Sie sind auf Seite 1von 69

MS - Excel

Training Document

1|Page Dominic Pereira| 2019


Table of Contents

Objective......................................................................................................................................... 4
Technical Requirements................................................................................................................ 4
Topics Covered .............................................................................................................................. 5
1. Basic Keyboard Navigation .................................................................................................... 6
1.1 Windows Key ........................................................................................................................ 6
1.2 CONTROL Key ....................................................................................................................... 7
1.3 ALT key .................................................................................................................................. 8
1.4 Other Key Combinations ................................................................................................... 10
2. Navigation Keys ....................................................................................................................... 11
3. Function Keys ........................................................................................................................... 12
4. File / Sheet / TAB Definitions .................................................................................................. 13
5. HOME Tab ................................................................................................................................ 16
5.1 Paste Special ...................................................................................................................... 17
5.1 Operations Function in Paste Special .............................................................................. 18
5.2 Transpose ........................................................................................................................... 19
5.3 Format Painter ................................................................................................................... 19
5.4 Font & Alignments ............................................................................................................. 20
5.5 Cell Formats ....................................................................................................................... 21
5.6 Conditional Formatting ..................................................................................................... 22
6. INSERT Tab ............................................................................................................................... 28
6.1 Sparkline ............................................................................................................................. 29
6.2 Hyperlinking ....................................................................................................................... 30
6.3 Text, Word Art, Object, Equation & Symbols ................................................................... 33
7. Page Layout TAB ...................................................................................................................... 36
8. Basic Formulas ......................................................................................................................... 37
9. Data TAB ................................................................................................................................... 39
9.1 Sort ...................................................................................................................................... 39
9.2 Filter .................................................................................................................................... 41

2|Page Dominic Pereira| 2019


9.3 Text to Column ................................................................................................................... 42
9.3.1 Delimited ......................................................................................................................... 43
9.3.2 Fixed Width...................................................................................................................... 44
9.4 Remove Duplication .......................................................................................................... 45
9.5 Data Validation ................................................................................................................... 46
10. View Tab ................................................................................................................................. 53
11. Printing in Excel – 8 Steps ..................................................................................................... 55
12. Pivot Tables & Slicers ........................................................................................................... 63

3|Page Dominic Pereira| 2019


Objective

The objective of this learning document is to learn a few basics of MS Excel which are
commonly used in everyday usage.

Technical Requirements
It is important for you to know the version of excel that you are using as some of the
features will vary depending on the version of excel that you may be using. This will avoid
confusions in case you send an excel file which was created in a recent version to someone
who might be using an older version of MS Office as the same features may be present.

TIP: It is a good idea to sometimes confirm the version of MS Office of the recipient of a file.

To check the version of MS office that you are using:

1. Start a Microsoft Office program (Word, Excel, Outlook, etc.).


2. Click the File tab in the ribbon.
3. Then click Account.
4. Click on the About Button on the screen to display the following:

For this training document, we shall be using MS Office 2013 or any newer version.

4|Page Dominic Pereira| 2019


Topics Covered

The topics covered in this document are all the basic in MS Excel with all functionalities.

The following topics will be covered:

1. Basic Keyboard Short Cuts

2. Navigation Keys

3. Function Keys

4. File/Sheet/TAB

5. Home TAB

6. Insert TAB

7. Page Layout

8. Basic Formulas

9. Data TAB

10. View TAB

11. Printing Steps in Excel

12. Pivot Tables & Slicers

5|Page Dominic Pereira| 2019


1. Basic Keyboard Navigation

The basic keyboard navigation covers all the Keyboard short cuts that can be used to
navigate on an excel spreadsheet The idea is to reduce the dependability on the use of a
mouse and speed up the activity with terms of navigation.

TIP: If there are 2-key combinations for short cuts, then both the keys need to pressed at the
same time using two fingers. If any short cut that requires more than 2 keys to be pressed, then
they can be pressed using just one finger in quick succession instead of trying to press all keys
together.

1.1 Windows Key

There is only 1 Windows Key which is available on any Keyboard.

