or column headingTo Select Entire Rows/Columns
Click row or column heading• Column A
To Select Entire Rows/Columns
Click row or column heading• Column A• Row 1
To Select Entire Rows/Columns
Dates and times automatically recognizedEntering Dates/Times
Times by using a colon ( : )Entering Dates/Times
16:30
Dates by using either• dashes ( - ) or• Slashes ( / )
Entering Dates/Times
8-3-078/3/07
Remember: Negative numbers in parentheses ()
• E.g. -34 is in Excel (34)
Entering Data
(34)
Bored yet?
Changing Cell Format
• Font• Text size• Text alignment (Left, center, or right)• Text decoration (Bold, italic, underline)• Cell border(s)• Cell color• Text color
Changing Cell Format• First, select cells
Changing Cell Format• Then, change format propertyFont
Changing Cell Format• Then, change format propertyText size
Changing Cell Format• Then, change format propertyText decoration
Changing Cell Format• Then, change format propertyText alignment
Changing Cell Format• Then, change format propertyCell border(s)
Changing Cell Format• Then, change format propertyCell color
Changing Cell Format• Then, change format propertyText color
Changing Cell Format
• Or, right-click• Select “Format Cells”
Changing Cell Format
• Font• Text size• Text alignment • Text decoration• Text color
“Font” Tab
Cell border
Changing Cell Format“Border” Tab
Cell color
Changing Cell Format“Patterns” Tab
Using Functions
Formula bar
Using Functions
• All functions, same syntax:
=sum(345,432,C4,D5)
Equals sign:Tells Excel that this is a function
Using Functions
• All functions, same syntax:
=sum(345,432,C4,D5)
Function:Tells Excel which function
Using Functions
• All functions, same syntax:
=sum(345,432,C4,D5)
Arguments:Tells Excel how to apply the
function
Using Functions
• All functions, same syntax:
=sum(345,432,C4,D5)
Arguments:Each separated by comma
Using Functions
• All functions, same syntax:
=sum(345,432,C4,D5)
Numbers:• Applies function to
numbers• Must change function
Using Functions
• All functions, same syntax:
=sum(345,432,C4,D5)Cell references:• Applies to cell values• Need not change function
Using Functions
• All functions, same syntax:
=sum(345,432,C4,D5)Translation:A cell with this function will display the result of:345 + 432 + contents in C4 + contents in D5
Everything clear so far?
Using Functions
Four ways:1. Type directly2. Use Auto-Sum button3. Select from drop-down box4. Call “Insert Functions” menu
1: Type Functions Directly
Direct input into formula bar or cell
=sum(34,45)
1: Type Functions Directly
Cell references as arguments• Can be typed• Can be clicked
=sum(B3,C3,D3)
2: Use Auto-Sum Button
Clicking the Auto-Sum button:• Is quick• Inputs SUM() function immediately
=sum()
2: Use Auto-Sum Button
For more functions:• Click the downward arrow• Choose function to input
3: Select From Drop-Down Box
For even more functions:• Enter an equals sign• Click drop-down arrow• Select function
=
4: Call “Insert Function” Menu
• Click “Insert”• Select “Function…”
Insert Function Menu
Function Window:• Displays all functions• Select from here
Insert Function Menu
Description:• Describes selected function• Displays correct arguments
Insert Function Menu
Search Window:• Filters functions in function window• Input keywords to search• Click “Go”
Insert Function Menu
Category Menu:• Filters functions in function window• Click drop-down arrow• Select a category
Insert Function Menu
Help link:• Displays Help topics relevant to
selected function
Auto-Filling Functions
• Same function on different values• Columns or rows• Great for grand totals
Auto-Filling Functions
• Activated with fill handle– Lower-right of selected cell– Cursor becomes a black cross
+
Auto-Filling Functions
1. Enter function• Cell references as arguments
Auto-Filling Functions
1. Enter function• Cell references as arguments
2. Drag fill handle over desired cells
Exporting Tables to WordPutting your Excel table into your paper
Exporting Tables to Word• Select cells to export
Exporting Tables to Word• Select cells to export• Call “Edit” menu• Select “Copy”
Exporting Tables to Word• Open Word• Call “Edit” menu• Select “Paste”
Exporting Tables to WordThere it is!
Questions?
