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Working with data in Excel…

Entering data in a cell

 To enter any data in Excel, whether it is text, numbers or formulas, you first need to select the cell in which the data is to be entered. Using the mouse, click in the required cell to make it active (a thick, black border will appear around the edge of the cell), then type the data directly into the cell. Notice how the data also appears in the Formula bar as you type. When you have finished typing the data, press Enter. Until you press Enter, the cell is still active and any subsequent typing or action will be entered into the cell.

Editing data in the formula bar

 If you need to amend data in a cell, you do not need to retype the data again. You can edit the text within the Formula bar.

     1. Select the cell you want to edit by clicking on the cell using the left mouse button
     2. Click in the Formula bar to the right of the character(s) you want to change
     3. Use the Backspace key to delete the existing unwanted characters, then type any new characters (if required)
     4. Press Enter to complete editing that cell

Selecting cells

 Selecting a single cell only requires the user to click somewhere on that cell with the left mouse button Selecting more than one cell is a little trickier. If you move your mouse around the screen, you will notice that the mouse pointer looks like a large white cross. However, if you hold your mouse over an active cell (i.e. click on the cell first), the mouse pointer can be one of 3 different shapes:

Large white cross – Select – hold the mouse over the centre area of the cell
Small black plus sign – Fill / Copy – hold the mouse over the bottom right corner of the cell
Cross with arrows – Move – hold the mouse over the edge of the cell

The shape of the mouse pointer determines what will happen when you hold down the left mouse button. You must ensure that the ‘Select’ mouse pointer is displayed when trying to select one or more cells, otherwise you may find yourself moving data around the worksheet by accident.

Entering a range of data

If you want to enter data in a contiguous range of cells, i.e. cells that are adjacent to each other, a quick method is to select the whole range of cells, then enter the data, one cell at a time, using the Tab key to move between the cells. The active cell, within a range, is the white cell. To select a range of cells, drag your mouse from the top left corner to the bottom right corner of the required range. To deselect a range of cells, left click once elsewhere on the screen.

Using AutoFill and custom lists

Filling a text series

Certain data can be completed automatically using the AutoFill function. This automatic completion of a data list is based on certain rules in Excel and any custom lists of data that you specified. Certain words are identified by default in Excel as being ‘list’ words such as days of the week and months of the year.

For example, if the word ‘January’ is typed in Excel then further data can be AutoFilled, i.e. Excel can automatically fill in a series of text with February, March etc..

Go to Tools > Options > Custom Lists. Here you will see a few lists of words that have been identified as being list words in Excel. You will see a list January, February etc and also days of the week: Monday, Tuesday etc. To fill a list of data, one of the words contained in the list must be typed in a cell. Then, hold the mouse over the bottom right corner of the cell until the mouse pointer turns to a small cross (like a plus sign). Holding the left mouse button down drag in the direction you require the remaining list items to be filled.

Creating a new custom list

New custom lists can be added to existing ones. For example, if you regularly create worksheets containing a list of your companys’ offices within Australia, you could set up a custom list of those offices. Then you can type one of the names in the list and use the AutoFill function to automatically complete the adjacent cells with the remaining office names (either going down or across the spreadsheet). In the Custom Lists tab (see above), click in the List entries box and type in your list of data, separated by a comma. Then click on Add.

Filling a series combining text and numbers

When you combine text and a number in a cell, you can use AutoFill to create a series, where it copies the text, but increases the number with a step value of 1.

Filling a numerical series

You can also use the AutoFill function to fill a series of numbers in a contiguous range of cells. As a number is not identified in any custom list, the AutoFill function does not automatically create a series, but instead copies the data from one cell to the next. For example, if the number 1 is entered into a cell, and the AutoFill is used on that cell, the number 1 will be copied into all of the selected cells. Excel assumes that you just wish to copy the data, rather than filling a series.

However, if you enter the number “1” in one cell, then the number “2” in the cell to the right, you can then select both of the cells, then AutoFill to the right. This will fill a series of numbers, increasing with a step value of 1. Excel assumes that because you have entered 2 different numbers with a difference of 1 you want to fill a series rather than copy. You can also create a series where the number increases by 10, for example. Entering 10 in the first cell, 20 in the next, than AutoFill the 2 cells together along a range.

Copying and moving data

As you have already seen, data can be copied by holding the mouse over the bottom right corner of the cell and dragging the mouse to adjacent cells. However, you may need to copy data to a cell that is not adjacent or you may want to copy text that is contained in a custom list. To do this, you use the Copy function from the Edit menu.

