Contents…
EXCEL 2010
1
2
ISBN 978-0-9967-1763-2
Copyright © 2014 M. Kalmanowitz
LNM Publishing, Lakewood, NJ 08701
ALL RIGHTS RESERVED. This publication is protected by copyright. No part of this
publication may be adapted, reproduced, stored in a retrieval system, or transmitted in
any form or by any means, electronic, mechanical, photocopying, recording, or
otherwise, without prior written permission from the author.
For product information or orders please contact LNM Publishing at 732.806.1725
Contents…
EXCEL 2010
3
CHAPTER 1 EXCEL BASICS
INTRODUCTION .......................................... 8
EXERCISE 1 ................................................. 9 C H A N G E A C T I V E C E L L . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C H A N G E B E T W E E N W O R K SH E E T S . . . . . . . . . . . . . . . . V I E W / H I D E D I F F E R E N T E L E M E N T S O N T HE
S C R E E N . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Z O O M
EXERCISE 2 ............................................... 12 E N T E R L A B E L S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M A K E C O R R E C T I ON S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . UN D O / R E D O . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C L E A R / D E L E T E C E L L C ON TE N T S . . . . . . . . . . . . . . . . . .
EXERCISE 3 ............................................... 15 VA L U E S & N U M E R I C L A B E L S . . . . . . . . . . . . . . . . . . . . . . . F R A C T I O N S & M I X E D N U M B E R S . . . . . . . . . . . . . . . . . . . DA T E S
EXERCISE 4 ............................................... 18 C O L U M N W I D T H /R O W H E I G H T . . . . . . . . . . . . . . . . . . . . DA T A A L I G N M E N T . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M E R G E A N D C E N TE R . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EXERCISE 5 ............................................... 21 A U T O C O M P L E T E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P I C K F R O M L I S T . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A U T O C O R R E C T . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SP E L L I N G . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EXERCISE 6 ............................................... 24 A U T O F I L L . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C R E A T E S E RI E S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C O P Y C E L L S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C O P Y F O R M A T T I N G . . . . . . . . . . . . . . . . . . . . . . . . . .
MAS TE R IT! 1 .. . . . . . . . . . . . . . . . . . . . . . . . . . 27 MAS TE R IT! 2 .. . . . . . . . . . . . . . . . . . . . . . . . . . 28 MAS TE R IT! 3 .. . . . . . . . . . . . . . . . . . . . . . . . . . 29
CHAPTER 2 FORMULAS &
FUNCTIONS
EXERCISE 7............................................... 32 PR I N T I N G . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P R I N T P R E V I E W . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P A G E B R E A K P R E V I E W . . . . . . . . . . . . . . . . . . . . P R I N T S E L E C T I O N . . . . . . . . . . . . . . . . . . . . . . . . . . . S C A L E T O F I T
EXERCISE 8............................................... 35 H E A D E R A N D F O O T E R . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P A G E L A Y O U T V I E W . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P A G E S E T U P . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P R I N T T I T L E S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EXERCISE 9............................................... 38 F O R M U L A S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P R I N T F O R M U L A S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EXERCISE 10 ............................................ 41 C O P Y I N G F O R M U L A S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . R E L A T I V E R E F E R E N CE . . . . . . . . . . . . . . . . . . . . A B S O L U T E R E F E R E N CE . . . . . . . . . . . . . . . . . . . . M I X E D R E F E R E NC E . . . . . . . . . . . . . . . . . . . . . . . . .
EXERCISE 11 ............................................ 44 R A N G E S : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S E L E C T I N G . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . N A M I N G . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Contents…
EXCEL 2010
EXERCISE 12 ............................................ 47 C O M M O N F U N C T I O N S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SU M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A V E R A G E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C O U N T . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C O U N T A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M A X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M I N . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . R O U N D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EXERCISE 13 ............................................ 50 A U T O S U M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A U T O C A L C U L A T E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
MAS TE R IT! 4 .. . . . . . . . . . . . . . . . . . . . . . . . . . . 52 MAS TE R IT! 5 .. . . . . . . . . . . . . . . . . . . . . . . . . . . 53 MAS TE R IT! 6 .. . . . . . . . . . . . . . . . . . . . . . . . . . . 54 MAS TE R IT! 7 .. . . . . . . . . . . . . . . . . . . . . . . . . . . 55
CHAPTER 3 FORMATTING
TECHNIQUES
EXERCISE 14 ............................................ 58 F O N T F O R M A T S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F I L L TH E M E S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C E L L ST Y L E S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EXERCISE 15 ............................................ 61 N U M B E R F O R M A T S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A C C O U N T I N G . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P E R C E N T . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C O M M A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D E C I M A L ( I N C R E A S E / D E C RE A S E . ) . . . C U S T O M N U M B E R F O R M A T S . . . . . . . . . . . .
EXERCISE 16 ............................................ 64 C O P Y A N D C L E A R F O R M A T S . . . . . . . . . . . . . . . . . . . . . . . . .
MAS TE R IT! 8 .. . . . . . . . . . . . . . . . . . . . . . . . . . . 67
CHAPTER 4 MANAGING
WORKSHEETS
EXERCISE 17 ............................................ 70 M A N I P U L A T I N G W O R K S H E E T . . . . . . . . . . . . . . . . . . . . . . I N S E R T . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D E L E T E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C O P Y . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M O V E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . R E N A ME . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C H A N G E C O L O R . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H I D E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G R O U P . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EXERCISE 18 ............................................ 73 IN S E R T / D E L E T E C E L L S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I N S E R T / D E L E T E C O L U M N S/ R O W . . . . . . . . . . . . . . . . . M O V I N G D A T A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EXERCISE 19 ............................................ 76 H I D E D A T A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C U S T O M V I E W S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EXERCISE 20 ............................................ 79 C O P Y A N D P A S T E S P E C I A L . . . . . . . . . . . . . . . . . . . . . . . . . . . T R A N S P O S E D A T A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EXERCISE 21 ............................................ 82 C O M B I N E D A T A W I T H C O P Y A N D P A S T E
S P E C I A L . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
MAS TE R IT! 9 .. . . . . . . . . . . . . . . . . . . . . . . . . . 85 MAS TE R IT! 10 .. . . . . . . . . . . . . . . . . . . . . . . . 87
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Contents…
EXCEL 2010
CHAPTER 5 IMPORTING ,
EXPORTING AND DISTRIBUTING
DATA
EXERCISE 22 ............................................ 90 C O N V E R T T E X T T O C O L U M N . . . . . . . . . . . . . . . . . . . . . . . . .
EXERCISE 23 ............................................ 94 IM P O R T T E X T F I L E S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EXERCISE 24 ............................................ 97 L I N K A N D E M B E D E X C E L D A T A . . . . . . . . . . . . . . . . . . . . . P A S T E A P I C T U R E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EXERCISE 25 ......................................... 100 F R E E Z E L A B E L S W H I L E S C RO L L I N G . . . . . . . . . . . . . . SP L I T A W O R K S H E E T I N T O P A N E S . . . . . . . . . . . . . . . . DU P L I C A T E W O R K B O O K W I N D O W . . . . . . . . . . . . . . . . . SA V I N G A W O R K S P A C E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EXERCISE 26 ......................................... 103 DR A G A N D D R O P B E T W E E N
W O R K B O O K S / W O R K S H E E T S . . . . . . . . . . . . . . . . . . . . . . . . . L I N K W O R K B O O K S / W O R K S H E E T S . . . . . . . . . . . . . . . . .
