Getting Started with Excel 2010 Michael Starks.pdf

Getting Started with Microsoft Excel 2010

April 14, 2010 Michael Henry Starks

www.linkedin.com/in/starkscommunications

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2 Michael Henry Starks [email protected]

Three Rules

1. Ask stupid questions 2. Cheat 3. Make Mistakes

Source: Techsoup.org. This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivs 3.0 Unported License. [email protected] 3 Michael Henry Starks

Do you already know how to…

• How to use a mouse. • How to work with windows, toolbars, command

menus and dialog boxes. • Use a Windows operating system (XP, Vista,

Windows 7). • Select text (highlighting). • Change font face and size. • Use Undo and Redo. • Save a file.

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What you will learn • Key terms. • Spreadsheets and worksheets. • Ribbon and Backstage. • Using Help. • Instructions for exercises. • Creating a new workbook. • Working with an existing workbook. • Working with text. • Working with numbers and formulas. • Creating charts. • What else?

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What is Excel 2010?

• A tool for making spreadsheets. • Part of the Microsoft Office 2010 suite of

programs. – Word – PowerPoint

Key terms • Cell is a single “box”

• Column is a vertical “stack” of cells, with a letter at the top.

• Row is a horizontal line of numbers, with a different number for each row.

What is a spreadsheet?

• A table of numbers in columns and rows. – Excel contains software for analyzing numerical data.

• Good for: – Recording numbers. – Doing calculations. – Making charts.

• Not good for: – Processing a lot of text. – Making presentations using text and pictures.

In Excel, a worksheet is a spreadsheet.

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Each worksheet has its own labeled tab.

A collection of worksheets is a workbook.

Cell E6

The Ribbon menu contains the set of commands for working in an Excel workbook.

• Very similar to the Ribbon in MS Word or PowerPoint 2010. – Organizes Excel’s many features into related tabs. – Makes it easier to quickly access those you need.

• Don’t know what an icon means? – Move your cursor to any icon (symbol) in the Ribbon – but don’t click. – A little box will pop up showing the name or function of that icon.

• Don’t see the option you want? – On any panel, click on the tiny downward arrow in the panel’s lower

right-hand corner – That tiny arrow is the Dialog Box Launcher

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Dialog Box Launcher

Backstage, behind the File tab

Versions is important if you already have files that were created in earlier versions of Microsoft Excel, or if plan to send Excel 2010 files to people using earlier versions of Excel.

Help is always nearby.

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INSTRUCTIONS FOR EXERCISES

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A new workbook Create a workbook: 1. Click the File tab and then click New. 2. Under Available Templates, click Blank Workbook. 3. Click Create. Save a workbook: 1. Click the File tab. 2. Click Save As. 3. In the Save As dialog box, in the Save as type list, select Excel

Workbook 4. In the File name box, enter a name for your workbook. 5. Click Save to finish.

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Working with an existing workbook.

Open “Getting Started with Excel.xlsx” • Select the tab “2008

Expenses” • To see what happens:

– Move the horizontal scroll bar at the bottom.

– Move the vertical scroll bar on the right.

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Entering text 1. Select cell B1.

– B and 1 are highlighted. 2. Type your full name.

– When you type something longer than the cell width, all the text will be visible.

3. Press Tab or the Right Arrow key to move to cell C1. – Type any letter and see what happens to your name. – When data is in the neighboring cell, the words will get cut off.

4. Press Shift+Tab or the Left Arrow key once to go back to cell B1. – Look in the Formula Bar, to the right of the symbol fx. – That’s where you can see all the text in whatever cell is selected

(highlighted).

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Formatting text • Find the Cells panel near the right end of the Ribbon.

– Select Format. – Select AutoFit Column Width. – Column B expands to show all the text in B1.

• Making rows taller or shorter works the same way (Cells Format AutoFit Row Height).

• Select cell B1 and look at the Font panel in the Ribbon – Click the down arrowhead next to the name of the font face and change the

font to Times New Roman – Click the down arrowhead next to the font size and change the size to 20pt – Click the B to make your font bold (I to make it italic, U to underline it). – Click the paint can to fill the cell with a different color. – Click the A to change the color of the font.

• When done editing, press the Tab key to move to the next cell to the right – Or press the Enter key to move down. – Or press one of the Arrow keys to move in any direction.

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Formatting text • Select cell B1 and look at the Font panel in

the Ribbon – Click the down arrowhead next to the

name of the font face and change the font to Times New Roman

– Click the down arrowhead next to the font size and change the size to 20pt

– Click the B to make your font bold (I to make it italic, U to underline it).

– Click the paint can to fill the cell with a different color.