The windows key can be used in combination with other keys for the following:

Windows + L : To Lock your Desktop/Laptop

Windows + D : To Minimize all screen and display the Desktop. Press again Windows + D to

go back to the screen or application that you were working on prior to minimizing.

Windows + E : To open up the Windows File Explorer

Windows + R : To open up the RUN Command or Command Prompt Display

Windows + U : To open up the Windows Setting Screen

Windows + P : To open up the Dual Display/Projector Display Options

Windows + M : To minimize all application open and return to the Desktop

6|Page Dominic Pereira| 2019


1.2 CONTROL Key

There are two (2) CONTROL Keys which are available on any keyboard which are placed on
either side of the Space Bar. The placement can vary from keyboard to keyboard as per the
manufacturer of the machine.

The combination with other keys enables the following:

CONTROL + S : To Save

CONTROL + X : Cut

CONTROL + V : Paste

CONTROL + D : Copies the contents of the immediate above cell

CONTROL + B : Make the text/content Bold

CONTROL + U : Underline the Text in a cell

CONTROL + I : Italicize the Text in cell

CONTROL + P : Print Command to open the print screen

CONTROL + O : Open a New File in Excel

CONTROL + Z : Undo Last Action (This can be backtracked 14 steps)

CONTROL + Y : Redo Last Action

CONTROL + F : Opens up the Find Screen

CONTROL + H : Opens up the Replace Screen

CONTROL + 1 : Opens up the Format Screen to change cell formats

CONTROL + K : To Hyperlink

7|Page Dominic Pereira| 2019


1.3 ALT key

There are 2 ALT Keys which are available on every keyboard. These are usually found on
either side of the SPACE BAR. These are used in the following combinations:

TIP: If there are 2 key combinations for short cuts, then both the keys need to pressed at the
same time using two fingers. If any short cut that requires 2 or more keys to be pressed, then
they can be pressed using just one finger in quick succession instead of trying to press all keys
together.

ALT + D + S : Opens up the Sort Screen

For this the cursor needs to be on the “header row” at the start of the data column. Click on
quick succession the above key combinations.

The below screen opens up:

8|Page Dominic Pereira| 2019


The same above screen can be displayed by clicking on the “Custom Sort” on the HOME
TAB under the Sort & Filter option on the top right side of the ribbon:

ALT + D + F + F : This will automatically create the filter for the header column. You can use
the same combination to add or remove the filters on the column headers of the data.

TIP: Practice this combination with your Index Finger in quick succession

ALT + TAB : This will help you toggle between TWO Applications which are open on your
screen. This will only toggle between the last accessed application & the current application
on your screen. Example – if you have opened a word document and an excel document on
your screen and if you are working on the excel document and moved to the word
document last, then this short cut will help you toggle between the word and excel
document.

ALT + E + D : This will delete the selected Column/ Row / Cell selected

ALT + I + R : This will insert a ROW

ALT + I + C : This will insert a Column

ALT + W : This will display all the SHORT CUT Keys on the screen

9|Page Dominic Pereira| 2019


1.4 Other Key Combinations

There are a number of combinations for navigation around on an excel spreadsheet which
can be used effectively instead of using the mouse:

SHIFT + SPACE BAR : This will select the row on which the cursor is on currently

CONTORL + SPACE BAR : This will select the column on which the cursor is on currently

CONTROL + HOME : Takes the cursor to the A1 cell of the sheet

CONTROL + END : Takes the Cursor the diagonally opposite cell of A1 where there was a
last entry of information/data

10 | P a g e Dominic Pereira| 2019


2. Navigation Keys

The following directional pointing keys are known as the Navigation Keys which are used to
navigate around the excel spreadsheet. They can be used alone or in combination of other
keys on an excel. They keys are self explanatory in terms of the direction that needs to be
navigate to !

CONTROL + Direction Keys : Will take the cursor to the LAST entered cell in an excel.
Bearing in mind that there should not be any break in continuous data cells. The cursor will
stop at the last cell where there is data with no break.

