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Excel 2007
Introduction to Excel

Academic Information Services

OVERVIEWOFTHEEXCELENVIRONMENT.............................................................................................................................4
AbouttheTabbedRibbons.................................................................................................................................................5
AccessingMoreOptions.....................................................................................................................................................6
KeyboardShortcuts.............................................................................................................................................................6
SplitButtons........................................................................................................................................................................6
RightClickforQuickCommands.........................................................................................................................................6
QuicklyBrowseThroughTabs.............................................................................................................................................6
TheQuickAccessToolbar...................................................................................................................................................7
NAVIGATION...........................................................................................................................................................................8
ENTERINGDATA......................................................................................................................................................................9
WordWrapTextinaCell....................................................................................................................................................9
TheNumberPadandNumLock.........................................................................................................................................9
DELETINGDATA.....................................................................................................................................................................10
REMOVINGFORMATTING.....................................................................................................................................................10
EDITINGCELLS.......................................................................................................................................................................10
UsingtheFormulaBartoEditCells...................................................................................................................................10
UsingF2toToggleBetweenPoint&EditModewhileEditing..................................................................................10
USINGESCAPE&UNDOTOGETOUTOFTROUBLE..............................................................................................................11
SELECTINGMULTIPLECELLS..................................................................................................................................................11
UsingtheKeyboardtoHighlightCells(UsingSHIFTtoAnchor).......................................................................................11
UnHighlightCells..............................................................................................................................................................11
UsingtheMousetoHighlightCells...................................................................................................................................12
UsingtheMouse&KeyboardTogethertoHighlight........................................................................................................12
THEAUTOFILLHANDLE.........................................................................................................................................................13
UseAutofilltoCompleteaKnownSeries.........................................................................................................................13
UseAutofilltoCompleteaPattern...................................................................................................................................13
UseAutoFilltoApplyaFormulatoAdjacentCells...........................................................................................................13
ADJUSTINGCOLUMN(ORROW)WIDTH..............................................................................................................................14
UsingtheGroovetoAdjustWidth....................................................................................................................................14
SpecifyanExactWidth......................................................................................................................................................14
The######SymbolsInCells.............................................................................................................................................14
RoundingandUnformattedCells......................................................................................................................................14
EQUATIONS...........................................................................................................................................................................15
EquationsTheBasics.......................................................................................................................................................15
MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page1of44

FormulaExamples.............................................................................................................................................................15
StandardMathematicalOperators(inorderofoperation)..............................................................................................15
EXERCISE1:

USINGBASICFORMULAS..............................................................................................................................16

NoteaboutRelativeReferencing......................................................................................................................................17
ABSOLUTEADDRESSES..........................................................................................................................................................19
AbsoluteAddressing.........................................................................................................................................................19
OverviewofAbsoluteAddresses......................................................................................................................................20
USINGFUNCTIONS................................................................................................................................................................22
Example:

UsingtheSum()Function.............................................................................................................................22

MoreFunctions.................................................................................................................................................................23
THEFUNCTIONLIBRARY........................................................................................................................................................25
TipsonWorkingwithFunctions........................................................................................................................................26
INSERTING/DELETINGENTIRECOLUMNSANDROWS........................................................................................................27
InsertingEntireColumns...................................................................................................................................................27
InsertingEntireRows........................................................................................................................................................27
DeletingEntireColumns/Rows.........................................................................................................................................27
MOVINGCELLS......................................................................................................................................................................28
MoveCellsUsingCut&Paste...........................................................................................................................................28
MovingCellsUsingDrag&Drop.......................................................................................................................................28
ShiftingCellsUsingInsert..................................................................................................................................................29
MovingColumns(orRows)...............................................................................................................................................30
FORMATTINGCELLS..............................................................................................................................................................31
MethodsofAccessingFormattingCommands.................................................................................................................31
NumberFormatting..........................................................................................................................................................32
Alignment..........................................................................................................................................................................33
CenterAcrossColumns(Merge&Center)........................................................................................................................33
Borders..............................................................................................................................................................................34
FormatPainter(CopyFormatting)....................................................................................................................................35
ClearFormatting...............................................................................................................................................................35
PRINTING...............................................................................................................................................................................36
QuickPrintUsingtheDefaultSettings..............................................................................................................................36
UsingPrintPreview...........................................................................................................................................................36
MakingYourDataFitonaPage........................................................................................................................................37
PrintingaSpecificArea.....................................................................................................................................................38
PrintingNonAdjacentAreas.............................................................................................................................................38
HidingColumnsorRowsfromtheSpreadsheetandthePrintout...................................................................................39
UnhideColumns/Rows....................................................................................................................................................39
WorkingwithPageBreaks................................................................................................................................................40
MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

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SetPageOrder..................................................................................................................................................................41
UsingPageBreakPreviewtoSetPageBreaks..................................................................................................................41
CenteringDataonthePrintedPage.................................................................................................................................42
PrintGridlinesand/orRowNumbersandColumnLetters...............................................................................................42
RepeatingColumnorRowTitles.......................................................................................................................................43
HeadersandFooters.........................................................................................................................................................44

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page3of44

OVERVIEWOFTHEEXCELENVIRONMENT
TheimagebelowandthenextfewpageswillgiveyouanoverviewoftheExcelenvironment.
QuickAccessToolbar
Thisisacustomizabletoolbar.

Tabs/Ribbons
Clickatabtoviewitsribbonofcommands.

MSButton
ContainsSaveAs,
Print,Options,
Open,Close,etc.
SelectAll
Selectsallcellsonthe
currentsheet.

Mostofyourworkwilltake
placeinthesmallboxes
knowasCells.Thecell
gridismadeupof1,048,576
rowsby16,384columns.

FormulaBar
Allowsyoutoviewandedittheformulawhose
answerisdisplayedintheselectedcell.

CellAddressBox
Acellsaddressismadeupofits
columnletterandrownumberin
thatorder.Thecurrentposition
ofthecursorisalwayslistedhere.

SheetTabs
Thetabsatthebottomcontainmoresheetsofcellsallofwhicharepart
ofthesamefile.Youcanaddasmanysheetsasyourcomputers
memorywillallow.Usethearrowstoscrolltotabswhicharecreatedbut
notcurrentlyvisible.

ChangeViews
Clicktochangeviews.
MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

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Zoom
Zoominandoutofthegrid.

AbouttheTabbedRibbons
Commandsareorganizedintoribbonsandaribbonisaccessesbyclickingitstab.UnlikeolderversionsofExcel,
youcannotaddorremovebuttonsfromaribbon;however,youcancustomizetheQuickAccesstoolbar.
ChangingRibbons
Clickatabtoviewadifferentsetofbuttons.

SpecialTabs
Whenyouclickcertainobjectssuchaschartsorpivottables,new
tabswillappearwhichpertaintotheobjectyouselected.Ifyou
doubleclicktheobjectthetabwillappearanditsribbonwill
display.

Clickthe
Microsoftbutton
intheupperleft
todisplaythis
menu

HidingtheRibbon
Ifyoudoubleclickatab,itsribbonwilldisappear,makingmore
roomforthegrid.Theribbonwilltemporarilyreappearwhenyou
clickitstab.
Ifyoudoubleclickahiddenribbonstabagain,theribbonwill
remainvisible.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page5of44

QuicklyBrowseThroughTabs
Ifyouhoveryourmousewithintheribbonareaandspinyourmousewheel,youcan
quicklyscrollthroughthetabs.

SplitButtons
Somebuttonshavetwo
halves.
Thetophalfexecutesits
mostcommonlyused
command.
Itsbottomhalfbringsup
alistofoptions.

AccessingMoreOptions
Somesectionsonthe
ribbonhaveaMore
arrowwhichwillbringupa
windowwithmoreoptions.

RightClickforQuickCommands
IfyourightclickanareaorobjectinExcel,youwillgetapopup
menuandusuallyasmallformattingtoolbar.Thepopupmenu
commandswillchangetoreflecttheareaortypeofobjectyou
rightclicked.

