Excel 2010

 

TO DO

  • Turn off all noise-making phones, pagers, etc. (Teacher too!)

 

Microsoft Excel

Microsoft Excel is an electronic spreadsheet program that can be used for storing, organizing and manipulating information. It is primarily used for performing basic mathematical operations, graphing or charting data, and sorting and filtering data. It has support for use in a MS Office workflow with Word, Access, PowerPoint, and Outlook.

 

HELPFUL NOTES

 

Overview
Get to know the basic functions of MS Excel.

  • Open, Review screen:
    • Menu/Ribbon, Opened basic page, and Page panel.
  • Save, save as, file naming.
  • Explore Menu/Ribbon tabs:
    • Home: Basic text functions -  formatting, positioning, styles
    • Insert: tables, images, shapes, charts, page sections
    • Page Layout: Layout of the slides – margins, positioning, indents, etc.
    • Formulas: For performing mathematical calculations on rows and columns of numerical data.
    • Data: For sorting and organizing data.
    • Review: Spelling, language, tracking, etc.
    • View: screen views, rulers, gridlines, windows.
    • Add-ins: Based on additional programs a workiplace might have that work with MS Excel. Can include types of macros and specific formulas.
    • Acrobat: For PDF workflow.

 

Preferences
Set your preferences for workflow and productivity.

  • MS File Tab
    • Same layout as Word, Powerpoint, and Access.
    • Allows personalizing, print, save, and publish.
  • Preferences: Excel Options:
    • Customize editing, saving, and other program options
    • Personalize a mini-toolbar for minimizing ribbon

 

Basic Content
Workbooks are made up of pages with tabular, formula, and chart content.

  • Excel opens with 3 workbook pages, which you can change, name, and delete.
  • Cells are all names by column (letter) and row (number).
  • Easier and more accurate sorting benefits from column header row.
  • Info goes into individual cells, and is accepted (enter) or rejected (red check).
  • Formula bar at top shows info that is inside a specific cell.
  • Calculations are based on selecting various cells to be calculated in some way.
  • Cells can be formatted - font, color, size, etc.
  • Page can be formatted with borders, color, alignment.

 

You can import documents from other programs, as:

  • Text only
  • Rich Text Format
  • HTML
  • Open Office Org (and others)
  • Older versions of Excel

 

Page Layouts - Page Layout Tab

The Page Layout tab allows you to set the physical format of your page.

  • Choose page size, orientation, and margins.
  • Change the columns and add page breaks and sections.
  • Set page border and colors (good for attractive print-outs).

 

Text Formatting - Home Tab

You can manually change the way your text looks.

  • You can set bold, italic, and underlining.
  • You can change indents and paragraph spacing.
  • You can add bullets and numbered lists.
  • You can change the font color and size.
  • You can change the font case to upper, lower, title, etc.
  • You can add superscripts and subscripts.

 

Format Painter: this allows you to "capture" and existing style and apply it to any text you click on.

 

View - View Tab

  • You can set rulers on or off.
  • You can also set guides for aligning text and images.
  • You can choose the window view you like to work in, such as draft, outline, and print layouts.

 

Inserts - Insert Tab
You can add text, image, and other content to your documents.

  • Breaks: You can insert page breaks, section breaks, and blank pages.
  • Tables: You can create tidy tables to list information, and copy/paste table info from Excel. You can also set borders, color, and table row/column sizes.
  • Images: image saved size, inserts as own entity (not affecting text), resize as needed.
  • Clip art: Provides access to local and online libraries.
  • Shapes and Smart-Art: For drawing objects, workflows, etc.
  • Charts: Can create a chart and tie it to a table of data.
  • Text-related: text box, header/footer, word art, drop caps, symbols, etc.

 

Context Menus
You can right-click on text and images in your document to pull up context-menus that are specific to the item you wish to edit.

  • Right-clicking on a cell will show a text-editing content menu, including paragraphs, buttes, and hyperlinking.
    • You can further edit/format cells with the type of data you require, such as numbers, currency, dates, etc.
    • You can also set the data alignment and position in the cells - top, bottom, center, etc.
  • You can right-click on, or double-click an inserted image or object, to get an object-editing menu for border, fill, size, transparency, and more.

 

Column/Row Handling - Home Tab
Word allows you to add and subtract rows and columns, and perform other column activities like merging and preset formatting.

  • There are basic Excel pre-created styles.
  • You can format cells or a whole table.
  • You can apply conditional formatting based on specific conditions you want to be highlighted.

 

Formulas - Formula Tab
Excel allows you to handle both simple and complex mathematical calculations, such as general ledger work, comparison tables, averages, and much more.

  • You can quickly set a sum for a row or column of numbers.
  • You can create a function on your own, if you write your own calculations.
  • You can choose from several types of calculation info, like financial, date, math, and more. This is dependent on you knowing what you want the document to accomplish.
  • You can set calculation options, based on selecting a column, row, or specific cells of data.

 

Data - Data Tab

Excel allows you to manipulate data - how it is sorted, imported, filtered, validated, and grouped.

  • You can import existing data from the web, another spreadsheet, a database, XML, and more (advanced).
  • You can sort rows and columns, such as for alphabetizing.
  • You can filter tables to show only certain rows or tables based on criteria you set - the rest is simply hidden, not gone.
  • You can remove duplicates of data.
  • You can group info to create subtotals, before totaling those.

 

Finalizing
You can test and adjust your documents and review your content before it goes live.

  • Review Tab: spelling, language, grammar, comments.
    • You can also create a document checking/sharing process where you show your highlighted changes and crossouts.
    • You can compare document versions.
  • Find/Replace: You can find and replace text as needed (Home tab).
  • Acrobat – saving on PDF for email
  • Save As: for different versions, including older, current, RTF, text, and HTML.

 

RESOURCES

 

 
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