MS Excel 2013
MIS 1305 – Excel Lecture Outline
1-Getting Started ............................................................................................................. 2
2-Formatting .................................................................................................................... 6
3-Formulas & Functions ................................................................................................. 11
4-Charts & Graphics ....................................................................................................... 15
5-Tables & Pivot Tables .................................................................................................. 19
6-Multiple Worksheets & Workbooks (only Tutorial 6.1-6.2) ....................................... 24
8-Adv. Functions: Logical & Lookups (only Tutorial 8.2) ............................................... 25
9-Financial Functions (only Tutorial 9.1)........................................................................ 26
Page 1 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
1-Getting Started
Excel 2013 Interface
WORKSHEET: SampleWS

Office 2013 objects
o Interface Hierarchy: Ribbon, Tabs, Groups, Command Buttons
o File Tab
o Quick Access Toolbar
o Shortcut Menu
o Home Tab – know all buttons (name, purpose & usage)
o Contextual Tabs (e.g. Picture Tools)
o Dialog Box Launcher
o Views – Normal, Page Layout, Page Break Preview
o Status Bar
o Zoom Controls
o ALT Key
o Touch Mode – option is in “Quick Access Toolbar”

Excel 2013 objects
o Workbook vs. Worksheet
o Columns vs. Rows
o Cell, Active Cell, Cell Reference
o Select All Button
o Tab Scrolling buttons
o Formula Bar
o Name Box
o Insert Function button
Page 2 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
General Info

Cell Contents (4)

Column & Rows – resize, hide/unhide, delete, clear

Normal Mode vs. Formula Mode

Add a new Worksheet

Shortcut Menu - rename sheet tab, delete, color, move

Print
o
Active Sheet vs. Entire Workbook
Page 3 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
Formulas
WORKSHEET: Formulas

Order of Precedence - ( ) ^ * / + - Left to right

Basic formula (i.e. without a function)
SUM, AutoSUM, Ranges
WORKSHEET: SUM

Basic formula (i.e. without a function)

Sum Function

Range: Adjacent vs. Non-adjacent

AutoSum (also exists for AutoMin, AutoMax, AutoAverage, etc)
Rule #1
WORKSHEET: MoreFormulas

Don’t type a _________ if it already exists in a cell; always use a __________
_________________!
Flash Fill
WORKSHEET: Formulas

Flash Fill – new in Office 2013
o
Enters text based on patterns found in the data
Page 4 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
Keyboard Shortcut Keys


Learn the shortcuts below
Also, see the Excel Navigation Keys in the textbook
Windows Shortcuts
Open Windows Explorer
Win + E
Minimize all open Windows
Win + M or Win + D
Switch to an open Window
Alt + Tab; or Win + Tab
Office Shortcuts
Cut
Ctrl + X
Copy
Ctrl + C
Paste
Ctrl + V
Bold
Ctrl + B
Italics
Ctrl + I
Underline
Ctrl + U
Save
Ctrl + S
Print
Ctrl + P
Undo
Ctrl + Z
Redo
Ctrl + Y
Select All
Ctrl + A
Go to Top of File
Ctrl + Home
Go to Bottom of File
Ctrl + End
Repeat Last Action
F4 (in all products but Excel)
Excel
Switch to Formula Mode
Ctrl + `
Edit a Cell
F2
Change Cell Reference Type
F4
Page 5 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
2-Formatting
Paste Options
WORKSHEET: Paste



How to Paste
o Paste button (on Home Tab) or Paste Options Button (after a Paste)
 Paste – keeps formula
 Paste Value – copies values (not formula)
o Keyboard Shortcut
Format Painter
Transpose
Number Formats
WORKSHEET: NumberFormats


Wrap Text (or Alt-Enter)
Formats
o General
o Number (and Negative numbers)
o Accounting style vs. Currency style
o Percent Style
o Dates – Short, Long, custom

Changing a Format
o Use Number Group (on Home Tab) or Format Cells
Page 6 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
Formatting Options
WORKSHEET: Formatting 1 & 2









Gridlines (View Tab)
Columns & Rows
o Resizing – manually vs. AutoFit
o Hide & Unhide
o Insert & Delete
Merge & Center
Borders; Fill Color
Orientation - rotate
Comma style & Decimals
Alignment – horizontal & vertical
Indenting
Clearing a Cell
Comments




Location: Review Tab
Insert a comment
Clear a comment
Show/Hide comment
Conditional Formatting



Location: Home Tab or Quick Analysis Tool
Highlight Cell Rules (e.g. <300 = Red Text)
Top/Bottom Rules (e.g. Highest value in NE = Purple fill)
Page 7 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
WORKSHEET: Formatting 3
Cell Styles



Location: Home Tab
Applying & Modifying
E.g. Accent 1 & 20% - Accent 1
Themes



Location: Page Layout tab
Theme Colors, Accents, Standard Colors
Themed vs. Non-Themed Fonts
Format as Table


Location: Home Tab
Table - a special Excel object
o Has its own contextual tab
o Filters – know how to disable (Data Tab)
o Tip: This is more than just formatting
Page 8 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
WORKSHEET: LargeData (formatting)
Printout (Page Layout Tab)

