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
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what question # 10, is referring to
FUNCTIONS
• Autosum
• =today()
• Dragging
formulas
– Can also enter
CTRL +
;
• =now()
– Try format as #
• =min()
• =max()
• =median()
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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)
o This key combination will toggle to viewing
formulas--ON or OFF
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CHARTS
• 3-D pie chart
• Resize
• CHART TOOLS DESIGN tab >
CHART STYLES group > CHART
STYLES gallery
• CHART TOOLS DESIGN tab >
CHART LAYOUT group > CHART
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LAYOUT gallery
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
drop-down arrow
• Select either
Horizontal or
Vertical & then
the location of
The title
TITLES
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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 LINK
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FREE “TIP OF THE WEEK”
• Free anti-virus software from
Microsoft – Microsoft Security
Essentials
• http://www.microsoft.com/Security_essentials/
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