9 Saving, Closing and Opening Workbooks ...10 Saving a Workbook for the First Time ...10 Closing an Excel Workbook ...10 Opening a Recently Used Excel Workbook...11 Working with Numbers
Trang 1Microsoft Excel 2010
Unit 1 Training Manual
College of Lake County
Professional Development Center
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Microsoft Excel 2010
Unit 1 Table of Contents
Microsoft Excel 2010 Getting Started 3
Open Microsoft Excel 2010 3
Workbook Window 3
Look at the Areas of the Worksheet 4
Entering Information in Cells 7
Types of Data 7
Rows and Columns 7
Entering Text in a Workbook 8
Using the Keyboard to Move through the Worksheet 9
Navigating the Worksheet 9
Saving, Closing and Opening Workbooks 10
Saving a Workbook for the First Time 10
Closing an Excel Workbook 10
Opening a Recently Used Excel Workbook 11
Working with Numbers and Formulas 12
Creating Formulas 12
Auto Calculating with Excel 12
Creating Formulas 13
Using AutoSum 14
Selecting and Formatting Cells 16
Format Text 16
Merge and Center Text 17
Selecting and Formatting Numbers 17
Using the Save As Command 18
Adjusting Column Widths and Row Heights 19
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AutoFit a Single Column Width 19
Change Columns to a Narrow Width 19
AutoFit Multiple Column Widths 19
Single Row Height Adjustment 20
Multiple Row Height Adjustment 20
Wrap Text in a Column 20
AutoFit Multiple Rows 20
Remove Wrap Text in a Column 21
Enter a Line Break to Wrap Text Easier 21
Using AutoComplete and AutoCorrect 21
Editing Cells 22
Edit Data in the Formula Bar 22
Edit Data Directly in the Cell 22
Overwrite Existing Data in Cells 22
Inserting Columns and Rows 23
Inserting a Column 23
Inserting a Row 24
Deleting a Column 25
Deleting a Row 25
The Cut Command 26
Move the Tax Rate 26
Delete the Tax and Total Rows 26
Move a Column 27
The Copy Command 28
Copy the Tax Rate 28
Creating a Total with Tax Formula 28
Spell Check a Workbook 29
Worksheet Wrap-Up 30
Preview and Print a Workbook 30
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Microsoft Excel 2010 Getting Started
Excel is a spreadsheet application used to create and work with a variety of financial and logical functions The strength of Excel is its ability to perform calculations Use Excel to create simple worksheets and charts or elaborate financial statements The major reason Excel is so popular
is the ability to ask, “What if” questions
A spreadsheet application is the electronic equivalent of an accountant’s ledger However, there are several advantages to using an electronic spreadsheet Workbooks can be saved and later retrieved for review and editing To further enhance the workbook, add pictures, or create charts to illustrate the data, change the appearance of numbers and text, and combine multiple worksheets within one workbook file Adding color and highlighting key information in an individual cell can enhance the worksheet as well
Open Microsoft Excel 2010
To get started using the Microsoft Excel 2010 program:
1 Click the Start button in the lower-left corner of the task bar
2 Click Programs
3 Click on Microsoft Office
4 Click on Microsoft Excel 2010
Workbook
Window
The Excel workbook
file contains a
worksheet window,
which has several
elements similar to
the document window
in other applications,
as well as some
elements unique to
Excel The main
elements of the Excel
worksheet are the
Quick Access toolbar,
the tabs, the title bar,
the tabs; the tabs
with corresponding
ribbons; the formula
bar; current/active
cell area; mouse pointer; and the worksheet activator/scroll bars
Quick Access toolbar
Tabs
Title bar
Cell Name box Formula bar Ribbon
Sheet tabs
Scroll bars
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Look at the Areas of the Worksheet
1 Worksheets are a grid designed with columns and rows The intersection of a column
and row is called a cell
At the bottom left side of the screen are three tabs labeled Sheet 1, Sheet 2 and
Sheet 3 Sheet 1 is the default active sheet Sheets can be used as desired to organize your work, named and color coded Also, sheets can be added, renamed and deleted
2 Title Bar – Contains the application name, the file name and the minimize,
maximize/restore, and close buttons for the Excel window
3 Quick Access Toolbar – The Quick Access toolbar contains commonly used buttons
that provide quick access to Excel features The default buttons are Save, Undo and Redo The Quick Access toolbar can be customized to include additional buttons for functions you would like to have available all of the time
4 Tabs and Corresponding Ribbons – There are eight primary tabs and corresponding
ribbons This feature was introduced in Office 2007
The Home tab contains a ribbon with the most commonly used functions in Excel, such
