Microsoft Excel Handout
Microsoft Excel Handout
2. Getting Started
When you open Excel 2013 for the first time, the Excel Start Screen will appear. From here, you'll be able to create a new
workbook, choose a template, and access your recently edited workbooks.
1. From the Excel Start Screen, locate and select Blank workbook to access the Excel interface.
2. Click Open Other Workbooks to work on an existing workbook.
The Ribbon
Excel 2013 uses a tabbed Ribbon system instead of traditional menus. The Ribbon contains multiple tabs, each with several
groups of commands. You will use these tabs to perform the most common tasks in Excel. Each tab is divided into groups . Click a tab
to see more commands
To minimize and maximize the Ribbon
The Ribbon is designed to respond to your current task, but you can choose to minimize it if you find that it takes up too
much screen space.
1. Click the Ribbon Display Options arrow in the upper-right corner of the Ribbon.
2. Select the desired minimizing option from the drop-down menu:
Auto-hide Ribbon: Auto-hide displays your workbook in full-screen mode and completely hides the Ribbon. To show the Ribbon,
click the Expand Ribbon command at the top of screen.
Show Tabs: This option hides all command groups when not in use, but tabs will remain visible. To show the Ribbon, simply click
a tab.
Show Tabs and Commands: This option maximizes the Ribbon. All of the tabs and commands will be visible. This option is
selected by default when you open Excel for the first time.
Zoom Control
To use the Zoom control, click and drag the slider. The number to the right of the slider reflects the zoom percentage.
To rename a worksheet
Whenever you create a new Excel workbook, it will contain one worksheet named Sheet1. You can rename a worksheet to better
reflect its content. In our example, we will create a training log organized by month.
1. Right-click the worksheet you wish to rename, then select Rename from the worksheet menu.
2. Type the desired name for the worksheet.
3. Click anywhere outside of the worksheet, or press Enter on your keyboard. The worksheet will be renamed.
To delete a worksheet
1. Right-click the worksheet you wish to delete, then select Delete from the worksheet menu.
2. The worksheet will be deleted from your workbook.
Alternatively, from the Home Tab in the Cells Group click on Delete and select Delete Sheet.
Warning: The Undo button will not undo the deletion of a worksheet.
To copy a worksheet
If you need to duplicate the content of one worksheet to another, Excel allows you to copy an existing worksheet.
1. Right-click the worksheet you want to copy, then select Move or Copy from the worksheet menu.
2. The Move or Copy dialog box will appear. Choose where the sheet will appear in the Before sheet: field. In our example,
we'll choose (move to end) to place the worksheet to the right of the existing worksheet.
3. Check the box next to Create a copy, then click OK.
4. The worksheet will be copied. It will have the same title as the original worksheet, as well as a version number.
TIP: You can also copy a worksheet to an entirely different workbook. You can select any workbook that is currently open from
the To book: drop-down menu.
To move a worksheet
Sometimes you may want to move a worksheet to rearrange your workbook.
1. Select the worksheet you wish to move. The cursor will become a small worksheet icon.
2. Hold and drag the mouse until a small black arrow appears above the desired location.
3. Release the mouse. The worksheet will be moved.
TIP: You can also pin folders to Backstage view for quick access. From Backstage view, click Open, then locate the folder you
wish to pin and click the pushpin icon.
To convert a workbook
If you want access to all of the Excel 2013 features, you can convert the workbook to the 2013 file format.
Note that converting a file may cause some changes to the original layout of the workbook.
1. Click the File tab to access Backstage view.
2. Locate and select Convert command.
3. The Save As dialog box will appear. Select the location where you wish to save the workbook, enter a file name for the
presentation, and click Save.
4. The workbook will be converted to the newest file type.
2.3.2. AutoRecover
Excel automatically saves your workbooks to a temporary folder while you are working on them. If you forget to save your changes,
or if Excel crashes, you can restore the file using AutoRecover.
To use AutoRecover
1. Open Excel 2013. If auto-saved versions of a file are found, the Document Recovery pane will appear.
2. Click to open an available file. The workbook will be recovered.
TIP: By default, Excel autosaves every 10 minutes. If you are editing a workbook for less than 10 minutes, Excel may not create
an autosaved version.
If you don't see the file you need, you can browse all autosaved files from Backstage view. Just select the File tab, click Manage
Versions, and then choose Recover Unsaved Workbooks.