EXERCISE 27 ......................................... 106 3D F O R M U L A S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
MAS TE R IT! 11 .. . . . . . . . . . . . . . . . . . . . . . 109 MAS TE R IT! 12 .. . . . . . . . . . . . . . . . . . . . . . 111 MAS TE R IT! 13 .. . . . . . . . . . . . . . . . . . . . . . 112
CHAPTER 6 ADVANCED
FUNCTIONS
EXERCISE 28 ......................................... 114 F U N C T I O N S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EXERCISE 29 ......................................... 117 IF F U N C T I O N . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EXERCISE 30 ......................................... 120 N E S T E D IF F U N C T I O N . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EXERCISE 31 ......................................... 123 C O U N T IF F U N C T I O N . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SU M IF F U N C T I O N . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C O U N T IF S F U N C T I O N . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SU M IF S F U N C T I O N . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EXERCISE 32 ......................................... 126 C O N D I T I O N A L F O R M A T T ING . . . . . . . . . . . . . . . . . . . . . . .
MAS TE R IT! 14 .. . . . . . . . . . . . . . . . . . . . . . 129
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Contents…
EXCEL 2010
CHAPTER 7 MORE ADVANCED
FUNCTIONS & DATA ANALYSIS
EXERCISE 33 ......................................... 132 PM T F U N C T I O N . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FV F U N C T I O N . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EXERCISE 34 ......................................... 135 G O A L S E E K . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EXERCISE 35 ......................................... 138 VL O O K U P F U N C T I O N . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . HL O O K U P F U N C T I O N . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EXERCISE 36 ......................................... 141 L O C K/ U N L O C K C E L L S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P R O T E C T A R AN G E / W O R K SH E E T / W O R K B O O K
EXERCISE 37 ......................................... 144 F O R M U L A A U D I T I N G . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F O R M U L A E R R O R C HE C K I N G . . . . . . . . . . . . . . . . . . . . . . . .
MAS TE R IT! 15 .. . . . . . . . . . . . . . . . . . . . . . 147 MAS TE R IT! 16 .. . . . . . . . . . . . . . . . . . . . . . 148
Chapter 1
Excel Basics
EXERCISE 1
Change active cell
Change between worksheets
View/hide different elements
on the screen
Zoom
EXERCISE 2
Enter labels
Make corrections
Undo/redo
Clear/delete cell contents
EXERCISE 3
Values & Numeric Labels
Fractions & Mixed numbers
Dates
EXERCISE 4
Column width/Row height
Data alignment
Merge and center
EXERCISE 5
Autocomplete
Pick from List
Autocorrect
Spelling
EXERCISE 6
Autofill
Create series
Copy cells
Copy formatting
COMMANDS RIBBON / GROUP BUTTON SHORTCUT
Align text left, center, right Home / Alignment
Align top, center, bottom Home / Alignment
Clear cell contents Home / Editing
Go to Home / Editing
Ctrl + G
Merge and center Home / Alignment
Spell check Review / Proofing
View/ hide screen elements View / Show
8
EXCEL WINDOW
Introduction
Quick Access
Toolbar
Formula bar
Sheet tabs
Status bar
View
buttons
Zoom slider
Column headings
Tab
scrolling
buttons
Horizontal
scroll bar
Help
Name box
Ribbon tabs
Vertical
scroll bar
Row headings
Ribbon
Group
Active Cell
Exercise 1
CHANGE ACTIVE CELL ZOOM
CHANGE BETWEEN
WORKSHEETS VI EW/H ID E DI F FER ENT
EL E ME NT S ON TH E S CRE EN
9
TERMS
Active cell: The cell that contains the cell pointer.
Cell: The intersection of a column and row on a
worksheet. Each box is a cell for data to be entered
into.
Cell pointer: A dark outline around the active cell.
Cell reference/cell address: The location of the cell
on the worksheet identified by the column letter
and row number {i.e. B12}
Column heading: The letter for each column used to
identify the cell address.
Formula bar: The bar that provides information
about the active cell. As you enter information into
a cell it simultaneously appears in the formula bar.
Name box: The box that displays the cell reference
of the active cell.
Row heading: The number for each row used to
identify the cell address.
Sheet tabs: The tabs that tell us the name of the
worksheet and allows us to switch between
worksheets - on the bottom left of the window.
Workbook: A file created in Excel.
Worksheet: The sheets of paper in a workbook.
The work area for entering data; made up of
columns and rows.
APPLICATION
1. List 5 ways to go to a specific cell.
_______________________________________________________________________________________________
2. Which ribbon do you use to hide/view the different window elements?
_______________________________________________________________________________________________
NOTES
10
Chapter 1 Exercise 1
Excel 2010
PRACTICE IT!
1. Follow these steps to start Excel from the taskbar:
a. Click Start.
b. Select All Programs, Microsoft Office, and then Microsoft Office Excel 2010.
2. Move the active cell pointer using the keyboard:
a. Press the right arrow key four times until cell E1 is highlighted.
i. Type your name.
b. Press the down arrow key four times until cell E5 is highlighted.
i. Type your class.
View the cell reference in the name box.
3. Click cell H9 to make it the active cell.
View the cell reference in the name box.
4. Press F5 to activate the Go To command.
5. In the reference text box, type T98.
6. Click OK.
The active cell changes to T98.
7. Click in the name box to change the active cell to the following, pressing Enter after each new cell address:
a. B1492 (row 1492, column B).
b. XFD1048576 (bottom right of worksheet).
8. Press Ctrl+Home to move to cell A1.
a. Type in the cell: XL01.
9. Display sheet 2.
10. Click cell D4.
11. Point to the horizontal scroll bar and click the right scroll arrow.
The worksheet moves right by one column but the active cell does not change.
12. Redisplay Sheet1.
The active cell for Sheet1 remains the same (A1). It did not change even as you changed the active cell on Sheet2.
13. Hide the formula bar.
14. Change to Page Layout view.
15. Return to Normal view.
16. Restore the formula bar.
17. Zoom to 150%.
18. Save the file as XL01_xx.
NOTE: every time it says to save as _xx do not type xx – instead, replace xx with your initials.
19. Print & close.
11
Chapter 1 Exercise 1
Excel 2010
REVIEW IT!
1. Start Excel.
2. Move the pointer to cell H8 using the arrow keys. Type RV01.
3. Change to Sheet3.
4. Using Go To, move the active cell to the following:
a. Q201
b. C96
c. HHH1000
5. Change back to Sheet1.
6. Using the Name box, move the active cell to the following:
a. G6 and type your first name.
b. B40 and type your last name.
c. ZA671
7. Using Go To move the active cell back to C96.
8. Zoom to 75%.
9. Using the mouse, move the active cell to the following:
a. R10
b. K21
c. F32 type your class name.
10. Hide the gridlines.
11. Change to Full Screen view.
12. Return to Normal view by pressing Esc.
13. Redisplay the gridlines.
14. Save the file as RV01_xx. Remember: Replace xx with your initials.
15. Print & close.
Exercise 2
ENTER LABELS UNDO / REDO
MAKE CORRECTIONS CLEAR / D EL ET E C EL L
CONT EN TS
12
TERMS
Default: The standard preprogrammed settings. Labels: A text entry in a cell.
APPLICATION
1. What are different ways to finalize a cell entry?
____________________________________________________________________________________________
2. How do you enable cell editing?
____________________________________________________________________________________________
3. How are labels, by default, aligned in a cell?
____________________________________________________________________________________________
4. What happens if a label is longer than the cell?
____________________________________________________________________________________________
5. What‟s the difference between deleting cell contents and canceling an entry?
____________________________________________________________________________________________
6. How do you insert a line break in a cell?
____________________________________________________________________________________________
7. What are row labels and column labels?
____________________________________________________________________________________________
NOTES
13
Chapter 1 Exercise 2
Excel 2010
PRACTICE IT!
1. Start Excel, if necessary.
2. Start a new blank workbook.
3. Put your name in A1 and exercise name in A2.
4. Save the file as XL02_xx. (Replace xx with your initials.)
5. Go to cell C2. Begin typing, Appliance Services but do not finalize the entry.
6. Cancel the entry.
The Cancel button is located to the left of the formula bar.
7. Instead, enter Appliance Services in cell A4.
8. In cell B6 begin typing Customers serviced, but before you press enter, use backspace to correct the entry so that it reads Customers received service.