KeyboardShortcuts
Mostshortcutkeysstillwork(forexample,Control+Ssaves).
HoweverifyouusedtonavigatethemenubypressingtheALT
key,thelettersornumbersyouhavetopressnowwillbea
differentsequence.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page6of44

TheQuickAccessToolbar
ThisistheonlycustomizabletoolbarinExcel.Youcanaddand
removebuttonsfromitandifdesired,moveitslocationtobelowthe
ribbonratherthanabove.

AddingButtonstotheQuickAccessToolbar
ThereareseveralmethodsofaddingbuttonstotheQuickAccessToolbar:
Rightclickanybuttononanytabandselect
AddtoQuickAccessToolbar.
or
Clickthedropdownarrowonitsrightand
thenclickthecommandyouwishto
appearonthetoolbar.Clickitagainto
removethecommand.

Toviewallavailablebuttons
andorganizetheQuick
AccessToolbar:

a. Rightclickanybutton.
b. ClickCustomizeQuick
AccessToolbar.
c. Selectaniconfromthe
listthenclicktheAdd
button.
d. Organizethetoolbarby
usingtheup/down
arrows.

ToRemoveButtonsfromtheQuickAccessToolbar
1. Rightclickthebuttontoberemoved.
2. SelectRemovefromQuickAccessToolbar.

MovetheQuickAccessToolbarBelowtheRibbon
Thiswillgiveyouroomformorebuttons
withoutcuttingoffyourfileonthetitlebar.

1. RightclickanybuttonontheQuickAccess
Toolbar.
2. SelectShowQuickAccessToolbarBelow
theRibbon.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page7of44

NAVIGATION
Thissectioncoversvariousmethodsavailableformovingthecursoraboutonthegrid.Itincludesbothusingyour
keyboardandthemouse.

ActiontobePerformed
Movethecursortoanother
cell:
PlacethecursorincellA1:
Movetotheleftmostcolumn
inarow.
Gotoaspecificcell:

Move25rowsup/down:

Moveonescreenleftorright:

Movebetweensheets:

Shiftthescreentodisplaythe
activecell.(Theactivecellis
thecellwherethecursoris)

UsingtheKeyboard
Usingthemouse
PresstheUp/Down,Left/Rightarrowson Clickinthecellyouwishtogoto.
yourkeyboard.
CONTROL+HOME
ClickincellA1

HOME
PressF5,typethecelladdresstogoto
andthenpressEnter.

Clickinthecellcontentsindicator
(upperleftofscreen),typethecell
addresstogotoandpressEnter.

PAGEUPmovesthecursorup25rows.
PAGEDOWNmovesthecursordown25
rows.
ALT+PAGEUPmovesthecursorone
pagetotheleft.
ALT+PAGEDOWNmovesthecursorone
pagetotheright.
CONTROL+PAGEUPtogoonesheetto
theleft.
CONTROL+PAGEDOWNtogoone
sheettotheright.

Usetheverticalscrollbarattheright
sideofthescreen.
Usethehorizonalscrollbaratthe
bottomofthescreen.

Clickonthenameofthesheetyou
wishtogoto.Usethearrowsinthe
lowerleftcornertoscrolltosheetsnot
currentlyvisible.

CONTROL+BACKSPACE
Thisisusefulwhenyouhaveusedthescrollbarstoshiftthescreenandyouwishto
returnthescreentodisplaytheactivecell.

JumptotheTop/BottomofaList
Thisisaquickmethodtomovethe
cursortothetoporbottom,leftor
rightsideofalist.
a. Clickanywherewithinthelist.
b. HoldCONTROLandthentapthe
LEFT,RIGHT,UP,orDOWNarrow
dependinguponthedirectionyou
wishtogo.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page8of44

ENTERINGDATA
Datatypedintoacellfallsintooneofthreecategories:Labels,Numbers,andFormulas.

LABEL:
Anycellthatstartswithtextisalabelcell.Inmostcases,youcannotperformmathematical
operationswithlabelcellsalthoughsomefunctionssuchasCountA(),textfunctionssuchas
Left(),Right(),andBooleanfunctionssuchasIf(),aredesignedtoworkwithlabelcells.
NUMBER:
Acellisconsideredtobeanumbercellwhenitcontainsonlynumbersordates.(Notethat$,
%,and,areallowedbecausetheyareformattingcharacters.)
FORMULA: Whenacelldisplaystheanswertoanequation,itisconsideredaformulacell.Formulasalways
beginwithan=signandcancontainnumbers,cellreferences,functions,andrangenames.

BasicStepsforEnteringData:
a. Placethecursorintothecellthatwillcontainthedata.
b. Typethedata.
c. Onthekeyboard,pressENTERorTAB.

Whenconstructingaspreadsheet,enterdatathatyouwishtoperformmathematicaloperationsonintoseparatecells.

INCORRECTThenumbersaremixedinwithlabels
soyouwillnotbeabletousetheminequations.

CORRECTThenumbersareisolatedsoyouwill
beabletousetheminequations.

WordWrapTextinaCell
Thereareacoupleofmethodsyoucanusetowordwraptextwithinacell.
ALT+ENTERwillwraptextwithinthecell.Thismethodisusefulwhenyouwishtocontrolexactlywhereina
sentencewrappingtakesplace.
Formattingcellstowrap.Thismethodallowsyoutoformatmultiplecellssimultaneouslytoallowwrapping.
Wherethesentencewrapsdependsuponthewidthofthecolumn.Itisfoundunder:HomeAlignment

TheNumberPadandNumLock

ThestandardWindowskeyboardcontainsapadwhosekeyshaveboth
numbersanddirectionalsymbolsonthem.Tospecifywhetherakey
willtypeanumberorcauseadirectionalmovement,youwillneedto
usetheNumLockbutton.
WhenNumLockispressed,thepadwillproducenumbers.
WhenNumLockisnotpressed,thepadwillproduceadirectional
movement.

Notethatmostkeyboardsrepeatthedirectionalarrowsnexttothe
numberpad.Thisallowsuserstousethenumberpadstrictlyfor
numbersandtheadditionalpadfordirectionalmovement.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page9of44

DELETINGDATA
Toerasethecontentsofacell:
1. Placethecursorinthecelltobedeleted.(Noteyoucanalsohighlightmultiplecells.)
2. PressDELETEonyourkeyboard.

REMOVINGFORMATTING
ToremoveanyformattingyouorExcelhasappliedtoacell,followthestepsbelow:
1. Selectthecell(s)whoseformatyouwishtoremove.
2. ClicktheHometab.
3. ClicktheClearbuttonandthenselectClearFormatsfromthelist.

EDITINGCELLS
Whenacellcontainssomethingthatneedstobemodified,ratherthandeletingthecellandretypingallofthe
information,youcansavetimebyeditingspecificcharacterswithinthecell.

BasicStepsforeditingacell:
ActivatingEditMode:3Methods:
a. Selectthecelltobeedited.
TherearethreewaystogointoEditMode:
b. ActivateEditmodeandmakeyourchanges.(Seetotheright)
PressingF2onthekeyboard.
c. PressEntertokeepyourchangesorpressEscapetothrowaway
Doubleclickingacell.
yourchangesandgetoutofeditmode.

ClickingintheFormulaBar.

UsingtheFormulaBartoEditCells
Forlengthyformulas,theformulabarisoftenthepreferredmethodofeditingbecauseyoucanmoreeasilyexpanditto
viewtheentireformula.
ClicktheExpandbuttonto
expandtheareavertically.

Dragthecircletoexpandtheareahorizontally.

UsingF2toToggleBetweenPoint&EditModewhileEditing
Whentypingaformulainacell,ifyoutapakeyboardarrowtogobackandmakeachange,Excelautomaticallygoesinto
Pointmodeandbeginsinsertingthecurrentcelladdressintotheformula;toavoidthis,pressF2onyourkeyboard
priortotapinganarrowkey.F2togglesyoubetweenPointandEditmodewhiletypingaformulaorinEditmode.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page10of44

USINGESCAPE&UNDOTOGETOUTOFTROUBLE
Bothofthesecommandscangetyououtoftrouble.

ESCAPE
PresstheESCAPEkeywhenyouseemtobecaughtinaloopoferrormessages,thespreadsheetseems
tobefrozen,orneedtobackoutofEditmode.
UNDO Eachtimeyoupressthisbutton,Excelwillreversethelastthingyoudid.Youcanreverseupto100
actionsduringthecurrentsession.YoucanalsopressCONTROL+Ztoundo.

