Basic Excel



Basic Microsoft Excel



Contents



Toolbars


  • Toolbar, Menu
  • Toolbar, Standard
  • Toolbar, Formatting
  • Toolbar, Title Bar
  • Toolbar, Task Bar
  • Toolbar, Status Bar
  • Toolbars, Selecting

Windows Basics


  • Windows Program, starting
  • Windows Menu Command, selecting
  • Toolbars, use of
  • Help, Windows

Excel Basics


  • Excel, starting
  • Excel, entering data
  • Excel, adding a worksheet

Moving around a Worksheet


  • Worksheet, moving between worksheets
  • Worksheet, renaming
  • Worksheet, moving
  • Worksheet, copying
  • Worksheet, deleting
  • Worksheet, moving from cell to cell

Workbook Operations


  • Workbook, saving
  • Workbook, closing
  • Workbook, creating
  • Workbook, opening
  • Workbook, switching between
  • Workbook, viewing multiple workbooks
  • Rows, inserting
  • Columns, inserting
  • Cells, inserting
  • Cells, selecting
  • Workbooks, copying data
  • Workbooks, pasting data
  • Workbooks, moving data
  • Workbooks, overwriting data
  • Workbooks, deleting data
  • Workbooks, undoing changes
  • Workbooks, redoing changes
  • Workbooks, finding data
  • Workbooks, replacing data
  • Workbooks, deleting rows
  • Workbooks, deleting columns
  • Workbooks, deleting cells
  • Workbooks, tracking changes
  • Workbooks, accepting changes
  • Workbooks, rejecting changes
  • Workbooks, changing margins
  • Workbooks, reivewing
  • Print Area, setting
  • Print Preview
  • Printing Worksheets

Suggestions for Using Excel for Practice


  • Home Inventory Listing for Insurance Purposes.
  • List of Names and Addresses for mailing bills and letters.
  • List of Names and Addresses for mailing holiday cards.
  • List of Birthdays and other important Dates.
  • List of important items.
  • List of important email addresses




Toolbars


Toolbar, Menu


  • The Menu toolbar is at the top of the screen with a descriptive word on each button.
  • Toolbar, Standard
  • The Standard toolbar has icons and is below the Menu toolbar.

Toolbar, Formatting


  • The Formatting toolbar shows formatting information such as font and type size and is below the Standard toolbar.

Toolbar, Title Bar


  • The title bar is across the top of a document.

Toolbar, Task Bar


  • The task bar is across the bottom of the screen. It has the Start button at the far left.

Toolbar, Status Bar


  • The status bar is across the bottom of the screen, just above the task bar.

Toolbars, Selecting


  • To view and select toolbars, click View on the Menu toolbar; click Toolbars; click the toolbars you want to see. Those that are already in use are shown with a checkmark to the left of them.

Windows Basics


Windows Program, starting


  • Click Start.
  • Click Programs.
  • Click the application you wish to start.

Windows Menu Command, selecting


  • Click Start.
  • Click Programs.
  • Click the application you wish to start, for example, Word.
  • Click File in the menu bar.
  • Click Open.
  • Double-click the Word document you wish to see.

Toolbars, use of


  • Move the cursor over a button on a toolbar to see the description of it.
  • You can drag a toolbar to a different location on the screen by placing the cursor over the two vertical bars on the left side of the toolbar and drag it.

Help, Windows


  • Click the Office Assistant button on the Standard toolbar. The button has a question mark in it.
  • In the text box, type the name of the item you want help for.
  • Click Search to see a list of topics.
  • Click the topic you want information on.

Excel Basics


Excel, starting


  • Click the Start button on the taskbar.
  • Click Programs.
  • Click Microsoft Excel.

Excel, entering data


  • Click in a cell.
  • Type text into a cell.
  • Press right arrow key to move to the next cell to the right or press Enter to move to the next cell down.

Excel, adding a worksheet


  • A Workbook can contain multiple Worksheets. Each Worksheet is represented by a tab at the bottom of the screen.
  • To add a Worksheet:
  • Click Insert on the menu bar.
  • Click Worksheet.

