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Ms-Excel self notes

The document provides a comprehensive overview of Microsoft Excel, covering its interface, data entry, formatting, formulas, functions, data management, charts, PivotTables, advanced tools, collaboration features, data analysis tools, shortcuts, error handling, new features, and best practices. It also includes a list of common Excel functions and interview questions with answers related to Excel usage. This serves as a useful guide for both beginners and advanced users to enhance their Excel skills.
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Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
12 views

Ms-Excel self notes

The document provides a comprehensive overview of Microsoft Excel, covering its interface, data entry, formatting, formulas, functions, data management, charts, PivotTables, advanced tools, collaboration features, data analysis tools, shortcuts, error handling, new features, and best practices. It also includes a list of common Excel functions and interview questions with answers related to Excel usage. This serves as a useful guide for both beginners and advanced users to enhance their Excel skills.
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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MS-EXCEL

1. Interface & Basics


• Workbook: A single Excel file containing multiple worksheets.
• Worksheet/Sheet: A grid of cells organized into rows (numbered) and columns (lettered).
• Ribbon: Tabs (Home, Insert, Formulas, etc.) with grouped commands.
• Quick Access Toolbar: Customizable shortcuts for frequent actions.
• Cell Reference:
✓ Relative Reference→Addresses like A1 (relative)
✓ Absolute Reference→ $A$1 (absolute)
✓ Mixed Reference→ A$1 (mixed).
2. Data Entry & Formatting
• Data Types: Numbers, text, dates, Booleans (TRUE/FALSE), and errors (e.g., #VALUE!).
• AutoFill: Drag the fill handle to copy patterns (e.g., dates, sequences).
• Formatting:
✓ Number Formats: Currency, Percentage, Date, etc.
✓ Conditional Formatting: Highlight cells based on rules (e.g., top 10%, data bars).
✓ Styles: Predefined cell styles for consistency.
3. Formulas & Functions
• Formulas: Start with =, e.g., =A1+B1.
• Common Functions:
✓ Math/Statistical: SUM, AVERAGE, COUNT, MAX, MIN.
✓ Logical: IF, AND, OR, XOR.
✓ Text: CONCAT, LEFT, RIGHT, LEN, TEXT.TRIM,SUBSTITUTE
✓ Lookup: VLOOKUP, HLOOKUP, XLOOKUP, INDEX, MATCH.
✓ Date/Time: TODAY, NOW, DATEDIF,YEAR,MONTH,DAY
✓ Financial: PMT, FV, NPV.
✓ Dynamic Arrays: SORT, FILTER, UNIQUE, SEQUENCE (Excel 365+).
✓ Named Ranges: Assign names to cell ranges for easier reference.
4. Data Management
• Sort & Filter: Organize data by values, colors, or custom criteria.
• Tables:
Convert ranges to tables (Ctrl+T) for structured references and automatic formatting.
• Use slicers for interactive filtering.
• Data Validation: Restrict input (e.g., dropdown lists, date ranges).
• What-If Analysis:
• Goal Seek: Find input values to achieve a target result.
• Data Tables: Compare outputs for different inputs.
• Scenario Manager: Save and compare scenarios.
✓ Whole numbers
✓ Text Length
✓ Date
✓ DropDownList
✓ Input messages
✓ Error messages→error-alert, stop, warning,circle Invalid data, clear validation circle
5. Charts & Visualization
• Chart Types: Column, Line, Pie, Bar, Scatter, Histogram, Waterfall, Combo, Funnel, Tree
• Chart Elements: Titles, axes, legends, data labels, trendlines, chart area, plot area, series,
vertical, horizontal, grid lines, chart title
• Sparklines: Miniature charts within cells.
• PivotCharts: Interactive charts linked to PivotTables.
6. PivotTables & PivotCharts
• PivotTables: Summarize large datasets dynamically.
• Drag fields to Rows, Columns, Values, or Filters.
• Group data (e.g., by date or numeric ranges).
• Calculate totals, averages, percentages, etc.
• PivotCharts: Visual representation of PivotTable data.
7. Advanced Tools
• Power Query: Import, clean, and transform data from multiple sources.
• Power Pivot: Manage complex data models and relationships.
• Macros & VBA: Automate tasks using recorded macros or Visual Basic for Applications
(VBA).
• Solver: Optimize values subject to constraints (e.g., resource allocation).
8. Collaboration & Sharing
• Track Changes: Monitor edits in shared workbooks.
• Comments & Notes: Add contextual information.
• Protection: Password-protect sheets/workbooks.
• Excel Online: Collaborate in real-time via cloud (OneDrive/SharePoint).
• Co-Authoring: Multiple users edit simultaneously.
9. Data Analysis Tools
• Analysis ToolPak (Add-in): Advanced statistical tools (regression, ANOVA).
• Forecast Sheet: Predict trends based on historical data.
• 3D Maps: Geospatial data visualization (formerly Power Map).
10. Shortcuts & Efficiency
• Keyboard Shortcuts:
✓ Ctrl+C/Ctrl+V: Copy/Paste.
✓ Ctrl+Z/Ctrl+Y: Undo/Redo.
✓ Ctrl+Arrow Keys: Navigate to edge of data.
✓ Alt+=: AutoSum.
✓ F4: Repeat last action or toggle cell reference types.
• Flash Fill: Automatically split or combine data (Ctrl+E).
11. Error Handling
• Common Errors: #N/A, #REF!, #DIV/0!, #NAME?.
• Error Checking: Use Formulas > Error Checking to trace issues.
• IFERROR: Handle errors gracefully, e.g., =IFERROR(A1/B1, "Error").
12. New Features (Excel 365/2021+)
• Dynamic Arrays: Formulas that spill results into adjacent cells.
• XLOOKUP: Modern replacement for VLOOKUP/HLOOKUP.
• LAMBDA: Create custom functions without VBA.
• Power BI Integration: Connect Excel to Power BI dashboards.
13. Best Practices
• Data Organization: Use headers, avoid merged cells, and keep raw data separate.
• Documentation: Add comments and named ranges for clarity.
• Backup: Save versions frequently, especially before major changes.

