Professional Documents
Culture Documents
Budgeting
Annual reports
Income statements & Income Tax
Calculations
Payroll
Invoices & Bills
Accounts Payable & Receivable
Production & Marketing Analysis
Investments and loans analysis
Banking
Inventory control
Tender evaluation
Scientific Calculations
cost effective analysis
Target/ Performance Analysis
Starting Excel
Click on Start button of taskbar and choose Microsoft Excel from the item
Program; or click on Excel’s button from Microsoft Office Taskbar.
Microsoft Excel by BALJEET SINGH/2
Title Bar
• A horizontal Bar at the top of a window, dialog box, or toolbar that shows the
name of the document, application or toolbar.
• Like the Title Bar in other Windows applications, the Excel Title bar consists of
the control menu button (at the extreme left corner), the application name
and the name of the active workbook (if the worksheet area window has been
maximized), the minimize, maximize/restore button.
Worksheet Name
• The default workbook opens with 3 worksheets, named Sheet1 through
Sheet3. The sheet names appear on tabs at the bottom of the workbook
window. By clicking on the tabs you can move from sheet to sheet within a
workbook. The tab of the active sheet is always bold.
• A workbook can contain one sheet or as many as 255 sheets.
Menu Bar
• A list of commands that drops down from the menu bar. Excel displays the
menu bar across top of an application window and lists the menu names,
such as File and Edit.
• Under the Title Bar is the Menu Bar, consisting of a list of menu options each
having a pull down menu list of commands.
Tool Bar
• A bar with buttons that performs some of the most common tasks in Excel.
Toolbars contain buttons that give you quick mouse access to many
commands and features in Excel. For example, you can open a file by clicking
the new button on the Standard toolbar.
• Excel has toolbars for different purposes. When you first start Excel, the
Standard toolbar and Formatting toolbar appear.
• You can display or hide many of the built in toolbars by pointing to any
toolbar and clicking the right mouse button. When you are working in an
Excel worksheet, you can also display or hide most toolbars by choosing
toolbars from the View menu.
• You can see the name of each toolbar button in a ToolTip. When you point to
a button with the mouse the button name will appear in a box. You can turn
ToolTips on and off in the View Toolbars dialog box.
FORMULA BAR - A bar at the top of the Excel window that you use to enter or
edit values or formulas in cells or charts. Displays the constant value or
formula used in the active cell.
COLUMN NAME - Columns are the vertical blocks demarcated by solid lines and
reference by a letter of alphabet A, B... IV. In Excel there are a total of 256
columns. The column names appear on the column bar above the
worksheet area. The default width is 8.43 points.
Row No. - Rows are the horizontal strips demarcated by solid lines and
reference by a number - 1,2,3,65536. The row numbers appear on row bar along
the left side of the work sheet area.
Fill Handle – The active cell has a small box at the right bottom corner called
the Fill handle. Meant for filling a range of adjacent cells. You can use AutoFill to
fill a range of adjacent cells. By dragging the Fill handle on the selected cell or
range you can.
Standard Toolbar
A bar with buttons that performs some of the most common tasks in Excel,
such as opening, copying, & printing files.
Open Displays the Open dialog box so that you can open an
existing workbook.
Function Opens the function wizard dialog box and inserts the
Wizard selected function into the formula bar or active cell.
Sort Sorts the current list in order from lowest value too
Ascendin highest value, using the column that contains the
g active cell.
Sort Sorts the current list in order from the highest value to
Descendi lowest value, using the column that contains the active
ng cell.
Chart Starts the chart wizard, which guides you through the
Wizard steps required to create a new chart.
Text Box Draws a text box in which you can type text on a
worksheet.
Tip Opens the tip wizard, who displays tips based on the
Wizard actions you perform.
Formatting toolbar
Contains buttons that help you format objects, cells, and cell contents. You
can also format chart objects, such as text and gridlines.
