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Excel 2007 Basics

Excel 2007 Basics. SOS Fall 2009. Why use a spreadsheet?. Easy to create tables in Word Advantages to using Excel Use charts to represent data in graphic form Import data from text or databases Analyze selected data in variety of ways Real life uses: Create budgets, calendars

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Excel 2007 Basics

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  1. Excel 2007 Basics SOS Fall 2009

  2. Why use a spreadsheet? • Easy to create tables in Word • Advantages to using Excel • Use charts to represent data in graphic form • Import data from text or databases • Analyze selected data in variety of ways • Real life uses: • Create budgets, calendars • Business: Use accounting tools to see the “bottom line”

  3. What’s Changed in 2007? • Different interface: • Ribbon – organizes information into “logical” areas • Ability to gather more information • Format info quickly using style galleries • Create professional looking charts • Improved pivot tables

  4. Working with Older Files • Previous versions of Excel are supported • Older files open in “Compatibility Mode” • “Safe mode” to work with older files (i.e. 97, 2000 or 2003). • Cannot be turned off • Limited functionality • Tip: Save two copies of the file • Save As: Excel 97-2003 workbook • Save As: Excel workbook (.xlsx – 2007 version)

  5. MS Office button • “File” in earlier versions of Office • Office button contains most used Office commands • Save as “PowerPoint 97-2003 Version” *Especially important for those who do not have Office 2007 or the compatibility pack installed.

  6. Templates • Don’t want to start from scratch? • Office Button • Start • New Workbook • Choice • Default • Microsoft Office Online

  7. Spreadsheet Elements Ribbon & Formula Bar May contain values, formulas, functions or a mix Columns A-… Denoted by Letters 16000+ columns Rows 1-… Denoted by Row Numbers Over 1,000,000 rows available

  8. Adjusting Columns and Rows You can adjust the height and width of any column by pointing your arrow the column letters or row numbers.

  9. Formatting Cells • Formatting Data and Cells • Data consistency • Most common: text, numbers, and currency • Easier to analyze using sort and filter • Excel has advanced features like Conditional Formatting • Highlight or emphasize cells using specific criteria.

  10. Formatting as a Table • Home >> Styles >> Format As Table • New in 2007 • Time saver – apply changes with one click • Sort and filter data quickly

  11. Managing Lists • Converting Text to Columns • [Data] : [Text To Columns] • Can break up data into workable columns to sort or filter • Examples • Breaking up company email address list

  12. Excel ConceptsFunctions • Functions do specific types of calculations. • Most common: • =SUM, =AVERAGE, =MAX, =MIN, =COUNT • Format: • =FUNCTION(Cell Range) • =SUM(B1:B5) • =AVERAGE(A1:A3) • Calculation can contain a mix of functions, formulas, and values

  13. Excel ConceptsCell, Cell Addresses, Cell Ranges • A cell is just one component of the spreadsheet. • Each cell has an address • A cell range is a group of selected cells • Cell ranges can be used in formulas and functions

  14. Excel ConceptsValues • Consists of anything inputted into a cell. • Can consist of either alphabetic or numeric characters. • Words inputted into a cell are values. • Can be calculated by a formula.

  15. Excel ConceptsMath Operators and Formulas • Math Operators (6) • Addition (+) • Subtraction (-) • Multiplication (*) • Division ( / ) • Exponent (^) • Parenthesis ( ) All formulas start with an equals (=) sign. a. Calculate two or more numerical values using no cell addresses = 18 / 3 = (2+5)^2 + (8-4) * 3 b. Calculate the value of two cells using cell addresses that contain a numerical value: = A1 + A2 = A5 – A4 = B2 * B3 = (A1 + A2)^A3 – (B4 – B5) / B1

  16. ConceptsTables and Charts • Select data to be included with the chart. • Click on Insert  Chart. • Follow the instructions on the wizard.

  17. Resources • http://www.lynda.com

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