Contents
Introduction ..............................................................................................................1 Starting Excel and Customising the Screen ...................................................1 Further Key Combinations ...................................................................................2
Further Function Keys & Key Combinations ........................................... 3
Data Entry and Cell Formatting ..........................................................................3 Moving Around and Selecting Cells ..................................................................5 Making Good Use of the Mouse .........................................................................5
Moving/Copying Data and Filling a Series ............................................... 6 Other Useful Mouse Tips .............................................................................. 7
Cell Referencing .......................................................................................................9 Charts ........................................................................................................................9 Printing Tips ............................................................................................................ 10 Other Tips ................................................................................................................ 10
Introduction
The aim of this document is to show you how to make the best use of some of the facilities in Microsoft Excel and, in particular, to save you time when using it. Note that this document doesnt include tips applicable throughout the Microsoft Office suite see the document Microsoft Office 2007 Hints & Tips for details of these. The Office tips include starting a program and opening files, customising the Quick Access Toolbar, issuing commands from the keyboard, AutoText, quick methods to select text, and when to use the mouse button rather than the keyboard. Be aware that we have several other documents on using Excel, including An Essential Guide, An Intermediate Guide, plus a host of Advanced Topics.
1. Open the Start menu, choose All Programs then Microsoft Office and Microsoft Office Excel 2007 Note: Launching Excel via the Start menu isn't the most efficient way of doing things; it's much easier to do so from an icon on the Desktop or Taskbar, as described in the Microsoft Office 2007 Hints & Tips notes. Immediately above the [Start] button is the Status Bar. In Excel 2007, you are now shown a wider range of statistics when you select a range of cells. To customise the settings: 2. Right click on the Status Bar the Customize Status Bar pop-up menu appears 3. Turn on/off the elements required Throughout Office 2007, the tabs on the Ribbon cannot be customised or hidden. If you want to have your own buttons to run particular commands (or macros) then you have to place them on the Quick Access Toolbar. How you do this is covered in the Microsoft Office 2007 Hints & Tips notes. The Ribbon is context-sensitive such that if you insert a chart, for example, extra tabs are shown. On the PCs in the public facilities, a Get Started tab is present. This is a useful facility for those used to using Excel 2003. To add it to your own PC: 4. Click on the [Microsoft Office Excel Help] button (or, more simply, just press <F1>) 5. Type get started into the Search box press <Enter> 6. Select Download get started training for Office 2007 7. Scroll down and select Excel 2007 Get Started tab and follow the instructions Another tab, the Developer tab, is hidden by default. This is a useful addition if you create macros. To display this tab: 8. Click on the [Office Button] then on [Excel Options] at the foot 9. On the Popular tab, turn on Show Developer tab in the Ribbon 10. Note the options available under the When creating new workbooks heading press <Enter> for [OK] There are lots of other options you might like to set, some of which (eg AutoCorrect) are covered in the Microsoft Office 2007 Hints & Tips notes. Its worth looking through the options when you have time, in case there is anything you would like to change (eg the default file format and save location). Another screen customisation you might like to set is the Zoom level. Individual spreadsheets can have their own Zoom setting, which are retained when the workbook is saved. To change the zoom level: 11. Click on the [Zoom level] button (currently showing as 100%) in the bottom right of the screen 12. The Zoom dialog box appears, in which you can set the zoom level required - press <Enter> for [OK] To the left of the [Zoom level] button are the different View layouts. Some people like working in [Page Layout] view, which has been introduced in Excel 2007.
