Excel: Elementary Operations

Tutorial Series, MSc in SEEM/ECLT, 1st term, 2016-2017

Excel: Elementary Operations

Tutor: Pan Hong

Date: Sep 5, 2016


Introduction

Spreadsheet

Application Data recording & organizing

Data computation Build-in functions

Data analysis Sorting, filtering, subtotal; View

Commercial charts: 13 categories

Customized VBA


Excel Application --- Tutorial Content


Example

http://hk.finance.yahoo.com/

Get Quotes

Enter symbol

Historical stock prices

Download

.CSV (comma separated values)

.xlsx: save as

Tutorial Webpage

http://www.se.cuhk.edu.hk/~seemeclt

http://hk.finance.yahoo.com/

http://www.se.cuhk.edu.hk/~seemeclt


Excel Version

Excel 2003 vs. Excel 2010

Learn where menu and toolbar commands are in Office 2010 and related products

http://office.microsoft.com/en-us/outlook-help/learn-where-menu-and-toolbar-commands-are-in-office-2010-and-related-products-HA101794130.aspx

http://office.microsoft.com/zh-cn/excel-help/HA101794130.aspx






































Excel 2010 Interface

Menu Toolbars -> Tool Tabs

Task pane

Formula bar

Worksheet navigator

Status bar

Scroll bar


Excel 2010 Menu File

Save & Send: change file type Options

Home File -> Options -> Customize Ribbon Add-Ins: Manage

Insert Charts

Page Layout Formulas

Function Wizard AutoSum Name Manager

Data Data Analysis: basic and advanced, what-if

Review Permission Control

View


Basic Concept

Workbook & Worksheet

Cell

Rows (numerical labeled)

Columns (alphabetical labeled)

Active cell

Click: to reference by name

Double-click: to activate into edit mode


Basic Operation (1)

Pointer Appearance Selection cross I-Beam Mouse Pointer AutoFill cross

Selection Cell - row - column Area

Continuous Non-continuous: to press Ctrl

Context-menu: right click


Basic Operation (2)

Row – column Insert, delete, set width/height, hide, unhide

Move: to press shift

Copy, paste Paste special - transpose

Window Split

Display different part of the same worksheet

From menu or drag II-beam directly from scroll bar

Freeze panes (Menu: View -> Window -> Freeze Panes) Select a cell

Horizontal & vertical line


Cell Content

Text Cannot be calculated

Number

Date & time 7/10/2011

3:00 pm

Formula Start with equal sign


Cell Input

Edit

Formula bar

Cell inside: activate first

Confirm

Tick

Enter: active cell moves to next

Menu: Tools -> Options -> Edit

Alt + Enter: force a new line / wrap text

Ctrl + Enter: active remained; multi-cell


Input Using Form

Form Not by default in Excel 2010

Options -> Customize Ribbon -> all commands

Data Base User’s habit: dialog box Demo: Insert a new worksheet

First line as field name Press Tab to move right

Field selection Data -> Form

To skip warning


Input and Display

System specification

Scientific notation

Rounding: decimal part too long

First numeral as zero: omitted

Preceded by apostrophe ‘

Notation Reminding:

Error-checking-> number stored as text


Conversion between Text and Number

Alignment by default Left vs. Right

Menu Home -> Number (More Number Formats) Edit: clear formats

Tricky things 1. Format a cell as text first

Error checking appear

2. Input numbers first, and then format cells No warning; judging from status bar: quick calculation To activate, confirm again

Note: number copied from other place Possibly stored as text


Fill Operation

Filling handle Context menu: option list

Copy

Series

To fill formatting

To simplify formula input

Advanced control Menu: Home -> Editing -> Fill -> Series

Create new series File -> Options -> Advanced -> General: Edit Custom Lists


Formatting Tool Tabs

Basic

Font, border, fill, alignment…

Menu: Home -> Cells -> Format Cells

Example

Design a title of a table

Insert a row above the field names

First cell to input text

Selection of table head

Merge and center


Slash Table Head

Chinese Users’ habit: not well-supported Using cell formatting

Always fix the row height and column width first Text input with new-line forcing Format Cells -> Alignment (justify) Insert blank needed

Using Insert Illustrations Shapes -> Lines Text box

Format Shape: Line Color -> No Line Copy - paste Drag to fit


Create Formulas

Input directly Start with equal sign Operator

Range operator colon --- D3:D7 Union operator comma --- D3:D7, F11, B4

Using function wizard: fx Function arguments

Using AutoSum: a area of cells to sum Select the destination cell first Home -> Autosum Adjust the range by dragging

Using copy-paste Context menu option: values only For continuous area: auto fill


Cell Reference

Relative reference A2

Relative position

Automatically adjusted during copy

Absolute reference $A$2

Fixed position on line or row

Shortcut key to convert: F4

Example


Thanks!

Documents

Excel: Elementary Operations