TIP: By default, Excel will only export the active worksheet. If you have multiple worksheets and want to save all of them in the
same PDF file, click Options in the Save as dialog box. The Options dialog box will appear. Select Entire workbook, then click OK.
To export a workbook in other file types
You may also find it helpful to export your workbook in other file types, such as an Excel 97-2003 Workbook if you need to share
with people using an older version of Excel, or a .CSV file if you need a plain-text version of your workbook.
Text
Cells can contain text, such as letters, numbers, and dates.
Formatting Attributes
Cells can contain formatting attributes that change the way letters, numbers, and dates are displayed. For example, percentages can
appear as 0.15 or 15%. You can even change a cell's background color.
To insert content
1. Click a cell to select it.
2. Type content into the selected cell, then press Enter on your keyboard. The content will appear in the cell and the formula bar. You
can also input and edit cell content in the formula bar.
To delete cells
There is an important difference between deleting the content of a cell and deleting the cell itself. If you delete the entire cell, the cells
below it will shift up and replace the deleted cells.
1. Select the cell(s) you wish to delete.
2. Select the Delete command from the Home tab on the Ribbon.
3. The cells below will shift up.
TIP: Rather than choosing commands from the Ribbon, you can access commands quickly by right-clicking. Simply select the
cell(s) you wish to format, then right-click the mouse. A drop-down menu will appear, where you'll find several commands that are
also located on the Ribbon.
1. From the Home tab, click the Find and Select command, then select Replace... from the drop-down menu.
2. The Find and Replace dialog box will appear. Type the text you wish to find in the Find what: field.
3. Type the text you wish to replace it with in the Replace with: field, then click Find Next.
4. If the content is found, the cell containing that content will be selected.
5. Review the text to make sure you want to replace it.
6. If you wish to replace it, select one of the replace options:
Replace will replace individual instances.
Replace All will replace every instance of the text throughout the workbook. In our example, we'll choose this option to save time.
7. A dialog box will appear, confirming the number of replacements made. Click OK to continue.
8. When you are finished, click Close to exit the Find and Replace dialog box.
4. Formatting Cells
All cell content uses the same formatting by default, which can make it difficult to read a workbook with a lot of information. Basic
formatting can customize the look and feel of your workbook, allowing you to draw attention to specific sections and making your
content easier to view and understand. You can also apply number formatting to tell Excel exactly what type of data you’re using in
the workbook, such as percentages (%), currency ($), and so on.
To add a border
1. Select the cell(s) you wish to modify.
2. Click the drop-down arrow next to the Borders command on the Home tab. The Borders drop-down menu will appear.
3. Select the border style you want to use.
4. The selected border style will appear.
TIP: You can draw borders and change the line style and color of borders with the Draw Borders tools at the bottom of the Borders
drop-down menu.
To insert rows
1. Select the row heading below where you want the new row to appear.
2. Click the Insert command on the Home tab.
3. The new row will appear above the selected row.
TIP: When inserting new rows, columns, or cells, you will see the Insert Options button next to the inserted cells. This button
allows you to choose how Excel formats these cells. By default, Excel formats inserted rows with the same formatting as the cells in
the row above. To access more options, hover your mouse over the Insert Options button, then click the drop-down arrow.
To insert columns
1. Select the column heading to the right of where you want the new column to appear.
2. Click the Insert command on the Home tab.
3. The new column will appear to the left of the selected column.
TIP: When inserting rows and columns, make sure you select the entire row or column by clicking the heading. If you select only
a cell in the row or column, the Insert command will only insert a new cell.
To delete rows
It's easy to delete any row that you no longer need in your workbook.
1. Select the row(s) you want to delete.
2. Click the Delete command on the Home tab.
3. The selected row(s) will be deleted, and the rows below will shift up.
To delete columns
1. Select the columns(s) you want to delete.
2. Click the Delete command on the Home tab.
3. The selected columns(s) will be deleted, and the columns to the right will shift left.
TIP: It's important to understand the difference between deleting a row or column and simply clearing its contents. If you want to
remove the content of a row or column without causing others to shift, right-click a heading, then select Clear Contents from the drop-
down menu.
TIP: You can also access the Cut and Insert commands by right-clicking the mouse and then selecting the desired commands from
the drop-down menu.
To create a formula
1. Select the cell that will contain the formula.
2. Type the equals sign (=). Notice how it appears in both the cell and the formula
bar.