9. In cell A9 type Dryer and press enter.
10. Click in cell A9 and replace its contents by typing Washer/dryer.
11. In column A, type the rest of the entries, exactly as follows:
a. Cell A10: Refrigerater
b. Cell A11: Freezer
c. Cell A12: Air conditionor
d. Cell A13: Heating system
e. Cell A14: Oven
12. Make cell A15 active. Click in the formula bar and type Totals.
13. You misspelled two of the entries. Enable cell editing to correct them:
a. Cell A10: Refrigerator
b. Cell A12: Air conditioner
14. Enable cell editing to correct the entry in cell A4 so that it reads Appliance Repair Services
15. Use the Clear Contents command to clear cell A14.
16. Enter the column labels for row 8 as shown in Illustration A.
a. Correct any errors using the method you choose.
b. Insert a line break in order for Toms River to go on 2 lines.
17. 5 people had their washer/dryer serviced in Lakewood. Enter 5 into cell B9.
Notice that some labels in column A extend into column B. As long as column B is empty you see the entire entry. But once you enter data into column B the labels are cut off.
a. Undo the last action.
18. Print your worksheet.
19. Close the file, saving all changes.
Illustration A
14
Chapter 1 Exercise 2
Excel 2010
REVIEW IT!
1. Start Excel, if necessary.
2. Start a new blank workbook.
3. Put your name in A1 and exercise name in A2.
4. Save the file as RV02_xx. (Replace xx with your initials.)
5. Create a worksheet to track cookie sales for your grade; you will be setting it up in a table format, but will not include any specific order information yet:
a. Enter a title for the worksheet.
b. Enter column labels for each cookie type. (i.e.: chocolate chip, oatmeal, etc.) Enter at least 5 cookie types.
c. Enter row labels for each person in your grade who has placed an order. Enter at least 6 names.
6. Print your worksheet.
7. Close the file, saving all changes.
Exercise 3
VALUES AND NUMERIC
LABELS
DATES
FRACTIONS AND MIXED
NUMBERS
15
TERMS
Value: A number entry in a cell.
Numeric label: A number treated as a label with no
value significance and will not be used in a
calculation.
Label prefix: An apostrophe {„} used to indicate
that a number is a label and not a value.
APPLICATION
1. When would you make a number into a numeric label?
_____________________________________________________________________________________________
2. How do you make a number into a numeric label?
____________________________________________________________________________________________
3. How do you enter a fraction into a cell? What about a mixed number?
____________________________________________________________________________________________
4. What are two examples of correct formats to use when entering dates?
____________________________________________________________________________________________
5. What‟s the shortcut for today‟s date?
____________________________________________________________________________________________
NOTES
16
Chapter 1 Exercise 3
Excel 2010
PRACTICE IT!
1. Start Excel, if necessary.
2. Open XL03_xx.
3. Save the file as XL03_xx. (Replace xx with your initials.)
4. Put your name in F11 and exercise name in F12.
5. Click cell B12 and enter the phone number 288-0217.
6. Complete the section under the word Invoice as shown in Illustration A.
a. Type today’s date in cell F3.
Make sure the invoice and the member numbers are entered as a numeric label, and that you instruct Excel to ignore the error.
b. Enter the invoice number in cell F4.
c. Replace Customer ID with Member #.
d. In cell F5, type the member number 77894.
e. Enter a due date in cell F15 that is next month, same day as today. (Do not use the date that is in the illustration.)
Use the format, mm/dd/yy to enter the due date.
7. Enter the Qty, Size, & Unit Price values for the order from Hoji, as shown in Illustration A.
The total for each item and the total invoice amount is computed automatically. Do not touch the Line Total column!!!
Do not type $ symbols. You will learn about them in Chapter 3. Ignore all cell alignments that were customized for this invoice.
8. In cell C41 enter 1/2. (This should be entered as a fraction and not as a date!)
9. In cell D41 enter paid.
10. Print. Close the workbook, saving all changes.
Illu
stra
tion
A
17
Chapter 1 Exercise 3
Excel 2010
REVIEW IT!
1. Start Excel, if necessary.
2. Start a new blank workbook and save it as RV03_xx. (Replace xx with your initials.)
3. Put your name in A1 and exercise name in A2.
Create a worksheet to track the orders for new little league uniforms for the team you coach.
4. Type a title for your report in cell B3.
5. Enter the following labels as column labels starting in Column B (all on same row):
a. ID Number
b. Name
c. Address
d. City
e. ZIP Code
f. Uniform Size
g. Cap Size
h. Deposit
6. In the rows below the column labels enter data for at least 4 orders.
a. Make sure you enter the ID Number & ZIP Code as a label.
b. Enter uniform and cap sizes that use fractions.
c. Enter an amount for the deposit.
7. Print the worksheet.
8. Close the workbook, saving all changes.
Exercise 4 DATA ALIGNMENT
MERGE AND CENTER
COLUMN WIDTH / ROW HEIGHT
18
TERMS
Cell Orientation: The slant of text in a cell.
APPLICATION
1. Why do ####### display in a cell?
____________________________________________________________________________________________
2. How do you fix this error?
____________________________________________________________________________________________
3. How do you adjust column width to fit longest entry?
____________________________________________________________________________________________
4. What‟s the difference between adjusting the column width to fit longest entry versus as much as necessary?
____________________________________________________________________________________________
5. How do you set the slant of the text in the cell?
____________________________________________________________________________________________
NOTES
19
Chapter 1 Exercise 4
Excel 2010
PRACTICE IT!
1. Start Excel, if necessary.
2. Open XL04_xx.
3. Save the file as XL04_xx. (Replace xx with your initials.)
4. Put your name in A1 and exercise name in A2.
5. Drag with the mouse to adjust the width of column A so that the row labels (appliances) can be seen fully.
You shouldn’t adjust column A to fit its data automatically, because if you did, the column would be adjusted to the width of the company name which is also in column A, and it would be too wide for its data.
6. Adjust columns B through F to fit their data by using the following steps.
a. Drag over the column headings for columns B through F.
b. Move the mouse pointer to the right edge of the heading for column F.
c. Double-click, and all the selected columns will be adjusted to fit their longest entry.
7. Column B is too wide because it was adjusted to fit the worksheet title. Click cell B8 and use the ribbon to auto fit column width.
8. Enter the number of clients serviced in each location centered, as shown in Illustration A.
9. Enter the report number as a label in cell G6. (See Illustration A.)
10. Center the title (Customers Serviced) across columns B-F.
11. Change the orientation of the column labels (Row 8) to Angle Counterclockwise.
12. Right align the Appliances and Totals in Column A.
13. Change the row height for the company name (Appliance Repair Services) to 50.
14. Vertically align the company name in the middle.
15. Print the worksheet.
16. Close the workbook, saving all changes.
Illustration A
20
Chapter 1 Exercise 4
Excel 2010
REVIEW IT!
1. Start Excel, if necessary.
2. Open RV04_xx.
3. Save the file as RV04_xx. (Replace xx with your initials.)
4. Put your name in A1 and exercise name in A2.
5. Adjust the column widths to fit the longest entry.
6. Readjust column A to a column width of 11.
7. Merge and center the title.
8. Adjust the row height for the rows that contain the information for the members ordering. Choose your own height. Make it look professional.
9. Change the alignments (horizontal, vertical and orientation) for the different data on the page.
10. Print the worksheet.
11. Close the workbook, saving all changes.
Exercise 5 AUTOCOMPLETE
PICK FROM LIST
AUTOCORRECT
SPELLING
21
TERMS
Autocomplete: A feature used to complete an
entry based on previous entries made in the
column containing the active cell.
Autocorrect: A feature that corrects many common
typographical errors.
Pick from list: A shortcut used to insert repeated
labels in a single column.