Data can also be moved from one place to another by using the Cut function, also found on the Edit menu. There are 2 steps to remember when using either the Copy or the Cut commands:

Steps:

  • Select the cell(s) to copy (Edit > Copy) or move (Edit > Cut) from
  • Select the cell(s) to copy or move to (Edit > Paste)

 Data can be moved or copied in the following ways:

  • one cell to one cell
  • one cell to many cells
  • range of cells to range of cells

Clipboard task pane

This task pane can display (up to) the last 24 items that have been copied or cut from anywhere within Microsoft Office applications thus allowing data to be pasted one or more times, without having to recopy the data.

The clipboard keeps a record of those items that were copied or cut and allows you to paste the data in any order and as many times as required. This clipboard is the same clipboard viewed from any Microsoft Office application. Therefore, if you opened Microsoft PowerPoint or Microsoft Word, for example, you will see these items on the clipboard in those applications, allowing you to quickly and easily paste items from one application to another. These items will be stored on the clipboard until all Microsoft Office applications have been closed.

Other editing functions

There is no toolbar specifically for the editing functions. Many of the functions are displayed on the Standard toolbar and can also be found if you right mouse click when data in your worksheet is selected. The most commonly used functions on the Edit menu, some previously described – are:

  • Undo
  • Cut
  • Copy
  • Paste
  • Fill
  • Delete
  • Find
  • Replace

 Undo

Undo is a very useful function indeed! This function enables you to cancel the last action you performed. In later versions of Excel, it allows you to undo a maximum of 16 actions (although this default number can be changed). However, you cannot undo an action if you have saved the document since you performed that action.

Delete

The Delete function allows you to delete a particular cell, row or column. You can choose in which direction cells are deleted and where the remaining data is shifted.

Find and replace

The Find command allows you to find specific data (text or numbers) or formatting within a worksheet. You can even search within formulas and functions. The Replace command allows you to first find specific data or formatting, then to replace it with other data or formatting. For example, you could find all of the red text in a spreadsheet and change it to green, or you could replace the word “costs” with the word “expenses”. Rather than having to find each instance and change these manually, the Replace command allows to make all of the changes at once.

Learn more about Microsoft Excel >>

Working with workbooks and worksheets

Workbook defaults

There are various options in Excel that you can modify to make setting up your workbooks quicker and easier according to your preferences.

You will find many of these options in the dialog box under Tools > Options. The most useful ones are described below:

Setting the default number of worksheets

As you have already seen, when you create a new workbook, 3 worksheets are inserted automatically. If you only ever use 1 worksheet and always delete the remaining 2, then change the number of default worksheets to 1. Similarly, if you often use, say, 6 worksheets, then set the default to 6. You can set a maximum of 255 worksheets.

     1. Go to Tools > Options > General
     2. Change ‘Sheets in new workbook’ to required value between 1 and 255

Setting the default font

You can also set the default font type and size.

     1. Go to Tools > Options > General
     2. Change Standard Font settings

Setting the default file location

When you go to Open or Save an Excel workbook you can determine which folder on your computer you want Excel to open. If, for example, you keep all of your spreadsheets in a subfolder of My Documents called “My spreadsheets”, then you can set this as your default file location.

     1. Go to Tools > Options > General
     2. Change ‘Default file location’ to read “C:Documents and Settings/user/My Documents/My spreadsheets”, where ‘user’ is your user account (login) name

Setting the default language

When performing a spell check on your computer, you need to ensure that the language setting is correct. When Microsoft software is installed, the default language is ‘English (U.S.)’. This can be changed to ‘English (Australia)’.

     1. Go to Tools > Options > Spelling
     2. Change ‘Dictionary language’

Modifying workbooks

In the previous sections you learnt how to change the default settings for workbooks. However, you still may need to make manual changes to some of your workbooks. You can add, remove or re-order worksheets.

Inserting worksheets

To insert a new worksheet into a workbook, go to Insert > Worksheet. This will place a new worksheet to the left of the active worksheet. To insert multiple worksheets into a workbook, first select that number of current worksheets, then go to Insert > Worksheet. You will then see the new worksheets to the left of the active range of worksheets. Try This:

     1. Open a new workbook
     2. Hold down the Ctrl key, then click on 3 adjacent current worksheet tabs to select them
     3. Release the Ctrl key
     4. Go to Insert > Worksheet

Moving worksheets

You can change the order the worksheets appear in the workbook by dragging the sheet’s tab to the required position. Try This:

     1. Hold your mouse over the tab labelled ‘Sheet1’
     2. Hold down the left mouse button and drag the sheet tab to the left of ‘Sheet4’.
     3. Release the left mouse button

Copying worksheets

Entire worksheets can be copied within the same workbook in a similar way to how we moved a worksheet in the previous exercise. By dragging the sheet tab whilst holding down the Ctrl key, the worksheet is copied to that new location. Try This:

     1. Hold your mouse over the tab labelled ‘Sheet1’
     2. Hold down the Ctrl key
     3. Hold down the left mouse button and drag the sheet tab to the right of sheet tab ‘Sheet3’.