SELECTINGMULTIPLECELLS
ManytasksperformedinExcelrequirethatyouselectmultiplecells.Thesemightinclude:formattingcells,deletinga
rangeofcells,printingaspecificarea,creatingcharts,movingcells,etc.Boththekeyboardand/orthemousecanbe
usedforselectingmultiplecells.

UsingtheKeyboardtoHighlightCells(UsingSHIFTtoAnchor)
Thekeyboardisusuallypreferredoverthemousewhentheareaneededtobehighlightedextendstoareasnot
currentlyvisibleonthescreen.Typically,holdingdowntheSHIFTkeyonthekeyboardtoanchorthecurrentposition
andthenusingoneofthenavigationalkeysdiscussesearlierwillgetthejobdone.Someofthemorecommonlyused
combinationsarelistedbelow.

Effect
Keystrokes
Highlightsfromthecurrentpositioninthedirectionofthe SHIFT+anyARROWkey.
arrowyoupress.
Highlightfromthecurrentpositiontotheedgeofalist.
SHIFT+CONTROL+anARROWkeyinthedirectiontogo.
HighlighttherowfromthecurrentpositiontocolumnA.
SHIFT+HOME
HighlightablockfromthecurrentpositiontocellA1.
SHIFT+CONTROL+HOME
Highlightanentirelist.
SHIFT+CONTROL+*(Usethe*abovethe8)
Highlightanentirecolumn.
CONTROL+SPACEBAR
Highlightanentirerow.
SHIFT+SPACEBAR
Highlighttheentiresheet.
CONTROL+SHIFT+SPACEBARorCONTROL+A
Highlightnonadjacentcells.
HighlightthefirstrangethenholddownyourControlkey
whileusingthemousetohighlightthesecondrange.

SelectaList(AlladjacentCellswithData)
Thisisinthelistabovebutisworthrepeating.Whenthecursoriswithinatableofdata,
itwillinstantlyhighlighttheentirelist.
a. Placethecursorinanynonblankcellinitintheareatobehighlighted.

b. Onthekeyboard,press:Control+Shift+*
(Note:Usetheasteriskabovethe8,nottheoneonthenumberpad.)

UnHighlightCells
Todeselectmultiplehighlightedcellsdooneofthefollowing:
Clickinanydesiredcell.
Tapanyarrowonyourkeyboard.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page11of44

UsingtheMousetoHighlightCells
Whenusingthemousetohighlightcells,youmustpaycloseattentiontowhereyourmouseisinrelationtoacellprior
toclickinganddragging.Ifyouarenotcareful,youwillendupcopyingormovingdataratherthansimplyhighlightingit.
Theplacementofthemouseinthecelldetermineswhatwillhappenwhenyouclickanddrag.

HIGHLIGHTSYMBOL:
Whenyourmouseisinthecenterofacellyouwillseeawhitecross.Ifyouclick&drag,cells
willbehighlighted.
MOVESYMBOL:
Whenyourmouseisattheedgeofacell,youwillseeawhitearrow.Thisindicatesthatif
youclick&drag,thecontentsofthecell(s)willbemoved.
Tip:HolddowntheControlkeytoturnamoveintoacopy.
AUTOFILLHANDLE:
Whenyourmouseisinthelowerrightcornerofacell,youwillseeablackcross.This
indicatesthatifyouclick&drag,youwitheithercopythecontentsofthecell(s)tothecells
youdragacrossorcompleteaseries.

SelectanEntireColumnorRow
Toselectanentirecolumnorrow,clicktherow
numberorcolumnletter.
Clickanddragacrossthenumbersorletterstoselect
multiplerowsorcolumns.

SelectAllCellsonaSheet
Toselectallcellsonasheet,clickonthegraysquarewhererow1andcolumnAintersect.
(OrpressControl+Aonyourkeyboard)

UsingtheMouse&KeyboardTogethertoHighlight
Thereareseveralwaystohighlightcellsusingthemouseandkeyboardcombinations.

HighlightingNonadjacentCells:
a. Click&dragtohighlightthefirstarea.
b. HolddowntheCONTROLkeyandkeepithelddown.
c. Click&dragtohighlightmorecells.
Click,thenShift+Click
ThismethodallowsyoutohighlightablockofcellsbypressingSHIFTthenclickingthe
mouse.
a. Clickinonecorneroftheblockofcellstobehighlighted.
b. HolddowntheSHIFTkeyandclickintheoppositecorneroftheblock.
MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page12of44

THEAUTOFILLHANDLE
TheAutofillhandleisthesmallblackboxwhichappearsinthelowerrightcornerofaselectedcellorrange.Generally,it
isusedinthreeways:tocompleteaseriesorpattern,tocopycellcontents,andtoapplyaformulatoadjacentcells.

UseAutofilltoCompleteaKnownSeries
IfyouuseAutofillonacellcontainingthenameofadayor
month,Autofillwillautomaticallyentertheremainingdaysor
monthsinthesequenceforyou.

a. TypeanydayoftheweekinacellandpressEnter.
b. Clickcellyoutypedinabove.
c. DragitsAutofillhandleeitherdownortotheright.
TIPCreatingCustomLists
YoucancreateyourownlistseriesbyclickingtheOfficebuttonand
thenselecting:ExcelOptionsPopularEditCustomLists

UseAutofilltoCompleteaPattern
Ifyouneedanumber,date,orquartersequence,ifyougiveExcel
twoexamples,Autofillcancompletethesequenceforyou.

a. Typeinthefirsttwoentriesoftheseries.
b. Highlightbothentries.
c. Dragthehighlightedareasautofillhandledown(inthiscase).

NotethatpatterncompletionusingAutofillalsoworkswithdates
andfromlefttorightasshownbelow.

UseAutoFilltoApplyaFormulatoAdjacentCells
Asyouwillseelateringreaterdetail,youcanalsouseAutofilltocopyandapplyaformulatoothercells.Inthe
examplebelow,wetypedourformulaincellC2andthenuseAutofilltocopyittocellsC3&C4.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page13of44

ADJUSTINGCOLUMN(ORROW)WIDTH
Acolumnswidthcanrangefrom0to255charactersandthereareseveralmethodsofadjustingitswidth.

UsingtheGroovetoAdjustWidth
Thereareseveralmethodsavailabletoadjust
columnwidthusingthegroovebetweenletters.

Placeyourmouseinthegroovebetween
columnlettersandclickanddragleftorright
tothedesiredwidth.
Doubleclickthegroovetogojustwide
enoughforthecolumnswidestentry.

Ifyouwouldliketoresizeseveralcolumnsatonce,
highlightthecolumnlettersfirstandthendoubleclick
ordragthegroovebetweenanyofthehighlighted
columns.
Tosetallcolumnsonthesheettothesamesize,click
theSelectAllbuttonbeforeresizing.

SpecifyanExactWidth
Ifyouneedtosetacolumnorcolumnstoanexactwidth,youmaypreferthis
method.

a. Highlightthecolumnstobeaffected.
b. ClicktheHometab.
c. SelectFormatandthenColumnWidth.
d. Typeinawidth(0255)andclickOK.

The######SymbolsInCells
Ifpoundsignseverappearinyourcellsinsteadofnumbers,simply
widenthecolumnandyournumberswillreappear.#appearswhen
thenumbersaretoolongtofitinthecolumnscurrentwidth.Itis
actuallyagoodthingbecauseifitweretocutoffnumbersinsteadof
displayingpoundsigns,youmightthink5000isonly50.

