Excel 2013
Spreadsheet program:
1. Workbooks and Worksheets
a. Enter text and numbers; calculate, manipulate and analyze data
i. Use Sum button to add a range of cells
ii. Use fill handle to copy contents of a cell
iii. Apply cell styles
iv. Format cells in a worksheet
b. Change a worksheet name and tab color
c. Use autocalculate area to display statistics
2. Charts
a. Create a clustered cylinder chart
3. Tables
a. Sort data, search for specific data and select data that satisfies defined criteria
4. Web Support
a. Can save worksheets (or parts) in HTML format; these can be viewed and manipulated using a
browser
b. Provides access to real-time data (stock quotes) using Web queries
Chapter 1: Creating a Worksheet and an Embedded Chart for Save Sable River Foundation
1. Pre-planning
a. Determine purpose of worksheet (WHY is it needed?)
b. Analyze intended users of the worksheet and their unique needs
c. Gather information about the topic; decide what to include in the worksheet
d. Determine the worksheet design and style that can deliver the message successfully
2. Background: The Save Sable River Foundation raises funds to care for the environment and preserve
the usability of a river that flows through six cities. The foundation raises money through 5 different
fundraising activities.
a. Purpose of Worksheet: The president of the company requested an easy-to-read worksheet
that shows lifetime fundraising amounts for each of the 5 fundraising activities for each of the 6
cities. He also requested a chart to visually show which fundraising activities are weaker and
which are stronger for each of the 6 cities.
b. Intended users: President of company; senior management
i. Requirements Document should include:
1. Needs statement (show first quarter sales for each sales regions; include total
sales for each region, each product type, and total company sales)
c. Source of data: gather information; see CFO (Chief Financial Officer) for $ amounts and data
d. Summary of calculations (total $ for each of the 6 cities; total $ of the 5 fundraising activities;
provide a grand total of all $ received)
i. Other special requirements such as charting, Web support (3-D clustered column chart
to compare the total sales for each region within each type of product)
e. Design and style: Easy-to-read worksheet and chart
2. Draw a sketch of worksheet/design a solution (see page EX 6)
a. $99,999 = formatted numeric values
b. Include titles, column and row headings, location of data values
c. Chart (3-D clustered column chart)
3. General tasks:
a. Enter text in worksheet (less is more); save workbook
b.
c.
d.
e.
Enter formulas to add totals
Format text
Insert chart
Print worksheet and chart
Starting Excel and creating a worksheet
1. When excel starts, it creates a new blank workbook called Book 1. This workbook is like a notebook
with 3 sheets called worksheets. Additional sheets can be added (if computer has enough memory).
2. Columns are vertical and are identified by a letter; rows are horizontal and numbered
3. A cell is the intersection of a column and a row; active cell is the one in which data can be entered
a. Cells are identified by the column letter and row number; called cell reference
4. Gridlines are horizontal and vertical lines on the worksheet (can be turned off)
Worksheet Window
1. General items
a. Normal view, scroll bars, scroll arrows, scroll boxes
b. Tab split box
2. Status bar
a. Mode indicators: ready = ready to accept next command; enter = excel is accepting data
b. Keyboard indicators: scroll lock (these appear to the right of mode indicator)
c. Right edge has buttons/controls to change view and adjust size
3. Ribbon
a. Control center that contains all the commands; can minimize
b. Contextual tabs appear only with related items
c. Gallery= set of choices
d. Live preview = allows you to see the effect of a gallery choice without actually selecting it
e. Screen tip = displays the name of the command
i. Enhanced screen tip = displays detailed info about the command
f. Dialog box launcher = displays dialog box or task pane with additional commands
4. Formula bar
a. Displays the entry here; can drag handle to increase size
b. Name box displays the active cell reference here
5. Mini toolbar and shortcut menu
a. Mini toolbar appears automatically based on tasks you perform; is transparent until you use it
6. Quick Access toolbar
a. Provides easy access to frequently used commands; can be displayed below ribbon
b. Click customize to add commands; or right click commands to add
7. Office button
a. Central location for managing and sharing workbooks
b. Click this to display menu with list of commands
8. Key tips
a. Use ALT key on keyboard to display a Key Tip Badge (keyboard code icon); press again to
remove
9. Selecting a cell
a. Click on it with the mouse
b. Use arrow keys on keyboard
c. Enter its cell reference in the name box on left side of formula bar
10. Text (in Excel) is letters or numbers that are not mathematical (phone numbers etc.)