Learn Excel
Learn Excel
Tutorial
Microsoft Excel is a commercial spreadsheet application,
written and distributed by Microsoft for Microsoft Windows
and Mac OS X. At the time of writing this tutorial the
Microsoft excel version was 2010 for Microsoft Windows
and 2011 for Mac OS X.
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TABLE OF CONTENTS
FILE TAB
The File tab replaces the Office button from Excel 2007.
You can click it to check the Backstage view, where you
come when you need to open or save files, create new
sheets, print a sheet, and do other file-related operations.
RIBBON
TITLE BAR
This lies in the middle and at the top of the window. Title
bar shows the program and the sheet titles.
HELP
The Help Icon can be used to get excel related help anytime
you like. This provides nice tutorial on various subjects
related to excel.
ZOOM CONTROL
Zoom control lets you zoom in for a closer look at your text.
The zoom control consists of a slider that you can slide left
or right to zoom in or out. The + buttons can be clicked to
increase or decrease the zoom factor.
VIEW BUTTONS
The group of three buttons located to the left of the Zoom
control, near the bottom of the screen, lets you switch
among excel's various sheet views.
SHEET AREA
The area where you enter data. The flashing vertical bar is
called the insertion point and it represents the location
where text will appear when you type.
ROW BAR
Rows are numbered from 1 onwards and keeps on
increasing as you keep entering data. Maximum limit is
1,048,576 rows.
COLUMN BAR
Columns are numbered from A onwards and keeps on
increasing as you keep entering data. After Z, it will start the
series of AA, AB and so on. Maximum limit is 16,384
columns.
STATUS BAR
This displays the current status of the active cell in the
worksheet. A cell can be in either of the fours states
(a) Ready mode which indicates that the worksheet is ready
to accept user inpu (b) Edit mode indicates that cell is
editing mode, if it is not activated the you can activate
editing mode by double-clicking on a cell (c) A cell enters
into Enter mode when a user types data into a cell
(d) Point mode triggers when a formula is being entered
using a cell reference by mouse pointing or the arrow keys
on the keyboard.
SHEET INFORMATION
When you click Info option available in the first column, it
displays the following information in the second column of
the backstage view −
SHEET PROPERTIES
When you click Info option available in the first column, it
displays various properties in the third column of the
backstage view. These properties include sheet size, title,
tags, categories etc.
You can also edit various properties. Just try to click on the
property value and if property is editable, then it will display
a text box where you can add your text like title, tags,
comments, Author.
So, just keep your mouse cursor at the text insertion point
and start typing whatever text you would like to type. We
have typed only two words "Hello Excel" as shown below.
The text appears to the left of the insertion point as you type.
There are following three important points, which would
help you while typing −
If your sheet is new and it was never saved so far, then with
either of the three options, word would display you a
dialogue box to let you select a folder, and enter sheet name
as explained in case of saving new sheet.
Unit
OrderDate Region Rep Item Units Total
Cost
1/6/2010 East Jones Pencil 95 1.99 189.05
1/23/2010 Central Kivell Binder 50 19.99 999.5
2/9/2010 Central Jardine Pencil 36 4.99 179.64
2/26/2010 Central Gill Pen 27 19.99 539.73
3/15/2010 West Sorvino Pencil 56 2.99 167.44
4/1/2010 East Jones Binder 60 4.99 299.4
4/18/2010 Central Andrews Pencil 75 1.99 149.25
5/5/2010 Central Jardine Pencil 90 4.99 449.1
5/22/2010 West Thompson Pencil 32 1.99 63.68
6/8/2010 East Jones Binder 60 8.99 539.4
6/25/2010 Central Morgan Pencil 90 4.99 449.1
7/12/2010 East Howard Binder 29 1.99 57.71
7/29/2010 East Parent Binder 81 19.99 1,619.19
8/15/2010 East Jones Pencil 35 4.99 174.65
Here are the steps to copy an entire worksheet.
Step 1 − Right Click the Sheet Name and select the Move
or Copy option.
Step 2 − Now you'll see the Move or Copy dialog with
select Worksheet option as selected from the general tab.
Click the Ok button.
Select Create a Copy Checkbox to create a copy of the
current sheet and Before sheet option as (move to end) so
that new sheet gets created at the end.
UNHIDING WORKSHEET
Here are the steps to unhide a worksheet.
INSERTING DATA
For inserting data in MS Excel, just activate the cell type
text or number and press enter or Navigation keys.
INSERTING FORMULA
For inserting formula in MS Excel go to the formula bar,
enter the formula and then press enter or navigation key. See
the screen-shot below to understand it.
