Introduction to Spreadsheets
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Introduction to Spreadsheets
Bent Thomsen
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What is an electronic spreadsheet?
It is the electronic equivalent of an accounting worksheet, comprised of rows and columns to allow you to do many tasks in the organization of numbers in a clear, easy to understand format
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What is an electronic spreadsheet?
• It is a tool to help you calculate budgets, do economic analysis, statistics, planning, engineering calculations, …
• Replaces pen, paper and pocket calculator• Can show diagrams and graphs• Can input data from other programs• Can output data to other programs
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Some Advantages of Spreadsheets
• Spreadsheets are capable of exploring “what-if”scenarios (e.g. budgets, submitting bids)
• Once it is set up properly, the user can save time by never having to set up the spreadsheet again– Blank spreadsheets are called templates.– Monthly salaries,grade sheets
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Spreadsheet terminology• Row - horizontal axis (designated by numbers)• Column - vertical axis (designated by letters)• Cell - intersection of row and column
(designated by an address comprised of the column letter and row number e.g. A1)
• Block//Range - a rectangular group of one or more cells (identified by block coordinates (e.g. A1:G4)
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Spreadsheet terminology (con’t.)• Label - alphanumeric• Value - a number or formula result• Formula - creates relationships among other cells• Template - a notebook that has labels, formulas,
and all of the formatting but no actual data (e.g. actual figures and numbers)
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How big is a spreadsheet?
• Normally you see 9 columns and 18 rows• = 162 cells• One sheet has 256 columns and 65536 rows• = 1677216 cells• That is more than 103000 screens• Would take 34000 A4 pages to print• Take 194 days to fill at one cell pr second
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Exploring the Excel ScreenTitle bar
Menu toolbar
Standard toolbar
Screen Tip
Active worksheet in workbook window
Formatting toolbar
Task Pane: organizes related
commands
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Activating Toolbars
Click on View and Toolbars
Toolbars sub-menu appears
Click on desired toolbar
Check indicates active item; click to
deactivate
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Moving Around the Worksheet
Working in an active cell(intersection of a row and column)
Cell pointer
I-beam: to place
insertion point
Insertion point: where text will be
entered
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Moving Around the Worksheet• Move cell
pointer – arrow keys– scroll bars
• Change pages – click on tabs– tab scroll
buttons
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Moving Around the Worksheet• Consider cell B4 active• Note
– thick cross mouse pointer– row, column buttons highlighted
• After scrolling to right, note … – row button still highlighted– name box still shows B4 as active cell
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Moving Around the Worksheet
To select a column
•Click on the column heading button
•Whole column is highlighted
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Entering Labels• Click desired cell to make it active• Label is displayed both in cell and in formula bar as you type• Label displays out of its column
– as long as other columns are empty
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Worksheet with Labels
• Note – Documentation
section– Label cut off, next cell
occupied– Labels aligned left
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Editing a Cell's Information
• Click on desired cell– Cell pointer moves there– Contents displayed in
formula bar• Click mouse pointer
(I-beam) to location within text– type, delete, copy, paste
as needed
I
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Entering Values
• When entering numbers– do not use commas– numbers are right justified by default
• To proceed to next cell right use [Tab] or right arrow key
• To proceed down, use [Enter] key
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Entering Formulas• Formulas are mathematical equations
– perform calculations– always start with an equal sign (=)
• Formula shows informula bar
• Note color referencesin formula
. . .
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Entering Formulas• After formula entered and cell pointer moved
– Formula does not show in formula bar
– Result of calculations shows in cell where formula entered
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Operators
• ^ - exponents• + - addition• * - multiplication• / - division• - - subtraction• = - function
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Order Calculations are Performed
• First exponents• Then any multiplication and division in the
order they occur• Then any addition and subtraction in the
order they occur
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Parentheses
• Operations within parentheses are performed before those outside.
• Within the parentheses the basic rules are followed.
• Multiple sets of parentheses, the innermost are executed first followed by the next set.