1. Type the cell address of the cell you wish to reference first in the formula: cell D1 in our example. A blue border will appear around
the referenced cell.
2. Type the mathematical operator you wish to use. In our example, we'll type the addition sign (+).
3. Type the cell address of the cell you wish to reference second in the formula: cell D2 in our example. A red border will appear
around the referenced cell.
4. Press Enter on your keyboard. The formula will be calculated, and the value will be displayed in the cell.
TIP: If the result of a formula is too large to be displayed in a cell, it may appear as pound signs (#######) instead of a value. This
means that the column is not wide enough to display the cell content. Simply increase the column width to show the cell content.
Formulas can also be copied to adjacent cells with the fill handle, which can save a lot of time and effort if you need to perform the
same calculation multiple times in a worksheet.
To edit a formula
Sometimes you may want to modify an existing formula. In the example below, we've entered an incorrect cell address in our formula,
so we'll need to correct it.
1. Select the cell containing the formula you wish to edit.
2. Click the formula bar to edit the formula. You can also double-click the cell to view and edit the formula directly within the cell.
3. A border will appear around any referenced cells.
4. When finished, press Enter on your keyboard or select the Enter command in the formula bar.
5. The formula will be updated, and the new value will be displayed in the cell.
TIP: If you change your mind, you can press the Esc key on your keyboard or click the Cancel command in the formula bar to avoid
accidentally making changes to your formula.
TIP: To show all of the formulas in a spreadsheet, you can hold the Ctrl key and press ` (grave accent). The grave accent key is
usually located in the upper-left corner of the keyboard. You can press Ctrl+` again to switch back to the normal view.
Order of operations
Excel calculates formulas based on the following order of operations:
1. Operations enclosed in parentheses
2. Exponential calculations (3^2, for example)
3. Multiplication and division, whichever comes first
4. Addition and subtraction, whichever comes first
TIP: It is especially important to enter complex formulas with the correct order of operations. Otherwise, Excel will not calculate
the results accurately. In our example, if the parentheses are not included, the multiplication is calculated first and the result is
incorrect. Parentheses are the best way to define which calculations will be performed first in Excel.
TIP: You can double-click the filled cells to check their formulas for accuracy. The relative cell references should be different for
each cell, depending on their rows.
You will generally use the $A$2 format when creating formulas that contain absolute references. The other two formats are used much
less frequently.
TIP: When writing a formula, you can press the F4 key on your keyboard to switch between relative and absolute cell references.
This is an easy way to quickly insert an absolute reference.
6.3. Functions
A function is a predefined formula that performs calculations using specific values in a particular order. Excel includes many common
functions that can be useful for quickly finding the sum, average, count, maximum value, and minimum value for a range of cells. In
order to use functions correctly, you'll need to understand the different parts of a function and how to create arguments to calculate
values and cell references.
Formula =A1+A2+A3+A4+A5+A6+A7+A8
Function =SUM(A1:A8)
As with any formula, you’ll start with an equal sign (=). Then, type the formula name.
=VLOOKUP(“Photo frame”
The second argument is the cell range that contains the data. In this example, our data is in A2:B16. As with any function, you’ll need
to use a comma to separate each argument:
=VLOOKUP(“Photo frame”, A2:B16
Note: It’s important to know that VLOOKUP will always search the first column in this range. In this example, it will search column
A for “Photo frame”. In some cases, you may need to move the columns around so that the first column contains the correct data.
The third argument is the column index number. It’s simpler than it sounds: The first column in the range is 1, the second column is 2,
etc. In this case, we are trying to find the price of the item, and the prices are contained in the second column. That means our third
argument will be 2:
=VLOOKUP(“Photo frame”, A2:B16, 2
The fourth argument tells VLOOKUP whether to look for approximate matches, and it can be either TRUE or FALSE. If it is TRUE,
it will look for approximate matches. Generally, this is only useful if the first column has numerical values that have been sorted.
Since we’re only looking for exact matches, the fourth argument should be FALSE. This is our last argument, so go ahead and close
the parentheses:
=VLOOKUP(“Photo frame”, A2:B16, 2, FALSE)
And that’s it! When you press enter, it should give you the answer, which is 9.99.
6. IF Statements
Formula: =IF(logical_statement, return this if logical statement is true, return this if logical statement is false).