MODIFYING CELL CONTENT
For modifying the cell content just activate the cell, enter a
new value and then press enter or navigation key to see the
changes. See the screen-shot below to understand it.
Select Data in Excel 2010
MS Excel provides various ways of selecting data in the
sheet. Let us see those ways.
Step 1 − Select the data you want to Move. Right Click and
Select the cut option.
Step 2 − Select the first cell where you want to move the
data. Right click on it and paste the data. You can see the
data is moved now.
Rows & Columns in Excel
2010
ROW AND COLUMN BASICS
MS Excel is in tabular format consisting of rows and
columns.
CELL INTRODUCTION
The intersection of rows and columns is called cell.
Cell is identified with Combination of column header and
row number.
COPY PASTE
• To copy and paste, just select the cells you want to
copy. Choose copy option after right click or
press Control + C.
• Select the cell where you need to paste this copied
content. Right click and select paste option or
press Control + V.
EXPLORING OPTIONS
Let us see the various options available in spell
check dialogue.
You can view the zoom slider at the right bottom of the
workbook as shown below.
ZOOM IN
You can zoom in the workbook by moving the slider to the
right. It will change the only view of the workbook. You can
have maximum of 400% zoom in. See the below screen-
shot.
ZOOM OUT
You can zoom out the workbook by moving the slider to the
left. It will change the only view of the workbook. You can
have maximum of 10% zoom in. See the below screen-shot.
Special Symbols in Excel
2010
If you want to insert some symbols or special characters that
are not found on the keyboard in that case you need to use
the Symbols option.
USING SYMBOLS
Go to Insert » Symbols » Symbol to view available
symbols. You can see many symbols available there like Pi,
alpha, beta, etc.
Select the symbol you want to add and click insert to use the
symbol.
USING SPECIAL CHARACTERS
Go to Insert » Symbols » Special Characters to view the
available special characters. You can see many special
characters available there like Copyright, Registered etc.
Select the special character you want to add and click insert,
to use the special character.
Insert Comments in Excel
2010
ADDING COMMENT TO CELL
Adding comment to cell helps in understanding the purpose
of cell, what input it should have, etc. It helps in proper
documentation.
MODIFYING COMMENT
You can modify the comment you have entered before as
mentioned below.
REDO CHANGES
You can again reverse back the action done with undo in
Excel by using the Redo command. We can redo changes in
following two ways.
TEXT DECORATION
Various options are available in Home tab of the ribbon as
mentioned below.
Conditional Format in
Excel 2010
CONDITIONAL FORMATTING
MS Excel 2010 Conditional Formatting feature enables you
to format a range of values so that the values outside certain
limits, are automatically formatted.
Choose Home Tab » Style group » Conditional
Formatting dropdown.
Suppose you want to highlight the top 10% rows you can do
this with these Top/Bottom rules.
• Data Bars − It opens a palette with different color
data bars that you can apply to the cell selection to
indicate their values relative to each other by
clicking the data bar thumbnail.
ELEMENTS OF FORMULAS
A formula can consist of any of these elements −
Example −
Example −
o =200*0.5 Multiplies 200 times 0.15. This
formula uses only values, and it always
returns the same result as 100.
• Cell references (including named cells and
ranges)
Example −
Example −
CREATING FORMULA
For creating a formula you need to type in the Formula Bar.
Formula begins with '=' sign. When building formulas
manually, you can either type in the cell addresses or you
can point to them in the worksheet. Using the Pointing
method to supply the cell addresses for formulas is often
easier and more powerful method of formula building.
When you are using built-in functions, you click the cell or
drag through the cell range that you want to use when
defining the function’s arguments in the Function
Arguments dialog box. See the below screen shot.
As soon as you complete a formula entry, Excel calculates
the result, which is then displayed inside the cell within the
worksheet (the contents of the formula, however, continue
to be visible on the Formula bar anytime the cell is active).
If you make an error in the formula that prevents Excel from
being able to calculate the formula at all, Excel displays an
Alert dialog box suggesting how to fix the problem.
• column C : =SUM(C3:C8)
• column D : =SUM(D3:D8)
• column E : =SUM(E3:E8)
• column F : =SUM(F3:F8)
• column G : =SUM(G3:G8)
Formula Reference in Excel
2010
CELL REFERENCES IN FORMULAS
Most formulas you create include references to cells or
ranges. These references enable your formulas to work
dynamically with the data contained in those cells or ranges.