Sheet Options Group
o Gridlines  set to OFF (when printing in Normal Mode & Formula Mode)
o Headings (row & column)  set to ON (when printing in Normal Mode) and OFF (when in Formula
Mode)

Page Setup Group
o Margins
 Tip: Can also manually drag margin lines in Print Preview
o Orientation, Print Area, Breaks (page break)
o
Print Titles
 It displays the “Page Setup Dialog
Box’s Sheet Tab “
 Set “Rows to repeat at top”
Page 9 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
Header & Footer

1st: Click the “Page Layout View” button at bottom right

Header & Footer Tools (a contextual tab)
o Special Codes: File Name, Sheet Name, Date, Time
o Set the Header
Page 10 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
3-Formulas & Functions
WORKSHEET: BasicFuncts
Basic Functions – SUM, MIN, MAX, etc.






MIN & MAX
AVERAGE & MEDIAN
COUNT & COUNTA
ROUND
Syntax – required vs. optional arguments
Nested Functions
WORKSHEET: QuickAnalysis
Quick Analysis Tool

Appears after you select a range of cells
WORKSHEET: AutoFill
AutoFill




Fill Handle
Values – sequential, even & odd numbers
Dates & Times – Months, Days, Dates, Times
Patterned Text – 1st, CD1, Qtr1, Region 1
Page 11 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
WORKSHEET: Dates
Date Functions




Retrieves info from System Clock
o TODAY
o NOW
Extracts data from a date
o MONTH
o DAY
o YEAR
Other Date Functions
o DATE(year, month, day)
o WEEKDAY(serialNumber, returnType)
Calculations with dates
WORKSHEET: RefTypes1
3 Types of Cell References



Relative Reference
Absolute Reference
Mixed Reference
o Holding the Column (letter) constant
o Holding the Row (number) constant
WORKSHEET: RefTypes2

More on Reference Types
WORKSHEET: BasicIF
Logical Function –IF Function

IF(logical_test, [value_if_true], [value_if_false])
Page 12 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
GoalSeek


Purpose?
Data tab | What If Analysis | Goal Seek…

How do you set it up?
o Set Cell  “GOAL CELL”
o To Value  “GOAL”
o By Changing Cell  the cell that Excel needs to determine
WORKSHEET: GoalSeek1
Page 13 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
WORKSHEET: GoalSeek2
Page 14 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
4-Charts & Graphics
Chart Terminology








Chart Area, Plot Area,
Axes - Horizontal (Category) and Vertical (Value)
Legend , Titles: Chart, Axes
Data Marker, Data Series, Data Labels
Gridlines
Data Table
Floor, Wall
Note: Can copy an Excel Chart to other Office products
Page 15 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
WORKSHEETS: SalesData, 3D-PieChart, ClusteredColumn
Creating Charts
Getting Started


Select Data Source
Insert Tab | select Chart Type
3-D Pie Chart


Legend
Data labels
o Category Name
o Value
o Percentage with 0 decimal places
Changing the data


Making changes to the Data Source (values, Legend/Series)
Select Edit… | select the correct cells
Page 16 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
SAM Tip

When you are asked to move a chart to a certain cell, follow SAM’s hint!
o Hint: To ensure proper grading, make sure the corners of the chart are completely within the designated
cells, rather than touching the edges of those cells.
Clustered Column Chart





Chart Style
Chart Elements button
Chart Title
Legend
Gridlines

Axis Titles
o E.g. Primary vertical axis

Number format - Accounting with 0 decimal places.
o Axis Options drop down | Vertical (Value) Axis) | Axis Options button | Number | Category

Major units value
o Axis Options drop down | Vertical (Value) Axis) | Axis Options button |
Units | Major
Page 17 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
SparkLines
WORKSHEETS: Sparklines




Insert Tab | Sparklines Group
Tiny charts to show data trends
Charts automatically adjust
Formatting
o Show – high point, low point, negative, markers, etc
o Style – red markers, etc
Data Bars
WORKSHEETS: Data Bars



Home Tab | Styles Group | Conditional Formatting
Shows values visually within the cell containing the value
To change the maximum data bar length:
o Go to Manage Rules… | Edit Rule
o Set the Maximum Type: Number
o Set the Maximum Value: 150000 (about twice the highest value)
Page 18 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
5-Tables & Pivot Tables
Sorting Data
WORKSHEET: Sorting


Sort Order – Ascending vs. Descending
Sort Fields
o Single-field Sort
o Multi-field Sort
o Custom Sort (months, days of week)
Excel Lists
WORKSHEET: ExcelList
Freeze Panes



Top Row
First Column
Rows & Columns
Subtotals




Data Tab | Subtotal
Must first Sort the data
Subtotal Outline View - Level Buttons
Data Tab | Subtotal | Remove All
Page 19 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
Excel Tables
WORKSHEET: ExcelTable
ISSUE: Cannot define data as an “Excel Table” with Subtotals turned on
Steps

