EXCEL INTERMEDIATE

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WORKSHEETS• Worksheet Tabs

– Rename by double clicking

– Can be moved by click and drag

– Change colour by right click and choose Tab Color

– Grouping worksheets by clicking ctrl and tab

• Allows formatting and formula insertion in

multiple sheets simultaneously

– Refer to formulas on another sheet by

beginning to type formula on current sheet,

then click on sheet tab, and select cell on new

sheet

• =B5-Sheet2!C3

• =J27*’Quarter1’F17

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CELL FORMATTING

• Clear Cells

– Home tab, Edit group,

Clear button

• Text Wrapping

– Right click, Format Cells,

Alignment tab, Wrap text box

• Text Rotation

– Right click, Format Cells,

Alignment tab, drag “Text”

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LINKING FORMULAS

• If on a “Summary Sheet”, you would like to

include a cell from a different sheet:

– Click in the cell on the “Summary Sheet”, where

you want the answer to appear

– Key in the equals sign =– Then navigate to the sheet tab, you want to

reference, and click on the specific cell you want

– Press “ENTER”

• In the myitlab Grader assignment —this is

what question # 10, is referring to 4

FUNCTIONS

• Autosum

• =today()

– Can also enter

CTRL + ; for

DATE

• =now()

– Try format as #

• =min()

• =max()

• =median()

• Dragging

formulas

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FIND TOTAL “WORKING DAYS” BETWEEN

ANY 2 DATES, INCLUDING “HOLIDAYS”

• Helpful, with project plans, gantt charts

• =networkdays(start date, end date, list of

holidays) to get the number of working days.

• In the above sample you can see the number of working

days between NEW YEARS DAY and SEPTEMBER 016

FUNCTIONS cont.

• =Round()

• =Average()

• =Countif()– The COUNTIF function counts the number of cells within a range that

meet a single criterion that you specify

– range Required. One or more cells to count

– criteria Required. A number, expression, cell ref, or text that defines

which cells will be counted. eg, 32, ">32", B4, "apples", or "32".

• =PMT()

• =IF()

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IF FUNCTION

• =IF(logical_test,value_if_true,value_if_false)

• Checks whether a condition is met, and

returns one value if TRUE, and another

value if FALSE

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Cell References

• Relative cell references

– Default

– Automatically change cell references relative to which

column/row you copy it to

• Absolute cell references

– F4 key

– Absolutely will not change when you copy formula

• Mixed cell references

– Either ROW or COLUMN will not change depending

which one is preceded by a $ dollar sign

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MIXED CELL REFERENCE

• A mixed cell reference contains only one

dollar sign:

=$A1

– the column part of the reference (A)

is absolute and the row part (1) is

relative.

=A$1

– the column part of the reference is

relative and the row part is absolute.

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“PROJECTED 1st QUARTER”:

Absolute Cell Reference

• A formula to calculate:

“PROJECTED 1st Quarter Sales”

– Because sales are PROJECTED to increase,

the projected value should be greater than the

current data =B7+(B7*$B$17)

– B7 would be the current value

– *$B$17 would be the % increase

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PV

• =PV (rate,nper,pmt, pmt,fv)

– Returns the PRESENT value of an investment.

The present value is the total amount that a

series of future payments is worth NOW.

• For example, when you borrow money, the loan

amount is the present value to the lender.

– Unless otherwise stated-the pmt is “0”

– Do NOT have to divide INTEREST RATE by

12, or multiply NPER by 12 (yrs.)

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FV

• =FV

– (rate,nper, pmt,pv)

– Returns the FUTURE value of an

investment

– Unless otherwise stated-the pmt

is “0”

– Do NOT have to divide

INTEREST RATE by 12, or

multiply NPER by 12 (yrs.)

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ROWS and COLUMNS

• Insert

– Right click on a cell and choose Insert

form pop up menu

– Note that functions and formulas update

automatically

• Freeze Panes

– VIEW tab > WINDOW group > FREEZE

PANES

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ROWS and COLUMNS

• select the row below where you want the row to

be frozen

• To freeze columns, select the column to the

right of where you want the column to be frozen

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ERROR MESSAGES

• #NAME?

– i.e. =DIV(C2,B5) • (no such FUNCTION name as “DIV”)

• #VALUE!

– i.e. =SUM(B5,”H3”)• Cell reference should not be in

“quotation marks”

• #DIV/0!

– If the value in a cell is “0” (no division by zero)

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VIEW/PRINT FORMULAS

CTRL key + (to the left of the #1 key)

Or depending on the type of keyboard you have the

key might be to the left of the spacebar17

CHARTS

• 3-D pie chart

• Resize

• CHART TOOLS DESIGN tab >

CHART STYLES group > CHART

STYLES gallery

• CHART TOOLS DESIGN tab >

CHART LAYOUT group > CHART

LAYOUT gallery18

Charts cont.

• Change the rotation of a 3D chart:

– Select the chart

– FORMAT tab > CURRENT SELECTION

group, click on: FORMAT SELECTION

– Choose: 3-D ROTATION

-change the “X” & “Y”

rotations boxes accordingly

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Charts cont.

• Change font of Category X (horizontal) axis

– And Y (vertical) axis

• Change other options

of X & Y axes:

• Select specific axis

• Right-mouse click

• Select: FORMAT AXIS

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Charts cont.

• If you change the “MAJOR” axis to “fixed”, and

then set a specific value:

– the value will be the “bottom” value, and other

values will be Incremented by that same amt.

i.e. 75,000:

Values increase

by 75,000

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Adding a title to an axis:

– Select the axis

– Go to the LAYOUT tab > click on AXIS TITLES drop-down arrow

• Select either

Horizontal or

Vertical & then

the location of

The title22

Format data series

• Right-mouse click on: data series

• Select: FORMAT DATA SERIES

• Change desires options i.e. FILL

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LINE CHART

• SWITCH LEGEND INFO TO HORIZONTAL AXIS

• Select chart > DESIGN tab > DATA group

• Select: SWITCH ROW/COLUMN

• CHANGE A CHART TYPE FOR A SERIES:

• Right-mouse click on a specific

series > Change Series Type Chart

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INSERTING AND FORMATTING A GRAPHIC SHAPE

• LAYOUT tab > INSERT group >

select: SHAPES

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PASTE LINK

• Insert data saved to the clipboard so

that the inserted data will change if

the ORIGINAL data changes.• Warning - for this to work the original and

destination files must be kept together

• HOME tab>

• CLIPBOARD group>

• PASTE drop-down arrow>

• PASTE LINK26

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