TIP: This can be very helpful and save a lot of time instead of using the mouse scroll to go
up/down/left/right on the excel sheet.

CONTROL + SHIFT + Direction Keys : This will not only help navigate to the last cell in one
go in which data is populate but also Select the cells alongside.

SHIFT + Direction keys : Will only select 1 cell at a time and the direction keys will need to
pressed till the last cell which needs to be selected.

11 | P a g e Dominic Pereira| 2019


3. Function Keys

There are 12 function keys which are available on every keyboard and can be used in Excel
as short cuts instead of using the mouse.

F1 - The constant Microsoft Online HELP key across all MS Office applications

F2 - This will edit the cell or display the formula if any in that selected cell

F4 – This will repeat the last action done in Excel (This is very useful)

F5 – This will open up the Go To screen where you can navigate to a particular cell
reference if you know the Cell Reference example – A456 and click OK it will take you to
that particular cell instantly.

F7 – This will do the spell check (Thesaurus) on the excel

F11 – This will create a new TAB with a default Bar Graph. Before using this function key,
you must select the data on which you need the graph to be created automatically.

F12 – This opens up the SAVE-AS option

12 | P a g e Dominic Pereira| 2019


4. File / Sheet / TAB Definitions

This section is to define the various segments on the excel spreadsheet.

An excel file is sometimes referred to as a spreadsheet

Each excel file at default opens with 3 TABS also called as Sheets

If you right click on a SHEET you shall see the following options

Insert – Inserts an extra sheet in the same file

Delete – Deletes the selected sheet

Rename – you can rename the sheet

13 | P a g e Dominic Pereira| 2019


Move or Copy

To Book: Will usually display the name of the Excel which is currently Open. In the example
below the name of the Excel File is called “Book3”.

If there are more than 1 excel file open then the dropdown will display all of them.

The middle screen will display the various sheets which are currently in the open file.

The COPY check box will Copy the selected sheet and place it in the “To Book” file. If you
want to create a copy into another excel file, then from the drop down select the other FILE
which is open in Excel. This drop down helps to copy a TAB/Sheet into another File easily.

You can change the color of the TAB for better visuals.

14 | P a g e Dominic Pereira| 2019


Hide – You can use this option to hide the selected TAB/Sheet

Unhide – This will be activated only when there is a hidden sheet in the File.

Select All Sheets – This will select all the sheets available (including the hidden sheets)

You can use the ARROW box to select the whole Excel Sheet.

To re-size columns or rows as per the content of the cells, you can double-click between
the columns and rows instead of adjusting each column or row one by one.

15 | P a g e Dominic Pereira| 2019


5. HOME Tab

On the Home TAB the following options are available which are segmented:

Clipboard

The options are the following:

Paste : When you COPY a cell, the Paste options are will be highlighted and you can drop
down the options :

16 | P a g e Dominic Pereira| 2019


5.1 Paste Special

The Paste Special can only be accessed with you have already copied a cell or a group of
cell in excel and you want to paste them elsewhere in another location.

First Copy the Cell/s

Paste Special can be accessed using: ALT + E + S which will display screen

The following options are available on Paste Special:

 All – This will paste everything AS-IS to the new cell


 Formulas – This will only COPY the formula if there was a formula in the copied cells
 Values – This will only paste the value of the cell
 Comments – This will only Copy the comments (Red Flags) if any
 Validations - This will copy the Data Validations if any from the copied cells
 All using source theme – The source formatting will be copied
 All except borders – This will cover the contents and formats except the borders
 Column Widths – This will only adjust the column widths
 Formulas and number formats – This will copy the formula and the number formats
 Values and number formats – This will copy the Value and the number formats

17 | P a g e Dominic Pereira| 2019


5.1 Operations Function in Paste Special

The Operation function on Excel helps to do the 4 simple mathematical calculations over
many selected cells easily.

Example:

 If you need to Multiply the Yellow Cells with each with 100.
 Copy the cell which display 100,
 Select the yellow cells which need to be multiplied with 100
 Alt + E + S to display the past special
 Select Multiply and click Ok.