Insert Tab | Table
o Record
o Field
o Table - Can have more than 1 table on a worksheet
Benefits



Adds Filter buttons (i.e. enables AutoFilter feature )
Makes the Table’s Contextual Tab available
An Insert or Delete of a row only affects the one table
Modifying the Table




Renaming the table
Formatting the Table
Turn on “Total Row”
o Can add functions on more than 1 field
Add another field at the end (picks up formatting)
AutoFilter



Filter on exact values
Custom: Number Filter/Text Filter
Clearing Filters
o Clear button in the Ribbon: clears ______
o Row 1 Filter buttons: : clears ______
Convert a Table back to a Normal Range

Click on “Convert to Range”
Page 20 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
Pivot Tables

What are they?
Steps


Required: 1st click on a cell within the Excel Table
Insert | Pivot Table
o Note: Pivot Charts must be created off of an Excel Table. It will then let you define a new Pivot Table on
which it will base the chart.
Field List Panel



Row and/or Column Labels
Report Filter – 3rd dimension
Values
Design Tab


PivotTable Styles
Additional formatting
Options Tab
o
o
o
Field Settings button – lets you Summarize Values By a function
Refresh button – used to update the data in a Pivot Table
Show group – show or hide: field headers, ± buttons, Field List panel
Page 21 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
Recommended Pivot Tables

A new feature in Excel 2013 – built in Pivot Table templates.
Pivot Charts

A graphical representation of data in a Pivot Table
Steps



Required: 1st click on a cell within the Excel Table (before creating a Pivot Chart)
o Note: Pivot Charts must be created off of an Excel Table. It will then let you define a new Pivot Table on
which it will base the chart.
Insert | Pivot Chart
In this example, we will create 2 Pivot Charts in this example & move both to a new worksheet
o Name the new worksheet “Dashboard”
Page 22 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
Slicers

Visual control that lets you quickly filter Tables, PivotTables & PivotCharts
o Better than the Report Filter - less steps to set up, see selections at all times
Steps

Required: 1st click on a Table/Pivot Table/Chart (before creating a Slicer)

One Slicer can control multiple Tables/Pivot Tables/Charts
o Select ”Report Connections” button while clicked on the Slicer
Page 23 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
6-Multiple Worksheets & Workbooks (only Tutorial 6.1-6.2)
WORKSHEETs: ReportCover, Annual, Jan, Feb, …
Note: 1st – in “ReportCover” worksheet, fill out:

Client name (with a temporary name), Report Date, Written By, Year (as a function)
Worksheet Group


What can we do with it?
How do you form a worksheet group?
Referencing Cells (on another worksheet but within the same Workbook)


A single cell
A range
 Sheet1!A1
 Sheet1!A1:E10
3-D Reference

Summing across worksheets
 =SUM(Sheet1:Sheet5!A1)
WORKBOOK: OrgProfile.xlsx (keep …Tut6.xlsx open)
Working with Multiple Workbooks

Switching between open workbooks
o View Tab | Window group | Switch Windows

Arranging multiple open workbooks
o View Tab | Window group | Arrange All | Vertical
Referencing Cells (on another Workbook)

External Reference
o =[Budget.xlsx]Jan2015!A1
o ='[Budget.xlsx]Jan 2015'!A1
 Note: single quotes required if there is a blank in the filename or sheet name
Page 24 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
8-Adv. Functions: Logical & Lookups (only Tutorial 8.2)
Logical Functions
WORKSHEET: NestedIF
IF & Nested IF


Simple IF revisited
o IF(logical_test, [value_if_true], [value_if_false])
Nested IF
Lookup Functions


Lookup Table?
Which should you use- VLOOKUP or HLOOKUP?
WORKSHEET: VLOOKUP
VLOOKUP


Vertical Lookup
=VLOOKUP(lookup_value, table_array, column_index_num, [range_lookup])
o lookup_value
o table_array
o column_index_number
o [range_lookup]
 TRUE – closest match; FALSE – exact match
WORKSHEET: HLOOKUP
HLOOKUP


Horizontal Lookup
=HLOOKUP(lookup_value, table_array, row_index_number, [range_lookup])
WORKSHEETs: Dept & Employees
Lookup Table -on another worksheet

Reference cells on another worksheet
Page 25 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
9-Financial Functions (only Tutorial 9.1)
WORKSHEET: PMT
Financial Functions

Insert Function Button

PMT
=PMT(rate, nper, pv, fv, type)
o Rate
o Nper
o Pv
o Fv
o Type
WORKSHEET: PMT-SAM

In both, the SAM Project & Posttest, it will show the intermediate calculations (Monthly Interest rate & Months)
in separate cells as seen on this worksheet.
Page 26 of 27
N. Sánchez
MS Excel 2013
MIS 1305 – Excel Lecture Outline
WORKSHEET: PPMT & IPMT

PPMT
=PPMT(rate, per, nper, pv, fv, type)
o New argument: per

IPMT
=IPMT(rate, per, nper, pv, fv, type)
o New argument: per
o Same as PPMT
Page 27 of 27
N. Sánchez