Function Description
=AND Returns TRUE or FALSE based on two or more conditions
=AVERAGE Calculates the average (arithmetic mean)
=AVERAGEIF Calculates the average of a range based on a TRUE or FALSE condition
=AVERAGEIFS Calculates the average of a range based on one or more TRUE/FALSE conditions
=CONCAT Links together the content of multiple cells
=COUNT Counts cells with numbers in a range
=COUNTA Counts all cells in a range that has values, both numbers and letters
=COUNTBLANK Counts blank cells in a range
=COUNTIF Counts cells as specified
=COUNTIFS Counts cells in a range based on one or more TRUE or FALSE condition
=IF Returns values based on a TRUE or FALSE condition
=IFS Returns values based on one or more TRUE or FALSE conditions
=LEFT Returns values from the left side of a cell
=LOWER Reformats content to lowercase
=MAX Returns the highest value in a range
=MEDIAN Returns the middle value in the data
=MIN Returns the lowest value in a range
=MODE Finds the number seen most times. The function always returns a single number
=NPV The NPV function is used to calculate the Net Present Value (NPV)
=OR Returns TRUE or FALSE based on two or more conditions
=RAND Generates a random number
=RIGHT Returns values from the right side of a cell
=STDEV.P Calculates the Standard Deviation (Std) for the entire population
=STDEV.S Calculates the Standard Deviation (Std) for a sample
=SUM Adds together numbers in a range
=SUMIF Calculates the sum of values in a range based on a TRUE or FALSE condition
=SUMIFS Calculates the sum of a range based on one or more TRUE or FALSE condition
=TRIM Removes irregular spacing, leaving one space between each value
=VLOOKUP Allows vertical searches for values in a table
=XOR Returns TRUE or FALSE based on two or more conditions
Interview Questions
1. Explain MsExcel in brief?
2. Can we format a cell in Excel?
3. Can you add comments?
4. What is conditional formatting?
5. How do you freeze panes in Excel?
6. How do you apply the same format to all sheets?
7. What is relative cell reference?
8. What is absolute reference?
9. Mixed Cell reference?
10. How do you create named ranges?
11. What are Macros?
12. Explain pivot tables.
13. How do you create pivot tables?
14. Can we see the result displayed in the pivot table?
15. How are pivot tables used to filter data?
16. What are functions?
17. Categories of functions?
18. What is the order of precedence in Excel?
19. What are the types of count functions?
20. How do you calculate % in Excel?