Release the left mouse button then release the Ctrl key

Note how the worksheet has been named ‘Sheet1 (2)’. Worksheets, within the same workbook, cannot have the same name, so Excel automatically numbers the sheets when copied.

Naming worksheets

You can rename worksheets to make them more meaningful and to help you better organise your data.

To name a worksheet, double click on the tab at the bottom of the worksheet and type the new name. Certain characters cannot be used in a worksheet name, such as / * [ ]

Deleting worksheets

To delete an entire worksheet, go to Edit > Delete Sheet. If there is data on the worksheet a warning message will appear to check you wish to permanently delete the worksheet.

Modifying worksheets

As well as making changes to whole workbook settings – as seen in the previous section – you can also change individual worksheet settings to enable viewing and working with your worksheets easier and more personalised.

Inserting rows and columns

At times you may need to insert data in between existing data in your worksheet. Inserting rows and columns into a worksheet does not create an additional row or column (beyond Excel’s limits) but shifts the existing rows down or columns to the right, removing the same number of rows or columns from the end of the worksheet.

Deleting rows and columns

You can also remove rows or columns from your worksheet. This is done in a similar way to inserting rows or columns. First select the row headers or column headers that require deleting, then go to Edit > Delete.

Hiding rows and columns

There may be data on your worksheet that you do not want to see or print, but you do not want to delete. To hide a row or column, right click on the row or column header then select Hide. To unhide a row or column, you must first select the rows or columns wither side of those that are hidden, then right click and select Unhide.

Zooming in and out

You can change the magnification to display more or less of your worksheet.
From the View menu, select Zoom. This will open a dialog box from which you can select a different magnification. The default is 100%.

Freezing panes and splitting windows

The Freeze Panes and Split commands in the Window menu allow you to divide your worksheet into sections so you can scroll independently within different parts of the screen.

The Freeze Pane option freezes the area at the top and/or to the left of the screen to keep any headings in place whilst allowing you to scroll the remainder of the screen. Click in the cell to the right and below the rows and columns you want to freeze then go to Window > Freeze panes.
The Split option actually splits the window into a maximum of 4 separate windows with independent scrolling capability in each.

Learn more about Microsoft Excel >>

Finding your way around Excel…

Opening Excel

There are several ways to open an Excel workbook, depending on whether you want to open a new workbook or an existing workbook.

Opening Excel from the Start Menu

     1. Click on Start > All Programs > Microsoft (Office) Excel 
     2. Click on Microsoft Excel shortcut on Desktop

Opening an existing Excel workbook

Double click on the workbook from My Documents / My Computer window.

The Excel screen

Depending on your computer’s settings, you may see the Excel Task Pane appear on the right side of the Excel screen.

If the default settings have not been changed, then you would also see that the new workbook contains 3 blank worksheets and 2 toolbars at the top of the screen; the Standard toolbar and the Formatting toolbar.

Menus

Worksheets contain Toolbars and Menus, as in all Microsoft Office products, that contain commands to tell the program what you want it to do.

Standard Microsoft Office Menus:

  • File
  • Edit
  • View
  • Tools
  • Help

 Additional Excel menus

  • Insert
  • Format
  • Table
  • Window

 Accessing commands from the menu

     1. Click on a menu name
     2. Click on required command (you may need to click on to view all commands)

Toolbars

Toolbars are just another way of accessing commands. Each button (icon) on a toolbar represents a different command. When these buttons are clicked the command is run.

Shortcut Keys

Shortcut keys allow you to run commands using the keyboard rather than the menus or toolbars with the mouse. Using these shortcut keys can make working in Excel much quicker The only problem is remembering the shortcut keys!

