Efm Excel Workshop

Workshop Format1: Explain Features

• Excel features explained in slides

• Step-by-step• Traditional

learning

2: Synchronized Task

• Practical application

• Important features from explanation

• Learning by doing

3: Reference

• Handouts online

• Print at home for future reference

Workshop Overview• The Beginning

– Explanation of basic features– Synchronized Task #1

• The Middle– Explanation of advanced features– Synchronized Task #2

• The Last Part– Explanation of statistical features– Synchronized Task #3

• Discussion

Disclaimer

• This is NOT a statistics workshop!• Only technical info about Excel 2003

However…

The Beginning– Explanation of basic features– Synchronized task #1

Beginning TerminologyExcel file = Workbook

Parts of an Excel file = Worksheet

Beginning Terminology

Worksheet Tabs:Right-click for options

Beginning TerminologyCell

Beginning TerminologyCellRow

Beginning TerminologyCellRowColumn

Beginning TerminologyCellRowColumnCell headings

Beginning TerminologyCellRowColumnCell headingsCell reference

Click row or column headingTo Select Entire Rows/Columns

Click row or column heading• Column A

To Select Entire Rows/Columns

Click row or column heading• Column A• Row 1

To Select Entire Rows/Columns

Dates and times automatically recognizedEntering Dates/Times

Times by using a colon ( : )Entering Dates/Times

16:30

Dates by using either• dashes ( - ) or• Slashes ( / )

Entering Dates/Times

8-3-078/3/07

Remember: Negative numbers in parentheses ()

• E.g. -34 is in Excel (34)

Entering Data

(34)

Bored yet?

Changing Cell Format

• Font• Text size• Text alignment (Left, center, or right)• Text decoration (Bold, italic, underline)• Cell border(s)• Cell color• Text color

Changing Cell Format• First, select cells

Changing Cell Format• Then, change format propertyFont

Changing Cell Format• Then, change format propertyText size

Changing Cell Format• Then, change format propertyText decoration

Changing Cell Format• Then, change format propertyText alignment

Changing Cell Format• Then, change format propertyCell border(s)

Changing Cell Format• Then, change format propertyCell color

Changing Cell Format• Then, change format propertyText color

Changing Cell Format

• Or, right-click• Select “Format Cells”

Changing Cell Format

• Font• Text size• Text alignment • Text decoration• Text color

“Font” Tab

Cell border

Changing Cell Format“Border” Tab

Cell color

Changing Cell Format“Patterns” Tab

Using Functions

Formula bar

Using Functions

• All functions, same syntax:

=sum(345,432,C4,D5)

Equals sign:Tells Excel that this is a function

Using Functions

• All functions, same syntax:

=sum(345,432,C4,D5)

Function:Tells Excel which function

Using Functions

• All functions, same syntax:

=sum(345,432,C4,D5)

Arguments:Tells Excel how to apply the

function

Using Functions

• All functions, same syntax:

=sum(345,432,C4,D5)

Arguments:Each separated by comma

Using Functions

• All functions, same syntax:

=sum(345,432,C4,D5)

Numbers:• Applies function to

numbers• Must change function

Using Functions

• All functions, same syntax:

=sum(345,432,C4,D5)Cell references:• Applies to cell values• Need not change function

Using Functions

• All functions, same syntax:

=sum(345,432,C4,D5)Translation:A cell with this function will display the result of:345 + 432 + contents in C4 + contents in D5

Everything clear so far?

