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Excel Basics

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Getting Started

Excel Icon

First, let’s become familiar with Excel. To open the program you can single-click on the icon in your computer’s dock.

When you open Excel, you will notice that the top bar on your computer will change. This is your menu bar, home to the various menus you may use to navigate Excel. The most important menus are Excel (home of the command Quit Excel), File (home of the

If you are not sure what a button does, hover your mouse over it; a tip will appear.

#1#2#3#4

Below the menu bar, at the top of the blank page, is the standard bar. Here, you can see the title of the workbook (#1), the save button (#2), and the open button (#3). This is also where you can find the close (red), minimize (yellow), and maximize (green)

The ribbon gives you quick access to available tools.

Section Notes














The ribbon gives you quick access to available tools.The ribbon gives you quick access to available tools.The ribbon gives you quick access to available tools.The ribbon gives you quick access to available tools.The ribbon gives you quick access to available tools.The ribbon gives you quick access to available tools.The ribbon gives you quick access to available tools.The ribbon gives you quick access to available tools.The ribbon gives you quick access to available tools.The ribbon gives you quick access to available tools.The ribbon gives you quick access to available tools.The ribbon gives you quick access to available tools.The ribbon gives you quick access to available tools.

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If you are not prompted upon opening Excel to choose a type of document, or if you’re in a document and would like to open a new template, you may do so by clicking the File menu,

Templates

In the Excel Workbook Gallery, you can navigate through the different types of templates using the index on the left (#1). In the next pane over, you can navigate through the available templates for that type (#2). Once you have selected a template by clicking on it, in the far-right pane, you will see a preview, including all sheets (if there are multiples associated with that template).

Section Notes

#2The workbook to the right has

In Word you worked in Documents, but in Excel, you work in workbooks.

Each workbook is composed of different sheets, and each sheet is composed of multiple cells.

Workbooks

#1

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The workbook to the right has

To insert a new column or row, simply right-click the column or row that you want to insert before and choose Insert (i.e., to create a new column between A and B, right-click B then choose Insert).

To delete a column or row, right-click the column or row

To add a sheet to your workbook, click the + tab

To delete a sheet from your workbook, right click the sheet name, and select Delete.

To change the properties of a sheet, right click the sheet’s tab.

You can rename the sheet, copy the sheet, and even give it a unique Tab Color.

Section Notes

Formatting Workbooks

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To select all cells on a sheet, click the button left of column A and above row 1 (highlighted right).

In the above example, I first clicked the cell A1, then holding down my Shift key, I clicked on C3.

Formatting sheets and cells is made easier by being able to select more than one cell at a time.

To select a group of cells, click the upper-left-most cell you want included in the group. Hold down the Shift key on your keyboard, and click the bottom-right-most cell in the group.

Some formatting options are available on the Home ribbon. These options include Font, Alignment, Number types (above); and cell formatting (right).

You can also access the Format Cells menu by right-clicking a cell and selecting Format Cells.

Note: If you have multiple cells selected, you can right-click any of the selected cells to access the menu, and the formatting changes will affect all of

The Format Cells menu consists of six areas: Number formatting, Alignment, Font, Border, Fill,

To change the width of a column, drag the column’s right border (next to the column name) left or right.

To change the length of a row, drag the row’s bottom border (under the row name) up or down.














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The Format Cells menu consists of six areas: Number formatting, Alignment, Font, Border, Fill,

The Number area refers to any numbers in the cell(s) selected for formatting. For example, if your selected cells contain dates, you would want to choose Date, as it would keep all of the The Alignment area refers to the alignment of text in a cell.

Here, you also have the options to wrap text in the cell (see example #1) and shrink text to fit

Example #1Example #2

To merge the cells into one long cell, I select the three cells I want to merge: A1, B1, and C1 (see example left).

Cell merging is a nifty tool that can make a workbook look cool. In the example on the right, I want to give my three columns one single heading, My Lucky Numbers. While the text does spill out of cell A1 into B1, it still does not cover the three columns I want it to.

Merging Cells

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The Number area refers to any numbers in the cell(s) selected for formatting. For example, if your selected cells contain dates, you would want to choose Date, as it would keep all of the













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The Font area is similar to Word. Here, you can change the font for the text within the selected

Borders give workbooks a sense of organization. You can give individual cells borders, or you can add a border to a group of



























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In the Fill area, you can change the interior color of cells.

The Protection area lets you lock or hide cells. Locking or hiding cells can help the workbook’s integrity if

Section Notes



























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Section Notes

Basic Formulas

To the right, you can see that, after selecting the three cells and clicking the AutoSum button, a new cell appears below my selected cells with

On the standard bar is the AutoSum button. By clicking on the epsilon (highlighted above), Excel will automatically add the values of the selected cells. If you click the down arrow next to the epsilon, you can pick what operation you would like AutoSum

Excel has the ability to perform mathematical equations within the workbook, and because the formulas created in a workbook use the data from the cells, the formula’s product can change if the data in the cells used in the formula change.

The most basic formula feature is AutoSum, which will perform the basic mathematical

There are different elements that comprise a successful formula. Below is a breakdown of the parts of a formula Excel training website)

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A basic formula is a sum of many cells. To the left, we can see that the formula for cell D1 is for a sum of cells A1 through C1.

A more complicated formula is shown to the right. Here, Excel will first subtract the value of E2 from the value of E1, then add the total of that first operation to the value of

The following charts, found on the Microsoft Excel training website, are helpful companions to formula writing.



























The following charts, found on the Microsoft Excel training website, are helpful companions to formula writing.The following charts, found on the Microsoft Excel training website, are helpful companions to formula writing.The following charts, found on the Microsoft Excel training website, are helpful companions to formula writing.The following charts, found on the Microsoft Excel training website, are helpful companions to formula writing.The following charts, found on the Microsoft Excel training website, are helpful companions to formula writing.The following charts, found on the Microsoft Excel training website, are helpful companions to formula writing.The following charts, found on the Microsoft Excel training website, are helpful companions to formula writing.The following charts, found on the Microsoft Excel training website, are helpful companions to formula writing.The following charts, found on the Microsoft Excel training website, are helpful companions to formula writing.The following charts, found on the Microsoft Excel training website, are helpful companions to formula writing.The following charts, found on the Microsoft Excel training website, are helpful companions to formula writing.The following charts, found on the Microsoft Excel training website, are helpful companions to formula writing.The following charts, found on the Microsoft Excel training website, are helpful companions to formula writing.

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Section Notes

Charts are a great way to present data, and Excel makes it easy to create charts within your workbook.

First, select the data you would like to appear in the chart (including the headers for your columns and rows).

Next, select the Charts ribbon. Here, decide what type of chart you want to

Charts

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As mentioned on the previous page, there are many choices within each type of chart. By clicking on the Column type, I see that I can choose from 2-D, 3-D, Cylinder, Cone, and Pyramid column charts, with multiple choices in each category.

Once you decide which chart will best represent your data, click the chart to select it. Excel will automatically plot the data contained in the selected cells and produce a chart (see

Section Notes



























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My Excel Notes

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