Excel Training - Level 1 (1)

Microsoft Excel Training Level 1

Introduction

• This introductory course goes beyond basic Excel activities.

• Participants will learn to enhance skills for efficient worksheet management and creation.

• Topics Include:

  • Create basic worksheets by entering text, values, and formulas.

  • Change the appearance of data using formatting techniques.

  • Create formulas using Excel’s built-in functions.

  • Filter and sort data.

  • Plan, create, and modify charts.

  • Prepare documents for printing using different options.

• Prerequisites: Comfortable with Windows 7 or OSX platform.

• Software Required: Microsoft Excel 2013, 2010 (Windows), 2011 (MAC).

• Instructor: Anna Neagu – Application Support Consultant.

Table of Contents

1. Opening Excel

2. Getting Started

   • The Excel Interface

   • Creating and Opening Workbooks

   • Saving and Sharing Workbooks

3. Cell Basics

4. Formatting Cells

5. Modifying Columns, Rows, and Cells

6. Formulas and Functions

7. Working with Data

8. Working with Charts

9. Printing Workbooks

1. Opening Excel

• Using Windows 7:

  1. Click on the Start Button.

  2. Type "Excel" in the search box.

  3. Click on Excel 2013 from results.

• Using Windows 8:

  1. Press the Windows key.

  2. Type "Excel".

  3. Click on Excel 2013.

• Using iOS 7:

  1. Open Launchpad.

  2. Select Microsoft Excel.

2. Getting Started

• Upon first opening Excel 2013, the Start Screen appears:

  • Access options to create or open workbooks.

• Creating a new workbook:

  1. Select "Blank workbook".

  2. Access existing workbooks through "Open Other Workbooks".

2.1 The Excel Interface

• Components of the Application Window:

  • Quick Access Toolbar: Access commands like Save, Undo.

  • The Ribbon: Tabbed interface with various command tabs.

  • The Formula Bar: Area to enter or edit data and formulas.

  • The Name Box: Indicates location of selected cell.

2.1.1 The Application Window

• Contains space for worksheets, charts, etc.

  • Customizer Quick Access Toolbar:

    1. Click the drop-down arrow to add preferred commands.

2.1.2 The Workbook Window

• Contains worksheets, default is one worksheet (Sheet1).

• Maximum: 1,048,576 rows and 16,384 columns.

2.2 Creating and Opening Workbooks

2.2.1 Create a New Blank Workbook

1. Select File tab > New > Blank Workbook.

2.2.2 Open an Existing Workbook

1. Navigate to Backstage view > Open > Computer > Browse.

2.2.3 Compatibility Mode

• Older Excel files open in Compatibility mode, limiting certain features.

2.3 Saving and Sharing Workbooks

2.3.1 Save and Save As

• Save: Saves changes.

• Save As: Create a copy of the workbook under a different name.

2.3.2 AutoRecover

• Automatically saves work to prevent data loss during crashes.

2.3.3 Exporting Workbooks

• Export to formats like PDF/XPS while preserving view-only access.

3. Cell Basics

3.1 Understanding Cells

• Cells are intersections of rows and columns. Each has a unique address (e.g., C5).

3.2 Cell Content

• Can contain text, formatting, formulas, and functions.

• Input involves selecting a cell, typing, and pressing Enter.

4. Formatting Cells

4.1 Font Formatting

• Modify font styles, sizes, and colors.

4.2 Text Alignment

• Adjust text alignment to enhance readability.

4.3 Cell Borders and Fill Colors

• Create boundaries for data sections using borders and background colors.

5. Modifying Columns, Rows, and Cells

5.1 Inserting and Deleting

• Insert new rows/columns via right-click > Insert; delete similarly.

5.2 Wrapping Text and Merging Cells

• Adjust the visual display of content.

6. Formulas and Functions

6.1 Simple Formulas

• Use mathematical operators.

• Formulas begin with an equals sign.

6.2 Complex Formulas

• Involve multiple operations dictated by order of operations.

6.3 Functions

• Predefined calculations; include arguments and must be formatted correctly.

7. Working with Data

7.1 Freezing Panes

• Freeze rows/columns for persistent visibility while scrolling.

7.2 Sorting Data

• Organize data either alphabetically or numerically based on designated columns.

7.3 Filtering Data

• Narrow down visible information using headers and filter conditions.

8. Working with Charts

8.1 Understanding Charts

• Different types support various data representation (e.g., bar, line, pie).

8.2 Chart Layout and Style

• Customize elements in charts via the Design tab.

8.3 Other Chart Options

• Modify data representation and organization.

9. Printing Workbooks

9.1 Choosing a Print Area

• Specify what to print within the workbook, can be whole or selective.

9.2 Fitting and Scaling Content

• Optimize content display for printed outputs.