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8/6/2019 Excel Module Level 2
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Hyperlink
Chart Function
Subtotals
Validation
Importing Text
Forms
Sharing workbook
Pivot Table
Logical functions
3D References
Sum if / Count if / Average
Text
Lookup function
Object
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http://supportcentral.ge.com/products/sup_products.asp?prod
_id=15984
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Hyperlink creates a shortcut to a particular data or information. When you click the link
you jump to the destination file or location.
STEPS
1. Menu Bar > Insert > Hyperlink
2. Click on Browse (As per the location of the destination file)
3. Select the path of the destination file
OR
4. Click OK
1. Press Ctrl+k on blank excel sheet
2. Click on Browse (As per the location of the destination file)
3. Select the path of the destination file
4. Click OK
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Charts are graphical presentation of data.
STEPS
1. Menu Bar > Insert > Chart
2. Select the type of object you want on the worksheet
3. Select the type of chart that would best suit your requirement
4. Click on Next
5. Select Range
6. Select the next Tab Series
7. Click on Next
8. Type in a Chart Title
9. Type the name of data that represents Value on X axis
10. Type the date that represents Value on Y axis
11. Click on Next
12. Select whether you want the chart as an object or in a new sheet
13. Click on Finish
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This function returns a subtotal from a list
STEPS
1. Select the Table to compute sub-total
2. Menu Bar > Data > Subtotals
3. Select the header at what change subtotal to be computed
4. Select Appropriate mathematical calculation to be performed
5. Select the headerwhere subtotal need to be computed
6. Click OK
SUBTOTAL will ignore any hidden rows that result from a list being filtered.
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Validation function is used when you want to specify which data is valid for
individual cells or cell ranges.
1. Type the list of valid entries down a single column or across a single row. Do not include
blank cells in the list.
2. Select the cells that you want to restrict, that is, the user cannot specify information of his own
choice in these selected cells.
3. Data menu > Validation > Settings tab.
4. Allow box > List.
5. In the Source box, enter a reference to your list of valid data. Click Ok.
6. The Job is done.
Most commonly this is known as pop down or drop down menu, where in the user has to select
the value from the list.
STEPS
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This function separates copied text data into columns
1. Switch to the program and file from which you want to copy data.
2. Select the data you want to copy.
3. Edit menu > Copy.
4. Switch to your Microsoft Excel workbook, click the upper-left cell of the paste area,
and then click Paste
5. Select the range of cells that contains the pasted data.
6. The range can be any number of rows tall, but no more than one column wide.
7. Data menu > Text to Columns.
8. Follow the instructions in the Convert Text to Columns Wizard to specify how you
want to divide the text into columns.
STEPS
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This function is used
1. To add new entries to the data sheet
2. To find existing information in the data sheet.
1. Click a cell in the list you want to add the record to.
2. Data menu > Form.
3. Click New.
4. Type the information for the new record.
5. To move to the next field, press TAB. To move to the previous field, press SHIFT+TAB.
6. When you finish typing data, press ENTER to add the record.
STEPS
7. When you finish adding records, click Close to add the new record and close the data form
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This function is used to allow more than one user to use the same workbook at the same time.
1. Tool menu > Share Workbook > Editing.
2. Select the Allow changes by more than one user at the same time check box
3. Click OK.4. When prompted, save the workbook.
5. On the file menu, clickSave As, and then save the shared workbook on a network location.
STEPS
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1. A PivotTable is an interactive report that can be used to quickly summarize large
amounts of data.
2. You can rotate its rows and columns to see different summaries of the source data.
1. Menu bar > Data > Pivot Table.
STEPS
2. Select Microsoft Excel list or database under the heading Where is the data that you
want to analyze? Click Next
3. Select the data that needs to be used. Click Next
4. Drag the field buttons on the right to the diagram on the left. Click Next
5. If you want to have the Pivot Table in the existing worksheet, select that option otherwiseselect New Worksheet.
6. Click Finish
3. You can filter the data by displaying different pages
4. You can also display the details for areas of interest.
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IF Function
IF is a logical function that Returns one value if a condition you specify evaluates to TRUE
and another value if it evaluates to FALSE.
IF(logical_test,value_if_true,value_if_false)
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AND Function
AND is a logical function that Returns "TRUE" if all the arguments you specify evaluates to
TRUE otherwise it returns "FALSE" (even if one of them is not true)
AND(logical_test1,logical_test2,logical_test3.)
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OR Function
OR is a logical function that Returns "TRUE" if any of the arguments you specify evaluates to
TRUE otherwise it returns "FALSE" (if all of them is false)
OR(logical_test1,logical_test2,logical_test3.)
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3-D reference is used when you want to analyze data in the same cell or range of cells on
multiple worksheets within the workbook,
For example, =SUM(Sheet2:Sheet13!B5) adds all the values contained in cell B5 on
all the worksheets between and including Sheet 2 and Sheet 13.
STEPS
1. Click the cell where you want to enter the function.
2. Type = (an equal sign), enter the name of the function, and then type an opening parenthesis.
3. Click the tab for the first worksheet to be referenced.
4. Hold down SHIFT and click the tab for the last worksheet to be referenced.
5. Select the cell or range of cells to be referenced.
6. Complete the formula.
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Searches for a value in the leftmost column of a table, and then returns a value in the same
row from a column you specify in the table.
=VLOOKUP(lookup_value,table_array,col_index_num,range_lookup)
2. Menu Bar < Insert < Function.
Steps
1. Select the cell where the result is to be displayed.
3. Lookup & Reference Function Category < VLOOKUP function.
4. Select the value.
5. Select the Range
7. Click OK.
6. Select the Number / Text
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This is a Math & Trig function
STEPS
1. Menu Bar > Insert > Functions
2. Select the Math & Trig Category and Sum if Function
3. Select the range
4. Click OK
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This is a statistical Function
STEPS
1. Menu Bar > Insert > Functions
2. Select the Statistical Category and Count if function
Counts the number of cells within a range that meet the given criteria.
3. Select the range
4. Click OK
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This is a statistical Function
STEPS
1. Menu Bar > Insert > Functions
2. Select the Statistical Category
3. Select Average
4. Click OK
Tip When averaging cells, keep in mind the difference between empty cells and thosecontaining the value zero, especially if you have cleared the Zero values check box
on the View tab (Options command, Tools menu). Empty cells are not counted, but
zero values are.
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Text function converts a number into a text format.
STEPS
1. Menu Bar > Insert > Functions
2. Select the Text Category
3. Select Text
5. Click OK
4. Define parameter.
'=Text(Value,format)
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Inserting an embedded object into a worksheet
STEPS
1. Menu Bar > Insert > Object
2. Select the type of object you want on the worksheet
3. Check the box Display as icon
4. Click on the next tab Create from File
5. Click on Browse
6. Select the file which you want to be embedded as an object in
7. Click Insert
8. Check the Box display as icon or else if you want it as a link
9. Click on OK
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Customize Menu / Toolbar
Protection
Filters
Advance Filters
Sorting
Conditional Formatting
Cell Reference
Arranging Windows
Freezing Panes
Formula
Function Wizard
Concatenate
Trim
Mid, Left, Right
Exact
Date & Time
Replace & Substitute
Transpose
Help
Excel Level - 1
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Steps
1. Menu >Help > Microsoft Excel Help
2. Type the function which you require help on.
3. Click Display
What do you do when you get stuck ?
OR Simply hit the F1 key
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Q&A