Certainly! Here are the top 30 Excel interview questions along with their answers:

### Basic Level

1. What is Excel?
-Answer: Excel is a spreadsheet program developed by Microsoft, used for data analysis, visualization, and complex
calculations.

2. How do you create a formula in Excel?


- Answer: To create a formula, start with an equals sign (`=`) followed by the desired calculation, e.g., `=A1+B1`.

3. What is a cell in Excel?


- Answer: A cell is the intersection of a row and a column in a spreadsheet where data is entered.

4. How do you merge cells in Excel?


- Answer: Select the cells, go to the "Home" tab, and click "Merge & Center."

5. What is a spreadsheet?
- Answer: A spreadsheet is a grid of rows and columns used to organize, analyze, and store data.

6. How do you enter data into a cell?


- Answer: Click on the cell and start typing, then press Enter to confirm.
7. What is a range in Excel?
- Answer: A range is a group of two or more cells selected together.

8. What is the difference between a function and a formula?


- Answer: A formula is a user-defined calculation, while a function is a predefined formula in Excel.

9. How do you create a chart in Excel?


- Answer: Select the data, go to the "Insert" tab, and choose the desired chart type.

10. What is a pivot table?


- Answer: A pivot table is a tool that allows you to summarize and analyze data interactively.

### Intermediate Level

11. What is the VLOOKUP function?


- Answer: `VLOOKUP` searches for a value in the first column of a table and returns a value in the same row from a
specified column.

12. How do you use conditional formatting?


- Answer: Select the cells, go to the "Home" tab, click "Conditional Formatting," and define the criteria.

13. How do you remove duplicates?


- Answer: Select the range, go to the "Data" tab, and click "Remove Duplicates."

14. What is an absolute reference?


- Answer: An absolute reference ($A$1) remains constant when copied to another cell.

15. How do you use the IF function?


- Answer: `IF(logical_test, value_if_true, value_if_false)` performs a logical test and returns different values based
on the result.

16. What is data validation?


- Answer: Data validation restricts the type of data that can be entered into a cell.

17. How do you freeze panes?


- Answer: Go to the "View" tab and click "Freeze Panes" to keep row and column headers visible.

18. What is the difference between COUNT and COUNTA?


- Answer: `COUNT` counts numeric values, while `COUNTA` counts all non-empty cells.

19. How do you create a drop-down list?


- Answer:** Use data validation, select "List," and specify the source range.

20. What is the INDEX function?**


- Answer: `INDEX(array, row_num, [column_num])` returns the value of a cell in a specified row and column.

### Advanced Level

21. How do you use the MATCH function?


- Answer: `MATCH(lookup_value, lookup_array, [match_type])` returns the relative position of a value in a range.

22. What is a macro?


- Answer: A macro is a sequence of instructions that automate repetitive tasks in Excel.
23. How do you protect a worksheet?
- Answer: Go to the "Review" tab and click "Protect Sheet."

24. What is the SUMIF function?


- Answer: `SUMIF(range, criteria, [sum_range])` adds the values in a range that meet a specified condition.

25. How do you use the CONCATENATE function?


- Answer: `CONCATENATE(text1, text2, ...)` joins several text strings into one.

26. What is the difference between a workbook and a worksheet?


- Answer: A workbook is an Excel file containing multiple worksheets, while a worksheet is a single sheet within a
workbook.

27. How do you use the TEXT function?


- Answer: `TEXT(value, format_text)` converts a value to text in a specified number format.

28. How do you use the OFFSET function?


- Answer: `OFFSET(reference, rows, cols, [height], [width])` returns a reference to a range that is a specified
number of rows and columns from a cell or range.

29. What is the purpose of the TRIM function?


- Answer: `TRIM(text)` removes all extra spaces from text except for single spaces between words.
30. How do you use the INDIRECT function?
- Answer: `INDIRECT(ref_text, [a1])` returns the reference specified by a text string.

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