RoundingandUnformattedCells
Untilyouformatyourcells(coveredlater),numeric
roundingwillbeafunctionofthecolumnswidth.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page14of44

EQUATIONS
TherearetwotypesofequationsinExcel: FormulasandFunctions.*

Formulas
Theseareequationscreatedentirelybytheuserusingstandardmathematical
operatorsandprocedures.Forexample,thisformulawouldfindtheaverageofthe
numbersincellsA1throughA5:=(A1+A2+A3+A4+A5)/5 yields3.2
Notethatthiswouldalsowork:=(2+3+4+5+2)/5

Functions
ThesearepremadeequationswhichareprovidedbyExcelthatallowtheuserto
simplyplugdataintotheproperplaceintheequationwhileExceldoesfurther
mathematicalprocessing.Thepurposeoffunctionsistosavetheusertimeand
reducethelevelofexpertisenecessarytoarriveatmathematicalsolutions.
Forexample,thisfunctionwouldfindtheaverageofthenumbersincellsA1through
A5:=Average(A1:A5) yields3.2

EquationsTheBasics

AllequationsinExcel(formulasandfunctions)mustbeginwiththe=sign.
Anequationmayinclude:formulas,functions,numbers,celladdresses,rangenames,andmathematical&
comparisonoperators.
Formulasandfunctionscanbecombinedornestedintothesameequation.Forexample:=30/Sum(A1:A5)+G10
Itispreferabletocreateequationsbyusingcelladdressesratherthanthecontentsofthecell.Thisallowsyouto
updatethedatawithouthavingtoretypetheequationandtocopyequations.

FormulaExamples
BelowaresomeexamplesofformulasyoumightfindinExcel:

=(4+2)/3
=A5*1.3
=A5+C5+D5
=(A5+C5+D5)*.0775

=sum(a5:a8)/4

StandardMathematicalOperators(inorderofoperation)
Thefollowingmathematicaloperatorsareallowableinanequation.Theyarepresentedintheorderofoperationfrom
lefttoright.

Exponent
Multiplication
Division
Addition
Subtraction
Parenthesis

()

WhatisorderofOperation?
OrderofoperationsistheorderExcelprocessesdifferentpartsofanequationanditisbaseduponthemathematical
operatorused.Forexample,Excelperformsdivisionbeforeitperformsaddition,sothisequationwouldyield:
=3+6/2 evaluatesto =3+3 yields 6

However,Exceldoeswhatisinparenthesispriortowhatisoutsideofparenthesisso,ifweaddedparenthesistothe
equationabove,theorderofoperations(andtheresult)wouldchange:
=(3+6)/2 evaluatesto =9/2 yields 4.5

*ExcelalsodoessomethingcalledanArrayfunctionbutitismoreadvancedandnotcovereduntillaterguides.
MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page15of44

EXERCISE1: USINGBASICFORMULAS
Inthisexercise,wewilluseformulasandfunctionstocomputeouremployeespay.
1. OnafreshExcelworksheet,typethedatashownbelow.

WordWrap
Towordwraptextinacell,press
ALT+ENTERtomovethecursor
tothenextlineinacell.Then
continuetyping.Whendone
typing,pressENTER.

GettingtheOvertimeRate
Inthisstep,wewillcalculatethe
OvertimeRate.Atourcompany,
employeesgettimeandahalffor
overtimesoweneedtomultiply
theRegularRate(D6)by1.5.

2. ClickincellE6.
3. Type:=D6*1.5
4. PressEnter.

CopytheOvertimeRateFormula
Wealsowishtocalculatetheremaining
employeeOvertimeRates.Ratherthantyping
theformulaagain,wewillcopytheoneinE6to
E7,E8,andE9usingAutofill.
Notethatasyoucopy
down,Excelwilladjust
thecelladdressesusedin
theformulatoreflectthe
directionyoudrugthe
mouse.D6changesto
D7,D8,andD9.

5. ClickincellE6.

6. DragtheAutofillhandle
downtocellE9.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page16of44

CalculateGrossPay
GrossPayiscalculatedasfollows:RegularHours*RegularRate+OvertimeHours*OvertimeRate
7. ClickincellF6.
8. Type: =B6*D6+C6*E6andpressEnter.

CopytheGrossPayFormula
Again,ratherthantypingeach
employeesgrosspayformula,wewill
copySusans.Thistime,ratherthan
draggingtheAutofillhandle,wewill
doubleclickit(bothwork).

9. ClickincellF6.(SusansGrossPay.)
10. DoubleclicktheAutofillhandle.

NoteaboutRelativeReferencing
Ifyouarescratchingyourheadwonderingwhycopyingaformulaworks,thesecretisRelativeReferencing.
Essential,whenyouuseCopy&PasteorAutoFilltocopyaformula,Excelwillshiftcelladdressusedintheformula
toreflectthedirectionofthecopy.
VerticalCopyChangesRowNumbers
Whenyoucopyvertically,Excelupdates
therownumbers.Intheformulastothe
right,thecolumnletterremainsDbut
therownumberschange.

HorizontalCopyChangesColumnLetters
Whenyoucopyhorizontally,Excel
updatesthecolumnletters.Inthe
formulastotheright,therownumber
remains4butthecolumnletters
change.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page17of44

UsingaVariableCelltoCalculateTaxes
Nextwewishtocalculatehowmuchouremployeespayintaxes.Forsimplicity,we
willassume30%ofeveryonesGrossPaygoestotaxes.

Wecoulddothisasshowntotherightbyincludingthe.3intheequation:=F6*.3
WedidsomethingsimilartothiswhenwecalculatedtheOvertimeRate;however,
wewilltakeadifferentapproach.

Letsassumeweliveinsomestrangeunstablestatewherethetaxratechanges
daily.Whentheratechanges,wewouldhavetoeditourequationandthencopyit
downagaintoapplyittotheremainingemployees.Ratherthanusingthismethod,
wewilldothefollowing:
Wewillplaceourrateinacellbyitselfandtheninourequation,refertothecellsaddressratherthantheactual
rate.Thatway,allwehavetodoischangetherateinthevariablecell(B3)andallofourformulasusingthatcells
addresswillautomaticallyupdate.ThistechniqueiscalledusingaVariableCellandisoftenusedwhennumbers
andrateschangeconstantlysuchasinterestrates,exchangerates,etc.
11. ClickincellA3.
12. TypeTaxRateand
pressenter.
13. ClickincellB3.
14. Type.03andpress
enter.
15. ClickincellG6.
16. Type:=B3*F6
17. PressENTER.

Notethatifyouchange
thevalueincellB3,the
resultincellG6will
updateautomatically.

CopytheTaxesFormula
Now,aswehavedonebefore,wewillcopytheformulaincellG6toapplyittotheremainingemployees.

18. ClickincellG6.
19. DoubleclickitsAutofillhandle.
Youmayhavenoticedthatsomethingwenttragicallywrong.Notonlyare
yougettingtheincorrectanswersinthecellsyoucopiedittobutinoneyou
aremostlikelygettinganerrormessage!

SeethenextpageforadiscussiononAbsoluteAddressesandhowtofix
thisproblem.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page18of44

ABSOLUTEADDRESSES
AswesawtwopagesagointheNoteabout
RelativeReferencing,thatwhenyoucopya
formulatoanewlocation,anycelladdressesin
thedestinationcellswillupdateinthedirection
ofthecopy.ThisisknownasRelative
Referencing.Forexample,intheimagetothe
rightwetypedthisformulaincellE6:=D6*1.5
Whenwecopieditdown,therownumbers
updatedtoD7,D8,andD9.

AbsoluteAddressing
Insomecasesyoumaynotwishthecellreferencestoupdatewhenyoucopyaformula.Onthepreviouspage,
whenwecopiedourTaxesformula,wegotwronganswersandanerror.Thisisbecausethecelladdressesinthe
copiedformulasshiftedawayfromourmultiplierincellB3.

20. Onyourkeyboard,press:Control+~(Thiswilldisplaytheformulasratherthanthesolutions)

Wewantedtomultipleeachpersonsgrosspayby.30
whichisincellB3;however,whenwecopieddown,
B3updatedtoB4,B5,andB6.

Usingthe$tolockaCellAddress
Ifyouneedtopreventtheaddressofacellfromshifting
whenyoucopyit,thentypeadollarsign($)infrontofthe
rownumberorcolumnletteryouwishtofreeze.

21. PressControl+~againtodisplaythesolutionsrather
thantheformulas.
22. DoubleclickcellG6togointoEditmode.
23. Typea$intotheleftofthe3andpressENTER.
24. CopytheformuladownthroughG9.
YoushouldnowhavethecorrectanswersincellsG7:G9andifyoupressControl+~youwill
seethattheB3didnotshift!(PressControl+~againtogetyoursolutionsback).

