Lastname Excel
Lastname Excel
Instructions for screen readers: In just 10 steps, you'll be up and running with Excel, the world's most popular spreadsheet app.
There are 11 more sheets in this tour. The instructions for each sheet start in cell A1, and each subsequent step is in cell A2, A3, and so on.
The instructions will indicate which cells to navigate to for use of a feature, or further reading.
To start, press CTRL+PAGE DOWN.
Excel Basics
In this assignment you will be introduced to a variety of Excel features and functions.
To begin click on the File tab above, Click Save As then locate your CGS1070 folder you
created on your desktop for this class (Yourlastname-CGS1070).
You will save your Excel file as Yourlastname-Excel (example file name: Smith-Excel)
As you complete the tasks on each spreadsheet, please save your work.
Once you complete the 9 tasks, save your file for the last time and upload it to the Excel
Dropbox.
ClickGoon Let's go >
back to top
Let's gobytopressing CTRL+HOME.
start learning theToExcel
start the tour, press CTRL+PAGE DOWN.
Basics.
5
Add numbers
numbers like a champ
e are some ways to add up numbers in Excel:
s C3 through
Here are D7some
contain datatowith
ways addtwo up columns.
numbersOne for Fruit, and one for Amount.
in Excel: Fruit
o D8 by pressing CTRL+G, type D8, and then press ENTER. Apples
1 Select
e =SUM(D4:D7), the yellow
then press ENTER.cell under the amounts for Fruit. Oranges
result is 170. Bananas
e's another way to add, using a shortcut key. Cells F3 through G7 contain data with two columns: Meat and AmountLemons
2PressType
o cell G8. ALT+=,=SUM(D4:D7),
then press ENTER.and then press enter. When you're done, you'll see
the result.
result in cell G8 is 140.
3
e's another waySelect
to add.
theCells C10 through
yellow cell underD15the
have two columns
amounts of data: Item and Amount.
for Meat. Bakery
w add only the numbers over 50. Go to cell D16. Type =SUMIF(D11:D15 comma ">50"), then press Enter. The result iBread
RA CREDIT: Cells F10 through G15 contain data with two columns: Item and Amount. Go to cell G16. Try adding anoDonuts
e down for4 morePress Alt
detail: Go to A27.
= Then, press Enter. Or Type =SUM(G4:G7), then press
first.
Or, to proceed to the next step, press CTRL+PAGE DOWN. Cookies
enter. When you're done, you'll see the result. Cakes
5 Select the yellow cell under the amounts for Bakery. Type Pies
=SUMIF(D11:D15,">50") and then press Enter.
Click Save or Ctrl S, move to Next step.
Next step
Amount Meat Amount
50 Beef 50
20 Chicken 30
60 Pork 10
40 Fish 50
Next step
Select cell H56: McKay. This is the same formula as in step A56, but it extracts characters from F56 instead of cell C56.
Go to cell A79 to go to the next instruction.
Next step
result is Yvonne.
n we created a [Helper column]. This was just to “help” extract the other text in the cell. It’s meant to be temporary and something one co
ct cell F56: Francis McKay in the [Helper column]. You’ll see that we used the RIGHT, LEN, and FIND functions to extract characters from th
e's how this formula "=RIGHT(C56 comma LEN(C73)-FIND(" " comma C56))" works:
Right function extracts a specified number of characters from the right side of cell C56.
his case, the LEN function is used to determine the number of characters to extract. Here's how the LEN function works: Count the number
result
ct is Francis
cell G56: McKay.
Francis. Here we used almost the same formula as in cell A51, but instead of extracting characters from cell C56, it extracts the
ct cell H56: McKay. This is the same formula as in step A56, but it extracts characters from F56 instead of cell C56.
o cell A79 to go to the next instruction.
he best tool for the job. Try Text to Columns in this situation:
Tools section. Convert Text to Columns Wizard - Step 1 of 3 appears. Make sure that Delimited radio button is selected, then press Enter.
hat Comma is the only checkbox selected, then tab to select Next and press Enter.
can split the data that comes from the source. You do that once, and the data is refreshable and easy to work with from that moment on.
ata will get updated as well. This is more advanced. But it is possible when using a handful of functions: LEFT, RIGHT, FIND, and LEN. For mo
to specify the number of characters to extract, we used the FIND function. Here's how the formula "=LEFT(C56 comma FIND(" " comma C5
orks: Find the character position number of the first space in cell C56. Then subtract 1 to exclude the space itself.
function works: Count the number of characters in cell C56 and subtract the number of characters from the Find function, which finds the
racters from cell C56, it extracts them from cell F56.
of cell C56.
on is selected, then press Enter. Use the Tab key to navigate the dialogue.
work with from that moment on. Curious? Select the Data tab (ALT+A), then explore the options in the Get & Transform area (press one of
FT, RIGHT, FIND, and LEN. For more information on each these functions, see the links at the bottom of this sheet under More information
(C56 comma FIND(" " comma C56)-1)" works:
he Find function, which finds the character position number of the first space in cell C56 and returns the number of characters up until the
nsform area (press one of the following: PN, FT, FW, PT, PR, or X). Or, go to cell A80 for More information on the web.
et under More information on the web starting in cell A80. But if you’re curious, here’s how we split cell C56.