This will be the result :

18 | P a g e Dominic Pereira| 2019


5.2 Transpose

The transpose option is in Paste Special is to move data from Rows to Columns and vice
versa. This is done using the Transpose option:

 The cells in yellow are in column and need to be moved to row


 Select the Cells in Yellow
 Click on the location cell where the cells need to be transposed
 Press Alt + E + S to display the Paste Special screen
 Select the Transpose Check Box and Click OK.
 The cells will get copied to Row

5.3 Format Painter

The format painter can be double-clicked to format the cells to other cells with the same
color formatting.

19 | P a g e Dominic Pereira| 2019


5.4 Font & Alignments

The FONT & Alignment section of the HOME TAB helps to format the following:

Font Type, Font Size, Increase or Decrease the fonts, Bold, Italic, Underline, put the border
lines, Cell Color, Font Color, alignment of the cells, Wrap Text and Merge Cells.

The Number section on the HOME TAB can be used which are on display default:

 Select the format type of the cell


 Currency formatting
 %
 Increasing or Reducing the Decimals for numbers

20 | P a g e Dominic Pereira| 2019


5.5 Cell Formats

More formats can be accessed using the drop down

Click on More Number Formats

This will display the Master Display to change into various formats

21 | P a g e Dominic Pereira| 2019


5.6 Conditional Formatting

One of the most user friendly feature in the HOME TAB is Conditional Formatting. As the
name suggests, it can help display the cell color and other formatting based on a Rule or
Condition. Example – If you want the cell color to change to Red Color if the number is
below 40. For this the conditional formatting is used in the following conditions

 First select the cell on which the Conditional Formatting will be displayed
 Click on Conditional Formatting and select – Highlight Cells Rules
 Now you can select the above display options for the following:
o Greater Than … For any number greater than and you can define
o Less Than.. for any number less than and you can define
o Between … this will be between two numbers
o Equal to… will be exactly the number you are referring to or text
o Text that contains.. will be based on a text and not number
o A Date Occurring … will be based on Dates
o Duplicate Values… will help identify if there are any Duplicates (exact
duplicates)

22 | P a g e Dominic Pereira| 2019


The next option where Conditional Formatting automatically calculates from a range of
selected number the following: One does not need to manually calculate or use any
formulas to calculate the following which can be done via Conditional Formatting.

 Top 10 Items
 Top 10%
 Bottom 10 Items
 Bottom 10%
 Above Average
 Below Average

Select a Range of Number and select one of the above options

23 | P a g e Dominic Pereira| 2019


One of the most display friendly option in Conditional Formatting is the Data Bars, Color
Scales and Icon Sets.

This helps automatically calculate and average out the Numbers selected and select one of
the options to display.

24 | P a g e Dominic Pereira| 2019


This will automatically calculate the numbers average and display as below:

Select a Range of Number and select one of the below options:

25 | P a g e Dominic Pereira| 2019


Once the conditional formatting is put on selected cells, it can be removed by using the
below options:

Clear Rule

Or Manage Rules

More customized Rules can be applied based on various conditions

26 | P a g e Dominic Pereira| 2019


The last two options on the HOME TAB can be used for the following:

Insert – Rows or Columns

Delete – Rows or Columns

Format – the cells selected

Auto Sum – to put a sum formula at the end of a range of numbers

Fill – a series of Numbers across the selected cells

Sort and Filter – Alternatively use – ALT+D+S to sort or ALT+D+F+F for filter options

Find & Select – is used instead of CONTROL + F and Select

27 | P a g e Dominic Pereira| 2019


6. INSERT Tab

The Insert Tab can be used for the following functions:

 Pivot Tables (Separate Section)

 Pictures – Pictures can be inserted in the Excel sheet using this option

 Graphs and Charts (Separate Section)

 Sparkline

 Slicers (Separate Section)

 Hyperlinking

 Text Box

 Special ART Fonts

 Symbols & Characters

 Equation

28 | P a g e Dominic Pereira| 2019


6.1 Sparkline

Excel has a functionality of displaying a graphical representation for a range of numeric


data instead of inserting Graphs.