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page19of44

OverviewofAbsoluteAddresses
Belowaresomeguidelinesofwhentouseabsoluteaddresses.
Useabsoluteaddresseswhenyouarecopyingaformulaandyoudonotwantthecellreferencestochange.
Placethe$infrontofthecolumnletterorrownumberyouwishtolockin.
FunctionKey4(F4)willplacethe$incellsreferenceswhenineditordataentrymode.PressingF4repeatedlyshifts
wherethe$willappear.

Examples:

CopyingHorizontally:
Placethe$signinfrontofthecolumnletterwhencopyinghorizontally.Inthisexample,theformulain
cellB5iscopiedtotherightandcellB1isanabsoluteaddress.

CopyingVertically:
Placethe$signinfrontoftherownumberwhencopyingvertically.Inthisexample,theformulain
cellC4iscopieddownandcellB1isanabsoluteaddress.

CopyingVertically&
Horizontally:

Placethe$signinfrontof
boththerownumberandthe
columnletterwhencopyinga
formulabothverticallyand
horizontally.

Inthisexample,theformulain
cellD4iscopieddown,then
cellsD4:D6arecopiedtothe
rightonecolumn.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page20of44

CalculateNetPay
NetpayissimplyGrossPayTaxes.

25. ClickincellH6.
26. Type:=F6G6andpressEnter.

CopyNetPayDown
27. ClickincellH6.
28. DoubleclicktheAutofillhandleinH6tocopythe
formuladowntotheremainingemployees.

CalculateTotalGrossPay
WeneedaTotalGrossPay
becauseinthenextsection,we
willbeusingitinanequation.

29. ClickincellF10.
30. Type:=F6+F7+F8+F9
31. PressEnter.

Notewewilllookatafaster
methodtosumlater.
CalculatePercent
Inthissection,wewishtodivideeachemployeesGrosspaybytheTotalGrosspaytofindwhatpercentofthe
TotalGrosspayeachemployeereceives.NotethatweneedtomakeTotalGrosspay(F10)anabsoluteaddress.

32. ClickincellI6andtype:=F6/F$10andpressEnter.
33. ClickagainincellI6.
34. DoubleclickitsAutofillhandletocopytheformuladown.

Youshouldseeresultssimilartotheimageontheright.We
willcoverconvertingittoapercentlater.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page21of44

USINGFUNCTIONS
Upuntilnow,allofourequationshavebeenformulas.Wewillnowbeginusingfunctions.Functionsarebuiltin
formulasthatallowtheusertoplugcelladdressesornumbersintotheproperslotsofapremadeequationwhichExcel
willusetoarriveatananswer.Theirbenefitisthattheyaretypicallyshortertotypethanformulas.Excelhashundreds
offunctionsavailablewhichcoversuchtopicsasstatistics,trigonometry,engineering,etc.

Functionsareinthefollowingformat: =FunctionName(arguments)

Example:

UsingtheSum()Function

Earlier,wecalculatedTotalGrosspaybytyping:=F6+F7+F8+F9toarriveatoursolution.Thisisfineforjust4employees
butwhatifwehad500employees?Notonlywouldthatbealotoftypingbutitwouldbewelloverthe255character
maximumyouareallowedtotypeinacell.WewillusetheSum()functioninstead.

TheSUMfunctionaddsallcellstogetherbetweentwopoints.Itcanbeusedtoaddnumbersinarow,column,orifyou
nametwodiagonalcornersofablockofcells,itwilladduptheentireblock.

Syntax: =Sum(Startingcelladdress:EndingCellAddress)

(Notethatthecolon:isarangeseparator.)

1. ClickincellF10andpressDeletetoeraseitscontents.
2. InF10,typethefollowing:=Sum(F6:F9)
3. PressEnter.

ThisfunctiontellsExceltosumupeverything
betweenF6andF9.(IncludingF6&F9)

UsingSumonaBlockofCells
Youcansum(orcount,average,max,ormin)ablockofcellsifyounametwocellswhichareatoppositecornersof
theblock;specifically,theupperleftcornerandthelowerrightcorner.Forexample,ifyouwantedthetotal
RegularandOvertimehours,youcouldtype:=sum(B6:C9)
UsingSumwithMultipleRanges
Youarenotlimitedtoasinglerangewhenusingsum,count,average,max,ormin.Tospecifymultipleranges,

separateeachrangewithacomma.Forexample:=Sum(A1:A12 F2:F5 G10 B1:G1)


Noteyoucanalsojustnameasinglecell;
itdoesnothavetobearange.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page22of44

MoreFunctions
Thespreadsheetbelow
coversafewmorefunctions
youmightfinduseful.

1. Createthelabelsshown
incellsA12throughA15.

Average()Function
Thisfunctionreturnsthe
averageofthenumbersinthe
rangespecified.

2. ClickincellB12.
3. Type:=Average(F6:F9)
4. PressEnter

Youshouldget436.875

Count()Function
Thisfunctionreturnsthenumberofcellswhichhave
numbersinthemforthegivenrange.Notethatcellswith
textandblankcellswillnotbecountedbutcells
containingazero(0)willbe.

5. ClickincellB13.
6. Type:=Count(B6:B9)
7. PressEnter

Youshouldget4.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page23of44

Min()Function
Thisfunctionreturnsthesmallestvalueinarangeofcells.
Inthisexample,wewishtoknowtheleastnumberof
RegularHoursworked.

8. ClickincellB14.
9. Type:=Min(B6:B9)
10. PressEnter.

Youshouldget10because10isthesmallestnumberin
therange.

Max()Function
Thisfunctionreturnsthelargestvalueinarangeofcells.
Inthisexample,wewishtoknowthelargestnumberof
OvertimeHoursworked.

11. ClickincellB15.
12. Type:=Max(C6:C9)
13. PressEnter.

Youshouldget12because12isthelargestnumberinthe
range.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page24of44

THEFUNCTIONLIBRARY
TheFunctionLibrarycanbeusefulforbothlearningfunctionsandinsertingthem.
1. ClicktheFormulastabtoseethetoolbarshownbelow.

Selectacategorytoview
functionsbytheirtype.

Thisbutton
willinstantlytype
theselected
functionforyou.
Useyourmouse
tospecifywhich
cellsshouldbe
includedafter.

ClickHelptogetinstructionson
usingthehighlightedfunction.

fxThisbutton
allowsyoutobrowse
allfunctionsby
openingthewindow
above.Ifyouclickok
ontheselected
function,Excelwill
helpyoubuildit.

FunctionCategoriesThesearecategoriesoffunctions.Clickoneto
getalistoffunctionsinthatcategory.Clickafunctiontobringupits
argumentswindow(shownbelow).
Clickthecollapsebuttonstoviewtheworksheetandhighlightcell
addresses.

InsertFunctionis
alsolocatedon
theformulabar.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page25of44

TipsonWorkingwithFunctions
Belowaresomemethodsyoucanutilizetocreatefunctionsmorequickly.
AutoCompleteFunctions
Whenyoubegintypingafunction,Excelwillbring
upalistoffunctionswhichmatchthelettersyou
aretyping.Asyoucontinuetotype,thelistwillbe
narroweddown.

Youcantapyourdownarrowtohighlighta
functionandthenpressTABtomakeExcelfinish
typingthehighlightedoneforyou.
SyntaxTags
Asyoutypeaformula,Excelwilldisplaythesyntaxoftheformula.Itisalso
givingyousomeclues:
BoldTextFormultiargumentformulas,thetextinboldindicatesthe
sectionoftheformulayouarecurrentlyin.
[bracketedText]Bracketedargumentsareoptionalandcanbeleftoutif
desired.Forexample,withSum(),youmusthaveoneargumentbutcan
havemoreifyouwishasindicatedby[number2]

UsingtheMousetoSelecttheRange
Youcanuseyourmousetohighlightarangeratherthantyping.
a. Clickinacellandtype:=Sum(
b. Clickanddragthecellswhichwillbeincludedintherange.
c. PressEnter.Excelwilladdtheclosing)foryou.

ALT+=
HoldingdownyourALTkeyandpressingthe=buttonwilltypethe=Sum()
functionforyou.Ifnecessary,beforehittingenteryoucanuseyourmouseto
redefinetheareatobesummed.

