Advance Excel Workshop Notes

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Introduction of MS Excel

Microsoft Excel is program that helps you analyze

and organize data. The most common use for Excel is creating Spreadsheets.

Spreadsheets can organize data such as monthly expenses or sales data and

perform various calculations such as totaling your expenses or indicating the

highest producing sales person. Calculations in Excel occur automatically so if

data is changed, totals will recalculate.

Advantages of MS Excel

Import, organize, and explore massive data sets within significantly

expanded spreadsheets.

Use the completely redesigned charting engine in Office Excel 2007 to

communicate your analysis in professional-looking charts.

Enjoy improved and powerful support for working with tables.

Create and work with interactive PivotTable views

Office Excel 2007 features the Microsoft Office Fluent user interface to help

you find powerful tools when you need them.

Steps to open MS Excel

Go to Start Button

All Programs

Ms Office

Ms office 2007

Ms Excel 2007


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Look of MS Excel

The Ribbon

The Ribbon is designed to help you quickly find the commands that you need to

complete a task.

Microsoft Office Button

Here you will find the same basic commands available in earlier releases of

Microsoft Office to open, save, and print your file.

Sheet Management in Excel 2007

Total Rows in a Sheet 2007

Total column in a Sheet 2007


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Quick Access Toolbar

The place to keep the items that you not only need to access quickly but want to

be immediately available regardless of which of the Ribbon's tabs you're working

on.

Formula Bar

A place where you can enter or view formulas or text.

Expand Formula Bar Button

This button allows you to expand the formula bar.

Worksheet Navigation Tabs

By default, every workbook has 3 sheets. You are able to navigate the sheets by

clicking on the sheet tab.

Insert Worksheet Button

Click the Insert New Worksheet button to insert a new worksheet in your

workbook.

Normal View

This is the normal view for working on a spreadsheet in Excel.

Page Layout View

View the document as it will appear on the printed page.

Page Break Preview

View a preview of where pages will break when the document is printed.

Zoom Level

Allows you to quickly zoom in or zoom out of the worksheet.


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Horizontal/Vertical Scroll

Allows you to scroll vertically/horizontally in the worksheet.

Active Cell

In an Excel worksheet, the active cell is the cell with the black border. Data can only be entered

into the active cell.

Row

Rows run horizontally in an Excel worksheet. They are identified by a number in the row header.

Row

Columns are a fundamental part of any spreadsheet program such as Excel. Columns runvertically in a spreadsheet and help to identify the location of data.

Worksheets / Spreadsheets

Workbook


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Name Box

The Name Box displays the cell reference of the active cell. It will also show the name assigned

to a cell or range of cells.

Mark sheet in MS Excel

Conditional Formatting in MS Excel

UseExcel conditional formattingto set rules for cell

formatting based on cell value or another cell.

Procedure to used Conditional Formatting

Name Formula Description of Formula

Total =SUM(B5:G5) B5:G5 indicates marks of

each subject

Average =AVERAGE(B5:G5)B5:G5 indicates marks of

each subject

Grade

=IF(I5>=75,"DISTINCTION",

IF(I5>=60,"A",IF(I5>=45,"B",IF(I5>=45,"B",

IF(I5>=35,"C","FAIL")))))

I5 indicates Average

Class

=IF(I5>=75,"DISTINCTION",

IF(I5>=60,"FIRST",

IF(I5>=45,"SECOND",

IF(I5>=35,"PASS","FAIL"))))

I5 indicates Average

Result =IF(I5>=35,"PASS","FAIL") I5 indicates Average


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1. In the Home tab, Styles group, click on Conditional Formatting.

2. Select New Rule.

3. The New Formatting Rule window will open.

4. Click Use a formula to determine which cells to format.

5. The New Formatting Rule window will now look like this:

6. In the edit box labeled Format values where this formulais true, enter = followed by a formula referencing the

other cell.

In this example the formula: =B1


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2. Select Clear Rules & Select open which you want.

Pivot Table in MS ExcelA Pivot Table is way to present information in a report format.

Procedure to convert data in Pivot Table

Select all the Table>Click on Insert Tab >Click on

Pivot Table>

In the pivot table field list.

Choose field and dragfield

in between areas

Close pivot table field list.


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Chart in MS ExcelUsea chart whenever you want to visualize your data, making

it clear and simple

First Select those data which you want to

convert in the Chart. Then to Open the Chart

Click on Insert>In the Group

Illustrations>Click on Chart option.

& Select Chart Type.

After Creating Charts Select the Chart &

By Using the Design, Layout & Format Tab

Enhance chart look.

Functions in MS Excel

Lookup FunctionIn Excel, the Lookup function returns a value from a range (one row or one

column) or from an array.


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Example

=lookup(F-005,A1:A20, C1:C20)= Office Assistance.

To open above window first open those table in which you want to apply Lookup

Function. The select those cells where you want the Result. Then type =lookup

and click on Insert Function Button. Then Fill up Above Details.

Financial Function

PMT Function:- In Excel, the Pmt function returns the payment amount for a loan basedon an interest rate and a constant payment schedule.

Example

PV.. 8,00,000

NPER.. 1

RATE.. 6%

PMT.. ?

Insert Function Button


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PMT( interest_rate, number_payments, PV, FV, Type )

=PMT(B3/12,B2*12,-B1)

Some Shortcut Keys in MS Excel

F1 Displays the Microsoft Office Excel Help task pane.

F2 Edits the active cell and positions the insertion point at the end of

the cell contents.

F6 Switches between the worksheet, Ribbon, task pane, and Zoom

CTRL+1 Displays the Format Cells dialog box.

CTRL+2 Applies or removes bold formatting.

CTRL+3 Applies or removes italic formatting.

CTRL+SHFT+( Unhides any hidden rows within the selection.

CTRL+SHFT+) Unhides any hidden columns within the selection.

CTRL+SHFT+& Applies the outline border to the selected cells.

CTRL+SHFT_ Removes the outline border from the selected cells.

CTRL+A Selects the entire worksheet

CTRL+U Applies or removes underlining.

CTRL+P Displays the Print dialog box.

CTRL+N Creates a new, blank workbook.


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controls.

PAGE DOWN Moves one screen down in a worksheet

PAGE UP Moves one screen up in a worksheet

Topics

Introduction of MS Excel

Basic MS Excel

Conditional Formatting Pivot Table

Chart

Linking

Cell References

formulas

Financial Related Formulas

Logical Related Formulas

Lookup Related Formulas

Text Related Formulas Date & Time Related Formulas

IF & Nested IF Functions

Other Formulas (Depreciation, G/P, N/P.)

Advance Filter

Data Validation

Scenario

Goal Seek

Data Table

Macro

Shortcut Keys

Advance Excel Workshop Notes

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