Select any
Select of thetransposed
another transposedcell
cells, forcells
from example
C40 tocell C41.
D45, forLook at thecell
example formula at theattop
D43. Look theof Excel. You’ll
formula see that
bar again. The the formula
formula loos
is the
4 On the Home tab, click the arrow under the Paste button.
5 Click Paste Special, and then at the bottom, click the checkbox for
Transpose. Click OK.
Click Save or Ctrl+S, move to Next step
Next step
ct any
ct of thetransposed
another transposedcell
cells, forcells
from example
C40 tocell C41.
D45, forLook at thecell
example formula at theattop
D43. Look theof Excel. You’ll
formula see that
bar again. The the formula
formula looks
is the samelikeasthis: {=TR
in cell C
mula looks
a is the samelikeasthis: {=TRANSPOSE(C33:H34)}
in cell C41. Why? Because this is an array formula.
ginal data set is cells C33:H34. The TRANSPOSE function then switches the horizontal orientation of the cells to a vertical orientation.
elect multiple cells first, then start typing.
e function against the array. When you're done, Excel puts special brackets { } around the formula. These brackets are a visual clue that th
just one of the cells. You also cannot insert a new row or column within that array. If you need to any of that, select all of the cells that h
o a vertical orientation.
kets are a visual clue that the selected cell is part of an array formula. You can't type these brackets yourself. Excel puts them in when you
select all of the cells that have the array formula, press Delete, and then make your changes and recreate the formula.
xcel puts them in when you press CTRL+SHIFT+ENTER.
Sort and filter with ease
Sort and filter with ease
Cells C5 to G13 contain five columns: Departments, Categories, and Amounts for the months Oct, Nov, Dec.
Let's say you want the departments in alphabetical order. Select the Department column, go to cell C5. Press CTRL+G, type C5
1 amounts from big to small. Select the December column cell, go to G5, then select cells G5 through G13. Pres
Sort December's
Now you'll filter the data so that only the Bakery rows appear. Go to cell G5, Dec. Press CTRL+A to select all of the cell
Filter buttons appear on the top row from cell C5 to G5. Go to the Department cell, C5, and press ALT+DOWN ARROW t
EXTRA CREDIT: 2 Try sorting alphabetically by two columns. Here's how: First sort Department alphabetically (refer to ste
Dive down for more detail: Go to A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.
3
There are many ways to sort in Excel. Here are just two more ways to sort:
Cells C31 through F31 contain data with four columns: Expense date, Employee, Food, and Hotel.
You want the Expense dates in order. So, select Expense date header, cell C31, then press ALT+DOWN ARROW and use the arr
Someone
IMPORTANT filled three You
DETAIL: cellscan't
with clear
yellow. Youorder
a sort can sort
likethe
yourows
can abyfilter.
that So
color. Godon't
if you to cellwant
F31,your
thensort
press
to ALT+DOWN
stick, undo itARROW and
by pressing
Next step
re are many ways to sort in Excel. Here are just two more ways to sort:
s C31 through F31 contain data with four columns: Expense date, Employee, Food, and Hotel.
want the Expense dates in order. So, select Expense date header, cell C31, then press ALT+DOWN ARROW and use the arrow keys to find
meone
ORTANT filled three You
DETAIL: cellscan't
with clear
yellow. Youorder
a sort can sort
likethe
yourows
can abyfilter.
that So
color. Godon't
if you to cellwant
F31,your
thensort
press
to ALT+DOWN
stick, undo itARROW and use
by pressing the arrow k
CTRL+Z.
OW and use the arrow keys to find Sort Oldest to Newest. Press Enter. The rows get sorted in ascending date order by the Expense date.