NestingFunctions
Anequationcancontainmultiplefunctionsaswellasfunctionscombinedwithmathematicalformulas.
Inthisequation,wewishtodivideeachpersonstotalhours(RegHrs+OTHrs)bythetotalhoursofall
employees.Thefirstsum()functiongetsanindividualstotalhours.Wethendividethatbythetotalhoursofall
employeeswhichis
calculatedbythesecond
Sum()function.Afterthat,
wemultipliedthesolution
by100.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page26of44

INSERTING/DELETINGENTIRECOLUMNSANDROWS
WhenyouinsertordeleteacolumnorrowinExcel,dataandformulaswillautomaticallyshifttoanewlocationandany
cellreferencesusedinformulaswillautomaticallyupdatetoreflectthenewlocation.Thisistrueforformulasusing
absoluteaddressesaswell.

InsertingEntireColumns
Whenyouinsertacolumn,thenewcolumnwillappearto
theleftofthecurrentcolumn.
Toinsertanewcolumn:
a. Rightclickanexistingcolumnletter.
b. SelectInsertfromthepopupmenu.

InsertingEntireRows
Whenyouinsertarow,thenewrowwillappearabovethecurrentrow.Aswith
insertingcolumns,formulaaddresseswillautomaticallyupdateshouldtheir
locationbeaffectedbytheinsert.Toinsertarow:

a. Rightclickanexistingrownumber.
b. SelectInsertfromthepopupmenu.

DeletingEntireColumns/Rows
Notethatwhenyoudeleteacolumnorrow,alldatainthatcolumnorrowisalso
deleted.Anyformulaaddressesaffectedbythedeletewillupdatetothenew
location.Todeleteacolumnorrow:

a. Rightclicktherownumberorcolumnletteroftheroworcolumntobedeleted.
b. SelectDelete.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page27of44

MOVINGCELLS
Becauseinserting/deletingcolumns&rowsaffecttheentireroworcolumn,youmayjustwishtomustmovecells.
Thereareseveralmethodsyoucanusetoaccomplishthis.Notethataddressesusedinformulaswillautomatically
updateforthemethodsshown.
CuttingandPastingthecells
DraggingtheCells
ShiftingCellsUsingInsert
MovingColumns/Rows

MoveCellsUsingCut&Paste
ThismethodutilizestheWindowsclipboardtocutandpastecellstotheirnewlocation.Itisausefulmethod
whenyourdestinationisnotneartheoriginallocationoronanothersheet.
a. Highlightthecellstobemoved.
b. ClicktheHometabandthenCut
.(Alternately,youcanpressCONTROL+Xonyourkeyboard).
c. Clickincellinthenewlocation.Theblocksupperleftcornerwillbelocatedinthecellyouselect.
(C5inthisexample).
d. ClicktheHometabandthenclickPaste.(Alternately,youcanpressCONTROL+Vonyourkeyboard).

MovingCellsUsingDrag&Drop
Forthismethodyousimplydragacellorblockofcellsbytheiredge.Itisusefulwhenthedestinationisnearthe
originallocation.
a. Highlightthecellstobemoved.
b. Grabtheedgeoftheblock.
Thissymbolwillappearwhen
yourmouseisinthecorrect
position.
c. Click&dragtheblocktothenew
locationandreleasethemouse.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page28of44

ShiftingCellsUsingInsert
Thismethodinsertsblankcellsinthelocationindicated,shiftinganyexistingcontentoutoftheway.Itcanshift
cellsrightordownandisusefulwhenyoujustwanttoshiftthecellsafewcolumnsorrowsfromtheiroriginal
location.Inthisexample,wewillshiftourdatatwocolumnstotheright.
a. Highlightanareawhere
blankcellswillbe
inserted.
(Inthisexample:
B5:C10.Everythingto
therightoftheblockwill
beshiftedtocolumnsto
theright.)
b. Rightclickwithinthe
block.
c. SelectInsert.

NotewearealsoincludingB10&C10.Ifwedidnt,theTotalGross
wouldnotshiftandwouldbetotalingtheRegularRateratherthan
theGross.

d. SelectShiftcellsright.
e. ClickOK.

Theblankcellsareinsertedintheareayouhighlightedandin
thisexample;anythingtotherightisscootedovertotheright.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page29of44

MovingColumns(orRows)
Ifyouneedmoveanentirecolumnorrow,onemethodisto
cutthecolumnandtheninsertthecutcells.Wheninserting,
thecolumnwillbeinsertedtotheleftofyourtargetcolumn
androwswillbeinsertedaboveyourtargetrow.

Inthisexample,wewishtoplacetheOvertimeRateadjacent
totheRegularRate.(OnRegularRatesleft.)
a. Rightclickthecolumnletterto
bemoved(E).
b. SelectCut.

c. Rightclickthecolumnletterwherethecutcolumnwill
beinsertedtotheleftof(D).
b. SelectInsertCutCells.

OTRateshouldnowbeadjacenttoRegRateonitsleft.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page30of44

FORMATTINGCELLS
Whenyouformatcells,youarespecifyingthewayacellscontentisdisplayed.Forexample,displayingdollarsigns,
commas,percentsymbolsonnumbers;aligningcontentinthecenterorleftofacell;changingacellscolor,etc.Itis
importanttounderstandthatyouarenotchangingtheactualdatainthecell,justhowExceldisplaysit.Ifyouclearthe
formattingyouhaveapplied,thedatawilldisplayasitdidpriortoapplyingtheformatting.Someofthemorecomplex
formattingoptionsareshownoverthenextfewpages.

MethodsofAccessingFormattingCommands
Thereareseveralwaysofaccessingformattingcommands.Mostareshownbelow.
RightClickforFormattingToolbar
Ifyourightclickcellsyouhavehighlighted,asmall
formattingtoolbarwillappear.Thiscontainsthemost
commonlyusedformattingoptions.

FormatCellsDialogueBox
Thisboxcontainsacompleteinventoryofall
formattingcommands.Youcanaccessitin
severalways:

RightclickacellandselectFormatCells.
PressingControl+Shift+F
Clickoneofthedialogueboxbuttonson
theHometab.

HomeTab
ThemostcommonlyusedformattingoptionsarelocatedontheHometab.

Font
Mostofthese
optionsarefor
formattingtext;
however,borders
andbackground
colorarealsohere.

Alignment
Usethese
optionsto
controlcell
contents
alignment,
rotation,and
indention.

Number
Usethese
optionsto
formatnumbers
withcommas,
dollarsigns,etc.

Styles
Theseare
combinations
offormatting
&conditional
formatting.

Cells
Mostof
thesearefor
either
column
widthortab
sheets.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page31of44

NumberFormatting
Thisincludesdisplayingnumberswithpercentsymbols,dollarsigns,commas,andthenumberofplacestodisplayto
therightofthedecimalpoint.
a. ClicktheHometab.
b. Highlightthecellstobeaffected
(Theymustcontainsnumbersorformulas).
c. Selectanumberformat.

Formorechoices,clickeitherthedialogue
boxbuttonorthedropdownarrow.
DecimalPrecision
Controlthenumberofplacestotherightofthedecimalpoint,
dothefollowing:

a. Formatthecellsusingoneofthenumberformats.
b. ClickeithertheIncreaseDecimalorDecreaseDecimal
buttonslocatedintheNumberareaoftheHometab.

FormatCellsDialogueBox
YoucanalsoopentheFormatCellsDialogueBoxbyclicking
MoreNumberFormats.

Thesecellswere
formattedas
Percentage.

Thesecellswere
formattedas
Currency.
ThesecellswereformattedasComma.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page32of44

Alignment
Thissectioncovershowtoalignthecontentsofacellwithinthecellandacross
multiplecells.Bydefault,Excelalignstextcellstotheleftandnumberandformula
cellstotherightwhichdoesnotalwayslookgoodsomostuserswillchangethe
alignmentofthetextcells.(Youcanchangethealignmentofnumbersbuttheir
decimalpointsmaynolongerlineup.)