Synchronized Task #1
• Create an Excel workbook• Enter functions• Auto-fill functions• Edit worksheet tabs
The Middle– Explanation of advanced features– Synchronized task #2
Creating A Chart
• Visual representation of data• Make a chart in 10 seconds
Creating A Chart
• Select data to be charted
Creating A Chart
• Select data to be charted• Click Chart Wizard button
Creating A Chart• Select chart type
Creating A Chart• Select chart type• Click “Finish”
Creating A Chart
Chart in 10 seconds!• Simple• No-frills
More on Charts
• More options available• More chart types• Fully customizable
More on Charts
Example: non-adjacent rows:
More on Charts
Example: non-adjacent rows:• Start with the Chart Wizard
More on Charts• Select chart type
More on Charts• Select chart type• Click “Next >”
• Delete anything here
More on Charts
• Click “Series” tab
More on Charts
• Click “Series” tab• Click “Add” button
More on Charts
• Click “Series” tab• Click “Add” button• Input series name
More on Charts
USA
• Click “Series” tab• Click “Add” button• Input series name• Click here for data
More on Charts
More on Charts
• Select data for first series
More on Charts
• Select data for first series• Click to return to dialogue
Repeat for Series 2• Click “Add” button• Input series name• Click here for data
More on Charts
Repeat for Series 2• Click “Add” button• Input series name• Click here for data
More on Charts
Repeat for Series 2• Click “Add” button• Input series name• Click here for data
More on Charts
Argentina
Repeat for Series 2• Click “Add” button• Input series name• Click here for data
More on Charts
More on Charts
• Select data for second series
More on Charts
• Select data for second series• Click to return to dialogue
• Notice chart preview
More on Charts
• Notice chart preview– X-axis has no labels
More on Charts
• Notice chart preview– X-axis has no labels– Should be years
More on Charts
• Notice chart preview– X-axis has no labels– Should be years
• For category labels,– Click button
More on Charts
More on Charts
• Select data for category labels
More on Charts
• Select data for category labels• Click to return to dialogue
• Notice chart preview– X-axis has no labels– Should be years
• For category labels,– Click button
• Notice chart preview– Years in place
More on Charts
• Notice chart preview– X-axis has no labels– Should be years
• For category labels,– Click button
• Notice chart preview– Years in place
• Click “Next >”
More on Charts
More on Charts
Change chart options:• Chart and axis titles
Change chart options:• Axis labels
More on Charts
Change chart options:• Gridline display
More on Charts
Change chart options:• Legend display and location
More on Charts
Change chart options:• Data label display
More on Charts
Change chart options:• Data table display
More on Charts
When finished with options:• Click “Next >”
More on Charts
Chart location:• Click for new worksheet
More on Charts
Chart location:• Click for existing worksheet
More on Charts
Chart location:• Click “Finish”
More on Charts
Exporting Charts to Word• Copy and paste• Just like exporting tables
Questions?
Freezing Panes
• For large worksheets• Scrolling makes titles disappear
Freezing Panes
• For large worksheets• Scrolling makes titles disappear
Freezing Panes
• For large worksheets• Scrolling makes titles disappear
Freezing Panes
• Keep titles on page while scrolling data
Freezing Panes
To freeze rows:• Select row below last to be frozen
Freezing Panes
To freeze rows:• Select row below last to be frozen• Call “Window” menu• Select “Freeze Panes”
Freezing Panes
To freeze columns:• Select column right of last to be frozen
Freezing Panes
To freeze columns:• Select column right of last to be frozen• Call “Window” menu• Select “Freeze Panes”
Freezing Panes
To freeze rows and columns:• Select cell below and to the right
Freezing Panes
To freeze rows and columns:• Select cell below and to the right• Call “Window” menu• Select “Freeze Panes”
Freezing Panes
Titles stay while scrolling!
Freezing Panes
Titles stay while scrolling!
Freezing Panes
Titles stay while scrolling!
Questions?
Synchronized Task #2
• Download sample workbook• Create a chart• Use Chart Options• Freeze Panes
The Last Part– Explanation of statistical features– Synchronized task #3
Data Analysis MenuMenu contains all
statistics tools
Data Analysis MenuMenu contains all
statistics tools
Call Menu:• Click “Tools”
Data Analysis MenuMenu contains all
statistics tools
Call Menu:• Click “Tools”• Select “Data
Analysis…”
Data Analysis MenuMenu contains all
statistics tools
Descriptive Statistics
Descriptive Statistics
Input Range:• Tells Excel which data to analyze
Descriptive Statistics
Grouped by:• Columns or rows?
Descriptive Statistics
If labels in first row/column:• This box must be checked
Descriptive Statistics
Output Options:• Output in existing worksheet, new
worksheet, or new workbook?
Descriptive Statistics
Further information:• Check boxes to include additional info
T-Tests
T-Tests
Input:• Ranges for each variable in dataset
T-Tests
Hypothesized Mean Difference:• If null hypothesis is µ1-µ2=0, then input 0
T-Tests
Labels:• Check if first row/column has labels
T-Tests
Alpha:• Enter test confidence level• Must be value from 0 to 1
T-Tests
Output Options:• Output in existing worksheet, new
worksheet, or new workbook?
Z-Tests
Z-Tests
Input:• Range in workbook for variables
Z-Tests
Hypothesized Mean Difference:• If null hypothesis is µ1-µ2=0, then input 0
Z-Tests
Variable Variances:• Known population variance per variable
Z-Tests
Labels:• Check if first row/column has labels
Z-Tests
Alpha:• Enter test confidence level• Must be value from 0 to 1
Z-Tests
Output Options:• Output in existing worksheet, new
worksheet, or new workbook?
ANOVA
ANOVA
Input:• Range in workbook for variables
ANOVA
Grouped by:• Columns or rows?
ANOVA
Labels:• Check if first row/column has labels
ANOVA
Alpha:• Enter test confidence level• Must be value from 0 to 1
ANOVA
Output Options:• Output in existing worksheet, new
worksheet, or new workbook?
Regression
Regression
Input:• Range in workbook for variables
Regression
Labels:• Check if first row/column has labels
Regression
Confidence Level:• Check box to include additional level in
output
Regression
Constant is Zero:• Check box to force regression line to
pass through zero
Regression
Output Options:• Output in existing worksheet, new
worksheet, or new workbook?
Regression
Plot Options:• Check boxes to include additional plots in
output
Questions, SUCKA?
Synchronized Task #3
• Use sample workbook• Perform statistical tests• YOU get to choose which tests!
Discussion
• Any more questions? • Any complaints or comments?
Thanks, and have a great day, FOOL!