Moving around a Worksheet


Worksheet, moving between worksheets


  • Click the Sheet2 tab at the bottom left of the workbook.
  • Click the Sheet 1 tab to return to the first worksheet.

Worksheet, renaming


  • Right-click the tab at the bottom of the Workbook for the Worksheet you wish to rename.
  • Click Rename.
  • Enter the new Worksheet name.

Worksheet, moving


  • Right-click the tab at the bottom of the Workbook for the Worksheet you wish to move.
  • Click Move.
  • Click the location to move the Worksheet.
  • Click OK.

Worksheet, copying


  • Right-click the tab at the bottom of the Workbook for the Worksheet you wish to move.
  • Click Copy.
  • Click the location to copy the Worksheet.
  • Click OK.

Worksheet, deleting


  • Right-click the tab at the bottom of the Workbook for the Worksheet you wish to move.
  • Click Delete.
  • Click OK.

Worksheet, moving from cell to cell


  • Press the Arrow Keys to move between cells.
  • Press Ctrl + G to go to a specific cell.
  • Enter the location of the cell you wish to go to.
  • Click OK.
  • Also, you can position the cursor in a cell and click.

Moving to Cell A1


  • Press Ctrl + A.

Workbook Operations


Workbook, saving


  • Click Save on the standard toolbar.
  • Enter a new file name, if desired.
  • If the workbook has already been saved, you can click the Save button that looks like a 3 ½ inch diskette on the standard toolbar.

Workbook, closing


  • Click the Close button on the title bar. This button has an "X" on it.
  • Or
  • Right-click the Excel icon on the Title bar.
  • Click Close.

Workbook, creating


  • Click the New button on the standard toolbar. It looks like a blank sheet of paper.
  • Or
  • Click the Start button at the left side of the task bar.
  • Click Programs.
  • Click Microsoft Office.
  • Click Excel.

Workbook, opening


  • Click the Open button on the standard toolbar.
  • Double-click the Excel file you wish to open.
  • Or
  • You can open a Workbook from the Microsoft Windows Explorer by double-clicking on the name of the file you wish to open.

Workbook, switching between


  • Click the Window button on the menu bar.
  • Click the Workbook you wish to switch to.
  • Or
  • Click Ctrl + Tab.

Workbook, viewing multiple workbooks


  • Click the Windows button on the menu bar.
  • Click Arrange.
  • Click the way you wish to have the windows arranged.
  • Click the title bar of the Workbook you wish to make active.

Rows, inserting


  • Click the cell of which you wish to add a row above.
  • Click Insert.
  • Click Rows.

Columns, inserting


  • Click the cell of which you wish to add a column to the left.
  • Click Insert.
  • Click Columns.

Cells, inserting


  • Click the cell of which you wish to add a cell to the left.
  • Click Insert.
  • Click Cells.
  • Click the way you wish to move the existing cells to accommodate the new cell.
  • Click OK.

Cells, selecting


  • To select one or more adjacent cells, press Shift + arrows.
  • To select one or more non-adjacent cells, press Ctrl and click the cells you wish to select.
  • To select a range of cells, click the first cell and hold the mouse button while you drag the cursor to the last cell you wish to select.

Workbooks, copying and pasting data


  • Select the cells you wish to copy.
  • Click the Copy button on the standard toolbar.
  • Click the beginning of the place where you wish to paste the cell data.
  • Click the Paste button on the standard toolbar.
  • Or
  • Select the cells you wish to copy.
  • Click Ctrl + C.
  • Click the beginning of the place where you wish to paste the cell data.
  • Click Ctrl + V.

Workbooks, moving data


  • Select the cells you wish to move.
  • Click the border of the selected cells.
  • Holding the mouse button, drag the cells to the beginning of the location you wish to move them.
  • Release the mouse button.
  • Or
  • Select the cells you wish to move.
  • Click Ctrl + X.
  • Click the beginning of the place where you wish to paste the cell data.
  • Click Ctrl + V.