– Click the A to change the color of the font.

• When done editing, press the Tab key to move to the next cell to the right.

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Formatting numbers • Select the cells that you

want to format. • Look at the Number group

(on the Home tab). – Click the Dialog Box Launcher

next to Number (or just press CTRL+1).

• In the Category list, click the format that you want to use. – Adjust settings, if necessary. – As you select each possible

setting, Excel shows you what each one will look like.

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Formulas • Excel treats cell that begins with an “=” as being a formula.

– Excel “evaluates” (solves) the formula and displays the result rather than displaying the raw contents of the cell.

• The basic operators are: – Addition: “+” – Subtraction: “-” – Multiplication: “*” – Division: “/”

• Select a cell and type this formula: =9+6 – Excel will show “15” in the cell. – Formulas may be long and complicated (=8*9-6+35-2)

• If you want to group in an equation, you may use parenthesis ( “(”, “)” ) to do that.

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Applying and cloning formulas for a row or column

• Select cell C3. • Hold down the Shift key and use the down

arrow to highlight cells C3-C10. • Click on the Epsilon (looks like an E) in the

Ribbon. – Numbers in C3-C10 are added together.

• Select C11 and Copy • Highlight D11-N11 and right click to see

options for Paste.

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Creating charts

• Select cells A1-N10. • Select Insert tab. • In Charts panel, select:

– Column. – Line. – Pie. – Bar.

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Sources and help

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• Cronan, John. 2010. Microsoft Office Excel 2010 quicksteps. Evergreen Catalog: https://evergreen.lib.in.us/opac/en-US/skin/default/xml/rdetail.xml?r=17795356&ol=4&t=title%3A%20excel%202010&tp=keyword&l=4&d=0&hc=12&rt=keyword.

• McFedries, Paul. 2010. Teach yourself visually Excel 2010. Evergreen Catalog: https://evergreen.lib.in.us/opac/en-US/skin/default/xml/rdetail.xml?r=17759391&ol=4&t=title%3A%20excel%202010&tp=keyword&l=4&d=0&hc=12&rt=keyword.

• Frye, Curtis. 2010. Microsoft Excel 2010 : step by step. Evergreen Catalog: https://evergreen.lib.in.us/opac/en-US/skin/default/xml/rdetail.xml?r=17811075&ol=4&t=title%3A%20excel%202010&tp=keyword&l=4&d=0&hc=12&rt=keyword.

• Rost, Richard. 2010. The complete idiot's guide to Microsoft Excel 2010 : 2-in-1. Evergreen Catalog: https://evergreen.lib.in.us/opac/en-US/skin/default/xml/rdetail.xml?r=18868976&ol=4&t=title%3A%20excel%202010&tp=keyword&l=4&d=0&hc=12&rt=keyword.

• Automagic! Simple Excel tips for metrics nerds. Duck Call blog. Big Duck. http://www.bigducknyc.com/blog/?p=3962.

Skillsoft courses on Excel 2010 • GETTING STARTED WITH EXCEL 2010 - [mo_bexl_a01_dt_enus] • APPLYING BASIC DATA FORMATTING IN EXCEL 2010 - [mo_bexl_a02_dt_enus] • MOVING AND GETTING AROUND IN EXCEL 2010 - [mo_bexl_a03_dt_enus] • MOVING DATA AND MODIFYING WORKSHEETS IN EXCEL 2010 -

[mo_bexl_a04_dt_enus] • SAVING, SENDING, AND PRINTING EXCEL 2010 WORKBOOKS -

[mo_bexl_a05_dt_enus] • USING CONDITIONAL FORMATTING, TABLES, AND SPARKLINES IN EXCEL 2010 -

[mo_bexl_a06_dt_enus] • REVIEWING AND PROTECTING CONTENT IN EXCEL 2010 - [mo_bexl_a07_dt_enus] • USING BASIC FORMULAS IN EXCEL 2010 - [mo_bexl_a08_dt_enus] • USING BASIC FUNCTIONS WITH EXCEL 2010 - [mo_bexl_a09_dt_enus] • INSERTING BASIC CHARTS IN EXCEL 2010 - [mo_bexl_a10_dt_enus] • ADDING VISUALS, THEMES, AND STYLES TO EXCEL WORKBOOKS -

[mo_bexl_a11_dt_enus] • http://www.skillsoft.com/catalog/courses.asp?oid=5002123&pid=5000439&sid=5

064200&cid=5064378.

Michael Henry Starks [email protected] 25

Getting Started with Microsoft Excel 2010

April 14, 2010 Michael Henry Starks

www.linkedin.com/in/starkscommunications