as copy, paste, bold, left align, etc The File tab was added for Office 2010
Each tab provides access to different ribbons in Excel The ribbons contain groups of functions corresponding to the tab name For example, on the Home ribbon above, the following groups appear:
• Clipboard • Styles
• Font • Cells
• Alignment • Editing
• Number
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5 Dialog Box Launchers – At the bottom
of some groups, there is a dialog box
launcher Dialog box launchers are used to open windows, which allow you to perform various functions For example, on the
Home tab, in the Font group, there is a
dialog box launcher Clicking on the Font
dialog box launcher will open the Format
Cells window seen to the right
6 Current/Active Cell (Name Box) – The active cell address displays to the left of the
Formula Bar There is also a black outline surrounding the active cell For example, in the example to the right A1 is the active cell
7 Formula Bar – As information is entered in a cell, the contents are displayed in the
area next to the cell address The results of the cell entry are displayed in each
individual cell upon acceptance of the information For example, in the image below,
the formula =B3+C3 displays in the formula This formula has been entered into cell
A1, as indicated in the Name Box
8 Mouse Pointer – The mouse pointer can become different shapes, depending on the
pointer’s location on the cell The default mouse pointer is a white plus sign
9 Scroll Bars – Scroll bars are used to display different portions of the worksheet in the
worksheet window At the right edge of the worksheet window is a vertical scroll bar, at the bottom of the worksheet window is a horizontal scroll bar On both scroll bars, the scroll box indicates the current location in the worksheet This is used to display cells that are not visible in the window
10 Columns go from top to bottom on the worksheet, vertically Each column has an
alphabetical heading at the top The first 26 columns have the letters from A through Z Each worksheet contains 16,384 columns in all (This number has increased significantly over earlier versions of Excel, which had 256 columns.) After Z, the letters begin again
in pairs, AA through AZ After AZ, the letter pairs start again with columns BA through
BZ, and so on, continuing through ZZ After ZZ the columns begin with AAA, AAB ABA, ABB, and so on
Name Box
Formula Bar
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11 Rows go from left to right on the worksheet, horizontally Each row also has a heading
Row headings are numbers, from 1 through 1,048,576 (This number has increased significantly over earlier versions of Excel, which had 65,536 rows.)
12 Cells are the space where one column and one row meet The alphabetical headings
on the columns and the numerical headings on the rows give the cell location or cell
reference within the worksheet For example, the first cell in the worksheet is A1
There are 17,179,869,184 cells to work in on each worksheet To make a cell Active,
just move the mouse and click in the cell
13 Name Box is located right under the active ribbon and to the left of the Formula Bar
In the picture below, A1 appears in the box Cell A1 is also surrounded by a border to indicate that this is the active cell and the current location where new data will be
entered or existing data will be edited Cells can be assigned custom names as well, thereby further defining the information stored there When this is done, the name appears in the name box instead of the cell address
Name Box
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Entering Information in Cells
Types of Data
Worksheets display data Data can consist of text, numbers, dates, times, formulas, pictures and functions Numbers can be used to create formulas or numbers can be entered as digits
Cells: Text is defined as data that does not require calculation Text is any
combination of numbers, spaces, and non-numeric characters For example, 10AA109, 6 Main Street, 12/12/1963, 12-976, (847) 208-4675, 300-40-3298 All text is left aligned in a cell by default Text can be word wrapped in a cell either by using the Wrap Text tool on the Home tab, by clicking Alt+Enter as the text is being entered or by using the Alignment launcher on the Home tab
Numbers: A number can contain only the following characters: 0 1 2 3 4 5 6 7 8 9 + - ( )
, / $ % Numbers are automatically right aligned
Formulas: All formulas, calculations and functions need to be preceded with an = (equal)
sign This is how Excel differentiates between text, numbers and formulas
Entering
Fractions: To avoid entering a fraction as a date, precede fractions with a 0 (zero); for example, type 0 ½ to display ½