APPLICATION
1. Which feature automatically corrects common typographical errors?
____________________________________________________________________________________________
2. Which feature allows you to quickly finish entering a label that had already been typed in that same column?
____________________________________________________________________________________________
3. What should you do when Spellcheck flags a proper noun?
____________________________________________________________________________________________
NOTES
22
Chapter 1 Exercise 5
Excel 2010
Illustration A
PRACTICE IT!
1. Start Excel, if necessary.
2. Open XL05_xx.
3. Save the file as XL05_xx. (Replace xx with your initials.)
4. Put your name in D1, and exercise name in D2.
5. Double click cell A10 to enable cell editing. Type (r) after Whole Grains Bread and press enter.
After you press enter, notice that AutoCorrect has changed Whole Grains Bread (r) to Whole Grains Bread®.
6. Type the data as shown in Illustration A.
a. As you type the customer’s name (Column C), use the AutoComplete feature to speed up the process.
b. Use the Pick from Drop-down List feature to enter the item names (Column D).
7. Click cell A10.
8. Use the Spelling & Grammar feature to check the spelling in your worksheet.
a. Change all misspelled words.
b. Ignore all instances of Gribaldi’s & Ristorante. (This is the correct spelling. It is Italian for restaurant.)
9. Print your worksheet.
10. Close the workbook, saving all changes.
23
Chapter 1 Exercise 5
Excel 2010
REVIEW IT!
1. Start Excel, if necessary.
2. Open RV05_xx.
3. Save the file as RV05_xx. (Replace xx with your initials.)
4. Put your name in A1 and exercise name in A2.
5. Complete the sheet as shown in Illustration A.
a. Use AutoComplete for the Employees.
b. Pick from Drop-down List to find the products when applicable.
6. Adjust columns so that the data can be fully viewed (but not unnecessarily wide.)
7. Merge and center the store title.
8. Check spelling in your worksheet.
a. Ignore all errors in names.
b. Change all other errors.
9. Print the workbook.
10. Close the workbook, saving all changes.
Illustration A
Exercise 6 AUTOFILL
CREATE SERIES
COPY CELLS
COPY FORMATTING
24
TERMS
Autofill: The feature used to fill a range of cells with
the same or consecutive data.
Fill handle: A small square in the lower right hand
corner of the active cell.
Series: A sequence of numbers, dates, times or text.
APPLICATION
1. Where is the fill handle? What does the mouse pointer look like when resting on the fill handle?
____________________________________________________________________________________________
2. What are the 3 uses of the autofill feature?
____________________________________________________________________________________________
3. How do you create an incremental series?
____________________________________________________________________________________________
4. If dates are not filling correctly as a series – what might be the problem?
____________________________________________________________________________________________
5. What happens when you fill a time?
____________________________________________________________________________________________
NOTES
25
Chapter 1 Exercise 6
Excel 2010
PRACTICE IT!
1. Start Excel, if necessary.
2. Open XL06_xx.
3. Save the file as XL06_xx. (Replace xx with your initials.)
4. Put your name in A15 and exercise name in A16.
5. Use Illustration A as a guideline to make the following changes:
6. Create a series of months:
a. Type January in cell B1.
b. Drag the fill handle of cell B1 across to cell G1.
7. Create another incremental series:
a. Type Year 1 in cell A2.
b. Type Year 3 in cell A3.
c. Select both cells A2 & A3. Drag the fill handle of cell A3 down to cell A5.
8. Use the fill handle to copy cells but not the formatting.
a. Copy B2 to cells C2, D2, & E2 using the fill handle.
b. By Auto Fill Options choose the option to Fill Without Formatting.
9. Use the fill handle to apply formatting only.
a. Copy B2 down until B5 using the fill handle.
b. Choose the Fill Formatting Only option.
10. Create another series:
a. Type Qtr 1 in cell A10.
b. Use the fill handle to create a series from cell A10 to cell A13.
11. Print the workbook.
12. Close the workbook, saving all changes.
Illustration A
26
Chapter 1 Exercise 6
Excel 2010
REVIEW IT!
1. Start Excel, if necessary.
2. Start a new blank workbook.
3. Save the file as RV06_xx. (Replace xx with your initials.)
4. Put your name in A1 and exercise name in A2.
You will be creating a worksheet of when your cleaning lady came to you for the past 2 months. You will mark the times she arrived and departed, and how much you paid her.
5. Your cleaning lady comes to you once a week, every week on the same day.
a. Type Date in cell B3 as a column label.
b. Enter the date she came to you 2 month ago in cell B5. Enter the next time she came in cell B6.
She always comes 7 days after she’s been there the time before.
c. Use the dates in cells B5 & B6 to create a series of 8 dates.
6. She arrives between 9:00 and 11:00, and leaves 1 hour later.
a. Type Time Arrived in cell C3 as a column heading.
b. Type Time Departed in cell D3 as a column heading.
c. Type in the times in column C. She is not reliable and does not come the same time every day.
d. Fill in the times she leaves in column D without typing them.
7. You pay her $8 an hour.
a. Type Payment in cell E3 as a column heading.
b. Type in the amount you paid her in cell E5.
c. Copy her payment to the rest of the column.
8. Adjust column width as necessary.
9. Print the workbook.
10. Close the workbook, saving all changes.
27
Chapter 1 Master It 1
Excel 2010
MASTER IT!
1. Start Excel, if necessary.
2. Start a new blank workbook.
3. Save the file as MS01_xx. (Replace xx with your initials.)
4. Put your name in A15 and exercise name in A16.
5. Enter the data as shown in Illustration A.
a. Enter today’s date in cell E4.
b. Enter your name in cell B12.
c. Enter your ID number (make it up!!) as a label in cell B13.
6. Adjust column A to fit its data.
7. Set the width of columns B to G to exactly 11 characters.
8. Center the day of the week column labels. Increase their row height to 30 points and align middle vertically.
9. Merge and center the company name across all the columns.
10. Print the workbook.
11. Close the workbook, saving all changes.
Illustration A
28
Chapter 1 Master It 2
Excel 2010
MASTER IT!
1. Start Excel, if necessary.
2. Open MS02_xx.
3. Save the file as MS02_xx. (Replace xx with your initials.)
4. Put your name in A18, and exercise name in A19.
5. Enter the data as shown in Illustration A.
a. Do not enter information into column F, it’ll automatically be entered by the computer.
b. Use the Pick from Drop-down List and the AutoComplete features to help you insert the data.
c. Use numeric labels where necessary.
6. Spell check the worksheet.
a. Make all necessary changes.
b. Ignore all name errors.
7. Print the workbook.
8. Close the workbook, saving all changes.
Illustration A
29
Chapter 1 Master It 3
Excel 2010
MASTER IT!
1. Start Excel, if necessary.
2. Open MS03_xx.
3. Save the file as MS03_xx. (Replace xx with your initials.) 4. Put your name in A15, and exercise name in A16.
You are the office manager for Deering industries. One of your responsibilities is creating a monthly calendar containing information on staff meetings, training, and due dates for time cards.
5. Insert the text September 2010 in cell A2.
6. Insert the days of the week by creating a series in cells A3 through G3 (Sunday through Saturday)
7. Insert the dates by creating a series for each week in rows 4, 6, 8, 10 & 12. The first of the month is on Wednesday(D4).
When creating a series here, fill without formatting. 8. Excel training will be held Thursday, September 2, from 9-11 a.m.
a. Insert this information in cell E5 on two lines.
9. A staff meeting is held on the second and fourth Monday of each month from 9-10 a.m. Insert this information appropriately on 2 lines in the correct cell.