1. In cell A1 press <Ctrl ;> to insert today's date press <Enter> or <down_arrow> 2. In cell A2 press <Ctrl Shift ;> to insert the current time press <Enter> or <down_arrow> 3. Press <Ctrl spacebar> to select column A then <Ctrl d> to fill the whole column with todays date 4. Press <Ctrl z> to [Undo] the last command then <Ctrl 0> to hide column A 5. Press <Ctrl Shift 0> to unhide the column then repeat step 2 to get the new current time 6. In cell A4 press <Alt => to sum up the two times (needless to say you wouldnt normally sum times!) 7. Now press <Ctrl `> (the key in the top left corner) to show exactly whats stored in the cells You may or may now know that dates and times are stored as numbers in Excel. The date is the number of whole days since 1st January 1900; the time is the fractional part of a day (ie 12 noon is stored as 0.5) 8. Repeat step 7 to return to normal then press <down_arrow> to move to A5 and release the selection
Note also that data stored as text appears left-justified in a cell (by default); data stored as a number appears right-justified; a Boolean (TRUE or FALSE) appears centred. Dates and times are in fact stored as numbers (the number of days since the start of the last century - ie 12 noon on 3 Jan 1900 is stored as the number 3.5) but an appropriate display format converts this into the date/time. 3
1. Move to a new sheet and, in cell A1, type 1 then press the <right arrow> key to move to cell B1 Tip: It's easier to use the arrow keys rather than <Enter> or <Tab> when typing in data or formulae though sometimes, as youll see in a minute, you have to use <Enter> or <Tab>. 2. In cell B1 type '2 then press <down arrow> to move to cell B2 - this number is stored as text 3. Now press <left arrow> to move to cell A2 Having to press more than one key to move to the next required cell can be annoying. To get over this problem, Excel lets you pre-select the area for data entry. Try the following: 4. Select the cell range A2 to B4 then, in the Name Box above column A, type data and press <Enter> 5. Type 3 then press <Enter> 6. Repeat step 5 typing 4 then 5 into cells A3 and A4 The current cell should now be B2 - Excel automatically moves directly to the second column. 7. Repeat step 6 typing 6 then 7 and 8 into cells B2, B3 and B4 You should now find the current cell is again A2 - Excel automatically scrolls around the selected cells until the selection is released. If you want to fill in a selected area across the rows rather than down the columns, use the <Tab> key to move between the selected cells - try this next: 8. Press <Tab> and the current cell moves to B2 (with the selection intact) - type 4 9. Press <Tab> again (to move to A3) then press <down arrow> (the selection is released) 10. Move down to A5 and select both it and B5 11. Now press <Alt => (or click on the [Sum] button) and note that the value in B5 excludes the number 2 in B1 (even though the formula reads =SUM(B1:B4)) as its stored as text Note that you can easily select the named range by clicking on the Name Box arrow and choosing data. Cell formatting can be applied using the following key combinations: < Ctrl ~> - Apply General Number format < Ctrl !> - Apply Number format with 2 dec places <Ctrl ^> - Apply Exponential Number format <Ctrl #> - Apply Date format <Ctrl @> - Apply Time format < Ctrl $> - Apply Currency format <Ctrl %> - Apply Percentage format 12. With A5 and B5 still selected, press <Ctrl $> (ie <Ctrl Shift 4>) to apply a currency format 13. Now press <Ctrl #> - the numbers turn to dates 14. Finally, press <Ctrl ~> (ie <Ctrl Shift #>) to reapply the general number format Sometimes, its useful to be able to clear a format when things go wrong! You can also enter data using a Data Form. Sadly, this facility has been hidden in Excel 2007 but it still works if you know how to activate it. A form relies on column headings being present and is particularly useful where you have data values supplying formulae in other columns: 1. Press <Ctrl a> to select all the filled cells then <Delete> the contents - press <Ctrl Home> 2. In cell A1 type x then press <right arrow> and in cell B1 type y - press <down arrow> 3. In cell B2 type = then press <left arrow>; type * then press <left arrow> again - press <Enter> (note: selecting cells using the arrow keys is a quick way to pick up cell references in a formula) 4. Next, press <Alt d> followed by <o> (you could also add a [Form] button to the Quick Access Toolbar) 5. Type 1 then press <Enter> for another new record 6. Repeat step 5 a further nine times - ie up to and including the value 10 7. Press <Esc> to [Close] the data entry form You will have noted that the calculation in column y is carried out automatically. Data forms are also useful where data has to be entered into a large number of columns (more than fit on a single screen). 4
Tip: If you need to enter data into certain specific cells on a spreadsheet based on a form template, then you should unprotect the cells for data entry and then protect the worksheet. As you press <Tab> you jump from one data entry cell to the next automatically. You unlock cells using the [Allow Users to Edit Ranges] button on the Review tab then [Protect Sheet] to stop data entry (except in the unlocked cells).