Using Functions

Four ways:1. Type directly2. Use Auto-Sum button3. Select from drop-down box4. Call “Insert Functions” menu

1: Type Functions Directly

Direct input into formula bar or cell

=sum(34,45)

1: Type Functions Directly

Cell references as arguments• Can be typed• Can be clicked

=sum(B3,C3,D3)

2: Use Auto-Sum Button

Clicking the Auto-Sum button:• Is quick• Inputs SUM() function immediately

=sum()

2: Use Auto-Sum Button

For more functions:• Click the downward arrow• Choose function to input

3: Select From Drop-Down Box

For even more functions:• Enter an equals sign• Click drop-down arrow• Select function

=

4: Call “Insert Function” Menu

• Click “Insert”• Select “Function…”

Insert Function Menu

Function Window:• Displays all functions• Select from here

Insert Function Menu

Description:• Describes selected function• Displays correct arguments

Insert Function Menu

Search Window:• Filters functions in function window• Input keywords to search• Click “Go”

Insert Function Menu

Category Menu:• Filters functions in function window• Click drop-down arrow• Select a category

Insert Function Menu

Help link:• Displays Help topics relevant to

selected function

Auto-Filling Functions

• Same function on different values• Columns or rows• Great for grand totals

Auto-Filling Functions

• Activated with fill handle– Lower-right of selected cell– Cursor becomes a black cross

+

Auto-Filling Functions

1. Enter function• Cell references as arguments

Auto-Filling Functions

1. Enter function• Cell references as arguments

2. Drag fill handle over desired cells

Exporting Tables to WordPutting your Excel table into your paper

Exporting Tables to Word• Select cells to export

Exporting Tables to Word• Select cells to export• Call “Edit” menu• Select “Copy”

Exporting Tables to Word• Open Word• Call “Edit” menu• Select “Paste”

Exporting Tables to WordThere it is!

Questions?

Synchronized Task #1

• Create an Excel workbook• Enter functions• Auto-fill functions• Edit worksheet tabs

The Middle– Explanation of advanced features– Synchronized task #2

Creating A Chart

• Visual representation of data• Make a chart in 10 seconds

Creating A Chart

• Select data to be charted

Creating A Chart

• Select data to be charted• Click Chart Wizard button

Creating A Chart• Select chart type

Creating A Chart• Select chart type• Click “Finish”

Creating A Chart

Chart in 10 seconds!• Simple• No-frills

More on Charts

• More options available• More chart types• Fully customizable

More on Charts

Example: non-adjacent rows:

More on Charts

Example: non-adjacent rows:• Start with the Chart Wizard

More on Charts• Select chart type

More on Charts• Select chart type• Click “Next >”

• Delete anything here

More on Charts

• Click “Series” tab

More on Charts

• Click “Series” tab• Click “Add” button

More on Charts

• Click “Series” tab• Click “Add” button• Input series name

More on Charts

USA

• Click “Series” tab• Click “Add” button• Input series name• Click here for data

More on Charts

More on Charts

• Select data for first series

More on Charts

• Select data for first series• Click to return to dialogue

Repeat for Series 2• Click “Add” button• Input series name• Click here for data

More on Charts

Repeat for Series 2• Click “Add” button• Input series name• Click here for data

More on Charts

Repeat for Series 2• Click “Add” button• Input series name• Click here for data

More on Charts

Argentina

Repeat for Series 2• Click “Add” button• Input series name• Click here for data

More on Charts

More on Charts

• Select data for second series

More on Charts

• Select data for second series• Click to return to dialogue

• Notice chart preview

More on Charts

• Notice chart preview– X-axis has no labels

More on Charts

• Notice chart preview– X-axis has no labels– Should be years

More on Charts

• Notice chart preview– X-axis has no labels– Should be years

• For category labels,– Click button

More on Charts

More on Charts

• Select data for category labels

More on Charts

• Select data for category labels• Click to return to dialogue

• Notice chart preview– X-axis has no labels– Should be years

• For category labels,– Click button

• Notice chart preview– Years in place

More on Charts

• Notice chart preview– X-axis has no labels– Should be years

• For category labels,– Click button

• Notice chart preview– Years in place

• Click “Next >”

More on Charts

More on Charts

Change chart options:• Chart and axis titles

Change chart options:• Axis labels

More on Charts

Change chart options:• Gridline display

More on Charts

Change chart options:• Legend display and location

More on Charts

Change chart options:• Data label display

More on Charts

Change chart options:• Data table display

More on Charts

When finished with options:• Click “Next >”

More on Charts

Chart location:• Click for new worksheet

More on Charts

Chart location:• Click for existing worksheet

More on Charts

Chart location:• Click “Finish”

More on Charts

Exporting Charts to Word• Copy and paste• Just like exporting tables

Questions?

