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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
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.
For this training document, we shall be using MS Office 2013 or any newer version.
The topics covered in this document are all the basic in MS Excel with all functionalities.
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
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.
The windows key can be used in combination with other keys for the following:
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.
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.
CONTROL + S : To Save
CONTROL + X : Cut
CONTROL + V : Paste
CONTROL + K : To Hyperlink
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.
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.
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 + W : This will display all the SHORT CUT Keys on the screen
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 + END : Takes the Cursor the diagonally opposite cell of A1 where there was a
last entry of information/data
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.
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.
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.
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
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.
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.
On the Home TAB the following options are available which are segmented:
Clipboard
Paste : When you COPY a cell, the Paste options are will be highlighted and you can drop
down the options :
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.
Paste Special can be accessed using: ALT + E + S which will display screen
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.
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 format painter can be double-clicked to format the cells to other cells with the same
color formatting.
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:
This will display the Master Display to change into various formats
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)
Top 10 Items
Top 10%
Bottom 10 Items
Bottom 10%
Above Average
Below Average
This helps automatically calculate and average out the Numbers selected and select one of
the options to display.
Clear Rule
Or Manage Rules
Sort and Filter – Alternatively use – ALT+D+S to sort or ALT+D+F+F for filter options
Pictures – Pictures can be inserted in the Excel sheet using this option
Sparkline
Hyperlinking
Text Box
Equation
Choose any of the above display options – Line, Column or Win/Loss options
6. Select the respective Sheet (1/2/3) which need to be hyperlinked to the display text
Enter the text that you would like to create a “Defined Name”
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:
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
WORD ART
Browse to select the file that you want to embed in the Excel File
Click OK
This will be embedded like below which can be moved around to be placed in excel
Margins
Orientation
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.
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.
=PROPER(A1) : This formula converts all letter text to first letter capitalized Case
=MID :
EXACT
&
=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
=VLOOLUP
=COUNT
=COUNTA
=COUNTIF
=IF
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.
Example:
Sorting can be done via – Values, Cell Color, Font Color and Cell Icon
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:
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.
Delimited
Fixed width
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.
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
We often struggle in excel to remove duplicates in Excel. In the DATA Tab there is an option
to remove duplicates.
Click OK
Excel will confirm the number of duplicates and keep the cleaned up data
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:
Data validation is defined in a window with 3 tabs: Settings, Input Message, and Error Alert:
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.
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).
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.
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.
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.
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:
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:
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:
This option lets you freeze the Columns / Rows in terms of Viewing while scrolling down
long spreadsheet.
Printing in excel can be a very tedious task. Follow the following 8 steps and you will never
go wrong while printing in Excel.
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.
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.
Page Size : Ensure the page size is as per the size of paper used for printing
In the Margins TAB the margins for printing can be adjusted as for:
Top
Header
Left
Right
Bottom
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
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.
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
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
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.
Click OK
All the Column Headers are now visible on the top the Panel
Below you can find the pivot table to find out which is our max product?
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.
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.