Go to INSERT > Sparkline

Choose any of the above display options – Line, Column or Win/Loss options

The below window will pop up

 Select the Data Range


 Choose where the Sparkline that you need to be displayed
 Click OK.

29 | P a g e Dominic Pereira| 2019


6.2 Hyperlinking

In an excel spreadsheet one can hyperlink in two ways:

1. By hyperlinking to a respective TAB in the excel file


2. By creating a Defined Name for a cell in the entire Excel spreadsheet

By hyperlinking to a respective TAB in the excel file:

1. To hyperlink a cell anywhere in the excel cell

2. Select the Cell which needs to be hyperlinked

3. CONTROL + K, this will open the above screen

4. Select Place in this document

5. You can change the text to display for the Hyperlink

6. Select the respective Sheet (1/2/3) which need to be hyperlinked to the display text

7. This hyperlink will take you to the respective sheet

30 | P a g e Dominic Pereira| 2019


By hyperlinking to a respective TAB in the excel file:

Creating Defined Names

Enter the text that you would like to create a “Defined Name”

Right click – select Defined Name…

31 | P a g e Dominic Pereira| 2019


On the pop-up screen

You can change the display name if needed and add comments if required.

Click Ok.

The above reference will now be available on the Defined Name.. while hyperlinking and
selecting the defined name option as below:

32 | P a g e Dominic Pereira| 2019


6.3 Text, Word Art, Object, Equation & Symbols

Similar to MS Word and MS Power Point, one can insert Text, Word Art, Objects (Embedded
Files) Equations and symbols into the excel spreadsheet in the INSERT TAB\

TEXT BOX

You can insert a text box in excel :

WORD ART

By using the “A” icon

33 | P a g e Dominic Pereira| 2019


OBJECT

Inserting a file (embedding) can be done by using the Object option

Click on – Create from File

Browse to select the file that you want to embed in the Excel File

Click on Display as Icon

Click OK

This will be embedded like below which can be moved around to be placed in excel

34 | P a g e Dominic Pereira| 2019


SYMBOL or Special Character

Symbols or special characters can be accessed using this option in Excel

Select any of the options and click on Insert

35 | P a g e Dominic Pereira| 2019


7. Page Layout TAB

The page layout tab is used primarily for the following:

Margins

Orientation

Setting Print Area

Breaks

Background

Printing Titles

Viewing Gridlines

All of the above topics are covered in this document under section 10 which has the
Printing in Excel Guidelines. Similar options are available when we try to print any
document from Excel in a different Screen.

36 | P a g e Dominic Pereira| 2019


8. Basic Formulas

The following is a list of formulas that can help in day to day activities. All formulas in Excel
as a rule start with the = sign or + sign.

In All formulas below “A1” as a reference has been taken…

Text Related Formulas

=UPPER(A1) : This formula converts all letter text to UPPER Case

=LOWER(A1) : This formula converts all letter text to LOWER Case

=PROPER(A1) : This formula converts all letter text to first letter capitalized Case

=TRIM(A1) : This formula removes all extra spaces in any cell

=MID :

EXACT

&

Date/Date Related Formulas

=DAY

=DATE

=NOW() : Returns the exact system Date & Time at that moment

=DAYS(End Date, Start Date) : Displays the number of days from two date ranges

=MONTH(A1) : Displays the month in numeric (1-12) from a date in a cell

37 | P a g e Dominic Pereira| 2019


Misc. Formulas

=VLOOLUP

=COUNT

=COUNTA

=COUNTIF

=IF

38 | P a g e Dominic Pereira| 2019


9. Data TAB

In the Data TAB the following functions can be mostly used:

1. Sort
2. Filter
3. Text to Column
4. Remove Duplicate
5. Data Validation

9.1 Sort

Sorting of Data can be accessed via the Data TAB or on the HOME TAB as well.

 The short cut for Custom Sort is – Alt+D+S.