Font Lists the available fonts
Font Size Lists available sizes for the font selected in the font box
Align Left Aligns the contents of the selected cells or text boxes to
the left.
Center Centers the text from one cell horizontally across the
Across selected cells.
Columns
Currency Applies the currently defined Currency style to selected
Style cells.
Increase Adds one decimal place to the number format each time
Decimal you click the button.
name of the button changes to Normal View if you were in page break
preview when you clicked Print Preview.
Close - Click Close to close the print previews window and return to the
previous view of the active sheet.
Hlookup(Lookup_value,Table_array,
Row_index_num,Range_lookup) – This function is used to looks for a
value in the top row of a table of values and returns the value in the same
column from a row you specify, i.e. looks a value horizontaly.
Lookup_value is the value to be found in the first row of the table and
can be a value, a reference or a text string. Table_array is a table of text,
numbers or logical values in which data is looked up. Table_array can be a
reference to a range or a range name. Row_index_num is the row
number in table_array from which the matching value should be returned.
The first row of values in the table is row 1. Range_lookup is a logical
value: to find the closest match in the top row (sorted in ascending order)
= TRUE or omitted; find an exact match = FALSE.
Example : =HLOOKUP("Year",A1:E10,7,FALSE) will return – 1998
File -> Save Workspace – Saves a list of the open workbooks, their sizes, and
their positions on the screen to a workspace file so that the screen will look the
same the next time you open the workspace file.
Using multiple files – If there is more than one file is open then, we can
arrange them at a time on screen by selecting Arrange option from Window
menu pad. This option provides us four options to arrange them, i.e.- Tiled,
Horizontal, Vertical and Cascade.
Formatting Cells – This option is used to manually for the cell according to our
choice. Here we get number of Tabs to for the cell/cells. They are –
1. Number – This tab is used to set the number style. We can set a
number in as date, currency, and percentage etc. format.
2. Alignment – This option says the Excel how any content will be set
in particular cells. We can also turn the text in any angle within the
cell.
3. Font – This option is used to change the font style, i.e. name of the
font, style, size etc.
4. Border – This option is used to set the inside or outside border of
cell/cells.
Edit -> Clear – This option is used to clear the cell or cells providing several
options. All option is used to clear all things, Formats is used to clear only
format, Contents delete the content of the cell but the format remain same and
Comments options is used to delete only comments of the selected cell.
Comments for any cell may be insert through the Insert->Comments
command.
Transposing Your Data – You can quickly switch data that is in rows to data in
columns by using Excel’s transposing feature.
Microsoft Excel by BALJEET SINGH/10
For this select the range and copy it. Then select the cell where you want
to paste it. Choose Edit->Paste Special and cross the Transpose checkbox.
Hiding/Unhiding Rows, Columns Worksheet and Workbooks – For this
select the required rows or columns to which you want to hide. Then select
Format->Column/Row->Hide. To show it again select visible range of the rows or
columns that includes the hidden column/row.
To hide a worksheet click on the corner where Row 1 and Column A
touches each other. The entire sheet will be selected. Now choose Hide option
from either Format->Column or Format->Row. All things will be hides. To unhide
it, select again that point and choose unhide option in the same manner.
To hide whole workbook chooses Window->Hide option. Now the whole
workbook will disappear. To unhide it selects Window->Unhide option. You will
get prompt to unhide which workbook. Select required workbook and click on OK.
Inserting Columns and Rows – To insert a column or row, select the column or
row header next to where the new area will appear. New columns are inserted to
the right of your selection and new rows underneath. Then select Insert-
>Columns or Rows from the menu bar.
What is Database?
Database management system (DBMS) is software used to organize, analyze,
search for, update and retrieve data. The structure of a database can be
described in the following way :
• Database range : A database range refers to the rectangular range of
worksheet cells defined as a database and the first row of the database range
contains the names of the fields.
• Record : A record is a single row in a database, which contains the same
categories of data as every other record.