10. Print the workbook.
11. Close the workbook, saving all changes
30
Chapter 1 Notes…
Excel 2010
NOTES
Chapter 2
Formulas & Functions
EXERCISE 7
Printing
Print preview
Scale to fit
Page break preview
Print selection
EXERCISE 8
Header and Footer
Page layout view
Page setup
Print titles
EXERCISE 9
Formulas
Print formulas
EXERCISE 10
Copying formulas
Relative reference
Absolute reference
EXERCISE 11
Ranges:
Selecting
Naming
EXERCISE 12
Common functions
Sum, average, count, counta,
max, min, round
EXERCISE 13
Autosum
AutoCalculate
COMMANDS RIBBON / GROUP BUTTON SHORTCUT
Autosum Home / Editing
Display formulas Formula / Formula Auditing Ctrl + `
Functions Formula / Function Library
Header and footer Insert / Text
Managing range names Formulas / Defined names
Page break preview View / Workbook views
Page orientation Page layout / Page setup
Print gridlines/heading Page Layout / Sheet options
Print preview File / Print
Remove page break Page layout / Page setup
Scale to fit Page layout / Scale to fit
Chapter 3
Formatting Techniques
EXERCISE 14
Font formats
Fill
Themes
Cell Styles
EXERCISE 15
Number formats
Accounting
Percent
Comma
Decimal increase/decrease
Custom Number Formats
EXERCISE 16
Copy formats
Clear formats
COMMANDS RIBBON / GROUP BUTTON SHORTCUT
Accounting number format Home / Number
Bold / Italics Home / Font
Cell style Home / Styles
Clear formats Home / Editing
Comma style Home / Number
Currency format Home / Number
Custom number format Home / Number
Fill color Home / Font
Format painter Home / Clipboard
Increase decimal / Decrease decimal Home / Number
Percent style Home / Number
Theme Page layout / Theme
Chapter 4
Managing Worksheets
EXERCISE 17
Insert, delete, copy, move and
rename worksheets
Change color of a worksheet
tab
Hide sheets
Group sheets
EXERCISE 18
Insert/delete cells
Insert/delete columns/rows
Moving data
EXERCISE 19
Hide data
Custom views
EXERCISE 20
Copy and paste special
Transpose data
EXERCISE 21
Combine data with copy and
paste special
COMMANDS RIBBON / GROUP BUTTON SHORTCUT
Copy Home / Clipboard
Custom view View / Workbook views
Cut Home / Clipboard
Delete cell / row / column Home / Cells
Hide / Unhide worksheet Home / Cells
Hide cell Home / Number
Hide row / column Home / Cells
Insert cell / row / column Home / Cells
Insert worksheet Home / Cells
Paste special Home / Clipboard
Transpose Home / Clipboard
Chapter 5
Importing, Exporting &
Distributing Data
EXERCISE 22
Convert text to column
EXERCISE 23
Import text files
EXERCISE 24
Link and embed excel data
Paste a picture
EXERCISE 25
Freeze labels while scrolling
Split a worksheet into panes
Duplicate workbook window
Saving a workspace
EXERCISE 26
Drag and drop between
workbooks/worksheets
Link workbooks/worksheets
EXERCISE 27
3D Formulas
COMMANDS RIBBON / GROUP BUTTON SHORTCUT
Arrange all windows View / Window
Convert text to columns Data / Data tools
Duplicate workbook window View / Window
Freeze window panes View / Window
Import a text file View / Window
Link cell Home / Clipboard
Maximize the window
Restore down the window
Save a workspace View / Window
Split window View / Window
Chapter 6
Advanced Functions
EXERCISE 28
Functions
EXERCISE 29
IF Functions
EXERCISE 30
Nested IF Functions
EXERCISE 31
CountIF/CountIFS
SumIF/SumIFS
EXERCISE 32
Conditional Formatting
COMMANDS RIBBON / GROUP BUTTON SHORTCUT
Conditional formatting Home / Styles
114
Exercise 28
FUNCTIONS
TERMS
There are no new terms this exercise.
APPLICATION
Functions are _____________________ provided by Excel to perform special calculations.
Parts of a function: Every function starts with an ______ sign, followed by the function name.
Following the name is an open parenthesis in which the ____________ are placed. Multiple
arguments within a function are separated by _________. A closed parenthesis ends the
function.
What is a nested function?
________________________________________________________________________
Common Functions:
SUM _____________________________________________________________________
AVERAGE ________________________________________________________________
COUNT __________________________________________________________________
COUNTA _________________________________________________________________
MAX _____________________________________________________________________
MIN ______________________________________________________________________
ROUND ___________________________________________________________________
What is the format of a round function?_________________________________
5 ways to insert a function:
1. Manually
2. Using Function AutoComplete ________________________________________
3. Formula Tab- ___________________ group
4. Insert Function Button – found in two places _____________ ________________
5. For common functions, use ________ tab, __________ group, _________ button.
AutoCalculate:
What? ____________________________________________________________
Where?___________________________________________________________
How?_____________________________________________________________
Absolute vs. Relative References:
What is an absolute reference? Why is it used? How is it indicated?
________________________________________________________________________
________________________________________________________________________
115
Chapter 6 Exercise 28
Excel 2010
PRACTICE IT!
1. Start Excel, if necessary.
2. Open XL28_xx.
3. Save the file as XL28_xx.
4. Create a formula in cell D4 that calculates the annual rent.
5. Copy the formula to the range D5:D10.
6. Create a function in cells C11 and D11 to total the expenses.
7. Create a formula in cell D13 to calculate the estimated annual sales.
8. Create a formula in cell C14 that determines whether you will make a profit or loss.
Think: You had a lemonade stand and you made $50. However, your expenses (i.e. Supplies, advertising) cost you $10. How much money did you really make?
9. Copy the formula into cell D14.
s
10. Type .2 in cell I1. This will represent a 20% projected increase.
11. Create a formula in cell F4 that calculates the new monthly rent amount when there’s an increase by the amount in cell I1. (You will be copying this formula to other cells, so remember to use an absolute reference.)
Note: The number in F4 must be greater than the number in C4.
If it is not, you probably only computed the increase amount without adding it to the original number. Therefore, extend the formula, and add the increase to the original amount.
12. Create a formula in G4 that calculates the new annual amount based on cell F4. {F4 has your monthly amount including the increase. Therefore F4 should be the only cell reference included in your formula.}
13. Copy the formulas in F4 and G4 to the remaining monthly and annual expense cells.
14. Use a function in F11 and G11 to total the increased expenses both monthly and annually.
15. Create a formula in cell G13 to calculate the annual sales.
16. Create formulas in cells F14 and G14 to calculate the monthly and annual profit/loss with the projected increase.
17. Insert a ROUND function in cell F10 to eliminate any decimals.
18. Type your name in cell A16 and the exercise name in cell A17.
19. Adjust column widths as needed.
20. Spell check the worksheet.
21. Scale to fit to 1 page.
22. Print the worksheet.
23. Print the worksheet a second time showing complete formulas and fitting on 1 page.
24. Close the workbook, saving all changes.
116
Chapter 6 Exercise 28
Excel 2010
REVIEW IT!
1. Start Excel, if necessary.
2. Open RV28_xx.
3. Save the file as RV28_xx.
4. In row 28, enter a function that calculates the average sales for each month- January through June.
5. In row 29, enter a function to display the sales total of the store that sold the most for that month.
6. In row 30, enter a function to display the sales total of the store that sold the least that month.
7. Use the AutoCalculate feature to check the formula results.
8. Adjust column widths, if necessary.
9. Type your name and the exercise name on the bottom of the worksheet.
10. Resave.
11. Adjust column widths as needed.
12. Spell check the worksheet.
13. Change page orientation to landscape and scale to fit to 1 page
14. Print the worksheet.
15. Print the worksheet a second time showing formulas and fitting on 1 page.
16. Close the workbook, saving all changes.
117
Exercise 29
IF FUNCTIONS
TERMS
Criteria: A value, text, or expression that defines the
type of cells you‟re looking for.
APPLICATION
1. What is the format of an IF function?
____________________________________________________________________________________________
2. What separates arguments from each other?
____________________________________________________________________________________________
3. What are the conditional operators?
____________________________________________________________________________________________
4. In an IF function, what must always be included in the first arguments (“criteria”).
____________________________________________________________________________________________
5. How do you use text in an IF function?
____________________________________________________________________________________________
NOTES
118
Chapter 6 Exercise 29
Excel 2010
PRACTICE IT!