DOWN
undo itARROW and use
by pressing the arrow keys to find the Sort by Color option. Press Right Arrow to select the highlight color "yellow" rgb color 2
CTRL+Z.
ss RIGHT ARROW to enter Number Filters list and use the arrow keys to find the Above Average option, then press Enter. Excel calculates
e Number Filters option. Press RIGHT ARROW to enter the Number Filters list. Use the arrow keys to find the Greater than... option, then
nter the Sort & Filter options. Use the arrow keys to find the option to Sort A to Z, or press S, then press Enter.
the options changed from Sort A to Z to Sort Largest to Smallest and so forth. Use the arrow keys to find the option to Sort Largest to Sma
Enter. Excel calculates the average amount of the Hotel column, and then shows only rows with amounts greater than that average.
ter than... option, then type 25 and press Enter. Of the three rows that were filtered for above average, Excel shows two rows with Food a
ption to Sort Largest to Smallest, then press Enter.
within the column. To verify this, go to cell F32 and press INS+F to hear the cell's format.
Tables
enter the
Design tab things a lot easier
Tables make
above the
A table gives
ribbon, then you special features and conveniences. Here’s how to create one:
Cells C5
press S tothrough
A tableG13 contain
gives data. Gofeatures
you special to any cell
andwithin that region,Here’s
conveniences. for example,
how tocell D8. Press
create one: CTRL+G, type D8, then press En
enter Table to enter the Insert tab above the ribbon, then press T and press Enter. Or, press shortcut key combination CTRL+T
Press ALT+N
Styles. Use
Now
arrowyoukeyshave1 a table, which is a collection of cells that has special features. For starters: A table gives you banded row
to
You can also
navigate the create new rows easily. Go to the empty cell under cell C13: Meat. Type some text, then press Enter. A ne
options and
You can also create columns easily: Go to any cell between H5 and H14, for example H10. Type some text, then press
select a table
Notice
style youhow 2 two columns are created, formatted, and the text Jan and Feb are filled in cells H5 and I5 for you.
the
like.
3
Dive down for more detail: Go to A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.
3 You can also create new rows easily. In the empty cell under Meat, type the
e down for more detail: Go to A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.
text Veggies and then press Enter. A new row for the table appears.
4 You can also create columns easily: In the lower-right corner of the table,
click the resize handle and drag it to the right 2 columns.
5 Notice how the two columns are created, formatted, and the text Jan and
Feb are filled for you.
Click Save or Ctrl+S, move to Next step
Next step
b above the ribbon, then press T to select Total Row from within the Table Styles Options.
3
Dive down for more detail: Go to A27. Or, to proceed to the next step, press CTRL+PAGE DOWN.
3
e down for more Ondetail: Go totab,
the Data A27.click
Or, to proceed
Data to the next
Validation. Understep,Allow,
press CTRL+PAGE
click List. DOWN.
4 In the Source box, type Produce, Meat, Bakery. Make sure to put commas
in between them. Click OK when you’re done.
5 Now click the yellow cell next to Apples, and you'll see a drop-down menu.
Click Save or Ctrl+S, move to Next step
Next step
es? For example, what if there is a new department called Dairy? You’d have to update the data validation dialog box. But there’s a more e
n data with one column: Department.
32 through D43.
llow and press DOWN ARROW to select List. Press the tab key again.
sProduce,
won't beMeat and to
tempted Bakery. But
change if you
the list. add a new department in column F under cell F35: Bakery, this list will get updated with the new de
ialog box. But there’s a more efficient way by creating a table first:
Next step
ick Analysis option. This time though, we'll use the keyboard shortcut:
. Within the chart each product has three columns, one for each month of sales: Oct, Nov, and Dec.
the three months. You don't have to make 8 little line charts. You can make sparklines instead.
to select the Line option. Press Enter to add Sparklines to the table.
r that row, and shows whether the amounts go up or down.
above the ribbon. Press C to select the Clear option, then press C again to select to Clear Selected Sparklines.
Element. Press
DOWN
ARROW to find
the Data Table
option then
press RIGHT
ARROW to
open the Data
4 Now you'll add a trendline. Select the chart, and the Chart Tools tab will
appear at the top of the Excel window.
5 On the Chart Tools tab, click Design. Then click Add chart element >
Trendline > Linear. Now you have a trendline that shows the general direction
of the units sold over time.
Click Save or Ctrl+S, move to Next step
Next step
temperature, and so on. The vertical axis in the chart on the right starting in cell D30 is a value axis.
rt on the right starting in cell D30 has years so this is a category axis.
rent values than the other value axis.
s an additional secondary vertical axis that represents the sales amounts for each month. Some would say that by having a secondary axis
d Sales column contains data that supports the secondary axis for the chart described above.
hat by having a secondary axis, you almost have “two charts in one.” That’s true. This chart is both a column chart and a line chart. These k
hart and a line chart. These kind of charts are called Combo charts in Excel. If you’re interested in this kind of chart, select the hyperlink in c
hart, select the hyperlink in cell A70.