• Field : Each column in the database range contains an individual piece of
information, which together with all other field forms the details of a single
record. Each cell in a column is a field. The individual fields in a record are
arranged in the same sequence/order.
• Field Name : A field name is
the title with which each
individual piece of information
is referenced. The top row of a
database must contain the
field names, i.e. each column
of information must bear a
title.
• Computed Field : A
computed field is a field that is
a result of the formula applied
on the values of other field
constants within the database,
with or without other
functions.
Generating a Data Form to
Add records easily :
A data form provides a
simple way to see, change, add
and delete records from a database, or to find specific records based on criteria
you specify. When you choose the Form command from the Data Menu, Excel
Microsoft Excel by BALJEET SINGH/11
reads your data and creates a data form dialog box. When you enter or edit data
in these fields, Excel changes the corresponding cells in your list.
New – Used to add more records.
Delete – Delete the current record.
Find Prev – Shows previous record
Find Next – Shows next record.
Criteria – Used to set specific criteria to
see only the records having same criteria.
Clear – To clear any criteria use the same
command.
Restore – Used to restore previous criteria
before clear command.
Sorting and sifting through Data :
Choose Data – Sort command to arrange
your data in any order on base of and
field.
We can also arrange our data
without alphabetical or numerical sorting,
i.e. according to weekdays or months
name. To does so choose options buttons
from Sort dialog box and choose required First Key sort order.
To create your own Custom List, Choose Tools-Options and click on the
Custom Lists tab. Here you can make your own list and then click on Add button.
To clear any list selects it and then click on delete button.
Filtering the Data :
You can use the Filter command on the Data menu to find and work with a
subset of the data in your database. A filtered database displays only the rows
that contains a certain value or rows that meet a set of criteria, while temporarily
hiding the other rows.
AutoFilter – Enables you to display only those rows in a list that contain a
certain value, or that meet a set of criteria. The AutoFilter command applies
drop-down arrows directly to column labels in the list, so you can select the item
you want to display. When you select an item from the drop-down list, Excel
temporarily hides the rows that do not contain that item. We can also choose
‘Custom’ Option, so that we can apply two conditions with logical AND/OR with
the same column. We can also use ‘Top 10’ option to select some
Show All – You can show all the data in your list by using the Show All
command, or remove the AutoFilter drop-down arrows by clearing the AutoFilter
command.
containing data; otherwise Excel will not be able to locate the data list. Then
choose Data-> Subtotals, and click on the Remove All button on the right side of
the Subtotal dialog box. Your list is returned to its original format.
When we right click on sheet icon at the bottom we get
following options :-
Insert - This option is used to insert a blank sheet before the current sheet.
Delete - This option is used to delete the current sheet with all its content.
Rename - We can change the name of any sheet through this option.
Move or Copy - This option is used to move or copy the current sheet at the
specified place.
Select All Sheets - Selects all sheets of current workbook.
Ungroup all - When all sheets are selected, this option deselects them.
View Code - Displays Visual Basic Editor, where you can write visual Basic
commands.
♦ Control Toolbox - Sometimes a new user done lot of mistake in data entry,
mainly in logic fields. So, to make data entry error free and fast we use check
boxes, Text box, option button, spin button etc., so that a user have to select
only an option and entry being completed.
♦ Drawing - This toolbar contains those icons through which we can draw
circle, line, text box etc. in our spreadsheet.
♦ External Data - This toolbar is used when we insert data from any other
database or spreadsheet program to query, refresh etc.
♦ Forms - Sometimes user want to use check box, option box, command
button etc. linked to any fields to save data entry time and error free entry.
That time this tool helps us to insert exact form of option buttons in our
worksheet.
♦ Picture - This tool is used to insert or format the picture of any other
application. We can also adjust contrast, brightness, transparencies etc.
through this toolbar.
♦ Pivot Table - Pivot table is a cross board checking system of our entered
data. Through this we can see our data in many ways. This toolbar helps us to
create pivot table, refresh it if some data changed etc.