Entering
Dates: Use a slash or a hyphen to separate the parts of the date; for example, type 9/5/2015 or 5-Sep-2015 The function =TODAY() will automatically update a
date when a workbook is opened Dates can be entered in a number of different formats
Entering
Time: To base time on the 12-hour clock, type a space and then a or p after the time; for example, 9:00 p Otherwise, the time is entered as AM
Rows and Columns
Entering
Rows of
data:
To enter data in rows, activate the first cell to receive data After the data has been typed, press the Enter key to move to the cell underneath in the next row Continue pressing Enter after each entry until all information for that column has been entered Arrow keys can also be used to navigate through a spreadsheet
Entering
Columns of
data:
To enter data in columns, activate the first cell to receive data After the data has been typed, press the Tab key to move to the cell at the right for the next column Continue pressing Tab after each entry until all information for that row has been entered Arrow keys can also be used to navigate through a spreadsheet
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Entering Text in a Workbook
The workbook pictured to the right is the
finished product that will be created in class
This workbook requires both text and numbers
Numbers will be added and multiplied There
will be formatting changes to both text and
numbers
1 Cell A1 is automatically active when a
new workbook is opened
2 Type Annual Employee Picnic in cell
A1
The default format will be displayed for
text which is left aligned, Calibri font and
11 points in size This will be adjusted
after all data has been entered
3 Click cell A3
4 Type Quantity and press Tab Use the right arrow key after typing an entry to move
to the next cell to the right
5 Type Item in cell B3 and press the right arrow key
6 Type Price in cell C3 and press Tab
7 Type Cost in cell D3 and press Tab
8 Click cell A4
9 Type 50 and press Enter or press the down arrow key
10 Continue to type the data for column A
11 Click cell B4
12 Type Prg Hotdogs and press Enter or press the down arrow key
Note: There are several misspellings in this column Type the data as shown –
Spell Check will be used to correct these errors
13 In column B, type the Items as shown above until all the data is entered for column B
Note: The data typed in column B will overlap into column C; don’t worry about this
14 Click cell C4
15 Type 1.89 and press Enter or press the down arrow key
Note: Do not enter dollar signs ($) or decimal points; these cells will be formatted for
currency later, which will also force all numbers to display two decimal points Also, data in column B will appear to have been cut off The data is still there and this, too, will be corrected
16 In column C, type the Prices as shown above until all the data is entered for column C
17 Do not enter any of the values in column C Formulas will be used to create these amounts
2
15
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Using the Keyboard to Move through the Worksheet
Keyboard Movement Chart Key(s) Movement
Tab Moves active cell to the right
Shift + Tab Moves active cell to the left
Ctrl + left arrow Moves active cell to the first column in the row
Ctrl + right arrow Moves active cell to the last column in the row that contains data Home Moves active cell to the first column in the row
Ctrl + up arrow Moves active cell to the first row in the column that contains data Ctrl + down arrow Moves active cell to the last row in the column that contains data Page Up Scrolls worksheet up one screen at a time
Page Down Scrolls worksheet down one screen at a time
Ctrl + Page Up Moves to previous worksheet
Ctrl + Page Down Moves to next worksheet
Ctrl + Home Moves to cell A1
Ctrl + End Moves to the last cell within the data
Navigating the Worksheet
1 Use the chart above to activate cells on the worksheet
2 Press the Home key The cursor is now in the first column of the active row
3 Press Ctrl + Home The active cell is now cell A1
4 Press Ctrl + End The active cell is now the last cell of the worksheet
5 Continue to move around the worksheet to practice key movements
Formatting Cells as Currency
1 Select cells C4 through D11
2 Click the Accounting Number Format button in the Number group on the Home
tab
3 The values in cells C4 through D11 should now display with dollar signs and two decimal places, the default setting
AutoFit a Single Column Width
1 Position the cursor on the vertical line between the headers
for columns B and C as shown to the right A double-headed
arrow will appear
2 Drag to the right to resize the column or double-click to fit
the data to display the longest entry in the column All items
in column B will now be visible