 The rule for sorting data is that there must be column headers for every column
before the data range is selected for sorting.
 Alt+D+S automatically selects the continuous range for the sorting.

39 | P a g e Dominic Pereira| 2019


Using the custom Data Sort screen one can add multiple levels of Data Sort within the
same data range w.r.t order of Sorting

Example:

Sorting can be done via – Values, Cell Color, Font Color and Cell Icon

The ORDER Option will vary depending on the SORT ON selection

40 | P a g e Dominic Pereira| 2019


9.2 Filter

The filter option can be accessed directly by using the Alt+D+F+F short cut or clicking on
the Filter Icon as below:

The Filters will get activated when each column will have a column header.

One can SORT and FILTER data at the same time with the Filter option as below:

41 | P a g e Dominic Pereira| 2019


9.3 Text to Column

Each column can be split using the Text to Column option into multiple columns using this
function in excel. This comes very hand when data in one column needs to be split.
Example – if a column has both the Frist and Last Name of individuals and you need to split
the first name and the last name, one can use this function.

There are 2 options in Text to Columns

Delimited

Fixed width

42 | P a g e Dominic Pereira| 2019


9.3.1 Delimited

This option when selected gives the following options. If the data contains any of the
following limited options such as space, Semicolon, Comma, Other (can be any character
from the keyboard), then excel will split the data in the column at that character/space.

Example – If there is a space between First Name and Last name in your column and if you
select the Space option below, there will be 2 columns created and the First Name and Last
Name will automatically split in two columns when you click Finish.

43 | P a g e Dominic Pereira| 2019


9.3.2 Fixed Width

This option in Column to Text can be used when the data in the column is of similar
character length across the entire column. Example Employee Number, Account Numbers
etc. and when we can clearly draw a line across the entire column to split it across.

As the instruction clearly defines it below: once can use the mouse to click and double click
to remove the column breaks. Then click finish

44 | P a g e Dominic Pereira| 2019


9.4 Remove Duplication

We often struggle in excel to remove duplicates in Excel. In the DATA Tab there is an option
to remove duplicates.

Select the Data Range

Click on the Icon above

Click OK

Excel will confirm the number of duplicates and keep the cleaned up data

45 | P a g e Dominic Pereira| 2019


9.5 Data Validation

Data validation is a feature in Excel used to control what a user can enter into a cell. For
example, you could use data validation to make sure a value is a number between 1 and 6,
make sure a date occurs in the next 30 days, or make sure a text entry is less than 25
characters.

Data validation can simply display a message to a user telling them what is allowed as
shown below:

Data validation can also stop invalid user input. For example, if a product code fails
validation, you can display a message like this:

46 | P a g e Dominic Pereira| 2019


In addition, data validation can be used to present the user with a predefined choice in a
dropdown menu:

Data validation is defined in a window with 3 tabs: Settings, Input Message, and Error Alert:

47 | P a g e Dominic Pereira| 2019


The settings tab is where you enter validation criteria. There are a number of built-in
validation rules with various options, or you can select Custom, and use your own formula
to validate input as seen below:

The Input Message tab defines a message to display when a cell with validation rules is
selected. This Input Message is completely optional. If no input message is set, no message
appears when a user selects a cell with data validation applied. The input message has no
effect on what the user can enter — it simply displays a message to let the user know what
is allowed or expected.

48 | P a g e Dominic Pereira| 2019


The Error Alert Tab controls how validation is enforced. For example, when style is set to
"Stop", invalid data triggers a window with a message, and the input is not allowed.

The user sees a message like this:

49 | P a g e Dominic Pereira| 2019


Alert Style Behavior
Stops users from entering invalid data in a cell. Users can retry,
Stop but must enter a value that passes data validation. The Stop alert
window has two options: Retry and Cancel.

Warns users that data is invalid. The warning does nothing to stop
invalid data. The Warning alert window has three options: Yes (to
Warning
accept invalid data), No (to edit invalid data) and Cancel (to remove
the invalid data).

Informs users that data is invalid. This message does nothing to


Information stop invalid data. The Information alert window has 2 options: OK
to accept invalid data, and Cancel to remove it.