1. ClicktheHometabtoseetheAlignmentbuttonsshownbelow.
TextAngle
Clickthedown
arrowtoselecta
textangle.

VerticalAlignment
Usethesebuttonstoalignthe
contentsofcellsvertically.
(Noteyoumayhavetowiden
yourrowwidthtoseeany
affect.)

WrapText
Wrapstexttoolongtoappear
inthecurrentcolumnwidth
onmultiplelines.

HorizontalAlignment
Usethesebuttonstoalignthe
contentsofcellshorizontally.

Increase/DecreaseIndent
Indents/UnIndentscontent
withinthecell.

FormattingDialogueWindow
Showsallformattingcommands
availableinExcel.

Merge&Center
Centerstextacrossmultiple
columns.

CenterAcrossColumns(Merge&Center)
Thisfeatureallowsyoutocenteracellscontentacrossmultiplecolumns.Itisusefulwhenyouwishtohaveatitle
overyourspreadsheet.Notethatyoucanonlymergeonerowatatime.
1. Highlightthecellyouwishtocenterandtheareayouwishtocenteritwithin.

2. ClicktheMergeandCenterbuttonlocatedontheHometoolbar.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page33of44

Borders
Bordersallowyoutoplacelinesaroundacellorgroupofcells.Youcanplacetheminanycombinationabove,below,
left,right,ordiagonallythroughacells.Youcanalsospecifyaborderscolor,thickness,andstyle(double,dashed,etc.).
Toapplyborders,youcanworkintwodifferentways:
Highlightthecellstobeaffectedandthenselectoneoftheborderplacementbuttons.
UsetheDrawBorderbuttontoclickdrawtheborderusingyourmouse.

Highlight&PlaceMethod
Usingthismethod,wewillhighlightthecellstobeaffectedandtheselectaborderbuttonwhichwillplacethe
borderontheleft,right,top,orbottomoftheselectedcells.Excelwillusethedefaultcolorwiththismethod.
1. Highlightthecellsto
beaffected.
2. ClicktheHometab.
(Orrightclickthe
highlightedarea.)
3. ClicktheBorders
dropdown.

4. Selectwhichsideofthehighlightedcellsyouwouldlike
toplacetheborder.(InthisexampleweselectedThick
BottomBorder.)
5. Clickawayfromthehighlightedareatoseetheaffect.

DrawBordersMethod
Tousethismethod:
a. SelectaLineColor,LineStyle,ortheDrawBorder
button.
b. Clickanddragwhereyouwouldliketoplacethe
border.
c. Tostopdrawing,pressEscapeonyourkeyboard.

MoreBorders
Seethenextpageforinfoonhowtousetheseoptions.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page34of44

UsingtheMoreBordersWindow
Thismethodisusefulwhenyouhaveaveryspecifyideaofwhatcolor,weight,andstyleyourbordersshouldbe.
1. Highlightthecellstobeaffected.

2. PressCONTROL+1toopenthe
FormatCellswindow.

3. ClicktheBorderstab.

4. SelectaStyle.

5. SelectaColor.

6. Useeithertheplacementbuttons
orclickthediagramtocontrol
wheretheborderisplaced
aroundthehighlightedcells.

7. ClickOK.

FormatPainter(CopyFormatting)
TheFormatPainterallowsyoutocopyacellsformattingtoothercells.Itisusefulwhenyouhaveapplieda
combinationofformatstoacellandwishtoalsoapplythesameformatstoothercells.Thecellscontentswillnotbe
copied,onlyitsformat.UsetheFormatPainterasfollows:

1. Selectacellwhoseformatyouwishtocopy.
2. ClicktheFormatPainterbuttonlocatedontheHometab.
3. Clickanddragoverthecell(s)youwishtoapplycellformattingto.

Note:Theformatpainterwillautomaticallyshutoffafteroneuse.TomaketheFormatPainterstayon,DOUBLEclick
it.Toshutitoff,singleclickitorpressESCAPEonyourkeyboard.

ClearFormatting
Thesestepswillremoveanyformattingfromtheselectedcells:

1. Highlightthecellswhoseformattingwillberemoved.
2. ClicktheHometab.
3. ClicktheCleardropdownandselectClearFormats.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page35of44

PRINTING
UnlikeapplicationssuchasWordorPowerPointwhichforceyourworktofitonan81/2x11page,Excelallowsyouto
createworksheetsofalmostanydimension.Whenprinting,thiscancreateachallengeincontrollingwhereExcelbreaks
upyoursheetintodifferentpages.Thereareseveraldifferentwaystoprintandseveraloptionstohelpyouprintyour
workasyouwishittoappear.Thenextfewpagescoverthemostcommonlyusedprintingoptions.

QuickPrintUsingtheDefaultSettings
Ifyousimplywishtoprintoutyoursheetusing
thedefaultsettings,followthestepsbelow.
1. ClicktheMSOfficebutton.
2. HoveroverPrint.
3. SelectQuickPrint.

Yourjobwillbesentdirectlyto
theprinterusingdefaultsettings.

UsingPrintPreview
Ifyouwishtopreviewyourworkpriortosendingittotheprinter,followthestepsbelow.
1. ClicktheMSOfficebutton.
2. HoveroverPrint.
3. SelectPrintPreview.
PageSetup
OpensthePageSetup
dialogueboxwhich
containsmanyprint
options.

Zoom
Clickto
magnifythe
preview.

NextPage/
ClosePrintPreview
PreviousPage
Returnstheviewto
thespreadsheet.
Showsthenextor
previouspage.
(Iftherearenoother
pagesthebuttonswill
notbeavailable.)

Print
OpensthePrint
windowsoyoucan
selectaprinterand
printthejob.

ShowMargins
Whenchecked,you
candragthemargin
linestosetthemargin
fromprintpreview.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page36of44

MakingYourDataFitonaPage
Forlargespreadsheets,therearenoviableoptionstoprintalldataonasinglepage;however,ifjustafewcolumns
orrowsofdataspillovertothenextpage,thereareseveralsolutionsyoucantry.Theycanbeaccomplishedfrom
thePageSetupbuttonshownonthepreviouspageoronthePageLayouttabshownbelow.Someofthe
optionsare:Selectingalargerpapersize,decreasingthemargins,formattingyourdatawithasmallertypesize,
printinglandscape,andfinally,compressingtheprintout.

1. ClickthePageLayouttab.
ScaletoFit
Theseoptionswillforce
thedatatofitonthe
Orientation
numberofpagesyou
Printingsideways
specify.Notethat
(landscape)canhelp
legibilitycansufferat
fitatoowide
extremecompressions.
spreadsheettoa
singlepage.

Margins
Ifapagealmostfitsononepage,
decreasingthemarginsmaygiveit
enoughroomtofitcompletely.
CustomMarginsallowyousomake
yourownmarginsettings.

Size
Selectinga
largerpaper
sizesuchas
legalmayallow
thedatatofit
onasingle
page.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page37of44

PrintingaSpecificArea
Bydefault,whenyouclickPrint,Excelwillprintalldataontheactivesheet;however,youcaninstructExceltoprint
justaspecifyareaofasheet.Thetwomethodsyoucanuseforthisareshownbelow.
PrintSelectionMethod
Thismethodisusefulifyouintendtoprinttheareaspecifiedjustonce;
forallotherprints,youwillbeprintingouttheentiresheet.
1.
2.
3.
4.
5.

Highlighttheareatobeprinted.
ClicktheOfficebutton.
ClickPrint.
ClickSelection.
ClickOKtoprint.
(OrPreviewto
previewtheprintout
beforeprinting).

SetPrintAreaMethod
Thismethodisusefulifwheneveryouprint,youwillalwaysbeprinting
justaspecifiedarearatherthantheentiresheet.
1.
2.
3.
4.
5.
6.

Highlighttheareatobeprinted.
ClickthePageSetuptab.
ClickthePrintAreabutton.
ClickSetPrintArea.
ClicktheOfficebuttonandthenclickPrint.
SelectActiveSheet(s)andclickOKorPrintPreview.
Tip
Totemporarilyprinttheentiresheet
again,selectIgnoreprintareas.

Notethatoncetheprintareahasbeenset,younolongerhavetohighlighttheareayouwish
toprint.NowwhenyouclickActiveSheettoprint,onlythesetprintareawillprint.Notethat
specifyingSelectionasshownabovewilltemporarilyoverridetheSetPrintArea.