1. Start Excel, if necessary.
2. Open XL29_xx.
3. Save the file as XL29_xx.
4. Put your name in A25 and exercise name in A26.
5. Enter a column heading in cell E4: PASS/FAIL.
6. Insert an IF function in column E that assigns a PASS to any student with an average that is > or = to 65, and a FAIL to any student with an average below 65.
7. Enter a column heading in cell F4: CREDITS.
8. Insert an IF function in column F that assigns 3 credits to any student with an average that is > or = to 65, and a 0 credits to any student with an average below 65.
9. Adjust column widths as needed.
10. Center both the column headings and the column information for columns E & F.
11. Spell check the worksheet.
12. Scale to fit to 1 page.
13. Print the worksheet. Print a second time showing formulas.
14. Close the workbook, saving all changes.
119
Chapter 6 Exercise 29
Excel 2010
REVIEW IT!
1. Start Excel, if necessary.
2. Open RV29_xx.
3. Save the file as RV29_xx.
4. Put your name in A1 and exercise name in A2.
5. Find COMM. for the first employee.
Commission is calculated by multiplying the sales by the commission rate.
6. Copy the formula to the remaining employees.
7. Insert an IF Function to find the bonus amount for those agents whose sales are $500,000 or more. They receive a .5% bonus of the sales. (The bonus is calculated as a percent of the sales; multiply the sales by the bonus percentage rate.) All others should show 0.
8. Copy the formula to the remaining employees.
9. Find TOTAL COMPENSATION (=COMM. + BONUS)
10. Format all money columns as currency with no decimal places.
11. Total all money columns. Format the totals as currency with no decimal places.
12. Adjust column widths as needed.
13. Spell check the worksheet.
14. Change page orientation to landscape and scale to fit to 1 page.
15. Print the worksheet. Print a second time showing formulas. Make sure all formulas are completely visible.
16. Close the workbook, saving all changes.
120
Exercise 30
NESTED IF FUNCTIONS
TERMS
Nested Function: A function used as an argument
within another function.
APPLICATION
1. When do you nest an IF function?
____________________________________________________________________________________________
2. By which argument do you start the new nested IF function?
____________________________________________________________________________________________
3. How many times do you close parenthesis at the end?
____________________________________________________________________________________________
4. When doing a nested IF, which conditional operator is better to use < or >? Why?
____________________________________________________________________________________________
5. When doing a nested IF, can you switch conditional operators in the middle?
____________________________________________________________________________________________
6. For the last option, do you have to nest another IF?
____________________________________________________________________________________________
NOTES
121
Chapter 6 Exercise 30
Excel 2010
PRACTICE IT!
1. Start Excel, if necessary.
2. Open XL30_xx.
3. Save the file as XL30_xx.
4. Put your name in A25 and exercise name in A26.
5. Enter a column heading in cell G4: GRADE.
6. Enter a column heading in cell H4: COMMENT.
7. Enter a column heading in cell I4: AWARD.
8. Insert a nested IF Function in column G that assigns a letter grade to each student based on her average. Use the diagram below to set up the IF Function.
9. Insert a nested IF Function in column H that assigns a comment to each student based on her average. Use the diagram below to set up the IF Function based on the students’ average.
10. Center all column headings and columns G and H.
11. Insert a nested IF Function in column I that assigns an award amount to each student. Use the diagram below to set up the IF Function based on the students’ average.
12. Apply the accounting format, two decimal places to column I.
13. Adjust column widths as needed.
14. Spell check the worksheet.
15. Change page orientation to landscape and scale to fit to 1 page.
16. Print the worksheet. Print a second time showing formulas. Make sure all formulas are completely visible.
17. Close the workbook, saving all changes.
Average Grade Comment Award
≥90 A EXC 100
80 - 89 B VG 75
70 – 79 C G 50
65 - 69 D ACC 25
<65 F NI 0
122
Chapter 6 Exercise 30
Excel 2010
REVIEW IT!
1. Start Excel, if necessary.
2. Open RV30_xx.
3. Save the file as RV30_xx.
4. Put your name in A17 and exercise name in A18.
5. Make I6 the active cell.
Vantage Videos pays the annual health premiums for their employees. They pay $2,100 per year per employee for family coverage and $1,380 per year per employee for single coverage.
6. Calculate the cost of the health benefit for those employees who opted in to the plan.
Use a nested IF function that will result in $2,100, $1,380 or 0 depending on the contents of column D.
7. Copy the formula in I6 to the rest of the column.
8. Make J6 the active cell.
Vantage Videos pays the annual dental premiums for their employees. They pay $1,500 per year per employee for family coverage and $1,000 per year per employee for single coverage.
9. Calculate the cost of the dental benefit for those employees who opted in to the plan.
Use a nested IF function that will result in $1,500, $1,000 or 0 depending on the contents of column E.
10. Copy the formula in J6 to the rest of the column.
11. Apply the accounting format, two decimal places to column I & J.
12. Adjust column widths as needed.
13. Spell check the worksheet.
14. Change page orientation to landscape and scale to fit to 1 page.
15. Print the worksheet. Print a second time showing formulas. Make sure all formulas are completely visible.
16. Close the workbook, saving all changes.
123
Exercise 31
COUNTIF / COUNTIFS SUMIF / SUMIFS
TERMS
There are no new terms this exercise.
APPLICATION
1. The _______________ function answers the question HOW MUCH?
The _______________ function answers the question HOW MANY?
2. What is the format of a SUMIF function?
____________________________________________________________________________________________
3. How must the condition argument be formatted in a SUMIF and COUNTIF function?
____________________________________________________________________________________________
4. When doing a SUMIF, can you specify more than one condition for more than one range? What function
would you use?
____________________________________________________________________________________________
5. What is the format of a COUNTIF function?
____________________________________________________________________________________________
6. Can you specify more than one condition for a COUNTIF? What function would you use?
____________________________________________________________________________________________
7. How is the condition argument different between a SUMIF/COUNTIF and an IF function?
____________________________________________________________________________________________
NOTES
124
Chapter 6 Exercise 31
Excel 2010
PRACTICE IT!
1. Start Excel, if necessary.
2. Open XL31_xx.
3. Save the file as XL31_xx.
4. Put your name in A25 and exercise name in A26.
5. In cell F20, type: Total Pass and in cell F21, type: Total Fail.
6. In cell G20, insert a COUNTIF Function to count the amount of students who passed this term.
7. In cell G21, insert a COUNTIF Function to count the amount of students who failed this term.
8. In cell I20, type: Total Awards Distributed.
9. Beneath that, in cells I21:I24, type A, B, C and D.
10. In cell J21, insert a SUMIF Function that displays the total amount of money distributed to students who received an A this term.
11. Use a similar formula for cells J22:J24 to display the amount distributed to students who received a B, C and D this term.
12. Format cells J21:J24 with accounting format, two decimal places.
13. Adjust column widths as needed.
14. Spell check the worksheet.
15. Change page orientation to landscape and scale to fit to 1 page.
16. Print the worksheet. Print a second time showing formulas. Make sure to display the complete formula for all formulas that were created in this exercise.
17. Close the workbook, saving all changes.
125
Chapter 6 Exercise 31
Excel 2010
REVIEW IT!
1. Start Excel, if necessary.
2. Open RV31_xx.
3. Save the file as RV31_xx.
4. Put your name in D1 and exercise name in D2.
5. Create a recap of the daily sales (See illustration on bottom):
a. Create formulas that show the total number (each) of dogs, cats and fish sold that day.
b. Create a formula that shows the dollar amount in sales (each) for pets, feed and accessories. Format with the accounting format.
c. Display the sales totals for each salesperson. Format with accounting format.
6. Resave.
7. Adjust column widths as needed.
8. Spell check the worksheet.
9. Change page orientation to landscape and scale to fit to 1 page.
10. Print the worksheet. Print a second time showing formulas. Be sure to display the complete formula for all formulas that were used in this exercise.