Useful Shortcut keys

Navigating in Excel
Ctrl + End – Go to end of work area
Ctrl + Home – Return to cell A1
Page Up – Go to previous screen up
Page Down – Go to next screen down
Alt + Page Up – Go to previous screen left
Alt + Page Down – Go to next screen right
Ctrl + Arrow down – Go to bottom of range / spreadsheet
Ctrl + Arrow up – Go to top of range / spreadsheet
Ctrl + Arrow right – Go to far right of range / spreadsheet
Ctrl + Arrow left – Go to far left of range / spreadsheet
Ctrl + Page Up – Go to previous spreadsheet
Ctrl + Page Down – Go to next spreadsheet

Selecting data
Ctrl + Click – Selects multiple individual cells
Click + Shift + Click – Selects range of cells
Click + Shift + Arrow – Selects range of cells
Ctrl + Shift + End – Selects remaining work area
Ctrl + * – Selects current range
Ctrl + A – Selects spreadsheet

Working in the formula bar
Alt + Enter – New line within cell

Other useful shortcuts
Ctrl + O – Open a workbook
Ctrl + S – Save workbook
Ctrl + P – Print workbook
Ctrl + X – Cut selection
Ctrl + C – Copy selection
Ctrl + V – Paste selection
Ctrl + Z – Undo last action(s)
F1 – Help

Saving your workbook

When working on a computer it is important to regularly save your work in case files or data are lost through a technical fault. It is also important to save your files in an appropriate place, again in case of a fault with the computer, but also for ease of retrieval.

A workbook can be saved at any point (not just when it is finished). Therefore it is always good practice to save the file as soon as it is created.

To save a workbook:

     1. Go to File > Save (As)
     2. Select which folder to save the spreadsheet
     3. Type a name for the workbook
     4. Click on Save

What is the difference between ‘Save’ and ‘Save As’?

Save – updates the current file i.e. saves over the top of the original workbook. This will only open a dialog box the first time that the workbook is saved.

Save As – allows you to change the file name or location of the file to make a copy of the original workbook. A dialog box is opened each time the Save As command is selected.

When working on any sort of document, click on the Save button every few minutes to ensure that the latest version of the document is stored on the computer should there be a technical fault.

Closing your workbook

Windows allows users to have more than one application open at any one time. It also allows users to have more than one document within an application to be open at any one time, therefore there are several ways of closing a workbook.

There are 3 basic options when closing a file in a Microsoft application:

  • Close the application i.e. Excel
  • Close the current workbook (leaving Excel open)
  • Close ALL open workbooks (leaving Excel open)

 At the bottom of the File menu is the Exit command. Selecting this will close Excel and all open workbooks. Towards the top of the File menu is the Close command. This, when selected, will close the current workbook.

If you want to close all open workbooks, but keep Excel open, you do not have to close each one individually. You can hold down the Shift key and then open the File menu. You will notice how Close becomes Close All.

Learn more about Microsoft Excel >>

Spreadsheets explained…

What is a spreadsheet?

A spreadsheet is a rectangular table or grid used for organising and analysing data arranged in rows and columns. Data can be entered, edited, manipulated and stored as text or numbers. Data can be used in complex calculations, graphical chart creation or analysis.

Some common Excel terms

Worksheet – a single spreadsheet
Workbook – a single file containing a collection of one or more worksheets (up to 255).
Cell – a box where a row and column meet, into which data is input. Each cell has a different name, derived from the column and row in which it is contained. The cell name is displayed in the Name box
Active cell – cell indicated by a solid border, whose name is currently displayed in the Name box. The active cell is where data appears when keyed from the keyboard.
Formula bar – text or numbers that are keyed in to the active cell are displayed in the formula bar.
Range – a rectangular area of 2 or more adjacent cells
Menu – a list of application commands that is displayed when you click a menu name from the top of the Excel screen
Menu bar – horizontal bar below the title bar that contains the names of menus
Button – a picture that performs a command when clicked on
Title bar – the blue bar at the top of the window that displays the name of the workbook
Toolbar – contains a group of similar buttons

Worksheets and workbooks

Think of a ‘workbook’ as a book that contains ‘worksheets’ or pages. When Excel is started it opens a new workbook that contains 3 worksheets.

Common uses for spreadsheets

  • storing complex data in tabular format e.g. customer records
  • calculating budgets
  • maintaining accounting ledgers
  • performing “What If?” analyses

 Examples of spreadsheet programs

  • Lotus 1-2-3
  • Microsoft Excel
  • Corel Quattro Pro
  • Microsoft Works spreadsheet

Some Excel facts

Each worksheet contains 256 columns and 65,536 rows… that’s 16,777,216 cells! If the entire worksheet was printed out, it would measure 5.6 metres wide by 327.7 metres long! Each cell can hold up to 32,767 characters… that’s a potential of 549,739,036,672 characters in just one worksheet!

Learn more about Microsoft Excel >>

Insert slide from another presentation

To insert a slide from another PowerPoint presentation:

  • Go to Insert
  • Slides from Files
  • From Find presentation tab, click on Browse
  • Select presentation
  • Click Open
  • Click on required slides
  • Click on Insert and Close

Learn more about Microsoft PowerPoint >>