Data validation options

When a data validation rule is created, there are eight options available to validate user
input:

Any Value - no validation is performed. Note: if data validation was previously applied with
a set Input Message, the message will still display when the cell is selected, even when Any
Value is selected.

Whole Number - only whole numbers are allowed. Once the whole number option is
selected, other options become available to further limit input. For example, you can
require a whole number between 1 and 10.

Decimal - works like the whole number option, but allows decimal values. For example,
with the Decimal option configured to allow values between 0 and 3, values like .5, 2.5, and
3.1 are all allowed.

List - only values from a predefined list are allowed. The values are presented to the user
as a dropdown menu control. Allowed values can be hardcoded directly into the Settings
tab, or specified as a range on the worksheet.

Date - only dates are allowed. For example, you can require a date between January 1,
2018 and December 31 2021, or a date after June 1, 2018.

50 | P a g e Dominic Pereira| 2019


Time - only times are allowed. For example, you can require a time between 9:00 AM and
5:00 PM, or only allow times after 12:00 PM.

Text length - validates input based on number of characters or digits. For example, you
could require code that contains 5 digits.

Custom - validates user input using a custom formula. In other words, you can write your
own formula to validate input. Custom formulas greatly extend the options for data
validation. For example, you could use a formula to ensure a value is uppercase, a value
contains "xyz", or a date is a weekday in the next 45 days.

The settings tab also includes two checkboxes:

Ignore blank - tells Excel to not validate cells that contain no value. In practice, this setting
seems to effect only the command "circle invalid data". When enabled, blank cells are not
circled even if they fail validation.

Apply these changes to other cells with the same settings - this setting will update
validation applied to other cells when it matches the (original) validation of the cell(s) being
edited.

Simple drop down menu : LIST Option Explained

You can provide a dropdown menu of options by hardcoding values into the settings box,
or selecting a range on the worksheet. For example, to restrict entries to the actions "BUY",
"HOLD", or "SELL" you can enter these values separated with commas as seen below:

51 | P a g e Dominic Pereira| 2019


Alternatively,

Create a list of the DROP-DOWN options that you would like to keep in the Data Validation
at a separate location in the same excel sheet (example say in column Z).

Select the cells on which the Data Validation needs to be added with your personal choice
of drop downs:

Another way to supply values to a dropdown menu is to use a worksheet reference. For
example, with sizes (i.e. small, medium, etc.) in the range F3:F6, you can supply this range
directly inside the data validation settings window:

52 | P a g e Dominic Pereira| 2019


10. View Tab

You can View Excel in three usual View:

 Normal View – Usual Excel View


 Page Break View – Shows how the Excel Document will be printed on paper
 Page Layout View

The gridlines option can be used to remove the grid lines in excel. This could be used while
creating a clear and clean no-grids view:

53 | P a g e Dominic Pereira| 2019


Freeze Options

This option lets you freeze the Columns / Rows in terms of Viewing while scrolling down
long spreadsheet.

54 | P a g e Dominic Pereira| 2019


11. Printing in Excel – 8 Steps

Printing in excel can be a very tedious task. Follow the following 8 steps and you will never
go wrong while printing in Excel.

Step 1 : Go to the Page Break View (See Below)

The dark border sets the print area to be printed (Adjust)

The dotted lines are the no. of pages that need to be printed (Adjust)

Adjust the print lines as per the print area you define.

55 | P a g e Dominic Pereira| 2019


Step 2:

The next step is to hit the print command : CONTROL + P

This will view the print setting screen below

Click on the Page Setup

The Page Set up has 4 TABs that need to be adjusted

56 | P a g e Dominic Pereira| 2019


Step 3: Page Set up : Page TAB

Select the Page Orientation – Portrait or Landscape

Adjust to : Should be always 100%

TIP: Instead of increasing the size of the FONT on the excel spreadsheet. You can use this
Adjustment to more than 100%. This 100% can be reduced to reduce the number of pages.