11. Close the workbook, saving all changes.
Sales Recap
Amount Sold
Dog
Cat
Fish
Total Sales
Pets
Feed
Accessory
Total Sales
Alice Harper
Bob Cook
126
Exercise 32
CONDITIONAL FORMATTING
TERMS
Conditional formatting: Formatting applied to cells
when they meet the specified conditions.
APPLICATION
1. If you want to format all cells in a range based on their contents, which type of rule should you use? (3)
____________________________________________________________________________________________
2. Can a cell have a few rules applied at once?
____________________________________________________________________________________________
3. Where can you control the order of which rule is processed first?
____________________________________________________________________________________________
NOTES
127
Chapter 6 Exercise 32
Excel 2010
PRACTICE IT!
1. Start Excel, if necessary.
2. Open XL32_xx.
3. Save the file as XL32_xx.
4. Put your name in A29 and exercise name in A30.
5. Create a conditional format in the Zip Code column so that entries greater than 46649 appear in light red fill with dark red text.
6. Adjust column widths to fit their data and headings.
7. Center the column headings.
8. Use conditional formatting so that entries for Year of Membership Expiration that are between 2011 and 2013 appear in a bold font, with a fill.
9. Use conditional formatting to create an orange data bar for column F.
10. Resave.
11. Adjust column widths as needed.
12. Spell check the worksheet.
13. Scale to fit to 1 page.
14. Print the worksheet.
15. Close the workbook, saving all changes.
128
Chapter 6 Exercise 32
Excel 2010
REVIEW IT!
1. Start Excel, if necessary.
2. Open RV32_xx.
3. Save the file as RV32_xx.
4. Put your name in A23 and exercise name in A24.
5. The owner of this Insurance Company is considering changing the discount plan for those customers with no claims or only one claim. Use conditional formatting to format the numbers that meet this criteria to be Dark Red and bold.
6. Create a new formatting rule to add a yellow fill color to the cells in the No. of Autos column for those policies that have more than two cars.
7. After reviewing your work, the owner decided that cells should be formatted for all policies with 2 or more cars. Edit the formatting rule to reflect this change.
8. Before presenting the final worksheet to the company owner you will classify the number of drivers using an icon set. Choose the Red to Black Icon Set (sixth from top).
9. Resave.
10. Adjust column widths as needed.
11. Spellcheck the worksheet.
12. Scale to fit to 1 page.
13. Print the worksheet.
14. Close the workbook, saving all changes.
129
Chapter 6 Master It 14
Excel 2010
MASTER IT!
1. Start Excel, if necessary.
2. Open MS14_xx. Save the file as MS14_xx.
3. Put your name in C1 and exercise name in C2.
4. On the January Available worksheet, insert a column between columns H and I.
5. Type a column label Rental Bonus.
6. Enter formulas in column I that calculate the possible bonus to be paid if the apartment is rented.
a. A bonus of $100 is paid for renting a 1 BR apartment, $150 for a 2 BR apartment, and $225 for a 3 BR.
You’ll need to use a nested IF function to create the formulas. Also, be sure to put “1 BR” “2 BR” and “3 BR” in quotes, since they are text labels.
7. Format column I with Accounting format, two decimal places.
8. Type Recap in cell B26. Copy the format from cell B11.
9. Adjust the height of the row so it looks more like row 11.
10. In cell B27, type Total apartments:
11. In cell B28, type Total apartments Rented:
12. In cell E27, enter a formula that counts the total number of apartments in the listing.
13. In cell E28 enter a formula to calculate the number of apartments rented this month.
14. Calculate the bonuses:
a. In cell C30, type # of Units Rented.
b. In cell D30, type Bonus.
c. In cell B31, type Mark Brandon.
d. In cell B32, type Pam Grier.
e. In cell B33, type Tyrone Hill.
f. In cell B34, type Kate Harper.
g. Copy the format from cell B11 to the range C30:D30.
h. Adjust the height of the row.
i. In the range C31:C34, enter formulas that calculate the number of apartments rented by each associate.
To specify the rental agent’s name as a condition, you can either type the name in quotes or refer to the cell containing the name.
j. In the range D31:D34, enter formulas that calculate the bonuses to be paid.
k. Format the range D31:D34 with Accounting format, two decimal places.
15. Scale to fit to 1 page.
16. Print the worksheet. Print a second time showing formulas. Make sure all formulas are completely visible.
17. Close the workbook, saving all changes.
130
Chapter 6 Notes…
Excel 2010
NOTES
Chapter 7
More Advanced Functions
Data Analysis
EX E R C I S E 33
Functions
PMT
FV
EX E R C I S E 34
Goal seek
EX E R C I S E 35
Vlookup
Hlookup
EX E R C I S E 36
Lock/unlock cells
Protect a range / worksheet /
workbook
EX E R C I S E 37
Formula auditing
Formula error checking
COMMANDS RIBBON / GROUP BUTTON SHORTCUT
Goal seek Data / Data tools
Lock/unlock cells Home / Cells
Protect a worksheet Review / Changes
Exercise 33
PMT FUNCTIONS FV FUNCTIONS
132
TERMS
PMT function: A function that returns the amount
of your monthly payment for a loan or an
investment based on the interest rate and term for
the money being discussed.
FV function: A function that returns what the future
value of an investment would be based on constant
payments and interest rate.
APPLICATION
1. What is the format of a PMT function for a loan?
____________________________________________________________________________________________
2. What does NPER stand for? How does it work in the function?
____________________________________________________________________________________________
3. How do you put the rate into the function to show the monthly rate?
____________________________________________________________________________________________
4. Which argument must always be negative?
____________________________________________________________________________________________
5. When dealing with an investment, how do you know which function to use?
____________________________________________________________________________________________
6. How is the PMT function different when used for an investment instead of for a loan?
____________________________________________________________________________________________
NOTES
133
Chapter 7 Exercise 33
Excel 2010
PRACTICE IT!
1. Start Excel, if necessary.
2. Open XL33_xx.
3. Save the file as XL33_xx.
4. Click on the loan sheet tab. Put your name in A14 and exercise name in A15.
5. In cell E5 enter a PMT function to calculate the monthly payment of a loan using the information in cells B5, C5, and D5. (amount should be $5,445.81)
i. Note: you are given the term in years; remember to change it to months when using it in the function.
6. Enter a similar PMT function in cells E6 and E7 using the cells in rows 6 and 7, respectively.
7. In cell F5 enter a formula that multiplies the monthly payment by the amount of months you will be repaying the loan to find the Total Payments.
i. Why is the total payment amount so much more than the loan amount?
What accounts for the difference?
8. Calculate the total payment amount in cells F6 and F7.
9. In cell E10, insert the PMT function to calculate the monthly payment towards an investment whose future value is given in cell B10. Use the information in cells B10, C10 and D10. (amount should be $171.99)
i. Note: you are given the term in years; remember to change it to months when using it in the function.
10. Enter a similar PMT function in cells E11 and E12 using the cells in rows 11 and 12, respectively.
11. In cell F10, calculate the total amount you will be investing in this account by multiplying the monthly payment by the amount of months you will be investing.
i. Why is the amount less than the future value amount?
What accounts for the difference?
12. Calculate the total amount invested in cells F11 and F12.
13. Adjust column widths as needed.
14. Change orientation to landscape.
15. Scale to fit to 1 page.
16. Print the worksheet. Print a second time showing formulas. Make sure all formulas are completely visible.
17. Close the workbook, saving all changes.
134
Chapter 7 Exercise 33
Excel 2010
REVIEW IT!
1. Start Excel, if necessary.
2. Open RV33_xx.
3. Save the file as RV33_xx.
4. Put your name in A17 and exercise name in A18.
The owner of real photography is interested in purchasing a new developer and would like to determine monthly payments on three different models.