Example
Let’s say a salesperson has a quota to meet. You used VLOOKUP to put the revenue next to the name. Now you can use an IF
statement that says: “IF the salesperson met their quota, say “Met quota”, if not say “Did not meet quota”
=IF(C3>D3, “Met Quota”, “Did Not Meet Quota”)
This IF statement will tell us if the first salesperson met their quota or not. We would then copy and paste this formula along all the
entries in the list. It would change for each sales person.
To freeze rows
You may want to see certain rows or columns all the time in your worksheet, especially header cells. By freezing rows or columns in
place, you'll be able to scroll through your content while continuing to view the frozen cells.
1. Select the row below the row(s) you wish to freeze.
2. Click the View tab on the Ribbon.
3. Select the Freeze Panes command, then choose Freeze Panes from the drop-down menu.
The rows will be frozen in place, as indicated by the gray line. You can scroll down the worksheet while continuing to view the frozen
rows at the top.
To freeze columns
1. Select the column to the right of the column(s) you wish to freeze.
2. Click the View tab on the Ribbon.
3. Select the Freeze Panes command, then choose Freeze Panes from the drop-down menu.
4. The column will be frozen in place, as indicated by the gray line. You can scroll across the worksheet while continuing to view the
frozen column on the left.
To unfreeze rows or columns, click the Freeze Panes command, then select Unfreeze Panes from the drop-down menu.
To split a worksheet
Sometimes you may want to compare different sections of the same workbook without creating a new window. The Split command
allows you to divide the worksheet into multiple panes that scroll separately.
1. Select the cell where you wish to split the worksheet.
2. Click the View tab on the Ribbon, then select the Split command.
3. The workbook will be split into different panes. You can scroll through each pane separately using the scroll bars, allowing you to
compare different sections of the workbook.
To sort a sheet
In our example, we'll sort a T-shirt order form alphabetically by Last Name (column C).
1. Select a cell in the column you wish to sort by. In our example, we'll select cell C2.
2. Select the Data tab on the Ribbon, then click the Ascending command to Sort A to Z, or the Descending command to Sort Z
to A. In our example, we'll click the Ascending command.
3. The worksheet will be sorted by the selected column. In our example, the worksheet is now sorted by last name.
To filter data
1. In order for filtering to work correctly, your worksheet should include a header row, which is used to identify the name of
each column.
2. Select the Data tab, then click the Filter command.
3. A drop-down arrow will appear in the header cell for each column.
4. Click the drop-down arrow for the column you wish to filter.
5. The Filter menu will appear.
6. Uncheck the box next to Select All to quickly deselect all data.
7. Check the boxes next to the data you wish to filter, then click OK.
To remove all filters from your worksheet, click the Filter command on the Data tab.
8. Working with Charts
Creating a chart in Microsoft Office Excel is quick and easy. Excel provides a variety of chart types that you can choose from when
you create a chart. Excel offers Pie, Line, Bar, and Column charts to name but a few. Showing data in a chart can make it clearer,
more interesting and easier to read. Charts can also help you evaluate your data and make comparisons between different values.
To insert a chart
1. Select the cells you want to chart, including the column titles and row labels. These cells will be the source data for the chart.
2. From the Insert tab, click the desired Chart command.
3. Choose the desired chart type from the drop-down menu.
4. The selected chart will be inserted in the worksheet.
TIP: If you're not sure which type of chart to use, the Recommended Charts command will suggest several different charts based
on the source data.
9. Printing Workbooks
There may be times when you want to print a workbook to view and share your data offline. Once you've chosen your page layout
settings, it's easy to preview and print a workbook from Excel using the Print pane.
To access the Print pane
1. Select the File tab. Backstage view will appear.
2. Select Print. The Print pane will appear.
To print a selection
1. Select the cells you wish to print.
2. Navigate to the Print pane.
3. Select Print Selection from the Print Range drop-down menu.
4. A preview of your selection will appear in the Preview pane.
5. Click the Print button to print the selection.
TIP: If you prefer, you can also set the print area in advance so you'll be able to visualize which cells will be printed as you work in
Excel. Simply select the cells you want to print, click the Page Layout tab, select the Print Area command, then choose Set Print Area.
9.2. Fitting and scaling content
On occasion, you may need to make small adjustments from the Print pane to fit your workbook content neatly onto a printed page.
The Print pane includes several tools to help fit and scale your content, such as scaling and page margins.