You can pick up cells from the current or a different sheet using the keyboard when entering a formula: 1. Press <Ctrl PageDown> to move to cell A1 on Sheet3 2. Type = then press <Ctrl PageUp> to move back to Sheet2 3. Use the <arrow keys> to move to cell A2 then press <Enter> to complete the formula (=Sheet2!A2) 4. Finally, press <Ctrl PageUp> to move back to Sheet2 Using the arrow keys to pick up cell references is really useful if the cell required is close to the current cell. The one snag is that you cant then press an arrow key to end the formula (and move in the direction you want) instead you have to use <Enter> or <Tab> (or <Shift Enter> or < Shift Tab>) Using key combinations to select data is even more important its easy to lose control of the selection with the mouse. Again, the following were covered in the Intermediate notes. If you dont already know them, try them out here: Make use of the <Shift> key to select cells; use <Shift> and arrow keys to extend/reduce a selection Use <Ctrl Shift> and <left/right arrow> to extend a selection to the end/start of a line Use <Ctrl Shift> and <up/down arrow> to extend a selection to the top/bottom of a column Use <Ctrl Shift End or Home> to extend a selection to the end or start of the sheet <Ctrl a> or <Ctrl *> selects the current region (delimited by an empty column and row) Avoid clicking on row/column headings (to select whole rows/columns) or dragging through the headings (to select several rows/columns) unless this is specifically required
Try out the following: 1. Select cells A12 and B12 then press <Alt => to [Sum] the values above 2. Click on B12 then position the mouse cursor on the cell border (an arrow with a four-headed cross appears), hold down the mouse button and drag and drop the contents in cell K12 3. Press <Home> to move to cell A12 and repeat step 2 but this time hold down <Ctrl> as well (a + sign is added to the cursor arrow) and drop the contents in cell J12 Note how the value remains in A12 but that J12 appears as 0 - that's because it's SUM(J2:J11), as shown on the Formula Bar. Remember that holding down <Ctrl> copies the formula/value. If you move a formula/value using the right mouse button you get the option to move or copy (with a formula you can copy the value): 4. Repeat step 3 using just the right mouse button, dropping the contents in cell I12 5. From the pop-up menu which appears, select Copy Here as Values Only I12 appears as 55 6. Press <Home> then <up arrow> to move to cell A11 7. This time, position the mouse cursor on the black corner handle of cell A11 (it becomes a plain black cross) then hold down the mouse button and drag down to cell A21 When you release the mouse button, you'll find that the number 10 is copied down the cells. This is the default action when a single value is copied. However, Excel gives you other fill options: 8. Click on the [Auto Fill Options] button (showing over cell B22) and choose Fill Series You should now have numbers up to 20. You can also invoke the fill options by using the right mouse button when you drag out a value (or formula). Once you have a set of values in one column, it's easy to complete the other columns on your spreadsheet 9. Press <right arrow> to move to cell B11 10. Position the mouse cursor over the cell handle and double click on the mouse button The formula calculating the squares of the numbers is automatically copied down the whole column. You should be aware of the series that are built into Excel: The days of the week - in full (eg Monday) or abbreviated (eg Mon) The months of the year - in full (eg January) or abbreviated (eg Jan)
Try the following: 11. Press <Ctrl up arrow> then <right arrow> to move to cell C1 12. Type Day then press <Enter> and type Monday 13. Double click on the cell handle to copy the series down the column 14. Move to cell D2 (press <right arrow>) then press <Ctrl ;> to enter todays date 15. Double click on the cell handle then, from the [Auto Fill Options], choose Fill Months 16. Try out some of the other auto fill options to see what they offer Note: You can create your own series (Tools ... Options... then go to the Custom Lists tab). With these series you only have to type one value to generate the others. You can also sort data based on a series. 6
Try out the above if you don't already know them and think they might be useful.
Screen Layout
There are various things you can do to the screen layout, which can make it easier to use Excel: Data can be justified vertically as well as horizontally in a cell The [Wrap Text] button allows text to wrap around on several lines within a cell Double click on a column (or row) heading border to fit the column to the data Drag on the column (or row) heading border to show the actual width (height) Avoid empty rows or columns (unless you are creating different data regions) To separate row/column headings from data, simply increase row height or column width Use [Freeze Panes], on the View tab, to permanently display row and/or column headings Use [Split], on the View tab, to see different sections of a worksheet at the same time [Zoom] to a higher / lower magnification if you want to see less / more cells.