Or Alternatively there must be Fit to 1 X 1 pages

Page Size : Ensure the page size is as per the size of paper used for printing

57 | P a g e Dominic Pereira| 2019


Step 4: Margins TAB

In the Margins TAB the margins for printing can be adjusted as for:

 Top
 Header
 Left
 Right
 Bottom
 Footer

The alignment of the contents can be on the Horizontally & Vertically

58 | P a g e Dominic Pereira| 2019


Step 5 : Aligning the Header & Footer

The headers and footers can be customized during printing example entering the page
number etc. This can be adjusted in :

 Customer Header
 Customer Footer

59 | P a g e Dominic Pereira| 2019


Step 6 : Sheet TAB

The Print Titles to repeat at top option is used if for example there are row of column
headers which need to be printed on each sheet of paper. The below option needs to be
selected :

Rows to Repeat at top : Select the Cell references that need to be given here.

60 | P a g e Dominic Pereira| 2019


Step 7: Printer Settings

The next step is to check the printer properties to adjust the following:

This Printer settings screen will vary from printer to printer attached for the following:

 Quality of Printing
 Page Type/ Page Size
 Color Management
 Number of Copies (Collated or non-collated)
 Orientation of Pages

61 | P a g e Dominic Pereira| 2019


Step 8 : Page View TAB

Step 8 : Go back to the Page Break View (See Below)

The dark border sets the print area to be printed (Adjust)

The dotted lines are the no. of pages that need to be printed (Adjust)

Adjust the print lines as per the print area you define.

If the No. of Pages are all aligned as per the previous settings then the document is ready
to print.

Click CONTROL + P

Click Ok to Print

62 | P a g e Dominic Pereira| 2019


12. Pivot Tables & Slicers

Pivot tables are one of Excel's most powerful features. A pivot table allows you to extract
the significance from a large, detailed data set.

Example : Our data set consists of 213 records and 6 fields. Order ID, Product, Category,
Amount, Date and Country.

Ensure the following before a Pivot Table is inserted:

 Each Column must have a header


 Ensure there are no missing data or blank cells
 Ensure the Cursor is on the A1 cell or the first header column of the data starting

To Insert a Pivot Table, go to INSERT TAB > Click Pivot Table

63 | P a g e Dominic Pereira| 2019


The following dialog box appears. Excel automatically selects the data for you. The default
location for a new pivot table is New Worksheet.

Click OK

A new sheet is automatically created with the Pivot Panel

64 | P a g e Dominic Pereira| 2019


The PivotTable Fields pane appears on the right hand side of the spreadsheet.

All the Column Headers are now visible on the top the Panel

There are 4 segments in this pane below:

 Filters – This helps to create sub-filters


 Columns – The data headers can be made visible either in columns or rows
 Rows – The data headers can be made visible either in columns or rows
 Values – The same header columns can be dragged into the values as per the
desired combination

Example below for the above data :

Below you can find the pivot table to find out which is our max product?

65 | P a g e Dominic Pereira| 2019


With the above combination we can derive the below Pivot table : where Bananas are our
main export product.

Change Summary Calculation

By default, Excel summarizes your data by either summing or counting the items. To
change the type of calculation that you want to use, execute the following steps.

1. Click any cell inside the Sum of Amount column.

2. Right click and click on Value Field Settings.

66 | P a g e Dominic Pereira| 2019


Choose the type of calculation you want to use. For example, click Count.

Result. 16 out of the 28 orders to France were 'Apple' orders.

67 | P a g e Dominic Pereira| 2019


Two-dimensional Pivot Table

If you drag a field to the Rows area and Columns area, you can create a two-dimensional
pivot table. First, insert a pivot table. Next, to get the total amount exported to each
country, of each product, drag the following fields to the different areas.

1. Country field to the Rows area.

2. Product field to the Columns area.

3. Amount field to the Values area.

4. Category field to the Filters area.

68 | P a g e Dominic Pereira| 2019


Below you can find the two-dimensional pivot table.

69 | P a g e Dominic Pereira| 2019

Das könnte Ihnen auch gefallen