5. Click in cell E5 enter a function to calculate the monthly payment of a loan using the information in cells B5, C5 and D5.
6. Enter a similar function in cells E6 and E7 using the cells in rows 6 and 7 respectively.
7. In cell F5, enter a formula to figure out how much your total payments will be after you finish paying up the loan.
8. Calculate the total payment amount in cells F6 and F7.
9. In cell G5 calculate the total interest you will be paying for the developer.
10. Calculate the total interest amount in cells G6 and G7.
The owner of Real Photography decided to save up money to purchase a new developer. He wants to compute how much can be earned by investing the money in an investment account that returns 9% annual interest. He determines that he can afford to invest $1200 for 3 years.
11. Click in cell B15 and use a function to calculate a future value of the investment using cells B12, B13, and B14.
12. The owner decides to determine the future return after two years. Click in cell C15 and insert a function using the values in cells C12, C13, and C14.
13. Adjust column widths as needed.
14. Change page orientation to landscape and scale to fit to 1 page.
15. Print the worksheet. Print a second time showing formulas. Make sure all formulas are completely visible.
16. Close the workbook, saving all changes.
Exercise 34
135
GOAL SEEK
TERMS
Goal seek: A feature that can give us our target
number by changing one of the variable
dependents.
APPLICATION
1. What is goal seek?
____________________________________________________________________________________________
2. Do you have to select a specific cell before using goal seek?
____________________________________________________________________________________________
3. The cell that you are setting – what must it contain?
____________________________________________________________________________________________
4. Can you have a formula referring to empty cells?
____________________________________________________________________________________________
5. Does goal seek only work with the PMT function?
____________________________________________________________________________________________
NOTES
136
Chapter 7 Exercise 34
Excel 2010
PRACTICE IT!
1. Start Excel, if necessary.
2. Open XL34_xx.
3. Save the file as XL34_xx.
You are assisting at Poppies, a florist shop. You are considering adding local delivery service to your business. You receive a quote to purchase a combination of vans, sedans and compact cars to deliver your orders. The quote uses one interest rate. You would like to use Goal Seek to find the interest rate you can afford.
Before you start, examine the spreadsheet. Find the columns with the information for the van, sedan and compact car respectively. Find the row with the amount of the current monthly payment. Find the cell with the current interest rate being used in all calculations.
4. Use Goal Seek to find the interest rate that will produce a monthly payment for the van purchase of $1400. Note: The current interest rate which you would like to change is located in cell B2 and the current monthly van payment that you would like set to $1,400 is in cell B11. Type the new interest rate into cell D19. Reset the interest rate in cell B2 to its original value (6.75%).
5. Use Goal Seek to find the interest rate that will produce a monthly payment for the sedan purchase of $990. Type the interest rate into cell D20. Reset the interest rate in cell B2 to its original value (6.75%).
6. Use Goal Seek to find the interest rate that will produce a monthly payment for the compact purchase of $790. Type the interest rate into cell D21. Reset the interest rate in cell B2 to its original value (6.75%).
7. Adjust column widths, if necessary.
8. Type your name and the exercise name on bottom of the worksheet.
9. Resave.
10. Make sure the data fits onto one page.
11. Print the worksheet.
12. Close the workbook, saving all changes.
137
Chapter 7 Exercise 34
Excel 2010
REVIEW IT!
1. Start Excel, if necessary.
2. Open RV34_xx.
3. Save the file as RV34_xx.
You are trying to determine the price you must charge for tickets to a performance so that you can ensure you’ve covered your expenses and made some profit to use as seed money for your next performance.
4. Compute the total expenses for the play in cell B12. You must first determine the cost for playbills (cell B9). Use the information on the worksheet to determine the cost of playbills and then compute the total of all the expenses.
5. Now that you know how much money is needed ($12,085), use the tables on the bottom of the worksheet and Goal Seek to answer the following questions (each table should be used for one question): Note: To answer each question, keep the following in mind. Your goal is to make $12,085.00 this performance. This can be done by changing either the amount of tickets sold or the price per ticket. The cell that you are setting must contain a formula even if it is referring to empty cells and your answer now is still zero.
a. What is the lowest price you can charge for a ticket if the play were a sellout? (Hint: changing cell will be ticket price.)
b. How many tickets would you have to sell if the ticket price were $9.00? Round the answer to zero decimal places.
c. What is the lowest ticket price you could charge if you had an 80% sellout?
6. Adjust column widths, if necessary.
7. Type your name and the exercise name on the bottom of the worksheet.
8. Resave.
9. Change page orientation to landscape and scale to fit to 1 page.
10. Print the worksheet.
11. Print the worksheet a second time showing formulas and fitting on 1 page.
12. Close the workbook, saving all changes.
Exercise 35
138
VLOOKUP FUNCTION HLOOKUP FUNCTION
TERMS
There are no new terms for this exercise.
APPLICATION
1. What‟s the difference between a VLOOKUP and HLOOKUP?
____________________________________________________________________________________________
2. What is the format of a VLOOKUP?
____________________________________________________________________________________________
3. If you are copying a VLOOKUP/HLOOKUP – what should you remember?
____________________________________________________________________________________________
4. For the lookup value argument – what do you use (what should not be used!!!)?
____________________________________________________________________________________________
5. How does the col_index_num argument work?
____________________________________________________________________________________________
6. What kind of table must you use in order for the function to work?
____________________________________________________________________________________________
7. If your table is not sorted, what can you do to make the function still work?
____________________________________________________________________________________________
NOTES
139
Chapter 7 Exercise 35
Excel 2010
PRACTICE IT!
1. Start Excel, if necessary.
2. Open XL35_xx.
3. Save the file as XL35_xx.
4. Group the student_list and giftcard_list worksheets.
5. Put your name and workbook name in the header.
6. UNGROUP the worksheets.
Your school is having a major campaign to raise money for a new building. Any girl who brings in more than $500 will get a gift card to the store of her choice. The amount of the gift card is decided according to her grade level.
7. Click on the giftcard_list worksheet. Here is a list of the girls who raised more than $500. Now you need to add their grade and address so that you can give them their correct gift cards.
8. In cell D3 enter a Vlookup Function to lookup the girl’s class number from the Student_list worksheet.
9. Copy to the rest of the girls in the list.
10. Before creating any further lookup functions, you decide to name your range on the Student_list worksheet. {The range, is the cells that you use as your table in the lookup functions.} Select the correct cells on the Student_list worksheet [do not include the column labels] and name it master_student_table
11. In cell E3 enter a Vlookup Function to lookup the girl’s address. Use the named range as your table_array function..
12. In cell F3 enter a Vlookup Function to lookup the girl’s city.
13. In cell G3 enter a Vlookup Function to lookup the girl’s zip.
14. Copy all the functions that you created to all the rest of the girls on the giftcard_list worksheet
15. Save.
16. Print the giftcard_list worksheet. Print a second time showing formulas – make sure to display complete formulas.
17. Close the workbook, saving all changes.
140
Chapter 7 Exercise 35
Excel 2010
REVIEW IT!
1. Start Excel, if necessary.
2. Open RV35_xx.
3. Save the file as RV35_xx.
4. Name the postage rates range, C23:H25, RATES.
5. In cell D7, use the Hlookup Function to find the TAX RATE based on the zones. Use the named range for table_array.
6. Copy the function to the rest of the column.
7. Compute the SALES TAX in column E (price * tax rate). Format with the accounting format.
8. In cell F7, use the Hlookup Function to find the POSTAGE based on the zones. Use the named range for table_array.
9. Copy the function to the rest of the column. Format with the accounting format.
10. Compute TOTAL SALE in column G (add price, sales tax and postage). Format with the accounting format. Copy the formula to the rest of the column.
11. Adjust column widths as needed.
12. Type your name and exercise name on the bottom of the worksheet.
13. Resave.
14. Change page orientation to landscape and scale to fit to 1 page.
15. Print the worksheet. Print a second time showing formulas.
16. Close the workbook, saving all changes.