The following exercise demonstrates some of these tips: 1. Press <Ctrl Home> to move to cell A1 and make it [Bold] and [Centred] 2. Click on the [Middle Align] button (above [Center]) then on [Wrap Text] in the top right of the group 3. Click on the [Format Painter] button (in the Clipboard group) and then on the row indicator number (ie 1) - all the cells in row 1 are now bold and centred (horizontally and vertically) 4. Move to cell C1 then press <F2> (or double click on C1) and change Day to Days of the Week 5. Press <Ctrl Enter> to complete data entry - note how the text wraps onto three lines 6. Double click on the border in the column headings between columns C and D - the column widens slightly to fit Wednesday and the heading in C1 now fits onto two lines 7. Double click on the border in the row headings between rows 1 and 2 - the row shrinks slightly 8. Drag down the row border between rows 2 and 3 to separate the headings from the data 9. In cell C1, press <F2> then <up arrow> and move the insertion point to the space between of and the 10. Hold down <Alt> and press <Enter> to force the line break at this point () Note: You can use <Alt Enter> to force a new line when entering data into a cell at any time - you do not need to turn on the Wrap Text option (in fact Excel automatically turns it on as you press <Alt Enter>). 11. Press <Tab> to move to D1 and type an appropriate heading (eg Monthly Dates) When your spreadsheet no longer fits on a single screen, it's very annoying working out what data is stored in which column. Excel allows you to freeze the column (and/or row) headings so that they are always displayed. 7
12. On the View tab click on [Freeze Panes] and choose Freeze Top Row - a line appears under the row 13. Using <down arrow>, scroll down the rows (to row 30) and watch what happens 14. End by pressing <Ctrl Home> to move to the top of your data (now defined as cell A2)
Try out the following: 1. Select cells I12 to K12 by dragging though them then right click on the selection 2. Click on the list arrow attached to [Font Color] and choose White from the palette This is a very easy way to hide information (the data is still present in the cells). Another tip is to move your calculations onto a separate sheet (which could be hidden) and just display the results on the main sheet. 3. Next, select cells A1 to D1 by dragging though them then right click on the selection 4. Click on the list arrow attached to [Fill Color] and choose a colour from the palette 5. Press <Ctrl a> to select all the data then click on [Conditional Formatting] on the Home tab 6. Choose Highlight Cell Rules and choose Equal To 7. Type Monday and change the with setting, if you like 8. Repeat steps 5 to 7 and set a different conditional format for Sunday You should find that some of your cells have been coloured. This isn't a particularly useful example, but it does demonstrate what conditional formatting is. This takes precedence over all other formatting: 9. Click then right click on cell C2 then, using the [Font Color] list arrow, choose White - it stays red 10. Right click inside the cell and, from the pop-up menu, choose Pick From Drop-down List... 11. Choose Friday - the cell now picks up the white font colour setting (press <Ctrl z> for [Undo]) Tip: Once cells have been coloured, they can be sorted or filtered by colour. You can also use conditional formatting to add colour scales, data bars or icon sets to your cells. Another feature for indicating problems or explaining things on a spreadsheet is a comment: 1. Right click on cell C2 and choose Insert Comment A box appears with a comment heading giving the User Name. This can be useful in an office, where several people may be using the same spreadsheet file and may need to indicate to each other what changes they have made. You can set the User Name in the [Excel Options] 2. Use <Backspace> to delete the User Name (if you don't like it) then type your own comment 3. Press <Esc> twice (or click away from the cell) to return to normal working Comments can be permanently displayed or hidden (a red triangle in the top right corner indicates that a cell has a comment) and can also be printed out if required. 4. Move the mouse over cell C2 and the comment temporarily reappears 5. Right click on cell C2 and choose Show/Hide Comments to show the comment (or hide it again) 8
Cell Referencing
When you enter a cell reference in a formula in Excel, it is not fixed by default. This means that the reference can change if the formula is copied and pasted to another cell (or if it is dragged out across a range of cells). Sometimes, you need to fix a cell reference so that it doesn't change. This can be done by naming the cell (or range of cells) or adding a $ before the column letter and/or row number to create an absolute reference. A colon between two cell references indicates a range (ie all cells between the two references) To reference a whole row/column, repeat the row number or column letter - eg A:A or 3:3 Several rows/columns can similarly be referenced - eg 1:50 or C:E A comma can be used to separate cell references in a formula - eg SUM(A2,A5:A8,A10) To reference cells on another sheet, separate the sheet name from the cells with an exclamation mark To fix any part of the cell reference, use the $ notation - eg $A$5 or $A5 or A$5 Use <F4> when entering a formula to add the required $ notation to a cell reference To create named ranges from column/row headings, press <Ctrl Shift F3> In a macro, it's usually best to use relative references, not absolute references
