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Getting Ready With Spreadsheets

This document provides instructions for using Excel to create an inventory list, apply formatting, insert formulas, tables, and charts. It demonstrates how to use common Excel functions like SUM, AVERAGE, IF, SUMIF, VLOOKUP, and create a pivot table. The goal is to help users learn hands-on Excel skills through a sample case study of tracking inventory sales data.

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Precy
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Available Formats
Download as PDF, TXT or read online on Scribd
13 views

Getting Ready With Spreadsheets

This document provides instructions for using Excel to create an inventory list, apply formatting, insert formulas, tables, and charts. It demonstrates how to use common Excel functions like SUM, AVERAGE, IF, SUMIF, VLOOKUP, and create a pivot table. The goal is to help users learn hands-on Excel skills through a sample case study of tracking inventory sales data.

Uploaded by

Precy
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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GETTING READY WITH

SPREADSHEETS
What to expect:
 To learn common excel formulas being used by clients during interview
 To learn hands-on how to use excel using situations:
Sample Case Study
 Create new file in excel
 Rename your file, “Awesome Bags”
 Go to Cell A1 type” Inventory List”, change font size to 20, bold (ctrl B)
 Highlight from A1 to K1 then go to underline tab using icon on the navigation
bar or Ctrl U
 Then go to A3 to H3
 A3= DATE
 B3= PRODUCT
 C3= CITY
 D3= TOTAL SALES
 E3= JAN
 F3= FEB
 G3= MAR
 H3= SALES PERSON
 I3= Average
 J3= For Commissiin
 K3= Quota
 Fill Color paint Blue, and change the font color to white
 Resize the font by 15 at the navigation bar
 Make your text bold using the icon “B” or Ctrl B
 Copy paste the excel file
…..continuation
 Center alignment using center icon at navigation toolbar
 Highlight Column A3 to K3, then go to Insert Table. Check the box the saying
that the table has headers.
 Go to Total Sales Column, below, D4, compute for the total sum. In D4 type
=SUM( then drag the cursor from E4 to G4)
 Under I3 Column. Then compute average sales using formula by typing
=average(then drag the cursor from E4 to G4)
 Under Commission in J3, we will learn how to compute conditional formula
“IF”, to type the formula go the cell J4, TYPE IF(H4=“SANTOS”,”NA”,”with
commission”). Lets assume Santos is NA because he is an Area Manager.
 To evaluate whether they hit the target sales, assuming 10,000 sales is good.
Create another title Quota at K3. Create an evaluation using “IF”, go to K4,
TYPE =IF(D6>=10000,"Good", "to improve" )
continuation
 At Cell A28 type NAME, B28, type TOTAL SALES, at A29, DE LEON, A30,
PADILLA, A31, SANTOS
 To get total sales of each sales personnel, use SUM IF,
=SUMIF(H4:H22,A29,D4:D22). Copy paste the formula for the remaining two
personnel.
Pivot Table
 Using the same table from our example assuming your client wants to know
how many sales generated by their sales persons.
 Highlight the data below the header. Then go to Insert Tab look for Pivot
Table, check another worksheet. It will generate another worksheet. A Pivot
Table Fields, drag the Sales Person to the Row Box then beside it there is
Values Box then drag Jan, Feb, Mar.
 Scenario 2, your client want to know what product sold by the sales
personnel, just simply drag product at the Rows Box, below the sales person
DASHBOARD
 To create visual representation we can use chart and graphs
Drop Down List
 Drop-down lists in Excel/ Spreadsheet are helpful if you want to be sure that
users select an item from a list, instead of typing their own values.
 Create a list that you want to be shown on your drop down list.
 Go to the cell where the drop down list or option to be shown. Go to Data from
the toolbar, then choose data validation
V Look Up
 VLOOKUP is an Excel function to lookup and retrieve data from a specific
column in table. VLOOKUP supports approximate and exact matching, and
wildcards (* ?) for partial matches. The "V" stands for "vertical". Lookup values
must appear in the first column of the table, with lookup columns to the
right.
 Lookup a value in a table by matching on the first column
 Create table or name range, then highlight them and right click, choose
Define Name then give a Name.
…contn.
Continuation
 Go to the what column where we want to put the data from
 =VLOOKUP (value, table, col_index, [range_lookup])

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