Excel Step By Step

Basic Tasks

Excel Environment

Getting Started

• Open a Workbook

• Save a Workbook

Moving Around in a Workbook

Select Worksheets

• Select (Left Click Tab)

• Tab scroll

• Shortcut Menu (Right Click tab)

Multiple Worksheets

• Group (Shift-Click)

• Ungroup (Shortcut Menu)

Moving Around in a Worksheet

• Arrow Keys

• CTRL+HOME

• Drag

• ENTER

• Double Click on Border

• Tips & Comments

Data Entry & Editing

• Freeze Panes

• AutoComplete

• Pick From List

• Click & Double Click

• Undo

• Redo

• AutoCorrect

Moving & Coping Cells

• Drag to Move

• Cut & Paste

• Copy & Paste

Moving & Coping Sheets

• Drag tab to Move

• CTRL Drag to copy

Simple Formulas

Form

• Data->Form

Setting up a Worksheet

Setting up a Workbook

• File Properties– Keyword for Search

• Worksheet Names

• Insert & Delete Worksheets

Building a Template

• Enter Labels

• Align Label Texts

• Center & Merge Cells

• Set Column Widths

• Insert->Comments

• Data->Validation

Printing

• Preview

Adding Graphics

• Right Click row header to insert

• Insert->Picture

• Format->Properties->Don’t Move

• Resize cells

Writing Formulas

Find File using Keyword

Formula Entry

• AutoFill

• Cell Names– Create Names with Nearby Labels

• Writing Formulas using Names

• Writing Formulas using Labels

• IF(C,T, F)

Formatting Worksheets

Formatting Cells

• Format Fonts

• Styles

• Borders

• Shading

• Page Margin

Formatting Numbers

• Custom Format

• View->Turn Off Zeros

File->Page Setup->Headers & Footers

• File->Save As->Template

Organizing & Summarizing Data

Consolidating Lists

Opening & Arranging Group of Files

Consolidating Data

• CRTL-Drag to Copy Sheets into Single Workbook

• Data->Consolidate

Format->Conditional Format

Automatic Data Collection

Filtering

Filtering to Display Related Records

• Data->AutoFilter

• Auto Calculate

Calculating Filtered Records

• SUBTOTAL

• SUMIF

Sorting & Subtotaling

• Data>Sort

• Data>Subtotal

Presenting Data

• Pivot Tables

• Trends

• Printing

Analyzing & Sharing Data

• Decision Making

• Workbook Sharing

• Office Integration