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Built-in functions
• Functions are pre-written formulas• Functions must start with an equal sign• Functions takes value(s), perform an operation,
and returns a value(s)• Values you use with a function are arguments• =AVERAGE(D3:D7)
– AVERAGE is the function– D3:D7 is the argument
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Using Functions• Advantages of predefined functions
– save time– more accurate
• Using AutoSum– Click cell at
bottom of column
– Click AutoSumbutton
– Excel assumesit should totalthe column
– SUM functioninserted
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Using Functions
• AutoSum can also be used to right of a row of numbers
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Using Functions• Note end results of
using AutoSum• Note:
– Click AutoSum button once to display formula,again to apply
– SUM formuladisplays in Formula bar
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Using the Function Insert Feature• Click on Insert, and Function• Insert Function dialog box appears
Select function category
Choose specific function desired
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Using the Function Insert Feature
Note calculated result of inserted function
Animated border shows selected
range
Formula appears in
cell
Arguments of function must be
specified
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Using the Function Insert Feature
Note calculated result of inserted
function
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Creating a Chart
• Select series of numbers from worksheet
• Click Chart Wizard button– Dialog box opens
• Choose charttype, sub-type– Note preview
button
Click on Next button to proceed
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Creating a Chart
• Step 2– Review and change
series range asneeded
– Click CategoryLabelsbutton to specifysource of labelsfor chart
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Creating a Chart
• Labels now show inlegend
• Range for labelsnow displayed
Click on Next button to proceed
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Creating a Chart
• Step 3– Enter titles (which
will show on preview)– Specify legend details
on legend tab– Specify Data Label
details as shownClick on Next
button to proceed
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Creating a Chart
• Step 4– Specify where chart will appear
– Click Finish
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Creating a Chart
• Chart is displayed as object in worksheet
Note Chart toolbar displayed while chart is selected
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Statistical analysis in Excel• you can do a range of statistics in Excel using the
‘Analysis ToolPak’• you can calculate a correlation matrix and undertaking
regression analysis• results of this analysis goes on additional sheets in the
Excel workbook. remember to save this workbook often (as a .xls format file)
• note, Excel is powerful but it is not a statistics package. Alternatives are SPSS and Minitab which are full function statistics packages and will do lots more. they will read Excel spreadsheets and dbf format data files
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Opening the ToolPak, Excel’s data analysis add-in
go to ‘Tools’ -> ‘Add-Ins’
choose ‘Analysis ToolPak’and click ‘OK’
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Correlation analysis• are A and B related?• correlation coefficient provides a single
numerical value describing a linear relationship, telling us the direction and strength Percentage Limiting Long Term Illness against Percentage No Car
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0 10 20 30 40 50 60 70 80 90
Percentage No Car
Perc
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• you can get Excel to addthe ‘best fit’ line (Trendline)through the scatter of points• to do this select the data pointson the chart, right-click andchoose ‘Add Trendline’
• In the ‘Add Trendline’ boxchoose ‘Type’ - ‘Linear’ andclick ‘OK’
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Percentage Limiting Long Term Illness against Percentage No Car
0
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0 10 20 30 40 50 60 70 80 90
Percentage No Car
Perc
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Term
Illn
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• now we want to calculate the actual Pearson’s correlationcoefficient (the r value) for this relationship• it is very easy to calculate with Excel
What do you think r will be??
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• go back to the ‘Tools’menu and select ‘Data Analysis’
In the ‘Data Analysis’window choose‘Correlation’
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Correlation analysis• this window allows you to define the variables you wantto correlate• you will correlate all yourcensus variables to get a fullcorrelation matrix
• the ‘Input Range:’ box defines the columns in the spreadsheetyou want to run the correlation on. click in this box and thenwith the mouse select all the columns of census data•check the ‘Labels in First Row’ box as well. make sure the ‘New Worksheet Ply:’ option is checked and call it ‘correlation’and then click on ‘OK’
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Steps in Developing a Spreadsheet
1.Determining the purpose - what inputs, what outputs, what printed reports
2.Planning - plan it on paper first
3.Building and testing - make sure it manipulates the data correctly
4.Documenting - should include something within the worksheet itself (directions, name and date)
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