♦ Reviewing - This toolbar contains tools which is used to show comment and
delete it.
♦ Visual Basic - This toolbar contains tools to create macros and edit it
through Visual Basic editor.
♦ Web - Web toolbar contains all those toolbar which is found in standard
toolbar of Microsoft Internet Explorer. When we work with Internet then this
toolbar helps us to send of receive many information from World Wide Web.
♦ WordArt - WordArt is a special feature used to insert artistic words in our
worksheet. To insert these word and format it through many ways we can use
this toolbar.
Q. What are the steps that you will engage to edit data in a
worksheet?
Ans. To edit data in a worksheet we can various methods. First of all we have to
reach at desired cell at which correction take place. For this we can use scrolling
bar or F5 key to reach at appropriate place. Then either press F2 key or double
click on the cell. The edit mode becomes active. Now through the cursor key or
mouse go to exact place and add or remove data. After completing editing press
Enter key or click the mouse any other place. Sometimes corrections may also
be done directly at formula bar, especially in case of a formula editing. Content
of active cell appears in the formula bar. Click on the place in formula bar where
correction take place and correct the data.
Q. Describe the sequence of steps that you will use to copy data
from one location to another in Excel. What is a clipboard?
Ans. Clipboard is actually a temporarily storage area of our Hard Disk.
Temporarily means this area store one piece of information, only last cutted or
copied data on to it as a temporary file. If we quit from window or restart it, then
this data become lost. Clipboard makes it possible to share information among
documents in the same package as well as among documents in different
applications. The clipboard can be made to hold text, graphics, numbers or data.
This information may be paste in same documents at another location, in other
documents as well as in other application.
To copy data from one location to another in Excel, we have to
select the data range first which should be copied. Then choose copy command
either from Edit menu; click on copy tool at standard toolbar or press CTRL+C.
Microsoft Excel by BALJEET SINGH/14
The selected data will copy on the clipboard. Now we will go to the place where
we want duplicate copy of our data and choose paste option from Edit menu,
click on paste button of standard toolbar or press CTRL+V.
Before you record or write a macro, plan the steps and commands
you want the macro to perform. If you make a mistake when you record the
macro, corrections you make will also be recorded. Each time you record a
macro, the macro is stored in a new module attached to a workbook.
With the Visual Basic Editor, you can edit macros, copy macros from
one module to another, copy macros between different workbooks, rename the
modules that store the macros, or rename the macros.
A B
5 100
6 200 =A5
7 =A6
=A5*$C$1
Q. What is a list and what are its components?
Ans. A series of worksheet rows that contain related data, such as an invoice
database or a set of client names and phone numbers. A list can be used as a
database, in which rows are records and columns are fields. The first row of the
list has labels for the columns. Following are its components :-
• Database range : A database range refers to the rectangular range of
worksheet cells defined as a database and the first row of the database range
contains the names of the fields.
• Record : A record is a single row in a database, which contains the same
categories of data as every other record.
• Field : Each column in the database range contains an individual piece of
information, which together with all other field forms the details of a single
record. Each cell in a column is a field. The individual fields in a record are
arranged in the same sequence/order.
• Field Name : A field name is the title with which each individual piece of
information is referenced. The top row of a database must contain the field
names, i.e. each column of information must bear a title.
• Computed Field : A computed field is a field that is a result of the formula
applied on the values of other field constants within the database, with or
without other functions.
Q. What is Autoformat command? How do you apply Auto Format to
a worksheet? Also given a brief description of ready-made
templates available in Excel.
Ans. Autoformat is a built-in collection of formats - such as font size,
patterns and alignment - that you can quickly apply to a range of data. Microsoft
Excel determines the levels of summary and detail in the selected range and
applies the formats accordingly.
Apply an autoformat to a range
1 Select the range you want to format.
2 On the Format menu, click AutoFormat.
3 In the Table format box, click the format you want.
To use only selected parts of the autoformat, click Options, and
then clear the check boxes for the formats you don't want to apply.