ClearingthePrintArea
Ifyouwishtocleartheprintarea,clickClearPrintAreaasshown.

PrintingNonAdjacentAreas
IfyouareusingtheSetPrintAreamethodtoprintaspecificarea,youcanaddtothe
printedareabyselectinganotherareaandthenselectingAddtoPrintArea.
NotethatExcelwillprinteachnonadjacentareaonaseparatepage.

Alternately,youcanalsoholddownyourControlkeyonyourkeyboardtoselectnon
adjacentareasandthenchooseprintSelectionaswedidabove.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page38of44

HidingColumnsorRowsfromtheSpreadsheetandthePrintout
Ifyouwishtohidespecificcolumnsorrowsorprintdatainnonadjacentrowsadjacently,onemethodistohide
columnsorrows.Inthisexample,wewishtohidethecolumnsindicatedbytheshading.

1.

2.
3.

Clickanddragyourmouseacrossthecolumnlettersyouwishtohide.
(Tip:HolddownyourCONTROLkeytoaddadditionalnonadjacentcolumnstotheselection.)
Rightclickanyoneoftheselectedcolumnletters.
SelectHidefromthepopupmenu.

4. Printasdesired.

UnhideColumns/Rows
Tounhidecolumns/rows,youmustfirstselectthecolumnorrowyouwouldliketounhidebyeither
clickingtheSelectAllbuttonorselectingcolumnsoneithersideofthehiddencolumnsorrows.
Then,rightclickoneofthehighlighted
columnletters(orrownumbersifyou
hidrows),andselectUnhide.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page39of44

WorkingwithPageBreaks
Whenyourprintoutrequiresmultiplepages,Excelwillautomaticallydeterminewheretobreakthedata.Ifyou
wouldliketospecifyyourselfwherethebreaksshouldappear,followthestepsbelow.

InsertingaNewPageBreak
WhereExcelinsertsabreakdependsuponthelocationofthecursor.

1. Specifywherethebreakshouldoccurbypositioningthecursor.(Seebelow).

Horizontal&VerticalBreak
Ifyourcursorisinacellwhenyouinserta
pagebreak;Excelwillplaceahorizontal
breakintherowdirectlyabovethecellanda
verticalbreakinthecolumndirectlytothe
leftofthecell.

HorizontalBreakOnlyIfyouclickarow
numberwhenyouinsertapagebreak;Excel
willplaceahorizontalbreak(only)acrossthe
rowabovetheselectedrow.

VerticalBreakOnlyIfyouclickacolumn
letterwhenyouinsertapagebreak;Excel
willplaceaverticalbreak(only)inthe
columntotheleftoftheselectedcolumn.

2. ClickthePageLayouttab.
3. ClicktheBreaksbutton.
4. SelectInsertPageBreak.

RemoveaPageBreak
Toremoveasinglepagebreak,
placethecursorintherow
belowthebreakorthecolumn
toitsrightandthenclick
RemovePageBreak.

RemoveallManuallySetPageBreaks
Toremoveallpagebreaksyouhave
manuallysetclickResetAllPage
Breaks.Notethatanypagebreaksthat
Excelhasplacedwillstillbethere.

Notethatbreaksmay
notfunctionas
expectedifWidthand
Heightarenotsetto
Automatic.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page40of44

UsingPageBreakPreviewtoSetPageBreaks
Thisviewallowsyoutomoreeasilysetpagebreaksandpreviewhowthepageswillprintout.
1. ClicktheViewtab.
2. ClickPageBreakPreview.

(Whenyouaredone,clickNormal
toreturntonormalviewing.)
3. Thebluelinesarepagebreaks.Clickanddragthemtomovethelocationofapagebreak.
4. Seethepreviouspageforinstructionsonhowtoinsetmorepagebreaks.

SetPageOrder
Whenyourdataistobeprintedonmultiplepagesas
shownintheimageabove,youcanspecifytheorder
thepageswillprint.Therearetwochoices:
1

Over,thendown
1.
2.
3.
4.
5.

Down,thenover

ClickthePageLayouttab.
ClickthePageSetupbutton.
ClicktheSheettab.
SetthedesiredPageOrder.
ClickOK.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page41of44

CenteringDataonthePrintedPage
Providingthatthereiswhitespacearoundyourdataonthepaper,youcanhaveExcelautomaticallycenterit
horizontallyand/orverticallyonthepage.
1. ClickthePageLayouttab.
2. ClickthePageSetupbutton.

3. ClicktheMarginstab.
4. CheckHorizontallytocenterthedata
leftandrightonthepage.
5. CheckVerticallytocenterthedataup
anddownonthepage.
6. MakemoresettingsorclickPrint,Print
Preview,orOKdependinguponwhat
youwishtodonext.

PrintGridlinesand/orRowNumbersandColumnLetters
Sometimesitisdesirabletoincludetheworksheetgridlinesand/orcolumnlettersandrownumbers.Notethat
thisisindependentofanylinesyouplacedusingBorders.

1. Followsteps12above.
2. ClicktheSheettab.
3. CheckGridlinesifyouwouldliketo
printouttheworksheetgridlines.
4. CheckRowandcolumnheadingsif
youwouldliketoprintouttherow
numbersandcolumnletters.
5. MakemoresettingsorclickPrint,
PrintPreview,orOKdepending
uponwhatyouwishtodonext.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page42of44

RepeatingColumnorRowTitles
Ifyouhavealongtablewherethedataflowsintothenextpage,itisuseful
torepeatanytitlesabovethedataonthesuccessivepages.

Thisisthefirstpage.

Thisisthesecondpage.Withoutthecolumntitles,itisdifficultto
keeptrackofthemeaningofthedatayouareseeing.

Inthisexample,wewillrepeatrow1whichcontainsthecolumntitlesonallsuccessivepagesoftheprintout.
1. ClickthePageLayouttab.
2. ClickthePrintTitlesbutton.

3. ClicktheCollapsebuttonforRowsto
repeatattoptotemporarilycontract
thedialoguebox.

4. Clickanywhereintherowyouwishto
repeatatthetopofeveryprintedpage.
(Inthisexample,weclickedinrow1.)

5. ClicktheExpandbutton
toreturntothedialogue
box.
6. ClickOK.

Whenyouprint,yourtitleswill
nowappearatthetopofeach
page.
NotethatTitlesaredifferentthanHeaders(whichiscoveredonthenextpage).Titlesemanatefromdataon
yourspreadsheetandwilllinewithanydatabeneathitinthesamecolumn.Titlesarealmostalwaysusedtorepeat
columnheadingsonthenextpageoflonglistsforthepurposeofclarity.Headersaretypedorcodedanddonot
automaticallylineupwithanycolumnsonyourspreadsheet.Headersaregenerallyusedtodisplaythenameofthe
file,author,pagenumber,date,etc.

MarshallSchoolofBusiness

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page43of44

HeadersandFooters
Headersandfootersareusedtodisplaydates,filenames,pagenumbers,images,orjustaboutanythingelseyou
wouldlikeatthetop(header)orbottom(footer)ofeachprintedpage.Tocreateheaders&footers,youcanselect
frompremadeoptionsorcreateyourown.
1. ClickthePageLayouttab.
2. ClickthePageSetupbutton.

3. ClicktheHeader/Footertab.
SelectingfromPremadeChoices
ClickeithertheHeaderorFooter
dropdowntoselectfrompremade
combinationsofdata.

CustomHeaders&Footers
Ifyouwouldliketocreateyourownheaders
orfooters,clickeithertheCustomHeader
orCustomFooterbutton.
Thethreesections
(Left,Center,&
Right)controlwhere
codeortextyoutype
willalignatthe
bottomortopofthe
page.

Youcanclickinthe
sectionsandtypeor
clickoneofthecode
buttons.

Hoveryourmouseon
abuttontoviewa
descriptionofit.

MarshallSchoolofBusiness

InsertCodeClickingthesewill
insertcodeforthepage
number,date,etc.,intothe
currentlyselectedsection.

Formatting
Clickthisto
formattext.

InsertImage

WayneWilmeth

ExcelBeginning_07.docx

10/3/08

Page44of44

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