For example, if your formula refers to cell C2 and you
change the value contained in C2, the formula result reflects
new value automatically. If you didn’t use references in
your formulas, you would need to edit the formulas
themselves in order to change the values used in the
formulas.
When you use a cell (or range) reference in a formula, you
can use three types of references − relative, absolute, and
mixed references.
USING FUNCTIONS
When you type = sign and then type any alphabet you will
see the searched functions as below.
FUNCTIONS BY CATEGORIES
Let us see some of the built in functions in MS Excel.
• Text Functions
o LOWER − Converts all characters in a
supplied text string to lower case
o UPPER − Converts all characters in a
supplied text string to upper case
o TRIM − Removes duplicate spaces, and
spaces at the start and end of a text string
o CONCATENATE − Joins together two or
more text strings.
o LEFT − Returns a specified number of
characters from the start of a supplied text
string.
o MID − Returns a specified number of
characters from the middle of a supplied text
string
o RIGHT − Returns a specified number of
characters from the end of a supplied text
string.
o LEN − Returns the length of a supplied text
string
o FIND − Returns the position of a supplied
character or text string from within a supplied
text string (case-sensitive).
• Date & Time
o DATE − Returns a date, from a user-supplied
year, month and day.
o TIME − Returns a time, from a user-supplied
hour, minute and second.
o DATEVALUE − Converts a text string
showing a date, to an integer that represents
the date in Excel's date-time code.
o TIMEVALUE − Converts a text string
showing a time, to a decimal that represents
the time in Excel.
o NOW − Returns the current date & time.
o TODAY − Returns today's date.
• Statistical
o MAX − Returns the largest value from a list
of supplied numbers.
o MIN − Returns the smallest value from a list
of supplied numbers.
o AVERAGE − Returns the Average of a list
of supplied numbers.
o COUNT − Returns the number of numerical
values in a supplied set of cells or values.
o COUNTIF − Returns the number of cells (of
a supplied range), that satisfies a given
criteria.
o SUM − Returns the sum of a supplied list of
numbers
• Logical
o AND − Tests a number of user-defined
conditions and returns TRUE if ALL of the
conditions evaluate to TRUE, or FALSE
otherwise
o OR − Tests a number of user-defined
conditions and returns TRUE if ANY of the
conditions evaluate to TRUE, or FALSE
otherwise.
o NOT − Returns a logical value that is the
opposite of a user supplied logical value or
expression i.e. returns FALSE if the supplied
argument is TRUE and returns TRUE if the
supplied argument is FAL
Example of Ranges −
SELECTING RANGES
You can select a range in several ways −
SETTINGS TAB
Here you can set the type of validation you need. Choose an
option from the Allow drop-down list. The contents of the
Data Validation dialog box will change, displaying controls
based on your choice.
• Number format
• Font (type, size, and color)
• Alignment (vertical and horizontal)
• Borders
• Pattern
• Protection (locked and hidden)
Now, let us see how styles are helpful. Suppose that you
apply a particular style to some twenty cells scattered
throughout your worksheet. Later, you realize that these
cells should have a font size of 12 pt. rather than 14 pt.
Rather than changing each cell, simply edit the style. All
cells with that particular style change automatically.
APPLYING STYLES
Choose Home » Styles » Cell Styles. Note that this display
is a live preview, that is, as you move your mouse over the
style choices, the selected cell or range temporarily displays
the style. When you see a style you like, click it to apply the
style to the selection.
CREATING CUSTOM STYLE IN MS EXCEL
We can create new custom style in Excel 2010. To create a
new style, follow these steps −
APPLYING THEMES
Choose Page layout Tab » Themes Dropdown. Note that
this display is a live preview, that is, as you move your
mouse over the Theme, it temporarily displays the theme
effect. When you see a style you like, click it to apply the
style to the selection.
ON-LINE TEMPLATES
These template data is available online at the Microsoft
server. When you select the template and click on it, it will
download the template data from Microsoft server and
opens it as shown below.
USING TEMPLATES IN MS EXCEL
Template is essentially a model that serves as the basis for
something. An Excel template is a workbook that’s used to
create other workbooks.
ON-LINE TEMPLATES
These template data is available online at the Microsoft
server. When you select the template and click on it, it will
download the template data from Microsoft server and
opens it as shown below.
Using Macros in Excel 2010
MACROS IN MS EXCEL
Macros enable you to automate almost any task that you can
undertake in Excel 2010. By using macro recorder
from View Tab » Macro Dropdown to record tasks that
you perform routinely, you not only speed up the procedure
considerably but you are assured that each step in a task is
carried out the same way each and every time you perform a
task.