Freezing Panes

• For large worksheets• Scrolling makes titles disappear

Freezing Panes

• For large worksheets• Scrolling makes titles disappear

Freezing Panes

• For large worksheets• Scrolling makes titles disappear

Freezing Panes

• Keep titles on page while scrolling data

Freezing Panes

To freeze rows:• Select row below last to be frozen

Freezing Panes

To freeze rows:• Select row below last to be frozen• Call “Window” menu• Select “Freeze Panes”

Freezing Panes

To freeze columns:• Select column right of last to be frozen

Freezing Panes

To freeze columns:• Select column right of last to be frozen• Call “Window” menu• Select “Freeze Panes”

Freezing Panes

To freeze rows and columns:• Select cell below and to the right

Freezing Panes

To freeze rows and columns:• Select cell below and to the right• Call “Window” menu• Select “Freeze Panes”

Freezing Panes

Titles stay while scrolling!

Freezing Panes

Titles stay while scrolling!

Freezing Panes

Titles stay while scrolling!

Questions?

Synchronized Task #2

• Download sample workbook• Create a chart• Use Chart Options• Freeze Panes

The Last Part– Explanation of statistical features– Synchronized task #3

Data Analysis MenuMenu contains all

statistics tools

Data Analysis MenuMenu contains all

statistics tools

Call Menu:• Click “Tools”

Data Analysis MenuMenu contains all

statistics tools

Call Menu:• Click “Tools”• Select “Data

Analysis…”

Data Analysis MenuMenu contains all

statistics tools

Descriptive Statistics

Descriptive Statistics

Input Range:• Tells Excel which data to analyze

Descriptive Statistics

Grouped by:• Columns or rows?

Descriptive Statistics

If labels in first row/column:• This box must be checked

Descriptive Statistics

Output Options:• Output in existing worksheet, new

worksheet, or new workbook?

Descriptive Statistics

Further information:• Check boxes to include additional info

T-Tests

T-Tests

Input:• Ranges for each variable in dataset

T-Tests

Hypothesized Mean Difference:• If null hypothesis is µ1-µ2=0, then input 0

T-Tests

Labels:• Check if first row/column has labels

T-Tests

Alpha:• Enter test confidence level• Must be value from 0 to 1

T-Tests

Output Options:• Output in existing worksheet, new

worksheet, or new workbook?

Z-Tests

Z-Tests

Input:• Range in workbook for variables

Z-Tests

Hypothesized Mean Difference:• If null hypothesis is µ1-µ2=0, then input 0

Z-Tests

Variable Variances:• Known population variance per variable

Z-Tests

Labels:• Check if first row/column has labels

Z-Tests

Alpha:• Enter test confidence level• Must be value from 0 to 1

Z-Tests

Output Options:• Output in existing worksheet, new

worksheet, or new workbook?

ANOVA

ANOVA

Input:• Range in workbook for variables

ANOVA

Grouped by:• Columns or rows?

ANOVA

Labels:• Check if first row/column has labels

ANOVA

Alpha:• Enter test confidence level• Must be value from 0 to 1

ANOVA

Output Options:• Output in existing worksheet, new

worksheet, or new workbook?

Regression

Regression

Input:• Range in workbook for variables

Regression

Labels:• Check if first row/column has labels

Regression

Confidence Level:• Check box to include additional level in

output

Regression

Constant is Zero:• Check box to force regression line to

pass through zero

Regression

Output Options:• Output in existing worksheet, new

worksheet, or new workbook?

Regression

Plot Options:• Check boxes to include additional plots in

output

Questions, SUCKA?

Synchronized Task #3

• Use sample workbook• Perform statistical tests• YOU get to choose which tests!

Discussion

• Any more questions? • Any complaints or comments?

Thanks, and have a great day, FOOL!