Workbooks, overwriting data


  • Click the cell you wish to write over.
  • Enter the desired information.
  • Press Enter.

Workbooks, deleting data


  • Click the cell in which you wish to delete its data.
  • Press the Delete key.

Workbooks, undoing changes


  • Click the down arrow to the right of the Undo button on the standard toolbar. The Undo button looks like a curved arrow pointing to the left.
  • Click on the first item you wish to undo and, holding the mouse button, drag it down over the other items you wish to undo.
  • When you release the mouse button, the selected items are undone.

Workbooks, redoing changes


  • Click the down arrow to the right of the Redo button on the standard toolbar. The Redo button looks like a curved arrow pointing to the right.
  • Click on the first item you wish to redo and, holding the mouse button, drag it down over the other items you wish to redo.
  • When you release the mouse button, the selected items are redone.

Workbooks, finding data


  • Press Ctrl + F.
  • In the Find what text box, enter the data you want to find.
  • Click Find Next.
  • Or
  • Click Edit.
  • Click Find.
  • In the Find what text box, enter the data you want to find.
  • Click Find Next.

Workbooks, replacing data


  • Press Ctrl + H.
  • In the Find what text box, enter the data you want to find.
  • In the Replace with text box, enter the replacement data.
  • Click the Match case box, as desired.
  • Click Find Next or Replace All.

Workbooks, deleting rows


  • Right-click the heading of the row you wish to delete.
  • Click Delete.
  • Or
  • Click the heading of the row you wish to delete.
  • Press the Delete key.

Workbooks, deleting columnst


  • Right-click the heading of the column you wish to delete.
  • Click Delete.
  • Or
  • Click the heading of the column you wish to delete.
  • Press the Delete key.

Workbooks, deleting cells


  • Select the cells you wish to delete.
  • Click Edit.
  • Click Delete.
  • Click your selection for the way you want the existing cells moved.
  • Click OK.

Workbooks, tracking changes


  • Click Tools from the menu toolbar.
  • Click Track Changes.
  • Click Highlight Changes.
  • Click the check box next to Track changes while editing . . .
  • Click OK.
  • Click OK.
  • Enter a change to a cell. It will have a colored border.
  • Press Enter key.

Workbooks, accepting and rejecting changes


  • Click Tolls in the menu toolbar.
  • Click Track Changes.
  • Click Accept or Reject Changes.
  • Click the boxes for When, Who, and Where you want to accept or reject a change.
  • Click OK.
  • Click Accept to keep the change.
  • Click Reject to get rid of the change.
  • Click Accept All to accept all changes.
  • Click Reject All to reject all changes.

Workbooks, changing margins


  • Click the File button on the menu toolbar.
  • Click Page Setup.
  • Click the Margins tab.
  • Click the arrows for Top, Left, Right, and Bottom boxes to set the margins.
  • Click the arrows to set the Header and Footer margins.
  • Click OK.

Workbooks, reivewing


  • Click the File button on the menu toolbar.
  • Click Print Preview.
  • Or
  • Click the Print Preview button on the standard toolbar. The Print Preview button looks like a page with a magnifying glass over the right edge.

Print Area, setting


  • Select the cells you wish to print.
  • Click the File button on the menu toolbar.
  • Click Print Area.
  • Click Set Print Area.

Print Preview


  • Click the File button on the menu toolbar.
  • Click Print Preview.
  • Or
  • Click the Print Preview button on the standard toolbar. The Print Preview button looks like a page with a magnifying glass over the right edge.

Printing Worksheets


  • Click the File button on the menu toolbar.
  • Click Print.
  • Click the desired options and number of copies to be printed.
  • Click OK.
  • Or
  • Click the Print button on the standard toolbar. This uses default print options.

Suggestions for Using Excel for Practice


  • Home Inventory Listing for Insurance Purposes.
  • List of Names and Addresses for mailing bills and letters.
  • List of Names and Addresses for mailing holiday cards.
  • List of Birthdays and other important Dates.
  • List of important items.