Now let's create a simple macro that will automate the task
of making cell content Bold and apply cell color.
EDIT MACRO
You can edit the created Macro at any time. Editing macro
will take you to the VBA programming editor.
Adding Graphics in Excel
2010
GRAPHIC OBJECTS IN MS EXCEL
MS Excel supports various types of graphic objects like
Shapes gallery, SmartArt, Text Box, and WordArt available
on the Insert tab of the Ribbon.Graphics are available in
the Insert Tab. See the screenshots below for various
available graphics in MS Excel 2010.
INSERT SHAPE
• Choose Insert Tab » Shapes dropdown.
• Select the shape you want to insert. Click on shape to
insert it.
• To edit the inserted shape just drag the shape with
the mouse. Shape will adjust the shape.
INSERT SMART ART
• Choose Insert Tab » SmartArt.
• Clicking SmartArt will open the SmartArt dialogue
as shown below in the screen-shot. Choose from the
list of available smartArts.
• Click on SmartArt to Insert it in the worksheet.
• Edit the SmartArt as per your need.
INSERT CLIP ART
• Choose Insert Tab » Clip Art.
• Clicking Clip Art will open the search box as shown
in the below screen-shot. Choose from the list of
available Clip Arts.
• Click on Clip Art to Insert it in the worksheet.
INSERT WORD ART
• Choose Insert Tab » WordArt.
• Select the style of WordArt, which you like and click
it to enter a text in it.
Cross Referencing in Excel
2010
GRAPHIC OBJECTS IN MS EXCEL
When you have information spread across several different
spreadsheets, it can seem a daunting task to bring all these
different sets of data together into one meaningful list or
table. This is where the Vlookup function comes into its
own.
VLOOKUP
VlookUp searches for a value vertically down for the lookup
table.
VLOOKUP(lookup_value,table_array,col_index_num,range
_lookup) has 4 parameters as below.
• lookup_value − It is the user input. This is the value
that the function uses to search on.
• The table_array − It is the area of cells in which the
table is located. This includes not only the column
being searched on, but the data columns for which
you are going to get the values that you need.
• Col_index_num − It is the column of data that
contains the answer that you want.
• Range_lookup − It is a TRUE or FALSE value.
When set to TRUE, the lookup function gives the
closest match to the lookup_value without going
over the lookup_value. When set to FALSE, an exact
match must be found to the lookup_value or the
function will return #N/A. Note, this requires that the
column containing the lookup_value be formatted in
ascending order.
VLOOKUP EXAMPLE
Let's look at a very simple example of cross-referencing two
spreadsheets. Each spreadsheet contains information about
the same group of people. The first spreadsheet has their
dates of birth, and the second shows their favorite color.
How do we build a list showing the person's name, their date
of birth and their favorite color? VLOOOKUP will help in
this case. First of all, let us see data in both the sheets.
Printing Worksheets in
Excel 2010
QUICK PRINT
If you want to print a copy of a worksheet with no layout
adjustment, use the Quick Print option. There are two ways
in which we can use this option.
PROTECT WORKSHEET
You may want to protect a worksheet for a variety of
reasons. One reason is to prevent yourself or others from
accidentally deleting the formulas or other critical data. A
common scenario is to protect a worksheet, so that the data
can be changed, but the formulas can’t be changed.
PROTECTING A WORKBOOK
Excel provides three ways to protect a workbook.
This will generate the Pivot table pane as shown below. You
have various options available in the Pivot table pane. You
can select fields for the generated pivot table.
• Column labels − A field that has a column
orientation in the pivot table. Each item in the field
occupies a column.
• Report Filter − You can set the filter for the report
as year, then data gets filtered as per the year.
• Row labels − A field that has a row orientation in
the pivot table. Each item in the field occupies a row.
• Values area − The cells in a pivot table that contain
the summary data. Excel offers several ways to
summarize the data (sum, average, count, and so on).
CREATING CHART
To create charts for the data by below mentioned steps.
EDITING CHART
You can edit the chart at any time after you have created it.
MS Excel selects the data of the table. You can select the
pivot chart location as an existing sheet or a new sheet.
Pivot chart depends on automatically created pivot table by
the MS Excel. You can generate the pivot chart in the below
screen-shot.
Keyboard Shortcuts in
Excel 2010
MS EXCEL KEYBOARD SHORT-CUTS
MS Excel offers many keyboard short-cuts. If you are
familiar with windows operating system, you should be
aware of most of them. Below is the list of all the major
shortcut keys in Microsoft Excel.
Thank you!