In this next exercise you are going to name the cells and then divide the numbers in column A by a fixed cell, B11. This isn't a particularly useful calculation but if you use B11 (ie 100), it will be easy to check the answers. 1. Press <Ctrl a> to select your data then <Ctrl Shift F3> 2. In the dialog box which appears, select Create names from values in the: Top row 3. Move to cell E2 then type =x/B11 then double click on the black cell handle to fill down the column If you examine the results carefully, you'll see they are wrong (apart from the answer in D2). This is because the cell reference B11 was not fixed - it has become B12 in cell D3 and B13 in D4. At the end of the column there are error messages because you are dividing by empty cells. To fix the cell reference in the formula: 4. Press <F2> to enter edit mode then press <F4> once This should have changed the formula to =x/$B$11, which fixes both the B and the 11. 5. Finally, press <Ctrl Enter> which copies the new formula down the whole column The alternative to using the $ notation is to give the cell you want to fix a name. To do this: 1. Using the mouse, click on cell B11 2. Next click in the Name Box (where it currently reads B11 to the left of the Formula Bar) 3. Type a name for the cell, eg type xxx, then press <Enter> 4. In cell F2 type =x/xxx then double click on the cell handle to fill down the column You should find you have the same values as in column E.
Charts
There isn't time to cover Excel charts in detail in this course. Here's just a few tips, which should be of interest: It's a good idea to create them on separate Chart sheets (unless you need to see the data too) To move a chart to a different or new sheet use [Move Chart] from the Chart Tools Design tab Use an X-Y graph if you want the data plotted along the horizontal axis (as well as vertical) Charts can have two vertical y-axes - double click on a data series and go to the Axis tab To create a chart quickly, select the data then press <F11> or <Alt F1> You can Copy data and Paste it directly to a chart - Paste Special gives further options You can create your own customised chart types (like a template) 9
Printing Tips
Excel provides various additional printing features (compared to other Microsoft Office applications), which you should be aware of: You can define the area to be printed using [Print Area] on the Page Layout tab You can zoom the print area in or out using [Scale] on the Page Layout tab The [Width] and [Height] buttons let you fit your data onto an exact number of pages Via the [Margins] button you can centre the output horizontally and/or vertically The [Print Titles] button lets you set column (or row) headings at the top (or left) of each page If you use [Page Break Preview] (on the View tab) you can adjust where page breaks occur by dragging them with the mouse - this also resets the Print Area Hide (right click) any rows/columns in the print area which you do not wish printed out
Other Tips
Finally, here are a few more useful tips: Use [Arrange All] on the View tab to see two open worksheets side by side (these could either be from different files or the same one) To add text to a formula, type it in double quotes and separate it from the calculation by & Use [Merge and Center] on the Home tab to centre a title over several columns Using the [Orientation] button, text in a cell can be rotated to any angle between +90 and -90 If you have more than one data value in a cell, the [Text to Columns] button on the Data tab can be used to separate the values into several columns Be aware of the numerous functions that are available. For example: o o o o o SUM - gives the total value of data held in several cells IF - allows you to set more than one value depending on a condition SUMIF/COUNTIF - sums the values or counts the cells if a condition holds true COUNT/COUNTA - counts the cells containing numeric/any data VLOOKUP/HLOOKUP - searches for a value in the leftmost column (or top row) of a range and returns the value in the specified column (or row)
End the session by closing down Excel: 1. If you want to save the changes to this file, press <Ctrl s> for [Save] 2. Now press <Alt F4> (or <Ctrl F4> if you want to close this file and leave Excel running) If you have completely finished using the computer, a quick way to log off is to: 3. Press the <Windows> key (between <Ctrl> and <Alt>) 4. Type the letter <L> (for Log Off) 5. Press <Enter> again (for [Log Off]) to confirm this
Trademark owned by Microsoft Corporation. Screen shot(s) reprinted by permission from Microsoft Corporation. Copyright 2009: The University of Reading Last Revised: December 2010 10